Core Insights - Elevance Health reported $48.77 billion in revenue for Q1 2025, a year-over-year increase of 15.4% and a surprise of +5.95% over the Zacks Consensus Estimate of $46.03 billion [1] - The EPS for the same period was $11.97, compared to $10.64 a year ago, with an EPS surprise of +6.78% against the consensus estimate of $11.21 [1] Revenue and Membership Metrics - Total Medical Membership stood at 45.83 million, slightly below the estimated 46.24 million [4] - Medicaid Medical Membership was 8.86 million, close to the estimate of 8.89 million [4] - Medicare Medical Membership was 876 thousand, exceeding the estimate of 866.49 thousand [4] - Commercial Risk-Based Medical Membership was 3.64 million, below the estimate of 3.75 million [4] Revenue Breakdown - Premium revenues reached $40.89 billion, surpassing the average estimate of $38.70 billion, reflecting a year-over-year change of +14.5% [4] - Service fees totaled $2.07 billion, slightly below the estimate of $2.13 billion, showing a -0.4% change year-over-year [4] - Net investment income was $590 million, exceeding the estimate of $461.32 million, with a year-over-year increase of +26.9% [4] - Product revenue was $5.81 billion, above the estimate of $5.11 billion, representing a +29.1% change year-over-year [4] Operating Revenue Performance - Total operating revenue from Carelon Services was $6.54 billion, exceeding the estimate of $5.87 billion, with a year-over-year change of +63% [4] - CarelonRx generated $10.12 billion in operating revenue, surpassing the estimate of $9.40 billion, reflecting a +25.4% change year-over-year [4] - Health Benefits operating revenue was $41.43 billion, above the estimate of $39.82 billion, with a year-over-year increase of +11.2% [4] - Carelon's total operating revenue was $16.65 billion, exceeding the estimate of $15.27 billion, representing a +37.9% change year-over-year [4]

Core Insights - Wall Street analysts forecast Kinsale Capital Group, Inc. (KNSL) will report quarterly earnings of $3.15 per share, reflecting a year-over-year decline of 10% and revenues of $424.32 million, which is an increase of 13.8% compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised 0.2% lower 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 performance [3] Revenue Projections - The consensus estimate for 'Revenues- Net investment income' is $43.84 million, indicating a year-over-year change of +33.1% [5] - 'Revenues- Net Earned Premiums' is projected to reach $370.83 million, reflecting a change of +5.6% from the prior-year quarter [5] - 'Revenues- Fee Income' is expected to be $9.37 million, showing a year-over-year change of +15.8% [5] Expense and Ratio Estimates - Analysts predict the 'Expense Ratio' will reach 21.0%, up from 20.7% in the same quarter last year [6] - The 'Combined Ratio' is expected to be 86.9%, compared to 79.5% a year ago [6] - The average prediction for the 'Loss Ratio' is 65.9%, an increase from 58.8% in the previous year [6] Stock Performance - Kinsale Capital Group shares have returned +5.8% over the past month, contrasting with the Zacks S&P 500 composite's -6.9% change [7] - The company holds a Zacks Rank 4 (Sell), suggesting it may underperform the overall market in the near future [7]

Core Insights - Tilray Brands, Inc. reported revenue of $185.78 million for the quarter ended February 2025, a decrease of 1.4% year-over-year, and an EPS of -$0.10 compared to $0.00 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $209.78 million, resulting in a surprise of -11.44%, while the EPS surprise was -150.00% against a consensus estimate of -$0.04 [1] Revenue Breakdown - Cannabis business revenue was $54.27 million, below the estimated $66.21 million, reflecting a year-over-year decline of 14.4% [4] - Wellness business revenue reached $14.09 million, slightly below the average estimate of $14.35 million, marking a year-over-year increase of 5% [4] - Beverage business revenue was reported at $55.92 million, compared to the estimated $63.20 million, showing a year-over-year growth of 2.3% [4] - Distribution business revenue amounted to $61.49 million, slightly below the average estimate of $61.92 million, with a year-over-year increase of 8.3% [4] Stock Performance - Over the past month, shares of Tilray Brands have returned -11%, compared to a -12.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]