Nebius Group (NasdaqGS:NBIS) made headlines this week after striking a long-term deal to supply AI infrastructure and GPU capacity to Microsoft. The agreement puts Nebius in a strong position as demand for AI workloads continues to soar.

On the heels of its multiyear deal with Microsoft and continued AI data center expansion, Nebius Group’s share price gained fresh momentum this week. This builds on a staggering rally that has seen investors focus on its leadership in cloud AI infrastructure and aggressive U.S. growth plans. While the latest share price sits at $127.98, recent moves reflect continued optimism about long-term demand for Nebius’s offerings in a market where growth potential still outpaces valuation concerns.

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The stock’s meteoric rise leaves investors wondering if, with all this rapid growth and hype, there is still value left on the table or if the market has already priced in every bit of future upside.

Most Popular Narrative: 16.4% Undervalued

With Nebius Group’s narrative fair value at $153 and the last close at $127.98, market optimism is high. This gap hints at a belief that the company’s growth surge has not yet peaked, even with soaring expectations already priced in.

The scarcity of ready-to-deploy, large-capacity data center sites has positioned Nebius advantageously. This has propelled the company to secure major deals with highly favorable economics. Revised price targets reflect confidence that Nebius can rapidly scale GPU installations and data center capacity. This could allow the company to outpace prior revenue and ARR projections as demand grows.

Want to know what’s fueling this sky-high estimate? The narrative rests on ultra-fast expansion, record-shattering revenue projections, and big bets on future profitability. What number-crunching and bold analyst assumptions back up this valuation? Discover the full logic and the financial jumps that drive this fair value call.

Result: Fair Value of $153 (UNDERVALUED)

However, intense competition and tighter regulations could dampen Nebius Group’s momentum and challenge the high growth and profitability forecasts underpinning today’s narrative.

Another View: Valuation Multiple Signals Mixed Messages

Looking at Nebius Group’s price-to-book ratio, it trades at 8.5x, which is more than double the US Software industry average of 4x, but still below similar peer companies at 14.4x. This means investors pay a premium versus most competitors in the industry, but not as much as some direct peers. Does this premium reflect justified optimism or could it be adding risk if growth expectations slip?

Build Your Own Nebius Group Narrative

If you want to dig deeper or have your own perspective, you can craft your own view of Nebius Group’s future in just a few minutes by using Do it your way

A great starting point for your Nebius Group research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

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ABM Industries (ABM) shares recently moved as investors reacted to the latest earnings report. The report featured stronger revenue than anticipated but missed on earnings, along with continued margin pressure and a notable insider sale.

ABM Industries’ stock has felt the pressure lately, slipping after the latest earnings missed profit estimates even as revenue beat expectations. A combination of margin challenges and recent insider selling has weighed on momentum for now. Looking back, the company’s one-year total shareholder return is slightly negative, reflecting a year of transition. Its three- and five-year returns show moderate long-term gains as the business continues to evolve amid operational shifts.

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With shares now trading well below analyst price targets while expectations for future growth remain high, investors are left to ask if ABM Industries is undervalued or if the market has already priced in what lies ahead.

Most Popular Narrative: 19.7% Undervalued

ABM Industries’ fair value, according to the most widely followed narrative, sits notably above its recent closing price. This signals attractive upside if the company executes its strategy. This perspective emerges amid expectations for a multi-year transformation driven by powerful industry trends and internal initiatives.

The strong growth in electrification, microgrids, and data center infrastructure, fueled by both sustainability trends and the surging need for resilient/efficient power solutions (accelerated by AI adoption), positions ABM’s Technical Solutions segment for durable revenue and earnings expansion as these end markets scale.

Want to uncover the quantitative story behind this bold price target? The real drivers include ambitious improvement in margins, robust profit expansion, and a significant shift in business mix. The narrative’s credibility rests on whether these internal upgrades and sector tailwinds deliver results. Find out which financial forecasts are key to this compelling upside scenario.

Result: Fair Value of $58.00 (UNDERVALUED)

However, persistent margin pressure and the risk of client losses in competitive markets could undermine these optimistic assumptions about ABM Industries’ future potential.

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If you want to reach your own takeaway or dive into the numbers yourself, it only takes a few minutes to put together your perspective. Do it your way

A great starting point for your ABM Industries research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.

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ConocoPhillips (NYSE:COP) is one of the Best and Cheap Stocks to Buy Right Now. On September 25, ConocoPhillips (NYSE:COP) announced that it will host its fiscal third-quarter earnings conference on November 6, 2025.

The company reported mixed results during its fiscal second quarter of 2025. It delivered an EPS of $1.42, which topped estimates by $0.06. However, the revenue of $14.74 billion, which grew 4.27% year-over-year, missed estimates by $150.41 million. Management noted production for the quarter was 2,391 MBOED, which grew 446 MBOED year-over-year.

ConocoPhillips (NYSE:COP) expects third-quarter production between 2.33 MMBOED and 2.37 MMBOED. Wall Street is bullish on the stock ahead of its earnings release. On September 15, Nitin Kumar CFA from Mizuho Securities reiterated a Buy rating on the stock, while reducing the price target from $125 to $120. More recently, on September 25, Stephen Richardson from Evercore ISI also reiterated a Buy rating on the stock with a price target of $115.

ConocoPhillips (NYSE:COP) is an exploration and production company focused on crude oil, natural gas, and natural gas liquids.

While we acknowledge the potential of COP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

The Progressive Corporation (NYSE:PGR) is one of the Best and Cheap Stocks to Buy Right Now. On October 1, David Motemaden from Evercore ISI lowered the firm’s price target on The Progressive Corporation (NYSE:PGR) from $275 to $273, while keeping a Hold rating on the stock.

The analyst noted that they updated the price targets for multiple international Insurance Property & Casualty companies under their coverage. He expects the company to deliver solid Q3 results, despite the stock showing mixed performance recently. He also noted that the insurance sector has been underperforming the greater S&P equal-weight index.

The Progressive Corporation (NYSE:PGR) posted mixed results in Q2 2025. The company topped EPS estimates by $0.47; however, the revenue of $20.08 billion grew 12.15% year-over-year but fell short of expectations by $257.13 million.

The Progressive Corporation (NYSE:PGR) is an insurance holding company with personal and commercial insurance businesses.

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Lyft (LYFT) closed the most recent trading day at $21.99, moving -2.74% from the previous trading session. This change lagged the S&P 500’s 0.01% gain on the day. Meanwhile, the Dow gained 0.51%, and the Nasdaq, a tech-heavy index, lost 0.28%.

Coming into today, shares of the ride-hailing company had gained 34.66% in the past month. In that same time, the Computer and Technology sector gained 10.49%, while the S&P 500 gained 4.83%.

The upcoming earnings release of Lyft will be of great interest to investors. The company is forecasted to report an EPS of $0.3, showcasing a 3.45% upward movement from the corresponding quarter of the prior year. At the same time, our most recent consensus estimate is projecting a revenue of $1.7 billion, reflecting a 11.95% rise from the equivalent quarter last year.

LYFT’s full-year Zacks Consensus Estimates are calling for earnings of $1.18 per share and revenue of $6.53 billion. These results would represent year-over-year changes of +24.21% and +12.85%, respectively.

Investors should also take note of any recent adjustments to analyst estimates for Lyft. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts’ positivity towards the business operations and its ability to generate profits.

Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Lyft presently features a Zacks Rank of #2 (Buy).

In the context of valuation, Lyft is at present trading with a Forward P/E ratio of 19.16. For comparison, its industry has an average Forward P/E of 24.71, which means Lyft is trading at a discount to the group.

Meanwhile, LYFT’s PEG ratio is currently 1.03. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company’s anticipated earnings growth rate. As the market closed yesterday, the Internet – Services industry was having an average PEG ratio of 1.66.

The Internet – Services industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 84, which puts it in the top 35% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow LYFT in the coming trading sessions, be sure to utilize Zacks.com.

Medpace (MEDP) closed the most recent trading day at $536.17, moving -1.42% from the previous trading session. This change lagged the S&P 500’s daily gain of 0.06%. On the other hand, the Dow registered a gain of 0.17%, and the technology-centric Nasdaq increased by 0.39%.

Heading into today, shares of the provider of outsourced clinical development services had gained 13.02% over the past month, outpacing the Medical sector’s gain of 5.06% and the S&P 500’s gain of 3.94%.

Investors will be eagerly watching for the performance of Medpace in its upcoming earnings disclosure. The company’s earnings report is set to be unveiled on October 22, 2025. The company is forecasted to report an EPS of $3.49, showcasing a 15.95% upward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $640.76 million, up 20.14% from the year-ago period.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $13.99 per share and a revenue of $2.46 billion, indicating changes of +10.77% and +16.83%, respectively, from the former year.

Any recent changes to analyst estimates for Medpace should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. At present, Medpace boasts a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that Medpace has a Forward P/E ratio of 38.88 right now. This expresses a premium compared to the average Forward P/E of 17.12 of its industry.

It’s also important to note that MEDP currently trades at a PEG ratio of 3.42. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company’s anticipated earnings growth rate. The Medical Services industry had an average PEG ratio of 1.64 as trading concluded yesterday.

The Medical Services industry is part of the Medical sector. With its current Zacks Industry Rank of 135, this industry ranks in the bottom 46% of all industries, numbering over 250.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don’t forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

In the latest close session, MakeMyTrip (MMYT) was up +2.17% at $94.34. The stock’s change was more than the S&P 500’s daily gain of 0.06%. Meanwhile, the Dow gained 0.17%, and the Nasdaq, a tech-heavy index, added 0.39%.

Prior to today’s trading, shares of the online travel company had lost 7.69% lagged the Computer and Technology sector’s gain of 8.78% and the S&P 500’s gain of 3.94%.

The investment community will be paying close attention to the earnings performance of MakeMyTrip in its upcoming release. The company is expected to report EPS of $0.45, up 25% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $264.28 million, up 25.26% from the year-ago period.

For the full year, the Zacks Consensus Estimates project earnings of $2.16 per share and a revenue of $1.19 billion, demonstrating changes of +38.46% and +21.79%, respectively, from the preceding year.

Investors should also take note of any recent adjustments to analyst estimates for MakeMyTrip. Recent revisions tend to reflect the latest near-term business trends. Consequently, upward revisions in estimates express analysts’ positivity towards the business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. Currently, MakeMyTrip is carrying a Zacks Rank of #3 (Hold).

In terms of valuation, MakeMyTrip is currently trading at a Forward P/E ratio of 42.75. Its industry sports an average Forward P/E of 14.77, so one might conclude that MakeMyTrip is trading at a premium comparatively.

The Internet – Delivery Services industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 169, positioning it in the bottom 32% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

Pfizer Inc. extended its winning streak to a third straight day on Tuesday, jumping 6.83 percent to close at $25.48 apiece as investors cheered its exception from the US government’s imposition of 100 percent tariffs on pharmaceutical imports.

In a statement, Pfizer Inc. (NYSE:PFE) said it reached a landmark agreement with the US government to lower prescription drug costs for American patients.

In response to the four points covered in Trump’s letter on July 31, Pfizer Inc. (NYSE:PFE) said it agreed to implement measures to ensure Americans receive comparable drug prices to those in other developed countries, and that pricing of newly launched medicines are at par with other developed markets.

Pfizer Inc. (NYSE:PFE) will also participate in a direct purchasing platform, TrumpRx.gov, that will allow American patients to purchase medicines from Pfizer at a significant discount.

The large majority of the company’s primary care treatments and some select specialty brands will be offered savings as much as 85 percent and on average 50 percent.

The agreement exempts the company from getting slapped with a 100 percent tariff that will be effective to all pharmaceutical imports beginning tomorrow, October 1.

While we acknowledge the potential of PFE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

Shares of Merck & Co. Inc. (NYSE:MRK) rallied for a third straight day on Tuesday, as investors snapped up shares on twin catalysts, including tariffs on pharmaceutical imports and stellar results from its clinical trial for a treatment candidate for pulmonary arterial hypertension (PAH).

During the session, Merck & Co., Inc. (NYSE:MRK) finished the day up by 6.81 percent to close at $83.93 apiece, with investors loading portfolios in US-based pharmaceutical companies a day ahead of the official imposition of 100 percent tariffs on pharmaceutical imports.

By October 1, drugs entering the US will face a hefty tariff unless they invest in manufacturing facilities in the country.

The announcement sparked optimism for US pharmaceutical firms, including Merck & Co., Inc. (NYSE:MRK), as tariffs would make domestically produced products much cheaper and more appealing to consumers.

Additionally, Merck & Co., Inc. (NYSE:MRK) announced impressive results from the phase 3 trial of Winrevair for patients with PAH.

During the study, Merck & Co., Inc. (NYSE:MRK) said Winrevair reduced the risk of clinical worsening events by 76 percent. The trial enrolled patients who were within their first year of diagnosis.

The safety of Winrevair was also generally consistent.

While we acknowledge the potential of MRK as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.