Core Viewpoint - Sunrun Inc. (RUN) is expected to report its second-quarter 2025 results on August 6, with a focus on sales growth driven by solar demand and challenges from increased costs [1][4]. Group 1: Financial Performance Expectations - The Zacks Consensus Estimate for Sunrun's Q2 sales is $557.2 million, reflecting a 6.4% increase from the previous year [4][9]. - The earnings estimate for the upcoming quarter is a loss of 18 cents per share, a decline from earnings of 55 cents per share reported in the same quarter last year [4][9]. Group 2: Factors Influencing Results - Strong sales volume for solar energy systems and products, along with a growing customer base and increased storage attachment rates, are expected to positively impact revenues [2]. - However, rising expenses due to higher battery hardware and installation labor costs from increased storage attachment rates may negatively affect overall earnings [3]. Group 3: Earnings Prediction Insights - The current Earnings ESP for Sunrun is -47.26%, indicating a low probability of an earnings beat this quarter [5]. - Sunrun holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook compared to other stocks in the sector [6].

Industry Overview - The Zacks Transportation sector is diverse, including airlines, railroads, package delivery companies, and truckers. The S&P 500 members of this sector are expected to see a 4.7% decline in second-quarter 2025 earnings year over year, with revenues estimated to decrease by 0.5% [1]. Earnings Outlook - Several companies in the sector, such as Expeditors International of Washington (EXPD), GXO Logistics (GXO), and ZIM Integrated Shipping Services (ZIM), are anticipated to report better-than-expected earnings despite challenges like weak freight demand, tariff-induced uncertainty, inflation, and supply chain disruptions [2]. - The decline in oil prices, which fell by 6% in the April-June period, is expected to positively impact the bottom-line growth of transportation companies due to reduced fuel expenses [3]. Cost Management and E-commerce - Companies are likely benefiting from cost control measures aimed at improving profitability amid weak freight demand. The ongoing strength of e-commerce is also a positive factor for the sector [4]. Airline and Shipping Company Performance - U.S. airline companies are experiencing stabilization in air travel demand despite economic uncertainties, which is a favorable sign. Shipping companies are showing resilience, particularly those focusing on growth and operational efficiency, despite facing high inflation and tariff-related challenges [5]. Company-Specific Insights - **Expeditors International of Washington (EXPD)**: The company has an Earnings ESP of +0.11% and a Zacks Rank of 3. It is expected to report its second-quarter 2025 results on August 5. Despite weak volumes in air-freight and ocean containers, cost-cutting efforts are likely to support its bottom line. EXPD has beaten the Zacks Consensus Estimate in the last four quarters, averaging a 13.3% beat [9][10]. - **GXO Logistics (GXO)**: GXO has an Earnings ESP of +8.33% and a Zacks Rank of 3, with results scheduled for August 5. Increased e-commerce, automation, and outsourcing are expected to enhance its performance, alongside cost-cutting measures. The company has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average beat of 3.9% [11][12]. - **ZIM Integrated Shipping Services (ZIM)**: ZIM boasts an Earnings ESP of +20.66% and a Zacks Rank of 3, with results due on August 20. Its asset-light model allows for rapid capacity adjustments, and its focus on niche markets helps maintain strong pricing power. ZIM has consistently beaten the Zacks Consensus Estimate in the last four quarters, averaging a 34.5% beat [13][14].

Core Viewpoint - Sonos, Inc. is expected to report a decline in year-over-year revenues for Q3 fiscal 2025, despite a sequential increase due to seasonal factors, with challenges stemming from product category pressures and external economic conditions [2][4][6]. Financial Performance Expectations - Sonos anticipates Q3 revenues between $310 million and $340 million, representing a sequential increase of 19–31% but a year-over-year decline of 14–22% [2]. - The consensus estimate for earnings is set at 9 cents per share, down from 23 cents in the prior-year quarter, with a trailing four-quarter average earnings surprise of 29.3% [3][10]. - GAAP gross margin is expected to be between 43% and 45%, while non-GAAP gross margin is projected at 45.2% to 47% [7][10]. Challenges Impacting Performance - Sonos faces multiple headwinds, including cyclically pressured product categories, particularly in the portables segment, and uncertain demand trends [4]. - Supply chain disruptions, regulatory pressures, and financial market volatility are likely to have negatively impacted margins and competitive positioning [5][6]. - Tariff-related expenses are projected to increase, with actual cash outlay expected to rise significantly in the upcoming quarters [5]. Strategic Initiatives - The launch of high-margin products like Sonos Ace and Era 100 Pro is anticipated to help mitigate some of the margin and demand pressures [8][10][12]. - Sonos is focusing on product innovation and maintaining a cadence of two hardware launches per year to drive long-term growth [12]. - Expansion of direct-to-consumer initiatives and a growing international presence, particularly in Asia, are expected to support overall performance [13].

Core Viewpoint - Zebra Technologies Corporation (ZBRA) is expected to report second-quarter 2025 results on August 5, with projected revenues of $1.28 billion, reflecting a 5% year-over-year growth, and adjusted earnings of $3.31 per share, indicating a 4.1% increase from the previous year [1][9]. Revenue Estimates - The Zacks Consensus Estimate for revenues is $1.28 billion, which indicates a growth of 5% from the year-ago quarter's figure [1]. - The Enterprise Visibility & Mobility segment is expected to generate revenues of $853 million, reflecting a 4% increase from the previous year [3]. - The Asset Intelligence and Tracking segment's revenues are projected to be $430 million, indicating an 8.3% growth from the year-ago number [4]. Earnings Performance - The consensus estimate for adjusted earnings has remained stable over the past 60 days, with an impressive earnings surprise history, outperforming the consensus estimate in each of the last four quarters, averaging an 8.4% surprise [2]. - In the last reported quarter, Zebra Technologies delivered an earnings surprise of 11.7% [2]. Segment Performance Drivers - The Enterprise Visibility & Mobility segment's performance is driven by strong demand for mobile computing products and data capture solutions, along with increased sales of services and software due to retail software wins [3]. - The Asset Intelligence and Tracking segment is expected to benefit from solid demand for printing solutions and RFID products [4]. Strategic Acquisitions - Zebra Technologies is focused on acquisitions to expand its product offerings and customer base, such as the acquisition of Photoneo in March 2025, enhancing its portfolio in 3D machine vision solutions [5]. Cost and Currency Challenges - The company's performance has been negatively impacted by high costs and expenses, with increased raw material costs expected to affect the bottom line [6]. - A stronger U.S. dollar is likely to have hurt Zebra Technologies' overseas business due to its extensive geographic presence [6]. Earnings Prediction Model - The current model does not predict an earnings beat for ZBRA, as the Earnings ESP is 0.00%, with both the Zacks Consensus Estimate and the Most Accurate Estimate at $3.31 [7][8]. Zacks Rank - Zebra Technologies currently holds a Zacks Rank of 3, indicating a hold position [10].

Core Viewpoint - Pfizer is set to report its second-quarter 2025 earnings on August 5, with sales and earnings estimates of $13.78 billion and $0.58 per share, respectively. Recent estimates for 2025 earnings have increased slightly from $3.06 to $3.07 per share over the past month [1][7]. Earnings Performance - Pfizer has consistently exceeded earnings expectations in the last four quarters, achieving an average earnings surprise of 43.49%. The most recent quarter saw an earnings surprise of 43.75% [3][7]. Earnings Surprise Prediction - Pfizer has an Earnings ESP of +1.43% and holds a Zacks Rank 3 (Hold), suggesting a potential positive surprise in the upcoming earnings report [4][5]. Sales Expectations - Strong sales from products like Vyndaqel and Padcev are anticipated to counterbalance declines in sales from Eliquis, Ibrance, and Prevnar. The Zacks Consensus Estimate for Eliquis alliance revenues is $1.95 billion, while the estimate for Prevnar family vaccine sales is $1.36 billion [7][9][10]. Impact of Legislation - The redesign of Medicare Part D under the Inflation Reduction Act (IRA) is expected to negatively affect U.S. revenues, particularly for higher-priced drugs such as Vyndaqel and Ibrance [8]. Segment Analysis - In the Primary Care segment, alliance revenues from Eliquis are projected to decline due to IRA-driven lower pricing. In Oncology, Ibrance sales are likely to be impacted by competitive pressures and generic entries, while sales of Xtandi and Lorbrena are expected to rise [9][14]. Product Performance - Sales of the COVID-19 vaccine Comirnaty are expected to have increased, while sales of the antiviral pill Paxlovid are likely to have declined due to lower infection rates. The Zacks Consensus Estimate for Comirnaty revenues is $193 million, while for Paxlovid it is $299 million [11][12]. Valuation and Stock Performance - Pfizer's stock has decreased by 7.5% this year, compared to a 2.9% decline in the industry. The stock is currently trading at a price/earnings ratio of 7.61, which is lower than the industry average of 14.30 and its own 5-year mean of 10.82 [18][21]. Investment Outlook - Despite challenges such as declining COVID-19 product sales and upcoming loss of exclusivity, Pfizer is expected to see growth from key products and cost-cutting measures. The company anticipates savings of $7.7 billion by the end of 2027, and its dividend yield exceeds 7%, making it attractive for value and income investors [24][26][27].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for American Axle & Manufacturing (AXL) due to lower revenues, with a focus on how actual results compare to estimates [1][2]. Earnings Expectations - American Axle is expected to report quarterly earnings of $0.13 per share, reflecting a year-over-year decrease of 31.6% [3]. - Revenues are projected to be $1.51 billion, down 7.8% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 16.88% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for American Axle is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +17.59% [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]. - American Axle currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, American Axle exceeded the expected earnings of $0.02 per share by delivering $0.09, resulting in a surprise of +350.00% [13]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [14]. Industry Context - Another player in the automotive industry, Adient (ADNT), is expected to post earnings of $0.47 per share, indicating a year-over-year increase of 46.9% [18]. - Adient's revenues are anticipated to be $3.56 billion, down 4.2% from the previous year, with a revised EPS estimate up by 15.3% in the last 30 days [19].

Core Viewpoint - Okeanis Eco Tankers Corp. 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 consensus estimate for Okeanis Eco Tankers Corp. is an earnings per share (EPS) of $0.46, reflecting a year-over-year decrease of 62.6% [3]. - Expected revenues are projected at $51.88 million, down 53.7% from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 57.9% higher, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Okeanis Eco Tankers Corp. is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +27.47% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a higher likelihood of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Okeanis Eco Tankers Corp. currently holds a Zacks Rank of 3, indicating a potential to beat the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Okeanis Eco Tankers Corp. exceeded the expected EPS of $0.24 by delivering $0.36, resulting in a surprise of +50.00% [13]. - The company has successfully beaten consensus EPS estimates in all of the last four quarters [14]. Industry Context - Genco Shipping & Trading, another player in the Zacks Transportation - Shipping industry, is expected to report a loss of $0.15 per share for the same quarter, indicating a year-over-year change of -132.6% [18]. - Genco's expected revenues are $47.9 million, down 37.6% from the previous year, with a consensus EPS estimate revised 18% higher over the last 30 days [19].

Company Overview - Under Armour (UAA) is expected to report a year-over-year increase in earnings of +200% with an EPS of $0.03, despite a revenue decline of 4.3% to $1.13 billion for the quarter ended June 2025 [3][12] - The earnings report is scheduled for release on August 8, and the actual results will significantly influence the stock price [2][3] Earnings Estimates and Trends - The consensus EPS estimate has been revised 0.76% lower over the last 30 days, indicating a reassessment by analysts [4] - Under Armour's Earnings ESP (Expected Surprise Prediction) stands at +13.79%, suggesting a more optimistic outlook from analysts compared to the consensus estimate [12] Historical Performance - In the last reported quarter, Under Armour had a surprise of +11.11%, posting a loss of -$0.08 per share against an expected loss of -$0.09 [13] - The company has beaten consensus EPS estimates in each of the last four quarters [14] Comparison with Industry Peers - In the Zacks Textile - Apparel industry, Ralph Lauren (RL) is expected to post earnings of $3.45 per share, reflecting a year-over-year increase of +27.8% and revenue growth of 8.8% to $1.65 billion [18][19] - Ralph Lauren's Earnings ESP is +0.75% with a Zacks Rank of 2 (Buy), indicating a strong likelihood of beating the consensus EPS estimate [20]

Core Viewpoint - Ur Energy (URG) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with the consensus outlook indicating a potential impact on its near-term stock price based on actual results compared to estimates [1][2]. Financial Expectations - The consensus estimate suggests Ur Energy will post a quarterly loss of $0.01 per share, reflecting a year-over-year change of +66.7%. Revenues are projected to be $10.4 million, representing a significant increase of 123.7% from the same quarter last year [3]. - The Most Accurate Estimate for Ur Energy aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, indicating no recent analyst revisions that differ from the consensus [12]. Estimate Revisions and Predictions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst assessments [4]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a favorable Zacks Rank. Stocks with this combination have historically produced a positive surprise nearly 70% of the time [10]. Historical Performance - Ur Energy has not been able to beat consensus EPS estimates in any of the last four quarters, with the last reported quarter showing an expected loss of $0.03 per share, which matched the actual result, resulting in no surprise [13][14]. Industry Context - Another company in the mining sector, MP Materials Corp. (MP), is expected to report a loss of $0.16 per share for the same quarter, with revenues anticipated at $45.38 million, up 45.2% year-over-year. However, it also faces challenges with a negative Earnings ESP of -7.94% [18][19].

Wall Street expects a year-over-year decline in earnings on lower revenues when Gray Media (GTN) reports results for the quarter ended June 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 8, might help the stock move higher if these key numbers are better than expectations. On ...