Core Insights - Pure Storage (PSTG) is anticipated to report a year-over-year earnings increase driven by higher revenues for the quarter ending October 2025, with a consensus outlook suggesting a positive earnings picture [1][3] - The earnings report is scheduled for release on December 2, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2] Earnings Estimates - The Zacks Consensus Estimate predicts quarterly earnings of $0.59 per share, reflecting an 18% increase year-over-year, with revenues expected to reach $958.14 million, a 15.3% rise from the previous year [3] - Over the last 30 days, the consensus EPS estimate has been revised down by 2.77%, indicating a reassessment by analysts regarding the company's earnings prospects [4] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Pure Storage is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.85%, suggesting a bearish outlook from analysts [12] - The stock currently holds a Zacks Rank of 3, making it challenging to predict a consensus EPS beat [12] Historical Performance - In the last reported quarter, Pure Storage exceeded the expected earnings of $0.39 per share by delivering $0.43, resulting in a surprise of +10.26% [13] - The company has successfully beaten consensus EPS estimates in the last four quarters [14] Conclusion - While Pure Storage does not appear to be a strong candidate for an earnings beat, investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17]

Core Insights - Guess?, Inc. (GES) is expected to report a revenue increase of 4.8% year-over-year, with the Zacks Consensus Estimate for revenues at $774 million for the third quarter of fiscal 2026 [1] - The earnings consensus remains unchanged at 23 cents per share, indicating a decline of 32.4% from the previous year [2] - GES has a trailing four-quarter earnings surprise average of 26.7% [2] Revenue Drivers - The anticipated revenue growth for GES is attributed to an expanding brand portfolio, strong international performance, and the integration of recent acquisitions [3] - Strategic initiatives, including the elevation of the core Guess? brand and diversification through rag & bone, are expected to support continued sales growth [3] Profitability Challenges - Despite expected revenue growth, GES may face year-over-year pressure on its bottom line due to margin headwinds, including higher store and advertising expenses, increased markdowns, and weaker profitability in the Americas Retail and Wholesale segments [4] - Cost inflation and integration-related expenses from rag & bone could further constrain profitability [4] Regional Performance - Europe and Asia are strong profit contributors for GES, but softness in the Americas and declining licensing revenues may offset some of that strength, potentially leading to a year-over-year decline in the bottom line [5] Earnings Prediction - Current analysis does not predict an earnings beat for GES, as it holds a Zacks Rank of 3 and an Earnings ESP of 0.00% [6]

Core Insights - Copa Holdings, S.A. (CPA) reported Q3 2025 earnings per share of $4.20, exceeding the Zacks Consensus Estimate of $4.03 and reflecting a 20% year-over-year improvement. Revenues reached $913.1 million, slightly below the Zacks Consensus Estimate of $915 million, but up 6.8% year over year [1][9]. Revenue Breakdown - Passenger revenues, which accounted for 94.3% of total revenues, increased by 5.2% year over year to $861.33 million, driven by an 8% rise in revenue passenger miles (RPMs), although partially offset by a 2.6% decline in yield [2]. - Cargo and mail revenues rose 21.4% year over year to $29.68 million due to higher cargo volumes. Other operating revenues surged 86.3% year over year to $22.13 million, attributed to increased ConnectMiles revenues from a co-branded credit card agreement renewal [2]. Operational Metrics - Copa Holdings' traffic, measured in revenue passenger miles, grew by 8%, while capacity, measured in available seat miles, increased by 5.8% compared to the same quarter last year. The load factor improved by 1.8 percentage points to 88% [3]. - Passenger revenue per available seat mile decreased by 0.5% year over year to 10.5 cents, while revenue per available seat mile (RASM) increased by 1% to 11.1 cents. Cost per available seat mile fell by 2.7% year over year [4]. Expense Analysis - Total operating expenses rose by 2.9% year over year to $700.84 million, influenced by capacity growth but mitigated by lower fuel and maintenance costs. Employee-related expenses increased by 5.4%, and sales and distribution costs grew by 6.6% [5][4]. Financial Position - As of the end of Q3 2025, Copa Holdings had cash and cash equivalents of $248.82 million, up from $236.17 million at the end of the previous quarter. The company took delivery of five Boeing 737 MAX 8 aircraft and added a second Boeing 737-800 freighter under an operating lease [6]. Future Outlook - Management anticipates consolidated capacity growth of 8% year over year, with an operating margin expected to be between 22-23%. The fuel cost is projected at $2.47 per gallon, and RASM is expected to be 11.2 cents [7]. - For 2026, capacity is expected to grow by 11-13% year over year, with non-fuel unit costs anticipated to be between 5.7 to 5.8 cents. The company expects to end 2025 with 124 aircraft and 132 aircraft by the end of 2026 [8].

Core Insights - Autodesk (ADSK) is expected to report quarterly earnings of $2.49 per share, reflecting a year-over-year increase of 14.8% [1] - Projected revenues for Autodesk are anticipated to be $1.8 billion, which represents a 15% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their projections [1] Revenue Estimates - Analysts project 'Net Revenue- Maintenance' to be $8.95 million, indicating a decrease of 0.6% year-over-year [4] - 'Net Revenue- Other' is expected to reach $103.57 million, reflecting a decline of 0.4% from the prior year [4] - 'Net Revenue- Subscription' is forecasted at $1.69 billion, showing an increase of 16.2% year-over-year [4] - Total subscription and maintenance revenue is estimated to be $1.70 billion, marking a 16.1% increase from the previous year [5] Product Family Revenue Projections - 'Net Revenue by Product Family- M&E (Media and Entertainment)' is expected to be $102.45 million, indicating a year-over-year increase of 23.4% [5] - 'Net Revenue by Product Family- Other' is projected at $40.60 million, reflecting a significant increase of 31% year-over-year [6] - 'Net Revenue by Product Family- AECO (Architecture, Engineering, Construction and Operations)' is anticipated to reach $877.99 million, showing a 16.9% increase [6] - 'Net Revenue by Product Family- MFG (Manufacturing)' is estimated at $348.82 million, indicating a 13.6% increase from the prior year [7] - 'Net Revenue by Product Family- AutoCAD and AutoCAD LT' is expected to be $425.22 million, reflecting a 6.8% increase year-over-year [7] Billings and Market Performance - Analysts estimate that 'Billings' will reach $1.84 billion, compared to $1.54 billion reported in the same quarter last year [8] - Autodesk shares have decreased by 5.5% over the past month, contrasting with the Zacks S&P 500 composite's decline of 0.3% [8] - Autodesk holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [8]

Core Insights - Analysts project Nutanix (NTNX) will report quarterly earnings of $0.41 per share, a decline of 2.4% year over year, with revenues expected to reach $677.2 million, an increase of 14.6% from the same quarter last year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 1.8%, indicating a collective reconsideration by 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] Revenue Projections - Analysts estimate 'Revenue- Support, entitlements and other services' at $326.26 million, reflecting a year-over-year change of +12.9% [5] - 'Revenue- Product' is expected to be $350.98 million, indicating a year-over-year change of +16.3% [5] - The consensus for 'Disaggregation of Revenue- Professional services revenue' stands at $29.73 million, a change of +9% from the prior-year quarter [5] - 'Disaggregation of Revenue- Subscription revenue' is projected to reach $642.75 million, with a year-over-year change of +14.6% [6] Geographic Revenue Estimates - 'Geographic Revenue- U.S.' is expected to be $379.71 million, reflecting a +14.1% change from the year-ago quarter [7] - 'Geographic Revenue- Europe, the Middle East and Africa' is projected at $162.01 million, indicating a +7.2% change [6] - 'Geographic Revenue- Other Americas' is estimated at $18.57 million, showing a significant +65.5% change [7] - 'Geographic Revenue- Asia Pacific' is forecasted to reach $114.76 million, a +19.8% change from the year-ago quarter [7] Key Metrics - The average prediction for 'Annual Recurring Revenue (ARR)' is $2.27 billion, up from $1.97 billion in the same quarter last year [8] - 'Total Billings' is expected to arrive at $715.52 million, compared to $591.40 million a year ago [8] - Analysts suggest 'Total end customers' will likely reach 29,844, an increase from 27,160 in the same quarter last year [9] Stock Performance - Nutanix shares have returned -12.2% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change [9] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to mirror overall market performance in the near future [9]

Core Insights - Analysts project that Analog Devices (ADI) will report quarterly earnings of $2.22 per share, reflecting a year-over-year increase of 32.9% [1] - Revenue is expected to reach $3.01 billion, marking a 23.2% increase from the same quarter last year [1] - The consensus EPS estimate has remained stable over the past 30 days, indicating analysts' reassessment of initial estimates [1] Revenue Estimates by End Market - Revenue from the Consumer end market is estimated at $398.16 million, representing a year-over-year change of +4.9% [4] - Revenue from the Communications end market is projected to be $374.00 million, indicating a year-over-year increase of +35.7% [4] - Revenue from the Automotive end market is forecasted to reach $775.16 million, suggesting an 8.1% year-over-year change [4] - Revenue from the Industrial end market is expected to be $1.44 billion, reflecting a year-over-year increase of +34.2% [5] Stock Performance - Shares of Analog Devices have decreased by 3.4% over the past month, compared to a 0.3% decline in the Zacks S&P 500 composite [5] - ADI holds a Zacks Rank 3 (Hold), indicating expectations to mirror overall market performance in the near future [5]

Core Insights - Elbit Systems Ltd. is a prominent player in the defense technology sector, known for its advanced solutions across various domains including aerospace, land, and naval systems [1] - The company reported an earnings per share (EPS) of $2.80 for Q3 2025, exceeding the expected EPS of $2.75, indicating strong financial performance [2][4] - Despite reporting revenues of $1.92 billion, which fell short of the Zacks Consensus Estimate by 3.66%, this figure represents a year-over-year increase from $1.72 billion [2][4] - Elbit Systems has demonstrated resilience by surpassing consensus revenue estimates three times in the last four quarters [2] - The company maintains a robust order backlog of $25.2 billion, reflecting strong demand for its products [3][4] Financial Performance - The GAAP net income for Q3 2025 was reported at $133.4 million, while the non-GAAP net income was $159.8 million, providing a comprehensive view of the company's performance [3] - Gross profit for the quarter was approximately $472.9 million, with an operating income of around $157.8 million [3] - EBITDA for the quarter stood at roughly $199.9 million, indicating strong operational efficiency [3] - The cost of revenue for the quarter was approximately $1.5 billion, showcasing effective expense management by the company [3]

Core Insights - The upcoming earnings report for Gap (GAP) is projected to show a quarterly earnings of $0.58 per share, reflecting a decline of 19.4% year-over-year, while revenues are expected to reach $3.91 billion, indicating a 2.2% increase compared to the previous year [1] Earnings Estimates - There has been a 1.7% upward revision in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their initial forecasts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are strongly correlated with short-term stock price performance [3] Revenue and Sales Projections - Analysts forecast 'Net Sales- Gap Global- Total' at $930.22 million, a year-over-year increase of 3.5% [5] - 'Net Sales- Banana Republic Global- Total' is expected to reach $478.26 million, reflecting a 2% increase year-over-year [5] - 'Net Sales- Old Navy Global- Total' is projected at $2.21 billion, indicating a 3% year-over-year change [5] Store Locations and Comparable Sales - The estimated 'Number of Store Locations - Banana Republic - Total' is 410, down from 433 year-over-year [6] - The consensus for 'Number of Store Locations - Old Navy North America' is 1,241, compared to 1,255 last year [6] - Analysts expect 'Comparable Store Sales - Gap - YoY change' to be 4.3%, up from 3.0% year-over-year [7] Square Footage Estimates - The total 'Square Footage - Gap North America' is estimated at 5 million square feet, unchanged from the previous year [9] - 'Square Footage - Old Navy North America' is also projected to remain at 20 million square feet, consistent with last year's figure [9] Stock Performance - Over the past month, Gap shares have increased by 11.8%, outperforming the Zacks S&P 500 composite, which rose by 1.5% [10] - Currently, Gap holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [10]

Core Viewpoint - Analysts forecast that Bath & Body Works (BBWI) will report quarterly earnings of $0.40 per share, reflecting an 18.4% year-over-year decline, while revenues are expected to reach $1.63 billion, a 1% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been adjusted downward by 1.2% over the past 30 days, indicating a 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]. Revenue Projections - Analysts project 'Geographic Net Sales- Stores - U.S. and Canada' to reach $1.26 billion, representing a year-over-year increase of 3.1% [5]. - 'Geographic Net Sales- International' is expected to be $73.07 million, indicating a 5.9% increase from the year-ago quarter [5]. - 'Geographic Net Sales- Direct - U.S. and Canada' is anticipated to be $309.39 million, reflecting a decline of 3.6% from the prior-year quarter [6]. Store Metrics - Total company-operated stores for Bath & Body Works are projected to be 1,915, up from 1,885 in the previous year [6]. - The average selling square feet for company-operated U.S. stores is estimated at 5.13 million, compared to 5.04 million in the same quarter last year [7]. - Total company-operated stores in the U.S. are expected to be 1,801, an increase from 1,773 reported in the same quarter last year [8]. Market Performance - Bath & Body Works shares have shown a return of -17% over the past month, contrasting with the Zacks S&P 500 composite's +1.5% change, indicating expected underperformance in the near future [9].

Analysts on Wall Street project that Walmart (WMT) will announce quarterly earnings of $0.61 per share in its forthcoming report, representing an increase of 5.2% year over year. Revenues are projected to reach $177.14 billion, increasing 4.5% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Be ...