Core Insights - Shopify (SHOP) is expected to report quarterly earnings of $0.26 per share, reflecting a 30% increase year-over-year, with revenues projected at $2.33 billion, a 25.2% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 2% in the last 30 days, indicating a reassessment 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 performance [3] Revenue Projections - Analysts forecast 'Revenues- Merchant solutions' to reach $1.71 billion, a year-over-year increase of 26.7% [5] - 'Revenues- Subscription solutions' are projected to be $621.37 million, reflecting a 21.6% increase from the prior-year quarter [5] Gross Merchandise Volume (GMV) and Gross Payments Volume (GPV) - The estimated 'Gross Merchandise Volume (GMV)' is $74.66 billion, up from $60.86 billion in the same quarter last year [6] - 'Gross Payments Volume (GPV)' is expected to be $46.44 billion, compared to $36.24 billion a year ago [6] Monthly Recurring Revenue (MRR) and Shopify Plus Contribution - The consensus estimate for 'Monthly Recurring Revenue (MRR)' is $179.99 million, up from $151 million year-over-year [7] - 'Shopify Plus contributed' is expected to be $59.04 million, compared to $48 million in the same quarter last year [7] Gross Profit Estimates - Analysts expect 'Gross Profit- Merchant solutions' to be $661.73 million, up from $541 million year-over-year [8] - The consensus for 'Gross Profit- Subscription solutions' is $542.99 million, compared to $416 million in the previous year [8] Stock Performance - Shopify shares have increased by 29.1% in the past month, significantly outperforming the Zacks S&P 500 composite, which saw a 0.4% increase [8]

Core Insights - TransMedics (TMDX) is expected to report quarterly earnings of $0.29 per share, reflecting a decline of 17.1% year over year, while revenues are forecasted to reach $123.56 million, an increase of 27.6% year over year [1] Group 1: Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their projections [1][2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical studies showing a strong relationship between earnings estimate revisions and short-term price performance [2] Group 2: Revenue Projections - Analysts project 'Net revenue by OCS product- OCS Lung net revenue' to be $5.19 million, indicating a decline of 8.4% year over year [4] - The consensus estimate for 'Net revenue by OCS product- OCS Liver net revenue' is $87.87 million, reflecting an increase of 31.3% from the previous year [4] - Estimated 'Net revenue by OCS product- OCS Heart net revenue' is $30.01 million, suggesting a year-over-year increase of 28.6% [4] Group 3: Geographic Revenue Estimates - Analysts expect 'Geographic Revenues- United States' to be $119.11 million, indicating a growth of 29.7% from the prior year [5] - The estimate for 'Geographic Revenues- All other countries' is projected at $4.09 million, reflecting a slight decline of 0.1% from the previous year [5] Group 4: Stock Performance - Shares of TransMedics have increased by 33% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.4% increase [6] - TransMedics holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [6]

Core Viewpoint - Analysts forecast Flex (FLEX) will report quarterly earnings of $0.69 per share, reflecting a year-over-year increase of 21.1% and revenues of $6.23 billion, a 1% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised 2.2% lower over the last 30 days, indicating a reevaluation of initial estimates by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock price performance [3] Revenue and Segment Performance - Analysts project 'Net Sales- Flex Reliability Solutions' to reach $2.79 billion, a decrease of 4.6% year-over-year [5] - 'Net Sales- Flex Agility Solutions' is expected to reach $3.45 billion, indicating a year-over-year increase of 6.5% [5] - 'Segment income- Flex Reliability Solutions' is estimated at $180.03 million, up from $171 million year-over-year [6] - 'Segment income- Flex Agility Solutions' is projected at $208.22 million, compared to $181 million in the same quarter last year [6] Stock Performance - Over the past month, shares of Flex have returned +37.7%, significantly outperforming the Zacks S&P 500 composite's +0.4% change [6] - Flex currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]

Analysts on Wall Street project that Restaurant Brands (QSR) will announce quarterly earnings of $0.78 per share in its forthcoming report, representing an increase of 6.9% year over year. Revenues are projected to reach $2.15 billion, increasing 23.9% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during thi ...

Core Viewpoint - Bumble Inc. (BMBL) is expected to report a quarterly earnings per share (EPS) of $0.16, reflecting a 15.8% decline year over year, with revenues projected at $246.29 million, down 8% from the previous year [1] Earnings Estimates - Analysts have revised the consensus EPS estimate downward by 4.1% over the past 30 days, indicating a collective reassessment of projections [1][2] Revenue Projections - Revenue from the Badoo App and Other is estimated at $46.80 million, representing a 10% decrease year over year [4] - Revenue from the Bumble App is forecasted to be $200.36 million, indicating a year-over-year decline of 7.2% [4] User Metrics - The estimated Total Paying Users is projected to be 4.02 million, consistent with the same quarter last year [6] - Badoo App and Other Paying Users are expected to reach 1.34 million, up from 1.29 million in the previous year [5] - Bumble App Paying Users are estimated at 2.7 million, slightly down from 2.73 million year over year [5] Average Revenue per User - Total Average Revenue per Paying User is expected to be $20.14, down from $21.84 in the previous year [4] - Badoo App and Other Average Revenue per Paying User is projected at $10.85, down from $12.35 year over year [6] - Bumble App Average Revenue per Paying User is estimated to be $24.70, down from $26.34 in the same quarter last year [7] Stock Performance - Over the past month, Bumble shares have increased by 14.8%, outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [7]

Core Insights - Bentley Systems, Incorporated (BSY) is expected to report quarterly earnings of $0.30 per share, reflecting a decline of 3.2% year-over-year, while revenues are forecasted to be $364.69 million, indicating an 8% increase compared to the previous year [1] Revenue Estimates - Analysts project 'Revenues- Subscriptions and licenses' to reach $342.85 million, representing a year-over-year change of +8.3% [4] - The estimated 'Revenues- Services' is $20.27 million, indicating a decline of -4.2% from the prior-year quarter [4] - 'Revenues- Subscriptions' are expected to be $333.21 million, reflecting an increase of +8.5% from the previous year [4] - 'Revenues- Perpetual licenses' are projected at $9.59 million, showing a year-over-year change of +0.9% [5] - Total revenue year-over-year growth is expected to reach 7.5%, slightly up from 7.4% reported in the same quarter last year [5] - 'Annualized Recurring Revenues (ARR)' are anticipated to be $1.30 billion, compared to $1.19 billion from the previous year [5] Subscription Revenue Growth - 'Revenue - Subscriptions - YoY growth' is projected to be 8.5%, down from 10.5% reported in the same quarter last year [6] Stock Performance - Shares of Bentley Systems have returned +12.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.4% change [7] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [7]

Core Insights - Analysts forecast Illumina (ILMN) to report quarterly earnings of $0.96 per share, reflecting a year-over-year increase of 966.7% [1] - Expected revenues are projected at $1.04 billion, indicating a decline of 3.5% compared to the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 0.6% in the past 30 days [2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [3] Revenue Breakdown - Analysts expect 'Revenue- Product revenue- Consumable' to be $763.09 million, showing a year-over-year change of +0.1% [5] - The estimate for 'Revenue- Service and other revenue' is $170.12 million, suggesting a decline of 14.9% year over year [5] - 'Revenue- Product revenue' is predicted to reach $872.04 million, indicating a decrease of 0.5% [5] Core Revenue Metrics - 'Revenues- Core Illumina- Service and other revenue' is expected to be $175.08 million, reflecting a year-over-year increase of 1.2% [6] - 'Revenues- Core Illumina- Total product revenue' is projected at $869.69 million, suggesting a decline of 1.5% year over year [6] Instrument and Consumable Revenue - 'Revenue- Product revenue- Instruments' is likely to be $108.95 million, indicating a change of -4.4% from the prior-year quarter [7] - 'Revenues- Core Illumina- Consumables' is expected to reach $748.87 million, reflecting a decrease of 2.6% [7] Sequencing Revenue Estimates - 'Revenue- Sequencing- Instruments' is projected at $108.51 million, indicating a change of -1.4% from the year-ago quarter [8] - 'Revenue- Sequencing- Consumables' is expected to be $679.85 million, suggesting a decline of 2.6% year over year [8] Microarrays Revenue Forecast - 'Revenue- Microarrays- Instruments' is estimated to reach $3.61 million, indicating a change of -9.9% from the prior-year quarter [9] - 'Revenue- Microarrays- Consumables' is projected at $74.59 million, reflecting a year-over-year change of +5.1% [9] - Overall, 'Revenue- Core Illumina' is expected to be $1.03 billion, indicating a decline of 2.1% year over year [9] Stock Performance - Illumina shares have returned +5% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [9] - With a Zacks Rank 3 (Hold), ILMN is expected to mirror the overall market performance in the near future [10]

Core Insights - Analysts project Kenvue (KVUE) will report quarterly earnings of $0.22 per share, a decline of 21.4% year over year, with revenues expected to reach $3.68 billion, down 5.5% from the same quarter last year [1] Earnings Estimates - Over the last 30 days, there has been a downward revision of 0.1% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by covering analysts [2] - Revisions to earnings estimates are significant indicators for predicting potential investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3] Key Metrics Projections - Analysts estimate 'Net Sales- Self Care' at $1.61 billion, reflecting a change of -5.1% from the year-ago quarter [5] - 'Net Sales- Essential Health' is projected to be $1.07 billion, indicating a year-over-year change of -6.2% [5] - 'Net Sales- Skin Health and Beauty' is expected to reach $980.93 million, showing a change of -6.9% from the prior-year quarter [5] Adjusted Operating Income Estimates - 'Adjusted Operating Income- Self Care' is forecasted to be $557.79 million, down from $606 million in the same quarter last year [6] - 'Adjusted Operating Income- Essential Health' is expected to be $89.22 million, a significant decrease from $256 million reported in the same quarter of the previous year [6] - 'Adjusted Operating Income- Skin Health and Beauty' is anticipated to come in at $121.28 million, compared to $149 million in the same quarter last year [7] Stock Performance - Kenvue shares have shown a return of +7.4% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change, with a Zacks Rank 3 (Hold) indicating expected performance in line with the overall market [7]

Core Viewpoint - Analysts project that Microchip Technology (MCHP) will report quarterly earnings of $0.10 per share, reflecting an 82.5% decline year over year, with revenues expected to reach $961.07 million, down 27.5% from the same quarter last year [1]. Group 1: Earnings Estimates - The consensus EPS estimate for the quarter has been revised downward by 2.3% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting potential investor reactions, as empirical studies show a strong relationship between earnings estimate revisions and short-term stock price performance [3]. Group 2: Key Metrics Projections - Analysts estimate 'Net Sales- Mixed-signal Microcontrollers' will reach $500.65 million, indicating a year-over-year decline of 28% [5]. - 'Net Sales- Other' is expected to be $210.26 million, reflecting a 30.2% decrease from the year-ago quarter [5]. - The average prediction for 'Net Sales- Analog' is $250.64 million, showing a 23.9% decline from the previous year [5]. Group 3: Stock Performance - Microchip Tech shares have returned +32.3% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a +0.4% change [6]. - With a Zacks Rank 3 (Hold), MCHP is anticipated to mirror overall market performance in the near future [6].

Core Viewpoint - Legend Biotech Corporation (LEGN) shows significant upside potential with a mean price target of $79.86, indicating a 135.2% increase from its current price of $33.96 [1] Price Targets - The average of 19 short-term price targets ranges from a low of $55 to a high of $95, with a standard deviation of $11.93, suggesting a variability in estimates [2] - The lowest estimate indicates a 62% increase, while the most optimistic estimate points to a 179.7% upside [2] Analyst Consensus - Analysts have shown strong agreement in revising earnings estimates higher, which is a positive indicator for potential stock upside [4][11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 15.5%, with three estimates moving higher and no negative revisions [12] Zacks Rank - LEGN holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13]