Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for ESS Tech, Inc. (GWH) due to higher revenues, with actual results being crucial for stock price movement [1][2]. Company Summary - ESS Tech is expected to report a quarterly loss of $0.88 per share, reflecting a year-over-year change of +51.1% [3]. - Revenues are projected to be $2.4 million, which is an increase of 585.7% compared to the same quarter last year [3]. - The consensus EPS estimate has been revised 24.42% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Prediction Insights - The Most Accurate Estimate for ESS Tech aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12]. - The company holds a Zacks Rank of 2 (Buy), but this combination makes it challenging to predict an earnings beat conclusively [12]. - Historically, ESS Tech has beaten consensus EPS estimates in two out of the last four quarters [14]. Industry Context - In the Zacks Electronics - Miscellaneous Products industry, Plug Power (PLUG) is expected to report a loss of $0.15 per share, with a year-over-year change of +58.3% [18]. - Plug Power's revenue is anticipated to be $151.2 million, up 5.5% from the previous year [19]. - The consensus EPS estimate for Plug Power has been revised 0.9% higher, resulting in an Earnings ESP of +2.44%, indicating a likelihood of beating the consensus EPS estimate [19][20].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for AST SpaceMobile, Inc. despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate predicts a quarterly loss of $0.19 per share, reflecting a year-over-year change of -35.7% [3]. - Expected revenues are projected at $5.15 million, which is an increase of 472.2% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +26.32% for AST SpaceMobile, suggesting recent bullish sentiment among analysts [12]. - However, the company holds a Zacks Rank of 5, complicating the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, AST SpaceMobile was expected to post a loss of $0.17 per share but actually reported a loss of -$0.20, resulting in a surprise of -17.65% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Conclusion - AST SpaceMobile does not appear to be a strong candidate for an earnings beat, and investors should consider additional factors when evaluating the stock ahead of its earnings release [17].

Company Overview - Coherent (COHR) is expected to report a year-over-year increase in earnings, with a projected EPS of $0.93, reflecting a +52.5% change, and revenues of $1.51 billion, up 15.2% from the previous year [3][12] - The company has a positive Earnings ESP of +4.91%, indicating analysts have recently become bullish on its earnings prospects [12] Earnings Expectations - The upcoming earnings report is anticipated to be released on August 13, and the stock may move higher if the actual results exceed expectations [2] - The consensus EPS estimate has been revised 5.54% higher over the last 30 days, reflecting a reassessment by covering analysts [4] Historical Performance - Coherent has a strong earnings surprise history, having beaten consensus EPS estimates in the last four quarters, including a +5.81% surprise in the most recent quarter [13][14] Industry Comparison - Bitfarms Ltd. (BITF), another player in the Zacks Technology Services industry, is expected to report a loss per share of $0.01, with revenues projected at $81.67 million, up 96.6% year-over-year [18] - Bitfarms has an Earnings ESP of +25% and a Zacks Rank of 2, suggesting a high likelihood of beating the consensus EPS estimate [19]

Core Insights - CorMedix (CRMD) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with a consensus EPS estimate of $0.20, reflecting a +180% change [1][3] - Revenues are projected to reach $36.82 million, representing a significant increase of 4445.7% compared to the same quarter last year [3] Earnings Expectations - The stock may experience upward movement if the actual earnings exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised down by 2.9% over the last 30 days, indicating a reassessment by analysts [4] Earnings Surprise Prediction - CorMedix has a positive Earnings ESP of +27.12%, suggesting analysts are optimistic about the company's earnings prospects [12] - The company holds a Zacks Rank of 1, indicating a strong likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, CorMedix exceeded the expected earnings of $0.25 per share by delivering $0.30, resulting in a +20.00% surprise [13] - Over the past four quarters, CorMedix has consistently beaten consensus EPS estimates [14] Industry Comparison - Kymera Therapeutics, another player in the medical sector, is expected to report a loss of $0.74 per share, marking a year-over-year decline of -27.6% [18] - Kymera's revenues are projected at $34.46 million, up 34.4% from the previous year, but it has a negative Earnings ESP of -35.92% [19][20]

Core Viewpoint - Alithya Group (ALYAF) is anticipated to report flat earnings of $0.04 per share for the quarter ended June 2025, with revenues expected to reach $90.42 million, reflecting a 2.3% increase from the previous year [1][3]. Earnings Report Expectations - The earnings report is scheduled for release on August 13, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. - The sustainability of any immediate price changes will largely depend on management's commentary during the earnings call [2]. Estimate Revisions and Predictions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. - Alithya's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +63.64%, suggesting a strong likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Alithya exceeded expectations by posting earnings of $0.08 per share against an expected $0.03, achieving a surprise of +166.67% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Conclusion - Alithya is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors beyond earnings expectations when making investment decisions [17].

The market expects CAE (CAE) to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

Wall Street expects a year-over-year increase in earnings on higher revenues when INPLAY OIL CP (IPOOF) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may ...

Core Insights - The second-quarter earnings season is underway, and focusing on companies expected to outperform may yield better investment opportunities than those that have already reported strong earnings [1] - The resilience of REITs in both physical and digital economic activities is highlighted, suggesting potential for stable returns and long-term growth despite market uncertainties [3] Industry Fundamentals - The U.S. industrial real estate sector showed resilience with net absorption of 29.6 million square feet in Q2 2025, consistent with the previous quarter but below historical averages [4] - Vacancy rates increased by 20 basis points to 7.1%, marking the first rise above 7% since Q2 2014, yet still only slightly above the 15-year pre-pandemic average [5] - Industrial asking rent growth slowed to 2.6%, the weakest since early 2020, due to softening demand and rising vacancies, although leasing activity remained strong at nearly 309 million square feet in H1 2025 [5] - Retail real estate faced challenges with the overall retail availability rate rising to 4.9% due to bankruptcies and downsizing, while net absorption was negative for the second consecutive quarter, totaling 5 million square feet [6] - Construction completions fell to 4.1 million square feet in Q2, below the 10-year quarterly average of 11.9 million square feet, as developers became more cautious [7] - The average asking rent for retail properties rose slightly to $24.79 per square foot, reflecting landlords' adjustments to subdued demand [8] Company-Specific Insights - Realty Income Corporation (O) has a Zacks Rank of 3 and an Earnings ESP of +0.30%, with expectations of steady results supported by a 98.5% occupancy rate and a focus on non-discretionary tenants [11][12] - The Zacks Consensus Estimate for Realty Income's Q2 revenues is $1.40 billion, indicating a 4.21% increase year-over-year, while the AFFO per share estimate remains unchanged at $1.06 [13] - Americold Realty Trust (COLD) holds a Zacks Rank of 3 and an Earnings ESP of +0.74%, expected to benefit from rising demand for temperature-controlled warehouses amid e-commerce growth [14][15] - The Zacks Consensus Estimate for Americold's Q2 revenues is $647.54 million, with an FFO per share estimate of 34 cents [16] - Plymouth Industrial REIT (PLYM) has a Zacks Rank of 2 and an Earnings ESP of +2.33%, with expectations of strong leasing activity and effective capital redeployment strategies [17][18] - The Zacks Consensus Estimate for Plymouth's Q2 total revenues is $46.71 million, with an FFO per share estimate of 43 cents [19]

Core Viewpoint - Aris Mining Corporation (ARMN) is expected to report its second-quarter 2025 results on August 7, following a trend of missing earnings estimates in the previous four quarters, with an average negative surprise of 30.7% [1][10]. Group 1: Earnings Performance - ARMN has missed the Zacks Consensus Estimate for earnings in each of the last four quarters, with a negative earnings surprise of 11.1% in the most recent quarter [1][10]. - The consensus estimate for ARMN's second-quarter earnings is currently pegged at 32 cents, with an Earnings ESP of 0.00% [11]. Group 2: Production and Sales - The company is anticipated to benefit from increased gold production in the second quarter, primarily driven by the Segovia Operations in Colombia [4][7]. - Consolidated gold production for the second quarter rose by 7% year over year to 58,652 ounces, while total gold sales increased by 12% compared to the prior-year quarter [5]. - For the first half of 2025, consolidated production climbed 13% year over year, reaching 113,415 ounces, with Segovia Operations seeing a production increase of 12% to 99,076 ounces [5][8]. Group 3: Gold Prices Impact - Higher gold prices, which closed the second quarter above $3,300 per ounce, are expected to have positively influenced ARMN's performance [7][9]. - Gold prices reached a record high of $3,500 per ounce on April 22, driven by safe-haven demand amid global trade tensions and geopolitical issues [9].

Core Viewpoint - American International Group, Inc. (AIG) is expected to report second-quarter 2025 results on August 6, with earnings estimated at $1.58 per share, reflecting a 36.2% increase from the same quarter last year [1][7]. Earnings Estimates - The earnings estimate for the second quarter has seen five downward revisions in the past 30 days, with no upward revisions [2]. - The Zacks Consensus Estimate for revenues is projected at $6.8 billion, indicating a 2.7% growth compared to the previous year [2]. Earnings Surprise History - AIG has surpassed earnings estimates in three of the last four quarters, with an average surprise of 1.73% [3]. Earnings Prediction Model - AIG is predicted to beat earnings expectations due to a positive Earnings ESP of +1.40%, with the most accurate estimate at $1.61 per share [4][5]. Revenue and Income Projections - General Insurance revenues are anticipated to rise by 4% to $6 billion, driven by strong performance in commercial and personal lines [7]. - Net investment income is expected to decline by 4.4% to $946 million due to weaker returns from alternative assets [7][11]. General Insurance Performance - The General Insurance segment is projected to benefit from strong performances in North America Commercial, International Commercial, and Global Personal segments [9]. - The consensus for General Insurance's adjusted pretax income stands at $1.3 billion, reflecting a 13.9% year-over-year growth [11]. Cost and Margin Considerations - Despite cost-cutting measures, AIG's margins are likely to be impacted by a high expense base due to increased losses and loss adjustment expenses [12].