The J.M. Smucker Company (NYSE:SJM) Anticipates Quarterly Earnings ReleaseThe J.M. Smucker Company (NYSE:SJM), a prominent American manufacturer of food products, including coffee, pet foods, and snacks, is gearing up to unveil its quarterly earnings on November 25, 2025. Wall Street sets its sights on an earnings per share (EPS) of $2.11 and revenue forecasts of roughly $2.32 billion.The forthcoming earnings disclosure is poised to reveal a dip in EPS to $2.14, marking a 22.5% decrease from the correspondi ...

Core Insights - Walmart Inc. reported third-quarter adjusted earnings per share of 62 cents, exceeding the analyst expectation of 60 cents, with quarterly sales reaching $179.50 billion, a 5.8% increase year over year, surpassing the consensus estimate of $177.429 billion [1] - The company raised its 2026 adjusted EPS outlook to a range of $2.58–$2.63, up from $2.52–$2.62, and increased its fiscal 2026 constant-currency revenue growth outlook to 4.8%–5.1% from 3.75%–4.75% [2] - Walmart plans to move its stock listing from the New York Stock Exchange to the Nasdaq Global Select Market on December 9, 2025, while retaining the ticker "WMT" [2] Analyst Ratings and Price Targets - BTIG analyst Robert Drbul maintained a Buy rating and raised the price target from $120 to $125 [5] - BMO Capital analyst Kelly Bania maintained an Outperform rating and increased the price target from $110 to $125 [5] - Telsey Advisory Group analyst Joseph Feldman maintained an Outperform rating and raised the price target from $118 to $130 [5] - Keybanc analyst Bradley B. Thomas maintained an Overweight rating and increased the price target from $110 to $120 [5] - Morgan Stanley analyst Simeon Gutman maintained an Overweight rating and raised the price target from $115 to $125 [5] - Baird analyst Peter Benedict maintained an Outperform rating and increased the price target from $110 to $121 [5] - Guggenheim analyst John Heinbockel maintained a Buy rating and raised the price target from $115 to $120 [5] - Evercore ISI Group analyst Greg Melich maintained an Outperform rating and boosted the price target from $111 to $115 [5] - Wells Fargo analyst Edward Kelly maintained an Overweight rating and raised the price target from $110 to $120 [5] - Piper Sandler analyst Peter Keith reiterated an Overweight rating and increased the price target from $111 to $123 [5] - Bernstein analyst Zhihan Ma maintained an Outperform rating and raised the price target from $118 to $122 [5] - DA Davidson analyst Michael Baker maintained a Buy rating and increased the price target from $117 to $130 [5]

Core Insights - Zoom Communications Inc. is set to release its third-quarter earnings results, with analysts expecting earnings of $1.44 per share, an increase from $1.38 per share in the same period last year [1] - The consensus estimate for Zoom's quarterly revenue is $1.21 billion, compared to $1.18 billion a year earlier [1] Recent Developments - On October 13, Zoom announced a strategic go-to-market partnership with Oracle aimed at enhancing customer engagement for enterprises [2] - Following the announcement, Zoom shares experienced a decline of 2.8%, closing at $78.42 [2] Analyst Ratings - Citigroup analyst Tyler Radke maintained a Neutral rating and raised the price target from $85 to $94 [4] - Rosenblatt analyst Catharine Trebnick maintained a Buy rating and increased the price target from $110 to $115 [4] - Wells Fargo analyst Ryan Macwilliams initiated coverage with an Equal-Weight rating and a price target of $90 [4] - Cantor Fitzgerald analyst Thomas Blakey reiterated a Neutral rating with a price target of $87 [4] - JMP Securities analyst Patrick Walravens reiterated a Market Perform rating [4]

Core Viewpoint - Williams-Sonoma, Inc. is expected to report a decline in quarterly earnings for the third quarter, with analysts projecting earnings of $1.87 per share, down from $1.96 per share in the same period last year [1] Financial Performance - The company reported second-quarter revenue of $1.84 billion, reflecting a 2.7% increase from the previous year and surpassing Wall Street's estimate of $1.83 billion [2] - For the upcoming third quarter, the consensus estimate for revenue is $1.87 billion, compared to $1.8 billion a year earlier [1] Stock Performance - Williams-Sonoma shares experienced a slight decline of 0.3%, closing at $180.75 [2] Analyst Ratings and Price Targets - Wells Fargo analyst Zachary Fadem maintained an Equal-Weight rating and increased the price target from $190 to $205 [5] - Evercore ISI Group analyst Oliver Wintermantel maintained an In-Line rating and reduced the price target from $210 to $200 [5] - JP Morgan analyst Christopher Horvers maintained a Neutral rating and raised the price target from $168 to $215 [5] - Goldman Sachs analyst Kate McShane maintained a Neutral rating and increased the price target from $179 to $203 [5] - Morgan Stanley analyst Simeon Gutman maintained an Equal-Weight rating and raised the price target from $185 to $200 [5]

Core Insights - Wendy's Company reported better-than-expected third-quarter earnings with adjusted earnings per share of 24 cents, surpassing the analyst consensus estimate of 20 cents [1] - Quarterly sales reached $549.516 million, a 3% decline year over year, but exceeded the expected $534.457 million [1] - Comparable sales at company-operated restaurants outperformed the system by 4% during the third quarter [2] Financial Outlook - The company reaffirmed its 2025 adjusted EPS outlook at a range of 82 cents to 89 cents, compared to the analyst consensus estimate of 86 cents [2] - Following the earnings announcement, analysts adjusted their price targets for Wendy's stock [3] Analyst Ratings and Price Targets - TD Cowen analyst Andrew M. Charles maintained a Hold rating and lowered the price target from $11 to $9 [5] - Evercore ISI Group analyst David Palmer maintained an In-Line rating and reduced the price target from $12 to $11 [5] - RBC Capital analyst Logan Reich maintained a Sector Perform rating and cut the price target from $10 to $9 [5]

Core Insights - Shopify Inc. reported a fiscal third-quarter revenue growth of 32% year-over-year, reaching $2.84 billion, surpassing analyst expectations of $2.76 billion [1] - The company announced an adjusted EPS of 34 cents, aligning with analyst consensus [1] Revenue Projections - For the fourth quarter, Shopify anticipates revenue growth in the mid-to-high twenties percentage range year-over-year, estimating between $3.51 billion and $3.59 billion, compared to the analyst consensus of $3.48 billion [2] - The company expects a free cash flow margin slightly above that of the third quarter of 2025 and gross profit dollars to grow in the low to mid-20s percentage year-over-year [2] Analyst Ratings and Price Targets - Following the earnings announcement, BMO Capital analyst Thanos Moschopoulos maintained an Outperform rating on Shopify and raised the price target from $180 to $190 [5] - Morgan Stanley analyst Keith Weiss also maintained an Overweight rating, increasing the price target from $165 to $192 [5]

Core Insights - Caterpillar Inc reported better-than-expected third-quarter financial results, with sales and revenues climbing 10% year over year to $17.64 billion, surpassing analyst estimates of $16.77 billion [1] - Adjusted earnings per share were $4.95, exceeding the estimate of $4.52, although slightly below the $5.17 from the prior-year quarter [1] - The company anticipates modestly higher full-year sales and revenues for 2025 compared to 2024, with services revenues expected to remain approximately flat year-over-year [2] Financial Performance - Sales and revenues increased to $17.64 billion from $16.1 billion in the same quarter last year, marking a 10% year-over-year growth [1] - Adjusted earnings per share were reported at $4.95, compared to $4.52 estimates and $5.17 in the same quarter last year [1] - GAAP profit per share was $4.88, down from $5.06 a year ago [1] Market Reaction - Following the earnings announcement, Caterpillar shares fell 0.1% to trade at $585.02 [2] Analyst Ratings and Price Targets - B of A Securities analyst Michael Feniger maintained a Buy rating and raised the price target from $594 to $650 [6] - Truist Securities analyst Jamie Cook reiterated a Buy rating and increased the price target from $582 to $729 [6] - Barclays analyst Adam Seiden maintained an Equal-Weight rating and raised the price target from $485 to $555 [6] - Bernstein analyst Chad Dillard maintained a Market Perform rating and boosted the price target from $502 to $557 [6]

Core Viewpoint - FMC Corporation's stock plummeted 44% following a Q3 earnings report that showed a significant sales miss despite a slight earnings beat [1][8]. Financial Performance - Analysts had anticipated earnings of $0.86 per share and sales exceeding $1 billion, but FMC reported only $542 million in revenue, which is approximately half of the expected sales [1][3]. - Non-GAAP (adjusted) earnings were reported at $0.89 per share, but the GAAP results showed a substantial loss of $4.52 per share for the quarter [4][8]. Revenue Decline - Revenue fell 49% year-over-year, primarily due to significant one-time commercial actions in India related to the preparation for the sale of its India business. Without these actions, revenue would have been $961 million, reflecting only a 10% decline year-over-year [3][4]. Future Outlook - FMC has revised its 2025 revenue forecast to a range of $3.9 billion to $4 billion, representing a 7% decrease at the midpoint. The non-GAAP earnings range was also lowered to between $2.92 and $3.14, with an anticipated negative free cash flow of up to $200 million [6][8]. - The report is characterized as a "kitchen sink" approach, consolidating all negative news to potentially present a better outlook in future years, although 2025 is expected to be challenging [5][6].

Core Insights - Cadence Design Systems, Inc. reported better-than-expected third-quarter earnings with earnings per share of $1.93, surpassing the Street estimate of $1.79 [1] - Quarterly revenue reached $1.38 billion, exceeding the analyst consensus estimate of $1.32 billion and showing an increase from $1.21 billion in the same period last year [1] Financial Outlook - The CEO announced a revised full-year revenue outlook projecting approximately 14% year-over-year growth, supported by a record backlog and strong business performance [2] - The company adjusted its fiscal 2025 GAAP EPS guidance to a range of $3.80 to $3.86 per share, lower than the previous analyst estimate of $4.30, while raising its revenue outlook to between $5.26 billion and $5.29 billion, compared to the $5.24 billion estimate [2] Stock Performance - Following the earnings announcement, Cadence Design shares fell by 4.5% to $335.46 [3] - Analysts have adjusted their price targets for Cadence Design after the earnings report [3] Analyst Ratings - Rosenblatt analyst maintained a Neutral rating and raised the price target from $320 to $335 [5] - JP Morgan analyst kept an Overweight rating and increased the price target from $390 to $405 [5] - Baird analyst maintained an Outperform rating and raised the price target from $390 to $418 [5]

Core Viewpoint - Nordson Corporation (NDSN) is expected to report strong earnings growth, with analysts projecting a profit increase for fiscal Q4 2025 and beyond, despite recent stock performance lagging behind market indices [1][2][3]. Financial Performance - NDSN is valued at a market cap of $13.4 billion and is set to announce its fiscal Q4 earnings for 2025 soon [1]. - Analysts anticipate a profit of $2.93 per share for fiscal Q4 2025, representing a 5.4% increase from $2.78 per share in the same quarter last year [2]. - For fiscal 2025, the expected profit is $10.14 per share, up 4.2% from $9.73 per share in fiscal 2024, with further growth projected to $11.05 per share in fiscal 2026 [2]. Recent Stock Performance - Over the past 52 weeks, NDSN's stock has declined by 3.9%, underperforming the S&P 500 Index, which returned 18.4%, and the Industrial Select Sector SPDR Fund, which increased by 15% [3]. - Following the release of better-than-expected Q3 results, NDSN's shares surged by 3% in the subsequent trading session [4]. Q3 Results - In Q3, NDSN reported a revenue increase of 12.1% year-over-year to $741.5 million, exceeding consensus estimates by 2.8% [4]. - The adjusted EPS for Q3 was $2.73, reflecting a 13.3% increase from the previous year and surpassing analyst expectations by 3.8% [4]. Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for NDSN, with five out of eleven analysts recommending "Strong Buy" and six suggesting "Hold" [5]. - The mean price target for NDSN is $257.56, indicating an 8.1% potential upside from current levels [5].