The upcoming report from Wells Fargo (WFC) is expected to reveal quarterly earnings of $1.66 per share, indicating an increase of 16.9% compared to the year-ago period. Analysts forecast revenues of $21.6 billion, representing an increase of 6% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company r ...

Core Viewpoint - Analysts expect Jefferies (JEF) to report quarterly earnings of $0.83 per share, reflecting a year-over-year decline of 21%, with revenues projected at $1.93 billion, down 1.1% from the previous year [1] Revenue Estimates - Analysts predict 'Net Revenues by Source- Total Asset Management Net revenues' will reach $94.31 million, indicating a significant decline of 70% year-over-year [4] - The consensus for 'Net Revenues by Source- Total Investment Banking and Capital Markets Net revenues' is $1.86 billion, showing an increase of 13.8% from the year-ago quarter [4] - 'Net Revenues by Source- Total Capital Markets' is estimated at $681.29 million, reflecting a year-over-year increase of 4.5% [5] - 'Net Revenues by Source- Total Capital Markets- Equities' is expected to be $441.58 million, up 7.5% from the previous year [6] - 'Net Revenues by Source- Total Investment Banking' is forecasted to reach $1.18 billion, indicating a year-over-year increase of 19.9% [8] Specific Revenue Projections - 'Net Revenues by Source- Total Investment Banking- Total underwriting- Advisory' is projected at $637.79 million, up 6.9% year-over-year [7] - 'Net Revenues by Source- Total Investment Banking- Total underwriting- Debt underwriting' is expected to be $227.88 million, reflecting a year-over-year increase of 32.9% [8] - 'Net Revenues by Source- Total Investment Banking- Total underwriting- Equity underwriting' is estimated at $287.91 million, indicating a significant increase of 50.6% from the prior year [9] Stock Performance - Jefferies shares have increased by 10.5% over the past month, outperforming the Zacks S&P 500 composite, which moved up by 0.8% [10]

Core Insights - Lennar (LEN) is expected to report quarterly earnings of $2.23 per share, reflecting a decline of 44.7% year-over-year, with revenues projected at $9.13 billion, down 8.3% from the previous year [1] Earnings Projections - The consensus EPS estimate has been revised upward by 4.1% in the last 30 days, indicating analysts' reassessment of their initial estimates [1][2] Revenue Estimates - Analysts predict 'Revenue - Financial Services' to be $313.21 million, showing a 2.8% increase from the prior-year quarter [3] - 'Revenue - Homebuilding - Sales of homes' is estimated at $8.76 billion, down 7.8% from the year-ago quarter [4] - 'Revenue - Homebuilding - Sales of land' is expected to be $28.56 million, reflecting a decline of 27.8% year-over-year [4] - 'Revenue - Multifamily' is projected at $158.92 million, indicating a significant increase of 78.7% from the previous year [4] Deliveries and Orders - 'Deliveries - Average sales price - Total' is expected to be $385.77, down from $430.00 in the same quarter last year [5] - 'New orders - Homes' are projected to reach 20,431, compared to 16,895 in the previous year [5] - 'Deliveries - Homes' are estimated at 21,855, slightly down from 22,206 year-over-year [6] - 'Active Communities - Total' is forecasted to be 1,714, up from 1,447 in the same quarter last year [6] - 'Backlog - Homes' is expected to reach 15,022, compared to 11,633 in the previous year [6] Backlog and Dollar Value - 'Backlog - Average sales price - Total' is projected at $390.76, down from $462.00 in the same quarter last year [7] - 'Backlog - Dollar Value - Total' is expected to be $5.88 billion, compared to $5.37 billion in the same quarter last year [7] - 'New orders - Dollar Value - Total' is projected to reach $7.76 billion, up from $7.18 billion year-over-year [8] Stock Performance - Shares of Lennar have decreased by 3.3% over the past month, contrasting with a 0.9% increase in the Zacks S&P 500 composite [8]

Core Insights - Synopsys (SNPS) is expected to report quarterly earnings of $2.79 per share, reflecting a decline of 17.9% year-over-year, while revenues are forecasted to reach $2.25 billion, indicating a significant increase of 37.6% compared to the previous year [1] Earnings Projections - Analysts have revised the consensus EPS estimate for the quarter 5.5% higher over the last 30 days, indicating a collective reevaluation of initial estimates by analysts [1][2] - The importance of earnings projection revisions is highlighted as they serve as a critical gauge for predicting investor behavior regarding the stock [2] Revenue Estimates - Revenue from Maintenance and Service is projected to reach $412.49 million, showing a year-over-year increase of 47% [4] - Total Products Revenue is expected to be $1.84 billion, reflecting a change of +35.6% year-over-year [4] - Revenue by segment for Design IP is estimated at $408.35 million, indicating a decline of 21.1% from the prior-year quarter [4] - Revenue by segment for Design Automation is projected to reach $1.84 billion, with a significant increase of 64.5% from the year-ago quarter [5] - Upfront Products Revenue is expected to be $669.89 million, marking a change of +28.6% year-over-year [5] - Time-based Products Revenue is forecasted to reach $1.13 billion, indicating a change of +35.1% from the previous year [5] Stock Performance - Synopsys shares have increased by 17.1% in the past month, outperforming the Zacks S&P 500 composite, which saw a 1.3% increase [6] - With a Zacks Rank of 2 (Buy), Synopsys is expected to outperform the overall market performance in the near term [6]

Core Insights - Analysts expect Academy Sports and Outdoors, Inc. (ASO) to report quarterly earnings of $1.07 per share, reflecting a year-over-year increase of 9.2% [1] - Projected revenues are anticipated to be $1.4 billion, which represents a 4.3% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating a stable outlook from analysts [1] Revenue Projections - 'Net Sales- Merchandise Division Sales- Outdoors' is projected to reach $422.53 million, indicating a year-over-year decline of 2.1% [4] - 'Net Sales- Merchandise Division Sales- Sports and recreation' is estimated at $286.63 million, reflecting a 3.5% increase from the prior year [4] - 'Net Sales- Other Sales' is expected to be $35.74 million, showing a significant increase of 383% year-over-year [4] Additional Sales Estimates - 'Net Sales- Merchandise Division Sales- Footwear' is forecasted to be $291.23 million, indicating a 2% increase from the previous year [5] - 'Net Sales- Total Merchandise Sales' is projected at $1.37 billion, representing a 2.2% increase year-over-year [5] - 'Net Sales- Merchandise Division Sales- Apparel' is expected to reach $365.51 million, reflecting a 7% increase from the prior year [6] Store Metrics - Analysts predict 'Stores - EOP' to total 316, up from 298 in the same quarter last year [6] - The forecast for 'New stores open' is set at 10, compared to 8 reported in the previous year [6] Market Performance - Academy Sports and Outdoors shares have increased by 5.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.1% increase [7] - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [7]

Wall Street analysts expect AeroVironment (AVAV) to post quarterly earnings of $0.85 per share in its upcoming report, which indicates a year-over-year increase of 80.9%. Revenues are expected to be $477.43 million, up 153.3% from the year-ago quarter.Over the last 30 days, there has been a downward revision of 1.6% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this t ...

Core Insights - Wall Street analysts expect Phreesia (PHR) to report quarterly earnings of $0.00 per share, reflecting a year-over-year increase of 100% [1] - Revenue projections for Phreesia are set at $120.13 million, which represents a 12.5% increase from the same quarter last year [1] - There has been a 50% upward revision in the consensus EPS estimate over the last 30 days, indicating a significant reassessment by analysts [1] Revenue Estimates - Analysts estimate 'Revenue - Subscription and related services' to be $55.44 million, marking a 12.3% increase from the previous year [4] - 'Revenue - Network solutions' is projected to reach $37.46 million, indicating a 14.5% year-over-year change [4] - 'Revenue - Payment processing fees' is expected to be $27.25 million, reflecting a 10.3% increase compared to the prior year [5] Client and Volume Metrics - The average number of healthcare services clients is anticipated to be 4,530, up from 4,237 in the same quarter last year [5] - The consensus estimate for 'Patient payment volume' is $1.16 billion, compared to $1.08 billion from the previous year [5] - Analysts project a 'Payment facilitator volume percentage' of 81.3%, slightly up from 81.0% year-over-year [6] Stock Performance - Over the past month, Phreesia shares have declined by 10.6%, while the Zacks S&P 500 composite has seen a minor decrease of 0.1% [6] - Phreesia holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the overall market in the near future [6]

Core Viewpoint - Analysts project that Donaldson (DCI) will report quarterly earnings of $0.93 per share, reflecting a year-over-year increase of 12.1%, with revenues expected to reach $923.78 million, a 2.6% increase from the same quarter last year [1]. Earnings Estimates - There has been a downward revision of 0.7% in the consensus EPS estimate for the quarter over the last 30 days, indicating a collective reconsideration by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Net Sales- Industrial Solutions segment' at $267.80 million, a 4% increase year-over-year [5]. - 'Net Sales- Mobile Solutions' is projected to reach $582.15 million, reflecting a 1.7% increase from the prior-year quarter [5]. - 'Net Sales- Life Sciences segment' is expected to be $73.00 million, indicating a 4.1% year-over-year change [5]. Segment-Specific Sales Estimates - 'Net Sales- Industrial Solutions- Industrial Filtration Solutions' is estimated at $222.21 million, a 4.6% increase from the prior-year quarter [6]. - 'Net Sales- Industrial Solutions- Aerospace and Defense' is projected to be $45.82 million, reflecting a 1.4% increase [6]. - 'Net Sales- Mobile Solutions- Off-Road' is expected to be $92.91 million, a 4.3% increase [7]. - 'Net Sales- Mobile Solutions- On-Road' is projected at $31.95 million, indicating a slight decrease of 0.5% [7]. - 'Net Sales- Mobile Solutions- Aftermarket' is estimated at $459.37 million, a 1.8% increase [8]. Earnings Before Income Taxes - 'Earnings / (loss) before income taxes- Mobile Solutions' is forecasted to reach $107.76 million, compared to $104.70 million reported in the same quarter last year [8]. - 'Earnings / (loss) before income taxes- Industrial Solutions' is expected to be $44.32 million, up from $41.00 million reported in the same quarter last year [9]. Stock Performance - Over the past month, shares of Donaldson have returned +6.7%, while the Zacks S&P 500 composite has seen a -0.5% change [9].

Core Insights - Ulta Beauty (ULTA) is expected to report quarterly earnings of $4.51 per share, a decline of 12.3% year-over-year, with revenues projected at $2.71 billion, reflecting a 7.3% increase compared to the previous year [1] Earnings Projections - The consensus EPS estimate has been revised downward by 0.5% over the past 30 days, indicating a collective reassessment by analysts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock performance [3] Key Metrics Projections - Analysts predict that the total number of stores open at the end of the quarter will reach 1,494, up from 1,437 in the same quarter last year [5] - The total gross square footage is estimated to be 15,505 million square feet, compared to 15,021 million square feet in the same quarter last year [5] - The number of stores opened during the quarter is expected to be 20, down from 28 in the same quarter last year [6] - Net sales per average total square footage is projected to be $177.01, an increase from $168.44 in the same quarter last year [6] Sales by Category - Net sales by primary category for services are expected to remain at 4.0%, consistent with the previous year [7] - Net sales by primary category for fragrance is projected to be 10.5%, up from 10.0% in the same quarter last year [8] - Haircare net sales are expected to reach 19.5%, slightly down from 20.0% in the previous year [8] - Cosmetics net sales are forecasted at 40.8%, a slight decrease from 41.0% in the same quarter last year [9] Stock Performance - Ulta shares have increased by 3.7% over the past month, contrasting with a -0.5% change in the Zacks S&P 500 composite, indicating a potential outperformance in the near future [9]

Core Insights - Guidewire Software (GWRE) is expected to report quarterly earnings of $0.66 per share, reflecting a 53.5% increase year over year, with revenues projected at $317.24 million, a 20.7% increase from the previous year [1] Revenue Estimates - Analysts estimate 'Revenues- Services' at $59.81 million, indicating a 7.2% increase from the year-ago quarter [4] - 'Revenues- License' is forecasted to reach $39.53 million, representing a 5.8% increase year over year [4] - The consensus for 'Revenue- Subscription and support' stands at $217.95 million, showing a 28.4% increase from the previous year [4] Subscription and Support Revenue - 'Subscription Revenue' is predicted to be $202.41 million, reflecting a 32.4% increase year over year [5] - 'Term License Revenue' is expected to reach $38.44 million, indicating a 2.9% increase from the prior-year quarter [5] - 'Support Revenue' is projected at $15.74 million, suggesting a decrease of 6.8% year over year [5] Gross Profit Estimates - Analysts predict 'Gross profit- Subscription and support' to be $153.69 million, compared to $115.72 million in the same quarter last year [6] - 'Gross profit- Services' is expected to be $8.99 million, up from $6.19 million in the previous year [7] - The consensus for 'Gross profit- License' is $39.93 million, compared to $36.49 million from the year-ago quarter [7] Market Performance - Guidewire Software shares have decreased by 10.8% in the past month, contrasting with the S&P 500 composite's increase of 0.4% [7]