Core Viewpoint - Cipher Mining Inc. (CIFR) is expected to report a year-over-year increase in earnings driven by higher revenues, with the actual results being crucial for near-term stock price movements [1][2]. Earnings Expectations - The upcoming earnings report is anticipated on November 3, with a consensus estimate of a quarterly loss of $0.08 per share, reflecting a year-over-year change of +69.2%. Revenues are projected to be $75.48 million, which is an increase of 213.2% from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 142.86% lower, indicating a reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Cipher Mining is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -43.48%. The company currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Cipher Mining was expected to post a loss of $0.12 per share and did so, resulting in no surprise. Over the past four quarters, the company has only beaten consensus EPS estimates once [13][14]. Conclusion - Cipher Mining does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when evaluating the stock ahead of its earnings release [17].

Core Viewpoint - Castle Biosciences, Inc. (CSTL) is expected to report a year-over-year decline in earnings and revenues for the quarter ended September 2025, with a consensus outlook indicating a quarterly loss of $0.34 per share and revenues of $71.3 million, down 16.9% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on November 3, and the stock may experience price movement based on whether the actual results exceed or fall short of expectations [2]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Castle Biosciences aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. - Despite the Earnings ESP of 0%, the stock holds a Zacks Rank of 1 (Strong Buy), which typically indicates a higher likelihood of an earnings beat [12]. Historical Performance - In the last reported quarter, Castle Biosciences was expected to post a loss of $0.51 per share but instead reported earnings of $0.15, resulting in a surprise of +129.41% [14]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [15]. Industry Context - In the broader Zacks Medical - Biomedical and Genetics industry, Biogen Inc. (BIIB) is expected to report earnings of $3.89 per share for the same quarter, reflecting a year-over-year change of -4.7% and revenues of $2.34 billion, down 5.1% from the previous year [19][20].

Core Viewpoint - Crescent Energy (CRGY) is expected to report a year-over-year decline in earnings despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to show earnings of $0.32 per share, reflecting an 18% decrease year-over-year, while revenues are projected to be $886.88 million, a 19.1% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 21.09% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for Crescent Energy is +6.48%, suggesting a likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 1 [12]. Historical Performance - Crescent Energy has consistently beaten consensus EPS estimates, achieving a surprise of +86.96% in the last reported quarter and surpassing estimates in all of the last four quarters [13][14]. Market Reaction - The stock may experience upward movement if earnings exceed expectations, while a miss could lead to a decline; however, other factors may also influence stock performance [2][15].

Company Overview - Halozyme Therapeutics (HALO) is expected to report a year-over-year increase in earnings, with a projected EPS of $1.62, reflecting a +27.6% change, and revenues of $336.85 million, up 16.1% from the previous year [3][12]. Earnings Expectations - The earnings report is anticipated to be released on November 3, and the stock may rise if the results exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 0.95% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - Halozyme has an Earnings ESP of +2.53%, suggesting a likelihood of beating the consensus EPS estimate [12]. - The company has a Zacks Rank of 3, which indicates a hold position, but the combination with a positive Earnings ESP suggests a potential earnings beat [12][10]. Historical Performance - In the last reported quarter, Halozyme exceeded the expected EPS of $1.23 by delivering $1.54, resulting in a surprise of +25.20% [13]. - Over the past four quarters, Halozyme has consistently beaten consensus EPS estimates [14]. Industry Context - In comparison, Bristol Myers Squibb (BMY) is expected to report a decline in earnings, with an EPS of $1.51, down 16.1% year-over-year, and revenues of $11.83 billion, a slight decrease of 0.5% [19]. - Bristol Myers has a negative Earnings ESP of -1.03%, making it challenging to predict an earnings beat, despite having beaten estimates in the previous four quarters [20].

Core Viewpoint - The market anticipates QuinStreet (QNST) to report flat earnings of $0.22 per share for the quarter ended September 2025, with revenues expected to rise slightly by 0.3% to $279.96 million compared to the previous year [3][12]. Earnings Expectations - The earnings report is crucial as it may influence the stock price significantly, depending on whether the actual results exceed or fall short of expectations [2][12]. - A positive Earnings ESP of +4.55% indicates that analysts have recently become more optimistic about QuinStreet's earnings prospects, suggesting a likelihood of beating the consensus EPS estimate [12]. Estimate Revisions - The consensus EPS estimate has been revised 3.03% higher in the last 30 days, reflecting a collective reassessment by covering analysts [4]. - The Most Accurate Estimate is higher than the Zacks Consensus Estimate, indicating a bullish sentiment among analysts [12]. Historical Performance - In the last reported quarter, QuinStreet was expected to post earnings of $0.26 per share but delivered only $0.25, resulting in a surprise of -3.85% [13]. - Over the past four quarters, QuinStreet has only beaten consensus EPS estimates once [14]. Predictive Indicators - A positive Earnings ESP combined with a Zacks Rank of 2 (Buy) enhances the likelihood of an earnings beat, with historical data showing a nearly 70% success rate for such combinations [10]. - The predictive power of the Earnings ESP is significant primarily for positive readings, while negative readings do not reliably indicate an earnings miss [9][11]. Conclusion - QuinStreet is viewed as a compelling candidate for an earnings beat, but investors should consider other factors that may influence stock performance beyond just the earnings report [15][17].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for ONE Gas, driven by higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - ONE Gas is expected to report quarterly earnings of $0.44 per share, reflecting a year-over-year increase of 29.4% [3]. - Revenue projections stand at $382.7 million, marking a 12.4% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 11.42% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - A positive Earnings ESP of +0.38% suggests analysts are optimistic about ONE Gas's earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - ONE Gas currently holds a Zacks Rank of 2, enhancing the likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, ONE Gas met the expected earnings of $0.53 per share, resulting in no surprise [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates twice [14]. Conclusion - ONE Gas is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors before making investment decisions [17].

Core Insights - Cenovus Energy (CVE) is anticipated to report a year-over-year increase in earnings despite a decline in revenues for the quarter ending September 2025, with earnings expected to be $0.40 per share, reflecting a 29% increase from the previous year, while revenues are projected to be $9.56 billion, down 8.5% from the same quarter last year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for October 31, and the stock may experience upward movement if the reported figures exceed expectations, whereas a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 17.81% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Cenovus is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +1.27%, suggesting a bullish outlook on the company's earnings [12]. - Cenovus holds a Zacks Rank of 1, which, when combined with a positive Earnings ESP, suggests a high likelihood of beating the consensus EPS estimate [10][12]. Historical Performance - In the last reported quarter, Cenovus exceeded the expected earnings of $0.14 per share by delivering $0.33, resulting in a surprise of +135.71% [13]. - Over the past four quarters, Cenovus has beaten consensus EPS estimates in two instances [14]. Conclusion - While the potential for an earnings beat exists, other factors may influence stock performance, and it is advisable to consider the Earnings ESP and Zacks Rank before the earnings release [15][16].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Chevron despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Chevron is expected to report quarterly earnings of $1.66 per share, reflecting a year-over-year decrease of 33.9%. Revenues are projected to be $53.58 billion, an increase of 5.7% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 21.53% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for Chevron matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%. The stock currently holds a Zacks Rank of 4, complicating predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, Chevron exceeded the expected earnings of $1.7 per share by delivering $1.77, resulting in a surprise of +4.12%. Over the past four quarters, the company has beaten consensus EPS estimates three times [13][14]. Market Reaction Factors - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment. Stocks may decline despite an earnings beat or rise despite a miss [15]. Investment Considerations - Chevron does not currently appear to be a strong candidate for an earnings beat, and investors should consider additional factors before making investment decisions [17].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Marcus (MCS) due to lower revenues, with a focus on how actual results compare to estimates [1][2]. Company Summary - Marcus is expected to report quarterly earnings of $0.48 per share, reflecting a year-over-year decrease of 38.5% [3]. - Revenue is projected to be $210.31 million, down 9.6% from the same quarter last year [3]. - The consensus EPS estimate has been revised 3.64% lower in the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Marcus is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -13.54%, suggesting a challenging outlook for beating consensus EPS estimates [12]. - Despite a Zacks Rank of 3 (Hold), the combination of a negative Earnings ESP makes it difficult to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Marcus exceeded expectations with earnings of $0.23 per share against an estimate of $0.19, resulting in a surprise of +21.05% [13]. - Over the past four quarters, Marcus has beaten consensus EPS estimates three times [14]. Industry Comparison - In the Zacks Leisure and Recreation Services industry, Royal Caribbean (RCL) is expected to post earnings of $5.67 per share, indicating a year-over-year increase of 9% [18]. - Royal Caribbean's revenue is projected to be $5.16 billion, up 5.7% from the previous year, with a consensus EPS estimate revised 0.1% higher [19]. - The Earnings ESP for Royal Caribbean is +0.29%, suggesting a likelihood of beating the consensus EPS estimate [19][20].

Wall Street expects a year-over-year increase in earnings on higher revenues when Estee Lauder (EL) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 30, might help the stock move higher if these key numbers are better than expect ...