Intuit (INTU) closed the most recent trading day at $784.87, moving +1.12% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 1.47%. On the other hand, the Dow registered a gain of 1.34%, and the technology-centric Nasdaq increased by 1.95%. The maker of TurboTax, QuickBooks and other accounting software's shares have seen a decrease of 0.58% over the last month, not keeping up with the Computer and Technology sector's gain of 3.41% and the S&P 500's gain of 0 ...

JD.com, Inc. (JD) ended the recent trading session at $31.64, demonstrating a +2.36% change from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 1.47%. On the other hand, the Dow registered a gain of 1.34%, and the technology-centric Nasdaq increased by 1.95%. Shares of the company have depreciated by 3.62% over the course of the past month, underperforming the Retail-Wholesale sector's loss of 1.38%, and the S&P 500's gain of 0.64%.Analysts and investors alike will be keep ...

Core Viewpoint - Equity Residential (EQR) reported quarterly funds from operations (FFO) of $0.99 per share, matching the Zacks Consensus Estimate and showing an increase from $0.97 per share a year ago [1] - The company’s revenues for the quarter ended June 2025 were $768.83 million, slightly missing the Zacks Consensus Estimate by 0.06%, but up from $734.16 million year-over-year [2] Group 1: Financial Performance - The FFO of $0.99 per share is consistent with the previous quarter's expectations, where the company had a surprise of +2.15% by reporting $0.95 instead of the expected $0.93 [1] - Over the last four quarters, Equity Residential has exceeded consensus FFO estimates only once [1] - The company has surpassed consensus revenue estimates two times in the last four quarters [2] Group 2: Market Performance - Equity Residential shares have declined approximately 12.6% since the beginning of the year, contrasting with the S&P 500's gain of 6.1% [3] - The outlook for the stock's immediate price movement will largely depend on management's commentary during the earnings call [3] Group 3: Future Expectations - The current consensus FFO estimate for the upcoming quarter is $1.00, with projected revenues of $777.83 million, and for the current fiscal year, the estimate is $3.97 on $3.09 billion in revenues [7] - The estimate revisions trend for Equity Residential was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Group 4: Industry Context - The REIT and Equity Trust - Residential industry is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Viewpoint - Oneok Inc. reported quarterly earnings of $1.34 per share, matching the Zacks Consensus Estimate, and showing a slight increase from $1.33 per share a year ago [1]. Financial Performance - Oneok's revenues for the quarter ended June 2025 were $7.89 billion, which missed the Zacks Consensus Estimate by 7.91%, compared to $4.89 billion in the same quarter last year [2]. - The company has exceeded consensus revenue estimates two times in the last four quarters [2]. Stock Performance - Oneok shares have declined approximately 21.3% since the beginning of the year, while the S&P 500 has gained 6.1% [3]. - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6]. Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.40, with projected revenues of $8.72 billion, and for the current fiscal year, the EPS estimate is $5.49 on revenues of $34.86 billion [7]. - The trend of earnings estimate revisions for Oneok was mixed prior to the earnings release, which may change following the report [6]. Industry Context - The Oil and Gas - Production Pipeline - MLB industry, to which Oneok belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, indicating potential challenges ahead [8].

Paymentus (PAY) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +7.14%. A quarter ago, it was expected that this electronic bill payment services would post earnings of $0.13 per share when it actually produced earnings of $0.14, delivering a surprise of +7.69%.Over the last four quar ...

Trex (TREX) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.8 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.78%. A quarter ago, it was expected that this maker of fencing and decking products would post earnings of $0.58 per share when it actually produced earnings of $0.6, delivering a surprise of +3.45%.Over the last four quart ...

Core Insights - Rockwell Automation Inc. (ROK) is set to report its third-quarter fiscal 2025 results on August 6, with earnings estimated at $2.69 per share, reflecting a 0.7% decrease year-over-year, while sales are projected to rise by 0.9% to $2.07 billion [1][5] Earnings Performance - ROK has consistently exceeded Zacks Consensus Estimates in the past four quarters, with an average earnings surprise of 15.6% [3][4] - The company reported earnings of $2.45, $1.83, $2.47, and $2.71 for the last four quarters, with respective surprises of 17.22%, 13.66%, 2.92%, and 28.44% [4] Q3 Performance Expectations - The forecast for Q3 indicates a slight dip in EPS and modest sales growth, with a projected organic sales decline of 0.2% due to lower sales volumes across all segments [5][10] - The manufacturing sector remains in contraction, impacting ROK's order levels, with the Institute for Supply Management's manufacturing index showing readings below 50% [9] Segment Analysis - The Intelligent Devices segment is expected to see a 3.3% decline in sales to $923 million, while operating profit is projected to rise by 0.7% to $194 million [12] - The Software & Control segment is anticipated to grow by 13% to $583 million, but operating profit is expected to drop by 23.7% to $149 million [13] - The Lifecycle Services segment's sales are projected to decline by 5.3% to $550 million, with operating profit expected to decrease by 24% to $85.5 million [14] Stock Performance - Over the past year, Rockwell Automation's shares have increased by 41.3%, significantly outperforming the industry average of 2.7% [15]

Core Viewpoint - B2Gold Corp (BTG) is expected to report significant growth in second-quarter 2025 earnings, with estimates indicating an increase to 15 cents per share from 6 cents a year ago, reflecting a 15.4% upward revision in the last 60 days [1][5]. Earnings Estimates - The Zacks Consensus Estimate for BTG's second-quarter earnings is 15 cents, with a historical trend showing a positive revision of 15.38% over the past 60 days [2][5]. - The current estimates for future quarters are 0.58 for F1 and 0.59 for F2, with respective increases of 11.54% and 20.41% [2]. Earnings Surprise History - B2Gold has a mixed earnings surprise history, with one earnings beat in the last four quarters and an average negative surprise of 38.9% [3][6]. Factors Influencing Performance - Higher gold prices and increased production from the Fekola mine are expected to positively impact BTG's revenue for Q2 2025 [5][10]. - The upward trend in gold prices is attributed to geopolitical tensions, a depreciating U.S. dollar, potential monetary policy easing, and central bank purchases [7][8]. - BTG anticipates recovering lost production at Fekola in 2025, aided by an agreement with the Mali government for quicker permit issuance [9]. Cost Pressures - Despite the positive revenue outlook, BTG faces cost inflation pressures across all sites, affecting input prices such as reagents, fuel, and labor costs, which may impact profit margins [10]. Share Price Performance - BTG shares have increased by 30.5% over the past year, compared to the industry's growth of 46.8% [11].

Core Insights - Dave Inc. (DAVE) is set to report its second-quarter 2025 results on August 6, with earnings per share (EPS) expected to rise by 88.1% year-over-year to $1.9, and revenues projected at $112.7 million, indicating a 40.7% growth compared to the previous year [1][6]. Financial Performance - The consensus estimate for Q2 EPS is $1.90, unchanged over the past 60 days, while revenue estimates have shown a slight downward revision [2]. - DAVE has a strong earnings surprise history, surpassing the Zacks Consensus Estimate in the last four quarters with an average surprise of 274.5% [2]. Membership Growth and Revenue Drivers - DAVE reported 12.4 million members in Q1 2025, an increase of 569,000 from the previous year, driven by a new flat fee structure for ExtraCash transactions [5]. - The new fee model has improved monetization and conversion rates, contributing positively to user acquisition and retention [5][16]. Stock Performance - DAVE's stock has surged 661.1% over the past year, significantly outperforming its industry growth of 71.2% and the S&P 500's 20.8% increase [6][7]. - The current trailing 12-month price-to-earnings (P/E) ratio for DAVE is 22.01X, slightly below the industry average of 22.9X, but higher than peers like Jamf and Inspired Entertainment [9]. Profitability and Liquidity - DAVE exhibits strong profitability with a trailing 12-month return on equity (ROE) of 59.2%, compared to the industry average of 6.7%, and a return on invested capital (ROIC) of 26.7% [12]. - The company maintains a robust liquidity position with a current ratio of 8.59, significantly higher than the industry average of 1.84, indicating strong short-term financial health [12]. Market Position and Risks - DAVE serves the underbanked population, capitalizing on the growing neobank market and mobile banking trends, presenting significant growth opportunities [13]. - The company has implemented CashAI, a proprietary underwriting technology, which has improved ExtraCash origination by 46% year-over-year to $1.5 billion in Q1 2025 [14]. - Despite these strengths, DAVE's focus on subprime customers poses inherent risks, as this demographic is more susceptible to default [15][17].

Core Insights - Yum China Holdings, Inc. (YUMC) is set to report its second-quarter 2025 results on August 5, with expectations of adjusted earnings per share (EPS) of $0.57, reflecting a 3.6% increase year-over-year, and total revenues projected at $2.78 billion, indicating a 3.9% growth from the previous year [1][3][10] Financial Performance - In the last reported quarter, YUMC's adjusted earnings fell short of the Zacks Consensus Estimate by 1.3% and decreased 8.5% year-over-year, while total revenues slightly missed the consensus by 4.2% but grew 0.7% from the year-ago quarter [1][2] - YUMC has surpassed earnings estimates in three of the last four quarters, with an average surprise of 8.1% [2] Revenue and Growth Drivers - The anticipated revenue growth in Q2 2025 is attributed to steady same-store transaction growth and new unit expansion, supported by effective strategies and improved value offerings [4][10] - Revenue from KFC is expected to grow by 4.8% to $2.11 billion, while Pizza Hut's revenue is projected to increase by 0.4% to $542 million [5] Cost Management and Profitability - The adjusted operating profit margin is expected to rise by 30 basis points to 10.2%, with adjusted operating profit increasing by 7.1% to $284.9 million [7][10] - Despite challenges from wage inflation and a higher delivery mix, disciplined cost management and margin expansion are expected to enhance profitability [5][10] Earnings Prediction Model - The current model does not predict an earnings beat for YUMC, as it has an Earnings ESP of 0.00% and a Zacks Rank of 2 (Buy) [8][9]