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Unveiling DigitalOcean (DOCN) Q2 Outlook: Wall Street Estimates for Key Metrics
ZACKS· 2025-08-04 14:20
Core Insights - DigitalOcean Holdings, Inc. (DOCN) is expected to report quarterly earnings of $0.47 per share, reflecting a decline of 2.1% year over year, while revenues are forecasted to be $216.62 million, indicating a 12.5% increase compared to the previous year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 1.8%, indicating a collective reassessment 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 price performance [3] Key Metrics Projections - Analysts predict that 'Total Customers' will reach 672,811, up from 638,000 in the same quarter last year [5] - The 'Net Dollar Retention Rate' is estimated at 100.0%, an increase from 97.0% year over year [5] - The 'Average Revenue Per Customer (ARPU)' is expected to be $109.66, compared to $99.45 in the previous year [5] Stock Performance - Over the past month, DigitalOcean shares have declined by 11.9%, while the Zacks S&P 500 composite has increased by 0.6% [6] - Based on its Zacks Rank 3 (Hold), DOCN is anticipated to perform in line with the overall market in the near term [6]
Wall Street Analysts Predict a 26.72% Upside in Gentherm (THRM): Here's What You Should Know
ZACKS· 2025-08-01 14:56
Core Viewpoint - Gentherm (THRM) shows potential for further upside, with a mean price target of $40.6 indicating a 26.7% upside from its last trading price of $32.04 [1] Price Targets and Analyst Estimates - The mean estimate consists of five short-term price targets with a standard deviation of $6.91, suggesting variability in analyst predictions [2] - The lowest estimate of $35.00 indicates a 9.2% increase, while the highest estimate of $52.00 suggests a 62.3% increase [2] - A low standard deviation indicates a higher agreement among analysts regarding price movement [9] Earnings Estimates and Analyst Sentiment - Analysts have shown increasing optimism about THRM's earnings prospects, with a strong consensus in revising EPS estimates higher [11] - The Zacks Consensus Estimate for the current year has increased by 2.9% over the past month, with two estimates going higher and no negative revisions [12] - THRM holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Caution on Price Targets - While price targets are often sought after, they can mislead investors, as empirical research shows they rarely indicate actual price movements [7][10] - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8]
Insights Into Duolingo (DUOL) Q2: Wall Street Projections for Key Metrics
ZACKS· 2025-08-01 14:16
Group 1: Earnings and Revenue Forecast - Duolingo, Inc. is predicted to post quarterly earnings of $0.55 per share, reflecting a 7.8% increase year-over-year [1] - Revenues are forecasted to be $240.54 million, representing a year-over-year increase of 34.9% [1] Group 2: Analyst Revisions and Consensus Estimates - There has been a downward revision of 0.7% in the consensus EPS estimate for the quarter over the past 30 days, indicating a reappraisal by analysts [2] - Analysts' projections for 'Revenues- Subscription' are estimated at $203.58 million, a change of +41.5% from the year-ago quarter [5] - Total bookings are expected to reach $246.34 million, compared to $190.09 million in the same quarter last year [5] Group 3: User Metrics Forecast - Daily active users (DAUs) are projected to reach 48.37 million, up from 34.10 million year-over-year [5] - Monthly active users (MAUs) are estimated at 132.93 million, compared to 103.60 million in the previous year [6] - Paid subscribers at period end are forecasted to reach 10.89 million, an increase from 8.00 million in the same quarter last year [6] Group 4: Subscription Bookings - Subscription bookings are expected to arrive at $209.76 million, compared to $156.48 million in the same quarter of the previous year [7] Group 5: Stock Performance - Over the past month, Duolingo shares have recorded returns of -11.6%, while the Zacks S&P 500 composite has changed by +2.3% [7] - Based on its Zacks Rank 4 (Sell), Duolingo is expected to underperform the overall market in the upcoming period [7]
Wall Street Analysts Think Amneal (AMRX) Could Surge 43.82%: Read This Before Placing a Bet
ZACKS· 2025-07-29 14:56
Core Viewpoint - Amneal Pharmaceuticals (AMRX) shows potential for significant upside, with a mean price target of $11.75 indicating a 43.8% increase from the current price of $8.17 [1] Price Targets and Analyst Consensus - The average price target for AMRX ranges from a low of $11.00 to a high of $12.00, with a standard deviation of $0.5, suggesting a relatively tight clustering of estimates [2] - The lowest estimate indicates a 34.6% increase, while the highest points to a 46.9% upside [2] - Analysts' agreement on earnings estimates is strong, which supports the potential for stock price increases [4][11] Earnings Estimates and Zacks Rank - The Zacks Consensus Estimate for AMRX has increased by 1.1% due to one upward revision in earnings estimates over the past 30 days, with no negative revisions [12] - AMRX holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13] Caution on Price Targets - While price targets are a common metric, they should not be the sole basis for investment decisions due to historical inaccuracies in predicting actual stock movements [3][7][10] - Analysts may set overly optimistic price targets influenced by business relationships, which can lead to inflated expectations [8]
Ahead of Ventas (VTR) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKS· 2025-07-29 14:16
Core Insights - Wall Street analysts expect Ventas (VTR) to report quarterly earnings of $0.85 per share, reflecting a year-over-year increase of 6.3% [1] - Revenues are projected to be $1.37 billion, which represents a 14.3% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 0.7% over the past 30 days, indicating a collective reassessment by analysts [1] Revenue Estimates - Analysts estimate 'Revenues- Rental income- Outpatient medical & research portfolio' to be $222.56 million, showing a 1.7% increase from the prior year [4] - 'Revenues- Interest and other income' is expected to be $2.98 million, indicating a significant decrease of 38.2% from the previous year [4] - 'Revenues- Resident fees and services' are projected to reach $977.05 million, reflecting a 19.5% increase year-over-year [5] - 'Revenues- Rental income- Triple-net leased' is estimated at $153.51 million, showing a slight decrease of 0.3% from the year-ago quarter [5] - 'Revenues- Third party capital management revenues' are expected to be $4.38 million, indicating a 1.1% increase from the prior year [6] Other Financial Metrics - Depreciation and amortization is projected to reach $319.33 million [6] - Ventas shares have increased by 3.3% over the past month, compared to a 3.6% increase in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [6]
Exploring Analyst Estimates for Reinsurance Group (RGA) Q2 Earnings, Beyond Revenue and EPS
ZACKS· 2025-07-29 05:06
Core Viewpoint - Reinsurance Group (RGA) is expected to report quarterly earnings of $5.58 per share, a 1.8% increase year-over-year, with revenues projected at $5.71 billion, reflecting a 10.8% increase compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted downward by 0.3%, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- Net premiums' to reach $4.32 billion, representing a year-over-year increase of 10.2% [5]. - 'Revenues- Other revenues' are projected at $109.95 million, indicating a decline of 25.2% from the prior-year quarter [5]. Pre-tax Adjusted Operating Income Estimates - 'Pre-tax adjusted operating income (loss)- Total Asia Pacific' is estimated at $171.26 million, slightly up from $170.00 million a year ago [6]. - 'Pre-tax adjusted operating income (loss)- Total Canada' is expected to be $46.30 million, compared to $33.00 million in the previous year [6]. - 'Pre-tax adjusted operating income (loss)- Total U.S. and Latin America' is forecasted at $205.58 million, down from $247.00 million year-over-year [7]. - 'Pre-tax adjusted operating income (loss)- Total EMEA' is projected to reach $112.04 million, up from $85.00 million in the same quarter last year [7]. - 'Pre-tax adjusted operating income (loss)- Asia Pacific Traditional' is expected to be $100.19 million, slightly up from $99.00 million a year ago [8]. - 'Pre-tax adjusted operating income (loss)- Asia Pacific Financial Solutions' is estimated at $68.82 million, down from $71.00 million in the previous year [8]. - 'Pre-tax adjusted operating income (loss)- U.S. and Latin America- Financial Solutions- Total' is projected at $76.48 million, down from $80.00 million year-over-year [9]. - 'Pre-tax adjusted operating income (loss)- Canada Financial Solutions' is expected to be $8.41 million, up from $7.00 million a year ago [9]. - 'Pre-tax adjusted operating income (loss)- Canada Traditional' is forecasted at $38.33 million, compared to $26.00 million in the previous year [10]. - 'Pre-tax adjusted operating income (loss)- U.S. and Latin America- Traditional' is expected to be $129.63 million, down from $167.00 million year-over-year [10]. Stock Performance - Shares of Reinsurance Group have decreased by 0.5% over the past month, contrasting with a 4.9% increase in the Zacks S&P 500 composite [11].
What Analyst Projections for Key Metrics Reveal About Commvault (CVLT) Q1 Earnings
ZACKS· 2025-07-24 14:16
Core Insights - Analysts expect Commvault Systems (CVLT) to report quarterly earnings of $0.97 per share, reflecting a year-over-year increase of 14.1% [1] - Projected revenues are anticipated to be $268.67 million, which represents a 19.6% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 0.7% over the past 30 days, indicating a positive reassessment by analysts [1] Revenue Estimates - The consensus estimate for 'Revenues- Perpetual license' is $13.06 million, showing a decline of 4.9% year-over-year [4] - 'Revenues- Other services' is estimated at $10.32 million, indicating a decrease of 2.4% from the previous year [4] - 'Revenues- Customer support' is projected to be $76.52 million, reflecting a slight increase of 0.3% year-over-year [4] Subscription and Recurring Revenue - Analysts project 'Revenues- Subscription' to reach $168.78 million, marking a significant year-over-year increase of 36% [5] - The estimated 'Annualized Recurring Revenue (ARR)' is expected to be $965.47 million, compared to $803.00 million from the previous year [5] Market Performance - Over the past month, Commvault shares have experienced a decline of 3.6%, while the Zacks S&P 500 composite has increased by 5.7% [5] - Commvault holds a Zacks Rank 1 (Strong Buy), suggesting it is likely to outperform the overall market in the near future [5]
Unlocking Q2 Potential of Ecolab (ECL): Exploring Wall Street Estimates for Key Metrics
ZACKS· 2025-07-24 14:16
Core Insights - Ecolab (ECL) is expected to report quarterly earnings of $1.90 per share, reflecting a 13.1% increase year-over-year, with revenues forecasted at $4.01 billion, a 0.6% increase compared to the previous year [1] - Analysts have maintained the consensus EPS estimate over the last 30 days, indicating a reevaluation of initial estimates [1][2] - The average estimates for key metrics show significant year-over-year growth in various segments, indicating positive trends in the company's performance [3][4][5] Earnings Estimates - The consensus EPS estimate for Ecolab is $1.90, up 13.1% from the same quarter last year [1] - Revenue estimates stand at $4.01 billion, marking a 0.6% increase year-over-year [1] Key Metrics Projections - Analysts project 'Sales- Global Institutional & Specialty (Fixed Currency rates)' to be $1.53 billion, reflecting an 11.6% increase year-over-year [3] - 'Sales- Global Institutional & Specialty (Public Currency rates)' is expected to reach $1.55 billion, indicating a 13.8% year-over-year change [3] - 'Operating Income- Global Institutional & Specialty (Fixed Currency rates)' is anticipated to be $360.94 million, up from $320.70 million in the same quarter last year [4] - 'Operating Income- Global Institutional & Specialty (Public Currency rates)' is projected at $368.90 million, compared to $318.30 million in the same quarter of the previous year [5] Market Performance - Over the past month, Ecolab shares have returned +0.8%, while the Zacks S&P 500 composite has seen a +5.7% change [5] - Ecolab currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [5]
Starbucks (SBUX) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKS· 2025-07-24 14:16
Core Viewpoint - Starbucks is expected to report quarterly earnings of $0.64 per share, a decline of 31.2% year-over-year, with revenues projected at $9.29 billion, reflecting a 1.9% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 2.7% over the past 30 days, indicating a reassessment by analysts [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock [3]. Revenue Projections - Analysts forecast 'Net Revenues- Company-operated stores' to reach $7.71 billion, a 2.5% increase from the prior year [5]. - 'Net Revenues- Licensed stores' are expected to be $1.11 billion, showing a decline of 1.3% year-over-year [5]. - 'Net Revenues- Other' is projected at $471.17 million, indicating a 0.5% increase from the previous year [5]. - 'Net Revenues- Channel Development' is estimated at $441.13 million, reflecting a 0.7% increase [6]. - 'Net Revenues- North America' is expected to reach $6.89 billion, a 1.1% increase [6]. - 'Net Revenues- Company-operated stores- International' is projected at $1.52 billion, suggesting a significant increase of 10.2% year-over-year [6]. - 'Net Revenues- Licensed stores- International' is expected to be $468.36 million, a 4.6% increase [7]. - 'Net Revenues- Licensed stores- North America' is projected at $659.42 million, indicating a decline of 3.2% [7]. Store Metrics - Analysts estimate 'Total Stores' to be 41,148, up from 39,477 in the same quarter last year [8]. - The consensus for 'Total Licensed stores EOP' stands at 19,438, compared to 19,011 in the same quarter last year [8]. - 'Total Company-operated stores EOP' is expected to reach 21,733, up from 20,466 in the same quarter last year [9]. - 'Total Stores - International' is projected to be 22,400, compared to 21,279 a year ago [9]. Stock Performance - Starbucks shares have returned +5.3% over the past month, slightly lagging behind the Zacks S&P 500 composite's +5.7% change [9].
Gear Up for Universal Health Services (UHS) Q2 Earnings: Wall Street Estimates for Key Metrics
ZACKS· 2025-07-23 14:16
Core Insights - Universal Health Services (UHS) is expected to report quarterly earnings of $4.85 per share, reflecting a 12.5% increase year over year, with revenues projected at $4.22 billion, an 8% increase compared to the previous year [1] Earnings Estimates and Revisions - The consensus EPS estimate for the quarter has been revised downward by 0.5% over the past 30 days, indicating a collective reassessment by analysts [2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3] Key Metrics and Projections - Analysts predict 'Net Revenues- Acute care hospital services' will reach $2.37 billion, indicating a year-over-year change of +9.1% [5] - 'Net Revenues- Behavioral health services' are expected to be $1.86 billion, reflecting a year-over-year increase of +7.4% [5] - The consensus for 'Admissions - Behavioral health' is projected at 122,616, up from 119,798 in the same quarter last year [5] - 'Operating Income- Behavioral Health Care Services' is forecasted to be $368.68 million, compared to $360.62 million from the previous year [6] - 'Operating Income- Acute Care Hospital Services' is estimated at $226.87 million, up from $212.25 million year over year [6] Market Performance - Over the past month, shares of Universal Health Services have declined by 7.2%, while the Zacks S&P 500 composite has increased by 5.9% [6] - UHS currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]