Earnings ESP

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Will Advanced Micro (AMD) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-05-02 17:10
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Advanced Micro Devices (AMD) . This company, which is in the Zacks Computer - Integrated Systems industry, shows potential for another earnings beat.This chipmaker 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 1.48%. ...
Why Autodesk (ADSK) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-05-02 17:10
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? Autodesk (ADSK) , which belongs to the Zacks Internet - Software industry, could be a great candidate to consider.This design software company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 5.18%.For the most recent quarter ...
Why Fortinet (FTNT) Could Beat Earnings Estimates Again
ZACKS· 2025-05-02 17:10
Core Viewpoint - Fortinet (FTNT) is positioned well to continue its trend of beating earnings estimates, with a strong history of performance in the Zacks Security industry [1][5]. Earnings Performance - In the most recent quarter, Fortinet reported earnings of $0.74 per share, exceeding the expected $0.60 per share, resulting in a surprise of 23.33% [2]. - For the previous quarter, Fortinet's earnings were $0.63 per share against an expectation of $0.51 per share, leading to a surprise of 23.53% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Fortinet, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for another earnings beat [5][8]. - The current Earnings ESP for Fortinet is +3.77%, suggesting analysts have recently become more optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - Fortinet holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, indicates a high likelihood of a positive surprise, with historical data showing nearly 70% success in such cases [6][8]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions before earnings releases [7].
Can Sustained Product Demand Drive HIMS Stock Before Q1 Earnings?
ZACKS· 2025-05-02 16:00
Core Viewpoint - Hims & Hers Health, Inc. is expected to report strong revenue and earnings growth for the first quarter of 2025, driven by increased subscriber numbers and expanded product offerings [4][5][15]. Group 1: Performance Metrics - The company ended Q4 2024 with nearly 2.2 million subscribers, a 45% year-over-year increase [2]. - Monthly online revenue per average subscriber rose by 37.7% year-over-year in Q4 2024, attributed to the scaling of GLP-1s and a shift to premium offerings [2]. - Hims & Hers generated 2.8 million net orders in Q4 2024, marking a 22.1% year-over-year increase [2]. - Average order value increased by 63.1% year-over-year in Q4 2024 [2]. Group 2: Revenue and Earnings Estimates - The Zacks Consensus Estimate for Q1 2025 revenues is $538.1 million, reflecting a 93.4% increase from the prior year [4]. - The consensus estimate for EPS is 12 cents, indicating a 140% surge from the previous year's figure [4]. Group 3: Strategic Developments - The company has expanded its brand to include a wider range of health specialties, which is expected to enhance revenue potential [3]. - A long-term collaboration with Novo Nordisk aims to improve accessibility to obesity treatments, potentially boosting revenues [15]. - Recent acquisitions, including a peptide facility and an at-home lab testing facility, are expected to strengthen the company's supply chain and service offerings [16]. Group 4: Valuation and Market Position - Hims & Hers has a forward 12-month price-to-sales (P/S) ratio of 3.2X, which is below the industry average of 5.3X [10]. - The company is trading at a discount compared to peers like Veeva Systems and Inspire Medical, suggesting potential for growth [11]. Group 5: Stock Performance - Over the past three months, Hims & Hers shares have decreased by 7.1%, outperforming the declines of its sector and the S&P 500 [7]. - Compared to peers, Hims & Hers has shown relative resilience, with some competitors experiencing larger declines [9].
Clorox Pre-Q3 Earnings Send Mixed Signals: Time to Accumulate Shares?
ZACKS· 2025-05-02 15:55
Core Insights - Clorox Company (CLX) is expected to report a decline in both revenue and earnings for the third quarter of fiscal 2025, with revenues estimated at $1.71 billion, a decrease of 5.5% year-over-year, and earnings per share projected at $1.57, down 8.2% from the previous year [1][2]. Financial Performance - The Zacks Consensus Estimate indicates a trailing four-quarter earnings surprise of 23.8% on average, with an 11.5% surprise in the most recent quarter [2]. - Adjusted operating profit is predicted to increase by 8.3% year-over-year to $281.7 million, with an expected operating margin expansion of 180 basis points to 16.1% [6]. Strategic Initiatives - Clorox is leveraging its IGNITE strategy to enhance innovation and profitability across its business segments, particularly in the International segment, which is expected to see organic sales growth of 9% year-over-year [3][4]. - The company is streamlining its operating model to improve efficiency and productivity, which has positively impacted cash flow and adaptability to changing consumer behaviors [5]. Market Conditions - Clorox faces a challenging macroeconomic environment, with consumers experiencing financial pressures and increased advertising expenses impacting profitability [7]. - The company is also contending with stiff competition in the consumer goods sector, which is affecting its market share and operational performance [7]. Valuation and Stock Performance - CLX stock is currently trading at a forward 12-month price-to-earnings ratio of 19.45x, below the industry average of 21.08x, and has underperformed with a 14.8% decline year-to-date compared to the industry's 1.2% decline [9][10].
Toyota Gears Up to Report Q4 Results: Here's What to Expect
ZACKS· 2025-05-02 15:45
Toyota Motor Corporation (TM) is slated to release fourth-quarter fiscal 2025 results on May 14, after market close. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings and revenues is pegged at $2.92 per share and $78.47 billion, respectively.For the fiscal fourth quarter, the consensus estimate for TM’s earnings per share has moved down by $1.17 in the past 90 days. Its bottom-line estimates imply a decline of 41.48% from the year-ago reported number.The Zacks Consensus Estimate for rev ...
JKHY Gears Up to Report Q3 Earnings: What's in Store for the Stock?
ZACKS· 2025-05-02 15:30
Core Viewpoint - Jack Henry & Associates, Inc. (JKHY) is expected to report third-quarter fiscal 2025 results on May 5, with sales estimated at $586.14 million, reflecting an 8.84% growth year-over-year, and earnings per share projected at $1.30, indicating a 9.24% increase from the previous year [1][2]. Financial Performance - The company has consistently surpassed the Zacks Consensus Estimate in the last four quarters, with an average surprise of 3.1% [2]. - The services and support revenues are estimated at $332.5 million, showing a 9% growth from the prior year [3]. - The Core segment's revenues are projected at $181.5 million, indicating an 8.9% increase year-over-year [4]. - Payments revenues are expected to reach $215.8 million, reflecting a 6.9% growth compared to the previous year [6]. - The Complementary segment is estimated to generate revenues of $164.9 million, suggesting a 10.5% increase from the year-ago quarter [6]. Growth Drivers - The anticipated results are supported by increasing demand for the Jack Henry Platform, which is a public cloud-native platform for financial institutions, and the company's technology modernization strategies [4]. - Strength in the Payments segment is attributed to robust card transaction solutions and growth in the Enterprise Payment Solutions business [5]. - Continued expansion in faster payments infrastructure, such as PayCenter, and strong sales across Financial Crimes Defender are also expected to contribute positively [5]. Challenges - Ongoing tariff wars, geopolitical tensions, and macroeconomic pressures may negatively impact JKHY's results in the upcoming quarter [7].
B&G Foods Set to Release Q1 Earnings: Key Insights for Investors
ZACKS· 2025-05-02 15:10
B&G Foods, Inc. (BGS) is likely to register a decline in both top and bottom lines when it reports first-quarter 2025 earnings on May 7, after market close. The Zacks Consensus Estimate for revenues is pegged at $461 million, indicating a 3% drop from the prior-year quarter’s reported figure. The consensus mark for earnings has remained unchanged in the past 30 days at 14 cents per share, which implies a 22.2% decrease from the figure reported in the year-ago quarter. BGS delivered a trailing four-quarter n ...
Assurant Gears Up to Report Q1 Earnings: Here's What to Expect
ZACKS· 2025-05-02 15:10
Assurant, Inc. (AIZ) is expected to register an improvement in its top line but a decline in its bottom line when it reports first-quarter 2025 results on May 6, after the closing bell.The Zacks Consensus Estimate for AIZ’s first-quarter revenues is pegged at $3.05 billion, indicating 5.6% growth from the year-ago reported figure.The consensus estimate for earnings is pegged at $3.00 per share. The Zacks Consensus Estimate for AIZ’s first-quarter earnings has moved up 2.5% in the past 30 days. The estimate ...
Enbridge (ENB) Reports Next Week: What You Should Expect
ZACKS· 2025-05-02 15:06
Core Viewpoint - Wall Street anticipates flat earnings for Enbridge in the upcoming quarter, with a consensus EPS estimate of $0.68 per share, unchanged from the previous year, while revenues are expected to rise by 16.4% to $9.53 billion [3][11]. Earnings Report Expectations - The earnings report is scheduled for May 9, 2025, and could influence stock movement depending on whether the actual results exceed or fall short of expectations [2][3]. - A positive earnings surprise could lead to a stock price increase, while a miss may result in a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.8% over the last 30 days, indicating a bearish sentiment among analysts regarding Enbridge's earnings prospects [4][11]. - The Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.46%, complicating predictions for an earnings beat [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive reading is a strong predictor of an earnings beat, particularly when combined with a favorable Zacks Rank [8]. - Enbridge currently holds a Zacks Rank of 3 (Hold), which, combined with the negative Earnings ESP, makes it challenging to predict a positive earnings outcome [11]. Historical Performance - In the last reported quarter, Enbridge had an earnings surprise of +1.92%, with actual earnings of $0.53 per share against an expected $0.52 [12]. - Over the past four quarters, Enbridge has surpassed consensus EPS estimates twice [13]. Industry Comparison - Pembina Pipeline, another player in the oil and gas sector, is expected to report earnings of $0.57 per share, reflecting a year-over-year increase of 5.6%, with revenues projected to rise by 39.8% to $1.6 billion [17]. - Pembina's consensus EPS estimate has been revised up by 1% in the last 30 days, and it has a positive Earnings ESP of 2.93%, indicating a higher likelihood of beating the consensus estimate [18].