Core Insights - Western Midstream (WES) is expected to report quarterly earnings of $0.82 per share, reflecting a year-over-year decline of 15.5% [1] - Revenue projections stand at $941.48 million, indicating a 4% increase from the same quarter last year [1] - Over the past month, the consensus EPS estimate has been adjusted downward by 0.5%, indicating a reassessment by analysts [1][2] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions to stock performance [2] - Analysts typically use consensus earnings and revenue estimates as indicators of quarterly business performance [3] Throughput Estimates - Analysts predict various throughput metrics for Western Midstream's natural gas and crude oil assets, with specific estimates for different basins [4][5][6][7][8][9][10] - For example, 'Throughput for produced-water assets per day - Delaware Basin' is projected to reach 1,207.88 thousand barrels, up from 1,102.00 thousand barrels in the same quarter last year [7] - The consensus for 'Throughput for crude-oil and NGLs assets per day - Delaware Basin' is 263.08 thousand barrels, compared to 241.00 thousand barrels reported last year [8] Market Performance - Shares of Western Midstream have shown a return of +3.3% over the past month, outperforming the Zacks S&P 500 composite's +1% change [10] - WES holds a Zacks Rank 4 (Sell), suggesting it may lag behind overall market performance in the near future [10]

Group 1 - Sitio Royalties reported $145.66 million in revenue for Q2 2025, a year-over-year decline of 13.6% [1] - The EPS for the same period was $0.08, down from $0.15 a year ago, but exceeded the consensus estimate of $0.04 by 100% [1] - The reported revenue surpassed the Zacks Consensus Estimate of $136.5 million, resulting in a surprise of +6.71% [1] Group 2 - Sitio Royalties' average daily combined production volume was 41,879.00 BOE/D, slightly above the average estimate of 40,916.75 BOE/D [4] - Average realized prices for natural gas were $1.43, significantly lower than the $2.09 average estimate [4] - Average realized prices for crude oil were $63.03, closely aligning with the estimated $62.98 [4] - Average realized prices for NGLs were $22.57, exceeding the $16.91 average estimate [4] - Revenue from NGLs was $19.98 million, surpassing the two-analyst average estimate of $14.7 million [4] Group 3 - Over the past month, shares of Sitio Royalties returned -4.2%, while the Zacks S&P 500 composite increased by +0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Archrock Inc. reported revenue of $383.15 million for the quarter ended June 2025, marking a year-over-year increase of 41.6% and exceeding the Zacks Consensus Estimate of $360.26 million by 6.36% [1] - The company's EPS for the same period was $0.39, up from $0.25 a year ago, and also surpassed the consensus EPS estimate of $0.37 by 5.41% [1] Revenue Breakdown - Aftermarket services revenue was $64.83 million, significantly higher than the two-analyst average estimate of $50.24 million, reflecting a year-over-year change of 43.9% [4] - Contract operations revenue reached $318.33 million, exceeding the average estimate of $309.38 million based on two analysts, with a year-over-year increase of 41.2% [4] Gross Margin Analysis - Gross margin for aftermarket services was reported at $14.94 million, compared to the estimated $11.63 million by two analysts [4] - Gross margin for contract operations was $222.18 million, slightly above the average estimate of $216.61 million based on two analysts [4] Stock Performance - Over the past month, Archrock Inc. shares have returned -9%, while the Zacks S&P 500 composite has seen a +0.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Postal Realty Trust (PSTL) reported a revenue of $23.35 million for the quarter ended June 2025, marking a 29.4% increase year-over-year [1] - The earnings per share (EPS) was $0.33, significantly up from $0.02 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $22.49 million by 3.84%, while the EPS also surpassed the consensus estimate of $0.30 by 10% [1] Revenue Breakdown - Total revenues from rental income were $22.73 million, exceeding the average estimate of $21.78 million from three analysts, reflecting a year-over-year increase of 30.9% [4] - Fee and other revenues were reported at $0.62 million, which was below the average estimate of $0.67 million, indicating a year-over-year decline of 9.5% [4] Financial Performance Metrics - The diluted net income per share was reported at $0.12, compared to the estimated $0.07 from three analysts [4] - Over the past month, shares of Postal Realty Trust have returned -8.7%, contrasting with the Zacks S&P 500 composite's increase of 0.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Viewpoint - Analysts project that ConocoPhillips (COP) will report quarterly earnings of $1.36 per share, reflecting a year-over-year decline of 31.3%, while revenues are expected to reach $14.93 billion, an increase of 5.6% from the same quarter last year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised upward by 12.8%, indicating a collective reassessment by analysts of their initial forecasts [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]. Revenue Projections - Analysts estimate that 'Revenues- Sales and other operating revenues' will reach $14.68 billion, representing a 7.8% increase from the prior-year quarter [5]. - The projected 'Revenues- Equity in earnings of affiliates' is estimated at $259.20 million, indicating a decline of 35.7% from the year-ago quarter [5]. Specific Revenue Metrics - 'Sales and Other Operating Revenue- Natural gas liquids' is projected to be $735.48 million, up 11.1% from the previous year [6]. - 'Sales and Other Operating Revenue- Natural gas' is expected to reach $1.21 billion, reflecting a 2.8% increase from the prior-year quarter [6]. - 'Sales and Other Operating Revenue- Canada' is anticipated to be $884.24 million, down 6% from the year-ago quarter [7]. - 'Sales and Other Operating Revenue- Europe, Middle East and North Africa' is projected at $1.37 billion, indicating a 5.6% increase from the prior-year quarter [7]. - 'Sales and Other Operating Revenue- Lower 48' is expected to be $9.79 billion, reflecting an 8.2% increase from the prior-year quarter [8]. Production Estimates - Total production per day is estimated to reach 2,362.71 thousand barrels of oil equivalent, compared to 1,945.00 thousand barrels of oil equivalent from the previous year [8]. - 'Natural gas liquids produced per day - Total company' is projected at 399.43 thousand barrels of oil, up from 295.00 thousand barrels of oil year-over-year [9]. - 'Crude oil produced per day - Total company' is expected to be 1,153.05 thousand barrels of oil, compared to 955.00 thousand barrels of oil from the previous year [10]. - 'Bitumen produced per day' is projected at 146.05 thousand barrels of oil, up from 133.00 thousand barrels of oil year-over-year [10]. Stock Performance - Shares of ConocoPhillips have seen a decline of 1% over the past month, contrasting with a 0.6% increase in the Zacks S&P 500 composite [10].

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]

Group 1 - Workiva reported revenue of $215.19 million for the quarter ended June 2025, reflecting a year-over-year increase of 21.2% [1] - The company's EPS for the quarter was $0.19, up from $0.16 in the same period last year, indicating a significant improvement [1] - Workiva's revenue exceeded the Zacks Consensus Estimate of $208.98 million by 2.97%, and the EPS surpassed the consensus estimate of $0.05 by 280% [1] Group 2 - Subscription and support revenue was $198.22 million, exceeding the average estimate of $192.8 million by analysts, with a year-over-year growth of 23.3% [4] - Professional services revenue reached $16.96 million, slightly above the estimated $16.31 million, marking a 1.2% increase compared to the previous year [4] - Gross profit from subscription and support was $166.4 million, surpassing the average estimate of $161.62 million, while gross profit from professional services was $3.8 million, below the estimated $4.25 million [4] Group 3 - Workiva's stock has returned -2% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Upbound Group (UPBD) reported $1.16 billion in revenue for Q2 2025, a year-over-year increase of 7.5% and an EPS of $1.12, up from $1.04 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.14 billion, resulting in a surprise of +1.28%, while the EPS also surpassed expectations by +6.67% [1] Revenue Breakdown - Subscriptions and fees generated $51.89 million, exceeding the average estimate of $49.82 million from three analysts [4] - Revenues from Brigit were $51.89 million, aligning with the average estimate of $49.82 million [4] - Other revenues reached $8.85 million, surpassing the average estimate of $8.58 million, marking a +372% year-over-year change [4] - Store revenues from merchandise sales were $192.22 million, below the average estimate of $208.92 million, reflecting a +31.4% year-over-year increase [4] - Store revenues from rentals and fees amounted to $904.58 million, exceeding the average estimate of $887.65 million, with a +2.1% change compared to the previous year [4] Stock Performance - Over the past month, shares of Upbound Group have returned -7.4%, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Sun Communities reported a revenue of $623.5 million for the quarter ended June 2025, reflecting a decrease of 27.8% year-over-year, while EPS was $1.76 compared to $0.42 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $618.9 million by 0.74%, and the EPS also surpassed the consensus estimate of $1.67 by 5.39% [1] Revenue Breakdown - Real property revenues (excluding transient) were $368.8 million, exceeding the average estimate of $350.97 million, but down 20.2% year-over-year [4] - Real property revenues (transient) reached $81.4 million, above the average estimate of $76.22 million, with an 8.6% decline compared to the previous year [4] - Brokerage commissions and other net revenues were $14.6 million, surpassing the average estimate of $10.5 million, marking a year-over-year increase of 30.4% [4] - Service, retail, dining, and entertainment revenues totaled $54.8 million, exceeding the average estimate of $43.69 million, but showing a significant decline of 70.9% year-over-year [4] - Interest revenues were $16.5 million, below the average estimate of $19.31 million, yet reflecting a substantial increase of 211.3% year-over-year [4] - Home sales revenues amounted to $100.1 million, exceeding the average estimate of $94.33 million, with a 6.9% decline compared to the year-ago quarter [4] Stock Performance - Over the past month, shares of Sun Communities have returned -6.3%, contrasting with the Zacks S&P 500 composite's increase of 3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Guardant Health reported a revenue of $232.09 million for the quarter ended June 2025, reflecting a 31% increase year-over-year and surpassing the Zacks Consensus Estimate of $211.43 million by 9.77% [1] - The company’s EPS was -$0.44, an improvement from -$0.48 in the same quarter last year, with an EPS surprise of 15.38% against the consensus estimate of -$0.52 [1] Revenue Breakdown - Oncology revenue reached $158.69 million, exceeding the three-analyst average estimate of $153.38 million [4] - Licensing and other revenue was $2.57 million, surpassing the average estimate of $1.81 million from three analysts [4] - Screening revenue amounted to $14.81 million, significantly higher than the three-analyst average estimate of $8.31 million [4] - Biopharma and data revenue totaled $56.02 million, exceeding the average estimate of $48.06 million from three analysts [4] Stock Performance - Over the past month, shares of Guardant Health have declined by 14.6%, while the Zacks S&P 500 composite increased by 3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]