Core Viewpoint - Semtech Corporation is expected to report significant growth in earnings and revenue for its third quarter, with analysts projecting earnings of 45 cents per share and revenue of $266.42 million, indicating a year-over-year increase in both metrics [1]. Financial Performance - The anticipated earnings for the third quarter are 45 cents per share, up from 26 cents per share in the same period last year [1]. - The consensus estimate for quarterly revenue is $266.42 million, compared to $236.8 million a year earlier, reflecting a growth of approximately 12.5% [1]. Recent Developments - On October 8, Semtech announced a private offering of $350 million in new convertible senior notes and an exchange of existing notes [2]. - Following the announcement, Semtech shares experienced a decline of 3%, closing at $62.57 [2]. Analyst Ratings - Susquehanna analyst Christopher Rolland maintained a Positive rating and increased the price target from $65 to $80 [4]. - UBS analyst Timothy Arcuri maintained a Buy rating and raised the price target from $65 to $85 [4]. - Oppenheimer analyst Rick Schafer upgraded the stock from Perform to Outperform with a price target of $81 [4]. - Benchmark analyst Cody Acree maintained a Buy rating and increased the price target from $68 to $76 [4]. - Piper Sandler analyst Harsh Kumar maintained an Overweight rating and raised the price target from $55 to $65 [4].

Core Insights - Valvoline Inc. reported fourth-quarter results that did not meet analyst expectations but provided optimistic revenue guidance for fiscal 2026 [1][2] Financial Performance - Adjusted earnings per share for the fourth quarter were $0.45, below the consensus estimate of $0.47 [1] - Revenue for the fourth quarter was $454 million, slightly missing expectations of $455.79 million [1] - System-wide same-store sales growth was strong at 6.0% for the quarter [1] - System-wide store sales increased by 11% to $918 million in the fourth quarter [3] - Adjusted EBITDA rose by 5% to $130.1 million [3] - For the full fiscal year, Valvoline generated $1.7 billion in revenue, a 6% increase from the prior year, or 12% when adjusted for refranchising activity [3] Future Guidance - For fiscal 2026, Valvoline forecasts revenue between $2.0 billion and $2.1 billion, exceeding analyst expectations of $1.91 billion [2] - The company's full-year earnings forecast is between $1.60 and $1.70 per share, which is below the consensus estimate of $1.88 [2]

Core Insights - Ross Stores, Inc. is set to release its third-quarter earnings results, with analysts expecting earnings per share (EPS) of $1.42, a decrease from $1.48 in the same period last year [1] - The consensus estimate for quarterly revenue is $5.41 billion, an increase from $5.07 billion a year earlier [1] - The company reported better-than-expected second-quarter EPS results on August 21 [1] Stock Performance - Ross Stores shares increased by 0.3%, closing at $160.45 [2] Analyst Ratings - Telsey Advisory Group maintained a Market Perform rating with a price target of $160 [4] - TD Cowen raised its price target from $170 to $174 while maintaining a Buy rating [4] - UBS increased its price target from $147 to $163, maintaining a Neutral rating [4] - Wells Fargo raised its price target from $175 to $180, maintaining an Overweight rating [4] - Citigroup raised its price target from $146 to $171 while maintaining a Buy rating [4]

Ross Stores, Inc. (NASDAQ:ROST) will release earnings results for its third quarter, after the closing bell on Thursday.Analysts expect the Dublin, California-based company to report quarterly earnings at $1.42 per share, down from $1.48 per share in the year-ago period. The consensus estimate for Ross Stores' quarterly revenue is $5.41 billion, compared to $5.07 billion a year earlier, according to data from Benzinga Pro.On Aug. 21, Ross Stores reported better-than-expected second-quarter EPS results.Ross ...

Core Insights - TJX Companies, Inc. reported third-quarter earnings per share of $1.28, exceeding the analyst consensus estimate of $1.22, with quarterly sales of $15.12 billion, reflecting a 7% year-over-year increase, surpassing the expected $14.87 billion [1] - For the fourth quarter, the company anticipates consolidated comparable sales growth of 2% to 3% and reaffirmed its GAAP EPS outlook at $1.33–$1.36, slightly below the $1.37 analyst estimate [2] - TJX Companies raised its fiscal 2026 GAAP earnings outlook to $4.63–$4.66 per share, up from $4.52–$4.57, exceeding the $4.60 estimate, and expects consolidated comparable sales to increase by 4% [2] Analyst Ratings and Price Targets - Bernstein analyst Aneesha Sherman maintained an Outperform rating and increased the price target from $152 to $155 [5] - B of A Securities analyst Lorraine Hutchinson maintained a Buy rating and raised the price target from $150 to $168 [5] - Evercore ISI Group analyst Michael Binetti maintained an Outperform rating and increased the price target from $162 to $165 [5] - Telsey Advisory Group analyst Dana Telsey maintained an Outperform rating and raised the price target from $155 to $170 [5] - Goldman Sachs analyst Brooke Roach maintained a Buy rating and increased the price target from $163 to $170 [5]

Core Insights - Nvidia's strong earnings report has led to a significant increase in its stock price, positively impacting the broader market [1] - The company's revenue forecast for the current quarter is set at a midpoint of $65 billion, exceeding the consensus estimate of $62.2 billion [1] - Notably, Nvidia's guidance does not include any revenue expectations from China, indicating a more conservative outlook regarding that market [1]

Lowe’s Companies, Inc. (NYSE:LOW) will release earnings results for the third quarter, before the opening bell on Wednesday.Analysts expect the Mooresville, North Carolina-based company to report quarterly earnings at $2.95 per share, up from $2.89 per share in the year-ago period. The consensus estimate for Lowe’s quarterly revenue is $20.84 billion, compared to $20.17 billion a year earlier, according to data from Benzinga Pro.On Nov. 14, the company's board declared a quarterly cash dividend of $1.20 per ...

Core Viewpoint - Home Depot is set to release its third-quarter earnings results, with analysts expecting an increase in earnings per share and revenue compared to the previous year [1][2] Earnings Expectations - Analysts predict Home Depot will report earnings of $3.83 per share, up from $3.67 per share in the same quarter last year [1] - The consensus estimate for quarterly revenue is $41.12 billion, compared to $40.22 billion a year earlier [1] Recent Performance - Home Depot has beaten revenue estimates in six of the last ten quarters but missed estimates in the most recent second quarter [2] - The company's shares fell by 1.2%, closing at $358.03 on Monday [2] Analyst Ratings - Telsey Advisory Group maintains an Outperform rating with a price target of $455 [4] - Wells Fargo has an Overweight rating, reducing the price target from $450 to $435 [4] - JP Morgan maintains an Overweight rating, lowering the price target from $452 to $444 [4] - Truist Securities holds a Buy rating, cutting the price target from $454 to $421 [4] - Morgan Stanley maintains an Overweight rating, increasing the price target from $415 to $430 [4]

Core Viewpoint - Home Depot is set to release its third-quarter earnings results, with analysts expecting an increase in earnings per share and revenue compared to the previous year [1][2]. Earnings Expectations - Analysts anticipate Home Depot will report earnings of $3.83 per share, up from $3.67 per share in the same quarter last year [1]. - The consensus estimate for quarterly revenue is $41.12 billion, compared to $40.22 billion a year earlier [1]. Recent Performance - Home Depot has exceeded revenue analyst estimates in six of the last ten quarters but missed estimates in the most recent second quarter [2]. - The company's shares fell by 1.2%, closing at $358.03 on Monday [2]. Analyst Ratings and Price Targets - Telsey Advisory Group maintains an Outperform rating with a price target of $455 [4]. - Wells Fargo has an Overweight rating, reducing the price target from $450 to $435 [4]. - JP Morgan holds an Overweight rating, lowering the price target from $452 to $444 [4]. - Truist Securities maintains a Buy rating, cutting the price target from $454 to $421 [4]. - Morgan Stanley has an Overweight rating, increasing the price target from $415 to $430 [4].

Ardent Health Inc (NYSE:ARDT) reported downbeat earnings for the third quarter and lowered its FY2025 GAAP EPS guidance after the closing bell on Wednesday.Ardent Health Partners reported quarterly losses of 17 cents per share which missed the analyst consensus estimate of earnings of 41 cents per share. The company reported quarterly sales of $1.577 billion which beat the analyst consensus estimate of $1.547 billion.Ardent Health cut its FY2025 GAAP EPS guidance from $1.73-$2.01 to $0.85-$1.03.“Our third q ...