Core Viewpoint - Expand Energy (EXE) reported quarterly earnings of $2 per share, exceeding the Zacks Consensus Estimate of $1.89 per share, and showing significant growth from $0.55 per share a year ago, indicating strong performance in the oil and gas sector [1] Financial Performance - The company achieved revenues of $2.31 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.56%, and up from $1.6 billion in the same quarter last year [2] - Over the last four quarters, Expand Energy has exceeded consensus EPS estimates three times and topped revenue estimates two times [2] Stock Performance - Expand Energy shares have declined approximately 5.7% since the beginning of the year, contrasting with the S&P 500's slight decline of 0.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.34 on revenues of $2.46 billion, and for the current fiscal year, it is $8.19 on revenues of $9.43 billion [7] - The trend of earnings estimate revisions for Expand Energy was mixed prior to the earnings release, which may influence future stock performance [6] Industry Context - The Alternative Energy - Other industry, to which Expand Energy belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

Core Viewpoint - FuelCell Energy (FCEL) shares experienced a significant rally of 7.5% due to investor enthusiasm surrounding a new strategic collaboration with Sustainable Development Capital LLP, which aims to explore up to 450 megawatts of fuel-cell deployments for data centers [1][2]. Company Performance - FCEL closed at $8.64, recovering from an 8.2% loss over the past four weeks, indicating a notable increase in trading volume [1]. - The company is expected to report a quarterly loss of $0.65 per share, reflecting a year-over-year change of +54.2%, while revenues are projected to reach $41.19 million, up 116.8% from the previous year [3]. Market Sentiment - The partnership with SDCL enhances FCEL's position as a power provider for AI-driven demand, improving execution visibility and lifting sentiment regarding future growth potential [2]. - The consensus EPS estimate for FCEL has remained unchanged over the last 30 days, suggesting that stock price movements may be influenced by trends in earnings estimate revisions [4]. Industry Context - FuelCell Energy is categorized under the Zacks Alternative Energy - Other industry, where Texas Pacific (TPL) also operates, closing 2.9% lower at $327.87, with a return of 11.5% over the past month [5]. - TPL's consensus EPS estimate has decreased by 3.9% over the past month, indicating a change of +1.2% compared to the previous year [6].

Core Viewpoint - GE Vernova (GEV) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations [1][6]. Earnings Performance - GE Vernova has a solid track record of surpassing earnings estimates, with an average surprise of 59.24% over the last two quarters [2]. - In the most recent quarter, GE Vernova reported earnings of $1.6 per share against an expectation of $1.86, resulting in a surprise of 16.25% [3]. - For the previous quarter, the consensus estimate was $0.45 per share, while the actual earnings were $0.91 per share, leading to a surprise of 102.22% [3]. Earnings Estimates and Predictions - Recent estimates for GE Vernova have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6][9]. - The current Earnings ESP for GE Vernova is +7.11%, suggesting that analysts have become more optimistic about the company's earnings prospects [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high probability of another earnings beat [9]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [7]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [8].

Core Viewpoint - Constellation Energy Corporation (CEG) has seen its shares increase by approximately 11.7% over the past month, outperforming the S&P 500, raising questions about the sustainability of this positive trend leading up to the next earnings release [1] Earnings Estimates - Fresh estimates for Constellation Energy Corporation have shown an upward trend over the past two months [2] VGM Scores - Constellation Energy Corporation currently holds an average Growth Score of C, a Momentum Score of B, and a Value Score of C, resulting in an aggregate VGM Score of C, indicating a middle-tier position in investment strategy [3] Outlook - The company has a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns from the stock in the upcoming months [4] Industry Performance - Constellation Energy Corporation is part of the Zacks Alternative Energy - Other industry, where TC Energy (TRP) has gained 0.6% over the past month. TC Energy reported revenues of $2.52 billion for the quarter ended March 2025, reflecting a year-over-year decline of 19.8% [5] - TC Energy is projected to post earnings of $0.58 per share for the current quarter, indicating a year-over-year change of -15.9%, with a Zacks Consensus Estimate change of +0.3% over the last 30 days, also holding a Zacks Rank of 3 (Hold) and a VGM Score of C [6]

Core Viewpoint - Excelerate Energy is positioned well to continue its streak of beating earnings estimates, having consistently exceeded expectations in recent quarters [1][2]. Group 1: Earnings Performance - For the most recent quarter, Excelerate Energy reported earnings of $0.40 per share, surpassing the expected $0.32 per share, resulting in a surprise of 25% [2]. - In the previous quarter, the company reported $0.35 per share against an expectation of $0.32 per share, achieving a surprise of 9.38% [2]. - The average surprise for the last two quarters was 17.19% [1]. Group 2: Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Excelerate Energy, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for Excelerate Energy is +1.84%, suggesting analysts have recently become more optimistic about the company's earnings prospects [8]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. Group 3: Zacks Rank and Future Outlook - Excelerate Energy holds a Zacks Rank of 1 (Strong Buy), which, combined with its positive Earnings ESP, indicates a high probability of another earnings beat [8]. - The next earnings report for Excelerate Energy is expected to be released on May 7, 2025 [8].