Core Viewpoint - State Street (STT) is expected to report second-quarter 2025 results on July 15, with anticipated year-over-year increases in revenues and earnings [1] Financial Performance - In the last reported quarter, STT's earnings exceeded the Zacks Consensus Estimate, driven by growth in fee revenues and lower provisions, despite higher adjusted expenses and lower net interest income (NII) [2] - The Zacks Consensus Estimate for second-quarter earnings is $2.39 per share, reflecting an 11.2% increase from the previous year, while sales are estimated at $3.36 billion, indicating a 5.4% year-over-year growth [3] Key Estimates for Q2 - NII is projected to be $734 million, showing a slight year-over-year decline, while average interest-earning assets are estimated at $291.4 billion, representing an 11.3% increase from the prior year [5] - Fee revenues are expected to rise, with FX trading services income estimated at $382 million (up 13.7% year-over-year), management fees at $559 million (up 9.4%), and servicing fees at $1.29 billion (up 3.7%) [6][7][8] - Total adjusted non-interest expenses are anticipated to increase by 3.8% year-over-year to $2.36 billion due to higher information systems and communication expenses [10] Strategic Developments - In May, State Street Global Advisors formed a partnership with India-based smallcase to enhance market access for Indian investors and expand its presence in the fintech sector [11][12] Earnings Outlook - The likelihood of State Street beating the Zacks Consensus Estimate is high, supported by a positive Earnings ESP of +0.28% and a Zacks Rank of 2 (Buy) [13][14]

Core Viewpoint - Epam (EPAM) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a solid history of exceeding expectations [1][6]. Group 1: Earnings Performance - Epam has a strong track record of surpassing earnings estimates, particularly in the last two quarters, with an average surprise of 4.72% [2]. - In the most recent quarter, Epam reported earnings of $2.27 per share against an expectation of $2.41, resulting in a surprise of 6.17%. In the previous quarter, the company reported $2.84 per share compared to an estimate of $2.75, yielding a surprise of 3.27% [3]. Group 2: Earnings Estimates and Predictions - Estimates for Epam have been trending upward, aided by its history of earnings surprises. The stock currently has a positive Zacks Earnings ESP of +0.14%, indicating a bullish sentiment among analysts regarding its earnings prospects [6][9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [7][9]. Group 3: Earnings ESP Metric - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate [8]. - A negative Earnings ESP can diminish predictive power but does not necessarily indicate an earnings miss [10].

Group 1 - Armstrong World Industries (AWI) has consistently surpassed earnings estimates, making it a strong candidate for potential investment [1][2] - The company has achieved an average earnings surprise of 8.29% over the last two quarters, with specific surprises of 7.10% and 9.49% in the most recent quarters [2][3] - Recent estimates for Armstrong World Industries have been revised upward, indicating positive sentiment among analysts [5][8] Group 2 - The Zacks Earnings ESP for Armstrong World Industries is currently +1.71%, suggesting bullish expectations for upcoming earnings [8] - The stock holds a Zacks Rank of 2 (Buy), further indicating the potential for another earnings beat [8] - The next earnings report for the company is anticipated to be released on July 29, 2025 [8]

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Axis Capital (AXS) , which belongs to the Zacks Insurance - Property and Casualty industry, could be a great candidate to consider.This insurance company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 15.45%.For the most recent quarter, Axis C ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Banner (BANR) , which belongs to the Zacks Financial - Savings and Loan industry.When looking at the last two reports, this regional bank has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 6.95%, on average, in the last two quarters.For the most recent quarter, Banner was expected to post earnings of $1.29 per s ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Bread Financial Holdings (BFH) , which belongs to the Zacks Financial - Miscellaneous Services industry, could be a great candidate to consider.This manager of loyalty and rewards programs for retailers and others has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average ...

I want to talk a little bit about the events that happened on the morning of July 4th. What the Kurville Police Department and other first responders were doing in those early morning hours. And I want to start outside of Kurville out in Hunt. Now, for those of you who went out there yesterday with the governor, you all know that Highway 39 crisscrosses the Guadalupi again and again and again. And all of those low water crossings when they flood, they create islands where you can't get in and you can't get ...

Hey. Hi. Hello. Hello everyone.Very warm welcome to a very wonderful AI evening. So yes, everyone in your school times would have had some difficult times with some subjects. You probably did not like some of those.What I got is this pen for you. Just go back to your old times in your school. Think of the difficult subject or subject you hated most and you just not wanting to answer those exams and I give you this pen.What you need to do is take this, open your book, textbook, run it through each and every ...

Key Takeaways ZS plans to close its Red Canary acquisition in August to expand into MDR and threat intelligence. Red Canary's MDR expertise and 99.6% detection accuracy align with ZS' AI-driven SecOps strategy. SecOps ACV grew 120% in Q3 FY25, setting the stage for MDR to become a major growth pillar.Zscaler (ZS) is anticipated to close the pending acquisition of Red Canary in August 2025. Announced on May 27, the acquisition aims to accelerate the company’s push into Managed Detection and Response (MDR) ...

Key Principles for Founders - Desperation repels investors and others, signaling risk [5] - Contentment attracts capital and opportunities, as founders building independently signal confidence [6] - Handling rejection with resilience demonstrates potential for success [6] Strategies for Success - Focus on building something undeniable to attract helpers and funding organically [9][10] - Detachment, not as passivity but as inward power, allows opportunities to arise [11] - Embrace the present and stop chasing future outcomes to create space for opportunities [12] - Believe in a real chance of success, even if not 100% certain [8] Mindset and Action - Avoid performative actions and focus on real calm and progress [7] - Turn dreams into tangible code or hardware [14] - Look inward for design space, code, character, and conviction [13]