Core Viewpoint - QuinStreet reported quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.26 per share, but showing an increase from $0.11 per share a year ago, indicating a mixed performance in earnings despite revenue growth [1][2]. Financial Performance - The company posted revenues of $262.05 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.59% and showing a year-over-year increase from $198.32 million [2]. - Over the last four quarters, QuinStreet has surpassed consensus revenue estimates three times, but has only exceeded EPS estimates once [2]. Stock Performance - QuinStreet shares have declined approximately 26.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.9%, indicating underperformance relative to the broader market [3]. - The current Zacks Rank for QuinStreet is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6]. Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.24 on revenues of $298.89 million, and for the current fiscal year, it is $1.05 on revenues of $1.17 billion [7]. - The trend of earnings estimate revisions is mixed ahead of the earnings release, which could influence future stock performance [6]. Industry Context - QuinStreet operates within the Zacks Internet - Delivery Services industry, which is currently ranked in the top 12% of over 250 Zacks industries, suggesting a favorable industry outlook that could positively impact stock performance [8].

Company Performance - GoDaddy reported quarterly earnings of $1.41 per share, exceeding the Zacks Consensus Estimate of $1.34 per share, and up from $1.1 per share a year ago, representing an earnings surprise of +5.22% [1] - The company posted revenues of $1.22 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.12%, and an increase from $1.12 billion year-over-year [2] - Over the last four quarters, GoDaddy has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Stock Performance - GoDaddy shares have declined approximately 21.6% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The current Zacks Rank for GoDaddy is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.47 on revenues of $1.23 billion, and for the current fiscal year, it is $5.92 on revenues of $4.9 billion [7] - The outlook for the Internet - Delivery Services industry, to which GoDaddy belongs, is currently in the top 12% of over 250 Zacks industries, suggesting a favorable environment for performance [8]

分组1 - Asure Software Inc (ASUR) reported quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.15 per share, representing an earnings surprise of -40.00% [1] - The company posted revenues of $30.12 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 3.49%, compared to year-ago revenues of $28.04 million [2] - Over the last four quarters, Asure Software has surpassed consensus EPS estimates just once and topped consensus revenue estimates only once [2] 分组2 - The current consensus EPS estimate for the coming quarter is $0.26 on revenues of $33.85 million, and for the current fiscal year, it is $0.90 on revenues of $135.27 million [7] - The Zacks Industry Rank for Internet - Delivery Services is currently in the top 13% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Asure Software's stock performance [5][6]

Core Viewpoint - MakeMyTrip reported quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.45 per share, but showing an increase from $0.39 per share a year ago, indicating a -6.67% earnings surprise [1][2] Financial Performance - The company posted revenues of $268.85 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.99%, compared to $254.52 million in the same quarter last year [2] - Over the last four quarters, MakeMyTrip has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Stock Performance - MakeMyTrip shares have declined approximately 13% since the beginning of the year, contrasting with the S&P 500's gain of 7.2% [3] - The current consensus EPS estimate for the upcoming quarter is $0.43 on revenues of $256.02 million, and for the current fiscal year, it is $1.97 on revenues of $1.16 billion [7] Industry Outlook - The Internet - Delivery Services industry, to which MakeMyTrip belongs, is currently ranked in the top 11% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - MakeMyTrip (MMYT) is currently facing challenges in stock performance, with a notable decline over the past month, while upcoming earnings are anticipated to show growth in both EPS and revenue compared to the previous year [2][3][4]. Company Performance - The stock price of MakeMyTrip ended at $93.01, reflecting a +2.25% change from the previous day's closing price, outperforming the S&P 500 which fell by 0.4% [1]. - Over the last month, MakeMyTrip's shares have decreased by 9.83%, underperforming the Computer and Technology sector which gained 6.34% and the S&P 500 which increased by 4.97% [2]. Upcoming Earnings - MakeMyTrip is set to release its earnings report on July 22, 2025, with an expected EPS of $0.45, indicating a 15.38% increase from the same quarter last year [3]. - The consensus estimate for revenue is projected at $277.12 million, representing an 8.88% year-over-year increase [3]. Full-Year Estimates - The Zacks Consensus Estimates for MakeMyTrip's full-year earnings are $1.96 per share and revenue of $1.16 billion, which would signify year-over-year growth of +25.64% and +18.78%, respectively [4]. Analyst Sentiment - Recent changes in analyst estimates for MakeMyTrip are crucial, as positive revisions indicate optimism regarding the company's business and profitability [4]. - The Zacks Rank for MakeMyTrip is currently 5 (Strong Sell), reflecting a decline of 0.61% in the consensus EPS projection over the past 30 days [6]. Valuation Metrics - MakeMyTrip's Forward P/E ratio stands at 46.53, which is significantly higher than the industry average Forward P/E of 14.77, indicating a premium valuation [7]. - The Internet - Delivery Services industry, to which MakeMyTrip belongs, has a Zacks Industry Rank of 94, placing it in the top 39% of over 250 industries [7].

Group 1 - MakeMyTrip's stock decreased by 1.27% to $93.36, underperforming the S&P 500's gain of 0.61% and the Nasdaq's increase of 0.95% [1] - Over the past month, MakeMyTrip shares have declined by 4.26%, while the Computer and Technology sector gained 5.6% and the S&P 500 increased by 3.85% [1] Group 2 - The upcoming earnings report for MakeMyTrip is anticipated, with projected earnings per share (EPS) of $0.45, reflecting a 15.38% increase year-over-year [2] - Revenue is expected to reach $277.12 million, indicating an 8.88% growth compared to the same quarter last year [2] Group 3 - For the entire fiscal year, earnings are projected at $1.98 per share and revenue at $1.16 billion, representing increases of 26.92% and 18.78% respectively from the previous year [3] - Recent analyst estimate revisions are seen as positive indicators for MakeMyTrip's business outlook [3] Group 4 - The Zacks Rank system, which evaluates estimate changes, indicates that MakeMyTrip currently holds a Zacks Rank of 5 (Strong Sell) [5] - The Zacks Rank has a historical track record of outperforming, with stocks rated 1 yielding an average annual return of +25% since 1988 [5] Group 5 - MakeMyTrip is trading at a Forward P/E ratio of 47.88, significantly higher than the industry average Forward P/E of 15.37 [6] - The Internet - Delivery Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 90, placing it in the top 37% of over 250 industries [6] Group 6 - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Industry Overview - The Zacks Internet - Delivery Services industry includes companies providing services through Internet-based platforms, such as food delivery, online travel booking, and web hosting [2] - Growth-stage companies in this industry are increasing spending on R&D and sales & marketing, which may hinder short-term profitability [2] Growth Drivers - The rise in smartphone usage and improved Internet access are creating significant opportunities for the industry, with 4G and emerging 5G technology enhancing user experiences [3] - Shifting consumer preferences towards convenience and online services are expected to benefit the industry, particularly in food ordering and travel booking [4] - Technological advancements, such as smart routing algorithms and real-time GPS tracking, are improving delivery efficiency and customer experience [5] Challenges - Persistent macroeconomic uncertainties, inflation, and high interest rates pose challenges to the industry [1] - Higher upfront costs associated with market expansion may negatively impact profitability, especially as competition intensifies from major tech companies like Amazon and Alphabet [7] - The potential fallout from tariff wars could indirectly affect revenue growth and margins due to reduced spending from small businesses and startups [6] Market Performance - The Zacks Internet - Delivery Services industry has outperformed the S&P 500 and the broader Computer and Technology sector, rising 23.2% over the past year compared to 11.7% and 11% respectively [11] - The industry currently holds a Zacks Industry Rank of 55, placing it in the top 22% of approximately 250 Zacks industries, indicating solid near-term prospects [9][10] Valuation - The industry is trading at a forward 12-month price-to-sales (P/S) ratio of 1.81X, significantly lower than the S&P 500's 5.23X and the sector's 6.62X [14] Company Highlights - **Vipshop Holdings**: An online discount retailer in China, benefiting from a growing online shopping trend and a focus on high-margin apparel businesses. The Zacks Consensus Estimate for current-year earnings is $2.49 per share [19][21] - **QuinStreet**: A provider of online marketing services, well-positioned to capitalize on the shift to online business models. The Zacks Consensus Estimate for fiscal 2026 earnings is $1.05 per share [24][25] - **GoDaddy**: An Internet domain registrar and web hosting company, experiencing growth in its Applications & Commerce business. The Zacks Consensus Estimate for 2025 earnings is $5.92 per share [28][30] - **Asure Software**: A cloud computing firm focused on human capital management solutions, with a Zacks Consensus Estimate for 2025 earnings of 90 cents per share [33][34]

Company Performance - MakeMyTrip's stock closed at $99.82, with a daily increase of +1.86%, outperforming the S&P 500's gain of 0.52% [1] - The stock has decreased by 3.93% over the past month, underperforming the Computer and Technology sector's gain of 9.55% and the S&P 500's gain of 5.95% [1] Earnings Forecast - The upcoming earnings report projects earnings per share (EPS) of $0.46, representing a 17.95% increase year-over-year [2] - Revenue is estimated to be $277.12 million, indicating an 8.88% increase compared to the same quarter last year [2] Annual Estimates - For the entire year, earnings are forecasted at $1.98 per share and revenue at $1.16 billion, reflecting increases of +26.92% and +18.78% respectively compared to the previous year [3] Analyst Sentiment - Recent modifications to analyst estimates for MakeMyTrip are being monitored, as they indicate changing near-term business trends [4] - Positive estimate revisions suggest analyst optimism regarding the company's business and profitability [4] Zacks Rank and Valuation - MakeMyTrip currently holds a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [6] - The company has a Forward P/E ratio of 49.62, which is a premium compared to its industry's Forward P/E of 17.47 [6] Industry Context - MakeMyTrip operates within the Internet - Delivery Services industry, which is part of the Computer and Technology sector [7] - This industry has a Zacks Industry Rank of 53, placing it in the top 22% of over 250 industries [7]

Group 1 - MakeMyTrip's stock closed at $100.42, with a +1.67% change, outperforming the S&P 500's gain of 0.38% [1] - The stock has decreased by 6.01% over the past month, underperforming the Computer and Technology sector's gain of 11.61% and the S&P 500's gain of 6.6% [1] Group 2 - The upcoming earnings report is expected to show an EPS of $0.46, a 17.95% increase year-over-year, with revenue forecasted at $277.12 million, reflecting an 8.88% growth [2] - For the full year, earnings are projected at $1.98 per share and revenue at $1.16 billion, indicating increases of +26.92% and +18.78% respectively from the previous year [3] Group 3 - Recent analyst estimate revisions indicate optimism about MakeMyTrip's business and profitability [3] - The Zacks Rank system, which correlates estimate changes with stock prices, currently ranks MakeMyTrip at 4 (Sell) [5] Group 4 - MakeMyTrip's Forward P/E ratio is 50.01, significantly higher than the industry average of 17.82 [6] - The Internet - Delivery Services industry, part of the Computer and Technology sector, ranks in the top 22% of over 250 industries according to the Zacks Industry Rank [6]

Company Performance - QuinStreet reported quarterly earnings of $0.21 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.06 per share a year ago [1] - The company posted revenues of $269.84 million for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.02%, and up from $168.59 million year-over-year [2] - QuinStreet has surpassed consensus revenue estimates three times over the last four quarters [2] Stock Movement and Outlook - QuinStreet shares have declined approximately 23.1% since the beginning of the year, compared to a 4.7% decline in the S&P 500 [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.25 on revenues of $253.22 million, and for the current fiscal year, it is $0.88 on revenues of $1.08 billion [7] Industry Context - The Internet - Delivery Services industry, to which QuinStreet belongs, is currently ranked in the bottom 19% of over 250 Zacks industries, indicating potential challenges [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact QuinStreet's performance [5][6]