On Holding (ONON) came out with quarterly earnings of $0.5 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +47.06%. A quarter ago, it was expected that this running-shoe and apparel company would post earnings of $0.24 per share when it actually produced a loss of $0.11, delivering a surprise of -145.83%.Over the last four qu ...

Core Insights - CAE reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of $0.14 per share, but down from $0.18 per share a year ago, resulting in an earnings surprise of +21.43% [1] - The company achieved revenues of $897.99 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 9.10% and up from $833.2 million year-over-year [2] - CAE has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates two times in the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $918.4 million, and for the current fiscal year, it is $0.93 on revenues of $3.52 billion [7] - The trend of estimate revisions for CAE was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - CAE operates within the Aerospace - Defense Equipment industry, which is currently ranked in the bottom 29% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - The performance of CAE's stock may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

分组1 - LightPath Technologies reported a quarterly loss of $0.05 per share, better than the Zacks Consensus Estimate of a loss of $0.06, but worse than a loss of $0.04 per share a year ago, resulting in an earnings surprise of +16.67% [1] - The company posted revenues of $15.06 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 26.75%, compared to year-ago revenues of $8.4 million [2] - LightPath Technologies shares have increased approximately 120.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.2% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $12.5 million, and for the current fiscal year, it is -$0.13 on revenues of $57.72 million [7] - The Zacks Industry Rank for Electronics - Miscellaneous Components is in the top 17% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Insights - QuickLogic reported a quarterly loss of $0.19 per share, which was better than the Zacks Consensus Estimate of a loss of $0.21, but worse than a loss of $0.06 per share a year ago [1] - The earnings surprise for the quarter was +9.52%, with the company having surpassed consensus EPS estimates three times over the last four quarters [2] Financial Performance - QuickLogic's revenues for the quarter ended September 2025 were $2.03 million, missing the Zacks Consensus Estimate by 3.38%, and down from $4.27 million year-over-year [3] - The company has topped consensus revenue estimates only once in the last four quarters [3] Stock Performance - QuickLogic shares have declined approximately 36% since the beginning of the year, contrasting with the S&P 500's gain of 16.2% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $5.6 million, and -$0.38 on revenues of $15.7 million for the current fiscal year [8] - The outlook for the Electronics - Semiconductors industry, where QuickLogic operates, is currently in the top 33% of Zacks industries, suggesting potential for better performance compared to lower-ranked industries [9]

Core Insights - Ceragon Networks (CRNT) reported quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.04 per share, and down from $0.16 per share a year ago, representing an earnings surprise of -50.00% [1] - The company posted revenues of $85.48 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.43%, but down from $102.67 million year-over-year [2] - Ceragon shares have declined approximately 51.2% year-to-date, contrasting with the S&P 500's gain of 16.2% [3] Earnings Outlook - The future performance of Ceragon's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $85.9 million, and for the current fiscal year, it is $0.09 on revenues of $339.41 million [7] Industry Context - The Wireless Non-US industry, to which Ceragon belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - Life360 reported quarterly earnings of $0.11 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, and showing an increase from $0.09 per share a year ago, resulting in an earnings surprise of +266.67% [1] - The company achieved revenues of $124.5 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.51% and increasing from $92.86 million year-over-year [2] - Life360 shares have appreciated approximately 120.3% year-to-date, significantly outperforming the S&P 500's gain of 14.4% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $134 million, and for the current fiscal year, it is $0.29 on revenues of $472 million [7] - The estimate revisions trend for Life360 was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Security and Safety Services industry, to which Life360 belongs, is currently ranked in the top 18% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Health Catalyst (HCAT) reported quarterly earnings of $0.06 per share, exceeding the Zacks Consensus Estimate of $0.05 per share, but down from $0.07 per share a year ago [1][2] - The company achieved a revenue of $76.32 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.66%, and slightly down from $76.35 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +20.00%, following a previous surprise of +33.33% when earnings were $0.04 per share against an expectation of $0.03 [2] - Over the last four quarters, Health Catalyst has exceeded consensus EPS estimates two times and revenue estimates three times [2][3] Stock Performance - Health Catalyst shares have declined approximately 60% since the beginning of the year, contrasting with the S&P 500's gain of 14.4% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $74.59 million, and for the current fiscal year, it is $0.19 on revenues of $309.8 million [8] - The Medical Info Systems industry, to which Health Catalyst belongs, is ranked in the top 27% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Core Viewpoint - Cardlytics (CDLX) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive shift in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system reflects changes in a company's earnings potential, which is strongly correlated with near-term stock price movements [4][6]. - Institutional investors often rely on earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. Cardlytics Earnings Outlook - The recent upgrade for Cardlytics suggests an improvement in its underlying business, which is expected to drive the stock price higher as investors recognize this trend [5][10]. - For the fiscal year ending December 2025, Cardlytics is projected to earn -$0.07 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 63.2% over the past three months [8]. Zacks Rank System - The Zacks Rank system categorizes stocks based on earnings estimate revisions, with a strong historical performance, particularly for Zacks Rank 1 stocks which have averaged a +25% annual return since 1988 [7][9]. - Cardlytics' upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Core Insights - WhiteHorse Finance (WHF) reported quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.29 per share, and down from $0.39 per share a year ago, representing an earnings surprise of -10.34% [1] - The company posted revenues of $17.69 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 3.99%, and down from $22.85 million year-over-year [2] - WhiteHorse shares have declined approximately 26.6% year-to-date, contrasting with the S&P 500's gain of 14.4% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.29 on revenues of $18.23 million, and for the current fiscal year, it is $1.15 on revenues of $74.29 million [7] Industry Context - The Financial - SBIC & Commercial Industry, to which WhiteHorse belongs, is currently ranked in the bottom 16% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

Core Insights - Maplebear (CART) reported quarterly earnings of $0.51 per share, exceeding the Zacks Consensus Estimate of $0.50 per share, and up from $0.42 per share a year ago, representing an earnings surprise of +2.00% [1] - The company achieved revenues of $939 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.49% and increasing from $852 million year-over-year [2] - Maplebear has outperformed consensus EPS estimates three times in the last four quarters and has also topped revenue estimates three times during the same period [2] Financial Performance - The earnings surprise for the previous quarter was +5.13%, with actual earnings of $0.41 per share compared to an expected $0.39 [1] - The current consensus EPS estimate for the upcoming quarter is $0.53, with projected revenues of $971.35 million, and for the current fiscal year, the estimate is $1.82 on revenues of $3.72 billion [7] Market Position - Maplebear shares have declined approximately 11.3% since the beginning of the year, contrasting with the S&P 500's gain of 14.4% [3] - The Zacks Industry Rank places the Internet - Commerce sector in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stocks in this category [8] Future Outlook - The sustainability of Maplebear's stock price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current Zacks Rank for Maplebear is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]