Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for 10x Genomics despite lower revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - 10x Genomics is expected to report a quarterly loss of $0.27 per share, reflecting a year-over-year change of +10% [3]. - Revenue is projected to be $142.39 million, down 6.1% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.46% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for 10x Genomics is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +11.39% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 1 [10]. - 10x Genomics currently holds a Zacks Rank of 1, indicating strong potential for beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, 10x Genomics was expected to post a loss of $0.35 per share but instead reported earnings of $0.28, resulting in a surprise of +180% [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates three times [14]. Industry Context - In the Zacks Medical Info Systems industry, Nyxoah SA is expected to report a loss of $0.61 per share, indicating a year-over-year change of -10.9% [18]. - Nyxoah's revenue is expected to be $1.95 million, up 40.3% from the previous year [18]. - Despite a higher Most Accurate Estimate leading to an Earnings ESP of +19.67%, Nyxoah's Zacks Rank of 4 (Sell) complicates predictions for an earnings beat [19].

Omnicell (OMCL) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +41.67%. A quarter ago, it was expected that this Omnicell Inc. would post earnings of $0.31 per share when it actually produced earnings of $0.45, delivering a surprise of +45.16%.Over the last four quarters, the company ...

Core Insights - Hims & Hers Health, Inc. (HIMS) is set to report its third-quarter 2025 results on November 3, with expectations of improved revenues and earnings per share (EPS) compared to the previous year [1][5]. Performance Factors - The company is anticipated to benefit from the expansion of its personalized healthcare platform, which enhances customer engagement and retention [3]. - Investments in lab testing and pharmacy infrastructure are expected to lead to deeper customization of treatment plans and faster care delivery, increasing subscriber lifetime value [3]. - The launch of the men's hormonal health category, including the oral testosterone product KYZATREX, is likely to attract new male subscribers [4]. - Enhanced AI capabilities are expected to streamline operations, improve customer experience, and bolster user retention and margins [4]. Financial Estimates - The Zacks Consensus Estimate for revenues in Q3 2025 is $583.7 million, reflecting a 45.4% increase from the prior year [5]. - The consensus estimate for EPS is 9 cents, indicating a 50% increase from the previous year's figure [5]. Stock Performance - Over the past three months, HIMS shares have decreased by 28.1%, underperforming the Medical Info Systems sector and the S&P 500 [10]. - HIMS' forward 12-month price-to-sales (P/S) ratio is 3.9X, which is lower than the industry average of 5.8X, suggesting a potential undervaluation relative to expected sales growth [14][17]. Long-Term Growth Potential - The company is expanding into women's hormonal health, targeting a significant market of women entering menopause, with expectations of reaching $1 billion in annual revenues by 2026 [18]. - Hims & Hers is also focusing on global expansion and AI infrastructure development, which are expected to enhance operational efficiency and care outcomes [19]. Investment Outlook - The company shows strong core business strength and growth prospects, making it a potential hold for existing investors [20]. - Valuation metrics suggest that HIMS may outperform its industry peers, but caution is advised for new investments before the earnings report due to the negative Earnings ESP [21].

Core Viewpoint - Doximity (DOCS) is positioned to potentially continue its earnings-beat streak, having shown a strong history of exceeding earnings estimates, particularly in the last two quarters with an average surprise of 28.43% [1][5]. Earnings Performance - In the last reported quarter, Doximity achieved earnings of $0.36 per share, surpassing the Zacks Consensus Estimate of $0.31 per share, resulting in a surprise of 16.13% [2]. - In the previous quarter, the company was expected to report earnings of $0.27 per share but delivered $0.38 per share, leading to a surprise of 40.74% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Doximity, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat, especially given its solid Zacks Rank [5][8]. - The current Earnings ESP for Doximity is +1.32%, suggesting that analysts are optimistic about its near-term earnings potential [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. Upcoming Earnings Report - Doximity's next earnings report is anticipated to be released on November 6, 2025, which could further clarify its earnings trajectory [8].

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Nyxoah SA despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Nyxoah is expected to report a quarterly loss of $0.61 per share, reflecting a year-over-year change of -10.9% [3]. - Revenues are projected to be $1.95 million, which is an increase of 40.3% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 6.1% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Nyxoah is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +19.67% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a potential earnings beat, particularly when combined with a strong Zacks Rank [10]. - Nyxoah currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat despite the positive Earnings ESP [12]. Historical Performance - In the last reported quarter, Nyxoah was expected to post a loss of $0.62 per share but actually reported a loss of -$0.63, resulting in a surprise of -1.61% [13]. - Over the past four quarters, Nyxoah has only beaten consensus EPS estimates once [14]. Industry Comparison - In the Zacks Medical Info Systems industry, Hims & Hers Health, Inc. is expected to report earnings of $0.09 per share, indicating a year-over-year change of +50% [18]. - Hims & Hers Health's revenue is expected to be $583.68 million, up 45.4% from the previous year [19].

Core Viewpoint - The market anticipates that Senseonics Holdings (SENS) will report a year-over-year increase in earnings driven by higher revenues in its upcoming earnings report for the quarter ended September 2025, with a focus on how actual results compare to estimates [1][2]. Financial Expectations - The consensus estimate indicates a quarterly loss of $0.33 per share, reflecting a year-over-year improvement of +58.8% [3]. - Expected revenues are projected to be $8.1 million, representing a significant increase of 90.1% from the same quarter last year [3]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised down by 5.56%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Senseonics is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -20.00%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, but it is more reliable for positive readings [9][10]. - Senseonics currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Senseonics was expected to post a loss of $0.40 per share, matching the actual result with no surprise [13]. - Over the last four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Comparison - Another company in the medical technology sector, Inspire Medical Systems (INSP), is expected to report a loss of $0.09 per share, indicating a year-over-year change of -115%, with revenues projected at $221.44 million, up 9% from the previous year [18][19]. - Inspire Medical Systems has an Earnings ESP of +68.18% and has consistently beaten consensus EPS estimates in the past four quarters, indicating a more favorable outlook compared to Senseonics [20].

Core Insights - Hims & Hers Health, Inc. (HIMS) experienced a decline of 2.3% in its stock price, closing at $47.12, which underperformed compared to the S&P 500's gain of 0.23% on the same day [1] - The company’s stock has seen a significant loss of 18.42% over the past month, contrasting with the Medical sector's gain of 5.57% and the S&P 500's gain of 3.57% [1] Earnings Projections - The upcoming earnings report for Hims & Hers Health, Inc. is scheduled for November 3, 2025, with projected earnings per share (EPS) of $0.09, indicating a 50.00% increase year-over-year [2] - Revenue is expected to reach $583.68 million, reflecting a 45.35% increase compared to the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, Zacks Consensus Estimates predict an EPS of $0.59 and revenue of $2.35 billion, representing increases of +118.52% and +59.39% respectively from the previous year [3] - Recent adjustments to analyst estimates are crucial as they often indicate short-term business trends, with positive revisions suggesting a favorable business outlook [3] Valuation Metrics - Hims & Hers Health, Inc. has a Forward P/E ratio of 81.97, which is significantly higher than the industry average Forward P/E of 40.27 [6] - The company also has a PEG ratio of 3.34, which is comparable to the Medical Info Systems industry's average PEG ratio of 3.32 [7] Industry Ranking - The Medical Info Systems industry, part of the Medical sector, holds a Zacks Industry Rank of 57, placing it in the top 24% of over 250 industries [7] - The Zacks Industry Rank evaluates the performance of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Company Performance - Doximity (DOCS) closed at $68.50, marking a +2.48% move from the prior day, outperforming the S&P 500 which gained 1.23% [1] - The stock has dropped by 10.16% in the past month, underperforming the Medical sector's gain of 4.41% and the S&P 500's gain of 2.45% [1] Upcoming Earnings - Doximity's earnings report is set to be released on November 6, 2025, with projected EPS of $0.38, indicating a 26.67% increase year-over-year [2] - Revenue is expected to be $157.79 million, reflecting a 15.32% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $1.52 per share and revenue at $633.98 million, showing changes of +7.04% and +11.15% respectively from the previous year [3] - Recent revisions in analyst estimates suggest confidence in Doximity's business performance and profit potential [3] Zacks Rank and Valuation - Doximity currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook based on estimate revisions [5] - The company is trading at a Forward P/E ratio of 44.12, which is above the industry average of 40.8, suggesting a premium valuation [6] - Doximity has a PEG ratio of 3.21, compared to the industry average PEG ratio of 3.3 [6] Industry Context - The Medical Info Systems industry, part of the Medical sector, has a Zacks Industry Rank of 55, placing it in the top 23% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, indicating a strong industry performance [7]

Core Insights - Wall Street anticipates a year-over-year increase in earnings for Hims & Hers Health, Inc. (HIMS) driven by higher revenues, with a consensus EPS estimate of $0.09, reflecting a 50% increase from the previous year, and revenues expected to reach $583.68 million, up 45.4% year-over-year [1][3] Earnings Expectations - The upcoming earnings report is scheduled for November 3, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised down by 3.96% over the last 30 days, indicating a reassessment by analysts [4] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Hims & Hers is lower than the consensus, resulting in an Earnings ESP of -12.79%, suggesting a bearish outlook from analysts [12] - The stock currently holds a Zacks Rank of 3, complicating predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Hims & Hers was expected to post earnings of $0.18 per share but delivered $0.17, resulting in a surprise of -5.56% [13] - Over the past four quarters, the company has only beaten consensus EPS estimates once [14] Industry Comparison - Another player in the Zacks Medical Info Systems industry, Omnicell (OMCL), is expected to report earnings of $0.36 per share, reflecting a year-over-year decrease of 35.7%, with revenues projected at $294.06 million, up 4.1% [18] - Omnicell's consensus EPS estimate has been revised up by 8.2% in the last 30 days, but it also has a negative Earnings ESP of -13.89%, making predictions of an earnings beat challenging [19][20]

Core Viewpoint - Hims & Hers Health, Inc. is experiencing a decline in stock price, with upcoming earnings expected to show significant year-over-year growth in both earnings and revenue [1][2][3]. Financial Performance - The company plans to announce its earnings on November 3, 2025, with analysts expecting earnings of $0.09 per share, representing a 50% year-over-year growth [2]. - The Zacks Consensus Estimate for revenue is projecting net sales of $583.68 million, up 45.35% from the previous year [2]. - Full-year estimates call for earnings of $0.59 per share and revenue of $2.35 billion, indicating year-over-year changes of +118.52% and +59.39%, respectively [3]. Analyst Estimates - Recent changes to analyst estimates reflect evolving short-term business trends, with positive revisions indicating a favorable outlook on the company's health and profitability [4]. - The consensus EPS projection has moved 1.63% lower in the past 30 days, and the company currently holds a Zacks Rank of 3 (Hold) [6]. Valuation Metrics - Hims & Hers Health, Inc. has a Forward P/E ratio of 83.89, which is a premium compared to the industry average Forward P/E of 41.13 [7]. - The company's PEG ratio is currently 3.42, compared to the Medical Info Systems industry's average PEG ratio of 3.34 [7]. Industry Context - The Medical Info Systems industry, part of the Medical sector, has a Zacks Industry Rank of 88, placing it within the top 36% of over 250 industries [8]. - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8].