Analysts on Wall Street project that JFrog Ltd. (FROG) will announce quarterly earnings of $0.16 per share in its forthcoming report, representing an increase of 6.7% year over year. Revenues are projected to reach $128.4 million, increasing 17.7% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company announces ...

Core Insights - Ball Corporation reported third-quarter 2025 adjusted earnings per share (EPS) of $1.02, matching the Zacks Consensus Estimate and reflecting a 12% year-over-year improvement driven by higher volumes across all segments [1][8] - Total sales reached $3.38 billion, surpassing the previous year's $3.08 billion and beating the Zacks Consensus Estimate of $3.32 billion, with global aluminum packaging shipments increasing by 3.9% year over year [2][8] Financial Performance - The cost of sales was $2.7 billion, an increase of 11.4% from the prior-year quarter, while gross profit totaled $678 million, up 3% from $657 million, resulting in a gross margin of 20.1%, down from 21.3% in the previous year [5] - Selling, general and administrative expenses decreased by 8.5% year over year to $130 million, with comparable segment operating earnings rising to $437 million from $409 million in the prior year [6] Segment Performance - Beverage Packaging North and Central America segment revenues increased by 12.5% year over year to $1.64 billion, with operating earnings of $210 million, up 3% year over year [7] - Beverage Packaging EMEA segment revenues rose by 11% year over year to $1.06 billion, with operating earnings growing by 14.8% to $147 million [8][9] - Beverage Packaging South America segment revenues increased by 5% year over year to $508 million, with operating earnings rising by 2.6% to $80 million [9] Cash Flow and Debt - Cash and cash equivalents at the end of Q3 2025 were $0.57 billion, down from $1.44 billion a year earlier, with cash generated from operating activities amounting to $51 million compared to a cash outflow of approximately $385 million in the previous year [10] - Long-term debt increased to $6.86 billion as of September 30, 2025, from $5.35 billion a year prior, with the company returning $1.27 billion to shareholders through share repurchases and dividends [11] Outlook - The company anticipates growth in comparable earnings per share of 12-15% for 2025 [12] Market Performance - Ball Corporation's shares have declined by 14.6% year to date, compared to a 6.4% decline in the industry [13]

Core Insights - Wheaton Precious Metals (WPM) is set to report its third-quarter 2025 results on November 6, with sales estimated at $470.4 million, reflecting a 52.5% year-over-year growth, and earnings per share (EPS) projected at 59 cents, indicating a 73.5% increase from the previous year [1][5][6] Financial Performance - The Zacks Consensus Estimate for WPM's third-quarter sales is $470.4 million, which represents a 52.5% increase compared to the same quarter last year [1][5] - The consensus estimate for earnings is 59 cents per share, showing a year-over-year growth of 73.5% [1][5] - Earnings estimates have decreased by 1.7% over the past 60 days [1] Earnings Surprise History - WPM has outperformed the consensus estimate in two of the last four quarters, with an average surprise of 4.7% [3][4] Production Outlook - WPM anticipates an attributable production of 600,000-670,000 gold equivalent ounces (GEOs) for 2025, indicating a 10% year-over-year increase [7] - The third-quarter production is projected at 162,298 GEOs, reflecting a 13.7% year-over-year increase, including 94,165 ounces of gold, which is an 8.5% increase [8][10] Sales Projections - Total gold sales for the third quarter are expected to reach $275 million, a 46% year-over-year rise, contributing 60.3% to total sales [11] - Silver sales volume is projected at 5.52 million ounces, leading to $176 million in sales, a 52.9% increase year-over-year [12] Price Performance - WPM's stock has increased by 51% over the past year, significantly outperforming the industry average growth of 19.3% [14]

Core Viewpoint - The market anticipates Ondas Holdings Inc. (ONDS) will report a year-over-year increase in earnings driven by higher revenues for the quarter ended September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate indicates a quarterly loss of $0.05 per share, reflecting a year-over-year improvement of +66.7%. Revenues are projected to reach $7.37 million, representing a significant increase of 398% compared to the same quarter last year [3]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised 9.09% higher, indicating a collective reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for Ondas is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +40.00%. This suggests a bullish sentiment among analysts regarding the company's earnings prospects [12]. Historical Performance - In the last reported quarter, Ondas was expected to post a loss of $0.11 per share but actually reported a loss of -$0.08, achieving a surprise of +27.27%. However, the company has only beaten consensus EPS estimates once in the last four quarters [13][14]. Investment Considerations - While Ondas is viewed as a strong candidate for an earnings beat, investors are advised to consider other factors that may influence stock performance beyond earnings results [15][17].

Core Insights - Analysts project Block (XYZ) will report quarterly earnings of $0.63 per share, a decline of 28.4% year over year, with revenues expected to reach $6.34 billion, an increase of 6.1% from the same quarter last year [1] Revenue Estimates - Revenue from Bitcoin is forecasted to be $2.32 billion, indicating a year-over-year decline of 4.3% [3] - Subscription and services-based revenue is expected to reach $2.17 billion, reflecting a year-over-year increase of 20.8% [4] - Hardware revenue is projected at $37.02 million, showing a slight increase of 0.5% year over year [4] - Transaction-based revenue is estimated to be $1.87 billion, representing a year-over-year increase of 9.2% [4] - Total revenue from Square is anticipated to be $2.22 billion, indicating a year-over-year increase of 10.8% [5] - Total revenue from Cash App is expected to be $4.06 billion, reflecting a year-over-year increase of 3.4% [5] - Square Hardware revenue is projected at $37.30 million, showing a year-over-year increase of 1.6% [5] - Square Subscription and services-based revenue is expected to reach $369.25 million, indicating a year-over-year increase of 14.5% [6] - Square Transaction-based revenue is projected at $1.81 billion, reflecting a year-over-year increase of 10.1% [6] - Cash App Bitcoin revenue is expected to be $2.24 billion, indicating a year-over-year decline of 7.9% [7] - Cash App Transaction-based revenue is projected at $57.95 million, reflecting a year-over-year decline of 17.2% [7] Gross Payment Volume - Gross Payment Volume (GPV) is expected to reach $68.62 billion, compared to $62.49 billion from the previous year [8] Stock Performance - Over the past month, shares of Block have returned -4.5%, while the Zacks S&P 500 composite has increased by 2.1% [8]

Core Insights - Clean Harbors, Inc. (CLH) reported disappointing third-quarter 2025 results, with earnings and revenues falling short of the Zacks Consensus Estimate, leading to a 15.2% decline in stock price since the results were released on October 29 [1][9]. Financial Performance - CLH's earnings per share were $2.21, missing the Zacks Consensus Estimate by 6.8%, but showing a 4.3% increase year-over-year. Total revenues reached $1.5 billion, missing estimates by 1.7% but increasing 1.3% year-over-year [2]. - Adjusted EBITDA was $320.2 million, a 6.1% increase from the previous year, but below the estimate of $328.9 million. The adjusted EBITDA margin improved to 20.7%, up 100 basis points from the year-ago quarter [4]. - Segment-wise, Environmental Services (ES) revenues were $1.3 billion, a 2.4% increase year-over-year, while Safety-Kleen Sustainability Solutions (SKSS) revenues totaled $230.8 million, down 4.5% year-over-year [3][9]. Segment Analysis - Adjusted EBITDA for ES was $357.2 million, a 7.4% year-over-year increase but below the estimate of $378 million. For SKSS, adjusted EBITDA was $40.9 million, slightly down from the previous year but exceeding the estimate of $38.4 million [5]. Balance Sheet & Cash Flow - At the end of the quarter, CLH had cash and cash equivalents of $759.2 million, up from $600.2 million in the previous quarter. Inventories were $377.3 million, down from $383.4 million [6]. - Long-term debt remained flat at $2.8 billion. The company generated $302 million in net cash from operating activities, with capital expenditures of $94.4 million and adjusted free cash flow utilized at $230.6 million [7]. 2025 Guidance - For 2025, CLH updated its guidance for adjusted EBITDA to $1.16-$1.18 billion, down from the previous range of $1.16-$1.20 billion. However, the adjusted free cash flow outlook was raised to $445-$495 million, compared to the prior estimate of $430-$490 million [8].

Core Insights - Cirrus Logic, Inc. is a semiconductor company specializing in audio and voice signal processing components, serving markets such as mobile communications, automotive, and consumer electronics [1] - The company is set to release its quarterly earnings on November 4, 2025, with analysts estimating an EPS of $2.37 and projected revenue of approximately $540.5 million, while the Zacks Consensus Estimate predicts a slightly higher EPS of $2.40 [2][6] - Cirrus Logic has been upgraded to a Zacks Rank 1 (Strong Buy), indicating increased optimism about its earnings prospects and potential upward movement in stock price [3][6] - Despite a projected decline in revenue, the company is expected to report a year-over-year increase in earnings for the quarter ending September 2025, with market attention on whether it can surpass these expectations [4] - Financial metrics indicate a P/E ratio of approximately 19.39, a price-to-sales ratio of about 3.49, and a strong current ratio of 6.58, reflecting the company's financial health and conservative debt usage [5][6]

Core Insights - Cencora (COR) is expected to report quarterly earnings of $3.79 per share, reflecting a year-over-year increase of 13.5% [1] - Projected revenues for the quarter are anticipated to be $83.16 billion, which represents a 5.2% increase from the previous year [1] - The consensus EPS estimate has been adjusted upward by 0.3% over the past 30 days, indicating a reassessment by analysts [1] Revenue Projections - Analysts project 'Revenue- Total International Healthcare Solutions' to reach $8.00 billion, indicating an 8.3% increase from the prior-year quarter [4] - The consensus for 'Revenue- Total U.S. Healthcare Solutions' is $75.11 billion, reflecting a year-over-year change of 4.8% [4] - 'Revenue- International Healthcare Solutions- Alliance Healthcare' is expected to be $6.47 billion, showing an 8.9% year-over-year increase [5] - 'Revenue- U.S. Healthcare Solutions- Animal Health' is estimated at $1.36 billion, suggesting a decline of 3.1% year over year [5] - The estimate for 'Revenue- U.S. Healthcare Solutions- Human Health' stands at $73.80 billion, indicating a 5% increase from the previous year [5] - 'Revenue- International Healthcare Solutions- Other Healthcare Solutions' is forecasted to reach $1.61 billion, reflecting an 11.7% increase [6] Operating Income Estimates - 'Operating income- Non-GAAP- International Healthcare Solutions' is projected to be $170.29 million, compared to $153.67 million from the previous year [6] - 'Operating income- Non-GAAP- U.S. Healthcare Solutions' is expected to arrive at $840.57 million, up from $697.38 million year-over-year [7] Stock Performance - Cencora shares have increased by 10.6% over the past month, outperforming the Zacks S&P 500 composite, which rose by 2.1% [7] - Cencora holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [7]

Core Insights - Analysts forecast McDonald's (MCD) quarterly earnings of $3.35 per share, reflecting a year-over-year increase of 3.7% and revenues of $7.07 billion, up 2.8% from the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 0.3% over the past 30 days, indicating a collective reassessment 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 - Estimated revenues from company-owned and operated sales total $2.57 billion, down 3.1% year-over-year [5] - Franchised revenues are expected to reach $4.36 billion, indicating a year-over-year increase of 6.4% [5] - Total other revenues are projected at $159.29 million, reflecting a significant year-over-year increase of 28.5% [5] Systemwide Restaurant Metrics - Total systemwide restaurants are expected to reach 44,598, compared to 42,819 in the previous year [6] - Systemwide restaurants in International Developmental Licensed Markets & Corporate are projected at 20,331, up from 18,943 year-over-year [7] - Total U.S. systemwide restaurants are estimated at 13,609, compared to 13,498 last year [8] - Total franchised systemwide restaurants are expected to be 42,528, up from 40,755 year-over-year [8] Stock Performance - McDonald's shares have increased by 0.9% over the past month, while the Zacks S&P 500 composite has risen by 2.1% [10] - McDonald's holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near term [10]

Core Insights - Analysts project Iron Mountain (IRM) will report quarterly earnings of $1.29 per share, reflecting a year-over-year increase of 207.1% [1] - Revenue is expected to reach $1.76 billion, marking a 12.7% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts have not revised their projections [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Breakdown - Analysts expect 'Revenues- Storage Rental Revenue' to be $1.03 billion, a year-over-year increase of 10.3% [4] - 'Revenues- Service Revenue' is projected to reach $722.15 million, reflecting a 16.2% increase from the prior-year quarter [5] - The consensus for 'Global Data Center Business- Total Revenues' stands at $201.90 million, indicating a 31.8% increase from the year-ago quarter [5] - 'Corporate and Other- Total Revenues' is estimated at $199.53 million, showing a 38.8% increase from the prior-year quarter [5] Global Business Metrics - The combined estimate for 'Global RIM Business- Total Revenue' is $1.35 billion, representing a year-over-year change of 7.4% [6] - 'Global Data Center Business- Storage Rental' is expected to reach $197.20 million, a 30.8% increase from the year-ago quarter [6] - 'Global RIM Business- Service' is forecasted at $539.74 million, indicating a 9.6% increase from the prior-year quarter [7] - 'Corporate and Other- Service' is projected to be $176.81 million, reflecting a 39.6% increase from the prior-year quarter [7] - 'Global RIM Business- Storage Rental' is expected to reach $818.49 million, a 6.6% increase from the year-ago quarter [7] Adjusted EBITDA Estimates - 'Corporate and Other- Storage Rental' is estimated at $18.88 million, suggesting a 10.3% year-over-year change [8] - 'Global Data Center Business- Adjusted EBITDA' is projected to be $99.66 million, compared to $66.80 million reported in the same quarter last year [8] - 'Global RIM Business- Adjusted EBITDA' is estimated at $614.40 million, up from $568.99 million reported in the same quarter last year [9] Stock Performance - Iron Mountain shares have decreased by 1.9% over the past month, contrasting with a 2.1% increase in the Zacks S&P 500 composite [10] - With a Zacks Rank 2 (Buy), IRM is expected to outperform the overall market in the near future [10]