Core Insights - SurModics reported revenue of $29.57 million for the quarter ended June 2025, a decrease of 2.6% year-over-year, but exceeded the Zacks Consensus Estimate by 4.29% [1] - The company achieved an EPS of $0.06, a significant improvement from -$0.27 in the same quarter last year, resulting in an EPS surprise of 128.57% compared to the consensus estimate of -$0.21 [1] Revenue Breakdown - Product sales amounted to $16.76 million, surpassing the average estimate of $15.69 million, but reflecting a year-over-year decline of 4.6% [4] - Revenue from research, development, and other sources was $3.15 million, exceeding the average estimate of $2.37 million, marking a year-over-year increase of 35.7% [4] - Royalties and license fees generated $9.66 million, slightly below the estimated $10.2 million, representing a year-over-year decrease of 7.7% [4] Stock Performance - SurModics shares have returned +12.9% over the past month, outperforming the Zacks S&P 500 composite's +1.9% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Gartner Inc. is set to release its second-quarter 2025 results on August 5, with a strong earnings surprise history, averaging 21.8% over the past four quarters [1] Revenue Expectations - The Zacks Consensus Estimate for Gartner's Q2 2025 revenue is $1.7 billion, reflecting a 4.9% increase from the same quarter last year [2] - Research segment revenues are estimated at $1.3 billion, indicating a 3.1% year-over-year growth, driven by an increase in research contracts [2] - Conference revenues are projected at $201.8 million, suggesting a more than 100% surge compared to the prior-year quarter [3] - Consulting revenues are expected to reach $148.4 million, implying a 16.3% increase year-over-year, supported by growth in contract optimization and an expanding consulting backlog [3] Earnings Expectations - The consensus estimate for earnings per share (EPS) is $3.37, indicating a 4.7% year-over-year rise, benefiting from strong margins and effective cost management [4] - Gartner's Earnings ESP is currently -2.73%, and it holds a Zacks Rank of 2 (Buy), suggesting that an earnings beat is not predicted this time [5][8]

Core Insights - Moody's Corporation has fully acquired ICR Chile, enhancing its position in Latin America's domestic credit markets. The financial terms of the deal remain undisclosed, and it is not expected to materially impact Moody's financial results for 2025 [1][7]. Group 1: Acquisition Details - The acquisition follows Moody's initial minority stake in ICR Chile from 2019, indicating a long-term strategic partnership [2][7]. - ICR Chile will continue to issue domestic ratings under its own methodologies, and will be integrated into Moody's Local in the coming months [2][3]. Group 2: Strategic Growth Initiatives - Moody's has been actively pursuing inorganic growth through strategic acquisitions, including recent purchases like Numerated Growth Technologies and GCR to strengthen its presence in Africa's domestic credit market [3][4]. - The acquisition of SCRiesgo in 2023 further solidified Moody's position in Central America and the Dominican Republic, contributing to revenue diversification [4]. Group 3: Expansion Beyond Credit Ratings - Moody's is also expanding its services beyond core credit ratings, with acquisitions such as CAPE Analytics and Praedicat aimed at enhancing insurance solutions and risk assessment strategies [5]. - The company is increasing its exposure to banking and insurance sectors while diversifying into professional services and ERS businesses [5]. Group 4: Market Performance - Over the past year, Moody's shares have increased by 14.8%, slightly trailing the industry's growth of 15.6% [6].

Core Insights - Science Applications International Corp. (SAIC) has been awarded a $928 million contract for the Hyper-Innovative Operational Prototype Engineering (HOPE) 2.0 to support the U.S. Air Force Tactical Exploitation of National Capabilities (AF TENCAP) [1][3] - The contract will span five years, starting in July 2025, and aims to enhance warfighting capabilities through rapid prototype development and mission integration [1][3][6] Company Overview - SAIC is a leading mission integrator with a focus on technology and innovation, serving defense, space, civilian, and intelligence markets [7] - The company has approximately 24,000 employees and annual revenues of about $7.5 billion [8] Contract Details - The HOPE 2.0 contract will integrate Intelligence Community capabilities with urgent Department of Defense (DoD) operational needs, providing comprehensive Research, Development, Test, and Evaluation (RDT&E) services [3][4] - SAIC will collaborate with over a dozen defense companies to deliver advanced technology to DoD Combatant Commands [5] Strategic Importance - The contract aligns with the DoD's Software Acquisition Pathway and addresses national priorities such as deterrence in the Pacific [6] - SAIC's efforts will focus on maintaining decision dominance through sensor and data fusion, improving command and control decisions, and enhancing battlespace awareness [9]

Core Insights - Gartner reported revenue of $1.53 billion for the quarter ended March 2025, reflecting a 4.2% increase year-over-year, with EPS at $2.98 compared to $2.93 in the same quarter last year [1] - The reported revenue met the Zacks Consensus Estimate, while the EPS exceeded the consensus estimate by 9.56% [1] Financial Performance Metrics - Revenue from Research was $1.32 billion, slightly below the estimated $1.33 billion [4] - Revenue from Conferences was $73 million, significantly lower than the estimated $92.79 million [4] - Revenue from Consulting was $140 million, surpassing the estimated $113.05 million [4] Stock Performance - Gartner's shares have returned +11.6% over the past month, slightly outperforming the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - SurModics reported a revenue of $28.09 million for the quarter ended March 2025, reflecting a decline of 12.1% year-over-year and an earnings per share (EPS) of -$0.13, compared to $0.07 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $30.77 million by 8.73%, and the EPS was significantly below the consensus estimate of -$0.06, resulting in an EPS surprise of -116.67% [1] Revenue Breakdown - Product sales amounted to $14.99 million, which is a decrease of 17.2% year-over-year and below the average estimate of $17.46 million from two analysts [4] - Revenue from research, development, and other sources was $3.19 million, exceeding the two-analyst average estimate of $2.41 million, marking a year-over-year increase of 30.1% [4] - Royalties and license fees generated $9.91 million, slightly below the average estimate of $10.37 million from two analysts, representing a year-over-year decline of 13.2% [4] Stock Performance - Over the past month, shares of SurModics have returned +0.1%, contrasting with a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]