Core Viewpoint - Jamf Holding (JAMF) is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus EPS estimate for Jamf Holding is $0.17 per share, reflecting a year-over-year increase of +21.4% [3] - Expected revenues are $168.63 million, which is a 10.2% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 6.25% higher in the last 30 days, indicating a positive reassessment by analysts [4] - The Most Accurate Estimate for Jamf Holding is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +4.65% [12] Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - Jamf Holding currently holds a Zacks Rank of 3, indicating a reasonable chance of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Jamf Holding had an earnings surprise of +4.76%, reporting $0.22 per share against an expected $0.21 [13] - Over the past four quarters, the company has beaten consensus EPS estimates two times [14] Industry Comparison - Parsons (PSN), another player in the Zacks Technology Services industry, is expected to report a year-over-year EPS decrease of -11.9% and revenues down 3.9% [18] - Parsons has an Earnings ESP of +2.49% but holds a Zacks Rank of 5 (Strong Sell), making predictions about its earnings beat less conclusive [19]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Nexa Resources S.A. due to lower revenues, with a focus on how actual results will compare to estimates impacting stock price [1][3]. Earnings Expectations - Nexa Resources is expected to report a quarterly loss of $0.05 per share, reflecting a year-over-year change of -133.3% [3]. - Revenues are projected to be $659.88 million, down 10.4% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 65.22% lower in the last 30 days, indicating a significant reassessment by analysts [4]. - The Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [10]. Earnings Surprise Prediction - A positive or negative Earnings ESP reading indicates the likely deviation of actual earnings from the consensus estimate, with positive readings being more predictive of earnings beats [6][7]. - Nexa Resources currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat [10]. Historical Performance - In the last reported quarter, Nexa Resources exceeded expectations with earnings of $0.16 per share against an estimate of $0.09, resulting in a surprise of +77.78% [11]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [12]. Conclusion - Nexa Resources does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when evaluating the stock ahead of the earnings release [15].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Ouster, Inc. (OUST) due to higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to show a quarterly loss of $0.45 per share, reflecting a year-over-year change of +15.1%, with revenues projected at $34 million, up 26% from the previous year [3]. - The consensus EPS estimate has been revised 4.35% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate being the same as the consensus for Ouster, resulting in an Earnings ESP of 0% [8][12]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, which increases the likelihood of a positive surprise [10]. Historical Performance - Ouster has beaten consensus EPS estimates only once in the last four quarters, with a notable surprise of +25.00% in the last reported quarter where the loss was expected to be $0.56 per share but was actually -$0.42 [13][14]. Conclusion - Ouster does not appear to be a compelling candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17].

Company Overview - PDF Solutions (PDFS) is expected to report earnings of $0.20 per share for the quarter ended June 2025, reflecting a year-over-year increase of +11.1% [3] - Revenues are anticipated to reach $53 million, which is a 27.2% increase compared to the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on August 7, and the stock price may rise if the actual results exceed expectations [2] - Conversely, if the results fall short, the stock may decline [2] Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their outlook [4] - The Most Accurate Estimate for PDF Solutions is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -17.95%, suggesting a bearish sentiment among analysts [11] Historical Performance - In the last reported quarter, PDF Solutions had an earnings surprise of +10.53%, posting earnings of $0.21 per share against an expectation of $0.19 [12] - The company has beaten consensus EPS estimates in each of the last four quarters [13] Comparative Analysis - CACI International, another player in the Zacks Computer - Services industry, is expected to report earnings of $6.54 per share, indicating a year-over-year change of -1.1% [17] - CACI's revenues are projected to be $2.3 billion, up 12.7% from the previous year [18] - CACI has an Earnings ESP of -0.08% and a Zacks Rank of 4 (Sell), making it difficult to predict a beat on the consensus EPS estimate [19]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Insulet (PODD) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Insulet is expected to report quarterly earnings of $0.93 per share, reflecting a year-over-year increase of +69.1% [3]. - Revenues are projected to be $615.49 million, representing a 26% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.2% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Insulet is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.78% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Insulet currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12]. Historical Performance - In the last reported quarter, Insulet exceeded the expected earnings of $0.81 per share, achieving actual earnings of $1.02, resulting in a surprise of +25.93% [13]. - Over the past four quarters, Insulet has beaten consensus EPS estimates three times [14]. Industry Comparison - AdaptHealth Corp. (AHCO), another player in the Zacks Medical - Products industry, is expected to report earnings of $0.15 per share, indicating a year-over-year decline of -28.6% [18]. - AdaptHealth's revenues are projected to be $804.53 million, down 0.2% from the previous year [18]. - The consensus EPS estimate for AdaptHealth has remained unchanged, but a higher Most Accurate Estimate gives it an Earnings ESP of +13.33%, suggesting a likely earnings beat [19].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Pinterest, with a focus on how actual results compare to estimates impacting stock price [1][2] Earnings Expectations - Pinterest is expected to report quarterly earnings of $0.34 per share, reflecting a year-over-year increase of 17.2% [3] - Revenue is projected to be $974.61 million, up 14.2% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 3.51% higher in the last 30 days, indicating a reassessment by analysts [4] - A negative Earnings ESP of -6.11% suggests analysts have recently become bearish on Pinterest's earnings prospects [12] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, but is more reliable for positive readings [9][10] - Pinterest's current Zacks Rank is 3, making it challenging to predict an earnings beat [12] Historical Performance - In the last reported quarter, Pinterest was expected to post earnings of $0.25 per share but delivered $0.23, resulting in a surprise of -8.00% [13] - Over the past four quarters, Pinterest has beaten consensus EPS estimates two times [14] Industry Context - In the Zacks Internet - Software industry, Paycom Software is expected to report earnings of $1.78 per share, indicating a year-over-year change of 9.9% [18] - Paycom's revenue is projected to be $471.98 million, up 7.9% from the previous year, with an unchanged consensus EPS estimate over the last 30 days [19]

Company Overview - United Parks & Resorts (PRKS) is expected to report a year-over-year increase in earnings, with a projected EPS of $1.79, reflecting a +19.3% change [3] - Revenues are anticipated to reach $500.45 million, which is a slight increase of 0.6% from the previous year [3] Earnings Expectations - The earnings report is scheduled for August 7, and the stock may experience upward movement if the actual results exceed expectations [2] - Conversely, if the results fall short, the stock may decline [2] Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] - However, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, leading to an Earnings ESP of -3.08%, suggesting a bearish outlook from analysts [12] Earnings Surprise History - In the last reported quarter, United Parks & Resorts was expected to post a loss of $0.23 per share but actually reported a loss of -$0.29, resulting in a surprise of -26.09% [13] - The company has not beaten consensus EPS estimates in any of the last four quarters [14] Industry Comparison - In contrast, Planet Fitness (PLNT), a competitor in the Leisure and Recreation Services industry, is expected to post earnings of $0.79 per share, indicating a year-over-year change of +11.3% [19] - Planet Fitness has an Earnings ESP of +1.48% and a Zacks Rank of 2 (Buy), suggesting a higher likelihood of beating consensus EPS estimates [20]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Primo Brands, driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Primo Brands is expected to report quarterly earnings of $0.43 per share, reflecting a year-over-year increase of +65.4% [3]. - Revenues are projected to reach $1.8 billion, representing a significant increase of 271.2% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate for Primo Brands has been revised 0.21% higher in the last 30 days, indicating a slight positive reassessment by analysts [4]. - However, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.12%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with a strong predictive power for positive readings [9][10]. - Stocks with a positive Earnings ESP and a Zacks Rank of 1, 2, or 3 have historically shown a positive surprise rate of nearly 70% [10]. Historical Performance - In the last reported quarter, Primo Brands exceeded the expected earnings of $0.24 per share by delivering $0.29, resulting in a surprise of +20.83% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Comparison - Another player in the beverage industry, Monster Beverage, is expected to report earnings of $0.48 per share, reflecting a year-over-year change of +17.1%, with revenues projected at $2.08 billion, up 9.6% [18][19]. - Monster Beverage's consensus EPS estimate has been revised down by 1.1% in the last 30 days, resulting in an Earnings ESP of -1.72% [19][20].

Wall Street expects a year-over-year decline in earnings on higher revenues when Papa John's (PZZA) 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, which is expected to be released on August 7. On t ...

Core Viewpoint - Kontoor Brands (KTB) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 7, with a consensus EPS estimate of $0.86, reflecting a year-over-year decrease of 12.2%. Revenues are projected to be $627.5 million, which is a 3.4% increase from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial estimates during this period [4]. Earnings Surprise Prediction - The Zacks Earnings ESP (Expected Surprise Prediction) model compares the Most Accurate Estimate to the Zacks Consensus Estimate, suggesting that recent analyst revisions may provide more accurate predictions for earnings [8][7]. Earnings ESP and Zacks Rank - For Kontoor, the Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%. The stock currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Kontoor exceeded the expected earnings of $1.16 per share by delivering $1.20, resulting in a surprise of +3.45%. The company has beaten consensus EPS estimates in the last four quarters [13][14]. Market Reaction Factors - An earnings beat or miss may not solely dictate stock price movements, as other factors can influence investor sentiment. Stocks may decline despite an earnings beat or rise despite a miss due to unforeseen catalysts [15]. Investment Considerations - While Kontoor does not appear to be a strong candidate for an earnings beat, investors should consider additional factors before making investment decisions related to this stock ahead of its earnings release [17].