Core Insights - Synopsys (SNPS) is expected to report quarterly earnings of $2.79 per share, reflecting a decline of 17.9% year-over-year, while revenues are forecasted to reach $2.25 billion, indicating a significant increase of 37.6% compared to the previous year [1] Earnings Projections - Analysts have revised the consensus EPS estimate for the quarter 5.5% higher over the last 30 days, indicating a collective reevaluation of initial estimates by analysts [1][2] - The importance of earnings projection revisions is highlighted as they serve as a critical gauge for predicting investor behavior regarding the stock [2] Revenue Estimates - Revenue from Maintenance and Service is projected to reach $412.49 million, showing a year-over-year increase of 47% [4] - Total Products Revenue is expected to be $1.84 billion, reflecting a change of +35.6% year-over-year [4] - Revenue by segment for Design IP is estimated at $408.35 million, indicating a decline of 21.1% from the prior-year quarter [4] - Revenue by segment for Design Automation is projected to reach $1.84 billion, with a significant increase of 64.5% from the year-ago quarter [5] - Upfront Products Revenue is expected to be $669.89 million, marking a change of +28.6% year-over-year [5] - Time-based Products Revenue is forecasted to reach $1.13 billion, indicating a change of +35.1% from the previous year [5] Stock Performance - Synopsys shares have increased by 17.1% in the past month, outperforming the Zacks S&P 500 composite, which saw a 1.3% increase [6] - With a Zacks Rank of 2 (Buy), Synopsys is expected to outperform the overall market performance in the near term [6]

Core Insights - Guidewire Software (GWRE) is expected to report quarterly earnings of $0.66 per share, reflecting a 53.5% increase year over year, with revenues projected at $317.24 million, a 20.7% increase from the previous year [1] Revenue Estimates - Analysts estimate 'Revenues- Services' at $59.81 million, indicating a 7.2% increase from the year-ago quarter [4] - 'Revenues- License' is forecasted to reach $39.53 million, representing a 5.8% increase year over year [4] - The consensus for 'Revenue- Subscription and support' stands at $217.95 million, showing a 28.4% increase from the previous year [4] Subscription and Support Revenue - 'Subscription Revenue' is predicted to be $202.41 million, reflecting a 32.4% increase year over year [5] - 'Term License Revenue' is expected to reach $38.44 million, indicating a 2.9% increase from the prior-year quarter [5] - 'Support Revenue' is projected at $15.74 million, suggesting a decrease of 6.8% year over year [5] Gross Profit Estimates - Analysts predict 'Gross profit- Subscription and support' to be $153.69 million, compared to $115.72 million in the same quarter last year [6] - 'Gross profit- Services' is expected to be $8.99 million, up from $6.19 million in the previous year [7] - The consensus for 'Gross profit- License' is $39.93 million, compared to $36.49 million from the year-ago quarter [7] Market Performance - Guidewire Software shares have decreased by 10.8% in the past month, contrasting with the S&P 500 composite's increase of 0.4% [7]

Core Insights - Wall Street analysts forecast that Maximus (MMS) will report quarterly earnings of $1.63 per share, reflecting a year-over-year increase of 11.6% [1] - Anticipated revenues for the quarter are projected to be $1.34 billion, showing a 1.7% increase compared to the same quarter last year [1] Earnings Projections - The consensus EPS estimate for the quarter has not changed over the past 30 days, indicating that analysts have maintained their initial projections [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts estimate 'Revenue- U.S. Federal Services' to be $750.39 million, representing an 11.2% increase from the prior-year quarter [5] - 'Revenue- U.S. Services' is expected to reach $454.98 million, indicating a decrease of 1.9% from the year-ago quarter [5] - 'Revenue- Outside the U.S' is projected to be $133.36 million, reflecting a significant year-over-year decline of 24.7% [5] Stock Performance - Over the past month, shares of Maximus have decreased by 6.3%, while the Zacks S&P 500 composite has increased by 1.5% [6] - Maximus currently holds a Zacks Rank 3 (Hold), suggesting that its performance may align with the overall market in the near future [6]

Core Insights - The upcoming earnings report for Elastic (ESTC) is projected to show quarterly earnings of $0.58 per share, reflecting a decline of 1.7% year-over-year, while revenues are expected to reach $418.13 million, indicating a 14.4% increase compared to the previous year [1] Earnings Projections - There has been a significant downward revision of 37.5% in the consensus EPS estimate over the last 30 days, indicating a collective reassessment by analysts of their initial forecasts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies have shown a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts forecast 'Revenue- Services' to be $26.03 million, representing a 6% increase from the prior-year quarter [5] - The consensus for 'Revenue- Subscription' is $385.76 million, indicating a year-over-year change of 13.2% [5] - 'Revenue- Subscription- Elastic Cloud' is expected to reach $201.75 million, reflecting a 19.5% increase from the year-ago quarter [5] - 'Revenue- Subscription- Other subscription' is projected to be $189.54 million, showing a 10.2% increase from the previous year [6] Stock Performance - Over the past month, Elastic shares have gained 11.9%, outperforming the Zacks S&P 500 composite, which saw a 1.5% change [6] - Based on its Zacks Rank 3 (Hold), Elastic is expected to perform in line with the overall market in the near term [6]

Core Insights - Akamai Technologies (AKAM) is expected to report quarterly earnings of $1.64 per share, a 3.1% increase year-over-year, with revenues projected at $1.04 billion, reflecting a 3.7% year-over-year growth [1] Earnings Projections - Analysts emphasize the importance of revisions to earnings projections prior to earnings releases, as these revisions are critical indicators of potential investor behavior [2] - The consensus EPS estimate for Akamai has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1] Revenue Estimates - Analysts predict 'Revenue- Security' will reach $569.75 million, showing a year-over-year increase of 9.9% [4] - 'Revenue- Compute' is expected to be $188.02 million, reflecting a 12.7% increase from the prior-year quarter [4] - 'Revenue- Delivery' is forecasted to be $285.18 million, indicating a decline of 10.6% from the prior-year quarter [4] Stock Performance - Akamai shares have returned -5% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change [5] - With a Zacks Rank 2 (Buy), Akamai is anticipated to outperform the overall market in the near future [5]

Core Insights - Analysts project that Brown & Brown (BRO) will report quarterly earnings of $0.90 per share, reflecting a year-over-year decline of 1.1%, while revenues are expected to reach $1.51 billion, marking a 27% increase from the same quarter last year [1] Earnings Projections - The consensus EPS estimate has been revised downward by 1.3% in the past 30 days, indicating a reassessment by covering analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Metrics - Analysts project 'Revenues- Investment income' to be $32.98 million, a 6.4% increase from the prior-year quarter [5] - 'Revenues- Commissions and fees' are expected to reach $1.47 billion, reflecting a 27.4% increase year-over-year [5] - The average prediction for 'Total revenues- Other' is $26.15 million, indicating a 24.5% year-over-year change [5] Stock Performance - Over the past month, shares of Brown & Brown have decreased by 4.2%, contrasting with the Zacks S&P 500 composite's increase of 1.1% [6] - Currently, BRO holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]

Core Insights - Analysts project Intel (INTC) will announce quarterly earnings of $0.00 per share, reflecting a 100% year-over-year increase, while revenues are expected to decline by 1.3% to $13.11 billion [1] - The consensus EPS estimate has been revised upward by 2.1% in the past 30 days, indicating a reassessment of initial estimates by covering analysts [2] - Earnings estimate revisions are critical for predicting investor behavior and have a strong correlation with short-term stock price performance [3] Revenue Estimates - The consensus estimate for 'Net Revenues- All other- Total' is $966.92 million, suggesting a year-over-year decline of 6.9% [4] - Analysts forecast 'Net Revenues- Total Intel Products Group- Client Computing Group' to reach $8.13 billion, indicating a year-over-year increase of 10.9% [5] - 'Net Revenues- Total Intel Products Group- Data Center and AI' is expected to reach $3.96 billion, reflecting an 18.4% increase from the previous year [5] - 'Net Revenues- Intel Foundry Services' is projected at $4.37 billion, suggesting a slight year-over-year increase of 0.4% [6] - The overall 'Net Revenues- Total Intel Products Group' is expected to be $12.10 billion, indicating a year-over-year decline of 0.8% [6] Stock Performance - Over the past month, Intel shares have increased by 25.1%, significantly outperforming the Zacks S&P 500 composite, which saw a 1.1% change [6] - Intel holds a Zacks Rank 3 (Hold), suggesting its performance is likely to align with the overall market in the near term [6]

Core Viewpoint - Thermo Fisher Scientific (TMO) is expected to report quarterly earnings of $5.50 per share, a 4.2% increase year-over-year, with revenues projected at $10.9 billion, reflecting a 2.8% year-over-year increase [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 0.5% in the last 30 days, indicating a reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3]. Revenue Forecasts - Analysts forecast 'Revenues- Laboratory Products and Biopharma Services' to reach $5.93 billion, a year-over-year increase of 3.2% [5]. - The estimate for 'Revenues- Specialty Diagnostics' is $1.16 billion, also reflecting a 3.2% year-over-year increase [5]. - 'Revenues- Life Sciences Solutions' are expected to be $2.47 billion, indicating a 3.6% year-over-year increase [5]. - 'Revenues- Analytical Instruments' are projected at $1.80 billion, showing a slight decline of 0.3% year-over-year [6]. Geographic Revenue Projections - North America revenues are expected to reach $5.74 billion, a 2.7% increase from the prior year [6]. - Asia-Pacific revenues are projected at $1.99 billion, reflecting a 3.6% year-over-year increase [6]. - Revenues from Europe are estimated to be $2.77 billion, indicating a 3.1% year-over-year increase [7]. - Revenues from other regions are expected to be $379.01 million, showing a decline of 4.5% year-over-year [7]. Stock Performance - Over the past month, Thermo Fisher shares have increased by 11.6%, outperforming the Zacks S&P 500 composite, which saw a 0.7% change [7]. - Based on its Zacks Rank 4 (Sell), TMO is expected to underperform the overall market in the upcoming period [7].

Core Viewpoint - Analysts forecast Boston Scientific (BSX) will report quarterly earnings of $0.71 per share, reflecting a year-over-year increase of 12.7%, with revenues expected to reach $4.97 billion, an 18% increase compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 0.2% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts project 'Net Sales- MedSurg- Worldwide' at $1.70 billion, a 15% increase year-over-year [5]. - 'Net Sales- Cardiovascular- Worldwide' is expected to reach $3.27 billion, indicating a 19.7% year-over-year change [5]. - 'Net Sales- Cardiovascular- Cardiology- Worldwide' is estimated at $2.57 billion, reflecting a 20.9% increase from the prior year [5]. - 'Net Sales- Cardiovascular- Peripheral Interventions- Worldwide' is projected to be $697.63 million, a 15.9% increase year-over-year [6]. - 'Geographic Revenue- Rest of the World' is expected to be $1.76 billion, indicating a 9.1% year-over-year change [6]. - 'Geographic Revenue- U.S.' is projected at $3.21 billion, reflecting a 23.8% increase from the previous year [7]. Additional Sales Projections - 'Net Sales- Cardiovascular- Peripheral Interventions- International' is expected to reach $304.52 million, a 6.9% increase year-over-year [7]. - 'Net Sales- MedSurg- Neuromodulation- United States' is projected at $218.50 million, indicating a 3.6% increase [8]. - 'Net Sales- MedSurg- Neuromodulation- International' is expected to be $62.26 million, reflecting a 9.2% year-over-year change [8]. - 'Net Sales- MedSurg- Endoscopy- United States' is projected at $447.24 million, a 7.3% increase from the prior year [8]. - 'Net Sales- MedSurg- Endoscopy- International' is expected to reach $280.01 million, indicating a 7.3% increase year-over-year [9]. - 'Net Sales- MedSurg- Urology- United States' is forecasted to be $518.55 million, reflecting a significant 36.8% year-over-year change [9]. Stock Performance - Boston Scientific shares have changed by -0.5% in the past month, compared to a +0.7% move of the Zacks S&P 500 composite, with a Zacks Rank 2 (Buy) indicating expected outperformance in the near future [10].

Core Insights - Analog Devices (ADI) is expected to report quarterly earnings of $1.93 per share, a 22.2% increase year-over-year, with revenues projected at $2.76 billion, reflecting a 19.2% increase compared to the same period last year [1] Revenue Estimates by End Market - Revenue from the Consumer end market is forecasted to reach $352.36 million, indicating an 11.3% increase from the prior-year quarter [4] - Revenue from the Communications end market is projected at $321.10 million, suggesting a 20.4% year-over-year change [4] - Revenue from the Automotive end market is likely to be $798.62 million, reflecting a 19.1% increase from the year-ago quarter [5] - Revenue from the Industrial end market is expected to reach $1.27 billion, indicating a 20.3% year-over-year change [5] Market Performance - Over the past month, shares of Analog Devices have returned -2%, while the Zacks S&P 500 composite has seen a +3.3% change [5] - Currently, ADI holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [5]