Core Insights - Intercorp Financial Services Inc. (IFS) is well-positioned to continue its earnings-beat streak, having surpassed earnings estimates by an average of 25.44% over the last two quarters [1][2] Earnings Performance - For the most recent quarter, Intercorp Financial Services reported earnings of $1.41 per share, exceeding the expected $1.07 per share by a surprise of 31.78% [2] - In the previous quarter, the company reported $1.06 per share against an estimate of $0.89 per share, resulting in a surprise of 19.10% [2] Earnings Estimates and Predictions - Recent estimates for Intercorp Financial Services have been increasing, with a positive Earnings ESP of +2.17%, indicating bullish sentiment among analysts regarding its near-term earnings potential [4][7] - The combination of a positive Earnings ESP and a Zacks Rank of 1 (Strong Buy) suggests a high likelihood of another earnings beat in the upcoming report [7] Earnings ESP Insights - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [6] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced a positive surprise nearly 70% of the time [5]

Core Insights - Savers Value Village (SVV) has a strong history of exceeding earnings estimates and is well-positioned for continued success in upcoming reports [1][2] - The company has achieved an average earnings surprise of 58.33% over the last two quarters [2] - Recent earnings reports show that SVV reported $0.14 per share against an expectation of $0.12, resulting in a 16.67% surprise, and previously reported $0.02 per share against an expectation of $0.01, achieving a 100% surprise [3] Earnings Estimates - There has been a positive shift in earnings estimates for Savers Value, indicated by a positive Zacks Earnings ESP (Expected Surprise Prediction) [6] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [7] - Currently, Savers Value has an Earnings ESP of +3.70%, indicating increased analyst optimism regarding its near-term earnings potential [9] Earnings Release Information - The next earnings report for Savers Value is anticipated to be released on October 30, 2025 [9]

Core Viewpoint - Doximity (DOCS) is positioned to potentially continue its earnings-beat streak, having shown a strong history of exceeding earnings estimates, particularly in the last two quarters with an average surprise of 28.43% [1][5]. Earnings Performance - In the last reported quarter, Doximity achieved earnings of $0.36 per share, surpassing the Zacks Consensus Estimate of $0.31 per share, resulting in a surprise of 16.13% [2]. - In the previous quarter, the company was expected to report earnings of $0.27 per share but delivered $0.38 per share, leading to a surprise of 40.74% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Doximity, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat, especially given its solid Zacks Rank [5][8]. - The current Earnings ESP for Doximity is +1.32%, suggesting that analysts are optimistic about its near-term earnings potential [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. Upcoming Earnings Report - Doximity's next earnings report is anticipated to be released on November 6, 2025, which could further clarify its earnings trajectory [8].

Core Insights - Amgen (AMGN) is set to report its third-quarter 2025 results on November 4, with earnings expected to be $5.00 per share and sales at $8.94 billion, reflecting a 14.5% earnings surprise in the last quarter [1][9] Sales Performance - Strong volume growth from products like Evenity, Repatha, and Blincyto is anticipated to drive sales, with consensus estimates for these products at $519 million, $720 million, and $413 million respectively [2] - The company's own estimates for Evenity, Repatha, and Blincyto are slightly lower at $463.9 million, $672.2 million, and $395.5 million respectively [3] - Sales of RANKL antibodies, Prolia, and Xgeva are expected to decline significantly due to patent expirations and the launch of three biosimilars in the U.S. market [4] New Product Contributions - Newer drugs such as Imdelltra, Tavneos, and Tezspire are projected to contribute positively to top-line growth, with consensus estimates for Tezspire and Tavneos at $364 million and $119 million respectively [5] - The company's estimates for Tezspire and Tavneos are $270.6 million and $120.7 million respectively [5] Competitive Pressures - Kyprolis is expected to face continued competitive pressure, with consensus sales estimates at $374 million and the company's estimate at $372.6 million [6] - Enbrel sales are likely to decline due to price reductions, while Otezla is expected to benefit from volume growth, with consensus estimates for Otezla at $582 million and Enbrel at $645 million [6] Recent Acquisitions - Sales of rare disease drugs Tepezza, Krystexxa, and Uplizna, acquired from Horizon in October 2023, showed improvement in the second quarter and are expected to continue this trend [7] Biosimilar Market Impact - Lower revenues from oncology biosimilars and legacy products are anticipated, although newer biosimilars like Wezlana and Pavblu may contribute to sales growth [8][10] Financial Outlook - Higher R&D costs are likely to impact operating margins negatively in the third quarter [11] - Amgen's earnings surprise history shows a strong performance, with an average surprise of 11.75% over the last four quarters [12] Earnings Prediction - The current Earnings ESP for Amgen is -1.25%, indicating uncertainty regarding an earnings beat this quarter [14]

Core Viewpoint - T. Rowe Price Group, Inc. (TROW) is expected to report a decline in earnings for Q3 2025, while revenues are projected to increase compared to the same quarter last year [1][10]. Group 1: Earnings and Revenue Expectations - The Zacks Consensus Estimate for TROW's third-quarter earnings is $2.49 per share, indicating a year-over-year decline of 3.1% [11]. - Revenue estimates stand at $1.86 billion, reflecting a 3.9% increase from the prior-year quarter [11]. - The company is anticipated to benefit from higher assets under management (AUM) and investment advisory fees, which are expected to lift quarterly revenues [10]. Group 2: Assets Under Management and Market Performance - TROW's preliminary AUM as of September 30, 2025, is $1.77 trillion, a 5.4% increase from June 30, 2025, driven by improved equity market performance [4]. - The Zacks Consensus Estimate for total AUM is $1.74 trillion, indicating a 3.6% sequential increase [5]. Group 3: Expenses and Financial Challenges - T. Rowe Price is likely to face increased expenses due to investments in technology and client acquisition, which may pressure profit margins [10]. - The estimate for operating expenses (GAAP basis) is pegged at $1.2 billion, indicating a 3.5% decrease on a sequential basis [8]. - Despite the rise in expenses, cost management efforts are expected to mitigate some of the financial pressures [7]. Group 4: Market Context and Competitor Performance - The S&P 500 Index rose nearly 8% during the July-September quarter, indicating strong market performance that may have positively impacted TROW's results [3]. - Competitors like Invesco and SEI Investments Co. reported strong earnings, with Invesco's adjusted earnings increasing by 38.6% and SEI's by 9.2% from the prior-year quarter, highlighting a competitive landscape [12][13].

Industry Overview - The Zacks Transportation sector is diverse, including airlines, railroads, package delivery companies, and truckers, with S&P 500 members expected to see a 5.9% year-over-year decline in third-quarter 2025 earnings and a 4.4% drop in revenues [1] - The recent decline in oil prices, which fell 4.2% during the July–September period, is beneficial for the transportation sector as fuel is a major operating expense, supporting margin expansion [3] - Ongoing cost-control efforts amid soft freight demand and the strength of e-commerce are expected to contribute positively to profitability in the sector [4] Company Performance - Expeditors International of Washington (EXPD) is expected to report better-than-expected earnings despite challenges like weak freight demand and declining rates, with an Earnings ESP of +1.43% and a Zacks Rank of 3 [9] - Air Lease Corporation (AL) has an Earnings ESP of +15.63% and is anticipated to benefit from steady growth in its fleet and higher end-of-lease revenues, having beaten the Zacks Consensus Estimate in the last four quarters with an average beat of 11.8% [11][12] - GXO Logistics (GXO) is projected to report positive results driven by increased e-commerce and cost-cutting efforts, with an Earnings ESP of +0.18% and a Zacks Rank of 3, having surpassed the Zacks Consensus Estimate in the last four quarters with an average beat of 5.3% [13][14] Market Dynamics - U.S. airlines are experiencing steady air travel demand despite economic headwinds, while shipping companies are showing resilience against inflation and trade tensions, particularly those focusing on operational efficiency [5] - The combination of a positive Earnings ESP and a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) is suggested as a method to identify stocks with high chances of delivering positive earnings surprises, with odds as high as 70% for stocks with this mix [7]

Core Insights - Exxon Mobil Corporation (XOM) is scheduled to report its third-quarter 2025 results on October 31, 2025, before the market opens [1] - The Zacks Consensus Estimate for third-quarter earnings is $1.78 per share, reflecting a 7.3% decline year-over-year, while revenues are projected at $86.8 billion, indicating a 3.6% decrease from the previous year [1][6] - XOM has consistently beaten consensus earnings estimates in the past four quarters, with an average surprise of 4.87% [2] Earnings Expectations - The current Earnings ESP for XOM is -0.17%, and it holds a Zacks Rank of 3 (Hold), suggesting a lower likelihood of an earnings beat this quarter [3] - Recent SEC filings indicate a potential sequential increase in earnings by $200 million due to changes in natural gas prices, while oil price fluctuations could impact earnings by a range of a $100 million loss to a $300 million gain [5][6] Commodity Price Analysis - Average WTI spot prices for July, August, and September were $68.39, $64.86, and $63.96 per barrel, respectively, showing a healthier pricing environment compared to the previous quarter [7] - The EIA projects a decline in WTI spot average prices to $65 per barrel in 2025 and $48.50 per barrel in 2026, which may negatively affect XOM's earnings as it derives most of its income from upstream operations [16] Business Performance - XOM's stock has increased by 2.2% over the past year, underperforming compared to the industry growth of 8.7% and BP's 26.1% increase [9] - The company is perceived as relatively overvalued, with a trailing 12-month EV/EBITDA ratio of 7.38, compared to the industry average of 4.60 [12] Industry Context - Other major energy players like Chevron (CVX) and BP are also set to report their third-quarter earnings on the same day, with CVX having an Earnings ESP of 0.00% and a Zacks Rank of 4 (Sell) [17] - BP has an Earnings ESP of -0.09% and a Zacks Rank of 3, indicating mixed performance expectations across the sector [18]

Core Viewpoint - The market anticipates Cytokinetics (CYTK) will report a year-over-year decline in earnings despite a significant increase in revenues when it releases its quarterly results for the period ending September 2025 [1][3]. Earnings Expectations - Cytokinetics is expected to report a quarterly loss of $1.59 per share, reflecting a year-over-year change of -16.9% [3]. - Revenue is projected to be $5.56 million, which represents a substantial increase of 1108.7% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.21% higher in the last 30 days, indicating a slight positive adjustment by analysts [4]. - The Most Accurate Estimate for Cytokinetics is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.53%, suggesting a bearish outlook from analysts [12]. 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 focus on positive readings for predictive power [9][10]. - Cytokinetics currently holds a Zacks Rank of 3 (Hold), complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Cytokinetics was expected to post a loss of $1.34 per share but actually reported a loss of -$1.12, resulting in a positive surprise of +16.42% [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates two times [14]. Industry Context - In the Zacks Medical - Biomedical and Genetics industry, Qiagen (QGEN) is expected to report earnings of $0.58 per share for the same quarter, indicating a year-over-year change of -1.7% [18]. - Qiagen's revenue is projected to be $525.99 million, up 4.8% from the previous year, with a consensus EPS estimate revised 0.7% lower recently [19].

Core Insights - DoorDash, Inc. (DASH) is anticipated to report a year-over-year earnings increase driven by higher revenues for the quarter ended September 2025, with earnings expected to be $0.69 per share, reflecting an 81.6% increase, and revenues projected at $3.37 billion, a 24.4% rise from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for November 5, and the stock may rise if the reported figures exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 3.53% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for DoorDash is lower than the consensus estimate, resulting in an Earnings ESP of -5.53%, suggesting a bearish outlook from analysts [12]. - Despite the negative Earnings ESP, DoorDash holds a Zacks Rank of 2 (Buy), complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, DoorDash exceeded the expected earnings of $0.42 per share by delivering $0.65, resulting in a surprise of +54.76% [13]. - Over the past four quarters, DoorDash has beaten consensus EPS estimates three times [14]. Industry Context - In comparison, Uber Technologies (UBER) is expected to report earnings of $0.67 per share for the same quarter, reflecting a year-over-year decline of 44.2%, with revenues projected at $13.26 billion, an 18.5% increase [18][19].

Core Viewpoint - Clearwater Analytics (CWAN) is expected to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus EPS estimate for Clearwater Analytics is $0.15 per share, reflecting a year-over-year increase of +25% [3] - Revenues are anticipated to reach $203.84 million, which is a 76% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 10.35% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4] - Clearwater Analytics has an Earnings ESP of -14.47%, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate [12] Historical Performance - In the last reported quarter, Clearwater Analytics was expected to post earnings of $0.13 per share but actually reported $0.12, resulting in a surprise of -7.69% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Comparison with Industry Peers - Flywire (FLYW), another player in the Zacks Internet - Software industry, is expected to report EPS of $0.19 for the same quarter, indicating a year-over-year decline of -36.7% [18] - Flywire's revenues are projected to be $179.54 million, up 18.6% from the previous year, with a significant revision of the consensus EPS estimate down by 500% over the last 30 days [19] - Flywire has a positive Earnings ESP of +29.23%, indicating a higher likelihood of beating the consensus EPS estimate [19]