Key Takeaways Ross Stores expects Q4 FY25 revenues of $6.37B, marking a 7.8% increase from last year.ROST's earnings are projected at $1.87 per share, up 4.5% YoY, with consistent upside in past quarters.The off-price model, micro-merchandising and store expansion likely boosted traffic, sales and profitability.Ross Stores, Inc. (ROST) is likely to post year-over-year top and bottom line growth when it reports fourth-quarter fiscal 2025 earnings on March 3, after market close. The Zacks Consensus Estimate f ...

Core Viewpoint - Norwegian Cruise Line Holdings Ltd. (NCLH) is set to report its fourth-quarter 2025 results on March 2, with an earnings surprise of 3.5% in the last quarter [1] Earnings Estimates - The Zacks Consensus Estimate for fourth-quarter adjusted earnings is 28 cents per share, reflecting a year-over-year increase of 7.7% [2] - Revenue estimates are pegged at $2.35 billion, indicating an 11.5% year-over-year rise [2] Earnings Prediction Model - The current model does not predict a definitive earnings beat for NCLH, with an Earnings ESP of -4.06% and a Zacks Rank of 3 (Hold) [3][4] Factors Influencing Q4 Results - The fourth-quarter performance is expected to benefit from an increase in short sailings, with Caribbean itineraries projected to account for over half of total capacity, leading to improved load factors near 102% [5] - Core pricing remains resilient, particularly for first and second guests, allowing for net yield growth of approximately 3.5-4% despite lower blended pricing due to additional passengers [6] - Stronger onboard and pre-cruise spending, driven by enhanced digital capabilities and targeted marketing, is expected to boost ancillary revenue per passenger [7] Revenue and Profitability Projections - Passenger ticket revenues are predicted to rise by 18.1% to $1,663.8 million year-over-year, with the number of passengers carried increasing by 13.1% [8] - Profitability is likely to improve due to disciplined cost control, with adjusted net cruise costs excluding fuel remaining flat year-over-year, supporting a 19.4% growth in adjusted EBITA to $558.8 million [9][10] Stock Performance and Valuation - NCLH shares have increased by 30.6% over the past three months, outperforming the Zacks Leisure and Recreation Services industry and the S&P 500 [11] - The company is trading at a forward 12-month price-to-earnings ratio of 9.18X, which is below the industry average [14]

AbCellera Biologics Inc. (NASDAQ:ABCL) shares are trending on Wednesday.Earnings Beat Drives After-Hours RallyShares of the Vancouver-based biotechnology company rose 9.32% in after-hours trading on Tuesday to $3.52 after the company reported its fourth-quarter 2025 earnings.AbCellera Biologics posted earnings per share of negative $0.03, compared with an estimate of negative $0.18, representing an 83.33% earnings outperformance.Its revenue also increased by $39.80 million from a year earlier.The fourth-qua ...

Key Takeaways PZZA, SG and SHAK to report Q4 amid soft consumer sentiment and traffic pressures.Digital ordering, loyalty programs and menu innovation likely supported Q4 sales trends.Sector earnings are seen up 2.9% year over year, slower than the 16.6% rise in Q3.The restaurant industry enters the fourth-quarter 2025 earnings season amid an increasingly value-conscious consumer environment. As the year progressed, operators placed greater emphasis on affordability, bundled offerings and targeted promotion ...

Core Insights - Keysight Technologies reported quarterly earnings of $2.17 per share, exceeding the Street estimate of $2 [1] - Quarterly revenue reached $1.6 billion, surpassing the analyst consensus estimate of $1.54 billion [1] Segment Performance - Communications Solutions Group (CSG) generated revenue of $1.12 billion in the first quarter, reflecting a 27% increase from the prior year [2] - Electronic Industrial Solutions Group (EISG) reported revenue of $476 million in the first quarter, up 15% from the prior year [2] Management Commentary and Outlook - CEO Satish Dhanasekaran highlighted strong fiscal year start with results exceeding expectations, attributing success to investments made over the last three years [3] - For the second quarter, Keysight anticipates adjusted EPS between $2.27 and $2.33, compared to the $1.91 analyst estimate, and revenue projected between $1.69 billion and $1.71 billion, exceeding the $1.51 billion estimate [3] Stock Performance - Keysight stock increased by 15.10% to $282 in extended trading [4]

Core Viewpoint - Evercore ISI maintains an Outperform rating and a $70 price target for The Trade Desk, anticipating a modest earnings beat in Q4 and constructive guidance for the future [1]. Group 1: Earnings Expectations - The Trade Desk is expected to deliver a modest earnings beat in Q4, with guidance likely to be in line, indicating a favorable outlook for Q1 [1]. - The firm estimates that gross spend excluding political ads decelerated by 2 percentage points in Q4 2024, following 8-point decelerations in both Q3 and Q2 2024 [3]. Group 2: Market Position and Competitive Landscape - Shares of The Trade Desk have declined approximately 33% year to date, leading to muted market expectations, prompting Evercore to reiterate its Tactical Outperform positioning [2]. - Despite some softness in the consumer packaged goods (CPG) category and increased competition from Amazon DSP, The Trade Desk has enhanced its value propositions, such as Audience Unlimited, to drive higher platform engagement and spending [2]. Group 3: Profitability Outlook - Evercore expects Street EBITDA estimates to be achievable and aligned with management guidance, implying roughly 9% quarter-over-quarter expense growth, which is above recent seasonal norms [3].

Key Takeaways Photronics expects Q1 revenues of $217-$225M and EPS of 51-59 cents per share.PLAB saw record high-end IC revenues, driven by U.S. and Asia demand in advanced nodes.Mainstream IC softness, geopolitical uncertainty and short backlog may weigh on results.Photronics (PLAB) is set to report its first-quarter fiscal 2026 results on Feb. 25.For the to-be-reported quarter, PLAB expects revenues between $217 million and $225 million. Non-GAAP earnings are expected to be between 51 cents and 59 cents p ...

Core Insights - The J. M. Smucker Company (SJM) is expected to report a revenue increase of approximately 6% year-over-year, with the Zacks Consensus Estimate for revenues at $2.3 billion for the third quarter of fiscal 2026 [1] - Earnings per share (EPS) consensus has risen slightly to $2.26, indicating a decline of 13.4% compared to the previous year [2] Revenue Growth Factors - Revenue growth is anticipated to be driven by contributions from the Hostess Brands acquisition, strong brand performance in Sweet Baked Snacks and Pet Foods, and pricing actions to counteract input cost pressures [3][4] - Management expects net sales growth in the mid-single digits, with comparable sales projected to rise in the high-single digits [6] Earnings Pressure - Earnings are expected to face challenges due to elevated commodity costs, particularly green coffee, which are impacting margins [5] - Adjusted earnings per share are projected to decline in the mid-teen percentage range, primarily due to lower adjusted gross profit in U.S. Retail Coffee and increased selling, distribution, and administrative expenses [6] Earnings Prediction - The model predicts a potential earnings beat for SJM, supported by a positive Earnings ESP of +1.30% and a Zacks Rank of 3 (Hold) [7]

Key Takeaways Papa John's Q4 EPS is projected at 33 cents, down 47.6% from last year.PZZA revenues are expected to slip 3% to $514.9M on weak North America sales.Papa John's faces pressure from lower transactions and higher marketing spend.Papa John's International, Inc. (PZZA) is scheduled to report fourth-quarter 2025 results on Feb. 26, before the opening bell. In the last reported quarter, its earnings missed the Zacks Consensus Estimate by 20%.PZZA’s earnings topped the consensus mark in three of the t ...

Core Insights - CF Industries Holdings, Inc. reported quarterly earnings that exceeded expectations, with an EPS of $2.59, surpassing analysts' estimates of $2.53 by $0.06 [3][6] - The company achieved revenue of $1.87 billion, which is a 22.8% increase compared to the same quarter last year and above the expected $1.78 billion [3][6] - CIBC has set a new price target of $100 for CF Industries, indicating a potential upside of 3.87% from its current trading price of $96.27 [1][6] Stock Performance - Following the earnings announcement, CF's stock surged by 7.2%, reaching a high of $105.27 during mid-day trading [2][6] - The trading volume was 1.57 million shares, which represents a 31% decline from the average daily volume of 2.26 million shares [2] - The current stock price is $96.48, reflecting a decrease of 2.99% or $2.98 from previous trading [4] Financial Metrics - The company's return on equity is reported at 19.95%, with a net margin of 20.54%, indicating efficient management and profitability [4] - Over the past year, CF Industries' stock has fluctuated between a high of $104.45 and a low of $67.34, suggesting a promising outlook based on strong financial results [5]