Core Viewpoint - Wall Street analysts expect Gen Digital (GEN) to report quarterly earnings of $0.60 per share, reflecting a year-over-year increase of 13.2%, with revenues projected at $1.18 billion, a 22.4% increase compared to the previous year [1]. Group 1: Earnings Projections - The consensus EPS estimate for the quarter has been revised upward by 0.9% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Group 2: Revenue Estimates - Analysts estimate 'Net Revenues- Cyber Safety Revenue- Direct customer revenues' to be $967.44 million, representing a 13.8% increase year-over-year [5]. - The consensus for 'Net Revenues- Total Cyber Safety Revenue' is projected to reach $1.09 billion, indicating a 15% year-over-year change [5]. - 'Net Revenues- Legacy Revenue' is expected to be $11.56 million, reflecting a decline of 17.5% year-over-year [6]. - The estimate for 'Net Revenues- Cyber Safety Revenue- Partner revenues' stands at $126.13 million, suggesting a 24.9% increase from the year-ago quarter [6]. Group 3: Stock Performance - Over the past month, Gen Digital shares have decreased by 3.7%, while the Zacks S&P 500 composite has increased by 1% [6]. - Gen Digital holds a Zacks Rank 3 (Hold), indicating that its performance is likely to align with the overall market in the near term [6].

Core Viewpoint - The upcoming earnings report for Epam (EPAM) is anticipated to show a quarterly earnings increase of 6.5% year-over-year, with revenues expected to rise by 16.3% [1] Revenue Estimates - The consensus estimate for 'Revenues by Industry Verticals- Financial Services' is $312.51 million, reflecting a year-over-year increase of 27.9% [4] - 'Revenues by Industry Verticals- Software & Hi-Tech' is projected to reach $189.86 million, indicating a 12.5% increase from the previous year [4] - 'Revenues by Industry Verticals- Life Sciences & Healthcare' is expected to be $162.54 million, showing a 16% year-over-year change [5] - 'Revenues by Industry Verticals- Emerging Verticals' is estimated at $215.24 million, representing a 22.8% increase from the prior year [5] - 'Revenues by Industry Verticals- Consumer Goods, Retail & Travel' is forecasted to be $269.77 million, indicating a 6.9% year-over-year change [6] - 'Revenues by Contract Type- Time-and-material' is expected to reach $1.12 billion, reflecting an 18.3% increase from the previous year [6] - 'Revenues by Contract Type- Fixed-price' is projected at $205.76 million, indicating a 5.2% increase year-over-year [7] - 'Revenues by Contract Type- Licensing and other revenues' is expected to be $10.78 million, showing a significant increase of 47.2% from the prior year [7] - 'Revenues by Industry Verticals- Business Information & Media' is estimated at $182.45 million, reflecting a 10.1% increase year-over-year [8] - 'Revenues by Customer Location- Americas' is projected to be $799.89 million, indicating a 15.7% year-over-year change [8] - 'Revenues by Customer Location- APAC' is expected to reach $27.19 million, reflecting a 12.9% increase from the previous year [9] - 'Revenues by Customer Location- EMEA' is estimated at $498.60 million, indicating a 15.6% year-over-year change [9] Stock Performance - Epam shares have decreased by 17.4% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.6% [9]

Core Viewpoint - Analysts forecast that Marathon Petroleum (MPC) will report quarterly earnings of $3.22 per share, indicating a year-over-year decline of 21.8%, with anticipated revenues of $30.91 billion, a decrease of 19.4% compared to the previous year [1] Earnings Projections - The consensus EPS estimate for the quarter has been revised upward by 22.9% over the past 30 days, reflecting a collective reappraisal by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Key Metrics Forecast - Analysts predict 'Refining & Marketing - Refinery throughputs - Net refinery throughput' to reach 2,950.66 thousand barrels of oil per day, down from 3,065.00 thousand barrels per day in the same quarter last year [5] - The forecast for 'Refining & Marketing - Refinery throughputs - Crude oil refined' is 2,778.04 thousand barrels of oil per day, compared to 2,867.00 thousand barrels per day in the same quarter last year [6] - For 'Refining & Marketing - Refinery throughputs - Other charge and blendstocks', the expected throughput is 171.27 thousand barrels of oil per day, down from 198.00 thousand barrels per day in the same quarter last year [7] - Analysts expect 'Adjusted EBITDA- Refining & Marketing' to be $1.49 billion, compared to $1.97 billion from the previous year [7] - The projected 'Adjusted EBITDA- Midstream' is $1.67 billion, slightly up from $1.62 billion year-over-year [8] Stock Performance - Over the past month, Marathon Petroleum shares have recorded a return of -2.1%, while the Zacks S&P 500 composite has changed by +2.7% [8] - Based on its Zacks Rank 3 (Hold), MPC is expected to perform in line with the overall market in the upcoming period [8]

Core Viewpoint - Analysts forecast Ares Management (ARES) will report quarterly earnings of $1.12 per share, reflecting a year-over-year increase of 13.1%, with revenues expected to reach $1.05 billion, a 33% increase compared to the previous year [1]. Earnings Projections - Over the last 30 days, there has been a downward revision of 0.2% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Financial Metrics Forecast - The consensus estimate for 'Financial Details Segments- Other fees' is $35.92 million, indicating a year-over-year change of +55.7% [5]. - The estimate for 'Financial Details Segments- Fee related performance revenues' is $18.87 million, reflecting a decrease of -12.5% from the previous year [5]. - Analysts predict 'Financial Details Segments- Management fees' will reach $918.85 million, showing a year-over-year increase of +26.5% [5]. - 'Financial Details Segments- Performance income-realized' is expected to be $121.20 million, a change of +10.5% from the prior year [6]. FPAUM Rollforward Estimates - The 'FPAUM Rollforward - Ending Balance - Total' is projected to be $350.31 billion, up from $275.85 billion year-over-year [6]. - 'FPAUM Rollforward - Ending Balance - Credit Group' is expected to reach $227.22 billion, compared to $197.09 billion in the same quarter last year [7]. - The estimate for 'FPAUM Rollforward - Ending Balance - Private Equity Group' is $12.94 billion, up from $12.27 billion year-over-year [7]. - 'FPAUM Rollforward - Ending Balance - Real Assets Group' is projected at $78.91 billion, significantly up from $41.62 billion in the previous year [8]. - 'FPAUM Rollforward - Ending Balance - Secondaries Group' is expected to be $24.56 billion, compared to $20.46 billion last year [8]. AUM Rollforward Estimates - The estimated 'AUM Rollforward - Ending Balance - Total' is $566.81 billion, up from $447.23 billion year-over-year [9]. - 'AUM Rollforward - Ending Balance - Private Equity Group' is projected at $26.98 billion, compared to $24.58 billion last year [9]. - The 'AUM Rollforward - Ending Balance - Real Assets Group' is expected to reach $129.38 billion, up from $67.69 billion in the same quarter of the previous year [10]. Stock Performance - Over the past month, Ares Management shares have recorded returns of +8.2%, outperforming the Zacks S&P 500 composite's +3.6% change [11].

Core Insights - Wall Street analysts forecast Confluent (CFLT) to report quarterly earnings of $0.08 per share, reflecting a year-over-year increase of 33.3% [1] - Anticipated revenues are projected to be $277.76 million, showing an 18.2% increase compared to the same quarter last year [1] Earnings Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] - Revisions to earnings projections are crucial for predicting investor behavior regarding the stock [2] Revenue Estimates - Analysts project 'Revenue- Services' to reach $10.18 million, indicating a -1.1% change from the prior-year quarter [3] - 'Revenue- Subscription' is expected to be $267.57 million, reflecting a +19.1% change from the year-ago quarter [4] - 'Revenue- Confluent Cloud' is anticipated to reach $149.48 million, showing a +27.8% change from the previous year [4] Remaining Performance Obligations - The consensus for 'Remaining performance obligations (RPO)' is estimated at $1.04 billion, compared to $887.80 million reported in the same quarter last year [5] Stock Performance - Over the past month, Confluent shares have recorded returns of +11.8%, outperforming the Zacks S&P 500 composite's +4.9% change [5] - Based on its Zacks Rank 3 (Hold), CFLT is expected to perform in line with the overall market in the upcoming period [5]

Company Overview - UDR Inc. is a premier multifamily real estate investment trust (REIT) set to announce its second-quarter 2025 results on July 30, with expectations of revenue growth but unchanged funds from operations (FFO) per share [1][11] - In the last reported quarter, UDR achieved an FFO as adjusted per share of 61 cents, aligning with the Zacks Consensus Estimate, reflecting year-over-year growth in same-store net operating income (NOI) due to higher occupancy and effective blended lease rates [2][11] Financial Performance - UDR's FFO as adjusted per share has met or surpassed the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 0.41% [3] - For the upcoming quarter, UDR is expected to report revenues of $422.24 million, a 2.15% year-over-year increase, while FFO per share is anticipated to remain steady at 62 cents [10][11] Market Conditions - The U.S. apartment market showed resilience in Q2 2025, absorbing over 227,000 units, surpassing previous peak leasing surges despite economic uncertainties [4] - National occupancy rates increased to 95.6%, up 140 basis points year-over-year, while rent growth remained muted at 0.19% in June [5] Supply and Demand Dynamics - Over 535,000 units were completed in the past year, with approximately 108,000 delivered in Q2 2025, indicating a historically elevated supply that the market has managed to absorb [6] - Tech-driven markets like San Francisco, San Jose, Boston, and New York are gaining momentum, while supply-heavy markets such as Austin, Phoenix, and Denver are experiencing significant rent cuts [7] Strategic Positioning - UDR's geographically diversified portfolio of A/B quality properties across urban and suburban markets positions the company to benefit from stable operating cash flows and limit concentration risks [8][9] - The company is leveraging technological initiatives and process enhancements to improve operational resiliency, which is expected to provide a competitive edge [9] Projections and Analyst Sentiment - Same-property NOI is projected to grow by 4.9% in Q2 2025, supported by tech-driven upgrades and operational enhancements [10][11] - The Zacks Consensus Estimate for quarterly FFO as adjusted per share has remained unchanged at 62 cents over the past three months, indicating a lack of analyst confidence in a surprise performance [12][13]

Core Insights - Wall Street analysts expect Sherwin-Williams (SHW) to report quarterly earnings of $3.76 per share, reflecting a year-over-year increase of 1.6% [1] - Revenues are projected to be $6.29 billion, which is a slight increase of 0.2% from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] Revenue Estimates - Analysts predict 'Net sales- Paint Stores Group' to be $3.68 billion, representing a year-over-year increase of 1.6% [4] - 'Net sales- Consumer Brands Group' is expected to reach $826.14 million, indicating a decline of 2.2% year over year [4] - 'Net sales- Performance Coatings Group' is estimated at $1.77 billion, suggesting a decrease of 1.7% from the previous year [4] Store Metrics - The 'Net New Stores - Paint Stores Group' is projected to reach 20, up from 19 in the same quarter last year [5] - The expected 'Number of Stores - Paint Stores Group' is 4,811, compared to 4,720 a year ago [5] Profit Estimates - 'Segment Profit- Paint Stores Group' is anticipated to be $946.70 million, an increase from $907.10 million in the same quarter last year [6] - 'Adjusted segment profit- Performance Coatings Group (PCG)' is expected to be $337.39 million, down from $350.50 million year over year [6] - 'Adjusted segment profit- Consumer Brands Group (CBG)' is projected at $213.90 million, compared to $220.40 million in the previous year [7] Stock Performance - Over the past month, Sherwin-Williams shares have returned +2.5%, while the Zacks S&P 500 composite has changed by +4.2% [7] - Based on its Zacks Rank 2 (Buy), SHW is expected to outperform the overall market in the upcoming period [7]

Core Viewpoint - Analysts forecast that Elevance Health (ELV) will report quarterly earnings of $9.20 per share, indicating a year-over-year decline of 9.1%, while revenues are expected to reach $48.13 billion, reflecting an increase of 11.4% compared to the previous year [1] Revenue Estimates - The consensus estimate for 'Revenues- Premiums' is $39.62 billion, suggesting a year-over-year increase of 11.9% [5] - 'Revenues- Service fees' are expected to be $2.24 billion, indicating a decline of 1.8% year over year [5] - 'Revenues- Net investment income' is projected at $464.67 million, reflecting a decrease of 8.5% from the year-ago quarter [5] - 'Revenues- Product revenue' is forecasted to reach $6.14 billion, showing an increase of 11.1% from the previous year [6] Membership Estimates - 'Medical Membership - Medicare - Medicare Supplement' is expected to be 868.88 thousand, down from 894.00 thousand year over year [6] - 'Medical Membership - Commercial Risk-Based - Employer Group Risk-Based' is projected at 3.64 million, slightly down from 3.65 million in the same quarter last year [7] - 'Medical Membership - Commercial Risk-Based' is estimated at 5.00 million, up from 4.93 million year over year [7] - Total Medical Membership is expected to be 45.83 million, a slight increase from 45.78 million year over year [8] - 'Medical Membership - Medicare - Medicare Advantage' is projected to reach 2.24 million, up from 2.03 million year over year [8] - 'Medical Membership - Medicaid' is expected to be 8.86 million, down from 9.03 million year over year [9] - 'Medical Membership - Federal Employees Health Benefits' is projected at 1.65 million, slightly down from 1.66 million year over year [9] Stock Performance - Over the past month, shares of Elevance Health have returned -11.4%, contrasting with the Zacks S&P 500 composite's +4% change [9]

Group 1 - Upstart Holdings, Inc. closed at $63.35, with a +1.46% increase, outperforming the S&P 500's gain of 0.8% [1] - Over the past month, Upstart's shares have risen by 32.82%, significantly exceeding the Finance sector's gain of 2.69% and the S&P 500's gain of 5.12% [1] Group 2 - The upcoming earnings disclosure for Upstart is projected to show an EPS of $0.27, a 258.82% increase year-over-year, and revenue of $226.12 million, reflecting a 77.17% increase compared to the same quarter last year [2] - For the entire year, Zacks Consensus Estimates forecast earnings of $1.56 per share and revenue of $1.01 billion, indicating increases of +880% and +58.99% respectively compared to the previous year [3] Group 3 - Recent changes in analyst estimates for Upstart indicate positive sentiment regarding the company's business and profitability [4] - The Zacks Rank system, which includes estimate changes, has shown that 1 rated stocks have generated an average annual return of +25% since 1988, with Upstart currently holding a Zacks Rank of 3 (Hold) [5][6] Group 4 - Upstart is currently trading at a Forward P/E ratio of 40.03, which is a premium compared to the industry average Forward P/E of 11.65 [7] - The Financial - Miscellaneous Services industry, part of the Finance sector, has a Zacks Industry Rank of 91, placing it in the top 37% of over 250 industries [7][8]

Core Viewpoint - Analysts expect HealthEquity (HQY) to report quarterly earnings of $0.81 per share, reflecting a year-over-year increase of 1.3%, with revenues projected at $321.13 million, up 11.7% from the previous year [1] Earnings Projections - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [2] Revenue Estimates - Analysts estimate 'Revenue- Service' to reach $119.18 million, indicating a year-over-year change of +0.8% [4] - 'Revenue- Custodial' is projected at $151.45 million, reflecting a year-over-year increase of +24.5% [4] - 'Revenue- Interchange' is expected to be $49.71 million, showing a change of +4.1% from the year-ago quarter [4] HSA Metrics - Total HSA Assets are projected to reach $32.13 billion, up from $27.28 billion in the same quarter last year [5] - Total HSA investments are expected to be $14.46 billion, compared to $11.43 billion a year ago [5] Account Estimates - Analysts estimate 'CDBs Accounts' at 6.86 million, slightly down from 6.91 million reported last year [6] - The consensus for 'Total Accounts' stands at 16.92 million, up from 16.01 million in the same quarter of the previous year [6] Cash and Account Projections - Total HSA cash is expected to reach $17.67 billion, compared to $15.85 billion reported last year [7] - HSAs Accounts are projected to be 10.05 million, up from 9.1 million in the same quarter last year [7] Stock Performance - Over the past month, HealthEquity shares have returned +18.4%, outperforming the Zacks S&P 500 composite's +6.7% change, with a Zacks Rank 2 (Buy) indicating potential outperformance in the near future [7]