Core Insights - Affiliated Managers Group Inc. (AMG) is expected to report improved year-over-year earnings and revenues for Q2 2025, with a history of earnings surprises [1][2] - The company has made strategic moves, including acquisitions and divestitures, to enhance its portfolio and align with market trends [3][4][5] Financial Expectations - Management anticipates adjusted EBITDA in the range of $210-$225 million, with net income projected between $104 million and $115 million [6][7] - Earnings per share (EPS) is expected to be between $5.01 and $5.39, reflecting stronger assets under management (AUM) and new deals [9][11] - The Zacks Consensus Estimate for earnings is $5.25, indicating a 12.4% increase from the previous year, while sales are projected at $510.2 million, showing 2% growth [11] Recent Developments - AMG announced an agreement to acquire a minority equity interest in Verition Fund Management, managing approximately $12.6 billion in assets [3] - The company reached a definitive agreement to acquire a minority interest in Qualitas Energy, focusing on renewable energy, expected to close in Q4 2025 [4] - AMG is divesting its equity stake in Peppertree Capital Management for approximately $240 million, expected to close in Q3 2025 [5] Market Position - AMG's earnings surprise history shows that it has surpassed consensus estimates in three of the last four quarters, with an average beat of 2.99% [2] - The company currently holds a Zacks Rank 3, indicating a stable outlook [10]

Core Viewpoint - Transocean Ltd. (RIG) is expected to report a loss of 1 cent per share with revenues of $968.1 million for Q2 2025, reflecting a year-over-year growth of 12.44% from the previous year's $861 million in revenues [1][3]. Group 1: Q1 Performance and Surprise History - In the last reported quarter, RIG had an adjusted net loss of 10 cents per share, which was better than the Zacks Consensus Estimate of a loss of 12 cents. Adjusted revenues were $906 million, surpassing the estimate of $886 million [2]. - RIG has beaten the Zacks Consensus Estimate in two of the last four quarters, with an average negative surprise of 242.7% [2]. Group 2: Revenue and Cost Projections - RIG's revenues are projected to improve due to strong performance in its segments, particularly the Ultra-Deepwater Floaters segment, which is expected to grow by 16.1% year-over-year to $703.5 million, and the Harsh Environment Floaters segment, anticipated to rise by 5.1% to $267.9 million [5]. - Total costs and expenses for RIG are expected to increase by 11% year-over-year to $862.7 million, driven by a 15% rise in Operating and Maintenance (O&M) costs to $614.3 million and a 10.5% increase in depreciation and amortization expenses to $203.3 million [6][7]. Group 3: Earnings Expectations - The Zacks Consensus Estimate for RIG's second-quarter earnings has remained unchanged over the past 30 days, indicating a significant year-over-year growth of 93.33% [3]. - RIG's Earnings ESP is 0.00%, suggesting that the model does not predict an earnings beat for this quarter [10].

Group 1 - Boston Properties (BXP) reported quarterly funds from operations (FFO) of $1.71 per share, exceeding the Zacks Consensus Estimate of $1.67 per share, but down from $1.77 per share a year ago, representing an FFO surprise of +2.40% [1] - The company posted revenues of $805.94 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.63%, compared to year-ago revenues of $790.55 million, and has topped consensus revenue estimates three times over the last four quarters [2] - The current consensus FFO estimate for the coming quarter is $1.75 on revenues of $808.95 million, and for the current fiscal year, it is $6.86 on revenues of $3.23 billion [7] Group 2 - Boston Properties shares have underperformed the market, losing about 6.4% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the top 34% of over 250 Zacks industries, indicating that the industry outlook can significantly impact stock performance [8] - The estimate revisions trend for Boston Properties was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

In the latest trading session, Astera Labs, Inc. (ALAB) closed at $118.41, marking a -4.55% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.3%. Elsewhere, the Dow lost 0.46%, while the tech-heavy Nasdaq lost 0.38%. The company's stock has climbed by 37.19% in the past month, exceeding the Computer and Technology sector's gain of 4.85% and the S&P 500's gain of 3.64%.The investment community will be paying close attention to the earnings performance of Astera Lab ...

Company Performance - Bitfarms Ltd. closed at $1.24, down 3.13% from the previous session, underperforming the S&P 500's loss of 0.3% [1] - Over the past month, Bitfarms shares gained 52.35%, significantly outperforming the Business Services sector's gain of 0.16% and the S&P 500's gain of 3.64% [1] Financial Forecast - The upcoming financial results are expected to show an EPS of -$0.01, reflecting an 85.71% increase from the same quarter last year [2] - Revenue is projected at $81.84 million, up 96.97% year-over-year [2] Annual Estimates - For the entire year, the forecast indicates an EPS of -$0.1 and revenue of $328.49 million, representing increases of 28.57% and 70.31% respectively compared to the previous year [3] - Recent adjustments to analyst estimates suggest a positive outlook for Bitfarms, indicating analyst optimism regarding business and profitability [3] Analyst Ratings - The Zacks Rank system, which evaluates estimate changes, currently rates Bitfarms Ltd. as 2 (Buy) [5] - Over the last 30 days, the Zacks Consensus EPS estimate has increased by 31.03% [5] Industry Context - The Technology Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 87, placing it in the top 36% of all industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Company Performance - Coterra Energy (CTRA) ended the recent trading session at $24.22, showing a +1.72% change from the previous day's closing price, outperforming the S&P 500 which registered a daily loss of 0.3% [1] - Prior to the recent trading session, shares of Coterra Energy had lost 6.19%, lagging behind the Oils-Energy sector's gain of 3.2% and the S&P 500's gain of 3.64% [1] Earnings Forecast - Coterra Energy is expected to release its earnings on August 4, 2025, with a predicted EPS of $0.43, indicating a 16.22% growth compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projecting net sales of $1.7 billion, up 33.57% from the year-ago period [2] Annual Estimates - For the annual period, the Zacks Consensus Estimates anticipate earnings of $2.57 per share and revenue of $7.58 billion, signifying shifts of +52.98% and +38.85%, respectively, from the last year [3] Analyst Estimates - Recent modifications to analyst estimates for Coterra Energy indicate the changing nature of near-term business trends, with positive revisions reflecting analysts' confidence in business performance and profit potential [4] Zacks Rank and Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a track record of outperformance, with 1 stocks generating an average annual return of +25% since 1988; Coterra Energy currently features a Zacks Rank of 3 (Hold) [6] Valuation Metrics - Coterra Energy is currently traded at a Forward P/E ratio of 9.27, which is a discount compared to the average Forward P/E of 11.24 for its industry [7] - The company has a PEG ratio of 0.31, compared to the industry average PEG ratio of 0.71 [8] Industry Context - The Oil and Gas - Exploration and Production - United States industry, part of the Oils-Energy sector, carries a Zacks Industry Rank of 175, placing it within the bottom 30% of over 250 industries [9]

In the latest trading session, Diamondback Energy (FANG) closed at $152.50, marking a +1.32% move from the previous day. The stock outperformed the S&P 500, which registered a daily loss of 0.3%. On the other hand, the Dow registered a loss of 0.46%, and the technology-centric Nasdaq decreased by 0.38%. The energy exploration and production company's shares have seen an increase of 9.55% over the last month, surpassing the Oils-Energy sector's gain of 3.2% and the S&P 500's gain of 3.64%.The upcoming earnin ...

Pacific Biosciences of California (PACB) closed at $1.54 in the latest trading session, marking a -6.1% move from the prior day. This change lagged the S&P 500's daily loss of 0.3%. Elsewhere, the Dow saw a downswing of 0.46%, while the tech-heavy Nasdaq depreciated by 0.38%. Heading into today, shares of the maker of genetic analysis technology had gained 32.26% over the past month, outpacing the Medical sector's gain of 0.76% and the S&P 500's gain of 3.64%.Investors will be eagerly watching for the perfo ...

Group 1 - Acadia Realty Trust reported quarterly funds from operations (FFO) of $0.32 per share, missing the Zacks Consensus Estimate of $0.33 per share, but showing an increase from $0.31 per share a year ago, resulting in an FFO surprise of -3.03% [1] - The company posted revenues of $100.59 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.17%, compared to year-ago revenues of $87.25 million, and has topped consensus revenue estimates three times over the last four quarters [2] - The stock has underperformed the market, losing about 23% since the beginning of the year, while the S&P 500 gained 8.6% [3] Group 2 - The current consensus FFO estimate for the coming quarter is $0.34 on revenues of $101.2 million, and for the current fiscal year, it is $1.36 on revenues of $399.8 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Retail is currently in the top 38% of over 250 Zacks industries, indicating that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Navios Maritime Partners LP (NMM) closed at $42.42 in the latest trading session, marking a -1.07% move from the prior day. This move lagged the S&P 500's daily loss of 0.3%. Meanwhile, the Dow experienced a drop of 0.46%, and the technology-dominated Nasdaq saw a decrease of 0.38%. The company's shares have seen an increase of 13.8% over the last month, surpassing the Transportation sector's gain of 2.69% and the S&P 500's gain of 3.64%.Market participants will be closely following the financial results of ...