Core Insights - Clover Health Investments, Corp. reported break-even quarterly earnings per share, compared to a loss of $0.02 per share a year ago, resulting in an earnings surprise of -100.00% [1] - The company posted revenues of $496.65 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.47%, and showing a year-over-year revenue increase from $330.99 million [2] - Clover Health shares have increased approximately 16.8% since the beginning of the year, slightly outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is breakeven on revenues of $486.6 million, while for the current fiscal year, the estimate is $0.10 on revenues of $1.9 billion [7] - The estimate revisions trend for Clover Health was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Medical Info Systems industry, to which Clover Health belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Ovid Therapeutics, driven by higher revenues, but actual results compared to estimates will significantly influence the stock price [1][2]. Earnings Expectations - Ovid Therapeutics is expected to report a quarterly loss of $0.15 per share, reflecting a year-over-year change of +25% [3]. - Revenues are projected to be $0.34 million, representing a 100% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 5.26% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Ovid is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.50%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [9][10]. - Ovid's current Zacks Rank is 3, which complicates predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Ovid was expected to post a loss of $0.16 per share but actually reported a loss of -$0.06, achieving a surprise of +62.50% [13]. - Over the past four quarters, Ovid has beaten consensus EPS estimates two times [14]. Industry Context - Avidity Biosciences, a peer in the Zacks Medical - Biomedical and Genetics industry, is expected to report a loss of $1.05 per share, indicating a year-over-year change of -61.5% [18]. - Avidity's revenue is expected to be $2.5 million, up 6.8% from the previous year, but it also has a negative Earnings ESP of -9.35% [19][20].

Core Viewpoint - Evergy, Inc. (EVRG) is expected to report its third-quarter 2025 results on November 6, with a prior earnings surprise of 7.89% in the last quarter [1] Factors Impacting Q3 Earnings - Ongoing investments in infrastructure and technology are likely to support Evergy's third-quarter earnings, addressing increasing customer demand [2] - Economic development within service areas is anticipated to lead to stronger demand, particularly from data centers [2] - The rise in demand from residential, commercial, and industrial customers is expected to positively influence earnings, although higher operating and maintenance expenses may negatively impact the bottom line [3] Q3 Expectations - The Zacks Consensus Estimate for earnings is projected at $2.14 per share, reflecting a year-over-year increase of 5.9% [4] - Revenue estimates stand at $1.87 billion, indicating a 3.4% increase from the previous year [4] Earnings Prediction Model - The current Earnings ESP for Evergy is 0.00%, indicating that the model does not predict an earnings beat this time [5] - Evergy holds a Zacks Rank of 2 (Buy), which typically suggests a favorable outlook [6] Comparable Stocks - Atmos Energy Corporation (ATO) is expected to report its fourth-quarter fiscal 2025 results on November 5, with an Earnings ESP of +4.85% and a Zacks Rank of 2 [7] - Duke Energy (DUK) is scheduled to report its third-quarter 2025 results on November 7, with an Earnings ESP of +1.63% and a Zacks Rank of 2 [10] - New Jersey Resources Corporation (NJR) is set to report its fourth-quarter fiscal 2025 results on November 19, with an Earnings ESP of +8.51% and a Zacks Rank of 3 [11]

Global Payments (GPN) came out with quarterly earnings of $3.26 per share, beating the Zacks Consensus Estimate of $3.23 per share. This compares to earnings of $3.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.93%. A quarter ago, it was expected that this electronics payment processing company would post earnings of $3.03 per share when it actually produced earnings of $3.1, delivering a surprise of +2.31%.Over the las ...

Core Insights - Eaton reported quarterly earnings of $3.07 per share, exceeding the Zacks Consensus Estimate of $3.06 per share, and up from $2.84 per share a year ago, representing an earnings surprise of +0.33% [1] - The company posted revenues of $6.99 billion for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.98%, but an increase from $6.35 billion year-over-year [2] - Eaton's stock has gained approximately 16.5% since the beginning of the year, matching the S&P 500's performance [3] Earnings Outlook - The future performance of Eaton's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $3.36 on revenues of $7.11 billion, and for the current fiscal year, it is $12.08 on revenues of $27.57 billion [7] Industry Context - The Manufacturing - Electronics industry, to which Eaton belongs, is currently ranked in the top 17% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5]

Market Performance - Global indices mostly rose last week, with MSCI Global up by 0.6%, MSCI Developed Markets up by 0.6%, and MSCI Emerging Markets up by 0.9% [7][31] - Among developed markets, Nikkei 225 had the strongest performance with a gain of 6.3%, while the Australian S&P 200 was the weakest, down by 1.5% [7][31] - In emerging markets, the Mexican MXX index performed best with a rise of 2.7%, while the Hang Seng Index was the worst performer, down by 1.0% [7][31] Trading Sentiment - Global trading volume generally improved, with North American holdings index reaching a historical high [21] - The trading volume for major indices such as the Shanghai Composite, S&P 500, and Nikkei 225 saw fluctuations, with the Shanghai Composite and Hang Seng Index experiencing declines [21][27] - Investor sentiment in Hong Kong improved but remained at a historical low, while sentiment in the US was at a historical high [21][28] Fundamental Analysis - Earnings expectations for US tech and consumer discretionary sectors were significantly revised upwards during the earnings season [63] - The S&P 500's 2025 EPS earnings expectation was adjusted from 269 to 270, with the technology sector seeing the largest upward revision of +2.4 [63][64] - In the Hong Kong market, the Hang Seng Index's 2025 EPS earnings expectation was revised from 2062 to 2066, with the materials sector seeing the largest increase [63][64] Economic Outlook - Major market sentiment indicators showed a rebound, with the Citigroup Economic Surprise Index for the US rising due to the Fed's rate cut and improved earnings from tech giants [7][63] - The European Economic Surprise Index also increased, supported by stable ECB rates and a temporary easing of political tensions in France [7][63] - The Chinese Economic Surprise Index rose, bolstered by positive Q3 data and favorable policies [7][63] Capital Flows - The Federal Reserve cut rates as expected, but there were hawkish signals regarding future cuts [52] - As of October 31, market expectations indicated the Fed would cut rates 0.68 times by year-end, a decrease from the previous week [52][53] - Global liquidity trends showed significant inflows into the US, China, India, Japan, and South Korea, with Hong Kong seeing substantial inflows through the Stock Connect program [58][62]

Core Viewpoint - W.W. Grainger, Inc. is experiencing a downward trend in stock price targets despite reporting a revenue increase, indicating a cautious outlook from analysts regarding the company's future earnings potential [2][3][6] Financial Performance - GWW reported a 5.6% increase in second-quarter revenue, demonstrating a strong market position and effective business strategies [4][6] - However, the company's earnings for the second quarter fell short of expectations, prompting analysts to adjust their forecasts [4] Analyst Sentiment - The consensus price target for GWW has decreased from $1,031 last year to $963 last month, with Wells Fargo setting a notably lower target of $475 [2][6] - JPMorgan revised its price target for GWW from $1,125 to $1,035 while maintaining a Neutral rating on the shares, reflecting a cautious outlook on the company's future earnings potential [3][6]

Core Viewpoint - Midland States Bancorp reported quarterly earnings of $0.24 per share, significantly missing the Zacks Consensus Estimate of $0.61 per share, and down from $0.74 per share a year ago, indicating a -60.66% earnings surprise [1][2] Financial Performance - The company posted revenues of $81.13 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.73%, and up from $74.29 million year-over-year [2] - Over the last four quarters, Midland States Bancorp has exceeded consensus revenue estimates four times [2] Stock Performance - Shares of Midland States Bancorp have declined approximately 33.8% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [3] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $0.67 on revenues of $80.45 million, and for the current fiscal year, it is $2.17 on revenues of $318.9 million [7] - The trend of estimate revisions for Midland States Bancorp was mixed prior to the earnings release, which may change following the recent report [6] Industry Context - The Zacks Industry Rank for Banks - Northeast is currently in the top 14% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8]

Core Insights - Zillow reported quarterly earnings of $0.44 per share, slightly missing the Zacks Consensus Estimate of $0.45 per share, but showing an increase from $0.35 per share a year ago, resulting in an earnings surprise of -2.22% [1] - The company achieved revenues of $676 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.05% and reflecting a year-over-year increase from $581 million [2] - Zillow's stock has underperformed the market, losing approximately 3.4% since the beginning of the year, while the S&P 500 has gained 17.2% [3] Earnings Outlook - The future performance of Zillow's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $645.96 million, and for the current fiscal year, it is $1.67 on revenues of $2.57 billion [7] Industry Context - Zillow operates within the Internet - Services industry, which is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of Zillow's stock may also be influenced by the overall industry outlook, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]

Company Performance - Adtalem Global Education reported quarterly earnings of $1.75 per share, exceeding the Zacks Consensus Estimate of $1.57 per share, and up from $1.29 per share a year ago, representing an earnings surprise of +11.46% [1] - The company posted revenues of $462.29 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.45%, compared to $417.4 million in the same quarter last year [2] - Over the last four quarters, Adtalem has consistently surpassed consensus EPS and revenue estimates [2] Stock Performance - Adtalem shares have increased approximately 55.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 17.2% [3] - The current Zacks Rank for Adtalem is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $2.26 on revenues of $494.15 million, and for the current fiscal year, it is $7.73 on revenues of $1.92 billion [7] - The outlook for the education industry, where Adtalem operates, is currently in the bottom 33% of the Zacks industry rankings, which may impact stock performance [8] Industry Context - Strategic Education, a competitor in the same industry, is expected to report quarterly earnings of $1.30 per share, reflecting a year-over-year change of +12.1%, with revenues anticipated to be $315.67 million, up 3.2% from the previous year [9][10]