Hims & Hers Health, Inc. (HIMS) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Inspire Medical Systems (INSP) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than e ...

In the latest close session, Veeva Systems (VEEV) was up +1.83% at $291.25. The stock's change was more than the S&P 500's daily gain of 0.07%. Meanwhile, the Dow experienced a drop of 0.7%, and the technology-dominated Nasdaq saw an increase of 0.18%. Heading into today, shares of the provider of cloud-based software services for the life sciences industry had gained 2.33% over the past month, lagging the Medical sector's gain of 2.39% and the S&P 500's gain of 5.71%.The upcoming earnings release of Veeva ...

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Omnicell, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Omnicell is expected to report quarterly earnings of $0.31 per share, reflecting a year-over-year decrease of 39.2% [3]. - Revenues are projected to be $276.76 million, indicating no change from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 42.1% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Omnicell currently holds a Zacks Rank of 4, complicating predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, Omnicell exceeded expectations with earnings of $0.26 per share, a surprise of +62.50% [13]. - The company has beaten consensus EPS estimates in all of the last four quarters [14]. Market Reaction Considerations - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment [15]. - Omnicell does not appear to be a compelling candidate for an earnings beat, suggesting investors should consider additional factors before making decisions [17].

Company Performance - Doximity's stock (DOCS) decreased by 1.44% to $59.38, underperforming the S&P 500's daily gain of 0.06% [1] - Over the past month, Doximity's stock has increased by 3.92%, while the Medical sector has declined by 1.83% and the S&P 500 has risen by 5.88% [1] Earnings Forecast - Doximity is expected to release its earnings on August 7, 2025, with a forecasted EPS of $0.31, reflecting a 10.71% increase from the same quarter last year [2] - Revenue is projected to be $139.67 million, indicating a 10.26% growth compared to the corresponding quarter of the previous year [2] Full-Year Estimates - The Zacks Consensus Estimates for Doximity's full-year earnings are $1.46 per share and revenue of $625.72 million, representing year-over-year changes of +2.82% and +9.7%, respectively [3] - Recent adjustments to analyst estimates suggest evolving short-term business trends, with positive revisions indicating analyst optimism [3] Valuation Metrics - Doximity has a Forward P/E ratio of 41.3, which is higher than the industry average of 28.27 [6] - The company also has a PEG ratio of 4.48, compared to the Medical Info Systems industry's average PEG ratio of 3.23 [6] Industry Ranking - The Medical Info Systems industry, part of the Medical sector, holds a Zacks Industry Rank of 81, placing it in the top 33% of over 250 industries [7] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks within the industry, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Company Performance - Veeva Systems (VEEV) shares decreased by 2.13% to $276.46, underperforming the S&P 500's daily gain of 0.54% [1] - Over the past month, Veeva's shares increased by 0.37%, outperforming the Medical sector's decline of 2.12% but lagging behind the S&P 500's rise of 4.2% [1] Upcoming Earnings - Veeva Systems is expected to report an EPS of $1.9, reflecting a 17.28% increase year-over-year [2] - The projected revenue for the upcoming earnings is $767.61 million, which is a 13.52% increase compared to the same quarter last year [2] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $7.64 per share and revenue of $3.1 billion, indicating year-over-year growth of 15.76% and 12.78%, respectively [3] - Recent changes in analyst estimates suggest positive sentiment towards Veeva's business operations and profit generation capabilities [3] Zacks Rank and Valuation - Veeva Systems currently holds a Zacks Rank of 2 (Buy), with the consensus EPS estimate increasing by 0.6% over the last 30 days [5] - The company has a Forward P/E ratio of 36.95, which is higher than the industry average of 28.78, and a PEG ratio of 1.59, compared to the Medical Info Systems industry's average PEG ratio of 3.29 [6] Industry Context - The Medical Info Systems industry, part of the Medical sector, has a Zacks Industry Rank of 83, placing it in the top 34% of over 250 industries [7] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [7]

Core Insights - Tempus AI (TEM) experienced a 7.3% increase in stock price after receiving FDA 510(k) clearance for its ECG-Low EF software, marking its second AI tool approved in cardiology [1] - The company reported a 75% increase in revenues and nearly doubled gross profit in Q1 2025, alongside a $200 million foundation model deal with AstraZeneca and Pathos [1][8] Stock Performance - Over the past three months, TEM stock surged by 48.3%, significantly outperforming the Medical Info Systems industry (11.9%) and the Medical sector (1%) [2] - The S&P 500 index rose by 18.7% during the same period, indicating strong relative performance for Tempus AI [2] Strategic Developments - The FDA clearance for the ECG-Low EF software enhances Tempus AI's clinical diagnostics portfolio, enabling earlier detection of heart failure risks through standard ECGs [5] - A $200 million partnership with AstraZeneca and Pathos aims to develop a large oncology foundation model, increasing Tempus AI's total contract value to over $1 billion [6][8] Revenue Growth - The hereditary testing segment, bolstered by the integration of Ambry Genetics, generated $63.5 million in revenue, reflecting a 23% increase in testing volumes [9] - This growth indicates a successful expansion into inherited disease risk assessment, tapping into a larger market of at-risk individuals [9] Valuation Metrics - The average price target for TEM suggests a potential increase of 19.3% from the last closing price of $66.70 [10] - Currently, TEM is trading at a forward 12-month price-to-sales (P/S) ratio of 7.34, higher than the industry average of 5.56 and peers like iRhythm (5.78) and SOPHiA GENETICS (2.80) [13] Long-term Outlook - Despite impressive momentum and growth, the stock's high valuation relative to peers suggests a cautious near-term approach [14] - Long-term fundamentals remain strong, with ongoing innovation and execution in diagnostics, data licensing, and AI platform development [16]

Core Insights - The year 2025 is expected to be a turning point in global healthcare, driven by digital transformation and operational pressures, with significant backing from initiatives like Trump's $500 billion Stargate AI project [1][6] - The Medical Info Systems industry is projected to grow rapidly, with the health tech market anticipated to expand from $880 billion in 2025 to $3.3 trillion by 2034, driven by demand for telehealth, AI, IoMT, and cybersecurity [1][2] Industry Overview - The Zacks Medical Info Systems industry includes companies that develop healthcare information systems, providing software and hardware solutions for secure access to real-time data [3] - The focus on patient satisfaction and data security has increased the demand for big data, cloud computing, blockchain, and AI solutions [3] Trends Impacting the Industry - AI adoption in healthcare is significant, with applications in drug synthesis, diagnostics, and patient monitoring, supported by initiatives like the Stargate project [4] - The global AI in healthcare market is projected to reach $95.65 billion by 2025, indicating strong growth potential [4] - The demand for remote healthcare is increasing, with the smart healthcare products market valued at $145.9 billion in 2023 and expected to grow to $485.71 billion by 2032, at a CAGR of 12.78% [5] Challenges Facing the Industry - The $500 billion Stargate AI initiative faces challenges from new tariffs, which have increased costs for critical AI infrastructure by 10-25%, leading to delays in hardware upgrades [6] - Tariffs on copper, aluminum, and steel are expected to raise production costs, with 88% of healthcare executives anticipating price hikes of at least 18% [6] Industry Performance - The Zacks Medical Info Systems industry ranks 88, placing it in the top 36% of over 250 Zacks industries, indicating strong near-term prospects [8] - The industry has outperformed the S&P 500 and the Zacks Medical sector over the past year, gaining 12% compared to the sector's decline of 15.4% [10] Current Valuation - The industry is currently trading at a forward price-to-sales (P/S) ratio of 5.54X, compared to the S&P 500's 5.25X and the sector's 2.23X [13] Investment Opportunities - Companies like Veeva Systems, 10x Genomics, and Insight Molecular Diagnostics are highlighted as potential investment opportunities, with strong earnings outlooks [2][18][21][25] - Veeva Systems is expected to report a 15.8% improvement in fiscal 2026 earnings, with revenue growth of 12.8% [19] - 10x Genomics anticipates a 27.8% jump in earnings for 2026, with revenue growth of 5.8% [22] - Insight Molecular Diagnostics projects a 43.5% increase in earnings for 2025 [26]

Company Performance - Doximity (DOCS) closed at $61.55, with a +2.24% increase from the previous day, outperforming the S&P 500's gain of 0.14% [1] - Prior to the latest trading session, Doximity shares had gained 7.65%, contrasting with the Medical sector's loss of 1.34% and the S&P 500's gain of 3.97% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of $0.31, reflecting a 10.71% increase year-over-year [2] - Revenue is anticipated to be $139.67 million, indicating a 10.26% rise compared to the same quarter last year [2] - For the annual period, earnings are projected at $1.46 per share and revenue at $625.72 million, representing increases of +2.82% and +9.7% respectively from the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for Doximity suggest a favorable outlook on the company's business health and profitability [4] - The Zacks Rank system indicates that changes in estimates are correlated with stock price performance, with Doximity currently holding a Zacks Rank of 3 (Hold) [5][6] Valuation Metrics - Doximity is trading at a Forward P/E ratio of 41.26, which is a premium compared to the industry average of 28.13 [7] - The company has a PEG ratio of 4.48, while the Medical Info Systems industry has an average PEG ratio of 2.64 [8] Industry Context - The Medical Info Systems industry, part of the Medical sector, holds a Zacks Industry Rank of 85, placing it in the top 35% of over 250 industries [9] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [9]

Company Performance - Doximity (DOCS) closed at $61.09, with a +1.13% change from the previous day, outperforming the S&P 500's gain of 0.52% [1] - The stock has increased by 16.31% over the past month, significantly surpassing the Medical sector's gain of 3.5% and the S&P 500's gain of 5.95% [1] Upcoming Earnings Report - Doximity is expected to report an EPS of $0.31, reflecting a 10.71% increase from the same quarter last year [2] - Revenue is forecasted at $139.67 million, indicating a 10.26% rise compared to the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $1.46 per share, with a revenue estimate of $625.72 million, showing increases of +2.82% and +9.7% respectively from the previous year [3] Analyst Estimates and Confidence - Recent changes in analyst estimates for Doximity are important as they reflect near-term business trends, with positive revisions indicating analysts' confidence in the company's performance [3][4] Zacks Rank and Performance - Doximity currently holds a Zacks Rank of 3 (Hold), with a consensus EPS projection that has increased by 0.5% in the past 30 days [5] - The Zacks Rank system has a proven track record of outperformance, with 1 stocks returning an average of +25% annually since 1988 [5] Valuation Metrics - Doximity has a Forward P/E ratio of 41.41, which is a premium compared to the industry average Forward P/E of 32.04 [6] - The company has a PEG ratio of 4.49, higher than the industry average PEG ratio of 2.75 [7] Industry Ranking - The Medical Info Systems industry, to which Doximity belongs, ranks in the top 31% of all industries, with a current Zacks Industry Rank of 74 [7]