Core Insights - Zscaler (ZS) is expected to report quarterly earnings of $0.75 per share, reflecting a decline of 14.8% year-over-year, while revenues are forecasted to be $666.11 million, indicating a 20.4% increase compared to the previous year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, suggesting stability in analysts' forecasts [1][2] - The average estimates for Zscaler's key metrics show significant growth, particularly in revenues from direct customers and channel partners [4] Revenue Estimates - Analysts predict 'Revenues- Direct Customers' to be $76.85 million, representing a 51.2% increase from the year-ago quarter [4] - The consensus estimate for 'Revenues- Channel Partners' is $589.01 million, indicating a 17.3% increase from the prior-year quarter [4] Other Key Metrics - 'Billings' are expected to reach $792.21 million, up from $628.04 million in the previous year [4] - 'Remaining Performance Obligations' are estimated at $4.73 billion, compared to $3.82 billion a year ago [5] - The 'Dollar-Based Net Retention Rate' is projected to be 115.0%, slightly down from 116% in the previous year [5] Stock Performance - Zscaler shares have returned +17.9% over the past month, outperforming the Zacks S&P 500 composite, which saw an +8.2% change [5]

Core Viewpoint - Marvell Technology (MRVL) is expected to report significant year-over-year growth in both earnings and revenues in its upcoming quarterly report, with earnings per share projected at $0.61 and revenues at $1.88 billion, reflecting increases of 154.2% and 61.6% respectively [1] Revenue Estimates by End Market - Analysts predict that 'Net Revenue by end market- Data center' will reach $1.43 billion, indicating a year-over-year change of +74.8% [4] - The 'Net Revenue by end market- Carrier infrastructure' is estimated to be $116.43 million, showing a year-over-year increase of +62.2% [4] - For 'Net Revenue by end market- Automotive/industrial', the average prediction is $79.83 million, suggesting a change of +2.9% year over year [4] - The 'Net Revenue by end market- Consumer' is expected to arrive at $65.70 million, reflecting a year-over-year change of +56.4% [5] - Analysts estimate 'Net Revenue by end market- Enterprise networking' to reach $187.55 million, indicating a change of +22.5% from the year-ago quarter [5] Stock Performance - Marvell shares have experienced a +7.9% change in the past month, compared to the Zacks S&P 500 composite's +10.7% move, suggesting that MRVL is expected to closely follow overall market performance in the near term [6]

Group 1 - Analysts project Analog Devices (ADI) will announce quarterly earnings of $1.69 per share, a 20.7% increase year over year [1] - Revenues are expected to reach $2.5 billion, reflecting a 15.9% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1][2] Group 2 - Revenue by end market for Consumer is projected at $304.22 million, indicating a year-over-year change of +24.1% [4] - Revenue by end market for Communications is estimated at $280.53 million, showing a change of +16.5% from the previous year [4] - Revenue by end market for Automotive is expected to be $754.45 million, reflecting a +14.6% year-over-year change [5] Group 3 - Revenue by end market for Industrial is estimated at $1.14 billion, indicating a +12.6% change from the year-ago quarter [5] - Analog Devices shares have increased by +28.8% in the past month, outperforming the Zacks S&P 500 composite's +13.1% move [5] - ADI holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [5]

Core Viewpoint - Analysts project that Agilysys (AGYS) will report quarterly earnings of $0.26 per share, reflecting an 18.8% decline year over year, while revenues are expected to reach $71.28 million, marking a 14.6% increase from the same quarter last year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate for Agilysys has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] - The consensus estimate for 'Net revenue- Products' is projected at $10.03 million, showing a decline of 8.7% from the prior-year quarter [4] - 'Net revenue- Subscription and maintenance' is expected to reach $45.39 million, reflecting a growth of 24.1% from the prior-year quarter [4] - 'Net revenue- Professional services' is anticipated to be $15.85 million, indicating an increase of 8.2% from the prior-year quarter [5] Group 2: Market Performance - Agilysys shares have shown a return of 23.7% over the past month, outperforming the Zacks S&P 500 composite, which increased by 9.9% [5] - Agilysys holds a Zacks Rank 4 (Sell), suggesting it may underperform the overall market in the near future [5]

Core Viewpoint - European Wax Center, Inc. (EWCZ) is expected to report a quarterly earnings per share (EPS) of $0.05, reflecting a year-over-year decline of 61.5%, with revenues projected at $49.4 million, down 4.8% from the previous year [1]. Earnings Projections - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not reassessed their initial estimates during this period [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts predict 'Revenue- Marketing fees' will reach $6.78 million, indicating a year-over-year decline of 4.5% [4]. - 'Revenue- Royalty fees' is estimated to be $12.26 million, reflecting a year-over-year change of -1.5% [5]. - The consensus for 'Revenue- Product sales' is $27.69 million, showing a decline of 6.1% from the prior-year quarter [5]. - The average prediction for 'Ending center count' is 1,061, compared to 1,051 from the previous year [5]. Stock Performance - Over the past month, shares of European Wax Center have decreased by 1.4%, while the Zacks S&P 500 composite has increased by 13.7% [6]. - EWCZ currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6].

Core Insights - Fidelis Insurance Holdings (FIHL) is expected to report a quarterly loss of $0.43 per share, reflecting a year-over-year decline of 158.1% [1] - Revenue is anticipated to reach $656.08 million, showing an increase of 26.2% compared to the same quarter last year [1] Earnings Projections - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong link between earnings estimate trends and short-term stock price movements [3] Revenue Breakdown - Analysts project 'Revenues- Net premiums earned' to be $603.48 million, representing a 23.7% increase from the prior-year quarter [5] - 'Revenues- Net investment income' is estimated to reach $52.61 million, indicating a 28.3% increase from the prior-year quarter [5] Key Metrics - The 'Combined Ratio' is forecasted at 116.9%, compared to 85.8% in the same quarter of the previous year [6] - The 'Loss Ratio' is expected to be 70.2%, up from 37.4% in the same quarter last year [6] Stock Performance - Fidelis Insurance shares have increased by 8.4% in the past month, while the Zacks S&P 500 composite has risen by 13.7% [6] - With a Zacks Rank 3 (Hold), FIHL is expected to closely follow overall market performance in the near term [6]

Core Insights - HubSpot (HUBS) is expected to report quarterly earnings of $1.74 per share, a 3.6% increase year-over-year, with revenues forecasted at $699.18 million, reflecting a 13.2% year-over-year growth [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of projections [1][2] - Analysts predict significant growth in key metrics, including subscription revenues and total customers, which are crucial for understanding HubSpot's performance [3] Revenue Estimates - Estimated 'Revenues- Subscription' is projected at $684.96 million, showing a 13.4% increase from the prior-year quarter [4] - 'Revenues- Professional services and other' are expected to reach $14.23 million, indicating a 4.5% year-over-year change [4] Customer Metrics - Total Customers are projected to reach 257,242, up from 216,840 in the same quarter last year [4] Average Revenue Metrics - 'Average Subscription Revenue per Customer' is estimated at $10,947.53, down from $11,447 in the same quarter last year [5] - 'Gross margin (Non-GAAP)- Subscription' is expected to be $601.76 million, compared to $529.92 million a year ago [5] Stock Performance - Over the past month, HubSpot shares have increased by 26.8%, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [6]

Core Viewpoint - Cleveland-Cliffs (CLF) is expected to report a quarterly loss of $0.67 per share, reflecting a significant year-over-year decline of 472.2%, with anticipated revenues of $4.6 billion, down 11.6% from the previous year [1]. Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised downward by 59.1%, indicating a significant reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate 'Revenues- Other Businesses' will reach $164.80 million, representing a year-over-year decline of 4.2% [5]. - 'Revenues- Steelmaking' is projected to be $4.43 billion, indicating an 11.9% decrease from the same quarter last year [5]. - The average prediction for 'Revenues- Steelmaking- Coated steel' is $1.34 billion, reflecting a 17.4% year-over-year decline [5]. - 'Revenues- Steelmaking- Slab and other steel products' is estimated at $312.45 million, down 6.7% from the prior year [6]. Sales Volumes - Analysts predict 'External Sales Volumes- Steel Products' will reach 4,064.01 tons, compared to 3,940 tons in the same quarter last year [6]. - The 'Average net selling price per net ton of steel products' is expected to be $985.85, down from $1,175 in the same quarter last year [7]. - 'Volumes - Steelmaking - Coated steel' is projected at 1,084.44 tons, compared to 1,216 tons in the previous year [7]. - 'Volumes - Steelmaking - Slab and other steel products' is expected to be 422.79 tons, down from 449 tons year-over-year [8]. - 'Volumes - Steelmaking - Plate' is projected at 201.33 tons, slightly up from 201 tons in the previous year [8]. - 'Volumes - Steelmaking - Cold-rolled steel' is expected to be 541.11 tons, down from 663 tons in the same quarter last year [9]. - 'Volumes - Steelmaking - Hot-rolled steel' is forecasted to reach 1,651.52 tons, compared to 1,266 tons in the same quarter last year [9]. - 'Volumes - Steelmaking - Stainless and electrical steel' is estimated at 151.36 tons, slightly up from 145 tons in the previous year [10]. Stock Performance - Over the past month, shares of Cleveland-Cliffs have returned +27.6%, outperforming the Zacks S&P 500 composite's +0.4% change [10]. - Currently, CLF holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [11].

Core Viewpoint - Carvana (CVNA) is expected to report significant growth in quarterly earnings and revenues, with earnings per share projected at $0.73, a 278.1% increase year-over-year, and revenues forecasted at $4.04 billion, reflecting a 32% increase [1]. Earnings Projections - The consensus EPS estimate has been revised upward by 6.4% in the last 30 days, indicating analysts' reassessment of their initial projections [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate 'Sales and operating revenues - Retail vehicle sales, net' to reach $2.88 billion, a year-over-year increase of 32.3% [5]. - 'Sales and operating revenues - Other sales and revenues' is expected to be $339.14 million, indicating a 48.1% year-over-year increase [5]. - The consensus for 'Sales and operating revenues - Wholesale sales and revenues' stands at $804.95 million, reflecting a 22.5% increase year-over-year [6]. Unit Sales and Profitability - Retail vehicle unit sales are projected to reach 129,401, up from 91,878 in the same quarter last year [6]. - The expected 'Per retail unit gross profit - Total' is $6,956.18, compared to $6,432 in the same quarter last year [6]. - 'Per retail unit gross profit - Retail vehicle' is estimated at $3,350.74, up from $3,080 year-over-year [7]. - 'Per retail unit gross profit - Wholesale' is projected at $851.09, slightly down from $860 in the previous year [7]. - 'Per retail unit gross profit - Other' is expected to be $2,732.90, compared to $2,492 last year [8]. Pricing and Market Metrics - The estimated 'Per unit selling prices - Retail vehicles' is $22,762.43, down from $23,673 year-over-year [9]. - 'Per unit selling prices - Wholesale vehicles' is forecasted to be $9,647.45, slightly up from $9,625 last year [9]. - The average prediction for 'Markets at end of period' is 316, unchanged from the same quarter last year [9]. Stock Performance - Carvana shares have increased by 38.6% over the past month, contrasting with a -0.5% change in the Zacks S&P 500 composite [10]. - With a Zacks Rank 2 (Buy), Carvana is expected to outperform the overall market in the near term [11].

Core Viewpoint - Analysts forecast that Marriott International (MAR) will report quarterly earnings of $2.27 per share, reflecting a year-over-year increase of 6.6%, with anticipated revenues of $6.27 billion, marking a 5% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.7% lower over the last 30 days, indicating a reevaluation of initial estimates by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- Gross fee revenues' will reach $1.25 billion, a 3.6% increase from the year-ago quarter [5]. - 'Revenues- Net fee revenues' are projected at $1.23 billion, indicating a 3.4% increase from the prior-year quarter [5]. - 'Revenues- Owned, leased, and other revenue' is expected to be $363.16 million, reflecting a 1.7% increase from the previous year [6]. - 'Revenues- Franchise fees' are forecasted at $727.37 million, showing a 5.7% increase from the prior-year quarter [6]. Room Metrics - 'Rooms - Owned/Leased' is projected to reach 14,214, up from 13,111 in the same quarter last year [6]. - 'Rooms - Managed' is expected to be 587,915, compared to 566,944 a year ago [7]. - 'Rooms - Franchised' is estimated at 1,102,261, an increase from 1,049,173 in the previous year [7]. - 'Rooms - Total' is projected to reach 1,723,831, compared to 1,643,172 a year ago [8]. - 'Rooms - Franchised - Total International' is estimated at 270,179, up from 236,467 in the previous year [9]. Market Performance - Over the past month, Marriott shares have recorded returns of -1.6%, compared to the Zacks S&P 500 composite's -0.7% change [9].