Agilent Technologies http://www.so-l.ru/tags/show/agilent_technologies Sat, 06 Jun 2020 01:19:40 +0300 <![CDATA[Philips' Dual Use DRF System Gets FDA Nod for Marketing]]> Koninklijke Philips N.V. PHG has received approval of the U.S. Food and Drug Administration (FDA) to market its latest Digital Radiography-Fluoroscopy (DRF) system- ProxiDiagnost N90.

The company’s new two-in-one DRF system not only assists augmented patient throughput and high room utilization but also offers patient accessibility and extraordinary workflow support.  

ProxiDiagnost N90 is an appropriate gadget for modern healthcare organizations which require advanced fluoroscopy solutions, especially the U.S. companies that track a nearby use procedure.

ProxiDiagnost N90 produces premium quality images with the help of its new dynamic UNIQUE image processor and flat-detector technology. Moreover, the system permits technologies to conduct measures next to patient for enhancing patient experience. The system also includes the Philips Eleva user interface, enabling clinicians to utilize the system instantly without added training.

Also, ProxiDiagnost N90 has a small footprint and a unique design that includes an open overhead area and table, ensuring closer interaction between technologists and patients during procedures.

Poor Zacks Rank

Over the past year, Philips’ shares have rallied 24%, outperforming 16.6% growth recorded by the industry.

 

However, the stock currently carries a Zacks Rank #4 (Sell). The company believes its near-term profitability will be hurt due to sluggish growth rate of the global healthcare market. Additionally, high restructuring and acquisition-related costs, and macroeconomic challenges in some of its key markets might be concerns in the quarters ahead.

Stocks to Consider  

Some better-ranked stocks in the Zacks Computer and Technology sector are listed below:

Agilent Technologies, Inc. A carries a Zacks Rank of 2 (Buy). The company recorded a positive average earnings surprise of 13.6% in the last three to five quarters. You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.

ACI Worldwide, Inc. ACIW also holds a Zacks Rank of 2. The company pulled off an outstanding average positive earnings surprise of 151.89% during the same time frame.

Adobe Systems Incorporated ADBE carries a Zacks Rank of 2. The company recorded an average positive earnings surprise of 9.03% over the last three to five quarters.

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Last year, it generated $8 billion in global revenues. By 2020, it's predicted to blast through the roof to $47 billion. Famed investor Mark Cuban says it will produce ""the world's first trillionaires,"" but that should still leave plenty of money for regular investors who make the right trades early.

See Zacks' 3 Best Stocks to Play This Trend >>              


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http://www.so-l.ru/news/y/2018_03_16_philips_dual_use_drf_system_gets_fda_no Fri, 16 Mar 2018 16:27:00 +0300
<![CDATA[Agilent (A) Down 2.6% Since Earnings Report: Can It Rebound?]]> It has been about a month since the last earnings report for Agilent Technologies, Inc. A. Shares have lost about 2.6% in that time frame.

Will the recent negative trend continue leading up to its next earnings release, or is A due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.

Recent Earnings

Agilent delivered first-quarter fiscal 2018 non-GAAP earnings of 66 cents per share, which beat the Zacks Consensus Estimate by 8 cents. The figure also increased 24.5% from the year-ago quarter.

Revenues of $1.21 billion increased 13.2% year over year driven by strong growth across all regions, particularly Europe and Asia-Pacific. Europe (31.6% of revenues) increased 18.7% to $381 million, while Asia-Pacific (36.2% of revenues) grew 13.5% to $437 million. Americas increased almost 9% year over year to $393 million.

Segment Details

Life Sciences & Applied Markets Group (“LSAG”) revenues accounted for $616 million or 51.1% of total revenues, reflecting an increase of 14.3% year over year. This was driven by double-digit gains in major platforms led by Mass Spec and Cell analysis. Robust demand in Europe and China as well as strong end-markets drove top-line growth.

During the quarter, Agilent acquired Luxcel Biosciences, a developer of real-time fluorescence plate-readers based in-vitro cell assay kits.

Diagnostics and Genomics Group (“DGG”) came in at $408 million or 33.8% of total revenues. The segment revenues were up 12.4% year over year, driven by strong demand for pathology products and companion diagnostics services.

During the quarter, Agilent launched CRISPR Activation and Interference (a/i) libraries and GenetiSure Dx Postnatal Assay.

Revenues from Agilent Cross Lab Group (“ACG”) came in at $182 million or 15.1% of total revenues, reflecting an increase of 11.7% year over year. Both services and consumables witnessed growth. China and Food led growth across all regions and major end-markets.

During the quarter, Agilent launched the ValueLab line of consumables for China and CrossLab Service Guarantee.

End-Market Revenue Details

Analytical Laboratory contributed 86% of revenues and increased 11% year over year.

Diagnostics & Clinical end-market accounted for the remaining 14% of revenues and increased 5% driven by robust performance from pathology and companion diagnostics, particularly in the Americas and Japan.

Analytical Laboratory comprises Pharma & Biotech, Academia & Govt., Environmental & Forensics, Food and Chemical & Energy end-markets.

Pharma & Biotech accounted for 29% of total revenues and increased 8% year over year on the back of balanced growth across instruments, services and consumables in both Small molecule and Bio-pharma.

Academia & Govt. accounted for 9% of total revenues and increased 11% year over year owing to strong demand in Europe and China.

Environmental & Forensics accounted for 12% of total revenues and increased 14% year over year driven by strength in Forensics and demand for GC, GC/MS, and ICP/MS.

Food contributed 11% of total revenues and increased 8% year over year led by consumables, mass spec and GC with regional strength in Europe.

Chemical & Energy contributed 25% of total revenues and increased 13% year over year led by robust performance across regions, products and sub-segments.

Operating Details

Non-GAAP gross margin expanded 170 basis points (bps) on a year-over-year basis to 56.7%.

Non-GAAP research & development (R&D) expenses as percentage of revenues declined 10 bps to 7.6%. However, non-GAAP selling, general & administrative (SG&A) expenses as percentage of revenues expanded 60 bps to 27.2%.

Non-GAAP operating margin expanded 140 bps on a year-over-year basis to 22.3% in the reported quarter.

Segment wise, LSAG and ACG operating margin expanded 240 bps and 120 bps on a year-over-year basis, respectively. However, DGG operating margin contracted 200 bps from the year-ago quarter.

Guidance

For second-quarter fiscal 2018, Agilent expects revenues between $1.20 billion and $1.22 billion, up 9.5% year over year at mid-point. Non-GAAP earnings are expected in the range of 61-63 cents.

For fiscal 2018, Agilent projects revenues in the range of $4.885-$4.905 billion and non-GAAP earnings in the range of $2.62-$2.68 per share.

At mid-point, adjusted operating margin is projected to be 22.6%.

Agilent anticipates returning dividends worth $190 million during the fiscal year. Currently, the company has a share buyback authorization worth $380 million.

How Have Estimates Been Moving Since Then?

In the past month, investors have witnessed a downward trend in fresh estimates. There has been one revision higher for the current quarter compared to four lower.

VGM Scores

At this time, A has a strong Growth Score of A, a grade with the same score on the momentum front. However, the stock was allocated a grade of F on the value side, putting it in the bottom 20% for this investment strategy.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

Zacks style scores indicate that the company's stock is suitable for growth and momentum investors.

Outlook

Estimates have been broadly trending downward for the stock and the magnitude of these revisions indicates a downward shift. Notably, A has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.


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http://www.so-l.ru/news/y/2018_03_16_agilent_a_down_2_6_since_earnings_rep Fri, 16 Mar 2018 15:53:00 +0300
<![CDATA[Agilent's AATI Acquisition to Strengthen Portfolio, Footprint]]> Agilent Technologies, Inc. A entered into a definitive agreement to acquire privately held Advanced Analytical Technologies (“AATI”) for $250 million.

Ankeny, IA-based, AATI is a developer of automated nucleic acid analysis systems using capillary electrophoresis methods. The company provides workflow solutions that include instruments, software and consumables. The solutions are extensively used for medical and molecular diagnostics for both commercial and research purposes.

The deal will strengthen Agilent’s capillary electrophoresis solutions portfolio. It also expands the company’s footprint in varied industries like pharmaceutical, life sciences, agriculture and biofuels.

Agilent shares closed at $69.70 on Mar 7, up 2.3%.

Acquisitions — Key Catalyst

Over the past few years, strategic acquisitions have played an important role in shaping Agilent’s growth trajectory. The buyouts of Multiplicom NV (January 2017), Cobalt Light Systems (July 2017), Seahorse Bioscience and iLab Solutions (2016) has expanded its product portfolio.

Multiplicom deal expanded Agilent’s genetic testing technology and product offerings. The Cobalt deal strengthened the company’s presence in the high-growth Raman spectroscopy market. The iLab Solutions acquisition enabled the company to provide cloud-based laboratory management software.

Moreover, Seahorse Bioscience’s technology was a strategic fit for Agilent’s market-leading separations and mass spectrometry solutions, especially those that cater to metabolomics and disease research in pharma.

In the last quarter, Agilent acquired Luxcel Biosciences, a developer of real-time fluorescence plate-readers based in-vitro cell assay kits. The technology targets important applications, namely cell metabolism, bioenergetics, drug toxicity, and hypoxia and oxidative stress. The acquisition expands Agilent’s presence in the high-growth cell analysis market.

 

Zacks Rank & Stocks to Consider

Currently, Agilent carries a Zacks Rank #3 (Hold).

Investors interested in the broader technology sector can consider Teradyne TER, AMETEK AME and Fortive Corporation FTV. While Teradyne sports a Zacks Rank #1 (Strong Buy), AMETEK and Fortive carry a Zacks Rank #2 (Buy), each. You can see the complete list of today’s Zacks #1 Rank stocks here.

Long-term earnings growth rate for Teradyne, AMETEK and Fortive are currently pegged at 12%, 11.5% and 9.69%, respectively.

The Hottest Tech Mega-Trend of All

Last year, it generated $8 billion in global revenues. By 2020, it's predicted to blast through the roof to $47 billion. Famed investor Mark Cuban says it will produce "the world's first trillionaires," but that should still leave plenty of money for regular investors who make the right trades early.

See Zacks' 3 Best Stocks to Play This Trend >>


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Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_03_08_agilent_s_aati_acquisition_to_strengthen Thu, 08 Mar 2018 17:43:00 +0300
<![CDATA[Agilent Technologies сообщила о приобретении фирмы Advanced Analytical Technologies]]> http://www.so-l.ru/news/y/2018_03_08_finam_ru_novosti_razvi_agilent_technol Thu, 08 Mar 2018 15:07:00 +0300 <![CDATA[Agilent Technologies сообщила о приобретении фирмы Advanced Analytical Technologies]]> http://www.so-l.ru/news/y/2018_03_08_agilent_technologies_soobshila_o_priobret Thu, 08 Mar 2018 15:03:11 +0300 <![CDATA[The Zacks Analyst Blog Highlights: Intuit, Express Scripts, Southwest Airlines, Kroger and Agilent]]> For Immediate Release

Chicago, IL – March 5, 2018 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Intuit INTU, Express Scripts ESRX, Southwest Airlines LUV, Kroger KR and Agilent A.

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

Here are highlights from Friday’s Analyst Blog:

Top Research Reports for Intuit, Express Scripts and Southwest

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Intuit, Express Scripts and Southwest Airlines. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

Buy-rated Intuit’s shares have underperformed the Zacks Software industry over the last year, increasing +29.9% vs. a gain of +33.8%. However, Intuit reported encouraging Q2 results. Its revenue and earnings performance improved on a year-over-year basis, backed by better-than-expected growth in Turbo Tax and QuickBooks Online.

The company also issued impressive earnings guidance for the third quarter. The Zacks analyst likes Intuit’s growing SMB exposure and believes that its strategic acquisitions will fortify this segment. Due to the continuously emerging new technologies and current market trends, cloud-based business and financial software solutions have been gaining momentum.

As Intuit is already a market leader in this segment, the increased adoption helped it gain new customers, in turn, boosting the overall performance. Moreover, the company’s strategy of shifting its business to cloud-based subscription model will help generate more stable revenues over the long run.

(You can read the full research report on Intuit here >>>).

Shares of Express Scripts have outperformed the Zacks Medical Services industry over the last one year, gaining +3.5% vs. +0.5%. Express Scripts ended the fourth quarter on a solid note, beating both earnings and revenue estimates.

The company has been benefitting from a rise in patient claims and strong customer retention lately. Express Scripts’ solid guidance for 2018 holds promise. The company recently inked an agreement to acquire eviCore healthcare for $3.6 billion. Express Scripts' pharmacy-benefit management segment (PBM) coupled with eviCore's complementary medical-benefit solutions is likely to build a comprehensive PBM solution worldwide.

On the flip side, the company recently announced that its biggest customer and leading health insurer Anthem is not likely to extend its PBM agreement with Express Scripts anymore. Persistent drug pricing issue is also anticipated to affect the stock. Intensifying competition also adds to the woes.

(You can read the full research report on Express Scripts here >>>).

Southwest Airlines’ shares have outperformed the Zacks Airline industry over the past six months, gaining +11.2% vs. +10.9%. Further, the stock has outperformed its fellow low-cost carrier, JetBlue Airways, which has gained +6.4% over the same period.

In fact, Southwest seems to benefit from robust growth in passenger revenues backed by strong demand for air travel. This is further highlighted in the company's impressive January traffic report.

Additionally, Southwest's projection on unit revenues for the first quarter of 2018 is encouraging. The Zacks analyst is also impressed with the company's efforts to upgrade its fleet.

Moreover, efforts to reward shareholders through dividends and buybacks raise optimism in the stock. The new tax law is an added positive for Southwest. However, high operating expenses mainly due to the rise in fuel costs are hurting the bottom line.

(You can read the full research report on Southwest Airlines here >>>).

Other noteworthy reports we are featuring today include Kroger and Agilent.

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The most popular cryptocurrency skyrocketed last year, giving some investors the chance to bank 20X returns or even more. Those gains, however, came with serious volatility and risk. Bitcoin sank 25% or more 3 times in 2017.

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Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1 Stock of the Day pick for free.

About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

Strong Stocks that Should Be in the News

Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year.See these high-potential stocks free >>.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.


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To read this article on Zacks.com click here.]]>
http://www.so-l.ru/news/y/2018_03_05_the_zacks_analyst_blog_highlights_intui Mon, 05 Mar 2018 16:35:00 +0300
<![CDATA[Top Research Reports for Intuit, Express Scripts & Southwest Airlines]]> Friday, March 2, 2018

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Intuit (INTU), Express Scripts (ESRX) and Southwest Airlines (LUV). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

Buy-rated Intuit’s shares have underperformed the Zacks Software industry over the last year, increasing +29.9% vs. a gain of +33.8%. However, Intuit reported encouraging Q2 results. Its revenue and earnings performance improved on a year-over-year basis, backed by better-than-expected growth in Turbo Tax and QuickBooks Online.

The company also issued impressive earnings guidance for the third quarter. The Zacks analyst likes Intuit’s growing SMB exposure and believes that its strategic acquisitions will fortify this segment. Due to the continuously emerging new technologies and current market trends, cloud-based business and financial software solutions have been gaining momentum.

As Intuit is already a market leader in this segment, the increased adoption helped it gain new customers, in turn, boosting the overall performance. Moreover, the company’s strategy of shifting its business to cloud-based subscription model will help generate more stable revenues over the long run.

(You can read the full research report on Intuit here >>>).

Shares of Express Scripts have outperformed the Zacks Medical Services industry over the last one year, gaining +3.5% vs. +0.5%. Express Scripts ended the fourth quarter on a solid note, beating both earnings and revenue estimates.

The company has been benefitting from a rise in patient claims and strong customer retention lately. Express Scripts’ solid guidance for 2018 holds promise. The company recently inked an agreement to acquire eviCore healthcare for $3.6 billion. Express Scripts' pharmacy-benefit management segment (PBM) coupled with eviCore's complementary medical-benefit solutions is likely to build a comprehensive PBM solution worldwide.

On the flip side, the company recently announced that its biggest customer and leading health insurer Anthem is not likely to extend its PBM agreement with Express Scripts anymore. Persistent drug pricing issue is also anticipated to affect the stock. Intensifying competition also adds to the woes.

(You can read the full research report on Express Scripts here >>>).

Southwest Airlines’ shares have outperformed the Zacks Airline industry over the past six months, gaining +11.2% vs. +10.9%. Further, the stock has outperformed its fellow low-cost carrier, JetBlue Airways, which has gained +6.4% over the same period.

In fact, Southwest seems to benefit from robust growth in passenger revenues backed by strong demand for air travel. This is further highlighted in the company's impressive January traffic report.

Additionally, Southwest's projection on unit revenues for the first quarter of 2018 is encouraging. The Zacks analyst is also impressed with the company's efforts to upgrade its fleet.

Moreover, efforts to reward shareholders through dividends and buybacks raise optimism in the stock. The new tax law is an added positive for Southwest. However, high operating expenses mainly due to the rise in fuel costs are hurting the bottom line.

(You can read the full research report on Southwest Airlines here >>>).

Other noteworthy reports we are featuring today include Kroger (KR), Sempra Energy (SRE) and Agilent (A).

Don’t Even Think About Buying Bitcoin Until You Read This

The most popular cryptocurrency skyrocketed last year, giving some investors the chance to bank 20X returns or even more. Those gains, however, came with serious volatility and risk. Bitcoin sank 25% or more 3 times in 2017.

Zacks’ has just released a new Special Report to help readers capitalize on the explosive profit potential of Bitcoin and the other cryptocurrencies with significantly less volatility than buying them directly.

See 4 crypto-related stocks now >>

Mark Vickery

Senior Editor

Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>

Featured Reports

Exelixis' (EXEL) Cabometyx Strong Amid Stiff Competition

Per the Zacks analyst, Exelixis' lead drug, Cabometyx should gain further market share in 2018. However, the company's dependence on the same and increasing competition might be a cause for concern.

Robust Portfolio & Enterprise Business Aids First Data (FDC)

Per the Zacks analyst, First Data benefits from an innovative product and services portfolio and expanding enterprise business.

Solid CapEx Plan Aids Sempra Energy (SRE) Amid Tax Impact

Per the Zacks analyst, a systematic investment plan has been boosting Sempra Energy's infrastructural development projects. However, recent tax cuts initially weighed on its results.

Expanding Portfolio, End-market Strength Aids Agilent (A)

Per the Zacks analyst, Agilent is benefiting from an expanding product portfolio, end-market strength and robust performance in China and Europe.

Gap (GPS) Gains from Balanced Growth Plan, Currency Hurts

Per the Zacks analyst, Gap's balanced growth strategy, focused on expanding growth brands and digital portals, has aided bottom lines in recent quarters, while negative currency translations hurt.

Middleby (MIDD) to Boost Profits on Lower Tax & Acquisitions

Per Zacks Analyst, lower corporate tax rate, meaningful business buyouts (like Hinds-Bock Corporation) and ongoing distribution changes are likely to boost Middleby's near-term profitability.

Scripps Networks (SNI) Aided by Ad Revenue Growth, Costs Ail

The Zacks analyst likes the strong growth in ad revenues. Efforts to reward shareholders are encouraging as well.

New Upgrades

SET Pulse Oximetry Platform Prospects Aid Masimo (MASI)

Per the Zacks analyst, Masimo's SET pulse oximetry business represents considerable growth opportunities in international markets. An expanding product portfolio is a key catalyst.

Henry Schein (HSIC) to Gain Scale in Brazil from ABASE Deal

Per the Zacks analyst, Henry Schein should continue gaining from its global foothold and channel mix. A 60% stake in ABASE will boost its Brazil arm and diversify its relationship with suppliers.

Kroger's (KR) Customer 1st, Restock Program to Aid Top Line

Per the Zacks analyst, Kroger's customer 1st strategy, restock program and digital endeavors will help drive growth. The company remains well poised to enhance identical supermarket sales and margins.

New Downgrades

SBA Communications (SBAC) Hurt by Wireless Consolidation

Per the Zacks analyst, high customer concentration and consolidation in the wireless industry are likely to hurt the top line. New techniques are reducing demand for site leases and raising costs.

Elevated Apartment Supply Poses a Challenge for UDR (UDR)

Per the Zacks analyst, increase in apartment supply is anticipated to affect UDR Inc.'s profitability. Competition from other housing alternatives also remains a concern for the company.

Papa John's (PZZA) Affected by High Costs & Declining Sales

The Zacks analyst believes that a challenging sales environment in the U.S. restaurant space, along with high labor costs and increased commodity prices are hurting Papa John's revenues and earnings.


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Express Scripts Holding Company (ESRX): Free Stock Analysis Report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_03_02_top_research_reports_for_intuit_express Fri, 02 Mar 2018 23:45:00 +0300
<![CDATA[Agilent (A) Q1 Earnings & Revenues Beat, '18 View Positive]]> Agilent Technologies, Inc A delivered first-quarter fiscal 2018 non-GAAP earnings of 66 cents per share, which beat the Zacks Consensus Estimate by 8 cents. The figure also increased 24.5% from the year-ago quarter.

Revenues of $1.21 billion increased 13.2% year over year driven by strong growth across all regions, particularly Europe and Asia-Pacific. Europe (31.6% of revenues) increased 18.7% to $381 million, while Asia-Pacific (36.2% of revenues) grew 13.5% to $437 million. Americas increased almost 9% year over year to $393 million.

Segment Details

Life Sciences & Applied Markets Group (“LSAG”) revenues accounted for $616 million or 51.1% of total revenues, reflecting an increase of 14.3% year over year. This was driven by double-digit gains in major platforms led by Mass Spec and Cell analysis. Robust demand in Europe and China as well as strong end-markets drove top-line growth.

During the quarter, Agilent acquired Luxcel Biosciences, a developer of real-time fluorescence plate-readers based in-vitro cell assay kits.
 

Agilent Technologies, Inc. Price, Consensus and EPS Surprise

 

Agilent Technologies, Inc. Price, Consensus and EPS Surprise | Agilent Technologies, Inc. Quote

 

Diagnostics and Genomics Group (“DGG”) came in at $408 million or 33.8% of total revenues. The segment revenues were up 12.4% year over year, driven by strong demand for pathology products and companion diagnostics services.

During the quarter, Agilent launched CRISPR Activation and Interference (a/i) libraries and GenetiSure Dx Postnatal Assay.

Revenues from Agilent Cross Lab Group (“ACG”) came in at $182 million or 15.1% of total revenues, reflecting an increase of 11.7% year over year. Both services and consumables witnessed growth. China and Food led growth across all regions and major end-markets.

During the quarter, Agilent launched the ValueLab line of consumables for China and CrossLab Service Guarantee.

End-Market Revenue Details

Analytical Laboratory contributed 86% of revenues and increased 11% year over year.

Diagnostics & Clinical end-market accounted for the remaining 14% of revenues and increased 5% driven by robust performance from pathology and companion diagnostics, particularly in the Americas and Japan.

Analytical Laboratory comprises Pharma & Biotech, Academia & Govt., Environmental & Forensics, Food and Chemical & Energy end-markets.

Pharma & Biotech accounted for 29% of total revenues and increased 8% year over year on th back of balanced growth across instruments, services and consumables in both Small molecule and Bio-pharma.

Academia & Govt. accounted for 9% of total revenues and increased 11% year over year owing to strong demand in Europe and China.

Environmental & Forensics accounted for 12% of total revenues and increased 14% year over year driven by strength in Forensics and demand for GC, GC/MS, and ICP/MS.

Food contributed 11% of total revenues and increased 8% year over year led by consumables, mass spec and GC with regional strength in Europe.

Chemical & Energy contributed 25% of total revenues and increased 13% year over year led by robust performance across regions, products and sub-segments.

Operating Details

Non-GAAP gross margin expanded 170 basis points (bps) on a year-over-year basis to 56.7%.

Non-GAAP research & development (R&D) expenses as percentage of revenues declined 10 bps to 7.6%. However, non-GAAP selling, general & administrative (SG&A) expenses as percentage of revenues expanded 60 bps to 27.2%.

Non-GAAP operating margin expanded 140 bps on a year-over-year basis to 22.3% in the reported quarter.

Segment wise, LSAG and ACG operating margin expanded 240 bps and 120 bps on a year-over-year basis, respectively. However, DGG operating margin contracted 200 bps from the year-ago quarter.

Guidance

For second-quarter fiscal 2018, Agilent expects revenues between $1.20 billion and $1.22 billion, up 9.5% year over year at mid-point. Non-GAAP earnings are expected in the range of 61-63 cents.

For fiscal 2018, Agilent projects revenues in the range of $4.885-$4.905 billion and non-GAAP earnings in the range of $2.62-$2.68 per share.

At mid-point, adjusted operating margin is projected to be 22.6%.

Agilent anticipates returning dividends worth $190 million during the fiscal year. Currently, the company has a share buyback authorization worth $380 million.

Zacks Rank and Stocks to Consider

Currently, Agilent has a Zacks Rank #3 (Hold).

Stocks worth considering in the broader technology sector are Teradyne TER, AMETEK AME and Fortive FTV. While Teradyne sports a Zacks Rank #1 (Strong Buy), AMETEK and Fortive carry Zacks Rank #2 (Buy).You can see the complete list of today’s Zacks #1 Rank stocks here.

Long-term earnings growth rate for Teradyne, AMETEK and Fortive is projected to be 12%, 11.50% and 9.69%, respectively.

The Hottest Tech Mega-Trend of All

Last year, it generated $8 billion in global revenues. By 2020, it's predicted to blast through the roof to $47 billion. Famed investor Mark Cuban says it will produce "the world's first trillionaires," but that should still leave plenty of money for regular investors who make the right trades early.

See Zacks' 3 Best Stocks to Play This Trend >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
AMETEK, Inc. (AME): Free Stock Analysis Report
 
Teradyne, Inc. (TER): Free Stock Analysis Report
 
Fortive Corporation (FTV): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_02_15_agilent_a_q1_earnings_revenues_beat Thu, 15 Feb 2018 16:54:00 +0300
<![CDATA[Waste Management (WM) Q4 Earnings: What's in the Cards?]]> Waste Management, Inc. WM is scheduled to report fourth-quarter 2017 results before the opening bell on Feb 15. Last quarter, adjusted earnings beat the Zacks Consensus Estimate by 2 cents.

Let’s see how things are shaping up prior to this announcement.

Factors at Play

Waste Management is executing well its initiatives to refocus on the core business activities and instill price and cost discipline to achieve better margins. The company aims to focus on improving customer retention by providing better service and higher value solutions.

Since its acquisition of Deffenbaugh Disposal in 2015, the company has extended its geographical footprint and emerged with a stronger financial profile. Waste Management has also acquired Keep It Clean, a local disposal firm, during the quarter. The company’s steady stream of accretive acquisitions is likely to drive earnings. It has also reported better-than-expected revenues in the trailing six quarters. The Zacks Consensus Estimate for Waste Management’s fourth-quarter revenues is pegged at $3,565 million, slightly higher than reported revenues of $3,460 million in the prior-year quarter.

Moreover, the company's successful cost-reduction initiatives have helped it in accomplishing remarkable gross margin expansion and EBITDA growth over the quarters. It is undertaking several steps to further boost its margins, which are likely to be reflected in the to-be-reported quarter.

However, the company expects volumes to be down due to lower national counts as it strives for improved margin growth and pricing. The pricing environment also remains challenging and highly competitive due to aggressive bidding by smaller competitors. Waste Management needs to improve margins on the recycling side through adjustment of rebates to reflect lower pricing and also needs to improve the quality of inbound material to increase profitability. Decline in average recycling commodity prices and recycling volumes also remain headwinds.

Earnings Whispers

Our proven model does not conclusively show that Waste Management is likely to beat earnings this quarter as it does not possess the key components. A stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) for this to happen. This is not the case here as you will see below:

Zacks ESP: Earnings ESP, which represents the difference between the Most Accurate estimate and the Zacks Consensus Estimate, is 0.00% with both pegged at 83 cents. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Waste Management, Inc. Price and EPS Surprise
 

Zacks Rank: Waste Management has a Zacks Rank #2. While this increases the predictive power of ESP, we need to have a positive ESP to be confident about an earnings surprise.

Note that we caution against stocks with a Zacks Rank #4 or 5 (Sell-rated) going into the earnings announcement, especially when the company is seeing a negative estimate revisions momentum.

Stocks to Consider    

Here are some companies that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this quarter:

Agilent Technologies, Inc. A has an Earnings ESP of +1.21% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Aaron's, Inc. AAN has an Earnings ESP of +3.81% and a Zacks Rank #2.

Atlas Air Worldwide Holdings, Inc. AAWW has an Earnings ESP of +0.48% and a Zacks Rank #2.

The Hottest Tech Mega-Trend of All

Last year, it generated $8 billion in global revenues. By 2020, it's predicted to blast through the roof to $47 billion. Famed investor Mark Cuban says it will produce "the world's first trillionaires," but that should still leave plenty of money for regular investors who make the right trades early.

See Zacks' 3 Best Stocks to Play This Trend >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Aaron's, Inc. (AAN): Free Stock Analysis Report
 
Atlas Air Worldwide Holdings (AAWW): Free Stock Analysis Report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
Waste Management, Inc. (WM): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_02_13_waste_management_wm_q4_earnings_what Tue, 13 Feb 2018 17:52:00 +0300
<![CDATA[Is a Surprise Coming for Agilent Technologies (A) This Earnings Season?]]> Investors are always looking for stocks that are poised to beat at earnings season and Agilent Technologies, Inc. A may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.

That is because Agilent Technologies is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good indicator of some favorable trends underneath the surface for A in this report.

In fact, the Most Accurate Estimate for the current quarter is currently at 59 cents per share for A, compared to a broader Zacks Consensus Estimate of 58 cents per share. This suggests that analysts have very recently bumped up their estimates for A, giving the stock a Zacks Earnings ESP of +1.21% heading into earnings season.

Agilent Technologies, Inc. Price and EPS Surprise

Why is this Important?

A positive reading for the Zacks Earnings ESP has proven to be very powerful in producing both positive surprises, and outperforming the market. Our recent 10-year backtest shows that stocks that have a positive Earnings ESP and a Zacks Rank #3 (Hold) or better show a positive surprise nearly 70% of the time, and have returned over 28% on average in annual returns (see more Top Earnings ESP stocks here).

Given that A has a Zacks Rank #3 (Hold) and an ESP in positive territory, investors might want to consider this stock ahead of earnings. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Clearly, recent earnings estimate revisions suggest that good things are ahead for Agilent Technologies, and that a beat might be in the cards for the upcoming report.

The Hottest Tech Mega-Trend of All

Last year, it generated $8 billion in global revenues. By 2020, it's predicted to blast through the roof to $47 billion. Famed investor Mark Cuban says it will produce "the world's first trillionaires," but that should still leave plenty of money for regular investors who make the right trades early.

See Zacks' 3 Best Stocks to Play This Trend >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_02_13_is_a_surprise_coming_for_agilent_technol Tue, 13 Feb 2018 16:52:00 +0300
<![CDATA[What's in the Cards for Agilent (A) in Q1 Earnings Season?]]> Agilent Technologies, Inc. A is set to report first-quarter fiscal 2018 on Feb 14.

Notably, the company has beaten the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average positive surprise of 12.20%.

Last quarter, Agilent delivered a positive earnings surprise of 6.35%. Earnings of 67 cents increased 13.6% sequentially as well as year over year.

Revenues increased 8% sequentially and 7% year over year to $1.19 billion. Top line growth was driven by strength across all product lines, particularly in Europe and Americas.

For first-quarter fiscal 2018, Agilent expects revenues in the range of $1.145-1.165 billion. Non-GAAP earnings are expected between 55 cents and 57 cents per share.

Let’s see how things are shaping up for this announcement.

Expanding Product Portfolio

Agilent Technologies has shifted its focus to life sciences, genomics, diagnostics and wireless test markets, in which it has made a few important acquisitions and alliances.

Broad-based growth in all product lines is the driver for Agilent. We believe that the company’s continuous effort on expanding product portfolio and strategic acquisitions is likely to drive results in the soon-to-be-reported quarter.

In the first quarter fiscal 2018, Agilent completed the acquisition of Luxcel Biosciences, which expands its cell analysis portfolio. This acquisition brings in assay kits that are easy to use and compatible with industry-standard plate-readers. Hence, the deal is likely to benefit Agilent’s position in the pharmaceutical industry.

Further, the integration of U.K.-based Cobalt Light Systems will strengthen Agilent’s position in the high-growth Raman spectroscopy market.

Segment Estimates Positive

Life Sciences & Applied Markets Group (LSAG) revenues are expected to increase, driven by growing chemical, energy, pharma and food end markets. Revenues from this segment, as per the Zacks Consensus Estimate, are currently pegged at $578 million.

The consensus estimate for revenues for the Agilent Cross Lab Group (ACG) stands at $401 million.

Moreover, Diagnostics and Genomics Group (DGG) is likely to benefit from increasing demand for medical services and products. Revenues from this segment, as per the Zacks Consensus Estimate, are currently pegged at $181 million.

Agilent Technologies, Inc. Price and EPS Surprise

Agilent Technologies, Inc. Price and EPS Surprise | Agilent Technologies, Inc. Quote

What Our Model Suggests

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. The Sell-rated stocks (Zacks Rank #4 or 5) are best avoided. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Agilent has a Zacks Rank #3 and its Earnings ESP is +1.21%. Therefore, our proven model shows that the company is likely to deliver a positive surprise this quarter.

Other Stocks That Warrant a Look

Here are a few other stocks worth considering as our model shows that these have the right combination of elements to deliver an earnings beat in the upcoming releases.

Micron Technology MU has an Earnings ESP of +1.83% and a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.

HubSpot HUBS has an Earnings ESP of +1.32% and a Zacks Rank #3.

Broadcom AVGO has an Earnings ESP of +1.08% and a Zacks Rank #3.

Wall Street’s Next Amazon

Zacks EVP, Kevin Matras believes this familiar stock has only just begun its climb to become one of the greatest investments of all time. It’s a once-in-a-generation opportunity to invest in pure genius.

Click for details >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
HubSpot, Inc. (HUBS): Free Stock Analysis Report
 
Broadcom Limited (AVGO): Free Stock Analysis Report
 
Micron Technology, Inc. (MU): Free Stock Analysis Report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_02_12_what_s_in_the_cards_for_agilent_a_in_q Mon, 12 Feb 2018 23:25:00 +0300
<![CDATA[Waste Connections' (WCN) Q4 Earnings: What's in the Offing?]]> Waste Connections, Inc. WCN is scheduled to report fourth-quarter 2017 results after the market closes on Feb 14. Adjusted earnings of the company beat the Zacks Consensus Estimate by 2 cents last quarter. Waste Connections delivered a healthy average positive surprise of 4.8% in the trailing four quarters, beating earnings estimates in each.

Let’s see what’s in store in the company’s upcoming results.

Key Factors to Consider

Since the completion of its merger with Progressive Waste Solutions Ltd at the end of second-quarter 2016, Waste Connections has emerged as an industry leader with enhanced scale and a stronger financial profile. With complementary footprint, the combined company has pro forma revenues of approximately $4.1 billion and operates an integrated network of solid waste operations across North America. In fact, post-merger, the company has reported better-than-expected revenues in each quarter, to date. The Zacks Consensus Estimate for Waste Connections’ fourth-quarter revenues is pegged at $1,125 million, slightly higher than reported revenues of $1,049 million in the prior-year quarter. The combined company has benefited from a diverse revenue base and has strategic assets uniquely positioned for growth.

Waste Connections typically targets secondary and rural markets to garner a higher local market share, which would be difficult to attain in more competitive urban markets. With prime location of disposal sites within competitive markets, Waste Connections has optimal asset positioning to generate higher profitability. Given the importance of and costs associated with the transportation of waste to treatment and disposal sites, having disposal capacity proximate to the waste stream offer a competitive advantage and serve as a barrier to entry.

However, Waste Connections’ revenues are highly seasonal due to lower volume of solid waste generated during winter and early spring owing to comparatively lesser construction and demolition activities and reduced E&P activity. Severe cold weather conditions further reduce waste collection activities, resulting in higher labor and operational costs. The seasonality is also attributable to lower drilling programs and lower volumes of E&P waste during mild winter conditions. All these seasonal factors lower predictably in revenue generation and increase operating risks.

Earnings Whispers

Our proven model does not conclusively show that Waste Connections is likely to beat earnings this quarter as it does not possess the key components. A stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) for this to happen. This is not the case here as you will see below:

Zacks ESP: Earnings ESP, which represents the difference between the Most Accurate estimate and the Zacks Consensus Estimate, is -0.68%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Waste Connections, Inc. Price and EPS Surprise
 

Zacks Rank: Waste Connections has a Zacks Rank #3. While this increases the predictive power of ESP, we need to have a positive ESP to be confident about an earnings surprise.

Note that we caution against stocks with a Zacks Rank #4 or 5 (Sell-rated) going into the earnings announcement, especially when the company is seeing a negative estimate revisions momentum.

Stocks to Consider    

Here are some companies that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this quarter:

Agilent Technologies, Inc. A has an Earnings ESP of +1.21% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Aaron's, Inc. AAN has an Earnings ESP of +3.81% and a Zacks Rank #2.

Atlas Air Worldwide Holdings, Inc. AAWW has an Earnings ESP of +0.48% and a Zacks Rank #2.

Wall Street’s Next Amazon

Zacks EVP Kevin Matras believes this familiar stock has only just begun its climb to become one of the greatest investments of all time. It’s a once-in-a-generation opportunity to invest in pure genius.

Click for details >>
 


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Aaron's, Inc. (AAN): Free Stock Analysis Report
 
Atlas Air Worldwide Holdings (AAWW): Free Stock Analysis Report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
Waste Connections, Inc. (WCN): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_02_12_waste_connections_wcn_q4_earnings_wh Mon, 12 Feb 2018 17:30:00 +0300
<![CDATA[Omnicom's (OMC) Q4 Earnings: Will the Stock Beat Again?]]> Global marketing and corporate communications firm Omnicom Group Inc. OMC is scheduled to report fourth-quarter 2017 results before the opening bell on Feb 15. Last quarter, the company’s earnings beat the Zacks Consensus Estimate by 3 cents. Over the trailing four quarters, it delivered a positive average earnings surprise of 1.5%, beating estimates on each occasion.

Let’s see how things are shaping up prior to this announcement.

Key Factors in the Quarter

Marketing and media budgets usually have a positive correlation with the economy. Consequently, media spending is currently trending up buoyed by reduced corporate taxes that have led to higher client spends and advertising budgets. Moreover, there has been a marked shift in the recent years as media consumption patterns have evolved from traditional to digital media.

Omnicom is likely to witness healthy performance in developed markets like the United States and developing markets like Asia. The company is expanding its global footprint and is moving into new service areas. It is also building upon its digital and analytical capabilities by investing in agencies and partnering with innovative technology companies in key markets. Omnicom’s operations are diversified across technology platforms, thus lowering its dependence on any one product in these dynamic technological markets. The measures undertaken by the company to reduce costs are likely to boost earnings.

However, a significant portion of Omnicom’s revenues comes from Europe. In the present scenario, when the economy in the region is highly unpredictable particularly after the Brexit referendum, it becomes difficult for the company to increase revenues and reduce costs. Brexit could further result in higher tariff and non-tariff barriers to trade between the U.K. and the European Union, lowering the productivity of the company. In addition, the company is susceptible to market risks of losing contracts related to media purchases and production costs, which thereby could affect its bottom line.

Moreover, as the company expands its international operations, it highly exposes itself to risks from foreign exchange barriers and uncertainty from monetary devaluation. The company also faces huge concentration risk as it relies on a few big clients for its businesses. Amid this backdrop, the Zacks Consensus Estimate for revenues in the to-be-reported quarter is currently pegged at $4,206 million compared with revenues of $4,242 million recorded in the year-ago quarter.

Earnings Whispers

Our proven model conclusively shows that Omnicom is likely to beat earnings this quarter as it possesses the key components. A stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) for this to happen. This is perfectly the case here as you will see below:

Zacks ESP: Earnings ESP, which represents the difference between the Most Accurate estimate and the Zacks Consensus Estimate, is pegged at +0.05%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Omnicom Group Inc. Price and EPS Surprise

 

Omnicom Group Inc. Price and EPS Surprise | Omnicom Group Inc. Quote

Zacks Rank: Omnicom has a Zacks Rank #3. This increases the predictive power of ESP and makes us reasonably confident about an earnings surprise.

Note that we caution against stocks with a Zacks Rank #4 or 5 (Sell-rated) going into the earnings announcement, especially when the company is seeing a negative estimate revisions momentum.

Other Stocks to Consider

Here are some companies that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this quarter:

Agilent Technologies, Inc. A has an Earnings ESP of +1.21% and a Zacks Rank #3.

Aaron's, Inc. AAN has an Earnings ESP of +3.81% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Atlas Air Worldwide Holdings, Inc. AAWW has an Earnings ESP of +0.48% and a Zacks Rank #2.

Wall Street’s Next Amazon

Zacks EVP Kevin Matras believes this familiar stock has only just begun its climb to become one of the greatest investments of all time. It’s a once-in-a-generation opportunity to invest in pure genius.

Click for details >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Omnicom Group Inc. (OMC): Free Stock Analysis Report
 
Aaron's, Inc. (AAN): Free Stock Analysis Report
 
Atlas Air Worldwide Holdings (AAWW): Free Stock Analysis Report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
To read this article on Zacks.com click here.]]>
http://www.so-l.ru/news/y/2018_02_12_omnicom_s_omc_q4_earnings_will_the_st Mon, 12 Feb 2018 16:45:00 +0300
<![CDATA[Will Flash-Based Solutions Aid NetApp's (NTAP) Q3 Earnings?]]> NetApp Inc. NTAP is set to report fiscal third-quarter 2018 results on Feb 14. Notably, the company’s earnings have outpaced the Zacks Consensus Estimate in the four trailing quarters, with an average positive surprise of 11.5%.

Last quarter, the company delivered non-GAAP earnings of 81 cents per share, beating the Zacks Consensus Estimate of 69 cents per share. The figure surged 35% on a year-over-year basis and was also within the guided range.

Revenues of $1.42 billion increased 6% from the year-ago quarter, surpassing the Zacks Consensus Estimate of $1.38 billion. The figure met management’s expectation. The impressive second-quarter results were driven by the company’s successful ongoing transition from underperforming segments to growth oriented sectors like all-flash arrays and hybrid cloud along with Data Fabric strategies.

Guidance & Estimates

For third-quarter fiscal 2018, NetApp expects non-GAAP earnings per share in the range of 86-94 cents. The Zacks Consensus Estimate for the current quarter is pegged at 90 cents.

Net revenues are anticipated to be in the range of $1.43-$1.58 billion, which at the mid-point implies 6.8% growth from the year-ago quarter. The Zacks Consensus Estimate is currently pegged at $1.49 billion.

Management remains hopeful that the performance of the sales team, its differentiated product portfolio and strong distribution channels will keep demand and adoption of its products strong going ahead.

NetApp stock has gained 41.9% year over year, outperforming the 10.9% rally of the industry it belongs to.

Factors to Impact Q3 Results

NetApp is tapping growth areas of the market with its strategic solutions. Revenues from strategic solutions increased 23% on a year-over-year basis in the last reported quarter. This segment comprises around 69% of the company’s product revenues, displaying 14% year over year growth.

The company is positive about catering to the exponential rate of data growth with its cloud-integrated all-flash solutions that fit well with hybrid cloud infrastructure. During the second quarter, the company’s all-flash array business surged 60% on a year-over-year basis. Its annualized net revenue run rate was $1.7 billion.

The company’s expertise in the flash array market is aiding its popularity in storage area network (SAN) and converged infrastructure markets. The company’s launch of hyper-converged infrastructure is also anticipated to be a positive for the top line in the to-be-reported quarter.

Moreover, NetApp’s extended partnership with Microsoft MSFT in the second quarter for the development of the industry’s first cloud-based enterprise Network File System (NFS) to be delivered via Azure is anticipated to bolster the top line.

Notably, the Zacks Consensus Estimate for Hardware Maintenance and Other Services revenues is pegged at $374 million. Product revenues are estimated to be $879 million and Software Subscription revenues are anticipated to be around $243 million in third-quarter 2018.

What Zacks Model Says

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. The sell-rated stocks (Zacks Rank #4 or 5) are best avoided. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

NetAppcarries a Zacks Rank #3 and its Earnings ESP is +0.78%.

Stocks With Favorable Combination

Here are a couple of companies which, as per our model, have the right combination of elements to post an earnings beat this quarter:

NVIDIA Corporation NVDA has an Earnings ESP of +6.87% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Agilent Technologies, Inc. A, with an Earnings ESP of +1.21% and a Zacks Rank of 3.

Wall Street’s Next Amazon

Zacks EVP Kevin Matras believes this familiar stock has only just begun its climb to become one of the greatest investments of all time. It’s a once-in-a-generation opportunity to invest in pure genius.

Click for details >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
NetApp, Inc. (NTAP): Free Stock Analysis Report
 
Microsoft Corporation (MSFT): Free Stock Analysis Report
 
NVIDIA Corporation (NVDA): Free Stock Analysis Report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
To read this article on Zacks.com click here.]]>
http://www.so-l.ru/news/y/2018_02_12_will_flash_based_solutions_aid_netapp_s Mon, 12 Feb 2018 15:32:00 +0300
<![CDATA[What's in the Offing for QuickLogic (QUIK) in Q4 Earnings?]]> QuickLogic Corporation QUIK is set to report fourth-quarter 2017 results on Feb 14. Notably, the company’s earnings have surpassed the Zacks Consensus Estimate in two of the four trailing quarters, with an average positive surprise of 9.2%.

Last quarter, the company reported adjusted loss of 4 cents per share, which was in line with the Zacks Consensus Estimate but narrower than the year-ago quarter’s loss of 6 cents per share.

Revenues of $3 million increased 6% on a year-over-year basis and also met the Zacks Consensus Estimate. Notably, Samsung accounted for 24% of total revenues compared with 21% during the previous quarter.

Guidance & Estimates

Management lowered guidance for fourth-quarter 2017, primarily due to Display Bridge customers trimming the fourth-quarter forecast by around $450,000 and the delay in placing order for a new wearable design by the company’s tier one smartphone customer.

Additionally, its focus on the currently licensed technology running at high volume instead of expansion of the license agreement with an existing fab partner hurt the company’s revenues in the third quarter. The trend is anticipated to continue in the fourth quarter as well.

For fourth-quarter 2017, management projects revenues of approximately $3 million (+/- 10%). New product revenues are forecast to be almost $1.2 million, while mature product revenues are projected to be $1.8 million. The Zacks Consensus Estimates for revenues is currently pegged at $3 million.

At the mid-point of guidance, non-GAAP loss is expected to be approximately $3.3 million or 4 cents per share. The Zacks Consensus Estimates for earnings is currently pegged at a loss of 4 cents.

QuickLogic stock has gained 18.4% year over year, outperforming the 8.1% rally of the industry it belongs to.

Let's see how things are shaping up for this announcement.

Factors to Consider

Growing adoption of QuikLogic’s sensor processing solutions and embedded FPGA (eFPGA) Intellectual Property (IP) Licensing is a tailwind. The company’s new support center in Taiwan related to eFPGA IP has also helped in developing relationships with prospective customers, which can eventually lead to design wins.

During the quarter, the company’s test-chip qualification for SMIC low power 40 nanometer process was completed. In order to expand presence in the Chinese market, QuickLogic signed a partnership agreement with a prominent EDA tool and semiconductor IP distributor in China named AcconSys. The latter will provide the company’s flagship ArcticPro embedded FPGA solutions with sales and support services in China. The deal is expected to act as a catalyst.

Notably, QuickLogic was granted a patent for Flexible Fusion Engine (“FFE”), which is used for always-on sensor processing in the EOS S3 multi-core processor, by the United States Patent and Trademark Office. The company’s sensor processing segment has seen rapid growth driven by its EOS S3 software on a chip (SoC), which has the capability to support always-on/always listening requirement at a very low power consumption level.

As the world is moving toward voice interfaces like Amazon’s AMZN Alexa, Apple’s Siri, Alphabet’s OK Google, the need for technology products that run on voice command is also increasing. This is leading to growing demand for this always-on feature in the mobile, wearable, hearable and battery powered IoT products industries.

This new feature is replacing the previously prevalent push-to-talk feature. The hardware architecture used for the push-to-talk feature is not considered apt for the always-on feature as it will consume more battery life. Consequently, QuickLogic’s low power consuming EOS S3 SoC with an integrated Low Power Sound Detector or LPSD is gaining wide acceptance in this scenario.

The company is witnessing increasing demand for wearable products in the B2B market, primarily driven by higher demand from hospitals and fitness focused companies, which need to track body activities and biometric information.

The smartphone market also raises optimism. It is currently working with a Japanese smartphone OEM, which is expected to adopt QuickLogic’s EOS S3 SoC for its new models scheduled to be launched in 2018.

What Our Model Says

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. The sell-rated stocks (Zacks Rank #4 or 5) are best avoided. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

QuickLogiccarries a Zacks Rank #3 and its Earnings ESP is 0.00%.

Stocks With Favorable Combination

Here are a couple of companies which, as per our model, have the right combination of elements to post an earnings beat this quarter:

NVIDIA Corporation NVDA has an Earnings ESP of +6.87% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Agilent Technologies, Inc. A, with an Earnings ESP of +1.21% and a Zacks Rank of 3.

Wall Street’s Next Amazon

Zacks EVP Kevin Matras believes this familiar stock has only just begun its climb to become one of the greatest investments of all time. It’s a once-in-a-generation opportunity to invest in pure genius.

Click for details >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Amazon.com, Inc. (AMZN): Free Stock Analysis Report
 
QuickLogic Corporation (QUIK): Free Stock Analysis Report
 
NVIDIA Corporation (NVDA): Free Stock Analysis Report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_02_12_what_s_in_the_offing_for_quicklogic_qui Mon, 12 Feb 2018 15:29:00 +0300
<![CDATA[Will Growth in Diner Base Aid GrubHub's (GRUB) Q4 Earnings?]]> GrubHub Inc. GRUB is set to release fourth-quarter 2017 results on Feb 8.

Last quarter, earnings of 28 cents per share beat the Zacks Consensus Estimate and increased 21.7% year over year. The company has a mixed record of earning surprises in the trailing four quarters, delivering an average positive surprise of 8.33%.

Revenues of $163 million beat the consensus mark of $159 million and improved 32% from the year-ago period.

Notably, shares of GrubHub have gained 68.3% in the past year, significantly outperforming the industry’s 45.7% rally.



Let’s see how things are shaping up prior to this announcement.

Factors at Play

GrubHub diverse restaurant base, broader marketing reach and continuous improvement in products are helping it gain new diners. This was evident in the third quarter as Active Diners increased 28% year over year to 9.81 million. Management stated that this was the highest rate of organic diner growth in the last 1.5 years.

For the fourth quarter, the Zacks Consensus Estimate for Active Diners is pegged at 11.9 million, indicating a 45.1% increase from the figure reported in the prior-year quarter.

GrubHub’s expansion outside the Tier 1 market is a positive. The company’s restaurant network has expanded 60% in the last 12 months (as of the end of third-quarter 2017), with significant growth coming from Tier 2 and Tier 3 markets. GrubHub’s delivery is available in around 80 markets in more than 800 cities.

We believe that GrubHub’s partnerships with the likes of Groupon, Yelp YELP and The Cheesecake Factory will continue to drive the customer base. GrubHub’s recently completed acquisitions of Eat24, OrderUp and Boston-based Foodler have broadened its portfolio of restaurants.

The addition of Eat24 strengthens the company’s position across Tier 1 markets and almost doubles business in a large number of Tier 2 markets. Management stated the acquisition helped it gain new customers in markets like Miami, San Diego, Seattle, Las Vegas, Dallas and Houston.

We anticipate the aforementioned factors to have aided the company in attracting diners to try GrubHub services in the fourth quarter, thereby contributing to revenues.

However, increasing expenses might keep margins under pressure.

GrubHub Inc. Price and EPS Surprise

GrubHub Inc. Price and EPS Surprise | GrubHub Inc. Quote

What Our Model Says

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. The Sell-rated stocks (Zacks Rank #4 or #5) are best avoided. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

GrubHub has a Zacks Rank #2 and its Earnings ESP is -4.49%. Therefore, our proven model does not conclusively show that the company is likely to deliver a positive surprise this quarter.

You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks With a Favorable Combination

Here are a couple of companies which, as per our model, have the right combination of elements to post an earnings beat this quarter:

Applied Materials Inc. AMAT has an Earnings ESP of +0.57% and a Zacks Rank of 2.

Agilent Technologies Inc. A has an Earnings ESP of +1.98% and a Zacks Rank of 3.

More Stock News: This Is Bigger than the iPhone!

It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.

Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020. 

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GrubHub Inc. (GRUB): Free Stock Analysis Report
 
Applied Materials, Inc. (AMAT): Free Stock Analysis Report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_02_07_will_growth_in_diner_base_aid_grubhub_s Wed, 07 Feb 2018 02:16:00 +0300
<![CDATA[What's in the Cards for Broadridge (BR) in Q2 Earnings?]]> Broadridge Financial Solutions, Inc. BR is slated to release second-quarter fiscal 2018 results on Feb 8. Investors are keenly awaiting the earnings report of this technology-based outsourcing solutions provider to the financial services industry  to see if it succeeds in delivering a positive surprise.

Notably, Broadridge has an impressive earnings surprise history. In the trailing four quarters, the stock surpassed the Zacks Consensus Estimate on three occasions and matched the same once, delivering an average positive surprise of 12.8%.

Let’s see how things are shaping up prior to this announcement.

What the Zacks Model Unveils

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. The Sell-rated stocks (Zacks Rank #4 or 5) are best avoided. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Broadridge has a Zacks Rank #2 and its Earnings ESP is +1.45%. Therefore, the company is likely to deliver a positive surprise this quarter.

What to Expect?

The Zacks Consensus Estimate for second-quarter earnings is pegged at 58 cents per share. This indicates a year-over-year increase of 48.7%. Additionally, analysts polled by Zacks project revenues of roughly $953.7 million, indicating 6.9% growth from the year-ago quarter actual figure.

Factors to Consider

Notably, the company continues to supplement internal growth with strategic acquisitions. During the quarter, the company acquired Summit Financial Disclosure, a provider of financial document management solutions. The acquisition is anticipated to enrich the company’s offerings related to “corporate disclosure lifecycle”.     

Additionally, the company also acquired Morningstar, Inc.’s 15(c) board consulting services business. The acquisition is anticipated to strengthen Broadridge’s ability to provide a comprehensive source for financial data required for the fulfillment of governance related responsibilities by the board of directors of mutual funds.

Moreover, in a bid to offer an innovative digital experience across financial services and other industries, the company expanded its strategic alliance with Amazon.com’s (AMZN) Amazon Web Services (AWS) in December 2017. The collaboration effort will help to build a new solution that can store documents and data in a repository.

Furthermore, the company enhanced its client base with some prominent additions in the soon to-be-reported quarter. Earthport, a financial services firm, adopted “Broadridge's hosted service for Foreign Exchange and Cash Management processing”.    Beta Capital Wealth Management chose the company’s solutions for a “comprehensive front to back office technology and operations solution.”

Broadridge also completed a blockchain-based pilot project along with Natixis and Societe Generale aimed at optimizing the efficiency of “bilateral repurchase, or repo agreements.”

We believe all these initiatives and the strong business model of the company, a good percentage of which comes from recurring revenues are tailwinds that will help the company to deliver an impressive performance in the quarter under discussion.

 

Stocks to Consider

Here are a couple of companies which, per our model, also comprise the right combination of elements to beat on earnings this time around:

NVIDIA Corporation NVDA has an Earnings ESP of +4.13% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Applied Materials, Inc. AMAT with an Earnings ESP of +0.57% and a Zacks Rank #2

Agilent Technologies, Inc. A has an Earnings ESP of +1.21% and a Zacks Rank #3.

More Stock News: This Is Bigger than the iPhone!                  

It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.

Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020.

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NVIDIA Corporation (NVDA): Free Stock Analysis Report
 
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Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
Broadridge Financial Solutions, Inc. (BR): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_02_06_what_s_in_the_cards_for_broadridge_br Tue, 06 Feb 2018 19:38:00 +0300
<![CDATA[Will Lower Ad Revenues Hurt Twitter's (TWTR) Q4 Earnings?]]> Twitter TWTR is set to report fourth-quarter 2017 results on Feb 8. The company beat the Zack Consensus Estimate in all the trailing four quarters, delivering an average positive surprise of 152.50%.

However, in the last reported quarter, the top and the bottom lines declined 4.2% and 23%, respectively on a year-over-year basis. Notably, both the figures have been showing a declining trend over the last few quarters, which is a concern.

Sluggish user growth coupled and declining revenues remain headwinds. However, the company’s focus on boosting user growth rate and engagement levels is a positive.

Notably, shares of Twitter have gained 40.3% in the past year, outperforming the industry’s 25.6% rally.



Let's see how things are shaping up for this announcement.

Factors at Play

Lackluster user growth remains the primary concern for investors. In third-quarter 2017, Twitter reported adjusted monthly average users (MAUs) of 330 million, up 1.2% sequentially and 4% on a year-over-year basis.

For the fourth quarter, the Zacks Consensus Estimate for MAUs is pegged at 332 million, indicating a 0.6% sequential increase and 4% increase from the figure reported in the prior-year quarter.

We note that Twitter has been taking a lot of initiatives to combat all odds including curbing the widespread bullying on its platform. The company rolled out a 280-character limit for tweets earlier in November, doubling it from the legacy 140 limit.

It also took various other measures to make tweeting easier and more expressive for people, and to keep the platform clear of malpractices.

Twitter’s focus on improving the live video feature is expected to drive user engagement. The company streamed 830 live events in the last quarter and secured 30 new live partnerships.

Moreover, Twitter’s revenues are highly dependent on the international market. In the last reported quarter, the company earned nearly 43.7% of its revenues from international markets. International revenues increased 6% year over year in the third quarter while U.S. revenues decreased 11%.

Therefore, the company’s launch of Twitter Lite application on Android devices in 24 countries across Africa, Asia, Europe, the Middle East and Latin America is prudent in our view.

However, with such a small user base, Twitter falls way behind other social media services like Facebook FB, which has around 2.13 billion MAUs. Given such a huge user base, advertisers are more likely to opt for it as it presents a much larger canvas for them. The social media giant reported its quarterly earnings recently, wherein its Advertising revenues soared 48.1% year over year to $12.78 billion.

Though Twitter’s ad engagements continue to grow, it is the cost per ad engagement metric that remains an area of concern. It was down 54% in the third quarter of 2017, given the shift to auto-play video, which has lower cost per view compared to click-to-play.

The Zacks Consensus Estimate for Twitter’s fourth-quarter revenues is pegged at $690 million while ad revenues are expected to be around $592 million, representing a respective decline of 3.8% and 7.2% from the figures reported in the fourth quarter of 2016.

Twitter, Inc. Price and EPS Surprise

Twitter, Inc. Price and EPS Surprise | Twitter, Inc. Quote

What Our Model Says

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. The Sell-rated stocks (Zacks Rank #4 or #5) are best avoided. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Twitter has a Zacks Rank #2 and its Earnings ESP is -16.00%. Therefore, our proven model does not conclusively show that the company is likely to deliver a positive surprise this quarter.

You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks With a Favorable Combination

Here are a couple of companies which, as per our model, have the right combination of elements to post an earnings beat this quarter:

Applied Materials Inc. AMAT has an Earnings ESP of +0.57% and a Zacks Rank of 2.

Agilent Technologies Inc. A has an Earnings ESP of +1.98% and a Zacks Rank of 3.

More Stock News: This Is Bigger than the iPhone!

It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.

Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020.  

Click here for the 6 trades >>


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Facebook, Inc. (FB): Free Stock Analysis Report
 
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Applied Materials, Inc. (AMAT): Free Stock Analysis Report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_02_06_will_lower_ad_revenues_hurt_twitter_s_t Tue, 06 Feb 2018 17:50:00 +0300
<![CDATA[Will NCR Deliver a Positive Surprise This Earnings Season?]]> NCR Corporation NCR is slated to release its fourth-quarter 2017 results on Feb 8. The question lingering on investors’ minds is whether this consumer transaction technology provider will be able to deliver a positive surprise.

Notably, NCR has an impressive earnings surprise history. In the trailing four quarters, the company surpassed the Zacks Consensus Estimate on all the occasions, with an average positive earnings surprise of 8.9%.

Let’s see how things are shaping up prior to this announcement.

What the Zacks Model Says

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. The Sell-rated stocks (Zacks Rank #4 or 5) are best avoided. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

NCR has a Zacks Rank #3 and its Earnings ESP is +2.62%. Therefore, the company is likely to deliver a positive surprise this quarter.

What to Expect?

The Zacks Consensus Estimate for fourth quarter earnings is pegged at 86 cents per share. Additionally, analysts polled by Zacks project revenues of roughly $1.74 billion.

Factors to Consider

The company enriched its product portfolio during the quarter with the launch of a mobile point-of-sale (POS) solution called Ring Up by NCR Silver, whose payment processing is powered by Worldpay. This POS solution is targeted at U.S. based micro businesses. The company also launched a new “end-to-end mobile payment solution” in the month of October.

Additionally, the company, in partnership with Samsung Electronics America, launched NCR Silver Quantum, “all-in-one point-of-sale (POS) commerce station featuring an integrated payment device with mobile wallet acceptance capability.”

Notably, during the quarter, the company announced that its digital transformation platform will be enriched by “an 800-store chain customer”. Moreover, a prominent supermarket chain in Israel, named Bitan Wines Group, is looking to install NCR FastLane SelfServ Checkouts. Arizona based Tucson Federal Credit has implemented NCR’s Interactive Teller software for the betterment of customer experience at different branch locations.

Furthermore, the company is also looking for growth opportunities via expansion of its channel program. Lastly, the company completed divestment of the remaining IPS assets to Turbon Group of Companies. We believe the completion of the transaction is a testament to the fact that NCR is focusing on growth in the software and services sector.

However, we remain cautious about the weakness in the ATM business as large customers across North America, India, the Middle East and Africa delayed their spending.

NCR Corporation Price and EPS Surprise

NCR Corporation Price and EPS Surprise | NCR Corporation Quote

Other Stocks to Consider

Here are a couple of companies which, per our model, also have the right combination of elements to post an earnings beat this quarter: 

NVIDIA Corporation NVDA has an Earnings ESP of +6.87% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Applied Materials, Inc. AMAT, with an Earnings ESP of +0.57% and a Zacks Rank #2.

Agilent Technologies, Inc. A, with an Earnings ESP of +1.98% and a Zacks Rank of #3.

More Stock News: This Is Bigger than the iPhone!                  

It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.

Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020. 

Click here for the 6 trades >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
NCR Corporation (NCR): Free Stock Analysis Report
 
NVIDIA Corporation (NVDA): Free Stock Analysis Report
 
Applied Materials, Inc. (AMAT): Free Stock Analysis Report
 
Agilent Technologies, Inc. (A): Free Stock Analysis Report
 
To read this article on Zacks.com click here.
 
Zacks Investment Research]]>
http://www.so-l.ru/news/y/2018_02_06_will_ncr_deliver_a_positive_surprise_thi Tue, 06 Feb 2018 13:51:00 +0300
<![CDATA[Agilent (A) Down 3.7% Since Earnings Report: Can It Rebound?]]> A month has gone by since the last earnings report for Agilent Technologies, Inc. A. Shares have lost about 3.7% in that time frame, outperforming the market.

Will the recent negative trend continue leading up to their next earnings release, or is the stock due for a breakout? Before we dive into how investors and analysts have reacted of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.

Agilent Beats on Q4 Earnings & Revenues, Lowers Guidance

Agilent’s fiscal fourth-quarter 2017 earnings per share of 67 cents beat the Zacks Consensus Estimate by 4 cents. Earnings increased 14% year over year.

During the quarter, the company said that the integration of U.K.-based Cobalt Light Systems is on track. It will strengthen Agilent’s presence in the high-growth Raman spectroscopy market. The deal complements Agilent’s product expansion efforts with the promise of helping it offer better services to its pharmaceutical and biopharma customers.

We also remain positive on Agilent’s broad-based portfolio and increased focus on segments with higher growth potential. Further, the company continues to introduce high-margin products.

Revenues

Agilent’s fiscal fourth-quarter 2017 revenues of $1.19 billion increased 8% sequentially and 7% year over year. Revenues were above the management’s guided range of $1.15-$1.17 billion and the Zacks Consensus Estimate of $1.17 billion.

Revenue growth was supported by strong growth across all product lines with particular strength in Europe and Americas.

Revenues by Segment

Agilent now has three reporting segments — Life Sciences & Applied Markets Group (LSAG), Agilent Cross Lab Group (ACG) and Diagnostics and Genomics Group (DGG). Its Electronic Measurement Group (EMG) segment was spun off as Keysight Technologies, an independent publicly traded company. Agilent also exited the Nuclear Magnetic Resonance business after failing to meet growth and profitability goals. The company divested or shut down underperforming units to streamline operations.

In the reported quarter, LSAG was the largest contributor and accounted for $573 million or 49% of total revenues, reflecting an increase of 5% year over year. This was driven by strong performances in the chemical and energy, academia, government and food end markets.

Revenues from ACG came in at $404 million or 34% of total revenues, reflecting an increase of 9% year over year. Both services and consumables witnessed growth across all geographical regions.

Non-GAAP revenues from DGG came in at $208 million or remaining 18% of total revenues. The segment was up 9% year over year, driven by strong demand for pathology products and companion diagnostics services.

Margins

The pro forma gross margin for the quarter was 56.1%, up 100 basis points (bps) sequentially and 70 bps year over year.

Operating expenses (research & development and selling, general & administrative expenses) in the quarter were $393 million, 7% higher than the year-ago quarter.As a result, adjusted operating margin was 23.3%, increasing 0.8% from the year-ago quarter of 22.5%.

Net Income

Agilent generated pro forma net income of $218 million (67 cents per share) compared with $193 million (59 cents) in the year-ago quarter. Our pro forma estimate excludes acquisition-related costs, restructuring charges, amortization of intangibles and other one-time items as well as tax adjustments.

With these above-mentioned items included, GAAP net income was $177 million (54 cents per share) compared with $126 million (38 cents) in the year-ago quarter.

Balance Sheet

Exiting the fiscal fourth quarter, inventories were $575 million, up from $566 in the prior quarter. Agilent’s long-term debt was $1.80 billion at the end of the quarter. Cash and cash equivalents were $2.68 billion compared with $2.56 billion in the prior quarter.

Net cash provided by operating activities was $288 million and capital expenditure was $58 million.

In the reported quarter, the company paid $43 million in dividends. There was no share repurchase activity during that time.

Guidance

Agilent provided guidance for fiscal first quarter of 2018.

Agilent expects revenues between $1.145 billion and $1.165 billion, and non-GAAP earnings per share in the range of 55-57 cents for the fiscal first quarter. Analysts polled by Zacks expect revenues of $1.14 billion and earnings of 60 cents per share.

For fiscal 2018, Agilent projects revenues in the range of $4.720-$4.740 billion and non-GAAP earnings per share in the range of $2.50-$2.56.

How Have Estimates Been Moving Since Then?

Following the release, investors have witnessed an upward trend in fresh estimates. There have been two revisions higher for the current quarter compared to one lower.

VGM Scores

At this time, Agilent's stock has a nice Growth Score of B, though it is lagging a lot on the momentum front with an F. However, the stock was allocated a grade of C on the value side, putting it in the middle 20% for this investment strategy.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

Our style scores indicate that the stock is more suitable for growth investors than value investors.

Outlook

While estimates have been broadly trending upward for the stock, the magnitude of these revisions has been net zero. Notably, the stock has a Zacks Rank #3 (Hold). We expect in-line returns from the stock in the next few months.


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
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Zacks Investment Research]]>
http://www.so-l.ru/news/y/2017_12_21_agilent_a_down_3_7_since_earnings_rep Thu, 21 Dec 2017 12:06:00 +0300
<![CDATA[Agilent (A) Beats on Q4 Earnings & Revenues, Lowers Guidance]]> Agilent TechnologiesA fiscal fourth-quarter 2017 earnings per share of 67 cents beat the Zacks Consensus Estimate by 4 cents. Earnings increased 14% year over year.

Following the fiscal fourth-quarter earnings results, share price has increased 1.7%. However, it was down 4.53% in after-hours trading due to weaker-than-expected earnings guidance for the upcoming quarter.

Also, the company’s shares are down 46.6% year to date, underperforming the industry’s gain of 50.8%.

During the quarter, the company said that the integration of U.K.-based Cobalt Light Systems is on track. It will strengthen Agilent’s presence in the high-growth Raman spectroscopy market. The deal complements Agilent’s product expansion efforts with the promise of helping it offer better services to its pharmaceutical and biopharma customers.

We also remain positive on Agilent’s broad-based portfolio and increased focus on segments with higher growth potential. Further, the company continues to introduce high-margin products.

Revenues

Agilent’s fiscal fourth-quarter 2017 revenues of $1.19 billion increased 8% sequentially and 7% year over year. Revenues were above the management’s guided range of $1.15-$1.17 billion and the Zacks Consensus Estimate of $1.17 billion.

Revenue growth was supported by strong growth across all product lines with particular strength in Europe and Americas.

Revenues by Segment

Agilent now has three reporting segments — Life Sciences & Applied Markets Group (LSAG), Agilent Cross Lab Group (ACG) and Diagnostics and Genomics Group (DGG). Its Electronic Measurement Group (EMG) segment was spun off as Keysight Technologies, an independent publicly traded company. Agilent also exited the Nuclear Magnetic Resonance business after failing to meet growth and profitability goals. The company divested or shut down underperforming units to streamline operations.

In the reported quarter, LSAG was the largest contributor and accounted for $573 million or 49% of total revenues, reflecting an increase of 5% year over year. This was driven by strong performances in the chemical and energy, academia, government and food end markets.

Revenues from ACG came in at $404 million or 34% of total revenues, reflecting a increase of 9% year over year. Both services and consumables witnessed growth across all geographical regions.

Non-GAAP revenues from DGG came in at $208 million or remaining 18% of total revenues. The segment was up 9% year over year, driven by strong demand for pathology products and companion diagnostics services.

Margins

The pro forma gross margin for the quarter was 56.1%, up 100 basis points (bps) sequentially and 70 bps year over year.

Operating expenses (research & development and selling, general & administrative expenses) in the quarter were $393 million, 7% higher than the year-ago quarter. As a result, adjusted operating margin was 23.3%, increasing 0.8% from the year-ago quarter of 22.5%.

Net Income

Agilent generated pro forma net income of $218 million (67 cents per share) compared with $193 million (59 cents) in the year-ago quarter. Our pro forma estimate excludes acquisition-related costs, restructuring charges, amortization of intangibles and other one-time items as well as tax adjustments.

With these above-mentioned items included, GAAP net income was $177 million (54 cents per share) compared with $126 million (38 cents) in the year-ago quarter.

Balance Sheet

Exiting the fiscal fourth quarter, inventories were $575 million, up from $566 in the prior quarter. Agilent’s long-term debt was $1.80 billion at the end of the quarter. Cash and cash equivalents were $2.68 billion compared with $2.56 billion in the prior quarter.

Net cash provided by operating activities was $288 million and capital expenditure was $58 million.

In the reported quarter, the company paid $43 million in dividends. There was no share repurchase activity during that time.

Guidance

Agilent provided guidance for fiscal first quarter of 2018.

Agilent expects revenues between $1.145 billion and $1.165 billion, and non-GAAP earnings per share in the range of 55-57 cents for the fiscal first quarter. Analysts polled by Zacks expect revenues of $1.14 billion and earnings of 60 cents per share.

For fiscal 2018, Agilent projects revenues in the range of $4.720-$4.740 billion and non-GAAP earnings per share in the range of $2.50-$2.56.

Analysts polled by Zacks expect earnings of $2.59 per share and revenues to the tune of $4.72 billion.

Agilent Technologies, Inc. Price, Consensus and EPS Surprise

 

Zacks Rank and Stocks to Consider

Currently, Agilent has a Zacks Rank #3 (Hold). A few better-ranked stocks in the broader technology sector are NVIDIA Corporation NVDA and SMART Global Holdings, Inc. SGH, both carrying a Zacks Rank #1 (Strong Buy), while Applied Materials, Inc. AMAT, carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Long-term earnings per share growth rate for NVIDIA Corporation, SMART Global and Applied Materials is projected to be 11.2%, 15% and 16.9%, respectively.

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To read this article on Zacks.com click here.
 
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http://www.so-l.ru/news/y/2017_11_21_agilent_a_beats_on_q4_earnings_reven Tue, 21 Nov 2017 16:44:00 +0300