Core Insights - Micron reported $9.3 billion in revenue for the quarter ended May 2025, a year-over-year increase of 36.6% and a surprise of +5.27% over the Zacks Consensus Estimate of $8.84 billion [1] - The EPS for the same period was $1.91, compared to $0.62 a year ago, representing a surprise of +20.13% over the consensus estimate of $1.59 [1] Revenue Breakdown - DRAM revenue was $7.07 billion, slightly above the average estimate of $7.04 billion, reflecting a year-over-year change of +50.7% [4] - Other technology revenue (primarily NOR) was $75 million, below the average estimate of $81.13 million, with a year-over-year change of +38.9% [4] - NAND revenue reached $2.16 billion, exceeding the estimated $1.74 billion, with a year-over-year increase of +4.4% [4] Stock Performance - Micron shares have returned +32.7% over the past month, significantly outperforming the Zacks S&P 500 composite's +5.1% 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]

Financial Performance - For the quarter ended April 2025, Dave & Buster's reported revenue of $567.7 million, a decrease of 3.5% year-over-year [1] - EPS for the quarter was $0.76, down from $1.12 in the same quarter last year, indicating a significant decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $563.52 million by 0.74%, while the EPS fell short of the consensus estimate of $0.96 by 20.83% [1] Key Metrics - Comparable Store Sales decreased by 8.3%, worse than the estimated decline of 7.4% by analysts [4] - The total number of stores at the end of the period was 236, slightly above the average estimate of 235 [4] - Company-owned stores numbered 175, exceeding the estimate of 173, while Main Event stores matched the estimate of 61 [4] - Entertainment revenues were reported at $366.60 million, below the average estimate of $370.27 million, reflecting a year-over-year decline of 5% [4] - Food and beverage revenues reached $201.10 million, surpassing the estimated $193.21 million, but showed a slight decline of 0.6% compared to the previous year [4] Stock Performance - Over the past month, shares of Dave & Buster's have returned 15.6%, outperforming the Zacks S&P 500 composite's return of 6.3% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Marvell Technology reported $1.9 billion in revenue for the quarter ended April 2025, marking a year-over-year increase of 63.3% and an EPS of $0.62 compared to $0.24 a year ago, exceeding Zacks Consensus Estimate of $1.88 billion by +1.04% [1] Revenue Performance by End Market - Data Center revenue reached $1.44 billion, slightly above the estimated $1.43 billion, reflecting a year-over-year increase of +76.5% [4] - Carrier Infrastructure revenue was $138.40 million, surpassing the average estimate of $116.43 million, with a year-over-year change of +92.8% [4] - Automotive/Industrial revenue totaled $75.70 million, below the average estimate of $79.83 million, showing a year-over-year decline of -2.5% [4] - Consumer revenue was $63.10 million, compared to the average estimate of $65.70 million, indicating a year-over-year increase of +50.2% [4] - Enterprise Networking revenue amounted to $177.50 million, below the average estimate of $187.55 million, with a year-over-year change of +15.9% [4] Stock Performance - Marvell shares have returned +10.7% over the past month, outperforming the Zacks S&P 500 composite's +6.7% change [3]

Core Insights - Simon Property (SPG) reported $1.47 billion in revenue for Q1 2025, a year-over-year increase of 2.1% [1] - The EPS for the same period was $2.95, compared to $2.25 a year ago, indicating a positive growth trend [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $1.48 billion, resulting in a revenue surprise of -0.67% [1] - The EPS exceeded the consensus estimate of $2.91, leading to an EPS surprise of +1.37% [1] Financial Metrics - Occupancy rate for U.S. Malls and Premium Outlets was 95.9%, slightly below the three-analyst average estimate of 96.5% [4] - Revenue from management fees and other revenues was $33.79 million, surpassing the estimated $31.10 million, reflecting a year-over-year increase of +14.7% [4] - Lease income revenue was $1.37 billion, slightly above the estimated $1.35 billion, showing a +5% change compared to the previous year [4] - Other income revenue was $71.79 million, significantly below the estimated $98.36 million, representing a decline of -35% year-over-year [4] - Net Earnings Per Share (Diluted) was $1.27, lower than the average estimate of $1.46 [4] Stock Performance - Simon Property shares have returned +10.1% over the past month, outperforming the Zacks S&P 500 composite's +3.8% 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]

For the quarter ended March 2025, United Parks & Resorts (PRKS) reported revenue of $286.95 million, down 3.5% over the same period last year. EPS came in at -$0.29, compared to -$0.17 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $293.9 million, representing a surprise of -2.37%. The company delivered an EPS surprise of -26.09%, with the consensus EPS estimate being -$0.23.While investors scrutinize revenue and earnings changes year-over-year and how they compare ...

For the quarter ended March 2025, Solventum (SOLV) reported revenue of $2.07 billion, up 2.7% over the same period last year. EPS came in at $1.34, compared to $2.08 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2 billion, representing a surprise of +3.37%. The company delivered an EPS surprise of +12.61%, with the consensus EPS estimate being $1.19.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expecta ...

Western Midstream (WES) reported $917.12 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 3.3%. EPS of $0.79 for the same period compares to $1.47 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $945.11 million, representing a surprise of -2.96%. The company delivered an EPS surprise of -4.82%, with the consensus EPS estimate being $0.83.While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...

Core Insights - Pan American Silver reported a revenue of $773.2 million for the quarter ended March 2025, marking a 28.6% increase year-over-year and a surprise of +10.99% over the Zacks Consensus Estimate of $696.62 million [1] - The company's EPS for the quarter was $0.42, significantly up from $0.01 in the same quarter last year, resulting in an EPS surprise of +121.05% compared to the consensus estimate of $0.19 [1] Financial Performance - The stock of Pan American Silver has returned +15.3% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change, and currently holds a Zacks Rank 2 (Buy) [3] - Key production metrics include: - Gold production: 182.2 Koz, slightly below the average estimate of 185.63 Koz [4] - Silver production: 5,003 Koz, exceeding the average estimate of 4,877.26 Koz [4] - La Colorada Operation produced 1.2 Koz of gold, above the average estimate of 0.66 Koz, and 1,389 Koz of silver, slightly above the average estimate of 1,357.67 Koz [4] - Huaron Operation produced 951 Koz of silver, exceeding the average estimate of 888.87 Koz [4] - San Vicente Operation produced 643 Koz of silver, above the average estimate of 629.11 Koz [4] - Dolores Operation produced 349 Koz of silver and 14 Koz of gold, both exceeding their respective average estimates [4] - Shahuindo Operation produced 29.5 Koz of gold, slightly below the average estimate of 30.43 Koz [4] - Timmins Operation produced 28.5 Koz of gold, below the average estimate of 30.31 Koz [4] Pricing Metrics - Average realized prices per ounce were: - Silver: $31.25, slightly below the average estimate of $32.08 [4] - Gold: $2,868, above the average estimate of $2,786.08 [4]

Core Insights - Helmerich & Payne reported $1.02 billion in revenue for the quarter ended March 2025, a year-over-year increase of 47.7% [1] - The EPS for the same period was $0.02, down from $0.86 a year ago, indicating a significant decline [1] - The revenue exceeded the Zacks Consensus Estimate of $992.67 million by 2.35%, while the EPS fell short of the consensus estimate of $0.65 by 96.92% [1] Financial Performance Metrics - Average active rigs in North America Solutions were 149, slightly above the three-analyst average estimate of 148 [4] - The number of available rigs in North America Solutions was 224, close to the average estimate of 226 [4] - In International Solutions, the number of available rigs was 153, significantly higher than the estimated 111 [4] - Average active rigs in International Solutions reached 69, compared to the average estimate of 47 [4] - Operating Revenues for Other segments were $3.65 million, below the average estimate of $22.47 million, but showed a year-over-year increase of 29.6% [4] - Operating Revenues for International Solutions were $247.91 million, exceeding the average estimate of $180.77 million, with a remarkable year-over-year change of 440.4% [4] - Operating Revenues for North America Solutions were $599.69 million, slightly below the average estimate of $572.80 million, reflecting a year-over-year decrease of 2.2% [4] - Drilling services generated $1.01 billion in revenue, surpassing the average estimate of $982.62 million, with a year-over-year increase of 47.8% [4] - Segment operating income for International Solutions was a loss of $34.98 million, compared to the average estimate of a $4.09 million profit [4] - Segment operating income for North America Solutions was $151.94 million, exceeding the average estimate of $136.91 million [4] Stock Performance - Helmerich & Payne's shares returned +1.2% over the past month, underperforming the Zacks S&P 500 composite's +10.6% 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]

Dine Brands (DIN) reported $214.78 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 4.1%. EPS of $1.03 for the same period compares to $1.33 a year ago.The reported revenue represents a surprise of -0.24% over the Zacks Consensus Estimate of $215.29 million. With the consensus EPS estimate being $1.18, the EPS surprise was -12.71%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determin ...