Company Overview - MakeMyTrip (MMYT) shares increased by 5.2% to close at $82.6, with notable trading volume compared to typical sessions [1] - The stock has gained 3.2% over the past four weeks, driven by growth in international air ticketing and hotel revenues [1] Financial Performance Expectations - The company is expected to report quarterly earnings of $0.43 per share, reflecting a year-over-year increase of 10.3% [2] - Revenues are anticipated to reach $313.62 million, representing a 17.3% increase from the same quarter last year [2] Earnings Estimate Trends - The consensus EPS estimate for MakeMyTrip has remained unchanged over the last 30 days, indicating a potential lack of momentum in stock price movement [3] - Trends in earnings estimate revisions are correlated with near-term stock price movements, suggesting the need to monitor future revisions closely [3] Industry Context - MakeMyTrip is part of the Zacks Internet - Delivery Services industry, which includes other companies like QuinStreet (QNST) [4] - QuinStreet's consensus EPS estimate has also remained unchanged, with a year-over-year change of 5% [5]

MakeMyTrip (MMYT) closed the most recent trading day at $71.39, moving +1.54% from the previous trading session. The stock outperformed the S&P 500, which registered a daily gain of 0.54%. On the other hand, the Dow registered a gain of 0.61%, and the technology-centric Nasdaq increased by 0.65%. Shares of the online travel company witnessed a loss of 13.11% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 1.42%, and the S&P 500's loss of 0.8%.Analysts ...

Core Viewpoint - QuinStreet reported quarterly earnings of $0.22 per share, matching the Zacks Consensus Estimate, and showing no change from the previous year [1] - The company achieved revenues of $285.85 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.10% and up from $279.22 million year-over-year [2] Financial Performance - Earnings per share (EPS) for the last quarter was $0.25, which was below the expected $0.26, resulting in a surprise of -3.85% [1] - Over the last four quarters, QuinStreet has not surpassed consensus EPS estimates [1] - The company has topped consensus revenue estimates three times in the last four quarters [2] Stock Performance - QuinStreet shares have declined approximately 35.4% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] - The current Zacks Rank for QuinStreet is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $271.91 million, and for the current fiscal year, it is $1.06 on revenues of $1.19 billion [7] - The outlook for the Internet - Delivery Services industry, where QuinStreet operates, is currently in the bottom 32% of over 250 Zacks industries, which may impact stock performance [8]

Core Insights - Asure Software Inc (ASUR) reported quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.22 per share, representing an earnings surprise of -31.82% [1] - The company posted revenues of $36.25 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.60%, compared to year-ago revenues of $29.3 million [2] - Asure Software shares have declined approximately 13.5% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Performance - Over the last four quarters, Asure Software has exceeded consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $0.31 on revenues of $38.09 million, and for the current fiscal year, it is $0.79 on revenues of $138.78 million [7] Market Outlook - The company's earnings outlook and management's commentary on the earnings call will be crucial for future stock price movements [3][4] - The Zacks Industry Rank for Internet - Delivery Services is in the top 22% of over 250 Zacks industries, indicating a favorable industry outlook [8] Estimate Revisions - The estimate revisions trend for Asure Software was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]

Core Insights - GoDaddy (GDDY) reported quarterly earnings of $1.51 per share, exceeding the Zacks Consensus Estimate of $1.50 per share, and up from $1.32 per share a year ago, representing an earnings surprise of +0.67% [1] - The company achieved revenues of $1.27 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.79% and increasing from $1.15 billion year-over-year [2] - GoDaddy has outperformed consensus revenue estimates four times over the last four quarters [2] Earnings Performance - GoDaddy has surpassed consensus EPS estimates two times in the last four quarters [2] - The company had a previous earnings expectation of $1.34 per share, but reported $1.41, resulting in a surprise of +5.22% [1] Stock Performance - GoDaddy shares have declined approximately 35.9% since the beginning of the year, while the S&P 500 has gained 17.2% [3] - The current Zacks Rank for GoDaddy is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.66 on revenues of $1.28 billion, and for the current fiscal year, it is $6.06 on revenues of $4.92 billion [7] - The outlook for the Internet - Delivery Services industry, where GoDaddy operates, is currently in the top 22% of Zacks industries, suggesting a favorable environment for stock performance [8]

Core Insights - MakeMyTrip reported quarterly earnings of $0.37 per share, missing the Zacks Consensus Estimate of $0.45 per share, representing an earnings surprise of -17.78% [1] - The company posted revenues of $229.34 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 13.22% [2] - MakeMyTrip shares have declined approximately 19.9% since the beginning of the year, contrasting with the S&P 500's gain of 16.9% [3] Earnings Performance - Over the last four quarters, MakeMyTrip has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $0.59, with expected revenues of $337.09 million, and for the current fiscal year, the estimate is $2.16 on revenues of $1.19 billion [7] Industry Outlook - The Internet - Delivery Services industry, to which MakeMyTrip belongs, is currently in the top 11% 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 MakeMyTrip's stock performance [5]

Core Insights - MakeMyTrip's stock price increased by 1.92% to $90.73, outperforming the S&P 500's gain of 1.07% [1] - The company has experienced a decline of 12.59% prior to the recent trading session, lagging behind the Computer and Technology sector's gain of 2.68% [1] Earnings Performance - MakeMyTrip is expected to report earnings on October 28, 2025, with an estimated EPS of $0.45, reflecting a 25% growth year-over-year [2] - The Zacks Consensus Estimate for revenue is projected at $264.28 million, indicating a 25.26% increase from the same quarter last year [2] - For the full year, analysts anticipate earnings of $2.16 per share and revenue of $1.19 billion, representing increases of 38.46% and 21.79% respectively [3] Analyst Forecasts - Recent revisions to analyst forecasts for MakeMyTrip are important as they indicate changing business trends, with positive revisions suggesting an optimistic outlook [4] - Estimate revisions are correlated with near-term share price momentum, which can be leveraged by investors using the Zacks Rank system [5] Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown that 1 ranked stocks have an average annual return of +25% since 1988 [6] - MakeMyTrip currently holds a Zacks Rank of 3 (Hold), with the EPS estimate remaining unchanged over the last 30 days [6] - The company's Forward P/E ratio is 41.21, significantly higher than the industry average of 13.31, indicating that MakeMyTrip is trading at a premium [7] Industry Context - MakeMyTrip operates within the Internet - Delivery Services industry, which is part of the Computer and Technology sector, currently ranked 31 in the Zacks Industry Rank, placing it in the top 13% of over 250 industries [7][8] - The Zacks Industry Rank suggests that the top 50% of rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - MakeMyTrip's stock closed at $92.68, reflecting a -1.46% change from the previous day's closing price, which is less than the S&P 500's daily gain of 0.58% [1] - The stock has decreased by 3.92% over the past month, underperforming compared to the Computer and Technology sector's gain of 6.37% and the S&P 500's gain of 3.68% [1] Earnings Estimates - The upcoming EPS for MakeMyTrip is projected at $0.45, indicating a 25.00% increase compared to the same quarter of the previous year [2] - The consensus estimate for revenue is $264.28 million, representing a 25.26% increase from the same quarter last year [2] Full-Year Projections - Zacks Consensus Estimates forecast earnings of $2.16 per share and revenue of $1.19 billion for the full year, reflecting year-over-year changes of +38.46% and +21.79%, respectively [3] - Recent changes to analyst estimates for MakeMyTrip are noteworthy, as positive revisions typically indicate a favorable business outlook [3] Valuation Metrics - MakeMyTrip currently has a Forward P/E ratio of 43.54, which is a premium compared to the industry average Forward P/E of 14.07 [6] - The Internet - Delivery Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 53, placing it in the top 22% of over 250 industries [6]

Group 1 - MakeMyTrip's stock increased by 2.17% to $94.34, outperforming the S&P 500's daily gain of 0.06% [1] - Prior to the recent trading session, MakeMyTrip shares had declined by 7.69%, underperforming the Computer and Technology sector's gain of 8.78% and the S&P 500's gain of 3.94% [1] Group 2 - MakeMyTrip is expected to report an EPS of $0.45, reflecting a 25% increase from the prior-year quarter, with projected net sales of $264.28 million, up 25.26% from the year-ago period [2] - For the full year, earnings are projected at $2.16 per share and revenue at $1.19 billion, indicating increases of 38.46% and 21.79% respectively from the previous year [3] Group 3 - Recent adjustments to analyst estimates for MakeMyTrip are important as they reflect near-term business trends, with upward revisions indicating analysts' positive outlook on the company's operations [3] - The Zacks Rank system, which evaluates estimate changes, provides actionable ratings, with 1 stocks historically yielding an average annual return of 25% since 1988 [4][5] Group 4 - MakeMyTrip is currently trading at a Forward P/E ratio of 42.75, significantly higher than the industry average of 14.77, suggesting it is trading at a premium [6] - The Internet - Delivery Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 169, placing it in the bottom 32% of over 250 industries [6][7]

Company Performance - MakeMyTrip (MMYT) ended the recent trading session at $96.70, demonstrating a -5.07% change from the preceding day's closing price, lagging the S&P 500's daily loss of 0.55% [1] - Over the past month, shares of MakeMyTrip had lost 0.39%, underperforming the Computer and Technology sector's gain of 9.88% and the S&P 500's gain of 3.64% [1] Earnings Expectations - Analysts expect MakeMyTrip to post earnings of $0.45 per share in the upcoming release, marking year-over-year growth of 25% [2] - The Zacks Consensus Estimate for revenue is projecting net sales of $264.28 million, up 25.26% from the year-ago period [2] Fiscal Year Projections - For the entire fiscal year, the Zacks Consensus Estimates predict earnings of $2.16 per share and revenue of $1.19 billion, indicating changes of +38.46% and +21.79%, respectively, from the former year [3] - Recent revisions to analyst estimates reflect optimism about the business and profitability [3] Valuation Metrics - MakeMyTrip is currently trading at a Forward P/E ratio of 47.16, which is a premium compared to its industry average Forward P/E of 16.02 [5] Industry Context - The Internet - Delivery Services industry, part of the Computer and Technology sector, carries a Zacks Industry Rank of 103, placing it within the top 42% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]