Core Insights - Advanced Micro Devices (AMD) reported a revenue of $7.44 billion for the quarter ended March 2025, reflecting a year-over-year increase of 35.9% and surpassing the Zacks Consensus Estimate by 4.45% [1] - Earnings per share (EPS) for the quarter was $0.96, up from $0.62 in the same quarter last year, exceeding the consensus EPS estimate by 3.23% [1] Revenue Breakdown - Data Center revenue reached $3.67 billion, exceeding the average estimate of $3.45 billion, with a year-over-year growth of 57.2% [4] - Embedded revenue was reported at $823 million, slightly below the estimated $838.04 million, showing a decline of 2.7% year-over-year [4] - Gaming revenue was $647 million, surpassing the average estimate of $569.80 million, but reflecting a significant year-over-year decrease of 29.8% [4] - Client revenue amounted to $2.29 billion, exceeding the average estimate of $2.04 billion, with a year-over-year increase of 67.7% [4] Stock Performance - AMD shares have returned 20.3% over the past month, outperforming the Zacks S&P 500 composite's return of 11.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Gartner reported revenue of $1.53 billion for the quarter ended March 2025, reflecting a 4.2% increase year-over-year, with EPS at $2.98 compared to $2.93 in the same quarter last year [1] - The reported revenue met the Zacks Consensus Estimate, while the EPS exceeded the consensus estimate by 9.56% [1] Financial Performance Metrics - Revenue from Research was $1.32 billion, slightly below the estimated $1.33 billion [4] - Revenue from Conferences was $73 million, significantly lower than the estimated $92.79 million [4] - Revenue from Consulting was $140 million, surpassing the estimated $113.05 million [4] Stock Performance - Gartner's shares have returned +11.6% over the past month, slightly outperforming the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Yum China Holdings reported a revenue of $2.98 billion for the quarter ended March 2025, showing a year-over-year increase of 0.8%, but fell short of the Zacks Consensus Estimate of $3.11 billion, resulting in a surprise of -4.19% [1] Financial Performance - Earnings per share (EPS) for the quarter was $0.77, compared to $0.71 a year ago, indicating an increase [1] - The EPS surprise was -1.28%, with the consensus EPS estimate being $0.78 [1] Key Metrics - Total number of restaurants: 16,642, below the average estimate of 16,807 [4] - Number of Pizza Hut restaurants: 3,769, compared to the average estimate of 3,841 [4] - Number of KFC restaurants: 11,943, slightly below the average estimate of 11,950 [4] Revenue Breakdown - Revenues from transactions with franchisees: $121 million, compared to the average estimate of $124.88 million, representing a year-over-year change of +13.1% [4] - Other revenues: $32 million, below the average estimate of $34.35 million, with no change year-over-year [4] - Franchise fees and income: $27 million, compared to the average estimate of $29.98 million, showing a year-over-year increase of +8% [4] - Company sales: $2.80 billion, below the average estimate of $2.91 billion, with a year-over-year change of +0.3% [4] - KFC company sales: $2.21 billion, compared to the average estimate of $2.30 billion, reflecting a +0.7% change year-over-year [4] - KFC franchise fees and income: $21 million, slightly below the average estimate of $21.62 million, with a year-over-year increase of +16.7% [4] - KFC other revenues: $1 million, significantly below the average estimate of $4.52 million, showing a year-over-year decline of -80% [4] - KFC revenues from transactions with franchisees: $16 million, compared to the average estimate of $16.71 million, with a year-over-year increase of +14.3% [4] Stock Performance - Shares of Yum China have returned -11.8% over the past month, while the Zacks S&P 500 composite changed by -0.2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Newell Brands reported a revenue decline of 5.3% year-over-year for Q1 2025, with a revenue of $1.57 billion, slightly exceeding analyst expectations [1]. Financial Performance - Revenue for the quarter was $1.57 billion, down from the previous year, but above the Zacks Consensus Estimate of $1.55 billion, resulting in a surprise of +1.23% [1]. - Earnings per share (EPS) was reported at -$0.01, an improvement from $0.00 in the same quarter last year, with an EPS surprise of +85.71% against a consensus estimate of -$0.07 [1]. Segment Performance - Home and Commercial Solutions net sales were $812 million, below the estimated $817.89 million, reflecting a year-over-year decline of -9.1% [4]. - Outdoor and Recreation net sales reached $182 million, slightly above the estimated $179.14 million, but still down -9.5% year-over-year [4]. - Learning and Development net sales were $572 million, exceeding the estimated $547.41 million, marking a year-over-year increase of +2.3% [4]. Operating Income - Normalized Operating Income for Home and Commercial Solutions was $20 million, below the average estimate of $34.78 million [4]. - Corporate Normalized Operating Loss was reported at -$52 million, better than the estimated -$62.76 million [4]. - Normalized Operating Income for Learning & Development was $103 million, closely matching the estimate of $103.44 million [4]. Stock Performance - Newell Brands' shares have declined -16.3% over the past month, contrasting with the Zacks S&P 500 composite's slight decline of -0.2% [3]. - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3].

Core Viewpoint - Analysts project that Cummins (CMI) will report quarterly earnings of $4.82 per share, reflecting a 5.5% decline year over year, with revenues expected to reach $8.07 billion, down 4% from the same quarter last year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised downward by 7.1%, indicating a collective reassessment by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Key Metrics Forecast - Analysts estimate 'Net Sales- Distribution' at $2.66 billion, representing a 5.1% increase year over year [5]. - 'Net Sales- Accelera' is projected to reach $97.47 million, indicating a 4.8% increase from the prior year [5]. - 'Net Sales- Engine- Off-highway' is expected to be $432.45 million, reflecting a 0.8% decline year over year [5]. Additional Sales Estimates - The consensus for 'Net Sales- Engine- Medium-duty truck and bus' is $956.99 million, suggesting a 3.8% decrease year over year [6]. - 'Net Sales- Engine- Light-duty automotive' is forecasted at $425.95 million, indicating a 2.8% decline [6]. - 'Net Sales- Engine- Heavy-duty truck' is expected to be $1.01 billion, reflecting a 4.3% decrease [6]. Power System and Components Sales - Analysts project 'Net Sales- Power System' at $1.50 billion, indicating an 8% increase year over year [7]. - 'Net Sales- Components' is expected to reach $2.85 billion, reflecting a 14.3% decline [7]. - The combined estimate for 'Net Sales- Engine' is $2.74 billion, indicating a 6.3% decrease from the prior year [7]. Automated Transmissions and Power Generation - 'Net Sales- Components- Automated transmissions' is projected at $146.75 million, reflecting an 11.1% decline [8]. - 'Net Sales- Power System- Industrial' is expected to be $428.73 million, indicating a 2.1% increase year over year [8]. - 'Net Sales- Power System- Power generation' is forecasted to reach $960.32 million, reflecting a 12.6% increase year over year [9]. Stock Performance - Cummins shares have returned -7% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [9].