Halozyme(US:HALO) ZACKS·2025-10-27 15:06Company Overview - Halozyme Therapeutics (HALO) is expected to report a year-over-year increase in earnings, with a projected EPS of $1.62, reflecting a +27.6% change, and revenues of $336.85 million, up 16.1% from the previous year [3][12]. Earnings Expectations - The earnings report is anticipated to be released on November 3, and the stock may rise if the results exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 0.95% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - Halozyme has an Earnings ESP of +2.53%, suggesting a likelihood of beating the consensus EPS estimate [12]. - The company has a Zacks Rank of 3, which indicates a hold position, but the combination with a positive Earnings ESP suggests a potential earnings beat [12][10]. Historical Performance - In the last reported quarter, Halozyme exceeded the expected EPS of $1.23 by delivering $1.54, resulting in a surprise of +25.20% [13]. - Over the past four quarters, Halozyme has consistently beaten consensus EPS estimates [14]. Industry Context - In comparison, Bristol Myers Squibb (BMY) is expected to report a decline in earnings, with an EPS of $1.51, down 16.1% year-over-year, and revenues of $11.83 billion, a slight decrease of 0.5% [19]. - Bristol Myers has a negative Earnings ESP of -1.03%, making it challenging to predict an earnings beat, despite having beaten estimates in the previous four quarters [20].