Core Viewpoint - Analysts forecast that Tenaris S.A. will report quarterly earnings of $0.76 per share, reflecting a year-over-year decline of 19.2%, while revenues are expected to reach $2.92 billion, showing a 2.7% increase compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted upward by 2%, indicating a reassessment of initial projections by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong relationship between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts predict 'Net Sales- Others' will reach $132.18 million, indicating a year-over-year decline of 11.9% [4]. - The average estimate for 'Net Sales- Tubes' is projected at $2.80 billion, reflecting a year-over-year increase of 3.8% [5]. - 'Net Sales- Tubes- North America' is estimated at $1.39 billion, showing a significant year-over-year increase of 22.6% [5]. - 'Net Sales- Tubes- Asia Pacific, Middle East and Africa' is expected to reach $700.72 million, with a year-over-year increase of 11.4% [6]. - 'Net Sales- Tubes- Europe' is forecasted to be $184.88 million, indicating a substantial decline of 45.8% from the previous year [6]. - 'Net Sales- Tubes- South America' is projected at $517.46 million, reflecting a year-over-year decline of 13% [6]. Sales Volume Estimates - 'Tubes Sales volume - Seamless' is expected to be 763 thousand metric tons, compared to 748 thousand metric tons reported in the same quarter last year [7]. - 'Tubes Sales volume - Total' is projected at 951 thousand metric tons, up from 913 thousand metric tons in the previous year [7]. - 'Tubes Sales volume - Welded' is estimated to reach 188 thousand metric tons, compared to 164 thousand metric tons reported last year [8]. Operating Income Projections - 'Operating income- Other' is expected to be $18.35 million, down from $25.00 million reported in the same quarter last year [8]. - 'Operating income- Tubes' is projected at $476.89 million, compared to $533.00 million from the previous year [9]. Stock Performance - Shares of Tenaris have shown a return of 14.7% over the past month, contrasting with the Zacks S&P 500 composite's decline of 0.3% [9].

Core Viewpoint - Caesars Entertainment is expected to report a quarterly loss of -$0.18 per share, a significant decline of 460% compared to the same period last year, while revenues are forecasted to increase by 2.6% year over year to $2.87 billion [1] Financial Estimates - The consensus EPS estimate has been revised down by 62.5% over the last 30 days, indicating a reevaluation by analysts [1] - Analysts predict 'Net Revenues- Las Vegas' at $1.05 billion, reflecting a year-over-year decline of 3.3% [4] - 'Net Revenues- Regional' is projected to reach $1.36 billion, showing a year-over-year increase of 1.6% [4] - 'Net Revenues- Caesars Digital' is expected to be $407.69 million, indicating a substantial year-over-year growth of 35% [4] - 'Net Revenues- Managed and Branded' is forecasted at $69.67 million, a year-over-year increase of 2.5% [5] - 'Net Revenues- Corporate and Other' is expected to be $1.03 million, reflecting a significant decline of 65.6% year over year [5] - 'Net Revenues- Las Vegas- Casino' is estimated at $285.57 million, indicating a slight decline of 0.2% year over year [5] Gaming Metrics - 'Las Vegas - Table game drop' is expected to be $778.09 million, slightly down from $782.00 million reported in the same quarter last year [6] - 'Las Vegas - Slot handle' is projected to reach $2.86 billion, compared to $2.83 billion in the same quarter last year [6] - 'Caesars Digital - iGaming handle' is estimated at $5.29 billion, up from $4.06 billion year over year [7] - 'Caesars Digital - Sports betting handle' is expected to be $3.52 billion, an increase from $3.31 billion in the previous year [7] EBITDA Estimates - 'Adjusted EBITDA- Las Vegas' is estimated at $446.46 million, down from $481.00 million year over year [8] - 'Adjusted EBITDA- Regional' is projected to be $405.02 million, slightly down from $410.00 million reported in the same quarter last year [8] Stock Performance - Shares of Caesars Entertainment have declined by 16.5% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [9] - The company holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance relative to the overall market [9]

Core Viewpoint - Analysts forecast that DexCom (DXCM) will report quarterly earnings of $0.65 per share, reflecting a year-over-year increase of 44.4%, with anticipated revenues of $1.25 billion, marking a 12.4% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been revised 0.2% higher over the last 30 days, indicating a collective reevaluation 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 price performance [3]. Revenue Projections - Analysts project 'Revenue- Hardware' to reach $38.01 million, indicating a decrease of 15.5% from the prior-year quarter [5]. - The estimated 'Revenue- Sensor and other' is $1.20 billion, reflecting an increase of 12% from the previous year [5]. - 'Revenue- United States' is expected to be $886.13 million, showing a growth of 10.4% year-over-year [5]. - The average prediction for 'Revenue- International' is $356.26 million, indicating a 14.7% increase from the year-ago quarter [6]. Stock Performance - DexCom shares have experienced a decline of 1.2% over the past month, while the Zacks S&P 500 composite has remained unchanged [6]. - With a Zacks Rank 3 (Hold), DXCM is expected to closely follow overall market performance in the near term [6].

Market Overview - The S&P 500 is reaching record highs despite patchy performance from the "magnificent seven" stocks, indicating a broadening market participation [1] - Fourth quarter earnings reports have been stellar, with more companies beating estimates compared to the first three quarters of the year [2][3] - The New York Fed's probability recession indicator has been elevated since the Fed began raising rates in 2022, but the steepening yield curve is reducing recession probabilities, which historically leads to outperformance in equities [3][4] Company Performance - Large companies are experiencing strong revenues and earnings, but increased capital expenditures (CapEx) are putting pressure on their margins, raising concerns about the cap-weighted S&P 500 compared to equal-weight indices [5] - The market is currently in a late cycle phase, which is not necessarily indicative of an impending end to the cycle, as it can lead to speculative behavior [6][7] - High earnings estimates and GDP outlooks are prevalent, but this combination can lead to potential disappointments, consistent with late cycle characteristics [9][10] Investment Opportunities - Financials and industrials are highlighted as sectors with good earnings potential, presenting opportunities for investment as the market rotates into defensive sectors [12] - The shift in large companies' strategies, including significant CapEx and leveraging in bond markets, is changing the investment landscape [11][12] - Companies that are performing well and beating earnings expectations with reasonable multiples are seen as safer investments, even amidst market volatility [14][15]

Core Viewpoint - T-Mobile is expected to report a decline in quarterly earnings per share while experiencing revenue growth compared to the previous year [1] Financial Performance Estimates - Quarterly earnings per share (EPS) are projected at $2.11, a decrease of 17.9% year-over-year [1] - Revenue is forecasted to be $23.64 billion, reflecting an increase of 8.1% compared to the same period last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [1] Revenue Breakdown - Equipment revenues are estimated to reach $5.03 billion, marking a 7.1% increase from the previous year [3] - Total service revenues are expected to be $18.57 billion, representing a 9.7% year-over-year increase [4] - Other revenues are projected at $245.29 million, showing a slight increase of 0.1% from the prior year [4] - Wholesale and other service revenues are anticipated to be $754.30 million, reflecting a 2.2% increase from the previous year [5] Customer Metrics - Total postpaid customer accounts are expected to reach 33.75 million, up from 30.89 million year-over-year [5] - Net customer additions for total postpaid customers are projected at 959.11 thousand, down from 1.03 million in the previous year [6] - Total High Speed Internet customers are estimated to be 8.38 million, an increase from 6.43 million year-over-year [6] - Total postpaid customers are expected to reach 115.39 million, compared to 104.12 million last year [8] - Prepaid customers are projected to be 25.86 million, slightly up from 25.41 million year-over-year [8] Market Performance - Over the past month, T-Mobile shares have returned +2%, while the Zacks S&P 500 composite has decreased by -1.5% [9]

Core Viewpoint - AllianceBernstein Holding L.P. demonstrated strong financial performance in its latest earnings report, surpassing revenue and earnings estimates while managing a significant amount of assets despite facing net outflows [1][2][6] Financial Performance - The company reported an earnings per share (EPS) of $0.96, exceeding the estimated $0.92 [1][6] - Revenue was approximately $957.3 million, slightly above the forecast of $956.1 million [2][6] - The GAAP diluted net income was $0.90 per unit, with an adjusted diluted net income of $0.96 per unit [2] Assets Under Management - AllianceBernstein closed the year with a record $867 billion in assets under management [3][6] Net Outflows - The company faced $9.4 billion in net outflows, primarily due to $22.5 billion in net redemptions [4][6] Growth Areas - Despite the outflows, the company achieved targeted organic growth in areas such as ultra-high-net-worth, insurance, separately managed accounts (SMAs), active ETFs, and private markets [4] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 14.80, a price-to-sales ratio of about 12.84, and an enterprise value to sales ratio of 12.84 [5] - The enterprise value to operating cash flow ratio is around 12.73, and the earnings yield is approximately 6.76% [5]

Core Viewpoint - Analysts project that Advanced Drainage Systems (WMS) will report quarterly earnings of $1.11 per share, reflecting a year-over-year increase of 1.8%, while revenues are expected to decline by 0.6% to $686.55 million [1] Earnings Projections - The consensus EPS estimate for the quarter has been revised upward by 0.7% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Key Metrics Forecast - Analysts estimate 'Adjusted Gross Profit- Pipe' at $96.85 million, up from $90.90 million in the same quarter last year [5] - The forecast for 'Adjusted Gross Profit- International' is $11.40 million, down from $12.07 million year-over-year [5] - 'Adjusted Gross Profit- Allied Products & Other' is expected to be $94.15 million, compared to $92.94 million in the previous year [6] - 'Adjusted Gross Profit- Infiltrator' is projected at $80.65 million, an increase from $78.29 million in the same quarter last year [6] Stock Performance - Shares of Advanced Drainage have returned +4.6% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.9% change [6] - With a Zacks Rank 3 (Hold), WMS is anticipated to reflect overall market performance in the near future [6]

分组1 - Beazer Homes (BZH) is currently rated as a Zacks Rank 5 (Strong Sell) after missing the Zacks Consensus Estimate [1] - The stock has a Zacks Style Score for Value of F and a F for Growth, indicating poor performance in both categories [1] 分组2 - Charter Communications, Inc. provides broadband communications services, including Spectrum TV, Spectrum Internet, and Spectrum Voice [2] - The company has a history of inconsistent earnings performance, having beaten the Zacks Consensus Estimate in only one of the last four quarters [4] - The most recent quarter reported an EPS of $8.34, which was below the consensus estimate of $9.32 [4] - Earnings estimates for Charter Communications have been revised lower, with the current fiscal year consensus improving slightly from $36.73 to $36.75, while the next fiscal year estimate decreased from $43.16 to $43.00 [5] - Negative movements in earnings estimates have contributed to Charter Communications being rated as a Zacks Rank 5 (Strong Sell) [5][6]

Core Viewpoint - Analysts forecast that Boston Scientific (BSX) will report quarterly earnings of $0.78 per share, reflecting an 11.4% year-over-year increase, with revenues expected to reach $5.27 billion, a 15.4% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter, indicating stability in analysts' forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong relationship between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts predict 'Net Sales- MedSurg- Worldwide' will reach $1.80 billion, indicating an 11.5% year-over-year change [5]. - The consensus estimate for 'Net Sales- Cardiovascular- Worldwide' stands at $3.46 billion, reflecting a 17.5% increase from the year-ago quarter [5]. - 'Net Sales- MedSurg- Urology- Worldwide' is expected to be $725.74 million, showing a 15.2% year-over-year change [5]. - 'Net Sales- MedSurg- Endoscopy- Worldwide' is forecasted to reach $756.05 million, indicating a 9.6% increase from the previous year [6]. - 'Geographic Revenue- Rest of the World' is projected to be $1.88 billion, reflecting a 12.4% year-over-year change [6]. - 'Geographic Revenue- U.S.' is expected to reach $3.39 billion, indicating a 17% increase [6]. - 'Net Sales- Cardiovascular- Peripheral Interventions- International' is estimated at $297.57 million, suggesting an 11% year-over-year change [7]. - 'Net Sales- MedSurg- Neuromodulation- United States' is projected to be $247.55 million, reflecting a 7.2% increase [7]. - 'Net Sales- MedSurg- Neuromodulation- International' is expected to be $75.13 million, indicating a 10.5% year-over-year change [8]. - 'Net Sales- MedSurg- Endoscopy- United States' is forecasted to reach $462.66 million, reflecting a 9.4% increase [8]. - 'Net Sales- MedSurg- Endoscopy- International' is projected at $293.49 million, indicating a 9.9% year-over-year change [9]. - 'Net Sales- MedSurg- Urology- United States' is expected to be $545.86 million, reflecting an 18.9% increase from the previous year [9]. Stock Performance - Over the past month, shares of Boston Scientific have returned -3.2%, while the Zacks S&P 500 composite has changed by +0.9% [9]. - Currently, BSX carries a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [9].

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain best practices in content production and search engine optimization [5]