Earnings Overview - Earnings reports are currently the focus, with Starbucks Corp and Snap Inc experiencing significant declines after their quarterly results failed to meet investor expectations [1] Starbucks Corp - Starbucks stock is down 10.1% following a fiscal second-quarter report that missed analysts' expectations, with revenue reported at $8.7 billion and U.S. same-store sales declining by 2% [2] - CEO Laxman Narasimhan expressed optimism about the company's turnaround despite the weak results [2] - Stifel reduced its price target for Starbucks from $103 to $92, with at least 10 other firms also revising their price targets downward; the average 12-month target price is now $93.98, indicating a 10.6% premium to the previous close [2] Snap Inc - Snap stock is down 15.2% in premarket trading after reporting slightly better-than-expected first-quarter revenue but withholding second-quarter guidance due to macroeconomic uncertainty [4] - The company cited emerging "headwinds" that prompted a more cautious outlook [4] - MoffettNathanson cut its price target for Snap from $8 to $1, with 11 other analysts also reducing their price objectives; the consensus 12-month target price is $10.05, suggesting a 31.7% premium to Tuesday's close [5]

Group 1: Starbucks Corp - Starbucks stock is down 10.1% after missing analysts' expectations for its fiscal second-quarter report, with revenue at $8.7 billion and U.S. same-store sales declining by 2% [2] - CEO Laxman Narasimhan expressed optimism about the company's turnaround despite the weak results [2] - Stifel and at least 10 other firms have cut their price targets for Starbucks, with the new average 12-month target price at $93.98, indicating a 10.6% premium to the last close [2] Group 2: Snap Inc - Snap stock is down 15.2% in premarket trading after posting slightly better-than-expected first-quarter revenue but withholding second-quarter guidance due to macroeconomic uncertainty [4] - MoffettNathanson reduced its price target for Snap from $8 to $1, with 11 other analysts also slashing their price objectives [5] - The consensus 12-month target price for Snap is $10.05, which still implies a 31.7% premium to Tuesday's close [5]

Core Insights - Kite Realty Group (KRG) reported revenue of $221.76 million for the quarter ended March 2025, reflecting a year-over-year increase of 6.9% [1] - The earnings per share (EPS) for the quarter was $0.53, significantly higher than $0.06 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $212.14 million by 4.54%, while the EPS also surpassed the consensus estimate of $0.51 by 3.92% [1] Revenue Breakdown - Rental income was reported at $219.17 million, exceeding the average estimate of $209.02 million from three analysts, marking a 6.5% year-over-year increase [4] - Tenant recoveries amounted to $44.64 million, slightly above the two-analyst average estimate of $44.48 million [4] - Minimum rent revenue was reported at $155.17 million, which fell short of the two-analyst average estimate of $164.33 million [4] Stock Performance - Over the past month, shares of Kite Realty Group have returned -2.3%, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Financial Performance - For the quarter ended March 2025, Tenable reported revenue of $239.14 million, reflecting a year-over-year increase of 10.7% [1] - Earnings per share (EPS) for the quarter was $0.36, up from $0.25 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $233.62 million by 2.36% [1] - The company delivered an EPS surprise of 28.57%, with the consensus EPS estimate being $0.28 [1] Key Metrics - Calculated Current Billings were $215.36 million, surpassing the average estimate of $182.09 million based on seven analysts [4] - Subscription revenue reached $220.44 million, compared to the average estimate of $215.49 million, marking an 11.5% year-over-year increase [4] - Revenue from professional services and other was $7.14 million, exceeding the estimated $6.57 million, representing a 15.8% year-over-year change [4] - Revenue from perpetual license and maintenance was $11.55 million, slightly below the average estimate of $11.71 million, indicating a year-over-year decline of 5% [4] Stock Performance - Shares of Tenable have returned -5.4% over the past month, while the Zacks S&P 500 composite experienced a -0.8% 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]

Core Insights - Extra Space Storage (EXR) reported revenue of $820 million for Q1 2025, reflecting a 2.6% increase year-over-year, but a slight miss of 0.42% against the Zacks Consensus Estimate of $823.42 million [1] - Earnings per share (EPS) for the quarter was $2.00, up from $1.10 in the same quarter last year, exceeding the consensus estimate of $1.96 by 2.04% [1] Financial Performance Metrics - Same-store square foot occupancy was reported at 93.4%, slightly below the estimated 93.9% [4] - Property rental revenue reached $704.38 million, surpassing the average estimate of $702.06 million, with a year-over-year increase of 2.4% [4] - Management and franchise fees totaled $30.91 million, slightly below the average estimate of $31.32 million, marking a year-over-year increase of 2.5% [4] - Tenant insurance revenue was $84.71 million, compared to the average estimate of $85.58 million, reflecting a year-over-year change of 4.1% [4] - Same-store rental revenue was reported at $659.74 million, significantly exceeding the average estimate of $407.10 million, with a remarkable year-over-year increase of 59.1% [4] - Diluted net income per common share was $1.28, above the estimated $1.05 [4] Stock Performance - Over the past month, shares of Extra Space Storage have returned -4.4%, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - AtriCure reported revenue of $123.62 million for Q1 2025, a 13.6% increase year-over-year, with an EPS of -$0.14 compared to -$0.25 a year ago, exceeding the Zacks Consensus Estimate of $123.43 million by 0.16% and delivering an EPS surprise of 44% [1] Revenue Performance - U.S. Revenue in Pain Management reached $17.27 million, surpassing the average estimate of $16.17 million by analysts, reflecting a year-over-year increase of 35.6% [4] - Total U.S. Revenue was $101.15 million, exceeding the average estimate of $100.60 million, with a year-over-year change of 12.1% [4] - International Revenue in Pain Management was $1.79 million, slightly below the estimated $1.92 million, but showed a significant year-over-year increase of 90.9% [4] - Total International Revenue was $22.47 million, slightly below the average estimate of $22.70 million, with a year-over-year change of 20.8% [4] Segment Performance - International Revenue from Minimally Invasive Ablation was $2.01 million, below the estimated $2.37 million, representing a year-over-year decrease of 4.8% [4] - International Revenue from Appendage Management was $9.67 million, slightly above the average estimate of $9.60 million, with a year-over-year increase of 26.5% [4] - U.S. Revenue from Open Ablation was $33.31 million, close to the average estimate of $33.41 million, reflecting a year-over-year increase of 13.7% [4] - U.S. Revenue from Minimally Invasive Ablation was $8.48 million, significantly below the estimated $10.82 million, showing a year-over-year decrease of 31.2% [4] - U.S. Revenue from Appendage Management was $42.09 million, exceeding the average estimate of $40.21 million, with a year-over-year increase of 17.3% [4] Stock Performance - AtriCure's shares have returned 4.4% over the past month, outperforming the Zacks S&P 500 composite, which declined by 0.8% [3]

Core Insights - SoFi Technologies, Inc. reported $770.72 million in revenue for Q1 2025, a year-over-year increase of 32.7% and an EPS of $0.06 compared to $0.02 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $742.34 million by 3.82%, and the EPS surprised by 100% against the consensus estimate of $0.03 [1] Financial Performance Metrics - Total Accounts in the Technology Platform segment were 158.43 million, below the estimated 173.3 million [4] - Total Products in the Financial Services segment reached 13.79 million, slightly above the estimate of 13.54 million [4] - Membership count was 10.92 million, exceeding the average estimate of 10.62 million [4] - Total Products were reported at 15.92 million, close to the estimate of 15.94 million [4] - Net Interest Income was $498.73 million, surpassing the average estimate of $472.74 million [4] - Total Noninterest Income was $273.03 million, above the estimate of $267.34 million [4] - Other income was $41.04 million, significantly below the estimate of $70.85 million [4] - Technology products and solutions revenue was $86.44 million, slightly below the estimate of $88.15 million [4] - Loan origination, sales, and securitizations generated $48.36 million, below the estimate of $61.40 million [4] - Total Interest Income was $763.81 million, exceeding the estimate of $750.72 million [4] - Servicing income was $4.45 million, significantly above the estimate of $0.52 million [4] - Total Adjusted Net Revenue from Lending was $412.33 million, above the estimate of $381.02 million [4] Stock Performance - SoFi Technologies' shares returned +13.5% over the past month, contrasting with the Zacks S&P 500 composite's -0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Royal Caribbean reported $4 billion in revenue for Q1 2025, a year-over-year increase of 7.3% and an EPS of $2.71 compared to $1.77 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $4.01 billion, resulting in a surprise of -0.17%, while the EPS exceeded expectations by +7.11% [1] Financial Performance Metrics - Available Passenger Cruise Days (APCD) were reported at 12,657.99 days, slightly below the average estimate of 12,680.56 days [4] - Net Yields stood at $258.83, slightly above the average estimate of $257.86 [4] - The occupancy rate was 108.8%, exceeding the average estimate of 107.7% [4] - Passenger Cruise Days totaled 13,768.33 days, compared to the estimated 13,646.2 days [4] - Net Cruise Costs Excluding Fuel per APCD were $129.54, lower than the average estimate of $131.66 [4] - Net Cruise Costs per APCD were reported at $151.44, below the average estimate of $153.69 [4] - The number of passengers carried was 2.24 million, slightly above the average estimate of 2.23 million [4] - Onboard and other revenues reached $1.26 billion, matching the average estimate and reflecting a year-over-year change of +5.8% [4] - Passenger ticket revenues were $2.74 billion, consistent with the average estimate and representing an 8% year-over-year increase [4] Stock Performance - Royal Caribbean shares returned +5.3% over the past month, outperforming the Zacks S&P 500 composite, which changed by -0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Hilton Worldwide Holdings Inc. reported $2.7 billion in revenue for Q1 2025, a year-over-year increase of 4.7% and an EPS of $1.72 compared to $1.53 a year ago, with a slight revenue miss against the Zacks Consensus Estimate of $2.71 billion [1] - The company delivered an EPS surprise of +6.83%, exceeding the consensus EPS estimate of $1.61 [1] Financial Performance Metrics - Total owned/leased rooms stood at 15,606, below the average estimate of 17,109 based on two analysts [4] - Revenue per available room (RevPAR) system-wide was $103.59, slightly below the average estimate of $106.21 [4] - Total systemwide rooms were reported at 1,282,192, exceeding the average estimate of 1,273,692 [4] - System-wide RevPAR growth was 2.5%, matching the two-analyst average estimate [4] Revenue Breakdown - Revenues from owned and leased hotels were $234 million, below the five-analyst average estimate of $258.21 million, representing a year-over-year decline of -8.2% [4] - Other revenues totaled $46 million, compared to the estimated $55.03 million, reflecting an -8% change year-over-year [4] - Franchise and licensing fees generated $625 million, slightly below the average estimate of $629 million, but showing a +9.5% year-over-year increase [4] - Base and other management fees were $88 million, in line with the four-analyst average estimate of $88.41 million, indicating a -17% year-over-year change [4] - Incentive management fees reached $72 million, surpassing the average estimate of $67.81 million, with a +2.9% year-over-year increase [4] Stock Performance - Hilton Worldwide shares have returned -2.6% over the past month, compared to the Zacks S&P 500 composite's -0.8% 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]

Core Insights - Altria reported $4.52 billion in revenue for Q1 2025, a year-over-year decline of 4.2% and a surprise of -2.57% compared to the Zacks Consensus Estimate of $4.64 billion [1] - The EPS for the quarter was $1.23, which is an increase from $1.15 a year ago, resulting in an EPS surprise of +5.13% against the consensus estimate of $1.17 [1] Revenue Performance - Net revenue from All Other/Financial Services was -$17 million, significantly lower than the estimated $36 million, representing a -189.5% change year-over-year [4] - Revenues net of excise taxes for Oral tobacco products were $629 million, slightly below the average estimate of $633.90 million, showing a +0.5% change year-over-year [4] - Revenues net of excise taxes for Smokeable Products were $3.91 billion, compared to the estimated $3.97 billion, reflecting a -4.1% change year-over-year [4] Operating Income - Operating income for Oral tobacco products was $433 million, compared to the average estimate of $448.82 million [4] - Adjusted operating income for Smokeable Products was $2.52 billion, exceeding the average estimate of $2.48 billion [4] - Operating loss for All Other/Financial Services was -$1.01 billion, significantly worse than the estimated -$120 million [4] Stock Performance - Altria's shares have returned -3.1% over the past month, while the Zacks S&P 500 composite has changed by -0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]