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Agnico (AEM) Up 11.9% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-08-29 16:31
Core Viewpoint - Agnico Eagle Mines has shown strong performance in its recent earnings report, with significant increases in earnings and revenue, driven by higher gold prices, although production levels have slightly declined [2][3][5]. Financial Performance - Adjusted earnings for Q2 2025 were $1.94 per share, up from $1.07 year-over-year, exceeding the Zacks Consensus Estimate of $1.83 [2]. - Revenues reached $2,816.1 million, a 35.6% increase year-over-year, surpassing the Zacks Consensus Estimate of $2,553 million [2]. - Payable gold production was 866,029 ounces, down from 895,838 ounces in the prior-year quarter, missing the estimate of 866,598 ounces [3]. - Total cash costs per ounce increased to $933 from $870 a year ago, exceeding the estimate of $918 [3]. - Realized gold prices rose to $3,288 per ounce, up from $2,342 year-over-year, beating the estimate of $2,929 [3]. Cost Structure - All-in sustaining costs (AISC) were $1,289 per ounce, compared to $1,169 per ounce a year ago, surpassing the estimate of $1,212 [4]. Financial Position - Cash and cash equivalents at the end of the quarter were $1,558 million, a 69% increase year-over-year [5]. - Long-term debt stood at approximately $544.6 million [5]. - Total cash from operating activities was $1,845 million in Q2, up from $961 million a year ago [5]. Future Outlook - For full-year 2025, gold production is expected to be between 3.3 and 3.5 million ounces, with a midpoint estimate of 3.4 million ounces [6]. - Total cash costs per ounce are projected between $915 and $965, while AISC is forecasted to range from $1,250 to $1,300 per ounce, with a midpoint of $1,275 [6]. - Exploration and corporate development expenses are expected to be between $215 million and $235 million [7]. - Depreciation and amortization expenses are forecasted to be $1.55-$1.75 billion, averaging $1.65 billion [7]. - The effective tax rate for 2025 is expected to be between 33% and 38%, with cash taxes estimated at $1.1 billion to $1.2 billion [8]. Market Sentiment - There has been an upward trend in estimates, with the consensus estimate shifting by 10.88% recently [9]. - Agnico Eagle has a Zacks Rank 1 (Strong Buy), indicating expectations for above-average returns in the coming months [11].
Wall Street Analysts See a 30.37% Upside in Cars.com (CARS): Can the Stock Really Move This High?
ZACKS· 2025-08-28 14:56
Core Viewpoint - Cars.com (CARS) shows potential for significant upside, with a mean price target of $17.17 indicating a 30.4% increase from its current price of $13.17 [1] Price Targets and Analyst Consensus - The average price target for CARS ranges from a low of $11.00 to a high of $25.00, with a standard deviation of $5.38, indicating variability in analyst estimates [2] - The lowest estimate suggests a decline of 16.5%, while the highest points to an upside of 89.8% [2] - A low standard deviation indicates strong agreement among analysts regarding the stock's price movement direction [9] Earnings Estimates and Analyst Optimism - Analysts have shown increasing optimism about CARS' earnings prospects, with a positive trend in earnings estimate revisions [11] - Over the last 30 days, one estimate has increased, leading to a 9.9% rise in the Zacks Consensus Estimate for the current year [12] - CARS holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] Caution on Price Targets - While price targets are commonly referenced, they can mislead investors, as empirical research shows they rarely indicate actual stock price movements [7][10] - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8]
Countdown to HealthEquity (HQY) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2025-08-27 14:15
Core Insights - HealthEquity (HQY) is expected to report quarterly earnings of $0.92 per share, reflecting a year-over-year increase of 7% [1] - Revenue is anticipated to reach $318.81 million, which is a 6.3% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] Revenue Estimates - 'Revenue- Service' is projected to be $116.04 million, indicating a year-over-year decrease of 0.6% [4] - 'Revenue- Custodial' is expected to be $155.15 million, reflecting an increase of 11.9% year over year [4] - 'Revenue- Interchange' is estimated to reach $46.74 million, showing a 5% increase from the prior-year quarter [4] HSA Metrics - 'Total HSA Assets' are likely to reach $32.48 billion, up from $29.47 billion in the same quarter last year [5] - 'Total HSA investments' are estimated at $14.78 billion, compared to $13.10 billion a year ago [5] - 'CDBs Accounts' are projected to be 6.88 million, slightly down from 6.90 million in the previous year [6] Account Projections - 'Total Accounts' are expected to reach 16.97 million, an increase from 16.28 million year over year [6] - 'Total HSA cash' is projected to be $17.70 billion, up from $16.37 billion in the same quarter last year [6] - 'HSAs Accounts' are estimated at 10.10 million, compared to 9.38 million a year ago [7] Stock Performance - Over the past month, shares of HealthEquity have returned -6.7%, while the Zacks S&P 500 composite has increased by 1.3% [7] - Currently, HQY holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7]
Does Oportun Financial (OPRT) Have the Potential to Rally 43.93% as Wall Street Analysts Expect?
ZACKS· 2025-08-26 14:55
Group 1 - Oportun Financial Corporation (OPRT) shares have increased by 3.6% over the past four weeks, closing at $6.42, with a mean price target of $9.24 indicating a potential upside of 43.9% [1] - The mean estimate consists of seven short-term price targets with a standard deviation of $1.3, where the lowest estimate is $7.20 (12.2% increase) and the highest is $11.00 (71.3% increase) [2] - Analysts show a consensus that OPRT will report better earnings than previously estimated, which is a positive indicator for potential stock upside [4][11] Group 2 - The Zacks Consensus Estimate for OPRT's current year earnings has increased by 7.8% over the past month, with two estimates revised upward and no negative revisions [12] - OPRT holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, suggesting a strong potential upside [13] - While consensus price targets may not be reliable for predicting exact gains, they can provide a directional guide for price movement [14]
Wall Street's Insights Into Key Metrics Ahead of Marvell (MRVL) Q2 Earnings
ZACKS· 2025-08-25 14:16
Core Insights - Analysts project Marvell Technology (MRVL) will report quarterly earnings of $0.67 per share, a 123.3% increase year over year, with revenues expected to reach $2.01 billion, reflecting a 58% increase from the same quarter last year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted downward by 0.1%, indicating a reassessment by covering analysts [2]. - Revisions to earnings estimates are crucial for predicting investor actions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Projections by Market Segment - Analysts forecast 'Net Revenue by end market- Data center' to reach $1.51 billion, a change of +71.6% year over year [5]. - The consensus estimate for 'Net Revenue by end market- Carrier infrastructure' is $145.61 million, suggesting a change of +91.8% year over year [5]. - 'Net Revenue by end market- Automotive/industrial' is projected to be $75.64 million, indicating a change of -0.7% year over year [5]. - 'Net Revenue by end market- Consumer' is expected to arrive at $94.08 million, reflecting a change of +5.8% year over year [6]. - 'Net Revenue by end market- Enterprise networking' is projected to reach $185.45 million, indicating a change of +22.8% from the year-ago quarter [6]. Stock Performance - Marvell shares have shown a return of -1.6% over the past month, compared to the Zacks S&P 500 composite's +2.7% change, with a Zacks Rank 3 (Hold) suggesting the stock is expected to mirror overall market performance in the near future [6].
Wall Street's Insights Into Key Metrics Ahead of Dell Technologies (DELL) Q2 Earnings
ZACKS· 2025-08-25 14:16
Core Insights - Dell Technologies is expected to report quarterly earnings of $2.31 per share, reflecting a 22.2% increase year-over-year, with revenues projected at $29.32 billion, a 17.2% increase from the previous year [1] Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised upward by 1.2%, indicating analysts' reassessment of projections [1][2] - Changes in earnings estimates are crucial for predicting investor reactions and have a strong correlation with short-term stock performance [2] Revenue Projections - Analysts estimate 'Net Revenue- Client Solutions Group' will reach $12.89 billion, a year-over-year increase of 3.9% [4] - 'Net Revenue- Infrastructure Solutions Group' is projected at $15.95 billion, indicating a significant year-over-year increase of 37% [4] Segment Analysis - 'Net Revenue- Infrastructure Solutions Group- Servers and networking' is expected to be $11.86 billion, reflecting a 54.6% increase from the previous year [5] - 'Net Revenue- Infrastructure Solutions Group- Storage' is projected at $4.09 billion, showing a 2.9% year-over-year increase [5] - 'Net Revenue- Client Solutions Group- Commercial' is expected to reach $11.31 billion, a 7.1% increase from the prior year [6] - Conversely, 'Net Revenue- Client Solutions Group- Consumer' is projected at $1.59 billion, indicating a decline of 14.5% year-over-year [6] Operating Income Estimates - Analysts predict 'Operating Income- Client Solutions Group' will be $710.88 million, down from $767.00 million in the same quarter last year [7] - 'Operating Income- Infrastructure Solutions Group' is expected to be $1.57 billion, up from $1.28 billion year-over-year [7] Stock Performance - Dell Technologies shares have seen a -0.3% change over the past month, compared to a +2.7% increase in the Zacks S&P 500 composite [7] - With a Zacks Rank 2 (Buy), Dell is anticipated to outperform the overall market in the near future [7]
Insights Into Burlington Stores (BURL) Q2: Wall Street Projections for Key Metrics
ZACKS· 2025-08-25 14:16
Core Viewpoint - Analysts project Burlington Stores (BURL) will report quarterly earnings of $1.27 per share, a 5.8% increase year over year, with revenues expected to reach $2.64 billion, reflecting a 7% increase from the same quarter last year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted downward by 1.4%, indicating a reassessment by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock price performance [3]. Key Metrics Forecast - Analysts estimate 'Revenues- Net Sales' at $2.62 billion, a 6.6% increase from the prior-year quarter [5]. - 'Revenues- Other revenue' is projected to reach $4.23 million, indicating a year-over-year decline of 2.1% [5]. - The average prediction for 'Comparable Store Sales' is 2.1%, down from 5.0% a year ago [5]. - Analysts expect 'Stores at period end' to total 1,132, compared to 1,057 a year ago [6]. Stock Performance - Over the past month, Burlington Stores shares have returned +0.5%, while the Zacks S&P 500 composite has changed by +2.7% [6]. - Based on its Zacks Rank 3 (Hold), Burlington Stores is expected to perform in line with the overall market in the upcoming period [6].
Pure Storage (PSTG) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKS· 2025-08-22 14:15
Core Insights - Pure Storage (PSTG) is expected to report quarterly earnings of $0.39 per share, reflecting an 11.4% decline year over year, while revenues are forecasted to reach $845.76 million, indicating a 10.7% increase compared to the previous year [1] - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, suggesting stability in analysts' projections [1][2] Revenue Estimates - Analysts project 'Revenue- Product' to be $427.18 million, a 6.1% increase from the prior-year quarter [4] - 'Revenue- Subscription services' is estimated to reach $418.58 million, reflecting a 15.9% increase year over year [4] - 'Geographic Revenue- Rest of the world' is expected to be $244.58 million, indicating an 8.2% year-over-year change [4] - 'Geographic Revenue- United States' is projected at $600.65 million, showing an 11.7% increase from the year-ago quarter [5] Profit Estimates - Non-GAAP Gross profit from Subscription services is estimated at $319.88 million, up from $275.83 million reported in the same quarter last year [5] - Non-GAAP Gross profit from Product is expected to be $277.24 million, slightly down from $279.85 million reported in the previous year [6] Market Performance - Shares of Pure Storage have experienced a -2.2% return over the past month, contrasting with a +1.1% change in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 3 (Hold), indicating expectations to mirror overall market performance in the near future [6]
Unlocking Q2 Potential of Nvidia (NVDA): Exploring Wall Street Estimates for Key Metrics
ZACKS· 2025-08-22 14:15
Core Insights - Analysts project Nvidia (NVDA) will report quarterly earnings of $1.00 per share, a 47.1% increase year over year, with revenues expected to reach $46.03 billion, reflecting a 53.2% increase from the same quarter last year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate for the quarter has been revised upward by 0.6%, indicating a collective reassessment by covering 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 price performance [3] Key Revenue Projections - Analysts estimate 'Revenue- OEM and Other' at $110.64 million, a year-over-year change of +25.7% [5] - 'Revenue- Automotive' is projected to reach $573.33 million, indicating a +65.7% change from the previous year [5] - 'Revenue- Data Center' is forecasted at $40.97 billion, reflecting a +56% year-over-year change [5] - 'Revenue- Professional Visualization' is expected to be $524.97 million, showing a +15.6% change year over year [6] - 'Revenue- Gaming' is estimated to arrive at $3.84 billion, indicating a +33.2% year-over-year change [6] Market Performance - Over the past month, Nvidia shares have returned +0.7%, compared to the Zacks S&P 500 composite's +1.1% change, with NVDA currently holding a Zacks Rank 3 (Hold), suggesting performance may align with the overall market in the near future [6]
Seeking Clues to Veeva (VEEV) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-08-22 14:15
Core Viewpoint - Analysts expect Veeva Systems to report quarterly earnings of $1.90 per share, reflecting a year-over-year increase of 17.3%, with revenues projected at $767.61 million, up 13.5% from the previous year [1] Earnings Estimates - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [2] Revenue Projections - Analysts forecast 'Revenues- Subscription services' to reach $649.25 million, indicating a year-over-year change of +15.7% [4] - 'Revenues- Professional services and other' are expected to be $118.36 million, reflecting a +3% change from the prior year [4] - 'Revenues- Professional services and other- Veeva R&D Solutions' is projected to reach $72.75 million, with a year-over-year change of +4.2% [4] - 'Revenues- Subscription services- Veeva R&D Solutions' is estimated at $342.74 million, showing a year-over-year change of +18.4% [5] - 'Revenues- Subscription services- Veeva Commercial Solutions' is expected to be $306.25 million, indicating a +12.7% change from the previous year [5] - 'Revenues- Professional services and other- Veeva Commercial Solutions' is projected at $45.59 million, reflecting a +1.2% change from the prior year [6] Gross Margin Estimates - The 'Non-GAAP Gross Margin- Professional Services and other' is expected to be 29.7%, down from 31.9% year-over-year [6] - The average prediction for 'Non-GAAP Gross Margin- Subscription services' is 86.8%, slightly up from 86.5% year-over-year [7] Stock Performance - Veeva shares have decreased by -3.1% over the past month, contrasting with a +1.1% increase in the Zacks S&P 500 composite [7]