Core Viewpoint - Wall Street analysts predict that RE/MAX (RMAX) will report a quarterly earnings per share (EPS) of $0.28, reflecting a year-over-year decline of 6.7%, with revenues expected to be $71.25 million, a decrease of 1.7% compared to the same quarter last year [1]. Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [2]. Key Metrics Overview - Analysts forecast 'Revenue- Marketing Funds fees' at $17.85 million, indicating a decline of 4.3% from the prior-year quarter [4]. - 'Revenue- Continuing franchise fees' is expected to be $28.41 million, reflecting a decrease of 4.6% year-over-year [4]. - 'Revenue- Franchise sales and other revenue' is projected to reach $4.64 million, showing an increase of 2.5% from the previous year [4]. - 'Revenue- Broker fees' is estimated at $12.66 million, indicating a year-over-year increase of 8.6% [5]. - 'Revenue- Annual dues' is predicted to be $7.69 million, reflecting a decline of 2% from the prior-year quarter [5]. Stock Performance - RE/MAX shares have decreased by 13.1% over the past month, contrasting with a 1.3% decline in the Zacks S&P 500 composite, and the company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market [5].

Core Viewpoint - Analysts project that Viper Energy Partners (VNOM) will report quarterly earnings of $0.27 per share, reflecting a year-over-year decline of 35.7%, while revenues are expected to reach $426.49 million, an increase of 86.5% from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 5.9% in the past 30 days, indicating a reassessment by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3]. Key Metrics Projections - Analysts estimate 'Natural Gas Income' to be $23.50 million, representing a year-over-year increase of 288.5% [4]. - 'Natural Gas Liquids Income' is projected at $47.99 million, indicating a change of 79.3% from the previous year [5]. - 'Oil Income' is expected to reach $359.92 million, reflecting an 87.4% year-over-year increase [5]. - 'Lease Bonus Income' is forecasted to be $10.06 million, showing a year-over-year change of 175.2% [5]. Production and Sales Estimates - The consensus for 'Average Daily Combined Volumes' is 126,597 barrels of oil equivalent per day, compared to 56,109 barrels per day a year ago [6]. - 'Total Production' is estimated at 11,671 thousand barrels of oil equivalent, up from 5,162 thousand barrels a year prior [7]. - 'Production - NGL' is projected at 2,763 thousand barrels of oil, compared to 1,209 thousand barrels in the same quarter last year [7]. - 'Production - Natural Gas' is expected to be 17,048.17 million cubic feet, up from 7,236.00 million cubic feet year-over-year [8]. - 'Average Sales Prices - Oil, Hedged' is estimated at $58.59, down from $69.00 in the same quarter last year [9]. - 'Average Sales Prices - Crude Oil' is projected to be $58.46, compared to $69.91 a year ago [9]. Market Performance - Over the past month, Viper Energy shares have gained 18%, while the Zacks S&P 500 composite has decreased by 1.3% [9]. - Based on its Zacks Rank 4 (Sell), VNOM is expected to underperform the overall market in the upcoming period [10].

Company Performance - Monolithic Power (MPWR) has gained approximately 29.3% year-to-date, significantly outperforming the average loss of 2.6% in the Computer and Technology sector [4] - The Zacks Consensus Estimate for MPWR's full-year earnings has increased by 5.8% over the past quarter, indicating improved analyst sentiment and a more positive earnings outlook [4] - Monolithic Power holds a Zacks Rank of 1 (Strong Buy), suggesting it is poised for strong performance in the near term [3] Industry Context - Monolithic Power is part of the Semiconductor - Analog and Mixed industry, which has seen an average gain of 24.5% this year, indicating that MPWR is performing better than its industry peers [6] - The Zacks Sector Rank places the Computer and Technology group at 6 out of 16, reflecting its relative strength within the broader market [2] - Another notable stock in the Computer and Technology sector is Ericsson (ERIC), which has returned 14.7% year-to-date and has a Zacks Rank of 2 (Buy) [5]

Core Insights - Analysts project Bausch + Lomb (BLCO) will report quarterly earnings of $0.35 per share, reflecting a 40% year-over-year increase [1] - Revenue is expected to reach $1.38 billion, marking an 8.1% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of projections [1] Revenue Estimates - 'Revenues- Vision Care' are projected to be $780.35 million, representing a year-over-year change of +7.9% [4] - 'Revenues- Pharmaceuticals' are estimated at $355.40 million, indicating a +9% change from the previous year [4] - 'Revenues- Product sales' are expected to total $1.37 billion, reflecting a +7.6% year-over-year change [4] Other Revenue Metrics - 'Revenues- Other revenues' are anticipated to reach $5.00 million [5] - 'Revenues- Surgical' are projected at $248.04 million, suggesting a +7.4% year-over-year increase [5] - Bausch + Lomb shares have decreased by -0.8% over the past month, compared to the Zacks S&P 500 composite's -1.7% [5]

Core Insights - Clearwater Analytics (CWAN) is expected to report quarterly earnings of $0.15 per share, reflecting a year-over-year increase of 15.4% [1] - Projected revenues for the upcoming quarter are $216.66 million, which represents a significant increase of 71.3% compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their projections [1] Financial Metrics - The estimated 'Number of Clients' for Clearwater Analytics is projected to be 1,562, up from 1,462 in the previous year [4] - Analysts forecast a 'Net revenue retention rate' of 111.5%, down from 116.0% reported in the same quarter last year [4] - The 'Total ARR' is expected to reach $838.42 million, compared to $474.90 million a year ago [4] Stock Performance - Over the past month, shares of Clearwater Analytics have decreased by 4.6%, while the Zacks S&P 500 composite has declined by 1.7% [5] - Currently, CWAN holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [5]

Core Insights - Transocean (RIG) is expected to report quarterly earnings of $0.09 per share, reflecting a year-over-year increase of 200% and revenues of $1.04 billion, up 9.1% from the previous year [1] Earnings Estimates - Revisions to earnings estimates are crucial for predicting investor actions, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [2] Analyst Forecasts - Analysts predict 'Contract drilling revenues - Ultra-Deepwater Floaters' to reach $715.42 million, indicating a year-over-year increase of 6% [4] - The consensus for 'Contract drilling revenues - Harsh Environment Floaters' is $265.02 million, reflecting a year-over-year decrease of 4.3% [4] Utilization Metrics - The average total fleet utilization is estimated at 82.2%, up from 66.8% a year ago [5] - 'Utilization - Ultra-Deepwater Floaters' is forecasted at 77.5%, compared to 64.3% in the same quarter last year [5] - 'Utilization - Harsh Environment Floaters' is expected to be 97.2%, up from 75.0% year-over-year [7] Average Daily Revenue - 'Average Daily Revenue - Harsh Environment Floaters' is forecasted at $445.60 thousand, slightly down from $452.60 thousand in the same quarter last year [6] - 'Average Daily Revenue - Total fleet average daily revenue' is expected to be $460.69 thousand, up from $434.70 thousand a year ago [6] - 'Average Daily Revenue - Ultra Deepwater Floaters' is estimated at $467.12 thousand, compared to $428.20 thousand last year [7] Stock Performance - Over the past month, Transocean shares have increased by 54.6%, while the Zacks S&P 500 composite has decreased by 1.7% [7] - Currently, RIG holds a Zacks Rank 3 (Hold), indicating that its performance may align with the overall market in the near future [7]

Core Viewpoint - Wall Street analysts anticipate a decline in Macerich's quarterly earnings per share, projecting $0.43, which reflects an 8.5% year-over-year decrease, while revenues are expected to increase by 3.5% to $283.31 million [1] Earnings Estimates - There has been a downward revision of 3.1% in the consensus EPS estimate over the last 30 days, indicating a reassessment by analysts of their initial forecasts [1][2] Revenue Projections - Analysts predict 'Leasing Revenue- Minimum rents' will reach $167.66 million, showing a year-over-year increase of 5.4% [4] - 'Management Companies revenues' are expected to decline to $6.09 million, reflecting a 21.1% decrease from the previous year [4] - 'Leasing Revenue- Tenant recoveries' is forecasted at $71.99 million, indicating a year-over-year increase of 9.3% [4] - 'Leasing Revenue- Percentage rents' is estimated to be $18.92 million, suggesting a 16.2% year-over-year decline [5] - 'Depreciation and amortization' is expected to be $92.30 million [5] Stock Performance - Over the past month, Macerich shares have returned -1.2%, compared to the Zacks S&P 500 composite's -1.7% change, indicating a slight outperformance relative to the index [5] - With a Zacks Rank of 4 (Sell), Macerich is expected to underperform the overall market in the near term [5]

Core Viewpoint - HF Sinclair (DINO) is expected to report quarterly earnings of $0.44 per share, reflecting a year-over-year increase of 143.1%, while revenues are projected to be $6.23 billion, down 4.1% from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 35.8% in the past 30 days, indicating a reassessment by analysts [1][2] Revenue Projections - Analysts estimate 'Sales and other revenues - Lubricants & Specialties' to reach $631.77 million, a year-over-year increase of 2.4% [4] - 'Sales and other revenues - Midstream' is expected to be $162.25 million, down 3.4% year-over-year [4] - 'Sales and other revenues - Marketing' is projected at $792.71 million, reflecting a year-over-year increase of 4.3% [4] - 'Sales and other revenues - Refining' is estimated to be $3.64 billion, indicating a significant year-over-year decline of 36.9% [5] - 'Sales and other revenues - Renewables' is expected to reach $169.63 million, down 28.7% year-over-year [5] Production Metrics - 'Mid-Continent Region - Sales of produced refined products' is projected at 271.03 thousand barrels per day, up from 238.23 thousand barrels per day year-over-year [6] - 'Consolidated - Sales of produced refined products' is expected to be 595.22 thousand barrels per day, slightly down from 596.80 thousand barrels per day year-over-year [6] - 'West Region - Sales of produced refined products' is estimated at 323.94 thousand barrels per day, down from 358.57 thousand barrels per day in the same quarter last year [7] - 'Consolidated - Refinery throughput' is projected at 603.30 thousand barrels per day, nearly unchanged from 603.70 thousand barrels per day year-over-year [8] - 'West Region - Refinery throughput' is expected to be 323.82 thousand barrels per day, down from 369.31 thousand barrels per day year-over-year [8] - 'Mid-Continent Region - Refinery throughput' is projected at 279.49 thousand barrels per day, up from 234.39 thousand barrels per day year-over-year [9] - 'Lubricants and Specialty products - Sales of produced refined products' is estimated at 29,760.90 thousand barrels per day, compared to 29,492.00 thousand barrels per day year-over-year [10] Stock Performance - Over the past month, HF Sinclair shares have increased by 20.4%, contrasting with a -1.7% change in the Zacks S&P 500 composite [11]

Group 1 - Analysts expect American Coastal Insurance (ACIC) to report quarterly earnings of $0.42 per share, reflecting a year-over-year increase of 250% [1] - Revenues are projected to be $83.41 million, which is a 5.2% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] Group 2 - Analysts forecast 'Net premiums earned' to be $76.91 million, representing a year-over-year change of +4.6% [4] - The average prediction for 'Net investment income' is $5.80 million, indicating a year-over-year increase of +9.1% [4] - The projected 'Loss Ratio' is expected to be 23.8%, a significant decrease from the previous year's value of 40.5% [4] Group 3 - The 'Expense Ratio' is forecasted to reach 45.0%, down from 51.4% reported in the same quarter last year [5] - The 'Combined Ratio' is estimated to be 68.8%, compared to 91.9% from the previous year [5] - Over the past month, shares of American Coastal have returned -1.6%, slightly better than the Zacks S&P 500 composite's -2% change [5]

Core Viewpoint - Analysts project that Valmont Industries (VMI) will report quarterly earnings of $4.95 per share, reflecting a year-over-year increase of 28.9%, with revenues expected to reach $1.05 billion, a 0.9% increase from the same quarter last year [1] Group 1: Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating a reassessment by covering analysts [1] - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock performance [2] Group 2: Key Metrics Projections - Analysts expect 'Net Sales- Agriculture' to be $230.21 million, indicating a decrease of 16.7% from the prior-year quarter [4] - 'Total Sales- Infrastructure' is projected to be $820.69 million, reflecting an increase of 7.5% from the prior-year quarter [4] - 'Total Sales- Agriculture' is expected to be $227.72 million, indicating a decrease of 18.1% from the prior-year quarter [4] - The consensus for 'Net Sales- Infrastructure' is $818.97 million, suggesting a year-over-year increase of 7.6% [5] Group 3: Stock Performance - Valmont shares have increased by 9% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [5] - With a Zacks Rank 2 (Buy), VMI is anticipated to outperform the overall market in the near future [5]