New research identifies the "growth tax" on companies due to enterprise software-induced complexity, which drains millions of dollars and costs employees nearly a full workday each week in lost productivitySAN MATEO, Calif., Nov. 10, 2025 (GLOBE NEWSWIRE) -- As businesses expand their technology stacks and operational processes, they face a hidden but pervasive challenge: complexity. A new report from Freshworks Inc. (NASDAQ: FRSH) has calculated exactly what that complexity costs. The Cost of Complexity Re ...

Core Insights - EverCommerce (EVCM) reported quarterly earnings of $0.03 per share, matching the Zacks Consensus Estimate, and showing improvement from a loss of $0.05 per share a year ago [1] - The company posted revenues of $147.47 million for the quarter ended September 2025, which was 0.39% below the Zacks Consensus Estimate and down from $176.26 million year-over-year [2] - EverCommerce shares have increased approximately 4.9% year-to-date, underperforming the S&P 500's gain of 15.6% [3] Earnings Performance - The company exceeded earnings expectations by delivering a surprise of +400% compared to the prior quarter's forecast of a loss of $0.01 per share [1] - Over the last four quarters, EverCommerce has surpassed consensus EPS estimates only once [1] Future Outlook - The company's earnings outlook will be crucial for determining future stock performance, with current consensus EPS estimates at $0.05 for the upcoming quarter and $0.10 for the current fiscal year [7] - The Zacks Rank for EverCommerce is currently 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which EverCommerce belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - Strategy (MSTR) has experienced a significant decline of -26.4% over the past month, contrasting with the S&P 500's increase of +2.1% and the Zacks Financial - Miscellaneous Services industry's loss of -3.8% [1] Earnings Estimate Revisions - The consensus estimate for Strategy's current quarter is a loss of $0.08 per share, reflecting a year-over-year change of +97.5% [4] - For the current fiscal year, the consensus earnings estimate is -$15.73, indicating a change of -134.1% from the previous year [4] - The next fiscal year's consensus earnings estimate is $0.4, showing a change of +97.5% from the prior year [5] - The Zacks Rank for Strategy is 3 (Hold), based on the recent changes in earnings estimates and other related factors [6] Projected Revenue Growth - The consensus sales estimate for the current quarter is $123.3 million, representing a year-over-year change of +2.2% [10] - The sales estimates for the current and next fiscal years are $466.75 million and $485.05 million, indicating changes of +0.7% and +3.9%, respectively [10] Last Reported Results and Surprise History - In the last reported quarter, Strategy achieved revenues of $128.69 million, a year-over-year increase of +10.9% [11] - The EPS for the same period was $8.42, compared to -$1.56 a year ago, with a revenue surprise of +9.9% and an EPS surprise of +7754.55% [11] - Over the last four quarters, Strategy has surpassed consensus EPS estimates twice and revenue estimates twice [12] Valuation - Strategy is graded F in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [16]

Core Insights - The business-software company is expanding its artificial intelligence capabilities by establishing a new center [1] Group 1 - The new center will create 200 jobs focused on artificial intelligence [1]

Core Viewpoint - Manhattan Associates (MANH) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending September 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for quarterly earnings is $1.18 per share, reflecting a year-over-year decrease of 12.6%, while revenues are projected to be $271.32 million, representing a 1.7% increase from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 1.12% higher, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Manhattan Associates is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.43%, suggesting a bearish outlook on earnings prospects [12]. Historical Performance - In the last reported quarter, Manhattan Associates exceeded the expected earnings of $1.12 per share by delivering $1.31, achieving a surprise of +16.96%. The company has beaten consensus EPS estimates in the last four quarters [13][14]. Investment Considerations - Despite the potential for an earnings beat, the combination of a negative Earnings ESP and a Zacks Rank of 3 makes it challenging to predict a positive outcome for the upcoming earnings report [12][17].

Company Performance - Strategy (MSTR) stock increased by 2.29% to $359.69, outperforming the S&P 500's gain of 0.37% on the same day [1] - Over the past month, the stock has risen by 4.69%, surpassing the Finance sector's gain of 2.07% and the S&P 500's gain of 4.26% [1] Upcoming Earnings - The upcoming earnings disclosure is expected to report an EPS of -$0.11, representing a 92.95% increase compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $118.2 million, up 1.84% from the previous year [2] Full Year Estimates - For the full year, analysts expect earnings of -$15.73 per share and revenue of $466.75 million, indicating changes of -134.08% and +0.71% respectively from last year [3] Analyst Estimates - Recent changes to analyst estimates indicate a favorable outlook on the business health and profitability of Strategy [4] - The Zacks Rank system, which integrates estimate changes, provides a functional rating system for stocks [5] Zacks Rank - Strategy currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [6] Industry Context - The Financial - Miscellaneous Services industry, part of the Finance sector, has a Zacks Industry Rank of 79, placing it in the top 32% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Strategy (MSTR) has experienced a decline of -6.7% over the past month, underperforming the Zacks S&P 500 composite's +3.1% and the Zacks Financial - Miscellaneous Services industry's +2.9% [1] Earnings Estimate Revisions - The consensus earnings estimate for Strategy is a loss of $0.11 per share for the current quarter, reflecting a year-over-year change of +93% [4] - The consensus earnings estimate for the current fiscal year is -$15.73, indicating a year-over-year change of -134.1% [4] - For the next fiscal year, the consensus earnings estimate is $0.4, representing a change of +97.5% from the previous year [5] - The Zacks Rank for Strategy is 4 (Sell), indicating a potential underperformance in the near term due to recent changes in earnings estimates [6] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $118.2 million, showing a year-over-year change of +1.8% [9] - The sales estimates for the current and next fiscal years are $466.75 million and $485.05 million, indicating changes of +0.7% and +3.9%, respectively [9] Last Reported Results and Surprise History - Strategy reported revenues of $114.49 million in the last quarter, a year-over-year increase of +2.7% [10] - The EPS for the same period was $32.6, compared to -$0.76 a year ago, with a surprise of +27266.67% [10] - Over the last four quarters, the company surpassed EPS estimates only once and topped consensus revenue estimates just once [11] Valuation - Strategy is graded F on the Zacks Value Style Score, indicating it is trading at a premium to its peers [15]

Core Viewpoint - EverCommerce (EVCM) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system tracks the Zacks Consensus Estimate, which reflects EPS estimates from sell-side analysts, and changes in these estimates are strongly correlated with stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling actions that affect stock prices [4]. Company Performance and Outlook - The recent upgrade for EverCommerce suggests an improvement in its underlying business, which could lead to increased stock prices as investors respond positively to this trend [5][10]. - Over the past three months, the Zacks Consensus Estimate for EverCommerce has increased by 988.9%, indicating a significant upward revision in earnings expectations [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 5% receiving a "Strong Buy" rating, which positions EverCommerce favorably for potential market-beating returns [7][10]. - The Zacks Rank has a strong historical performance, with Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7].

Core Insights - Adobe Systems reported quarterly earnings of $5.31 per share, exceeding the Zacks Consensus Estimate of $5.17 per share, and up from $4.65 per share a year ago, representing an earnings surprise of +2.71% [1] - The company achieved revenues of $5.99 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 1.50%, and up from $5.41 billion year-over-year [2] - Adobe has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +2.02%, with actual earnings of $5.06 per share compared to an expected $4.96 [1] - The current consensus EPS estimate for the upcoming quarter is $5.32, with projected revenues of $6.07 billion, while the estimate for the current fiscal year is $20.63 on $23.56 billion in revenues [7] Stock Performance and Outlook - Adobe shares have declined approximately 21.3% since the beginning of the year, contrasting with the S&P 500's gain of 11.1% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Industry Context - The Computer - Software industry, to which Adobe belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Progress Software, another company in the same industry, is expected to report quarterly earnings of $1.30 per share, reflecting a year-over-year increase of +3.2% [9]

Core Viewpoint - Strategy (MSTR) has experienced a significant decline of -16.3% in share price over the past month, contrasting with the S&P 500's +2.4% increase, raising questions about its future performance [2] Earnings Estimates - The company is projected to report a loss of $0.11 per share for the current quarter, reflecting a year-over-year improvement of +93% [5] - The consensus earnings estimate for the current fiscal year stands at -$15.73, indicating a year-over-year decline of -134.1% [5] - For the next fiscal year, the consensus earnings estimate is $0.4, representing a year-over-year increase of +97.5% [6] - The Zacks Rank for Strategy is 4 (Sell), influenced by recent changes in earnings estimates and other related factors [7] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $118.2 million, showing a year-over-year growth of +1.8% [11] - Estimated revenues for the current and next fiscal years are $466.75 million and $485.05 million, reflecting changes of +0.7% and +3.9%, respectively [11] Last Reported Results and Surprise History - In the last reported quarter, Strategy achieved revenues of $114.49 million, a year-over-year increase of +2.7%, and an EPS of $32.6 compared to -$0.76 a year ago [12] - The company surpassed revenue estimates once in the last four quarters and exceeded EPS estimates only once during the same period [13] Valuation - Strategy is graded F in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [17]