Core Viewpoint - Donaldson Company, Inc. is preparing to release its earnings report, with Wall Street expecting growth in earnings, although analyst opinions are mixed, particularly with Nathan Jones from Stifel Nicolaus setting a lower price target of $51 [1] Group 1: Price Target Trends - The consensus price target for DCI has remained stable at an average of $90 over the past month and the last quarter, indicating no significant changes in analysts' views on the company's performance [2] - A year ago, the average price target was $83.67, reflecting a positive trend with a 7.6% increase over the year, which may be due to the company's performance or favorable market conditions [3] Group 2: Upcoming Earnings Report - Donaldson's earnings conference call is scheduled for December 4, 2025, which will provide further insights into the company's performance, and investors can access the live webcast via the company's Investor Relations website [4] - The stable price target in recent months, along with the increase from last year, suggests a cautiously optimistic outlook on DCI's future prospects [4]

Core Insights - Howard Hughes Holdings (HHH) is expected to report quarterly earnings of $1.56 per share, reflecting a year-over-year decline of 20% [1] - Revenue projections stand at $331.53 million, indicating a slight increase of 1.3% from the previous year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting analysts have reassessed their initial projections [1] Revenue Estimates - Analysts forecast 'Revenues- Master Planned Community land sales' to reach $199.43 million, a change of +0.6% from the year-ago quarter [4] - 'Revenues- Operating Assets Segment' is expected to arrive at $114.18 million, indicating a change of +0.1% from the prior-year quarter [4] - 'Revenues- Master Planned Communities Segment' is projected to be $217.38 million, reflecting a change of +2.2% from the year-ago quarter [4] Stock Performance - Shares of Howard Hughes Holdings have decreased by -5.2% over the past month, contrasting with a +1.3% increase in the Zacks S&P 500 composite [5] - HHH holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [5]

Core Insights - C4 Therapeutics, Inc. reported a quarterly loss of $0.44 per share, which was better than the Zacks Consensus Estimate of a loss of $0.47, representing an earnings surprise of +6.38% [1] - The company generated revenues of $11.23 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 72.77%, although this was a decline from $15.36 million in the same quarter last year [2] - C4 Therapeutics shares have underperformed, losing approximately 34.2% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.29 on revenues of $9.5 million, and for the current fiscal year, it is -$1.46 on revenues of $29.7 million [7] - The estimate revisions trend for C4 Therapeutics was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Medical - Biomedical and Genetics industry, to which C4 Therapeutics belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [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]

Core Insights - Capricor Therapeutics (CAPR) shares increased by 12% to close at $6.92, following a 14.3% decline over the past four weeks, indicating a significant turnaround in investor sentiment [1][2]. Company Performance - The recent rise in CAPR shares is linked to the company's regulatory advancements and optimism regarding upcoming clinical milestones, particularly after management confirmed FDA alignment on trial endpoints [2]. - The company is projected to report a quarterly loss of $0.54 per share, reflecting a year-over-year decrease of 42.1%, while revenues are expected to reach $2.4 million, marking a 6.2% increase from the previous year [3]. - The consensus EPS estimate for Capricor has remained stable over the last 30 days, suggesting that the stock's price movement may not sustain without changes in earnings estimate revisions [4]. Industry Context - Capricor operates within the Zacks Medical - Products industry, where LeMaitre Vascular (LMAT) is another player, having closed at $88.87 with a 0.8% decline in the last trading session [5]. - LeMaitre's consensus EPS estimate has increased by 2.9% over the past month to $0.57, representing a year-over-year change of 16.3% [6].

Core Insights - Blackbaud (BLKB) reported quarterly earnings of $1.1 per share, exceeding the Zacks Consensus Estimate of $1.07 per share, and up from $0.99 per share a year ago [1] - The company achieved an earnings surprise of +2.80% for the quarter, and has surpassed consensus EPS estimates three times in the last four quarters [2] - Blackbaud's revenues for the quarter were $281.14 million, slightly above the Zacks Consensus Estimate by 0.53%, but down from $286.73 million year-over-year [3] Financial Performance - The earnings surprise of +2.80% indicates strong performance relative to expectations [2] - The company has consistently exceeded revenue estimates, achieving this three times in the last four quarters [3] - Year-to-date, Blackbaud shares have declined by approximately 13.2%, contrasting with a 17.2% gain in the S&P 500 [4] Future Outlook - The future performance of Blackbaud's stock will largely depend on management's commentary during the earnings call and the subsequent earnings outlook [4][5] - Current consensus EPS estimate for the upcoming quarter is $1.17, with expected revenues of $293.91 million, and for the current fiscal year, the EPS estimate is $4.40 on revenues of $1.13 billion [8] - The Zacks Rank for Blackbaud is currently 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [7] Industry Context - The Computer - Software industry, to which Blackbaud belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [9] - The performance of Blackbaud may also be influenced by the overall industry outlook, as top-ranked industries tend to outperform lower-ranked ones significantly [9]

Core Insights - Etsy reported quarterly earnings of $0.63 per share, exceeding the Zacks Consensus Estimate of $0.52 per share, and up from $0.45 per share a year ago, representing an earnings surprise of +21.15% [1] - The company generated revenues of $678.03 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.69% and increasing from $662.41 million year-over-year [2] - Etsy shares have appreciated approximately 41.4% year-to-date, significantly outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.06 on revenues of $864.44 million, and for the current fiscal year, it is $1.75 on revenues of $2.85 billion [7] - The estimate revisions trend for Etsy was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Commerce industry, to which Etsy belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Another company in the same industry, Fiverr International, is expected to report quarterly earnings of $0.70 per share, reflecting a year-over-year increase of +9.4%, with revenues projected at $108.04 million, up 8.4% from the previous year [9][10]

Core Insights - Xylem Inc. (XYL) is set to release its third-quarter 2025 results on October 28, with expected revenues of $2.22 billion, reflecting a year-over-year growth of 5.7% and earnings estimated at $1.24 per share, indicating an 11.7% increase from the previous year [1][10] Revenue Estimates by Segment - The Water Infrastructure segment is projected to generate revenues of $647 million, representing a 3.9% growth compared to the prior year [3] - The Measurement & Control Solutions (M&CS) segment is expected to report revenues of $503 million, reflecting a 9.8% increase year-over-year [4] - The Water Solutions and Services segment's revenues are estimated at $605 million, indicating a 5% growth from the previous year [5] - The Applied Water segment is anticipated to achieve revenues of $464 million, showing a 3.8% increase from the year-ago figure [6] Factors Influencing Performance - Strength in the transport application business due to increased infrastructure projects in the U.S. is likely to support the Water Infrastructure segment [3] - Robust demand for advanced metering infrastructure solutions and strong backlog execution are expected to enhance the M&CS segment's performance [4] - The dewatering applications business is anticipated to benefit from strong rental demand and capital projects, positively impacting the Water Solutions and Services segment [5] - A recovery in the Applied Water segment is expected, driven by higher demand for commercial building solutions [6] Strategic Acquisitions - The acquisition of Vacom Systems in April 2025 is expected to enhance Xylem's capabilities in sustainable water solutions [7] - The majority stake acquisition in Idrica in December 2024 is anticipated to boost growth opportunities and market penetration [7] Cost Pressures - High raw material costs, labor, freight, and overhead costs are likely to impact the bottom line in the third quarter [8] - Business integration expenses related to the Vacom Systems acquisition are expected to pressure margins [8] Earnings Prediction - The current Earnings ESP for Xylem is -0.13%, indicating uncertainty regarding an earnings beat this quarter [9][11]

Core Insights - Coursera reported quarterly earnings of $0.1 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, with an earnings surprise of +11.11% [1] - The company achieved revenues of $194.2 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.00% and showing a year-over-year increase from $176.09 million [2] - Coursera's stock has increased by approximately 22.9% since the beginning of the year, outperforming the S&P 500's gain of 13.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $186.95 million, and for the current fiscal year, it is $0.39 on revenues of $743.75 million [7] - The estimate revisions trend for Coursera 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 Technology Services industry, to which Coursera belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [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]

Core Insights - Henry Schein, Inc. (HSIC) is set to announce its third-quarter 2025 results on November 4, with previous adjusted EPS of $1.10 missing estimates by 6.78% [1] - The Zacks Consensus Estimate anticipates revenues of $3.27 billion, reflecting a 3.1% year-over-year increase, and an EPS of $1.27, indicating a 4.1% improvement [2] Q3 Estimates for HSIC - Revenue estimates for the third quarter have been set at $3.27 billion, which is a 3.1% increase from the previous year [2] - EPS estimates are projected at $1.27, showing a year-over-year growth of 4.1% [2] Estimate Revision Trend - Earnings estimates for the third quarter have decreased by 1 cent over the past 30 days [3] Factors Influencing Performance - The Global Distribution and Value-Added Services segment is expected to show strong volume growth in the U.S. Dental Merchandise business, aided by improved average selling prices [4] - International performance, particularly in Brazil, is anticipated to be favorable, with U.S. Dental Equipment sales recovering from tariff-related uncertainties [4] - The Value-Added Services segment may benefit from the high-margin Practice Transitions business, while the U.S. Global Medical business is likely to see increased sales of medical products and pharmaceuticals [5] Revenue Projections - Global Distribution and Value-Added Services revenues are projected to rise by 2.1% year-over-year in the third quarter [6] - The Specialty Products segment is expected to achieve a 4.2% year-over-year revenue increase, driven by strong sales of dental implants and biomaterials [9] - Global Technology revenues are anticipated to grow by 7.4% year-over-year, supported by cloud and SaaS offerings [10] Earnings ESP and Zacks Rank - Henry Schein currently has an Earnings ESP of -0.35%, indicating a lower likelihood of beating estimates [11] - The company holds a Zacks Rank of 4 (Sell) [12]

JB Hunt - JB Hunt reported a surprisingly strong quarter, beating expectations on both earnings and revenue, with shares rallying over 15% [2][6] - Earnings per share (EPS) was $1.76, and revenue topped $3.05 billion, which was flat year-over-year but better than expected [2][3] - The intermodal division, which combines truck and rail transport, accounted for about half of its revenue and saw operating income jump 12% [3][4] - Contract services revenue increased by 90%, while truckload revenue declined by 9% due to higher insurance and equipment expenses [4][5] - Analysts view JB Hunt's cost control measures as a pragmatic response to weak freight markets, with a buy rating and a price target of $175 [5][6] United Airlines - United Airlines reported mixed results, with adjusted EPS at $2.78 per share, better than expected, but revenue of $15.23 billion missed expectations [7][8] - Demand for premium cabins increased by 6%, while basic economy rose by 4%, indicating a shift in consumer preference [8] - Cargo revenue rose by 3%, and loyalty revenue increased by 9% year-over-year, but the revenue miss affected market perception [8][9] Las Vegas Sands - Las Vegas Sands shares rose nearly 1.5% following an upgrade from JP Morgan Chase, which raised its price target to $60 per share, implying over 20% upside [11][12] - The Singapore market, particularly Marina Bay Sands, is seen as a significant catalyst for the company's growth, with expectations of increased table holds driving earnings upside [12][13]