Core Insights - BJ's Wholesale Club Holdings, Inc. is expected to report a revenue increase of 5% year-over-year, with a consensus estimate of $5.35 billion for Q3 fiscal 2025 [1][10] - Despite the anticipated revenue growth, the company is projected to experience a decline in earnings per share, estimated at $1.10, reflecting a 6.8% decrease from the previous year [2][10] Revenue Growth Factors - The company's membership-focused model is likely to drive revenue growth, supported by increased member engagement and strong renewal trends [4] - Digital growth initiatives, including same-day services and mobile-enabled shopping, are expected to enhance customer experience and boost comparable store sales by 2.6% [5] Margin Pressures - BJ's Wholesale may face margin pressures due to a cautious consumer environment and softness in discretionary spending, with SG&A expenses anticipated to rise by 7.9% year-over-year [7] - The operating margin is expected to contract by 40 basis points as a result of these pressures [7] Earnings Prediction - The Zacks model indicates uncertainty regarding an earnings beat for BJ's, with an Earnings ESP of -0.34% and a Zacks Rank of 3 [8][9]

Core Insights - Broadcom Inc. has consistently beaten earnings estimates, particularly in the last two quarters, with an average surprise of 1.22% [1][2] - The company reported earnings of $1.69 per share against a consensus estimate of $1.66 per share, resulting in a surprise of 1.81% for the last quarter [2] - Broadcom's positive Earnings ESP of +0.78% indicates bullish sentiment among analysts regarding the company's earnings prospects [8] Earnings Performance - In the previous quarter, Broadcom was expected to earn $1.57 per share but reported $1.58 per share, achieving a surprise of 0.64% [2] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat in the upcoming report [5][8] Analyst Sentiment - Estimates for Broadcom have been trending higher, reflecting the company's strong earnings surprise history [5] - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6] Upcoming Earnings - Broadcom's next earnings report is expected to be released on December 11, 2025 [8]

The market expects Fluence Energy, Inc. (FLNC) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 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 November 24, might help the stock move higher if these key numb ...

Core Viewpoint - Central Garden (CENT) is expected to report a year-over-year decline in earnings due to lower revenues, with a consensus outlook indicating a quarterly loss of $0.20 per share and revenues of $666.08 million, down 0.5% from the previous year [1][3]. Earnings Expectations - The consensus EPS estimate has been revised 8.33% lower in the last 30 days, reflecting a reassessment by analysts [4]. - A positive Earnings ESP of +6.56% suggests analysts have recently become more optimistic about Central Garden's earnings prospects, despite the stock holding a Zacks Rank of 3 [12]. Earnings Surprise History - Central Garden has a history of beating consensus EPS estimates, having done so in the last four quarters, including a +16.42% surprise in the most recent quarter [13][14]. Market Reaction - The stock price may increase if the actual earnings exceed expectations, while a miss could lead to a decline [2]. - Management's discussion during the earnings call will significantly influence the sustainability of any immediate price changes and future earnings expectations [2].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Central Garden (CENTA) due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2] Earnings Expectations - Central Garden is expected to report a quarterly loss of $0.20 per share, reflecting an 11.1% decrease year-over-year [3] - Revenue projections stand at $666.08 million, indicating a 0.5% decline from the previous year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 8.33% over the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Central Garden is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +6.56% [12] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - Central Garden currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Central Garden exceeded expectations by delivering earnings of $1.56 per share against an expected $1.34, resulting in a surprise of +16.42% [13] - The company has beaten consensus EPS estimates in all of the last four quarters [14] Conclusion - While Central Garden is positioned as a compelling earnings-beat candidate, other factors may influence stock movement beyond just earnings results [15][17]

Core Viewpoint - Semtech (SMTC) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results having a significant impact on its near-term stock price [1][2]. Earnings Expectations - The earnings report is scheduled for release on November 24, and better-than-expected key numbers could lead to a stock price increase, while a miss could result in a decline [2]. - The Zacks Consensus Estimate predicts quarterly earnings of $0.44 per share, reflecting a year-over-year increase of +69.2%, with revenues expected to reach $266.65 million, up 12.6% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial estimates during this period [4]. - The Most Accurate Estimate for Semtech is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.29%, suggesting a bullish outlook from analysts [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP 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) [9]. - Semtech currently holds a Zacks Rank of 2, enhancing the likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Semtech was expected to post earnings of $0.40 per share but delivered $0.41, resulting in a surprise of +2.50% [12]. - Over the past four quarters, Semtech has beaten consensus EPS estimates three times [13]. Conclusion - Semtech is viewed as a compelling candidate for an earnings beat, but investors should consider other factors that may influence stock performance beyond just earnings results [16].

Key Takeaways PDD to report Q3 earnings on Nov. 18 with revenue growth expected but profit decline anticipated.Merchant support investments and competitive pressures likely weighed on PDD profitability in Q3.Temu faced regulatory headwinds from tariff uncertainties and de minimis exemption modifications.PDD Holdings (PDD) is scheduled to release third-quarter 2025 results on Nov. 18.The Zacks Consensus Estimate for PDD’s third-quarter revenues is pegged at $15.21 billion, indicating growth of 7.44% on a yea ...

Core Viewpoint - The market anticipates a year-over-year decline in BJ's Wholesale Club's earnings despite an increase in revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - BJ's is expected to report quarterly earnings of $1.10 per share, reflecting a year-over-year decrease of 6.8% [3]. - Revenue is projected to be $5.35 billion, which is a 5% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. - The Most Accurate Estimate for BJ's is lower than the Zacks Consensus Estimate, leading to an Earnings ESP of -0.34%, suggesting a bearish sentiment among analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, but it is more reliable for positive readings [9][10]. - BJ'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, BJ's exceeded the expected earnings of $1.10 per share by delivering $1.14, resulting in a surprise of +3.64% [13]. - Over the past four quarters, BJ's has consistently beaten consensus EPS estimates [14]. Industry Context - In the Zacks Consumer Products - Staples industry, Energizer Holdings is expected to report earnings of $1.12 per share, reflecting a year-over-year decline of 8.2% [18]. - Energizer's revenue is anticipated to be $831.03 million, a 3.1% increase from the previous year [18]. - The consensus EPS estimate for Energizer has been revised down by 1.7% over the last 30 days, resulting in an Earnings ESP of -0.22% and a Zacks Rank of 4, indicating challenges in predicting an earnings beat [19].

Core Insights - Helmerich & Payne, Inc. (HP) is scheduled to release its fiscal fourth-quarter earnings on November 17, with consensus estimates of 26 cents per share and revenues of $975.66 million [1][8]. Group 1: Recent Performance - In the last reported quarter, HP's earnings were 22 cents per share, exceeding the Zacks Consensus Estimate by 2 cents, while operating revenues reached $1 billion, surpassing estimates by $42 million [2]. - Over the trailing four quarters, HP has beaten the Zacks Consensus Estimate twice and missed twice, resulting in an average negative surprise of 21.96% [3]. Group 2: Revenue and Cost Expectations - The Zacks Consensus Estimate for fiscal fourth-quarter revenues indicates a significant increase of 40.63% year-over-year, rising from $697.7 million in the previous year [3][5]. - Revenue growth is expected across various segments, with International Solutions projected to increase by 429.6%, Offshore Solutions by 461.6%, and Other Revenue segments by 138.3% compared to the year-ago period [5]. - However, total expenses are anticipated to rise to $903.5 million, a 53.9% increase from the same period last year, with notable increases in drilling services and other operating expenses, as well as depreciation and administrative costs [6]. Group 3: Earnings Prediction Model - The Zacks model does not predict a definitive earnings beat for HP this season, as the Earnings ESP is 0.00% and the Zacks Rank is 4 (Sell) [7][9].

The market expects Gap (GAP) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended October 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 released on Novem ...