Core Viewpoint - Analysts forecast a decline in EOG Resources' quarterly earnings and revenues compared to the previous year, indicating potential challenges for the company in the upcoming earnings release [1]. Earnings Estimates - EOG Resources is expected to report earnings of $2.74 per share, reflecting a year-over-year decline of 2.8% [1]. - The consensus estimate for revenues is projected at $5.88 billion, which represents a 4% decrease from the same quarter last year [1]. - Over the last 30 days, the consensus EPS estimate has been revised downward by 10.6%, indicating a shift in analysts' expectations [2]. Revenue Breakdown - The estimated revenue from natural gas is $669.21 million, showing a significant increase of 75.2% year-over-year [5]. - Revenue from crude oil and condensate is expected to be $3.26 billion, indicating a decline of 6.2% compared to the previous year [5]. - Natural gas liquids revenue is projected at $527.24 million, reflecting a modest increase of 2.8% year-over-year [5]. - Gathering, processing, and marketing revenues are estimated to reach $1.37 billion, down 6.3% from the prior-year quarter [6]. Production Metrics - Total crude oil equivalent volumes per day are expected to be 1,084.04 million barrels, up from 1,028.8 million barrels reported in the same quarter last year [6]. - Natural gas volumes per day are projected at 2,052.84 million cubic feet, compared to 1,858 million cubic feet in the previous year [7]. - Crude oil and condensate volumes per day are estimated to reach 500.08 million barrels, an increase from 487.4 million barrels reported last year [7]. - Natural gas liquids volumes per day are expected to be 242.22 million barrels, up from 231.7 million barrels in the same quarter last year [8]. Price Estimates - Average crude oil and condensate prices are forecasted to be $72.78 per barrel, down from $78.46 per barrel in the previous year [8]. - Average natural gas liquids prices are estimated at $24.82 per barrel, slightly up from $24.32 per barrel reported last year [9]. Overall Market Performance - EOG Resources' shares have decreased by 12.7% over the past month, contrasting with a minor decline of 0.2% in the Zacks S&P 500 composite [11].

Group 1: Earnings Expectations - Church & Dwight (CHD) is expected to report quarterly earnings of $0.89 per share, reflecting a decline of 7.3% year-over-year [1] - Analysts forecast revenues of $1.51 billion, indicating a slight increase of 0.5% compared to the previous year [1] - The consensus EPS estimate has been revised 1.5% lower over the last 30 days, showing a reevaluation by analysts [1][2] Group 2: Sales Projections - Analysts predict 'Net sales- Total Consumer Net Sales' to reach $1.43 billion, representing a year-over-year change of +0.8% [4] - The estimate for 'Net sales- Consumer- Consumer Domestic' is $1.17 billion, suggesting a change of +0.5% year-over-year [4] - 'Net sales- Consumer- Consumer International' is projected at $260.24 million, indicating a +2.1% change year-over-year [4] Group 3: Specialty Products and Household Sales - The average prediction for 'Net sales- Specialty Products Division' is $80.55 million, reflecting a decline of -3.1% year-over-year [5] - 'Net sales- Consumer- Consumer Domestic - Household Products' is expected to reach $642.78 million, indicating a +0.6% change from the prior-year quarter [5] - 'Net sales- Consumer- Consumer Domestic - Personal Care Products' is projected at $528.28 million, suggesting a +0.4% change from the year-ago quarter [6] Group 4: Income Before Income Taxes - 'Income before Income Taxes- Specialty Products Division' is estimated at $10.66 million, slightly down from $10.80 million year-over-year [6] - 'Income before Income Taxes- Consumer International' is projected at $36.28 million, up from $33 million in the previous year [7] - The estimate for 'Income before Income Taxes- Consumer Domestic' is $248.41 million, compared to $239.20 million from the year-ago period [7] Group 5: Stock Performance - Over the past month, shares of Church & Dwight have returned -9.6%, contrasting with the Zacks S&P 500 composite's -0.2% change [7] - Currently, CHD holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [7]

Core Viewpoint - Broadridge Financial Solutions (BR) is expected to report quarterly earnings of $2.39 per share, a 7.2% increase year-over-year, with revenues projected at $1.86 billion, reflecting a 7.6% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating analysts' collective reevaluation of their initial estimates [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts forecast 'Revenues- Global Technology and Operations' at $468.76 million, a 10.3% increase from the prior-year quarter [5] - 'Investor Communication Solutions- Total ICS Recurring revenues' is expected to reach $751.64 million, indicating a 7.2% year-over-year change [5] - 'Investor Communication Solutions- ICS Event-driven revenues- Equity and other' is projected at $36.12 million, reflecting a -21.5% change year-over-year, while 'ICS Event-driven revenues- Mutual funds' is expected to be $29.16 million, a 38.2% increase [6] - 'Investor Communication Solutions- Total ICS Event-driven revenues' is estimated at $65.28 million, a -2.6% change from the year-ago quarter [7] - 'Revenues- Investor Communication Solutions' is projected to be $1.39 billion, a 6.8% increase from the prior-year quarter [8] - 'Investor Communication Solutions- ICS Recurring revenues- Data-driven fund solutions' is expected at $112.59 million, a 6% increase year-over-year [8] - 'Investor Communication Solutions- ICS Recurring revenues- Issuer' is forecasted at $63.67 million, a 6.8% increase, and 'ICS Recurring revenues- Customer communications' at $201.44 million, a 5.6% increase [9] - 'Global Technology and Operations- GTO Recurring revenues- Capital markets' is projected at $290.63 million, a 9.3% year-over-year increase, while 'GTO Recurring revenues- Wealth and investment management' is expected at $178.14 million, an 11.8% increase [10] Stock Performance - Broadridge Financial shares have decreased by 2.2% in the past month, compared to a -0.8% change in the Zacks S&P 500 composite, with a Zacks Rank 3 (Hold) indicating expected performance in line with the overall market [11]

Wall Street analysts expect Skyward Specialty Insurance (SKWD) to post quarterly earnings of $0.78 per share in its upcoming report, which indicates a year-over-year increase of 4%. Revenues are expected to be $311.37 million, up 17.5% from the year-ago quarter.Over the last 30 days, there has been a downward revision of 0.8% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course ...

Group 1 - The upcoming report from Cardinal Health (CAH) is expected to show quarterly earnings of $2.15 per share, reflecting a 3.4% increase year-over-year [1] - Analysts forecast revenues of $55.03 billion for the quarter, indicating a 0.2% increase compared to the previous year [1] - The consensus EPS estimate has been revised 0.1% lower over the last 30 days, indicating a reevaluation of initial estimates by analysts [1][2] Group 2 - Analysts estimate that 'Revenue- Pharmaceutical and Specialty Solutions' will reach $50.33 billion, representing a -0.6% change from the year-ago quarter [4] - The 'Revenue- Medical Products and Distribution' is projected to be $3.21 billion, indicating a year-over-year increase of 3.2% [4] - Segment profit for 'Pharmaceutical and Specialty Solutions' is forecasted to be $635.77 million, up from $580 million in the same quarter last year [5] Group 3 - The 'Segment profit- Global Medical Products and Distribution' is expected to reach $44.16 million, compared to $20 million in the previous year [5] - Over the past month, Cardinal shares have recorded returns of +0.8%, while the Zacks S&P 500 composite has seen a -4.3% change [5] - Cardinal Health holds a Zacks Rank 3 (Hold), suggesting its performance will likely align with the overall market in the upcoming period [5]

Group 1 - Wall Street analysts expect Saia (SAIA) to report quarterly earnings of $2.77 per share, reflecting a year-over-year decline of 18.1% [1] - Revenues are anticipated to be $810.08 million, which represents a 7.3% increase from the same quarter last year [1] - There has been a downward revision of 7.6% in the consensus EPS estimate over the past 30 days, indicating a collective reassessment by analysts [1] Group 2 - Analysts estimate an 'Operating Ratio' of 87.6%, compared to 84.4% from the previous year [4] - The projected 'LTL (Less-Than-Truckload) Revenue Per Hundredweight (CWT)' is expected to be $24.75, down from $26.51 in the same quarter last year [4] - The average prediction for 'LTL (Less-Than-Truckload) Tonnage' is 1,558.55 KTon, an increase from 1,392 KTon a year ago [5] Group 3 - The consensus for 'Fuel, operating expenses and supplies' is projected to reach $159.09 million, slightly up from $156.33 million reported in the same quarter last year [5] - Saia shares have shown a return of -14.4% over the past month, compared to a -8.9% change in the Zacks S&P 500 composite [5] - Saia holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [5]

Core Viewpoint - Churchill Downs (CHDN) is expected to report a quarterly earnings per share (EPS) of $1.08, reflecting a 4.4% decline year-over-year, while revenues are forecasted to increase by 9.5% to $647.14 million [1] Earnings Estimates - The consensus EPS estimate has been revised down by 0.1% over the last 30 days, indicating a collective reevaluation by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts estimate 'Revenue- Live and Historical Racing' to reach $278.47 million, a year-over-year increase of 13.6% [5] - The 'Revenue- Gaming' is projected at $268.62 million, reflecting a 12.3% increase compared to the previous year [5] Adjusted EBITDA Estimates - The consensus for 'Adjusted EBITDA- Gaming' is $123.70 million, slightly up from $122.80 million reported in the same quarter last year [5] - For 'Adjusted EBITDA- Live and Historical Racing', the estimate is $108.17 million, compared to $100.80 million from the previous year [6] Stock Performance - Shares of Churchill Downs have decreased by 9.6% over the past month, underperforming the Zacks S&P 500 composite, which declined by 5.6% [7] - The company holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance in the near future [7]

One stock that might be an intriguing choice for investors right now is EverQuote, Inc. (EVER) . This is because this security in the Insurance - Multi line space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective. This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in the Ins ...

Company Overview - Cogent Communications (CCOI) shares increased by 6.3% to close at $53.83, following a notable trading volume, despite a 27.6% loss over the past four weeks [1] - The company is a leading provider of high-speed Internet access, benefiting from cost-effective operations and a streamlined product offering [2] - Cogent has a strong network presence in major North American cities and carrier-neutral colocation centers in North America and Europe, which supports high Internet traffic levels [2] Market Factors - The U.S. Government's decision to suspend higher tariffs for most countries for 90 days, excluding China, has positively impacted investor confidence in Cogent [2] - The consensus EPS estimate for Cogent's upcoming quarterly report is a loss of $0.88 per share, reflecting a year-over-year change of +31.8%, with expected revenues of $252.09 million, down 5.3% from the previous year [3] Earnings Estimates - Over the last 30 days, the consensus EPS estimate for Cogent has been revised 6% higher, indicating a potential for price appreciation [4] - Empirical research suggests a strong correlation between earnings estimate revisions and near-term stock price movements, highlighting the importance of monitoring these trends [3][4] Industry Context - Cogent belongs to the Zacks Wireless National industry, which includes other companies like T-Mobile (TMUS), that also experienced a recent stock price increase [4] - T-Mobile's consensus EPS estimate has changed by +0.2% to $2.47, representing a year-over-year change of +23.5% [5]

Core Insights - Oracle's upcoming quarterly earnings report is expected to show earnings of $1.48 per share, a 5% increase year-over-year, with revenues projected at $14.36 billion, reflecting an 8.1% year-over-year growth [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] - The consensus EPS estimate has been revised 0.1% lower over the last 30 days, indicating a collective reevaluation by analysts [1] Revenue Projections - Analysts expect 'Revenue- Hardware' to be $719.61 million, a decrease of 4.6% year-over-year [4] - 'Revenue- Cloud license and on-premise license' is estimated at $1.20 billion, down 4.3% from the prior year [4] - 'Revenue- Cloud services and license support' is projected to reach $12.39 billion, an increase of 24.4% year-over-year [4] Ecosystem Revenue Estimates - 'Cloud Services and License Support Revenues by Ecosystem' is expected to be $11.20 billion, reflecting a 12.4% increase from the previous year [5] - 'Revenue- Services' is estimated at $1.25 billion, indicating a decrease of 4.5% year-over-year [5] - 'Cloud Services and License Support Revenues by Ecosystem- Applications cloud services and license support' is forecasted at $4.85 billion, a 5.8% increase [6] - 'Cloud Services and License Support Revenues by Ecosystem- Infrastructure cloud services and license support' is expected to be $6.32 billion, reflecting a 17.5% increase [6] Geographic Revenue Estimates - 'Geographic Revenue- Americas' is projected to reach $9.05 billion, a 9.4% increase year-over-year [7] - 'Geographic Revenue- Asia-Pacific' is expected to be $1.80 billion, reflecting a 6% increase [7] - 'Geographic Revenue- Europe, Middle East and Africa' is estimated at $3.48 billion, indicating a 4.9% year-over-year increase [7] Stock Performance - Over the past month, Oracle shares have returned -6.2%, compared to the S&P 500 composite's -4.1% change, with a Zacks Rank 4 (Sell) suggesting potential underperformance in the near future [8]