Company Overview - Harrow (HROW) is expected to report a year-over-year increase in earnings due to higher revenues for the quarter ended June 2025, with a consensus EPS estimate of $0.00 per share, indicating a +100% change [1][3] - Revenues are projected to be $65.32 million, reflecting a 33.5% increase from the same quarter last year [3] Earnings Expectations - The upcoming earnings report is anticipated to be released on August 11, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised down by 7.89% over the last 30 days, indicating a bearish sentiment among analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for Harrow is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1,000.01%, which complicates predictions of an earnings beat [12] - Harrow currently holds a Zacks Rank of 3, suggesting a neutral outlook [12] Historical Performance - In the last reported quarter, Harrow was expected to post earnings of $0.02 per share but instead reported a loss of -$0.38, resulting in a surprise of -2,000.00% [13] - Over the past four quarters, Harrow has beaten consensus EPS estimates two times [14] Industry Context - Aclaris Therapeutics (ACRS), another player in the Zacks Medical - Drugs industry, is expected to report a loss of $0.13 per share for the same quarter, indicating a year-over-year change of +13.3% [18] - Aclaris's revenues are expected to be $1.55 million, down 44% from the previous year, with a consensus EPS estimate revised 1.4% higher recently [19]

Core Insights - Casella Waste Systems reported a significant revenue increase in Q2, but net income fell short of expectations, leading to a decline in share price [1][2] Financial Performance - The company achieved revenue of over $465 million in Q2, representing a more than 23% increase compared to the same quarter in 2024 [4] - GAAP net income decreased to $5.2 million ($0.08 per share) from slightly over $7 million in the previous year [4] - Analysts had anticipated a much higher net income of $0.33 per share, while they underestimated revenue projections at $454 million [5] Growth Factors - Acquisitions contributed to the revenue growth, with six buyouts completed in the first half of the year [5] - Increased landfill volumes were also cited as a catalyst for the top-line growth [5] Guidance Revisions - The company raised its full-year 2025 revenue outlook to between $1.82 billion and $1.84 billion, up from just under $1.78 billion [6] - However, the guidance for GAAP net income was lowered to a range of $8 million to $18 million, down from the previous estimate of $10 million to $25 million [6]

Core Viewpoint - Lianhua Supermarket (00980) reported a net loss attributable to shareholders of approximately RMB 54.81 million for the six months ending June 30, 2024, but expects to achieve a profit of between RMB 25 million and RMB 55 million for the six months ending June 30, 2025, driven by strategic adjustments and resource optimization [1] Financial Performance - The company recorded a net loss of approximately RMB 54.81 million for the six months ending June 30, 2024 [1] - The expected profit for the six months ending June 30, 2025, is projected to be between RMB 25 million and RMB 55 million [1] Strategic Adjustments - The anticipated profitability is primarily attributed to the overall strategic planning adjustments made by the company [1] - The company plans to realize gains from the sale of subsidiary equity [1] - Resource allocation optimization is expected to contribute to the reduction of losses [1]

Core Insights - SOFI Technologies, Inc. reported strong second-quarter 2025 results with earnings and revenues exceeding expectations, yet the stock declined by 2.4% post-earnings release [1][9]. Financial Performance - Adjusted earnings per share were 8 cents, surpassing the Zacks Consensus Estimate by 33.3% and more than doubling from the previous year [2][9]. - Revenues reached $858.2 million, beating the consensus estimate by 6.6% and increasing by 43.4% year-over-year [2][9]. Segment Performance - The Financial Services segment generated net revenues of $362.5 million, more than doubling year-over-year [3]. - Revenues from the Technology Platform segment and Lending segment were $109.8 million and $443.5 million, reflecting year-over-year increases of 15% and 30%, respectively [3][9]. - The Loan Platform Business contributed $130.6 million to consolidated adjusted net revenues, with $127.4 million coming from $2.4 billion in personal loans originated for third parties [4]. Profitability Metrics - Adjusted EBITDA for Q2 was $249.1 million, an increase of 80.6% from the prior year, with an adjusted EBITDA margin of 29%, improving by 600 basis points year-over-year [5]. Balance Sheet and Cash Flow - At the end of Q2 2025, SOFI had cash and cash equivalents of $2.1 billion, down from $2.5 billion at the end of Q4 2024 [6]. Future Guidance - For full-year 2025, SOFI anticipates revenues of approximately $3.375 billion, exceeding previous guidance by $65 million, with a Zacks Consensus Estimate of $3.28 billion [7]. - Adjusted EBITDA is expected to be around $960 million, above prior guidance, representing an EBITDA margin of 28% [7]. - The company now projects EPS of approximately 31 cents, higher than previous guidance and the Zacks Consensus Estimate of 28 cents [8]. - GAAP net income is expected to be around $370 million, surpassing prior guidance [8].

Group 1 - PENN Entertainment is expected to report a year-over-year increase in earnings, with a projected quarterly loss of $0.04 per share, reflecting a change of +77.8% [3][12] - Revenues for PENN are anticipated to be $1.73 billion, which is a 4.3% increase from the same quarter last year [3] - The consensus EPS estimate has been revised 8.61% lower over the last 30 days, indicating a reassessment by analysts [4] Group 2 - The Zacks Earnings ESP for PENN is +23.32%, suggesting a bullish outlook from analysts regarding the company's earnings prospects [12] - The stock currently holds a Zacks Rank of 3, indicating a hold position [12] - Historically, PENN has beaten consensus EPS estimates three out of the last four quarters, with a recent surprise of +13.79% [13][14] Group 3 - Super Group (SGHC) Limited, another player in the gaming industry, is expected to report earnings per share of $0.13, representing a year-over-year change of +62.5% [18] - Revenues for Super Group are projected to be $503 million, up 12.7% from the previous year [18] - The consensus EPS estimate for Super Group has been revised 16.7% lower over the last 30 days, with an Earnings ESP of 0% [19]

Core Insights - F5, Inc. (FFIV) shares increased by 7.7% after reporting better-than-expected third-quarter results for fiscal 2025, along with an optimistic guidance for the full fiscal year [1] Financial Performance - F5 reported non-GAAP earnings of $4.16 per share, exceeding the Zacks Consensus Estimate by 19.2% and management's guidance of $3.41-$3.53, marking a 23.8% year-over-year increase [2][9] - Revenues for the third quarter reached $780 million, surpassing the consensus mark by 3.6% and showing a 12.2% year-over-year growth, also exceeding management's guidance of $740-$760 million [2][9] Revenue Breakdown - Product revenues, accounting for 49.8% of total revenues, rose 26% year-over-year to $389 million, driven by a 39% increase in Systems revenues to $181 million and a 16% increase in Software revenues to $208 million [3][4][5][9] - Global Services revenues, making up 50.2% of total revenues, grew 1% year-over-year to $392 million [5] Profitability Metrics - Non-GAAP gross profit increased by 12.3% year-over-year to $649 million, with a gross margin of 83.1% [6] - Non-GAAP operating income rose 14.6% to $267 million, with an operating margin improvement of 90 basis points to 34.3% [6] Balance Sheet and Cash Flow - F5 ended the quarter with cash and short-term investments of $1.44 billion, up from $1.26 billion in the previous quarter [7] - The company generated an operating cash flow of $282 million during the quarter and $742 million in the first nine months of fiscal 2025 [7] - F5 repurchased shares worth $125 million in the fiscal third quarter and $377 million in the first nine months of fiscal 2025 [7] Guidance and Future Outlook - F5 raised its fiscal 2025 revenue growth forecast to approximately 9% at the midpoint, up from the previous projection of 6.5-7.5% [8] - The Zacks Consensus Estimate for fiscal 2025 revenues is $3.02 billion, indicating a year-over-year growth of 7.3% [8] - For the fourth quarter of fiscal 2025, F5 expects revenues between $780 million and $800 million, with a consensus estimate of $770.6 million [10]

Company Performance - TransMedics reported quarterly earnings of $0.92 per share, exceeding the Zacks Consensus Estimate of $0.48 per share, and up from $0.35 per share a year ago, representing an earnings surprise of +91.67% [1] - The company posted revenues of $157.37 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 6.79%, compared to $114.31 million in the same quarter last year [2] - Over the last four quarters, TransMedics has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Stock Performance - TransMedics shares have increased approximately 68.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $139.52 million, and for the current fiscal year, it is $1.89 on revenues of $580.37 million [7] Industry Outlook - The Medical - Instruments industry, to which TransMedics belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of TransMedics' stock may be influenced by the overall outlook for the industry, as research shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Guardant Health (GH) came out with a quarterly loss of $0.44 per share versus the Zacks Consensus Estimate of a loss of $0.52. This compares to a loss of $0.48 per share a year ago. These figures are adjusted for non- recurring items. While Guardant Health has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earning ...

Confluent shares have lost about 3.5% since the beginning of the year versus the S&P 500's gain of 8.3%. What's Next for Confluent? While Confluent has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), bu ...

Financial Performance - Sage Therapeutics reported a quarterly loss of $0.79 per share, better than the Zacks Consensus Estimate of a loss of $0.96, and an improvement from a loss of $1.7 per share a year ago, representing an earnings surprise of +17.71% [1] - The company posted revenues of $31.66 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 80.91%, compared to revenues of $8.65 million in the same quarter last year [2] - Over the last four quarters, Sage Therapeutics has surpassed consensus revenue estimates two times [2] Stock Performance - Sage Therapeutics shares have increased approximately 60.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.3% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.79 on revenues of $26.88 million, and for the current fiscal year, it is -$3.65 on revenues of $82.09 million [7] Industry Outlook - The Medical - Biomedical and Genetics industry, to which Sage Therapeutics belongs, is currently ranked in the top 37% 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 the industry outlook can significantly impact stock performance [5][8]