Just caught up on BCP's latest earnings and there's definitely some mixed signals here. So BCP came in at $0.56 per share, which beat expectations of $0.52 - solid 7.69% surprise. But here's the thing, revenue came in at $17.46 million, which actually missed the estimate by about 2.4%. That's the kind of earnings report that doesn't tell you a clear story.

Looking at the bigger picture, BCP shares are down around 3% since the start of the year while the S&P 500 is up 0.4%. So it's been underperforming pretty noticeably. The company has beaten EPS estimates 3 out of 4 quarters though, which suggests management knows how to manage expectations on the bottom line at least.

The real question for anyone holding or considering BCP is what comes next. The consensus for next quarter is $0.49 per share on revenues around $17.52 million. Nothing crazy impressive there. I think a lot depends on what management says on the call and whether they can start showing some revenue growth momentum. Right now BCP is sitting at a Zacks Rank 3 (Hold), which basically means expect it to move with the market, not beat it.

Worth keeping on your watchlist, but I'm not seeing a clear catalyst yet that would push this thing higher. The financial services sector overall is in the bottom half of the rankings, which isn't helping either. Might be one of those situations where you wait for better setup before adding.