核心财务表现 - 季度每股收益0.18美元 超出市场预期0.16美元 同比增长38% [1] - 季度营收4.5216亿美元 超出市场预期4.61% 同比增长18.9% [2] - 过去四个季度中 三次超过每股收益预期 四次超过营收预期 [2] 股价表现与市场对比 - 年初至今股价上涨1.8% 同期标普500指数上涨8.7% [3] - 当前Zacks评级为4级（卖出） 预计短期内表现将弱于市场 [6] 未来业绩指引 - 下季度预期每股收益0.16美元 营收3.9047亿美元 [7] - 本财年预期每股收益0.69美元 营收16.8亿美元 [7] - 盈利预测修正趋势目前呈现不利态势 [6] 行业环境分析 - 所属技术服务业在Zacks行业排名中处于前39%分位 [8] - Zacks排名前50%行业表现优于后50%行业 超额幅度超2倍 [8] - 同业公司Sprinklr预计下季度每股收益0.10美元 同比增长66.7% [9]

Key Takeaways Leidos Holdings, Inc. (LDOS) , with rising earnings estimates, robust ROE, a solid backlog and valuable return to its shareholders, offers a great investment opportunity in the Zacks Computers IT Services industry. Let's focus on the reasons that make this Zacks Rank #2 (Buy) stock an attractive investment pick at the moment. Growth Outlook & Surprise History of LDOS The Zacks Consensus Estimate for LDOS' 2025 earnings per share (EPS) has increased 2.8% to $11.07 in the past 30 days. The Zacks ...

Carvana has been steadily improving its e-commerce model and customer experience. Delivery times are now 0.7 days faster than a year ago, and processes have been simplified, making car buying easier and more appealing. These changes are showing up in the numbers. In the second quarter of 2025, Carvana's retail unit sales jumped 41% year over year to 143,280 units. That's well ahead of the broader auto market, which grew less than 5%. Key Takeaways Recent insider activity at Carvana Inc. (CVNA) has raised qu ...

公司盈利预期下调 - SoundThinking公司当前财年盈利的Zacks共识预期在过去60天内下调80.8% [1] - INPLAY OIL公司当前财年盈利的Zacks共识预期在过去60天内下调78.3% [2] - GCT Semiconductor公司当前财年盈利的Zacks共识预期在过去60天内下调62.5% [3] 公司业务领域 - SoundThinking公司专注于为执法机构和市政领导提供公共安全技术解决方案及战略咨询服务 [1] - INPLAY OIL公司主要从事加拿大西部地区的石油天然气勘探开发生产及资产收购业务 [2] - GCT Semiconductor公司为无晶圆厂半导体设计供应商 专注于LTE物联网和5G先进半导体解决方案 [3]

财务表现 - 公司第二季度营收首次突破10亿美元 超出所有预期[1] - 政府收入同比增长49.2%至5.5298亿美元 商业收入同比增长46.6%至4.5071亿美元[5] - 剩余履约义务金额同比增长77%至24.2亿美元 显示未来增长潜力[12] 股价表现 - 年初至今股价累计上涨107.5%[1] - 近期出现连续6个交易日下跌 较8月12日历史高点折价17.9%[2] - 当前股价疲软为投资者提供了入场机会[3] 业务发展 - 客户总数达849家[5] - 人工智能平台AIP整合开源和商业大语言模型 实现结构化与非结构化数据转换[6][7] - 商业业务加速增长 减少对政府国防机构的依赖[7] 业绩指引 - 上调2024年营收指引至41.42-41.50亿美元 此前预期为38.9-39.0亿美元[10][11] - 第三季度营收预期10.83-10.87亿美元 超出华尔街9.83亿美元的预期[11] - 同步上调全年营业利润和现金流预期[11] 增长催化剂 - 美国国防工业近3200亿美元补充资金投入[14] - 175亿美元导弹防御计划可能带来新合同机会[14] - 公司计划加大人才招聘和产品功能开发投入[13] 盈利预测 - 2025年营收预期41.7亿美元 同比增长45.6% 每股收益0.65美元 增长58.5%[16] - 2026年营收预期55.6亿美元 同比增长33.2% 每股收益0.84美元 增长30.5%[17] - 过去30天内2025年每股收益预期上调12.1% 2026年上调16.7%[16][17]

Key Takeaways Newmont Corporation (NEM) continues to take steps to improve its leverage profile. It retired $372 million of debt during the second quarter. NEM ended the second quarter with net debt of $1,422 million, down from $3,221 million at the end of the prior quarter. Notably, Newmont has reduced debt by $1.4 billion since the beginning of 2025. The deleveraging was backed by strong free cash flow generation. NEM's free cash flow surged nearly threefold year over year and 42% from the prior quarter t ...

Key Takeaways Freeport-McMoRan Inc.'s (FCX) shares have gained 11.3% in the past six months. It has outperformed the Zacks Mining - Non Ferrous industry's rise of 1.3% and the S&P 500's gain of 7.3% over the same period. Its peers, Southern Copper Corporation (SCCO) and BHP Group Limited (BHP) , have gained 0.8% and 4.9%, respectively, in the same time. While FCX's second-quarter results showed a rise in both top and bottom line on higher copper and gold prices, its guidance indicates higher expected unit c ...

Key Takeaways The computer storage devices industry players are likely to gain from solid momentum in cloud computing, Internet of Things (IoT), auto, connected devices, virtual reality and artificial intelligence (AI) in the long run. These factors propel the demand for robust data storage solutions, bolstering computer storage product requirements. WDC expects the proliferation of generative AI-driven storage deployments to result in a client and consumer device refresh cycle, and boost content creation a ...

财务表现 - 公司季度每股亏损0.01美元，低于市场预期的每股盈利0.02美元，上年同期为每股盈利0.06美元，经调整后季度盈利意外为-150% [1] - 上一季度实际每股亏损0.12美元，远差于预期的0.01美元亏损，盈利意外达-1100% [1] - 过去四个季度中，公司仅有一次超过每股收益预期 [2] - 季度营收3.398亿美元，超出市场预期5.75%，上年同期为2.7435亿美元，过去四个季度中有三次超过营收预期 [2] 股价表现 - 公司股价年初至今上涨68.4%，远超同期标普500指数8.7%的涨幅 [3] - 当前Zacks评级为3(持有)，预计近期表现将与市场持平 [6] 未来展望 - 当前市场对下季度每股收益预期为0.03美元，营收预期3.3152亿美元 [7] - 当前财年每股收益预期为0.03美元，营收预期13.1亿美元 [7] - 盈利预期修正趋势近期呈现混合状态 [6] 行业情况 - 所属互联网软件行业在Zacks行业排名中处于前30%位置 [8] - 行业排名前50%的表现通常比后50%高出2倍以上 [8] - 同行业公司Affirm Holdings预计季度每股收益0.11美元，同比增长178.6% [9] - Affirm Holdings营收预期8.3988亿美元，同比增长27.4% [10] - Affirm Holdings过去30天每股收益预期被上调29.3% [9]

Short sellers are wagering against top AI stocks currently, which has earned them billions. On Wednesday, the Nasdaq Composite fell 0.7%, capping a two-day decline of 1.5% as concerns about the sustainability of the AI boom made the rounds.According to data from S3 Partners, short sellers amassed $5.6 billion on wagers against AI-linked companies in just two trading sessions.Big Tech Takes a HitAmong the Magnificent Seven, Meta (META) has been the hardest hit, down 4% over the past five sessions. NVIDIA (NV ...