证券日报网讯12月16日，安图生物（603658）在互动平台回答投资者提问时表示，公司在二级市场的股 票价格受行业政策情况、宏观经济环境、资本市场供给和投资者风险偏好等多方面因素共同影响。公司 高度关注股价表现及股东关切，持续聚焦主业发展，注重产品研发，扎实提升经营质量，同时通过合规 渠道积极与市场沟通，切实维护全体股东的长远利益。 ...

Wall Street analysts expect KB Home (KBH) to post quarterly earnings of $1.79 per share in its upcoming report, which indicates a year-over-year decline of 29%. Revenues are expected to be $1.65 billion, down 17.6% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings release, it is of utmost i ...

证券日报网讯 12月8日，顶点软件在互动平台回答投资者提问时表示，公司的股价短期波动受到市场多 种因素的影响，但从中长期看与公司的业绩及内在价值紧密相关。公司一直高度重视二级市场的股价表 现。公司会继续提高经营发展质效，推动公司高质量发展和投资价值提升，为投资者创造长期可持续的 回报。 （编辑 姚尧） ...

Core Insights - Analysts project Nordson (NDSN) will report quarterly earnings of $2.93 per share, a 5.4% increase year over year, with revenues expected to reach $769 million, reflecting a 3.3% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1][2] Revenue Projections - 'Net Sales- Industrial Precision Solutions' is projected to be $360.05 million, showing a year-over-year decline of 8.2% [4] - 'Net Sales- Advanced Technology Solutions' is expected to reach $180.73 million, indicating a year-over-year increase of 18.8% [4] - 'Net Sales- Medical and Fluid Solutions' is forecasted at $228.03 million, reflecting a 13.9% increase from the prior-year quarter [5] Operating Profit Estimates - 'Operating profit (loss)- Advanced Technology Solutions' is estimated at $39.78 million, up from $33.46 million reported in the same quarter last year [5] - 'Operating profit (loss)- Medical and Fluid Solutions' is projected to be $69.98 million, compared to $44.26 million in the same quarter last year [6] - 'Operating profit (loss)- Industrial Precision Solutions' is estimated at $118.84 million, down from $126.25 million reported in the same quarter of the previous year [6] Stock Performance - Over the past month, Nordson shares have returned +3.4%, outperforming the Zacks S&P 500 composite's +1.3% change [7] - Nordson holds a Zacks Rank 3 (Hold), suggesting its performance will likely align with the overall market in the upcoming period [7]

Core Insights - Cracker Barrel Old Country Store (CBRL) is expected to report a quarterly loss of -$0.68 per share, a decline of 251.1% year-over-year, with revenues forecasted at $801.06 million, down 5.2% from the previous year [1] Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, indicating that analysts have not changed their initial projections [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock price performance [3] Revenue Projections - Analysts predict 'Revenues- Retail' will reach $152.64 million, reflecting a year-over-year decrease of 5.7% [4] - The consensus for 'Revenues- Restaurant' is $648.49 million, indicating a decline of 5.1% year-over-year [5] Company Metrics - The estimated number of 'Company-Owned Units - Cracker Barrel' is projected to be 657, down from 660 in the same quarter last year [5] - Analysts project the 'Number of stores - Total (End of Period)' will reach 717, compared to 658 a year ago [5] Stock Performance - Cracker Barrel shares have decreased by 12.4% over the past month, contrasting with a slight increase of 0.1% in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 4 (Sell), suggesting it is expected to underperform the overall market in the near future [6]

Core Viewpoint - Toll Brothers (TOL) is expected to report quarterly earnings of $4.91 per share, a 6.1% increase year-over-year, with revenues projected at $3.32 billion, reflecting a slight decrease of 0.3% compared to the previous year [1]. Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- Home Sales' at $3.29 billion, indicating a year-over-year increase of 0.8% [5]. - 'Revenues- Land Sales' are forecasted to be $65.19 million, reflecting a year-over-year decrease of 11.3% [5]. Unit Metrics - The consensus for 'Closed/Delivered - Units' is 3,377, down from 3,431 in the same quarter last year [5]. - 'Backlog - Units' is expected to be 4,632, a decrease from 5,996 year-over-year [6]. - 'Net contracts - Units' are projected at 2,517, down from 2,658 in the same quarter last year [6]. Pricing Metrics - The 'Average delivered price (Total Average Price Per Unit)' is expected to reach $974.45, compared to $950.20 a year ago [6]. - The 'Average Backlog Price' is projected at $1,173.67, up from $1,078.70 year-over-year [7]. Community Metrics - Analysts predict the 'Number of Selling Communities' will reach 445, an increase from 408 in the same quarter last year [7]. Gross Margin - 'Gross Margin- Home Sales' is expected to be $842.54 million, slightly down from $846.32 million in the same quarter last year [8]. Stock Performance - Over the past month, shares of Toll Brothers have returned +4.1%, while the Zacks S&P 500 composite has seen a -0.1% change [8]. - Toll Brothers currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [8].

Core Viewpoint - Warren Buffett, at 95, announced plans to accelerate the donation of his $149 billion fortune to family foundations, expressing confidence in the incoming CEO Greg Abel and the company's future [1][2][4]. Donation Acceleration - Buffett emphasized the need to expedite the transfer of Berkshire stock to his children's foundations due to their advancing age [2]. - He converted 1,800 shares of Berkshire A stock into 2.7 million shares of B stock, donating over $1.3 billion to four family foundations [3]. Health Status - Buffett reassured stakeholders about his health, stating he feels generally well despite some physical limitations, and he continues to work five days a week [5]. - He confirmed that Greg Abel will take over the writing of the annual shareholder letter, a tradition Buffett has maintained since 1965 [5]. Company Performance - Buffett reflected on Berkshire's transformation from a struggling textile company to a $1 trillion investment conglomerate since he took over in 1965 [7]. - He reiterated Berkshire's resilience, stating it can withstand almost any economic environment, and noted the low probability of catastrophic events affecting the company [8][9]. Financial Highlights - Berkshire's Q3 report showed a net profit of $30.8 billion, a 17% year-over-year increase, with operating profit rising 34% [9]. - The top five holdings—American Express, Apple, Bank of America, Coca-Cola, and Chevron—account for approximately 66% of the total fair value of the company's stock portfolio [9]. Stock Price Outlook - Buffett acknowledged the volatility of Berkshire's stock price, which has seen significant fluctuations, and reassured investors that the stock will eventually rebound [10]. - Despite a nearly 10% increase in stock price this year, it underperformed compared to the S&P 500's 16.7% gain [10].

Core Insights - AppLovin Corp reported better-than-expected Q3 earnings of $2.45 per share on revenue of $1.41 billion, leading to an increase in current-quarter revenue guidance [1] - Following the earnings report, seven analysts raised their price targets, with J.P. Morgan Securities increasing its target from $425 to $650 [1] Stock Performance - AppLovin stock has experienced volatile trading since reaching a record high of $745.61 on September 29, with support at the 50-day moving average helping to limit losses [2] - Year-to-date, the stock has outperformed the market with a 90% increase [2] Options Activity - The options market has seen significant activity with 37,000 calls and 23,000 puts exchanged, which is double the typical volume [3] - The most popular options contract is the weekly 11/7 700-strike call, which also has the highest call open interest [3] - Short interest has decreased by 21.4% over the last two weeks, but still represents 6.9% of the stock's available float, with an average cover time of 2.3 days [3]

Core Insights - Wall Street analysts anticipate The RealReal (REAL) will report a quarterly loss of -$0.14 per share, reflecting a year-over-year decline of 55.6% [1] - Expected revenues are projected at $168.47 million, representing a 14% increase from the same quarter last year [1] - There has been an 8.3% downward revision in the consensus EPS estimate over the past 30 days, indicating a collective reassessment by analysts [1][2] Revenue Projections - Analysts estimate 'Revenue- Consignment revenue' will reach $140.10 million, indicating a year-over-year increase of 19.8% [4] - The consensus for 'Revenue- Direct revenue' is projected at $18.81 million, suggesting a 20.4% increase year over year [4] - 'Revenue- Shipping services revenue' is expected to be $16.20 million, reflecting a 6.4% year-over-year change [4] Key Metrics Forecast - The Average Order Value (AOV) is predicted to be $554.00, up from $522.00 in the same quarter last year [5] - The number of orders is forecasted to reach 900, compared to 829 in the same quarter of the previous year [5] - Gross Merchandise Value (GMV) is expected to be $498.30 million, an increase from $433.07 million a year ago [5] Stock Performance - The RealReal shares have increased by 9.4% over the past month, outperforming the Zacks S&P 500 composite, which rose by 1.3% [6] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [6]

Core Insights - Shift4 Payments (FOUR) is expected to report quarterly earnings of $1.46 per share, reflecting a year-over-year increase of 40.4% [1] - Anticipated revenues are projected to reach $580.64 million, indicating a 59% increase compared to the same quarter last year [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 1.5%, indicating a collective reassessment by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Key Metrics Projections - Analysts project 'Gross Revenue- Subscription and other revenues' to be $111.83 million, a year-over-year increase of 9.2% [5] - 'Gross Revenue- Payments-based revenue' is estimated to reach $950.21 million, reflecting a year-over-year change of 17.8% [5] - The estimated 'End-to-End Payment Volume' is projected at $53.06 billion, up from $43.50 billion a year ago [5] Market Performance - Shift4 Payments shares have decreased by 14.6% over the past month, contrasting with a 1% increase in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 4 (Sell), suggesting it is expected to underperform the overall market in the near future [6]