Core Viewpoint - Viking Holdings (VIK) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with a consensus outlook suggesting a positive earnings picture for the company [1] Earnings Expectations - The upcoming earnings report is expected to reveal quarterly earnings of $0.98 per share, reflecting a year-over-year increase of 29% [3] - Revenues are projected to reach $1.83 billion, marking a 15.3% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 1.21% higher in the last 30 days, indicating a collective reassessment by analysts [4] - Viking's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.40%, suggesting a bullish outlook from analysts [12] Earnings Surprise Prediction - A positive Earnings ESP reading is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 2, which Viking currently holds [10][12] - Historical performance shows that Viking has beaten consensus EPS estimates in the last four quarters, indicating a trend of positive surprises [14] Market Reaction - The stock may experience upward movement if the earnings report exceeds expectations, while a miss could lead to a decline [2] - Other factors beyond earnings results may also influence stock price movements, highlighting the importance of considering broader market conditions [15]

Wall Street expects a year-over-year increase in earnings on higher revenues when Home Depot (HD) reports results for the quarter ended July 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on August 19, might help the stock move higher if these key numbers are better than expectations. ...

Core Viewpoint - Palo Alto Networks (PANW) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended July 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 18, with a consensus estimate of $0.88 per share, reflecting a year-over-year increase of 17.3%. Revenues are projected to be $2.5 billion, up 14.2% from the previous year [3][2]. - The consensus EPS estimate has been revised 1.21% higher in the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Palo Alto is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.53%, suggesting a bearish outlook from analysts [11]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, which increases the likelihood of a positive surprise [9][10]. Historical Performance - In the last reported quarter, Palo Alto exceeded the expected earnings of $0.77 per share by delivering $0.80, resulting in a surprise of +3.90%. The company has beaten consensus EPS estimates in the last four quarters [12][13]. Conclusion - Despite the historical performance of beating estimates, Palo Alto does not currently appear to be a compelling candidate for an earnings beat, and investors should consider other factors before making investment decisions [16].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for DLocal despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - DLocal is expected to report quarterly earnings of $0.13 per share, reflecting a year-over-year decrease of 13.3%, while revenues are projected to be $231.04 million, an increase of 34.9% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +5.00% for DLocal, suggesting recent bullish sentiment among analysts [12]. However, the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - DLocal has exceeded consensus EPS estimates in three out of the last four quarters, with a notable surprise of +25.00% in the last reported quarter [13][14]. Conclusion - While DLocal does not appear to be a strong candidate for an earnings beat, investors should consider other influencing factors before making investment decisions [17].

Core Viewpoint - The market anticipates Absci Corporation (ABSI) to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate indicates a quarterly loss of $0.19 per share, reflecting a year-over-year change of +13.6%, while revenues are expected to reach $2.32 million, an increase of 82.7% from the previous year [3]. - The consensus EPS estimate has been revised 11.36% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for Absci is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +12.07%, suggesting a likelihood of beating the consensus EPS estimate [12]. - The stock currently holds a Zacks Rank of 3, which indicates a neutral outlook [12]. Historical Performance - In the last reported quarter, Absci was expected to post a loss of $0.23 per share but delivered a loss of -$0.21, resulting in a surprise of +8.70% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Context - In the Zacks Medical - Biomedical and Genetics industry, Immunome, Inc. is expected to report a loss of $0.52 per share for the same quarter, with revenues projected at $2.47 million, up 4.7% year-over-year [18]. - Immunome's consensus EPS estimate has been revised down by 0.7% over the last 30 days, but it has an Earnings ESP of +15.92%, combined with a Zacks Rank of 4, indicating challenges in predicting an earnings beat [19].

The consensus EPS estimate for the quarter has been revised 10.53% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise While the sustainability of the immediate price change and future earnings expe ...

Core Viewpoint - Exodus Movement, Inc. (EXOD) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with a consensus outlook suggesting a quarterly loss of $0.08 per share, reflecting a 78.4% improvement from the previous year, and revenues expected to reach $24.2 million, an 8.5% increase year-over-year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for August 11, and the stock may experience upward movement if the reported figures exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 67.65% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP (Expected Surprise Prediction) model indicates that the Most Accurate Estimate for EXOD is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +126.67%, suggesting a bullish outlook from analysts [10][11]. - However, the stock currently holds a Zacks Rank of 4, complicating the prediction of an earnings beat [11]. Historical Performance - In the last reported quarter, EXOD was expected to post earnings of $0.22 per share but instead reported a loss of -$0.45, resulting in a surprise of -304.55% [12]. - Over the past four quarters, the company has only surpassed consensus EPS estimates once [13]. Industry Comparison - Grindr Inc. (GRND), another player in the Zacks Internet - Software industry, is expected to report earnings per share of $0.1 for the same quarter, reflecting a year-over-year change of +42.9%, with revenues projected at $104.8 million, up 27.3% from the previous year [17]. - The consensus EPS estimate for Grindr has been revised 8.3% lower in the last 30 days, resulting in an Earnings ESP of 0%, making it difficult to predict an earnings beat [18].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for New Fortress Energy (NFE) due to higher revenues, with actual results being crucial for stock price movement [1][2] Earnings Expectations - The consensus estimate predicts a quarterly loss of $0.29 per share, reflecting a year-over-year change of +29.3% [3] - Expected revenues are $686.21 million, which is a 60.3% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 18.27% lower in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12] Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - New Fortress Energy currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [12][13] Historical Performance - In the last reported quarter, New Fortress Energy was expected to post a loss of $0.04 per share but instead reported a loss of -$0.73, resulting in a surprise of -1,725.00% [14] - Over the past four quarters, the company has beaten consensus EPS estimates twice [15] Conclusion - New Fortress Energy does not appear to be a strong candidate for an earnings beat, and investors should consider other factors before making investment decisions [18]

Core Viewpoint - Microchip Technology (MCHP) is anticipated to report a year-over-year decline in earnings and revenues for the quarter ended June 2025, which could significantly influence its stock price depending on the actual results compared to estimates [1][3]. Earnings Expectations - The upcoming earnings report is expected to show earnings of $0.24 per share, reflecting a decline of 54.7% year-over-year, with revenues projected at $1.05 billion, down 15.1% from the previous year [3]. - The consensus EPS estimate has been revised 1.37% higher in the last 30 days, indicating a slight positive adjustment from analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Microchip Tech is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.19%, suggesting a bearish outlook [11]. - Despite the negative Earnings ESP, the company holds a Zacks Rank of 2 (Buy), complicating predictions of an earnings beat [11]. Historical Performance - In the last reported quarter, Microchip Tech exceeded the consensus EPS estimate by 10%, having beaten estimates three times over the last four quarters [12][13]. Industry Comparison - In contrast, ON Semiconductor Corp. is expected to report earnings of $0.54 per share for the same quarter, indicating a year-over-year decline of 43.8%, with revenues projected at $1.45 billion, down 16.4% [17][18]. - ON Semiconductor has a positive Earnings ESP of +16.85% and a Zacks Rank of 2, suggesting a higher likelihood of beating the consensus EPS estimate [18][19].

Core Viewpoint - Playtika Holding (PLTK) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, which could significantly influence its stock price depending on the actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for August 7, and if the reported figures exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The consensus estimate for Playtika's quarterly earnings is projected at $0.15 per share, reflecting a year-over-year decrease of 34.8%, while revenues are expected to reach $710.65 million, marking a 13.3% increase from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 1.08%, indicating a collective reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Playtika is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.64%, suggesting a bearish outlook from analysts [12]. Historical Performance - In the last reported quarter, Playtika was expected to post earnings of $0.11 per share but only achieved $0.09, resulting in a surprise of -18.18% [13]. - Over the past four quarters, Playtika has only beaten consensus EPS estimates once [14]. Predictive Indicators - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3; however, Playtika currently holds a Zacks Rank of 3, making it challenging to predict a beat [10][12]. - The predictive power of the Earnings ESP model is significant primarily for positive readings, and a negative Earnings ESP does not necessarily indicate an earnings miss [9][11].