Company Performance - Ouster, Inc. reported a quarterly loss of $0.38 per share, better than the Zacks Consensus Estimate of a loss of $0.45, and an improvement from a loss of $0.53 per share a year ago, resulting in an earnings surprise of +15.56% [1] - The company posted revenues of $35.05 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 3.09% and showing a year-over-year increase from $26.99 million [2] - Over the last four quarters, Ouster has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Outlook - Ouster shares have increased approximately 88% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.44 on revenues of $36.3 million, and for the current fiscal year, it is -$1.71 on revenues of $143.4 million [7] - The estimate revisions trend for Ouster was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Electronics - Miscellaneous Components industry, to which Ouster belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - Rocket Lab Corporation reported a quarterly loss of $0.1 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.07, marking an earnings surprise of -42.86% [1] Financial Performance - The company posted revenues of $144.5 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 6.98%, and showing an increase from $106.25 million in the same quarter last year [2] - Over the last four quarters, Rocket Lab has surpassed consensus revenue estimates four times, but has only exceeded EPS estimates once [2] Stock Performance - Rocket Lab shares have increased approximately 73.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] Future Outlook - The company's earnings outlook will be crucial for determining the sustainability of its stock price movement, with current consensus EPS estimates at -$0.07 for the upcoming quarter and -$0.26 for the current fiscal year [4][7] - The Zacks Rank for Rocket Lab is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Aerospace - Defense Equipment industry, to which Rocket Lab belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Company Performance - Pacific Biosciences reported a quarterly loss of $0.13 per share, better than the Zacks Consensus Estimate of a loss of $0.18, and an improvement from a loss of $0.20 per share a year ago, resulting in an earnings surprise of +27.78% [1] - The company posted revenues of $39.77 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 9.06% and showing an increase from $36.01 million in the same quarter last year [2] - Over the last four quarters, Pacific Biosciences has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Stock Performance - Pacific Biosciences shares have declined approximately 24.6% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.16 on revenues of $40.08 million, and for the current fiscal year, it is -$0.64 on revenues of $155.44 million [7] Industry Outlook - The Medical - Instruments industry, to which Pacific Biosciences belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact the stock's performance [5]

Group 1 - Veritone, Inc. reported a quarterly loss of $0.18 per share, slightly better than the Zacks Consensus Estimate of a loss of $0.19, and the same as the loss reported a year ago [1] - The company posted revenues of $24.01 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.98%, but down from $30.99 million year-over-year [2] - Veritone shares have declined approximately 29.9% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is -$0.12 on revenues of $28.45 million, and for the current fiscal year, it is -$0.58 on revenues of $108.01 million [7] - The Zacks Industry Rank indicates that the Technology Services sector is in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Company Performance - Inogen reported a quarterly loss of $0.15 per share, better than the Zacks Consensus Estimate of a loss of $0.22, and an improvement from a loss of $0.24 per share a year ago [1] - The quarterly report represents an earnings surprise of +31.82%, following a previous surprise of +51.92% when the company posted a loss of $0.25 per share against an expected loss of $0.52 [2] - Inogen's revenues for the quarter ended June 2025 were $92.28 million, surpassing the Zacks Consensus Estimate by 1.76% and up from $88.76 million year-over-year [3] Market Performance - Inogen shares have declined approximately 31.3% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [4] - The current consensus EPS estimate for the upcoming quarter is -$0.18 on revenues of $92.91 million, and -$0.95 on revenues of $354.02 million for the current fiscal year [8] Industry Outlook - The Medical - Instruments industry, to which Inogen belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges ahead [9] - The performance of Inogen's stock may be influenced by the overall outlook for the industry, as top-ranked industries tend to outperform the bottom half by more than 2 to 1 [9]

Core Insights - Mitek Systems reported quarterly earnings of $0.22 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, but down from $0.25 per share a year ago, resulting in an earnings surprise of +22.22% [1] - The company achieved revenues of $45.73 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.70% and showing an increase from $44.98 million year-over-year [2] - Mitek Systems has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of Mitek Systems' stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.16 on revenues of $42.75 million, and for the current fiscal year, it is $0.84 on revenues of $176.04 million [7] Industry Context - The Computer - Optical Imaging industry, to which Mitek Systems belongs, is currently ranked in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Mitek Systems' performance [5]

分组1 - PureCycle Technologies reported a quarterly loss of $0.35 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.23, and compared to a loss of $0.32 per share a year ago, indicating a surprise of -52.17% [1] - The company generated revenues of $1.65 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 41.07%, while revenues were zero a year ago [2] - The stock has increased by approximately 26.8% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] 分组2 - The earnings outlook for PureCycle Technologies is uncertain, with current consensus EPS estimates of -$0.18 on $11.2 million in revenues for the coming quarter and -$0.49 on $33.9 million in revenues for the current fiscal year [7] - The Zacks Industry Rank for Waste Removal Services is in the bottom 26% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]

Core Viewpoint - Golden Entertainment reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of $0.14 per share, marking an earnings surprise of +21.43% [1][2] Financial Performance - The company posted revenues of $163.62 million for the quarter ended June 2025, which was 1.49% below the Zacks Consensus Estimate and a decrease from $167.33 million year-over-year [2] - Over the last four quarters, Golden Entertainment has surpassed consensus EPS estimates two times but has not beaten consensus revenue estimates [2] Stock Performance - Golden Entertainment shares have declined approximately 14.9% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $160.9 million, and for the current fiscal year, it is $0.45 on revenues of $654.06 million [7] - The trend of estimate revisions for Golden Entertainment was unfavorable prior to the earnings release, which may impact future stock movements [6][5] Industry Context - The Gaming industry, to which Golden Entertainment belongs, is currently ranked in the bottom 42% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Company Performance - Twilio reported quarterly earnings of $1.19 per share, exceeding the Zacks Consensus Estimate of $1.02 per share, and up from $0.87 per share a year ago, representing an earnings surprise of +16.67% [1] - The company posted revenues of $1.23 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.66%, and an increase from $1.08 billion year-over-year [2] - Over the last four quarters, Twilio has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Twilio shares have increased approximately 20.5% since the beginning of the year, compared to the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $1.2 billion, and for the current fiscal year, it is $4.49 on revenues of $4.82 billion [7] Industry Outlook - The Internet - Software industry, to which Twilio belongs, is currently ranked in the top 28% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can significantly impact individual stock performance [5][8]

Financial Performance - AvePoint, Inc. reported quarterly earnings of $0.06 per share, matching the Zacks Consensus Estimate, compared to a loss of $0.01 per share a year ago, adjusted for non-recurring items [1] - The company posted revenues of $102.02 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 5.72%, and up from $77.96 million year-over-year [2] - AvePoint has surpassed consensus EPS estimates two times and revenue estimates four times over the last four quarters [1][2] Stock Performance - AvePoint shares have increased approximately 8.2% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $105.23 million, and for the current fiscal year, it is $0.27 on revenues of $402.1 million [7] - The outlook for the Internet - Software industry, where AvePoint operates, is currently in the top 28% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]