Core Viewpoint - Analysts project Novartis (NVS) will report quarterly earnings of $2.26 per share, reflecting a 9.7% year-over-year increase, with revenues expected to reach $13.9 billion, an 8.4% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1][2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [2]. Revenue Projections - Analysts expect 'Revenues- Oncology- Tafinlar + Mekinist- Total' to be $555.75 million, a 4.1% increase year-over-year [4]. - 'Revenues- Net sales to third parties' are projected to reach $14.07 billion, indicating a 9.8% year-over-year change [4]. - 'Revenues- Oncology- Kisqali- Total' is estimated at $1.29 billion, reflecting a significant 64.2% year-over-year increase [4]. Specific Revenue Metrics - 'Revenues- Immunology- Cosentyx- Total' is expected to reach $1.72 billion, a 1.9% increase from the prior year [5]. - 'Revenues- Oncology- Tasigna- US' is projected at $119.43 million, showing a decline of 47.2% year-over-year [5]. - 'Revenues- Oncology- Promacta/Revolade- US' is estimated at $180.08 million, indicating a 41.2% decrease from the year-ago quarter [5]. Additional Revenue Insights - 'Revenues- Immunology- Cosentyx- US' is expected to be $990.42 million, a slight decrease of 0.3% year-over-year [6]. - 'Revenues- Cardiovascular- Entresto- US' is projected at $927.94 million, reflecting a 1.8% increase from the previous year [6]. - 'Revenues- Oncology- Tasigna- ROW' is estimated at $149.03 million, indicating a 22.8% decline year-over-year [7]. - 'Revenues- Oncology- Tafinlar + Mekinist- ROW' is expected to reach $320.55 million, a 4.4% increase year-over-year [7]. - 'Revenues- Oncology- Promacta/Revolade- ROW' is projected at $267.72 million, reflecting a 1.8% increase [7]. - 'Revenues- Immunology- Cosentyx- ROW' is expected to be $734.58 million, indicating a 4.9% increase from the prior year [8]. Stock Performance - Novartis shares have increased by 6.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.2% increase [8].

Core Insights - Wall Street analysts expect Logitech to report quarterly earnings of $1.22 per share, reflecting a year-over-year increase of 1.7% and revenues of $1.17 billion, up 5.1% from the previous year [1] Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] Key Metrics Projections - Analysts predict 'Net Sales- Pointing Devices' to reach $201.71 million, a change of +3% year-over-year [4] - 'Net Sales- Keyboards & Combos' are expected to be $216.87 million, indicating a +3.3% change from the prior year [4] - 'Net Sales- Webcams' are projected at $88.19 million, reflecting a +9.9% change year-over-year [4] - 'Net Sales- Headsets' are estimated at $48.37 million, showing a +3.1% change from the previous year [5] - 'Net Sales- Video Collaboration' is forecasted to reach $172.64 million, indicating an +8.1% change year-over-year [5] - 'Net Sales- Gaming' is expected to be $321.00 million, reflecting a +6.8% change from the prior year [5] - 'Net Sales- Other' is projected at $32.00 million, indicating a year-over-year change of -14.1% [6] - 'Net Sales- Tablet Accessories' are expected to reach $92.30 million, reflecting a +7.8% change year-over-year [6] Stock Performance - Logitech shares have increased by +0.7% in the past month, compared to the Zacks S&P 500 composite's +0.2% [6] - With a Zacks Rank 3 (Hold), Logitech is expected to closely follow overall market performance in the near term [6]

CONCLUDED Tesla's Earnings Disappointed. It's All About the Future. Last Updated: Updated 1 day ago Tesla Misses Earnings Estimates Despite Record EV Sales. The Stock Is Down. Topics Memberships Subscribe to Barron's Tools Customer Service By Al Root (RAMON VAN FLYMEN/ANP/AFP/Getty Image) Tesla on Wednesday reported relatively disappointing third-quarter results, despite delivering a record number of electric vehicles for the period. The EV maker reported an operating profit of $1.6 billion and adjusted ear ...

Company Overview - American Electric Power Company, Inc. (AEP) has a market capitalization of $63 billion and operates as an electric public utility company, generating, transmitting, and distributing electricity for retail and wholesale customers [1] - The company is based in Columbus, Ohio, and utilizes a mix of coal, lignite, natural gas, and renewable energy sources, including nuclear, hydro, solar, and wind energy [1] Earnings Expectations - AEP is scheduled to announce its fiscal Q3 earnings for 2025 on October 29, with analysts expecting a profit of $1.80 per share, which represents a 2.7% decrease from $1.85 per share in the same quarter last year [2] - For fiscal 2025, analysts project AEP's profit to be $5.89 per share, reflecting a 4.8% increase from $5.62 per share in fiscal 2024, with further growth expected to $6.28 per share in fiscal 2026, a 6.6% year-over-year increase [3] Recent Performance - AEP's shares have increased by 16.5% over the past 52 weeks, outperforming the S&P 500 Index's return of 15.2% and the Utilities Select Sector SPDR Fund's rise of 10.7% during the same period [4] - Following the release of better-than-expected Q2 results, AEP's shares rose by 3.7% on July 30, with revenue increasing by 11.1% year-over-year to $5.1 billion, surpassing consensus estimates by 3% [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for AEP, with 19 analysts covering the stock: six recommend "Strong Buy," one suggests "Moderate Buy," 11 advise "Hold," and one indicates a "Strong Sell" [6] - The mean price target for AEP is set at $120.32, indicating a potential upside of 3.2% from current levels [6]

Core Insights - The Oils-Energy sector experienced contrasting trends in Q3 2025, with crude oil prices declining due to oversupply and global economic concerns, while natural gas prices surged amid tighter supply and geopolitical tensions [1][2][3] Oil Market Overview - Crude oil prices fell significantly, with West Texas Intermediate averaging $65.74 per barrel, a 14% decrease from $76.24 in Q3 2024, primarily due to OPEC+ producers increasing output by over 1.3 million barrels per day [2] - Factors contributing to the decline included U.S.-China trade tensions, renewed tariff threats on Indian imports, and weaker industrial demand expectations [2] - President Trump's policies aimed at controlling inflation by keeping energy costs low further pressured oil prices, alongside the International Energy Agency's forecasts of slowing global consumption [2] Natural Gas Market Overview - In contrast, natural gas prices rose sharply, with the Henry Hub spot price averaging $3.03 per million British thermal units (MMBtu), a 44% increase from $2.11 per MMBtu in Q3 2024 [3] - This increase was driven by supply disruptions and strong demand, particularly due to tight global LNG trade and Middle East supply interruptions following geopolitical conflicts [3] - U.S. gas inventories remained below five-year averages, and high LNG export volumes to Europe and Asia contributed to a balanced domestic supply at lower levels [3] Earnings Outlook for the Energy Sector - The Oils-Energy sector is projected to see a 6.7% year-over-year decline in Q3 earnings, an improvement from the 16.9% contraction in Q2 but still lagging behind the broader market [4][5] - Only 4% of S&P 500 energy companies have reported earnings so far, showing a mixed performance with a 100% beat rate on EPS but 0% on revenues, indicating ongoing top-line pressures [4] - In comparison, the broader S&P 500 is expected to deliver 6.5% earnings growth, highlighting the energy sector's struggles [5] Sector Challenges - The energy sector faces multifaceted challenges, including volatile commodity prices, shifting global demand, and persistent margin pressures [6] - Net margins are expected to remain under pressure, contributing to the earnings decline, while other sectors like Aerospace, Finance, and Technology are experiencing strong growth [6] Investment Considerations - The divergence in sector performance emphasizes the need for selective investing, with a focus on operational efficiency, cost discipline, and strategic positioning among companies with diversified energy exposure or stronger natural gas portfolios [7][8]

Core Insights - The credit card and payments company has raised its full-year guidance for revenue and earnings-per-share growth [1] Group 1 - The company is optimistic about its financial performance, indicating a positive outlook for the remainder of the year [1]

Market Overview - The markets are exhibiting mixed signals of risk and optimism, with concerns about future actions over the next quarter [1] - The market is described as stretched and narrow, with increased risks from fiscal, geopolitical, and earnings perspectives [1] - Recent market highs occurred during a government shutdown, highlighting ongoing fiscal issues, while gold prices are also reaching new highs [1] Earnings Trends - Earnings estimates for tech, communications services, and financial sectors have increased since July, indicating potential investment opportunities [2] - The previous earnings season demonstrated resilience among US corporations, justifying some valuations, particularly for larger, high-growth companies [2] - The upcoming earnings season is critical, as earnings and cash flow must validate current valuations, especially for major index constituents [2] Stock Recommendations - Kenvue Inc. (NYSE:KVUE) has an average volume of 26.632 million and an average upside potential of 25.19%, but recent price target reductions by JPMorgan and Citi indicate a challenging outlook due to weak consumer demand [8][9] - Carnival Corporation & plc (NYSE:CCL) has an average volume of 19.622 million and an average upside potential of 25.82%, with recent record Q3 results and raised full-year net income guidance reflecting strong demand and revenue visibility [11][12][13]

Was Friday's air pocket a oneanddone dip or did it open the way for a more choppy phase of this three-year bull market. Let's ask New Edge Wealth Chief Investment Officer Cameron Dawson. Cameron, good to see you here. Good to see you.So, let's do some tape reading, I guess. How are we thinking about this. We had this unusually calm, steady climb toward all-time highs.We finally get barely a 3% pullback. And now the market is kind of trading in that range, indecisive. Yeah, we've been stuck just within that ...

Core Viewpoint - American Express is expected to report strong third-quarter financial results, with analysts anticipating revenue growth and earnings per share increase compared to the previous year [1][2]. Earnings Estimates - Analysts predict third-quarter revenue of $18.05 billion, an increase from $16.64 billion in the same quarter last year [1]. - Expected earnings per share for the third quarter is $4.00, up from $3.49 in the previous year [2]. Analyst Ratings and Price Targets - Truist Securities analyst Brian Foran maintains a Buy rating with a price target of $375, noting mixed reviews for the refreshed Platinum card but potential upside based on user surveys [3]. - Other analysts have also raised their price targets: UBS from $330 to $340, JPMorgan from $343 to $355, Barclays from $297 to $336, Keefe, Bruyette & Woods from $371 to $394, and Evercore ISI Group from $330 to $365 [8]. Key Items to Watch - Analysts will focus on the company's recent upgrades, including higher perks and fees, and their impact on demand and potential customer churn [4][5]. - The demographic shift towards Millennials and Gen Z, who now represent approximately 35% of U.S. consumer spending for the company, is a significant factor [5]. Financial Performance Indicators - In the second quarter, American Express reported a 9% year-over-year increase in revenue, net of interest expense, and a 7% increase in Card Member spending to $416.3 billion [6]. - The International Card Services segment saw a 14.5% year-over-year increase, while Global Merchant and Network Services revenue rose by 3.2% [7]. - The company's expenses increased by 14% year-over-year in the second quarter, and analysts will be looking for revenue growth to outpace these cost increases [7]. Company Holdings and Market Impact - American Express is a significant holding for Berkshire Hathaway, comprising about 16.7% of its investment portfolio [9]. - The company's quarterly results could influence the Dow Jones Industrial Average, as it is one of the largest holdings in the index [10]. Stock Performance - As of Wednesday, American Express stock traded at $333.02, with a year-to-date increase of 11.6% in 2025 [10].

Core Viewpoint - Bloomin' Brands (BLMN) is currently rated as a Zacks Rank 5 (Strong Sell) despite recently reporting a solid earnings beat, leading to a stock sell-off [1] Company Overview - Bloomin' Brands, Inc. is involved in the acquisition, operation, design, and development of restaurant concepts, operating in both U.S. and International segments [2] - The U.S. segment includes operations in the USA and Puerto Rico, while the International segment operates in Brazil, South Korea, Hong Kong, and China [2] - The company's brands include Outback Steakhouse, Carrabba's Italian Grill, Bonefish Grill, and Fleming's Prime Steakhouse and Wine Bar [2] Earnings History - The company has consistently beaten the Zacks Consensus Estimate in the last four quarters, which typically indicates effective management communication with the market [4] - In the most recent quarter, Bloomin' Brands reported an EPS of $0.33, surpassing the consensus estimate of $0.28, resulting in a positive earnings surprise of 17% [5] Earnings Estimates - Recent trends show a decline in annual earnings estimates for Bloomin' Brands, with the current fiscal year consensus dropping from $1.06 to $1.03 over the last 60 days [6] - The next fiscal year's estimate has also decreased from $1.02 to $0.98 during the same period, contributing to the stock's Zacks Rank of 5 (Strong Sell) [6] - A broader trend indicates that many stocks within the Zacks universe are experiencing negative earnings estimate revisions, leading to a similar ranking [7]