Core Insights - Analysts expect Academy Sports and Outdoors, Inc. (ASO) to report quarterly earnings of $1.07 per share, reflecting a year-over-year increase of 9.2% [1] - Projected revenues are anticipated to be $1.4 billion, which represents a 4.3% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating a stable outlook from analysts [1] Revenue Projections - 'Net Sales- Merchandise Division Sales- Outdoors' is projected to reach $422.53 million, indicating a year-over-year decline of 2.1% [4] - 'Net Sales- Merchandise Division Sales- Sports and recreation' is estimated at $286.63 million, reflecting a 3.5% increase from the prior year [4] - 'Net Sales- Other Sales' is expected to be $35.74 million, showing a significant increase of 383% year-over-year [4] Additional Sales Estimates - 'Net Sales- Merchandise Division Sales- Footwear' is forecasted to be $291.23 million, indicating a 2% increase from the previous year [5] - 'Net Sales- Total Merchandise Sales' is projected at $1.37 billion, representing a 2.2% increase year-over-year [5] - 'Net Sales- Merchandise Division Sales- Apparel' is expected to reach $365.51 million, reflecting a 7% increase from the prior year [6] Store Metrics - Analysts predict 'Stores - EOP' to total 316, up from 298 in the same quarter last year [6] - The forecast for 'New stores open' is set at 10, compared to 8 reported in the previous year [6] Market Performance - Academy Sports and Outdoors shares have increased by 5.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.1% increase [7] - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [7]

Core Insights - AeroVironment (AVAV) is expected to report quarterly earnings of $0.85 per share, reflecting a year-over-year increase of 80.9% [1] - Projected revenues for the quarter are anticipated to be $477.43 million, representing a significant increase of 153.3% compared to the same quarter last year [1] Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised downward by 1.6%, indicating a reassessment by analysts of their initial forecasts [2] - Changes in earnings projections are crucial for predicting investor reactions to the stock, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Breakdown - Analysts forecast 'Revenue- Contract Services' to be $152.12 million, which indicates a remarkable increase of 308.6% from the prior-year quarter [5] - The expected 'Revenue- Product Sales' is projected to reach $308.97 million, marking a change of 104.3% from the year-ago quarter [5] Gross Margin Estimates - The 'Gross margin- Contract services' is expected to be $27.00 million, up from $9.46 million in the previous year [5] - For 'Gross margin- Product sales', the estimate is $89.94 million, compared to $64.18 million from the year-ago period [6] Stock Performance - AeroVironment shares have decreased by 22.5% over the past month, contrasting with a slight increase of 0.1% in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [6]

Core Insights - Wall Street analysts expect Phreesia (PHR) to report quarterly earnings of $0.00 per share, reflecting a year-over-year increase of 100% [1] - Revenue projections for Phreesia are set at $120.13 million, which represents a 12.5% increase from the same quarter last year [1] - There has been a 50% upward revision in the consensus EPS estimate over the last 30 days, indicating a significant reassessment by analysts [1] Revenue Estimates - Analysts estimate 'Revenue - Subscription and related services' to be $55.44 million, marking a 12.3% increase from the previous year [4] - 'Revenue - Network solutions' is projected to reach $37.46 million, indicating a 14.5% year-over-year change [4] - 'Revenue - Payment processing fees' is expected to be $27.25 million, reflecting a 10.3% increase compared to the prior year [5] Client and Volume Metrics - The average number of healthcare services clients is anticipated to be 4,530, up from 4,237 in the same quarter last year [5] - The consensus estimate for 'Patient payment volume' is $1.16 billion, compared to $1.08 billion from the previous year [5] - Analysts project a 'Payment facilitator volume percentage' of 81.3%, slightly up from 81.0% year-over-year [6] Stock Performance - Over the past month, Phreesia shares have declined by 10.6%, while the Zacks S&P 500 composite has seen a minor decrease of 0.1% [6] - Phreesia holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the overall market in the near future [6]

Core Viewpoint - Analysts project that Donaldson (DCI) will report quarterly earnings of $0.93 per share, reflecting a year-over-year increase of 12.1%, with revenues expected to reach $923.78 million, a 2.6% increase from the same quarter last year [1]. Earnings Estimates - There has been a downward revision of 0.7% in the consensus EPS estimate for the quarter over the last 30 days, indicating a collective reconsideration by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Net Sales- Industrial Solutions segment' at $267.80 million, a 4% increase year-over-year [5]. - 'Net Sales- Mobile Solutions' is projected to reach $582.15 million, reflecting a 1.7% increase from the prior-year quarter [5]. - 'Net Sales- Life Sciences segment' is expected to be $73.00 million, indicating a 4.1% year-over-year change [5]. Segment-Specific Sales Estimates - 'Net Sales- Industrial Solutions- Industrial Filtration Solutions' is estimated at $222.21 million, a 4.6% increase from the prior-year quarter [6]. - 'Net Sales- Industrial Solutions- Aerospace and Defense' is projected to be $45.82 million, reflecting a 1.4% increase [6]. - 'Net Sales- Mobile Solutions- Off-Road' is expected to be $92.91 million, a 4.3% increase [7]. - 'Net Sales- Mobile Solutions- On-Road' is projected at $31.95 million, indicating a slight decrease of 0.5% [7]. - 'Net Sales- Mobile Solutions- Aftermarket' is estimated at $459.37 million, a 1.8% increase [8]. Earnings Before Income Taxes - 'Earnings / (loss) before income taxes- Mobile Solutions' is forecasted to reach $107.76 million, compared to $104.70 million reported in the same quarter last year [8]. - 'Earnings / (loss) before income taxes- Industrial Solutions' is expected to be $44.32 million, up from $41.00 million reported in the same quarter last year [9]. Stock Performance - Over the past month, shares of Donaldson have returned +6.7%, while the Zacks S&P 500 composite has seen a -0.5% change [9].

Core Insights - Ulta Beauty (ULTA) is expected to report quarterly earnings of $4.51 per share, a decline of 12.3% year-over-year, with revenues projected at $2.71 billion, reflecting a 7.3% increase compared to the previous year [1] Earnings Projections - The consensus EPS estimate has been revised downward by 0.5% over the past 30 days, indicating a collective reassessment by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock performance [3] Key Metrics Projections - Analysts predict that the total number of stores open at the end of the quarter will reach 1,494, up from 1,437 in the same quarter last year [5] - The total gross square footage is estimated to be 15,505 million square feet, compared to 15,021 million square feet in the same quarter last year [5] - The number of stores opened during the quarter is expected to be 20, down from 28 in the same quarter last year [6] - Net sales per average total square footage is projected to be $177.01, an increase from $168.44 in the same quarter last year [6] Sales by Category - Net sales by primary category for services are expected to remain at 4.0%, consistent with the previous year [7] - Net sales by primary category for fragrance is projected to be 10.5%, up from 10.0% in the same quarter last year [8] - Haircare net sales are expected to reach 19.5%, slightly down from 20.0% in the previous year [8] - Cosmetics net sales are forecasted at 40.8%, a slight decrease from 41.0% in the same quarter last year [9] Stock Performance - Ulta shares have increased by 3.7% over the past month, contrasting with a -0.5% change in the Zacks S&P 500 composite, indicating a potential outperformance in the near future [9]

Core Insights - Guidewire Software (GWRE) is expected to report quarterly earnings of $0.66 per share, reflecting a 53.5% increase year over year, with revenues projected at $317.24 million, a 20.7% increase from the previous year [1] Revenue Estimates - Analysts estimate 'Revenues- Services' at $59.81 million, indicating a 7.2% increase from the year-ago quarter [4] - 'Revenues- License' is forecasted to reach $39.53 million, representing a 5.8% increase year over year [4] - The consensus for 'Revenue- Subscription and support' stands at $217.95 million, showing a 28.4% increase from the previous year [4] Subscription and Support Revenue - 'Subscription Revenue' is predicted to be $202.41 million, reflecting a 32.4% increase year over year [5] - 'Term License Revenue' is expected to reach $38.44 million, indicating a 2.9% increase from the prior-year quarter [5] - 'Support Revenue' is projected at $15.74 million, suggesting a decrease of 6.8% year over year [5] Gross Profit Estimates - Analysts predict 'Gross profit- Subscription and support' to be $153.69 million, compared to $115.72 million in the same quarter last year [6] - 'Gross profit- Services' is expected to be $8.99 million, up from $6.19 million in the previous year [7] - The consensus for 'Gross profit- License' is $39.93 million, compared to $36.49 million from the year-ago quarter [7] Market Performance - Guidewire Software shares have decreased by 10.8% in the past month, contrasting with the S&P 500 composite's increase of 0.4% [7]

Core Insights - Analysts project MongoDB (MDB) will report quarterly earnings of $0.79 per share, reflecting a year-over-year decline of 31.9% [1] - Revenue is expected to reach $591.22 million, marking an 11.7% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Revenue Projections - 'Revenue- Services' is estimated to be $18.30 million, representing a year-over-year increase of 6.6% [4] - 'Revenue- Subscription' is projected at $572.95 million, indicating an 11.9% year-over-year growth [4] - 'Revenue- Subscription - MongoDB Atlas-related' is expected to reach $455.82 million, reflecting a significant year-over-year increase of 25.7% [4] - 'Revenue- Subscription - Other subscription' is anticipated to be $114.85 million, showing a year-over-year decline of 23.2% [5] Customer Metrics - The consensus among analysts is that 'MongoDB Atlas customers' will total 59,906, up from 51,100 in the previous year [5] Stock Performance - MongoDB shares have decreased by 2.8% over the past month, compared to a 1.2% decline in the Zacks S&P 500 composite [6] - With a Zacks Rank 2 (Buy), MongoDB is expected to outperform the overall market in the near future [6]

Core Insights - Valvoline (VVV) is expected to report quarterly earnings of $0.48 per share, reflecting a 4.4% increase year-over-year, with revenues forecasted at $455.07 million, a 4.5% increase compared to the previous year [1] Earnings Projections - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [2] Analyst Forecasts - Analysts predict 'Same-store sales growth - System-wide' at 5.5%, slightly up from 5.4% a year ago [4] - The average estimate for 'System-wide stores - Franchised stores' is 1,165, up from 1,060 in the same quarter last year [4] - Total 'System-wide stores' are expected to reach 2,182, compared to 2,010 a year ago [4] Company-operated Metrics - 'Same-store sales growth - Company-operated' is projected at 5.1%, down from 5.9% in the same quarter last year [5] - 'Same-store sales growth - Franchised' is expected to be 5.6%, up from 5.1% a year ago [5] - 'System-wide stores - Company-operated stores' are estimated at 1,017, compared to 950 last year [6] - 'Stores Opened - Franchised' is projected to reach 25, up from 13 in the same quarter last year [6] - 'Stores Opened - Company-operated' is expected to remain at 26, unchanged from the previous year [7] Stock Performance - Over the past month, Valvoline shares have declined by 9.8%, while the Zacks S&P 500 composite has increased by 1.5% [7] - Valvoline holds a Zacks Rank 4 (Sell), indicating a likely underperformance compared to the overall market in the near term [7]

Core Insights - Wall Street analysts forecast that Maximus (MMS) will report quarterly earnings of $1.63 per share, reflecting a year-over-year increase of 11.6% [1] - Anticipated revenues for the quarter are projected to be $1.34 billion, showing a 1.7% increase compared to the same quarter last year [1] Earnings Projections - The consensus EPS estimate for the quarter has not changed over the past 30 days, indicating that analysts have maintained their initial projections [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts estimate 'Revenue- U.S. Federal Services' to be $750.39 million, representing an 11.2% increase from the prior-year quarter [5] - 'Revenue- U.S. Services' is expected to reach $454.98 million, indicating a decrease of 1.9% from the year-ago quarter [5] - 'Revenue- Outside the U.S' is projected to be $133.36 million, reflecting a significant year-over-year decline of 24.7% [5] Stock Performance - Over the past month, shares of Maximus have decreased by 6.3%, while the Zacks S&P 500 composite has increased by 1.5% [6] - Maximus currently holds a Zacks Rank 3 (Hold), suggesting that its performance may align with the overall market in the near future [6]

Core Insights - The upcoming earnings report for Elastic (ESTC) is projected to show quarterly earnings of $0.58 per share, reflecting a decline of 1.7% year-over-year, while revenues are expected to reach $418.13 million, indicating a 14.4% increase compared to the previous year [1] Earnings Projections - There has been a significant downward revision of 37.5% in the consensus EPS estimate over the last 30 days, indicating a collective reassessment by analysts of their initial forecasts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies have shown a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts forecast 'Revenue- Services' to be $26.03 million, representing a 6% increase from the prior-year quarter [5] - The consensus for 'Revenue- Subscription' is $385.76 million, indicating a year-over-year change of 13.2% [5] - 'Revenue- Subscription- Elastic Cloud' is expected to reach $201.75 million, reflecting a 19.5% increase from the year-ago quarter [5] - 'Revenue- Subscription- Other subscription' is projected to be $189.54 million, showing a 10.2% increase from the previous year [6] Stock Performance - Over the past month, Elastic shares have gained 11.9%, outperforming the Zacks S&P 500 composite, which saw a 1.5% change [6] - Based on its Zacks Rank 3 (Hold), Elastic is expected to perform in line with the overall market in the near term [6]