分组1 - Lightspeed Commerce Inc. reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.11 per share, and showing an increase from $0.13 per share a year ago, resulting in an earnings surprise of +45.45% [1] - The company achieved revenues of $318.96 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.87%, and up from $277.18 million year-over-year [2] - Over the last four quarters, Lightspeed POS has exceeded consensus revenue estimates three times [2] 分组2 - The stock has underperformed, losing about 23.9% since the beginning of the year, compared to the S&P 500's gain of 15.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.11 on revenues of $313.35 million, and for the current fiscal year, it is $0.40 on revenues of $1.21 billion [7] - The Zacks Industry Rank for Internet - Software is in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - Datadog reported quarterly earnings of $0.55 per share, exceeding the Zacks Consensus Estimate of $0.45 per share, and showing an increase from $0.46 per share a year ago, resulting in an earnings surprise of +22.22% [1] - The company achieved revenues of $885.65 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.22% and up from $690.02 million year-over-year [2] - Datadog has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise of +22.22% indicates strong performance relative to expectations, with a previous quarter surprise of +12.2% [1][2] - The company has a favorable trend in estimate revisions leading to a Zacks Rank 2 (Buy), suggesting expected outperformance in the near future [6] Future Outlook - Current consensus EPS estimate for the upcoming quarter is $0.45 on revenues of $880.75 million, and for the current fiscal year, it is $1.84 on revenues of $3.32 billion [7] - The sustainability of stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] Industry Context - The Internet - Software industry, to which Datadog belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Datadog's stock performance [5]

Core Insights - Tapestry reported quarterly earnings of $1.38 per share, exceeding the Zacks Consensus Estimate of $1.25 per share, and showing an increase from $1.02 per share a year ago, resulting in an earnings surprise of +10.40% [1] - The company achieved revenues of $1.7 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.92% and up from $1.51 billion year-over-year [2] - Tapestry's stock has increased by approximately 67.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.6% [3] Earnings Outlook - The future performance of Tapestry's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.16 on revenues of $2.24 billion, and for the current fiscal year, it is $5.48 on revenues of $7.23 billion [7] Industry Context - The Retail - Apparel and Shoes industry, to which Tapestry belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

Core Insights - United Parks & Resorts reported quarterly earnings of $1.61 per share, missing the Zacks Consensus Estimate of $2.24 per share, and down from $2.08 per share a year ago, representing an earnings surprise of -28.13% [1] - The company posted revenues of $511.85 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 5.11% and down from $545.9 million year-over-year [2] - The stock has underperformed the market, losing about 17.7% since the beginning of the year compared to the S&P 500's gain of 15.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.71 on revenues of $387.2 million, and for the current fiscal year, it is $4.04 on revenues of $1.7 billion [7] - The estimate revisions trend for United Parks & Resorts was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Leisure and Recreation Services industry, to which United Parks & Resorts belongs, is currently in the top 28% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5]

Core Insights - Becton Dickinson (BDX) reported quarterly earnings of $3.96 per share, exceeding the Zacks Consensus Estimate of $3.92 per share, and showing an increase from $3.81 per share a year ago, representing an earnings surprise of +1.02% [1] - The company achieved revenues of $5.89 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.04% and up from $5.44 billion year-over-year [2] - Becton Dickinson has outperformed consensus EPS estimates in all four quarters over the past year, while it has topped revenue estimates three times in the same period [2] Earnings Outlook - The future performance of Becton Dickinson's stock will largely depend on management's commentary during the earnings call and the sustainability of its immediate price movement based on the latest earnings numbers and future expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $3.25 on revenues of $5.39 billion, and for the current fiscal year, it is $14.79 on revenues of $22.77 billion [7] Industry Context - The Medical - Dental Supplies industry, to which Becton Dickinson belongs, is currently ranked in the top 17% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into potential stock performance [5]

Core Viewpoint - EchoStar reported quarterly earnings of $0.83 per share, significantly exceeding the Zacks Consensus Estimate of a loss of $1.23 per share, and compared to a loss of $0.52 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +167.48%, with the company previously expected to post a loss of $1.12 per share but actually reporting a loss of $1.06, resulting in a surprise of +5.36% [2] - EchoStar's revenues for the quarter ended September 2025 were $3.61 billion, missing the Zacks Consensus Estimate by 3.83%, and down from $3.89 billion in the same quarter last year [3] - Over the last four quarters, the company has surpassed consensus EPS estimates four times but has only topped consensus revenue estimates once [3] Stock Performance - EchoStar shares have increased approximately 215.8% since the beginning of the year, outperforming the S&P 500's gain of 15.6% [4] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for it to outperform the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$1.26 on revenues of $3.81 billion, and for the current fiscal year, it is -$3.86 on revenues of $15.12 billion [8] - The outlook for the Satellite and Communication industry is favorable, ranking in the top 30% of over 250 Zacks industries, suggesting potential for better performance compared to lower-ranked industries [9] Industry Context - Gilat Satellite, another company in the same industry, is expected to report quarterly earnings of $0.13 per share, reflecting a year-over-year change of -7.1%, with revenues anticipated to be $112 million, up 50.1% from the previous year [10][11]

Core Insights - Resideo Technologies reported quarterly earnings of $0.89 per share, exceeding the Zacks Consensus Estimate of $0.71 per share, and up from $0.58 per share a year ago [1] - The earnings surprise was +25.35%, with the company having surpassed consensus EPS estimates three times in the last four quarters [2] - The company posted revenues of $1.86 billion for the quarter, slightly missing the Zacks Consensus Estimate by 0.55%, but up from $1.83 billion year-over-year [3] Earnings Performance - The earnings surprise of +25.35% indicates strong performance relative to expectations [2] - Resideo Technologies has consistently outperformed EPS estimates, achieving this in three out of the last four quarters [2] Revenue Analysis - The reported revenue of $1.86 billion was a slight miss compared to the consensus estimate, but it still reflects growth from the previous year's revenue [3] - The company has also topped revenue estimates three times in the last four quarters, indicating a positive trend in revenue performance [3] Stock Performance - Resideo Technologies shares have increased approximately 79.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.1% [4] - The stock's future price movement will depend on management's commentary during the earnings call and the sustainability of earnings expectations [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.77, with expected revenues of $1.92 billion, and for the current fiscal year, the estimate is $2.78 on $7.5 billion in revenues [8] - The favorable trend in estimate revisions prior to the earnings release has resulted in a Zacks Rank 1 (Strong Buy) for the stock, suggesting expected outperformance in the near future [7] Industry Context - Resideo Technologies operates within the Zacks Security and Safety Services industry, which is currently ranked in the top 16% of over 250 Zacks industries [9] - The performance of the stock may be influenced by the overall outlook for the industry, with research indicating that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9]

Core Insights - ATN International reported quarterly earnings of $0.18 per share, exceeding the Zacks Consensus Estimate of a loss of $0.06 per share, marking an earnings surprise of +400.00% [1] - The company generated revenues of $183.17 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.42% and showing an increase from $178.45 million year-over-year [2] - The stock has underperformed the market, losing about 15.5% since the beginning of the year compared to the S&P 500's gain of 15.1% [3] Earnings Performance - Over the last four quarters, ATN International has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is -$0.02 on revenues of $183.1 million, and for the current fiscal year, it is -$0.36 on revenues of $726 million [7] Market Outlook - The company's earnings outlook and management's commentary on the earnings call will be crucial for understanding future stock movements [3][4] - The Zacks Rank for ATN International is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The Wireless National industry, to which ATN International belongs, is currently in the bottom 35% of Zacks industries, which may impact the stock's performance [8]

分组1 - American States Water (AWR) reported quarterly earnings of $1.06 per share, exceeding the Zacks Consensus Estimate of $1.01 per share, and up from $0.95 per share a year ago, representing an earnings surprise of +4.95% [1] - The company posted revenues of $182.72 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.65%, compared to year-ago revenues of $161.78 million [2] - The stock has underperformed the market, losing about 4% since the beginning of the year, while the S&P 500 gained 15.1% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.70 on $156 million in revenues, and for the current fiscal year, it is $3.30 on $646 million in revenues [7] - The Utility - Water Supply industry is currently in the top 27% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - American States Water has a Zacks Rank 2 (Buy), suggesting that the shares are expected to outperform the market in the near future [6]

Core Insights - Mativ Holdings (MATV) reported quarterly earnings of $0.39 per share, exceeding the Zacks Consensus Estimate of $0.27 per share, and showing an increase from $0.21 per share a year ago, resulting in an earnings surprise of +44.44% [1] - The company achieved revenues of $513.7 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.72% and increasing from $498.5 million year-over-year [2] Earnings Performance - Over the last four quarters, Mativ Holdings has surpassed consensus EPS estimates three times, indicating a positive trend in earnings performance [2] - The company had a previous quarter earnings surprise of +83.33%, with actual earnings of $0.33 per share compared to an expected $0.18 per share [1] Stock Performance and Outlook - Mativ Holdings shares have declined approximately 5.7% since the beginning of the year, contrasting with the S&P 500's gain of 15.1% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings numbers [3][4] Earnings Estimates and Industry Context - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $485 million, and for the current fiscal year, it is $0.56 on revenues of $2 billion [7] - The Zacks Industry Rank places the Chemical - Specialty sector in the bottom 35% of over 250 Zacks industries, which may impact Mativ Holdings' stock performance [8]