格隆汇10月9日｜法拉利预计2030年营收约为90亿欧元，调整后EBITDA至少达36亿欧元。 ...

Company Overview - Dave Inc. (DAVE) shares increased by 4.7% to close at $238.54, with notable trading volume exceeding typical levels [1] - The stock has gained 22.3% over the past four weeks, driven by a $125 million share repurchase program and an increase in 2025 revenue guidance to $505–$515 million [1] Earnings Expectations - The company is projected to report quarterly earnings of $2.09 per share, reflecting a year-over-year increase of 38.4% [2] - Expected revenues for the upcoming quarter are $131.17 million, which is a 41.8% increase compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for DAVE has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting positive investor sentiment [4] Industry Comparison - DAVE is part of the Zacks Technology Services industry, where Kyndryl Holdings, Inc. (KD) has a Zacks Rank of 4 (Sell) and reported a 0.4% decrease in its last trading session [4][5] - Kyndryl's consensus EPS estimate has remained unchanged at $0.33, representing a significant year-over-year change of +3200% [5]

Core Viewpoint - Lululemon's shares fell significantly after the company provided a disappointing full-year outlook, indicating challenges in its U.S. business and the impact of tariffs on profits [1][2]. Financial Performance - The company reported second-quarter net income of $370.9 million, or $3.10 per share, compared to $392.92 million, or $3.15 per share, in the same period last year [3]. - Earnings per share exceeded expectations at $3.10 versus the anticipated $2.88 [5]. - Revenue for the second quarter was $2.53 billion, slightly below the expected $2.54 billion [5]. Future Projections - Lululemon expects full fiscal year earnings to be between $12.77 and $12.97 per share, significantly lower than Wall Street's estimate of $14.45 per share [2]. - The company anticipates full-year revenue of $10.85 billion to $11 billion, compared to Wall Street expectations of $11.18 billion [2]. - For the third quarter, projected revenues are between $2.47 billion and $2.50 billion, below the Wall Street estimate of $2.57 billion [4]. - Expected earnings per share for the next quarter are between $2.18 and $2.23, compared to an estimate of $2.93 per share [4]. Sales Performance - Same-store sales in the Americas decreased by 4%, while overall comparable sales increased by just 1%, falling short of Wall Street's estimate of 2.2% [4].

Core Viewpoint - CAVA Group experienced a significant decline of over 16%, reaching a year-to-date low of $70.58, following disappointing Q2 2025 revenue and same-store sales figures [1] Financial Performance - The company's Q2 2025 revenue was reported at $278 million, reflecting a year-over-year growth of 20%, but falling short of market expectations of $287 million [1] - Net profit for the quarter was $18.4 million, compared to $19.7 million in the same period last year [1] - Same-store sales growth was recorded at 2.1%, significantly below the FactSet expectation of 6.1% [1] Guidance and Forecast - CAVA Group revised its full-year same-store sales growth forecast down from 6%-8% to 4%-6%, while Wall Street had anticipated a growth of 7.3% [1]

Company Performance - Liquidia Technologies, Inc. reported a quarterly loss of $0.49 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.43, and compared to a loss of $0.37 per share a year ago, indicating a decline in performance [1] - The company posted revenues of $8.84 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 124.46%, and showing significant growth from $3.66 million in the same quarter last year [2] - Over the last four quarters, Liquidia has not surpassed consensus EPS estimates, indicating challenges in meeting earnings expectations [2] Stock Performance - Liquidia Technologies shares have increased approximately 80.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.4% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.36 on revenues of $11.67 million, and for the current fiscal year, it is -$1.60 on revenues of $42.59 million [7] Industry Outlook - The Medical - Biomedical and Genetics industry, to which Liquidia belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting a challenging environment for stocks in this sector [8] - The performance of Liquidia's stock may be influenced by the overall outlook for the industry, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - Green Thumb Industries Inc. reported a quarterly loss of $0.01 per share, missing the Zacks Consensus Estimate of $0.04, and showing a decline from earnings of $0.09 per share a year ago, indicating an earnings surprise of -125.00% [1] Financial Performance - The company posted revenues of $293.26 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 4.56%, and showing an increase from year-ago revenues of $280.15 million [2] - Over the last four quarters, Green Thumb Industries has not surpassed consensus EPS estimates, but has topped consensus revenue estimates three times [2] Stock Performance - Green Thumb Industries shares have declined approximately 11.6% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $285.85 million, and for the current fiscal year, it is $0.15 on revenues of $1.14 billion [7] Industry Outlook - The Medical - Products industry, to which Green Thumb Industries belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of the stock may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - Qualcomm reported adjusted revenue of $10.37 billion for the third fiscal quarter, which fell short of analysts' expectations of $10.616 billion. The company anticipates fourth fiscal quarter revenue to be between $10.3 billion and $11.1 billion, while analysts expect $10.61 billion [1] Financial Performance - Adjusted revenue for the third fiscal quarter was $10.37 billion [1] - Analysts had projected revenue of $10.616 billion for the same period [1] - For the fourth fiscal quarter, Qualcomm expects revenue between $10.3 billion and $11.1 billion [1] - Analysts' expectation for the fourth quarter is $10.61 billion [1]

Financial Performance - Verizon Communications reported revenue of $34.5 billion for the quarter ended June 2025, reflecting a 5.2% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $1.22, up from $1.15 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $33.58 billion by 2.76%, and EPS also surpassed the consensus estimate of $1.18 by 3.39% [1] Key Metrics - Consumer wireless retail postpaid accounts reached 32.55 million, slightly above the estimated 32.5 million [4] - Fios Internet connections totaled 7.2 million, just below the average estimate of 7.23 million [4] - Business wireless retail postpaid connections were 30.95 million, below the estimated 31.18 million [4] - The churn rate for wireless retail postpaid was 1.6%, higher than the estimated 1.4% [4] Revenue Breakdown - Operating revenues for Consumer reached $26.65 billion, exceeding the estimate of $25.69 billion, representing a 6.9% increase year-over-year [4] - Operating revenues for Business were $7.28 billion, slightly above the estimate of $7.26 billion, showing a minor decrease of 0.3% year-over-year [4] - Consumer service revenues were $20.26 billion, compared to the estimate of $20.23 billion, marking a 5.5% year-over-year increase [4] - Consumer wireless equipment revenues surged to $5.37 billion, significantly above the estimate of $4.49 billion, reflecting a 29.6% year-over-year increase [4] - Consumer other revenues were $1.02 billion, below the estimate of $975.87 million, indicating a 35.3% year-over-year decline [4] - Business markets and other revenues were $3.35 billion, exceeding the estimate of $3.22 billion, with a 4.5% year-over-year increase [4] - Enterprise and public sector revenues were $3.44 billion, slightly below the estimate of $3.48 billion, showing a 3.1% year-over-year decline [4] - Wholesale revenues were $494 million, below the estimate of $552 million, reflecting a 10.5% year-over-year decrease [4] Stock Performance - Verizon's shares have returned -2.1% over the past month, contrasting with the Zacks S&P 500 composite's +5.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Viewpoint - UiPath reported a first-quarter total revenue of $356.6 million, exceeding analyst expectations of $332.4 million [1] - The company anticipates full-year revenue of approximately $1.55 billion, slightly above analyst expectations of $1.52 billion [1] - For the second quarter, revenue is expected to be between $345 million and $350 million, surpassing analyst expectations of $331.4 million [1] - Following the earnings report, PATH stock rose by 13.37% in after-hours trading [1] Financial Performance - First-quarter revenue: $356.6 million, compared to analyst expectations of $332.4 million [1] - Full-year revenue forecast: approximately $1.55 billion, against analyst expectations of $1.52 billion [1] - Second-quarter revenue guidance: $345 million to $350 million, exceeding analyst expectations of $331.4 million [1] Market Reaction - PATH stock experienced a significant increase of 13.37% in after-hours trading following the earnings announcement [1]

Core Insights - C3.ai projects revenue between $447.5 million and $484.5 million for 2026, with analyst expectations at $465.5 million [1] Group 1 - The company's revenue forecast for 2026 indicates a significant growth potential in the AI sector [1]