Paypal (PYPL) is a Top-Ranked Growth Stock: Should You Buy?
ZACKS· 2025-07-08 22:45
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? The ...
Why Twilio (TWLO) is a Top Growth Stock for the Long-Term
ZACKS· 2025-07-08 22:45
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style Sco ...
Why Equifax (EFX) is a Top Growth Stock for the Long-Term
ZACKS· 2025-07-08 22:45
Zacks Premium服务 - Zacks Premium提供每日更新的Zacks Rank和Zacks Industry Rank、Zacks 1 Rank List、股票研究报告和高级股票筛选工具,帮助投资者更自信地进行投资[1] - 该服务还包括Zacks Style Scores,这是一套独特的股票评级指南,基于价值、增长和动量三种投资类型对股票进行评级[2] Zacks Style Scores - 每只股票根据价值、增长和动量特征获得A、B、C、D或F的评级,评级越高,股票表现优于市场的概率越大[3] - 价值评分利用P/E、PEG、Price/Sales等比率来识别被低估的股票[3] - 增长评分考虑历史及预测的盈利、销售和现金流,以识别具有长期可持续增长潜力的公司[4] - 动量评分利用一周价格变化和盈利预测的月度百分比变化来识别趋势性投资机会[5] - VGM评分是价值、增长和动量评分的综合指标,帮助投资者筛选最具吸引力的股票[6] Zacks Rank与Style Scores的结合 - Zacks Rank是一种基于盈利预测修正的股票评级模型,1(强力买入)股票自1988年以来年均回报率达+23.62%,远超标普500指数[7] - 每日有超过200家公司被评为1(强力买入),600家被评为2(买入),总计超过800只高评级股票[8] - 最佳投资组合应选择Zacks Rank 1或2且Style Scores为A或B的股票,以最大化成功概率[9] - 即使股票Style Scores为A或B,若Zacks Rank为4(卖出)或5(强力卖出),其股价仍可能因盈利预测下调而下跌[10] 重点关注股票:Equifax (EFX) - Equifax是一家全球数据、分析和技术公司,提供信息解决方案和人力资源业务流程外包服务[11] - EFX的Zacks Rank为3(持有),VGM评分为B,增长评分为B,预计当前财年盈利同比增长4.4%[12] - 2025财年,两位分析师在过去60天内上调了盈利预测,Zacks共识预期每股盈利上调0.01美元至7.61美元,平均盈利意外为+4.2%[12] - 凭借稳健的Zacks Rank和优异的增长及VGM评分,EFX值得投资者关注[13]
Healthy Returns: Medicaid cuts in Trump's megabill may affect some drugmakers more than others
CNBC· 2025-07-08 22:41
法案内容 - 美国总统特朗普签署名为"One Big Beautiful Bill Act"的全面支出和税收法案,涉及超过1万亿美元的医疗补助(Medicaid)削减 [1][2] 医疗补助削减影响 - 医疗补助削减将使数百万弱势美国人失去医疗保险,并对依赖补助的医院和医疗中心构成威胁 [2] - 医疗补助仅占许多制药公司在美国收入的一部分,占其全球总收入比例更小 [3] - 医疗补助对药品的报销率低于医疗保险(Medicare)或商业保险 [3] 制药行业影响机制 - 制药公司需向各州提供回扣以换取医疗补助覆盖其药品,导致药品净价降低 [4] - 分析师认为未来收入损失对制药公司是边际负面影响 [4] - 不同公司对医疗补助市场的依赖程度存在差异 [4] 重点公司影响 - Vertex制药和吉利德(Gilead)比其他大型制药公司更依赖医疗补助 [5] - 医疗补助占Vertex美国收入的25%,占吉利德美国销售额的22% [5] - Vertex披露其囊性纤维化药物(关键收入来源)23%的销售额来自医疗补助 [6] - 囊性纤维化患者中50%儿童和33%成人依赖医疗补助支付治疗费用 [6]
Is Array Technologies (ARRY) Stock Outpacing Its Oils-Energy Peers This Year?
ZACKS· 2025-07-08 22:41
公司表现 - Array Technologies Inc (ARRY) 今年以来股价上涨30.5%,远超石油能源行业平均1%的涨幅 [4] - 公司所属的太阳能行业(包含15只个股)平均涨幅为2.6%,ARRY显著跑赢行业平均水平 [5] - 同行FMC Technologies (FTI) 年内涨幅20.2%,表现同样优于行业但不及ARRY [4] 行业排名 - ARRY属于Zacks行业排名第36位的太阳能行业,该行业在16个行业组别中整体排名第15位 [2][5] - FTI所属的油气田服务行业(包含23只个股)排名第220位,年内跌幅达10.5% [6] 财务指标 - ARRY全年盈利预测共识值在过去季度上调4.7%,反映分析师情绪改善 [3] - FTI全年EPS预测共识值近三月微升0.2% [5] 评级情况 - ARRY当前获得Zacks买入评级(2级),该评级体系侧重盈利预测修正指标 [3] - FTI同样持有Zacks买入评级(2级) [5]
Is Fabrinet (FN) Stock Outpacing Its Computer and Technology Peers This Year?
ZACKS· 2025-07-08 22:40
The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Fabrinet (FN) one of those stocks right now? 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.Fabrinet is one of 607 companies in the Computer and Technology group. The Computer and Technology group currently sits at #5 within the Zacks Sector Rank. The Zac ...
Is DHT (DHT) Stock Outpacing Its Transportation Peers This Year?
ZACKS· 2025-07-08 22:40
For those looking to find strong Transportation stocks, it is prudent to search for companies in the group that are outperforming their peers. Is DHT Holdings (DHT) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.DHT Holdings is one of 122 individual stocks in the Transportation sector. Collectively, these companies sit at #4 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in te ...
Is TreeHouse Foods (THS) Stock Undervalued Right Now?
ZACKS· 2025-07-08 22:40
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...
Is Apogee Enterprises (APOG) Stock Undervalued Right Now?
ZACKS· 2025-07-08 22:40
投资策略 - Zacks采用基于盈利预测和预测修正的排名系统来筛选优质股票 [1] - 价值投资是当前最受欢迎的股票市场趋势之一 [2] - Zacks开发了风格评分系统,其中"价值"类别帮助识别具有特定特征的股票 [3] Apogee Enterprises (APOG) 投资亮点 - APOG当前获得Zacks Rank 2(买入评级)和价值评级A [3] - 公司市净率(P/B)为1.93,低于行业平均P/B 2.28 [4] - 过去一年APOG的P/B波动区间为1.68-3.78,中位数为2.70 [4] - 公司市现率(P/CF)为8.14,低于行业平均P/CF 9.50 [5] - 过去一年APOG的P/CF波动区间为6.12-13.26,中位数为9.05 [5] 估值分析 - APOG当前估值指标显示股票可能被低估 [6] - 结合盈利前景分析,APOG目前表现出色作为价值股 [6]
Is CenterPoint Energy (CNP) Stock Outpacing Its Utilities Peers This Year?
ZACKS· 2025-07-08 22:40
For those looking to find strong Utilities stocks, it is prudent to search for companies in the group that are outperforming their peers. Has CenterPoint Energy (CNP) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Utilities peers, we might be able to answer that question.CenterPoint Energy is one of 109 individual stocks in the Utilities sector. Collectively, these companies sit at #1 in the Zacks Sector Rank. The Zacks Sector Rank considers ...