Group 1: Earnings Performance - Toast reported quarterly earnings of $0.24 per share, matching the Zacks Consensus Estimate, and showing a significant increase from $0.02 per share a year ago [1] - The company posted revenues of $1.55 billion for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 1.10% and up from $1.24 billion year-over-year [2] - Over the last four quarters, Toast has surpassed consensus EPS estimates two times and revenue estimates three times [2][1] Group 2: Stock Performance and Outlook - Toast shares have increased approximately 35.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.6% [3] - The future stock price movement will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][3] - The current consensus EPS estimate for the upcoming quarter is $0.24 on revenues of $1.57 billion, and for the current fiscal year, it is $0.95 on revenues of $6.01 billion [7] Group 3: Industry Context - The Internet - Software industry, to which Toast belongs, is currently ranked in the top 32% 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 Toast's stock performance [5]

Core Viewpoint - The market anticipates Appian (APPN) will report a year-over-year increase in earnings driven by higher revenues when it releases its quarterly results for the period ending March 2025 [1][2] Earnings Expectations - Appian is expected to report quarterly earnings of $0.03 per share, reflecting a year-over-year increase of +112.5% [3] - Revenue projections stand at $162.84 million, which is an increase of 8.7% compared to the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised down by 6.82% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings outlook [4] - The Most Accurate Estimate for Appian is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -25%, suggesting a bearish sentiment among analysts [10][11] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with positive readings being more reliable [7][8] - Appian currently holds a Zacks Rank of 3, which complicates the prediction of an earnings beat [11] Historical Performance - In the last reported quarter, Appian was expected to incur a loss of $0.01 per share but instead reported break-even earnings, resulting in a surprise of +100% [12] - Over the past four quarters, Appian has exceeded consensus EPS estimates three times [13] Conclusion - While Appian does not appear to be a strong candidate for an earnings beat, investors should consider other factors when making investment decisions ahead of the earnings release [16]

Core Viewpoint - Appian (APPN) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, particularly influenced by institutional investors [4][6]. - For Appian, the recent upgrade reflects an improvement in its underlying business, which is expected to drive stock appreciation [5][10]. Earnings Estimate Revisions - Appian is projected to earn $0.19 per share for the fiscal year ending December 2025, representing a year-over-year increase of 154.3% [8]. - Over the past three months, the Zacks Consensus Estimate for Appian has risen by 15%, indicating a positive trend in earnings estimates [8]. Zacks Rank System - The Zacks Rank system classifies stocks based on earnings estimate revisions, with only the top 20% of stocks receiving a 'Strong Buy' or 'Buy' rating, suggesting a strong potential for market-beating returns [9][10].