Wall Street analysts forecast that O'Reilly Automotive (ORLY) will report quarterly earnings of $0.72 per share in its upcoming release, pointing to a year-over-year increase of 9.1%. It is anticipated that revenues will amount to $4.4 billion, exhibiting an increase of 7.3% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during thi ...

Core Insights - Atmos Energy (ATO) is projected to report quarterly earnings of $2.40 per share, reflecting a year-over-year increase of 7.6% [1] - Anticipated revenues for the quarter are expected to reach $1.44 billion, indicating a 22% increase compared to the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 0.3% in the last 30 days, indicating analysts' reassessment of their initial projections [2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock [3] Revenue Projections - Analysts estimate 'Operating revenues- Pipeline and Storage segment' to be $283.06 million, a 10.8% increase from the previous year [5] - The 'Operating revenues- Distribution segment' is expected to reach $1.17 billion, reflecting a 5.4% year-over-year change [5] Operating Income Estimates - The average prediction for 'Operating Income- Pipeline and Storage' is $167.62 million, compared to $143.40 million from the previous year [6] - 'Operating Income- Distribution' is expected to be $354.40 million, up from $316.10 million year-over-year [6] Stock Performance - Atmos shares have decreased by 1% over the past month, while the Zacks S&P 500 composite has increased by 0.8% [7] - With a Zacks Rank of 4 (Sell), Atmos Energy is expected to underperform the overall market in the near term [7]

Core Viewpoint - Analysts at Cantor Fitzgerald and UBS anticipate that the company will exceed earnings estimates when it reports on January 28 [1] Group 1 - Cantor Fitzgerald and UBS are optimistic about the company's upcoming earnings report [1]

Core Viewpoint - Analysts expect Fair Isaac (FICO) to report quarterly earnings of $6.95 per share, reflecting a 20% year-over-year increase, with revenues projected at $500.78 million, up 13.8% from the previous year [1] Earnings Projections - Changes in earnings projections are crucial for predicting investor reactions to the stock, with empirical studies showing a strong link between earnings estimate trends and short-term stock price movements [2] Revenue Estimates - Analysts forecast 'Revenues- Professional services' at $17.82 million, indicating a decrease of 2.5% from the prior year [4] - 'Revenues- Software' is expected to reach $211.03 million, reflecting a 3.3% increase from the previous year [4] - 'Revenues- Scores' are projected at $290.07 million, showing a significant increase of 23.1% year-over-year [4] - 'Revenues- On-premises and SaaS software' is estimated at $192.15 million, also a 3.3% increase from the prior year [5] - 'Revenues- Scores- Business-to-consumer' is expected to be $56.51 million, indicating a 6% increase from the previous year [5] - 'Revenues- Scores- Business-to-business' is projected at $230.60 million, reflecting a 26.4% increase year-over-year [6] Annual Recurring Revenue (ARR) Estimates - 'Annual Recurring Revenue (ARR) - Platform' is expected to be $272.35 million, up from $227.70 million reported in the same quarter last year [6] - 'Annual Recurring Revenue (ARR) - Total' is projected at $763.13 million, compared to $729.30 million reported in the same quarter last year [7] - 'Annual Recurring Revenue (ARR) - Non-Platform' is expected to reach $491.29 million, down from $501.60 million reported in the same quarter last year [7] Stock Performance - Over the past month, Fair Isaac shares have declined by 10.1%, while the Zacks S&P 500 composite has increased by 0.6%. The company holds a Zacks Rank 2 (Buy), suggesting it may outperform the overall market in the near future [7]

Core Viewpoint - Knight-Swift Transportation reported fourth-quarter adjusted earnings that fell short of analyst expectations, despite revenue meeting forecasts [1] Financial Performance - The company posted adjusted earnings per share of $0.31 for Q4 2025, below the consensus estimate of $0.36 [2] - Revenue totaled $1.9 billion, matching analyst expectations but declining 0.4% year over year [2] - Consolidated operating income dropped 66.1% to $26.5 million, primarily due to $52.9 million in non-cash impairment charges related to the integration of the Abilene truckload brand into Swift operations [2] Segment Analysis - The truckload segment, Knight-Swift's largest business, reported a 2.4% year-over-year decline in revenue excluding fuel surcharges, with loaded miles decreasing by 3.3% [3] - The segment's adjusted operating ratio worsened to 92.9%, an increase of 70 basis points from the prior year [3] Future Outlook - For Q1 2026, Knight-Swift forecasts adjusted earnings per share of $0.28 to $0.32 [4] - Truckload revenue is expected to decline slightly, with operating margins remaining relatively stable compared to the same period last year [4] - Full-year 2026 net cash capital expenditures are projected to range between $625 million and $675 million [4]

Group 1 - Creative Realities, Inc. (CREX) is outperforming the Computer and Technology sector with a year-to-date return of 29.5%, compared to the sector average of 28.1% [4] - The Zacks Consensus Estimate for CREX's full-year earnings has increased by 20.5% over the past three months, indicating improving analyst sentiment [4] - CREX is ranked 2 (Buy) in the Zacks Rank system, which focuses on earnings estimates and revisions [3] Group 2 - Creative Realities, Inc. is part of the Internet - Software industry, which has 174 companies and is currently ranked 57 in the Zacks Industry Rank [6] - The average return for the Internet - Software industry this year is 2.7%, highlighting CREX's superior performance [6] - Kulicke and Soffa (KLIC) is another stock in the Computer and Technology sector that has outperformed, with a year-to-date increase of 29.9% and a Zacks Rank of 1 (Strong Buy) [5]

Core Viewpoint - Delta Air Lines is expected to report quarterly earnings of $1.55 per share, reflecting a 16.2% decline year-over-year, while revenues are forecasted to increase by 0.6% to $15.65 billion [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 1.5% over the past 30 days, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts project 'Operating Revenues- Passenger' to be $13.13 billion, a 2.4% increase from the previous year [5]. - 'Operating Revenues- Cargo' is estimated at $231.40 million, reflecting a 7.1% decline year-over-year [5]. - 'Operating Revenues- Other' is expected to reach $2.56 billion, indicating a 2.5% increase from the prior year [6]. Key Metrics - The 'Passenger Load Factor' is projected to be 84.3%, up from 84.0% in the same quarter last year [6]. - 'Revenue passenger miles - Consolidated' is expected to be 62.14 billion, compared to 60.39 billion in the same quarter last year [7]. - 'Available seat miles - Consolidated' is forecasted to reach 73.41 billion, an increase from 72.04 billion year-over-year [8]. Stock Performance - Over the past month, Delta shares have returned +2.5%, outperforming the Zacks S&P 500 composite's +0.9% change [10].

Core Viewpoint - Wall Street analysts predict that FactSet Research (FDS) will report quarterly earnings of $4.39 per share, reflecting a year-over-year increase of 0.5%, with revenues expected to reach $599.48 million, a 5.4% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.1% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Revenues from clients- International' to be $207.74 million, representing a 3.1% increase from the year-ago quarter [5]. - The consensus estimate for 'Revenues from clients- US' is $390.23 million, indicating a year-over-year change of 6.3% [5]. - 'Total Annual Subscription Value' is expected to reach $2.41 billion, up from $2.27 billion reported in the same quarter last year [5]. Key Metrics - Analysts project 'ASV from buy-side clients' to remain at 82.1%, consistent with the previous year's figure [6]. - 'Total Users' are forecasted to reach 231,131, an increase from 218,267 reported in the same quarter last year [6]. Market Performance - Over the past month, shares of FactSet have returned +6.8%, contrasting with the Zacks S&P 500 composite's -0.2% change [6]. - FactSet currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6].

Core Viewpoint - Wall Street analysts forecast a strong quarterly performance for Ollie's Bargain Outlet, with expected earnings per share of $0.71, reflecting a year-over-year increase of 22.4%, and revenues projected at $615.68 million, a 19% increase compared to the previous year [1]. Financial Performance - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not revised their initial forecasts during this period [2]. - The anticipated earnings and revenue figures are critical indicators of the company's quarterly business performance [4]. Key Metrics - Analysts predict that the 'Number of stores - End of period' will reach 640, up from 546 in the same quarter last year [5]. - The 'Number of new stores' is expected to be 27, compared to 24 in the same quarter of the previous year [5]. - The 'Number of stores open at the beginning of period' is estimated to be 613, an increase from 525 a year ago [6]. Market Performance - Over the past month, shares of Ollie's Bargain Outlet have decreased by 4.6%, while the Zacks S&P 500 composite has seen a slight increase of 0.1% [6]. - Currently, Ollie's Bargain Outlet holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [6].

Core Insights - Analysts project that DocuSign (DOCU) will report quarterly earnings of $0.92 per share, reflecting a year-over-year increase of 2.2% [1] - Revenue is expected to reach $806.13 million, marking a 6.8% increase 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 - 'Revenue- Professional services and other' is projected to be $17.91 million, indicating an 11% decrease from the previous year [4] - 'Revenue- Subscription' is expected to reach $788.21 million, suggesting a year-over-year increase of 7.3% [4] - 'Non-GAAP billings' are estimated at $791.22 million, compared to $752.31 million from the year-ago quarter [4] Customer Metrics - Total Customers are projected to reach 1.78 million, up from 1.60 million reported in the same quarter last year [5] - 'Enterprise & Commercial Customers' are expected to be around 275.08 thousand, compared to 256.00 thousand in the same quarter of the previous year [5] Profit Estimates - The consensus for 'Non-GAAP subscription gross profit' is $652.57 million, compared to $619.11 million from the previous year [6] - 'Non-GAAP professional services and other gross profit' is expected to be -$0.63 million, down from $3.26 million reported in the same quarter last year [6] Stock Performance - DocuSign shares have shown a return of -5.2% over the past month, while the Zacks S&P 500 composite has changed by -0.5% [6] - With a Zacks Rank 3 (Hold), DOCU is anticipated to perform in line with the overall market in the near future [6]