Williams-Sonoma (WSM) reported $1.88 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 4.6%. EPS of $1.96 for the same period compares to $1.96 a year ago.The reported revenue represents a surprise of +1.52% over the Zacks Consensus Estimate of $1.85 billion. With the consensus EPS estimate being $1.87, the EPS surprise was +4.81%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

Core Insights - Techne (TECH) reported revenue of $286.56 million for the quarter ended September 2025, reflecting a year-over-year decline of 1% and a surprise of -0.96% compared to the Zacks Consensus Estimate of $289.34 million [1] - The earnings per share (EPS) for the same period was $0.42, unchanged from the previous year, indicating no EPS surprise against the consensus estimate [1] Financial Performance Metrics - Organic growth was reported at -1%, contrasting with the estimated growth of 1.1% by analysts [4] - Net Sales in Protein Sciences amounted to $202.2 million, below the average estimate of $208.25 million, representing a year-over-year decline of -1.1% [4] - Net Sales in Diagnostics and Spatial Biology reached $79.5 million, slightly below the average estimate of $80.65 million, showing a year-over-year change of -4.4% [4] Stock Performance - Techne's shares have returned +3.2% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1% 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 Insights - Hamilton Lane (HLNE) reported a revenue of $190.88 million for the quarter ended September 2025, reflecting a year-over-year increase of 27.3% and exceeding the Zacks Consensus Estimate of $166.82 million by 14.43% [1] - The company's earnings per share (EPS) for the quarter was $1.54, up from $1.07 in the same quarter last year, representing a surprise of 42.59% compared to the consensus estimate of $1.08 [1] Financial Performance Metrics - Fee Earning AUM for Customized Separate Accounts (CSA) was reported at $40.8 billion, slightly below the average estimate of $41.29 billion [4] - Total Fee Earning AUM stood at $76.42 billion, compared to the estimated $76.99 billion [4] - Fee Earning AUM for Specialized Funds (SF) was $35.62 billion, close to the average estimate of $35.7 billion [4] - Total AUM & AUA reached $1005.2 billion, compared to the average estimate of $1008.53 billion [4] - Assets Under Management (AUM) were reported at $145.36 billion, exceeding the average estimate of $144.22 billion [4] - Assets Under Advisement (AUA) totaled $859.84 billion, slightly below the average estimate of $864.31 billion [4] Revenue Breakdown - Incentive fees revenue was $44.55 million, significantly higher than the average estimate of $26.55 million, marking a year-over-year increase of 47.4% [4] - Management and advisory fees for Customized Separate Accounts were $35.77 million, slightly above the estimated $34.82 million, reflecting a 2.9% increase year-over-year [4] - Total management and advisory fees revenue was $142.13 million, surpassing the average estimate of $139.9 million, with an 18.7% year-over-year increase [4] - Management and advisory fees for Specialized Funds reached $89.86 million, exceeding the average estimate of $87.97 million, representing a 27.8% year-over-year increase [4] - Fund reimbursement revenue was reported at $1.97 million, below the estimated $2.25 million, but still showing a 36.8% increase year-over-year [4] - Distribution management revenue was $0.45 million, significantly lower than the average estimate of $1.18 million, with an 8.7% year-over-year increase [4]

Core Insights - IBM reported $16.33 billion in revenue for Q3 2025, a year-over-year increase of 9.1%, with EPS of $2.65 compared to $2.30 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1][2] Revenue Breakdown - Software revenue was $7.21 billion, slightly below the average estimate of $7.27 billion, reflecting a year-over-year increase of 10.5% [4] - Consulting revenue reached $5.32 billion, surpassing the average estimate of $5.24 billion, with a year-over-year change of 3.3% [4] - Financing revenue was reported at $200 million, exceeding the average estimate of $171.23 million [4] - Infrastructure revenue was $3.56 billion, above the estimated $3.42 billion, showing a significant year-over-year increase of 17% [4] - Other revenue was $38 million, compared to an average estimate of -$6.47 million, indicating a year-over-year decline of 44.1% [4] - Intelligent Operations revenue was $2.4 billion, exceeding the average estimate of $2.34 billion [4] - Automation revenue was $1.9 billion, above the average estimate of $1.78 billion [4] - Strategy and Technology revenue was $2.9 billion, slightly above the estimated $2.87 billion [4] - Hybrid Cloud revenue was $1.9 billion, below the average estimate of $1.99 billion [4] - Infrastructure Support revenue was $1.3 billion, exceeding the average estimate of $1.27 billion, with no change year-over-year [4] - Data revenue was $1.5 billion, slightly above the average estimate of $1.47 billion [4] - Transaction Processing revenue was $1.9 billion, below the average estimate of $2.05 billion, with no change year-over-year [4] Stock Performance - IBM shares returned +3.6% over the past month, outperforming the Zacks S&P 500 composite's +1.1% 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]

Core Insights - Papa John's reported revenue of $529.17 million for the quarter ended June 2025, marking a year-over-year increase of 4.2% and a surprise of +2.68% over the Zacks Consensus Estimate of $515.36 million [1] - The EPS for the same period was $0.41, down from $0.61 a year ago, with an EPS surprise of +20.59% compared to the consensus estimate of $0.34 [1] Financial Performance Metrics - The number of company-owned restaurants in the U.S. was 541, matching the five-analyst average estimate [4] - Total number of restaurants in North America was 3,517, slightly below the average estimate of 3,518 [4] - Comparable sales growth for system-wide North America restaurants was 2.5%, significantly above the average estimate of 0.2% [4] - Comparable sales growth for North America franchised restaurants was 1%, slightly below the estimated 1.1% [4] - Comparable sales growth for domestic company-owned restaurants was 0.3%, exceeding the average estimate of 0.1% [4] Revenue Breakdown - North America franchise royalties and fees generated $35.36 million, below the average estimate of $47.67 million, but representing a year-over-year increase of +2.8% [4] - Advertising funds revenue was reported at $44.16 million, slightly above the average estimate of $43.8 million [4] - Other revenues were $23.14 million, compared to the estimated $23.08 million, but this reflects a significant year-over-year decline of -62.9% [4] - North America commissary revenues were $214.85 million, below the average estimate of $225.54 million, with a year-over-year increase of +8.4% [4] - Domestic company-owned restaurant sales reached $175.8 million, slightly above the average estimate of $175.45 million, with a year-over-year increase of +1.5% [4] Stock Performance - Papa John's shares have returned -15.5% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% 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]

Core Insights - Robinhood Markets, Inc. reported a revenue of $989 million for the quarter ended June 2025, reflecting a 45% increase year-over-year and surpassing the Zacks Consensus Estimate of $922.1 million by 7.26% [1] - The company's earnings per share (EPS) was $0.42, compared to $0.21 in the same quarter last year, resulting in an EPS surprise of 35.48% against the consensus estimate of $0.31 [1] Financial Performance Metrics - Total Assets Under Custody reached $278.60 billion, exceeding the average analyst estimate of $254.32 billion [4] - Funded Customers numbered 26.5 million, slightly above the average estimate of 26.33 million [4] - Net interest revenues from securities lending were reported at $54 million, significantly higher than the average estimate of $26.02 million, marking a year-over-year increase of 58.8% [4] - Transaction-based revenues from options amounted to $265 million, surpassing the estimated $246.28 million, with a year-over-year growth of 45.6% [4] - Margin interest net revenues were $114 million, close to the average estimate of $116.12 million, reflecting a 56.2% year-over-year increase [4] - Other transaction-based revenues reached $48 million, exceeding the average estimate of $42.53 million, with a 100% year-over-year change [4] - Equities transaction-based revenues were $66 million, slightly below the estimated $70.04 million, but still showing a 65% increase year-over-year [4] - Total transaction-based revenues were $539 million, above the average estimate of $514.69 million, representing a 64.8% year-over-year increase [4] - Overall net interest revenues were $357 million, exceeding the average estimate of $310.13 million, with a year-over-year change of 25.3% [4] - Other revenues were reported at $93 million, slightly below the average estimate of $96.04 million, but still showing a 32.9% year-over-year increase [4] - Cryptocurrency transaction-based revenues were $160 million, compared to the average estimate of $166.8 million, reflecting a 97.5% year-over-year increase [4] - Interest on segregated cash, securities, and deposits net revenues were $77 million, surpassing the average estimate of $57.52 million, with a year-over-year change of 13.2% [4] Stock Performance - Over the past month, shares of Robinhood Markets have returned +11.9%, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - WesBanco reported revenue of $260.73 million for the quarter ended June 2025, marking a 74.8% increase year-over-year [1] - The company's EPS was $0.91, up from $0.49 in the same quarter last year, exceeding the consensus estimate of $0.87 by 4.6% [1] Financial Performance - Revenue of $260.73 million surpassed the Zacks Consensus Estimate of $259.6 million, resulting in a surprise of +0.43% [1] - The efficiency ratio was reported at 55.5%, slightly above the estimated 55.2% [4] - Net interest margin was reported at 3.6%, matching the average estimate [4] - Mortgage banking income reached $2.36 million, exceeding the average estimate of $1.65 million [4] - Total non-interest income was $43.96 million, surpassing the average estimate of $41.5 million [4] Stock Performance - WesBanco shares returned +1.8% over the past month, underperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Amphenol reported $5.65 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 56.5% and exceeding the Zacks Consensus Estimate by 13.05% [1] - The company's EPS for the same period was $0.81, up from $0.43 a year ago, representing a surprise of 22.73% over the consensus estimate of $0.66 [1] Revenue Performance - Net Sales from Harsh Environment Solutions reached $1.45 billion, surpassing the average estimate of $1.33 billion, with a year-over-year change of 38.2% [4] - Net Sales from Interconnect and Sensor Systems totaled $1.3 billion, exceeding the $1.2 billion average estimate, reflecting a year-over-year increase of 15.7% [4] - Communications Solutions generated $2.91 billion in Net Sales, significantly above the $2.5 billion average estimate, with a remarkable year-over-year change of 101.4% [4] Operating Income - Operating Income for Interconnect and Sensor Systems was reported at $252.3 million, higher than the average estimate of $227.59 million [4] - Communications Solutions achieved an Operating Income of $890.7 million, exceeding the average estimate of $679.28 million [4] - Harsh Environment Solutions reported Operating Income of $363.7 million, compared to the average estimate of $323.83 million [4] Stock Performance - Amphenol's shares have returned +6.2% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Texas Instruments (TXN) reported a revenue of $4.45 billion for the quarter ended June 2025, reflecting a year-over-year increase of 16.4% and surpassing the Zacks Consensus Estimate by 3.22% [1] - The earnings per share (EPS) for the quarter was $1.41, up from $1.22 in the same quarter last year, exceeding the consensus EPS estimate by 6.82% [1] Revenue Breakdown - Revenue from Other segments was $317 million, exceeding the estimated $270.04 million by analysts, marking a year-over-year increase of 13.6% [4] - Revenue from Embedded Processing was reported at $679 million, slightly below the average estimate of $687.9 million, but still showing a 10.4% increase year-over-year [4] - Revenue from Analog reached $3.45 billion, surpassing the estimated $3.39 billion, with a year-over-year growth of 17.9% [4] Operating Profit Analysis - Operating Profit for Embedded Processing was $85 million, which fell short of the average estimate of $104.46 million [4] - Operating Profit for Analog was reported at $1.33 billion, exceeding the two-analyst average estimate of $1.27 billion [4] Stock Performance - Texas Instruments shares have returned +6.5% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Goldman Sachs is expected to report quarterly earnings of $9.43 per share, reflecting a 9.4% increase year-over-year, with revenues projected at $13.5 billion, a 6% increase from the previous year [1] Earnings Estimates - Analysts have revised the consensus EPS estimate 1.1% lower over the last 30 days, indicating a reevaluation of initial forecasts [1][2] - The importance of earnings estimate revisions is highlighted as a predictor of investor actions and stock performance [2] Revenue Projections - Analysts estimate 'Net Revenues- Global Banking & Markets- FICC' to reach $3.39 billion, a year-over-year increase of 6.7% [4] - 'Net Revenues- Asset & Wealth Management- Debt investments' are projected at $151 million, indicating a significant decline of 49.2% from the prior year [4] - 'Net Revenues- Platform Solutions- Consumer platforms' are expected to be $619.93 million, reflecting a 3.5% increase [5] - 'Net Revenues- Global Banking & Markets- Equities' are forecasted at $3.74 billion, showing an 18.2% increase [5] - 'Net Revenues- Asset & Wealth Management- Private banking and lending' is estimated at $744.53 million, a 5.3% increase [6] - 'Net Revenues- Platform Solutions- Transaction banking and other' is expected to be $65.86 million, a decrease of 5.9% [6] - 'Net Revenues- Global Banking & Markets- Advisory' is projected at $891.69 million, a substantial increase of 29.6% [7] - The total 'Net Revenues- Asset & Wealth Management' is estimated at $3.82 billion, a slight decline of 1.5% [7] Key Metrics - The 'Book Value Per Share' is expected to reach $347.76, up from $327.13 in the same quarter last year [8] - 'Assets Under Supervision (AUS) - Total' is forecasted to be $3,228.04 billion, compared to $2,934.00 billion a year ago [8] - The 'Common equity tier 1 capital ratio' is estimated at 15.1%, up from 14.8% year-over-year [8] - The 'Leverage ratio' is expected to be 5.3%, slightly down from 5.4% in the previous year [9] Stock Performance - Goldman Sachs shares have increased by 13.4% over the past month, outperforming the S&P 500 composite, which rose by 4.1% [10]