Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Kura Oncology, with a focus on how actual results compare to estimates impacting stock price [1] Earnings Expectations - Kura Oncology is expected to report a quarterly loss of $0.72 per share, reflecting a year-over-year change of -227.3% [3] - Revenues are projected to be $29.81 million, down 44.7% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 552.38% lower in the last 30 days, indicating a significant reassessment by analysts [4] - The Most Accurate Estimate for Kura Oncology is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -13.29% [12] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from consensus estimates, with predictive power being significant for positive readings only [9][10] - Kura Oncology currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Kura Oncology was expected to post a loss of $0.57 per share but actually reported a loss of -$0.85, resulting in a surprise of -49.12% [13] - Over the past four quarters, Kura has only beaten consensus EPS estimates once [14] Industry Context - In the Zacks Medical - Biomedical and Genetics industry, Apellis Pharmaceuticals is expected to report a loss of $0.39 per share, indicating a year-over-year change of -34.5% [18] - Apellis' revenue is projected to be $194.37 million, down 8.5% from the previous year, with an Earnings ESP of -3.07% [19][20]

Core Viewpoint - Starwood Property Trust (STWD) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending December 2025, with actual results being crucial for stock price movement [1][3]. Earnings Expectations - The consensus estimate for quarterly earnings is $0.41 per share, reflecting a year-over-year decrease of 14.6%, while revenues are projected to reach $479.3 million, a 5.5% increase from the previous year [3]. - The stock may experience upward movement if earnings exceed expectations, whereas a miss could lead to a decline [2]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised down by 2.44%, indicating a reassessment by analysts regarding the company's earnings outlook [4]. - The Most Accurate Estimate for Starwood Property Trust is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.64%, suggesting a bearish sentiment among analysts [12]. Historical Performance - In the last reported quarter, Starwood Property Trust was expected to earn $0.45 per share but only achieved $0.40, resulting in a surprise of -11.11% [13]. - Over the last four quarters, the company has beaten consensus EPS estimates twice [14]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a favorable Zacks Rank [10]. - Currently, Starwood Property Trust holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Conclusion - Starwood Property Trust does not appear to be a strong candidate for an earnings beat, and investors should consider additional factors when making decisions regarding the stock ahead of the earnings release [17].

Core Insights - EverQuote (EVER) is expected to report quarterly earnings of $0.35 per share, reflecting a year-over-year increase of 6.1% [1] - Projected revenues for the quarter are $177.04 million, which indicates a 20.1% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 0.4% in the past 30 days, indicating analysts' reassessment of their initial estimates [1][2] Revenue Estimates - Analysts estimate 'Revenue- Automotive' to be $164.08 million, representing a year-over-year increase of 20.7% [4] - The 'Revenue- Home and Renters' is projected to reach $12.95 million, suggesting a 14.6% increase year over year [4] - 'Variable Marketing Dollars' are expected to be $47.33 million, up from $44.02 million reported in the same quarter last year [5] Marketing Metrics - The 'Variable Marketing Margin' is anticipated to be 26.7%, down from 29.9% in the previous year [4] - The changes in earnings estimates are significant for predicting investor reactions and short-term stock performance [2][3] Stock Performance - EverQuote shares have decreased by 39.6% in the past month, contrasting with a -1.3% change in the Zacks S&P 500 composite [5] - With a Zacks Rank 2 (Buy), EverQuote is expected to outperform the overall market in the near future [5]

Core Viewpoint - Oneok Inc. (OKE) is expected to report a quarterly earnings per share (EPS) of $1.49, reflecting a decline of 5.1% year-over-year, while revenues are forecasted to increase by 35.6% to $9.49 billion [1] Earnings Estimates - The consensus EPS estimate has been revised down by 2.6% in the last 30 days, indicating a reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions and have shown a strong correlation with short-term stock performance [3] Revenue Projections - Analysts project 'Revenues- Natural Gas Gathering and Processing' to be $1.46 billion, a decrease of 20.1% from the previous year [5] - 'Revenues- Natural Gas Pipelines' are expected to reach $355.94 million, reflecting a year-over-year increase of 17.5% [5] - The consensus estimate for 'Revenues- Refined Products & Crude' stands at $2.29 billion, indicating a 39.4% increase from the prior year [6] - 'Revenues- Natural Gas Liquids' are projected to be $2.47 billion, showing a significant decline of 45.3% year-over-year [6] Adjusted EBITDA Estimates - 'Raw feed throughput - Natural Gas Liquids' is estimated at 1,650.68 thousand barrels per day, up from 1,306.00 thousand barrels per day a year ago [7] - 'Adjusted EBITDA- Natural Gas Liquids' is expected to reach $781.79 million, compared to $696.00 million in the same quarter last year [7] - 'Adjusted EBITDA- Refined Products & Crude' is projected at $608.12 million, slightly up from $603.00 million year-over-year [8] - 'Adjusted EBITDA- Natural Gas Pipelines' is expected to be $224.21 million, down from $417.00 million in the previous year [8] - 'Adjusted EBITDA- Natural Gas Gathering and Processing' is estimated at $574.43 million, compared to $489.00 million last year [9] Stock Performance - Oneok shares have returned +15.6% over the past month, contrasting with a -1.3% change in the Zacks S&P 500 composite [9] - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [9]

分组1 - Rush Street Interactive, Inc. reported quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.10 per share, but showing an increase from $0.07 per share a year ago, resulting in an earnings surprise of -20.00% [1] - The company posted revenues of $324.89 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.55%, and compared to year-ago revenues of $254.17 million [2] - The stock has underperformed, losing about 17.5% since the beginning of the year, while the S&P 500 has declined by only 0.1% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.11 on revenues of $301.8 million, and for the current fiscal year, it is $0.50 on revenues of $1.28 billion [7] - The Zacks Industry Rank indicates that the Gaming industry is currently in the bottom 45% of over 250 Zacks industries, suggesting that the performance of the stock may be impacted by the industry's outlook [8] - The estimate revisions trend for Rush Street Interactive was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6]

Core Insights - Dillard's, Inc. (DDS) is anticipated to experience a year-over-year decline in earnings for the fourth quarter of fiscal 2025, with a revenue estimate of $2.02 billion reflecting a slight growth of 0.16% compared to the previous year, while earnings per share are projected to drop by 26% to $9.98 [1][8]. Financial Performance - In the last reported quarter, Dillard's achieved an earnings surprise of 29.2%, and over the trailing four quarters, the company has averaged a 26.5% beat against the Zacks Consensus Estimate [2]. - The company expects SG&A expenses to rise by 4.8% year-over-year for the fiscal fourth quarter, with the SG&A expense rate projected to increase by 120 basis points to 23.2% [6]. Growth Drivers - Dillard's fourth-quarter results are expected to benefit from growth initiatives and effective execution, particularly in brick-and-mortar stores and e-commerce, which are aimed at retaining existing customers and attracting new ones [3][4]. - The company has been enhancing its customer base through store improvements, better brand partnerships, and trend-focused assortments, which are anticipated to support flat year-over-year comparable-store sales [3][4]. Challenges - The company is facing challenges from a tough retail environment characterized by cautious consumer spending and increased operating expenses due to higher payroll costs and investments in store personnel [5]. - These factors are likely to negatively impact margins and the bottom line for the fiscal fourth quarter, with a predicted 16.1% decline in operating profit and a 190-basis point contraction in operating margin [5][6]. Valuation and Market Performance - Dillard's is currently trading at a forward price-to-earnings ratio of 20.82X, which is above the industry average of 14.71X and its five-year median of 13.14X [8][9]. - Over the past three months, Dillard's shares have increased by 7.6%, compared to a 10.6% growth in the industry [10].

Core Viewpoint - Wall Street anticipates a year-over-year decline in Westlake's earnings due to lower revenues, with a consensus estimate of a quarterly loss of $1.33 per share, reflecting a significant change of -2316.7% compared to the previous year [1][3]. Earnings Expectations - Revenues for Westlake are projected to be $2.57 billion, which is a decrease of 9.7% from the same quarter last year [3]. - The stock price may increase if the actual earnings exceed expectations in the upcoming report, scheduled for February 24 [2]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not reassessed their initial estimates during this period [4]. - Westlake's Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.58%, suggesting a bearish outlook from analysts [12]. Earnings Surprise History - In the last reported quarter, Westlake was expected to post earnings of $0.18 per share but instead reported a loss of -$0.29, resulting in a surprise of -261.11% [13]. - The company has not beaten consensus EPS estimates in any of the last four quarters [14]. Investment Considerations - Despite the potential for an earnings beat, other factors may influence stock movement, and a positive earnings surprise does not guarantee a stock price increase [15]. - Westlake is not currently viewed as a compelling candidate for an earnings beat, and investors should consider additional factors before making investment decisions [17].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Carlyle Secured Lending, Inc. (CGBD) despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.38 per share, reflecting a year-over-year decrease of 19.2%, while revenues are projected to be $45.58 million, an increase of 16.2% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial projections [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Carlyle Secured Lending is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.60%, suggesting a bearish outlook from analysts [11]. Historical Performance - In the last reported quarter, Carlyle Secured Lending was expected to post earnings of $0.39 per share but delivered $0.38, resulting in a surprise of -2.56%. Over the last four quarters, the company has only beaten consensus EPS estimates once [12][13]. Investment Considerations - While the company does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance beyond earnings results [16].

Core Viewpoint - Cytokinetics (CYTK) is anticipated to report a year-over-year decline in earnings due to lower revenues, with a consensus outlook indicating a quarterly loss of $1.48 per share, representing a 17.5% decrease from the previous year, and revenues expected to be $3.89 million, down 77% from the same quarter last year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for February 24, and the stock may rise if the reported numbers exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 1.25% lower in the last 30 days, reflecting a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Cytokinetics is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.95%, suggesting a bearish outlook from analysts [11]. - The stock currently holds a Zacks Rank of 3, making it challenging to predict a beat on the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Cytokinetics was expected to post a loss of $1.59 per share but actually reported a loss of -$1.54, resulting in a positive surprise of +3.14% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [13]. Conclusion - While Cytokinetics does not appear to be a strong candidate for an earnings beat, investors should consider other factors when making decisions regarding the stock ahead of the earnings release [16].

Core Insights - Tandem Diabetes Care, Inc. (TNDM) is expected to report a quarterly loss of -$0.05 per share, marking an 88.6% increase in loss compared to the same period last year [1] - Analysts forecast revenues of $276 million, reflecting a year-over-year increase of 9.3% [1] - The consensus EPS estimate has been adjusted downward by 0.8% over the past 30 days, indicating a reassessment by covering analysts [1] Revenue Estimates - Analysts project 'Revenue- Supplies and Other' to reach $141.55 million, indicating a year-over-year change of +10.4% [4] - The consensus for 'Revenue- Pump' is estimated at $134.50 million, showing an increase of +8.3% from the prior-year quarter [4] - 'Sales- Pump- United States' is expected to be $108.34 million, reflecting a year-over-year change of +10.1% [4] Geographic Sales Projections - 'Sales- Pump- Outside the United States' is estimated to be $26.16 million, indicating a +1.5% change from the year-ago quarter [5] - 'Sales- Supplies and Other- United States' is forecasted to reach $94.74 million, with a year-over-year change of +10.3% [5] - The estimated 'Geographic Sales- United States' stands at $203.09 million, reflecting a year-over-year change of -5.4% [5] International Sales Estimates - 'Sales- Supplies and Other- Outside the United States' is projected at $46.80 million, indicating a +10.6% change from the prior-year quarter [6] - The consensus for 'Geographic Sales- Outside the United States' is $72.94 million, showing a significant decline of -99.9% from the year-ago quarter [6] Pump Shipments Forecast - Total worldwide 'Pump Shipments' are expected to reach 35,032, compared to 34,000 in the same quarter last year [7] - 'Pump Shipments- Outside the United States' is projected at 9,400, down from 10,000 in the previous year [7] - 'Pump Shipments- United States' is estimated at 25,632, compared to 24,000 in the year-ago period [7] Stock Performance - Over the past month, shares of Tandem Diabetes Care have returned -6%, while the Zacks S&P 500 composite has changed by -1.4% [8] - TNDM currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [8]