Core Insights - GoodRx Holdings, Inc. reported revenue of $196.03 million for the quarter ended September 2025, reflecting a year-over-year increase of 0.4% [1] - The earnings per share (EPS) for the same period was $0.08, unchanged from the previous year, but below the consensus estimate of $0.09, resulting in an EPS surprise of -11.11% [1] - The reported revenue exceeded the Zacks Consensus Estimate of $193.43 million, indicating a positive surprise of +1.34% [1] Financial Performance Metrics - Monthly Active Consumers stood at 5, matching the average estimate from three analysts [4] - Subscription plans reached 671, slightly above the average estimate of 662 from two analysts [4] - Revenue from prescription transactions was $127.29 million, below the average estimate of $131.26 million, representing a year-over-year decline of -9.3% [4] - Revenue from other sources was $4.64 million, slightly above the estimated $4.5 million, but down -14% compared to the previous year [4] - Revenue from pharmaceutical manufacturer solutions was $43.37 million, exceeding the average estimate of $37.06 million, marking a significant year-over-year increase of +54.4% [4] - Subscription revenue was reported at $20.72 million, slightly above the estimate of $20.26 million, but down -2.7% year-over-year [4] Stock Performance - GoodRx shares have declined by -27.7% over the past month, contrasting with a +2.1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Intapp reported revenue of $139.03 million for the quarter ended September 2025, reflecting a 17% increase year-over-year and exceeding the Zacks Consensus Estimate of $135.48 million by 2.62% [1] - The company's EPS for the quarter was $0.24, up from $0.21 in the same quarter last year, surpassing the consensus EPS estimate of $0.19 by 26.32% [1] Financial Performance Metrics - Cloud annual recurring revenue (Cloud ARR) reached $401.4 million, exceeding the average estimate of $394.3 million from five analysts [4] - Total annual recurring revenue (Total ARR) was reported at $504.1 million, compared to the estimated $494.72 million from five analysts [4] - Total revenues from SaaS amounted to $97.52 million, slightly above the average estimate of $96.35 million from six analysts [4] - Professional services revenue was $12.32 million, below the average estimate of $13.81 million, marking an 8.3% decrease year-over-year [4] - Total license revenue was $29.19 million, surpassing the average estimate of $25.31 million from six analysts [4] - Gross profit from SaaS was $79.66 million, slightly above the average estimate of $79.45 million from four analysts [4] - Gross profit from licenses was $27.62 million, exceeding the average estimate of $23.59 million from four analysts [4] - Gross profit from professional services was reported at -$3.45 million, worse than the average estimate of -$0.63 million from three analysts [4] Stock Performance - Intapp's shares have returned -4.5% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Kratos (KTOS) reported $347.6 million in revenue for Q3 2025, a 26% year-over-year increase, with an EPS of $0.14 compared to $0.11 a year ago, exceeding both revenue and EPS estimates [1][4] Revenue Breakdown - Product sales reached $230.2 million, surpassing the average estimate of $191.59 million, reflecting a 33.8% year-over-year increase [4] - Unmanned Systems generated $87.2 million, exceeding the estimated $77.18 million, marking a 35.8% increase from the previous year [4] - Kratos Government Solutions reported $260.4 million, above the $248.03 million estimate, representing a 23% year-over-year growth [4] - Service revenues totaled $117.4 million, below the average estimate of $133.04 million, with a 13% increase year-over-year [4] Profitability Metrics - Gross profit from service revenues was $26.2 million, lower than the $33.11 million estimate [4] - Gross profit from product sales was $50.9 million, exceeding the $44.6 million estimate [4] - Operating income for Kratos Government Solutions was $13.7 million, below the $16.75 million estimate [4] Stock Performance - Kratos shares have returned -9.1% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change, but the stock holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Advanced Micro Devices (AMD) reported a revenue of $9.25 billion for the quarter ended September 2025, reflecting a year-over-year increase of 35.6% and surpassing the Zacks Consensus Estimate by 6% [1] - Earnings per share (EPS) for the quarter was $1.20, up from $0.92 in the same quarter last year, with an EPS surprise of 2.56% over the consensus estimate of $1.17 [1] Revenue Breakdown - Data Center revenue reached $4.34 billion, exceeding the average estimate of $4.18 billion by analysts, marking a year-over-year increase of 22.3% [4] - Embedded revenue was reported at $857 million, falling short of the average estimate of $903.49 million, representing a decline of 7.6% year over year [4] - Gaming revenue surged to $1.3 billion, significantly surpassing the average estimate of $1.05 billion, with a remarkable year-over-year growth of 181% [4] - Client revenue amounted to $2.75 billion, exceeding the average estimate of $2.6 billion, reflecting a year-over-year increase of 46.2% [4] Stock Performance - AMD shares have returned 27.5% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of 2.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - FS KKR Capital (FSK) is expected to report a quarterly earnings per share (EPS) of $0.57, reflecting a 23% decline year-over-year, with revenues projected at $376.07 million, a decrease of 14.7% compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 0.4% in the last 30 days, indicating a reassessment 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]. Key Metrics Forecast - Analysts predict 'Investment income- Fee income' to be $9.82 million, down 53.2% year-over-year [5]. - The estimate for 'Investment income- Dividend and other income' is $74.61 million, indicating a 16.6% increase from the previous year [5]. - 'Investment income- Paid-in-kind interest income' is expected to reach $49.79 million, reflecting a 24.6% decline year-over-year [5]. - 'Investment income- Interest income' is forecasted at $239.33 million, down 17.5% from the prior-year quarter [6]. Stock Performance - Over the past month, FS KKR Capital shares have returned -1.6%, while the Zacks S&P 500 composite has increased by 2.1% [6]. - Currently, FS KKR Capital holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the overall market in the near future [6].

Core Insights - Bandwidth reported revenue of $191.9 million for the quarter ended September 2025, a decrease of 1% year-over-year, with EPS at $0.36 compared to $0.43 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $189.9 million by 1.05%, while the EPS fell short of the consensus estimate of $0.38 by 5.26% [1] Financial Performance Metrics - Net retention rate was reported at 105%, below the estimated 110.6% by analysts [4] - International revenue reached $26.15 million, surpassing the estimated $24.6 million, reflecting a year-over-year increase of 10.8% [4] - North American revenue was $165.74 million, slightly below the estimate of $165.77 million, indicating a year-over-year decline of 2.7% [4] - Revenue from messaging surcharges was $50.09 million, exceeding the average estimate of $47.04 million [4] - Revenue from cloud communications was reported at $141.81 million, below the estimated $143.27 million [4] Stock Performance - Bandwidth shares have returned +4.9% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Analysts forecast that Diamondback Energy (FANG) will report quarterly earnings of $2.85 per share, reflecting a year-over-year decline of 15.7%, while revenues are expected to reach $3.46 billion, an increase of 30.9% compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 7.1% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3]. Revenue Estimates - Total revenues from oil, natural gas, and natural gas liquids are projected to be $3.27 billion, representing a year-over-year increase of 38.8% [5]. - Oil sales revenues are expected to be $2.78 billion, indicating a year-over-year change of 28.8% [5]. - Revenues from natural gas liquid sales are anticipated to reach $352.64 million, reflecting a significant increase of 67.1% from the prior year [6]. Production Metrics - Average daily production is forecasted to be 920,999 barrels of oil equivalent per day, up from 571,098 barrels per day in the same quarter last year [6]. - Total production volume for natural gas is estimated at 113,465.90 million cubic feet, compared to 66,519.00 million cubic feet in the previous year [9]. - Total production volume for oil is expected to reach 45,917 thousand barrels, an increase from 29,537 thousand barrels reported last year [10]. - Combined total production volume is projected at 85,050 thousand barrels of oil equivalent, up from 52,541 thousand barrels of oil equivalent in the same quarter last year [11]. Price Estimates - Average prices for hedged natural gas liquids are expected to remain at $18 per barrel, unchanged from the previous year [7]. - Average prices for hedged oil are projected to be $63 per barrel, down from $72 per barrel in the same quarter last year [7][11]. - Average prices for natural gas liquids are estimated at $17 per barrel, a decrease from $18 per barrel reported last year [8]. Market Performance - Diamondback shares have shown a return of +0.1% over the past month, underperforming compared to the Zacks S&P 500 composite's +3.6% change [12].

Core Viewpoint - Analysts forecast Exelon (EXC) will report quarterly earnings of $0.76 per share, reflecting a year-over-year increase of 7%, with revenues expected to reach $6.35 billion, a 3.2% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, there has been a downward revision of 7.2% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Forecasts - Analysts predict 'Operating revenues- PECO' at $1.12 billion, indicating a year-over-year change of +8.5% [5]. - 'Operating revenues- ComEd' is forecasted to reach $2.23 billion, suggesting a change of +0.2% year over year [5]. - 'Operating revenues- PHI' is expected to be $1.85 billion, reflecting a -0.8% change from the prior-year quarter [5]. - 'Operating revenues- BGE' is projected at $1.14 billion, with a year-over-year change of +9.2% [6]. - 'Electric revenues- ACE' is expected to be $490.93 million, indicating a -9.1% change year over year [6]. - 'Electric revenues- PHI' is projected at $1.80 billion, reflecting a -2.2% change [7]. - 'Natural gas revenues- PHI' is expected to reach $36.76 million, indicating a +59.8% change year over year [7]. - 'Natural gas revenues- BGE' is projected at $208.76 million, reflecting a +100.7% change [8]. - 'Natural gas revenues- PECO' is expected to be $135.12 million, indicating a +93% change from the prior-year quarter [8]. - 'Electric revenues- BGE' is forecasted at $950.00 million, suggesting a +2.7% change from the year-ago quarter [8]. Stock Performance - Exelon shares have increased by +4.8% in the past month, outperforming the Zacks S&P 500 composite's +3.6% move, with a Zacks Rank 3 (Hold) indicating expected performance in line with the overall market [9].

Core Insights - Suncor Energy is expected to report quarterly earnings of $0.85 per share, a decline of 21.3% year-over-year, with revenues forecasted at $8.28 billion, down 13.5% from the previous year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 19.1%, indicating analysts' reassessment of their initial forecasts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are strongly correlated with short-term stock price performance [3] Key Metrics Forecast - Total refined product sales per day are projected to reach 588.45 thousand barrels, down from 612.30 thousand barrels in the same quarter last year [5] - Sales volumes per day for total Oil Sands operations are expected to be 791.04 thousand barrels, compared to 764.50 thousand barrels in the same quarter last year [5] - Crude oil processed per day in Eastern North America is estimated at 224.22 thousand barrels, down from 235.40 thousand barrels year-over-year [6] - Crude oil processed per day in Western North America is projected to be 234.24 thousand barrels, compared to 252.20 thousand barrels in the same quarter last year [6] - Total crude oil processed per day is expected to reach 458.46 thousand barrels, down from 487.60 thousand barrels in the same quarter last year [7] - Production volumes per day for Oil Sands operations (non-upgraded bitumen) are estimated at 306.12 thousand barrels, up from 262.20 thousand barrels year-over-year [7] - Production volumes per day for Oil Sands operations (upgraded) are forecasted at 484.92 thousand barrels, down from 513.80 thousand barrels in the same quarter last year [8] - Total Fort Hills bitumen production is projected at 184.30 thousand barrels, compared to 166.00 thousand barrels in the same quarter last year [10] - Total Syncrude production is expected to be 180.92 thousand barrels, down from 213.80 thousand barrels year-over-year [11] Stock Performance - Suncor Energy shares have returned -3.1% over the past month, contrasting with a +3.6% change in the Zacks S&P 500 composite [12] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the overall market in the near future [12]

Core Insights - Guardant Health reported a revenue of $265.2 million for the quarter ended September 2025, reflecting a year-over-year increase of 38.5% [1] - The earnings per share (EPS) was -$0.39, an improvement from -$0.45 in the same quarter last year, with an EPS surprise of +18.75% compared to the consensus estimate of -$0.48 [1] - The revenue exceeded the Zacks Consensus Estimate of $234.58 million by 13.05% [1] Financial Performance Metrics - Total oncology tests performed reached 74,000, surpassing the average estimate of 66,824 by three analysts [4] - Revenue from oncology was $184.4 million, exceeding the average estimate of $164.62 million from four analysts [4] - Revenue from biopharma and data was $54.73 million, compared to the average estimate of $48.38 million [4] - Revenue from screening was $24.11 million, significantly higher than the estimated $16.31 million [4] - Revenue from licensing and other sources was $1.95 million, slightly below the average estimate of $2.35 million [4] Stock Performance - Guardant Health's shares have returned +11.4% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]