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What Analyst Projections for Key Metrics Reveal About Cognizant (CTSH) Q2 Earnings
ZACKS· 2025-07-25 14:16
Core Viewpoint - Cognizant (CTSH) is expected to report quarterly earnings of $1.26 per share, a 7.7% increase year-over-year, with revenues projected at $5.19 billion, reflecting a 7.1% year-over-year growth [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate for the quarter has been revised upward by 0.1%, indicating analysts' reassessment of their initial forecasts [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- Products and Resources' at $1.25 billion, representing an 11% increase from the previous year [5]. - 'Revenue- Health Sciences' is projected to be $1.61 billion, indicating a 10.1% year-over-year change [5]. - 'Revenue- Financial Services' is expected to reach $1.52 billion, reflecting a 5.3% increase year-over-year [5]. - 'Revenue- Communications, Media and Technology' is forecasted at $826.36 million, showing a 1.3% year-over-year change [6]. Market Performance - Cognizant shares have returned -1.1% over the past month, contrasting with the Zacks S&P 500 composite's +4.6% change [6]. - With a Zacks Rank 2 (Buy), Cognizant is anticipated to outperform the overall market in the near future [6].
scPharmaceuticals (SCPH) Soars 8.8%: Is Further Upside Left in the Stock?
ZACKS· 2025-07-25 13:16
Company Overview - scPharmaceuticals, Inc. (SCPH) shares increased by 8.8% to close at $5.84, with trading volume significantly higher than usual, reflecting a 35.3% gain over the past four weeks [1][2] Product Performance - The rise in stock price is linked to positive investor sentiment regarding the initial sales of Furoscix (furosemide injection), which treats edema in adult patients with chronic heart failure or chronic kidney disease [2] Financial Expectations - The company is projected to report a quarterly loss of $0.30 per share, marking a year-over-year increase of 31.8%. Expected revenues are $16.4 million, representing a 103.7% increase from the same quarter last year [3] - The consensus EPS estimate for scPharmaceuticals has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] Industry Context - scPharmaceuticals is categorized under the Zacks Medical - Biomedical and Genetics industry, where Celldex Therapeutics (CLDX) is another player, having closed 2.7% lower at $23.22, with an 11.2% return over the past month [5] - Celldex's consensus EPS estimate has also remained unchanged at -$0.86, reflecting a year-over-year change of -59.3% [6]
AutoNation (AN) Surpasses Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-25 13:16
Group 1: Earnings Performance - AutoNation reported quarterly earnings of $5.46 per share, exceeding the Zacks Consensus Estimate of $4.70 per share, and up from $3.99 per share a year ago, representing an earnings surprise of +16.17% [1] - The company posted revenues of $6.97 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.62% and increasing from $6.48 billion year-over-year [2] - Over the last four quarters, AutoNation has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - AutoNation shares have increased approximately 17.9% since the beginning of the year, outperforming the S&P 500's gain of 8.2% [3] - The current consensus EPS estimate for the upcoming quarter is $4.70 on revenues of $6.76 billion, and for the current fiscal year, it is $18.90 on revenues of $27.29 billion [7] - The estimate revisions trend for AutoNation was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Group 3: Industry Context - The Automotive - Retail and Whole Sales industry is currently in the top 32% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]
Tree.com (TREE) Surges 22.6%: Is This an Indication of Further Gains?
ZACKS· 2025-07-25 12:51
Company Overview - Tree.com (TREE) shares increased by 22.6% to $50.34 in the last trading session, with a notable trading volume, compared to a 14.7% gain over the past four weeks [1] - LendingTree reported stronger-than-expected preliminary second-quarter 2025 results, with anticipated revenue of $250 million, surpassing the previous guidance of $241–$248 million [2] - Adjusted EBITDA for the second quarter is expected to be $31.8 million, exceeding the earlier range of $29–$31 million [2] Financial Guidance - TREE raised its full-year 2025 revenue guidance to between $1.00 and $1.05 billion, up from $955–$995 million [3] - Variable Marketing Margin (VMM) is now projected at $329–$336 million, compared to the previous estimate of $319–$332 million [3] - Adjusted EBITDA guidance for the full year is increased to $119–$126 million, up from $116–$124 million [3] Earnings Expectations - The company is expected to report quarterly earnings of $1.09 per share, reflecting a year-over-year increase of 101.9% [4] - Revenue expectations for the quarter are $243.36 million, representing a 15.8% increase from the same quarter last year [4] - The consensus EPS estimate for TREE has remained unchanged over the last 30 days, indicating a potential stability in stock price movements [5] Industry Context - Tree.com operates within the Zacks Financial - Mortgage & Related Services industry, where UWM Holdings Corporation (UWMC) recently closed 4.6% lower at $4.38, with a 10.9% return over the past month [5] - UWM's consensus EPS estimate has increased by 1.5% over the past month to $0.06, showing a year-over-year change of 50% [6]
HighPeak Energy (HPK) Moves 7.4% Higher: Will This Strength Last?
ZACKS· 2025-07-25 12:41
Core Viewpoint - HighPeak Energy, Inc. (HPK) shares experienced a significant rally of 7.4% due to positive market sentiment and increased trading volume, despite a prior loss of 9.9% over the past month [1][2]. Company Summary - HighPeak Energy is positioned in the oil and gas exploration and production sector, specifically in the Midland Basin of West Texas, which is known for its productive capacity [2]. - The company is expected to report quarterly earnings of $0.12 per share, reflecting a year-over-year decline of 57.1%, with revenues projected at $211.58 million, down 23.1% from the previous year [3]. - The consensus EPS estimate for HighPeak Energy has remained unchanged over the last 30 days, indicating a lack of upward revisions that typically support stock price increases [4]. Industry Summary - The energy sector is currently experiencing a favorable shift, driven by renewed optimism surrounding crude oil prices and robust energy demand, which positively impacts exploration and production companies like HighPeak Energy [2]. - HighPeak Energy holds a Zacks Rank of 2 (Buy), indicating a positive outlook within the oil and gas exploration and production industry in the United States [5].
Lear (LEA) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-07-25 12:41
Core Viewpoint - Lear (LEA) reported quarterly earnings of $3.47 per share, exceeding the Zacks Consensus Estimate of $3.23 per share, although down from $3.6 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +7.43%, following a previous quarter where earnings were $3.12 per share against an expectation of $2.64, resulting in a surprise of +18.18% [2] - Lear's revenues for the quarter reached $6.03 billion, surpassing the Zacks Consensus Estimate by 2.38%, and showing a slight increase from $6.01 billion year-over-year [3] - Over the last four quarters, Lear has consistently exceeded consensus EPS and revenue estimates [2][3] Stock Performance - Since the beginning of the year, Lear shares have increased by approximately 14.2%, outperforming the S&P 500's gain of 8.2% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $3.06 on revenues of $5.57 billion, and for the current fiscal year, it is $12.17 on revenues of $22.51 billion [8] - The outlook for the automotive industry, where Lear operates, is favorable, with the Automotive - Original Equipment sector ranking in the top 35% of Zacks industries [9]
Centene (CNC) Reports Q2 Loss, Tops Revenue Estimates
ZACKS· 2025-07-25 12:11
Company Performance - Centene reported a quarterly loss of $0.16 per share, significantly below the Zacks Consensus Estimate of $0.68, and a decline from earnings of $2.42 per share a year ago, representing an earnings surprise of -123.53% [1] - The company posted revenues of $48.74 billion for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 10.93%, and up from $39.84 billion year-over-year [2] - Over the last four quarters, Centene has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Centene shares have declined approximately 55.8% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] - The current Zacks Rank for Centene is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.65 on revenues of $44.38 billion, and for the current fiscal year, it is $3.55 on revenues of $178.78 billion [7] - The trend of estimate revisions for Centene was unfavorable prior to the earnings release, which may impact future stock performance [6] Industry Context - The Medical - HMOs industry, to which Centene belongs, is currently ranked in the bottom 5% of over 250 Zacks industries, suggesting a challenging environment for the stock [8] - UnitedHealth Group, a competitor in the same industry, is expected to report quarterly earnings of $4.84 per share, reflecting a year-over-year decline of 28.8% [9]
Southside Bancshares (SBSI) Tops Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-25 12:06
Company Performance - Southside Bancshares reported quarterly earnings of $0.72 per share, exceeding the Zacks Consensus Estimate of $0.69 per share, but down from $0.82 per share a year ago, representing an earnings surprise of +4.35% [1] - The company posted revenues of $68.84 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.39%, compared to year-ago revenues of $67.85 million [2] - Over the last four quarters, Southside Bancshares has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Market Comparison - Southside Bancshares shares have declined approximately 3.5% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The company's current Zacks Rank is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $69.2 million, and for the current fiscal year, it is $2.81 on revenues of $273.7 million [7] - The outlook for the industry, specifically the Banks - Southwest sector, is favorable, ranking in the top 17% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]
Sallie Mae (SLM) Misses Q2 Earnings Estimates
ZACKS· 2025-07-24 22:46
Core Viewpoint - Sallie Mae reported quarterly earnings of $0.32 per share, missing the Zacks Consensus Estimate of $0.49 per share, and a significant decline from $1.11 per share a year ago, indicating an earnings surprise of -34.69% [1] Financial Performance - The company posted revenues of $376.82 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.45% and showing a slight increase from $372.17 million year-over-year [2] - Over the last four quarters, Sallie Mae has exceeded consensus revenue estimates two times [2] Stock Performance - Sallie Mae shares have increased approximately 19.7% since the beginning of the year, outperforming the S&P 500's gain of 8.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.62 on revenues of $387.17 million, and for the current fiscal year, it is $3.11 on revenues of $1.54 billion [7] - The outlook for the Financial - Consumer Loans industry, where Sallie Mae operates, is currently in the bottom 22% of Zacks industries, which may impact stock performance [8]
Bel Fuse (BELFB) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-24 22:36
Group 1: Earnings Performance - Bel Fuse reported quarterly earnings of $1.67 per share, exceeding the Zacks Consensus Estimate of $1.37 per share, and up from $1.5 per share a year ago, representing an earnings surprise of +21.90% [1] - The company posted revenues of $168.3 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 11.28%, compared to year-ago revenues of $133.21 million [2] - Over the last four quarters, Bel Fuse has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Group 2: Stock Performance and Outlook - Bel Fuse shares have increased approximately 29.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.1% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is $1.67 on revenues of $158.06 million, and $6.05 on revenues of $620.78 million for the current fiscal year [7] Group 3: Industry Context - The Electronics - Miscellaneous Products industry, to which Bel Fuse belongs, is currently ranked in the top 29% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Bel Fuse's stock performance [5][6]