Core Insights - Corpay (CPAY) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with a consensus outlook suggesting a positive earnings picture [1][3] - The earnings report is scheduled for release on August 6, and better-than-expected key numbers could lead to a stock price increase, while a miss may result in a decline [2][3] Earnings Estimates - The Zacks Consensus Estimate predicts quarterly earnings of $5.13 per share, reflecting a year-over-year increase of +12.8%, with revenues expected to reach $1.1 billion, up 12.7% from the previous year [3] - Over the last 30 days, the consensus EPS estimate has been revised 1.16% higher, indicating a collective reassessment by analysts [4] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Corpay is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.28%, suggesting a bullish outlook on earnings prospects [12] - Corpay currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Corpay was expected to post earnings of $4.49 per share but exceeded expectations with earnings of $4.51, resulting in a surprise of +0.45% [13] - Over the past four quarters, Corpay has consistently beaten consensus EPS estimates [14] Conclusion - Corpay is positioned as a compelling candidate for an earnings beat, although investors should consider additional factors beyond earnings results when making investment decisions [15][17]

Core Viewpoint - The market anticipates Watts Water (WTS) to report a year-over-year earnings increase driven by higher revenues, with a focus on how actual results compare to consensus estimates [1][2]. Earnings Expectations - Watts Water is expected to report quarterly earnings of $2.68 per share, reflecting an 8.9% increase year-over-year, with revenues projected at $606.7 million, up 1.6% from the previous year [3]. - The earnings report is scheduled for August 6, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised 1.37% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Watts Water is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.86%, suggesting a bullish outlook on the company's earnings [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced a positive surprise nearly 70% of the time [10]. Historical Performance - In the last reported quarter, Watts Water exceeded the expected earnings of $2.12 per share by delivering $2.37, resulting in a surprise of +11.79% [13]. - The company has beaten consensus EPS estimates in all of the last four quarters [14]. Conclusion - Watts Water is positioned as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance beyond just earnings results [17].

MarketAxess (MKTX) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on August 6, might help the stock move higher if these key numbers are better than expectati ...

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Duolingo, Inc. due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.55 per share, reflecting a +7.8% change year-over-year, and revenues of $240.54 million, which is a 34.9% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.71% lower in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Duolingo is lower than the consensus estimate, resulting in an Earnings ESP of -1.52%, suggesting bearish sentiment among analysts [12]. Historical Performance - Duolingo has beaten consensus EPS estimates three out of the last four quarters, with a notable surprise of +38.46% in the last reported quarter [13][14]. Investment Considerations - Despite the potential for an earnings beat, the combination of a negative Earnings ESP and a Zacks Rank of 4 makes it challenging to predict a positive outcome for Duolingo [12][17].

Core Viewpoint - Esab (ESAB) is anticipated to report a year-over-year increase in earnings despite a decline in revenues for the quarter ending June 2025, with actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for August 6, and if the reported figures exceed expectations, the stock may experience an upward movement; conversely, a miss could lead to a decline [2]. - The consensus estimate for Esab's quarterly earnings is projected at $1.34 per share, reflecting a year-over-year increase of 1.5%, while revenues are expected to be $669.34 million, down 5.3% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 1.79% higher, indicating a collective reassessment by analysts regarding the company's earnings outlook [4]. - The Most Accurate Estimate for Esab is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.43%, suggesting a bullish sentiment among analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Esab currently holds a Zacks Rank of 2, which, along with the positive Earnings ESP, suggests a high likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Esab was expected to post earnings of $1.18 per share but exceeded this with actual earnings of $1.25, resulting in a surprise of +5.93% [13]. - Over the past four quarters, Esab has consistently beaten consensus EPS estimates [14].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Uber Technologies, with a focus on how actual results compare to estimates impacting stock price [1][2] Earnings Expectations - Uber is expected to report quarterly earnings of $0.62 per share, reflecting a year-over-year increase of +31.9% [3] - Revenue projections stand at $12.46 billion, which is a 16.4% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] - A positive Earnings ESP of +0.20% suggests analysts have recently become more optimistic about Uber's earnings prospects [12] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - Uber currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Uber exceeded expectations by posting earnings of $0.83 per share against an expected $0.51, resulting in a surprise of +62.75% [13] - Over the past four quarters, Uber has consistently beaten consensus EPS estimates [14] Conclusion - While Uber is positioned as a strong candidate for an earnings beat, other factors may also influence stock performance post-earnings release [15][17]

Core Viewpoint - The market anticipates that Vital Energy (VTLE) will report a year-over-year increase in earnings driven by higher revenues when it releases its quarterly results for June 2025 [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 6, with a consensus EPS estimate of $1.98, reflecting a year-over-year increase of +35.6%. Revenues are projected to be $499.41 million, up 4.8% from the previous year [3][2]. - The consensus EPS estimate has been revised 14.88% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Vital Energy is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.94%, suggesting a bearish outlook from analysts [12]. - The stock currently holds a Zacks Rank of 3, making it challenging to predict a beat on the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Vital Energy was expected to post earnings of $2.11 per share but exceeded expectations with actual earnings of $2.37, resulting in a surprise of +12.32% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Conclusion - Vital Energy does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but investors should consider other factors before making investment decisions [17].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for CF Industries despite higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. CF Industries Summary - Expected quarterly earnings for CF Industries are $2.28 per share, reflecting a year-over-year decrease of 0.9% [3]. - Projected revenues are $1.73 billion, representing a 10.3% increase from the previous year [3]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. - The Most Accurate Estimate for CF is higher than the consensus, resulting in an Earnings ESP of +10.03%, suggesting a likely earnings beat [11]. - CF has a history of surpassing consensus EPS estimates, achieving this in the last four quarters, with a notable surprise of +25.85% in the last reported quarter [12][13]. Industry Context - In the Zacks Fertilizers industry, Mosaic is expected to report earnings of $0.67 per share, indicating a year-over-year increase of 24.1% [17]. - Mosaic's projected revenue is $3.13 billion, up 11.1% from the previous year [17]. - Mosaic also has an Earnings ESP of +10.45%, suggesting a likely earnings beat, although it has only surpassed EPS estimates once in the last four quarters [18].

Core Viewpoint - The market anticipates BrightView Holdings (BV) to report a year-over-year increase in earnings despite lower revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus EPS estimate for BrightView is $0.33 per share, reflecting a year-over-year increase of +3.1%, while revenues are projected to be $723.5 million, a decrease of 2.1% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 5.22% higher, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for BrightView is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.75%, suggesting a bearish outlook from analysts [12]. Historical Performance - In the last reported quarter, BrightView exceeded the expected earnings of $0.12 per share by delivering $0.14, resulting in a surprise of +16.67%. Over the past four quarters, the company has beaten consensus EPS estimates two times [13][14]. Investment Considerations - Despite the potential for an earnings beat, BrightView does not appear to be a compelling candidate for such an outcome, and investors should consider other factors before making investment decisions [17].

Core Viewpoint - The market anticipates Ivanhoe Electric 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 - Ivanhoe Electric is expected to report a quarterly loss of $0.16 per share, reflecting a year-over-year improvement of 59% [3]. - Revenue projections stand at $0.74 million, indicating a 37% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 29.41% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [9][10]. - Ivanhoe Electric currently holds a Zacks Rank of 3, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Ivanhoe Electric was expected to post a loss of $0.21 per share but reported a loss of $0.24, resulting in a surprise of -14.29% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Conclusion - While Ivanhoe Electric does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].