The upcoming report from PepsiCo (PEP) is expected to reveal quarterly earnings of $2.27 per share, indicating a decline of 1.7% compared to the year-ago period. Analysts forecast revenues of $23.88 billion, representing an increase of 2.4% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earnings release, it is of utmos ...

Revenue Projection - The company projects $470 million in revenue over the next year with only two operational Stars [1] - Potential for significant revenue increase as the company anticipates up to 10 fully capitalized and operational Stars within a year [1] Operational Expansion - Current revenue projection is based on limited operational capacity (two Stars) [1] - The company foresees substantial growth in operational capacity, potentially reaching 10 Stars within the next year [1]

Core Viewpoint - Analysts project that Malibu Boats (MBUU) will report quarterly earnings of $0.44 per share, reflecting a significant year-over-year increase of 212.8% and revenues expected to reach $195.8 million, up 23.4% from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has not changed over the past 30 days, indicating that analysts have not revised their initial projections [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Revenue by product- Malibu' at $56.75 million, representing a year-over-year increase of 51.3% [5]. - The expected 'Revenue by product- Cobalt' is projected to be $62.10 million, indicating a year-over-year change of 23.7% [5]. - 'Revenue by product- Saltwater Fishing' is anticipated to reach $83.00 million, reflecting a year-over-year increase of 16.9% [6]. Stock Performance - Malibu Boats shares have increased by 11.3% over the past month, outperforming the Zacks S&P 500 composite, which rose by 2.7% [6]. - With a Zacks Rank of 3 (Hold), MBUU is expected to closely follow overall market performance in the near term [6].

Core Viewpoint - Opendoor Technologies' shares declined due to weaker-than-expected guidance and a shift to an agent-led sales model, raising concerns over losses and strategic direction despite a return to profitability last quarter [1][5]. Financial Performance - The company reported second-quarter revenue of $1.567 billion, a 4% increase year-over-year, surpassing the forecast of $1.516 billion, but contribution profit of $69 million fell short of the $73 million estimate [6]. - Management guided third-quarter revenue to be between $800 million and $875 million, significantly below the $1.039 billion projection [6]. - Adjusted EBITDA for the third quarter is expected to be a loss of $28 million to $21 million [6]. Analyst Ratings and Forecasts - Analyst Ryan Tomasello downgraded Opendoor's stock from Market Perform to Underperform, maintaining a price forecast of $1 [1][5]. - Revised financial forecasts indicate an adjusted EPS loss of 27 cents for 2025 and 22 cents for 2026, down from previous estimates of 21 cents and 14 cents, respectively [3]. - Adjusted EBITDA outlook for 2025 and 2026 has been lowered to losses of $72 million and $40 million, respectively, from earlier projections of a $44 million loss and a $30 million gain [4]. Strategic Direction - The management's guidance for second-half revenue is approximately 40% below consensus, indicating potential challenges ahead [5]. - The shift to an agent-led distribution model may lead to widening losses and strategic uncertainty, impacting share prices [5][7]. - A similar sequential revenue drop is expected in the fourth quarter due to a mix of older, lower-margin homes, delaying margin improvement until after 2025 [7].

Core Viewpoint - Analysts forecast Walt Disney (DIS) will report quarterly earnings of $1.47 per share, reflecting a year-over-year increase of 5.8%, with revenues expected to reach $23.67 billion, a 2.2% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.5% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts predict 'Revenue- Sports' will reach $4.48 billion, a decrease of 1.7% year-over-year [5]. - 'Revenue- Entertainment' is expected to be $10.75 billion, indicating a year-over-year increase of 1.6% [5]. - 'Revenue- Experiences' is projected to reach $8.79 billion, reflecting a 4.8% increase from the previous year [5]. - 'Revenue- Entertainment- Content Sales/Licensing and Other' is forecasted at $2.16 billion, suggesting a 2.1% year-over-year increase [6]. Subscriber Metrics - The number of paid subscribers for ESPN+ is expected to be 24.45 million, down from 24.90 million in the same quarter last year [6]. - For Hulu, the number of paid subscribers is projected at 54.41 million, up from 51.10 million a year ago [8]. - The average monthly revenue per paid subscriber for ESPN+ is estimated at $6.60, compared to $6.23 last year [8]. - The average monthly revenue per paid subscriber for Hulu - SVOD Only is projected at $11.48, down from $12.73 a year ago [9]. - The average monthly revenue per paid subscriber for Hulu - Live TV + SVOD is expected to reach $101.65, up from $96.11 last year [9]. - The number of paid subscribers for Disney+ in the U.S. and Canada is expected to be 58.71 million, compared to 54.80 million in the same quarter last year [10]. Stock Performance - Over the past month, Disney shares have returned -3.9%, while the Zacks S&P 500 composite has increased by 2.3% [11]. - Disney currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [11].

Core Viewpoint - Analysts forecast that Corteva, Inc. (CTVA) will report quarterly earnings of $1.89 per share, reflecting a year-over-year increase of 3.3%, with anticipated revenues of $6.23 billion, showing a 1.9% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 3.1% in the past 30 days, indicating a reassessment by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Forecasts - Analysts predict 'Revenue- Seed' at $4.46 billion, a change of +3.1% year-over-year [5]. - 'Revenue- Crop Protection' is expected to be $1.80 billion, reflecting a +1% change from the prior year [5]. - 'Revenue- Crop Protection- Other' is forecasted to reach $88.17 million, indicating a significant decline of -48.1% year-over-year [5]. - 'Revenue- Seed- Other' is estimated at $168.43 million, showing a +16.2% increase from the previous year [6]. - 'Revenue- Crop Protection- Herbicides' is projected at $951.43 million, a slight increase of +0.6% [6]. - 'Revenue- Crop Protection- Insecticides' is expected to be $413.11 million, reflecting a -0.5% change [7]. - 'Revenue- Crop Protection- Fungicides' is forecasted at $261.53 million, indicating a +4.6% change [7]. - 'Revenue- Seed- Soybean' is estimated at $1.31 billion, showing a -0.4% change [7]. - 'Revenue- Seed- Corn' is projected at $2.74 billion, reflecting a +2% change [8]. - 'Revenue- Seed- Other oilseeds' is expected to reach $218.94 million, indicating a +17.7% change [8]. Operating Metrics - 'Operating EBITDA- Seed' is expected to be $1.77 billion, compared to $1.70 billion from the previous year [8]. - 'Operating EBITDA- Crop Protection' is projected at $249.65 million, down from $255.00 million reported in the same quarter last year [9]. Stock Performance - Corteva, Inc. shares have decreased by -6.5% in the past month, contrasting with the Zacks S&P 500 composite's +2.3% performance [10].

Core Viewpoint - Boyd Gaming (BYD) is expected to report quarterly earnings of $1.67 per share, a 5.7% increase year-over-year, with revenues projected at $980.29 million, reflecting a 1.3% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 2.3% over the past 30 days, indicating a reassessment by analysts [2]. - Prior revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue Projections - Analysts predict 'Revenues- Online' to be $139.48 million, a 7.4% increase from the year-ago quarter [5]. - 'Revenues by Segment- Downtown Las Vegas' is estimated at $56.10 million, a decrease of 2.8% year-over-year [5]. - 'Revenues by Segment- Midwest and South' is expected to reach $531.53 million, indicating a 1.9% increase [5]. - 'Revenues by Segment- Managed & Other' is projected at $34.94 million, a 5.6% increase from the prior year [6]. - 'Revenues by Segment- Las Vegas Locals' is estimated at $221.91 million, reflecting a 1.4% decrease year-over-year [6]. Adjusted EBITDAR Estimates - 'Adjusted EBITDAR- Online' is forecasted to be $18.72 million, up from $17.06 million in the same quarter last year [7]. - 'Adjusted EBITDAR- Managed & Other' is expected to reach $24.01 million, compared to $23.14 million a year ago [7]. - 'Adjusted EBITDAR- Downtown Las Vegas' is projected at $20.91 million, down from $22.02 million in the previous year [8]. - 'Adjusted EBITDAR- Midwest and South' is estimated at $195.56 million, slightly up from $195.46 million year-over-year [8]. - 'Adjusted EBITDAR- Las Vegas Locals' is expected to be $105.06 million, down from $109.25 million in the prior year [9]. Stock Performance - Boyd shares have increased by 7.2% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.9% [9].

Core Viewpoint - Analysts forecast Moody's (MCO) will report quarterly earnings of $3.42 per share, reflecting a year-over-year increase of 4.3%, with anticipated revenues of $1.85 billion, up 1.8% from the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 1.5%, indicating analysts' reassessment of their initial forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate that 'Revenue- Total external customers- Moody's investor services' will reach $977.85 million, down 3.7% year-over-year, while 'Revenue- Total external customers- Moody's Analytics' is projected at $871.28 million, up 8.6% [5]. - 'Revenue- Moody's Analytics- Decision Solutions' is expected to be $409.35 million, reflecting an 11.8% increase year-over-year. 'Revenue- Moody's Analytics- Data and Information' is estimated at $222.57 million, up 6%, and 'Revenue- Moody's Analytics- Research and Insights' at $239.93 million, up 6.2% [6]. - The consensus for 'Revenue- Moody's investor services' is $1.03 billion, indicating a 3.1% decrease from the prior year, while 'Revenue- Moody's Analytics' is projected at $875.94 million, up 8.7% [8]. - Specific revenue estimates include 'Revenue- Moody's investor services- Recurring' at $336.58 million, up 4.2%, and 'Revenue- Moody's investor services- Transaction' at $640.27 million, down 7.5% [7][8]. - 'Revenue- Moody's investor services- Public, project and infrastructure finance' is expected to reach $164.17 million, up 6.6%, and 'Revenue- Moody's investor services- Financial institutions' at $197.98 million, up 1.5% [9]. Stock Performance - Over the past month, Moody's shares have returned +6.8%, outperforming the Zacks S&P 500 composite's +5.4% change, suggesting that MCO will likely perform in line with the overall market in the upcoming period [9].

Core Insights - Analysts project Nutanix (NTNX) will report quarterly earnings of $0.38 per share, a 35.7% increase year over year, with revenues expected to reach $626.12 million, reflecting a 19.4% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1][2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [2] Revenue Projections - Analysts estimate 'Revenue- Support, entitlements and other services' at $311.14 million, a 15.6% increase year over year [4] - 'Revenue- Product' is projected to reach $307.45 million, indicating a year-over-year change of 20.4% [4] - 'Disaggregation of Revenue- Professional services revenue' is expected to be $28.12 million, a 7.2% increase from the prior year [5] - 'Disaggregation of Revenue- Subscription revenue' is estimated at $594.37 million, reflecting a 22.1% increase from the previous year [5] Additional Revenue Insights - 'Disaggregation of Revenue- Non-portable software revenue' is forecasted to be $2.59 million, showing a significant decline of 76.7% year over year [6] - 'Annual Contract Value Billings (ACV Billings)' is expected to be $364.13 million, up from $288.85 million in the same quarter last year [6] Billing and Customer Metrics - Total Billings are projected to reach $676.02 million, compared to $557.29 million a year ago [7] - Annual Recurring Revenue (ARR) is expected to be $2.17 billion, up from $1.82 billion in the same quarter last year [7] - Total end customers are estimated to be 28,457, an increase from 25,860 year over year [7] Disaggregation of Billings - 'Disaggregation of billings - Professional services billings' is estimated at $32.78 million, compared to $29.65 million last year [8] - 'Disaggregation of billings - Subscription billings' is projected to reach $616.58 million, up from $515.92 million in the same quarter last year [8] Stock Performance - Nutanix shares have increased by 21.5% in the past month, outperforming the Zacks S&P 500 composite, which rose by 10.7% [8]

Core Viewpoint - Analysts forecast a decline in Best Buy's quarterly earnings and revenues, indicating potential challenges for the company in the upcoming earnings release [1][2]. Earnings Estimates - Best Buy is expected to report earnings of $1.09 per share, reflecting a year-over-year decline of 9.2% [1]. - Revenue is anticipated to be $8.77 billion, showing a slight decline of 0.9% compared to the same quarter last year [1]. Revisions and Trends - The consensus EPS estimate has been revised upward by 0.2% over the past 30 days, indicating a reappraisal by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue by Product Category - Revenue from Domestic Computing and Mobile Phones is projected to be $3.53 billion, down 1.7% from the prior year [5]. - Revenue from Domestic Consumer Electronics is expected to reach $2.36 billion, reflecting a minimal decline of 0.1% [5]. - Domestic Appliances revenue is estimated at $1.07 billion, down 2.2% year-over-year [6]. - Revenue from Domestic Entertainment is forecasted to be $508.85 million, indicating a decline of 2.1% [6]. Geographic Revenue - Domestic revenue is estimated at $8.11 billion, down 1.1% from the previous year [7]. - International revenue is projected to be $639.25 million, reflecting a decrease of 0.7% [7]. Store Metrics - The total number of stores is expected to be 1,114, down from 1,117 in the same quarter last year [8]. - Domestic Yardbird Stand-Alone Stores are projected to be 21, compared to 23 a year ago [8]. - The number of Domestic U.S. Best Buy Outlet Centers is estimated at 25, up from 23 last year [8]. - Internationally, Canada Best Buy Mobile Stand-Alone Stores are expected to be 31, down from 32 [9]. - The number of Canada Best Buy Stores is projected to be 129, slightly up from 128 in the previous year [9]. Stock Performance - Over the past month, Best Buy shares have returned +7.2%, while the Zacks S&P 500 composite has returned +10.7% [9]. - Best Buy currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near future [9].