Company Performance - Workday (WDAY) closed at $229.30, reflecting a -4.53% change from the previous day, underperforming the S&P 500 which gained 0.28% [1] - Prior to the latest trading session, Workday shares had decreased by 4.45%, lagging behind the Computer and Technology sector's gain of 6.2% and the S&P 500's gain of 4.37% [1] Upcoming Financial Results - Workday's upcoming EPS is projected at $2.09, indicating a 19.43% increase compared to the same quarter last year [2] - Revenue is expected to reach $2.34 billion, representing a 12.22% increase from the year-ago quarter [2] Annual Estimates - For the annual period, earnings are anticipated at $8.71 per share and revenue at $9.5 billion, reflecting increases of +19.32% and +12.46% respectively from the previous year [3] - Recent adjustments to analyst estimates for Workday may indicate positive near-term business trends, with positive revisions suggesting analyst optimism [3] Valuation Metrics - Workday currently has a Forward P/E ratio of 27.59, which is a discount compared to the industry average Forward P/E of 29.03 [5] - The PEG ratio for Workday is 1.46, compared to the average PEG ratio of 2.24 for the Internet - Software industry [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 62, placing it in the top 26% of over 250 industries [6] - The Zacks Rank system, which includes estimate changes, has historically outperformed, with 1 stocks returning an average annual gain of +25% since 1988 [5]

Core Viewpoint - The market anticipates Workday (WDAY) to report a year-over-year increase in earnings driven by higher revenues, with a focus on how actual results compare to estimates [1][2]. Earnings Expectations - Workday is expected to post quarterly earnings of $1.99 per share, reflecting a year-over-year increase of +14.4% [3]. - Revenues are projected to reach $2.22 billion, which is an 11.3% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.39% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Workday is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.24% [10][11]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [8]. - Workday currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Workday exceeded the expected earnings of $1.75 per share by delivering $1.92, resulting in a surprise of +9.71% [12]. - Over the past four quarters, Workday has consistently beaten consensus EPS estimates [13]. Industry Comparison - Zoom Communications (ZM), another player in the Zacks Internet - Software industry, is expected to report earnings of $1.30 per share, indicating a year-over-year decline of -3.7% [17]. - Zoom's consensus EPS estimate has been revised down by 0.4% over the last 30 days, with a negative Earnings ESP of -1.68%, making it challenging to predict an earnings beat [18].

Core Insights - Wireless Ronin Technologies Inc. reported quarterly earnings of $0.32 per share, significantly beating the Zacks Consensus Estimate of a loss of $0.12 per share, representing an earnings surprise of 366.67% [1] - The company posted revenues of $9.73 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 10.70%, and down from $12.29 million year-over-year [2] - The stock has underperformed, losing about 27.4% since the beginning of the year, while the S&P 500 gained 0.1% [3] Earnings Outlook - The current consensus EPS estimate for the coming quarter is -$0.07 on revenues of $12.7 million, and $0.16 on revenues of $55.95 million for the current fiscal year [7] - The estimate revisions trend for Wireless Ronin Technologies is currently unfavorable, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Internet - Software industry, to which Wireless Ronin Technologies belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Company Performance - Verb Technology Company, Inc. reported a quarterly loss of $2.51 per share, which was better than the Zacks Consensus Estimate of a loss of $3.14, and a significant improvement from a loss of $22 per share a year ago, indicating an earnings surprise of 20.06% [1] - The company posted revenues of $1.31 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 63.13%, compared to revenues of $0.01 million in the same quarter last year [2] - Over the last four quarters, Verb Technology has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Outlook - Verb Technology shares have declined approximately 11.2% since the beginning of the year, while the S&P 500 has only declined by 0.6% [3] - The current consensus EPS estimate for the upcoming quarter is -$2.97 on revenues of $0.9 million, and for the current fiscal year, it is -$11.25 on revenues of $3.4 million [7] - The estimate revisions trend for Verb Technology is currently unfavorable, resulting in a Zacks Rank 5 (Strong Sell), indicating expected underperformance in the near future [6] Industry Context - The Internet - Software industry, to which Verb Technology belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - Workday is positioned to potentially continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates consistently in recent quarters [1][5]. Earnings Performance - In the last reported quarter, Workday achieved earnings of $1.92 per share, exceeding the Zacks Consensus Estimate of $1.75 per share, resulting in a surprise of 9.71% [2]. - In the previous quarter, the company was expected to report earnings of $1.72 per share but delivered $1.89 per share, leading to a surprise of 9.88% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Workday, with a positive Earnings ESP of +2.24%, indicating increased analyst optimism regarding its near-term earnings potential [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. Earnings ESP Explanation - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate than earlier predictions [7]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9]. Importance of Earnings ESP - Monitoring the Earnings ESP is crucial for assessing the likelihood of a stock beating consensus estimates, as many companies may beat estimates without significant stock movement [10].

Company Performance - Confluent reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, and up from $0.05 per share a year ago, representing an earnings surprise of 14.29% [1] - The company achieved revenues of $271.12 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.86%, and an increase from $217.24 million year-over-year [2] - Over the last four quarters, Confluent has consistently surpassed consensus EPS and revenue estimates [2] Stock Outlook - Confluent shares have declined approximately 14% since the beginning of the year, compared to a 5.5% decline in the S&P 500 [3] - The company's current Zacks Rank is 3 (Hold), indicating expected performance in line with the market in the near future [6] - The consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $277.28 million, and for the current fiscal year, it is $0.35 on revenues of $1.16 billion [7] Industry Context - The Internet - Software industry, to which Confluent belongs, is currently ranked in the bottom 44% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5]

Core Viewpoint - Workday's stock performance has shown resilience, with a recent increase and positive projections for upcoming financial results, indicating potential growth opportunities in the human resources software sector [1][2]. Company Performance - Workday's stock closed at $243.39, reflecting a +1.49% change from the previous day, outperforming the S&P 500's gain of 0.58% [1]. - Over the past month, Workday shares have appreciated by 2.69%, surpassing the Computer and Technology sector's gain of 0.6% and the S&P 500's loss of 0.84% [1]. Financial Projections - The upcoming EPS for Workday is projected at $1.99, representing a 14.37% increase year-over-year [2]. - Revenue is expected to reach $2.22 billion, marking an 11.34% increase from the same quarter last year [2]. - For the full year, analysts anticipate earnings of $8.41 per share and revenue of $9.48 billion, reflecting changes of +15.21% and +12.21% respectively from the previous year [3]. Analyst Estimates - Changes in analyst estimates for Workday are crucial as they reflect short-term business trends and analysts' confidence in the company's performance [4]. - The Zacks Consensus EPS estimate has decreased by 1% in the past month, and Workday currently holds a Zacks Rank of 3 (Hold) [6]. Valuation Metrics - Workday has a Forward P/E ratio of 28.51, which is higher than the industry average of 25.98 [6]. - The PEG ratio for Workday stands at 1.46, indicating a favorable growth outlook compared to the Internet - Software industry average PEG ratio of 2.2 [7]. Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 143, placing it in the bottom 43% of over 250 industries [8].

Company Performance - Workday's stock closed at $224.87, reflecting a +1.76% change from the previous trading day's close, outperforming the S&P 500's daily gain of 1.67% [1] - Over the past month, Workday shares have decreased by 12.59%, which is worse than the Computer and Technology sector's loss of 9.93% and the S&P 500's loss of 6.57% [1] Upcoming Earnings - Workday's upcoming EPS is projected at $1.99, indicating a 14.37% increase compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is $2.22 billion, representing an 11.34% increase from the year-ago period [2] Annual Estimates - For the annual period, earnings are anticipated at $8.42 per share and revenue at $9.48 billion, reflecting increases of +15.34% and +12.28% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Workday often reflect shifting short-term business dynamics, with upward revisions indicating analysts' positive outlook on the company's operations [4] Zacks Rank - Workday currently holds a Zacks Rank of 3 (Hold), with a 0.9% decline in the Zacks Consensus EPS estimate over the past month [6] Valuation Metrics - Workday's Forward P/E ratio is 26.25, which is higher than the industry average of 24.08 [7] - The PEG ratio for Workday is 1.35, compared to the average PEG ratio of 1.96 for Internet - Software stocks [7] Industry Ranking - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 79, placing it in the top 32% of all industries [8]