Company Overview - Ardelyx (ARDX) is expected to report a year-over-year decline in earnings despite higher revenues for the quarter ended June 2025, with a consensus outlook indicating a quarterly loss of $0.13 per share, representing an 85.7% decrease from the previous year [1][3] - Revenues are projected to be $84.64 million, reflecting a 15.6% increase compared to the same quarter last year [3] Earnings Expectations - The earnings report is anticipated to be released on August 4, and the stock may experience upward movement if the reported numbers exceed expectations; conversely, a miss could lead to a decline in stock price [2] - The consensus EPS estimate has been revised down by 6.25% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4] Earnings Surprise Prediction - The Most Accurate Estimate for Ardelyx is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -6.18%, which suggests a bearish outlook from analysts [12] - The company currently holds a Zacks Rank of 4, making it challenging to predict a beat on the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Ardelyx was expected to post a loss of $0.10 per share but actually reported a loss of $0.17, resulting in a surprise of -70.00% [13] - Over the past four quarters, Ardelyx has beaten consensus EPS estimates two times [14] Industry Comparison - In the Zacks Medical - Drugs industry, United Therapeutics (UTHR) is expected to report earnings of $6.8 per share for the same quarter, indicating a year-over-year increase of 16.2% [18] - United Therapeutics' revenue is projected to be $795.75 million, up 11.3% from the previous year, with a revised consensus EPS estimate down by 2.4% over the last 30 days but an Earnings ESP of +7.09% [19][20]

Wall Street expects a year-over-year increase in earnings on higher revenues when Krystal Biotech, Inc. (KRYS) reports results for the quarter ended June 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 stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the sto ...

The market expects Palantir Technologies Inc. (PLTR) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbe ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Palomar (PLMR) reports results for the quarter ended June 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 might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may mo ...

Core Viewpoint - SiriusPoint (SPNT) is anticipated to report a year-over-year decline in earnings due to lower revenues, with earnings expected to be $0.56 per share, reflecting a -1.8% change, and revenues projected at $720.1 million, down 3.1% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for August 4, and the stock may experience price movement based on whether the reported numbers exceed or fall short of expectations [2]. - The consensus EPS estimate has been revised down by 14.12% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that SiriusPoint has an Earnings ESP of 0%, suggesting no recent analyst revisions that differ from the consensus estimate [12]. - Despite a Zacks Rank of 2 (Buy), the combination of a 0% Earnings ESP makes it challenging to predict an earnings beat for SiriusPoint [12]. Historical Performance - In the last reported quarter, SiriusPoint had an earnings surprise of +88.46%, reporting $0.49 per share against an expected $0.26 [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Comparison - In contrast, MGIC Investment (MTG), another player in the insurance industry, is expected to post earnings of $0.7 per share, reflecting a -9.1% year-over-year change, with revenues projected at $306.76 million, up 0.4% [18][19]. - MGIC has an Earnings ESP of +2.37% and has consistently beaten consensus EPS estimates in the last four quarters, indicating a more favorable outlook compared to SiriusPoint [19].

Core Viewpoint - Trex (TREX) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for Trex's quarterly earnings is $0.71 per share, reflecting an 11.3% decrease year-over-year. Revenues are projected to be $377.91 million, which is a 0.4% increase from the same quarter last year [3]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised 0.95% higher, indicating a collective reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that Trex's Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.07%, suggesting a bearish sentiment among analysts [12]. Historical Performance - Trex has a history of beating consensus EPS estimates, having done so in the last four quarters. In the most recent quarter, it reported earnings of $0.60 per share against an expectation of $0.58, achieving a surprise of +3.45% [13][14]. Investment Considerations - While Trex does not appear to be a strong candidate for an earnings beat, investors are advised to consider other factors that may influence stock performance ahead of the earnings release [17].

The market expects Vertex Pharmaceuticals (VRTX) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be ...

Core Insights - International Paper Company (IP) is set to report its second-quarter 2025 results on July 31, with expected revenues of $6.8 billion, reflecting a 43% year-over-year growth [1][6] - The earnings estimate for IP has decreased by 2.6% over the past 60 days to 38 cents per share, indicating a 30% decline compared to the previous year [1][6] Revenue and Earnings Expectations - The projected revenue of $6.8 billion for Q2 is primarily driven by the acquisition of DS Smith [6] - The Packaging Solutions EMEA segment is expected to see net sales rise to $2.23 billion from $330 million year-over-year, with an anticipated operating profit of $72.9 million [6][9] - Packaging Solutions North America is projected to have net sales of $4.01 billion, a 10.4% increase year-over-year, with an operating profit of $309 million [10] - The Global Cellulose Fibers segment is expected to report a 9.1% decline in net sales to $652 million, with an operating loss of $4.1 million [10] Market Dynamics - The company has been facing weak packaging demand due to inflationary pressures affecting consumer priorities, leading to reduced demand for packaging [11] - However, stable demand in the e-commerce sector and strategic initiatives by the company may help mitigate some of these challenges [11] Earnings Surprise History - International Paper has beaten the Zacks Consensus Estimates in three of the last four quarters, with an average surprise of 39.5% [3][4] - The current Earnings ESP for IP stands at +1.31%, indicating a potential for an earnings beat [7] Stock Performance - Over the past year, IP shares have increased by 23.7%, compared to the industry's growth of 30.6% [12] Strategic Acquisition - The completion of the DS Smith acquisition on January 31, 2025, has positioned International Paper as a global leader in sustainable packaging solutions, impacting its financial reporting structure [8]

Company Overview - Wayfair (W) is anticipated to report a year-over-year decline in earnings of 27.7%, with expected earnings of $0.34 per share, while revenues are projected to increase by 0.4% to $3.13 billion for the quarter ended June 2025 [3][12]. Earnings Expectations - The earnings report is scheduled for release on August 4, and if the results exceed expectations, the stock may experience upward movement; conversely, a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 2.24% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - Wayfair has an Earnings ESP of +5.41%, suggesting a higher likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 2 (Buy) [12]. - Historical performance shows that Wayfair has beaten consensus EPS estimates in two out of the last four quarters, with a notable surprise of +155.56% in the last reported quarter [13][14]. Industry Context - In the broader Zacks Internet - Commerce industry, Carvana (CVNA) is expected to report earnings of $1.1 per share, reflecting a significant year-over-year increase of 685.7%, with revenues projected at $4.57 billion, up 34.1% [18]. - Carvana's consensus EPS estimate has also been revised 2.2% higher, resulting in an Earnings ESP of +3.74%, indicating a strong likelihood of surpassing the consensus estimate [19].

Core Viewpoint - Affiliated Managers Group (AMG) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for AMG's quarterly earnings is $5.25 per share, reflecting a year-over-year increase of +12.4% [3]. - Expected revenues for the quarter are $510.15 million, which is a 2% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.82% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for AMG is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.20% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 2 (Buy) [10][12]. - AMG has a history of beating consensus EPS estimates, having surpassed expectations in three out of the last four quarters [14]. Industry Comparison - In the Zacks Financial - Investment Management industry, T. Rowe Price (TROW) is expected to report earnings of $2.11 per share for the same quarter, indicating a year-over-year decline of -6.6% [18]. - T. Rowe's expected revenue is $1.71 billion, down 1.4% from the previous year, with a consensus EPS estimate revised 9.6% higher recently [19].