Core Insights - Oracle reported $17.19 billion in revenue for the quarter ended February 2026, marking a year-over-year increase of 21.7% and exceeding the Zacks Consensus Estimate by 1.77% [1] - The earnings per share (EPS) for the same period was $1.79, up from $1.47 a year ago, representing a surprise of 5.24% over the consensus estimate of $1.70 [1] Revenue Performance - Geographic Revenue: - Americas: $11.36 billion, exceeding the average estimate of $10.93 billion, with a year-over-year change of +26.2% [4] - Asia-Pacific: $1.87 billion, below the average estimate of $1.96 billion, with a year-over-year change of +9.1% [4] - Europe, Middle East and Africa: $3.96 billion, slightly below the average estimate of $4.01 billion, with a year-over-year change of +15.9% [4] - Revenue Breakdown: - Hardware: $714 million, slightly below the average estimate of $718.52 million, with a year-over-year change of +1.6% [4] - Software: $6.12 billion, exceeding the average estimate of $6.02 billion [4] - Services: $1.44 billion, above the average estimate of $1.33 billion, with a year-over-year change of +11.8% [4] - Cloud: $8.91 billion, slightly above the average estimate of $8.85 billion [4] - Cloud and Software combined: $15.03 billion, exceeding the average estimate of $14.87 billion [4] - Software Revenue: - Software License: $1.15 billion, slightly above the average estimate of $1.14 billion [4] - Software Support: $4.97 billion, exceeding the average estimate of $4.88 billion [4] - Cloud Revenues by Offerings: - Cloud Infrastructure: $4.89 billion, slightly above the average estimate of $4.85 billion, but down 21.1% year-over-year [4] - Cloud Applications: $4.03 billion, above the average estimate of $4.01 billion, with a year-over-year change of -16.3% [4] Stock Performance - Oracle's shares have returned -3.2% over the past month, compared to the Zacks S&P 500 composite's -2.3% 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 - Wall Street analysts anticipate Rubrik, Inc. (RBRK) will report a quarterly loss of -$0.11 per share, reflecting a year-over-year increase of 38.9% in losses, with revenues projected at $342.11 million, up 32.6% from the same quarter last year [1] Earnings Estimates - Changes in earnings estimates are critical for predicting investor reactions to the stock, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [2] Revenue Projections - Analysts project 'Revenue- Subscription' to reach $329.94 million, indicating a year-over-year increase of 35.4% - 'Revenue- Other' is expected to be $10.99 million, showing a slight decrease of 0.1% year-over-year - 'Revenue- Maintenance' is forecasted at $1.18 million, suggesting a significant decline of 65.1% compared to the previous year [4] Key Metrics Forecast - The average prediction for 'Subscription ARR' is $1,440,700, compared to $1,092,584 reported in the same quarter last year - 'Cloud ARR' is expected to reach $1,273,290, up from $875,602 in the same quarter last year [5] Customer and Profit Metrics - Analysts estimate 'Customers with $100K or more in Subscription ARR' to be 2,812, an increase from 2,246 in the same quarter last year - 'Gross Profit- Subscription' is projected at $263.31 million, compared to $194.69 million from the previous year [6] Stock Performance - Shares of Rubrik, Inc. have increased by 11.9% over the past month, contrasting with a -2.7% change in the Zacks S&P 500 composite, indicating a positive outlook with a Zacks Rank 2 (Buy) [6]

Core Insights - AeroVironment (AVAV) is expected to report quarterly earnings of $0.68 per share, reflecting a year-over-year increase of 126.7% [1] - Revenues are anticipated to reach $472.98 million, representing a significant increase of 182.1% from the same quarter last year [1] - The consensus EPS estimate has been revised downward by 11.3% in the past 30 days, indicating a reassessment by analysts [1] Revenue Estimates - Analysts project 'Revenue- Contract Services' to be $148.86 million, indicating a year-over-year change of +433.9% [4] - 'Revenue- Product Sales' is expected to be $301.35 million, reflecting a year-over-year increase of +115.6% [4] Gross Margin Estimates - The 'Gross margin- Contract services' is projected to reach $29.80 million, compared to $4.45 million from the previous year [4] - 'Gross margin- Product sales' is expected to be $76.90 million, up from $58.75 million year-over-year [5] Stock Performance - Over the past month, shares of AeroVironment have declined by 12%, while the Zacks S&P 500 composite has only decreased by 0.2% [5] - Currently, AeroVironment holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance in the near future [5]

Core Insights - ABM Industries is expected to report quarterly earnings of $0.87 per share, indicating no change from the previous year, with revenues forecasted at $2.22 billion, reflecting a 4.7% year-over-year increase [1] Revenue Estimates - Analysts project 'Revenues- Business & Industry' to be $1.04 billion, suggesting a year-over-year change of +1.9% [3] - The average prediction for 'Revenues- Aviation' is $286.78 million, indicating a +6.2% change year over year [4] - 'Revenues- Education' is expected to reach $229.41 million, with a +1.8% year-over-year change [4] - 'Revenues- Manufacturing & Distribution' is estimated at $425.40 million, reflecting a +7.9% change year over year [4] - 'Revenues- Technical Solutions' is forecasted at $233.24 million, suggesting a +15.3% change from the year-ago quarter [5] Operating Profit Estimates - 'Operating profit- Business & Industry' is expected to be $83.14 million, compared to $79.40 million reported in the same quarter last year [5] - Analysts forecast 'Operating profit- Aviation' to reach $13.99 million, up from $12.20 million in the previous year [6] - The consensus estimate for 'Operating profit- Manufacturing & Distribution' stands at $38.38 million, slightly down from $39.40 million reported last year [6] - 'Operating profit- Technical Solutions' is projected at $19.39 million, compared to $16.60 million in the previous year [7] - 'Operating profit- Education' is estimated at $16.94 million, up from $14.00 million reported last year [7] Stock Performance - Shares of ABM Industries have decreased by -5.5% over the past month, contrasting with a -0.2% change in the Zacks S&P 500 composite [7]

Core Viewpoint - Analysts project Viking Holdings (VIK) will report quarterly earnings of $0.54 per share, reflecting a 20% year-over-year increase, with revenues expected to reach $1.63 billion, a 20.7% increase from the same quarter last year [1]. Earnings Estimates - There have been no revisions in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [1]. - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock price performance [2]. Key Metrics - The consensus estimate for 'Onboard and other' revenue is $108.39 million, representing a 21.6% increase from the prior-year quarter [4]. - The average prediction for 'Cruise and land' revenue is $1.52 billion, indicating a 20.7% increase from the year-ago quarter [4]. - Analysts estimate an 'Occupancy' rate of 92.6%, up from 92.1% in the previous year [4]. - The consensus estimate for 'Net Yield' is $538.53, compared to $507.00 in the same quarter last year [5]. - 'Capacity PCDs' are projected to reach 2,118,988 days, an increase from 1,859,485 days in the previous year [5]. - 'PCDs' are expected to reach 1,960,351 days, compared to 1,713,442 days reported in the same quarter last year [5]. Stock Performance - Viking shares have increased by 13.7% over the past month, outperforming the Zacks S&P 500 composite, which rose by 0.6% [6]. - With a Zacks Rank 2 (Buy), VIK is expected to outperform the overall market performance in the near term [6].

Core Insights - Wall Street analysts forecast Ingram Micro (INGM) will report quarterly earnings of $0.90 per share, reflecting a year-over-year decline of 2.2% [1] - Anticipated revenues are projected to be $14.13 billion, indicating a 5.8% increase compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting analysts have reassessed their initial projections [1] Revenue Estimates - Geographic Revenues for Latin America are estimated at $1.11 billion, representing a year-over-year increase of 10.9% [4] - EMEA revenues are projected to reach $4.32 billion, indicating a 5.3% increase from the previous year [4] - Asia-Pacific revenues are expected to be $3.96 billion, reflecting a year-over-year change of 10% [4] - North America revenues are forecasted at $4.77 billion, showing a 1.6% increase from the prior-year quarter [5] Stock Performance - Ingram Micro shares have recorded a return of -3.8% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [5] - The company holds a Zacks Rank of 3 (Hold), suggesting its performance is likely to align with the overall market in the upcoming period [5]

Core Viewpoint - Teleflex (TFX) is expected to report quarterly earnings of $3.73 per share, reflecting a year-over-year decline of 4.1%, while revenues are anticipated to reach $925.96 million, marking a 16.4% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 0.2% in the last 30 days, indicating a reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3]. Revenue Estimates - The consensus estimate for 'Net Revenues- Interventional' is $274.02 million, showing a significant year-over-year increase of 70.8% [5]. - 'Net Revenues- Interventional Urology' is expected to be $80.73 million, reflecting a decline of 4.9% from the previous year [5]. - 'Net Revenues- OEM' is projected at $85.31 million, indicating a slight decrease of 0.1% year-over-year [5]. - 'Net Revenues- Vascular Access' is estimated to reach $205.12 million, with an increase of 8.4% from the prior year [6]. - 'Net Revenues- Anesthesia' is expected to be $99.90 million, reflecting a 4.8% increase year-over-year [6]. - 'Net Revenues- Other' is projected at $64.41 million, indicating a 10.7% increase from the previous year [6]. - 'Net Revenues- Surgical' is estimated at $128.49 million, showing a 5.4% increase year-over-year [7]. - 'Geographic Revenues- Americas' is expected to reach $577.44 million, reflecting a 6.8% increase from the prior year [7]. - 'Geographic Revenues- EMEA' is projected at $203.23 million, indicating a significant increase of 26.2% year-over-year [7]. - 'Geographic Revenues- Asia' is estimated to be $115.99 million, reflecting a 23.9% increase from the previous year [8]. Stock Performance - Teleflex shares have returned +7.3% over the past month, outperforming the Zacks S&P 500 composite, which has seen a -0.3% change [8]. - The company holds a Zacks Rank 4 (Sell), suggesting it may underperform the overall market in the near future [8].

Group 1 - The upcoming report from Onestream (OS) is expected to show quarterly earnings of $0.05 per share, a decline of 28.6% year-over-year, while revenues are forecasted at $157.16 million, an increase of 18.6% year-over-year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' reassessments [1] - Analysts predict 'Revenues- Professional services and other' will reach $6.60 million, a year-over-year decline of 4.5%, while 'Revenues- Subscription' is estimated at $146.25 million, reflecting a year-over-year increase of 23.3% [4] Group 2 - The estimate for 'Customers' stands at 1,797, up from 1,600 in the same quarter last year, indicating growth in customer acquisition [5] - Analysts project 'Gross Profit- Software' to reach $113.10 million, compared to $94.66 million in the previous year, showing an increase in profitability [5] - Onestream shares have experienced a change of -0.6% in the past month, compared to a -1% change in the Zacks S&P 500 composite, suggesting relative stability [5]

Core Viewpoint - Analysts forecast that Pembina Pipeline (PBA) will report quarterly earnings of $0.50 per share, indicating a year-over-year decline of 24.2%, with anticipated revenues of $1.12 billion, reflecting a decrease of 27.2% compared to the previous year [1] Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that analysts have collectively reevaluated their initial estimates during this period [2] - Prior to the earnings release, revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong link between earnings estimate revisions and short-term stock price performance [3] Key Metrics Forecast - Analysts predict 'Pipelines Volumes - Conventional' to reach 1,043.58 thousand barrels of oil equivalent per day, up from 1,034.00 thousand barrels per day a year ago [5] - 'Pipelines Volumes - Transmission' is expected to reach 723.41 thousand barrels of oil equivalent per day, slightly up from 720.00 thousand barrels per day in the same quarter last year [5] - 'Pipelines Volumes - Oil Sands & Heavy Oil' is projected at 1,048.27 thousand barrels of oil equivalent per day, compared to 1,036.00 thousand barrels per day a year ago [6] - 'Marketing & New Ventures Volumes - Total' is expected to reach 365.42 thousand barrels of oil equivalent per day, up from 349.00 thousand barrels per day in the same quarter last year [7] - 'Facilities Volumes - Gas Services' is forecasted at 468.50 thousand barrels of oil equivalent per day, down from 597.00 thousand barrels per day in the same quarter last year [8] - 'Facilities Volumes - NGL Services' is estimated at 280.33 thousand barrels of oil equivalent per day, slightly up from 280.00 thousand barrels per day a year ago [9] - 'Facilities Volumes - Total' is projected to be 748.83 thousand barrels of oil equivalent per day, down from 877.00 thousand barrels per day in the same quarter last year [10] - 'Pipelines Volumes - Total' is expected to reach 2,815.26 thousand barrels of oil equivalent per day, compared to 2,790.00 thousand barrels per day in the same quarter last year [11] Stock Performance - Over the past month, Pembina Pipeline shares have recorded returns of +8.6%, contrasting with the Zacks S&P 500 composite's -1% change, indicating a performance that aligns with the overall market [11]

Core Insights - Myriad Genetics reported revenue of $209.8 million for the quarter ended December 2025, a decrease of 0.4% year-over-year, with an EPS of $0.04 compared to $0.03 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $207.59 million by 1.07%, while the EPS surprised positively by 350% against a consensus estimate of -$0.02 [1] Revenue Breakdown - Prenatal revenue was $44.9 million, below the two-analyst average estimate of $47.02 million, showing no year-over-year change [4] - Hereditary Cancer revenue reached $96.8 million, surpassing the average estimate of $94.87 million, reflecting a year-over-year increase of 2.7% [4] - Tumor Profiling revenue was reported at $31.5 million, exceeding the two-analyst average estimate of $28.59 million, with a year-over-year growth of 2.3% [4] Stock Performance - Myriad's shares have declined by 26.9% over the past month, contrasting with a 1.8% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]