Group 1 - Analysts project Chewy (CHWY) will announce quarterly earnings of $0.33 per share, a 37.5% increase year over year [1] - Revenues are expected to reach $3.08 billion, reflecting a 7.8% increase from the same quarter last year [1] - There has been no revision in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Group 2 - The estimated 'Net Sales- Consumables' is projected at $2.14 billion, representing a 6.3% year-over-year change [4] - 'Net Sales- Other' is expected to reach $612.40 million, indicating a 13% increase year over year [4] - The consensus estimate for 'Net Sales- Hardgoods' stands at $328.46 million, suggesting a 9.3% year-over-year change [4] Group 3 - Analysts expect 'Active Customers' to total 20,821, up from 20,002 in the same quarter last year [5] - 'Net sales per active customer' is projected to reach $588.68, compared to $565.00 a year ago [5] - Chewy shares have returned +15% over the past month, outperforming the Zacks S&P 500 composite's +2.8% change [5]

Core Viewpoint - Oracle (ORCL) is expected to report quarterly earnings of $1.47 per share, a 5.8% increase year-over-year, with revenues projected at $15.01 billion, reflecting a 12.8% year-over-year growth [1]. Earnings Estimates - The consensus EPS estimate for the quarter has not changed in the past 30 days, indicating stability in analysts' projections [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue Projections - Analysts estimate 'Revenue- Hardware' at $655.03 million [4]. - 'Revenue- Cloud license and on-premise license' is forecasted at $875.77 million, a 0.7% increase from the previous year [5]. - 'Cloud Services and License Support Revenues by Ecosystem' is expected to reach $12.23 billion, showing a 16.3% year-over-year increase [5]. - 'Revenue- Services' is projected to be $1.27 billion, reflecting a 0.4% increase from the prior year [5]. Cloud Services Breakdown - 'Cloud Services and License Support Revenues by Ecosystem- Applications cloud services and license support' is estimated at $5.12 billion, a 7.4% increase year-over-year [6]. - 'Cloud Services and License Support Revenues by Ecosystem- Infrastructure cloud services and license support' is expected to reach $7.04 billion, indicating a 22.5% year-over-year growth [6]. Geographic Revenue Estimates - 'Geographic Revenue- Americas' is projected at $9.47 billion, a 13.1% increase year-over-year [7]. - 'Geographic Revenue- Asia-Pacific' is expected to be $1.80 billion, reflecting a 5.6% increase from the previous year [7]. - 'Geographic Revenue- Europe, Middle East and Africa' is forecasted at $3.71 billion, indicating a 15% year-over-year growth [7]. Stock Performance - Oracle shares have decreased by 10.6% over the past month, contrasting with a 2.8% increase in the Zacks S&P 500 composite [8]. - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [8].

Core Insights - Wall Street analysts anticipate Synopsys (SNPS) to report quarterly earnings of $3.84 per share, reflecting a year-over-year increase of 12% [1] - Expected revenues for Synopsys are projected at $1.77 billion, which represents a 15.9% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the past 30 days, indicating stability in analysts' projections [1] Revenue Projections - Analysts estimate 'Revenue- Maintenance and service' to be $290.38 million, indicating a year-over-year change of +3.7% [4] - The projected 'Revenue- Total products revenue' is $1.48 billion, suggesting a +19% change from the previous year [4] - 'Revenue by segment- Design IP' is expected to reach $539.28 million, reflecting a +16.5% year-over-year increase [4] - 'Revenue by segment- Design Automation' is forecasted to be $1.23 billion, indicating a +16.2% change from the prior-year quarter [5] - 'Revenue- Upfront products' is estimated at $532.56 million, suggesting a +20.4% year-over-year increase [5] - 'Revenue- Time-based products' is projected to reach $945.56 million, reflecting a +17.7% year-over-year change [5] Stock Performance - Over the past month, shares of Synopsys have decreased by 5.4%, contrasting with the Zacks S&P 500 composite's increase of 3.6% [6] - Synopsys currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [6]

Core Insights - Dell Technologies is expected to report quarterly earnings of $2.31 per share, reflecting a 22.2% increase year-over-year, with revenues projected at $29.32 billion, a 17.2% increase from the previous year [1] Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised upward by 1.2%, indicating analysts' reassessment of projections [1][2] - Changes in earnings estimates are crucial for predicting investor reactions and have a strong correlation with short-term stock performance [2] Revenue Projections - Analysts estimate 'Net Revenue- Client Solutions Group' will reach $12.89 billion, a year-over-year increase of 3.9% [4] - 'Net Revenue- Infrastructure Solutions Group' is projected at $15.95 billion, indicating a significant year-over-year increase of 37% [4] Segment Analysis - 'Net Revenue- Infrastructure Solutions Group- Servers and networking' is expected to be $11.86 billion, reflecting a 54.6% increase from the previous year [5] - 'Net Revenue- Infrastructure Solutions Group- Storage' is projected at $4.09 billion, showing a 2.9% year-over-year increase [5] - 'Net Revenue- Client Solutions Group- Commercial' is expected to reach $11.31 billion, a 7.1% increase from the prior year [6] - Conversely, 'Net Revenue- Client Solutions Group- Consumer' is projected at $1.59 billion, indicating a decline of 14.5% year-over-year [6] Operating Income Estimates - Analysts predict 'Operating Income- Client Solutions Group' will be $710.88 million, down from $767.00 million in the same quarter last year [7] - 'Operating Income- Infrastructure Solutions Group' is expected to be $1.57 billion, up from $1.28 billion year-over-year [7] Stock Performance - Dell Technologies shares have seen a -0.3% change over the past month, compared to a +2.7% increase in the Zacks S&P 500 composite [7] - With a Zacks Rank 2 (Buy), Dell is anticipated to outperform the overall market in the near future [7]

Core Viewpoint - Analysts forecast that NetApp (NTAP) will report quarterly earnings of $1.54 per share, reflecting a year-over-year decline of 1.3%, with anticipated revenues of $1.54 billion, a decrease of 0.1% compared to the previous year [1]. Earnings Projections - The consensus EPS estimate for the quarter has not changed over the past 30 days, indicating stability in analysts' projections [2]. - Revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Estimates - Analysts predict 'Net revenues- Services' at $884.44 million, a year-over-year increase of 1.4% [5]. - 'Net revenues- Product' is expected to be $654.94 million, indicating a decline of 2.1% year over year [5]. - 'Net revenues- Public Cloud' is projected to reach $170.45 million, reflecting a growth of 7.2% year over year [5]. - 'Net revenues- Hybrid Cloud' is forecasted at $1.37 billion, a decrease of 0.5% from the previous year [6]. Geographic Revenue Insights - The consensus for 'Geographic Revenue- United States, Canada and Latin America' is $782.49 million, suggesting a year-over-year increase of 2.6% [6]. - 'Geographic Revenue- Asia Pacific' is expected to be $235.61 million, indicating a significant decline of 11.1% year over year [6]. - 'Geographic Revenue- Europe, Middle East and Africa' is projected at $517.03 million, reflecting a modest increase of 0.8% year over year [7]. Margin and Change Estimates - Analysts estimate 'Gross margin - Product - Non-GAAP' to be 56.0%, down from 59.9% year over year [7]. - 'Gross margin - Services - Non-GAAP' is expected to reach 82.8%, slightly up from 81.7% year over year [7]. - The estimated 'Product - % Change' is -1.8%, contrasting with the previous year's figure of 13.0% [8]. - 'Total Revenue - % Change' is projected at 0.3%, compared to 8.0% year over year [8]. Stock Performance - NetApp shares have increased by 3% in the past month, outperforming the Zacks S&P 500 composite, which moved up by 1.1% [8].

Core Insights - Pure Storage (PSTG) is expected to report quarterly earnings of $0.39 per share, reflecting an 11.4% decline year over year, while revenues are forecasted to reach $845.76 million, indicating a 10.7% increase compared to the previous year [1] - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, suggesting stability in analysts' projections [1][2] Revenue Estimates - Analysts project 'Revenue- Product' to be $427.18 million, a 6.1% increase from the prior-year quarter [4] - 'Revenue- Subscription services' is estimated to reach $418.58 million, reflecting a 15.9% increase year over year [4] - 'Geographic Revenue- Rest of the world' is expected to be $244.58 million, indicating an 8.2% year-over-year change [4] - 'Geographic Revenue- United States' is projected at $600.65 million, showing an 11.7% increase from the year-ago quarter [5] Profit Estimates - Non-GAAP Gross profit from Subscription services is estimated at $319.88 million, up from $275.83 million reported in the same quarter last year [5] - Non-GAAP Gross profit from Product is expected to be $277.24 million, slightly down from $279.85 million reported in the previous year [6] Market Performance - Shares of Pure Storage have experienced a -2.2% return over the past month, contrasting with a +1.1% change in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 3 (Hold), indicating expectations to mirror overall market performance in the near future [6]

Core Insights - Heico Corporation (HEI) is expected to report quarterly earnings of $1.12 per share, reflecting a 15.5% increase year-over-year, with revenues projected at $1.11 billion, a 12.2% increase compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate for the quarter has been revised upward by 0.2%, indicating analysts' reassessment of their initial forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Key Metrics - Analysts predict 'Net Sales- Electronic Technologies Group (ETG)' to be $346.93 million, representing a year-over-year increase of 7.7% [5]. - The estimated 'Net Sales- Flight Support Group (FSG)' is $780.64 million, indicating a year-over-year change of 14.5% [5]. - 'Operating income- Flight Support Group' is forecasted to reach $184.62 million, compared to $153.59 million from the previous year [5]. - 'Operating income- Electronic Technologies Group' is expected to be $87.72 million, up from $75.79 million year-over-year [6]. Stock Performance - Heico shares have decreased by 3.8% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2% [6]. - Heico holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [6].

Core Insights - Cisco Systems (CSCO) reported $14.67 billion in revenue for the quarter ended July 2025, marking a year-over-year increase of 7.6% and an EPS of $0.99 compared to $0.87 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Revenue Breakdown - Revenue from Networking products was $7.63 billion, surpassing the average estimate of $7.19 billion, with a year-over-year change of +12.2% [4] - Revenue from Observability products was $259 million, below the estimated $288.55 million, reflecting a +4.4% change year-over-year [4] - Revenue from Services was $3.79 billion, slightly below the average estimate of $3.88 billion, with a year-over-year change of +0.1% [4] - Revenue from Security products was $1.95 billion, below the estimated $2.2 billion, showing a +9.2% change year-over-year [4] - Total Product revenue was $10.89 billion, exceeding the average estimate of $10.72 billion, with a year-over-year change of +10.4% [4] - Revenue from Collaboration products was $1.04 billion, matching the average estimate, with a +2.3% change year-over-year [4] Gross Margin Insights - Non-GAAP Gross Margin for Services was $2.68 billion, slightly below the average estimate of $2.75 billion [4] - Non-GAAP Gross Margin for Products was $7.35 billion, exceeding the average estimate of $7.18 billion [4] Stock Performance - Cisco shares have returned +6.3% over the past month, outperforming the Zacks S&P 500 composite's +3.1% change, with a Zacks Rank 2 (Buy) indicating potential for further outperformance [3]

Group 1 - M/A-Com reported $252.08 million in revenue for the quarter ended June 2025, a year-over-year increase of 32.3% [1] - The EPS for the same period was $0.90, compared to $0.66 a year ago, indicating a positive trend in earnings [1] - The reported revenue exceeded the Zacks Consensus Estimate of $250.06 million by +0.81% [1] Group 2 - The consensus EPS estimate was $0.89, resulting in an EPS surprise of +1.12% [1] - M/A-Com's stock has returned -6.9% over the past month, while the Zacks S&P 500 composite increased by +1.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Group 3 - Revenue from Telecommunications was $68.05 million, surpassing the average estimate of $65.82 million, reflecting a year-over-year change of +34.6% [4] - Revenue from Industrial & Defense was $108.21 million, slightly below the average estimate of $108.44 million, with a year-over-year change of +19% [4] - Revenue from Data Center was $75.82 million, close to the average estimate of $75.84 million, showing a year-over-year increase of +54.7% [4]

Core Insights - CAE is expected to report quarterly earnings of $0.15 per share, indicating no change from the previous year, with revenues forecasted at $810.12 million, reflecting a 3.3% year-over-year increase [1] - There has been a 3.4% upward revision in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their initial forecasts [1][2] Financial Metrics - Analysts predict 'Civil Aviation Training Solutions - Simulator equivalent unit (SEU)' at 300, up from 279 in the same quarter last year [4] - The estimated 'Civil Aviation Training Solutions - FFS deliveries' is 7, down from 8 in the same quarter of the previous year [4] - The consensus estimate for 'Civil Aviation Training Solutions - Utilization rate' is 75.6%, slightly lower than the 76.0% reported in the same quarter last year [5] - Analysts project 'Civil Aviation Training Solutions - FFSs in CAE's network' to reach 364, compared to 349 a year ago [5] Stock Performance - CAE shares have decreased by 2.3% over the past month, contrasting with a 1.9% increase in the Zacks S&P 500 composite [5] - CAE holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [5]