Will BJ's Restaurants (BJRI) Beat Estimates Again in Its Next Earnings Report? — Positive
BJRI Zacks Investment Research — July 24, 2025BJ's Restaurants (BJRI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why MGIC (MTG) Could Beat Earnings Estimates Again — Positive
MTG Zacks Investment Research — July 24, 2025MGIC (MTG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Can Materion (MTRN) Keep the Earnings Surprise Streak Alive? — Positive
MTRN Zacks Investment Research — July 24, 2025Materion (MTRN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will MasTec (MTZ) Beat Estimates Again in Its Next Earnings Report? — Positive
MTZ Zacks Investment Research — July 24, 2025MasTec (MTZ) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why National Fuel Gas (NFG) is Poised to Beat Earnings Estimates Again — Positive
NFG Zacks Investment Research — July 24, 2025National Fuel Gas (NFG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Ametek (AME) Beat Estimates Again in Its Next Earnings Report? — Positive
AME Zacks Investment Research — July 24, 2025Ametek (AME) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will ONE Gas (OGS) Beat Estimates Again in Its Next Earnings Report? — Positive
OGS Zacks Investment Research — July 24, 2025ONE Gas (OGS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Penumbra (PEN) Beat Estimates Again in Its Next Earnings Report? — Positive
PEN Zacks Investment Research — July 24, 2025Penumbra (PEN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Progyny (PGNY) Beat Estimates Again in Its Next Earnings Report? — Positive
PGNY Zacks Investment Research — July 24, 2025Progyny (PGNY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Primerica (PRI) Beat Estimates Again in Its Next Earnings Report? — Positive
PRI Zacks Investment Research — July 24, 2025Primerica (PRI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why Insight Enterprises (NSIT) is Poised to Beat Earnings Estimates Again — Positive
NSIT Zacks Investment Research — July 24, 2025Insight Enterprises (NSIT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Josh Brown's 'Best Stocks in the Market': CBOE Global Markets — Positive
CBOE CME HOOD IBKR CNBC Television — July 24, 2025Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to spotlight another name on his "Best Stocks in the Market."
Covenant Logistics Group, Inc. (CVLG) Q2 2025 Earnings Conference Call Transcript — Neutral
CVLG Seeking Alpha — July 24, 2025Covenant Logistics Group, Inc. (NYSE:CVLG ) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Company Participants David Ray Parker - Chairman of the Board & CEO James S. Grant - Executive VP & CFO M.
D.R. Horton: Downgrade To Sell Because Demand Outlook Has Turned For The Worse — Negative
DHI Seeking Alpha — July 24, 2025Downgrading DHI to sell as affordability pressures and cautious consumer sentiment are clearly hurting demand, margins, and backlog. Management's increased use of incentives and shift to lower-priced homes signal demand is being bought, not organic, pressuring long-term profitability. Stock trades at 12x forward PE, well above historical mid-cycle multiples, despite deteriorating fundamentals and weakening demand outlook.
Verisk Sets Precedent as First to Complete Wildfire Catastrophe Model Review Process in California for Insurance Ratemaking — Neutral
VRSK GlobeNewsWire — July 24, 2025Milestone underscores Verisk's leadership in modeling and regulatory collaboration to support insurance-driven resilience for property owners and communities Milestone underscores Verisk's leadership in modeling and regulatory collaboration to support insurance-driven resilience for property owners and communities
Vertiv and Oklo CEOs on new partnership to power data centers — Positive
OKLO VRT CNBC Television — July 24, 2025Frank Holland speaks with Vertiv CEO Gio Albertazzi and Oklo CEO Jacob DeWitte about a new agreement between the companies focused on creating power and heat management solutions for data centers and other digital infrastructure.
Musk Tells Tesla Investors to Focus on a Future Filled With Robots — Neutral
TSLA WSJ — July 24, 2025Tesla points out early progress on robotaxis and bots, as revenue from electric vehicles plummets.
This New ETF Mitigates Concentration Risk in the S&P 500 — Positive
SPY VOO SPXD ETF Trends — July 24, 2025While investors may look to the vaunted S&P 500 for broad-based equities exposure through associated ETFs like the SPDR S&P 500 ETF Trust (SPY) or Vanguard S&P 500 ETF (VOO), they might be seeking even further diversification that mitigates concentration risk.
I recommend IYG for its strong exposure to digital payment growth, led by Visa and Mastercard, and minimal insurance company risk. IYG's concentrated portfolio in payment processors and top banks positions it to benefit from digitalization and potential rate cuts in 2025. Despite a higher expense ratio, IYG's historical outperformance and focus on capital appreciation justify the premium over peers like XLF and FNCL.
Can StoneCo's Software Divestment Unlock MSMB-Focused Growth? — Positive
STNE Zacks Investment Research — July 24, 2025StoneCo's sale of major software assets sharpens its MSMB focus as bundling, PIX and deposits drive momentum.
