Core Viewpoint - Analysts forecast LPL Financial Holdings Inc. (LPLA) will report quarterly earnings of $4.21 per share, reflecting an 8.5% year-over-year increase, with revenues expected to reach $3.77 billion, a 28.4% increase compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted upward by 1.1%, indicating a reassessment of initial projections by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions to the stock, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Revenue- Commission' at $1.05 billion, indicating a year-over-year change of +33.2% [5]. - 'Revenue- Service and fee' is projected at $149.76 million, reflecting a +10.9% change year-over-year [5]. - 'Revenue- Asset-based fees' is expected to reach $712.84 million, showing an +18.6% increase from the previous year [5]. - 'Revenue- Advisory' is forecasted at $1.72 billion, suggesting a +33.6% year-over-year change [6]. - The consensus for 'Revenue- Transaction' stands at $66.54 million, indicating a +12.9% change from the prior year [6]. Asset Metrics - Total Advisory and Brokerage Assets are expected to reach $1,893.67 billion, up from $1,497.80 billion in the same quarter last year [7]. - 'Total Advisory and Brokerage Assets - Advisory Assets' is projected at $1,042.21 billion, compared to $829.10 billion a year ago [7]. - The number of advisors is expected to reach 29,894, up from 23,462 in the previous year [7]. - 'Net New Assets (NNA) - Net new advisory assets' is forecasted at $22.57 billion, down from $26.80 billion in the same quarter last year [7]. Net New Assets - Analysts predict 'Total Net New Assets' will arrive at $26.19 billion, compared to $34.00 billion a year ago [8]. - 'Net New Assets (NNA) - Net new brokerage assets' is expected to reach $3.61 billion, down from $7.20 billion in the previous year [8]. Stock Performance - Shares of LPL Financial have experienced a +4.1% change in the past month, compared to a +4.9% move of the Zacks S&P 500 composite [8].

Group 1: Earnings Performance - Nov Inc. reported quarterly earnings of $0.29 per share, missing the Zacks Consensus Estimate of $0.30 per share, and down from $0.57 per share a year ago, representing an earnings surprise of -3.33% [1] - Over the last four quarters, the company has surpassed consensus EPS estimates only once [2] - The company posted revenues of $2.19 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.85%, but down from $2.22 billion year-over-year [2] Group 2: Stock Performance and Outlook - Nov Inc. shares have lost about 4.3% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for Nov Inc. was unfavorable ahead of the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] Group 3: Industry Context - The Oil and Gas - Mechanical and Equipment industry, to which Nov Inc. belongs, is currently in the bottom 14% of over 250 Zacks industries, suggesting a challenging environment [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Company Performance - Kforce reported quarterly earnings of $0.59 per share, missing the Zacks Consensus Estimate of $0.60 per share, and down from $0.75 per share a year ago, representing an earnings surprise of -1.67% [1] - The company posted revenues of $334.32 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.16%, but down from $356.32 million year-over-year [2] - Over the last four quarters, Kforce has surpassed consensus EPS estimates just once, while topping consensus revenue estimates three times [2] Stock Performance - Kforce shares have declined approximately 18.1% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current Zacks Rank for Kforce is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.61 on revenues of $331.76 million, and for the current fiscal year, it is $2.19 on revenues of $1.32 billion [7] - The outlook for the staffing industry, where Kforce operates, is currently in the top 39% of Zacks industries, suggesting potential for better performance compared to lower-ranked industries [8]

Core Insights - Waste Management (WM) reported quarterly earnings of $1.92 per share, exceeding the Zacks Consensus Estimate of $1.89 per share, and up from $1.82 per share a year ago, representing an earnings surprise of +1.59% [1] - The company generated revenues of $6.43 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.39%, and up from $5.4 billion year-over-year [2] - Waste Management shares have increased approximately 13.8% year-to-date, outperforming the S&P 500's gain of 8.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.07 on revenues of $6.58 billion, and for the current fiscal year, it is $7.57 on revenues of $25.53 billion [7] - The estimate revisions trend for Waste Management was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Waste Removal Services industry, to which Waste Management belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another competitor in the industry, Republic Services (RSG), is expected to report quarterly earnings of $1.75 per share, reflecting a year-over-year increase of +8.7%, with revenues projected at $4.27 billion, up 5.4% from the previous year [9][10]

Core Insights - Harmonic (HLIT) reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, and showing an increase from $0.08 per share a year ago, resulting in an earnings surprise of +200.00% [1] - The company achieved revenues of $138.03 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 6.01%, although this represents a slight decline from year-ago revenues of $138.74 million [2] - Harmonic has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance in earnings [2] Earnings Outlook - The future performance of Harmonic's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $153.77 million, and for the current fiscal year, it is $0.53 on revenues of $604.17 million [7] Industry Context - The Communication - Components industry, to which Harmonic belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - The performance of Harmonic's stock may also be influenced by the overall industry outlook, as empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]

Core Insights - UFP Industries reported quarterly earnings of $1.7 per share, missing the Zacks Consensus Estimate of $1.95 per share, and down from $2.05 per share a year ago [1] - The company posted revenues of $1.84 billion for the quarter, missing the Zacks Consensus Estimate by 0.92%, and down from $1.9 billion year-over-year [3] - UFP Industries has not surpassed consensus EPS estimates over the last four quarters, with a recent earnings surprise of -12.82% [2] Earnings Performance - The earnings surprise for the latest quarter was -12.82%, following a previous quarter surprise of -18.24% [2] - The current consensus EPS estimate for the upcoming quarter is $1.64, with expected revenues of $1.67 billion, and for the current fiscal year, the estimate is $6.19 on $6.62 billion in revenues [8] Market Performance - UFP Industries shares have declined approximately 6.9% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [4] - The company has topped consensus revenue estimates only once in the last four quarters [3] Industry Outlook - The Building Products - Wood industry, to which UFP Industries belongs, is currently ranked in the bottom 12% of over 250 Zacks industries, indicating potential challenges ahead [9] - The performance of UFP Industries may be influenced by the overall outlook for the industry [9] Future Expectations - The company's earnings outlook is crucial for investors, with a favorable trend in estimate revisions noted prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock [7] - The upcoming earnings report from Louisiana-Pacific, a competitor in the same industry, is anticipated to show a significant year-over-year decline in earnings [10][11]

Company Performance - Ekso Bionics reported a quarterly loss of $1.24 per share, slightly worse than the Zacks Consensus Estimate of a loss of $1.20, and an improvement from a loss of $1.95 per share a year ago [1] - The company posted revenues of $2.06 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 55.57%, and down from $4.95 million in the same quarter last year [2] - Over the last four quarters, Ekso Bionics has not surpassed consensus EPS or revenue estimates [2] Stock Performance - Ekso Bionics shares have declined approximately 47.3% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current Zacks Rank for Ekso Bionics is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$1.35 on revenues of $4.29 million, and for the current fiscal year, it is -$5.10 on revenues of $18.22 million [7] - The outlook for the Medical - Instruments industry, where Ekso Bionics operates, is currently in the bottom 32% of over 250 Zacks industries, which may impact the stock's performance [8]

Group 1 - Capital Bancorp reported quarterly earnings of $0.85 per share, missing the Zacks Consensus Estimate of $0.89 per share, but showing an increase from $0.59 per share a year ago, resulting in an earnings surprise of -4.49% [1] - The company posted revenues of $60.75 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.54%, compared to $43.95 million in the same quarter last year [2] - Capital Bancorp shares have increased approximately 20.1% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.90 on revenues of $62.9 million, and for the current fiscal year, it is $3.48 on revenues of $246.4 million [7] - The Zacks Industry Rank for Banks - Northeast is currently in the top 15% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] Group 3 - The estimate revisions trend for Capital Bancorp was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]

Core Viewpoint - NewtekOne (NEWT) reported quarterly earnings of $0.52 per share, exceeding the Zacks Consensus Estimate of $0.50 per share, and showing an increase from $0.43 per share a year ago [1][2]. Financial Performance - The earnings surprise for the quarter was +4.00%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2]. - NewtekOne's revenues for the quarter ended June 2025 were $70.2 million, which fell short of the Zacks Consensus Estimate by 4.75%, compared to $61.15 million in the same quarter last year [3]. - The company has exceeded consensus revenue estimates three times in the last four quarters [3]. Stock Performance and Outlook - NewtekOne shares have declined approximately 8.3% since the beginning of the year, while the S&P 500 has gained 8.6% [4]. - The company's earnings outlook is mixed, with a current Zacks Rank of 3 (Hold), indicating expected performance in line with the market in the near future [7]. - The consensus EPS estimate for the upcoming quarter is $0.62 on revenues of $78.68 million, and for the current fiscal year, it is $2.22 on revenues of $303.41 million [8]. Industry Context - The Financial - Miscellaneous Services industry, to which NewtekOne belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9].

Udemy, Inc. (UDMY) shares ended the last trading session 6.7% higher at $7.45. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 0.6% loss over the past four weeks.Udemy is benefiting from the growing demand for AI-driven workforce reskilling and its subscription-based revenue model.This company is expected to post quarterly earnings of $0.12 per share in its upcoming report, which represents a year-over-year change ...