Core Insights - GE Vernova (GEV) is expected to report quarterly earnings of $1.60 per share, marking a significant increase of 125.4% year-over-year, with revenues projected at $8.82 billion, reflecting a 7.5% increase from the previous year [1] Earnings Projections - The consensus EPS estimate has been revised 5.3% 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 Estimates - Analysts predict 'Revenues- Power' to be $4.65 billion, a 4.4% increase from the prior-year quarter [5] - 'Revenues- Wind' is expected to reach $2.18 billion, indicating a 5.8% year-over-year change [5] - 'Revenues- Electrification' is forecasted at $2.11 billion, reflecting an 18.1% increase from the previous year [5] - 'Revenues- Sales of equipment' is estimated at $4.59 billion, a 9.5% increase from the prior-year quarter [6] - 'Revenues- Sales of services' is projected to be $4.27 billion, showing a 6.4% increase from the year-ago quarter [6] Stock Performance - GE Vernova shares have returned +13.2% over the past month, outperforming the Zacks S&P 500 composite, which saw a +5.9% change [6]

Core Viewpoint - East West Bancorp (EWBC) is expected to report quarterly earnings of $2.23 per share, reflecting a 7.7% increase year-over-year, with revenues projected at $699.03 million, a 9.6% increase compared to the previous year [1]. Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.6%, indicating analysts' reassessment of their initial forecasts [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 Analysis - Analysts predict a 'Net interest margin' of 3.3%, unchanged from the previous year [5]. - The 'Efficiency ratio' is estimated at 36.9%, slightly improved from 37.1% year-over-year [5]. - The 'Average Balance - Total interest-earning assets' is projected to be $73.10 billion, up from $68.05 billion a year ago [5]. Capital Ratios - The 'Tier 1 capital ratio' is expected to reach 14.6%, an increase from 13.7% in the same quarter last year [6]. - The 'Total capital ratio' is forecasted at 15.7%, up from 15.1% year-over-year [6]. - The 'Adjusted efficiency ratio' is estimated at 34.9%, compared to 34.3% in the same quarter last year [6]. Loan and Asset Projections - The 'Leverage ratio' is expected to be 10.8%, an increase from 10.4% year-over-year [7]. - 'Total nonaccrual loans' are projected at $161.04 million, down from $165.88 million a year ago [7]. - 'Total nonperforming assets' are estimated to be $199.69 million, slightly up from $196.28 million year-over-year [7]. Income Forecasts - 'Net Interest Income' is projected to be $609.92 million, compared to $553.23 million in the same quarter last year [8]. - 'Total Noninterest Income' is expected to reach $90.39 million, up from $84.67 million year-over-year [8]. - 'Commercial and consumer deposit-related fees' are forecasted at $27.44 million, compared to $25.65 million in the same quarter last year [9]. Stock Performance - Shares of East West Bancorp have increased by 14.6% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.4% [9].

Core Viewpoint - Analysts project Texas Capital (TCBI) will report quarterly earnings of $1.28 per share, a 60% increase year over year, with revenues expected to reach $298.24 million, an 11.7% increase from the same quarter last year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 0.7% in the past 30 days, indicating a reassessment 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 Financial Metrics - Analysts estimate the 'Efficiency Ratio' to be 66.6%, down from 70.6% a year ago [4]. - The 'Net Interest Margin' is expected to be 3.2%, up from 3.0% in the same quarter last year [5]. - The 'Average Balance - Total earning assets' is projected at $30.98 billion, compared to $28.57 billion a year ago [5]. - 'Total Non-Performing Assets' are estimated at $96.88 million, up from $85.02 million a year ago [5][6]. Income Projections - 'Net Interest Income' is forecasted to reach $245.58 million, compared to $216.58 million last year [6]. - 'Total Non-Interest Income' is expected to be $52.56 million, up from $50.42 million a year ago [6]. - 'Net Interest Income (FTE)' is estimated at $246.85 million, compared to $216.65 million in the same quarter last year [7]. - 'Wealth Management and Trust Fee Income' is projected at $4.02 million, up from $3.70 million last year [7]. Additional Income Metrics - 'Service Charges on Deposit Accounts' are expected to reach $8.12 million, compared to $5.91 million a year ago [8]. - 'Other Non-Interest Income' is projected at $8.22 million, up from $7.99 million last year [8]. - 'Trading Income' is expected to be $6.12 million, compared to $5.65 million in the same quarter last year [9]. Stock Performance - Texas Capital shares have returned +14.6% over the past month, outperforming the Zacks S&P 500 composite's +4% change [9].

Core Viewpoint - Analysts forecast that Synovus Financial (SNV) will report quarterly earnings of $1.25 per share, reflecting a year-over-year increase of 7.8%, with revenues expected to reach $583.84 million, a 90.7% increase compared to the previous year [1] Earnings Projections - Over the last 30 days, there has been a 1% upward revision in the consensus EPS estimate for the quarter, indicating analysts' reassessment of their initial forecasts [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 Forecast - Analysts project the 'Net interest margin, taxable equivalent' to be 3.3%, up from 3.2% in the same quarter last year [5] - The 'Efficiency ratio - TE' is expected to be 53.6%, a significant improvement from 98.2% reported in the same quarter last year [5] - The estimated 'Average Balance - Total interest earning assets' is $55.51 billion, compared to $54.85 billion in the same quarter last year [6] - 'Non-performing Assets (NPAs)' are projected to reach $289.74 million, up from $256.93 million a year ago [6] - 'Non-performing Loans (NPLs)' are expected to be $288.95 million, compared to $256.11 million in the same quarter last year [7] - The 'Tier 1 Capital Ratio' is forecasted at 11.3%, down from 11.7% reported in the same quarter last year [7] Income Estimates - The consensus estimate for 'Net interest income taxable equivalent' is $466.25 million, compared to $436.35 million in the same quarter last year [8] - 'Net Interest Income' is expected to be $462.13 million, up from $435.00 million in the same quarter last year [8] - 'Mortgage banking income' is projected at $4.47 million, compared to $3.94 million in the same quarter last year [9] - 'Service charges on deposit accounts' are expected to be $23.38 million, up from $22.91 million a year ago [9] - 'Fiduciary and asset management fees' are estimated at $20.08 million, compared to $19.73 million last year [10] - 'Capital markets income' is forecasted at $8.37 million, down from $15.08 million in the same quarter last year [10] Stock Performance - Over the past month, Synovus shares have returned +13.5%, outperforming the Zacks S&P 500 composite's +4.1% change, indicating a likely performance that aligns with the overall market in the upcoming period [11]

Group 1 - Analysts project that Sprinklr (CXM) will announce quarterly earnings of $0.10 per share, an increase of 11.1% year over year, with revenues expected to reach $201.89 million, a 3% increase from the same quarter last year [1] - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating a reassessment of projections by covering analysts [1] - Revenue from subscriptions is estimated to be $182.39 million, reflecting a 2.8% increase from the prior-year quarter, while revenue from professional services is projected at $19.49 million, a 4.8% increase [4] Group 2 - The projected gross margin for subscriptions is expected to be 76.4%, down from 82% in the previous year [4] - Sprinklr shares have shown a return of +10.1% over the past month, outperforming the Zacks S&P 500 composite's +6.4% change [5] - With a Zacks Rank 3 (Hold), Sprinklr is anticipated to mirror overall market performance in the near future [5]

Core Insights - Okta (OKTA) is expected to report quarterly earnings of $0.77 per share, an 18.5% increase year-over-year, with revenues forecasted at $679.73 million, reflecting a 10.2% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised 0.3% lower over the last 30 days, indicating a reevaluation of initial estimates by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Revenue Projections - Analysts estimate 'Revenue- Subscription' at $660.72 million, a 9.6% year-over-year increase, while 'Revenue- Professional services and other' is projected at $12.86 million, indicating an 8.1% year-over-year decline [5] Performance Obligations - Current remaining performance obligations (cRPO) are expected to reach $2.19 billion, up from $1.95 billion in the same quarter last year [6] - Remaining performance obligations are projected at $4.02 billion, compared to $3.36 billion reported in the same quarter of the previous year [6] Key Metrics - The consensus estimate for 'Gross margin- Subscription' is 83.0%, up from 78% in the same quarter last year [7] - Analysts predict a total customer count of 20,001, an increase from 19,100 in the same quarter last year [7] Stock Performance - Over the past month, Okta shares have returned +33.1%, outperforming the Zacks S&P 500 composite's +12.7% change [7] - Currently, Okta carries a Zacks Rank 4 (Sell), suggesting potential underperformance in the near future [7]

Core Insights - Ametek's international operations are crucial for assessing its financial resilience and growth prospects, especially in a tightly interconnected global economy [2][3] Revenue Performance - Ametek's total revenue for the quarter was $1.73 billion, a slight decrease of 0.2% from the same quarter last year [4] - Asia generated $330.04 million, accounting for 19.06% of total revenue, which was a surprise decrease of -9.34% compared to Wall Street's expectation of $364.04 million [5] - Other foreign countries contributed $169.12 million, representing 9.76% of total revenue, exceeding the estimate of $158.31 million by +6.83% [6] - European Union countries accounted for $236.65 million, or 13.66% of total revenue, falling short of the expected $270.22 million by -12.42% [7] - The United Kingdom contributed $68.62 million, making up 3.96% of total revenue, surpassing expectations by +10.38% [8] Future Revenue Forecasts - Analysts project Ametek's total revenue for the current fiscal quarter to reach $1.74 billion, reflecting a 0.5% increase from the same quarter last year [9] - Expected contributions from international markets include Asia at 21.1% ($367.5 million), Other foreign countries at 9% ($156.74 million), European Union countries at 14.5% ($253.18 million), and the United Kingdom at 3.5% ($60.24 million) [9] - For the full year, total revenue is anticipated to be $7.09 billion, marking a 2.1% increase compared to last year, with specific contributions from Asia ($1.5 billion), Other foreign countries ($638.05 million), European Union countries ($1.05 billion), and the United Kingdom ($243.06 million) [10] Conclusion - Ametek's reliance on global markets for revenue presents both opportunities and challenges, making the monitoring of international revenue trends essential for predicting future performance [11]

Core Insights - Analysts project that Americold Realty Trust Inc. (COLD) will report quarterly earnings of $0.34 per share, reflecting an 8.1% decline year over year, with revenues expected to reach $669.39 million, a 0.7% increase from the same quarter last year [1] Revenue Estimates - Analysts expect 'Revenues- Rent, storage and warehouse services' to be $597.90 million, indicating no change year over year [4] - 'Revenues- Third-party managed services' are projected to reach $10.77 million, showing a 3.3% increase from the previous year [4] - 'Revenues- Global Warehouse- Warehouse services' are anticipated to be $336.60 million, reflecting a 2.5% increase year over year [5] - 'Revenues- Global Warehouse- Rent and storage' are expected to be $261.30 million, indicating a 3% decline year over year [5] - 'Revenues- Transportation services' are projected at $58.85 million, showing a 3.5% increase year over year [6] Depreciation and Amortization - Analysts estimate 'Depreciation and amortization' to reach $90.51 million, compared to $92.10 million reported in the same quarter last year [6] Market Performance - Shares of Americold Realty Trust have returned +4.1% over the past month, while the Zacks S&P 500 composite has increased by +10.6% [7] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [7]

Core Viewpoint - Analysts expect Sensata (ST) to report quarterly earnings of $0.72 per share, reflecting a year-over-year decline of 19.1% and revenues of $879.52 million, down 12.6% from the previous year [1] Earnings Projections - 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 [2] Key Metrics Analysis - Analysts estimate 'Net Revenue- Sensing Solutions' at $245.61 million, indicating a year-over-year decline of 4.7% - The consensus for 'Net Revenue- Performance Sensing' is $635.90 million, reflecting a decrease of 10.9% from the same quarter last year [4] Segment Profit Estimates - Estimated 'Segment Profit- Performance Sensing' is $137.69 million, down from $185.13 million reported in the same quarter last year - 'Segment Profit- Sensing Solutions' is projected to be $69.39 million, compared to $72.48 million reported in the same quarter of the previous year [5] Stock Performance - Sensata shares have increased by 22.3% over the past month, outperforming the Zacks S&P 500 composite's 10.6% increase, but the stock holds a Zacks Rank 4 (Sell), indicating expected underperformance in the near term [6]

Core Viewpoint - Analysts expect Affirm Holdings (AFRM) to report a quarterly loss of $0.08 per share, reflecting an 81.4% year-over-year increase in losses, with revenues projected at $783.11 million, a 35.9% increase from the previous year [1]. Earnings Projections - There has been a 4.9% upward revision in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their initial forecasts [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 project 'Revenue- Merchant network' to reach $199.48 million, a 25.2% increase year-over-year [5]. - 'Revenue- Card network' is expected to be $46.40 million, reflecting a 30.1% year-over-year change [5]. - 'Revenue- Interest income' is forecasted at $414.44 million, indicating a 31.3% increase from the previous year [5]. - 'Revenue- Servicing income' is estimated at $31.25 million, suggesting a 23.5% year-over-year change [6]. - 'Revenue- Gain on sales of loans' is projected to reach $81.19 million, a significant 102.1% increase year-over-year [6]. - Gross Merchandise Volume (GMV) is expected to be $8,129.51 billion, up from $6,294 billion in the previous year [6]. Consumer Metrics - The average prediction for 'Transactions per Active Consumer' is 5, consistent with the same quarter of the previous year [7]. - Analysts estimate 'Active Consumers' to be 21, an increase from 18 reported in the same quarter last year [7]. Stock Performance - Over the past month, Affirm Holdings shares have gained 46.4%, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [8]. - Affirm Holdings holds a Zacks Rank 1 (Strong Buy), indicating a likelihood of outperforming the overall market in the near future [8].