Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Movado, with a focus on how actual results compare to estimates impacting stock price [1][2] Earnings Expectations - Movado is expected to report quarterly earnings of $0.39 per share, reflecting a +200% change year-over-year [3] - Revenue projections stand at $142.11 million, indicating a 4% increase from the previous year [3] Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting stability in analyst expectations [4] - Movado's Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [10] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict earnings deviation from consensus, with positive readings being more reliable [6][7] - A positive Earnings ESP combined with a Zacks Rank of 1, 2, or 3 significantly increases the likelihood of an earnings beat [8] Historical Performance - In the last reported quarter, Movado exceeded expectations by delivering earnings of $0.51 per share against an estimate of $0.39, resulting in a +30.77% surprise [12] - Over the past four quarters, Movado has only beaten consensus EPS estimates once [13] Conclusion - Movado does not currently appear to be a strong candidate for an earnings beat, and investors should consider additional factors when evaluating the stock ahead of the earnings release [16]

Group 1: Earnings Performance - Ralph Lauren reported quarterly earnings of $2.27 per share, exceeding the Zacks Consensus Estimate of $2 per share, and up from $1.71 per share a year ago, representing an earnings surprise of 13.50% [1] - The company posted revenues of $1.7 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.83%, compared to $1.57 billion in the same quarter last year [2] - Over the last four quarters, Ralph Lauren has consistently surpassed consensus EPS estimates [2] Group 2: Stock Performance and Market Comparison - Ralph Lauren shares have increased by approximately 18.6% since the beginning of the year, while the S&P 500 has declined by 0.6% [3] - The company's current Zacks Rank is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Group 3: Future Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $3.03 on revenues of $1.57 billion, and for the current fiscal year, it is $13.61 on revenues of $7.3 billion [7] - The trend of estimate revisions for Ralph Lauren is mixed, which could change following the recent earnings report [6] Group 4: Industry Context - The Textile - Apparel industry, to which Ralph Lauren belongs, is currently ranked in the bottom 24% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Ralph Lauren's stock performance [5]

Core Viewpoint - The market anticipates HP (HPQ) will report a year-over-year decline in earnings despite an increase in revenues for the quarter ending April 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - HP is expected to post quarterly earnings of $0.80 per share, reflecting a year-over-year decrease of 2.4%, while revenues are projected to reach $13.36 billion, an increase of 4.3% 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 projections during this period [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, suggesting that recent analyst revisions may provide more accurate insights into expected earnings [5][6]. Earnings ESP Analysis - HP's Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.25%, indicating a bearish outlook from analysts [10]. Additionally, HP currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [11]. Historical Performance - In the last reported quarter, HP was expected to earn $0.75 per share but delivered $0.74, resulting in a surprise of -1.33%. Over the past four quarters, HP has only beaten consensus EPS estimates once [12][13]. Conclusion - While HP does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [16].

Core Viewpoint - Abercrombie & Fitch is anticipated to report a year-over-year decline in earnings despite an increase in revenues, which could significantly influence its stock price in the near term [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on May 28, 2025, with a consensus estimate of $1.40 per share, reflecting a year-over-year decrease of 34.6% [3]. - Revenues are projected to reach $1.07 billion, indicating a 5.3% increase compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.22% over the last 30 days, suggesting a collective reassessment by analysts regarding the company's earnings outlook [4]. - The Most Accurate Estimate is lower than the Zacks Consensus Estimate, leading to an Earnings ESP of -4.22%, indicating a bearish sentiment among analysts [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with a strong predictive power for positive readings [7][8]. - Stocks with a positive Earnings ESP and a Zacks Rank of 1, 2, or 3 have historically shown a nearly 70% chance of delivering a positive surprise [8]. Historical Performance - In the last reported quarter, Abercrombie exceeded the expected earnings of $3.48 per share by posting $3.57, resulting in a surprise of +2.59% [12]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [13]. Conclusion - Despite the potential for an earnings beat, various factors can influence stock movement, and the current indicators suggest that Abercrombie may not be a strong candidate for an earnings surprise [14][16].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Salesforce.com, driven by higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Salesforce.com is expected to report quarterly earnings of $2.54 per share, reflecting a +4.1% change year-over-year, and revenues are projected to be $9.74 billion, up 6.6% from the previous year [3]. - The consensus EPS estimate has been revised 0.03% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Salesforce.com is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.76%, indicating a likelihood of beating the consensus EPS estimate [10][11]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, which increases the chances of a positive surprise to nearly 70% [8]. Historical Performance - In the last reported quarter, Salesforce.com exceeded the expected earnings of $2.60 per share by delivering $2.78, resulting in a surprise of +6.92% [12]. - Over the past four quarters, Salesforce.com has beaten consensus EPS estimates three times [13]. Conclusion - While Salesforce.com is positioned as a compelling earnings-beat candidate, other factors should also be considered when evaluating the stock ahead of its earnings release [16].

Group 1 - Amer Sports, Inc. reported quarterly earnings of $0.27 per share, exceeding the Zacks Consensus Estimate of $0.15 per share, and showing an increase from $0.08 per share a year ago, representing an earnings surprise of 80% [1] - The company achieved revenues of $1.47 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 6.88%, compared to $1.18 billion in the same quarter last year [2] - Amer Sports has outperformed the S&P 500, with shares increasing approximately 12.3% since the beginning of the year, while the S&P 500 gained 1.4% [3] Group 2 - The earnings outlook for Amer Sports will be 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 $0.02 on revenues of $1.15 billion, and for the current fiscal year, it is $0.69 on revenues of $5.95 billion [7] - The Leisure and Recreation Products industry, to which Amer Sports belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, indicating potential challenges ahead [8]

Core Viewpoint - Devon Energy Corporation (DVN) has shown a year-to-date stock gain of 1.6%, contrasting with a 22.8% decline in the Zacks Oil & Gas - Exploration and Production - United States industry and a 1.3% decline in the broader Zacks Oil and Energy sector [1] Performance Analysis - Over the past year, DVN's stock has declined by 32.7%, indicating a gradual recovery path, while Occidental Petroleum Corporation (OXY) experienced a 31.7% decline [2] - Devon Energy's return on invested capital (ROIC) stands at 8.71%, outperforming the industry average of 7.33% [15] Factors Contributing to Performance - The company benefits from a well-balanced commodity mix, focusing on oil, natural gas, and natural gas liquids, with a production replacement rate of 154% in 2024 [7] - DVN has a diversified, multi-basin portfolio of high-margin oil and gas assets, enhancing its asset base through strategic acquisitions [8] - The acquisition of Grayson Mill Energy's Williston Basin assets expanded net acreage from 123,000 to 430,000 acres, expected to triple production from 50,000 to 150,000 barrels of oil equivalent per day (Boe/d) [9] - A low-cost operating model supports profitability, with ongoing efforts to reduce drilling and completion expenses and streamline the workforce [10] Earnings Performance - DVN has reported strong earnings results, with an average earnings surprise of 6.09% over the last four quarters, despite missing expectations in the most recent quarter [12][13] - The Zacks Consensus Estimate for DVN's earnings per share for 2025 and 2026 has declined by 15.23% and 18.2%, respectively, in the past 60 days [17] Valuation - Devon Energy's shares are currently trading at a trailing 12-month Enterprise Value/Earnings before Interest Tax Depreciation and Amortization (EV/EBITDA TTM) of 3.61X, significantly lower than the industry average of 9.39X, indicating an inexpensive valuation [20] Summary - Devon Energy's multi-basin assets and balanced exposure to various commodities contribute positively to its performance, with a better return than the industry and an attractive valuation [21]

The market expects StepStone Group Inc. (STEP) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 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 May 22, 2025, might help the stock move higher if these key numbers ...

分组1 - Sphere 3D Corp. reported a quarterly loss of $0.29 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.26, and compared to a loss of $0.14 per share a year ago, indicating an earnings surprise of -11.54% [1] - The company posted revenues of $2.82 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 28.05%, but this was a decline from year-ago revenues of $6.95 million [2] - Sphere 3D shares have underperformed the market, losing about 14.2% since the beginning of the year, while the S&P 500 gained 0.1% [3] 分组2 - The current consensus EPS estimate for the coming quarter is -$0.13 on revenues of $3.6 million, and for the current fiscal year, it is -$0.55 on revenues of $14.9 million [7] - The Zacks Industry Rank for Financial - Miscellaneous Services is in the top 38% of over 250 Zacks industries, indicating that the industry outlook can significantly impact stock performance [8] - Sphere 3D has a Zacks Rank 2 (Buy), suggesting that the shares are expected to outperform the market in the near future [6]

Core Viewpoint - Urban Outfitters (URBN) is expected to report a year-over-year increase in earnings and revenues for the quarter ended April 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus EPS estimate for Urban Outfitters is $0.81 per share, reflecting a year-over-year increase of +17.4% [3] - Expected revenues are projected at $1.29 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 0.14% lower, indicating a reassessment by covering analysts [4] - The Most Accurate Estimate for Urban Outfitters is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +1.03% [10][11] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [8] - Urban Outfitters currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [11] Historical Performance - In the last reported quarter, Urban Outfitters exceeded the expected earnings of $0.89 per share by delivering $1.04, resulting in a surprise of +16.85% [12] - The company has beaten consensus EPS estimates in all of the last four quarters [13] Conclusion - Urban Outfitters is positioned as a compelling earnings-beat candidate, but investors should consider other factors beyond earnings expectations when making investment decisions [16]