Key Takeaways STRL raised 2025 EPS guidance to $8.40-$8.90, projecting up to 25.5% year-over-year growth. EPS estimates rose to $8.61 for 2025, reflecting 41.2% growth on robust data center project momentum. E-Infrastructure backlog hit $1.2B, with 65% tied to data centers and total backlog reaching $2.13B.Sterling Infrastructure, Inc. (STRL) has shifted its focus toward large-scale mission-critical projects, including data centers, which are proving incremental for its bottom line and revenue visibility. ...

Key Takeaways AYI's Q3 EPS rose 23% to $5.12, beating estimates by 15.8% on 21.7% higher net sales. Acuity Intelligent Spaces sales jumped 249% with 260% profit growth, lifting total margin expansion. AYI reaffirmed FY25 guidance with EPS of $16.50-$18.00 and sales of $4.3B-$4.5B.Acuity Inc. (AYI) reported impressive results for the third quarter of fiscal 2025 (ended May 31, 2025), with adjusted earnings and net sales topping the Zacks Consensus Estimate and increasing year over year.The quarter’s perfor ...

Key Takeaways LTRX enables digital transformation of backup power at wireless sites using its IoT Edge solutions. The FOX Series and Percepxion platform offer scalable, vendor-agnostic generator monitoring. Expanded oversight includes HVAC, battery banks and power metrics for full site visibility.Lantronix, Inc. (LTRX) has announced a multi-year agreement with a Tier-1 U.S. mobile network operator. The collaboration will enable the digital transformation of more than 50,000 backup power systems at wireles ...

Key Takeaways TRNO signed a 103K sq ft lease in Redondo Beach, set to begin in stages from July to October 2025. The lessee is a provider of in-space mobility; the lease runs through October 2035. In Q1 2025, TRNO's cash rents on new and renewed leases surged 34.2% with a 71.7% retention ratio.Terreno Realty (TRNO) recently announced the execution of a 103,000 square feet lease in Redondo Beach, CA. The new lease is scheduled to commence in stages between July and October 2025, and slated for expiry in Oc ...

股价表现 - MP Materials Corp股价下跌7%至3345美元[1] - 股价从6月18日的两年高点3910美元回落[2] - 跌破10日移动平均线但仍保持115%的年内涨幅[2] - 14日相对强弱指数为756处于超买区域[2] 期权交易 - 今日看跌期权交易量达8102份是平时三倍[3] - 最活跃合约为2026年1月55美元和42美元看涨期权[3] - 其次为6月26日3450美元行权价的周度看跌期权[3] 空头仓位 - 空头仓位占流通股比例达23%[4] - 按平均交易量计算空头需3天以上才能平仓[4] 行业影响 - 中国占据全球90%稀土加工产能[1] - 此前美国对华关税政策曾利好公司股价[1]

Key Takeaways Oracle and Intuit represent different AI-driven approaches to enterprise software markets. ORCL's cloud revenues surged 27% but face capacity constraints requiring $25B capex investment. INTU offers superior upside potential with 77% recurring revenues and expanding SMB market focus.Two enterprise software giants are commanding investor attention as artificial intelligence reshapes the business solutions landscape. Oracle (ORCL) , the database and cloud infrastructure stalwart, and Intuit (I ...

Key Takeaways KMT expects revenue growth in aerospace and defense on rising build rates and defense spending. KMT invested in Toolpath Labs to boost its AI-powered digital manufacturing capabilities. KMT's 2025 EPS estimate rose 24% in 60 days, signaling improving earnings momentum.Kennametal Inc. (KMT) is poised to gain from the solid momentum in its end markets, strong product portfolio, product innovations and a sound capital-deployment strategy. The company remains focused on investing in growth oppor ...

For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Has CVS Health (CVS) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.CVS Health is a member of our Medical group, which includes 996 different companies and currently sits at #7 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 1 ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.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 broader market. Value investors use a variety of methods, incl ...

Investors interested in Industrial Products stocks should always be looking to find the best-performing companies in the group. Is Esco Technologies (ESE) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Industrial Products peers, we might be able to answer that question.Esco Technologies is a member of the Industrial Products sector. This group includes 189 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank incl ...