Core Viewpoint - The market anticipates a year-over-year decline in earnings for Essent Group despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Company Summary - Essent Group is expected to report quarterly earnings of $1.66 per share, reflecting a -2.4% change year-over-year, while revenues are projected to be $311.24 million, an increase of 4.3% from the previous year [3]. - The consensus EPS estimate has been revised down by 0.29% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][10]. - The Most Accurate Estimate for Essent Group is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -3.81%, combined with a Zacks Rank of 4, making it challenging to predict an earnings beat [11][10]. Earnings Surprise History - In the last reported quarter, Essent Group was expected to post earnings of $1.67 per share but delivered only $1.58, resulting in a surprise of -5.39% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [13]. Industry Comparison - In the Zacks Insurance - Property and Casualty industry, Palomar is expected to report earnings of $1.59 per share, indicating a year-over-year increase of +45.9%, with revenues projected at $171.76 million, up 48.7% from the previous year [17]. - Palomar's consensus EPS estimate has been revised up by 1.3% in the last 30 days, leading to a positive Earnings ESP of 6.29%, suggesting a likely earnings beat [18].

Core Viewpoint - Construction Partners (ROAD) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended March 2025, which could significantly influence its stock price depending on the actual results compared to estimates [1][2]. Financial Performance Expectations - The earnings report is scheduled for release on May 9, 2025, with expectations of a quarterly loss of $0.04 per share, indicating a year-over-year change of -100%. Revenues are projected to be $540 million, reflecting a 45.4% increase from the previous year [3][2]. - The consensus EPS estimate has been revised down by 5.49% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][10]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a negative Earnings ESP of -150% for Construction Partners, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate, complicating predictions of an earnings beat [11][10]. - Despite the negative Earnings ESP, the company holds a Zacks Rank of 3, which indicates a hold position, making it challenging to predict a positive earnings surprise [11][10]. Historical Performance - In the last reported quarter, Construction Partners exceeded the consensus EPS estimate of $0.14 by delivering earnings of $0.25, resulting in a surprise of +78.57%. Over the past four quarters, the company has consistently beaten consensus EPS estimates [12][13]. Industry Comparison - Another company in the Zacks Building Products - Miscellaneous industry, Installed Building Products (IBP), is expected to report earnings of $2.18 per share for the same quarter, reflecting a year-over-year decline of -11.7%. Its revenues are projected to be $673.24 million, down 2.8% from the previous year [17]. - Installed Building Products has an unchanged consensus EPS estimate over the last 30 days, but it also has a negative Earnings ESP of -1.53% and a Zacks Rank of 4, indicating a sell position, which complicates predictions of an earnings beat [18].

Company Overview - Verb Technology Company, Inc. (VERB) is expected to report a year-over-year increase in earnings driven by higher revenues for the quarter ended March 2025, with a consensus outlook indicating a quarterly loss of $3.14 per share, representing an 85.7% change from the previous year [1][3] - Revenues are anticipated to reach $0.8 million, reflecting a significant increase of 7900% compared to the same quarter last year [3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised 21.72% lower over the last 30 days, indicating a reassessment by analysts of their initial estimates [4] - The Most Accurate Estimate for Verb Technology aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [10][11] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, but its predictive power is significant primarily for positive readings [7][8] - Verb Technology's current Zacks Rank is 5 (Strong Sell), complicating the prediction of an earnings beat [11] Historical Performance - In the last reported quarter, Verb Technology was expected to post a loss of $2.52 per share but delivered a loss of $2.20, resulting in a surprise of +12.70% [12] - Over the past four quarters, the company has beaten consensus EPS estimates two times [13] Industry Context - Ziff Davis, another company in the Zacks Internet - Software industry, is expected to report earnings of $1.10 per share for the same quarter, indicating a year-over-year change of -13.4% [17] - Ziff Davis's revenues are projected to be $323.51 million, up 2.9% from the previous year, with a consensus EPS estimate revised 12.1% lower over the last 30 days [18]

Company Overview - TeraWulf Inc. (WULF) is anticipated to report a year-over-year decline in earnings despite higher revenues for the quarter ended March 2025, with a consensus outlook indicating a quarterly loss of $0.04 per share, representing a -100% change from the previous year [1][3][12] - Revenues are expected to reach $46.18 million, reflecting an 8.8% increase compared to the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on May 9, 2025, and could influence the stock price significantly depending on whether the actual results exceed or fall short of expectations [2] - The consensus EPS estimate has been revised down by 166.67% over the last 30 days, indicating a reassessment by analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for TeraWulf is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +7.69%, suggesting a likelihood of beating the consensus EPS estimate [10][11] - The company currently holds a Zacks Rank of 3, indicating a hold position, which combined with the positive Earnings ESP suggests a potential earnings beat [11] Historical Performance - TeraWulf has not been able to surpass consensus EPS estimates in any of the last four quarters, with the last reported quarter showing a loss of $0.08 per share against an expected loss of $0.04, resulting in a -100% surprise [12][13] Industry Context - In the broader context, Blue Owl Capital Corporation (OBDC), a peer in the Zacks Financial - Miscellaneous Services industry, is expected to post earnings of $0.43 per share for the same quarter, indicating a year-over-year decline of -8.5% [17] - Blue Owl's revenue is projected to be $452.85 million, up 13.3% from the previous year, with a slight downward revision of 0.4% in the consensus EPS estimate over the last 30 days [17][18]

Company Overview - Sphere Entertainment (SPHR) is expected to report a year-over-year decline in earnings, with a projected loss of $2.48 per share, reflecting a decrease of 86.5% compared to the previous year [3] - Revenues for the upcoming quarter are anticipated to be $277.07 million, down 13.8% from the same quarter last year [3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised 2.93% higher in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for Sphere Entertainment is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +8.27% [10][11] Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [8] - Sphere Entertainment currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [11] Historical Performance - In the last reported quarter, Sphere Entertainment was expected to post a loss of $2.15 per share but actually reported a loss of $3.49, resulting in a surprise of -62.33% [12] - Over the past four quarters, the company has beaten consensus EPS estimates two times [13] Industry Context - In the Zacks Media Conglomerates industry, Paramount Global-B (PARA) is expected to report earnings of $0.30 per share, indicating a year-over-year decline of 51.6% [17] - Paramount Global-B's revenue is projected to be $7.1 billion, down 7.6% from the previous year [17] - The consensus EPS estimate for Paramount Global-B has been revised 1.2% higher, but a lower Most Accurate Estimate results in an Earnings ESP of -31.65%, making it difficult to predict an earnings beat [18]

Core Viewpoint - Electronic Arts (EA) is expected to report its fourth-quarter fiscal 2025 results on May 6, with anticipated GAAP revenues between $1.682 billion and $1.832 billion and earnings per share ranging from 65 cents to $1 [1][2]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for fiscal fourth-quarter revenues is $1.56 billion, reflecting a decline of 6.18% from the previous year [2]. - The consensus for fiscal fourth-quarter earnings is $1.11 per share, indicating an 18.98% decrease from the year-ago figure, with a 4.3% downward revision in estimates over the past 30 days [3]. Performance Factors - EA's Global Football franchise is projected to experience a low double-digit decline in net bookings for the fourth quarter, following a mid-single-digit decline in Q3, due to challenges in player acquisition and engagement [5]. - The release of the new co-op action-adventure game, Split Fiction, on March 6, is expected to partially offset declines in other franchises, priced at $49.99 [6]. - The announcement of F1 25 is likely to have a modest impact on bookings due to its release in the next fiscal year, while the acquisition of TRACAB Technologies is not expected to materially affect Q4 results [7]. Year-over-Year Comparisons - EA anticipates fourth-quarter net bookings between $1.444 billion and $1.594 billion, representing a decline of 4-13% year-over-year [9]. - The American Football titles are performing well, with expectations to surpass $1 billion in net bookings for fiscal 2025, although the upcoming College Football 26 release is outside this reporting period [8]. Future Outlook - Investors should monitor engagement metrics across EA's sports franchises and insights regarding the fiscal 2026 pipeline, which includes major releases like College Football 26 and Battlefield, as these could signal a potential return to growth [10].

Core Viewpoint - MPLX LP is expected to report its first-quarter 2025 results on May 6, with positive indicators suggesting a potential earnings beat based on previous performance and current estimates [1][6]. Financial Performance - In the last reported quarter, MPLX's adjusted earnings were $1.07 per unit, surpassing the Zacks Consensus Estimate of $1.04, driven by higher throughputs and contributions from newly acquired assets [1]. - The Zacks Consensus Estimate for first-quarter earnings per unit is $1.06, reflecting an 8.2% improvement from the prior year's figure [2]. - Revenue estimates stand at $3.2 billion, indicating a 12.9% increase from the previous year [3]. - The adjusted EBITDA estimate for the Logistics and Storage segment is $1,118.78 million, up from $1,098 million in the prior-year quarter [5]. Business Model and Stability - MPLX's business model is characterized by stability due to long-term usage of its oil and gas pipeline assets, which mitigates vulnerability to commodity price fluctuations [4]. - The partnership is expected to generate stable cash flows supported by its extensive network of crude oil and refined product pipelines, as well as gathering systems for crude oil and natural gas [4]. Earnings Predictions - The earnings model indicates a likelihood of an earnings beat for MPLX, supported by a positive Earnings ESP of +3.07% and a Zacks Rank of 3 (Hold) [6].

Core Viewpoint - The energy sector is facing challenges due to macroeconomic uncertainty and commodity price volatility, but some companies are positioned to potentially exceed earnings expectations, which could positively impact their stock prices in the near term [1]. Sector Snapshot - Oil prices have decreased in Q1 2025, with West Texas Intermediate crude averaging $71.84 per barrel, down from $77.56 in Q1 2024, attributed to soft global demand, rising inventories, and increased non-OPEC+ production [2]. - U.S. natural gas prices have rebounded sharply, averaging $4.15 per MMBtu compared to $2.13 a year ago, driven by colder weather and growing LNG exports [2]. Earnings Expectations - S&P 500 energy firms are projected to report a 12.9% year-over-year decline in earnings and a 0.3% dip in revenues, indicating ongoing pressure on profit margins [3][5]. - This decline is an improvement from the 22.4% earnings drop in Q4 2024, but still reflects significant challenges for oil-centric companies [3][6]. Company Performance Insights - Some energy companies are expected to perform better due to effective cost management, operational efficiency, and a focus on natural gas, which may lead to earnings surprises [4][7]. - Energy Transfer (ET) has an Earnings ESP of +9.23% and a Zacks Rank 3, with earnings scheduled for release on May 6 [11][12]. - MPLX LP also has a +9.23% Earnings ESP and a Zacks Rank 3, with earnings set to be released on May 6 [12]. - Pembina Pipeline (PBA) has an Earnings ESP of +2.93% and a Zacks Rank 3, with earnings scheduled for May 8 [13]. - ConocoPhillips (COP) has an Earnings ESP of +2.76% and a Zacks Rank 3, with earnings also scheduled for May 8 [14].

Core Viewpoint - Astronics Corporation (ATRO) is expected to report first-quarter 2025 results on May 6, with revenue estimates indicating growth and a significant improvement in earnings compared to the previous year [1][2]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for revenues is $190 million, reflecting a 2.7% increase from the same quarter last year [2]. - The consensus estimate for earnings is 25 cents per share, a notable recovery from a loss of 9 cents in the prior-year quarter, with a 19.1% upward revision in the last 60 days [2]. Segment Performance - The Aerospace unit is projected to drive sales growth, with first-quarter sales estimated at $171.8 million, a 5% increase year-over-year, supported by rising demand for cabin power and in-flight entertainment [5][6]. - Conversely, the Test Systems unit is expected to see a decline in sales, estimated at $18.2 million, down 15% from the previous year due to delays in the U.S. Army's radio test program [7]. Overall Company Performance - Approximately 90% of ATRO's total revenues come from the Aerospace segment, which is anticipated to enhance overall top-line performance [8]. - The company's shares have increased by 44.3% year-to-date, outperforming the Zacks Aerospace-Defense Equipment industry and the broader market [9]. Valuation Metrics - ATRO's forward 12-month price-to-earnings (P/E) ratio is 17.31X, which is lower than the peer group's average of 23.41X, indicating a potentially attractive valuation [10]. - Despite this, industry peers like Leonardo DRS and TransDigm Group are trading at higher P/E multiples of 35.62 and 35.37, respectively [14]. Growth Catalysts and Challenges - The expansion of global commercial air traffic is a significant growth driver for ATRO, with expectations for strong revenue and earnings growth in the first quarter [16]. - The company faces challenges such as supply-chain pressures, material availability, and rising labor costs, which could impact performance [15]. Investment Considerations - Given the favorable sales and earnings estimates, a strong Zacks Rank, and solid year-to-date stock performance, ATRO may be a compelling investment opportunity ahead of its earnings report [20].

Core Viewpoint - Air Lease Corporation (AL) is set to report its first-quarter 2025 results on May 5, with expectations of revenue growth but a decline in earnings compared to the previous year [1][5]. Group 1: Earnings Performance - Air Lease's earnings have exceeded the Zacks Consensus Estimate in two of the last four quarters, with an average surprise of 3.31% [1]. - The Zacks Consensus Estimate for first-quarter 2025 earnings has been revised downward by 3.1% to $1.24, indicating a 5.34% decline from the year-ago actuals [5][6]. Group 2: Revenue Expectations - The Zacks Consensus Estimate for first-quarter 2025 revenues is $710.84 million, reflecting a year-over-year growth of 7.2% [3]. - The estimated revenue from rental of flight equipment is $664 million, indicating an 8.1% growth from the previous year [4]. Group 3: Influencing Factors - The anticipated revenue growth is attributed to the continuous expansion of the company's fleet, increased sales activity, and higher end-of-lease revenues [3]. - Rising operating expenses, including higher selling, general and administrative expenses, interest expenses, and depreciation of flight equipment costs, are expected to negatively impact bottom-line growth [6][7]. Group 4: Earnings Prediction Model - The current model does not predict an earnings beat for Air Lease, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 [8].