Core Viewpoint - Analysts project that Vulcan Materials (VMC) will report quarterly earnings of $0.80 per share, with revenues expected to reach $1.68 billion, reflecting an 8.7% increase year over year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 0.1% over the past 30 days, 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 'Net sales- Aggregates' at $1.37 billion, representing a 6.4% increase from the previous year [5]. - 'Net sales- Concrete' is projected to reach $186.98 million, indicating a year-over-year change of 26.1% [5]. - 'Net sales- Asphalt' is expected to be $197.61 million, reflecting a 6.1% increase from the prior year [5]. Unit Sales and Shipments - The average unit sales price per ton for Aggregates is expected to be $21.93, up from $20.59 a year ago [6]. - 'Unit shipments - Aggregates' are projected to reach 48,615.59 KTon, compared to 48,100 KTon in the same quarter last year [6]. - 'Unit shipments - Asphalt mix' are forecasted at 2,126.28 KTon, slightly up from 2,100 KTon reported last year [6]. Concrete Metrics - 'Unit shipments - Ready-mixed concrete' are likely to reach 1,050.74 KCuYd, compared to 800 KCuYd in the same quarter last year [7]. - The average unit sales price per ton for Asphalt mix is expected to be $81.15, up from $77.83 a year ago [7]. - The average unit sales price per cubic yard for Ready-mixed concrete is projected at $186.66, compared to $182.73 last year [8]. Profit Estimates - Analysts estimate 'Gross profit- Aggregates' at $339.12 million, up from $303.30 million in the previous year [8]. - The consensus estimate for 'Gross Profit- Asphalt' stands at $1.97 million, down from $4.70 million reported last year [9]. Stock Performance - Over the past month, Vulcan shares have returned +5.2%, contrasting with the Zacks S&P 500 composite's -0.8% change [9].

The upcoming report from Ameren (AEE) is expected to reveal quarterly earnings of $1.08 per share, indicating an increase of 10.2% compared to the year-ago period. Analysts forecast revenues of $1.98 billion, representing an increase of 9.2% year over year.The consensus EPS estimate for the quarter has been revised 15.8% higher 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 c ...

Group 1 - The upcoming report from Cognizant (CTSH) is expected to reveal quarterly earnings of $1.19 per share, indicating an increase of 6.3% compared to the year-ago period [1] - Analysts forecast revenues of $5.07 billion, representing an increase of 6.5% year over year [1] - The consensus EPS estimate for the quarter has been revised 0.5% lower over the last 30 days, reflecting a reevaluation of initial estimates by analysts [1] Group 2 - The consensus estimate for 'Revenue- Products and Resources' stands at $1.27 billion, suggesting a change of +12.2% year over year [4] - The average prediction for 'Revenue- Health Sciences' is $1.55 billion, indicating a change of +9.7% from the year-ago quarter [4] - Analysts suggest that 'Revenue- Financial services' will likely reach $1.43 billion, with a change of +3.2% from the year-ago quarter [4] Group 3 - The consensus among analysts for 'Revenue- Communications, Media and Technology' is expected to reach $835.39 million, indicating a year-over-year change of +1.1% [5] - Shares of Cognizant have demonstrated returns of -5.1% over the past month compared to the Zacks S&P 500 composite's -0.8% change [5] - Cognizant holds a Zacks Rank 3 (Hold), indicating expectations to mirror overall market performance in the near future [5]

Core Viewpoint - Analysts forecast that Cigna (CI) will report quarterly earnings of $6.39 per share, reflecting a year-over-year decline of 1.2%, with revenues expected to reach $60.8 billion, an increase of 6.2% compared to the previous year [1] Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted upward by 0.5%, indicating a reassessment of initial projections by covering analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong relationship between earnings estimate revisions and short-term stock price performance [3] Revenue Forecasts - Analysts estimate 'Revenues- Net investment income' at $255.45 million, down 11.9% year-over-year [5] - 'Revenues- Premiums' are projected to be $10.60 billion, reflecting an 8.6% decline from the prior year [5] - 'Revenues- Evernorth Health Services' are expected to reach $50.54 billion, showing a 9.3% increase year-over-year [5] - 'Revenues- Pharmacy' are forecasted at $45.58 billion, indicating an 8.4% increase from the previous year [6] - 'Revenues- Cigna Healthcare' are expected to be $12.16 billion, down 8.5% year-over-year [6] - 'Revenues- Fees and Other' are projected to reach $3.84 billion, reflecting a 15.6% increase year-over-year [6] - 'Revenues- Evernorth Health Services- Pharmacy' are estimated at $47.34 billion, indicating a 9.7% increase year-over-year [7] Medical Care and Customer Metrics - The 'Medical Care Ratio - Cigna Healthcare' is expected to be 82.4%, up from 79.9% in the same quarter last year [7] - 'Medical Customers - Total' is estimated at 18.33 million, down from 19.18 million in the previous year [8] - 'Medical Customers - International Health administrative services' are projected at 441.84 thousand, compared to 433 thousand last year [8] - 'Covered Lives By Funding Type - Medical Customers - International Health insured' is expected to be 1.23 million, up from 1.19 million year-over-year [9] - The estimate for 'Medical Customers - U.S. Healthcare administrative services' stands at 13.67 million, slightly up from 13.62 million last year [9] Stock Performance - Over the past month, Cigna shares have returned +1.8%, while the Zacks S&P 500 composite has returned -0.8% [9]

Core Viewpoint - Analysts expect T. Rowe Price (TROW) to report quarterly earnings of $2.09 per share, reflecting a year-over-year decline of 12.2%, with revenues projected at $1.77 billion, an increase of 1.2% from the previous year [1]. Earnings Estimates - There has been a downward revision of 13.2% in the consensus EPS estimate over the last 30 days, indicating a significant reconsideration by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue Projections - Analysts estimate 'Net revenues- Capital allocation-based income' to be $6.07 million, down 87.1% year-over-year [4]. - 'Net revenues- Administrative, distribution and servicing fees' are expected to reach $142.50 million, a decrease of 4.4% from the prior year [5]. - 'Net revenues- Investment advisory fees' are projected at $1.61 billion, reflecting a year-over-year increase of 3.3% [5]. - 'Net revenues- Investment Advisory Fees- Alternatives' are expected to be $72.05 million, down 2.8% from the previous year [6]. - 'Net revenues- Investment Advisory Fees- Multi-asset' are estimated at $459.77 million, indicating a year-over-year increase of 7% [6]. - 'Net revenues- Investment Advisory Fees- Fixed income, including money market' are forecasted to reach $108.38 million, up 7.7% year-over-year [7]. - 'Net revenues- Investment Advisory Fees- Equity' are expected to be $959.01 million, reflecting a 1% increase from the previous year [7]. Assets Under Management (AUM) - 'Assets Under Management (EOP) - Equity' is estimated at $806.24 billion, up from $770.4 billion in the same quarter last year [8]. - 'Assets Under Management (EOP) - Multi-asset' is projected to be $553.12 billion, compared to $497 billion a year ago [8]. - Total 'Assets Under Management' is expected to reach $1,607.56 billion, an increase from $1,484.4 billion year-over-year [9]. - 'Assets Under Management (EOP) - Fixed income, including money market' is estimated at $195.56 billion, up from $169.5 billion last year [9]. - 'Assets Under Management (EOP) - Alternatives' is projected to be $52.65 billion, compared to $47.5 billion in the previous year [10]. Stock Performance - Over the past month, T. Rowe shares have recorded a return of -3.4%, while the Zacks S&P 500 composite has changed by -0.8% [10]. - Based on its Zacks Rank 4 (Sell), TROW is expected to underperform the overall market in the upcoming period [11].

Group 1 - Enova International (ENVA) shares have increased by 1.8% over the past four weeks, closing at $97.88, with a mean price target of $127.71 indicating a potential upside of 30.5% [1] - The average price target from analysts ranges from a low of $109 to a high of $138, with a standard deviation of $10.80, suggesting a relatively high agreement among analysts regarding the stock's potential movement [2][9] - Analysts show strong agreement in revising earnings estimates higher for ENVA, which correlates with potential stock price increases, as indicated by a 0.3% increase in the Zacks Consensus Estimate for the current year [4][11][12] Group 2 - The Zacks Rank for ENVA is 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, indicating a strong potential upside [13] - While price targets are often viewed as misleading, the direction implied by the consensus price target for ENVA appears to be a useful guide for potential price movement [7][10][11]

Core Viewpoint - 3M Company (MMM) has shown significant stock performance, with an 8.9% increase since its Q1 2025 results, despite missing revenue estimates [1][6]. Financial Performance - In Q1 2025, adjusted revenues rose 1.5% year-over-year to $5.78 billion, slightly below the consensus estimate of $5.79 billion [6]. - Adjusted earnings per share were $1.88, exceeding the consensus estimate of $1.77 and reflecting a 10% year-over-year increase [6]. - The growth in earnings was driven by strong performance in electrical, aerospace, advanced materials, and industrial adhesives & tapes markets [6]. Market Segments - Revenue growth in the electrical and industrial adhesives & tapes markets was in the high-single-digit range, while roofing granules, industrial specialties, and personal safety markets saw low-single-digit growth [7]. - The aerospace market experienced low-double-digit revenue growth, and advanced materials grew in the high-single-digit range [7]. - The Safety and Industrial segment showed strong momentum, particularly in electrical and roofing granules markets, with organic sales improving approximately 2.5% year-over-year [8]. - The Transportation and Electronics segment benefited from strong demand in transportation and aerospace markets, with adjusted organic revenues growing 1.1% [10]. Shareholder Returns - In Q1 2025, the company paid $396 million in dividends and repurchased $1.27 billion in shares [11]. - A share buyback program was approved for up to $7.5 billion, with an anticipated gross repurchase of around $2 billion in 2025 [11]. - The quarterly dividend was increased by 4.3% in February 2025 [11]. Debt and Financial Health - As of the end of Q1 2025, 3M's long-term debt stood at $12.3 billion, a 10.8% increase sequentially, with a long-term debt-to-capital ratio of 73.1%, significantly higher than the industry average of 55.1% [13]. - Interest expenses for the quarter were $255 million, indicating high financial obligations [13]. Litigation and Competition - The company is facing several litigations, including earplug lawsuits, which may lead to additional expenses [14]. - 3M operates in competitive markets, including electronics, transportation, and aerospace, with notable competitors like Honeywell and Carlisle [15]. Earnings Estimates - The Zacks Consensus Estimate for 3M's 2025 earnings has decreased by 1.8% to $7.66 per share, indicating a year-over-year growth of 4.9% [16]. - The consensus for Q2 2025 earnings has also decreased by 1.5% to $2.01 per share, reflecting a year-over-year increase of 4.2% [16]. Valuation - 3M is currently trading at a forward P/E ratio of 17.49X, which is higher than the industry average of 15.38X, suggesting potential vulnerability to market sentiment shifts [17]. Conclusion - Despite strong performance and shareholder returns, challenges such as retail market weakness, high debt levels, and premium valuation may limit the company's prospects [19].

Core Viewpoint - Analysts forecast a significant decline in Oshkosh's quarterly earnings and revenues, indicating potential challenges for the company in the upcoming earnings report [1]. Earnings Estimates - Oshkosh is expected to report earnings of $2.02 per share, reflecting a year-over-year decline of 30.1% [1]. - The consensus EPS estimate has been adjusted downward by 0.8% over the past 30 days, indicating a reassessment by analysts [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock [3]. Revenue Projections - Total revenues are anticipated to be $2.41 billion, showing a decline of 5.1% compared to the same quarter last year [1]. - Analysts project 'Net sales- Vocational- Total' to reach $873.40 million, representing a year-over-year increase of 13.1% [5]. - 'Net Sales- Access- Total' is expected to be $992.50 million, indicating a decline of 19.8% year over year [5]. - The consensus estimate for 'Net Sales- Defense' is $519.18 million, suggesting a decrease of 3.3% from the previous year [5]. Segment Performance - 'Net Sales- Access- Telehandlers' is estimated at $298.36 million, reflecting a year-over-year decline of 20.1% [6]. - 'Net Sales- Access- Aerial work platforms' is projected to be $470.40 million, indicating a decrease of 20.4% from the prior year [6]. - 'Net Sales- Vocational- Fire apparatus' is expected to reach $371.55 million, with a year-over-year increase of 13.6% [7]. Operating Income Estimates - 'Operating income (loss)- Vocational' is projected at $114.65 million, compared to $80.10 million in the same quarter last year [7]. - 'Operating income (loss)- Access' is expected to be $113.64 million, down from $208.10 million reported in the same quarter last year [8]. - 'Operating income (loss)- Defense' is forecasted to reach $14.12 million, compared to $11.30 million in the same quarter last year [8]. Stock Performance - Oshkosh shares have declined by 5.9% over the past month, underperforming the Zacks S&P 500 composite, which moved down by 4.3% [8].

Core Viewpoint - Analysts forecast Hercules Capital (HTGC) will report quarterly earnings of $0.46 per share, indicating a year-over-year decline of 8%, while revenues are expected to reach $121.83 million, reflecting a slight increase of 0.2% compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that analysts have collectively reevaluated their initial estimates during this period [2]. - Revisions to earnings estimates are crucial 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 Forecast - Analysts estimate 'Total Fee Income' to be $6.02 million, up from $5.77 million in the same quarter last year [5]. - The average prediction for 'Total interest and dividend income' is $115.81 million, slightly higher than the year-ago figure of $115.78 million [5]. - 'Fee Income- Non-control/Non-affiliate investments' is forecasted to reach $6.46 million, compared to $5.74 million from the previous year [5]. - 'Interest and dividend income- Non-control/Non-affiliate investments' is expected to be $112.37 million, down from $112.82 million reported in the same quarter last year [6]. Market Performance - Over the past month, Hercules Capital shares have recorded a return of -7%, while the Zacks S&P 500 composite has changed by -4.3%. Based on its Zacks Rank 3 (Hold), HTGC is likely to perform in line with the overall market in the upcoming period [6].

Wall Street analysts forecast that Linde (LIN) will report quarterly earnings of $3.93 per share in its upcoming release, pointing to a year-over-year increase of 4.8%. It is anticipated that revenues will amount to $8.26 billion, exhibiting an increase of 2% compared to the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimate ...