Company Performance - Veeva Systems (VEEV) closed at $279.76, down 1.02% from the previous trading session, underperforming the S&P 500 which lost 0.08% [1] - Over the last month, VEEV shares decreased by 0.6%, outperforming the Medical sector's loss of 3.99% but lagging behind the S&P 500's gain of 1.21% [2] Upcoming Earnings - Veeva Systems is set to release its earnings report on August 27, 2025, with an expected EPS of $1.9, reflecting a 17.28% growth year-over-year [3] - The Zacks Consensus Estimate for revenue is projected at $767.61 million, indicating a 13.52% increase from the previous year [3] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $7.64 per share and revenue of $3.1 billion, representing year-over-year changes of +15.76% and +12.78%, respectively [4] - Recent changes in analyst estimates for Veeva Systems may indicate shifting business trends, with positive revisions suggesting analyst optimism [4] Valuation Metrics - Veeva Systems has a Forward P/E ratio of 36.98, which is a premium compared to the industry average of 23.67 [7] - The company has a PEG ratio of 1.59, while the industry average PEG ratio is 2.66 [7] Industry Ranking - The Medical Info Systems industry, part of the Medical sector, holds a Zacks Industry Rank of 91, placing it in the top 37% of over 250 industries [8] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [8]

Core Viewpoint - 10x Genomics reported quarterly earnings of $0.28 per share, significantly beating the Zacks Consensus Estimate of a loss of $0.35 per share, marking an earnings surprise of +180.00% [1][2] Financial Performance - The company posted revenues of $172.91 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 24.00% and showing an increase from $153.1 million in the same quarter last year [2] - Over the last four quarters, 10x Genomics has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - 10x Genomics shares have declined approximately 11.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.25 on revenues of $144.82 million, and for the current fiscal year, it is -$1.12 on revenues of $593.29 million [7] - The trend of estimate revisions for 10x Genomics was favorable ahead of the earnings release, suggesting potential positive movements in stock performance [6] Industry Context - The Medical Info Systems industry, to which 10x Genomics belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8]

Group 1 - Doximity reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.31 per share, and showing an increase from $0.28 per share a year ago, resulting in an earnings surprise of +16.13% [1] - The company achieved revenues of $145.91 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.47%, and up from $126.68 million year-over-year [2] - Doximity has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Group 2 - The stock has gained approximately 8.9% since the beginning of the year, compared to the S&P 500's gain of 7.9% [3] - The future performance of Doximity's stock will largely depend on management's commentary during the earnings call and the outlook for earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.35 on revenues of $150.43 million, and for the current fiscal year, it is $1.46 on revenues of $625.72 million [7] Group 3 - The Medical Info Systems industry, to which Doximity belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Doximity's stock performance [5][6]

Core Insights - Enovis (ENOV) reported quarterly earnings of $0.79 per share, exceeding the Zacks Consensus Estimate of $0.74 per share, and up from $0.62 per share a year ago, representing an earnings surprise of +6.76% [1] - The company achieved revenues of $564.55 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.83% and increasing from $525.16 million year-over-year [2] - Enovis has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +9.46%, with actual earnings of $0.81 per share against an expectation of $0.74 [1] - The current consensus EPS estimate for the upcoming quarter is $0.66, with expected revenues of $535.09 million, and for the current fiscal year, the EPS estimate is $3.04 on revenues of $2.24 billion [7] Stock Performance and Outlook - Enovis shares have declined approximately 41.3% year-to-date, contrasting with the S&P 500's gain of 7.9% [3] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Medical Info Systems industry, to which Enovis belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1 - Privia Health reported quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.05 per share, and down from $0.03 per share a year ago, representing an earnings surprise of -60.00% [1] - The company posted revenues of $521.15 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 11.24%, compared to year-ago revenues of $422.33 million [2] - Privia Health has topped consensus revenue estimates four times over the last four quarters [2] Group 2 - The stock's immediate price movement will depend on management's commentary on the earnings call and future earnings expectations [3] - Privia Health shares have added about 1.2% since the beginning of the year, underperforming the S&P 500's gain of 7.9% [3] Group 3 - The current consensus EPS estimate for the coming quarter is $0.07 on revenues of $474.01 million, and $0.21 on revenues of $1.91 billion for the current fiscal year [7] - The estimate revisions trend for Privia Health was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Group 4 - The Medical Info Systems industry, to which Privia Health belongs, is currently in the top 37% of over 250 Zacks industries, suggesting a favorable outlook [8]

Group 1: Earnings Performance - Schrodinger, Inc. reported a quarterly loss of $0.59 per share, better than the Zacks Consensus Estimate of a loss of $0.83, representing an earnings surprise of +28.92% [1] - The company posted revenues of $54.76 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.08%, compared to year-ago revenues of $47.33 million [2] - Over the last four quarters, Schrodinger has surpassed consensus EPS estimates just once, but has topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Schrodinger shares have increased by approximately 1.8% since the beginning of the year, while the S&P 500 has gained 7.1% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at -$0.77 for the coming quarter and -$2.54 for the current fiscal year [4][7] - The estimate revisions trend for Schrodinger was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Group 3: Industry Context - The Medical Info Systems industry, to which Schrodinger belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, Veeva Systems, is expected to report quarterly earnings of $1.90 per share, reflecting a year-over-year change of +17.3%, with revenues projected at $767.61 million, up 13.5% from the previous year [9]

Financial Performance - Outset Medical reported a quarterly loss of $0.84 per share, significantly better than the Zacks Consensus Estimate of a loss of $1.76, and an improvement from a loss of $7.05 per share a year ago, representing an earnings surprise of +52.27% [1] - The company posted revenues of $31.42 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 5.54% and up from $27.39 million in the same quarter last year [2] Stock Performance - Outset Medical shares have declined approximately 15.3% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The current Zacks Rank for Outset Medical is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is -$1.61 on revenues of $30.4 million, and for the current fiscal year, it is -$5.99 on revenues of $121.7 million [7] - The estimate revisions trend for Outset Medical was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Medical Info Systems industry, to which Outset Medical belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - Claritev Corporation (CTEV) reported quarterly earnings of $0.32 per share, significantly beating the Zacks Consensus Estimate of a loss of $2.69 per share, and improving from a loss of $1.2 per share a year ago, resulting in an earnings surprise of +111.90% [1] - The company generated revenues of $241.57 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 4.38% and showing an increase from $233.48 million in the same quarter last year [2] - Claritev Corporation's stock has increased approximately 167.4% year-to-date, outperforming the S&P 500's gain of 7.1% [3] Earnings Outlook - The future performance of Claritev Corporation's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is -$2.62 on revenues of $231.53 million, and for the current fiscal year, it is -$12.20 on revenues of $928.06 million [7] Industry Context - The Medical Info Systems industry, to which Claritev Corporation belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5]

分组1 - MDxHealth SA reported a quarterly loss of $0.15 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.13, but an improvement from a loss of $0.31 per share a year ago, indicating a surprise of -15.38% [1] - The company posted revenues of $26.61 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.02% and showing an increase from $22.16 million in the same quarter last year [2] - MDxHealth SA shares have increased by approximately 4.2% since the beginning of the year, while the S&P 500 has gained 7.6%, indicating underperformance relative to the broader market [3] 分组2 - The earnings outlook for MDxHealth SA is uncertain, with current consensus EPS estimates of -$0.11 for the coming quarter and -$0.52 for the current fiscal year, alongside expected revenues of $27.8 million and $108.5 million respectively [7] - The Zacks Industry Rank places the Medical Info Systems sector in the top 29% of over 250 Zacks industries, suggesting that companies in the top half of the rankings tend to outperform those in the bottom half by more than 2 to 1 [8] - The estimate revisions trend for MDxHealth SA was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating that the stock is expected to perform in line with the market in the near future [6]

Group 1 - American Well Corporation (AMWL) reported a quarterly loss of $1.24 per share, which was better than the Zacks Consensus Estimate of a loss of $1.84, and an improvement from a loss of $3.36 per share a year ago, resulting in an earnings surprise of +32.61% [1] - The company posted revenues of $70.9 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 11.42%, and showing an increase from year-ago revenues of $62.79 million [2] - American Well has surpassed consensus EPS estimates four times over the last four quarters and has topped consensus revenue estimates three times during the same period [2] Group 2 - The stock has underperformed the market, losing about 2.9% since the beginning of the year, while the S&P 500 has gained 7.6% [3] - The current consensus EPS estimate for the upcoming quarter is -$1.98 on revenues of $63.11 million, and for the current fiscal year, it is -$6.91 on revenues of $255.84 million [7] - The Medical Info Systems industry, to which American Well belongs, is currently ranked in the top 29% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8]