Earnings Estimate Revisions

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Oracle (ORCL) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKS· 2025-09-05 14:16
Core Viewpoint - Oracle (ORCL) is expected to report quarterly earnings of $1.47 per share, a 5.8% increase year-over-year, with revenues projected at $15.01 billion, reflecting a 12.8% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate for the quarter has not changed in the past 30 days, indicating stability in analysts' projections [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue Projections - Analysts estimate 'Revenue- Hardware' at $655.03 million [4]. - 'Revenue- Cloud license and on-premise license' is forecasted at $875.77 million, a 0.7% increase from the previous year [5]. - 'Cloud Services and License Support Revenues by Ecosystem' is expected to reach $12.23 billion, showing a 16.3% year-over-year increase [5]. - 'Revenue- Services' is projected to be $1.27 billion, reflecting a 0.4% increase from the prior year [5]. Cloud Services Breakdown - 'Cloud Services and License Support Revenues by Ecosystem- Applications cloud services and license support' is estimated at $5.12 billion, a 7.4% increase year-over-year [6]. - 'Cloud Services and License Support Revenues by Ecosystem- Infrastructure cloud services and license support' is expected to reach $7.04 billion, indicating a 22.5% year-over-year growth [6]. Geographic Revenue Estimates - 'Geographic Revenue- Americas' is projected at $9.47 billion, a 13.1% increase year-over-year [7]. - 'Geographic Revenue- Asia-Pacific' is expected to be $1.80 billion, reflecting a 5.6% increase from the previous year [7]. - 'Geographic Revenue- Europe, Middle East and Africa' is forecasted at $3.71 billion, indicating a 15% year-over-year growth [7]. Stock Performance - Oracle shares have decreased by 10.6% over the past month, contrasting with a 2.8% increase in the Zacks S&P 500 composite [8]. - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [8].
Concrete Pumping (BBCP) Q3 Earnings and Revenues Surpass Estimates
ZACKS· 2025-09-04 22:46
Core Insights - Concrete Pumping (BBCP) reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, but down from $0.13 per share a year ago, representing an earnings surprise of +16.67% [1] - The company posted revenues of $103.68 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 2.25%, but down from $109.62 million year-over-year [2] - The stock has underperformed the market with a gain of about 1.7% since the beginning of the year, compared to the S&P 500's gain of 9.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $102.2 million, and for the current fiscal year, it is $0.07 on revenues of $384 million [7] - The estimate revisions trend for Concrete Pumping 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 Waste Removal Services industry, to which Concrete Pumping belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]
Braze, Inc. (BRZE) Q2 Earnings and Revenues Beat Estimates
ZACKS· 2025-09-04 22:46
Group 1: Earnings Performance - Braze, Inc. reported quarterly earnings of $0.15 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, and up from $0.09 per share a year ago, representing an earnings surprise of +400.00% [1] - The company has surpassed consensus EPS estimates for the last four quarters [2] - Braze's revenues for the quarter ended July 2025 were $180.11 million, surpassing the Zacks Consensus Estimate by 4.96%, and up from $145.5 million year-over-year [2] Group 2: Stock Performance and Outlook - Braze shares have declined approximately 35.6% since the beginning of the year, while the S&P 500 has gained 9.6% [3] - The future performance of Braze's stock will depend on management's commentary during the earnings call and the earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.02 on revenues of $180.44 million, and for the current fiscal year, it is $0.17 on revenues of $704.36 million [7] Group 3: Industry Context - The Internet - Software industry, to which Braze belongs, is currently ranked in the top 29% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Braze's stock performance [5][6]
American Outdoor Brands, Inc. (AOUT) Reports Q1 Loss, Misses Revenue Estimates
ZACKS· 2025-09-04 22:46
Financial Performance - American Outdoor Brands, Inc. reported a quarterly loss of $0.26 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.16, and compared to earnings of $0.06 per share a year ago, indicating a significant decline [1] - The company posted revenues of $29.7 million for the quarter ended July 2025, missing the Zacks Consensus Estimate by 19.29%, and down from $41.64 million in the same quarter last year [2] - Over the last four quarters, the company has surpassed consensus EPS estimates three times, but has underperformed the market with shares losing about 32.8% since the beginning of the year [2][3] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $0.38 on revenues of $61 million, and for the current fiscal year, it is $0.41 on revenues of $212.9 million [7] - The estimate revisions trend for American Outdoor Brands 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 Products industry, to which American Outdoor Brands belongs, is currently in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment and stock performance [5]
Pro-Dex, Inc. (PDEX) Lags Q4 Earnings and Revenue Estimates
ZACKS· 2025-09-04 22:46
Group 1 - Pro-Dex, Inc. reported quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.47 per share, and down from $0.46 per share a year ago, representing an earnings surprise of -23.40% [1] - The company posted revenues of $17.49 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.27%, compared to year-ago revenues of $15.02 million [2] - Pro-Dex shares have lost about 0.6% since the beginning of the year, while the S&P 500 has gained 9.6% [3] Group 2 - The current consensus EPS estimate for the coming quarter is $0.50 on $15.3 million in revenues, and for the current fiscal year, it is $2.38 on $70 million in revenues [7] - The Zacks Industry Rank indicates that the Medical - Dental Supplies sector is currently in the bottom 30% of over 250 Zacks industries, which may impact stock performance [8]
Quanex Building Products (NX) Misses Q3 Earnings Estimates
ZACKS· 2025-09-04 22:46
Company Performance - Quanex Building Products reported quarterly earnings of $0.69 per share, missing the Zacks Consensus Estimate of $0.85 per share, and down from $0.73 per share a year ago, representing an earnings surprise of -18.82% [1] - The company posted revenues of $495.27 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 1.35%, and up from $280.35 million year-over-year [2] - Over the last four quarters, Quanex has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - Quanex shares have lost about 17.1% since the beginning of the year, while the S&P 500 has gained 9.6% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimate at $1.02 on $509.3 million in revenues for the coming quarter and $2.64 on $1.85 billion in revenues for the current fiscal year [4][7] - The estimate revisions trend for Quanex 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 Building Products - Miscellaneous industry, to which Quanex belongs, is currently in the bottom 38% of over 250 Zacks industries, suggesting potential challenges ahead [8]
Toro (TTC) Tops Q3 Earnings Estimates
ZACKS· 2025-09-04 14:41
Core Viewpoint - Toro (TTC) reported quarterly earnings of $1.24 per share, exceeding the Zacks Consensus Estimate of $1.22 per share, and showing an increase from $1.18 per share a year ago, representing an earnings surprise of +1.64% [1] - The company posted revenues of $1.13 billion for the quarter ended July 2025, which was below the Zacks Consensus Estimate by 2.02% and a decrease from $1.16 billion year-over-year [2] Group 1: Earnings Performance - Toro has surpassed consensus EPS estimates three times over the last four quarters [2] - The earnings surprise for the previous quarter was +2.9%, with actual earnings of $1.42 per share against an expected $1.38 [1][2] Group 2: Revenue Performance - The company has not been able to beat consensus revenue estimates over the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $0.96 on revenues of $1.04 billion, and for the current fiscal year, it is $4.23 on revenues of $4.51 billion [7] Group 3: Stock Performance and Outlook - Toro shares have increased by about 0.5% since the beginning of the year, while the S&P 500 has gained 9.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Group 4: Industry Context - The Tools - Handheld industry, to which Toro belongs, is currently in the top 40% of over 250 Zacks industries, suggesting a favorable industry outlook [8]
Synopsys (SNPS) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2025-09-04 14:16
Core Insights - Wall Street analysts anticipate Synopsys (SNPS) to report quarterly earnings of $3.84 per share, reflecting a year-over-year increase of 12% [1] - Expected revenues for Synopsys are projected at $1.77 billion, which represents a 15.9% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the past 30 days, indicating stability in analysts' projections [1] Revenue Projections - Analysts estimate 'Revenue- Maintenance and service' to be $290.38 million, indicating a year-over-year change of +3.7% [4] - The projected 'Revenue- Total products revenue' is $1.48 billion, suggesting a +19% change from the previous year [4] - 'Revenue by segment- Design IP' is expected to reach $539.28 million, reflecting a +16.5% year-over-year increase [4] - 'Revenue by segment- Design Automation' is forecasted to be $1.23 billion, indicating a +16.2% change from the prior-year quarter [5] - 'Revenue- Upfront products' is estimated at $532.56 million, suggesting a +20.4% year-over-year increase [5] - 'Revenue- Time-based products' is projected to reach $945.56 million, reflecting a +17.7% year-over-year change [5] Stock Performance - Over the past month, shares of Synopsys have decreased by 5.4%, contrasting with the Zacks S&P 500 composite's increase of 3.6% [6] - Synopsys currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [6]
SAIC (SAIC) Q2 Earnings Top Estimates
ZACKS· 2025-09-04 13:06
分组1 - SAIC reported quarterly earnings of $3.63 per share, exceeding the Zacks Consensus Estimate of $2.25 per share, and up from $2.05 per share a year ago, representing an earnings surprise of +61.33% [1] - The company posted revenues of $1.77 billion for the quarter ended July 2025, missing the Zacks Consensus Estimate by 4.81%, and down from $1.82 billion year-over-year [2] - Over the last four quarters, SAIC has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] 分组2 - The stock has added about 2.1% since the beginning of the year, underperforming the S&P 500's gain of 9.6% [3] - The current consensus EPS estimate for the coming quarter is $2.59 on revenues of $2.02 billion, and for the current fiscal year, it is $9.16 on revenues of $7.65 billion [7] - The Zacks Industry Rank for Computers - IT Services is currently in the bottom 39% of over 250 Zacks industries, indicating potential challenges for stock performance [8]
Duluth Holdings (DLTH) Tops Q2 Earnings and Revenue Estimates
ZACKS· 2025-09-04 12:06
分组1 - Duluth Holdings reported quarterly earnings of $0.03 per share, exceeding the Zacks Consensus Estimate of a loss of $0.05 per share, and compared to a loss of $0.02 per share a year ago, representing an earnings surprise of +160.00% [1] - The company posted revenues of $131.72 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 1.95%, but down from $141.62 million in the same quarter last year [2] - Duluth Holdings shares have declined approximately 23.6% since the beginning of the year, while the S&P 500 has gained 9.6% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$0.34 on revenues of $118.4 million, and for the current fiscal year, it is -$0.58 on revenues of $579.5 million [7] - The Zacks Industry Rank for Textile - Apparel is currently in the top 37% of over 250 Zacks industries, indicating that the industry outlook can significantly impact stock performance [8] - Duluth Holdings has a Zacks Rank of 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]