Core Insights - Stem (STEM) is scheduled to report its second-quarter 2025 earnings on August 7, with revenue estimates at $33.1 million, indicating a 2.65% decrease from the previous year [1] - The consensus estimate for loss is $3 per share, unchanged over the past 90 days, but represents a 31.82% improvement from the same quarter last year [1] - Stem has beaten earnings estimates in three of the last four quarters, with an average surprise of 12.34% [1] Performance Drivers - The performance in Q2 2025 is expected to be driven by the growth of the solar asset performance management software platform, Powertrack, which saw a 10% sequential and 24% year-over-year increase in solar ARR [3] - A 27% workforce reduction announced on April 9 is anticipated to generate $30 million in annual cash savings, with $24 million expected in 2025, aligning with the company's software-first strategy [4] - Profitability is projected to improve throughout the year due to better management of operating expenses and a shift in product mix towards high-margin software and edge devices [5] Seasonal Trends - Seasonal trends may have slightly impacted bookings in Q2, with lower total bookings in Q1 due to seasonality, typically seeing higher volumes in the second half of the year [6] - Despite an increase in key metrics like Contracted Backlog and CARR in Q1, the seasonal pattern may have constrained overall revenue growth in early Q2 [6] Earnings Outlook - According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank of 1, 2, or 3 increases the likelihood of an earnings beat, but Stem currently has an Earnings ESP of 0.00% and a Zacks Rank 3 [7]

Company Performance - Recursion Pharmaceuticals reported a quarterly loss of $0.41 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.35, representing an earnings surprise of -17.14% [1] - The company posted revenues of $19.22 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 33.71%, compared to revenues of $14.42 million a year ago [2] - Over the last four quarters, Recursion Pharmaceuticals has not surpassed consensus EPS estimates and has topped consensus revenue estimates only once [2] Stock Movement and Outlook - Shares of Recursion Pharmaceuticals have declined approximately 14.2% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is -$0.32 on revenues of $13.37 million, and for the current fiscal year, it is -$1.35 on revenues of $68.39 million [7] Industry Context - The Medical - Biomedical and Genetics industry, to which Recursion Pharmaceuticals belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5]

Company Performance - Prothena reported a quarterly loss of $1.86 per share, which was worse than the Zacks Consensus Estimate of a loss of $1.11, and a significant decline from earnings of $1.22 per share a year ago, indicating an earnings surprise of -67.57% [1] - The company posted revenues of $4.42 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 79.2%, and a stark decrease from year-ago revenues of $132.01 million [2] - Over the last four quarters, Prothena has only surpassed consensus EPS estimates once and has not beaten consensus revenue estimates during the same period [2] Stock Performance - Prothena shares have declined approximately 50.8% since the beginning of the year, contrasting with the S&P 500's gain of 6.1% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.96 on revenues of $24.8 million, and for the current fiscal year, it is -$3.94 on revenues of $39.34 million [7] Industry Outlook - The Medical - Biomedical and Genetics industry, to which Prothena belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting that the industry outlook could negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could be a useful metric for investors [5]

Core Viewpoint - Oddity Tech reported quarterly earnings of $0.92 per share, exceeding the Zacks Consensus Estimate of $0.88 per share, and showing an increase from $0.82 per share a year ago, indicating a positive earnings surprise of +4.55% [1] Financial Performance - The company achieved revenues of $241.14 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.83% and reflecting a year-over-year increase from $192.77 million [2] - Over the last four quarters, Oddity Tech has consistently surpassed consensus EPS and revenue estimates [2] Stock Performance - Oddity Tech shares have increased approximately 70.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 6.1% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $0.32 for the coming quarter and $2.04 for the current fiscal year [7] - The Zacks Rank for Oddity Tech is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Industry Context - The Internet - Software industry, to which Oddity Tech belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Insights - W.W. Grainger, Inc. reported weaker-than-expected earnings for Q2, with earnings per share (EPS) of $9.97, missing the analyst consensus estimate of $10.04, while quarterly sales of $4.554 billion exceeded the estimate of $4.522 billion [1] - The company revised its FY2025 GAAP EPS guidance down from a range of $39.00-$41.50 to $38.50-$40.25, but raised its sales guidance from $17.600 billion-$18.100 billion to $17.900 billion-$18.200 billion [2] - CEO D.G. Macpherson emphasized the company's focus on customer relationships and innovation, noting that performance was affected by tariff-related factors, but expressed confidence in the company's ability to create value amid macroeconomic uncertainty [3] Analyst Reactions - Following the earnings announcement, RBC Capital analyst Deane Dray maintained a Sector Perform rating on W.W. Grainger and lowered the price target from $1,176 to $1,007 [6] - Loop Capital analyst Chris Dankert also maintained a Hold rating and reduced the price target from $1,000 to $950 [6]

Market Performance - Global markets experienced a general decline, with MSCI Global down by 2.2%, MSCI Developed down by 2.3%, and MSCI Emerging down by 1.6% [8][15][17] - Among developed markets, the Australian S&P 200 showed the best performance with a decline of only 0.1%, while the French CAC40 was the weakest, down by 3.7% [8][15] - In the emerging markets, the Taiwan Weighted Index was the best performer, up by 0.3%, while the Hang Seng Index was the worst, down by 3.5% [8][15] Trading Sentiment - Trading volume increased across major indices, with the Hang Seng Index reaching 198 billion shares and a turnover of 736.1 billion USD, while the S&P 500 had a turnover of 58.6 billion USD [24] - Investor sentiment in the Hong Kong market improved, with short-selling accounting for 13.5% of total turnover, while North American sentiment showed a decline [24][29] - Volatility increased in the US markets, while it decreased in the Hong Kong market [24][30] Fund Flows - Global macro liquidity expectations turned more accommodative, with the market anticipating 2.4 rate cuts by the Federal Reserve within the year [53][56] - Significant capital inflows were observed in the Hong Kong market, with a total of 18.3 billion HKD flowing in during the last week [61][65] - The net inflow of funds into the Hong Kong market was primarily driven by stable foreign capital, amounting to 13.8 billion HKD [61] Earnings Expectations - The earnings expectations for the Hang Seng Index were revised down from 2195 to 2191 for 2025, with the financial sector seeing the largest upward revision [66][68] - The S&P 500's earnings expectations were adjusted upward from 265 to 267, with the technology sector experiencing the most significant increase [66][68] - The Eurozone STOXX50 index saw a slight downward revision in earnings expectations from 336 to 335 for 2025 [66][68]

Company Overview - Harrow (HROW) is expected to report a year-over-year increase in earnings due to higher revenues for the quarter ended June 2025, with a consensus EPS estimate of $0.00 per share, indicating a +100% change [1][3] - Revenues are projected to be $65.32 million, reflecting a 33.5% increase from the same quarter last year [3] Earnings Expectations - The upcoming earnings report is anticipated to be released on August 11, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised down by 7.89% over the last 30 days, indicating a bearish sentiment among analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for Harrow is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1,000.01%, which complicates predictions of an earnings beat [12] - Harrow currently holds a Zacks Rank of 3, suggesting a neutral outlook [12] Historical Performance - In the last reported quarter, Harrow was expected to post earnings of $0.02 per share but instead reported a loss of -$0.38, resulting in a surprise of -2,000.00% [13] - Over the past four quarters, Harrow has beaten consensus EPS estimates two times [14] Industry Context - Aclaris Therapeutics (ACRS), another player in the Zacks Medical - Drugs industry, is expected to report a loss of $0.13 per share for the same quarter, indicating a year-over-year change of +13.3% [18] - Aclaris's revenues are expected to be $1.55 million, down 44% from the previous year, with a consensus EPS estimate revised 1.4% higher recently [19]

Core Insights - Casella Waste Systems reported a significant revenue increase in Q2, but net income fell short of expectations, leading to a decline in share price [1][2] Financial Performance - The company achieved revenue of over $465 million in Q2, representing a more than 23% increase compared to the same quarter in 2024 [4] - GAAP net income decreased to $5.2 million ($0.08 per share) from slightly over $7 million in the previous year [4] - Analysts had anticipated a much higher net income of $0.33 per share, while they underestimated revenue projections at $454 million [5] Growth Factors - Acquisitions contributed to the revenue growth, with six buyouts completed in the first half of the year [5] - Increased landfill volumes were also cited as a catalyst for the top-line growth [5] Guidance Revisions - The company raised its full-year 2025 revenue outlook to between $1.82 billion and $1.84 billion, up from just under $1.78 billion [6] - However, the guidance for GAAP net income was lowered to a range of $8 million to $18 million, down from the previous estimate of $10 million to $25 million [6]

预期的盈利主要得益于集团整体战略规划调整，出售子公司股权收益，以及优化资源配置，减少亏损。 联华超市(00980)发布公告，较截至2024年6月30日止六个月的归属于公司股东的净亏损约为人民币 5480.9万元，集团预计截至2025年6月30日止六个月的业绩将取得归属于公司股东的盈利，盈利约为人 民币2500万元至5500万元。 ...

Core Insights - SOFI Technologies, Inc. reported strong second-quarter 2025 results with earnings and revenues exceeding expectations, yet the stock declined by 2.4% post-earnings release [1][9]. Financial Performance - Adjusted earnings per share were 8 cents, surpassing the Zacks Consensus Estimate by 33.3% and more than doubling from the previous year [2][9]. - Revenues reached $858.2 million, beating the consensus estimate by 6.6% and increasing by 43.4% year-over-year [2][9]. Segment Performance - The Financial Services segment generated net revenues of $362.5 million, more than doubling year-over-year [3]. - Revenues from the Technology Platform segment and Lending segment were $109.8 million and $443.5 million, reflecting year-over-year increases of 15% and 30%, respectively [3][9]. - The Loan Platform Business contributed $130.6 million to consolidated adjusted net revenues, with $127.4 million coming from $2.4 billion in personal loans originated for third parties [4]. Profitability Metrics - Adjusted EBITDA for Q2 was $249.1 million, an increase of 80.6% from the prior year, with an adjusted EBITDA margin of 29%, improving by 600 basis points year-over-year [5]. Balance Sheet and Cash Flow - At the end of Q2 2025, SOFI had cash and cash equivalents of $2.1 billion, down from $2.5 billion at the end of Q4 2024 [6]. Future Guidance - For full-year 2025, SOFI anticipates revenues of approximately $3.375 billion, exceeding previous guidance by $65 million, with a Zacks Consensus Estimate of $3.28 billion [7]. - Adjusted EBITDA is expected to be around $960 million, above prior guidance, representing an EBITDA margin of 28% [7]. - The company now projects EPS of approximately 31 cents, higher than previous guidance and the Zacks Consensus Estimate of 28 cents [8]. - GAAP net income is expected to be around $370 million, surpassing prior guidance [8].