Core Viewpoint - Wall Street anticipates flat earnings for Patterson-UTI (PTEN) in the upcoming quarter, with a consensus estimate of a loss of $0.12 per share and revenues expected to decline by 5.7% to $1.1 billion compared to the previous year [1][3]. Earnings Expectations - The earnings report is scheduled for release on February 4, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. - The consensus EPS estimate has been revised 3.57% higher in the last 30 days, indicating a more optimistic outlook from analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +19.15% for Patterson-UTI, suggesting analysts have become more bullish on the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, indicating a neutral outlook, but the positive Earnings ESP suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Patterson-UTI was expected to post a loss of $0.10 per share but actually reported a loss of $0.06, resulting in a positive surprise of +40.00% [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates in two instances [14]. Conclusion - Patterson-UTI is viewed as a strong candidate for an earnings beat, but investors should consider additional factors before making investment decisions [17].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Silgan Holdings despite an increase in revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Silgan is expected to report quarterly earnings of $0.65 per share, reflecting a year-over-year decrease of 23.5% [3]. - Revenue projections stand at $1.46 billion, indicating a 3.5% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.21% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Silgan is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.61% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likelihood of actual earnings deviating from consensus estimates, with positive readings being more predictive [9][10]. - Silgan currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Silgan exceeded earnings expectations with a surprise of +0.83%, having beaten consensus EPS estimates three times over the last four quarters [13][14]. Conclusion - Silgan does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17].

Core Viewpoint - Yum China Holdings is expected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with the actual results being crucial for near-term stock price movements [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to be released on February 4, with a consensus EPS estimate of $0.35, reflecting a +16.7% year-over-year change, and revenues projected at $2.73 billion, up 5.3% from the previous year [3]. - The consensus EPS estimate has been revised 1.14% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +2.86% for Yum China, suggesting analysts are optimistic about the company's earnings prospects [12]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. Historical Performance - Yum China has matched consensus EPS estimates in the last reported quarter, with earnings of $0.76 per share, resulting in no surprise [13]. - Over the last four quarters, the company has beaten consensus EPS estimates two times [14]. Investment Considerations - While an earnings beat may influence stock movement, other factors can also affect stock performance, making it essential to consider the broader context [15][17]. - Investors are encouraged to check the Earnings ESP and Zacks Rank before the quarterly release to identify potential investment opportunities [16].

The market expects Helmerich & Payne (HP) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 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 February 4, might help the stock move higher if these key numbers are ...

Core Viewpoint - The market anticipates a year-over-year decline in Moelis' earnings due to lower revenues, with a focus on how actual results will compare to estimates [1][3]. Earnings Expectations - Moelis is expected to report quarterly earnings of $0.76 per share, reflecting a year-over-year decrease of 35.6% [3]. - Revenues are projected to be $428.14 million, down 2.4% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.78% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Moelis is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.76%, suggesting a bullish outlook from analysts [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Moelis has a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Moelis exceeded the expected earnings of $0.57 per share by delivering $0.68, resulting in a surprise of +19.30% [13]. - The company has beaten consensus EPS estimates in all of the last four quarters [14]. Conclusion - Moelis is viewed as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance ahead of the earnings release [17].

Core Viewpoint - RenaissanceRe (RNR) is anticipated to report a year-over-year increase in earnings despite a decrease in revenues for the quarter ending December 2025, with the consensus outlook indicating a significant impact on the stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $10.19 per share, reflecting a year-over-year increase of +26.4%, while revenues are projected to be $2.95 billion, a slight decline of 0.3% from the previous year [3]. - The consensus EPS estimate has been revised 1.48% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Potential - The Zacks Earnings ESP for RenaissanceRe is +17.38%, suggesting a strong likelihood of beating the consensus EPS estimate, although the company currently holds a Zacks Rank of 3 [12]. - Historical performance shows that RenaissanceRe has beaten consensus EPS estimates in three out of the last four quarters, with a notable surprise of +64.59% in the last reported quarter [13][14]. Industry Context - In the broader insurance industry, Selective Insurance (SIGI) is expected to report earnings of $2.24 per share for the same quarter, indicating a year-over-year increase of +38.3%, with revenues projected to rise by 8.2% to $1.37 billion [18]. - Despite a positive Earnings ESP of +15.75%, Selective Insurance has a Zacks Rank of 4 (Sell), complicating predictions of an earnings beat, as the company has not surpassed consensus EPS estimates in the last four quarters [20].

Wall Street expects a year-over-year decline in earnings on higher revenues when Walt Disney (DIS) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact 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 February 2. ...

Core Viewpoint - Colgate-Palmolive is expected to report flat earnings of $0.91 per share for the quarter ended December 2025, with revenues projected at $5.1 billion, reflecting a 3.2% increase from the previous year [1][3]. Earnings Expectations - The earnings report is scheduled for January 30, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. - The consensus EPS estimate has been revised down by 0.35% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Colgate-Palmolive is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.04%, which complicates predictions of an earnings beat [12]. - The stock currently holds a Zacks Rank of 4, suggesting a less favorable outlook for an earnings surprise [12]. Historical Performance - In the last reported quarter, Colgate-Palmolive exceeded the consensus EPS estimate of $0.89 by delivering earnings of $0.91, resulting in a surprise of +2.25% [13]. - The company has successfully beaten consensus EPS estimates in the last four quarters [14]. Conclusion - Colgate-Palmolive does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but other factors should also be considered when evaluating the stock ahead of its earnings release [17].

Core Viewpoint - Lazard (LAZ) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ending December 2025, with the consensus outlook indicating potential impacts on its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for January 29, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The Zacks Consensus Estimate predicts quarterly earnings of $0.64 per share, reflecting an 18% decrease year-over-year, with revenues expected at $810.16 million, down 0.3% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 15%, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Lazard aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, but its predictive power is stronger for positive readings [9][10]. - Lazard currently holds a Zacks Rank of 5, which complicates predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Lazard exceeded the expected earnings of $0.41 per share by delivering $0.56, resulting in a surprise of +36.59% [13]. - Over the past four quarters, Lazard has consistently beaten consensus EPS estimates [14]. Conclusion - While Lazard does not appear to be a strong candidate for an earnings beat, investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17].

Core Viewpoint - The market anticipates a year-over-year decline in earnings for PulteGroup due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - PulteGroup is expected to report quarterly earnings of $2.78 per share, reflecting a year-over-year decrease of 20.6% [3]. - Revenues are projected to be $4.31 billion, down 12.4% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. - A positive Earnings ESP of +2.10% suggests recent bullish sentiment among analysts, although the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Earnings Surprise History - PulteGroup has beaten consensus EPS estimates in the last four quarters, with a notable surprise of +3.50% in the most recent quarter [13][14]. Industry Context - M/I Homes, a competitor in the homebuilding sector, is expected to report earnings of $3.88 per share, down 17.6% year-over-year, with revenues of $1.16 billion, a decrease of 3.4% [18][19]. - M/I Homes has an Earnings ESP of -11.42% and has not beaten consensus EPS estimates in the last four quarters, indicating challenges in the industry [20].