Group 1 - Workiva reported revenue of $215.19 million for the quarter ended June 2025, reflecting a year-over-year increase of 21.2% [1] - The company's EPS for the quarter was $0.19, up from $0.16 in the same period last year, indicating a significant improvement [1] - Workiva's revenue exceeded the Zacks Consensus Estimate of $208.98 million by 2.97%, and the EPS surpassed the consensus estimate of $0.05 by 280% [1] Group 2 - Subscription and support revenue was $198.22 million, exceeding the average estimate of $192.8 million by analysts, with a year-over-year growth of 23.3% [4] - Professional services revenue reached $16.96 million, slightly above the estimated $16.31 million, marking a 1.2% increase compared to the previous year [4] - Gross profit from subscription and support was $166.4 million, surpassing the average estimate of $161.62 million, while gross profit from professional services was $3.8 million, below the estimated $4.25 million [4] Group 3 - Workiva's stock has returned -2% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. The reported revenue compares to the Zacks Consensus Estimate of $1.14 billion, representing a surprise of +1.28%. The company delivered an EPS surprise of +6.67%, with the consensus EPS estimate being $1.05. Shares of Upbound Group have returned -7.4% over the past month versus the Zacks S&P 500 composite's +2.7% ...

Core Insights - Sun Communities reported a revenue of $623.5 million for the quarter ended June 2025, reflecting a decrease of 27.8% year-over-year, while EPS was $1.76 compared to $0.42 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $618.9 million by 0.74%, and the EPS also surpassed the consensus estimate of $1.67 by 5.39% [1] Revenue Breakdown - Real property revenues (excluding transient) were $368.8 million, exceeding the average estimate of $350.97 million, but down 20.2% year-over-year [4] - Real property revenues (transient) reached $81.4 million, above the average estimate of $76.22 million, with an 8.6% decline compared to the previous year [4] - Brokerage commissions and other net revenues were $14.6 million, surpassing the average estimate of $10.5 million, marking a year-over-year increase of 30.4% [4] - Service, retail, dining, and entertainment revenues totaled $54.8 million, exceeding the average estimate of $43.69 million, but showing a significant decline of 70.9% year-over-year [4] - Interest revenues were $16.5 million, below the average estimate of $19.31 million, yet reflecting a substantial increase of 211.3% year-over-year [4] - Home sales revenues amounted to $100.1 million, exceeding the average estimate of $94.33 million, with a 6.9% decline compared to the year-ago quarter [4] Stock Performance - Over the past month, shares of Sun Communities have returned -6.3%, contrasting with the Zacks S&P 500 composite's increase of 3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Guardant Health reported a revenue of $232.09 million for the quarter ended June 2025, reflecting a 31% increase year-over-year and surpassing the Zacks Consensus Estimate of $211.43 million by 9.77% [1] - The company’s EPS was -$0.44, an improvement from -$0.48 in the same quarter last year, with an EPS surprise of 15.38% against the consensus estimate of -$0.52 [1] Revenue Breakdown - Oncology revenue reached $158.69 million, exceeding the three-analyst average estimate of $153.38 million [4] - Licensing and other revenue was $2.57 million, surpassing the average estimate of $1.81 million from three analysts [4] - Screening revenue amounted to $14.81 million, significantly higher than the three-analyst average estimate of $8.31 million [4] - Biopharma and data revenue totaled $56.02 million, exceeding the average estimate of $48.06 million from three analysts [4] Stock Performance - Over the past month, shares of Guardant Health have declined by 14.6%, while the Zacks S&P 500 composite increased by 3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Ventas reported revenue of $1.42 billion for the quarter ended June 2025, marking an 18.3% increase year-over-year, with EPS at $0.87 compared to $0.05 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.37 billion, resulting in a surprise of +3.47%, while the EPS also surpassed the consensus estimate of $0.85 by +2.35% [1] Revenue Breakdown - Resident fees and services generated $1.03 billion, exceeding the average estimate of $977.05 million, reflecting a year-over-year increase of +26.3% [4] - Interest and other income amounted to $5.87 million, surpassing the average estimate of $2.98 million, with a year-over-year change of +21.7% [4] - Rental income from outpatient medical & research portfolio was $220.81 million, slightly below the average estimate of $222.56 million, showing a +0.9% year-over-year change [4] - Income from loans and investments reached $4.4 million, exceeding the average estimate of $4.31 million, with a significant year-over-year increase of +206.1% [4] - Total rental income was $373.52 million, slightly below the average estimate of $376.31 million [4] - Third-party capital management revenues were $4.4 million, in line with the average estimate of $4.38 million, reflecting a +1.5% change year-over-year [4] - Rental income from triple-net leased properties was $152.7 million, slightly below the average estimate of $153.51 million, indicating a -0.8% change year-over-year [4] - Net Earnings Per Share (Diluted) was reported at $0.15, exceeding the average estimate of $0.13 [4] Stock Performance - Ventas shares have returned +6.3% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [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]

Core Insights - Clarivate PLC (CLVT) reported revenue of $621.4 million for the quarter ended June 2025, reflecting a year-over-year decline of 4.4% and an EPS of $0.18 compared to $0.20 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $590.76 million by 5.19%, while the EPS met the consensus estimate [1] Revenue Breakdown - Academia & Government revenues were $318.5 million, surpassing the average estimate of $308.52 million, but showing a year-over-year decline of 7.6% [4] - Intellectual Property revenues reached $202.5 million, exceeding the average estimate of $190.4 million, with a slight year-over-year increase of 0.5% [4] - Life Sciences & Healthcare revenues totaled $100.4 million, above the average estimate of $92.85 million, but down 3.7% year over year [4] - Subscription revenues were reported at $405.7 million, slightly above the average estimate of $402.83 million, with no year-over-year change [4] - Re-occurring revenues amounted to $108.9 million, close to the average estimate of $109.35 million, reflecting a year-over-year increase of 0.3% [4] - Transactional and other revenues were $106.8 million, significantly exceeding the average estimate of $74.37 million, but showing a substantial decline of 21.5% compared to the previous year [4] Stock Performance - Clarivate's shares have returned -6.2% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.4% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Analysts forecast LPL Financial Holdings Inc. (LPLA) will report quarterly earnings of $4.21 per share, reflecting an 8.5% year-over-year increase, with revenues expected to reach $3.77 billion, a 28.4% increase compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted upward by 1.1%, indicating a reassessment of initial projections by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions to the stock, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Revenue- Commission' at $1.05 billion, indicating a year-over-year change of +33.2% [5]. - 'Revenue- Service and fee' is projected at $149.76 million, reflecting a +10.9% change year-over-year [5]. - 'Revenue- Asset-based fees' is expected to reach $712.84 million, showing an +18.6% increase from the previous year [5]. - 'Revenue- Advisory' is forecasted at $1.72 billion, suggesting a +33.6% year-over-year change [6]. - The consensus for 'Revenue- Transaction' stands at $66.54 million, indicating a +12.9% change from the prior year [6]. Asset Metrics - Total Advisory and Brokerage Assets are expected to reach $1,893.67 billion, up from $1,497.80 billion in the same quarter last year [7]. - 'Total Advisory and Brokerage Assets - Advisory Assets' is projected at $1,042.21 billion, compared to $829.10 billion a year ago [7]. - The number of advisors is expected to reach 29,894, up from 23,462 in the previous year [7]. - 'Net New Assets (NNA) - Net new advisory assets' is forecasted at $22.57 billion, down from $26.80 billion in the same quarter last year [7]. Net New Assets - Analysts predict 'Total Net New Assets' will arrive at $26.19 billion, compared to $34.00 billion a year ago [8]. - 'Net New Assets (NNA) - Net new brokerage assets' is expected to reach $3.61 billion, down from $7.20 billion in the previous year [8]. Stock Performance - Shares of LPL Financial have experienced a +4.1% change in the past month, compared to a +4.9% move of the Zacks S&P 500 composite [8].

Core Insights - Universal Health Services (UHS) reported $4.28 billion in revenue for Q2 2025, a year-over-year increase of 9.6% [1] - Earnings per share (EPS) for the same period was $5.35, compared to $4.31 a year ago, representing a surprise of +10.31% over the consensus estimate of $4.85 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $4.22 billion by +1.51% [1] Financial Performance Metrics - Behavioral health admissions were 118,974, below the estimated 122,616 [4] - Net revenues from behavioral health services reached $1.88 billion, slightly above the average estimate of $1.86 billion, with a year-over-year change of +8.6% [4] - Net revenues from acute care hospital services were $2.4 billion, exceeding the estimated $2.37 billion, reflecting a +10.5% change compared to the previous year [4] - Operating income for behavioral health care services was $396.46 million, surpassing the estimated $368.68 million [4] - Operating income for acute care hospital services was $225.22 million, slightly below the average estimate of $226.87 million [4] Stock Performance - Shares of Universal Health Services have returned -12.6% over the past month, contrasting with the Zacks S&P 500 composite's +4.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Analysts project that Sprouts Farmers (SFM) will report quarterly earnings of $1.23 per share, reflecting a year-over-year increase of 30.9% [1] - Revenue is expected to reach $2.17 billion, marking a 14.4% increase from the same quarter last year [1] Earnings Projections - The consensus EPS estimate has been revised upward by 0.3% over the past 30 days, indicating a collective reassessment by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Key Metrics - Comparable store sales growth is forecasted to be 8.1%, up from 6.7% a year ago [5] - Analysts estimate that the number of stores at the end of the period will reach 453, compared to 419 the previous year [5] - The number of new stores opened is projected to be 10, an increase from 5 in the same quarter last year [5] - The average prediction for stores at the beginning of the period is 443, compared to 414 a year ago [6] Market Performance - Sprouts Farmers shares have increased by 2.5% in the past month, while the Zacks S&P 500 composite has risen by 4.6% [6] - With a Zacks Rank 1 (Strong Buy), SFM is expected to outperform the overall market in the near term [6]

For the quarter ended June 2025, Heritage Commerce (HTBK) reported revenue of $47.78 million, up 14.5% over the same period last year. EPS came in at $0.21, compared to $0.15 in the year-ago quarter.The reported revenue represents a surprise of +2.21% over the Zacks Consensus Estimate of $46.75 million. With the consensus EPS estimate being $0.19, the EPS surprise was +10.53%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stre ...