Core Insights - Builders FirstSource, Inc. (BLDR) is expected to report its third-quarter 2025 results on October 30, prior to market opening [1] - The company's adjusted earnings per share (EPS) for the last quarter exceeded the Zacks Consensus Estimate by 1.3%, while net sales slightly missed by 0.1% [1] - Year-over-year, both net sales and EPS declined by 5% and 32%, respectively [1] Earnings Performance - BLDR's earnings have surpassed the consensus estimate in three of the last four quarters, with an average surprise of 1.11% [2] - The Zacks Consensus Estimate for the upcoming quarter's EPS has decreased to $1.69 from $1.71, indicating a 45% decline from the $3.07 reported in the same quarter last year [3] - The consensus estimate for net sales is projected at $3.80 billion, reflecting a 10.3% decrease from $4.23 billion in the previous year [3] Factors Influencing Q3 Results - The anticipated decline in net sales is attributed to challenges in the housing market, including high mortgage rates and persistent inflation, which have negatively impacted housing starts [4] - The multi-family and single-family customer segments are also experiencing declining trends, contributing to the overall sales downturn [4] - BLDR expects net sales for Q3 to be between $3.65 billion and $3.95 billion, down from $4.23 billion in the prior year [5] - The value-added product category, which includes manufactured products and windows, doors, and millwork, is likely to face adverse effects from ongoing market headwinds [5] - Despite these challenges, the company's focus on strategic acquisitions, digital solutions, and investments in innovative products may provide some support to its quarterly performance [6] Earnings Outlook - The bottom line is expected to decline year-over-year due to margin normalization in single-family and multi-family segments, along with reduced operating leverage [7] - BLDR anticipates adjusted EBITDA in the range of $375 million to $425 million, down from $626.5 million reported in the same quarter last year [8] Earnings Prediction Model - The current model does not predict a definitive earnings beat for Builders FirstSource, as the company has an Earnings ESP of -2.73% and a Zacks Rank of 5 (Strong Sell) [10][11]

Core Insights - Portillo's Inc. (PTLO) is expected to report a year-over-year decline in earnings despite higher revenues for the quarter ended September 2025, with a consensus EPS estimate of $0.04, reflecting a decrease of 63.6% [1][3] - The anticipated revenue for the same quarter is $184.12 million, which represents a 3.3% increase from the previous year [3] - The earnings report is scheduled for November 4, and the actual results will significantly influence the stock price, depending on whether they meet or exceed expectations [2] Earnings Estimates and Revisions - The consensus EPS estimate has been revised down by 33.33% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4] - Portillo's has an Earnings ESP of -25.00%, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate, making it challenging to predict an earnings beat [12] Historical Performance - In the last reported quarter, Portillo's met the expected EPS of $0.12, resulting in no surprise [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Industry Context - In the Zacks Retail - Restaurants industry, El Pollo Loco Holdings (LOCO) is expected to post earnings of $0.23 per share for the same quarter, indicating a year-over-year increase of 9.5% [18] - El Pollo Loco's revenue is projected to be $123.51 million, up 2.6% from the previous year, but it also has a negative Earnings ESP of -2.22% and a Zacks Rank of 4, indicating difficulty in predicting an earnings beat [19][20]

Core Viewpoint - Qiagen (QGEN) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended September 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for Qiagen's quarterly earnings is $0.58 per share, reflecting a year-over-year decrease of 1.7%, while revenues are projected to be $525.99 million, representing a 4.8% increase from the previous year [3]. - The earnings report is scheduled for release on November 4, and the stock may experience upward movement if the reported figures exceed expectations, whereas a miss could lead to a decline [2]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised down by 0.67%, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Qiagen is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.73%, which complicates the prediction of an earnings beat [12]. Earnings Surprise History - In the last reported quarter, Qiagen met the expected earnings of $0.60 per share, resulting in no surprise [13]. - Over the last four quarters, the company has surpassed consensus EPS estimates in two instances [14]. Industry Context - Syndax Pharmaceuticals (SNDX), a peer in the Zacks Medical - Biomedical and Genetics industry, is expected to report a loss of $0.74 per share for the same quarter, marking a year-over-year change of +24.5%, with revenues projected at $48.69 million, up 289.5% from the previous year [18]. - Despite a recent downward revision of 13.9% in the consensus EPS estimate for Syndax, it currently holds an Earnings ESP of +0.23%, although it has a Zacks Rank of 4 (Sell), making predictions of an earnings beat challenging [19][20].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for PTC Therapeutics despite lower revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The earnings report is set to be released on November 4, with expectations of a quarterly loss of $1.19 per share, reflecting a year-over-year change of +14.4%. Revenues are projected at $175.6 million, down 10.8% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised 12.37% higher in the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +5.75% for PTC Therapeutics, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - PTC Therapeutics has a history of beating consensus EPS estimates, having done so in the last four quarters, including a +22.43% surprise in the last reported quarter [13][14]. Additional Considerations - While an earnings beat may influence stock movement, other factors can also play a significant role in determining stock performance post-earnings release [15][17].

Core Insights - Rhythm Pharmaceuticals, Inc. (RYTM) is expected to report a year-over-year increase in earnings driven by higher revenues for the quarter ended September 2025, with a consensus outlook indicating a quarterly loss of $0.72 per share, reflecting a +1.4% change from the previous year, and revenues projected at $50.24 million, up 51.1% from the year-ago quarter [1][3] Earnings Expectations - The earnings report is anticipated to be released on November 4, and if the actual results exceed expectations, the stock may experience upward movement; conversely, a miss could lead to a decline [2] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Rhythm Pharmaceuticals is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +9.24%, indicating a bullish sentiment among analysts [11] - 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) [9] Historical Performance - In the last reported quarter, Rhythm Pharmaceuticals was expected to post a loss of $0.66 per share but actually reported a loss of -$0.75, resulting in a surprise of -13.64% [12] - Over the past four quarters, the company has only beaten consensus EPS estimates once [13] Conclusion - Rhythm Pharmaceuticals is viewed as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance beyond just earnings results [16]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Melco Resorts, driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Melco Resorts is expected to report quarterly earnings of $0.11 per share, reflecting a year-over-year increase of 37.5% [3]. - Revenues are projected to reach $1.29 billion, representing a 9.4% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 2.86% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Melco is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +9.09% [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]. - Melco's current Zacks Rank is 3, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Melco exceeded expectations by posting earnings of $0.23 per share against an expected $0.09, resulting in a surprise of +155.56% [13]. - Over the past four quarters, Melco has beaten consensus EPS estimates twice [14]. Industry Comparison - Another player in the gaming industry, Brightstar, is expected to report earnings of $0.21 per share, with a year-over-year change of 0% [18]. - Brightstar's consensus EPS estimate has been revised down by 25% in the last 30 days, leading to a negative Earnings ESP of -2.44% [19].

Core Viewpoint - Lumentum (LITE) is anticipated to report a significant year-over-year increase in earnings and revenues for the quarter ended September 2025, with the actual results being a crucial factor for its near-term stock price movement [1][2]. Earnings Expectations - The consensus estimate for Lumentum's upcoming earnings report is $1.03 per share, reflecting a remarkable year-over-year increase of +472.2%. Revenues are projected to reach $526.26 million, which is a 56.2% increase from the same quarter last year [3]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised 1.65% higher, indicating a positive reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Lumentum is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.91%. This suggests a bullish outlook from analysts, combined with a Zacks Rank of 2, indicating a strong likelihood of beating the consensus EPS estimate [12]. Historical Performance - Lumentum has consistently beaten consensus EPS estimates, achieving this in the last four quarters. For the most recent quarter, the company was expected to post earnings of $0.82 per share but delivered $0.88, resulting in a surprise of +7.32% [13][14]. Conclusion - Lumentum is positioned as a compelling candidate for an earnings beat, although investors are advised to consider other influencing factors before making investment decisions [17].

Core Viewpoint - Norwegian Cruise Line (NCLH) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended September 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The earnings report is scheduled for release on November 4, and positive results could lead to a stock price increase, while disappointing results may cause a decline [2]. - The Zacks Consensus Estimate predicts quarterly earnings of $1.16 per share, reflecting a year-over-year increase of 17.2%, with revenues expected to reach $3.02 billion, up 7.5% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 3.95% higher, indicating a collective reassessment by analysts [4]. - The Most Accurate Estimate for Norwegian Cruise Line is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.74%, suggesting a bullish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), which Norwegian Cruise Line currently holds [10][12]. - Historical performance shows that Norwegian Cruise Line has beaten consensus EPS estimates in two out of the last four quarters [14]. Industry Comparison - In contrast, another player in the leisure and recreation services industry, Marcus (MCS), is expected to report earnings of $0.42 per share, indicating a year-over-year decline of 46.2%, with revenues projected at $207.06 million, down 11% from the previous year [18][19].

Core Viewpoint - Navigator Holdings (NVGS) 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][2]. Earnings Expectations - The upcoming earnings report is anticipated to be released on November 4, with expected earnings of $0.36 per share, reflecting a year-over-year increase of 24.1%, and revenues projected at $128.53 million, up 7% from the previous year [3][2]. - The consensus EPS estimate has been revised 9.18% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP (Expected Surprise Prediction) model suggests that the Most Accurate Estimate for Navigator Holdings aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12]. - The stock currently holds a Zacks Rank of 3, making it challenging to predict a definitive earnings beat [12][13]. Historical Performance - In the last reported quarter, Navigator Holdings was expected to post earnings of $0.36 per share but only achieved $0.14, resulting in a surprise of -61.11% [14]. - Over the past four quarters, the company has surpassed consensus EPS estimates twice [15]. Industry Context - A.P. Moller-Maersk (AMKBY), another player in the transportation industry, is expected to report earnings of $0.51 per share for the same quarter, indicating a year-over-year decline of 48.5%, with revenues projected at $14.65 billion, down 7% [19][20]. - Despite a significant upward revision of 210% in the consensus EPS estimate for A.P. Moller-Maersk over the last 30 days, it also has an Earnings ESP of 0% and a Zacks Rank of 2 [20][21].

Company Overview - Niagen Bioscience (NAGE) is expected to report flat earnings of $0.02 per share for the quarter ended September 2025, with revenues projected at $31.3 million, reflecting a 22.4% increase year-over-year [3][12]. Earnings Expectations - The upcoming earnings report is scheduled for November 4, and the stock may experience upward movement if earnings exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a negative Earnings ESP of -33.33% for Niagen Bioscience, suggesting analysts have become bearish on the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Niagen Bioscience exceeded the consensus EPS estimate of $0.02 by delivering earnings of $0.04, resulting in a surprise of +100.00% [13]. - The company has successfully beaten consensus EPS estimates in all of the last four quarters [14]. Industry Context - In the broader context of the Zacks Medical - Biomedical and Genetics industry, Liquidia Corporation (LQDA) is expected to report a loss of $0.45 per share, with revenues anticipated to rise by 250.6% year-over-year [18][19].