Key Takeaways CPB is down 20.4% YTD, trailing the market, its sector and industry amid broad underperformance. Weak demand in the Snacks segment hurt organic sales and is recovering slower than expected. Margin pressures from inflation, higher costs and flat pricing have pushed CPB downward.The Campbell's Company (CPB) has endured a challenging run in 2025, with its stock down 20.4% year to date. This sharp decline starkly contrasts with the broader market, underperforming the S&P 500’s modest 1.8% growth ...

Key Takeaways NEXT signs $9 billion in EPC contracts with Bechtel to build Train 4 and Train 5 at Rio Grande LNG. The $4.77 billion Train 4 deal and $4.32 billion Train 5 deal include fixed pricing through Sept. 15, 2025. NEXT aims to reach FID on Train 4 before pricing validity ends and advances supply deals for Train 5.NextDecade Corporation (NEXT) , a U.S.-based liquefied natural gas producer, announced that it has finalized contracts with Bechtel Energy for the construction of Train 4 and Train 5 at i ...

Key Takeaways AMT has surged 18.7% YTD, outperforming peers and the broader market on strategic growth moves. AMT is investing $600M in data centers to tap AI-driven demand and diversify revenue sources. 75% of AMT's $1.5B discretionary 2025 spending is targeted at low-risk developed markets.Shares of American Tower (AMT) have rallied 18.7% so far this year, closing at $217.70 on Thursday on the NYSE. The stock has outperformed the Zacks REIT and Equity Trust - Other industry and the S&P 500 composite as ...

Key Takeaways ONEOK benefits from 88% fee-based 2024 earnings and expects over 90% of 2025 revenue to be fee-based. OKE's capex supports organic growth in high-production areas, enhancing services for energy producers. NGL and processing volumes have grown annually by 20% and 10%, strengthening ONEOK's regional position.ONEOK Inc. (OKE) continues to benefit from increased fee-based earnings and capital expenditures. Its expansion efforts and pipeline additions are intended to strengthen its position in hi ...

Key Takeaways CrowdStrike launched a Next-Gen SIEM to address legacy SIEM limitations with AI, automation, and scalability. CrowdStrike's Falcon Next-Gen SIEM delivers end-to-end visibility with lower costs and faster insights. CRWD's new SIEM offering drove 100% ARR growth in Q1 FY26 and integrates threat hunting via Falcon OverWatch.CrowdStrike (CRWD) is doubling down on the next generation of Security Information and Event Management (SIEM) as part of its mission to protect enterprises against evolving ...

Key Takeaways CCL's 11.90X forward P/E is well below the industry average of 18.15X, signaling a discounted valuation. Record advance bookings and high pricing power highlight strong demand across North America and Europe. 2025 EPS is projected to rise 32%, with analysts targeting up to 44.3% upside from the current share price.Carnival Corporation & plc (CCL) is currently trading at a discount relative to its industry, with its forward 12-month price-to-earnings (P/E) ratio sitting below its five-year av ...

Key Takeaways Data Vantage is expected to deliver mid to high single-digit organic net revenue growth in 2025. CBOE benefits from a diversified business mix that ensures steady revenue generation. CBOE continues to build global breadth through strategic acquisitions while generating cost synergies.Shares of Cboe Global Markets, Inc. (CBOE) have gained 35.1% in the past year, outperforming the industry's growth of 27.9%, the Finance sector’s return of 20.7% and the Zacks S&P 500 composite’s appreciation of ...

Key Takeaways DECK trades nearly 52% below its 52-week high, lagging peers and broader retail and market indexes. Weaker HOKA DTC sales and rising promotions signal pressure on growth and consumer demand. Tariffs may add $150M in FY26 costs, with EPS and gross margin both expected to decline in Q1.Deckers Outdoor Corporation (DECK) has witnessed a significant decline over the past six months, with its shares plummeting 49%, underperforming the Zacks Retail-Apparel and Shoes industry's drop of 15.7%. The c ...

Key Takeaways Strattec saw gross margin rise 560 bps to nearly 16% on pricing moves and favorable currency shifts. Adjusted EBITDA margin nearly doubled to 9% as STRT improved profitability while investing in operations. Restructuring in Mexico and Milwaukee is expected to show full benefits in Q1 of fiscal 2026.Strattec Security Corporation (STRT) , a leading global company that manufactures high-tech locking and access systems for cars, is retaining a larger share of the revenue it generates from each s ...

Key Takeaways Adjusted EPS beat estimates by 244%, while revenues missed slightly by 0.5% but rose 12% year over year. RH stock surged 20.3% in after-hours trading, driven by a bullish Q2 and fiscal 2025 outlook. Gross margin expanded 20 bps, with adjusted operating margin rising 50 bps, reflecting cost leverage by RH.RH (RH) reported mixed first-quarter fiscal 2025 (ended May 3, 2025) results, with adjusted earnings topping the Zacks Consensus Estimate while net revenues missed the same. On a year-over-y ...