Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use a variety of methods, including tried-and-true valuation metr ...

Investors interested in Medical stocks should always be looking to find the best-performing companies in the group. Has Acurx Pharmaceuticals, Inc. (ACXP) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Acurx Pharmaceuticals, Inc. is one of 998 companies in the Medical group. The Medical group currently sits at #6 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. ASML (ASML) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.ASML is one of 608 companies in the Computer and Technology ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks.Luckily, Zacks has developed ...

The Aerospace group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Heico Corporation (HEI) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question.Heico Corporation is a member of our Aerospace group, which includes 54 different companies and currently sits at #1 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 dif ...

The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Gen Digital (GEN) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.Gen Digital is one of 271 individual stocks in the Business ...

行业概述 - NVIDIA和Arm Holdings是推动人工智能增长的两大半导体设计公司 NVIDIA主导GPU市场并与AI训练和推理紧密关联 Arm Holdings凭借其AI优化的CPU架构在云端和边缘应用中日益重要 [1] 公司比较 NVIDIA - NVIDIA处于AI计算中心地位 产品广泛应用于数据中心、游戏和自动驾驶领域 数据中心收入在2026财年第一季度同比增长73%至391亿美元 [3] - 新一代Hopper 200和Blackwell GPU平台快速被采用 Blackwell架构性能显著提升 后续版本Blackwell Ultra和Vera Rubin有望进一步巩固市场地位 [4] - 面临出口限制挑战 美国新规导致第一季度在中国损失25亿美元H20芯片销售额 预计第二季度还将损失80亿美元 但第二季度收入仍预计达到450亿美元(±2%) 同比增长50% [5] Arm Holdings - Arm Holdings在半导体行业长期发挥关键作用 低功耗芯片设计广泛应用于智能手机和平板电脑 苹果、高通和三星等大公司持续依赖其架构 [6] - 受益于AI和物联网增长 其高能效芯片用于智能设备、自动驾驶系统和云基础设施 专注于AI就绪设计支持未来增长 [7] - 采用许可和版税模式带来稳定收入 无需大量资本支出 跨行业合作伙伴关系帮助保持在汽车、数据中心和消费设备领域的相关性 [8] - 面临全球贸易问题和关税挑战 10-20%的版税收入来自美国出货 中国公司转向政府支持的RISC-V开源芯片技术可能削弱其市场份额 [9] 财务表现 - NVIDIA数据中心收入增长73%至391亿美元 预计第二季度收入45亿美元 尽管因出口限制在中国损失80亿美元销售额 Arm Holdings股价过去一年下跌16.9% [11] - Zacks共识预计NVIDIA 2026财年每股收益增长42.1% 2027财年增长31.3% 过去30天盈利预测上调显示信心强劲 Arm Holdings预计2026财年每股收益增长5.5% 2027财年增长34.8% 但过去60天预测趋势下行 [12][13] - NVIDIA过去一年股价上涨6.2% Arm Holdings下跌16.9% NVIDIA市销率16.26倍 远低于Arm Holdings的31.2倍 [14][15] 结论 - NVIDIA在规模、技术领先地位和应对挑战能力方面具有优势 Arm Holdings增长故事稳固但面临关税、中国敞口和高估值问题 对寻求AI领域风险回报平衡的投资者而言 NVIDIA是更强选择 [16]

核心观点 - Darden Restaurants Inc (DRI) 将于6月20日盘前公布2025财年第四季度财报 [1] - 预计第四季度每股收益(EPS)为2.96美元 同比增长11.7% 营收预计为32.6亿美元 同比增长10.3% [1][2][8] - 公司过去四个季度中一次超出盈利预期 三次未达预期 平均意外为负0.9% [1] 业绩驱动因素 - 品牌势头持续强劲 战略菜单促销和数字化能力扩展推动业绩增长 [3] - Olive Garden通过"买一送一"限时优惠和新增菜品(如Steak Gorgonzola Alfredo)吸引客流 [4] - LongHorn Steakhouse通过季节性菜单(如烤羊排)和品质把控维持客户粘性 [4] - 与Uber Direct合作带来平均账单金额提升约20% 增量达40-50%且不影响餐厅运营 [6] 分品牌业绩预测 - Olive Garden营收预计增长6.2%至14亿美元 [5] - LongHorn Steakhouse营收预计增长9.9%至8.38亿美元 [5] - 高端餐饮部门营收预计增长16.2%至3.8亿美元 [5] 成本压力 - 整体通胀率预计达3% 高于前期的2-2.2% 主要受禽类和海鲜成本上涨影响 [7] - 食品饮料成本预计增长9.7%至约10亿美元 [7] - 劳动力成本预计增长9.9%至约10亿美元 [7] 其他餐饮企业预测 - Shake Shack (SHAK) 预计盈利增长33.3% 过去四个季度三次超预期 平均意外+4.1% [11] - Brinker International (EAT) 预计盈利增长46% 过去四个季度三次超预期 平均意外+24.5% [12] - Cheesecake Factory (CAKE) 预计盈利下降3.7% 但过去四个季度均超预期 平均意外+15.1% [13]

Key Takeaways XOM awards EnerMech a key contract to decommission the Hoover-Diana deepwater development. The project includes subsea flushing, pigging, and coiled tubing to retire aging infrastructure. This marks the first large Gulf decom job for EnerMech, boosting its presence in a growing U.S. market.Exxon Mobil Corporation (XOM) has awarded a major deepwater decommissioning contract to integrated energy services provider EnerMech for its 25-year-old Hoover-Diana development in the U.S. Gulf of Mexico, ...

Key Takeaways WSR acquired 5000 South Hulen, an 86,907-sq-ft shopping center in Fort Worth, TX. The property lies in a high-traffic zone near affluent neighborhoods and Hulen Mall. WSR aims to remerchandise and maximize value using its local market knowledge.Whitestone REIT (WSR) recently announced the acquisition of 5000 South Hulen, a shopping center spanning 86,907 square feet of space in Fort Worth, TX. The move comes as part of the company’s growth strategy to bolster its portfolio in a thriving and ...