Core Insights - Analog Devices (ADI) is expected to report quarterly earnings of $1.93 per share, a 22.2% increase year-over-year, with revenues projected at $2.76 billion, reflecting a 19.2% increase compared to the same period last year [1] Revenue Estimates by End Market - Revenue from the Consumer end market is forecasted to reach $352.36 million, indicating an 11.3% increase from the prior-year quarter [4] - Revenue from the Communications end market is projected at $321.10 million, suggesting a 20.4% year-over-year change [4] - Revenue from the Automotive end market is likely to be $798.62 million, reflecting a 19.1% increase from the year-ago quarter [5] - Revenue from the Industrial end market is expected to reach $1.27 billion, indicating a 20.3% year-over-year change [5] Market Performance - Over the past month, shares of Analog Devices have returned -2%, while the Zacks S&P 500 composite has seen a +3.3% change [5] - Currently, ADI holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [5]

Core Viewpoint - Analysts expect Medtronic to report quarterly earnings of $1.23 per share, indicating no change from the previous year, with revenues projected at $8.37 billion, reflecting a 5.7% increase year-over-year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1][2] Revenue Projections - Analysts predict 'Net Sales- World Wide Revenue- Neuroscience- Specialty Therapies' at $728.31 million, a year-over-year increase of 2.2% [4] - 'Net Sales- World Wide Revenue- Cardiovascular- Coronary & Peripheral Vascular' is expected to reach $631.16 million, reflecting a 2.5% increase [4] - 'Net Sales- World Wide Revenue- Neuroscience- Cranial & Spinal Technologies' is forecasted at $1.20 billion, indicating a 5% increase [5] - 'Net Sales- U.S. Revenue' is estimated at $4.26 billion, suggesting a 4.3% year-over-year change [6] - 'Net Sales- ROW- Cardiovascular' is projected to reach $1.71 billion, reflecting a 6.6% increase [8] Specific Segment Insights - 'Net Sales- U.S. Revenue- Neuroscience- Neuromodulation' is expected to be $332.01 million, indicating a 6.4% increase [7] - 'Net Sales- ROW- Neuroscience- Specialty Therapies' is estimated at $326.25 million, reflecting a 3.9% increase [7] - 'Net Sales- ROW- Medical Surgical- Surgical & Endoscopy' is projected at $960.12 million, indicating a 4.9% increase [8] Market Performance - Over the past month, Medtronic shares have recorded returns of 3.5%, aligning with the Zacks S&P 500 composite's performance [9]

Core Viewpoint - Analysts project that Nice (NICE) will report quarterly earnings of $2.99 per share, reflecting a year-over-year increase of 13.3%, with revenues expected to reach $713.92 million, a 7.5% increase from the same quarter last year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 0.2% in the past 30 days, indicating a reassessment by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts expect 'Revenue by Business Model- Cloud' to be $539.96 million, indicating a year-over-year change of +12.1% [5]. - The estimated 'Revenue by Business Model- Services' is projected at $142.15 million, reflecting a year-over-year decline of -3.7% [5]. - 'Revenue by Business Model- Product' is anticipated to be $31.80 million, suggesting a year-over-year decrease of -9.4% [5]. Geographic Revenue Projections - 'Geographic Revenues- Americas' are expected to reach $603.87 million, showing a year-over-year increase of +7.5% [6]. - 'Geographic Revenues- Asia Pacific' is projected at $39.19 million, indicating a significant year-over-year increase of +18.7% [6]. - 'Geographic Revenues- EMEA' is estimated to be $72.11 million, reflecting a year-over-year change of +3% [6]. Stock Performance - Over the past month, shares of Nice have decreased by -4%, while the Zacks S&P 500 composite has increased by +2.7% [7]. - Nice currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7].

分组1 - Innovative Industrial Properties (IIPR) reported quarterly funds from operations (FFO) of $1.71 per share, exceeding the Zacks Consensus Estimate of $1.61 per share, but down from $2.29 per share a year ago, representing an FFO surprise of +6.21% [1] - The company posted revenues of $62.89 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.52%, but down from $79.79 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus revenue estimates three times [2] 分组2 - The stock has underperformed, losing about 21.5% since the beginning of the year, compared to the S&P 500's gain of 7.1% [3] - The current consensus FFO estimate for the coming quarter is $1.62 on revenues of $63.46 million, and for the current fiscal year, it is $6.80 on revenues of $261.76 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the top 40% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Insights - Texas Roadhouse (TXRH) is projected to announce quarterly earnings of $1.95 per share, reflecting an 8.9% year-over-year increase, with revenues expected to reach $1.5 billion, a 12.1% increase from the same quarter last year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.3%, indicating analysts' reassessment of their initial forecasts [2]. - Revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Projections - Analysts predict 'Revenue - Restaurant and other sales' will reach $1.50 billion, marking a 12.3% year-over-year increase [5]. - The estimate for 'Revenue - Franchise royalties and fees' is set at $8.10 million, indicating a 7.2% year-over-year increase [5]. Comparable Sales Growth - 'Comparable restaurant sales growth - Company restaurants' is forecasted to be 5.5%, down from 9.3% in the previous year [5]. - 'Franchise-owned restaurants - Comparable restaurant sales growth' is expected to be 5.1%, compared to 6.6% in the same quarter last year [6]. Restaurant Metrics - The total number of 'Restaurants at the end - Total' is projected to be 800, up from 762 year-over-year [6]. - 'Restaurants at the end - Company - Total' is estimated to reach 697, compared to 650 last year [7]. - 'Restaurants at the end - Company - Texas Roadhouse' is expected to be 636, up from 594 year-over-year [7]. Additional Metrics - The consensus for 'Restaurants at the end - Company - Bubba's 33' is 52, compared to 48 last year [8]. - 'Store weeks - Franchise restaurants' is projected to be 1,358, down from 1,389 year-over-year [8]. - 'Store weeks - Company restaurants' is expected to reach 8,964, an increase from 8,408 in the same quarter last year [9]. - The estimate for 'Restaurants at the end - Franchise - Total' stands at 105, down from 112 year-over-year [9]. Stock Performance - Over the past month, Texas Roadhouse shares have recorded a return of -0.7%, while the Zacks S&P 500 composite has changed by +1% [9].

Core Insights - Wall Street analysts expect Bentley Systems, Incorporated (BSY) to report quarterly earnings of $0.29 per share, reflecting a year-over-year decline of 6.5% [1] - Revenue projections stand at $363.09 million, indicating a 9.9% increase from the same quarter last year [1] Earnings Projections - The consensus EPS estimate 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 and stock price performance [2] Revenue Estimates - Analysts forecast 'Revenues- Subscriptions and licenses' to reach $344.96 million, representing an 11.9% year-over-year increase [4] - 'Revenues- Services' are expected to be $19.30 million, showing a decline of 12.4% year-over-year [4] - The average prediction for 'Revenues- Subscriptions' is $334.07 million, indicating a 12.3% increase year-over-year [4] Additional Revenue Metrics - 'Revenues- Perpetual licenses' are projected at $11.64 million, reflecting a 7.2% year-over-year increase [5] - The consensus estimate for total revenue year-over-year growth is 9.9%, down from 11.3% in the previous year [5] - Estimated 'Annualized Recurring Revenues (ARR)' is projected at $1.35 billion, up from $1.22 billion in the same quarter last year [5] Subscription Growth - 'Revenue - Subscriptions - YoY growth' is expected to be 12.3%, compared to 14.7% in the same quarter last year [6] - Over the past month, Bentley Systems shares have increased by 4.3%, outperforming the Zacks S&P 500 composite's 1% change [6] - The company holds a Zacks Rank 3 (Hold), suggesting performance in line with the overall market [6]

Core Viewpoint - Analysts expect Eli Lilly (LLY) to report quarterly earnings of $5.61 per share, reflecting a year-over-year increase of 43.1%, with revenues projected at $14.75 billion, up 30.5% from the previous year [1] Earnings Projections - The consensus EPS estimate has been revised downward by 1.5% in the past 30 days, indicating a reassessment by analysts [1][2] Key Metrics Forecast - Analysts predict 'Net Sales- Cyramza' at $246.20 million, a decrease of 1.1% year-over-year [4] - 'Net Sales- Humulin' is expected to be $206.10 million, down 7.8% year-over-year [4] - 'Net Sales- Humalog' is projected at $609.52 million, reflecting a decline of 3.5% from the previous year [4] - 'Net Sales- Forteo' is estimated at $62.76 million, down 10.2% year-over-year [5] - 'Net Sales- International-Forteo' is forecasted at $34.28 million, a decrease of 11% [5] - 'Net Sales- Cyramza (ROW)' is expected to reach $130.32 million, down 1.9% year-over-year [6] - 'Net Sales- Emgality (ROW)' is projected at $42.01 million, indicating a significant decline of 22.8% [6] - 'Net Sales- International-Alimta' is estimated at $17.05 million, down 20.3% from the previous year [6] - 'Net Sales- US-Humulin' is expected to be $154.98 million, down 8.5% year-over-year [7] - 'Net Sales- Emgality (US)' is projected at $135.67 million, reflecting a decrease of 1.4% [7] - 'Net Sales- US-Humalog' is estimated at $412.17 million, down 5.2% year-over-year [7] - 'Net Sales- US-Forteo' is expected to reach $28.73 million, indicating a decline of 8.8% [8] Stock Performance - Over the past month, shares of Lilly have returned -2.4%, contrasting with the Zacks S&P 500 composite's +0.6% change [8]

Core Viewpoint - Hologic (HOLX) is expected to report a slight decline in quarterly earnings and revenues compared to the previous year, with analysts maintaining their consensus estimates over the last month [1][2]. Revenue Projections - Total revenues are forecasted to be $1.01 billion, reflecting a year-over-year decrease of 0.4% [1]. - Specific revenue estimates include: - GYN surgical revenues projected at $179.82 million, a year-over-year increase of 7.9% [4]. - Diagnostics - Molecular diagnostics expected to reach $316.12 million, up 1.8% from the prior year [4]. - Diagnostics - Blood screening anticipated at $5.65 million, down 28.5% year-over-year [5]. - Breast health - Breast imaging revenues estimated at $277.39 million, a decrease of 10.3% [5]. - Total Diagnostics revenues projected at $437.46 million, indicating a decline of 0.8% [5]. - Skeletal health revenues expected to be $25.34 million, up 33.4% from the previous year [6]. - Diagnostics - Cytology and perinatal forecasted at $117.36 million, down 4% [6]. - Total Breast health revenues estimated at $363.15 million, a decrease of 5.7% [6]. - Breast health - Interventional breast solutions projected at $85.76 million, an increase of 13.1% [7]. - Service and other revenues expected to be $202.73 million, up 1.3% [7]. - Product revenues anticipated at $801.50 million, down 1.2% from the prior year [7]. Stock Performance - Hologic shares have increased by 1.5% over the past month, compared to a 4.6% increase in the Zacks S&P 500 composite [8]. - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near term [8].

Core Viewpoint - Lear (LEA) is expected to report quarterly earnings of $3.23 per share, reflecting a decline of 10.3% year-over-year, with revenues forecasted at $5.89 billion, a decrease of 2% compared to the previous year [1] Earnings Projections - Changes in earnings projections are crucial for predicting investor reactions to the stock, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [2] Analysts' Consensus on Key Metrics - Analysts forecast 'Net Sales- E-Systems' to be $1.52 billion, indicating a year-over-year decline of 2.9% [4] - 'Net Sales- Seating' is projected to reach $4.37 billion, reflecting a decrease of 1.7% from the same quarter last year [4] - 'Geographic Net Sales- South America' is expected to be $235.04 million, showing an increase of 9.9% year-over-year [4] - 'Geographic Net Sales- North America' is estimated at $2.44 billion, indicating a decline of 4.6% [5] - 'Geographic Net Sales- Europe and Africa' is projected to be $2.13 billion, reflecting a decrease of 1.8% [5] - 'Geographic Net Sales- Asia' is expected to reach $1.13 billion, indicating an increase of 5.4% from the prior year [5] Adjusted Segment Earnings - 'Adjusted Segment Earnings- E-Systems' is estimated at $66.73 million, down from $82.20 million in the same quarter last year [6] - 'Adjusted Segment Earnings- Seating' is projected to be $276.06 million, compared to $302.10 million in the previous year [6] Stock Performance - Shares of Lear have increased by 14.4% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.9% [6]

Core Insights - IBM is expected to report quarterly earnings of $2.64 per share, reflecting an 8.6% increase year-over-year, with revenues projected at $16.58 billion, indicating a 5.1% year-over-year growth [1]. Earnings Projections - There has been a downward revision of 0.2% in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their forecasts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts predict 'Revenue- Infrastructure' to reach $3.66 billion, a 0.3% increase from the previous year [5]. - 'Revenue- Software' is expected to be $7.48 billion, reflecting an 11% year-over-year increase [5]. - 'Revenue- Consulting' is forecasted at $5.21 billion, indicating a 0.6% increase year-over-year [5]. - 'Revenue- Hybrid Infrastructure' is estimated at $2.39 billion, showing a 0.6% decline from the prior year [6]. - 'Revenue- Transaction Processing' is projected to be $2.28 billion, reflecting a 3.8% increase year-over-year [6]. - 'Revenue- Infrastructure Support' is expected to be $1.25 billion, indicating a 3.7% decline year-over-year [6]. - 'Revenue- Other' is estimated at $51.29 million, suggesting a significant 35% year-over-year increase [7]. Gross Profit Estimates - 'Gross Profit- Consulting' is expected to be $1.37 billion, slightly up from $1.36 billion reported in the same quarter last year [7]. - 'Gross Profit- Infrastructure' is projected at $2.01 billion, down from $2.06 billion reported in the previous year [8]. - 'Gross Profit- Software' is expected to reach $6.25 billion, up from $5.63 billion reported in the same quarter last year [8]. Market Performance - IBM shares have shown a return of -0.4% over the past month, contrasting with the Zacks S&P 500 composite's +5.4% change, indicating potential underperformance in the near future [8].