Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for DLocal despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - DLocal is expected to report quarterly earnings of $0.13 per share, reflecting a year-over-year decrease of 13.3%, while revenues are projected to be $231.04 million, an increase of 34.9% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +5.00% for DLocal, suggesting recent bullish sentiment among analysts [12]. However, the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - DLocal has exceeded consensus EPS estimates in three out of the last four quarters, with a notable surprise of +25.00% in the last reported quarter [13][14]. Conclusion - While DLocal does not appear to be a strong candidate for an earnings beat, investors should consider other influencing factors before making investment decisions [17].

Core Viewpoint - The market anticipates Absci Corporation (ABSI) to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate indicates a quarterly loss of $0.19 per share, reflecting a year-over-year change of +13.6%, while revenues are expected to reach $2.32 million, an increase of 82.7% from the previous year [3]. - The consensus EPS estimate has been revised 11.36% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for Absci is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +12.07%, suggesting a likelihood of beating the consensus EPS estimate [12]. - The stock currently holds a Zacks Rank of 3, which indicates a neutral outlook [12]. Historical Performance - In the last reported quarter, Absci was expected to post a loss of $0.23 per share but delivered a loss of -$0.21, resulting in a surprise of +8.70% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Context - In the Zacks Medical - Biomedical and Genetics industry, Immunome, Inc. is expected to report a loss of $0.52 per share for the same quarter, with revenues projected at $2.47 million, up 4.7% year-over-year [18]. - Immunome's consensus EPS estimate has been revised down by 0.7% over the last 30 days, but it has an Earnings ESP of +15.92%, combined with a Zacks Rank of 4, indicating challenges in predicting an earnings beat [19].

Wall Street expects a year-over-year increase in earnings on higher revenues when INPLAY OIL CP (IPOOF) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may ...

Group 1: Earnings Performance - Shopify reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and up from $0.26 per share a year ago, representing an earnings surprise of +25.00% [1] - The company posted revenues of $2.68 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.47%, compared to year-ago revenues of $2.05 billion [2] - Over the last four quarters, Shopify has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Group 2: Stock Performance and Outlook - Shopify shares have increased approximately 19.4% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is $0.35 on $2.63 billion in revenues, and $1.40 on $10.86 billion in revenues for the current fiscal year [7] Group 3: Industry Context - The Internet - Services industry, to which Shopify belongs, is currently in the bottom 38% of over 250 Zacks industries, indicating potential challenges [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5] - The favorable estimate revisions trend ahead of the earnings release has resulted in a Zacks Rank 1 (Strong Buy) for Shopify, suggesting expected outperformance in the near future [6]

Core Viewpoint - Iron Mountain (IRM) reported quarterly earnings of $1.24 per share, exceeding the Zacks Consensus Estimate of $1.19 per share, and showing significant growth from $0.42 per share a year ago, indicating a positive earnings surprise of +4.20% [1] Financial Performance - The company achieved revenues of $1.71 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.10%, compared to $1.53 billion in the same quarter last year [2] - Over the last four quarters, Iron Mountain has exceeded consensus EPS estimates only once, and it has topped consensus revenue estimates two times [2] Stock Performance and Outlook - Iron Mountain shares have declined approximately 9.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The future performance of the stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.28, with expected revenues of $1.74 billion, and for the current fiscal year, the estimate is $5.01 on revenues of $6.79 billion [7] Industry Context - The Business - Information Services industry, to which Iron Mountain belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable industry outlook that can positively influence stock performance [8]

Key Takeaways Sempra Energy (SRE) is scheduled to release its second-quarter 2025 results on Aug. 7, before market open. The company delivered an earnings surprise of 19.01% in the last reported quarter. However, SRE has a negative four-quarter average earnings surprise of 2.07%. Let's discuss the factors that are likely to be reflected in the upcoming quarterly results. What Our Model Predicts for SRE Factors at Play Ahead of SRE's Q2 Results The majority of SRE's service territories experienced warmer-tha ...

Core Insights - Zoetis reported revenue of $2.46 billion for the quarter ended June 2025, marking a year-over-year increase of 4.2% and an EPS of $1.76, up from $1.56 a year ago, exceeding both revenue and EPS estimates [1] Financial Performance - The reported revenue of $2.46 billion surpassed the Zacks Consensus Estimate of $2.4 billion by 2.44% [1] - The EPS surprise was +8.64%, with the consensus EPS estimate being $1.62 [1] Geographic Revenue Breakdown - U.S. Revenue: $1.36 billion, exceeding the average estimate of $1.33 billion, reflecting a year-over-year increase of 3.7% [4] - International Revenue: $1.07 billion, slightly above the estimated $1.05 billion, with a year-over-year change of +3.4% [4] - Companion Animal Revenue: $1.79 billion, surpassing the average estimate of $1.76 billion, showing an increase of 8.4% year-over-year [4] - Livestock Revenue: $638 million, slightly above the estimated $625.62 million, but down 8.1% compared to the previous year [4] Segment Performance - Contract Manufacturing & Human Health: Revenue of $34 million, significantly above the average estimate of $21.18 million, representing an 88.9% year-over-year increase [4] - Companion Animal - Horses: Revenue of $72 million, exceeding the estimate of $29.58 million, with a year-over-year increase of 5.9% [4] - Livestock - Poultry: Revenue of $103 million, below the average estimate of $115.27 million, reflecting a year-over-year decline of 22% [4] - Livestock - Cattle: Revenue of $320 million, above the estimate of $294.87 million, but down 8.6% year-over-year [4]

Core Insights - American Airlines (AAL) shares are considered undervalued within the Zacks Transportation - Airline industry, holding a Value Score of A [1] - AAL's stock is trading at a forward 12-month price-to-sales (P/S) ratio of 0.13X, significantly lower than the industry average of 0.6X and cheaper than competitors like Delta Air Lines (DAL) and United Airlines (UAL) [1][8] Financial Performance - AAL's fuel costs decreased by 13% to $2.67 billion in Q2 2025, aided by lower crude oil prices, which supports margins and pricing flexibility [4][8] - The company has a history of beating earnings expectations, with an average earnings surprise of 50% over the last four quarters [5] - AAL's adjusted EPS outlook for 2025 has been revised down to a range of a loss of $0.20 to a profit of $0.80, compared to a previous forecast of $1.70 to $2.70 [9] Challenges - AAL faces sluggish air travel demand, with an unimpressive outlook for Q3 2025, expecting a loss per share of $0.10 to $0.60 [6][8] - The company has a high debt load, with long-term debt at $25.3 billion and a debt-to-capitalization ratio of 94.9%, significantly above the industry average of 56.6% [9] - Labor costs have escalated, with expenses on salaries and wages increasing by 10.9% year-over-year in Q2 2025, impacting profitability [10] Market Performance - AAL's stock has declined by 35.4% year-to-date, contrasting with the industry's slight growth of 0.1% [10] - Earnings estimates for AAL have been revised downward for Q3 2025, Q4 2025, full-year 2025, and 2026 due to the aforementioned challenges [13] Investment Outlook - Despite attractive valuation and low fuel costs, uncertainty surrounding trade tensions and declining earnings estimates suggest it may not be an opportune time to buy AAL stock [14][15] - Investors are advised to monitor developments closely for a more favorable entry point [15]

Core Viewpoint - Murphy Oil Corporation (MUR) is expected to report its second-quarter 2025 results on August 6, with a prior earnings surprise of 16.7% in the last quarter [1] Group 1: Factors Impacting Q2 Results - Quarterly earnings are anticipated to benefit from increased production in both domestic and international assets, along with new wells added in the first and second quarters [2] - The overall financial performance and free cash flow have improved due to production increases from a diverse, low breakeven North American portfolio, allowing for enhanced shareholder returns through stock repurchases [3] - A five-year agreement with BW Offshore finalized in March 2025 is expected to increase offshore net proved reserves by 5% and reduce annual net operating costs by $50 million [4] - Increased capital investments are likely to further enhance offshore operations and contribute positively to second-quarter performance [4] - Ongoing debt-reduction initiatives are expected to lower capital servicing expenses, thereby improving margins [5] Group 2: Q2 Expectations - The Zacks Consensus Estimate for earnings is set at 21 cents per share, reflecting a year-over-year decrease of 74.1%, while revenues are estimated at $638.47 million, indicating a decrease of 20.5% year over year [6] - Quarterly production, excluding NCI, is anticipated to be between 177,000 and 185,000 barrels of oil equivalent per day (MBOEPD), with 48% expected to be oil [7] - The Zacks Consensus Estimate for production is pegged at 184.57 MBOEPD [7] Group 3: Earnings Prediction - The current model does not predict an earnings beat for Murphy Oil, with an Earnings ESP of 0.00% and a Zacks Rank of 3 [8][9] - Despite the positive factors, the combination of metrics does not indicate a likelihood of an earnings surprise this quarter [8]

Core Insights - JBT Marel (JBTM) reported quarterly earnings of $1.49 per share, exceeding the Zacks Consensus Estimate of $1.27 per share, and up from $1.05 per share a year ago, representing an earnings surprise of +17.32% [1] - The company posted revenues of $934.8 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.01%, and significantly higher than year-ago revenues of $402.3 million [2] - JBT has outperformed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.53 on revenues of $938.73 million, and for the current fiscal year, it is $5.84 on revenues of $3.68 billion [7] - The estimate revisions trend for JBT was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6] Industry Context - The Technology Services industry, to which JBT belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable environment for stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]