Core Viewpoint - Analysts forecast a decline in CrowdStrike Holdings' earnings per share (EPS) while expecting revenue growth in the upcoming quarterly report [1]. Earnings Estimates - CrowdStrike is expected to report quarterly earnings of $0.83 per share, reflecting a year-over-year decline of 20.2% [1]. - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their projections [2]. Revenue Projections - Anticipated revenues for the quarter are $1.15 billion, representing a 19.2% increase compared to the same quarter last year [1]. - Analysts predict 'Revenue- Subscription' to be $1.10 billion, indicating a 19.5% year-over-year change [5]. - The estimate for 'Revenue- Professional services' is $52.16 million, suggesting a 14.3% increase year over year [5]. Key Metrics - The 'Annual recurring revenue (ARR)' is projected to reach $4,640.75 million, up from $3,864.51 million in the same quarter last year [5]. - Analysts estimate 'Remaining Performance Obligations (RPO)' at $6.43 billion, compared to $4.90 billion in the same quarter of the previous year [6]. - 'Non-GAAP subscription gross profit' is expected to be $878.44 million, up from $740.47 million in the same quarter last year [6]. - 'Non-GAAP professional services gross profit' is forecasted at $18.24 million, compared to $15.47 million in the same quarter last year [7]. - 'GAAP professional services gross profit' is projected to reach $10.48 million, up from $8.12 million in the same quarter last year [7]. - 'GAAP subscription gross profit' is expected to be $853.61 million, contrasting with the year-ago figure of $718.35 million [8]. Stock Performance - CrowdStrike shares have decreased by 10.4% over the past month, while the Zacks S&P 500 composite has increased by 1.1% [8]. - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [8].

Group 1 - Analysts forecast Dycom Industries (DY) to report quarterly earnings of $2.86 per share, reflecting a year-over-year increase of 16.3% [1] - Anticipated revenues for Dycom Industries are projected to be $1.4 billion, which represents a 16% increase compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating a reassessment of projections by covering analysts [1] Group 2 - Revenue from Lumen Technologies (CenturyLink) is expected to reach $128.49 million, showing a decline of 21.5% from the prior-year quarter [4] - Revenue from AT&T Inc is projected to be $289.16 million, indicating a year-over-year increase of 37.6% [4] - Analysts expect the backlog for Dycom Industries to be $8.56 billion, compared to $6.83 billion from the previous year [4] Group 3 - Dycom Industries shares have increased by 4.5% in the past month, outperforming the Zacks S&P 500 composite, which rose by 3.3% [5] - Dycom Industries holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [5]

Group 1 - Standard Motor Products (SMP) reported revenue of $493.85 million for the quarter ended June 2025, a year-over-year increase of 26.7% [1] - The EPS for the same period was $1.29, compared to $0.98 a year ago, indicating a significant improvement [1] - The reported revenue exceeded the Zacks Consensus Estimate of $449.97 million by 9.75%, and the EPS also surpassed the consensus estimate of $0.97 by 32.99% [1] Group 2 - Key metrics for Standard Motor Products show varied performance across different segments, with Vehicle Control revenues at $201.7 million, exceeding the average estimate of $185.97 million by 6.9% year-over-year [4] - Nissens Automotive revenues reached $90.54 million, significantly higher than the average estimate of $69.75 million [4] - Temperature Control revenues were reported at $131.37 million, above the estimated $119.25 million, reflecting a 5.5% year-over-year increase, while Engineered Solutions revenues fell to $70.25 million, below the estimated $77.28 million, marking an 8.3% decline [4] Group 3 - Over the past month, shares of Standard Motor Products have returned -5.1%, contrasting with the Zacks S&P 500 composite's +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 - Embraer reported $1.82 billion in revenue for Q2 2025, a year-over-year increase of 21.8% and an 8.88% surprise over the Zacks Consensus Estimate of $1.67 billion [1] - The EPS for the quarter was -$0.02, a significant decline from $0.44 a year ago, resulting in a -104.26% surprise compared to the consensus estimate of $0.47 [1] Revenue Breakdown - Commercial Aviation revenue was $577 million, exceeding the average estimate of $551.44 million, reflecting a 4.2% year-over-year increase [4] - Executive Aviation revenue reached $549 million, significantly higher than the estimated $421.97 million, marking a 63.4% increase compared to the previous year [4] - Other revenue amounted to $16 million, surpassing the average estimate of $14.82 million, with a year-over-year change of 14.3% [4] - Services & Support revenue was $456 million, slightly below the estimated $460.57 million, but still showing a 12.9% increase year-over-year [4] - Defense & Security revenue totaled $221 million, close to the average estimate of $222.04 million, with an 18.2% year-over-year increase [4] Stock Performance - Over the past month, Embraer shares have returned -3.5%, contrasting with the Zacks S&P 500 composite's +1% 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 Viewpoint - Analysts project that Thomson Reuters (TRI) will report quarterly earnings of $0.83 per share, reflecting a year-over-year decline of 2.4%, while revenues are expected to reach $1.79 billion, an increase of 2.8% from the same quarter last year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating analysts' reassessment of their initial estimates [1] - Analysts expect 'Revenues- Legal Professionals' to be $706.57 million, a decrease of 2.8% year-over-year [4] - 'Revenues- Tax & Accounting Professionals' is estimated at $284.50 million, suggesting a year-over-year increase of 13.8% [4] - 'Revenues- Global Print' is projected to reach $117.31 million, indicating a decline of 4.6% from the previous year [4] Group 2: Adjusted EBITDA Estimates - 'Adjusted EBITDA- Legal Professionals' is forecasted to be $326.26 million, slightly down from $327.00 million reported in the same quarter last year [5] - 'Adjusted EBITDA- Corporates' is expected to reach $168.90 million, up from $163.00 million reported in the same quarter last year [6] - 'Adjusted EBITDA- Reuters News' is projected at $48.12 million, compared to $51.00 million in the previous year [6] - 'Adjusted EBITDA- Tax & Accounting Professionals' is likely to be $103.48 million, up from $91.00 million reported in the same quarter last year [7] Group 3: Market Performance - Over the past month, shares of Thomson Reuters have returned -0.1%, while the Zacks S&P 500 composite has increased by 2.3% [7] - Currently, TRI holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [7]

Core Insights - KLA reported $3.17 billion in revenue for the quarter ended June 2025, a year-over-year increase of 23.6% and an EPS of $9.38 compared to $6.60 a year ago, exceeding Zacks Consensus Estimates [1] - The revenue surpassed the Zacks Consensus Estimate of $3.08 billion by 3.21%, and the EPS exceeded the consensus estimate of $8.53 by 9.96% [1] Revenue Breakdown - Semiconductor Process Control revenues were $2.88 billion, exceeding the average estimate of $2.77 billion, with a year-over-year change of 24.7% [4] - Specialty Semiconductor Process revenues were $141.87 million, slightly below the estimated $150.12 million, representing a year-over-year increase of 17% [4] - Service revenues reached $702.56 million, surpassing the estimate of $694.66 million, with a year-over-year change of 14.4% [4] - Product revenues totaled $2.47 billion, exceeding the average estimate of $2.38 billion, reflecting a year-over-year increase of 26.5% [4] - PCB and Component Inspection revenues were $154.11 million, below the estimated $161.18 million, with a year-over-year change of 10.1% [4] Stock Performance - KLA shares returned +0.4% over the past month, compared to the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

Core Insights - Southern Co. reported $6.97 billion in revenue for the quarter ended June 2025, a year-over-year increase of 7.9%, with an EPS of $0.91 compared to $1.09 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $6.56 billion, resulting in a surprise of +6.24%, while the EPS surprise was +4.6% against a consensus estimate of $0.87 [1] Revenue Breakdown - Natural Gas revenues reached $979 million, surpassing the average estimate of $917.14 million, reflecting a year-over-year increase of +17.8% [4] - Southern Company Natural Gas reported $979 million, exceeding the estimated $855.44 million, marking a +17.8% change from the previous year [4] - Southern Power generated $546 million, slightly below the average estimate of $552.52 million, with a year-over-year increase of +4.2% [4] - Georgia Power - Wholesale Revenues were $107 million, significantly above the average estimate of $70.97 million, representing a +69.8% year-over-year change [4] - Georgia Power - Other Revenues totaled $238 million, exceeding the estimated $225.21 million, with a +10.7% change from the previous year [4] - Mississippi Power - Retail Revenues reached $274 million, surpassing the average estimate of $243.08 million, reflecting a +13.2% year-over-year increase [4] - Mississippi Power - Other Revenues were $9 million, below the average estimate of $12.08 million, showing a year-over-year decrease of -10% [4] - Southern Company Gas - Gas Distribution Operations reported $885 million, exceeding the average estimate of $781.07 million, with a +18.2% year-over-year change [4] - Southern Company Gas - Gas Pipeline Investments generated $8 million, below the average estimate of $23.68 million, with no year-over-year change [4] - Southern Company Gas - Gas Marketing Services reported $83 million, exceeding the estimated $74.82 million, marking an +18.6% change from the previous year [4] - Retail Electric revenues were $4.76 billion, surpassing the average estimate of $4.3 billion, reflecting a +6.1% year-over-year increase [4] - Alabama Power generated $1.97 billion, exceeding the average estimate of $1.92 billion, with a +5.1% year-over-year change [4] Stock Performance - Southern Co. shares returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +2.7% 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 - Qualcomm reported $10.37 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 10.4% and an EPS of $2.77 compared to $2.33 a year ago [1] - The revenue was slightly below the Zacks Consensus Estimate of $10.38 billion, resulting in a surprise of -0.15%, while the EPS exceeded the consensus estimate of $2.70 by +2.59% [1] Revenue Breakdown - QCT Handsets revenue was $6.33 billion, below the average estimate of $6.51 billion, reflecting a year-over-year change of +7.3% [4] - QCT IoT revenue reached $1.68 billion, surpassing the average estimate of $1.58 billion, with a year-over-year increase of +23.7% [4] - Total QCT revenue was $8.99 billion, slightly below the estimated $9.07 billion, showing a +11.5% change year-over-year [4] - QTL revenue was $1.32 billion, exceeding the average estimate of $1.26 billion, with a +3.5% year-over-year change [4] - QCT Automotive revenue was $984 million, above the average estimate of $972 million, representing a +21.3% year-over-year increase [4] - Licensing revenue was $1.47 billion, surpassing the average estimate of $1.44 billion, with a +5.1% year-over-year change [4] - Equipment and services revenue was $8.89 billion, below the average estimate of $9.03 billion, reflecting a +11.3% year-over-year change [4] Financial Performance Metrics - Income before taxes for QTL was $942 million, exceeding the average estimate of $906.56 million [4] - Income before taxes for QCT was $2.67 billion, slightly below the average estimate of $2.8 billion [4] Stock Performance - Qualcomm shares returned +1.7% over the past month, compared to the Zacks S&P 500 composite's +3.4% 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]

That said, let's delve into the average estimates of some Illumina metrics that Wall Street analysts commonly model and monitor. Analysts forecast 'Revenue- Core Illumina- Consumables' to reach $792.14 million. The estimate points to a change of -2.8% from the year-ago quarter. The consensus among analysts is that 'Revenue- Product revenue- Consumable' will reach $788.41 million. The estimate indicates a change of -3.3% from the prior-year quarter. It is projected by analysts that the 'Revenue- Service and ...

Core Insights - Wall Street analysts forecast Confluent (CFLT) to report quarterly earnings of $0.08 per share, reflecting a year-over-year increase of 33.3% [1] - Anticipated revenues are projected to be $277.76 million, showing an 18.2% increase compared to the same quarter last year [1] Earnings Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] - Revisions to earnings projections are crucial for predicting investor behavior regarding the stock [2] Revenue Estimates - Analysts project 'Revenue- Services' to reach $10.18 million, indicating a -1.1% change from the prior-year quarter [3] - 'Revenue- Subscription' is expected to be $267.57 million, reflecting a +19.1% change from the year-ago quarter [4] - 'Revenue- Confluent Cloud' is anticipated to reach $149.48 million, showing a +27.8% change from the previous year [4] Remaining Performance Obligations - The consensus for 'Remaining performance obligations (RPO)' is estimated at $1.04 billion, compared to $887.80 million reported in the same quarter last year [5] Stock Performance - Over the past month, Confluent shares have recorded returns of +11.8%, outperforming the Zacks S&P 500 composite's +4.9% change [5] - Based on its Zacks Rank 3 (Hold), CFLT is expected to perform in line with the overall market in the upcoming period [5]