Core Viewpoint - ArcelorMittal is expected to report quarterly earnings of $0.56 per share, reflecting a 7.7% increase year-over-year, with revenues projected at $15.76 billion, a 7.1% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 13.7% in the last 30 days, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Sales- North America' to be $3.06 billion, a year-over-year increase of 16.6% [5]. - 'Sales- Brazil' is projected at $2.77 billion, reflecting a decrease of 4.2% from the previous year [5]. - 'Sales- Sustainable Solutions' is expected to reach $2.22 billion, down 7.5% from the prior year [5]. Production and Pricing Estimates - 'Sales- Mining' is projected at $859.64 million, indicating a year-over-year increase of 22.1% [6]. - Total crude steel production is forecasted at 14 million metric tons, unchanged from the same quarter last year [6]. - 'Europe - Long shipments' are expected to be 2,096 thousand metric tons, slightly down from 2,133 thousand metric tons year-over-year [7]. - The average steel selling price in North America is anticipated to be $1,018.23, up from $892.00 in the same quarter last year [7]. Regional Production and Pricing - 'Brazil - Crude steel production' is estimated at 3,586 thousand metric tons, up from 3,527 thousand metric tons year-over-year [8]. - The average steel selling price in Brazil is projected to be $735.15, down from $773.00 in the previous year [8]. - 'Europe - Crude steel production' is expected to be 7,773 thousand metric tons, an increase from 7,696 thousand metric tons year-over-year [9]. - The average steel selling price in Europe is estimated at $895.62, up from $852.00 in the same quarter last year [9]. Shipment Estimates - 'North America - Steel shipments' are projected to reach 2,505 thousand metric tons, an increase from 2,391 thousand metric tons year-over-year [10]. - ArcelorMittal shares have increased by 21% in the past month, outperforming the Zacks S&P 500 composite, which rose by 1.8% [10].

Wall Street analysts expect Bloom Energy (BE) to post quarterly earnings of $0.25 per share in its upcoming report, which indicates a year-over-year decline of 41.9%. Revenues are expected to be $649.12 million, up 13.4% from the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Before a company announces its earnings, i ...

Core Viewpoint - Old Dominion Freight Line (ODFL) is expected to report a decline in quarterly earnings and revenues, with analysts predicting earnings of $1.06 per share, a 13.8% decrease year-over-year, and revenues of $1.3 billion, reflecting a 6.5% decrease compared to the same period last year [1]. Earnings Estimates - The consensus EPS estimate has been revised 2.1% lower in the last 30 days, indicating a collective reevaluation by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue and Key Metrics - Analysts forecast 'Total revenue- Other services' to reach $14.55 million, a year-over-year increase of 7.5% [4]. - 'Total revenue- LTL services' is expected to be $1.27 billion, a decrease of 7.1% from the prior-year quarter [5]. - The 'Operating Ratio' is projected at 77.3%, up from 75.9% in the same quarter last year [5]. - 'LTL tonnage per day' is estimated at 32 thousand tons, down from 34 thousand tons year-over-year [5]. Shipment and Revenue Metrics - 'LTL shipments per day' are expected to be 42.56 thousand, down from 45.76 thousand year-over-year [6]. - 'LTL revenue per hundredweight' is projected at $33.49, compared to $32.10 in the previous year [6]. - 'LTL revenue per hundredweight, excluding fuel surcharges' is expected to reach $28.59, up from $27.52 in the same quarter last year [7]. - 'LTL shipments' are estimated at 2,639, down from 2,837 in the same quarter last year [7]. - 'LTL tons' are projected at 1,924 thousand tons, compared to 2,130 thousand tons year-over-year [8]. - 'LTL weight per shipment' is expected to be 1,459.4 pounds, down from 1,501.0 pounds [8]. - 'LTL revenue per shipment' is estimated at $476.84, compared to $481.91 in the previous year [8]. Stock Performance - Old Dominion shares have returned +13.7% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [9]. - With a Zacks Rank 4 (Sell), ODFL is expected to underperform the overall market in the near future [9].

Core Viewpoint - Rockwell Automation (ROK) is expected to report strong quarterly earnings and revenue growth, with analysts predicting earnings of $2.54 per share, a 38.8% increase year-over-year, and revenues of $2.09 billion, reflecting an 11% year-over-year increase [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 2.7% over the past 30 days, indicating a positive reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions and have shown a strong correlation with short-term stock price performance [3]. Key Metrics Forecast - Analysts project 'Sales- Intelligent Devices' to reach $958.27 million, marking an 18.9% increase from the previous year [5]. - 'Sales- Lifecycle Services' is expected to be $521.51 million, indicating a year-over-year decline of 4.5% [5]. - 'Sales- Software & Control' is forecasted to be $592.47 million, reflecting a 12% increase year-over-year [5]. Operating Earnings Estimates - The consensus for 'Operating earnings- Intelligent Devices' is $173.19 million, up from $120.00 million in the same quarter last year [6]. - 'Operating earnings- Lifecycle Services' is estimated at $60.65 million, down from $68.00 million year-over-year [6]. - 'Operating earnings- Software & Control' is expected to reach $171.74 million, compared to $133.00 million in the previous year [7]. Stock Performance - Rockwell Automation shares have returned +6% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1.8% change [7].

Core Viewpoint - Analysts project that ConocoPhillips (COP) will report quarterly earnings of $1.08 per share, reflecting a year-over-year decline of 45.5% and revenues of $14.05 billion, down 4.7% from the same quarter last year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised downward by 12.1%, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- Sales and other operating revenues' to be $13.66 billion, a decrease of 4.1% year-over-year [5]. - 'Revenues- Equity in earnings of affiliates' is projected at $260.35 million, down 40.8% from the prior-year quarter [5]. - 'Revenues- Other Income' is expected to be $112.33 million, reflecting a 17% increase from the previous year [6]. - 'Sales and Other Operating Revenue- Alaska' is estimated at $1.34 billion, down 17.5% year-over-year [6]. - 'Sales and Other Operating Revenue- Europe, Middle East and North Africa' is projected at $1.43 billion, a decrease of 15.9% from the prior year [7]. - 'Sales and Other Operating Revenue- Lower 48' is expected to reach $9.35 billion, indicating a decline of 2.4% year-over-year [7]. Production Estimates - Total production per day is estimated at 2,330.30 thousand barrels of oil equivalent, up from 2,183.00 thousand barrels of oil equivalent in the same quarter last year [8]. - 'Natural gas liquids produced per day - Total company' is projected at 416.02 thousand barrels of oil, compared to 362.00 thousand barrels in the same quarter last year [9]. - 'Crude oil produced per day - Total company' is expected to be 1,123.64 thousand barrels, an increase from 1,070.00 thousand barrels reported in the same quarter last year [10]. Price Estimates - The consensus estimate for 'Average Sales Price - Crude oil - Total company per bbl' is $60.26, down from $71.04 in the same quarter last year [9]. - 'Average Sales Price - Natural gas - Total company' is forecasted to be $4.34, compared to $5.12 in the same quarter last year [10]. Stock Performance - ConocoPhillips shares have increased by 2.6% over the past month, compared to a 1.8% increase in the Zacks S&P 500 composite [11]. - With a Zacks Rank 4 (Sell), COP is expected to underperform the overall market in the near future [11].

In its upcoming report, Shell (SHEL) is predicted by Wall Street analysts to post quarterly earnings of $1.21 per share, reflecting an increase of 0.8% compared to the same period last year. Revenues are forecasted to be $68.09 billion, representing a year-over-year increase of 1.9%.The consensus EPS estimate for the quarter has been revised 0.3% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during th ...

Wall Street analysts forecast that Fox (FOXA) will report quarterly earnings of $0.47 per share in its upcoming release, pointing to a year-over-year decline of 51%. It is anticipated that revenues will amount to $5.06 billion, exhibiting a decrease of 0.4% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company ...

Key Takeaways GLW posted a Q4 earnings and revenue beat, led by strong Optical Communications growth.Corning's Optical Communications is benefiting from AI data center buildouts and a $6B Meta agreement.GLW faces risks from display softness, auto market headwinds, and reliance on hyperscaler AI spending.Corning Incorporated (GLW) reported impressive fourth-quarter 2025 results, with adjusted earnings and revenues exceeding the respective Zacks Consensus Estimate. Top-line expansion year over year was driven ...

Core Insights - The U.S. has reduced reciprocal tariffs on Indian goods from 50% to 18%, leading to a significant market rally in India [1][10] - The trade deal is expected to act as a major growth catalyst for Indian ETFs, alleviating the "tariff overhang" that previously caused foreign investors to withdraw nearly $12 billion from India [2] New Tariff Framework & Key Beneficiaries - The new tariff framework includes a reduction of punitive tariffs on Indian goods, with India committing to invest $500 billion in U.S. sectors by 2030 and phasing out Russian oil imports [4] - High-export industries such as IT Services, Textiles & Apparel, Pharmaceuticals & Chemicals, and Automotive & Engineering are poised to benefit from the tariff reduction [5][6] Impact on Indian Companies - Key beneficiaries listed include Reliance Industries, Infosys, Cipla, and Larsen & Toubro, which are expected to see improved margins and export opportunities due to the tariff cut [7] Market Outlook - The outlook for Indian equities has shifted to "bullish," with projections indicating that India's GDP will grow slightly below 7% annually over the next three years [9] - Analysts expect the Nifty 50 index to reach 30,000 by the end of 2026, representing a potential 15% upside from last November's levels [11] Indian ETFs to Gain - iShares MSCI India ETF (INDA) has net assets of $9.21 billion and has gained 3% following the trade deal announcement [12][13] - WisdomTree India Earnings Fund (EPI) has total assets of $2.61 billion and has also risen 3% post-announcement [14] - iShares India 50 ETF (INDY) with total assets of $621.1 million has rallied 2.8% following the deal [15] - Franklin FTSE India ETF (FLIN) has total assets of $2.82 billion and has increased by 2.6% after the announcement [16]

Key Takeaways IBM beat Q4 EPS and revenue estimates, sending shares up 5.1% following the earnings release.IBM expects annual revenue growth above 5% by 2026-end and projects free cash flow to rise by $1B.Several ETFs hold sizable IBM stakes, including TDIV and DJD, offering basket exposure. Shares of International Business Machines (IBM) jumped 5.1% on the bourses on Jan. 29, following the release of its better-than-expected fourth-quarter 2025 results. The company comfortably surpassed analysts’ estimates ...