Core Insights - Analysts project Alaska Air Group (ALK) will report quarterly earnings of $1.56 per share, a decline of 38.8% year over year, with revenues expected to reach $3.66 billion, an increase of 26.3% from the same quarter last year [1]. Earnings Projections - Over the last 30 days, there has been a downward revision of 4.1% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Key Metrics Estimates - Revenue from 'Mileage Plan other' is estimated at $219.52 million, reflecting a year-over-year change of +26.2% [5]. - 'Revenue- Cargo and other' is projected to reach $137.72 million, indicating a significant increase of +91.3% from the prior-year quarter [5]. - The 'Passenger Load Factor' is expected to be 85.2%, up from 84.1% a year ago [5]. Operational Metrics - Analysts estimate 'Available seat miles (ASM)' at 22.96 billion, compared to 18.20 billion from the previous year [6]. - The consensus for 'Revenue passenger miles (RPM)' stands at 19.59 billion, up from 15.31 billion year-over-year [6]. - 'Fuel gallons' are forecasted to reach 285 million, an increase from 219 million gallons a year ago [7]. Additional Insights - 'ASMs per fuel gallon' are expected to be $79.2, down from $83.1 a year ago [8]. - 'Revenue passengers' are projected at 14.82 billion, compared to 11.89 million from the previous year [8]. - The average full-time equivalent employees (FTEs) is expected to reach 29,259, up from 23,368 year-over-year [8]. Stock Performance - Over the past month, shares of Alaska Air have returned +13.3%, outperforming the Zacks S&P 500 composite's +5.4% change [9]. - Currently, ALK holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the overall market in the near future [9].

Core Viewpoint - Progressive (PGR) is expected to report significant growth in earnings and revenues for the upcoming quarter, with analysts predicting earnings of $4.30 per share, a 62.3% increase year-over-year, and revenues of $21.52 billion, reflecting a 17.9% increase [1]. Earnings Projections - The consensus EPS estimate has been revised 1.1% higher in the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue and Key Metrics - Analysts forecast 'Service revenues' at $128.06 million, a year-over-year increase of 20.5% [5]. - 'Net premiums earned' are expected to be $20.19 billion, reflecting a 17.3% increase from the prior year [5]. - 'Investment income' is projected to reach $860.70 million, indicating a year-over-year change of 25.7% [5]. Expense and Combined Ratios - 'Net premiums earned - Commercial Lines' are estimated at $2.78 billion, a 4.3% year-over-year change [6]. - The 'Companywide Total - Expense ratio' is projected at 19.7%, up from 19.0% in the same quarter last year [6]. - The 'Companywide Total - Combined ratio' is expected to be 88.7%, compared to 91.9% a year ago [6]. Loss Ratios - The 'Companywide Total - Loss/LAE ratio' is forecasted to be 68.9%, down from 72.9% in the previous year [7]. - The 'Property Business - Combined ratio' is expected to reach 107.3%, significantly improved from 166.3% in the same quarter last year [7]. Business Segment Insights - The 'Commercial Lines Business - Combined ratio' is estimated at 89.9%, slightly higher than the year-ago figure of 88.6% [8]. - The 'Property Business - Loss/LAE ratio' is projected to be 78.3%, down from 137.4% a year ago [8]. - The 'Property Business - Expense ratio' is expected to be 29.0%, compared to 28.9% in the previous year [8]. Stock Performance - Over the past month, Progressive shares have declined by 7.1%, contrasting with the S&P 500 composite's increase of 4.1% [9].

Core Viewpoint - McCormick (MKC) is expected to report a quarterly earnings per share (EPS) of $0.65, indicating a decline of 5.8% year-over-year, while revenues are projected to increase by 1.2% to $1.66 billion [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 0.1% over the past 30 days, reflecting a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue and Sales Projections - Analysts project 'Net Sales- Flavor Solutions' to reach $746.82 million, representing a year-over-year increase of 1.1% [5]. - The consensus for 'Net Sales- Consumer' is estimated at $918.28 million, suggesting a year-over-year change of 1.5% [5]. Operating Income Forecasts - 'Operating income excluding special charges and transaction and integration expenses- Flavor Solutions' is forecasted to be $92.07 million, up from $86.60 million in the same quarter last year [6]. - For 'Operating income excluding special charges and transaction and integration expenses- Consumer', the estimate is $152.43 million, compared to $149.30 million reported in the same quarter of the previous year [7]. Stock Performance - Over the past month, McCormick shares have returned +2.7%, outperforming the Zacks S&P 500 composite's +0.5% change [8]. - Currently, MKC holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [8].

Core Insights - Zscaler (ZS) is expected to report quarterly earnings of $0.75 per share, reflecting a decline of 14.8% year-over-year, while revenues are forecasted to be $666.11 million, indicating a 20.4% increase compared to the previous year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, suggesting stability in analysts' forecasts [1][2] - The average estimates for Zscaler's key metrics show significant growth, particularly in revenues from direct customers and channel partners [4] Revenue Estimates - Analysts predict 'Revenues- Direct Customers' to be $76.85 million, representing a 51.2% increase from the year-ago quarter [4] - The consensus estimate for 'Revenues- Channel Partners' is $589.01 million, indicating a 17.3% increase from the prior-year quarter [4] Other Key Metrics - 'Billings' are expected to reach $792.21 million, up from $628.04 million in the previous year [4] - 'Remaining Performance Obligations' are estimated at $4.73 billion, compared to $3.82 billion a year ago [5] - The 'Dollar-Based Net Retention Rate' is projected to be 115.0%, slightly down from 116% in the previous year [5] Stock Performance - Zscaler shares have returned +17.9% over the past month, outperforming the Zacks S&P 500 composite, which saw an +8.2% change [5]

Core Viewpoint - Marvell Technology (MRVL) is expected to report significant year-over-year growth in both earnings and revenues in its upcoming quarterly report, with earnings per share projected at $0.61 and revenues at $1.88 billion, reflecting increases of 154.2% and 61.6% respectively [1] Revenue Estimates by End Market - Analysts predict that 'Net Revenue by end market- Data center' will reach $1.43 billion, indicating a year-over-year change of +74.8% [4] - The 'Net Revenue by end market- Carrier infrastructure' is estimated to be $116.43 million, showing a year-over-year increase of +62.2% [4] - For 'Net Revenue by end market- Automotive/industrial', the average prediction is $79.83 million, suggesting a change of +2.9% year over year [4] - The 'Net Revenue by end market- Consumer' is expected to arrive at $65.70 million, reflecting a year-over-year change of +56.4% [5] - Analysts estimate 'Net Revenue by end market- Enterprise networking' to reach $187.55 million, indicating a change of +22.5% from the year-ago quarter [5] Stock Performance - Marvell shares have experienced a +7.9% change in the past month, compared to the Zacks S&P 500 composite's +10.7% move, suggesting that MRVL is expected to closely follow overall market performance in the near term [6]

Group 1 - Analysts project Analog Devices (ADI) will announce quarterly earnings of $1.69 per share, a 20.7% increase year over year [1] - Revenues are expected to reach $2.5 billion, reflecting a 15.9% 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][2] Group 2 - Revenue by end market for Consumer is projected at $304.22 million, indicating a year-over-year change of +24.1% [4] - Revenue by end market for Communications is estimated at $280.53 million, showing a change of +16.5% from the previous year [4] - Revenue by end market for Automotive is expected to be $754.45 million, reflecting a +14.6% year-over-year change [5] Group 3 - Revenue by end market for Industrial is estimated at $1.14 billion, indicating a +12.6% change from the year-ago quarter [5] - Analog Devices shares have increased by +28.8% in the past month, outperforming the Zacks S&P 500 composite's +13.1% move [5] - ADI holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [5]

Core Viewpoint - Analysts project that Agilysys (AGYS) will report quarterly earnings of $0.26 per share, reflecting an 18.8% decline year over year, while revenues are expected to reach $71.28 million, marking a 14.6% increase from the same quarter last year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate for Agilysys has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] - The consensus estimate for 'Net revenue- Products' is projected at $10.03 million, showing a decline of 8.7% from the prior-year quarter [4] - 'Net revenue- Subscription and maintenance' is expected to reach $45.39 million, reflecting a growth of 24.1% from the prior-year quarter [4] - 'Net revenue- Professional services' is anticipated to be $15.85 million, indicating an increase of 8.2% from the prior-year quarter [5] Group 2: Market Performance - Agilysys shares have shown a return of 23.7% over the past month, outperforming the Zacks S&P 500 composite, which increased by 9.9% [5] - Agilysys holds a Zacks Rank 4 (Sell), suggesting it may underperform the overall market in the near future [5]

Core Viewpoint - European Wax Center, Inc. (EWCZ) is expected to report a quarterly earnings per share (EPS) of $0.05, reflecting a year-over-year decline of 61.5%, with revenues projected at $49.4 million, down 4.8% from the previous year [1]. Earnings Projections - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not reassessed their initial estimates during this period [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts predict 'Revenue- Marketing fees' will reach $6.78 million, indicating a year-over-year decline of 4.5% [4]. - 'Revenue- Royalty fees' is estimated to be $12.26 million, reflecting a year-over-year change of -1.5% [5]. - The consensus for 'Revenue- Product sales' is $27.69 million, showing a decline of 6.1% from the prior-year quarter [5]. - The average prediction for 'Ending center count' is 1,061, compared to 1,051 from the previous year [5]. Stock Performance - Over the past month, shares of European Wax Center have decreased by 1.4%, while the Zacks S&P 500 composite has increased by 13.7% [6]. - EWCZ currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6].

Core Insights - Fidelis Insurance Holdings (FIHL) is expected to report a quarterly loss of $0.43 per share, reflecting a year-over-year decline of 158.1% [1] - Revenue is anticipated to reach $656.08 million, showing an increase of 26.2% compared to the same quarter last year [1] Earnings Projections - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong link between earnings estimate trends and short-term stock price movements [3] Revenue Breakdown - Analysts project 'Revenues- Net premiums earned' to be $603.48 million, representing a 23.7% increase from the prior-year quarter [5] - 'Revenues- Net investment income' is estimated to reach $52.61 million, indicating a 28.3% increase from the prior-year quarter [5] Key Metrics - The 'Combined Ratio' is forecasted at 116.9%, compared to 85.8% in the same quarter of the previous year [6] - The 'Loss Ratio' is expected to be 70.2%, up from 37.4% in the same quarter last year [6] Stock Performance - Fidelis Insurance shares have increased by 8.4% in the past month, while the Zacks S&P 500 composite has risen by 13.7% [6] - With a Zacks Rank 3 (Hold), FIHL is expected to closely follow overall market performance in the near term [6]

Core Insights - HubSpot (HUBS) is expected to report quarterly earnings of $1.74 per share, a 3.6% increase year-over-year, with revenues forecasted at $699.18 million, reflecting a 13.2% year-over-year growth [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of projections [1][2] - Analysts predict significant growth in key metrics, including subscription revenues and total customers, which are crucial for understanding HubSpot's performance [3] Revenue Estimates - Estimated 'Revenues- Subscription' is projected at $684.96 million, showing a 13.4% increase from the prior-year quarter [4] - 'Revenues- Professional services and other' are expected to reach $14.23 million, indicating a 4.5% year-over-year change [4] Customer Metrics - Total Customers are projected to reach 257,242, up from 216,840 in the same quarter last year [4] Average Revenue Metrics - 'Average Subscription Revenue per Customer' is estimated at $10,947.53, down from $11,447 in the same quarter last year [5] - 'Gross margin (Non-GAAP)- Subscription' is expected to be $601.76 million, compared to $529.92 million a year ago [5] Stock Performance - Over the past month, HubSpot shares have increased by 26.8%, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [6]