Wall Street analysts expect Old National Bancorp (ONB) to post quarterly earnings of $0.51 per share in its upcoming report, which indicates a year-over-year increase of 10.9%. Revenues are expected to be $623.08 million, up 29.3% from the year-ago quarter.The current level reflects an upward revision of 1.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Prior ...

Core Insights - Chipotle Mexican Grill (CMG) is expected to report quarterly earnings of $0.32 per share, reflecting a 5.9% decline year-over-year, while revenues are forecasted to reach $3.1 billion, indicating a 4.4% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 0.4% over the past 30 days, indicating a collective reassessment by analysts [2] - Revisions to earnings estimates are crucial for predicting investor actions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock price performance [3] Revenue Metrics - Analysts estimate 'Revenue- Food and beverage' to be $3.08 billion, representing a 4.2% year-over-year increase [5] - The forecast for 'Revenue- Delivery service' is $16.06 million, which reflects an 11.8% decline from the same quarter last year [5] Restaurant Operations - The estimated number of 'Company-operated restaurants at end of period' is 3,846, up from 3,530 in the same quarter last year [6] - Analysts predict a 'Comparable restaurant sales increase' of -2.8%, a significant drop from the previous year's 11.1% [6] New Openings and Sales - The consensus is that 'Company-operated restaurants opened' will total 65, compared to 52 in the prior year [7] - The projected 'Company-operated restaurants at beginning of period' is 3,781, up from 3,479 in the same quarter last year [7] - The estimated 'Average restaurant sales - TTM' is $3.14 million, slightly down from $3.15 million year-over-year [7] Stock Performance - Over the past month, Chipotle shares have returned +3.3%, while the Zacks S&P 500 composite has seen a +5.4% change [8] - CMG currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [8]

Core Insights - Arbor Realty Trust (ABR) is expected to report quarterly earnings of $0.29 per share, reflecting a decline of 35.6% year over year [1] - Analysts forecast revenues of $237.24 million, indicating a decrease of 20.2% compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting a reassessment of projections by covering analysts [1] Revenue Estimates - Interest income is projected to reach $237.24 million, down 20.2% from the prior-year quarter [4] - Other revenue from gains on sales, including fee-based services, is estimated at $13.77 million, reflecting a decline of 21.1% year over year [4] - Servicing revenue is expected to be $26.77 million, indicating a decrease of 10.5% from the previous year [4] Additional Revenue Metrics - Analysts estimate 'Other revenue- Mortgage servicing rights' at $10.47 million, suggesting a year-over-year decline of 28% [5] - Over the past month, Arbor Realty Trust shares have gained 11%, outperforming the Zacks S&P 500 composite, which increased by 5.4% [5] - Arbor Realty Trust holds a Zacks Rank 3 (Hold), indicating expected performance in line with the overall market [5]

Core Viewpoint - Sky Harbour Group Corporation (SKYH) shows potential for significant upside, with a mean price target of $17.92 indicating a 76.9% increase from its current price of $10.13 [1] Price Targets and Analyst Estimates - The mean estimate consists of six short-term price targets with a standard deviation of $4.8, suggesting variability among analysts [2] - The lowest estimate of $14.00 indicates a 38.2% increase, while the highest estimate of $25.00 suggests a potential surge of 146.8% [2] - Analysts' price targets can often mislead investors, as empirical research indicates they rarely reflect actual stock price movements [7][10] Earnings Estimates and Analyst Agreement - There is strong agreement among analysts regarding SKYH's ability to report better earnings, which supports the potential for stock upside [4][11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 9.8%, with one estimate moving higher and no negative revisions [12] - SKYH holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] Conclusion on Price Movement - While the consensus price target may not be a reliable indicator of the extent of potential gains, it does provide a useful guide for the direction of price movement [14]

Group 1 - Texas Instruments (TXN) is expected to report quarterly earnings of $1.32 per share, reflecting a year-over-year increase of 8.2% [1] - Revenues are projected to be $4.31 billion, which represents a 12.7% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] Group 2 - Analysts project 'Revenue- Other' to reach $270.04 million, indicating a year-over-year change of -3.2% [4] - 'Revenue- Embedded Processing' is estimated to be $687.90 million, reflecting an 11.9% increase from the previous year [4] - The consensus for 'Revenue- Analog' is $3.39 billion, showing a 15.7% increase compared to the prior-year quarter [4] Group 3 - The average prediction for 'Operating Profit- Analog' is $1.27 billion, up from $1.05 billion reported in the same quarter last year [5] - 'Operating Profit- Other' is expected to be $8.34 million, a significant decrease from $121.00 million in the previous year [5] - The consensus estimate for 'Operating Profit- Embedded Processing' stands at $104.46 million, compared to $80.00 million from the year-ago period [6] Group 4 - Texas Instruments shares have returned +9.2% over the past month, outperforming the Zacks S&P 500 composite's +4.2% change [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [6]

Core Viewpoint - Ardmore Shipping (ASC) shows potential for upside based on Wall Street analysts' price targets, with a mean target of $13.17 indicating a 25.7% upside from the current price of $10.48 [1] Price Targets and Estimates - The average price target consists of three estimates ranging from a low of $12.50 to a high of $14.00, with a standard deviation of $0.76, suggesting a consensus among analysts [2] - The lowest estimate indicates a 19.3% increase, while the highest suggests a 33.6% upside [2] - Analysts' agreement on earnings estimates is a strong indicator of potential stock performance, with positive revisions correlating with price movements [4][11] Analyst Behavior and Price Target Reliability - Solely relying on price targets for investment decisions may not be prudent due to historical inaccuracies in analysts' predictions [3][7] - Analysts often set optimistic price targets influenced by business relationships, which can lead to inflated expectations [8] - A low standard deviation in price targets indicates strong agreement among analysts, which can serve as a starting point for further research [9] Earnings Estimates and Zacks Rank - ASC has seen a positive trend in earnings estimate revisions, with a 16.2% increase in the Zacks Consensus Estimate over the past 30 days [12] - The company holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - While price targets may not be entirely reliable, the direction they imply can be a useful guide for potential stock movement [14]

Core Viewpoint - Analysts expect United Airlines (UAL) to report quarterly earnings of $3.86 per share, reflecting a year-over-year decline of 6.8%, with revenues projected at $15.36 billion, an increase of 2.5% from the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 5.4%, indicating a collective reassessment by analysts [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Projections - Analysts predict 'Operating revenue- Passenger revenue' to be $14.00 billion, representing a year-over-year increase of 2.3% [5]. - The estimated 'Operating revenue- Other operating revenue' is $950.69 million, indicating a year-over-year change of 6.6% [5]. - 'Operating revenue- Cargo' is expected to reach $462.00 million, reflecting an 11.6% increase from the prior year [6]. Key Metrics - The consensus estimate for 'ASMs (Available seat miles)' is 84.60 billion, up from 79.68 billion in the same quarter last year [8]. - Analysts expect 'RPMs (Revenue passenger miles)' to be 70.28 billion, compared to 67.06 billion in the previous year [8]. - Fuel consumption is projected at 1,249 million gallons, an increase from 1,134 million gallons reported in the same quarter last year [9]. Stock Performance - Over the past month, United shares have increased by 18.4%, outperforming the Zacks S&P 500 composite, which saw a change of 4.1% [10].

Core Viewpoint - Kennedy-Wilson (KW) has shown a significant price increase of 11.3% over the past four weeks, with a mean price target of $9.9 indicating a potential upside of 32.7% from the current price of $7.46 [1] Price Targets and Analyst Consensus - The average price targets for KW range from a low of $7.70 to a high of $13.00, with a standard deviation of $2.76, suggesting variability in analyst estimates [2] - The lowest estimate indicates a 3.2% increase, while the highest suggests a 74.3% upside, highlighting the potential for significant price movement [2] - A low standard deviation among price targets indicates a high degree of agreement among analysts regarding the stock's price direction [9] Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about KW's earnings prospects, with a strong consensus on revising EPS estimates higher, which correlates with potential stock price increases [11] - The Zacks Consensus Estimate for the current year has risen by 245.5% over the past month, indicating positive sentiment among analysts [12] - KW holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, further supporting its potential upside [13] Caution on Price Targets - While price targets are commonly referenced by investors, they can often mislead, as empirical research shows that they rarely predict actual stock price movements accurately [7][10] - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8]

Core Viewpoint - Delta Air Lines is expected to report a quarterly earnings per share (EPS) of $1.99, reflecting a year-over-year decline of 15.7%, with revenues projected at $16.18 billion, down 2.9% from the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 10.1%, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts forecast 'Operating Revenues- Passenger' at $13.81 billion, a decrease of 0.2% year over year [5]. - The estimated 'Operating Revenues- Cargo' is projected at $204.15 million, reflecting an increase of 2.6% year over year [5]. - 'Operating Revenues- Other' is expected to be $2.50 billion, indicating a decline of 4.4% from the previous year [5]. Passenger Revenue by Region - 'Passenger Revenue by Geographic Region- Domestic' is expected to reach $9.30 billion, down 1.1% from the prior year [6]. - 'Passenger Revenue by Geographic Region- Pacific' is projected at $715.71 million, showing an increase of 9.4% year over year [6]. - 'Passenger Revenue by Geographic Region- Latin America' is estimated at $1.01 billion, reflecting a year-over-year increase of 4.4% [6]. - 'Passenger Revenue by Geographic Region- Atlantic' is expected to be $2.66 billion, indicating a decline of 5.7% year over year [7]. Operational Metrics - The 'Passenger Load Factor' is projected at 86.8%, slightly down from 87.0% a year ago [7]. - 'Revenue passenger miles - Consolidated' is expected to reach 67.54 billion, up from 65.24 billion in the previous year [7]. - 'Available seat miles - Consolidated' is forecasted to be 77.89 billion, compared to 74.66 billion reported in the same quarter last year [8]. Cost Metrics - Analysts have not provided a specific estimate for 'Cost per Available Seat Mile (CASM) - Ex' [8]. - The assessment for 'Operating Cost Per Available Seat Mile' remains unspecified [9]. Stock Performance - Delta shares have returned +4.1% over the past month, compared to a +5.2% change in the Zacks S&P 500 composite [9].

Core Viewpoint - Axos Financial (AX) shares have experienced a significant rally, driven by positive market sentiment and company-specific developments, including a decrease in the effective tax rate and upward revisions in earnings estimates [1][2][3]. Company Developments - Axos Financial shares increased by 6.2% in the last trading session, closing at $83.18, with notable trading volume [1]. - The company anticipates a reduction in its effective tax rate by approximately 3% starting in fiscal 2026, leading to a one-time, non-cash impairment charge of nearly $4 million in Q4 of fiscal 2025 [2]. - DA Davidson raised its price target for Axos Financial from $92.50 to $96.00, maintaining a buy rating, reflecting the company's strong growth and profitability metrics [3]. Earnings Expectations - The upcoming quarterly earnings report for Axos Financial is expected to show earnings of $1.84 per share, representing a year-over-year increase of 0.6%, with revenues projected at $312.44 million, up 7.4% from the previous year [4]. - The consensus EPS estimate for the quarter has been revised slightly higher over the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [5]. Industry Context - Axos Financial operates within the Zacks Financial - Miscellaneous Services industry, which is currently experiencing broader market optimism, contributing to investor confidence in financial services stocks [3][5]. - Another company in the same industry, HA Sustainable Infrastructure Capital, has seen its consensus EPS estimate remain unchanged at $0.64, reflecting a year-over-year change of 1.6% [6].