Core Viewpoint - Upstart Holdings, Inc. is expected to show significant growth in its upcoming earnings report, with a notable increase in both earnings per share (EPS) and revenue compared to the previous year [2][3]. Group 1: Recent Performance - Upstart Holdings, Inc. closed at $79.22, down 3.08% from the previous trading session, underperforming the S&P 500's loss of 1.6% [1] - Over the past month, the company's shares have appreciated by 10.73%, outperforming the Finance sector's gain of 0.8% and the S&P 500's gain of 2.25% [1]. Group 2: Upcoming Earnings Expectations - The earnings report is scheduled for August 5, 2025, with an expected EPS of $0.27, reflecting a 258.82% increase from the prior-year quarter [2]. - Revenue is forecasted to be $225.3 million, indicating a 76.52% growth compared to the same quarter of the previous year [2]. Group 3: Fiscal Year Projections - For the entire fiscal year, earnings are projected at $1.58 per share, representing an increase of 890% from the prior year [3]. - Revenue for the fiscal year is estimated at $1.02 billion, showing a growth of 59.46% compared to the previous year [3]. Group 4: Analyst Estimates and Market Sentiment - Recent changes to analyst estimates indicate a positive outlook for Upstart Holdings, reflecting analysts' confidence in the company's performance and profit potential [3]. - The Zacks Consensus EPS estimate has remained stagnant over the past month, and the company currently holds a Zacks Rank of 3 (Hold) [5]. Group 5: Valuation Metrics - Upstart Holdings, Inc. is currently traded at a Forward P/E ratio of 51.8, which is a premium compared to the industry average Forward P/E of 12.03 [6]. - The Financial - Miscellaneous Services industry, to which Upstart belongs, has a Zacks Industry Rank of 70, placing it in the top 29% of over 250 industries [6].

Company Performance - SharkNinja, Inc. (SN) closed at $112.29, reflecting a -3.28% change from the previous day, underperforming the S&P 500's 1.6% loss [1] - The company's stock has increased by 8.26% over the past month, outperforming the Retail-Wholesale sector's gain of 2.64% and the S&P 500's gain of 2.25% [1] Upcoming Earnings - SharkNinja, Inc. is set to release its earnings report on August 7, 2025, with an expected EPS of $0.78, indicating a 9.86% growth year-over-year [2] - The consensus estimate for revenue is $1.37 billion, reflecting a 9.34% increase compared to the same quarter last year [2] Annual Forecast - Zacks Consensus Estimates project earnings of $4.99 per share and revenue of $6.24 billion for the year, representing increases of +14.19% and +12.78% respectively compared to the previous year [3] - Recent analyst estimate revisions indicate a positive outlook for SharkNinja, Inc. [3] Valuation Metrics - SharkNinja, Inc. has a Forward P/E ratio of 23.26, which is a premium compared to its industry's Forward P/E of 14.71 [5] - The company currently has a PEG ratio of 2.08, which is lower than the Retail - Miscellaneous industry's average PEG ratio of 2.93 [6] Industry Ranking - The Retail - Miscellaneous industry, which includes SharkNinja, has a Zacks Industry Rank of 169, placing it in the bottom 32% of over 250 industries [6] - The Zacks Industry Rank assesses the strength of industry groups based on the average Zacks Rank of individual stocks, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [7]

Company Performance - Workday's stock closed at $222.22, reflecting a -3.12% change from the previous day's closing price, underperforming the S&P 500, which lost 1.6% [1] - Over the past month, Workday shares declined by 5.12%, while the Computer and Technology sector gained 4.45% and the S&P 500 increased by 2.25% [1] Upcoming Financial Results - Workday is expected to report an EPS of $2.09, representing a 19.43% increase compared to the same quarter last year [2] - The consensus estimate for revenue is projected at $2.34 billion, indicating a 12.22% rise from the equivalent quarter last year [2] Annual Forecast - Zacks Consensus Estimates predict earnings of $8.7 per share and revenue of $9.5 billion for the year, reflecting increases of +19.18% and +12.45% respectively compared to the previous year [3] Analyst Estimates and Stock Price Correlation - Changes in analyst estimates for Workday are correlated with near-term stock prices, with positive revisions indicating optimism about the business outlook [4][3] Zacks Rank and Valuation - Workday currently holds a Zacks Rank of 3 (Hold), with a recent consensus EPS projection moving 0.05% lower [5] - The company is trading at a Forward P/E ratio of 26.35, which is a discount compared to its industry's Forward P/E of 28.71 [6] Industry Overview - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 75, placing it in the top 31% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

In the latest close session, AppLovin (APP) was down 2.95% at $379.17. This change lagged the S&P 500's daily loss of 1.6%. Elsewhere, the Dow saw a downswing of 1.23%, while the tech-heavy Nasdaq depreciated by 2.24%. Shares of the mobile app technology company have appreciated by 14.36% over the course of the past month, outperforming the Business Services sector's loss of 1.38%, and the S&P 500's gain of 2.25%.The investment community will be paying close attention to the earnings performance of AppLovin ...

Company Performance - Unity Software Inc. closed at $31.86, down 4.51% from the previous trading session, underperforming the S&P 500's daily loss of 1.6% [1] - Over the past month, Unity's shares have gained 27.67%, while the Computer and Technology sector gained 4.45% and the S&P 500 gained 2.25% [1] Upcoming Financial Results - Unity Software Inc. is set to announce its earnings on August 6, 2025, with an expected EPS of -$0.25, indicating a growth of 21.88% compared to the same quarter last year [2] - The consensus estimate for revenue is $425.83 million, reflecting a decrease of 5.21% from the prior-year quarter [2] Fiscal Year Projections - For the entire fiscal year, the Zacks Consensus Estimates project an EPS of -$0.8 and revenue of $1.79 billion, representing changes of +52.38% and -1.02% respectively from the prior year [3] - Recent changes to analyst estimates for Unity should be noted, as positive revisions are seen as a good sign for business outlook [3] Estimate Revisions and Stock Performance - Research indicates that estimate revisions correlate with near-term share price momentum, which is utilized in the Zacks Rank system [4] - The Zacks Rank system ranges from 1 (Strong Buy) to 5 (Strong Sell), with 1 stocks returning an average of +25% annually since 1988 [5] - Unity Software Inc. currently holds a Zacks Rank of 2 (Buy), with a 1.85% rise in the Zacks Consensus EPS estimate over the past month [5] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 75, placing it in the top 31% of over 250 industries [6] - The strength of individual industry groups is measured by the Zacks Industry Rank, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [6]

Core Insights - Oddity Tech (ODD) is set to announce its second-quarter 2025 results on August 4, with expected non-GAAP earnings between $0.85 and $0.89 per share and revenues anticipated between $235 million and $239 million [1][9] Earnings Expectations - The Zacks Consensus Estimate for second-quarter earnings is at $0.88 per share, reflecting a year-over-year growth of 7.3%, while the revenue consensus is $239.2 million, indicating a 24.1% year-over-year increase [2] Historical Performance - ODD has consistently exceeded the Zacks Consensus Estimate in the past four quarters, achieving an average surprise of 32.8% [2] Growth Drivers - The company is expected to benefit from a growing user base, an expanding online presence, and a strong direct-to-consumer (DTC) platform, which are anticipated to drive revenue growth [4] - Strong demand for IL Makiage and SpoiledChild brands is likely to contribute positively to revenue in the upcoming quarter [5][9] Margin Considerations - Despite the expected revenue growth, gross margins may be negatively impacted by higher tariffs, which are projected to affect margins by 50 to 100 basis points [5][9] Earnings Prediction Model - According to the Zacks model, ODD has a positive Earnings ESP of +1.14% and a Zacks Rank of 1 (Strong Buy), indicating a favorable outlook for an earnings beat [6]

Key Takeaways NWSA is set to report Q4 revenues of $2.10B, down 18.37%, with EPS expected to rise 11.76% year over year.Strength in Dow Jones, Book Publishing and Digital Real Estate likely supported NWSAs Q4 results.Continued ad revenue softness in News Media likely pressured segment performance despite cost efforts.News Corporation (NWSA) is scheduled to report fourth-quarter fiscal 2025 results on Aug. 5.The Zacks Consensus Estimate for revenues is pegged at $2.10 billion, indicating a decline of 18.37% ...

Key Takeaways LMND is expected to report $162.4M in Q2 revenues, up 33.1% from the prior-year period.Earnings ESP of +2.40% and a Zacks Rank #2 suggest LMND may beat Q2 earnings estimates.In-force premium is projected between $1.061B and $1.064B, boosted by customer and product growth.Lemonade Inc. (LMND) is expected to witness an improvement in its top line when it reports second-quarter 2025 results on Aug. 5. The bottom line is expected to remain flat year over year.    The Zacks Consensus Estimate for L ...

Key Takeaways ON expects Q2 revenues between $1.4B and $1.5B and EPS in the range of 48-58 cents.Automotive revenues likely declined; industrial revenues are expected to have improved sequentially.Pricing cuts and lower factory utilization might have pressured margins despite cost savings.On Semiconductor (ON) is slated to release its second-quarter 2025 results on Aug. 4.For second-quarter 2025, ON expects revenues between $1.4 billion and $1.5 billion. Earnings are expected to be in the range of 48-58 cen ...

Key Takeaways HRTG is projected to post Q2 EPS of $1.03, up 68.8% year over year on revenue growth of 4.2%.The results are likely to benefit from premium hikes, improved underwriting and higher investment income.A 0.00% Earnings ESP and a Zacks Rank #3 offer no clear signal of another earnings surprise.Heritage Insurance (HRTG) is expected to witness an improvement in its top line and its bottom line when it reports second-quarter 2025 results on Aug. 5. The Zacks Consensus Estimate for HRTG’s second-quarte ...