Core Viewpoint - The video discusses Nike's recent earnings report and evaluates the potential for investment in the company, which has faced challenges in the market [1] Summary by Relevant Categories Earnings Report - Nike's earnings report is highlighted as a focal point, indicating the company's financial performance and market position [1] Investment Potential - The video aims to assess whether Nike, described as a "beaten-down, iconic company," presents a viable investment opportunity [1]

（原标题：6月指数将迎年中定期调整） 6月指数将迎年中定期调整，超2.7万亿元股票型ETF集中调仓，沪深主要宽基、行业和主题指数均有调整。从资金被动调仓规模看，一级行业中 电子、银行等被动流入居前，电力设备、汽车等流出较多；二级行业里半导体、农商行等流入居前，摩托车及其他、电池等流出多。个股层面， 拓荆科技、国泰海通等被动流入规模排名居前。 在股价表现方面，从指数调整公告日到生效日，股价与被动调仓影响系数密切相关，受流入影响 越大超额收益越显著；生效后5日，影响逐渐减弱。这是因为ETF多在生效前调仓，且被动产品扩容使指数调整对股价影响更显著。不过，历史经 验等存在失效等风险。 【兴证策略张启尧团队】6月ETF调仓主要影响哪些行业和公司？ 和讯自选股写手 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投资建议。在作出任何投资决定前，投资者 应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性， 对此和讯不做任何保证和承诺。 股票名称 "拓荆科技","国泰海通","恒玄科技","沪农商行","江苏银行 ...

Analysts on Wall Street project that Signet (SIG) will announce quarterly earnings of $1.02 per share in its forthcoming report, representing a decline of 8.1% year over year. Revenues are projected to reach $1.52 billion, increasing 0.4% from the same quarter last year.The current level reflects a downward revision of 4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this ...

Group 1 - Cava Group (CAVA) is expected to report quarterly earnings of $0.14 per share, a 16.7% increase year-over-year, with revenues forecasted at $330.46 million, reflecting a 27.6% year-over-year growth [1] - There has been a downward revision of 0.8% in the consensus EPS estimate for the quarter over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [3] Group 2 - Analysts estimate 'Revenue- CAVA Restaurant' to be $326.88 million, indicating a 27.5% year-over-year increase, with 'End of period CAVA Restaurants' projected at 382, up from 323 a year ago [5] - The average prediction for 'Occupancy as a percentage of CAVA Revenue' is 7.6%, down from 8% in the previous year [5] - 'Restaurant-Level profit- CAVA' is forecasted to reach $83.01 million, compared to $64.62 million in the same quarter last year [6]

For the quarter ended March 2025, Allbirds, Inc. (BIRD) reported revenue of $32.11 million, down 18.4% over the same period last year. EPS came in at -$2.73, compared to -$3.60 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $30.87 million, representing a surprise of +4.03%. The company delivered an EPS surprise of +29.09%, with the consensus EPS estimate being -$3.85.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Q2 Holdings, Inc. QTWO reported upbeat earnings for the first quarter on Wednesday.The company posted quarterly earnings of 50 cents per share which beat the analyst consensus estimate of 47 cents per share. The company reported quarterly sales of $189.74 million which beat the analyst consensus estimate of $186.67 million.“We delivered strong results to start the year with solid performance across the business,” said Q2 Chairman and CEO Matt Flake. “Our first quarter bookings performance was marked by sign ...

Core Insights - eBay reported quarterly earnings of $1.38 per share, exceeding the Zacks Consensus Estimate of $1.34 per share, and showing an increase from $1.25 per share a year ago, representing an earnings surprise of 2.99% [1] - The company achieved revenues of $2.59 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.49% and showing a slight increase from $2.56 billion year-over-year [2] - eBay's stock has increased approximately 8.5% since the beginning of the year, contrasting with a decline of 5.5% in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.26 on revenues of $2.59 billion, while for the current fiscal year, the estimate is $5.23 on revenues of $10.42 billion [7] - The estimate revisions trend for eBay is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Internet - Commerce industry, to which eBay belongs, is currently ranked in the top 25% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [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 Viewpoint - Healthpeak is expected to report quarterly earnings of $0.46 per share, reflecting a year-over-year increase of 2.2%, with revenues projected at $694.72 million, up 14.5% from the previous year [1]. Group 1: Earnings Estimates - Analysts have maintained the consensus EPS estimate for the upcoming quarter over the last 30 days, indicating stability in their assessments [1]. - The projected 'Revenues- Rental and related revenues' is expected to reach $527.49 million, showing a year-over-year increase of 14.2% [4]. - 'Revenues- Interest income and other' is anticipated to be $16.97 million, representing a significant year-over-year increase of 195.1% [4]. Group 2: Depreciation and Amortization - Analysts estimate 'Depreciation and amortization' to be $274.46 million, compared to $219.22 million reported in the same quarter last year [5]. Group 3: Stock Performance - Over the past month, Healthpeak shares have decreased by 6.4%, while the Zacks S&P 500 composite has declined by 5.6% [5]. - Healthpeak currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [5].