核心观点 - NCR Voyix预计将于2025年第三季度实现每股收益同比增长191.7%，但营收预计同比下降6% [1][3] - 公司盈利表现与市场预期的对比是影响其短期股价的关键因素 [1][2] - 结合负的盈利ESP（-4.55%）和Zacks排名第二的情况，难以确定公司能否超出盈利预期 [12] 财务预期 - 预计季度每股收益为0.22美元，同比增长191.7% [3] - 预计季度营收为6.685亿美元，同比下降6% [3] - 过去30天内，对该季度的共识每股收益预期保持不变 [4] 盈利预期指标分析 - Zacks盈利ESP通过比较“最精确预期”与“共识预期”来预测实际盈利偏离方向 [7][8] - 正的盈利ESP结合良好的Zacks排名是预测盈利超预期的强有力指标 [9][10] - NCR Voyix的盈利ESP为-4.55%，表明分析师近期对其盈利前景转为悲观 [12] 历史盈利表现 - 上一季度公司公布每股收益0.19美元，超出市场预期的0.14美元，超出幅度达35.71% [13] - 在过去四个季度中，公司有两次超出共识每股收益预期 [14] 行业对比 - 同属计算机集成系统行业的Advanced Micro Devices预计季度每股收益为1.17美元，同比增长27.2% [18][19] - Advanced Micro Devices预计季度营收为87.2亿美元，同比增长27.9% [19] - Advanced Micro Devices拥有正的盈利ESP（+0.18%）和Zacks排名第三，结合其过去四个季度均超预期的历史，很可能再次超出盈利预期 [19][20]

文章核心观点 - 文章旨在通过对比美光公司和超微公司的估值指标与分析师评级，为价值投资者甄选更具吸引力的计算机集成系统领域股票 [1] - 分析显示，美光公司在关键估值指标和Zacks评级上均优于超微公司，表明其当前对价值投资者更具吸引力 [6] 公司估值对比 - 美光公司的远期市盈率为13.69，显著低于超微公司的65.58 [5] - 美光公司的市盈增长比率（PEG）为0.48，远低于超微公司的1.88，表明其估值相对于盈利增长潜力更具吸引力 [5] - 美光公司的市净率为4.6，低于超微公司的7.02，显示其市场价值与账面价值之比更优 [6] 分析师评级与投资风格 - 美光公司获得Zacks排名第一（强力买入），而超微公司排名第三（持有），反映美光公司的盈利预测修正趋势更为积极 [3] - 价值投资策略关注包括市盈率、市销率、盈利率及每股现金流在内的多种传统估值指标 [4] - 基于Zacks排名和风格评分系统，美光公司获得价值评级B，而超微公司获得价值评级D [6]

Seagate (STX) came out with quarterly earnings of $2.61 per share, beating the Zacks Consensus Estimate of $2.36 per share. This compares to earnings of $1.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +10.59%. A quarter ago, it was expected that this electronic storage maker would post earnings of $2.46 per share when it actually produced earnings of $2.59, delivering a surprise of +5.28%.Over the last four quarters, the ...

Key Takeaways Hewlett Packard Enterprise's ARR rose 40% organically, driven by strong hybrid and private cloud momentum.New private cloud AI customers doubled in the third quarter as enterprise AI demand accelerated.HPE's GreenLake and new Hybrid Cloud Ops Suite are expanding software-driven subscription revenues.Hewlett Packard Enterprise (HPE) is continuously ramping up sales of its enterprise AI factory solutions in the Private Cloud business. During the third quarter, HPE reported the addition of twice ...

Agilysys (AGYS) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.56%. A quarter ago, it was expected that this software provider for the lodging and leisure sectors would post earnings of $0.39 per share when it actually produced earnings of $0.33, delivering a surprise of -15.38%.Ov ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

IBM (IBM) came out with quarterly earnings of $2.65 per share, beating the Zacks Consensus Estimate of $2.44 per share. This compares to earnings of $2.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.61%. A quarter ago, it was expected that this technology and consulting company would post earnings of $2.64 per share when it actually produced earnings of $2.8, delivering a surprise of +6.06%.Over the last four quarters, t ...

A strong stock as of late has been Micron (MU) . Shares have been marching higher, with the stock up 25.6% over the past month. The stock hit a new 52-week high of $214.75 in the previous session. Micron has gained 145.7% since the start of the year compared to the 24.5% gain for the Zacks Computer and Technology sector and the 74.4% return for the Zacks Computer - Integrated Systems industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zac ...

股价表现 - 最新交易日公司股价收于72.41美元，单日下跌6.63% [1] - 公司股价表现逊于标普500指数当日0.4%的涨幅，但优于道琼斯指数0.04%的跌幅 [1] - 在今日交易前，公司股价累计上涨24.56%，表现优于计算机与技术板块2.27%的涨幅和标普500指数1.02%的涨幅 [1] 季度业绩展望 - 市场预期公司即将公布的季度每股收益为-0.24美元，与去年同期相比无增长 [2] - 市场预期季度营收为2702万美元，较去年同期大幅增长117.86% [2] 年度业绩展望 - 市场预期公司全年每股收益为-0.97美元，较去年改善37.82% [3] - 市场预期全年营收为9267万美元，较去年大幅增长115.14% [3] - 分析师对公司盈利预期的近期修正通常反映最新的短期业务趋势，正面修正意味着分析师对其业务和盈利能力的乐观态度 [3] 行业评级 - 公司所属的计算机集成系统行业是计算机与技术板块的一部分 [6] - 该行业当前的Zacks行业排名为15，在所有超过250个行业中位列前7% [6] - 研究显示，排名前50%的行业表现优于后50%的行业，优势比例达2比1 [6] 公司评级 - 公司目前的Zacks评级为3级（持有） [5] - 在过去30天内，市场共识的每股收益预期保持不变 [5]

股价表现与估值 - 公司年初至今股价上涨14.3%，但表现远逊于同期计算机集成系统行业61.9%的回报率 [1] - 公司远期市销率为0.81，显著低于行业平均水平的3.59，估值存在折价 [2] - 公司获得Zacks价值评分B级，反映了其折价估值 [2] 业务增长表现 - 混合云业务在2025财年第三季度同比增长14.2% [5][7] - 新成立的网络业务部门在2025财年第三季度营收激增54.3%，达到17.3亿美元 [5][10] - 智能边缘业务营收在同期同比增长11% [10] 增长驱动力与合作伙伴关系 - 混合云增长得益于Alletra MP的采用、GreenLake云平台扩张以及基于私有云的企业AI应用 [7] - 公司在2025财年出货超过5000套Alletra MP阵列，实现三位数营收增长 [8] - GreenLake云平台在2025财年第三季度新增2000名用户，累计客户数达44000名 [8] - 公司与NVIDIA合作推出“NVIDIA AI Computing by HPE”，并将NVIDIA NIM Agent Blueprints与HPE私有云AI结合 [12] - 公司与微软合作开发包含AI解决方案的Azure Stack HCI系统 [13] - 公司与Arista Networks的长期合作伙伴关系使其受益于后者更强的数据中心网络产品 [11] 财务预估与市场挑战 - Zacks对公司在2025财年的每股收益共识预估为1.90美元，过去7天内上调了0.03美元 [14] - 当前季度（2025年10月）每股收益预估为0.59美元，下一财年（2026年10月）预估为2.40美元 [15] - 疲软的IT支出、高利率和通胀压力可能损害公司近期前景 [15] - 公司在技术、创新、价格、质量、可靠性等方面面临来自IBM、戴尔、思科和微软等大型企业的激烈竞争 [17] - 公司营收依赖于客户关系和所获合同数量，大型合同的重新谈判极为重要 [16]