Wall Street expects a year-over-year increase in earnings on higher revenues when Post Holdings (POST) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on November 20, might help the stock move higher if these key numbers are better than ex ...

New Jersey Resources (NJR) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on November 19, might help the stock move higher if these key numbers are better t ...

Core Viewpoint - The market anticipates Lowe's (LOW) to report a year-over-year increase in earnings and revenues for the quarter ended October 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Lowe's is expected to post quarterly earnings of $2.98 per share, reflecting a year-over-year increase of +3.1% [3]. - Revenues are projected to be $20.9 billion, which is a 3.6% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.29% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Lowe's is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.23% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with significant predictive power for positive readings only [9][10]. - Lowe's current Zacks Rank is 3 (Hold), making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Lowe's exceeded the expected earnings of $4.23 per share by delivering $4.33, resulting in a surprise of +2.36% [13]. - Over the past four quarters, Lowe's has beaten consensus EPS estimates four times [14]. Industry Comparison - Home Depot (HD), a competitor in the retail home furnishings industry, is expected to report earnings of $3.82 per share, reflecting a year-over-year change of +1.1% [18]. - Home Depot's revenue is anticipated to be $41.08 billion, up 2.2% from the previous year [18].

Core Viewpoint - Elastic (ESTC) has consistently surpassed earnings estimates and is well-positioned for future earnings growth, making it a strong candidate for investors [1][5]. Earnings Performance - In the last reported quarter, Elastic achieved earnings of $0.6 per share, exceeding the Zacks Consensus Estimate of $0.42 per share, resulting in a surprise of 42.86% [2]. - In the previous quarter, the company was expected to report earnings of $0.37 per share but delivered $0.47 per share, leading to a surprise of 27.03% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Elastic, with a positive Zacks Earnings ESP (Expected Surprise Prediction), indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for Elastic is +0.52%, suggesting that analysts are optimistic about its near-term earnings potential [8]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests that Elastic has a high probability of beating earnings estimates, with historical data indicating that nearly 70% of stocks with this combination achieve a positive surprise [6][8].

Core Viewpoint - Wall Street anticipates a year-over-year increase in Home Depot's earnings driven by higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Home Depot is expected to report quarterly earnings of $3.84 per share, reflecting a year-over-year increase of 1.6% [3]. - Revenue projections stand at $41.02 billion, indicating a 2% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.15% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Home Depot is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.98%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with a strong predictive power for positive readings [9][10]. - Home Depot's current Zacks Rank is 3, which complicates the prediction of an earnings beat given the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, Home Depot was expected to earn $4.71 per share but reported $4.68, resulting in a surprise of -0.64% [13]. - Over the past four quarters, Home Depot has beaten consensus EPS estimates twice [14]. Conclusion - Home Depot does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17].

Amer Sports, Inc. (AS) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on November 18, might help the stock move higher if these key numbers are better tha ...

Core Viewpoint - Macy's is positioned well to continue its trend of beating earnings estimates, supported by a strong history of performance in recent quarters [1][2]. Earnings Performance - Macy's has consistently surpassed earnings estimates, achieving an average beat of 65.04% over the last two quarters [2]. - In the most recent quarter, Macy's reported earnings of $0.41 per share against an expectation of $0.19, resulting in a surprise of 115.79% [2]. - For the previous quarter, the company reported $0.16 per share, exceeding the consensus estimate of $0.14, which was a surprise of 14.29% [2]. Earnings Estimates and Predictions - Recent estimates for Macy's have been revised upward, indicating positive sentiment among analysts [5]. - The Zacks Earnings ESP for Macy's is currently +14.82%, suggesting bullish expectations for upcoming earnings [8]. - A positive Earnings ESP combined with a Zacks Rank of 1 (Strong Buy) indicates a high likelihood of another earnings beat [8]. Statistical Insights - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7]. Importance of Earnings ESP - Monitoring a company's Earnings ESP before quarterly releases is crucial for increasing the likelihood of successful investment decisions [10].

Core Insights - Braze, Inc. (BRZE) has a strong history of exceeding earnings estimates, with an average surprise of 220.00% over the last two quarters, indicating potential for continued performance in upcoming reports [1][2]. Earnings Performance - In the most recent quarter, Braze reported earnings of $0.15 per share, surpassing the expected $0.03 per share, resulting in a surprise of 400.00% [2]. - For the previous quarter, the company reported $0.07 per share against an expectation of $0.05 per share, yielding a surprise of 40.00% [2]. Earnings Estimates and Predictions - Estimates for Braze have been trending upward, supported by its history of earnings surprises, and the stock currently has a positive Zacks Earnings ESP of +10.53%, suggesting bullish sentiment among analysts [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a strong likelihood of another earnings beat [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7].

Core Insights - Ollie's Bargain Outlet (OLLI) is positioned to continue its earnings-beat streak, having a history of surpassing earnings estimates, particularly in the last two quarters with an average surprise of 7.97% [1][2] Earnings Performance - For the most recent quarter, Ollie's reported earnings of $0.99 per share against an expectation of $0.91, resulting in a surprise of 8.79%. In the previous quarter, the earnings were $0.75 per share compared to an estimate of $0.70, yielding a surprise of 7.14% [2] Earnings Estimates and Predictions - Recent estimates for Ollie's have been increasing, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of another earnings beat. The current Earnings ESP stands at +6.54%, reflecting bullish sentiment among analysts [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a high probability of exceeding earnings expectations [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better achieve a positive surprise nearly 70% of the time, implying that out of 10 such stocks, approximately seven may beat consensus estimates [6][7] Importance of Earnings ESP - The Earnings ESP metric is crucial for predicting earnings performance, as it compares the Most Accurate Estimate to the Zacks Consensus Estimate. Analysts revising their estimates close to the earnings release often have the most current information, which can lead to more accurate predictions [7][10]

Core Insights - JD.com is expected to report third-quarter 2025 results on November 13, with revenue estimates at $41.33 billion, reflecting an 11.4% year-over-year growth, while earnings per share are projected at 46 cents, indicating a 62.9% decline from the previous year [1][9] Earnings Performance - In the last quarter, JD.com achieved an earnings surprise of 13.76%, consistently beating the Zacks Consensus Estimate over the past four quarters with an average surprise of 18.89% [2] Earnings Predictions - Current analysis indicates a negative Earnings ESP of -3.30% and a Zacks Rank of 3 (Hold), suggesting uncertainty regarding an earnings beat this quarter [3] Growth Factors - JD.com entered Q3 2025 with strong momentum, reporting a 22% year-over-year revenue growth in Q2, with active customer engagement increasing over 40% [4] Retail Performance - Continued strength in JD Retail is anticipated, with prior revenue growth of 21% and an operating margin of 4.5%. Categories like electronics and home appliances benefited from government trade-in incentives, while general merchandise showed steady growth [5][9] Food Delivery Segment - JD Food Delivery, launched in February, is expected to have expanded its logistics and merchant base, although high operating costs may have impacted profitability [6] Strategic Acquisition - JD announced a voluntary public takeover offer for CECONOMY AG, valued at EUR 2.2 billion, highlighting its international diversification strategy, though it may face regulatory and integration challenges [7][18] Stock Performance - JD.com shares have declined 8.3% year-to-date, underperforming compared to the Internet-Commerce industry and major indices, while competitors like Amazon and PDD Holdings have seen significant stock appreciation [10] Valuation Metrics - JD.com currently trades at a forward P/E ratio of 9.06X, significantly lower than the industry average of 25.33X, indicating a potentially undervalued position relative to expected earnings growth [13][18] Investment Considerations - JD.com shows stable growth prospects supported by retail demand and strategic diversification, but ongoing investments in logistics and international ventures may pressure near-term profitability [15][19]