Core Viewpoint - Global Payments (GPN) is expected to report quarterly earnings of $2.68 per share, reflecting a 3.5% increase year-over-year, with revenues projected at $2.2 billion, a 0.7% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 2.2%, indicating a collective reassessment by analysts [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 performance [3]. Revenue Projections - Analysts estimate 'Non-GAAP Revenues - Merchant Solutions' at $1.68 billion, a year-over-year change of +0.1% [5]. - 'Non-GAAP Revenues - Issuer Solutions' is projected to reach $528.21 million, indicating a +2.4% change year-over-year [5]. - The average estimate for 'Revenues - Issuer Solutions' is $607.50 million, suggesting a +0.8% change year-over-year [5]. Geographic Revenue Insights - 'Revenues - Merchant Solutions' is estimated at $1.82 billion, reflecting a -0.5% change year-over-year [6]. - 'Geographic Revenue - Europe' is forecasted to be $399.04 million, indicating a +3.7% change year-over-year [6]. - 'Geographic Revenue - Americas' is expected to reach $1.95 billion, showing a -1.4% change from the prior year [6]. - 'Geographic Revenue - Asia Pacific' is projected at $60.09 million, indicating a -0.4% change year-over-year [7]. Operating Income Estimates - The consensus for 'Non-GAAP Operating Income - Merchant Solutions' stands at $802.11 million, compared to $790.41 million reported in the same quarter last year [7]. - 'Non-GAAP Operating Income - Issuer Solutions' is estimated at $246.04 million, up from $241.40 million in the previous year [8]. - 'Operating Income - Merchant Solutions' is expected to be $599.26 million, compared to $580.44 million reported last year [8]. - 'Operating Income - Issuer Solutions' is projected at $109.78 million, compared to $106.10 million in the same quarter last year [9]. Stock Performance - Shares of Global Payments have declined by -23.4% over the past month, contrasting with the Zacks S&P 500 composite's -0.7% change [9].

Core Insights - Wall Street analysts anticipate IQVIA Holdings (IQV) to report quarterly earnings of $2.63 per share, reflecting a year-over-year increase of 3.5% [1] - Expected revenues for the quarter are projected at $3.77 billion, which represents a 0.9% increase from the previous year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 0.1%, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [3] Revenue Projections - Analysts estimate 'Revenues- Technology & Analytics Solutions' to be $1.52 billion, indicating a year-over-year increase of 4.4% [5] - The consensus for 'Revenues- Research & Development Solution' is projected at $2.08 billion, suggesting a decline of 0.9% year over year [5] - 'Revenues- Contract Sales & Medical Solutions' is expected to reach $183.42 million, reflecting a year-over-year decrease of 3% [5] Segment Profit Estimates - The estimated 'Backlog' for IQVIA is $31.43 billion, up from $30.1 billion in the same quarter last year [6] - Analysts project 'Segment Profit- Technology & Analytics Solution' to be $365.56 million, an increase from $335 million reported in the same quarter last year [6] - 'Segment Profit- Contract Sales & Medical Solutions' is expected to be $15.65 million, compared to $13 million in the same quarter last year [7] - The average prediction for 'Segment Profit- Research & Development Solutions' is $471.69 million, slightly down from $479 million reported in the same quarter last year [7] Stock Performance - IQVIA shares have decreased by 11.1% over the past month, contrasting with a decline of 0.7% in the Zacks S&P 500 composite [7] - With a Zacks Rank of 4 (Sell), IQV is expected to underperform the overall market in the near term [7]

Analysts on Wall Street project that American Electric Power (AEP) will announce quarterly earnings of $1.39 per share in its forthcoming report, representing an increase of 9.5% year over year. Revenues are projected to reach $5.34 billion, increasing 6.7% from the same quarter last year.The current level reflects an upward revision of 13.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial ...

Core Insights - Analysts expect Waters (WAT) to report quarterly earnings of $2.22 per share, reflecting a year-over-year increase of 0.5% [1] - Projected revenues for the quarter are $654.63 million, which is a 2.8% increase from the previous year [1] - The consensus EPS estimate has been revised 0.2% higher in the last 30 days, indicating a collective reevaluation by analysts [1][2] Revenue Estimates - 'Net Sales- Water Division' is expected to reach $578.15 million, indicating a year-over-year change of +2.9% [4] - 'Net Sales- TA Division' is projected at $77.60 million, reflecting a year-over-year increase of +3.5% [4] - 'Net Sales- Product sales' is forecasted to be $379.44 million, suggesting a change of +0.9% year over year [4] Service and Product Sales Estimates - 'Net Sales- Service net sales- TA service' is estimated at $23.34 million, indicating a year-over-year decline of -3.8% [5] - 'Net Sales- Product Net Sales- Chemistry consumables' is expected to reach $138.45 million, reflecting a year-over-year increase of +3.2% [5] - 'Net Sales- Product Net Sales- TA instrument systems' is projected at $52.82 million, indicating a year-over-year change of +4.2% [6] - 'Net Sales- Service net sales- Waters service' is expected to be $249.33 million, reflecting a year-over-year increase of +5.5% [6] - 'Net Sales- Product Net Sales- Waters instrument systems' is forecasted at $188.18 million, indicating a year-over-year decline of -1.6% [7] Stock Performance - Waters shares have decreased by -4.1% over the past month, compared to a -0.7% change in the Zacks S&P 500 composite [8] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [8]

The upcoming report from Electronic Arts (EA) is expected to reveal quarterly earnings of $1.11 per share, indicating a decline of 19% compared to the year-ago period. Analysts forecast revenues of $1.56 billion, representing a decrease of 6.2% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 148% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company ...

Core Insights - Ares Management (ARES) is expected to report quarterly earnings of $0.94 per share, reflecting a 17.5% increase year over year, with revenues projected at $913.68 million, a 24.1% year-over-year increase [1] - Over the past month, the consensus EPS estimate has been revised downward by 4.3%, indicating a reassessment by analysts [1][2] Financial Performance Estimates - Analysts forecast 'Financial Details Segments- Other fees' to reach $26.37 million, a 32.7% increase year over year [4] - The estimate for 'Financial Details Segments- Fee related performance revenues' is $12.38 million, indicating a significant increase of 233% from the prior-year quarter [4] - 'Financial Details Segments- Management fees' is projected to be $817.56 million, reflecting a 17.9% increase from the previous year [5] - 'Financial Details Segments- Performance income-realized' is expected to reach $70.69 million, a 204.9% increase year over year [5] Assets Under Management (AUM) Estimates - The consensus estimate for 'FPAUM Rollforward - Ending Balance - Total' is $327.60 billion, up from $267.12 billion in the same quarter last year [6] - 'FPAUM Rollforward - Ending Balance - Credit Group' is expected to be $217.62 billion, compared to $189.83 billion a year ago [6] - 'FPAUM Rollforward - Ending Balance - Private Equity Group' is projected at $13.08 billion, up from $12.57 billion year over year [7] - 'FPAUM Rollforward - Ending Balance - Real Assets Group' is expected to reach $66.98 billion, compared to $40.84 billion in the same quarter last year [7] - 'FPAUM Rollforward - Ending Balance - Secondaries Group' is estimated at $23.20 billion, up from $19.89 billion year over year [8] - The total 'AUM Rollforward - Ending Balance' is expected to be $536.48 billion, compared to $428.34 billion a year ago [8] Recent Stock Performance - Shares of Ares Management have shown a return of +2.2% over the past month, contrasting with the S&P 500 composite's -0.2% change [9] - Ares Management holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [10]

Core Viewpoint - Realty Income Corp. is expected to report a quarterly earnings per share of $0.97, reflecting a decline of 5.8% year-over-year, while revenues are forecasted to increase by 9.3% to $1.38 billion [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 9.5%, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions and have shown a strong correlation with short-term stock performance [3]. Revenue Projections - Analysts project 'Revenue- Rental (including reimbursable)' to be $1.31 billion, representing an 8.1% increase from the previous year [5]. - 'Revenue- Other' is expected to reach $57.70 million, indicating a 10.3% year-over-year change [5]. - 'Revenue- Rental (excluding reimbursable)' is forecasted at $1.25 billion, reflecting a 10.2% increase compared to the prior year [5]. - The estimated 'Revenue- Rental (reimbursable)' is $77.40 million, showing a 6.4% year-over-year change [6]. Depreciation and Amortization - Analysts suggest that 'Depreciation and amortization' will likely reach $616.45 million, up from $581.06 million reported in the same quarter last year [6]. Stock Performance - Over the past month, Realty Income Corp. shares have returned +0.4%, while the Zacks S&P 500 composite has seen a -0.2% change [7]. - The company currently holds a Zacks Rank 3 (Hold), indicating that its performance may align with the overall market in the near future [7].

Wall Street analysts expect Coterra Energy (CTRA) to post quarterly earnings of $0.76 per share in its upcoming report, which indicates a year-over-year increase of 49%. Revenues are expected to be $1.92 billion, up 34.1% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 8.2% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's ea ...

Core Insights - Analysts forecast Tyson Foods (TSN) will report quarterly earnings of $0.85 per share, reflecting a year-over-year increase of 37.1% [1] - Anticipated revenues are projected to be $13.1 billion, showing a slight increase of 0.2% compared to the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [2] - Revisions to earnings estimates are crucial for predicting investor actions, with empirical research showing a strong correlation between earnings estimate trends and short-term stock performance [3] Sales Projections - Analysts project 'Sales- Chicken' to reach $4.05 billion, indicating a decrease of 0.3% from the prior-year quarter [4] - 'Sales- Beef' is estimated at $4.97 billion, reflecting a slight increase of 0.3% from the previous year [5] - 'Sales- International/Other' is expected to be $582.90 million, with a year-over-year increase of 0.5% [5] - 'Sales- Prepared Foods' is projected to reach $2.46 billion, indicating a year-over-year change of 2.3% [5] - 'Sales- Pork' is estimated at $1.47 billion, showing a decrease of 1.1% from the prior-year quarter [6] Adjusted Operating Income - 'Adjusted Operating Income (Loss)- Pork' is expected to be $40.74 million, compared to $33 million from the previous year [6] - 'Adjusted Operating Income (Loss)- International/Other' is projected at $14.62 million, up from $14 million in the same quarter last year [7] - 'Adjusted Operating Income (Loss)- Prepared Foods' is likely to reach $255.29 million, compared to $233 million in the same quarter last year [7] - 'Adjusted Operating Income (Loss)- Chicken' is estimated at $305.64 million, significantly higher than the year-ago figure of $160 million [8] Stock Performance - Tyson shares have experienced a decline of 4% in the past month, contrasting with the Zacks S&P 500 composite's decrease of 0.2% [8] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [8]

Core Viewpoint - Live Nation (LYV) is expected to report a quarterly loss of $0.32 per share, a 39.6% increase in losses year-over-year, with revenues projected at $3.49 billion, reflecting an 8.3% decrease compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 2.1% 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 studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - The consensus estimate for 'Revenue- Concerts' is $2.51 billion, down 12.7% from the prior-year quarter [5]. - 'Revenue- Sponsorship & Advertising' is estimated at $216.47 million, showing a year-over-year increase of 2.4% [5]. - 'Revenue- Ticketing' is projected to reach $775.90 million, reflecting a 7.3% increase year-over-year [5]. Attendance and Ticketing Metrics - 'Concerts - Estimated fans - Total' is expected to reach 23.37 million, up from 22.93 million a year ago [6]. - 'Ticketing - Estimated number of fee-bearing tickets' is forecasted at 79.59 million, compared to 76.58 million last year [6]. - 'Concerts - Estimated events - Total' is projected at 11.75 million, an increase from 11.2 million year-over-year [7]. - 'Concerts - Estimated fans - North America' is expected to reach 11.15 million, up from 10.89 million in the same quarter last year [7]. - 'Concerts - Estimated events - International' is estimated at 4.3 million, compared to 4.03 million last year [8]. - 'Concerts - Estimated events - North America' is projected at 7.51 million, an increase from 7.18 million year-over-year [8]. - 'Concerts - Estimated fans - International' is expected to be 12.57 million, up from 12.04 million last year [9]. - 'Ticketing - Estimated number of non-fee-bearing tickets' is forecasted at 84.7 million, compared to 78.43 million last year [9]. - 'Ticketing - Total estimated tickets sold' is projected to reach 164.34 million, an increase from 155.01 million year-over-year [10]. Stock Performance - Live Nation shares have changed by +2.1% in the past month, contrasting with a -0.8% move of the Zacks S&P 500 composite [10].