Core Insights - Alaska Air Group (ALK) is set to report its fourth-quarter 2025 results on January 22, 2026, after market close, with earnings per share (EPS) estimates revised down by 64.5% to 11 cents, indicating an 88.7% decline year-over-year [2][10] - The revenue estimate for the same quarter is projected at $3.64 billion, reflecting a 3.1% year-over-year growth [2][10] Financial Performance - ALK has a history of earnings surprises, outperforming the Zacks Consensus Estimate in two of the last four quarters, with an average beat of 27.03% [3] - The third-quarter 2025 earnings were reported at $1.05 per share, missing the consensus estimate of $1.11 per share and showing a year-over-year decline of 53.3% [8] Revenue Drivers - The anticipated performance for the upcoming quarter is expected to be supported by increased total revenues, primarily driven by high passenger revenues as domestic air travel demand stabilizes [4] - Passenger revenues are projected to increase by 14.7% compared to the fourth quarter of 2024, bolstered by strong passenger volumes during the Thanksgiving holiday [5][10] - Cargo and other revenues are estimated at $146.6 million, indicating an 11.1% growth from the previous year [5] Challenges - Geopolitical uncertainties, tariff-related pressures, and persistent inflation are likely to have negatively impacted ALK's operations, causing volatility in passenger traffic and limiting revenue growth [6] Earnings Prediction Model - The current model does not predict an earnings beat for ALK, with an Earnings ESP of -6.04% and a Zacks Rank of 3 (Hold) [7]

Core Viewpoint - Advanced Drainage Systems (WMS) is positioned well to continue its trend of beating earnings estimates in upcoming quarterly reports [1] Group 1: Earnings Performance - Advanced Drainage has a strong history of beating earnings estimates, with an average surprise of 12.72% over the last two quarters [2] - In the most recent quarter, the company reported earnings of $1.97 per share, exceeding the expected $1.7 per share by 15.88% [3] - For the previous quarter, the actual earnings were $1.95 per share against an estimate of $1.78 per share, resulting in a surprise of 9.55% [3] Group 2: Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Advanced Drainage, indicated by a positive Zacks Earnings ESP (Expected Surprise Prediction) [4] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [5] - Advanced Drainage currently has an Earnings ESP of +0.98%, suggesting analysts are optimistic about the company's earnings prospects [7] Group 3: Importance of Earnings ESP - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [6] - A negative Earnings ESP reduces predictive power but does not necessarily indicate an earnings miss [8] - Checking a company's Earnings ESP before quarterly releases is crucial for increasing the odds of success in investment decisions [9]

Core Viewpoint - Baker Hughes (BKR) is well-positioned to continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates consistently in recent quarters [1]. Earnings Performance - In the most recent quarter, Baker Hughes reported earnings of $0.68 per share, exceeding the expected $0.61 per share by 11.48%. In the previous quarter, the company reported $0.63 per share against an estimate of $0.55 per share, resulting in a surprise of 14.55% [2]. Earnings Estimates and Predictions - Recent estimates for Baker Hughes have been increasing, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat. The current Earnings ESP stands at +1.96% [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high probability of another earnings beat, with historical data showing that stocks with this combination beat estimates nearly 70% of the time [6][8]. Earnings ESP Explanation - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate than earlier predictions [7].

Core Insights - Amphenol (APH) is well-positioned to continue its earnings-beat streak, having surpassed earnings estimates by an average of 20.22% in the last two quarters [1] Earnings Performance - In the most recent quarter, Amphenol reported earnings of $0.93 per share, exceeding the expected $0.79 per share by a surprise of 17.72% [2] - For the previous quarter, the company reported $0.81 per share against an estimate of $0.66 per share, resulting in a surprise of 22.73% [2] Earnings Estimates and Predictions - Estimates for Amphenol have been trending higher, supported by its history of earnings surprises [5] - The stock currently has a positive Zacks Earnings ESP of +3.78%, indicating bullish sentiment among analysts regarding its near-term earnings potential [8] - The combination of a positive Earnings ESP and a Zacks Rank 2 (Buy) suggests a strong possibility of another earnings beat in the upcoming report [8] Earnings ESP Insights - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]

Core Insights - Markel Group (MKL) is positioned to continue its earnings-beat streak, having a strong history of surpassing earnings estimates, particularly in the last two quarters with an average surprise of 19.31% [1] Earnings Performance - In the most recent quarter, Markel Group reported earnings of $30.9 per share, exceeding the expected $22.77 per share by 35.70%. In the previous quarter, the company reported $25.46 per share against an estimate of $24.74 per share, resulting in a surprise of 2.91% [2] Earnings Estimates and Predictions - Recent estimates for Markel Group have been increasing, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of another earnings beat. The current Earnings ESP stands at +2.55% [5][8] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise, suggesting that Markel Group may follow this trend [6] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which are often more accurate [7] Importance of Earnings ESP - Monitoring a company's Earnings ESP before quarterly releases is crucial for increasing the odds of successful investment decisions. Utilizing the Earnings ESP Filter can help identify the best stocks to buy or sell prior to earnings reports [10]

Core Insights - Rogers Communication has consistently beaten earnings estimates, particularly in the last two quarters, with an average surprise of 5.05% [1] Earnings Performance - In the most recent quarter, Rogers Communication reported earnings of $0.99 per share, exceeding the expected $0.92 per share, resulting in a surprise of 7.61% [2] - For the previous quarter, the company reported $0.82 per share against an expectation of $0.80 per share, leading to a surprise of 2.50% [2] Earnings Estimates - Recent estimates for Rogers Communication have been trending upward, with a positive Earnings ESP of +5.98%, indicating bullish sentiment among analysts regarding the company's earnings prospects [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate than earlier predictions [7] - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9] Importance of Earnings ESP - Companies that beat consensus EPS estimates may not always see their stock prices rise, while some may maintain their value even with a miss, highlighting the importance of checking the Earnings ESP before quarterly releases [10]

Core Viewpoint - Artisan Partners Asset Management (APAM) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a solid history of exceeding expectations [1]. Earnings Performance - Artisan Partners has a strong track record of surpassing earnings estimates, with an average surprise of 3.19% over the last two quarters [2]. - In the most recent quarter, the company reported earnings of $1.02 per share, exceeding the expected $0.97 per share by 5.15%. In the previous quarter, it reported $0.83 per share against an estimate of $0.82 per share, resulting in a surprise of 1.22% [3]. Earnings Estimates and Predictions - Recent earnings estimates for Artisan Partners have been revised upward, indicating positive sentiment among analysts. The Zacks Earnings ESP for the company is currently positive, suggesting a strong likelihood of an earnings beat [5][8]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time, indicating a high probability of exceeding consensus estimates [6]. Earnings ESP Metric - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions. This metric is crucial for predicting earnings performance [7]. - Artisan Partners currently has an Earnings ESP of +0.90%, indicating that analysts are optimistic about its near-term earnings potential [8].

Core Viewpoint - Rollins (ROL) is a strong candidate for investors looking for stocks that consistently beat earnings estimates, particularly in the Zacks Building Products - Maintenance Service industry [1]. Earnings Performance - Rollins has a history of beating earnings estimates, with an average surprise of 6.41% over the last two quarters [2]. - In the most recent quarter, Rollins reported earnings of $0.35 per share, exceeding the expected $0.32 per share, resulting in a surprise of 9.38% [3]. - For the previous quarter, the company reported $0.30 per share against an estimate of $0.29 per share, achieving a surprise of 3.45% [3]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Rollins, with a positive Zacks Earnings ESP (Expected Surprise Prediction), indicating a strong potential for an earnings beat [6]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [7]. - Rollins currently has an Earnings ESP of +0.75%, suggesting increased analyst optimism regarding its near-term earnings potential [9]. Upcoming Earnings Report - The next earnings report for Rollins is expected to be released on February 11, 2026 [9].

Core Viewpoint - Rapid7 is a cybersecurity company that has consistently beaten earnings estimates, making it a strong candidate for potential investment opportunities in the upcoming quarterly report [1]. Earnings Performance - In the most recent quarter, Rapid7 reported earnings of $0.57 per share, exceeding the expected $0.45 per share, resulting in a surprise of 26.67% [2]. - For the previous quarter, the company reported $0.58 per share against an expectation of $0.44 per share, achieving a surprise of 31.82% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Rapid7, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better has historically resulted in a positive surprise nearly 70% of the time [6]. Current Earnings ESP - Rapid7 currently has an Earnings ESP of +1.38%, suggesting that analysts are optimistic about the company's earnings prospects [8]. - The positive Earnings ESP, along with a Zacks Rank of 1 (Strong Buy), indicates a high probability of another earnings beat in the upcoming report scheduled for February 10, 2026 [8].

Core Viewpoint - Stifel Financial (SF) is highlighted as a strong candidate for investors due to its consistent performance in beating earnings estimates and its favorable positioning for future earnings reports [1]. Earnings Performance - Stifel has a proven track record of exceeding earnings estimates, with an average surprise of 4.52% over the last two quarters [2]. - In the last reported quarter, Stifel achieved earnings of $1.95 per share, surpassing the Zacks Consensus Estimate of $1.85 per share by 5.41% [3]. - For the previous quarter, the company reported earnings of $1.71 per share against an expectation of $1.65 per share, resulting in a surprise of 3.64% [3]. Earnings Estimates and Predictions - Recent changes in earnings estimates for Stifel have been favorable, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time [7]. - Stifel currently has an Earnings ESP of +1.22%, suggesting that analysts are optimistic about the company's earnings prospects [9]. Importance of Earnings ESP - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [8]. - A positive Earnings ESP combined with a Zacks Rank of 2 (Buy) indicates a high probability of another earnings beat for Stifel [9]. - It is crucial for investors to check a company's Earnings ESP prior to quarterly releases to enhance the chances of successful investment decisions [10].