Core Insights - The company aims to improve its performance in the upcoming Valentine's Day after facing challenges last year [1] Company Strategy - The lingerie purveyor is focusing on better preparation for the holiday of romance in February [1]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential, leading to potential losses for investors [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Victoria's Secret (VSCO) Analysis - Victoria's Secret (VSCO) has shown significant recent price momentum, with a four-week price change of 35%, indicating growing investor interest [4] - Over the past 12 weeks, VSCO's stock has gained 86%, with a beta of 2.24, suggesting it moves 124% higher than the market in either direction [5] - VSCO has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] Group 3: Earnings Estimates and Valuation - An upward trend in earnings estimate revisions has contributed to VSCO earning a Zacks Rank 1 (Strong Buy), as analysts raising estimates attract more investor interest [7] - VSCO is trading at a Price-to-Sales ratio of 0.68, suggesting it is undervalued, as investors pay only 68 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides VSCO, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify winning stock picks based on various investing styles [9]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] Company Overview: Victoria's Secret (VSCO) - Victoria's Secret currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting a favorable outlook based on historical performance metrics [3] Price Performance - Over the past week, VSCO shares have increased by 11.09%, outperforming the Zacks Retail - Apparel and Shoes industry, which rose by 1.35% [5] - In a longer timeframe, VSCO's monthly price change is 56.06%, significantly higher than the industry's 7.18% [5] - Over the last quarter, shares have surged by 114.24%, while the last year saw a gain of 19.33%, compared to the S&P 500's increases of 3.31% and 13.94%, respectively [6] Trading Volume - The average 20-day trading volume for VSCO is 3,257,037 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, four earnings estimates for VSCO have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $2.04 to $2.63 [9] - For the next fiscal year, four estimates have also moved higher without any downward revisions [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, VSCO is positioned as a 1 (Strong Buy) stock with a Momentum Score of A, making it a compelling investment option [11]

Core Insights - Victoria's Secret (VSCO) and On Holding (ONON) are both attractive stocks for value investors, but a deeper analysis is required to determine which is more appealing [1][3]. Valuation Metrics - Both VSCO and ONON currently hold a Zacks Rank of 1 (Strong Buy), indicating positive earnings estimate revisions and an improving earnings outlook [3]. - VSCO has a forward P/E ratio of 20.09, while ONON has a significantly higher forward P/E of 51.72 [5]. - The PEG ratio for VSCO is 2.18, which is comparable to ONON's PEG ratio of 2.20, indicating similar expected earnings growth rates [5]. - VSCO's P/B ratio stands at 6.15, contrasting with ONON's P/B ratio of 16.14, suggesting that VSCO is more favorably valued in terms of market value versus book value [6]. - Based on these valuation metrics, VSCO receives a Value grade of A, while ONON is rated F, highlighting VSCO as the superior value option [6][7].

Core Viewpoint - Victoria's Secret (VSCO) shows a promising earnings outlook, with analysts raising their earnings estimates, indicating potential for continued stock momentum [1][2]. Estimate Revisions - The trend in estimate revisions reflects growing analyst optimism regarding Victoria's Secret's earnings prospects, which is expected to positively influence its stock price [2]. - For the current quarter, the earnings estimate is $2.42 per share, a decrease of 6.9% year-over-year, but the Zacks Consensus Estimate has increased by 9.61% over the last 30 days due to two upward revisions [6]. - For the full year, the expected earnings are $2.53 per share, representing a year-over-year decline of 6.0%, yet the consensus estimate has risen by 28.66% as four estimates have been revised upward without any negative revisions [7][8]. Zacks Rank - Victoria's Secret currently holds a Zacks Rank 1 (Strong Buy), indicating strong potential for outperformance based on favorable estimate revisions [9]. - Historically, stocks with a Zacks Rank 1 have generated an average annual return of +25% since 2008, suggesting a robust track record of performance [3]. Stock Performance - The stock has gained 47% over the past four weeks, driven by solid estimate revisions, making it an attractive addition to investment portfolios [10].

Core Viewpoint - The market is currently experiencing a mix of slow growth and volatility, but there are opportunities for investors to find companies with strong fundamentals, such as Victoria's Secret & Co. (VSCO), which is showing signs of accelerating earnings growth [1][2]. Company Performance - Victoria's Secret & Co. has transitioned into a more disciplined and focused retailer, moving away from its previous turnaround narrative [2]. - Recent earnings reports have exceeded expectations, leading to upward revisions in earnings estimates by analysts, which is a positive indicator for the company's future performance [3]. - Over the past sixty days, four analysts have raised their earnings estimates for both the current and next fiscal years, with the current year's estimate increasing from $2.01 to $2.38 and next year's from $2.08 to $2.50 [3]. Operational Improvements - The company has streamlined its operations, improved inventory management, refocused its product strategy, and enhanced profit margins, resulting in a more efficient and effective retail model [4]. - Victoria's Secret is no longer attempting to cater to all consumers but is instead excelling in its specific market niche, leading to improved merchandise performance and profitability [4]. Market Positioning - Despite the positive momentum and operational improvements, the stock price does not yet reflect the company's turnaround, indicating a potential investment opportunity for savvy investors [5]. - The current share price suggests that the market has not fully recognized the ongoing improvements in earnings and operational efficiency, presenting a chance for investors to acquire shares at a favorable valuation [5].

Core Viewpoint - The article summarizes the latest analyst ratings from Wall Street, highlighting significant upgrades, downgrades, and new coverage that could impact market sentiment and investment decisions [1][6]. Upgrades - Oppenheimer upgraded General Electric Energy (GEV) from "Hold" to "Outperform," setting a target price of $855, citing improved pricing and sales, along with enhanced factory utilization and operational efficiency [5]. - JPMorgan raised PepsiCo (PEP) from "Neutral" to "Overweight," increasing the target price from $151 to $164, due to the company's accelerated innovation and marketing spending [5]. - HSBC upgraded AbbVie (ABBV) from "Hold" to "Buy," with a target price increase from $225 to $265, noting the company's growth momentum and strong execution capabilities [5]. - Morgan Stanley raised Terex (TEX) from "Equal Weight" to "Overweight," with a target price increase from $47 to $60, as the company's performance has rebounded and its business mix has improved [5]. - Oppenheimer upgraded Dyne Therapeutics (DYN) from "Hold" to "Outperform," significantly raising the target price from $11 to $40, highlighting the stock's undervaluation compared to its competitor Avidity [5]. Downgrades - HSBC downgraded Biogen (BIIB) from "Hold" to "Reduce," with a slight target price decrease from $144 to $143, citing the poor performance of its multiple sclerosis business [5]. - Jefferies lowered Emerson Electric (EMR) from "Buy" to "Hold," maintaining a target price of $145, indicating limited short-term upside due to the company's recent performance outlook [5]. - JPMorgan downgraded Noble Energy (NE) from "Overweight" to "Neutral," raising the target price from $31 to $33, while expressing caution about upstream capital expenditures [5]. - Jefferies downgraded Rexnord (RRX) from "Buy" to "Hold," reducing the target price from $170 to $160, noting that the company's transformation plan is taking longer than expected [5]. - Jefferies lowered Vail Resorts (VLTO) from "Buy" to "Hold," with a target price decrease from $125 to $105, stating that the current stock price reflects the company's stable demand and strong returns [5]. New Coverage - Guggenheim initiated coverage on Amazon (AMZN) with a "Buy" rating and a target price of $300, suggesting that the retail sector is showing signs of improvement despite previous concerns [9]. - B. Riley initiated coverage on Roblox (RBLX) with a "Buy" rating and a target price of $125, highlighting the company's strong long-term fundamentals [13]. - Cowen initiated coverage on Sensata Technologies (IOT) with an "Outperform" rating and a target price of $55, believing the company's platform aligns well with the $45 trillion "physical operations" industry [13]. - B. Riley initiated coverage on Take-Two (TTWO) with a "Buy" rating and a target price of $300, driven by the anticipated release of Grand Theft Auto 6 in November 2026 [13]. - Canadian Imperial Bank of Commerce initiated coverage on Shark Ninja (SN) with a "Buy" rating and a target price of $135, viewing the company as a "category disruptor" [13].

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than the traditional "buying low and selling high" approach, aiming for quicker profits [1] Group 1: Momentum Investing Characteristics - Fast-moving trending stocks can be difficult to enter at the right time, as they may lose momentum if future growth does not justify their high valuations [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy [3] Group 2: Victoria's Secret (VSCO) Analysis - VSCO has shown a significant price increase of 44.8% over the past four weeks, indicating growing investor interest [4] - Over the past 12 weeks, VSCO's stock gained 82.9%, demonstrating its ability to deliver positive returns over a longer timeframe [5] - VSCO has a Momentum Score of A, suggesting it is an opportune time to invest in the stock [6] Group 3: Earnings Estimates and Valuation - An upward trend in earnings estimate revisions has contributed to VSCO earning a Zacks Rank 1 (Strong Buy), which is associated with strong momentum effects [7] - VSCO is trading at a Price-to-Sales ratio of 0.64, indicating it is relatively cheap, as investors pay only 64 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides VSCO, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify potential winning stocks based on various investing styles [9]

Group 1: Earnings Season Overview - The Q3 earnings season has shown solid results, with 99% of S&P 500 companies reporting a 13.4% increase in earnings per share, marking the fourth consecutive quarter of double-digit growth [2][3] - Analysts had initially expected a lower earnings growth of 7.9% for Q3, indicating a significant positive surprise in actual results [3] Group 2: Company-Specific Earnings Reports - AutoZone (AZO) reported earnings of $31.04 per share on revenue of $4.62 billion, missing estimates of $32.40 and $4.64 billion respectively, with gross profit decreasing due to inventory charges [6][7] - Campbell's Company (CPB) saw a 3% decline in net sales to $2.67 billion and earnings per share of $0.65, below the expected $0.71 [8][9] - Toll Brothers (TOL) reported earnings per share of $4.58, missing estimates of $4.89, while revenue was $3.41 billion, exceeding estimates of $3.31 billion [11][12] - Victoria's Secret (VSCO) stock rose over 13% after raising its 2025 guidance for net sales and earnings, forecasting net sales between $6.45 billion and $6.48 billion [18][19] - Hewlett Packard Enterprise (HPE) shares fell 4% after forecasting Q1 revenue below estimates, expecting $9 billion to $9.4 billion compared to the $9.9 billion expected [22] - CrowdStrike (CRWD) reported a 22% revenue increase to $1.23 billion, raising its full-year guidance to $4.79 billion to $4.80 billion [55][56] Group 3: AI Mentions and Market Sentiment - Mentions of "AI" on earnings calls reached a record high, with 306 S&P 500 companies citing the term, reflecting the growing importance of AI in corporate strategies [14][15] - Companies mentioning AI have experienced higher average stock price increases compared to those that did not, indicating a market trend favoring AI-related narratives [15][16] - Oracle (ORCL) is expected to report earnings soon, which may influence sentiment around AI and its cloud business backlog [17]

Core Insights - Victoria's Secret is implementing a strategic initiative called the Path to Potential, aimed at improving sales and expanding profit margins by reducing discounting [1][5] - The company is experiencing an improvement in comparable sales and generating more free cash flow, indicating positive financial health [3][5] Financial Performance - As of December 8, 2025, Telsey Advisory set a price target of $50 for Victoria's Secret stock, which was priced at $49.71 at that time, showing a slight difference of about 0.58% from the target [2] - Currently, the stock is priced at $49.57, reflecting a 1.06% increase or $0.52 from the previous price [2] - The stock has fluctuated between $46.65 and $50.21 on the same day [2] - The market capitalization of Victoria's Secret is approximately $3.97 billion, with 2,199,326 shares traded today [4] - Over the past year, the stock has reached a high of $50.22 and a low of $13.76, indicating a significant range in its stock price [4]