Core Insights - NIO Inc. is expected to report its third-quarter 2025 results on November 25, with a consensus estimate of a loss of 24 cents per American Depositary Share (ADS) and revenues of $3.26 billion, indicating a 33.3% growth in losses year-over-year [1][2] - The revenue estimate reflects a year-over-year growth of 22.5%, although NIO has missed earnings estimates in the past four quarters with an average negative surprise of 41.54% [2][8] Q2 Performance - In Q2 2025, NIO reported a loss of 32 cents per ADS, which was wider than the expected loss of 30 cents, and revenues of $2.65 billion, missing the estimate of $2.76 billion but showing a 10.6% increase year-over-year due to higher delivery volumes [2][3] Q3 Expectations - For Q3 2025, NIO delivered 87,071 vehicles, a 40.8% increase year-over-year, aligning with company expectations, driven by strong demand for the ONVO L90 and the launch of the All-New ES8 [3][8] - The introduction of new products is likely to have increased marketing and go-to-market costs, which may pressure the company's margins in Q3 [4][8] Earnings Predictions - NIO's Earnings ESP is currently at 0.00%, indicating no expected earnings beat, and it holds a Zacks Rank of 3 (Hold) [5][6]

Core Viewpoint - The market anticipates Simulations Plus (SLP) to report a year-over-year increase in earnings despite lower revenues for the quarter ending August 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Simulations Plus is expected to post quarterly earnings of $0.10 per share, reflecting a year-over-year increase of +66.7%, while revenues are projected to decline by 8.2% to $17.17 million [3]. - The consensus EPS estimate has been revised 18.92% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, complicating predictions for an earnings beat [12]. - The stock holds a Zacks Rank of 1, which typically suggests a strong buy, but the combination with a 0% Earnings ESP makes it challenging to predict a positive surprise [12]. Historical Performance - In the last reported quarter, Simulations Plus exceeded expectations by delivering earnings of $0.45 per share against an expected $0.26, resulting in a surprise of +73.08% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Market Dynamics - An earnings beat or miss alone may not dictate stock price movement, as other factors can influence investor sentiment [15]. - Investing in stocks expected to beat earnings can enhance success odds, making it essential to consider Earnings ESP and Zacks Rank before quarterly releases [16].

Core Insights - Deere & Company (DE) is set to report its fourth-quarter fiscal 2025 results on November 26, with earnings estimates showing a 12.9% decline year-over-year, while revenue estimates indicate a 7.7% increase [1][5] Earnings Estimates - The Zacks Consensus Estimate for Deere's earnings has decreased by 0.3% over the past 60 days to $3.96 per share, reflecting a downward trend [1][2] - The consensus estimate for revenues is projected at $9.99 billion, which represents a year-over-year increase of 7.7% [1] Earnings Surprise History - Deere has consistently beaten the Zacks Consensus Estimates in the last four quarters, with an average surprise of 9.7% [2][3] Earnings Prediction Model - The current model does not predict an earnings beat for Deere, with an Earnings ESP of 0.00% and a Zacks Rank of 4 (Sell) [4] Segment Performance Expectations - The Production & Precision Agriculture segment is expected to generate revenues of $4.27 billion, a decrease of 0.8% year-over-year, with an operating profit of $714 million, up 8.6% from the previous year [9] - The Small Agriculture & Turf segment's revenues are estimated at $2.11 billion, reflecting an 8.6% decline, with an operating profit of $124 million, down 46.9% year-over-year [10] - The Construction & Forestry segment is projected to have sales of $3.29 billion, indicating a 23.7% increase, but with an operating profit expected to decline by 2.7% to $319 million [11] - The Financial Services segment's revenues are estimated at $1.55 billion, a 2% increase, with an operating profit projected at $218 million, down from $231 million in the prior year [12] Market Performance - Deere's stock has increased by 10.4% over the past year, outperforming the industry growth of 5.8% [13] Industry Context - Deere is facing challenges due to weak farmer spending amid low commodity prices, which is expected to impact its fiscal fourth-quarter performance [7] - High production and administrative expenses are likely to affect the company's margins, although favorable price realization may mitigate some of these challenges [8]

Core Insights - Abercrombie & Fitch Co. (ANF) is set to report its third-quarter fiscal 2025 results on November 25, before market opening [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for fiscal third-quarter revenues is $1.28 billion, reflecting a 5.6% increase from the same quarter last year [2] - The consensus estimate for earnings is $2.15 per share, indicating a decrease from $2.50 reported in the previous year [2] - The earnings consensus has decreased by 1.4% over the past 30 days [2] Recent Performance - In the last reported quarter, ANF's earnings exceeded the consensus estimate by 2.2%, with an average earnings surprise of 7.6% over the last four quarters [3] Factors Influencing Performance - The company's performance is expected to benefit from its Always Forward plan, brand strength, and store optimization efforts [4] - ANF is enhancing its brand portfolio and agile operating model, focusing on improved customer experience through technology investments [4] - The Hollister brand has shown continued momentum, with balanced growth across men's and women's segments and effective marketing strategies [5] Cost Pressures - Higher expenses due to inflation and increased investments are anticipated to impact the upcoming quarter [6] - The company now expects a net tariff impact of approximately $90 million for fiscal 2025, up from $50 million previously [6] - Adjusted operating expenses are projected to decrease by 16.3% year over year in the fiscal third quarter [6] Earnings Prediction Model - The current model indicates that ANF may not achieve an earnings beat this quarter, with an Earnings ESP of -2.79% and a Zacks Rank of 3 [7] Valuation Metrics - Abercrombie is trading at a forward 12-month price-to-earnings ratio of 7.09X, which is lower than the industry average of 16.63X [8] Stock Performance - ANF's shares have declined by 4% over the past six months, compared to a 5.3% drop in the industry [10]

Core Insights - Kohl's Corporation is expected to report declines in both sales and earnings for the third quarter of fiscal 2025, with sales estimated at $3.49 billion, reflecting a 5.9% decrease year-over-year, and an earnings loss of 19 cents per share, a 195% decline from the previous year [1][3]. Group 1: Earnings Performance - The consensus earnings estimate for Kohl's has decreased by 2 cents over the past month, indicating a significant year-over-year plunge [1]. - Kohl's has historically delivered an earnings surprise of 29.2% on average over the last four quarters, with a notable 69.7% surprise in the most recent quarter [2]. Group 2: Market Conditions - The company is facing a challenging demand environment, particularly among its core lower- to middle-income customers, leading to soft store traffic and reduced sales from Kohl's Card customers [3]. - Comparable sales are projected to decline by 4.6% in the upcoming quarter due to subdued discretionary spending [3]. Group 3: Cost and Pricing Pressures - Kohl's is experiencing increasing cost pressures, including expanded coupon eligibility and potential tariff impacts, which are expected to affect margins in the fiscal third quarter [4]. - The company has been focusing on stronger value messaging and higher digital penetration, which have limited near-term margin expansion despite improved proprietary brand mix and disciplined inventory management [4]. Group 4: Category Trends - There are uneven trends across product categories, with Kids and Men's categories lagging, although some improvement has been noted in denim and backpacks [5]. - The company is in the process of rebuilding inventory depth after earlier reductions, which may temper short-term gains [5]. Group 5: Earnings Whispers - The current model predicts a potential earnings beat for Kohl's, supported by a positive Earnings ESP of +1.77% and a Zacks Rank of 3 [6]. - Other companies with favorable earnings combinations include Five Below, which is expected to report a 15% increase in revenues, contrasting with Kohl's anticipated declines [8].

Core Viewpoint - The market anticipates Abercrombie & Fitch (ANF) to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending October 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Abercrombie is expected to post quarterly earnings of $2.15 per share, reflecting a year-over-year decrease of 14% [3]. - Revenues are projected to reach $1.28 billion, which is a 5.6% increase compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.97% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Abercrombie is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.79% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with positive readings being more predictive of earnings beats [9][10]. - Abercrombie's current Zacks Rank is 3, which complicates the prediction of an earnings beat given the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, Abercrombie exceeded the expected earnings of $2.27 per share by delivering $2.32, resulting in a surprise of +2.20% [13]. - The company has successfully beaten consensus EPS estimates in each of the last four quarters [14]. Industry Context - Another player in the retail apparel sector, Shoe Carnival (SCVL), is expected to report earnings of $0.53 per share, reflecting a year-over-year decline of 25.4%, with revenues anticipated to be $297.2 million, down 3.2% from the previous year [18][19]. - Shoe Carnival's consensus EPS estimate has remained unchanged, resulting in an Earnings ESP of 0.00%, making predictions of an earnings beat challenging [20].

Core Viewpoint - Best Buy is expected to report a year-over-year increase in earnings and revenues for the quarter ended October 2025, with the actual results being crucial for its near-term stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to show quarterly earnings of $1.31 per share, reflecting a +4% change year-over-year, and revenues of $9.56 billion, which is a 1.2% increase from the previous year [3]. - The consensus EPS estimate has been revised 0.4% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - Best Buy has an Earnings ESP of +2.04%, suggesting analysts are optimistic about the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, indicating a neutral outlook, but the combination of a positive Earnings ESP and this rank suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Best Buy exceeded the expected earnings of $1.22 per share by delivering $1.28, resulting in a surprise of +4.92% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Conclusion - Best Buy is positioned as a strong candidate for an earnings beat, but investors should consider other factors that may influence stock performance beyond just earnings results [15][17].

Core Viewpoint - HP is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending October 2025, with the actual results being crucial for the stock's near-term price movement [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for November 25, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. - The consensus estimate for HP's quarterly earnings is $0.92 per share, reflecting a year-over-year decrease of 1.1%, with revenues projected at $14.79 billion, a 5.2% increase from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 1.99%, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for HP is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.64%, although the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading is a strong indicator of an earnings beat, particularly when combined with a favorable Zacks Rank [10]. - However, a negative Earnings ESP does not necessarily indicate an earnings miss, and predicting an earnings beat is challenging for stocks with negative readings or lower Zacks Ranks [11]. Historical Performance - HP has not exceeded consensus EPS estimates in the last four quarters, with the most recent quarter matching expectations at $0.75 per share, resulting in no surprise [13][14]. Conclusion - While HP may not be a strong candidate for an earnings beat, investors should consider other factors when deciding on stock movements ahead of the earnings release [17].

Company Overview - Urban Outfitters (URBN) is expected to report a year-over-year increase in earnings, with a consensus estimate of $1.19 per share, reflecting an increase of +8.2% [3] - Revenues are anticipated to reach $1.49 billion, marking a growth of +9.2% compared to the same quarter last year [3] Earnings Expectations - The earnings report is crucial for stock price movement; better-than-expected results may drive the stock higher, while a miss could lead to a decline [2] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] Earnings Surprise Potential - Urban Outfitters has a positive Earnings ESP of +6.24%, suggesting analysts are optimistic about the company's earnings prospects [12] - The company holds a Zacks Rank of 3, indicating a hold position, which combined with the positive Earnings ESP suggests a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Urban Outfitters exceeded the expected earnings of $1.44 per share by delivering $1.58, resulting in a surprise of +9.72% [13] - The company has successfully beaten consensus EPS estimates in each of the last four quarters [14] Industry Context - In the broader retail apparel and shoes industry, Gap (GAP) is expected to report earnings of $0.58 per share, reflecting a year-over-year decline of -19.4% [18] - Gap's revenue is projected to be $3.91 billion, with a modest increase of +2.2% from the previous year [18] - Gap has a positive Earnings ESP of +2.31% and a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate as well [19]

Core Viewpoint - Burlington Stores (BURL) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended October 2025, with the consensus outlook suggesting a positive earnings picture [1][3]. Earnings Expectations - The consensus EPS estimate for Burlington Stores is $1.59 per share, reflecting a year-over-year increase of +2.6% [3]. - Expected revenues for the quarter are $2.71 billion, which is a 7.1% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.04% higher, indicating a slight bullish sentiment among analysts [4]. - The Most Accurate Estimate for Burlington Stores is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +3.24% [12]. Earnings Surprise History - Burlington Stores has a history of beating consensus EPS estimates, having done so in the last four quarters [14]. - In the last reported quarter, the company exceeded expectations by delivering earnings of $1.59 per share against an expected $1.27, resulting in a surprise of +25.20% [13]. Industry Comparison - Ross Stores (ROST), another player in the discount retail sector, is expected to report earnings of $1.4 per share, indicating a year-over-year decline of -5.4% [18]. - Ross Stores has an Earnings ESP of +3.41% and has also beaten consensus EPS estimates in the last four quarters [19].