Core Viewpoint - AMN Healthcare Services experienced a significant share price increase of 27.6%, closing at $19.55, following the release of a growth framework and 2026 revenue expectations, despite a prior 3.2% loss over the past month [1][2]. Company Performance - AMN Healthcare is projected to report quarterly earnings of $0.22 per share, reflecting a year-over-year decline of 70.7%, with expected revenues of $723.87 million, down 1.5% from the same quarter last year [3]. - The consensus EPS estimate for AMN Healthcare has remained unchanged over the last 30 days, indicating a lack of upward revisions in earnings estimates, which typically correlates with stock price movements [4]. Growth Expectations - The company’s 2026 "base scenario" anticipates revenue growth from the normalized fourth-quarter run-rate and a gross margin expansion of 50-100 basis points, consistent with management's commentary from the third-quarter 2025 earnings [2]. - Beyond 2026, AMN Healthcare aims for 4%-6% annual organic revenue growth, leading to 10%-15% adjusted EBITDA growth driven by gross margin mix improvement and SG&A leverage [2]. Industry Context - AMN Healthcare is part of the Zacks Business - Services industry, where another company, SPS Commerce, has also maintained a stable EPS estimate, reflecting a year-over-year increase of 12.4% [4][5].

Core Insights - Cencora reported quarterly earnings of $4.42 per share, exceeding the Zacks Consensus Estimate of $4.08 per share, and up from $3.80 per share a year ago, representing an earnings surprise of 8.33% [1] - The company achieved revenues of $75.45 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.85% and increasing from $68.41 billion year-over-year [2] - Cencora has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $3.80 on revenues of $80.95 billion, and for the current fiscal year, it is $15.37 on revenues of $317.7 billion [7] - The trend of estimate revisions for Cencora is favorable, contributing to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Medical Services industry, to which Cencora belongs, is currently ranked in the top 27% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [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]