Core Insights - Marvell Technology reported $1.9 billion in revenue for the quarter ended April 2025, marking a year-over-year increase of 63.3% and an EPS of $0.62 compared to $0.24 a year ago, exceeding Zacks Consensus Estimate of $1.88 billion by +1.04% [1] Revenue Performance by End Market - Data Center revenue reached $1.44 billion, slightly above the estimated $1.43 billion, reflecting a year-over-year increase of +76.5% [4] - Carrier Infrastructure revenue was $138.40 million, surpassing the average estimate of $116.43 million, with a year-over-year change of +92.8% [4] - Automotive/Industrial revenue totaled $75.70 million, below the average estimate of $79.83 million, showing a year-over-year decline of -2.5% [4] - Consumer revenue was $63.10 million, compared to the average estimate of $65.70 million, indicating a year-over-year increase of +50.2% [4] - Enterprise Networking revenue amounted to $177.50 million, below the average estimate of $187.55 million, with a year-over-year change of +15.9% [4] Stock Performance - Marvell shares have returned +10.7% over the past month, outperforming the Zacks S&P 500 composite's +6.7% change [3]

Core Insights - Dollar General (DG) is expected to report quarterly earnings of $1.47 per share, reflecting a decline of 10.9% year-over-year, while revenues are forecasted to reach $10.28 billion, an increase of 3.7% year-over-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 performance [2] Key Metrics Projections - Analysts project 'Net Sales by Category- Consumables' to reach $8.61 billion, indicating a year-over-year increase of 4.9% [4] - 'Net Sales by Category- Seasonal' is expected to be $983.31 million, reflecting a 2.1% year-over-year change [4] - 'Net Sales by Category- Home products' is estimated at $489.95 million, suggesting a 2.3% year-over-year increase [4] - 'Net Sales by Category- Apparel' is forecasted to be $265.02 million, indicating a 1.6% increase from the previous year [5] Store Metrics - The consensus for 'Ending store count' is 20,670, up from 20,149 in the same quarter last year [5] - 'Total selling square footage' is projected at 157.55 million square feet, compared to 152.61 million square feet a year ago [5] - 'Store closings' are estimated to reach 82, up from 34 in the previous year [6] - Analysts expect 'New store openings' to be 157, down from 197 in the same quarter last year [6] - 'Net sales per square foot' is estimated at $65.17, compared to $64.96 a year ago [6] Stock Performance - Over the past month, Dollar General shares have returned +4.4%, while the Zacks S&P 500 composite has changed by +6.7%, indicating that DG is likely to perform in line with the overall market [7]

Core Insights - Agilent Technologies reported revenue of $1.67 billion for the quarter ended April 2025, reflecting a 6% increase year-over-year and exceeding the Zacks Consensus Estimate of $1.63 billion by 2.64% [1] - The company's EPS for the quarter was $1.31, up from $1.22 in the same quarter last year, surpassing the consensus estimate of $1.26 by 3.97% [1] Revenue Performance by End Markets - Pharmaceutical revenue reached $603 million, exceeding the average estimate of $572.63 million, with a year-over-year increase of 11.3% [4] - Academia and Government revenue was $135 million, below the average estimate of $145.13 million, representing a decline of 2.9% year-over-year [4] - Diagnostics and Clinical revenue amounted to $255 million, surpassing the average estimate of $247.93 million, with a year-over-year increase of 6.7% [4] - Agilent Crosslab Group net revenue was $713 million, exceeding the estimated $697.53 million, showing a significant year-over-year increase of 77.4% [4] - Food revenue was reported at $147 million, slightly above the average estimate of $146.05 million, with a year-over-year increase of 5.8% [4] - Environmental and Forensics revenue was $159 million, in line with the average estimate of $159.54 million, reflecting a year-over-year increase of 4.6% [4] - Chemical and advanced materials revenue was $369 million, slightly below the average estimate of $370.20 million, with a year-over-year increase of 1.9% [4] Stock Performance - Agilent's shares have returned +3.5% over the past month, compared to a +7.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Nvidia (NVDA) is expected to report quarterly earnings of $0.85 per share, a 39.3% increase year-over-year, with revenues projected at $42.64 billion, reflecting a 63.7% year-over-year growth [1] Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted downward by 0.3%, indicating a reassessment by 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 performance [3] Revenue Projections - Analysts forecast 'Revenue- OEM and Other' to reach $118.18 million, a year-over-year increase of 51.5% [5] - 'Revenue- Automotive' is estimated at $580.85 million, indicating a 76.6% year-over-year change [5] - 'Revenue- Professional Visualization' is projected to be $508.09 million, reflecting a 19% increase from the previous year [5] - 'Revenue- Data Center' is expected to arrive at $38.48 billion, a 70.5% increase from the prior year [6] - 'Revenue- Gaming' is anticipated to be $2.80 billion, showing a 5.9% year-over-year change [6] Stock Performance - Nvidia shares have returned +24.8% over the past month, outperforming the Zacks S&P 500 composite's +10.7% change [6] - With a Zacks Rank 3 (Hold), Nvidia is expected to mirror overall market performance in the near future [6]

The upcoming report from UiPath (PATH) is expected to reveal quarterly earnings of $0.10 per share, indicating a decline of 23.1% compared to the year-ago period. Analysts forecast revenues of $332.33 million, representing a decrease of 0.8% year over year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior to a company's earnings an ...

Core Insights - Workday reported revenue of $2.24 billion for the quarter ended April 2025, reflecting a year-over-year increase of 12.6% and a surprise of +1.10% over the Zacks Consensus Estimate of $2.22 billion [1] - Earnings per share (EPS) for the quarter was $2.23, compared to $1.74 in the same quarter last year, resulting in an EPS surprise of +12.06% against the consensus estimate of $1.99 [1] Financial Performance Metrics - Subscription revenue backlog stood at $24.62 billion, slightly below the estimated $25.32 billion by analysts [4] - Subscription services revenue reached $2.06 billion, exceeding the average estimate of $2.05 billion, marking a year-over-year increase of +13.4% [4] - Professional services revenue was reported at $181 million, surpassing the average estimate of $165.09 million, with a year-over-year change of +3.4% [4] Stock Performance - Workday's shares have returned +19.4% over the past month, outperforming the Zacks S&P 500 composite's +13.4% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Heico Corporation (HEI) is expected to report quarterly earnings of $1.02 per share, a 15.9% increase year-over-year, with revenues projected at $1.06 billion, reflecting a 10.8% increase compared to the same period last year [1] Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, indicating that analysts have maintained their initial projections [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 Metrics Forecast - Analysts predict 'Net Sales- Electronic Technologies Group (ETG)' to be $334.72 million, representing a 4.8% increase from the previous year [5] - 'Net Sales- Flight Support Group (FSG)' is estimated to reach $734.76 million, indicating a year-over-year change of 13.5% [5] - 'Operating income- Flight Support Group' is forecasted at $170.16 million, up from $148.88 million reported in the same quarter last year [6] - 'Operating income- Electronic Technologies Group' is estimated at $81.52 million, compared to $75.26 million reported in the same quarter last year [6] Stock Performance - Over the past month, Heico shares have returned +15%, outperforming the Zacks S&P 500 composite's +12.7% change [6] - Currently, HEI holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]

Core Viewpoint - Wall Street analysts predict that Workday will report quarterly earnings of $1.99 per share, reflecting a year-over-year increase of 14.4%, with revenues expected to reach $2.22 billion, an 11.3% increase compared to the previous year [1]. Earnings Projections - The consensus EPS estimate for the quarter has been revised downward by 0.1% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Estimates - Analysts project 'Revenues- Subscription services' to be $2.05 billion, indicating a year-over-year increase of 13% [4]. - 'Revenues- Professional services' are expected to be $165.09 million, suggesting a year-over-year decline of 5.7% [5]. - The 'Subscription Revenue Backlog' is forecasted to reach $25.32 billion, up from $20.68 billion reported in the same quarter last year [5]. Stock Performance - Workday shares have shown a return of 23.5% over the past month, outperforming the Zacks S&P 500 composite, which increased by 13.1% [6]. - With a Zacks Rank of 3 (Hold), Workday is expected to perform in line with the overall market in the near future [6].

Core Insights - Rapid7 reported revenue of $210.25 million for the quarter ended March 2025, reflecting a 2.5% increase year-over-year and a surprise of +1.14% over the Zacks Consensus Estimate of $207.89 million [1] - The company's EPS was $0.49, down from $0.55 in the same quarter last year, but exceeded the consensus estimate of $0.35 by +40.00% [1] Financial Performance Metrics - Annualized recurring revenue (ARR) was reported at $837.22 million, slightly below the average estimate of $840.83 million [4] - The number of customers reached 11,685, surpassing the average estimate of 11,631 [4] - ARR per customer was $71,600, which is lower than the average estimate of $72,342.91 [4] - Revenue from professional services was $6.32 million, below the average estimate of $6.80 million, representing a year-over-year decline of -22.8% [4] - Product revenue was $203.94 million, exceeding the average estimate of $202.25 million, with a year-over-year increase of +3.6% [4] - Non-GAAP gross profit from professional services was $1.74 million, above the average estimate of $1.55 million [4] - Non-GAAP gross profit from products was $155.72 million, compared to the average estimate of $152.07 million [4] Stock Performance - Rapid7 shares have returned +6.7% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Financial Performance - For the quarter ended March 2025, PennantPark (PFLT) reported revenue of $61.94 million, which is an increase of 39.7% compared to the same period last year [1] - EPS for the quarter was $0.28, down from $0.31 in the year-ago quarter [1] - The reported revenue fell short of the Zacks Consensus Estimate of $66.49 million, resulting in a surprise of -6.85% [1] - The company experienced an EPS surprise of -15.15%, with the consensus EPS estimate being $0.33 [1] Key Metrics - From non-controlled, non-affiliated investments, other income was reported at $0.63 million, below the average estimate of $1.19 million based on two analysts [4] - Interest income from non-controlled, non-affiliated investments was $49.22 million, exceeding the average estimate of $48.60 million, representing a year-over-year change of +61.5% [4] - Dividend income from non-controlled, non-affiliated investments was $0.37 million, compared to the estimated $0.58 million, reflecting a -36.1% change year-over-year [4] Stock Performance - Shares of PennantPark have returned +5.9% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]