Core Insights - Magic Software reported quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.29 per share, but showing an increase from $0.23 per share a year ago, resulting in an earnings surprise of -13.79% [1] - The company achieved revenues of $161.66 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.43% and increasing from $142.97 million year-over-year [2] - Magic Software's stock has increased approximately 100.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 13.4% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $151.3 million, and for the current fiscal year, it is $1.09 on revenues of $605.1 million [7] - The estimate revisions trend for Magic Software was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Computer - Software industry, to which Magic Software belongs, is currently ranked in the top 29% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - The performance of Magic Software's stock may also be influenced by the upcoming earnings report from Salesforce.com, another company in the same industry, which is expected to report quarterly earnings of $2.85 per share, reflecting a year-over-year change of +18.3% [9][10]

Core Insights - OptimizeRx Corp. reported quarterly earnings of $0.20 per share, significantly exceeding the Zacks Consensus Estimate of $0.03 per share, marking an earnings surprise of +566.67% [1] - The company achieved revenues of $26.07 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 11.25% and showing a year-over-year increase from $21.31 million [2] - OptimizeRx shares have increased approximately 294.2% year-to-date, outperforming the S&P 500's gain of 15.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $32.81 million, while the estimate for the current fiscal year is $0.67 on revenues of $107.38 million [7] - The estimate revisions trend for OptimizeRx was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Computer - Software industry, to which OptimizeRx belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, Magic Software, is expected to report quarterly earnings of $0.29 per share, reflecting a year-over-year increase of +26.1% [9]

Core Viewpoint - Magic Software (MGIC) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimate Revisions - Analysts' optimism regarding Magic Software's earnings prospects is leading to higher estimates, which is expected to positively impact the stock price [2]. - The current-quarter earnings estimate is $0.29 per share, reflecting a +26.1% change from the previous year, with the Zacks Consensus Estimate increasing by 11.54% over the last 30 days [6]. - For the full year, the earnings estimate stands at $1.09 per share, indicating a +17.2% change from the year-ago figure, with a 10.1% increase in the consensus estimate during the same period [7][8]. Zacks Rank and Performance - Magic Software has achieved a Zacks Rank 2 (Buy), indicating promising estimate revisions that suggest potential outperformance compared to the S&P 500 [9]. - Historically, Zacks 1 (Strong Buy) and 2 (Buy) ranked stocks have significantly outperformed the S&P 500, with Zacks 1 stocks averaging a +25% annual return since 2008 [3][9]. Stock Performance - The stock has gained 6.4% over the past four weeks, driven by solid estimate revisions, suggesting that earnings growth prospects may lead to further stock price increases [10].

Group 1: Earnings Performance - Cisco Systems reported quarterly earnings of $0.96 per share, exceeding the Zacks Consensus Estimate of $0.91 per share, and up from $0.88 per share a year ago, representing an earnings surprise of 5.49% [1] - The company posted revenues of $14.15 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 0.65%, and an increase from year-ago revenues of $12.7 billion [2] Group 2: Stock Performance and Outlook - Cisco shares have increased approximately 4.4% since the beginning of the year, compared to the S&P 500's gain of 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.96 on revenues of $14.54 billion, and for the current fiscal year, it is $3.73 on revenues of $56.44 billion [7] Group 3: Industry Context - The Computer - Networking industry, to which Cisco belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, indicating potential challenges in outperforming the market [8]

Core Viewpoint - OptimizeRx Corp. reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of a loss of $0.11 per share, marking a significant earnings surprise of 172.73% [1] - The company has consistently surpassed consensus EPS estimates over the last four quarters [2] Financial Performance - For the quarter ended March 2025, OptimizeRx posted revenues of $21.93 million, which is a 15.86% increase compared to the Zacks Consensus Estimate and an increase from $19.69 million year-over-year [2] - The company has topped consensus revenue estimates two times in the last four quarters [2] Stock Performance - OptimizeRx shares have increased by approximately 105.6% since the beginning of the year, contrasting with a decline of 3.8% in the S&P 500 [3] - The stock's immediate price movement will depend on management's commentary during the earnings call [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $21.43 million, while for the current fiscal year, it is $0.40 on revenues of $101.98 million [7] - The estimate revisions trend for OptimizeRx is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Computer - Software industry, to which OptimizeRx belongs, is currently ranked in the top 26% of over 250 Zacks industries, suggesting a favorable outlook [8] - The top 50% of Zacks-ranked industries outperform the bottom 50% by more than a factor of 2 to 1 [8]