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What Analyst Projections for Key Metrics Reveal About Smucker (SJM) Q1 Earnings
ZACKSยท 2025-08-22 14:15
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short- term price performance of a stock. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.7% to its current level. This demonstrates the ...
Stay Ahead of the Game With MongoDB (MDB) Q2 Earnings: Wall Street's Insights on Key Metrics
ZACKSยท 2025-08-21 14:16
Analysts forecast 'Revenue- Subscription' to reach $537.49 million. The estimate indicates a year-over-year change of +15.9%. Based on the collective assessment of analysts, 'Revenue- Subscription - MongoDB Atlas-related' should arrive at $419.99 million. The estimate points to a change of +23.6% from the year-ago quarter. Analysts expect 'Revenue- Subscription - Other subscription' to come in at $113.66 million. The estimate indicates a change of -8.4% from the prior-year quarter. Ahead of a company's earn ...
Heico (HEI) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKSยท 2025-08-20 14:16
The upcoming report from Heico Corporation (HEI) is expected to reveal quarterly earnings of $1.12 per share, indicating an increase of 15.5% compared to the year-ago period. Analysts forecast revenues of $1.11 billion, representing an increase of 12.2% year over year. Over the last 30 days, there has been an upward revision of 0.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the ...
What Analyst Projections for Key Metrics Reveal About Canadian Solar (CSIQ) Q2 Earnings
ZACKSยท 2025-08-19 14:15
Analysts forecast 'CSI Solar Revenues- Solar system kits' to reach $236.75 million. The estimate indicates a change of +106.1% from the prior-year quarter. Analysts predict that the 'CSI Solar Revenues- Battery storage solutions' will reach $354.88 million. The estimate indicates a change of +57.2% from the prior-year quarter. In its upcoming report, Canadian Solar (CSIQ) is predicted by Wall Street analysts to post quarterly earnings of $0.76 per share, reflecting an increase of 3700% compared to the same ...
Walmart (WMT) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKSยท 2025-08-18 14:15
Core Insights - Analysts project Walmart (WMT) will announce quarterly earnings of $0.73 per share, a 9% increase year over year, with revenues expected to reach $175.51 billion, reflecting a 3.6% increase from the same quarter last year [1] Earnings Estimates - 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 performance [2] Revenue Projections - Analysts predict 'Revenues- Membership and other income' will reach $1.70 billion, indicating an 8.4% year-over-year change [4] - 'Net Sales- Walmart U.S.' is expected to reach $119.96 billion, reflecting a 4% increase from the prior-year quarter [4] - 'Revenues- Net Sales' is projected to be $173.88 billion, marking a 3.6% increase from the prior-year quarter [4] - 'Net Sales- Walmart International' is forecasted to reach $30.13 billion, indicating a 1.9% increase from the year-ago quarter [5] Comparable Store Sales - U.S. comparable store sales (YoY change) for Sam's Club (without fuel impact) is estimated at 4.9%, down from 5.2% in the previous year [6] - U.S. comparable store sales (YoY change) for Walmart U.S. (without fuel impact) is expected to be 4.0%, slightly down from 4.2% in the same quarter last year [6] - Total U.S. comparable store sales (YoY change) is projected at 4.2%, down from 4.3% in the previous year [7] Store Metrics - The number of stores for Sam's Club is expected to reach 602, up from 599 in the same quarter last year [7] - The estimated net square footage for Total is projected at 1,061 million square feet, an increase from 1,049 million square feet in the same quarter last year [8] - The net square footage for Sam's Club is expected to reach 81 million square feet, up from 80 million square feet in the previous year [8] - The consensus estimate for the number of stores internationally stands at 5,615, compared to 5,414 in the previous year [9] Stock Performance - Walmart shares have shown a return of +5.2% over the past month, outperforming the Zacks S&P 500 composite's +3.5% change, indicating a positive outlook for the stock [10]
LDOS or NOW: Which Is the Better Value Stock Right Now?
ZACKSยท 2025-08-15 16:40
Core Viewpoint - Investors are evaluating Leidos (LDOS) and ServiceNow (NOW) for potential undervalued stock opportunities, with LDOS currently appearing as the more favorable option based on various valuation metrics [1][7]. Valuation Metrics - LDOS has a forward P/E ratio of 16.12, significantly lower than NOW's forward P/E of 50.67, indicating that LDOS may be undervalued relative to its earnings potential [5]. - The PEG ratio for LDOS is 2.10, while NOW's PEG ratio is slightly higher at 2.13, suggesting that LDOS offers a better balance between price and expected earnings growth [5]. - LDOS has a P/B ratio of 4.86 compared to NOW's P/B of 16.19, further supporting the argument that LDOS is more attractively valued [6]. Zacks Rank and Value Grades - LDOS holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to recent estimate revisions, while NOW has a Zacks Rank of 3 (Hold) [3]. - In terms of value grades, LDOS has a Value grade of B, whereas NOW has a Value grade of F, highlighting LDOS's stronger position in terms of value investing metrics [6]. Conclusion - Based on stronger estimate revision activity and more attractive valuation metrics, LDOS is positioned as the superior choice for value investors compared to NOW [7].
Stay Ahead of the Game With TJX (TJX) Q2 Earnings: Wall Street's Insights on Key Metrics
ZACKSยท 2025-08-15 14:15
Core Viewpoint - TJX is expected to report quarterly earnings of $1.01 per share, a 5.2% increase year-over-year, with revenues projected at $14.07 billion, reflecting a 4.5% year-over-year growth [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised down by 0.2%, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue and Sales Projections - Analysts predict 'Net Sales- Marmaxx' will reach $8.79 billion, a 4.1% increase from the previous year [5]. - 'Net Sales- TJX International' is expected to be $1.76 billion, indicating a 5.1% year-over-year change [5]. - 'Net Sales- TJX Canada' is projected at $1.30 billion, reflecting a 4.6% increase year-over-year [5]. - 'Net Sales- HomeGoods' is estimated at $2.24 billion, a 6.5% increase from the year-ago quarter [6]. Comparable Store Sales - The consensus for 'Comparable store sales (YoY change) - Total' is 3.2%, down from 4.0% reported in the same quarter last year [6]. - For 'Comparable store sales (YoY change) - Marmaxx', the estimate is 2.5%, compared to 5.0% in the same quarter last year [7]. Store Expansion - Analysts forecast 41 new stores, up from 29 in the previous year [7]. - The total number of stores is expected to reach 5,162, compared to 5,001 a year ago [7]. - The number of stores for 'U.S. - T.J. Maxx' is projected at 1,343, compared to 1,326 last year [8]. - For 'U.S. - Marshalls', the estimate is 1,239, up from 1,204 in the previous year [8]. Market Performance - TJX shares have returned +8.8% over the past month, outperforming the Zacks S&P 500 composite's +3.3% change [9].
Exploring Analyst Estimates for Lowe's (LOW) Q2 Earnings, Beyond Revenue and EPS
ZACKSยท 2025-08-15 14:15
Core Viewpoint - Lowe's is expected to report quarterly earnings of $4.24 per share, a 3.4% increase year-over-year, with revenues projected at $23.99 billion, reflecting a 1.7% year-over-year increase [1] Earnings Estimates - The consensus EPS estimate has been revised 0.2% lower over the last 30 days, indicating a collective reevaluation by 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 - Analysts forecast the total number of stores for Lowe's to reach 1,752, up from 1,746 a year ago [4] - The consensus estimate for total sales floor square footage is 195.42 million, compared to 195.00 million the previous year [5] - The average store size selling square feet is expected to remain at 112.00 thousand, unchanged from the year-ago figure [5] Stock Performance - Lowe's shares have increased by 15.8% in the past month, outperforming the Zacks S&P 500 composite, which moved up by 3.3% [5] - With a Zacks Rank of 3 (Hold), Lowe's is anticipated to mirror overall market performance in the near future [5]
Zscaler (ZS) Stock Sinks As Market Gains: Here's Why
ZACKSยท 2025-08-14 22:46
Company Overview - Zscaler (ZS) ended the recent trading session at $270.99, showing a -2.44% change from the previous day's closing price, underperforming the S&P 500's daily gain of 0.03% [1] - Over the past month, Zscaler's shares have depreciated by 3.47%, while the Computer and Technology sector gained 6.37% and the S&P 500 gained 3.46% [1] Earnings Projections - The upcoming earnings release is scheduled for September 2, 2025, with projected earnings of $0.8 per share, indicating a year-over-year decline of 9.09% [2] - Revenue for the same quarter is estimated at $706.19 million, reflecting a 19.11% rise from the equivalent quarter last year [2] Full Year Estimates - For the full year, Zacks Consensus Estimates project earnings of $3.18 per share and revenue of $2.66 billion, representing changes of -0.31% and 0% from the prior year, respectively [3] - Recent changes to analyst estimates for Zscaler may indicate shifting business dynamics, with positive revisions reflecting analyst optimism [3][4] Valuation Metrics - Zscaler has a Forward P/E ratio of 77.89, which is a premium compared to the industry average Forward P/E of 63.15 [6] - The company has a PEG ratio of 5.4, indicating a higher valuation relative to its expected earnings growth rate, compared to an average PEG ratio of 2.63 at the previous closing price [6] Industry Context - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 97, placing it in the top 40% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]
Insights Into Home Depot (HD) Q2: Wall Street Projections for Key Metrics
ZACKSยท 2025-08-14 14:16
Core Viewpoint - Analysts project that Home Depot will report quarterly earnings of $4.71 per share, reflecting a year-over-year increase of 0.9%, with revenues expected to reach $45.51 billion, a 5.4% increase from the same quarter last year [1]. Earnings Estimates - Over the last 30 days, there has been a downward revision of 0.1% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by covering analysts [2]. - Revisions to earnings estimates are significant indicators for predicting potential investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Key Metrics Projections - Analysts predict that the 'Number of stores - Retail' will reach 2,353, up from 2,340 in the same quarter last year [5]. - The estimated 'Number of customer transactions - Retail' is projected to be 460.54 million, compared to 451.00 million in the same quarter last year [5]. - The 'Average ticket - Retail' is expected to be $89.92, an increase from $88.90 in the same quarter last year [6]. Stock Performance - Home Depot shares have experienced a change of +13.9% in the past month, outperforming the +3.5% move of the Zacks S&P 500 composite [6].