Core Insights - Zscaler reported revenue of $678.03 million for the quarter ended April 2025, marking a year-over-year increase of 22.6% [1] - The earnings per share (EPS) for the same period was $0.84, slightly down from $0.88 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $666.39 million, resulting in a surprise of +1.75% [1] - The company achieved an EPS surprise of +12.00%, with the consensus EPS estimate being $0.75 [1] Financial Metrics - Billings for the quarter were $784.51 million, compared to the 10-analyst average estimate of $792.21 million [4] - Remaining Performance Obligations stood at $4.98 billion, surpassing the $4.73 billion average estimate based on three analysts [4] - The Dollar-Based Net Retention Rate was 114%, slightly below the two-analyst average estimate of 115% [4] - Revenue from Direct Customers was $80.14 million, exceeding the $76.85 million estimated by two analysts, representing a +57.6% change year-over-year [4] - Revenue from Channel Partners was $597.89 million, compared to the $589.01 million estimated by two analysts, reflecting a +19% change year-over-year [4] Stock Performance - Zscaler shares returned +12.2% over the past month, outperforming the Zacks S&P 500 composite's +6.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Hilton Worldwide Holdings Inc. has seen its shares increase by approximately 11.2% over the past month, outperforming the S&P 500, raising questions about the sustainability of this positive trend leading up to the next earnings release [1] Group 1: Earnings Report and Market Reaction - The consensus estimate for Hilton Worldwide has shifted downward by 5.65% over the past month, indicating a negative trend in earnings expectations [2] - The stock has an average Growth Score of C and a Momentum Score of B, while it received a D grade on the value side, placing it in the bottom 40% for that investment strategy [3] Group 2: Outlook and Future Expectations - The overall trend for estimates has been downward, suggesting a potential decline in stock performance, with Hilton Worldwide holding a Zacks Rank of 3 (Hold), indicating expectations for an in-line return in the coming months [4]

Core Insights - For the quarter ended April 2025, Okta reported revenue of $688 million, reflecting an 11.5% increase year-over-year and a surprise of +1.22% over the Zacks Consensus Estimate of $679.73 million [1] - Earnings per share (EPS) for the quarter was $0.86, compared to $0.65 in the same quarter last year, resulting in an EPS surprise of +11.69% against the consensus estimate of $0.77 [1] Financial Performance Metrics - Remaining performance obligations were reported at $4.08 billion, exceeding the average estimate of $4.02 billion by six analysts [4] - Current remaining performance obligations (cRPO) stood at $2.23 billion, slightly above the estimated $2.19 billion by six analysts [4] - Total customers reached 20,000, closely matching the estimate of 20,001 by three analysts [4] - Subscription revenue was $673 million, surpassing the average estimate of $660.72 million from 12 analysts, marking an 11.6% year-over-year increase [4] - Revenue from professional services and other was $15 million, exceeding the estimated $12.86 million by 12 analysts, representing a 7.1% year-over-year change [4] Stock Performance - Okta's shares have returned +18.1% over the past month, outperforming the Zacks S&P 500 composite's +5.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Williams-Sonoma Inc. (WSM) reported first-quarter fiscal 2025 results with earnings and net revenues exceeding the Zacks Consensus Estimate, showing a year-over-year increase in the top line and positive comparable sales [1][3] Financial Performance - Earnings per share (EPS) were reported at $1.85, surpassing the Zacks Consensus Estimate of $1.76 by 5.1%, although down from $1.99 in the prior-year quarter [3] - Net revenues reached $1.73 billion, exceeding the consensus mark of $1.67 billion by 3.7% and growing 4.2% year over year [3] - Comparable sales increased by 3.4%, a significant improvement from a negative 4.9% in the year-ago period [3] Segment Performance - Comparable sales at Williams-Sonoma increased by 7.3% compared to 0.9% in the year-ago quarter [4] - West Elm's comparable sales gained 0.2%, recovering from a 4.1% decline in the previous year [4] - Pottery Barn Kids and Teens saw a 3.8% increase in comparable sales, up from 2.8% in the year-ago quarter, while Pottery Barn's comparable sales inched up 2% from a 10.8% decline [4] Operating Metrics - Gross margin was reported at 44.3%, down from the projected 44.5%, and contracted 60 basis points year over year [5] - Selling, general and administrative expenses were 27.5% of net revenues, better than the projected 28.1%, reflecting a 130 basis points improvement year over year [6] - Operating margin expanded by 70 basis points to 16.8%, exceeding the model's prediction of 16.4% [6] Cash Flow and Shareholder Returns - As of May 4, 2025, cash and cash equivalents stood at $1.05 billion, down from $1.21 billion at the end of fiscal 2024 [7] - Net cash from operating activities totaled $118.9 million, compared to $226.8 million a year ago, allowing the company to return nearly $165 million to shareholders through stock repurchases and dividends [7] Future Guidance - For fiscal 2025, WSM projects annual net revenues to range from -1.5% to +1.5%, with comparable brand revenue growth expected to be flat to +3.0% [8] - Operating margin guidance is set between 17.4% and 17.8% [8] - Long-term expectations include mid-to-high single-digit revenue growth and operating margins in the mid-to-high teens [9]

It has been about a month since the last earnings report for Tesla (TSLA) . Shares have added about 33.5% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Tesla due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns out, f ...

Core Insights - Snowflake Inc. reported revenue of $1.04 billion for the quarter ended April 2025, reflecting a year-over-year increase of 25.8% [1] - The earnings per share (EPS) for the quarter was $0.24, up from $0.14 in the same quarter last year, with an EPS surprise of +9.09% compared to the consensus estimate of $0.22 [1] Financial Performance Metrics - Remaining performance obligations stood at $6.70 billion, exceeding the average estimate of $6.55 billion from four analysts [4] - The number of customers with trailing 12-month product revenue greater than $1 million reached 606, slightly above the two-analyst average estimate of 603 [4] - Product revenue was reported at $996.81 million, surpassing the estimated $934.18 million by 12 analysts, marking a 26.2% increase year-over-year [4] - Professional services and other revenue amounted to $45.26 million, exceeding the average estimate of $44.63 million, representing a 15.7% year-over-year increase [4] - Non-GAAP product gross profit was $754.12 million, above the average estimate of $720.03 million from nine analysts [4] - GAAP product gross profit was reported at $711.54 million, exceeding the two-analyst average estimate of $678.55 million [4] Stock Performance - Snowflake's shares have returned +30.4% over the past month, outperforming the Zacks S&P 500 composite's +12.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Home Depot's first-quarter fiscal 2025 results showed a decline in earnings but an increase in sales, indicating mixed performance amid ongoing customer engagement and seasonal events [1][2]. Financial Performance - Adjusted earnings per share were $3.56, down 3% from $3.67 in the previous year, missing the Zacks Consensus Estimate of $3.59 [2]. - Net sales increased by 9.4% to $39.86 billion from $36.42 billion year over year, surpassing the consensus estimate of $39.14 billion [2]. - Comparable sales decreased by 0.3%, with U.S. comparable sales rising by 0.2% [5]. Customer Engagement - Customer transactions improved by 2.1% year over year, while the average ticket remained flat [5]. - The company is optimistic about its initiatives to enhance customer experience and expand market share in the home improvement sector [4]. Cost and Margin Analysis - Gross profit rose by 8.3% year over year to $13.5 billion, but gross margin declined by 30 basis points to 33.8% [6]. - SG&A expenses increased by 12.9% to $7.5 billion, with SG&A as a percentage of sales growing by 60 basis points to 18.9% [7]. Future Outlook - Home Depot anticipates a 2.8% increase in sales and a 1% rise in comparable sales for fiscal 2025 [10]. - The company estimates a gross margin of 33.4% and an operating margin of 13% for fiscal 2025, with GAAP earnings per share expected to decline by 3% year over year [11][12].

Core Viewpoint - Dell Technologies is expected to report earnings on May 29, with estimates of $1.67 per share and $23.15 billion in revenue, indicating strong financial performance and potential volatility around the earnings report [1]. Group 1: Earnings and Revenue - The projected earnings per share for Dell Technologies is $1.67, with anticipated revenue of $23.15 billion [1]. - Dell Technologies has demonstrated impressive long-term earnings per share growth, reflecting a solid financial foundation [1]. - The company has also shown significant revenue growth, which is a positive indicator for investors [1]. Group 2: Market Volatility and Options Trading - Earnings reports can lead to abrupt volatility in stock prices, which can create opportunities for stock options traders [1]. - Dell Technologies has options available that expire on May 30, which may attract options traders looking to capitalize on potential price movements [1]. Group 3: Dividend Information - Dell Technologies currently has a dividend yield of 1.84%, which may appeal to dividend-focused investors [2]. - The company has a documented dividend history that investors can review for insights into its dividend-paying consistency [2].

Core Insights - Agilysys reported revenue of $74.27 million for the quarter ended March 2025, reflecting a year-over-year increase of 19.4% and surpassing the Zacks Consensus Estimate by 4.20% [1] - The company's EPS for the quarter was $0.54, significantly higher than the $0.32 reported in the same quarter last year, resulting in an EPS surprise of 107.69% compared to the consensus estimate of $0.26 [1] Revenue Breakdown - Net revenue from Products was $10.25 million, slightly above the average estimate of $10.03 million, but down 6.7% year-over-year [4] - Subscription and maintenance revenue reached $46.20 million, exceeding the average estimate of $45.39 million, with a year-over-year increase of 26.3% [4] - Professional services revenue was reported at $17.83 million, surpassing the estimated $15.85 million, marking a 21.7% increase compared to the previous year [4] Stock Performance - Agilysys shares have returned 23.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a 13.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - YPF Sociedad Anónima's stock surged by 18.2% following the announcement of its first-quarter 2025 earnings, despite a weak bottom line, primarily driven by a temporary pause in the U.S.-China trade conflict [1] YPF's Q1 Results - YPF reported first-quarter earnings of $0.62 per share, missing the Zacks Consensus Estimate of $0.73 per share and declining from $1.66 per share in the same quarter last year [2] - Total quarterly revenues were $4.61 billion, falling short of the Zacks Consensus Estimate of $4.92 billion but increasing from $4.31 billion year-over-year [2] - YPF currently holds a Zacks Rank 5 (Strong Sell) [2] YPF's Q1 Operations Upstream - Total production volumes increased by 4.9% year-over-year to 552.1 thousand barrels of oil equivalent per day (MBoe/d) [7] - Crude oil production rose by 5.6% year-over-year to 269.9 thousand barrels per day (MBbl/D), while natural gas production increased by 2.7% [7] - Average price realization for crude oil decreased by 0.6% year-over-year to $67.9 per barrel, and natural gas price realizations fell by 0.3% to $3 per million British thermal unit (MMBTU) [8] - EBITDA from upstream activities declined by 8% year-over-year to $766 million due to falling commodity price realizations [8] Midstream & Downstream - Refineries' utilization rate improved to 94% from 89% in the prior-year quarter [9] - Adjusted EBITDA from the Midstream & Downstream segment was $504 million, down 12% year-over-year, primarily due to higher crude oil purchases [9] Cash Flow of YPF - Net cash flow from operating activities totaled $850 million, while free cash outflow was reported at $957 million [10] Balance Sheet - As of March 31, 2025, YPF had cash and short-term investments of $1.2 billion and total debt of $9.6 billion [11]