A month has gone by since the last earnings report for Carvana (CVNA) . Shares have added about 17.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Carvana due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Carvana Co. before we dive into how investors and analysts have reacted as of late.Carvana’s Q3 Earnings Lag EstimatesCa ...

Key Takeaways Alibaba reports Q2 fiscal 2026 earnings on Nov. 25 with revenues expected to rise 2.17% year over year.BABA shares surged 80.8% year to date but face headwinds from China deflation and PDD competition.Heavy AI investments and quick commerce subsidies are compressing margins amid weak consumer sentiment.Alibaba Group Holding Limited (BABA) is scheduled to report second-quarter fiscal 2026 results on Nov. 25.For the fiscal second quarter, the Zacks Consensus Estimate for revenues is pegged at $3 ...

PDD Holdings Inc. Sponsored ADR (PDD) came out with quarterly earnings of $2.96 per share, beating the Zacks Consensus Estimate of $2.21 per share. This compares to earnings of $2.65 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +33.94%. A quarter ago, it was expected that this company would post earnings of $1.91 per share when it actually produced earnings of $3.08, delivering a surprise of +61.26%.Over the last four quart ...

Core Viewpoint - Investors are evaluating the value opportunities between Expedia (EXPE) and MercadoLibre (MELI), with current analysis suggesting that EXPE presents a better value option due to its stronger earnings outlook and favorable valuation metrics [1][7]. Valuation Metrics - EXPE has a forward P/E ratio of 18.02, significantly lower than MELI's forward P/E of 52.36, indicating that EXPE may be undervalued relative to MELI [5]. - The PEG ratio for EXPE is 1.08, while MELI's PEG ratio is 1.51, suggesting that EXPE's expected earnings growth is more favorable compared to its price [5]. - EXPE's P/B ratio stands at 12.32, compared to MELI's P/B of 17.19, further supporting the notion that EXPE is a more attractive investment based on traditional valuation metrics [6]. Earnings Outlook - EXPE holds a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while MELI has a Zacks Rank of 4 (Sell), reflecting a less favorable earnings outlook [3]. - The solid earnings outlook for EXPE, combined with its favorable valuation figures, positions it as the superior value option in the current market [7].

Core Insights - Maplebear (CART) reported quarterly earnings of $0.51 per share, exceeding the Zacks Consensus Estimate of $0.50 per share, and up from $0.42 per share a year ago, representing an earnings surprise of +2.00% [1] - The company achieved revenues of $939 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.49% and increasing from $852 million year-over-year [2] - Maplebear has outperformed consensus EPS estimates three times in the last four quarters and has also topped revenue estimates three times during the same period [2] Financial Performance - The earnings surprise for the previous quarter was +5.13%, with actual earnings of $0.41 per share compared to an expected $0.39 [1] - The current consensus EPS estimate for the upcoming quarter is $0.53, with projected revenues of $971.35 million, and for the current fiscal year, the estimate is $1.82 on revenues of $3.72 billion [7] Market Position - Maplebear shares have declined approximately 11.3% since the beginning of the year, contrasting with the S&P 500's gain of 14.4% [3] - The Zacks Industry Rank places the Internet - Commerce sector in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stocks in this category [8] Future Outlook - The sustainability of Maplebear's stock price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current Zacks Rank for Maplebear is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Core Insights - 1stdibs.com, Inc. reported a third-quarter EPS of -$0.10, exceeding the estimated EPS of -$0.13, resulting in a positive earnings surprise of 23.08% [1][6] - The company's revenue for the quarter was approximately $21.97 million, surpassing the estimated $21.51 million, reflecting a 2.15% increase over the Zacks Consensus Estimate and a year-over-year increase from $21.19 million [2][6] - DIBS's gross profit increased by 9% year-over-year to $16.3 million, with a gross margin improvement to 74.3% from 71.0% in the same quarter of the previous year [4][6] Financial Metrics - The company has a negative price-to-earnings (P/E) ratio of -7.29, while the price-to-sales ratio stands at 1.67, indicating investors are willing to pay $1.67 for every dollar of sales [3] - The enterprise value to sales ratio is 1.63, and the enterprise value to operating cash flow ratio is significantly negative at -59.21, indicating challenges in generating positive cash flow [3] - DIBS maintains a strong liquidity position with a current ratio of approximately 3.87, suggesting it can cover its short-term liabilities [4] Debt and Equity Position - The company's debt-to-equity ratio is about 0.22, indicating a relatively low level of debt compared to equity, contributing to its financial stability [5] - Over the past four quarters, DIBS has exceeded consensus EPS estimates three times, demonstrating its ability to outperform market expectations [5]

Group 1: Company Overview - Expedia (EXPE) is part of the Retail-Wholesale group, which consists of 195 companies and is currently ranked 11 in the Zacks Sector Rank [2] - The Zacks Rank for Expedia is 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] Group 2: Performance Metrics - Over the past three months, the Zacks Consensus Estimate for Expedia's full-year earnings has increased by 2.4%, reflecting improved analyst sentiment [4] - Year-to-date, Expedia has returned approximately 17.9%, significantly outperforming the average return of 7.3% for the Retail-Wholesale sector [4] - In the Internet - Commerce industry, which includes 35 stocks, Expedia is performing better than the average gain of 14.2% this year [6] Group 3: Comparative Analysis - Hennes & Mauritz AB (HNNMY), another stock in the Retail-Wholesale sector, has a year-to-date return of 40.4% and a Zacks Rank of 2 (Buy) [5] - The consensus EPS estimate for Hennes & Mauritz AB has increased by 8.1% over the past three months, indicating a positive trend similar to Expedia [5] - The Retail - Apparel and Shoes industry, to which Hennes & Mauritz AB belongs, has seen a decline of -19.5% this year, contrasting with the performance of Expedia [6]

Core Insights - 1stdibs.com (DIBS) reported a quarterly loss of $0.1 per share, better than the Zacks Consensus Estimate of a loss of $0.13, and an improvement from a loss of $0.15 per share a year ago, resulting in an earnings surprise of +23.08% [1] - The company achieved revenues of $21.97 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.15% and showing growth from $21.19 million in the same quarter last year [2] - 1stdibs has exceeded consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates four times during the same period [2] Financial Performance - The stock has underperformed, losing about 1.7% since the beginning of the year, while the S&P 500 has gained 14.3% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.13 on revenues of $22.83 million, and for the current fiscal year, it is -$0.51 on revenues of $89.01 million [7] Industry Context - The Internet - Commerce industry, to which 1stdibs belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of 1stdibs may be influenced by the overall outlook of the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Core Insights - CarGurus reported quarterly earnings of $0.57 per share, exceeding the Zacks Consensus Estimate of $0.55 per share, and up from $0.45 per share a year ago, representing an earnings surprise of +3.64% [1] - The company achieved revenues of $238.7 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.27% and increasing from $231.36 million year-over-year [2] - CarGurus has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Financial Performance - The earnings surprise for the previous quarter was +5.56%, with actual earnings of $0.57 compared to an expected $0.54 [1] - The current consensus EPS estimate for the upcoming quarter is $0.60, with projected revenues of $237.28 million, and for the current fiscal year, the estimate is $2.17 on revenues of $932.17 million [7] Market Position - CarGurus shares have underperformed the market, losing about 6.8% since the beginning of the year, while the S&P 500 has gained 15.6% [3] - The Zacks Industry Rank places the Internet - Commerce sector in the bottom 41% of over 250 Zacks industries, indicating potential challenges for stock performance [8] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current Zacks Rank for CarGurus is 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [6]

Core Insights - Expedia reported quarterly earnings of $7.57 per share, exceeding the Zacks Consensus Estimate of $7.21 per share, and up from $6.13 per share a year ago, representing an earnings surprise of +4.99% [1] - The company generated revenues of $4.41 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.61% and increasing from $4.06 billion year-over-year [2] - Expedia has outperformed consensus EPS estimates three times in the last four quarters and has also topped revenue estimates three times during the same period [2] Earnings Outlook - The sustainability of Expedia's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.85 on revenues of $3.27 billion, while for the current fiscal year, the estimate is $14.33 on revenues of $14.34 billion [7] Industry Context - The Internet - Commerce industry, to which Expedia belongs, is currently ranked in the bottom 41% 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 can be tracked using tools like the Zacks Rank [5][6]