The market expects Intuitive Surgical, Inc. (ISRG) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report might help the stock move higher if these key numbers are better than expectations. On the othe ...

Company Overview - Conagra Brands (CAG) is expected to report a year-over-year decline in earnings, with a projected earnings per share (EPS) of $0.33, reflecting a decrease of 37.7% compared to the previous year [3] - Revenues for the quarter are anticipated to be $2.61 billion, down 6.5% from the same quarter last year [3] Earnings Expectations - The upcoming earnings report is scheduled for October 1, and the stock may experience upward movement if the reported numbers exceed expectations [2] - Conversely, if the results fall short, the stock may decline [2] Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] - The Most Accurate Estimate for Conagra Brands is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +6.95% [11] Historical Performance - In the last reported quarter, Conagra Brands was expected to post earnings of $0.59 per share but delivered $0.56, resulting in a surprise of -5.08% [12] - Over the past four quarters, the company has only beaten consensus EPS estimates once [13] Industry Context - In the Zacks Food - Miscellaneous industry, Lamb Weston (LW) is also expected to report earnings of $0.54 per share, indicating a year-over-year decline of 26% [17] - Lamb Weston’s revenue is projected to be $1.61 billion, down 2.5% from the previous year [18]

Core Viewpoint - Wall Street anticipates a year-over-year increase in Oracle's earnings and revenues for the quarter ended August 2025, with actual results being crucial for stock price movement [1][3]. Earnings Expectations - Oracle is expected to report quarterly earnings of $1.47 per share, reflecting a +5.8% change year-over-year [3]. - Revenues are projected to be $15.01 billion, which is a 12.8% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.08% over the last 30 days, indicating a collective reassessment by analysts [4]. - The Most Accurate Estimate for Oracle is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.17%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with positive readings being more reliable [9][10]. - Stocks with a positive Earnings ESP and a Zacks Rank of 1, 2, or 3 have historically shown a nearly 70% chance of delivering a positive surprise [10]. Historical Performance - In the last reported quarter, Oracle exceeded the expected earnings of $1.64 per share by delivering $1.70, resulting in a surprise of +3.66% [13]. - Over the past four quarters, Oracle has beaten consensus EPS estimates twice [14]. Conclusion - Despite the potential for an earnings beat, Oracle does not currently appear to be a strong candidate for exceeding expectations, and investors should consider other influencing factors before making decisions [17].

Core Viewpoint - The market anticipates Ollie's Bargain Outlet (OLLI) to report a year-over-year increase in earnings driven by higher revenues for the quarter ended July 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate for quarterly earnings is $0.91 per share, reflecting a year-over-year increase of +16.7% [3]. - Expected revenues are projected at $662.68 million, which is a 14.6% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.23% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Ollie's is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.72%, suggesting a bullish outlook from analysts [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 2, which Ollie's currently holds [10][12]. - Historical performance shows that Ollie's has beaten consensus EPS estimates in two out of the last four quarters, with a recent surprise of +7.14% [13][14]. Conclusion - Ollie's Bargain Outlet is positioned as a compelling candidate for an earnings beat, but investors should consider other influencing factors before making investment decisions [17].

Core Viewpoint - Bath & Body Works (BBWI) is anticipated to report flat earnings of $0.37 per share for the quarter ended July 2025, with revenues expected to reach $1.55 billion, reflecting a 1.8% increase from the previous year [3][12]. Earnings Expectations - The upcoming earnings report is scheduled for August 28, and the stock may experience upward movement if the reported numbers exceed expectations, while a miss could lead to a decline [2][3]. - The consensus EPS estimate has been revised 0.83% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +3.26% for Bath & Body Works, suggesting a likelihood of beating the consensus EPS estimate [12]. - The stock currently holds a Zacks Rank of 3, which indicates a neutral outlook [12]. Historical Performance - Bath & Body Works has a history of exceeding consensus EPS estimates, having beaten expectations in the last four quarters, including a +4.26% surprise in the most recent quarter [13][14]. Conclusion - Bath & Body Works is positioned as a strong candidate for an earnings beat, but investors should consider additional factors influencing stock performance beyond earnings results [17].

Core Viewpoint - North American Construction (NOA) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 13, with a consensus estimate of quarterly earnings at $0.59 per share, reflecting a year-over-year increase of 3.5% [3]. - Revenues are projected to reach $232.61 million, marking a 15.2% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 3.25% higher in the last 30 days, indicating a collective reassessment by analysts [4]. - The Most Accurate Estimate for North American Construction is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -7.96%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, with a positive ESP being a strong predictor of an earnings beat [9][10]. - However, the current combination of a negative Earnings ESP and a Zacks Rank of 2 makes it challenging to predict an earnings beat conclusively [12]. Historical Performance - In the last reported quarter, North American Construction was expected to post earnings of $0.52 per share but only achieved $0.36, resulting in a surprise of -30.77% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Conclusion - While North American Construction does not appear to be a compelling earnings-beat candidate, investors should consider other factors when making decisions regarding the stock ahead of its earnings release [17].

Core Viewpoint - Exodus Movement, Inc. (EXOD) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with a consensus outlook suggesting a quarterly loss of $0.08 per share, reflecting a 78.4% improvement from the previous year, and revenues expected to reach $24.2 million, an 8.5% increase year-over-year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for August 11, and the stock may experience upward movement if the reported figures exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 67.65% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP (Expected Surprise Prediction) model indicates that the Most Accurate Estimate for EXOD is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +126.67%, suggesting a bullish outlook from analysts [10][11]. - However, the stock currently holds a Zacks Rank of 4, complicating the prediction of an earnings beat [11]. Historical Performance - In the last reported quarter, EXOD was expected to post earnings of $0.22 per share but instead reported a loss of -$0.45, resulting in a surprise of -304.55% [12]. - Over the past four quarters, the company has only surpassed consensus EPS estimates once [13]. Industry Comparison - Grindr Inc. (GRND), another player in the Zacks Internet - Software industry, is expected to report earnings per share of $0.1 for the same quarter, reflecting a year-over-year change of +42.9%, with revenues projected at $104.8 million, up 27.3% from the previous year [17]. - The consensus EPS estimate for Grindr has been revised 8.3% lower in the last 30 days, resulting in an Earnings ESP of 0%, making it difficult to predict an earnings beat [18].

Core Viewpoint - The market anticipates that Choice Hotels (CHH) will report a year-over-year increase in earnings despite a decline in revenues when it releases its quarterly results for June 2025 [1][3]. Earnings Expectations - The upcoming earnings report is expected to show earnings of $1.90 per share, reflecting a +3.3% change year-over-year, while revenues are projected to be $427.08 million, down 1.9% from the previous year [3]. - The earnings report is scheduled for release on August 6, and better-than-expected results could lead to a stock price increase, whereas disappointing results may cause a decline [2]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 0.38%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Choice Hotels is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.32% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a strong predictive power for positive readings [9][10]. - Choice Hotels currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Choice Hotels was expected to post earnings of $1.38 per share but delivered only $1.34, resulting in a surprise of -2.90% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates two times [14]. Industry Comparison - Marriott International (MAR), another player in the hotel industry, is expected to report earnings of $2.64 per share for the same quarter, indicating a +5.6% year-over-year change, with revenues projected at $6.67 billion, up 3.5% [18][19].

Group 1 - OPENLANE is expected to report quarterly earnings of $0.24 per share, reflecting a year-over-year increase of +26.3%, with revenues projected at $449 million, up 4% from the previous year [3] - The consensus EPS estimate has been revised 2.17% higher in the last 30 days, indicating a positive reassessment by analysts [4] - OPENLANE has a positive Earnings ESP of +5.63%, suggesting a strong likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 1 [12] Group 2 - In the last reported quarter, OPENLANE exceeded the expected earnings of $0.24 per share by delivering $0.31, resulting in a surprise of +29.17% [13] - Over the past four quarters, OPENLANE has beaten consensus EPS estimates two times [14] - The company is viewed as a compelling earnings-beat candidate, although other factors should also be considered before making investment decisions [17] Group 3 - EVgo Inc., another player in the automotive industry, is expected to report a loss of $0.1 per share, with revenues anticipated to be $87.36 million, up 31.1% year-over-year [18] - The consensus EPS estimate for EVgo has been revised 2.4% lower in the last 30 days, resulting in a negative Earnings ESP of -30%, making it challenging to predict an earnings beat [19]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings and revenues for Lundin Mining in the upcoming earnings report, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Lundin Mining is expected to report quarterly earnings of $0.10 per share, reflecting a 37.5% decrease year-over-year, and revenues are projected at $843.02 million, down 22.2% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 31.67% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative Earnings ESP reading can indicate the likely deviation from consensus estimates, with a positive reading being a strong predictor of an earnings beat [9][10]. Current Earnings ESP and Zacks Rank - For Lundin, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -10.73%, and the stock holds a Zacks Rank of 3, complicating predictions for an earnings beat [12]. Historical Performance - Lundin has not exceeded consensus EPS estimates in the last four quarters, with the last reported quarter matching expectations with earnings of $0.11 per share [13][14]. Market Reaction Factors - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment [15].