Samsara Inc. (IOT) ended the recent trading session at $34.40, demonstrating a -1.12% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.43%. Elsewhere, the Dow lost 0.77%, while the tech-heavy Nasdaq lost 0.22%. Coming into today, shares of the company had lost 10.77% in the past month. In that same time, the Computer and Technology sector gained 2.56%, while the S&P 500 gained 2.65%. Analysts and investors alike will be keeping a close eye on the ...

Key Takeaways BMBL shares fell 8% after Q2 earnings revealed that paying users declined 8.7% to 3.8 million.Total users dropped from 58 million in 2023 to 50 million, while revenues fell 7.6% to $248M.Q3 guidance projects further decline with revenues expected to fall 9% to 12% year over year.Bumble (BMBL) shares tumbled 8% in after-hours trading following second-quarter 2025 earnings that revealed deepening customer retention challenges, with paying users declining 8.7% to 3.8 million. The dating app opera ...

Key Takeaways BILL expects Q4 revenues of $370.5-$380.5M, up 811%, with EPS of $0.39-$0.43.Core revenues are projected at $335-$345M, with strong growth in transaction fees driving gains.BILL is expected to have processed 32.4M Q4 transactions, showing strong SMB engagement.BILL Holdings, Inc. (BILL) is set to report its fourth-quarter 2025 results on Aug. 27.For the fiscal fourth quarter of 2025, management has guided revenues of $370.5 to $380.5 million, denoting growth in the 8-11% range, and non-GAAP EP ...

Key Takeaways Opendoor's Q2 revenues rose 4% YoY to $1.57B, with 4,299 homes sold, up from 4,078 a year earlier.OPEN guides Q3 revenues at $800-$875M, sharply down from $1.4B a year ago amid housing weakness.Despite risks, OPEN trades at a P/S ratio of 0.52, a discount vs. peers, signaling potential entry appeal.Since reporting the second quarter of 2025 earnings, Opendoor Technologies Inc. (OPEN) has trended upward 30.9% to date, outperforming the Zacks Internet - Software industry, the Zacks Computer and ...

Zoom Communications (ZM) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $1.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +11.68%. A quarter ago, it was expected that this video-conferencing company would post earnings of $1.3 per share when it actually produced earnings of $1.43, delivering a surprise of +10%.Over the last four qua ...

Core Insights - Workday reported quarterly earnings of $2.21 per share, exceeding the Zacks Consensus Estimate of $2.09 per share, and up from $1.75 per share a year ago, representing an earnings surprise of +5.74% [1] - The company achieved revenues of $2.35 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 0.35% and increasing from $2.09 billion year-over-year [2] - Workday has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of Workday's stock price movement will 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 $2.11 on revenues of $2.42 billion, and for the current fiscal year, it is $8.70 on revenues of $9.5 billion [7] Industry Context - The Internet - Software industry, to which Workday 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 impact Workday's performance [5] Stock Performance - Workday shares have underperformed the market, losing about 11.8% since the beginning of the year, while the S&P 500 has gained 8.7% [3] - The estimate revisions trend for Workday was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6]

Key Takeaways BlackBerry's QNX unveiled QOS 8.0, a safety-certified OS for mission-critical embedded systems.QOS 8.0 embeds safety and security into software, streamlining compliance and certification.QNX revenue hit $57.5M in Q1, boosted by royalty gains and strong auto and embedded market demand.BlackBerry Limited’s (BB) QNX unit has unveiled the QNX Operating System for Safety (QOS) 8.0, a next-generation, safety-certified platform designed to power mission-critical embedded systems across industries suc ...

Core Insights - Reddit shares have surged 49.6% in the past month, outperforming the broader Zacks Computer & Technology sector and the Zacks Internet - Software industry [1] - The company reported second-quarter 2025 earnings of 45 cents per share, beating estimates by 25 cents, with revenues of $499.63 million, surpassing estimates by 16.9% and increasing 77.9% year over year [2] - For Q3 2025, Reddit expects revenues between $535 million and $545 million, indicating a year-over-year growth of 54-56% [3] Financial Performance - Reddit's advertising revenues surged 84% year over year to $465 million in Q2 2025, driven by strong demand for direct-response formats [11] - The Zacks Consensus Estimate for Q3 advertising revenues is pegged at $438.3 million, reflecting continued growth in this segment [11] - The consensus estimate for Q3 2025 earnings is 49 cents per share, a significant increase from the previous year's EPS of 16 cents [3] User Engagement and Growth - Reddit's AI tools, such as Reddit Answers and translation features, are enhancing user engagement globally, with Reddit Answers reaching 6 million weekly users [8][13] - International Daily Active Uniques (DAUq) grew 32% year over year, indicating strong global adoption, with a consensus mark for Q3 DAUq at 113.17 million [13] - Focus markets like France, Spain, and Brazil contributed significantly to international growth and are expected to remain key drivers [14] Strategic Developments - Reddit's advertising platform has expanded to include performance marketing solutions, attracting more sophisticated marketers [10] - The company is leveraging its unique content for data licensing, with Q3 consensus for other revenues, including data licensing, at $34.6 million [14] - The platform's ability to scale authentic content through AI-driven features positions it for sustained revenue expansion [19] Valuation - Reddit shares are trading at a premium with a forward 12-month P/S ratio of 16.5X compared to the Zacks Internet - Software industry's 5.58X [16] - The company holds a Zacks Rank 1 (Strong Buy) and a Growth Score of B, indicating a strong investment opportunity [20]

Core Viewpoint - VNET Group reported a quarterly loss of $0.01 per share, missing the Zacks Consensus Estimate of $0.02, and showing a significant decline from earnings of $0.06 per share a year ago, indicating a -150.00% earnings surprise [1] Financial Performance - The company posted revenues of $339.8 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 5.75%, and representing an increase from $274.35 million in the same quarter last year [2] - Over the last four quarters, VNET Group has surpassed consensus revenue estimates three times [2] Stock Performance - VNET Group shares have increased approximately 68.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.7% [3] Future Outlook - The company's earnings outlook will be crucial for determining the stock's immediate price movement, with current consensus EPS estimates at $0.03 for the coming quarter and $0.03 on $1.31 billion in revenues for the current fiscal year [4][7] - The estimate revisions trend for VNET Group was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which VNET Group belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - MongoDB's stock closed at $212.70, reflecting a -2.7% change from the previous day, underperforming compared to the S&P 500's -0.24% loss [1] - The upcoming earnings report is expected to show an EPS of $0.64, an 8.57% decline year-over-year, with anticipated revenue of $551.05 million, a 15.26% increase from the same quarter last year [2] - For the full year, earnings are projected at $3.07 per share, down 16.12% from the previous year, while revenue is expected to reach $2.28 billion, up 13.48% [3] Analyst Estimates - Recent changes in analyst estimates for MongoDB are crucial as they reflect short-term business trends and analysts' confidence in performance [4] - The Zacks Rank system, which evaluates estimate changes, indicates MongoDB currently holds a Zacks Rank of 3 (Hold), with no changes in the EPS estimate over the last 30 days [6] Valuation Metrics - MongoDB's Forward P/E ratio stands at 71.25, significantly higher than the industry average of 28.95, indicating a premium valuation [7] - The company has a PEG ratio of 7.31, compared to the Internet - Software industry's average PEG ratio of 2.26, suggesting a higher valuation relative to growth expectations [8] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, ranks in the top 30% of all industries, with a Zacks Industry Rank of 74 [8] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1, highlighting the competitive positioning of MongoDB's industry [9]