Core Insights - PepsiCo's upcoming quarterly earnings report is projected to show earnings of $2.27 per share, reflecting a decline of 1.7% year-over-year, while revenues are expected to reach $23.88 billion, indicating a 2.4% increase compared to the previous year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting analysts have reassessed their initial projections [1][2] Revenue Projections - Analysts estimate that 'Net Revenue- PBNA (PepsiCo Beverages North America)' will be approximately $7.24 billion, representing a year-over-year increase of 0.9% [4] - The consensus for 'Net Revenue- PFNA (PepsiCo Foods North America)' is projected at $6.53 billion, showing a significant year-over-year change of 908.1% [4] - For 'Net Revenue- LatAm Foods', the estimate is $2.62 billion, indicating a decline of 10.1% from the same quarter last year [5] Stock Performance - PepsiCo shares have decreased by 3% over the past month, contrasting with the Zacks S&P 500 composite's increase of 4.3% [5] - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [5]

Revenue Projection - The company projects $470 million in revenue over the next year with only two operational Stars [1] - Potential for significant revenue increase as the company anticipates up to 10 fully capitalized and operational Stars within a year [1] Operational Expansion - Current revenue projection is based on limited operational capacity (two Stars) [1] - The company foresees substantial growth in operational capacity, potentially reaching 10 Stars within the next year [1]

Core Viewpoint - Analysts project that Malibu Boats (MBUU) will report quarterly earnings of $0.44 per share, reflecting a significant year-over-year increase of 212.8% and revenues expected to reach $195.8 million, up 23.4% from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has not changed over the past 30 days, indicating that analysts have not revised their initial projections [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 price performance [3]. Revenue Projections - Analysts estimate 'Revenue by product- Malibu' at $56.75 million, representing a year-over-year increase of 51.3% [5]. - The expected 'Revenue by product- Cobalt' is projected to be $62.10 million, indicating a year-over-year change of 23.7% [5]. - 'Revenue by product- Saltwater Fishing' is anticipated to reach $83.00 million, reflecting a year-over-year increase of 16.9% [6]. Stock Performance - Malibu Boats shares have increased by 11.3% over the past month, outperforming the Zacks S&P 500 composite, which rose by 2.7% [6]. - With a Zacks Rank of 3 (Hold), MBUU is expected to closely follow overall market performance in the near term [6].

Core Viewpoint - Opendoor Technologies' shares declined due to weaker-than-expected guidance and a shift to an agent-led sales model, raising concerns over losses and strategic direction despite a return to profitability last quarter [1][5]. Financial Performance - The company reported second-quarter revenue of $1.567 billion, a 4% increase year-over-year, surpassing the forecast of $1.516 billion, but contribution profit of $69 million fell short of the $73 million estimate [6]. - Management guided third-quarter revenue to be between $800 million and $875 million, significantly below the $1.039 billion projection [6]. - Adjusted EBITDA for the third quarter is expected to be a loss of $28 million to $21 million [6]. Analyst Ratings and Forecasts - Analyst Ryan Tomasello downgraded Opendoor's stock from Market Perform to Underperform, maintaining a price forecast of $1 [1][5]. - Revised financial forecasts indicate an adjusted EPS loss of 27 cents for 2025 and 22 cents for 2026, down from previous estimates of 21 cents and 14 cents, respectively [3]. - Adjusted EBITDA outlook for 2025 and 2026 has been lowered to losses of $72 million and $40 million, respectively, from earlier projections of a $44 million loss and a $30 million gain [4]. Strategic Direction - The management's guidance for second-half revenue is approximately 40% below consensus, indicating potential challenges ahead [5]. - The shift to an agent-led distribution model may lead to widening losses and strategic uncertainty, impacting share prices [5][7]. - A similar sequential revenue drop is expected in the fourth quarter due to a mix of older, lower-margin homes, delaying margin improvement until after 2025 [7].

Core Viewpoint - Analysts forecast Walt Disney (DIS) will report quarterly earnings of $1.47 per share, reflecting a year-over-year increase of 5.8%, with revenues expected to reach $23.67 billion, a 2.2% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.5% lower over the last 30 days, indicating a collective reevaluation by analysts [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 [3]. Revenue Projections - Analysts predict 'Revenue- Sports' will reach $4.48 billion, a decrease of 1.7% year-over-year [5]. - 'Revenue- Entertainment' is expected to be $10.75 billion, indicating a year-over-year increase of 1.6% [5]. - 'Revenue- Experiences' is projected to reach $8.79 billion, reflecting a 4.8% increase from the previous year [5]. - 'Revenue- Entertainment- Content Sales/Licensing and Other' is forecasted at $2.16 billion, suggesting a 2.1% year-over-year increase [6]. Subscriber Metrics - The number of paid subscribers for ESPN+ is expected to be 24.45 million, down from 24.90 million in the same quarter last year [6]. - For Hulu, the number of paid subscribers is projected at 54.41 million, up from 51.10 million a year ago [8]. - The average monthly revenue per paid subscriber for ESPN+ is estimated at $6.60, compared to $6.23 last year [8]. - The average monthly revenue per paid subscriber for Hulu - SVOD Only is projected at $11.48, down from $12.73 a year ago [9]. - The average monthly revenue per paid subscriber for Hulu - Live TV + SVOD is expected to reach $101.65, up from $96.11 last year [9]. - The number of paid subscribers for Disney+ in the U.S. and Canada is expected to be 58.71 million, compared to 54.80 million in the same quarter last year [10]. Stock Performance - Over the past month, Disney shares have returned -3.9%, while the Zacks S&P 500 composite has increased by 2.3% [11]. - Disney currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [11].

Core Viewpoint - Analysts forecast that Corteva, Inc. (CTVA) will report quarterly earnings of $1.89 per share, reflecting a year-over-year increase of 3.3%, with anticipated revenues of $6.23 billion, showing a 1.9% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 3.1% in the past 30 days, indicating a reassessment by covering analysts [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 [3]. Revenue Forecasts - Analysts predict 'Revenue- Seed' at $4.46 billion, a change of +3.1% year-over-year [5]. - 'Revenue- Crop Protection' is expected to be $1.80 billion, reflecting a +1% change from the prior year [5]. - 'Revenue- Crop Protection- Other' is forecasted to reach $88.17 million, indicating a significant decline of -48.1% year-over-year [5]. - 'Revenue- Seed- Other' is estimated at $168.43 million, showing a +16.2% increase from the previous year [6]. - 'Revenue- Crop Protection- Herbicides' is projected at $951.43 million, a slight increase of +0.6% [6]. - 'Revenue- Crop Protection- Insecticides' is expected to be $413.11 million, reflecting a -0.5% change [7]. - 'Revenue- Crop Protection- Fungicides' is forecasted at $261.53 million, indicating a +4.6% change [7]. - 'Revenue- Seed- Soybean' is estimated at $1.31 billion, showing a -0.4% change [7]. - 'Revenue- Seed- Corn' is projected at $2.74 billion, reflecting a +2% change [8]. - 'Revenue- Seed- Other oilseeds' is expected to reach $218.94 million, indicating a +17.7% change [8]. Operating Metrics - 'Operating EBITDA- Seed' is expected to be $1.77 billion, compared to $1.70 billion from the previous year [8]. - 'Operating EBITDA- Crop Protection' is projected at $249.65 million, down from $255.00 million reported in the same quarter last year [9]. Stock Performance - Corteva, Inc. shares have decreased by -6.5% in the past month, contrasting with the Zacks S&P 500 composite's +2.3% performance [10].

Core Viewpoint - Boyd Gaming (BYD) is expected to report quarterly earnings of $1.67 per share, a 5.7% increase year-over-year, with revenues projected at $980.29 million, reflecting a 1.3% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 2.3% over the past 30 days, indicating a reassessment by analysts [2]. - Prior revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue Projections - Analysts predict 'Revenues- Online' to be $139.48 million, a 7.4% increase from the year-ago quarter [5]. - 'Revenues by Segment- Downtown Las Vegas' is estimated at $56.10 million, a decrease of 2.8% year-over-year [5]. - 'Revenues by Segment- Midwest and South' is expected to reach $531.53 million, indicating a 1.9% increase [5]. - 'Revenues by Segment- Managed & Other' is projected at $34.94 million, a 5.6% increase from the prior year [6]. - 'Revenues by Segment- Las Vegas Locals' is estimated at $221.91 million, reflecting a 1.4% decrease year-over-year [6]. Adjusted EBITDAR Estimates - 'Adjusted EBITDAR- Online' is forecasted to be $18.72 million, up from $17.06 million in the same quarter last year [7]. - 'Adjusted EBITDAR- Managed & Other' is expected to reach $24.01 million, compared to $23.14 million a year ago [7]. - 'Adjusted EBITDAR- Downtown Las Vegas' is projected at $20.91 million, down from $22.02 million in the previous year [8]. - 'Adjusted EBITDAR- Midwest and South' is estimated at $195.56 million, slightly up from $195.46 million year-over-year [8]. - 'Adjusted EBITDAR- Las Vegas Locals' is expected to be $105.06 million, down from $109.25 million in the prior year [9]. Stock Performance - Boyd shares have increased by 7.2% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.9% [9].

Core Viewpoint - Analysts forecast Moody's (MCO) will report quarterly earnings of $3.42 per share, reflecting a year-over-year increase of 4.3%, with anticipated revenues of $1.85 billion, up 1.8% from the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 1.5%, indicating analysts' reassessment of their initial forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate that 'Revenue- Total external customers- Moody's investor services' will reach $977.85 million, down 3.7% year-over-year, while 'Revenue- Total external customers- Moody's Analytics' is projected at $871.28 million, up 8.6% [5]. - 'Revenue- Moody's Analytics- Decision Solutions' is expected to be $409.35 million, reflecting an 11.8% increase year-over-year. 'Revenue- Moody's Analytics- Data and Information' is estimated at $222.57 million, up 6%, and 'Revenue- Moody's Analytics- Research and Insights' at $239.93 million, up 6.2% [6]. - The consensus for 'Revenue- Moody's investor services' is $1.03 billion, indicating a 3.1% decrease from the prior year, while 'Revenue- Moody's Analytics' is projected at $875.94 million, up 8.7% [8]. - Specific revenue estimates include 'Revenue- Moody's investor services- Recurring' at $336.58 million, up 4.2%, and 'Revenue- Moody's investor services- Transaction' at $640.27 million, down 7.5% [7][8]. - 'Revenue- Moody's investor services- Public, project and infrastructure finance' is expected to reach $164.17 million, up 6.6%, and 'Revenue- Moody's investor services- Financial institutions' at $197.98 million, up 1.5% [9]. Stock Performance - Over the past month, Moody's shares have returned +6.8%, outperforming the Zacks S&P 500 composite's +5.4% change, suggesting that MCO will likely perform in line with the overall market in the upcoming period [9].

Core Insights - Analysts project Nutanix (NTNX) will report quarterly earnings of $0.38 per share, a 35.7% increase year over year, with revenues expected to reach $626.12 million, reflecting a 19.4% 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 estimate 'Revenue- Support, entitlements and other services' at $311.14 million, a 15.6% increase year over year [4] - 'Revenue- Product' is projected to reach $307.45 million, indicating a year-over-year change of 20.4% [4] - 'Disaggregation of Revenue- Professional services revenue' is expected to be $28.12 million, a 7.2% increase from the prior year [5] - 'Disaggregation of Revenue- Subscription revenue' is estimated at $594.37 million, reflecting a 22.1% increase from the previous year [5] Additional Revenue Insights - 'Disaggregation of Revenue- Non-portable software revenue' is forecasted to be $2.59 million, showing a significant decline of 76.7% year over year [6] - 'Annual Contract Value Billings (ACV Billings)' is expected to be $364.13 million, up from $288.85 million in the same quarter last year [6] Billing and Customer Metrics - Total Billings are projected to reach $676.02 million, compared to $557.29 million a year ago [7] - Annual Recurring Revenue (ARR) is expected to be $2.17 billion, up from $1.82 billion in the same quarter last year [7] - Total end customers are estimated to be 28,457, an increase from 25,860 year over year [7] Disaggregation of Billings - 'Disaggregation of billings - Professional services billings' is estimated at $32.78 million, compared to $29.65 million last year [8] - 'Disaggregation of billings - Subscription billings' is projected to reach $616.58 million, up from $515.92 million in the same quarter last year [8] Stock Performance - Nutanix shares have increased by 21.5% in the past month, outperforming the Zacks S&P 500 composite, which rose by 10.7% [8]

Core Viewpoint - Analysts forecast a decline in Best Buy's quarterly earnings and revenues, indicating potential challenges for the company in the upcoming earnings release [1][2]. Earnings Estimates - Best Buy is expected to report earnings of $1.09 per share, reflecting a year-over-year decline of 9.2% [1]. - Revenue is anticipated to be $8.77 billion, showing a slight decline of 0.9% compared to the same quarter last year [1]. Revisions and Trends - The consensus EPS estimate has been revised upward by 0.2% over the past 30 days, indicating a reappraisal by 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]. Revenue by Product Category - Revenue from Domestic Computing and Mobile Phones is projected to be $3.53 billion, down 1.7% from the prior year [5]. - Revenue from Domestic Consumer Electronics is expected to reach $2.36 billion, reflecting a minimal decline of 0.1% [5]. - Domestic Appliances revenue is estimated at $1.07 billion, down 2.2% year-over-year [6]. - Revenue from Domestic Entertainment is forecasted to be $508.85 million, indicating a decline of 2.1% [6]. Geographic Revenue - Domestic revenue is estimated at $8.11 billion, down 1.1% from the previous year [7]. - International revenue is projected to be $639.25 million, reflecting a decrease of 0.7% [7]. Store Metrics - The total number of stores is expected to be 1,114, down from 1,117 in the same quarter last year [8]. - Domestic Yardbird Stand-Alone Stores are projected to be 21, compared to 23 a year ago [8]. - The number of Domestic U.S. Best Buy Outlet Centers is estimated at 25, up from 23 last year [8]. - Internationally, Canada Best Buy Mobile Stand-Alone Stores are expected to be 31, down from 32 [9]. - The number of Canada Best Buy Stores is projected to be 129, slightly up from 128 in the previous year [9]. Stock Performance - Over the past month, Best Buy shares have returned +7.2%, while the Zacks S&P 500 composite has returned +10.7% [9]. - Best Buy currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near future [9].