Core Insights - MKS (MKSI) is expected to report quarterly earnings of $2.51 per share, reflecting a 16.7% increase year-over-year, with revenues projected at $1.03 billion, a 10.2% increase compared to the previous year [1] Revenue Estimates - Analysts project 'Net Revenues- Semiconductor' to reach $421.37 million, indicating a 5.3% increase from the prior-year quarter [4] - 'Net Revenues- Specialty Industrial' is expected to be $285.23 million, showing a 1.5% increase year-over-year [4] - 'Net Revenues- Electronics and Packaging' is estimated at $298.92 million, reflecting a 17.7% year-over-year change [4] - 'Net Revenues- Products' is forecasted to be $866.43 million, indicating a 5.2% increase from the previous year [5] - 'Net Revenues- MSD (Materials Solutions Division)' is expected to reach $327.51 million, showing a 9.2% increase year-over-year [5] - 'Net Revenues- PSD (Photonics Solutions Division)' is projected at $266.08 million, reflecting a 1.6% increase from the prior year [6] - 'Net Revenues- Services' is forecasted to be $126.87 million, indicating a 14.3% year-over-year change [6] - 'Net Revenues- VSD (Vacuum Solutions Division)' is estimated at $399.70 million, reflecting a 7.5% increase year-over-year [6] Stock Performance - MKS shares have increased by 30.7% in the past month, contrasting with the Zacks S&P 500 composite's decline of 0.3%, indicating strong market performance [6] - MKS holds a Zacks Rank 1 (Strong Buy), suggesting it is expected to outperform the overall market in the near term [6]

Core Viewpoint - Shopify Inc. is positioned as a leading e-commerce platform with a strong potential for growth, as indicated by analysts' price targets and earnings projections [1][5]. Group 1: Price Target and Stock Performance - Thanos Moschopoulos from BMO Capital has set a price target of $150 for Shopify, suggesting a potential increase of 33.87% from its current price of $112.05 [1][5]. - Shopify's current stock price of $112.05 reflects a slight increase of 0.73% from the previous trading session, with a trading range today between $109.78 and $115.04 [4]. Group 2: Earnings and Revenue Projections - Shopify is expected to report quarterly earnings of $0.50 per share for the quarter ending December 2025, representing a 13.6% increase from the previous year [2][5]. - The projected revenue for the same quarter is $3.58 billion, marking a 27.3% increase from the previous year [2][5]. Group 3: Analyst Confidence - The stability in earnings projections, with no revisions over the past 30 days, indicates analysts' confidence in their forecasts, which can influence investor behavior and stock price performance [3].

Core Insights - Analysts project Shopify (SHOP) will report quarterly earnings of $0.50 per share, reflecting a 13.6% year-over-year increase, with revenues expected to reach $3.58 billion, a 27.3% increase from the same quarter last year [1] Revenue Estimates - 'Revenues- Merchant solutions' are estimated to be $2.80 billion, indicating a 30.5% increase from the prior-year quarter [4] - 'Revenues- Subscription solutions' are projected to reach $777.54 million, reflecting a 16.8% increase from the same quarter last year [4] Gross Merchandise Volume and Recurring Revenue - Analysts estimate 'Gross Merchandise Volume (GMV)' will be $119.96 billion, compared to $94.46 billion a year ago [5] - The estimated 'Monthly Recurring Revenue (MRR)' is $199.05 million, up from $178.00 million in the same quarter last year [5] Gross Profit Estimates - 'Gross Profit- Merchant solutions' is forecasted at $1.03 billion, compared to $820.00 million from the previous year [6] - 'Gross Profit- Subscription solutions' is expected to reach $633.57 million, up from $532.00 million in the same quarter last year [6] Stock Performance - Over the past month, Shopify shares have decreased by 33.9%, while the Zacks S&P 500 composite has only decreased by 1.5% [6] - Currently, Shopify holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]

Core Viewpoint - Old Dominion Freight Line (ODFL) is expected to report a decline in quarterly earnings and revenues, with analysts predicting earnings of $1.06 per share, a 13.8% decrease year-over-year, and revenues of $1.3 billion, reflecting a 6.5% decrease compared to the same period last year [1]. Earnings Estimates - The consensus EPS estimate has been revised 2.1% lower in the last 30 days, indicating a collective reevaluation by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue and Key Metrics - Analysts forecast 'Total revenue- Other services' to reach $14.55 million, a year-over-year increase of 7.5% [4]. - 'Total revenue- LTL services' is expected to be $1.27 billion, a decrease of 7.1% from the prior-year quarter [5]. - The 'Operating Ratio' is projected at 77.3%, up from 75.9% in the same quarter last year [5]. - 'LTL tonnage per day' is estimated at 32 thousand tons, down from 34 thousand tons year-over-year [5]. Shipment and Revenue Metrics - 'LTL shipments per day' are expected to be 42.56 thousand, down from 45.76 thousand year-over-year [6]. - 'LTL revenue per hundredweight' is projected at $33.49, compared to $32.10 in the previous year [6]. - 'LTL revenue per hundredweight, excluding fuel surcharges' is expected to reach $28.59, up from $27.52 in the same quarter last year [7]. - 'LTL shipments' are estimated at 2,639, down from 2,837 in the same quarter last year [7]. - 'LTL tons' are projected at 1,924 thousand tons, compared to 2,130 thousand tons year-over-year [8]. - 'LTL weight per shipment' is expected to be 1,459.4 pounds, down from 1,501.0 pounds [8]. - 'LTL revenue per shipment' is estimated at $476.84, compared to $481.91 in the previous year [8]. Stock Performance - Old Dominion shares have returned +13.7% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [9]. - With a Zacks Rank 4 (Sell), ODFL is expected to underperform the overall market in the near future [9].

Core Viewpoint - Shell (SHEL) is expected to report quarterly earnings of $1.21 per share, a 0.8% increase year-over-year, with revenues projected at $68.09 billion, reflecting a 1.9% year-over-year increase [1]. Earnings Projections - The consensus EPS estimate has been revised 0.3% lower over the last 30 days, indicating a reevaluation by 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]. Key Metrics Estimates - Analysts predict the 'INTEGRATED GAS - Realised gas price' to be $6.90 per thousand scf, down from $8.10 in the same quarter last year [5]. - 'INTEGRATED GAS - LNG liquefaction volumes' are forecasted to reach 8 million tons, up from 7 million tons year-over-year [5]. - The estimated 'INTEGRATED GAS - Realised liquids price' is $55.89 per barrel, compared to $63.45 in the same quarter last year [6]. - The consensus for 'CHEMICALS & PRODUCTS - Global indicative refining margin' is $13.56 per barrel, significantly up from $5.54 in the same quarter last year [6]. - 'CHEMICALS & PRODUCTS - Refinery utilisation' is expected to be 93.0%, a notable increase from 76.0% year-over-year [7]. - 'CHEMICALS & PRODUCTS - Chemicals sales volumes' are projected at 2469 thousand tons, down from 2926 thousand tons in the same quarter last year [7]. - The estimated 'UPSTREAM - Realised liquids price' is $60.34 per barrel, compared to $70.69 in the same quarter last year [9]. Stock Performance - Over the past month, Shell shares have returned +0.9%, while the Zacks S&P 500 composite has changed by +1.8% [11]. - Shell currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [11].

Core Viewpoint - Analysts forecast that Southwest Airlines will report quarterly earnings of $0.56 per share, indicating no change from the previous year, with revenues expected to reach $7.52 billion, reflecting an 8.5% increase year-over-year [1]. Earnings Projections - The consensus EPS estimate has been revised 8.8% higher over the last 30 days, indicating a collective reevaluation by 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 predict 'Operating Revenues- Passenger' will reach $6.75 billion, a 7.1% increase from the prior-year quarter [4]. - The consensus for 'Operating Revenues- Other' is $680.12 million, indicating a year-over-year change of 17.5% [5]. - The estimate for 'Operating Revenues- Freight' stands at $50.48 million, reflecting a 12.2% increase from the previous year [5]. Key Metrics - Analysts estimate 'Revenue passenger miles (RPMs)' at 37.13 billion, compared to 34.47 billion the previous year [6]. - The estimated 'Available seat miles (ASMs)' is 46.05 billion, up from 43.53 billion year-over-year [6]. - The 'Load factor' is expected to reach 80.1%, compared to 79.2% from the previous year [5]. Fuel Consumption and Cost Metrics - Analysts forecast 'Fuel consumed' to be 567 million gallons, an increase from 531 million gallons year-over-year [8]. - The estimates for 'CASM, excluding Fuel and oil expense and special items' remain unavailable, as do other specific cost metrics [7][9]. Stock Performance - Shares of Southwest Airlines have increased by 2.2% over the past month, outperforming the S&P 500 composite's 0.4% increase [9].

Core Insights - ResMed (RMD) is expected to report quarterly earnings of $2.68 per share, reflecting a 10.3% increase year-over-year, with revenues projected at $1.39 billion, an 8.3% increase from the previous year [1] Earnings Projections - 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 [2] Analyst Forecasts - Analysts project 'Global revenue- Total Sleep and Breathing Health' to be $1.20 billion, indicating a 6.3% year-over-year increase [4] - 'Global revenue- Total Devices' is expected to reach $712.11 million, reflecting a 6.4% increase from the prior year [4] - 'Global revenue- Total Masks and other' is estimated at $500.27 million, suggesting a 9.6% year-over-year change [4] Regional Revenue Estimates - The consensus for 'U.S., Canada, and Latin America- Devices' is $439.35 million, indicating a 6% increase year-over-year [5] - 'U.S., Canada, and Latin America- Masks and other' is projected to reach $367.97 million, reflecting a 10% increase from the previous year [5] - 'Combined Europe, Asia, and other markets- Total' is expected to be $405.06 million, indicating a 7.6% year-over-year change [5] Additional Market Insights - 'Combined Europe, Asia, and other markets- Devices' is estimated at $272.76 million, suggesting a 7.1% increase year-over-year [6] - 'Combined Europe, Asia, and other markets- Masks and other' is projected to be $132.30 million, reflecting an 8.6% increase from the prior year [6] - The estimated 'U.S., Canada, and Latin America- Total' is $807.32 million, indicating a 7.8% increase year-over-year [7] Stock Performance - ResMed shares have returned +5.2% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change, with a Zacks Rank 2 (Buy) indicating expected outperformance in the near future [7]

Core Viewpoint - Columbia Banking (COLB) is expected to report quarterly earnings of $0.72 per share, a 1.4% increase year-over-year, with revenues projected at $694.1 million, reflecting a 42.5% year-over-year increase [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 1.8% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3]. Key Metrics Forecast - Analysts predict 'Average Balance - Total interest-earning assets' to be $61.73 billion, up from $47.87 billion in the same quarter last year [5]. - The 'Efficiency Ratio' is expected to reach 51.9%, an improvement from 54.6% a year ago [5]. - The 'Net Interest Margin' is forecasted at 3.7%, slightly up from 3.6% in the same quarter last year [5]. Non-Performing Loans and Assets - 'Total non-performing loans and leases' are expected to be $209.76 million, compared to $166.89 million in the same quarter last year [6]. - 'Total non-performing assets' are projected to reach $212.79 million, up from $169.56 million a year ago [6]. Income Projections - 'Net Interest Income' is anticipated to be $609.28 million, significantly higher than $437.37 million from the previous year [7]. - 'Total noninterest income' is expected to reach $87.58 million, compared to $49.75 million a year ago [7]. - 'Service charges on deposits' are projected at $22.62 million, up from $18.40 million in the same quarter last year [7]. - The consensus estimate for 'Net interest income (FTE)' stands at $611.61 million, compared to $438.42 million in the same quarter last year [8]. - 'Financial services and trust revenue' is expected to be $12.12 million, up from $5.27 million a year ago [8]. Stock Performance - Columbia Banking shares have increased by 1.4% over the past month, while the Zacks S&P 500 composite has risen by 2% [8]. - With a Zacks Rank 4 (Sell), COLB is expected to underperform the overall market in the near term [8].

Core Insights - ServisFirst Bancshares (SFBS) is expected to report quarterly earnings of $1.41 per share, reflecting an 18.5% increase year-over-year [1] - Analysts forecast revenues of $152.63 million, indicating a 15.7% year-over-year growth [1] - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting stability in analyst projections [1] Financial Metrics - The 'Efficiency Ratio' is projected to be 31.6%, down from 35.5% in the same quarter last year [4] - The estimated 'Average Balance - Interest-earning Assets' is $17.37 billion, compared to $16.53 billion reported in the same quarter last year [4] - The consensus estimate for 'Net Interest Income' is $142.77 million, up from $123.17 million in the same quarter last year [5] - 'Total Non-interest income' is expected to be $9.88 million, an increase from $8.80 million in the previous year [5] Stock Performance - Shares of ServisFirst have returned +0.5% over the past month, while the Zacks S&P 500 composite has changed by +2.1% [5] - ServisFirst holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the overall market in the near future [5]

Core Viewpoint - United Airlines is expected to report quarterly earnings of $2.98 per share, an 8.6% decline year-over-year, with revenues projected at $15.38 billion, reflecting a 4.7% increase compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised 3.8% higher in the last 30 days, indicating a collective reevaluation by 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 forecast 'Operating revenue- Passenger revenue' at $13.99 billion, a 5.4% increase from the prior-year quarter [5]. - The estimate for 'Operating revenue- Other operating revenue' is $975.07 million, suggesting an 8.5% year-over-year change [5]. - 'Operating revenue- Cargo' is expected to be $462.81 million, indicating an 11.2% decline from the year-ago quarter [5]. Key Metrics - The 'Passenger load factor - Consolidated' is projected to reach 83.0%, up from 82.3% in the same quarter last year [6]. - Analysts predict 'ASMs (Available seat miles)' will be 83.32 billion, compared to 78.30 billion in the same quarter last year [7]. - The estimated 'RPMs (Revenue passenger miles)' is 69.17 billion, an increase from 64.46 billion in the previous year [8]. - 'Fuel gallons consumed' is expected to be 1181 million gallons, up from 1115 million gallons year-over-year [9]. Stock Performance - United Airlines shares have returned +1.7% over the past month, compared to a +2.1% change in the Zacks S&P 500 composite [11]. - The company holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the overall market in the near future [11].