Core Viewpoint - The market anticipates Ondas Holdings Inc. (ONDS) will report a year-over-year increase in earnings driven by higher revenues for the quarter ended September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate indicates a quarterly loss of $0.05 per share, reflecting a year-over-year improvement of +66.7%. Revenues are projected to reach $7.37 million, representing a significant increase of 398% compared to the same quarter last year [3]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised 9.09% higher, indicating a collective reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for Ondas is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +40.00%. This suggests a bullish sentiment among analysts regarding the company's earnings prospects [12]. Historical Performance - In the last reported quarter, Ondas was expected to post a loss of $0.11 per share but actually reported a loss of -$0.08, achieving a surprise of +27.27%. However, the company has only beaten consensus EPS estimates once in the last four quarters [13][14]. Investment Considerations - While Ondas is viewed as a strong candidate for an earnings beat, investors are advised to consider other factors that may influence stock performance beyond earnings results [15][17].

Core Viewpoint - Alliant Energy (LNT) is expected to report its third-quarter 2025 results on November 6, with a prior earnings surprise of 9.68% in the last quarter [1] Factors Impacting Q3 Earnings - Strategic investments in electric distribution are anticipated to enhance service reliability and customer service, positively impacting the bottom line [2] - A strong customer base, robust economic development, and increasing demand from data centers are expected to contribute to earnings, although higher financing costs may offset some benefits [3] Q3 Expectations - The Zacks Consensus Estimate for earnings is $1.17 per share, reflecting a year-over-year increase of 1.7% [4] - Revenue is estimated at $1.10 billion, indicating a year-over-year rise of 2% [4] - Total electricity delivered is projected at 8,901 megawatt-hours (MWh), up 0.5% year over year [4] Earnings Prediction - The company's Earnings ESP is +0.43%, suggesting a likelihood of an earnings beat [5] - Alliant Energy currently holds a Zacks Rank of 3 (Hold) [6] Other Stocks to Consider - Atmos Energy Corporation (ATO) is expected to report on November 5, with an Earnings ESP of +4.85% and a Zacks Rank of 2 [7] - Duke Energy (DUK) is set to report on November 7, with an Earnings ESP of +1.63% and a Zacks Rank of 2 [10] - New Jersey Resources Corporation (NJR) will report on November 19, with an Earnings ESP of +8.51% and a Zacks Rank of 3 [11]

Core Insights - Albemarle Corporation (ALB) is set to announce its third-quarter 2025 results on November 5, 2025 [1][7] - The company has missed the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average negative earnings surprise of 136% [2] - ALB's shares have decreased by 3.2% over the past year, outperforming the Zacks Chemicals Diversified industry's decline of 28.9% [3] Revenue Estimates - The Zacks Consensus Estimate for ALB's revenues in the upcoming quarter is $1,291.9 million, indicating a year-over-year decline of approximately 4.6% [5] - The Energy Storage unit's net sales are estimated at $678 million, reflecting an 11.7% year-over-year decline [5] - The Specialties unit's net sales are projected at $349 million, suggesting a 1.5% year-over-year increase [5] - The Ketjen unit's net sales are expected to be $248 million, indicating a 10.8% year-over-year decline [8] Performance Factors - ALB is anticipated to benefit from cost-saving, pricing, and productivity initiatives, which may support margins despite weak lithium prices [9] - The company has made progress in optimizing its cost and operating structure, achieving a 100% run-rate against its cost and productivity improvement target of $300-$400 million for 2025 [10] - The decline in lithium market prices, driven by slowing demand for electric vehicles and increased supply, is expected to negatively impact ALB's performance [11] Earnings Prediction - The Earnings ESP for ALB is -2.16%, with the Zacks Consensus Estimate for the third quarter currently at a loss of 92 cents [13] - ALB holds a Zacks Rank of 3, indicating a hold rating [13]

Core Viewpoint - Sunrun Inc. (RUN) is set to release its third-quarter 2025 results on November 6, following a significant earnings surprise of 694.4% in the previous quarter, with expectations of continued growth driven by new partnerships and rising demand for solar solutions [1][9]. Factors Impacting Q3 Performance - In July 2025, Sunrun and Tesla introduced a new home energy plan aimed at enhancing solar production and energy independence for Texas customers, which is expected to improve customer acquisition and retention [2]. - The company anticipates an 8% growth in Aggregate Subscriber Value for Q3 2025, indicating a robust customer base and increased long-term value generation [3]. - A projected 58% increase in Contracted Net Value Creation suggests significant growth in new contract values and profitability, likely leading to improved margins [4]. - Strong sales volume for solar energy systems, driven by increasing demand, is expected to positively impact Sunrun's top-line performance for the quarter [4]. Financial Expectations - The Zacks Consensus Estimate for earnings is set at $0.01 per share, reflecting a year-over-year improvement of 102.7% [6]. - Revenue expectations are pegged at $604.92 million, indicating a 12.6% year-over-year increase [6]. - The estimated solar capacity installed is 251.1 megawatts (MW), up 9.3% from the previous year, with subscriber additions expected to reach 32,624, a 7.5% increase [7]. Earnings Prediction - The quantitative model does not predict an earnings beat for Sunrun this quarter, with an Earnings ESP of -4,160.8%, indicating challenges in meeting earnings expectations despite positive growth indicators [8].

Key Takeaways MCK's Q2 revenues are projected at $104.66B, up 11.8%, with EPS expected to rise 26.2% to $8.92.MCK's U.S. Pharma and RxTS segments likely fueled broad-based growth across specialty and digital services.Automation gains and cost control might have offset MCK's integration expenses from recent acquisitions.McKesson Corporation (MCK) is scheduled to report second-quarter fiscal 2026 results on Nov. 5, after market close.The company delivered an earnings surprise of 0.36% in the last reported qua ...

Core Insights - Solventum (SOLV) is set to release its third-quarter 2025 results on November 6, with expectations of mixed performance due to various challenges despite a strong first half [1][3][10] Financial Estimates - The Zacks Consensus Estimate for Solventum's revenues is $2.09 billion, while the earnings per share (EPS) estimate is $1.43 [2][10] Performance Outlook - The company is expected to face temporary headwinds from order timing, ERP implementation challenges, and tariff-related cost pressures, which may offset underlying business strength [3][10] - Revenue growth is likely to have softened sequentially, aligning with management's guidance of decelerating sales in the second half due to the reversal of advanced orders in the Infection Prevention and Surgical Solutions (IP&SS) segment [4][5] Segment Analysis - **MedSurg Segment**: Anticipated revenue normalization after a strong first half, with a temporary pullback in the IP&SS subsegment due to reversed orders [7] - **Advanced Wound Care**: Expected to show improvement driven by the adoption of single-use negative-pressure wound systems and expanded product rollout in Europe [8] - **Dental Solutions**: Projected to maintain low-single-digit growth supported by new product launches despite sluggish global dental demand [9] - **Health Information Systems (HIS)**: Likely to see steady growth benefiting from the adoption of the 360 Encompass platform, although spending constraints among hospital clients may impact near-term demand [11] - **Purification & Filtration (P&F)**: Expected to remain stable ahead of its planned divestiture, with continued demand for bioprocessing and industrial filtration products [12] Margin and Cost Management - Despite challenges, Solventum's focus on pricing discipline, restructuring savings, and a favorable product mix is expected to help sustain operating margins near the mid-20% range [6][10]

Key Takeaways XRAY's Q3 revenues are estimated at $901.6M, with EPS expected at $0.45, showing muted top-line momentum.XRAY's OIS and CTS weakness likely offset steady EDS growth and stabilization in Wellspect Healthcare.Tariff pressures and soft U.S. demand may continue to weigh on XRAY's revenue and margin performance.DENTSPLY SIRONA Inc. (XRAY) is scheduled to release third-quarter 2025 results on Nov. 6, before the opening bell.In the last reported quarter, the company’s earnings beat the Zacks Consensu ...

Core Insights - Approximately 38% of S&P 500 energy companies have reported Q3 2025 results, indicating noticeable challenges impacting earnings [1] - The Oil-Energy sector is experiencing mixed trends, with crude prices declining due to oversupply while natural gas prices are rising amid tighter supply and geopolitical tensions [2] Commodity Performance - Crude oil prices fell sharply in Q3 2025, with West Texas Intermediate averaging $65.74 per barrel, down 14% from $76.24 in Q3 2024, primarily due to oversupply as OPEC+ nations increased production by over 1.3 million barrels per day [3] - Natural gas prices rose significantly, with the Henry Hub spot price averaging $3.03 per million British thermal units (MMBtu), a 44% increase from $2.11 in Q3 2024, driven by supply disruptions and strong demand [5] Market Dynamics - Trade tensions between the U.S. and China, potential tariffs on imports from India, and softening industrial demand expectations contributed to bearish sentiment in the oil market [4] - Geopolitical disruptions in the Middle East and concerns over tariffs on LNG equipment imports have further increased production costs, supporting the rise in natural gas prices [6] Earnings Outlook - The energy sector's Q3 2025 earnings are projected to decline by 4.9% year over year, despite a sequential improvement from a negative 16.9% in Q2 2025, with revenues expected to grow only 1% [7] - In contrast, the broader S&P 500 is expected to show earnings and revenue growth of 7.3%, highlighting the energy sector's role as a market drag [8] Company-Specific Insights - Key companies to watch include APA Corporation, Permian Resources Corporation, Energy Transfer, and Devon Energy Corporation, all facing challenges in delivering earnings beats [2][10] - APA Corporation's earnings estimate is 74 cents per share, indicating a 26% decrease year over year, with a Zacks Rank of 3 [12][13] - Permian Resources Corporation's earnings estimate is 30 cents per share, reflecting a 14.29% decrease year over year, also with a Zacks Rank of 3 [14] - Energy Transfer's earnings estimate is 33 cents per share, a 3.13% increase year over year, but it holds a Zacks Rank of 4 (Sell) [15] - Devon Energy Corporation's earnings estimate is 93 cents per share, indicating a 15.45% decrease year over year, with a Zacks Rank of 3 [16]

Core Insights - The market anticipates AST SpaceMobile, Inc. (ASTS) will report a year-over-year increase in earnings driven by higher revenues for the quarter ending September 2025 [1] - The upcoming earnings report is expected to be released on November 10, with stock price movements likely influenced by how actual results compare to consensus estimates [2] Financial Expectations - The consensus estimate indicates a quarterly loss of $0.18 per share, reflecting a year-over-year improvement of +25% [3] - Revenues are projected to reach $20.74 million, representing a significant increase of 1785.5% compared to the same quarter last year [3] Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised 2.86% higher, indicating a reassessment by analysts [4] - The Most Accurate Estimate for AST SpaceMobile is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -28.57%, suggesting a bearish outlook from analysts [12] Earnings Surprise History - In the last reported quarter, AST SpaceMobile was expected to post a loss of $0.19 per share but actually reported a loss of $0.41, leading to a surprise of -115.79% [13] - The company has only beaten consensus EPS estimates once in the last four quarters [14] Conclusion - AST SpaceMobile does not appear to be a strong candidate for an earnings beat based on current estimates and historical performance [17] - Investors are advised to consider other factors beyond earnings expectations when evaluating the stock ahead of the earnings release [15][17]

Core Viewpoint - Arcturus Therapeutics (ARCT) is anticipated to report a significant year-over-year decline in earnings and revenues for the quarter ended September 2025, which could influence its stock price depending on the actual results compared to estimates [1][3]. Financial Expectations - The company is expected to post a quarterly loss of $1.25 per share, reflecting a year-over-year change of -380.8% [3]. - Revenues are projected to be $11.39 million, down 72.7% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 4.21% lower in the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12]. - The Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.59% [12]. Earnings Surprise Prediction - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - However, Arcturus Therapeutics currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, the company was expected to post a loss of $1.11 per share but actually reported a loss of -$0.34, resulting in a surprise of +69.37% [13]. - Over the past four quarters, Arcturus has beaten consensus EPS estimates three times [14]. Industry Context - In the broader Zacks Medical - Biomedical and Genetics industry, Iovance Biotherapeutics (IOVA) is also expected to report a loss, with a consensus EPS estimate of -$0.29 per share, indicating a year-over-year change of -3.6% [18]. - Iovance's revenue is expected to be $70.34 million, up 20.1% from the previous year, but it also has a Zacks Rank of 4, complicating predictions for an earnings beat [19][20].