The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Roche Holding AG (RHHBY) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.Roche Holding AG is one of 1000 companies in the Medical group. The Medical group currently sits at #2 within the Zacks Sector Rank. The Zacks Sector Rank includes 16 different g ...

Core Viewpoint - Pfizer reported quarterly earnings of $0.92 per share, exceeding the Zacks Consensus Estimate of $0.64 per share, and showing an increase from $0.82 per share a year ago, representing an earnings surprise of 43.75% [1][2] Financial Performance - Pfizer's revenues for the quarter ended March 2025 were $13.72 billion, which missed the Zacks Consensus Estimate by 0.88% and decreased from $14.88 billion year-over-year [2] - Over the last four quarters, Pfizer has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Pfizer shares have declined approximately 13.1% since the beginning of the year, compared to a 6% decline in the S&P 500 [3] - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.58 on revenues of $13.74 billion, and for the current fiscal year, it is $2.99 on revenues of $63.48 billion [7] - The estimate revisions trend for Pfizer is currently favorable, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Large Cap Pharmaceuticals industry, to which Pfizer belongs, is currently ranked in the top 14% of over 250 Zacks industries, suggesting a positive outlook for stocks in this sector [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 Insights - AbbVie reported quarterly earnings of $2.46 per share, exceeding the Zacks Consensus Estimate of $2.39 per share, and showing an increase from $2.31 per share a year ago, representing an earnings surprise of 2.93% [1] - The company achieved revenues of $13.34 billion for the quarter, surpassing the Zacks Consensus Estimate by 3.39% and increasing from $12.31 billion year-over-year [2] - AbbVie has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of AbbVie’s stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $3.09 on revenues of $14.8 billion, and for the current fiscal year, it is $12.20 on revenues of $59.58 billion [7] Industry Context - The Large Cap Pharmaceuticals industry, to which AbbVie belongs, is currently ranked in the top 21% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of AbbVie’s stock may also be influenced by the overall industry outlook and trends [8] Competitor Insights - Eli Lilly, a competitor in the same industry, is expected to report quarterly earnings of $3.52 per share, reflecting a year-over-year increase of 36.4%, with revenues anticipated to be $12.62 billion, up 43.9% from the previous year [9][10]

Merck (MRK) came out with quarterly earnings of $2.22 per share, beating the Zacks Consensus Estimate of $2.15 per share. This compares to earnings of $2.07 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 3.26%. A quarter ago, it was expected that this pharmaceutical company would post earnings of $1.69 per share when it actually produced earnings of $1.72, delivering a surprise of 1.78%. Over the last four quarters, the com ...

The most recent trading session ended with Eli Lilly (LLY) standing at $827.54, reflecting a +1.16% shift from the previouse trading day's closing. The stock lagged the S&P 500's daily gain of 2.51%. Elsewhere, the Dow gained 2.66%, while the tech-heavy Nasdaq added 2.71%. Based on our research, we believe these estimate revisions are directly related to near-team stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a cl ...

Company Overview - Pfizer is expected to report quarterly earnings of $0.67 per share, reflecting a year-over-year decline of 18.3% [3] - Revenues are anticipated to be $13.88 billion, down 6.7% from the same quarter last year [3] - The Most Accurate Estimate for Pfizer is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -7.23% [10] Earnings Expectations - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from analysts [4] - A positive or negative Earnings ESP reading indicates the likely deviation of actual earnings from the consensus estimate, with positive readings being more predictive of earnings beats [7][8] - Despite a Zacks Rank of 2 (Buy), the negative Earnings ESP makes it challenging to predict an earnings beat for Pfizer [11] Historical Performance - In the last reported quarter, Pfizer exceeded expectations by delivering earnings of $0.63 per share against an expected $0.48, resulting in a surprise of +31.25% [12] - Over the past four quarters, Pfizer has consistently beaten consensus EPS estimates [13] Industry Context - AbbVie, a peer in the Large Cap Pharmaceuticals industry, is expected to post earnings of $2.40 per share, indicating a year-over-year increase of 3.9% [17] - AbbVie's revenue is projected to be $12.91 billion, up 4.8% from the previous year [17] - AbbVie has an Earnings ESP of -0.92% and a Zacks Rank of 3 (Hold), making it difficult to predict an earnings beat [18]

Company Overview - Eli Lilly (LLY) shares increased by 14.3% to close at $839.96, following a notable trading volume that exceeded typical levels. This rise contrasts with a 12.2% loss over the previous four weeks [1][2]. Drug Development - The stock's surge was driven by positive topline results from the phase III ACHIEVE-1 study of orforglipron for type 2 diabetes (T2D), which showed a significant reduction in A1C levels by 1.3% to 1.6% over 40 weeks. Over 65% of patients on the highest dose achieved A1C levels of 6.5% or lower, and patients lost an average of 16 pounds (7.9%) [2]. Financial Performance - Eli Lilly is projected to report quarterly earnings of $4.44 per share, reflecting a year-over-year increase of 72.1%. Expected revenues are $12.64 billion, up 44.2% from the same quarter last year [3]. Earnings Estimates - The consensus EPS estimate for Eli Lilly has been revised 1.1% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [4]. Industry Context - Eli Lilly is part of the Zacks Large Cap Pharmaceuticals industry, where Merck (MRK) also operates. Merck's stock closed 2% higher at $78, but has seen a return of -18.7% over the past month [4].

Group 1: AbbVie Earnings Expectations - AbbVie is expected to report a year-over-year increase in earnings, with an EPS of $2.47, reflecting a change of +6.9%, and revenues of $12.88 billion, up 4.7% from the previous year [3][12] - The earnings report is scheduled for April 25, 2025, and could influence the stock price depending on whether the results meet or exceed expectations [2][4] - The consensus EPS estimate has been revised 0.05% lower in the last 30 days, indicating a slight bearish sentiment among analysts [4][10] Group 2: Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that AbbVie has a negative Earnings ESP of -3.61%, suggesting analysts have become more pessimistic about the company's earnings prospects [10][11] - Despite the negative Earnings ESP, AbbVie holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [11][16] - Historically, AbbVie has beaten consensus EPS estimates in the last four quarters, with a surprise of +1.41% in the most recent quarter [12][13] Group 3: Industry Comparison - Merck, another player in the pharmaceuticals industry, is expected to report an EPS of $2.16, representing a year-over-year change of +4.4%, with revenues projected at $15.48 billion, down 1.9% from the previous year [17] - Merck's consensus EPS estimate has been revised down by 4% over the last 30 days, resulting in an Earnings ESP of -2.04% [18] - Similar to AbbVie, Merck has a Zacks Rank of 3, complicating predictions for an earnings beat [18]

Core Insights - Johnson & Johnson (JNJ) reported quarterly earnings of $2.77 per share, exceeding the Zacks Consensus Estimate of $2.57 per share, and showing an increase from $2.71 per share a year ago, resulting in an earnings surprise of 7.78% [1] - The company achieved revenues of $21.89 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.26% and up from $21.38 billion year-over-year [2] - Johnson & Johnson has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future stock price movement will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings performance [3] - Current consensus EPS estimate for the upcoming quarter is $2.67 on revenues of $22.61 billion, and for the current fiscal year, it is $10.54 on revenues of $90.22 billion [7] Industry Context - The Large Cap Pharmaceuticals industry, to which Johnson & Johnson belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] Competitor Insights - Merck (MRK), another company in the same industry, is expected to report quarterly earnings of $2.16 per share, reflecting a year-over-year increase of 4.4%, with revenues anticipated to be $15.48 billion, down 1.9% from the previous year [9][10]

Company Performance - Merck (MRK) closed at $79.17, reflecting a slight decrease of -0.01% from the previous day, underperforming the S&P 500 which gained 0.79% [1] - The stock has experienced a significant decline of 16.27% over the past month, compared to the Medical sector's loss of 8.97% and the S&P 500's loss of 3.56% [1] Upcoming Earnings - Merck's earnings report is scheduled for April 24, 2025, with an expected EPS of $2.16, representing a 4.35% increase from the same quarter last year [2] - Revenue is anticipated to be $15.48 billion, indicating a decrease of 1.85% compared to the previous year [2] Fiscal Year Estimates - For the entire fiscal year, Zacks Consensus Estimates predict earnings of $8.96 per share and revenue of $64.99 billion, reflecting increases of +17.12% and +1.27% respectively from the prior year [3] - Recent modifications to analyst estimates are crucial as they often indicate near-term business trends, with positive revisions suggesting a favorable business outlook [3][4] Zacks Rank and Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown a strong track record, with 1 stocks averaging an annual return of +25% since 1988 [5] - Merck currently holds a Zacks Rank of 3 (Hold), with a recent 0.53% decline in the Zacks Consensus EPS estimate [5] Valuation Metrics - Merck is trading at a Forward P/E ratio of 8.84, which is lower than the industry average Forward P/E of 13.03 [6] - The company's PEG ratio stands at 0.72, compared to the average PEG ratio of 1.19 for Large Cap Pharmaceuticals [6] Industry Overview - The Large Cap Pharmaceuticals industry is part of the Medical sector and currently holds a Zacks Industry Rank of 72, placing it in the top 30% of over 250 industries [7] - The Zacks Industry Rank evaluates the strength of industry groups based on the average Zacks Rank of individual stocks, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [7]