Quant snapshot: Ciena, Tilly’s among top-rated names as Here Group, Oddity Tech lag

Quant rankings for the upcoming earnings calendar show strength concentrated in information technology and consumer discretionary segments, while weakness is more pronounced across consumer-facing and select technology names. A total of 85 companies are scheduled to report in the coming week.

This week’s top-rated names are led by Ciena (CIEN [https://seekingalpha.com/symbol/CIEN]) and Tilly’s (TLYS [https://seekingalpha.com/symbol/TLYS]), alongside Credo Technology Group (CRDO [https://seekingalpha.com/symbol/CRDO]) and Hewlett Packard Enterprise (HPE [https://seekingalpha.com/symbol/HPE]), pointing to strength across communications equipment, apparel retail, semiconductors, and technology hardware. Consumer discretionary names feature prominently, with Victoria’s Secret (VSCO [https://seekingalpha.com/symbol/VSCO]), Petco Health and Wellness (WOOF [https://seekingalpha.com/symbol/WOOF]), and Citi Trends (CTRN [https://seekingalpha.com/symbol/CTRN]) among the highest-rated companies, reflecting momentum in retail segments. Information technology firms, including Cognyte Software (CGNT [https://seekingalpha.com/symbol/CGNT]) and Descartes Systems (DSGX [https://seekingalpha.com/symbol/DSGX]), also appear on the list, indicating continued strength in application software and logistics technology.

On the downside, consumer discretionary stocks dominate the weakest-ranked group, with Here Group (HERE [https://seekingalpha.com/symbol/HERE]) and Oddity Tech (ODD [https://seekingalpha.com/symbol/ODD]) among the laggards, signaling pressure across leisure products and personal care segments. Information technology names such as GitLab (GTLB [https://seekingalpha.com/symbol/GTLB]), Domo (DOMO [https://seekingalpha.com/symbol/DOMO]), and Sprinklr (CXM [https://seekingalpha.com/symbol/CXM]) also feature, pointing to continued weakness in software. Retail player Ollie’s Bargain Outlet (OLLI [https://seekingalpha.com/symbol/OLLI]) and apparel company lululemon athletica (LULU [https://seekingalpha.com/symbol/LULU]) add to signs of softness in consumer-facing segments, while industrial names including Donaldson Company (DCI [https://seekingalpha.com/symbol/DCI]) and Quanex Building Products (NX [https://seekingalpha.com/symbol/NX]) reflect weaker trends in machinery and building products. Financial firm UP Fintech Holding (TIGR [https://seekingalpha.com/symbol/TIGR]) rounds out the list.

Other high-profile companies set to report earnings this week include CrowdStrike Holdings (CRWD [https://seekingalpha.com/symbol/CRWD]), Palo Alto Networks (PANW [https://seekingalpha.com/symbol/PANW]), and Medtronic (MDT [https://seekingalpha.com/symbol/MDT]), which carry Hold ratings with quant scores of 3.37 [https://seekingalpha.com/symbol/CRWD/ratings/quant-ratings], 3.30 [https://seekingalpha.com/symbol/PANW/ratings/quant-ratings], and 2.86 [https://seekingalpha.com/symbol/MDT/ratings/quant-ratings], respectively.

Seeking Alpha’s Quant Rating system grades stocks based on their relative performance on critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are assigned on a scale from 1 to 5, with any score of 3.5 or above considered a bullish rating and any score of 2.5 or below indicating a bearish assessment.

HERE ARE THE TOP-RATED UPCOMING EARNINGS STOCKS, RANKED BY QUANT:

* Ciena (CIEN [https://seekingalpha.com/symbol/CIEN]), Quant Rating [https://seekingalpha.com/symbol/CIEN/ratings/quant-ratings]: 4.98.
* Tilly’s (TLYS [https://seekingalpha.com/symbol/TLYS]), Quant Rating [https://seekingalpha.com/symbol/TLYS/ratings/quant-ratings]: 4.97.
* Credo Technology Group (CRDO [https://seekingalpha.com/symbol/CRDO]), Quant Rating [https://seekingalpha.com/symbol/CRDO/ratings/quant-ratings]: 4.95.
* Hewlett Packard Enterprise (HPE [https://seekingalpha.com/symbol/HPE]), Quant Rating [https://seekingalpha.com/symbol/HPE/ratings/quant-ratings]: 4.90.
* Victoria’s Secret (VSCO [https://seekingalpha.com/symbol/VSCO]), Quant Rating [https://seekingalpha.com/symbol/VSCO/ratings/quant-ratings]: 4.71.
* Cognyte Software (CGNT [https://seekingalpha.com/symbol/CGNT]), Quant Rating [https://seekingalpha.com/symbol/CGNT/ratings/quant-ratings]: 4.67.
* Petco Health and Wellness (WOOF [https://seekingalpha.com/symbol/WOOF]), Quant Rating [https://seekingalpha.com/symbol/WOOF/ratings/quant-ratings]: 4.52.
* Citi Trends (CTRN [https://seekingalpha.com/symbol/CTRN]), Quant Rating [https://seekingalpha.com/symbol/CTRN/ratings/quant-ratings]: 4.23.
* Descartes Systems (DSGX [https://seekingalpha.com/symbol/DSGX]), Quant Rating [https://seekingalpha.com/symbol/DSGX/ratings/quant-ratings]: 4.06.
* Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]), Quant Rating [https://seekingalpha.com/symbol/AVGO/ratings/quant-ratings]: 3.48.

HERE ARE THE BOTTOM-RATED UPCOMING EARNINGS STOCKS, RANKED BY QUANT:

* Here Group (HERE [https://seekingalpha.com/symbol/HERE]), Quant Rating [https://seekingalpha.com/symbol/HERE/ratings/quant-ratings]: 1.05.
* Oddity Tech (ODD [https://seekingalpha.com/symbol/ODD]), Quant Rating [https://seekingalpha.com/symbol/ODD/ratings/quant-ratings]: 1.09.
* GitLab (GTLB [https://seekingalpha.com/symbol/GTLB]), Quant Rating [https://seekingalpha.com/symbol/GTLB/ratings/quant-ratings]: 1.37.
* Ollie’s Bargain Outlet (OLLI [https://seekingalpha.com/symbol/OLLI]), Quant Rating [https://seekingalpha.com/symbol/OLLI/ratings/quant-ratings]: 1.44.
* lululemon athletica (LULU [https://seekingalpha.com/symbol/LULU]), Quant Rating [https://seekingalpha.com/symbol/LULU/ratings/quant-ratings]: 1.59.
* Donaldson Company (DCI [https://seekingalpha.com/symbol/DCI]), Quant Rating [https://seekingalpha.com/symbol/DCI/ratings/quant-ratings]: 1.70.
* Domo (DOMO [https://seekingalpha.com/symbol/DOMO]), Quant Rating [https://seekingalpha.com/symbol/DOMO/ratings/quant-ratings]: 1.91.
* Quanex Building Products (NX [https://seekingalpha.com/symbol/NX]), Quant Rating [https://seekingalpha.com/symbol/NX/ratings/quant-ratings]: 1.98.
* Sprinklr (CXM [https://seekingalpha.com/symbol/CXM]), Quant Rating [https://seekingalpha.com/symbol/CXM/ratings/quant-ratings]: 2.19.
* UP Fintech Holding (TIGR [https://seekingalpha.com/symbol/TIGR]), Quant Rating [https://seekingalpha.com/symbol/TIGR/ratings/quant-ratings]: 2.42.

MORE ON CROWDSTRIKE, PALO ALTO NETWORKS, ETC.

* Credo Remains A Buy Ahead Of Earnings (Earnings Preview) [https://seekingalpha.com/article/4909620-credo-remains-a-buy-ahead-of-earnings-earnings-preview]
* Broadcom Q2: Why The FY 2027 $100B Target May Already Be Obsolete [https://seekingalpha.com/article/4909452-broadcom-stock-q2-fy27-100b-target-may-already-be-obsolete]
* Medtronic's Fair Value Falls Between Caution And Optimism [https://seekingalpha.com/article/4909542-medtronic-stock-almost-a-buy-now]
* Credo completes acquisition of DustPhotonics [https://seekingalpha.com/news/4597913-credo-completes-acquisition-of-dustphotonics]
* Baron Small Cap Fund adds OFRM, VSEC; exits CWAN and ODD among Q1 moves [https://seekingalpha.com/news/4597905-baron-small-cap-fund-adds-ofrm-vsec-exits-cwan-and-odd-among-q1-moves]