HealthEquity, Inc. HQY will release earnings results for the second quarter after the closing bell on Tuesday, Sept. 2.Analysts expect the Draper, Utah-based company to report quarterly earnings at 92 cents per share, up from 86 cents per share in the year-ago period. HealthEquity projects to report quarterly revenue of $320.69 million, compared to $299.93 million a year earlier, according to data from Benzinga Pro.On June 3, HealthEquity reported first-quarter earnings of 97 cents per share, which beat the ...

Core Insights - Petco Health and Wellness raised its full-year guidance for a key profitability metric, leading to a significant stock price increase of almost 24% following the release of its second-quarter earnings [1] Financial Performance - Petco's net sales for the second quarter declined over 2% year-over-year to $1.5 billion, which was anticipated by management and slightly exceeded analyst predictions of $1.49 billion [2] - Comparable sales fell by 1.4% for the quarter, but the company reported a GAAP net profit of nearly $14 million, or $0.05 per share, a turnaround from a loss of nearly $25 million in the same quarter of 2024 [3] - Analysts had lower expectations for profitability, with an average estimate of only $0.01 per share [3] Strategic Outlook - CEO Joel Anderson stated that the first half of the year established a solid foundation for the company's transformation, focusing on strengthening its economic model and improving retail operating fundamentals [4] - Petco raised its guidance for non-GAAP EBITDA for the full year 2025 to a range of $385 million to $395 million, despite anticipating net sales to decline in the low-single-digit percentages compared to 2024 [4]

Core Insights - F5 Networks reported strong Q3 earnings, with non-GAAP earnings per share of $4.16, exceeding expectations by 19.2% and up 23.8% year-over-year [2] - Revenues for Q3 reached $780 million, surpassing the consensus estimate by 3.6% and reflecting a 12.2% year-over-year increase [3] Financial Performance - Product revenues, accounting for 49.8% of total revenues, increased by 26% year-over-year to $389 million, outperforming estimates of $346.7 million [4] - Systems revenues surged 39% year-over-year to $181 million, representing 46.5% of total product revenues, driven by demand for infrastructure upgrades [5] - Software revenues rose 16% year-over-year to $208 million, exceeding estimates of $202 million [6] - Global Services revenues grew 1% year-over-year to $392 million, slightly below estimates of $399.5 million [6] Profitability Metrics - Non-GAAP gross profit increased 12.3% year-over-year to $649 million, with a gross margin of 83.1%, unchanged from the previous year [7] - Non-GAAP operating profit rose 14.6% year-over-year to $267 million, with an operating margin improvement of 90 basis points to 34.3% [7] Balance Sheet and Cash Flow - F5 ended the quarter with cash and short-term investments of $1.44 billion, up from $1.26 billion in the previous quarter [8] - The company generated operating cash flow of $282 million during the quarter and $742 million in the first nine months of fiscal 2025 [8] - F5 repurchased shares worth $125 million in the fiscal third quarter and $377 million in the first nine months of fiscal 2025 [8] Future Guidance - F5 raised its fiscal 2025 revenue growth forecast to approximately 9%, up from the previous estimate of 6.5-7.5% [9] - Non-GAAP EPS is now projected to grow by 14-15%, compared to the earlier guidance of 8-10% [10] - For Q4 fiscal 2025, F5 expects revenues between $780 million and $800 million, with a non-GAAP EPS range of $3.87-$3.99 [10] Market Sentiment - Recent estimates for F5 have trended upward, indicating positive market sentiment [11] - F5 holds a Zacks Rank 1 (Strong Buy), suggesting expectations for above-average returns in the coming months [13]

Core Viewpoint - Kinross Gold has shown strong performance in its recent earnings report, with significant increases in profit and revenue, driven by higher gold prices, leading to positive investor sentiment and upward revisions in earnings estimates [3][4][9]. Financial Performance - Kinross reported a profit of $530.7 million or 43 cents per share for Q2 2025, up from $210.9 million or 17 cents per share in the same quarter last year [3]. - Adjusted earnings were 44 cents per share, compared to 14 cents in the prior-year quarter, exceeding the Zacks Consensus Estimate of 33 cents [3]. - Revenues increased by nearly 41.7% year over year to $1,728.5 million, surpassing the Zacks Consensus Estimate of $1,347.3 million [4]. Operational Performance - The company produced 512,574 gold equivalent ounces in the reported quarter, a decrease of 4.3% year over year, but above the estimate of 487,940 ounces [5]. - Average realized gold prices were $3,284 per ounce, up 40.2% from the previous year, exceeding the estimate of $2,771 per ounce [5]. - Production cost of sales per gold equivalent ounce was $1,074, up 4.4% year over year, but below the estimate of $1,143 [6]. Financial Position - Cash and cash equivalents at the end of the quarter were $1,136.5 million, an increase of approximately 136.7% year over year [7]. - Long-term debt stood at $1,236.4 million, reflecting a slight increase of about 0.2% [7]. Future Outlook - Kinross expects to produce 2 million gold equivalent ounces (+/- 5%) with a production cost of sales per ounce of $1,120 (+/- 5%) and an all-in sustaining cost of $1,500 (+/- 5%) [8]. - The consensus estimate for Kinross has shifted upward by 23.04% since the earnings release, indicating positive sentiment among analysts [9][12]. Industry Context - Kinross Gold is part of the Zacks Mining - Gold industry, which has seen positive performance, with Newmont Corporation gaining 17.5% over the past month [13]. - Newmont reported revenues of $5.32 billion for the last quarter, a year-over-year increase of 20.8%, with EPS rising from $0.72 to $1.43 [13].

Core Insights - Lam Research reported strong fourth-quarter fiscal 2025 results, with both earnings and revenues exceeding expectations, indicating robust performance in the semiconductor equipment sector [2][3]. Financial Performance - Non-GAAP earnings per share for Q4 fiscal 2025 were $1.33, surpassing the Zacks Consensus Estimate by 10.8% and reflecting a year-over-year increase of 64.2% [2]. - Revenues for Q4 reached $5.17 billion, exceeding the consensus estimate by 3.6% and marking a 34% increase from $3.87 billion in the same quarter last year [3]. Revenue Breakdown - Systems revenues accounted for $3.44 billion, representing 66.5% of total revenues, which is a 13% increase from the previous quarter and a 58% increase year-over-year [4]. - Customer Support Business Group revenues were $1.73 billion, making up 33.5% of total revenues, with a 2.9% increase from the previous quarter and a 1.9% increase year-over-year [5]. Operating Metrics - Non-GAAP gross margin improved to 50.3%, up 130 basis points from the previous quarter, while non-GAAP operating expenses rose to $822.4 million, a 7.7% increase [6]. - The non-GAAP operating margin improved to 34.4%, reflecting a sequential increase of 160 basis points [6]. Cash Flow and Shareholder Returns - As of June 29, 2025, Lam Research held $6.39 billion in cash and cash equivalents, an increase from $5.45 billion in the prior quarter [7]. - Cash flow from operating activities surged to $2.55 billion, up from $1.31 billion in the previous quarter, with total operating cash flow for fiscal 2025 at $6.17 billion [7]. - The company paid dividends totaling $295.2 million and repurchased shares worth $1.29 billion during the quarter, with total share repurchases for fiscal 2025 amounting to $3.42 billion [8]. Guidance and Future Outlook - For Q1 fiscal 2026, Lam Research projects revenues of $5.2 billion (+/- $300 million) and expects a non-GAAP gross margin of 50% (+/-1%) [9]. - Non-GAAP earnings per share are projected to be $1.20 (+/- $0.10) with a diluted share count of 1.27 billion [10]. - Recent estimates have trended upward, with a consensus estimate shift of 21.43% [11]. Investment Scores - Lam Research has a Growth Score of B and a Momentum Score of C, with an aggregate VGM Score of B, indicating a balanced investment profile [12].

Core Viewpoint - NETGEAR, Inc. has shown a positive trend in its stock performance, with shares increasing by approximately 15.1% since the last earnings report, outperforming the S&P 500. The upcoming earnings release will be crucial in determining if this trend continues or if a pullback occurs [1]. Financial Performance - In Q2 2025, NETGEAR reported non-GAAP earnings per share of 6 cents, surpassing the Zacks Consensus Estimate of a loss of 16 cents, compared to a non-GAAP loss of 74 cents per share in the same quarter last year [2]. - The company generated net revenues of $170.5 million, exceeding the consensus estimate by 5.3% and surpassing its own guidance of $155-$170 million. This represents an 18.5% year-over-year increase and a 5.2% sequential increase [3]. Revenue Segmentation - NETGEAR's recurring services revenues reached $9 million, with a total of 559,000 recurring subscribers. The company acquired Exium to enhance its security offerings for small and medium enterprises [4]. - Revenues from the NFB segment increased by 38% to $82.6 million, driven by strong demand for ProAV managed switches, despite ongoing supply constraints [6]. - The Home Networking segment saw a revenue increase of 13.1% year-over-year and 10% sequentially, totaling $67.5 million, aided by a favorable product mix and improved operational efficiency [8]. Operational Insights - The gross margin improved significantly, rising to 37.8% from 22.4% year-over-year, with the NFB gross margin reaching 46.7% compared to 33.7% in the prior year [9]. - The company faced a non-GAAP operating loss of $1.2 million, a decline from an operating income of $31.1 million in the previous year [9]. Cash Flow and Liquidity - For the quarter ending June 29, 2025, NETGEAR used $1.8 million in cash from operations and reported $364 million in cash and cash equivalents, alongside $243.1 million in total current liabilities. The company repurchased shares worth $7.5 million during the quarter [11]. Guidance and Future Outlook - The company forecasts a GAAP operating margin between (11)% and (8)% and a non-GAAP operating margin between (5.5)% and (2.5)% for Q3 2025. GAAP tax expenses are expected to be between $0.8 million and $1.8 million [12]. - Analysts have not made any earnings estimate revisions in the past two months, indicating a stable outlook [13]. - NETGEAR holds a Zacks Rank 3 (Hold), suggesting an expectation of an in-line return from the stock in the coming months [15].

It has been about a month since the last earnings report for American Electric Power (AEP) . Shares have lost about 1.2% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is AEP due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.Americ ...

Core Viewpoint - Bausch Health's recent earnings report showed mixed results, with adjusted earnings per share missing estimates while total revenues exceeded expectations, leading to a 21.4% increase in shares over the past month, outperforming the S&P 500 [1][2]. Financial Performance - Adjusted earnings per share for Q2 were 90 cents, missing the Zacks Consensus Estimate of 97 cents, but up from 89 cents in the same quarter last year [2]. - Total revenues reached $2.53 billion, reflecting a 5% year-over-year increase and surpassing the Zacks Consensus Estimate of $2.5 billion [2]. - Organic revenue growth, excluding foreign exchange impacts and acquisitions, was 4% [3]. Segment Performance - **Salix**: Revenues totaled $627 million, up 12% year-over-year, driven by strong demand for Xifaxan and significant growth in Trulance and Relistor [4][5]. - **International**: Revenues were $278 million, a 1% increase year-over-year, but missed estimates; organic growth was also 1% [6]. - **Solta Medical**: Reported revenues of $128 million, a 25% increase year-over-year, driven by global volume expansion, although it missed the model estimate [7]. - **Diversified Products**: Revenues decreased by 13% to $219 million, with declines in neurology, dermatology, and generics [8][9]. - **Bausch + Lomb**: Revenues were $1.3 billion, up 5% year-over-year, exceeding estimates, with a 3% organic growth driven by the vision care segment [9]. Pipeline Development - Bausch Health is reviewing its pipeline candidate amiselimod for ulcerative colitis treatment [10]. - The company submitted an application for Cabtreo, a topical acne treatment, to the EMA, with approval received in Canada [11]. - Ongoing phase III studies for rifaximin are expected to yield top-line results by early 2026 [11]. - The Clear and Brilliant Touch program is advancing with approvals in multiple countries, awaiting European regulatory response [12]. - The FraxelFTX fractional laser system was launched in the U.S. in April 2025 [13]. Guidance Updates - Bausch Health revised its revenue guidance for 2025 to a range of $10-$10.25 billion, up from the previous $9.95-$10.2 billion [14]. - Bausch + Lomb revenues are now expected to be between $5.05-$5.15 billion, an increase from the prior guidance [14]. Market Sentiment - Recent estimates have shown a flat trend, indicating stable investor sentiment [15]. - Bausch Health holds an average Growth Score of C, a Momentum Score of A, and an aggregate VGM Score of A, placing it in the top quintile for investment strategy [16]. - The company has a Zacks Rank of 4 (Sell), suggesting expectations of below-average returns in the coming months [17].

Core Viewpoint - Entergy Corporation has shown improvement in its Q2 2025 earnings, with a notable increase in revenues and operating income, despite a recent decline in share price compared to the S&P 500 [1][2][3]. Financial Performance - Q2 2025 earnings were reported at $1.05 per share, a 9.4% increase from $0.96 in the same quarter last year, surpassing the Zacks Consensus Estimate of $0.91 [2]. - Revenues for Q2 2025 reached $3.33 billion, exceeding the Zacks Consensus Estimate of $3.22 billion by 3.4%, and reflecting a 12.7% year-over-year increase [3]. - Operating income rose to $837.4 million, marking a 35.6% increase from $617.6 million in the previous year [5]. Segment Performance - The utility segment's earnings improved to $1.34 per share from $1.03 in Q2 2024, while the Parent & Other segment reduced its loss to $0.29 per share from a loss of $0.91 [4]. Operating Expenses and Customer Base - Operating expenses increased to $2.49 billion, a 6.7% rise from $2.34 billion in the prior-year quarter [5]. - As of June 30, 2025, Entergy served 3.04 million retail customers, reflecting a 0.5% increase [5]. Financial Position - Cash and cash equivalents stood at $1.18 billion as of June 30, 2025, up from $0.86 billion at the end of 2024 [6]. - Long-term debt increased to $28.11 billion from $26.61 billion at the end of 2024 [6]. - Cash generated from operating activities in the first half of 2025 was $1.26 billion, compared to $1.03 billion in the same period of 2024 [6]. Guidance and Estimates - Entergy reaffirmed its 2025 financial guidance, expecting adjusted earnings in the range of $3.75 to $3.95 per share [7]. - The current Zacks Consensus Estimate for earnings is $3.89 per share, above the midpoint of the guided range [8]. Market Sentiment - Following the earnings release, there has been a downward trend in earnings estimates for Entergy [9]. - The stock currently holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [11].

Alibaba Group Holding Limited BABA will release earnings results for the first quarter, before the opening bell on Friday, Aug. 29.Analysts expect the Hong Kong-based company to report quarterly earnings at $1.95 per share, down from $2.26 per share in the year-ago period. Alibaba projects to report quarterly revenue at $34.26 billion, compared to $33.47 billion a year earlier, according to data from Benzinga Pro.The company missed analyst estimates for revenue in the fourth quarter, but has beaten estimate ...