核心观点 - 两家医疗行业公司Collegium Pharmaceutical和Masimo Corporation因盈利预期上调被纳入Zacks强力买入名单 展现出增长与估值优势[1][9] Collegium Pharmaceutical (COLL) - 作为专业制药公司 专注于中枢神经系统、呼吸系统和皮肤相关疾病治疗[1] - 估值显著低估 远期市盈率仅5倍 远期市销率低于2倍[4] - 2025年预计营收增长20% 盈利增长9% 2026财年预计维持低个位数增长[3] - 每股收益预期超7美元 显著优于行业平均15.5倍市盈率和3.4倍市销率[4][5] - 在超过130家小型制药公司中 盈利能力突出 多数同业仍处于试验阶段且未盈利[5] Masimo Corporation (MASI) - 提供无创健康监测系统 可实时监测患者生理指标[2] - 2025财年每股收益预期大幅增长20%至5.30美元 2026年预计再增7%至5.68美元[7] - 远期市盈率26.5倍 略高于行业平均23.5倍 同业包括Sonova Holding和Alcon[7] 行业背景 - 医疗板块具备防御性对冲特性 在市场波动时期吸引力提升[9] - 医疗器械行业平均远期市盈率为23.5倍 制药行业平均为15.5倍[4][7]

Ivanhoe Electric (IE) shares soared 7.9% in the last trading session to close at $10.84. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 11.5% gain over the past four weeks.The company’s shares have gained on the back of higher copper prices. Copper futures climbed 3.77% to a near two-month high of $4.84 per pound after Freeport-McMoRan Inc. (FCX) declared force majeure at its Grasburg mine in Indonesia. Mining operations have be ...

Southern Copper (SCCO) shares ended the last trading session 8.4% higher at $119.5. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 12.8% gain over the past four weeks.The company’s shares have gained on the back of higher copper prices. Copper futures climbed 3.77% to a near two-month high of $4.84 per pound after Freeport-McMoRan Inc. (FCX) declared force majeure at its Grasburg mine in Indonesia. Mining operatio ...

CarMax (KMX) came out with quarterly earnings of $0.64 per share, missing the Zacks Consensus Estimate of $1.03 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -37.86%. A quarter ago, it was expected that this used car dealership chain would post earnings of $1.18 per share when it actually produced earnings of $1.38, delivering a surprise of +16.95%.Over the last four quarters, th ...

Apollo Global Management Inc. (APO) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, APO broke through the 200-day moving average, which suggests a long-term bullish trend.The 200-day simple moving average is widely-used by traders and analysts, and helps establish market trends for stocks, commodities, indexes, and other financial instruments over the long term. The indicator moves higher or lower together with longer-term price moves, serv ...

Strategy (MSTR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this business software company have returned -6.7%, compared to the Zacks S&P 500 composite's +3.1% change. During this period, the Zacks Financial - Miscellaneous Services industry, which Strategy falls in, has gained 2.9%. The key question now is: What could be the stock's future direction? ...

Almonty Industries Inc. (ALM) shares rallied 12.3% in the last trading session to close at $5.95. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 23.5% gain over the past four weeks.Almonty Industries shares have gained following its announcement that it has commenced a large-scale drilling program at its Sangdong Molybdenum Project in Yeongwol, Gangwon Province, South Korea. A total of 26 drill holes, spanni ...

Alvotech (ALVO) shares rallied 8.6% in the last trading session to close at $8.7. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 3.7% loss over the past four weeks.Alvotech extended its rally for a second day, fueled by optimism after the EMA’s CHMP backed its regulatory filings for biosimilar versions of Amgen’s Prolia/Xgeva and J&J’s Simponi.This company is expected to post quarterly earnings of $0.08 per ...

AAR (AIR) came out with quarterly earnings of $1.08 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +10.20%. A quarter ago, it was expected that this airplane maintenance company would post earnings of $1 per share when it actually produced earnings of $1.16, delivering a surprise of +16%.Over the last four quarters, the comp ...

EverCommerce (EVCM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a chang ...