Group 1 - The company Hubbell (NYSE: HUBB) provides utility and electrical solutions across the utility market, including smart meters, communications systems, electrical transmission, light industrial, and wireless communications [1] - The company is expected to benefit from megatrends such as electrification, grid upgrades, and data center expansions [1]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

Core Viewpoint - Esco Technologies (ESE) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. Company Performance and Outlook - The upgrade reflects an improvement in Esco Technologies' underlying business, suggesting that investors may push the stock price higher due to rising earnings estimates [5][10]. - Esco Technologies is projected to earn $6.07 per share for the fiscal year ending September 2025, with a 6.5% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7][9]. - The upgrade to Zacks Rank 2 places Esco Technologies in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Noble Capital Markets Emerging Growth Virtual Equity Conference June 2025 Forward Looking Statement & Disclosures Except for specific historical information, many of the matters discussed in this presentation may express or imply projections of revenues or expenditures, statements of plans and objectives or future operations or statements of future economic performance. These statements may discuss goals, intentions and expectations as to future trends, plans, events, results of operations or financial cond ...

Core Viewpoint - Itron, Inc. is expected to report first-quarter 2025 earnings on May 1, with anticipated revenues between $610 million and $620 million, reflecting a year-over-year increase of 1.8% [1][2] Revenue and Earnings Estimates - The Zacks Consensus Estimate for first-quarter revenues is $614.3 million, while non-GAAP earnings per share are projected to be between $1.25 and $1.35, with a consensus of $1.30 per share [1][2] - The company reported earnings of $1.24 per share in the same quarter last year [2] Recent Performance and Trends - Itron has beaten the Zacks Consensus Estimate in each of the last four quarters, with an average surprise of 40.8% [2] - The stock has increased by 18.4% over the past year, contrasting with a 7.1% decline in the Zacks Electronics-Testing Equipment industry [2] Factors Influencing Q1 Earnings - Strong customer demand, the growing uptake of the grid edge intelligence platform, and robust operational execution are expected to support Itron's performance [3] - The rollout of smart meters and broader adoption of IoT solutions in utilities are identified as positive trends, while potential slowdowns in project deployment or budget constraints may pose challenges [3] Business Segments Performance - Revenue expectations for the three business segments are as follows: Device Solutions at $127.5 million (up 0.6%), Outcomes at $412 million (up 1.1%), and Networked Solutions at $72.6 million (up 4.9%) year-over-year [7] Strategic Developments - Itron has introduced IntelliFLEX, a grid-edge Distributed Energy Resource Management System, aimed at optimizing utility operations and enhancing grid capacity by up to 20% [8] - The company secured $2.7 billion in orders in 2024, with a book-to-bill ratio of 1.11, primarily from grid-edge intelligence projects [5] Recent Collaborations - Itron partnered with Norgesnett for edge computing deployment in the Nordic region, marking a significant step in modernizing the electricity grid [11] - Collaborations with Tesla and Xcel Energy aim to deploy an advanced virtual power plant in Colorado, enhancing the management of distributed energy resources [12] - A partnership with Microsoft focuses on integrating AI technology to improve operational efficiency for utilities [13] - Collaboration with NVIDIA aims to deliver AI-powered solutions for grid resilience and efficiency [14]

Norwegian Utility to Deploy Itron’s Distributed Intelligence-Enabled Smart Meters to Modernize GridLIBERTY LAKE, Wash., April 02, 2025 (GLOBE NEWSWIRE) -- Itron, Inc. (NASDAQ: ITRI), which is innovating new ways for utilities and cities to manage energy and water, is working together with Norwegian energy utility, Norgesnett, on the first-ever edge computing deployment in the Nordics with Itron’s Grid Edge Intelligence portfolio, which includes distributed intelligence (DI)-enabled smart meters. As part of ...

Esco Technologies (ESE) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The powe ...