Key Points
- In the mid-cap space, corporate earnings have been extraordinarily balanced between positive and negative surprises.
- Ciena Corp. has delivered two huge earnings beats the last two times out.
- The $1.10 consensus EPS target for Thor Industries implies that earnings will more than double from the previous quarter.
- Given the recent tailwinds and Q1 beat, Wall Street's forecasts for KB Home's Q2 earnings seem overly pessimistic.
- 5 stocks we like better than Ciena
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