Core Viewpoint - Ready Capital (RC) reported break-even quarterly earnings per share, missing the Zacks Consensus Estimate of $0.12, and showing a significant decline from $0.29 per share a year ago, resulting in an earnings surprise of -100% [1][2] Financial Performance - The company posted revenues of $14.5 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 73.83%, and a significant drop from year-ago revenues of $48.55 million [2] - Over the last four quarters, Ready Capital has surpassed consensus EPS estimates two times but has not beaten consensus revenue estimates [2] Stock Performance - Ready Capital shares have declined approximately 35.3% since the beginning of the year, contrasting with the S&P 500's decline of -4.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $57.73 million, and for the current fiscal year, it is $0.65 on revenues of $241.85 million [7] Industry Outlook - The REIT and Equity Trust industry, to which Ready Capital belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Ready Capital's stock performance [5][6]

Core Viewpoint - Claros Mortgage Trust, Inc. reported a quarterly loss of $0.25 per share, which was better than the Zacks Consensus Estimate of a loss of $0.32, indicating an earnings surprise of 21.88% [1]. Financial Performance - The company posted revenues of $43.38 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 25.94%, and a decline from $58.83 million in the same quarter last year [2]. - Over the last four quarters, the company has surpassed consensus EPS estimates four times but has only topped consensus revenue estimates once [2]. Stock Performance - Claros Mortgage Trust, Inc. shares have declined approximately 43.8% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3]. - The current consensus EPS estimate for the upcoming quarter is $0.02 on revenues of $61.93 million, and for the current fiscal year, it is -$0.23 on revenues of $244.84 million [7]. Industry Outlook - The REIT and Equity Trust industry, to which Claros Mortgage Trust belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting potential challenges ahead [8]. - The performance of Claros Mortgage Trust may be influenced by the overall outlook of the industry, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]. Future Expectations - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call and the revisions of earnings estimates in the near future [3][4]. - The estimate revisions trend for Claros Mortgage Trust is currently mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6].

Company Performance - Ares Commercial Real Estate (ACRE) reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of a loss of $0.07 per share, and showing improvement from a loss of $0.62 per share a year ago, resulting in an earnings surprise of 285.71% [1] - The company posted revenues of $27.48 million for the quarter ended March 2025, which missed the Zacks Consensus Estimate by 17.73% and decreased from year-ago revenues of $44.03 million [2] - Over the last four quarters, ACRE has surpassed consensus EPS estimates only once and has not beaten consensus revenue estimates during this period [2] Stock Outlook - Ares Commercial Real Estate shares have declined approximately 30.1% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $31.75 million, and for the current fiscal year, it is -$0.17 on revenues of $126.6 million [7] - The estimate revisions trend for ACRE is currently unfavorable, leading to a Zacks Rank of 4 (Sell), indicating expected underperformance in the near future [6] Industry Context - The REIT and Equity Trust industry, to which ACRE belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting that stocks in the top 50% of Zacks-ranked industries outperform those in the bottom 50% by more than 2 to 1 [8]

Group 1: Earnings Performance - Cherry Hill Mortgage (CHMI) reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of $0.11 per share, and up from $0.13 per share a year ago, representing an earnings surprise of 54.55% [1] - The company posted revenues of $2.17 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 17.33%, compared to revenues of -$0.91 million a year ago [2] - Over the last four quarters, Cherry Hill has surpassed consensus EPS estimates only once [2] Group 2: Stock Performance and Outlook - Cherry Hill shares have increased approximately 13.3% since the beginning of the year, while the S&P 500 has declined by 3.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.12 on $3 million in revenues, and for the current fiscal year, it is $0.52 on $13.67 million in revenues [7] Group 3: Industry Context - The REIT and Equity Trust industry, to which Cherry Hill belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Cherry Hill's stock performance [5] - The estimate revisions trend for Cherry Hill is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]

Core Insights - AG Mortgage Investment Trust (MITT) reported quarterly earnings of $0.20 per share, missing the Zacks Consensus Estimate of $0.24 per share, and down from $0.21 per share a year ago, representing an earnings surprise of -16.67% [1] - The company posted revenues of $18.85 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 0.80%, and up from $17.18 million year-over-year [2] - The stock has lost about 0.3% since the beginning of the year, outperforming the S&P 500's decline of -3.9% [3] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $0.27 on $20 million in revenues, and $1.06 on $82 million in revenues for the current fiscal year [7] - The estimate revisions trend for AG Mortgage Investment Trust is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The REIT and Equity Trust industry is currently in the top 37% of Zacks industries, suggesting that stocks in the top 50% of Zacks-ranked industries tend to outperform the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - Ready Capital (RC) is positioned to continue its earnings-beat streak, having surpassed earnings estimates consistently in recent quarters [1][5]. Earnings Performance - In the last reported quarter, Ready Capital achieved earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.21 per share, resulting in a surprise of 9.52% [2]. - In the previous quarter, the company was expected to report earnings of $0.23 per share but delivered $0.25 per share, leading to a surprise of 8.70% [2]. Earnings Estimates and Predictions - Estimates for Ready Capital have been trending higher, influenced by its history of earnings surprises [5]. - The stock has a positive Zacks Earnings ESP of +8.33%, indicating that analysts have recently become more optimistic about the company's earnings prospects [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong possibility of another earnings beat in the upcoming report [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 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].

Core Viewpoint - Angel Oak Mortgage (AOMR) reported quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.27 per share, but showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of -37.04% [1] Group 1: Earnings and Revenue Performance - The company posted revenues of $32.87 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.34%, compared to $25.21 million in the same quarter last year [2] - Over the last four quarters, the company has exceeded consensus revenue estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is $0.29 on revenues of $34.18 million, and for the current fiscal year, it is $1.18 on revenues of $139.54 million [7] Group 2: Stock Performance and Market Comparison - Angel Oak shares have increased by approximately 2.9% since the beginning of the year, contrasting with the S&P 500's decline of -3.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Group 3: Industry Outlook - The REIT and Equity Trust industry, to which Angel Oak belongs, is currently ranked in the bottom 45% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

Core Viewpoint - Arbor Realty Trust (ABR) reported quarterly earnings of $0.28 per share, missing the Zacks Consensus Estimate of $0.35 per share, and down from $0.47 per share a year ago, indicating a -20% earnings surprise [1] Financial Performance - The company posted revenues of $240.69 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.45%, and down from $321.29 million year-over-year [2] - Over the last four quarters, Arbor Realty Trust has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Arbor Realty Trust shares have lost about 20% since the beginning of the year, compared to the S&P 500's decline of -4.7% [3] - The current consensus EPS estimate for the coming quarter is $0.34 on revenues of $241.45 million, and for the current fiscal year, it is $1.35 on revenues of $950.63 million [7] Industry Outlook - The REIT and Equity Trust industry is currently in the top 37% of over 250 Zacks industries, indicating that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - NexPoint (NREF) reported quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.46 per share, compared to a loss of $0.46 per share a year ago, indicating an earnings surprise of -10.87% [1] Group 1: Earnings Performance - Over the last four quarters, NexPoint has surpassed consensus EPS estimates three times [2] - The company posted revenues of $11.51 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 19.39%, compared to year-ago revenues of -$12.81 million [2] - The current consensus EPS estimate for the coming quarter is $0.50 on revenues of $10.17 million, and for the current fiscal year, it is $2 on revenues of $40.55 million [7] Group 2: Stock Performance and Outlook - NexPoint shares have declined approximately 6.8% since the beginning of the year, while the S&P 500 has decreased by 5.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] - The estimate revisions trend for NexPoint is mixed, and changes in earnings expectations may occur following the recent earnings report [6] Group 3: Industry Context - The REIT and Equity Trust industry, to which NexPoint belongs, is currently in the top 33% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [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]

Core Viewpoint - Redwood Trust reported quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.17 per share, but showing an improvement from $0.08 per share a year ago, indicating a -17.65% earnings surprise [1] - The company posted revenues of $27.9 million for the quarter, missing the consensus estimate by 10.89%, compared to $24 million in the same quarter last year [2] Earnings Performance - Over the last four quarters, Redwood Trust has surpassed consensus EPS estimates two times [2] - The company had an earnings surprise of -18.75% in the previous quarter, where it was expected to post earnings of $0.16 per share but delivered $0.13 [1] Stock Performance - Redwood Trust shares have declined approximately 4.8% since the beginning of the year, while the S&P 500 has seen a decline of 5.5% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates for the upcoming quarter at $0.20 on revenues of $30.55 million, and $0.82 on revenues of $126.96 million for the current fiscal year [7] - The estimate revisions trend for Redwood Trust is currently favorable, resulting in a Zacks Rank 1 (Strong Buy) for the stock, suggesting expected outperformance in the near future [6] Industry Context - The REIT and Equity Trust industry, to which Redwood Trust belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, indicating potential challenges ahead [8]