Core Viewpoint - Stifel Financial (SF) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the consensus outlook suggesting a potential impact on its near-term stock price depending on actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $1.65 per share, reflecting a year-over-year increase of 3.1%, and revenues are projected to be $1.25 billion, up 2.3% from the previous year [3]. - The consensus EPS estimate has been revised 2.17% lower in 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 Stifel matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. - Stifel currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [12]. Historical Performance - In the last reported quarter, Stifel was expected to post earnings of $1.61 per share but only achieved $0.49, resulting in a surprise of -69.57% [13]. - Over the past four quarters, Stifel has beaten consensus EPS estimates twice [14]. Conclusion - Stifel does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when deciding to invest in the stock ahead of the earnings release [17].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Stifel Financial, with a focus on how actual results compare to estimates impacting stock price [1][2] Earnings Expectations - Stifel is expected to report quarterly earnings of $1.61 per share, reflecting an 8.1% increase year-over-year, with revenues projected at $1.26 billion, up 8.5% from the previous year [3] - The consensus EPS estimate has been revised down by 12% over the last 30 days, indicating a reassessment by analysts [4] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% for Stifel [10][11] - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, which increases the likelihood of a positive surprise [8] Historical Performance - In the last reported quarter, Stifel exceeded the expected earnings of $1.97 per share by delivering $2.23, resulting in a surprise of +13.20% [12] - Over the past four quarters, Stifel has beaten consensus EPS estimates twice [13] Conclusion - Stifel does not currently appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of the earnings release [16]