In its upcoming report, Jackson Financial (JXN) is predicted by Wall Street analysts to post quarterly earnings of $4.61 per share, reflecting a decline of 13.4% compared to the same period last year. Revenues are forecasted to be $1.76 billion, representing a year-over-year decrease of 37.3%. The consensus EPS estimate for the quarter has been revised 9.9% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimat ...

大摩维持其"与大市同步"评级，美股目标价由48美元微降至47美元；基于第四财季业绩超出预期，将 2026至2028财年各年非通用会计准则每股盈利预测上调12%、10%及3%，但下调远期盈利预测2%至 6%，以反映市场竞争加剧对利润的影响。 摩根士丹利发表研究报告指，新东方截至今年5月底止2025财年第四季业绩胜预期，但2026财年首季及 全财年收入指引则较市场预期逊色，关注海外业务需求恶化会否拖累2026财年收入及利润率，认为集团 实施成本控制措施未知能否抵销相关负面影响。集团给予2026财年首季展望，收入按年增长2%至5%， 较市场预期低5%至8%，全年收入预期增长5%至10%，亦较市场预期低3%至7%。 ...

Core Insights - The upcoming earnings report for International Paper (IP) is anticipated to show quarterly earnings of $0.38 per share, reflecting a 30.9% decline year-over-year, while revenues are forecasted to reach $6.77 billion, indicating a 43% increase compared to the previous year [1] - Analysts have revised the consensus EPS estimate down by 1.5% over the last 30 days, suggesting a reevaluation of initial projections [1][2] Financial Metrics - The consensus estimate for 'Net Sales- Global Cellulose Fibers' is projected at $650.42 million, representing a 9.3% decrease from the prior-year quarter [3] - 'Net Sales- Corporate and Inter-segment' is expected to be $63.94 million, indicating a 25.7% decline from the previous year [4] - Analysts predict a 'Segment Operating Profit (Loss)- Global Cellulose Fibers' of -$3.83 million, contrasting sharply with the year-ago figure of $31.00 million [4] Stock Performance - International Paper shares have increased by 18.5% over the past month, outperforming the Zacks S&P 500 composite, which rose by 3.6% [4] - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [4]

Core Viewpoint - Wall Street analysts anticipate Waste Management (WM) to report quarterly earnings of $1.89 per share, reflecting a year-over-year increase of 3.9%, with revenues expected to reach $6.34 billion, up 17.4% from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] - The consensus EPS estimate for the quarter has been revised downward by 0.8% over the past 30 days, indicating a collective reassessment by analysts [1] Key Metrics Projections - Analysts project 'Operating revenues- WM Renewable Energy' at $99.63 million, a 44.4% increase from the year-ago quarter [4] - 'Operating revenues- Recycling' is expected to reach $439.11 million, indicating an 8.4% increase from the prior-year quarter [4] - The estimate for 'Operating revenues- Corporate and Other' is $5.69 million, reflecting a decrease of 5.3% from the year-ago quarter [4] Internal Revenue Growth - The average prediction for 'Internal Revenue Growth - Total - As a % of Total Company' is 18.0%, compared to 5.5% reported in the same quarter last year [5] - 'Internal Revenue Growth - Internal revenue growth - As a % of Total Company' is estimated at 6.1%, up from 5.3% in the previous year [5] Stock Performance - Waste Management shares have decreased by 3% over the past month, contrasting with a 5.9% increase in the Zacks S&P 500 composite [6] - WM holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [6]

Core Viewpoint - Analysts forecast that Cadence (CADE) will report quarterly earnings of $0.69 per share, indicating no change from the previous year, with anticipated revenues of $468.8 million, reflecting a 2.6% increase year-over-year [1]. Earnings Projections - The consensus EPS estimate has been revised upward by 6.1% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3]. Key Metrics Estimates - Analysts predict an 'Adjusted Efficiency Ratio fully tax equivalent' of 57.5%, up from 56.7% in the same quarter last year [5]. - The 'Net Interest Margin' is expected to be 3.5%, compared to 3.3% in the same quarter last year [5]. - The consensus estimate for 'Average Balance - Total interest earning assets' is $43.77 billion, slightly down from $43.85 billion year-over-year [6]. - 'Non-Performing Loans' are estimated at $236.51 million, up from $216.75 million in the previous year [6]. - 'Non-Performing Assets' are projected at $247.37 million, compared to $221.54 million last year [7]. - 'Total noninterest income' is expected to reach $89.86 million, down from $100.66 million year-over-year [7]. - 'Net Interest Income' is projected at $378.04 million, compared to $356.32 million in the same quarter last year [8]. - 'Credit card, debit card and merchant fees' are expected to be $12.38 million, slightly down from $12.77 million last year [9]. - 'Other noninterest income' is forecasted at $24.46 million, down from $40.06 million year-over-year [9]. - 'Deposit Service charges' are expected to reach $18.73 million, up from $17.65 million last year [9]. - 'Mortgage banking' is projected to reach $7.91 million, compared to $6.17 million in the previous year [10]. Stock Performance - Cadence shares have returned +12.8% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change, with a Zacks Rank 2 (Buy) indicating expected outperformance in the near future [11].

Core Viewpoint - Waste Connections (WCN) is expected to report quarterly earnings of $1.25 per share, reflecting a 0.8% increase year-over-year, with revenues projected at $2.39 billion, indicating a 6.4% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 1.1% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Breakdown - Analysts estimate that 'Revenue Breakdown- E&P Waste Treatment, Recovery and Disposal' will reach $140.55 million, a 13.8% increase from the previous year [5]. - The 'Revenue Breakdown- Intermodal and Other' is expected to be $51.51 million, reflecting a 4.9% increase year-over-year [5]. - 'Revenue Breakdown- Solid Waste Recycling' is projected at $65.33 million, a 3.2% increase from the prior year [6]. - 'Revenue Breakdown- Solid Waste Collection' is estimated at $1.69 billion, indicating a 6.5% year-over-year change [6]. Geographic Revenues - 'Geographic Revenues- Canada' is expected to reach $359.10 million, reflecting a 12.5% increase year-over-year [7]. - 'Geographic Revenues- Southern' is projected at $501.00 million, indicating a 14.1% increase [8]. - 'Geographic Revenues- Central' is estimated at $429.61 million, reflecting an 11.3% increase [8]. - 'Geographic Revenues- Eastern' is expected to be $447.61 million, indicating a 15.9% increase [8]. - 'Geographic Revenues- Western' is projected at $444.69 million, reflecting a 2% decrease from the prior year [9]. Stock Performance - Shares of Waste Connections have decreased by 1.7% over the past month, contrasting with a 5.4% increase in the Zacks S&P 500 composite [10].

Core Viewpoint - UBS has raised the target price for Smoore International (06969.HK) to HKD 14 while maintaining a "Sell" rating, citing a significant increase in revenue from ODM and HNB businesses, despite rising competition and associated costs [1] Financial Performance - The company reported a year-on-year revenue growth of 18% in the first half of the year, attributed to a recovery in the vape business and preemptive increases in shipment volumes ahead of U.S. tariffs [1] - UBS has updated its earnings forecasts for Smoore International for 2025 to 2027, with adjustments of -21%, +1%, and +21% respectively [1] Profit Outlook - The company is expected to see a year-on-year decline in net profit of 21% to 35% in the second half of the year, primarily due to high expenses related to stock options granted in the fourth quarter and S&D costs [1] Valuation - UBS maintains that Smoore International's valuation is rich and already reflects the growth potential from Vapes and HNB [1] - The target price has been increased from HKD 10.7 to HKD 14 [1]

Core Insights - Wall Street analysts anticipate NextEra Energy (NEE) to report quarterly earnings of $1.01 per share, reflecting a year-over-year increase of 5.2% [1] - Expected revenues for the quarter are $7.27 billion, which represents a 19.7% increase compared to the same quarter last year [1] - The consensus EPS estimate has been revised upward by 7% over the past 30 days, indicating a reassessment of initial projections by analysts [1][2] Financial Metrics - Analysts project 'Operating Revenues- NextEra Energy Resources (NEER)' to reach $2.83 billion, showing a significant year-over-year change of +72.1% [4] - The forecast for 'Operating Revenues- Florida Power & Light (FPL)' is $4.42 billion, indicating a modest change of +0.7% year over year [4] - 'Operating Income (Loss)- Florida Power & Light (FPL)' is expected to be $1.84 billion, an increase from the previous year's figure of $1.74 billion [4] - The consensus estimate for 'Operating Income (Loss)- NextEra Energy Resources (NEER)' is $1.20 billion, compared to $7.00 million from the year-ago period [5] Stock Performance - Over the past month, NextEra shares have recorded a return of +5%, which is slightly below the Zacks S&P 500 composite's return of +5.4% [5] - NextEra holds a Zacks Rank 3 (Hold), suggesting that its performance is expected to align with the overall market in the near term [5]

Core Insights - T-Mobile is expected to report quarterly earnings of $2.69 per share, reflecting an 8% year-over-year increase, with revenues projected at $20.97 billion, up 6.1% from the previous year [1] Earnings Projections - Analysts have adjusted the consensus EPS estimate upward by 0.4% over the past 30 days, indicating a reassessment of initial projections [1][2] - The average prediction for 'Equipment revenues' is $3.38 billion, representing an 8.8% increase from the year-ago quarter [4] - Total service revenues are expected to reach $17.30 billion, indicating a year-over-year change of 5.3% [4] Revenue Breakdown - 'Other revenues' are estimated at $235.64 million, showing a slight decline of 0.6% from the prior-year quarter [4] - 'Wholesale and other service revenues' are projected at $708.09 million, reflecting a significant decrease of 24.5% from the previous year [5] Customer Metrics - Net customer additions for total postpaid customers are expected to be 1.29 million, down from 1.34 million in the same quarter last year [6] - Total postpaid customers are projected to reach 80.20 million, compared to 77.25 million a year ago [7] - Total customers are anticipated to arrive at 132.27 million, up from 125.89 million in the same quarter last year [8] Performance Comparison - T-Mobile shares have returned +2.7% over the past month, underperforming compared to the Zacks S&P 500 composite's +5.4% change [9]

Core Viewpoint - The upcoming earnings report from IQVIA Holdings is anticipated to show a quarterly earnings increase of 4.6% year over year, with revenues expected to rise by 3.8% [1] Financial Performance Estimates - Analysts project quarterly earnings of $2.76 per share for IQVIA, reflecting a 4.6% increase compared to the same period last year [1] - Revenue estimates for the quarter are set at $3.96 billion, indicating a 3.8% year-over-year growth [1] Segment Revenue Projections - Revenue from Technology & Analytics Solutions is expected to reach $1.59 billion, a 6.3% increase year over year [4] - Research & Development Solution revenues are projected at $2.19 billion, showing a 2% increase from the previous year [4] - Contract Sales & Medical Solutions revenues are estimated at $172.59 million, reflecting a 0.3% year-over-year change [4] Backlog and Segment Profit Estimates - The consensus for backlog is $31.83 billion, up from $30.60 billion in the same quarter last year [5] - Segment Profit for Technology & Analytics Solutions is expected to be $388.26 million, compared to $361.00 million a year ago [5] - Segment Profit for Research & Development Solutions is projected at $496.72 million, slightly up from $493.00 million in the previous year [6] Market Performance - Over the past month, IQVIA shares have returned +2.6%, while the Zacks S&P 500 composite has seen a +4.2% change [6] - IQVIA holds a Zacks Rank of 3 (Hold), suggesting its performance will likely align with the overall market in the near term [6]