Group 1 - Analysts project that Sprinklr (CXM) will announce quarterly earnings of $0.10 per share, an increase of 11.1% year over year, with revenues expected to reach $201.89 million, a 3% increase from the same quarter last year [1] - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating a reassessment of projections by covering analysts [1] - Revenue from subscriptions is estimated to be $182.39 million, reflecting a 2.8% increase from the prior-year quarter, while revenue from professional services is projected at $19.49 million, a 4.8% increase [4] Group 2 - The projected gross margin for subscriptions is expected to be 76.4%, down from 82% in the previous year [4] - Sprinklr shares have shown a return of +10.1% over the past month, outperforming the Zacks S&P 500 composite's +6.4% change [5] - With a Zacks Rank 3 (Hold), Sprinklr is anticipated to mirror overall market performance in the near future [5]

Core Insights - Okta (OKTA) is expected to report quarterly earnings of $0.77 per share, an 18.5% increase year-over-year, with revenues forecasted at $679.73 million, reflecting a 10.2% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised 0.3% lower over the last 30 days, indicating a reevaluation of initial estimates by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Revenue Projections - Analysts estimate 'Revenue- Subscription' at $660.72 million, a 9.6% year-over-year increase, while 'Revenue- Professional services and other' is projected at $12.86 million, indicating an 8.1% year-over-year decline [5] Performance Obligations - Current remaining performance obligations (cRPO) are expected to reach $2.19 billion, up from $1.95 billion in the same quarter last year [6] - Remaining performance obligations are projected at $4.02 billion, compared to $3.36 billion reported in the same quarter of the previous year [6] Key Metrics - The consensus estimate for 'Gross margin- Subscription' is 83.0%, up from 78% in the same quarter last year [7] - Analysts predict a total customer count of 20,001, an increase from 19,100 in the same quarter last year [7] Stock Performance - Over the past month, Okta shares have returned +33.1%, outperforming the Zacks S&P 500 composite's +12.7% change [7] - Currently, Okta carries a Zacks Rank 4 (Sell), suggesting potential underperformance in the near future [7]

Core Insights - Ametek's international operations are crucial for assessing its financial resilience and growth prospects, especially in a tightly interconnected global economy [2][3] Revenue Performance - Ametek's total revenue for the quarter was $1.73 billion, a slight decrease of 0.2% from the same quarter last year [4] - Asia generated $330.04 million, accounting for 19.06% of total revenue, which was a surprise decrease of -9.34% compared to Wall Street's expectation of $364.04 million [5] - Other foreign countries contributed $169.12 million, representing 9.76% of total revenue, exceeding the estimate of $158.31 million by +6.83% [6] - European Union countries accounted for $236.65 million, or 13.66% of total revenue, falling short of the expected $270.22 million by -12.42% [7] - The United Kingdom contributed $68.62 million, making up 3.96% of total revenue, surpassing expectations by +10.38% [8] Future Revenue Forecasts - Analysts project Ametek's total revenue for the current fiscal quarter to reach $1.74 billion, reflecting a 0.5% increase from the same quarter last year [9] - Expected contributions from international markets include Asia at 21.1% ($367.5 million), Other foreign countries at 9% ($156.74 million), European Union countries at 14.5% ($253.18 million), and the United Kingdom at 3.5% ($60.24 million) [9] - For the full year, total revenue is anticipated to be $7.09 billion, marking a 2.1% increase compared to last year, with specific contributions from Asia ($1.5 billion), Other foreign countries ($638.05 million), European Union countries ($1.05 billion), and the United Kingdom ($243.06 million) [10] Conclusion - Ametek's reliance on global markets for revenue presents both opportunities and challenges, making the monitoring of international revenue trends essential for predicting future performance [11]

Core Insights - Analysts project that Americold Realty Trust Inc. (COLD) will report quarterly earnings of $0.34 per share, reflecting an 8.1% decline year over year, with revenues expected to reach $669.39 million, a 0.7% increase from the same quarter last year [1] Revenue Estimates - Analysts expect 'Revenues- Rent, storage and warehouse services' to be $597.90 million, indicating no change year over year [4] - 'Revenues- Third-party managed services' are projected to reach $10.77 million, showing a 3.3% increase from the previous year [4] - 'Revenues- Global Warehouse- Warehouse services' are anticipated to be $336.60 million, reflecting a 2.5% increase year over year [5] - 'Revenues- Global Warehouse- Rent and storage' are expected to be $261.30 million, indicating a 3% decline year over year [5] - 'Revenues- Transportation services' are projected at $58.85 million, showing a 3.5% increase year over year [6] Depreciation and Amortization - Analysts estimate 'Depreciation and amortization' to reach $90.51 million, compared to $92.10 million reported in the same quarter last year [6] Market Performance - Shares of Americold Realty Trust have returned +4.1% over the past month, while the Zacks S&P 500 composite has increased by +10.6% [7] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [7]

According to the collective judgment of analysts, 'Net Revenue- Sensing Solutions' should come in at $245.61 million. The estimate indicates a year-over-year change of -4.7%. Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-t ...

Core Viewpoint - Analysts expect Affirm Holdings (AFRM) to report a quarterly loss of $0.08 per share, reflecting an 81.4% year-over-year increase in losses, with revenues projected at $783.11 million, a 35.9% increase from the previous year [1]. Earnings Projections - There has been a 4.9% upward revision in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their initial forecasts [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 project 'Revenue- Merchant network' to reach $199.48 million, a 25.2% increase year-over-year [5]. - 'Revenue- Card network' is expected to be $46.40 million, reflecting a 30.1% year-over-year change [5]. - 'Revenue- Interest income' is forecasted at $414.44 million, indicating a 31.3% increase from the previous year [5]. - 'Revenue- Servicing income' is estimated at $31.25 million, suggesting a 23.5% year-over-year change [6]. - 'Revenue- Gain on sales of loans' is projected to reach $81.19 million, a significant 102.1% increase year-over-year [6]. - Gross Merchandise Volume (GMV) is expected to be $8,129.51 billion, up from $6,294 billion in the previous year [6]. Consumer Metrics - The average prediction for 'Transactions per Active Consumer' is 5, consistent with the same quarter of the previous year [7]. - Analysts estimate 'Active Consumers' to be 21, an increase from 18 reported in the same quarter last year [7]. Stock Performance - Over the past month, Affirm Holdings shares have gained 46.4%, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [8]. - Affirm Holdings holds a Zacks Rank 1 (Strong Buy), indicating a likelihood of outperforming the overall market in the near future [8].

Core Insights - Wall Street analysts forecast Jack Henry (JKHY) will report quarterly earnings of $1.30 per share, reflecting a year-over-year increase of 9.2% [1] - Anticipated revenues are projected to be $586.14 million, showing an increase of 8.8% compared to the same quarter last year [1] Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [2] - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3] Revenue Projections - Analysts estimate 'Revenue- Core' to be $180.50 million, representing a year-over-year change of +8.3% [5] - 'Revenue- Corporate & Other' is expected to reach $22.92 million, indicating a change of +10.4% from the previous year [5] - 'Revenue- Complementary' is projected at $163.77 million, reflecting a +9.7% change year-over-year [5] - 'Revenue- Payments' is forecasted to be $218.32 million, with a year-over-year change of +8.1% [6] Segment Income Estimates - 'Segment Income- Core' is expected to reach $103.21 million, up from $94.50 million in the same quarter last year [6] - 'Segment Income- Complementary' is projected at $95.48 million, compared to $83.82 million reported last year [6] - 'Segment Income- Payments' is estimated to be $100.56 million, an increase from $92.07 million in the same quarter last year [7] Market Performance - Jack Henry shares have shown a return of -5.8% over the past month, compared to a -0.7% change in the Zacks S&P 500 composite [8] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [8]

Core Viewpoint - Analysts project that Ametek (AME) will report quarterly earnings of $1.69 per share, reflecting a year-over-year increase of 3.1% and revenues of $1.74 billion, which is a 0.3% increase from the same quarter last year [1] Group 1: Earnings Projections - There has been a 0.1% upward revision in the consensus EPS estimate for the quarter over the last 30 days, indicating analysts' reassessment of their initial forecasts [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] Group 2: Key Metrics Estimates - Analysts estimate 'Net Sales- Electronic Instruments' to be $1.16 billion, representing a 0.2% increase year over year [5] - 'Net Sales- Electro mechanical' is projected to reach $581.78 million, indicating a 0.4% year-over-year change [5] - 'Operating Income- Electronic Instruments' is forecasted at $347.56 million, down from $352.94 million reported in the same quarter last year [6] - 'Operating Income- Electromechanical' is expected to be $122.95 million, up from $90.69 million in the previous year [6] Group 3: Stock Performance - Over the past month, Ametek shares have declined by 3.4%, compared to a 0.8% decrease in the Zacks S&P 500 composite [6] - Ametek holds a Zacks Rank 3 (Hold), suggesting its performance will likely align with the overall market in the near term [6]

Core Insights - Automatic Data Processing (ADP) is expected to report quarterly earnings of $2.96 per share, a 2.8% increase year-over-year, with revenues projected at $5.49 billion, reflecting a 4.6% year-over-year growth [1] Earnings Projections - Analysts emphasize the importance of revisions to earnings projections prior to a company's earnings release, as these revisions are critical indicators of potential investor behavior [2] - The consensus EPS estimate for ADP has remained unchanged over the past 30 days, indicating a collective reassessment by covering analysts [1] Key Metrics Estimates - Revenue from 'Interest on funds held for clients' is projected to be $330.29 million, marking a 3% increase from the prior-year quarter [4] - 'PEO revenues' are expected to reach $1.73 billion, indicating a year-over-year change of 4.2% [4] - 'Revenues, other than interest on funds held for clients and PEO revenues' are forecasted to be $3.43 billion, suggesting a 4.8% year-over-year increase [5] - 'Segment revenues- Employer Services' are anticipated to be $3.77 billion, reflecting a 5% increase from the prior-year quarter [5] - 'Segment revenues- PEO Services' are projected to reach $1.73 billion, indicating a 3.7% increase from the year-ago quarter [5] Market Performance - ADP shares have decreased by 3.6% over the past month, compared to a 4.8% decline in the Zacks S&P 500 composite, suggesting that ADP is expected to mirror overall market performance in the near future [6]

Core Viewpoint - Analysts forecast Altria's quarterly earnings at $1.17 per share, reflecting a year-over-year increase of 1.7%, while revenues are expected to decline by 1.7% to $4.64 billion [1] Earnings Projections - The consensus EPS estimate has been adjusted downward by 1.9% over the past 30 days, indicating a reassessment by covering analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong link between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts estimate 'Net revenue- All Other/ Financial Services' at $36.00 million, representing an increase of 89.5% year-over-year [5] - 'Revenues net of excise taxes- Oral tobacco products' are projected at $633.90 million, showing a year-over-year change of 1.3% [5] - 'Revenues net of excise taxes- Smokeable Products' are expected to be $3.97 billion, reflecting a decline of 2.6% from the previous year [6] Operating Income - 'Operating Income (Loss)/ Reported OCI- Oral tobacco products' is estimated at $448.82 million, compared to $435 million reported in the same quarter last year [6] - 'Adjusted OCI- Smokeable Products' is predicted to reach $2.48 billion, slightly up from the year-ago value of $2.45 billion [7] Market Performance - Altria's shares have increased by 1.4% over the past month, contrasting with a decline of 5.1% in the Zacks S&P 500 composite [7] - With a Zacks Rank 4 (Sell), Altria is expected to underperform the overall market in the near future [7]