Core Insights - Analysts project that Keysight (KEYS) will report quarterly earnings of $1.68 per share, reflecting a 7% year-over-year increase [1] - Revenue is expected to reach $1.31 billion, marking a 7.9% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised 0.8% lower over the last 30 days, indicating a reevaluation by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and short-term stock performance [3] Revenue Projections - Revenue from the Communications Solutions Group is estimated at $917.23 million, an increase of 8.3% year over year [5] - Revenue from Commercial Communications is projected at $617.75 million, reflecting an 8% increase from the prior-year quarter [5] - Revenue from Aerospace, Defense & Government is estimated at $299.47 million, suggesting an 8.9% year-over-year increase [6] - Revenue from the Electronic Industrial Solutions Group is expected to reach $396.45 million, indicating a 7.2% increase year over year [6] Income from Operations - Income from operations for the Electronic Industrial Solutions Group is projected at $88.33 million, up from $74.00 million a year ago [7] - Income from operations for the Communications Solutions Group is expected to be $253.54 million, compared to $223.00 million in the same quarter last year [7] Stock Performance - Over the past month, Keysight shares have returned +6.2%, outperforming the Zacks S&P 500 composite's +3.5% change [8] - Keysight holds a Zacks Rank 3 (Hold), suggesting performance alignment with the overall market in the upcoming period [8]

Core Insights - MannKind reported revenue of $76.53 million for the quarter ended June 2025, reflecting a 5.7% increase year-over-year, but fell short of the Zacks Consensus Estimate by 2.58% [1] - The company's EPS was $0, a decline from $0.05 in the same quarter last year, resulting in a 100% EPS surprise compared to the consensus estimate of $0.04 [1] Revenue Breakdown - Royalties revenue was $31.23 million, exceeding the average estimate of $27.15 million, marking a year-over-year increase of 22% [4] - Revenues from collaborations and services were $22.85 million, below the estimated $30.11 million, representing a year-over-year decrease of 12.2% [4] - Commercial product sales generated $22.45 million, surpassing the estimate of $21.27 million, with an 8.1% increase compared to the previous year [4] Stock Performance - MannKind's shares have returned +10.2% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.5% 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 Insights - MSA Safety reported revenue of $474.12 million for the quarter ended June 2025, reflecting a 2.5% increase year-over-year and a 6.3% surprise over the Zacks Consensus Estimate of $446.01 million [1] - The company's EPS for the quarter was $1.93, down from $2.01 in the same quarter last year, with a positive surprise of 9.66% over the consensus estimate of $1.76 [1] Revenue Performance - Net sales in the Fire Service category reached $163.31 million, exceeding the two-analyst average estimate of $160.68 million [4] - Industrial PPE and Other category net sales were $116.98 million, surpassing the average estimate of $114.28 million [4] - Detection category net sales amounted to $193.84 million, significantly above the two-analyst average estimate of $166.33 million [4] Stock Performance - MSA Safety's shares have returned -0.3% over the past month, while the Zacks S&P 500 composite has increased by 0.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance compared to the broader market in the near term [3]

Core Viewpoint - Analysts expect Airbnb, Inc. to report quarterly earnings of $0.93 per share, reflecting an 8.1% year-over-year increase, with revenues projected at $3.03 billion, up 10.3% from the previous year [1]. Earnings Estimates - Over the last 30 days, there has been a 0.6% upward revision in the consensus EPS estimate for the quarter, 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 Projections - Analysts project that 'Gross Booking Value' will reach $22.69 billion, compared to $21.28 billion reported in the same quarter last year [5]. - 'Nights and Experiences Booked' is expected to total 130.76 million, up from 125.10 million in the same quarter last year [5]. - The 'Gross Booking Value per Night and Experience Booked (ADR)' is projected at $170.35, slightly above the $169.53 reported in the same quarter last year [6]. Stock Performance - Over the past month, Airbnb shares have recorded a return of -3%, while the Zacks S&P 500 composite has increased by 2.3% [6]. - Based on its Zacks Rank 3 (Hold), Airbnb is expected to perform in line with the overall market in the upcoming period [6].

Core Insights - Forrester Research reported a revenue of $111.66 million for the quarter ended June 2025, reflecting a year-over-year decline of 8.3% and an EPS of $0.51 compared to $0.68 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $109.95 million by 1.55%, while the EPS surpassed the consensus estimate of $0.50 by 2% [1] Revenue Breakdown - Research revenue was $77.93 million, exceeding the average estimate of $75.29 million by three analysts, but showing a year-over-year decline of 6.9% [4] - Consulting revenue reached $23.49 million, surpassing the average estimate of $22.16 million, with a year-over-year decrease of 5.3% [4] - Event revenue was reported at $10.24 million, falling short of the average estimate of $12.51 million and reflecting a significant year-over-year decline of 23.3% [4] Stock Performance - Forrester Research shares have returned -4.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [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 Insights - Itron reported revenue of $606.76 million for the quarter ended June 2025, a decrease of 0.4% year-over-year, with an EPS of $1.62, up from $1.21 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $609.26 million, resulting in a surprise of -0.41%, while the EPS exceeded the consensus estimate of $1.33 by 21.8% [1] Revenue Breakdown - Device Solutions revenue was $112.76 million, slightly below the average estimate of $113.1 million, reflecting a year-over-year decline of 4.9% [4] - Outcomes revenue reached $85.07 million, compared to the average estimate of $85.73 million, marking a year-over-year increase of 9.3% [4] - Networked Solutions revenue totaled $408.93 million, below the average estimate of $411.45 million, with a year-over-year change of -0.9% [4] Service and Product Revenue - Service Revenue from Networked Solutions was $29.45 million, exceeding the average estimate of $24.94 million, with a year-over-year increase of 16.2% [4] - Total Service Revenue amounted to $89.58 million, surpassing the average estimate of $77.61 million, reflecting a year-over-year growth of 17.6% [4] - Total Product Revenue was $517.18 million, below the average estimate of $531.86 million, indicating a year-over-year decline of 3% [4] Gross Profit and Performance Metrics - Gross Profit for Device Solutions was reported at $33.59 million, exceeding the average estimate of $30.33 million [4] - Itron's shares returned +3.2% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Cimpress reported revenue of $869.48 million for the quarter ended June 2025, marking a year-over-year increase of 4.4% and a surprise of +2.96% over the Zacks Consensus Estimate of $844.46 million [1] - The company experienced an EPS of -$1.02, a significant decline compared to $4.33 a year ago, resulting in an EPS surprise of -205.15% against the consensus estimate of $0.97 [1] Revenue Breakdown - Revenue from Vista was $466.45 million, exceeding the average estimate of $454.02 million by two analysts, representing a year-over-year change of +5.6% [4] - Inter-segment eliminations reported a revenue of -$33.66 million, worse than the estimated -$27.04 million, but showing a +116.8% change compared to the year-ago quarter [4] - Revenue from All Other Businesses was $58.79 million, slightly above the estimated $55.91 million, reflecting a +7.6% year-over-year change [4] - National Pen generated revenue of $93.64 million, surpassing the average estimate of $83.49 million, with a year-over-year increase of +11.2% [4] Stock Performance - Cimpress shares have returned +5.5% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Call traders were flocking to the equity ahead of earnigns. Novo Nordisk stock's 50-day call/put volume ratio of 2.87 at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) ranks higher than all other readings from the past year. Both call and put traders are targeting NVO straight out of the gate this morning, with options volume already at double the amount typically seen in an entire day. The September 45 put is the most popular, with new positions being ...

Group 1 - Veralto reported $1.37 billion in revenue for the quarter ended June 2025, a year-over-year increase of 6.4% [1] - The EPS for the same period was $0.93, compared to $0.85 a year ago, indicating a positive trend in earnings [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.34 billion, resulting in a surprise of +2.06% [1] Group 2 - The company delivered an EPS surprise of +4.49%, with the consensus EPS estimate being $0.89 [1] - Veralto's stock has returned +2.2% over the past month, while the Zacks S&P 500 composite has changed by +4.9% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market [3] Group 3 - Sales in Product Quality & Innovation reached $546 million, exceeding the two-analyst average estimate of $534.05 million, with a year-over-year change of +6.9% [4] - Sales in Water Quality amounted to $825 million, surpassing the $801.05 million average estimate, reflecting a +6.2% year-over-year change [4] - Operating profit for Water Quality was reported at $211 million, above the average estimate of $194.2 million [4]

Core Insights - Analysts project that Paypal (PYPL) will announce quarterly earnings of $1.30 per share, reflecting a year-over-year increase of 9.2% [1] - Revenues are expected to reach $8.1 billion, marking a 2.7% increase from the same quarter last year [1] - The consensus EPS estimate has been adjusted downward by 0.4% over the past 30 days, indicating a reassessment by covering analysts [1] Revenue and Key Metrics - Revenues from other value-added services are projected to be $766.91 million, representing a year-over-year change of +4.8% [4] - Estimated transaction revenues are expected to be $7.31 billion, showing a +2.1% change from the year-ago quarter [4] - The transaction margin is projected to reach 46.7%, up from 45.8% in the previous year [4] Total Payment Volume and Active Accounts - The consensus estimate for Total Payment Volume (TPV) stands at $434.45 billion, compared to $416.81 billion a year ago [5] - Analysts suggest that active accounts will likely reach 438, up from 429 in the same quarter last year [5] - The average prediction for the number of payment transactions is 6,722, an increase from 6,580 reported in the same quarter last year [5] Stock Performance - Over the past month, Paypal shares have recorded returns of +4.9%, compared to the Zacks S&P 500 composite's +5.7% change [6] - Based on its Zacks Rank 2 (Buy), Paypal is expected to outperform the overall market in the upcoming period [6]