Earnings Calendar Overview - Retail investors are preparing for earnings reports this week, with notable companies scheduled to release their results [1] - The earnings calendar includes major names such as Toll Brothers, GameStop, Oracle, and Broadcom [1][4][5][9] Company-Specific Insights - **Toll Brothers, Inc. (NYSE:TOL)**: Expected to report Q4 earnings of approximately $4.89 per share on $3.3 billion in revenue, with a focus on luxury demand offsetting housing affordability challenges [2][3] - **GameStop Corp. (NYSE:GME)**: Anticipated to report third-quarter earnings of 20 cents per share and revenue of $987.28 million [4] - **Oracle Corp. (NYSE:ORCL)**: Analysts project earnings of $1.64 per share and revenue of $16.22 billion, with attention on capital expenditures for AI and cloud revenue growth [5][8] - **Broadcom Inc. (NASDAQ:AVGO)**: Expected to report earnings of $1.86 per share on revenue of $17.49 billion [9] Additional Companies Reporting - Other companies reporting include Chewy, Inc. (NYSE:CHWY), Uranium Energy Corp. (AMEX:UEC), Hello Group Inc. (NASDAQ:MOMO), Ciena Corp. (NYSE:CIEN), The Lovesac Co. (NASDAQ:LOVE), and Rent the Runway, Inc. (NASDAQ:RENT) [4][8][10]

Core Insights - Toll is distinguished among builders due to its low cancellation rate, with a median home price of approximately $1 million [1] Company Summary - Toll's median home price stands at about $1 million, positioning it as an outlier in the homebuilding industry [1] - The company benefits from a low cancellation rate, which is a positive indicator of its market performance [1]

Market Overview - U.S. stock futures showed mixed fluctuations following Friday's market advance, with major benchmark indices experiencing varied changes [1] - The 10-year Treasury bond yielded 4.16%, while the two-year bond was at 3.58%, indicating investor sentiment towards interest rates [2] Stocks in Focus - Carvana Co. (NYSE:CVNA) saw an 8.81% increase after its inclusion in the S&P 500 index, reflecting a strong price trend despite a poor value ranking [6] - Confluent Inc. (NASDAQ:CFLT) surged by 31.59% amid reports of IBM nearing a $11 billion acquisition of the data software company, maintaining a stronger price trend in the short and medium terms [6] - Phreesia Inc. (NYSE:PHR) rose by 1.95% ahead of its earnings report, with analysts expecting earnings of 2 cents per share on revenue of $120.05 million [5] - Toll Brothers Inc. (NYSE:TOL) increased by 0.55%, with expectations of quarterly earnings at $4.89 per share on revenue of $3.30 billion [5] Economic Insights - Analysts highlight a contrast in the U.S. economy, noting robust consumer behavior against a deteriorating labor market, which could impact future market performance [11] - Mohamed El-Erian emphasizes the Federal Reserve's interest rate decisions as a key market driver, with a 25 basis point cut in December appearing likely [12] Upcoming Economic Data - Investors are focused on upcoming economic data releases, including the NFIB optimism index and the FOMC's interest rate decision, which could influence market dynamics [15]

Toll Brothers, Inc. (NYSE:TOL) will release earnings results for the fourth quarter after the closing bell on Monday, Dec. 8.Analysts expect the company to report quarterly earnings at $4.88 per share, up from $4.63 per share in the year-ago period. The consensus estimate for Toll Brothers’ quarterly revenue is $3.32 billion, compared to $3.33 billion a year earlier, according to data from Benzinga Pro.On Aug. 19, Toll Brothers reported third-quarter revenue of $2.95 billion, beating the consensus estimate ...

Core Insights - Toll Brothers, Inc. is set to release its fourth-quarter earnings results on December 8, with expected earnings of $4.88 per share, an increase from $4.63 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $3.32 billion, slightly down from $3.33 billion a year earlier [1] Recent Performance - In the third quarter, Toll Brothers reported revenue of $2.95 billion, surpassing the consensus estimate of $2.85 billion [2] - The company also reported third-quarter earnings of $3.73 per share, exceeding analyst estimates of $3.59 per share [2] - Following the earnings report, shares of Toll Brothers fell by 1.5%, closing at $138.94 [2] Analyst Ratings - JP Morgan upgraded Toll Brothers from Neutral to Overweight with a price target of $161 [5] - B of A Securities maintained a Buy rating but reduced the price target from $155 to $150 [5] - Evercore ISI downgraded the stock from Outperform to In-Line, lowering the price target from $169 to $160 [5] - Citigroup maintained a Neutral rating and raised the price target from $138 to $147 [5] - Wedbush kept an Outperform rating with a price target of $165 [5]

分组1 - U.S. stock futures are trading higher, indicating a positive market sentiment for the day [1] - Toll Brothers Inc. is expected to report quarterly earnings of $4.89 per share on revenue of $3.30 billion, with shares rising 0.1% to $139.00 in after-hours trading [2] - Phreesia Inc. is projected to post quarterly earnings of 2 cents per share on revenue of $120.05 million, with shares increasing 0.5% to $20.39 in after-hours trading [2] - Meihua International Medical Technologies Co., Ltd. announced its delisting from Nasdaq, resulting in a 16.5% drop in shares to $11.71 during after-hours trading [2] - Ooma Inc. is anticipated to report quarterly earnings of 22 cents per share on revenue of $67.59 million, with shares gaining 1.2% to $11.88 in after-hours trading [2] - Compass Minerals International Inc. is expected to report a quarterly loss of 23 cents per share on revenue of $223.50 million, with shares closing up 0.8% at $20.28 [2]

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Core Insights - Toll Brothers, Inc. (TOL) is set to report its fourth-quarter fiscal 2025 results on December 8, after market close. The company has shown a mixed performance in the past quarters, with adjusted earnings and total revenues exceeding estimates in three of the last four quarters, averaging a 5.5% beat [1]. Earnings & Revenue Expectations - The Zacks Consensus Estimate for TOL's fiscal fourth-quarter earnings per share (EPS) has decreased to $4.87, reflecting a 5.2% year-over-year growth. Total revenues are expected to be $3.32 billion, indicating a slight decline of 0.3% from $3.33 billion year-over-year [2]. Factors Influencing Q4 Performance - TOL's revenue performance is anticipated to decline year-over-year due to uncertainties in the U.S. housing market, with consumer confidence remaining low amid high mortgage rates and inflation. Demand has softened particularly in the South, Mountain, and Pacific regions [3]. Home Deliveries and Pricing - For the fiscal fourth quarter, TOL expects home deliveries to be approximately 3,350 units, a decline of 2.4% year-over-year. However, the luxury positioning and higher-income customer base may mitigate some market challenges. The average selling price (ASP) of delivered homes is projected to be between $970,000 and $980,000, up from $950,200 in the previous year, indicating a year-over-year increase of 2.5% [4][5]. Earnings & Margins - TOL's bottom line is expected to improve due to disciplined pricing and sales management, alongside cost control efforts. However, a shift towards lower-margin products in certain regions, particularly the Pacific, is likely to negatively impact the home sales gross margin, which is expected to be 27%, reflecting a 90-basis point contraction year-over-year [6][7]. Backlog - The total backlog for TOL is expected to be 4,935 units, down 17.7% year-over-year, with potential revenues declining by 9% to $5.89 billion [9]. Earnings Prediction Model - The current model does not predict an earnings beat for TOL, as it has an Earnings ESP of -2.84% and a Zacks Rank of 4 (Sell), indicating a lower likelihood of exceeding earnings expectations [10][11].

Core Viewpoint - Toll Brothers, Inc. is expected to report an increase in quarterly earnings and a slight decrease in revenue compared to the previous year [1] Group 1: Earnings and Revenue Expectations - Analysts predict Toll Brothers will report earnings of $4.88 per share for the fourth quarter, up from $4.63 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $3.32 billion, slightly down from $3.33 billion a year earlier [1] Group 2: Analyst Upgrade and Price Target - JP Morgan analyst Michael Rehaut upgraded Toll Brothers from Neutral to Overweight, setting a price target of $161 [2] Group 3: Dividend Yield and Investment Calculations - Toll Brothers currently offers an annual dividend yield of 0.71%, translating to a quarterly dividend of 25 cents per share, or $1.00 annually [2] - To earn $500 monthly from dividends, an investment of approximately $846,360 or around 6,000 shares is required, while $100 monthly would need about $169,272 or 1,200 shares [2] Group 4: Dividend Yield Mechanics - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [3] - Changes in dividend payments also affect the yield; an increase in dividends raises the yield if the stock price remains constant [4] Group 5: Stock Price Movement - Shares of Toll Brothers fell by 1.2%, closing at $141.06 on Thursday [4]

Core Insights - Toll Brothers, Inc. is launching a new luxury townhome community named Rivercrest in Reno, Nevada, with sales expected to begin in early 2026 [1][4]. Group 1: Community Features - Rivercrest will offer three townhome designs ranging from 1,724 to 1,899 square feet, featuring versatile second-floor lofts, spacious great rooms, and primary bedroom suites with walk-in closets [2]. - Each home will include full-length driveways and two-car attached garages, enhancing convenience for homeowners [2]. Group 2: Location and Lifestyle - The community is situated in the historic Old Southwest neighborhood, close to the Truckee River and Riverwalk District, providing residents with urban convenience and natural beauty [4][6]. - Residents will have access to recreational and entertainment options, unique shops, eateries, and a vibrant local arts scene within walking distance [6]. Group 3: Company Background - Toll Brothers, Inc. is recognized as the nation's leading builder of luxury homes and has been in operation for 58 years, becoming a public company in 1986 [9][10]. - The company operates in over 60 markets across 24 states and offers a range of housing options for various buyer demographics [10].