Company Performance - Owlet, Inc. reported a quarterly loss of $0.05 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.21, representing an earnings surprise of +76.19% [1] - The company posted revenues of $26.1 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 19.51% and up from $20.7 million a year ago [2] - Over the last four quarters, Owlet has surpassed consensus EPS estimates three times and topped revenue estimates two times [2] Stock Movement and Outlook - Owlet shares have increased approximately 59.6% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is -$0.24 on revenues of $23.45 million, and for the current fiscal year, it is -$1.03 on revenues of $93.02 million [7] Industry Context - The Technology Services industry, to which Owlet belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Owlet's performance [5][6]

Core Insights - Cardlytics reported a quarterly loss of $0.13 per share, better than the Zacks Consensus Estimate of a loss of $0.16, and an improvement from a loss of $0.15 per share a year ago, resulting in an earnings surprise of +18.75% [1] - The company generated revenues of $63.25 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.86% and down from $69.64 million year-over-year [2] - Cardlytics shares have declined approximately 50.4% year-to-date, contrasting with the S&P 500's gain of 7.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.09 on revenues of $70.3 million, and for the current fiscal year, it is -$0.46 on revenues of $275.2 million [7] - The estimate revisions trend for Cardlytics 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 Technology Services industry, to which Cardlytics belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting that companies in the top half tend to outperform those in the bottom half by more than 2 to 1 [8]

Financial Performance - Soleno Therapeutics reported a quarterly loss of $0.09 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.53, and an improvement from a loss of $0.57 per share a year ago, representing an earnings surprise of +83.02% [1] - The company posted revenues of $32.66 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.58%, compared to zero revenues a year ago [2] Stock Performance - Soleno Therapeutics shares have increased approximately 81.6% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.49 on revenues of $24.62 million, and for the current fiscal year, it is -$2.13 on revenues of $122.75 million [7] Industry Outlook - The Medical - Drugs industry, to which Soleno Therapeutics belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that the company's stock may continue to perform well based on these revisions [5][6]

Company Performance - Masimo reported quarterly earnings of $1.33 per share, exceeding the Zacks Consensus Estimate of $1.23 per share, and up from $0.86 per share a year ago, representing an earnings surprise of +8.13% [1] - The company posted revenues of $370.9 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.59%, but down from $496.3 million year-over-year [2] - Over the last four quarters, Masimo has consistently surpassed consensus EPS estimates and revenue estimates [2] Future Outlook - The immediate price movement of Masimo's stock will depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.14 on revenues of $369.36 million, and for the current fiscal year, it is $4.98 on revenues of $1.52 billion [7] - The estimate revisions trend for Masimo 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] Industry Context - The Medical - Instruments industry, to which Masimo belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting potential challenges for stock performance compared to higher-ranked industries [8] - The performance of Masimo's stock may also be influenced by the overall outlook for the industry [8]

Core Viewpoint - Oddity Tech reported quarterly earnings of $0.92 per share, exceeding the Zacks Consensus Estimate of $0.88 per share, and showing an increase from $0.82 per share a year ago, indicating a positive earnings surprise of +4.55% [1] Financial Performance - The company achieved revenues of $241.14 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.83% and reflecting a year-over-year increase from $192.77 million [2] - Over the last four quarters, Oddity Tech has consistently surpassed consensus EPS and revenue estimates [2] Stock Performance - Oddity Tech shares have increased approximately 70.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 6.1% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $0.32 for the coming quarter and $2.04 for the current fiscal year [7] - The Zacks Rank for Oddity Tech is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Industry Context - The Internet - Software industry, to which Oddity Tech belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Insights - Evertec reported revenue of $229.61 million for the quarter ended June 2025, reflecting an 8.3% increase year-over-year and a surprise of +3.48% over the Zacks Consensus Estimate of $221.88 million [1] - The company's EPS for the quarter was $0.89, up from $0.83 in the same quarter last year, with an EPS surprise of +3.49% compared to the consensus estimate of $0.86 [1] Revenue Breakdown - Payment Services - Puerto Rico & Caribbean generated $56.42 million, exceeding the three-analyst average estimate of $55.39 million, with a year-over-year change of +4.1% [4] - Payment Services - Latin America reported revenues of $86.06 million, surpassing the average estimate of $80.78 million, marking a year-over-year increase of +15.3% [4] - Corporate and Other revenues were reported at -$24.68 million, slightly better than the average estimate of -$25.32 million, with a year-over-year change of +0.6% [4] - Business Solutions revenues reached $64.52 million, compared to the average estimate of $63.29 million, reflecting a +3.5% year-over-year change [4] - Merchant Acquiring, net revenues were $47.29 million, slightly below the average estimate of $47.57 million, with a year-over-year increase of +4.4% [4] Stock Performance - Over the past month, Evertec's shares have returned -9.3%, contrasting with the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Tilray Brands, Inc. reported quarterly earnings of $0.02 per share, surpassing the Zacks Consensus Estimate of a loss of $0.03 per share, marking an earnings surprise of +166.67% [1] - The company posted revenues of $224.54 million for the quarter ended May 2025, which was 6.46% below the Zacks Consensus Estimate and a decrease from $229.88 million year-over-year [2] Financial Performance - The earnings report indicates a significant improvement from a loss of $0.04 per share a year ago [1] - Over the last four quarters, Tilray Brands has exceeded consensus EPS estimates twice, but has not beaten revenue estimates during the same period [2] Stock Performance - Tilray Brands shares have declined approximately 48.2% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current Zacks Rank for Tilray Brands is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$0.06 on revenues of $209.71 million, and for the current fiscal year, it is -$0.17 on revenues of $885.29 million [7] - The outlook for the Medical - Products industry, to which Tilray Brands belongs, is currently in the bottom 30% of Zacks industries, which may negatively impact stock performance [8]

Core Viewpoint - Healthcare Services (HCSG) reported quarterly earnings of $0.21 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and showing an increase from $0.20 per share a year ago [1][2] Financial Performance - The company achieved revenues of $458.49 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.89% and increasing from $426.29 million year-over-year [3] - Over the last four quarters, Healthcare Services has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2][3] Stock Performance - Since the beginning of the year, Healthcare Services shares have increased by approximately 12.4%, outperforming the S&P 500's gain of 7.3% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.20 on revenues of $450.3 million, and for the current fiscal year, it is $0.84 on revenues of $1.8 billion [8] - The estimate revisions trend for Healthcare Services was mixed ahead of the earnings release, which may change following the recent report [7] Industry Context - The Business - Services industry, to which Healthcare Services belongs, is currently in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9]

Group 1: TransMedics Group - TransMedics Group reported Q1 2025 sales of over $143 million, exceeding analyst expectations by approximately 16% [2] - The company achieved adjusted earnings per share (EPS) of $0.70, more than double the expected amount [3] - TransMedics increased its full-year revenue guidance by $34 million, now forecasting $575 million, which implies a growth of 30% compared to 2024 [4] Group 2: Everus - Everus reported Q1 sales of nearly $827 million, beating forecasts by over $150 million, resulting in a sales beat of over 22% [6] - The company's non-adjusted EPS rose by 31% to $0.72, contrary to analyst expectations of a decline [6] - Everus's order backlog increased by 41% to $3.1 billion, providing a solid revenue floor for future growth [8] Group 3: Excelerate Energy - Excelerate Energy's Q1 sales reached $315 million, surpassing estimates by over 51% [11] - Revenues grew by over 57%, significantly higher than the expected growth of just 4% [11] - The company is positioned to benefit from rising global demand for LNG, with Jefferies initiating coverage with a $39 price target [11]

Core Viewpoint - Allurion Technologies, Inc. reported a quarterly earnings of $0.43 per share, significantly beating the Zacks Consensus Estimate of a loss of $1.53 per share, marking an earnings surprise of 128.10% [1] Financial Performance - The company posted revenues of $5.58 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 2.11%, and a decline from $9.39 million in the same quarter last year [2] - Over the last four quarters, Allurion has surpassed consensus EPS estimates two times but has not beaten consensus revenue estimates [2] Stock Performance - Allurion shares have declined approximately 78.1% since the beginning of the year, contrasting with the S&P 500's gain of 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is -$1.15 on revenues of $6.05 million, and for the current fiscal year, it is -$4.19 on revenues of $28.6 million [7] Industry Outlook - The Medical - Products industry, to which Allurion belongs, is currently ranked in the bottom 31% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Allurion's stock performance [5]