Core Viewpoint - Analysts expect Palo Alto Networks (PANW) to report quarterly earnings of $0.88 per share, reflecting a year-over-year increase of 17.3%, with revenues projected at $2.5 billion, up 14.2% from the previous year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has been revised upward by 1.2% over the past 30 days, indicating a collective reassessment by analysts [1] - Revenue from 'Product' is expected to reach $553.40 million, representing a 15.2% increase from the prior year [4] - Revenue from 'Subscription and support' is projected to be $1.95 billion, indicating a 13.9% year-over-year change [4] Group 2: Detailed Revenue Breakdown - 'Subscription and support - Support' revenue is estimated at $625.85 million, reflecting a 7.6% increase from the previous year [5] - The consensus for 'Subscription revenue' stands at $1.32 billion, showing a year-over-year change of 17% [5] Group 3: Profitability Metrics - Analysts estimate 'Remaining Performance Obligation (RPO)' to reach $15.26 billion, up from $12.70 billion in the same quarter last year [6] - 'Product gross profit Non-GAAP' is projected at $435.03 million, compared to $378.70 million in the prior year [6] - 'Subscription and support gross profit Non-GAAP' is expected to be $1.50 billion, up from $1.30 billion year-over-year [7] Group 4: GAAP Profit Estimates - 'Subscription and support gross profit GAAP' is anticipated to reach $1.43 billion, compared to $1.24 billion in the same quarter last year [7] - 'Product gross profit GAAP' is estimated at $422.66 million, up from $375.80 million in the prior year [8] Group 5: Market Performance - Palo Alto shares have decreased by 8.8% over the past month, contrasting with the S&P 500 composite's increase of 3.1% [8] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [8]

Core Viewpoint - Analysts project that Nice (NICE) will report quarterly earnings of $2.99 per share, reflecting a year-over-year increase of 13.3%, with revenues expected to reach $713.92 million, a 7.5% increase from the same quarter last year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 0.2% in the past 30 days, indicating a reassessment by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts expect 'Revenue by Business Model- Cloud' to be $539.96 million, indicating a year-over-year change of +12.1% [5]. - The estimated 'Revenue by Business Model- Services' is projected at $142.15 million, reflecting a year-over-year decline of -3.7% [5]. - 'Revenue by Business Model- Product' is anticipated to be $31.80 million, suggesting a year-over-year decrease of -9.4% [5]. Geographic Revenue Projections - 'Geographic Revenues- Americas' are expected to reach $603.87 million, showing a year-over-year increase of +7.5% [6]. - 'Geographic Revenues- Asia Pacific' is projected at $39.19 million, indicating a significant year-over-year increase of +18.7% [6]. - 'Geographic Revenues- EMEA' is estimated to be $72.11 million, reflecting a year-over-year change of +3% [6]. Stock Performance - Over the past month, shares of Nice have decreased by -4%, while the Zacks S&P 500 composite has increased by +2.7% [7]. - Nice currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7].

Group 1 - The upcoming report from Global-e Online Ltd. (GLBE) is expected to show quarterly earnings of $0.02 per share, reflecting a 115.4% increase year over year [1] - Analysts forecast revenues of $207.47 million for the quarter, indicating a year-over-year increase of 23.5% [1] - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, suggesting stability in analysts' projections [1] Group 2 - Analysts project 'Revenue by Category - Fulfillment services' to reach $112.79 million, representing a year-over-year change of +31.5% [4] - The estimate for 'Revenue by Category - Service fees' is expected to be $94.68 million, indicating a year-over-year change of +15.1% [4] - Gross Merchandise Value is forecasted to reach $1.40 billion, up from $1.08 billion reported in the same quarter of the previous year [5] Group 3 - Globale Online shares have increased by 5.2% in the past month, outperforming the Zacks S&P 500 composite, which moved up by 1.9% [5] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [5]

Core Insights - The upcoming earnings report for Madison Square Garden Entertainment (MSGE) is projected to show a quarterly loss of -$0.63 per share, reflecting a significant decline of 144.7% year-over-year [1] - Analysts forecast total revenues of $155.01 million, indicating a year-over-year decrease of 16.7% [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 2.7% in the last 30 days, indicating a reassessment by covering analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3] Revenue Projections - Analysts expect total revenues from contracts with customers to be approximately $149.94 million, representing a year-over-year decline of 15.6% [5] - Food, beverage, and merchandise revenues are estimated to reach $25.09 million, indicating a significant year-over-year drop of 27.7% [5] - The consensus estimate for arena license fees and other leasing revenue stands at $5.04 million, reflecting a year-over-year change of -40.6% [6] Market Performance - Over the past month, MSG Entertainment shares have declined by 2.8%, contrasting with the Zacks S&P 500 composite's increase of 1.9% [6] - MSGE holds a Zacks Rank of 4 (Sell), suggesting it is likely to underperform the overall market in the near term [6]

In its upcoming report, Elanco Animal Health Incorporated (ELAN) is predicted by Wall Street analysts to post quarterly earnings of $0.20 per share, reflecting a decline of 33.3% compared to the same period last year. Revenues are forecasted to be $1.19 billion, representing a year-over-year increase of 0.1%. Over the last 30 days, there has been an upward revision of 1.5% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsider ...

In its upcoming report, Telephone & Data Systems (TDS) is predicted by Wall Street analysts to post quarterly loss of -$0.01 per share, reflecting an increase of 92.3% compared to the same period last year. Revenues are forecasted to be $1.17 billion, representing a year-over-year decrease of 5.7%. The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projec ...

Core Insights - Texas Roadhouse (TXRH) is projected to announce quarterly earnings of $1.95 per share, reflecting an 8.9% year-over-year increase, with revenues expected to reach $1.5 billion, a 12.1% increase from the same quarter last year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.3%, indicating analysts' reassessment of their initial forecasts [2]. - Revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Projections - Analysts predict 'Revenue - Restaurant and other sales' will reach $1.50 billion, marking a 12.3% year-over-year increase [5]. - The estimate for 'Revenue - Franchise royalties and fees' is set at $8.10 million, indicating a 7.2% year-over-year increase [5]. Comparable Sales Growth - 'Comparable restaurant sales growth - Company restaurants' is forecasted to be 5.5%, down from 9.3% in the previous year [5]. - 'Franchise-owned restaurants - Comparable restaurant sales growth' is expected to be 5.1%, compared to 6.6% in the same quarter last year [6]. Restaurant Metrics - The total number of 'Restaurants at the end - Total' is projected to be 800, up from 762 year-over-year [6]. - 'Restaurants at the end - Company - Total' is estimated to reach 697, compared to 650 last year [7]. - 'Restaurants at the end - Company - Texas Roadhouse' is expected to be 636, up from 594 year-over-year [7]. Additional Metrics - The consensus for 'Restaurants at the end - Company - Bubba's 33' is 52, compared to 48 last year [8]. - 'Store weeks - Franchise restaurants' is projected to be 1,358, down from 1,389 year-over-year [8]. - 'Store weeks - Company restaurants' is expected to reach 8,964, an increase from 8,408 in the same quarter last year [9]. - The estimate for 'Restaurants at the end - Franchise - Total' stands at 105, down from 112 year-over-year [9]. Stock Performance - Over the past month, Texas Roadhouse shares have recorded a return of -0.7%, while the Zacks S&P 500 composite has changed by +1% [9].

Wall Street analysts expect Somnigroup International (SGI) to post quarterly earnings of $0.51 per share in its upcoming report, which indicates a year-over-year decline of 19.1%. Revenues are expected to be $1.88 billion, up 52.2% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Before a company r ...

Core Insights - Wall Street analysts expect Bentley Systems, Incorporated (BSY) to report quarterly earnings of $0.29 per share, reflecting a year-over-year decline of 6.5% [1] - Revenue projections stand at $363.09 million, indicating a 9.9% increase from the same quarter last year [1] Earnings Projections - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [2] Revenue Estimates - Analysts forecast 'Revenues- Subscriptions and licenses' to reach $344.96 million, representing an 11.9% year-over-year increase [4] - 'Revenues- Services' are expected to be $19.30 million, showing a decline of 12.4% year-over-year [4] - The average prediction for 'Revenues- Subscriptions' is $334.07 million, indicating a 12.3% increase year-over-year [4] Additional Revenue Metrics - 'Revenues- Perpetual licenses' are projected at $11.64 million, reflecting a 7.2% year-over-year increase [5] - The consensus estimate for total revenue year-over-year growth is 9.9%, down from 11.3% in the previous year [5] - Estimated 'Annualized Recurring Revenues (ARR)' is projected at $1.35 billion, up from $1.22 billion in the same quarter last year [5] Subscription Growth - 'Revenue - Subscriptions - YoY growth' is expected to be 12.3%, compared to 14.7% in the same quarter last year [6] - Over the past month, Bentley Systems shares have increased by 4.3%, outperforming the Zacks S&P 500 composite's 1% change [6] - The company holds a Zacks Rank 3 (Hold), suggesting performance in line with the overall market [6]

Core Viewpoint - The upcoming earnings report from Jones Lang LaSalle (JLL) is anticipated to show significant growth in earnings per share and revenue compared to the previous year, indicating a positive outlook for the company. Financial Performance - JLL is expected to report quarterly earnings of $3.20 per share, reflecting a 25.5% increase year-over-year [1] - Analysts forecast revenues of $6.11 billion, representing an 8.5% increase compared to the same period last year [1] Earnings Projections - There has been a 0.2% upward revision in the consensus EPS estimate over the past 30 days, indicating analysts have adjusted their projections positively [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates by Segment - Revenue from Total Investment Management is projected to reach $104.80 million, a 2.2% increase year-over-year [5] - Revenue from Leasing Advisory / Markets Advisory is estimated at $667.26 million, indicating a significant decline of 38.2% from the previous year [5] - Revenue from Capital Markets is expected to be $498.67 million, reflecting a 9% increase year-over-year [6] - Revenue from Capital Markets - Loan Servicing is projected at $43.59 million, a 5% increase from the prior year [6] - Revenue from Capital Markets - Value and Risk Advisory is estimated at $95.85 million, showing a slight increase of 0.1% [6] - Revenue from Capital Markets - Investment Sales, Debt/Equity Advisory and Other is expected to be $359.57 million, indicating a 12.3% increase year-over-year [7] - Revenue from Software & Technology Solutions is projected at $58.02 million, a 2.9% increase from the prior year [8] - Revenue from Leasing Advisory / Markets Advisory - Leasing is expected to reach $644.81 million, reflecting a 4.2% increase [8] - Revenue from Real Estate Management Services - Workplace Management is projected at $242.68 million, indicating a drastic decline of 92% [9] - Revenue from Real Estate Management Services - Project Management is expected to be $249.44 million, reflecting a 68.4% decrease year-over-year [10] Stock Performance - Over the past month, JLL shares have returned +4.6%, outperforming the Zacks S&P 500 composite's +1% change [11] - JLL currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [11]