Earnings Estimates Moving Higher for BrightSpring Health Services, Inc. (BTSG): Time to Buy? — Positive
BTSG Zacks Investment Research — November 26, 2025BrightSpring Health Services, Inc. (BTSG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Will Kulicke and Soffa (KLIC) Gain on Rising Earnings Estimates? — Positive
KLIC Zacks Investment Research — November 26, 2025Kulicke and Soffa (KLIC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Nutanix: Buy The Dip As Free Cash Flow Rises (Upgrade) — Positive
NTNX Seeking Alpha — November 26, 2025Nutanix, Inc. is upgraded to a Buy, emerging as a rebound candidate after a sharp post-earnings selloff and guidance cut. Despite lower FY26 revenue guidance, NTNX maintains strong bookings and boosts free cash flow expectations, indicating resilient demand. NTNX now trades at attractive valuation multiples—4.4x EV/revenue and 15.2x EV/FCF—offering a safer entry point for investors.
Jacobs Is Changing Fast, The Valuation Just Hasn't Noticed — Positive
J Seeking Alpha — November 26, 2025Jacobs (J) is transitioning from a traditional engineering contractor to a high-value, solutions-oriented infrastructure and consulting partner, driving improved earnings quality. J's business model shift toward multi-year, higher-margin contracts in water, environmental, and advanced manufacturing sectors supports more stable, less cyclical growth. Despite a recent 20% valuation drop, J's fundamentals remain strong, with rising margins, a robust backlog, and attractive medium-term upside potential.
Workday Beat Earnings Estimates. The Stock Is Down 10% Anyway. — Negative
WDAY Barrons — November 26, 2025Workday stock falls after the company breezes past earnings and revenue estimates.
Data Center Spending Is Poised to Surge 400%: This Is the Only Chip Stock to Buy Now — Positive
ASML The Motley Fool — November 26, 2025Nvidia forecasts that data center capex could land between $3 trillion and $4 trillion by 2030. One company that's a no-brainer buy has the equipment to help companies manufacture advanced data center chips.
An Amazon Delivery Drone Hit a Cable Line in Texas. What to Know. — Negative
AMZN Barrons — November 26, 2025
Maximus Stock Rises 5.6% Despite Q4 Earnings Missing Estimates — Neutral
MMS Zacks Investment Research — November 26, 2025MMS posts mixed fiscal Q4 results with slight misses but rising earnings, segment swings and a lifted fiscal 2026 outlook.
HP Joins Big Tech Companies Laying Off Workers Amid AI Push — Negative
HPQ Investopedia — November 26, 2025Computer and printer maker HP's (HPQ) stock slid Wednesday, a day after the company announced a major cost-cutting plan that includes layoffs.
Top Stock Movers Now: Robinhood, Dell, Deere, HP, and More — Positive
DE DELL HOOD HPQ WDAY WOOF Investopedia — November 26, 2025Major U.S. equities indexes climbed Thursday afternoon ahead of the Thanksgiving holiday amid renewed optimism about a Federal Reserve rate cut next month. The Dow, S&P 500, and Nasdaq all rose close to 1%.
Grupo Supervielle S.A. (SUPV) Q3 2025 Earnings Call Transcript — Neutral
SUPV Seeking Alpha — November 26, 2025Grupo Supervielle S.A. ( SUPV ) Q3 2025 Earnings Call November 26, 2025 9:00 AM EST Company Participants Ana Bartesaghi - Chief Investor Relations Officer Julio Patricio Supervielle - Founder, Chairman of the Board & CEO Mariano Biglia - Chief Financial Officer Conference Call Participants Alejandro Catterberg Ernesto María Gabilondo Márquez - BofA Securities, Research Division Brian Flores - Citigroup Inc., Research Division Camila Villaça Azevedo - UBS Investment Bank, Research Division Ricardo Cavanagh - Itaú Corretora de Valores S.A.
2 Stocks to Watch From a Challenging Cable Television Industry — Positive
NPSNY WOW Zacks Investment Research — November 26, 2025Zacks Cable Television industry participants like NPSNY and WOW are benefiting from growing demand for high-speed Internet and increased media consumption amid cord-cutting.
2 Farm Equipment Stocks Worth Watching Amid Industry Challenges — Neutral
AGCO LNN Zacks Investment Research — November 26, 2025The Manufacturing - Farm Equipment industry stocks like AGCO and LNN are set to gain from improving farm equipment demand and investment in technology.
Touchstone Small Cap Fund Q3 2025 Contributors And Detractors — Neutral
AWI GHC HAE IPAR NGVT WTM Seeking Alpha — November 26, 2025Among the largest contributors to Fund performance were Armstrong World Industries, Ingevity Corporation, and Graham Holdings Co. Graham Holdings outperformed the benchmark on strong second quarter results, led by solid growth in Kaplan Education and the continued expansion of its Healthcare segment. Among the largest detractors from Fund performance were Interparfums, Haemonetics Corporation, and White Mountains Insurance Group.
DELL Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up — Positive
DELL Zacks Investment Research — November 26, 2025Dell Technologies' third-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.
Deere Q4 Earnings Miss Estimates, Sales Up Y/Y on Lower Volume — Neutral
DE Zacks Investment Research — November 26, 2025DE posts softer Q4 earnings as higher production costs and tariffs weigh on profits despite double-digit sales gains.
Amphenol vs. TE Connectivity: Which Connector Stock is Most Suitable? — Positive
APH TEL Zacks Investment Research — November 26, 2025APH's surging sales, AI-driven momentum and strong margins give the connector maker a clear edge over TEL in the current market cycle.
Allot Communications (ALLT) Upgraded to Strong Buy: Here's Why — Positive
ALLT Zacks Investment Research — November 26, 2025Allot Communications (ALLT) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Ross Stores (ROST) Is Up 8.36% in One Week: What You Should Know — Positive
ROST Zacks Investment Research — November 26, 2025Does Ross Stores (ROST) have what it takes to be a top stock pick for momentum investors? Let's find out.
What Makes James River Group (JRVR) a Strong Momentum Stock: Buy Now? — Positive
JRVR Zacks Investment Research — November 26, 2025Does James River Group (JRVR) have what it takes to be a top stock pick for momentum investors? Let's find out.