Core Insights - AvidXchange Holdings, Inc. reported revenue of $107.94 million for the quarter ended March 2025, reflecting a year-over-year increase of 2.2% but a revenue surprise of -1.64% compared to the Zacks Consensus Estimate of $109.74 million [1] - The company's EPS for the quarter was $0.05, down from $0.06 in the same quarter last year, resulting in an EPS surprise of -16.67% against the consensus estimate of $0.06 [1] Performance Metrics - AvidXchange processed 19.7 million transactions, slightly below the average estimate of 19.73 million from four analysts [4] - The total payment volume for the quarter was $20.60 billion, compared to the average estimate of $20.77 billion from four analysts [4] - The transaction yield was reported at $5.48, which is lower than the four-analyst average estimate of $5.55 [4] Stock Performance - Over the past month, AvidXchange shares have returned +13.7%, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Blackstone Secured Lending Fund reported revenue of $357.76 million for the quarter ended March 2025, reflecting a year-over-year increase of 17.7% [1] - The earnings per share (EPS) for the quarter was $0.83, slightly down from $0.87 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate by 0.94%, while the EPS also surpassed the consensus estimate by 1.22% [1] Financial Performance Metrics - Fee income was reported at $0.73 million, which was below the average estimate of $1.17 million from three analysts [4] - Interest income reached $335.69 million, exceeding the two-analyst average estimate of $330.05 million [4] - Payment-in-kind interest income was $21.35 million, surpassing the average estimate of $19 million based on two analysts [4] Stock Performance - Over the past month, shares of Blackstone Secured Lending Fund returned +9.6%, compared to a +10.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short- term price performance of a stock. While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrut ...

Core Insights - Redfin reported revenue of $221.03 million for Q1 2025, a year-over-year decline of 2% and an EPS of -$0.73, compared to -$0.57 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $220.36 million by 0.31%, while the EPS fell short of the consensus estimate of -$0.69 by 5.80% [1] Financial Performance Metrics - Total real estate services transactions were 12.26 million, slightly below the average estimate of 12.34 million [4] - The average number of lead agents was 2,190, exceeding the average estimate of 2,114 [4] - Partner transactions totaled 2.39 million, compared to the average estimate of 2.43 million [4] - Aggregate real estate services revenue per transaction was $10.30 million, below the average estimate of $10.47 million [4] - Monthly average visitors were 45.66 million, significantly lower than the estimated 49.72 million [4] Revenue Breakdown - Revenue from rentals was $52.29 million, surpassing the estimate of $50.05 million, representing a year-over-year increase of 5.6% [4] - Revenue from real estate services was $126.28 million, below the estimate of $129.03 million, reflecting a year-over-year decline of 3.7% [4] - Brokerage revenue was $119.22 million, compared to the average estimate of $122.56 million, indicating a year-over-year decrease of 4.5% [4] - Partner revenue reached $7.06 million, exceeding the estimate of $6.51 million, with a year-over-year increase of 10.8% [4] - Mortgage revenue was $29.32 million, slightly above the estimate of $29.03 million, but down 13.3% year-over-year [4] Stock Performance - Redfin's shares have returned -5.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 11.5% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Embraer (ERJ) reported $1.1 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 23%. EPS of $0.40 for the same period compares to -$0.07 a year ago.The reported revenue represents a surprise of -0.88% over the Zacks Consensus Estimate of $1.11 billion. With the consensus EPS estimate being $0.21, the EPS surprise was +90.48%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their n ...

Core Insights - Waters (WAT) reported revenue of $661.71 million for the quarter ended March 2025, reflecting a year-over-year increase of 3.9% and exceeding the Zacks Consensus Estimate of $654.63 million by 1.08% [1] - The company's EPS for the quarter was $2.25, up from $2.21 in the same quarter last year, also surpassing the consensus estimate of $2.22 by 1.35% [1] Financial Performance Metrics - Net Sales from the Water Division reached $587.30 million, exceeding the average estimate of $578.15 million by analysts, with a year-over-year increase of 4.5% [4] - Net Sales from the TA Division were $74.41 million, slightly below the estimated $77.60 million, representing a year-over-year decrease of 0.7% [4] - Product sales amounted to $400.53 million, surpassing the average estimate of $379.44 million, with a year-over-year increase of 6.5% [4] - Service net sales from TA service were $23.91 million, slightly above the average estimate of $23.34 million, showing a year-over-year decline of 1.4% [4] - Chemistry consumables generated $137.64 million in sales, close to the estimated $138.45 million, reflecting a year-over-year increase of 2.6% [4] - TA instrument systems sales were $50.50 million, below the estimated $52.82 million, with a year-over-year decrease of 0.4% [4] - Waters service net sales were $237.27 million, below the average estimate of $249.33 million, with a year-over-year increase of 0.4% [4] - Waters instrument systems sales reached $212.40 million, exceeding the average estimate of $188.18 million, with a year-over-year increase of 11.1% [4] Stock Performance - Over the past month, Waters' shares have returned +6.9%, compared to the Zacks S&P 500 composite's +11.5% change, indicating a performance that may align with the broader market in the near term [3]

For the quarter ended March 2025, Heron Therapeutics (HRTX) reported revenue of $38.9 million, up 12.2% over the same period last year. EPS came in at $0.01, compared to -$0.02 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $37.08 million, representing a surprise of +4.93%. The company delivered an EPS surprise of +200.00%, with the consensus EPS estimate being -$0.01.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wa ...

Core Insights - Wall Street analysts forecast Blue Owl Capital Corporation (OBDC) will report quarterly earnings of $0.43 per share, reflecting a year-over-year decline of 8.5%, while revenues are expected to reach $452.85 million, indicating a 13.3% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 0.4% in the past 30 days, indicating a reassessment by covering analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock price performance [3] Key Metrics Projections - Analysts project 'Investment income from non-controlled, non-affiliated investments - Interest income' to be $303.80 million, reflecting a year-over-year increase of 3.2% [5] - The estimated 'Investment income from non-controlled, non-affiliated investments - Other income' is $6.06 million, indicating a year-over-year change of 14.1% [5] - The average prediction for 'Investment income from controlled, affiliated investments - Dividend income' is $29.21 million, showing a change of 1.5% from the prior year [6] - Analysts expect 'Investment income from non-controlled, non-affiliated investments - Dividend income' to reach $22.44 million, reflecting a 5.2% increase from the previous year [6] - 'Investment income from controlled, affiliated investments - Interest income' is expected to be $7.82 million, indicating a year-over-year decline of 2.2% [7] - The consensus for 'Investment income from non-controlled, non-affiliated investments - Payment-in-kind interest income' is $47.70 million, reflecting a year-over-year increase of 15.7% [7] Stock Performance - Shares of Blue Owl Capital Corporation have increased by 7.9% in the past month, compared to a 11.5% increase in the Zacks S&P 500 composite [7] - With a Zacks Rank 4 (Sell), OBDC is expected to underperform the overall market in the near future [7]

Analysts on Wall Street project that Western Midstream (WES) will announce quarterly earnings of $0.83 per share in its forthcoming report, representing a decline of 43.5% year over year. Revenues are projected to reach $945.11 million, increasing 6.5% 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.Prior to a company's ...

For the quarter ended March 2025, Vitesse Energy (VTS) reported revenue of $66.17 million, up 8.1% over the same period last year. EPS came in at $0.23, compared to $0.34 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $65.06 million, representing a surprise of +1.71%. The company delivered an EPS surprise of +155.56%, with the consensus EPS estimate being $0.09.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ho ...