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In recent days, AngloGold Ashanti has attracted attention as analysts projected a very large year-over-year increase in quarterly earnings per share alongside solid revenue growth, supported by updated consensus estimates. A key insight is that these upward earnings revisions, reflected in the company’s current Zacks Rank of #3 (Hold), highlight growing confidence in AngloGold Ashanti’s near-term profitability without changing its overall rating. We’ll now examine how this recent wave of...

Marathon Petroleum recently attracted attention as analyst estimate revisions and a strong earnings outlook coincided with its shares outperforming both the Oils-Energy sector and the broader market over the past month. With the company set to discuss its third-quarter results on a now-completed November 3, 2026 conference call, the combination of upbeat analyst sentiment and earnings expectations has become a central focus for investors assessing its longer-term prospects. Against this...

In its fiscal 2026 second quarter, Core & Main, Inc. reported higher year-on-year sales of US$2,145 million and net income of US$144 million, reaffirmed full-year guidance for US$7.80–US$7.90 billion in net sales, accelerated share repurchases under its existing program, and highlighted a more active acquisition pipeline progressing to letters of intent. A key insight from these updates is management’s emphasis on using a strong balance sheet and cash generation to fund both M&A aimed at...

NVIDIA's scale, diversified AI exposure, stronger profitability and lower valuation give it an edge over Credo after earnings.

Artificial intelligence has come under renewed scrutiny. But this AI stock is eyeing an entry amid bullish support as profits pop.

The warehouse club operator should wrap up a big year with a special surprise.

Micron looks like a buying opportunity, but history may call for caution.

IP Group PLC (FRA:IOOA) grew NAV per share to 114p and generated GBP69 million in H1 2026 cash proceeds, more than doubling last year's first-half total.

MACOM Technology Solutions Holdings has turned a long run of strong share-price gains into a live question about what its current valuation really asks you to pay for its future cash flows. After a powerful multi year move, set against some recent share price weakness, the issue is whether the cash the business can generate over time lines up with where MACOM trades today. Over the past 5 years the stock has returned about 295.6%, which puts a lot of investor expectations on the line if its...

In recent days, General Dynamics was upgraded to a Zacks Rank #2 (Buy) after analysts raised their full-year earnings estimates by 2.3% over the past three months, signaling greater confidence in the company’s earnings outlook. This shift in analyst sentiment comes as General Dynamics’ year-to-date return has outpaced the broader Aerospace group, suggesting its mix of defense and aerospace businesses is being viewed as relatively resilient within the sector. We’ll now examine how this...

Costco (COST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Airbnb (NASDAQ:ABNB) and the rest of the consumer internet stocks fared in Q2.

Key Stats for PFE StockPast week performance: Consolidating52-week range: $24 to $29Valuation model target price: $28Implied upside: 2. 8% over 2.

Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.

The networking company also expects adjusted operating margins of 32% to 35% and free cash flow margins of about 20% by fiscal 2029.

NVIDIA's AI infrastructure scale and profitability contrast with SoundHound's rapid growth, narrowing losses and smaller voice AI focus.

FEI's fiscal Q1 earnings per share grows year over year, fueled by stronger satellite and defense demand. Backlog and margins improved sharply, and management reiterated its fiscal 2029 targets.

KEYS Q3 orders surged 56% as AI infrastructure and connectivity demand grew, but supply constraints could limit near-term revenue conversion.

IREN's AI cloud revenues surge as contracted demand grows, but heavy spending, execution risks and a premium valuation keep investors cautious.

Why Deere stock is back in focus after its earnings surprise Deere (DE) moved back onto investor watchlists after a Q2 surprise, with US$12.61b in revenue and earnings topping analyst estimates, and the share price climbing 16.5% since that report. Over the past year Deere has moved from a steady compounder to a momentum story, with a year to date share price return of 46.54% and a 1 year total shareholder return of 47.77%. This points to investors reassessing both its growth potential and...

Recently, Emerson Electric has drawn increased attention on Zacks.com as analysts lifted earnings and revenue estimates, with the company now carrying a Zacks Rank #2 (Buy) rating based on these positive revisions. This combination of rising profit expectations and stronger sales forecasts has put the company’s earnings outlook in sharper focus for investors assessing its industrial automation and software exposure. Next, we’ll examine how these upward earnings estimate revisions interact...

Trip.com (TCOM) delivered earnings and revenue surprises of +9.18% and +0.78%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

SEALSQ Corp (LAES) posted 131% revenue growth and a 48% gross margin in H1 2026, while widening losses and a $225 million commercial pipeline frame its post-quantum ambitions.

Microsoft stock cleared a cup base at a 466.32 buy point amid an earnings-fueled rally and is extended.

Broadcom (AVGO) just wrapped up two share repurchase authorizations and announced fresh fourth quarter revenue guidance alongside a new dividend affirmation. Together, these updates give investors a clearer snapshot of capital returns and expected near term sales. The recent pullback tells the story. Broadcom’s share price has retreated around 12% over the past month and is down about 8% over 90 days, even as headlines focus on AI guidance tweaks, regulatory questions around VMware, and...

NVIDIA's broader AI ecosystem, stronger profitability and lower valuation give it an edge over Broadcom as AI spending accelerates.

Etsy (ETSY) could achieve the high end of its gross merchandise sales target as better artificial in

CNC's and ADM's strong 2026 guidance, estimate revisions and attractive valuations offer fresh reasons to watch these non-AI stocks.

Oracle stock is down more than 50% from its high. Is this a buying opportunity?

In early September 2026, Snowflake reported second-quarter fiscal 2027 results showing higher sales of US$1,546.79 million and a reduced net loss of US$191.72 million, while also completing a US$3,697.59 million share repurchase program that retired 25,378,000 shares. Management attributed the stronger performance to growing adoption of its AI offerings, including CoCo and CoWork, and raised full-year fiscal 2027 product revenue and operating margin guidance, signaling increased confidence...