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VNET Group (VNET) Reports Q2 Loss, Tops Revenue Estimates
ZACKS· 2025-08-21 12:06
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]
Affirm Holdings (AFRM) Suffers a Larger Drop Than the General Market: Key Insights
ZACKS· 2025-07-11 22:51
Group 1: Company Performance - Affirm Holdings (AFRM) closed at $64.72, reflecting a -5.58% change from the previous day, which is less than the S&P 500's daily loss of 0.33% [1] - Over the past month, shares of Affirm Holdings have appreciated by 12.28%, outperforming the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Group 2: Earnings Projections - The upcoming earnings release for Affirm Holdings is projected to show earnings per share (EPS) of $0.09, indicating a 164.29% increase from the same quarter last year [2] - Revenue is expected to reach $835.09 million, reflecting a 26.69% increase compared to the year-ago quarter [2] - For the full year, earnings are projected at $0.03 per share and revenue at $3.18 billion, representing changes of +101.8% and 0%, respectively, from the prior year [3] Group 3: Analyst Estimates and Rankings - Recent modifications to analyst estimates for Affirm Holdings indicate changing near-term business trends, with positive revisions suggesting analysts' confidence in business performance [4] - The Zacks Rank system, which includes estimate changes, currently ranks Affirm Holdings at 3 (Hold) [6] Group 4: Valuation Metrics - Affirm Holdings is trading at a Forward P/E ratio of 97.46, which is a premium compared to the industry average Forward P/E of 28.6 [7] - The company has a PEG ratio of 2.49, compared to the industry average PEG ratio of 2.21 [7] Group 5: Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 67, placing it in the top 28% of all industries [8]
Affirm Holdings (AFRM) Q3 Earnings Top Estimates
ZACKS· 2025-05-08 22:50
Core Viewpoint - Affirm Holdings reported quarterly earnings of $0.01 per share, surpassing the Zacks Consensus Estimate of a loss of $0.09 per share, marking an earnings surprise of 111.11% [1] - The company has consistently exceeded consensus EPS estimates over the last four quarters [2] Financial Performance - Affirm Holdings generated revenues of $783.14 million for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.09%, compared to $576.16 million in the same quarter last year [2] - The company has topped consensus revenue estimates three times in the last four quarters [2] Stock Performance and Outlook - Affirm Holdings shares have declined approximately 15.4% year-to-date, while the S&P 500 has decreased by 4.3% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.08 for the upcoming quarter and -$0.06 for the current fiscal year [4][7] Industry Context - The Internet - Software industry, to which Affirm Holdings belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable environment for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]