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RLI Corp. (RLI) Tops Q2 Earnings Estimates
ZACKS· 2025-07-21 22:26
RLI Corp. (RLI) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.00%. A quarter ago, it was expected that this specialty insurance company would post earnings of $0.88 per share when it actually produced earnings of $0.92, delivering a surprise of +4.55%.Over the last four quarters ...
Crown Holdings (CCK) Surpasses Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-21 22:15
Crown Holdings (CCK) came out with quarterly earnings of $2.15 per share, beating the Zacks Consensus Estimate of $1.86 per share. This compares to earnings of $1.81 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +15.59%. A quarter ago, it was expected that this packaging company would post earnings of $1.22 per share when it actually produced earnings of $1.67, delivering a surprise of +36.89%.Over the last four quarters, th ...
Verizon Communications (VZ) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-21 17:16
Verizon Communications (VZ) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.39%. A quarter ago, it was expected that this largest U.S. cellphone carrier would post earnings of $1.15 per share when it actually produced earnings of $1.19, delivering a surprise of +3.48%.Over the last ...
atai Life Sciences (ATAI) Upgraded to Strong Buy: Here's Why
ZACKS· 2025-07-21 17:01
Investors might want to bet on atai Life Sciences N.V. (ATAI) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.I ...
Why Badger Meter Might Surprise This Earnings Season
ZACKS· 2025-07-21 15:31
Investors are always looking for stocks that are poised to beat at earnings season and Badger Meter, Inc. (BMI) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Badger Meter is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty goo ...
Does Fiserv (FI) Have the Potential to Rally 31.59% as Wall Street Analysts Expect?
ZACKS· 2025-07-21 14:56
Core Viewpoint - Fiserv (FI) shares have increased by 1.4% over the past month, closing at $165.74, with a potential upside of 31.6% based on Wall Street analysts' mean price target of $218.09 [1] Group 1: Price Targets and Analyst Estimates - The mean estimate consists of 34 short-term price targets with a standard deviation of $31.63, indicating variability among analysts; the lowest estimate is $125.00 (24.6% decline), while the highest is $268.00 (61.7% increase) [2] - Analysts' price targets can often mislead investors, as empirical research shows they rarely indicate actual stock price movements [7] - A low standard deviation in price targets suggests a high degree of agreement among analysts regarding the stock's price direction, serving as a starting point for further research [9] Group 2: Earnings Estimates and Market Sentiment - There is growing optimism among analysts regarding Fiserv's earnings prospects, supported by a consensus of higher EPS estimates, which correlates with potential stock price increases [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has risen by 0.2%, with four estimates moving higher and no negative revisions [12] - Fiserv holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for near-term upside [13]
First United Corporation (FUNC) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-07-21 14:41
First United Corporation (FUNC) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.52%. A quarter ago, it was expected that this company would post earnings of $0.8 per share when it actually produced earnings of $0.89, delivering a surprise of +11.25%.Over the last four quarters, the ...
加拿大央行调查:五年期通胀预期已从第一季度的3.39%上升至3.45%。
news flash· 2025-07-21 14:34
加拿大央行调查:五年期通胀预期已从第一季度的3.39%上升至3.45%。 ...
Verizon (VZ) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-07-21 14:31
Financial Performance - Verizon Communications reported revenue of $34.5 billion for the quarter ended June 2025, reflecting a 5.2% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $1.22, up from $1.15 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $33.58 billion by 2.76%, and EPS also surpassed the consensus estimate of $1.18 by 3.39% [1] Key Metrics - Consumer wireless retail postpaid accounts reached 32.55 million, slightly above the estimated 32.5 million [4] - Fios Internet connections totaled 7.2 million, just below the average estimate of 7.23 million [4] - Business wireless retail postpaid connections were 30.95 million, below the estimated 31.18 million [4] - The churn rate for wireless retail postpaid was 1.6%, higher than the estimated 1.4% [4] Revenue Breakdown - Operating revenues for Consumer reached $26.65 billion, exceeding the estimate of $25.69 billion, representing a 6.9% increase year-over-year [4] - Operating revenues for Business were $7.28 billion, slightly above the estimate of $7.26 billion, showing a minor decrease of 0.3% year-over-year [4] - Consumer service revenues were $20.26 billion, compared to the estimate of $20.23 billion, marking a 5.5% year-over-year increase [4] - Consumer wireless equipment revenues surged to $5.37 billion, significantly above the estimate of $4.49 billion, reflecting a 29.6% year-over-year increase [4] - Consumer other revenues were $1.02 billion, below the estimate of $975.87 million, indicating a 35.3% year-over-year decline [4] - Business markets and other revenues were $3.35 billion, exceeding the estimate of $3.22 billion, with a 4.5% year-over-year increase [4] - Enterprise and public sector revenues were $3.44 billion, slightly below the estimate of $3.48 billion, showing a 3.1% year-over-year decline [4] - Wholesale revenues were $494 million, below the estimate of $552 million, reflecting a 10.5% year-over-year decrease [4] Stock Performance - Verizon's shares have returned -2.1% over the past month, contrasting with the Zacks S&P 500 composite's +5.4% 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]
固收大类资产的政策预期分歧
2025-07-21 14:26
固收大类资产的政策预期分歧 20250721 摘要 当前市场逻辑从经济增长压力转向反内卷和需求端拉动政策,大宗商品 市场表现强势,对债市构成情绪压力。经济数据验证基本面稳定,但三 季度可能边际走弱,反内卷政策预期增强。 各类资产对宏观环境及政策理解存在分歧:债券市场调整有限,预期较 弱;权益市场上涨,期待政策;大宗商品多头情绪高涨,预期最强。短 期内分歧可能维持,但长期难以持续。 6 月信贷投放同比多增,但受去年低基数影响。7 月下旬票据利率回落, 信贷投放减少,预示三季度经济可能边际走弱。各类资产投资者对政策 预期不一,导致市场走势分化。 大宗商品和债券市场对宏观环境理解存在分歧,若大宗商品预期正确, 债市将面临调整压力。资金面稳定,存单利率合理,三季度资金面波动 风险不大,债市难大幅调整。 当前十年期国债收益率约为 1.67%,30 年期国债收益率接近 1.9%。若 收益率上行过快,可能出现超调,为配置盘提供机会。月底政策兑现窗 口或带来预期差,可布局高收益国债。 Q&A 近期债券市场和大类资产的预期定价变化是什么? 近期债券市场和大类资产的预期定价变化主要受到市场情绪压制,整体处于调 整状态。权益市场和 ...