Microsoft začne testovat reklamami podporované streamování her v cloudu, zatímco Amazon začlení Luna do Prime Video. Obě firmy míří na levnější hraní pro méně náročné hráče.
Amazon and Microsoft have devised new ways to get people playing video games in the cloud.
Microsoft's Xbox division said Thursday that it will test an advertising-supported way of letting people stream video games.
Amazon, meanwhile, announced plans to add the Luna cloud gaming service to its Prime Video streaming platform. Amazon includes Prime Video in Prime subscriptions, which cost $14.99 per month. Amazon's adjustment will give Luna more front-and-center promotion on its website. Previously, Luna was only accessible through a dedicated website.
The two companies have succeeded in cloud computing but have stumbled as they have tried to get people hooked on games over sometimes unreliable internet connections, which can result in latency.
"Our goal is simple. Give more people more affordable ways to play," Xbox wrote in a blog post.
Microsoft started selling its inaugural Xbox console in 2001. Today, Xbox trails Nintendo and Sony in console sales. The subsidiary is trying to return to growth and widen margins after spending $75.4 billion on Call of Duty publisher Activision Blizzard in 2023.
Since Meta executive Asha Sharma replaced Phil Spencer in February as Xbox CEO, she has appointed new leaders, touted a forthcoming console, pushed for exclusive games and dropped subscription prices. This month, she announced a 20% reduction in force and said Xbox will spin out four development studios.
Xbox has pursued advertising in the past, and customers haven't always been fans. In 2024, one person complained about a McDonald's ad appearing on a screen for selecting games. Publishers Electronic Arts and Take-Two Interactive have experimented with ads and quickly backpedaled in response to criticism.
"Advertising has existed in gaming for decades, from in-game placements to free-to-play models," Xbox said in the post. "But it hasn't always been built with the player in mind. When done well, advertising can help lower the cost of access."
Read more CNBC tech newsMoonshot AI accessed Nvidia's chips despite Chinese export ban, White House official saysAlphabet and Tesla test Wall Street's patience as AI spending overshadows growthAlphabet earnings takeaways: Q2 revenue beats, GOOGL stock sinks on 2026 capex hikeTesla misses on earnings, as free cash flow turns negative and margins slideGamers participating in the Xbox Insider Program can join the test with a one-hour session limit. It applies to games that are already in a user's library.
Xbox has not created a tier of its Game Pass subscription service that contains advertising, but consumers have shown interest in such offerings. Netflix's ad-supported service tier has picked up tens of millions of users, CNBC reported in 2024.
Amazon entered the cloud gaming market during the Covid pandemic, as gaming was gaining popularity, with people spending more time at home. The digital commerce company debuted Luna in 2020, three years after Microsoft had introduced Game Pass, and one year after cloud challenger Google revealed its own cloud streaming option, Stadia.
Google discontinued Stadia in 2023. With Luna, users can play on smartphones and standard computers without purchasing consoles or dedicated gaming PCs.
By integrating Luna into Prime Video, the digital commerce company is doubling down on its push to attract casual players with party games and recognizable intellectual property like "Harry Potter" and "Tomb Raider." Amazon's gaming head, Jeff Gattis, told CNBC in an interview that the company doesn't aim to lure hardcore gamers or compete with console makers.
The unit, which Amazon recently reorganized to unify Luna and its game studios, has struggled to produce big hits, faced executive turnover and undergone several rounds of layoffs. Amazon has recently shut down or offloaded several of its titles, including its massively multiplayer online games "New World" and a planned "Lord of the Rings" project.
Luna has "millions" of users across the U.S. and 13 other countries, with the goal of reaching 10 million to 20 million "as quickly as we can," Gattis said.
In a market where PlayStation, Xbox, Epic Games and Steam are "fighting it out with each other," Gattis said gamers are "well-served, if not overserved." He said there's a robust segment of consumers who want to play games but don't want to invest in increasingly expensive hardware and software.
Amazon is working to fix an awareness gap among consumers who may not know about or understand its gaming strategy, Gattis said.
"I always say people don't have to like our strategy or agree with it, but it is important," he said. "Hopefully, they understand it."
Nvidia klesla o 2,18 % v obchodování, i když Alphabet zvýšil výhled kapitálových výdajů na rok 2026 na 195–205 miliard USD. Investoři se přesunuli k výrobcům paměťových čipů a specializovaným čipům.
Nvidia NVDA shares fell in trading on Thursday even after Alphabet raised its capital expenditure guidance for 2026, as investors appeared to rotate toward memory and semiconductor specialists instead of the largest technology stocks.
Nvidia stock declined 2.18% in trading, snapping a 3-day winning streak, while Micron Technology and SK Hynix rose 2.5% and 2.8%, respectively.
The moves followed Alphabet’s quarterly earnings, in which the Google parent increased its 2026 capital expenditure guidance to between $195 billion and $205 billion, up from its previous forecast of $180 billion to $190 billion.
The revised spending outlook eased concerns that investment in artificial intelligence infrastructure could slow.
Much of the additional spending is expected to go toward expanding AI infrastructure, including chips and memory, benefiting suppliers across the semiconductor industry.
However, Nvidia did not immediately participate in the rally.
Alphabet shares also came under pressure, falling almost 6.3% despite reporting stronger-than-expected earnings, as investors focused on the company's higher AI spending commitments.
The market reaction suggested investors may be shifting away from the largest technology companies and toward more specialized AI hardware providers.
A recent trend had seen investors sell semiconductor stocks in favor of large technology companies.
Alphabet’s latest spending guidance appears to have reversed part of that trade, prompting renewed buying interest in memory manufacturers such as Micron and SK Hynix while weighing on Nvidia.
Although Nvidia remains one of the world's leading AI chipmakers, its rapid rise to become one of the world's most valuable public companies has increasingly positioned it alongside Big Tech companies rather than smaller semiconductor names.
Other technology giants also traded lower on Thursday morning, with Amazon falling 4.9% and Meta Platforms declining 4.3%.
Analysts remain bullish while options signal cautionDespite Thursday's decline, longer-term sentiment toward Nvidia remains largely positive.
A Barchart analysis noted that the platform's Technical Opinion indicator rates Nvidia as an "80% Strong Buy," citing a strengthening short-term outlook.
Analysts also maintain an average price target of just over $304, supported by expectations for new semiconductor architectures and continued AI infrastructure spending.
However, the analysis also highlighted caution in the options market ahead of Nvidia's second-quarter earnings, scheduled for Aug. 26.
According to the analysis, options traders are paying elevated implied volatility premiums for out-of-the-money put options expiring shortly after earnings, suggesting increased demand for downside protection.
Separately, a Motley Fool report argued that Nvidia remains attractive despite concerns over the sustainability of AI spending.
The report noted that Nvidia's valuation metrics, including its price-to-earnings ratio and price-to-free-cash-flow ratio, are near five-year lows and below those of several other companies benefiting from AI spending.
It argued that Nvidia's products have applications beyond artificial intelligence, pointing to previous demand from cryptocurrency mining and suggesting future opportunities in areas such as quantum computing.
American Airlines AAL stock opened in the red this morning as lowered profit estimates, volatile jet fuel prices, and lingering margins concerns tempered an otherwise market-beating Q2 release.
Investors are bailing on AAL also because its net income came in down sharply (88%) on a year-over-year basis even though revenue popped more than 16% versus last year.
Following the post-earnings dip, American Airlines shares are down some 25% versus their recent high.
American Airlines’ bottom-line weakness reflects the “structural headwinds” delaying its broader financial turnaround.
The company’s pretax margins – hovering around slim single-digit levels – continue to lag legacy rivals Delta and United Airlines.
Crucially, AAL’s quarterly print suggests the firm’s recent price hikes have been far from sufficient in offsetting the Iran-driven volatility in jet fuel prices.
Adding to pressure in the recently concluded quarter were severe summer weather disruptions that hit key hub operations, compounding labour and maintenance costs.
Meanwhile, rebuilding corporate share remains an uphill climb after previous distribution strategy shifts alienated corporate travel agencies, squeezing yields in high-margin cabin tiers.
Why CEO Robert Isom remains bullish for 2027?Despite near-term turbulence, chief executive Robert Isom remains resolute about the company’s trajectory, saying “we’re set up really well for 2027.”
In a post-earnings interview with CNBC, he emphasized that American Airlines leads the industry in ex-fuel cost efficiency and revenue execution across its core commercial pillars.
The carrier already has 60% of its Q3 revenue booked, supported by “strong demand” for premium seating and rising AAdvantage loyalty program engagement.
Financially, AAL has overhauled its balance sheet, achieving its healthiest debt profile since 2016 after paying down over $13 billion in total debt.
With upcoming fleet decisions for 2030s widebody replacements on the horizon, Isom is convinced that American Airlines shares have unmatched upside potential as macro pressures normalize.
From an investment perspective, AAL stock presents a classic high-risk, high-reward turnaround play.
Trading at low valuation multiples relative to historical averages and legacy peers – the firm offers a deep discount for value-seeking investors willing to tolerate near-term volatility.
However, conservative investors may prefer to wait on the sidelines until margins show consistent expansion toward Delta and United levels, particularly because American Airlines said its loss per share could come in at 65 cents this year.
Isom has now reduced future guidance twice already in 2026. And it’s now like AAL pays a solid dividend to incentivize ownership despite ongoing challenges, too.
That said, investors should note that Wall Street analysts remain bullish as ever on the airline stock for the remainder of 2026.
The consensus rating on American Airlines sits at “Moderate Buy” currently, with the mean price target of just under $20 signaling massive upside potential from here.
AT&T ve 2. čtvrtletí přidala 367 000 zákazníků optické sítě a meziročně zvýšila pokročilé domácí internetové služby o 29,5 %. Firma chce do konce roku 2026 přesunout 70 % bezdrátového provozu na platformy schopné otevřeného provozu.
Key Takeaways T added 367,000 fiber customers as advanced home Internet connections rose 29.5% year over year.Converged households churn at roughly half the rate and deliver a high-single-digit revenue uplift.AT&T targets 70% of wireless traffic on open-capable platforms and $4 billion in annual savings. AT&T Inc. (T - Free Report) is trying to turn connectivity demand into a more durable growth model. Its strategy now leans on fiber, 5G and business network services rather than old media and video assets.
Execution matters. Fiber reach, wireless scale and edge demand can support revenues and margins, while capital intensity and competition remain checks.
AT&T Rides the Fiber Convergence TrendFiber is central to AT&T because it supports more than stand-alone broadband additions. In the second quarter of 2026, the company recorded more than 1 million advanced connectivity net additions, including 646,000 Internet net additions and 432,000 postpaid phone net additions.
AT&T added 367,000 fiber customers in the quarter, while advanced home Internet connections rose 29.5% year over year. The convergence rate reached 42.5%, meaning a growing share of those Internet customers also had an AT&T postpaid wireless plan.
That mix matters because management indicated that converged households churn at roughly half the rate of stand-alone accounts and carry a high-single-digit average revenue per account uplift. AT&T ended the quarter with 38.6 million consumer and business fiber locations reached.
T Uses 5G to Broaden Internet ReachAT&T’s 5G strategy supports the fiber push rather than replacing it. The company uses millimeter-wave spectrum in dense areas and mid- and low-band holdings elsewhere to balance capacity and coverage.
Management has tied fiber and 5G together in a converged network that reaches more than 90 million customer locations with advanced Internet services over either fiber or 5G. Fixed wireless is one sign of that broader reach, with AT&T adding 279,000 fixed wireless customers in the second quarter.
T-Mobile US, Inc. (TMUS - Free Report) remains a relevant benchmark in wireless and home broadband competition. Its presence keeps pressure on carriers to pair network quality with attractive customer offers.
AT&T Pushes Toward AI-Ready NetworksAT&T’s edge and artificial intelligence-related network strategy is an emerging growth angle, not an immediate earnings reset. Management expects AI-ready connectivity needs to grow as users require lower latency, stronger uplink capacity and reliable traffic management.
The building blocks are dense fiber, 5G backhaul, spectrum depth, mobile edge computing zones and private 5G deployments. AT&T has cited more than 20 metro mobile edge computing zones live and more than 150 active private 5G and edge trials.
The planned EchoStar 600 MHz spectrum acquisition is intended to strengthen low-band uplink capacity. That could become more useful if AI workloads gradually lift backbone traffic and demand more reliable two-way network performance.
T Seeks Efficiency Through Open RANGrowth alone is not enough for AT&T’s investment case. The company also needs to run its network more efficiently as fiber, spectrum and 5G spending remain high.
Open radio access network, or Open RAN, is part of that effort. AT&T plans to use Ericsson technology to deploy a commercial-scale Open RAN buildout and aims to move 70% of wireless network traffic across open-capable platforms by late 2026.
The broader transformation plan includes vendor rationalization, artificial intelligence enablement, digitalization and lower legacy operating support costs. Management is targeting $4 billion in annual cost savings by the end of 2028. Verizon Communications Inc. (VZ - Free Report) offers another large-scale network comparison for investors focused on network cost discipline.
How AT&T’s Ratings Frame the Trend TradeAT&T offers exposure to several important connectivity trends, but the stock is not a clean growth call. Fiber convergence, fixed wireless adoption, edge workloads and Open RAN efficiency give the company a credible roadmap, while legacy declines and promotional wireless competition still limit improvement.
The stock currently carries a Zacks Rank #3 (Hold). Its Value Score of A points to a favorable valuation profile, but the Growth Score of D and Momentum Score of F show weaker signals on earnings growth characteristics and near-term price trend.
The VGM Score of C places the combined style picture in the middle. Investors may see value in T’s connectivity exposure and income profile, but the market is still waiting for stronger growth and momentum signals.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways JNJ beat Q2 earnings and sales estimates, driven by strength in Tremfya, Darzalex and other key drugs.JNJ raised its 2026 outlook as it advances new launches, FDA filings and eyes the Firefly Bio acquisition. ETFs like IHE offer exposure to Johnson & Johnson for investors seeking diversified healthcare access. Medtech giant Johnson & Johnson (JNJ - Free Report) reported better-than-expected second-quarter 2026 results, surpassing Wall Street estimates on both the top and bottom lines. The quarterly performance was primarily driven by strong growth in the immunology drug Tremfya and cancer blockbuster Darzalex.
Despite reporting such an impressive quarterly performance, this drugmaker slipped 1.5% at the bourses following the earnings announcement. This dip, largely attributed to a notable sales miss in its MedTech division and a 2% slump in its Cardiovascular sales, was short-lived, as the stock regained its balance the following day, gaining 1.2%.
Notably, JNJ has gained 3.5% since reporting its second-quarter results a week ago. The stock is now up more than 20% year to date, comfortably outperforming the S&P 500's 9.3% return.
Against this backdrop, for investors looking to capitalize on JNJ's raised earnings outlook for the year, backed by its dominant position in the Pharma and MedTech industries, healthcare exchange-traded funds (ETFs) offer a lower-risk entry point to gain exposure to this healthcare giant before the next major rally, particularly for those seeking to avoid single-stock idiosyncratic risk.
But before suggesting a few such healthcare ETFs that deserve a place in your portfolio, let us take a look at JNJ's overall second-quarter performance.
A Brief Look at JNJ's Q2 ResultsJNJ's second-quarter earnings per share (EPS) of $2.90 beat the Zacks Consensus Estimate by 2.1%, while sales outpaced the consensus mark by 0.5%.
The combination of TALVEY and DARZALEX delivered deep and durable responses with more than 80% of patients progression-free at 2 years and overall survival up to 89%, as per the second-quarter data.
In solid tumors, JNJ continued to see strong performance from ERLEADA and RYBREVANT. In bladder cancer, nearly one in three eligible patients started on an INLEXZO regimen and new patient insertions grew approximately 75% in the second quarter versus the prior quarter.
In Immunology, JNJ’s TREMFYA remained the fastest-growing advanced therapy in both Crohn's disease and ulcerative colitis, delivering exceptional overall sales growth of 71%. In Neuroscience, both SPRAVATO and CAPLYTA delivered strong performance in the second quarter, with CAPLYTA's new patient starts surging 122% year over year.
In Cardiovascular, VARIPULSE, JNJ’s pulsed-field ablation platform for atrial fibrillation, showed strong momentum with more than 85,000 patients now treated worldwide.
JNJ debuted its CARTOSOUND SONATA, bringing new AI-powered imaging and mapping capabilities to electrophysiology. The company also received FDA authorization for its dual-energy THERMOCOOL SMARTTOUCH SF platform, which integrates pulsed-field and radiofrequency energy in a single system to give physicians greater flexibility in tailoring ablation treatments for patients.
In Circulatory Restoration, JNJ’s global launch of Shockwave C2 Aero expanded the healthcare giant’s ability to treat more complex coronary disease and broadened the reach of its intravascular lithotripsy platform.
J&J's management expects to receive FDA regulatory approval for IMAAVY as the first-ever treatment for patients with warm autoimmune hemolytic anemia, a rare and serious autoantibody disease, in the second half of 2026.
The company also projects FDA approval for its OTTAVA robotic surgical system and the EMEA launch of ETHICON 4000 this year.
JNJ’s planned acquisition of Firefly Bio, expected to be closed in the third quarter of 2026, should add a proprietary platform designed to target KRAS-driven solid tumors, which are typically more difficult to treat, thereby further diversifying the company’s oncology pipeline.
Market Reaction Post Q2 EarningsFollowing J&J's upbeat Q2 results, Bernstein raised its price target for the pharma giant to $261 from $251 while maintaining a Market Perform rating, citing solid underlying medical technology trends to drive the stock's performance (as cited in Investing.com).
JNJ-Heavy ETFs to BuyiShares U.S. Pharmaceuticals ETF (IHE - Free Report)
This fund, with net assets worth $1.44 billion, provides exposure to 56 U.S. domestic drug manufacturers and vaccine producers. Of these, Johnson and Johnson takes the first spot, accounting for a 21.72% share.
IHE has rallied 18.7% year to date and charges 38 basis points (bps) in fees. IHE holds a Zacks Rank #2 (Buy) and traded at a volume of 0.13 million shares in the last trading session.
State Street Health Care Select Sector SPDR ETF (XLV - Free Report)
This fund, with assets under management (AUM) of $41.69 billion, provides exposure to 60 companies across pharmaceuticals, biotechnology, health care equipment and supplies, health care providers and services, life sciences tools and services, and health care technology industries. Of these, Johnson and Johnson takes the second spot, accounting for a 10.42% share.
XLV has risen 3% year to date and charges 8 bps in fees. It traded in a heavy volume of around 5.60 million shares in the last trading session. XLV sports a Zacks Rank #1 (Strong Buy).
Vanguard Health Care ETF (VHT - Free Report)
This fund, with net assets worth $20.4 billion, provides exposure to 423 companies that manufacture health care equipment and supplies or that provide health care-related services, and companies that are primarily involved in the research, development, production, and marketing of pharmaceuticals and biotechnology products. Of these, Johnson and Johnson takes the second spot, accounting for an 8.87% share.
VHT has risen 4.2% year to date and charges 9 bps in fees. It traded in a volume of around 0.28 million shares in the last trading session. VHT sports a Zacks Rank #1.
Wall Street analysts forecast that Ford Motor Company (F - Free Report) will report quarterly earnings of $0.33 per share in its upcoming release, pointing to a year-over-year decline of 10.8%. It is anticipated that revenues will amount to $45.72 billion, exhibiting a decrease of 2.6% compared to the year-ago quarter.
Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 5.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.
In light of this perspective, let's dive into the average estimates of certain Ford Motor metrics that are commonly tracked and forecasted by Wall Street analysts.
Analysts predict that the 'Revenues- Ford Pro' will reach $18.41 billion. The estimate indicates a year-over-year change of -2.1%.
It is projected by analysts that the 'Revenues- Ford Credit' will reach $3.37 billion. The estimate points to a change of +4.1% from the year-ago quarter.
According to the collective judgment of analysts, 'Revenues- External Revenues- Ford Blue' should come in at $25.71 billion. The estimate indicates a change of -0.3% from the prior-year quarter.
Analysts expect 'Revenues- External Revenues- Ford Model e' to come in at $1.62 billion. The estimate indicates a change of -31.3% from the prior-year quarter.
Analysts' assessment points toward 'Wholesale Units - Ford Pro' reaching 421.07 thousand. Compared to the current estimate, the company reported 429.00 thousand in the same quarter of the previous year.
Based on the collective assessment of analysts, 'Wholesale Units - Ford Blue' should arrive at 669.70 thousand. The estimate compares to the year-ago value of 696.00 thousand.
The average prediction of analysts places 'Wholesale Units - Ford Model e' at 43.69 thousand. Compared to the current estimate, the company reported 60.00 thousand in the same quarter of the previous year.
The collective assessment of analysts points to an estimated 'Adjusted EBIT- Ford Pro' of $1.68 billion. The estimate compares to the year-ago value of $2.32 billion.
The consensus among analysts is that 'Adjusted EBIT- Ford Credit' will reach $546.08 million. Compared to the present estimate, the company reported $645.00 million in the same quarter last year.
The combined assessment of analysts suggests that 'Adjusted EBIT- Ford Blue' will likely reach $1.24 billion. Compared to the present estimate, the company reported $661.00 million in the same quarter last year.
View all Key Company Metrics for Ford Motor here>>>
Shares of Ford Motor have demonstrated returns of +4.2% over the past month compared to the Zacks S&P 500 composite's +0.4% change. With a Zacks Rank #3 (Hold), F is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
In its upcoming report, Paypal (PYPL - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $1.28 per share, reflecting a decline of 8.6% compared to the same period last year. Revenues are forecasted to be $8.51 billion, representing a year-over-year increase of 2.7%.
Over the last 30 days, there has been a downward revision of 0.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
That said, let's delve into the average estimates of some Paypal metrics that Wall Street analysts commonly model and monitor.
Based on the collective assessment of analysts, 'Net Revenues- Revenues from other value added services' should arrive at $857.75 million. The estimate indicates a year-over-year change of +1.3%.
According to the collective judgment of analysts, 'Net Revenues- Transaction revenues' should come in at $7.66 billion. The estimate points to a change of +3% from the year-ago quarter.
Analysts expect 'Total Payment Volume (TPV)' to come in at $474.52 billion. The estimate is in contrast to the year-ago figure of $443.55 billion.
The consensus among analysts is that 'Transaction margin' will reach 43.8%. The estimate is in contrast to the year-ago figure of 46.4%.
Analysts' assessment points toward 'Active accounts' reaching 440 . Compared to the present estimate, the company reported 438 in the same quarter last year.
View all Key Company Metrics for Paypal here>>>
Shares of Paypal have demonstrated returns of +30.7% over the past month compared to the Zacks S&P 500 composite's +0.4% change. With a Zacks Rank #3 (Hold), PYPL is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
UPS čeká za čtvrtletí zisk 1,65 USD na akcii, tedy meziroční růst o 6,5 %, a tržby 21,75 miliardy USD, což je o 2,5 % více než loni. Odhad EPS byl za posledních 30 dní snížen o 0,2 %.
The upcoming report from United Parcel Service (UPS - Free Report) is expected to reveal quarterly earnings of $1.65 per share, indicating an increase of 6.5% compared to the year-ago period. Analysts forecast revenues of $21.75 billion, representing an increase of 2.5% year over year.
The current level reflects a downward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
Given this perspective, it's time to examine the average forecasts of specific UPS metrics that are routinely monitored and predicted by Wall Street analysts.
The consensus estimate for 'Revenue- International Package- Cargo and other' stands at $174.31 million. The estimate suggests a change of +1.9% year over year.
The average prediction of analysts places 'Revenue- U.S. Domestic Package- Ground' at $10.71 billion. The estimate suggests a change of +2.1% year over year.
The combined assessment of analysts suggests that 'Revenue- U.S. Domestic Package- Deferred' will likely reach $1.05 billion. The estimate indicates a change of +2.3% from the prior-year quarter.
Analysts predict that the 'Revenue- U.S. Domestic Package' will reach $14.47 billion. The estimate indicates a year-over-year change of +2.8%.
Analysts expect 'Average revenue per piece - International Package - Total' to come in at $23.03 . Compared to the current estimate, the company reported $21.14 in the same quarter of the previous year.
It is projected by analysts that the 'Average daily package volume - International Package - Export' will reach 1.61 million. The estimate compares to the year-ago value of 1.68 million.
According to the collective judgment of analysts, 'Average daily package volume - International Package - Domestic' should come in at 1.42 million. Compared to the current estimate, the company reported 1.51 million in the same quarter of the previous year.
Based on the collective assessment of analysts, 'Average revenue per piece - U.S. Domestic Package - Ground' should arrive at $12.34 . Compared to the current estimate, the company reported $11.46 in the same quarter of the previous year.
The collective assessment of analysts points to an estimated 'Average revenue per piece - U.S. Domestic Package - Total' of $14.24 . Compared to the present estimate, the company reported $13.03 in the same quarter last year.
Analysts' assessment points toward 'Average revenue per piece - International Package - Domestic' reaching $9.31 . Compared to the present estimate, the company reported $8.61 in the same quarter last year.
Analysts forecast 'Average revenue per piece - International Package - Export' to reach $35.14 . Compared to the present estimate, the company reported $32.38 in the same quarter last year.
The consensus among analysts is that 'Average daily package volume - International Package - Total' will reach 3.02 million. The estimate is in contrast to the year-ago figure of 3.19 million.
View all Key Company Metrics for UPS here>>>
Shares of UPS have experienced a change of +9.1% in the past month compared to the +0.4% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), UPS is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways Costco's China Executive Membership rollout beat expectations, with member activity above assumptions.Executive members drive 75% of global sales, shop more often and spend more per visit.With seven China warehouses, Costco sees room to expand fee income, frequency and loyalty. Costco Wholesale Corporation’s (COST - Free Report) China business is emerging as a promising catalyst for the next phase of membership growth. The company launched its Executive Membership program in China in the third quarter of fiscal 2026 and reported strong early adoption. Management said the rollout was ahead of expectations, with member activity exceeding initial assumptions. Executive members typically shop more often, spend more per visit and generate higher recurring membership income.
We note that the company’s global executive membership base reached 41.2 million at quarter-end, up 9.6% year over year. Executive members accounted for 75% of worldwide sales. Management noted that executive growth is being supported by both existing Gold Star members upgrading and new customers choosing the premium tier from the outset.
Management highlighted China alongside Japan and Korea as key international regions with immense growth potential for future warehouse development. The company currently operates seven warehouses in China. Costco has observed that new warehouse openings in China can produce outsized membership growth. Strong early adoption of the Executive Membership program signals that Chinese consumers are rapidly embracing higher-tier membership benefits.
As Costco expands its global real estate footprint with new warehouse openings, China offers a fresh runway for growth. If executive penetration continues to build as Costco opens more warehouses, China could become a larger contributor to fee income, shopping frequency and member loyalty.
What the Latest Metrics Say About CostcoCostco, which competes with Dollar General Corporation (DG - Free Report) and Target Corporation (TGT - Free Report) , has seen its shares drop 8.3% over the past three months compared with the industry’s 2.7% decline. While shares of Dollar General have fallen 0.4%, those of Target have jumped 6.7% in the aforementioned period.
Image Source: Zacks Investment Research
From a valuation standpoint, Costco's forward 12-month price-to-earnings ratio stands at 41.70, higher than the industry’s ratio of 30.64. However, the stock is trading below its 12-month median level of 46.1, indicating some moderation in valuation despite sustained investor confidence in the stock.
Costco is trading at a premium to Target (with a forward 12-month P/E ratio of 16.03) and Dollar General (15.67).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Costco’s current financial-year sales and earnings per share implies year-over-year growth of 9.6% and 13.5%, respectively. For the next fiscal year, the consensus estimate indicates a 7.8% rise in sales and 10.2% growth in earnings.
The consensus estimates for earnings per share for both the current and next fiscal year have increased by 6 cents to $20.42 and $22.50, respectively, over the past 60 days.
Image Source: Zacks Investment Research
Costco currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Palantir má podle článku klíčovou výhodu v Rule of 40 na úrovni 145 %, což má být důvod, proč může dál porážet trh. Firma zároveň v 1. čtvrtletí zvýšila tržby o 84,71 % meziročně na 1,63 miliardy USD.
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Palantir (NASDAQ:PLTR | PLTR Price Prediction) has been down 29.92% year to date while the S&P 500 has gained 9.60%. But the one reason Palantir can beat the market from here is the same reason it has beaten it over five years: a Rule of 40 score of 145%, matched only by NVIDIA (NASDAQ:NVDA), Micron (NASDAQ:MU), and SK hynix.
Our 24/7 Wall St. price target for Palantir is $162.35, implying 30.33% upside from $124.57. Recommendation: Buy. Confidence: high, at 90%.
24/7 Wall St. Price Target Summary Metric Value Current Price $124.57 24/7 Wall St. Price Target $162.35 Upside 30.33% Recommendation BUY Confidence Level 90% Why Palantir Sold Off Despite Blowout Numbers Palantir sits 12% below its 52-week high of $207.52 and roughly 17% above its 52-week low of $106.37. Shares are down 6.87% in the past week.
Yet fundamentals keep improving. In Q1 FY2026, filed May 4, 2026, adjusted EPS of $0.33 beat the $0.2795 consensus by 18.07%, and revenue of $1.63 billion grew 84.71% YoY, extending the streak to eight straight EPS beats.
U.S. commercial revenue jumped 133% YoY to $595 million, and management raised FY2026 revenue guidance to $7.650 to $7.662 billion (71% growth). Over five years, PLTR is up 471.16%.
The Case for $200+ Our bull scenario projects PLTR reaching $203.55 in 12 months, a 63.4% total return. U.S. commercial acceleration anchors this path: remaining deal value ended Q1 at $4.92 billion, up 112% YoY, and TCV closed was $2.41 billion (+61% YoY).
Free cash flow more than tripled to $925 million, with FY2026 adjusted FCF guided to $4.2 to $4.4 billion. The Street consensus target of $183.12 sits between our base and bull cases.
The Risks Worth Watching PLTR trades at a trailing P/E of 150x and forward P/E of 91x, versus an implied model P/E of 131x. Our bear scenario lands at $142.36 (+14.29%), but broader multiple compression could retest the 52-week low.
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Stock-based compensation of $201.6 million in Q1 and government contract termination-for-convenience clauses are legitimate concerns. GAAP operating income of $754 million (46% margin) demonstrates genuine GAAP profitability, a mark most software peers cannot claim even after backing out SBC.
How Palantir Compares to Snowflake and CrowdStrike Snowflake (NYSE:SNOW) is the closest data-platform peer, but the growth gap is wide: SNOW grew Q1 FY27 revenue 33.5% YoY and remains GAAP-unprofitable with an operating margin of -30.6%.
Palantir grew 84.71% at a 46% operating margin. Our $162.35 target looks conservative relative to what investors pay for slower, unprofitable data infrastructure.
CrowdStrike (NASDAQ:CRWD) offers a better valuation contrast. CRWD grew Q1 FY27 revenue 25.6% and carries a $192 billion market cap. Palantir’s $298.6 billion market cap is a premium, but with more than triple the growth rate, the multiple is defensible.
Hold Through the Volatility, Buy on Dips Verdict: Buy, with high (90%) confidence in the 24/7 Wall St. price target of $162.35. The Rule of 40 at 145% combined with FY2026 guidance raised twice already is the tipping factor.
The setup rewards investors who can tolerate a beta of 1.56 across a 12-month horizon. Investors unable to absorb another 30% drawdown may find the risk/reward less compelling. Growth this durable rarely stays this cheap for long.
Palantir Price Prediction 2026-2030 Year 24/7 Wall St. Price Target 2026 $162 2027 $189 2028 $217 2029 $243 2030 $266 These projections assume Palantir executes on U.S. commercial expansion and defends operating margins near 40%. Significant upside or downside could result from major government contract shifts or accelerated enterprise AIP adoption.
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MercadoLibre letos klesá o 10,68 % a Scotiabank mu stanovila cílovou cenu 2 800 USD, což naznačuje zhruba 55% růst. Tržby ve 1. čtvrtletí vzrostly o 49 % na 8,85 miliardy USD, ale provozní zisk klesl o 20 %.
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MercadoLibre (NASDAQ:MELI | MELI Price Prediction) trades at $1,799.21 against a Wall Street consensus target of $2,214.88, an implied gap of roughly 23%. Scotiabank’s Hector Maya carries a Sector Outperform rating and $2,800 Street-high target on the stock, which implies roughly 55% upside, well above the 40% threshold that flags an outlier call.
MercadoLibre runs Latin America’s dominant e-commerce and fintech ecosystem, pairing the Mercado Libre marketplace with Mercado Pago payments, Mercado Envios logistics, advertising, and a fast-scaling credit card book. The stock sits on a bruised Q1 2026 print that has the market debating temporary land grab versus structural damage.
Margins Collapsed and the Market Reacted Violently Revenue hit $8.85 billion, up 49% year-over-year and beating the $8.32 billion consensus, but operating income fell 20% to $611 million, operating margin compressed roughly 600 basis points to 6.9%, and adjusted free cash flow flipped negative at -$56 million. Shares dropped 15.8% in the first week after the print.
Provisions for doubtful accounts more than doubled to $1.244 billion, and management disclosed it had extended average Brazilian loan terms from 5 months to 8 months while pushing into riskier borrower segments. Multiple law firms opened securities investigations, and the CFO signaled the aggressive investment posture would continue through 2026 with no near-term margin relief expected.
Why 20 of 24 Analysts Still Rate It Buy The bull case, most aggressively voiced by Maya, frames this as a deliberate margin reset that will reverse once the current investment cycle matures. MercadoLibre is spending near-term operating income to lower free-shipping thresholds, scale first-party retail, and issue credit cards at a pace that grew the portfolio 104% year-over-year to $6.6 billion. Maya argues that at $2,800 the stock trades at roughly 28x NTM EV/FCF, which underprices a company compounding revenue at 20% plus in a region where e-commerce penetration is still mid-teens.
Brazil revenue grew 55% year-over-year, Mexico 62%, advertising revenue 73%, and fintech assets under management 77% to nearly $20 billion. Coverage sits at 20 Buy, 4 Hold, 0 Sell, with Jefferies among recent upgraders and Daiwa the notable trim. Bulls want operating margin re-expansion visible by early 2027 as newer card cohorts season and shipping subsidies stop growing as a share of revenue.
The Peer Group Did Not Fall Together Sea (NYSE:SE) is off 17.79% year to date on the same reinvestment story inside its Monee fintech unit. At $104.88 against a $142.26 analyst target, upside runs about 36% behind 27 Buys and 2 Holds.
Nu Holdings (NYSE:NU), Mercado Pago’s most direct LatAm rival, has slipped 13.32% year to date after its own Q1 credit-provision spike. At $14.51 versus a $17.94 target, upside is roughly 24% with 19 Buys, 2 Holds, and 1 Sell.
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Amazon (NASDAQ:AMZN) is the exception, up 6.08% year to date on AWS strength. At $244.85 against a $312.87 target, upside is about 28% behind 62 Buy ratings and no Sells.
Across the four names, Scotiabank’s $2,800 MELI target remains the largest single upside call.
Where the Numbers Land Against the S&P 500 MELI is down 10.68% year to date and 24.55% over the past twelve months. The S&P 500 has climbed 9.6% year to date and 18.85% over the same year, so the stock trails the index by more than 20 percentage points YTD.
Consensus target of $2,214.88 implies about 23% upside; Maya’s $2,800 implies close to 55%. Coverage runs 24 analysts deep, institutional ownership sits at 87.62%, and the trailing P/E is roughly 48, leaving limited room for further margin misses.
My Take: Cautiously Constructive at Current Levels The bull path holds if operating margin bottoms within two quarters and Brazil credit provisions stabilize as the extended-duration loan book seasons. In that path, revenue keeps compounding above 40% and the multiple re-rates. Maya’s $2,800 simply requires the current investment cycle to prove out on schedule.
The bear path plays out if the loan-duration extension turns out to be underwriting drift to hit growth targets. Rising provisions, 8-month terms, and a softer Brazilian consumer would trap the business in a lower-margin profile, and at 48x earnings there is no cushion for that outcome.
My lean is cautiously constructive. The reinvestment metrics are landing, but I’d anchor closer to the consensus $2,214 target than to $2,800 until the next quarter confirms the credit book is behaving.
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MercadoLibre v 1. čtvrtletí zvýšil GMV o 42 % na 19 miliard USD a prodané položky o 47 % na 721,7 milionu. Růst táhla hlavně Brazílie, kde FX-neutrálně očištěné GMV vzrostlo o 38 %.
Key Takeaways MercadoLibre's Q1 GMV rose 42% to $19 billion as items sold jumped 47% to 721.7 million.Brazil's FX-neutral GMV grew 38%, with items sold up 56% and unique buyers rising 32%.Mexico, Argentina and Chile posted FX-neutral GMV growth of 28%, 41% and 40%, respectively. MercadoLibre, Inc. (MELI - Free Report) demonstrated broad-based gross merchandise volume (GMV) growth across Latin America during the first quarter of 2026. Consolidated GMV reached $19 billion, representing a 42% year-over-year increase in U.S. dollars and 36% growth on a foreign-exchange-neutral basis, underscoring rising consumer engagement across the company’s commerce ecosystem. The increase was supported by a 47% year-over-year jump in total items sold to 721.7 million units.
Brazil, the company's largest market, spearheaded this growth as foreign-exchange-neutral GMV growth accelerated to 38% year over year. This performance marks a steady quarterly acceleration from the 30% growth recorded in the first quarter of 2025. Items sold in Brazil jumped 56% year over year, more than double the 25% growth recorded in the first quarter of 2025, while unique buyer growth in the country surged to 32%, the fastest pace in five years.
MELI attributed Brazil’s stronger performance to increased buyer activity following the lower free shipping threshold, which drove higher conversion, greater shopping frequency, stronger retention and record customer satisfaction. At the same time, daily active users grew faster than monthly active users.
The momentum extended across the region. Mexico generated 28% foreign-exchange-neutral GMV growth despite a tougher tax environment affecting smaller merchants, while Argentina posted 41% growth on top of a high comparison base. Chile also maintained strong momentum with 40% GMV growth, supported by higher free shipping penetration and faster delivery capabilities.
Management emphasized that these results demonstrate continued market share gains across key markets and reinforce the long-term opportunity as e-commerce adoption across Latin America remains well below more mature markets.
What the Latest Metrics Say About MercadoLibreMercadoLibre, which competes with Amazon.com, Inc. (AMZN - Free Report) and Sea Limited (SE - Free Report) , has seen its shares tumble 18.7% over the past six months compared with the industry’s 3% decline. While Amazon shares have jumped 2.7%, Sea Limited has fallen 16.7% in the aforementioned period.
Image Source: Zacks Investment Research
From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio is 35.17, higher than the industry average of 21.92. The stock is also trading above its 12-month median level of 34.46.
MercadoLibre is trading at a premium to Amazon (forward 12-month P/E of 25.53) and Sea Limited (20.96).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales and earnings per share implies year-over-year growth of 39.7% and 4.1%, respectively. For the next fiscal year, the consensus estimate indicates a 26.6% rise in sales and 44.4% growth in earnings.
Image Source: Zacks Investment Research
MELI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Union Pacific (UNP - Free Report) came out with quarterly earnings of $3.41 per share, beating the Zacks Consensus Estimate of $3.2 per share. This compares to earnings of $3.03 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +6.56%. A quarter ago, it was expected that this railroad would post earnings of $2.85 per share when it actually produced earnings of $2.93, delivering a surprise of +2.81%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Union Pacific, which belongs to the Zacks Transportation - Rail industry, posted revenues of $6.86 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.18%. This compares to year-ago revenues of $6.15 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Union Pacific shares have added about 26.5% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Union Pacific?While Union Pacific has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Union Pacific was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.32 on $6.73 billion in revenues for the coming quarter and $12.62 on $26.04 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Rail is currently in the bottom 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Canadian National (CNI - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on July 24.
This railroad is expected to post quarterly earnings of $1.39 per share in its upcoming report, which represents a year-over-year change of +3%. The consensus EPS estimate for the quarter has been revised 1.7% lower over the last 30 days to the current level.
Canadian National's revenues are expected to be $3.26 billion, up 5.5% from the year-ago quarter.
Two of America’s top war stocks – Lockheed Martin (NYSE: LMT) and RTX Corporation (NYSE: RTX) – enjoyed a particularly strong market open on Thursday, July 23.
Specifically, LMT shares soared more than 9% as the regular session started to their press-time price of $567.76, while RTX saw a slightly smaller, 7% rally to $208.33.
RTX and LMT stock rallies following latest earnings. Source: Google The moves offered a reprieve to the defense companies following a sharp drop they suffered earlier in 2026 after a ceasefire between the U.S. and Iran was announced and came as a result of the firm’s latest earnings.
Lockheed Martin now expects up to $81.75 billion in sales on strong missile growth To begin with, Lockheed Martin announced its revenue soared 11% compared to the same period in the previous year and hit $20.1 billion, while earnings per share (EPS) proved even more impressive at $7.94.
For comparison, in the second quarter (Q2) of 2025, the figure stood at $1.46.
Guidance – which was, much like the Q2 results – was partially bolstered by strong growth in missile-related orders and was lifted to between $79.75 billion and $81.75 billion for sales, and to an EPS between $29.95 and $30.65 for the whole year.
Previously, the ranges stood at $77.5 billion to $80 billion and $29.35 to $30.25, respectively.
RTX calls for $96 billion in sales after YoY rise of 14.5% Elsewhere, RTX’s results were just as impressive. The corporation’s revenue soared 14.5% year-over-year (YoY) to $24.7 billion, and EPS rose 21.2% to $1.89, signalling the firm managed a double beat.
Indeed, analysts were forecasting that the defense giant would hit $22.9 billion in sales and an EPS of $1.66.
RTX also gladdened shareholders with full-year outlook upgrades. Specifically, the company now expects its revenue to come in the range between $95 billion and $96 billion, and EPS between $7.10 and $7.25.
Previously, RTX called for $92.5 billion to $93.5 billion in sales, and an EPS somewhere between $6.70 and $6.90.
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Lockheed Martin (LMT - Free Report) reported $20.06 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 10.5%. EPS of $7.94 for the same period compares to $7.29 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $19.43 billion, representing a surprise of +3.26%. The company delivered an EPS surprise of +9.97%, with the consensus EPS estimate being $7.22.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lockheed performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Sales- Aeronautics: $8.11 billion compared to the $7.66 billion average estimate based on three analysts. The reported number represents a change of +9.3% year over year.Sales- Rotary and Mission Systems: $4.35 billion versus the three-analyst average estimate of $4.39 billion. The reported number represents a year-over-year change of +9%.Sales- Missiles and Fire Control: $4.1 billion compared to the $4.03 billion average estimate based on three analysts. The reported number represents a change of +19.5% year over year.Sales- Space: $3.5 billion versus the three-analyst average estimate of $3.45 billion. The reported number represents a year-over-year change of +5.7%.Operating profit (loss)- Aeronautics: $760 million versus the three-analyst average estimate of $723.83 million.Operating profit (loss)- Space: $371 million compared to the $345.8 million average estimate based on three analysts.Operating profit (loss)- Rotary and Mission Systems: $437 million compared to the $459.79 million average estimate based on three analysts.Operating profit (loss)- Missiles and Fire Control: $594 million versus the three-analyst average estimate of $559.2 million.View all Key Company Metrics for Lockheed here>>>
Shares of Lockheed have returned +4.6% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
A.O. Smith (AOS - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis maker of water heaters and boilers is expected to post quarterly earnings of $0.96 per share in its upcoming report, which represents a year-over-year change of -10.3%.
Revenues are expected to be $986.45 million, down 2.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.21% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for A.O. Smith?For A.O. Smith, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -2.08%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that A.O. Smith will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that A.O. Smith would post earnings of $0.94 per share when it actually produced earnings of $0.85, delivering a surprise of -9.57%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
A.O. Smith doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
NXP Semiconductors čeká za čtvrtletí zisk 3,54 USD na akcii a tržby 3,47 miliardy USD, což je meziročně o 30,2 % a 18,6 % více. Odhad EPS byl za posledních 30 dní zvýšen o 0,8 %.
The upcoming report from NXP Semiconductors (NXPI - Free Report) is expected to reveal quarterly earnings of $3.54 per share, indicating an increase of 30.2% compared to the year-ago period. Analysts forecast revenues of $3.47 billion, representing an increase of 18.6% year over year.
The consensus EPS estimate for the quarter has been revised 0.8% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
Bearing this in mind, let's now explore the average estimates of specific NXP metrics that are commonly monitored and projected by Wall Street analysts.
The collective assessment of analysts points to an estimated 'Revenue- Automotive' of $1.93 billion. The estimate indicates a change of +11.9% from the prior-year quarter.
The consensus estimate for 'Revenue- Communications Infrastructure & Other' stands at $436.98 million. The estimate suggests a change of +36.6% year over year.
The consensus among analysts is that 'Revenue- Industrial & IoT' will reach $742.34 million. The estimate indicates a change of +36% from the prior-year quarter.
Analysts forecast 'Revenue- Mobile' to reach $348.67 million. The estimate indicates a change of +5.3% from the prior-year quarter.
View all Key Company Metrics for NXP here>>>
NXP shares have witnessed a change of -5.2% in the past month, in contrast to the Zacks S&P 500 composite's +0.4% move. With a Zacks Rank #2 (Buy), NXPI is expected outperform the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways SPGI is expected to report Q2 EPS of $4.49, up 1.4% y/y, before market open on July 28. S&P Global's ratings and indices revenues are projected to rise on debt activity and asset-linked fees. SPGI's market intelligence and mobility units are expected to benefit from AI, M&A and subscriptions. S&P Global Inc. (SPGI - Free Report) is scheduled to release second-quarter 2026 results on July 28, before market open.
SPGI has a decent history of earnings surprises, having surpassed the Zacks Consensus Estimate in the past three trailing quarters and missing once, with an average surprise of 3.6%.
S&P Global’s Q2 ExpectationsThe Zacks Consensus Estimate for revenue is pegged at $3.7 billion, indicating a 2.9% decline from the year-ago quarter’s actual.
The consensus mark for revenues from market intelligence is close to $1.3 billion, which is indicated to improve 3.6% year over year. Growth in this segment is likely to have been attributed to product strength, fast-paced AI integration, strategic M&A, and robust commercial sales. Strong renewals and net sales across the franchise are anticipated to have driven subscription revenues. The With Intelligence buyout is expected to have provided a continued impetus to the segment’s growth.
For ratings, the Zacks Consensus Estimate for revenues is set at $1.3 billion, a 14.4% jump from the year-ago actuals. Expansion in transactional and non-transactional revenues is anticipated to have improved this segment’s growth. Transactional revenues are likely to have been supported by rising billed issuance, driven by solid investment-grade debt activity. Higher annual fees and strong CRISIL performance are relevant factors expected to have improved non-transactional revenues.
The Zacks Consensus Estimate for mobility revenues is set at $473 million, up 8% year over year. Solid subscription momentum, coupled with customer wins across CARFAX and automotiveMastermind, is expected to have supported this segment’s growth. Momentum in subscription adoption and discretionary spending is likely to have aided manufacturing revenues, adding to the segment’s growth.
The consensus mark for revenues from indices is pinned at $534.8 million. It is anticipated to improve 19.9% year over year. Asset-linked fees and consistent net inflows into the S&P 500 are expected to have been the primary factors improving the segment’s revenues. Other factors, including high trading volumes, innovation in decentralized finance and robust business demand in data and custom subscriptions, are likely to have contributed to growth.
The consensus estimate for earnings per share is set at $4.49, indicating a 1.4% increase on a year-over-year basis.
What Our Model Predicts About SPGIOur proven model does not conclusively predict an earnings beat for S&P Global this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
SPGI has an Earnings ESP of 0.00% and a Zacks Rank of 5 (Strong Sell).
Stocks to ConsiderHere are a few stocks that, according to our model, have the right combination of elements to beat on earnings this time around.
Chatham Lodging Trust (CLDT - Free Report) : The Zacks Consensus Estimate for the company’s second-quarter 2026 revenues is $86.9 million, suggesting an 8.2% year-over-year rise. For earnings, the consensus estimate is kept at 45 cents per share, indicating a 25% uptick from the year-ago quarter’s actual. The company beat the consensus estimate in the trailing four quarters, with an average surprise of 15.6%.
CLDT has an Earnings ESP of +2.22% and sports a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The company is scheduled to declare second-quarter 2026 results on Aug. 4.
Apple Hospitality REIT (APLE - Free Report) : The Zacks Consensus Estimate for the company’s second-quarter 2026 revenues is pegged at $393.7 million, indicating year-over-year growth of 2.4%. For earnings, the consensus estimate is 49 cents, suggesting a 4.3% gain from the year-ago quarter’s reported figure. The company beat the consensus estimate in the trailing quarters, with an average of 4.5%.
APLE has an Earnings ESP of +2.04% and a Zacks Rank of 1 at present. The company is scheduled to declare second-quarter 2026 results on Aug. 5.
Freeport-McMoRan (FCX - Free Report) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +19.36%. A quarter ago, it was expected that this mining company would post earnings of $0.47 per share when it actually produced earnings of $0.57, delivering a surprise of +21.28%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Freeport-McMoRan, which belongs to the Zacks Mining - Non Ferrous industry, posted revenues of $7.03 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 8.57%. This compares to year-ago revenues of $7.58 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Freeport-McMoRan shares have added about 28% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Freeport-McMoRan?While Freeport-McMoRan has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Freeport-McMoRan was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.77 on $7.29 billion in revenues for the coming quarter and $2.72 on $28.37 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Mining - Non Ferrous is currently in the bottom 32% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Energy Fuels (UUUU - Free Report) , has yet to report results for the quarter ended June 2026.
This uranium and vanadium miner and developer is expected to post quarterly loss of $0.05 per share in its upcoming report, which represents a year-over-year change of +50%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Energy Fuels' revenues are expected to be $30.2 million, up 617.3% from the year-ago quarter.
Wix.com čelí vyšetřování po 46% meziročním růstu provozních nákladů v 1. čtvrtletí 2026 a 88% skoku ne-GAAP nákladů na prodej a marketing na 190,7 mil. USD. Akcie 13. května 2026 spadly o 27 % a firma přišla o více než 1,1 mld. USD tržní kapitalizace.
SAN FRANCISCO, July 23, 2026 (GLOBE NEWSWIRE) -- Investors in Wix.com Ltd. (NASDAQ: WIX) saw the price of their shares tank $20.56 (-27%) on May 13, 2026, wiping out over $1.1 billion of the company’s market capitalization, after Wix announced its Q1 2026 financial results and a massive 46% year-over-year increase in operating expenses and questions over the company’s ability to defend its core business.
The news and severe market reaction have prompted national shareholder rights law firm Hagens Berman to open an investigation into whether Wix may have misled investors about the nature of its spending and, if so, whether the federal securities laws may have been violated. The firm urges Wix investors who suffered significant losses to contact the firm now to discuss their rights.
Wix.com Ltd. (WIX) Investigation:
Global web development platform company Wix faces AI disruption concerns over whether traditional website builders can maintain competitive moats as AI-native tools proliferate and enable non-technical users to create web presence without needing platforms like Wix.
To confront this challenge, Wix positioned AI initiatives, Base44 and Harmony, as a two-pronged defense against the vibe coding trend threatening the company’s core business.
The company has assured investors that “[w]e expect innovation-driven growth to be accompanied by high impact but disciplined investments to fully unlock the market opportunity ahead for both Wix and Base44.”
In contrast, investors’ expectations were dashed on May 13, 2026. That day, Wix revealed aggressive and front-loaded AI compute expenses for Harmony and Base44. More specifically, the rapid expansion of Base44 and Harmony rollout radically altered Wix’s cost structure primarily through front-loading sales and marketing (“S&M”) expenses. Collectively, the initiatives drove non-GAAP S&M expenses to $190.7 million, a year-over-year 88% increase that caused the company’s non-GAAP operating margin to collapse from 21% during the prior year period to just 5% while sending its quarterly operating expenses up 46% from the prior year period.
The market swiftly reacted, scalping over $1.1 billion from Wix’s market capitalization that day and prompting analysts’ surprise over the magnitude of the margin miss.
“We’re investigating whether Wix may have intentionally understated the adverse effects of its AI initiatives on its operating results,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in Wix and have substantial losses, or have knowledge that may assist the firm’s investigation, submit your losses now »
If you’d like more information and answers to frequently asked questions about the firm’s Wix investigation, read more »
Whistleblowers: Persons with non-public information regarding Wix should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Key Takeaways Vale reports Q2 results on July 30, with sales seen up 15.6% and EPS expected to decline 22% year over year.VALE posted higher iron ore, copper and nickel production, sales and realized prices during the quarter.Vale's higher volumes and pricing may lift revenues, while elevated operating costs could weigh on earnings. Vale S.A. (VALE - Free Report) is set to release its second-quarter 2026 results on July 30, after market close.
The Zacks Consensus Estimate for Vale’s sales is pegged at $10.18 billion, indicating a 15.6% increase from the year-ago quarter's reported figure. The consensus mark for earnings has moved down 18.7% over the past 60 days to 39 cents per share. The figure indicates a 22% year-over-year decline.
Image Source: Zacks Investment Research
VALE’s Earnings Surprise HistoryVale’s earnings performance has been mixed in recent quarters. Earnings missed the Zacks Consensus Estimate in two of the trailing four quarters and beat the mark in the other two, delivering an average surprise of 7.23%.
Image Source: Zacks Investment Research
What the Zacks Model Unveils for VALE StockOur proven model does not conclusively predict an earnings beat for Vale this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, but that is not the case here.
Earnings ESP: The Earnings ESP for Vale is 0.00%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Zacks Rank: Vale currently has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Likely to Have Shaped Vale's Q2 PerformanceVale recently released its second-quarter production and sales update, offering an insight into its expected quarterly performance.
Iron ore production was 84.3 Mt, a 0.8% year-over-year increase. This performance was driven by record output at the S11D mine as well as the ramp-up of the Capanema and VGR1 projects. Pellet production was down 7% year over year to 7.3 Mt, owing to the temporary suspension of production at the Oman pellet plants amid the Middle East conflict and the associated logistical constraints.
Iron ore fines sales grew 3.4% from the year-ago quarter to 69.9 Mt. Pellet sales increased 3.5% to 7.7 Mt. Total iron ore sales rose 3% year over year to 79.7 Mt, reflecting the sale of inventories from previous periods and higher production.
Average realized iron ore fines prices were $95 per ton in the quarter, up 11.6% year over year. Realized prices for iron ore pellets were up 2% to $137 per ton.
Copper production was up 6.3% year over year to 98.4 kt. Record production at Salobo and improved performance at Sossego and Voisey’s Bay led to the year-over-year improvement. Vale sold 97.6 kt of copper in the second quarter, which was 9.7% higher than the prior-year quarter, in line with the production increase.
The average realized price for copper operations only (Salobo and Sossego) was $14,062 per ton, marking a 56.5% year-over-year surge. The average realized copper price for all operations (including copper sales originating from nickel operations) was $14,095 per ton.
Nickel production for the quarter was 42 kt, up 4.2% year over year. Higher output from Onça Puma as well as record production at Long Harbour helped offset the impact of the biennial planned maintenance at Sudbury downstream facilities.
Nickel sales were recorded at 44.4 kt, up 7.2% from the year-ago quarter. The average realized nickel price was $18,061 per ton, up 14.3% from the year-ago quarter.
Revenues for the Iron Solutions segment are expected to have benefited from higher iron ore volumes and improved pricing. Higher volumes and prices for both copper and nickel are also expected to have boosted the Base Metals segment’s revenues.
While Vale’s top-line results are expected to reflect higher sales volumes and prices, elevated operating costs are likely to have weighed on its earnings. Vale’s ongoing cost-control initiatives are expected to have cushioned some of the impact.
VALE Stock’s Price Performance & ValuationIn a year, shares of Vale have gained 45.2% compared with the industry’s 38.9% growth.
Image Source: Zacks Investment Research
Stocks Likely to Deliver Earnings BeatHere are some Basic Material stocks with the right combination of elements to post an earnings beat in their upcoming releases.
Ternium (TX - Free Report) , scheduled to release second-quarter 2026 earnings on Aug. 4, has an Earnings ESP of +21.40% and a Zacks Rank of 1 at present.
The Zacks Consensus Estimate for earnings for Ternium for the second quarter of 2026 is pegged at $1.29 per share, suggesting an 0.8% year-over-year increase. TX has a trailing four-quarter average earnings surprise of 3.51%.
Avient (AVNT - Free Report) , scheduled to release second-quarter 2026 earnings on Aug. 6, has an Earnings ESP of +70.87% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for earnings for Avient for the second quarter of 2026 is 89 cents per share, indicating an 11.2% year-over-year increase. Avient has a trailing four-quarter average earnings surprise of 2.1%.
Element Solutions (ESI - Free Report) , scheduled to release second-quarter 2026 earnings on July 27, has an Earnings ESP of +1.54% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Element Solutions’ earnings for the second quarter of 2026 is pegged at 73 cents per share, indicating 16% growth from the year-ago quarter’s reported figure. Element Solutions has a trailing four-quarter average earnings surprise of 4.6%.
Marriott International podepsala s Catalonia Hotels & Resorts dvě dohody o all-inclusive resortech v Montego Bay na Jamajce a v Zanzibaru v Tanzanii. Otevření se očekává v letech 2028 a 2027.
Fueling growth in Marriott's global all-inclusive portfolio, agreement is set to bring Autograph Collection Hotels to Zanzibar and Marriott Hotels to Jamaica.
Key Facts:
Marriott International and Catalonia Hotels & Resorts are expanding their relationship through two new all-inclusive resorts in Jamaica and Tanzania. The projects will bring a Marriott Hotels All-Inclusive Resort to Montego Bay, Jamaica, and an Autograph Collection All-Inclusive Resort to Zanzibar, Tanzania, two growing leisure destinations. The agreements support Marriott's continued global expansion in all-inclusive resorts, with 38 open properties in CALA and 20 additional projects in the pipeline across CALA and EMEA. , /PRNewswire/ -- Marriott International, Inc. today announced the signing of two all-inclusive resort agreements with Catalonia Hotels & Resorts, the leading Spanish hospitality company. Signed on July 22 in Barcelona, the agreements include a Marriott Hotels All-Inclusive Resort in Montego Bay, Jamaica, and an Autograph Collection All-Inclusive Resort in Zanzibar, Tanzania, reinforcing Marriott's continued expansion in the all-inclusive segment and Catalonia's confidence in Marriott's brand portfolio.
Rendering of Marriott All-Inclusive Resort in Montego Bay, Jamaica "These agreements represent a significant milestone in our all-inclusive strategy and demonstrate the strength of our relationships with experienced owners seeking to maximize value through Marriott's globally recognized brands," said Laurent de Kousemaeker, Chief Development Officer, Caribbean and Latin America (CALA) for Marriott International. "Catalonia already knows Marriott through its ownership of Renaissance Barcelona Fira Hotel, and we are delighted to expand our collaboration through two distinctive resorts in highly desirable leisure destinations. We continue to see growing interest from owners and investors who recognize the power of Marriott's brands, distribution platform, and development expertise."
Introducing Marriott Hotels to Montego Bay, one of Jamaica's leading resort destinations, The Marriott All-Inclusive Resort in Montego Bay is expected to open in 2028 following the conversion of the former Catalonia Montego Bay. Located on a beachfront site near Sangster International Airport, the 522-room resort is planned to feature 13 dining venues, three pools, approximately 12,917 square feet of meeting space, a spa, fitness center, tennis and pickleball courts, a lazy river, and more than 2,130 feet of beachfront.
The second agreement will introduce an All-Inclusive Resort to Zanzibar, Tanzania under Autograph Collection Hotels. Expected to open in 2027, the new-build property is planned to feature 271 guestrooms and a wellness-focused guest experience. Planned amenities include multiple swimming pools, a spa, a theater, an oceanfront jetty with a seawater pool and bar, and a diverse culinary program with a variety of specialty restaurants. Upon opening, the resort will offer travelers an all-inclusive experience that combines the individuality and character of the Autograph Collection brand with Zanzibar's rich culture, natural beauty, and growing appeal as an international leisure destination.
"These signings highlight Marriott's ability to grow strategically across multiple regions while serving owners with differentiated solutions tailored to local market opportunities," said Jerome Briet, Chief Development Officer, Europe, Middle East and Africa (EMEA) for Marriott International. "The addition of this Autograph Collection Resort in Zanzibar represents an important step in our all-inclusive expansion across the EMEA region. Backed by a strong all-inclusive pipeline and proven expertise, Marriott's brand portfolio offers owners diverse opportunities to expand in all-inclusive in coveted markets around the world."
Catalonia currently owns, leases, and operates 82 hotels totaling more than 12,000 rooms. The company has built a strong reputation through a portfolio that spans urban hotels throughout Europe and leisure resorts in CALA, including properties in Mexico and the Dominican Republic. Catalonia also owns the Renaissance Barcelona Fira Hotel, an incredible property in the Fira area of Barcelona.
"We are pleased to strengthen our relationship with Marriott International through these two significant projects," said Manuel Valenzuela, Chief Commercial & Operations Officer, on behalf of Catalonia Hotels & Resorts. "This agreement reflects leading international brands' recognition of our operational excellence and the strength of our management model. It also aligns with the company's expansion strategy, including collaborations that support our growth in strategic markets."
As a leader in the all-inclusive segment, Marriott continues to grow its portfolio across key leisure destinations worldwide. As of July 2026, the company has 38 all-inclusive properties across nine markets in the CALA region under seven brands, with 16 properties representing 5,600 rooms in the development pipeline. In the EMEA region, Marriott's all-inclusive pipeline includes 4 properties representing nearly 1,990 rooms.
These agreements further reinforce Marriott's commitment to expanding its global all-inclusive footprint while providing owners with access to Marriott Bonvoy, the industry-leading travel platform with nearly 283 million members.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with approximately 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
ABOUT CATALONIA HOTELS & RESORTS
Catalonia Hotels & Resorts is a family-owned hotel company founded in Barcelona in the early 1980s. The group currently operates 82 hotels and resorts across 25 destinations, with more than 12,000 rooms and a strong presence in Barcelona, Madrid, other key Spanish and European cities, as well as the Caribbean. Its portfolio comprises urban hotels, leisure properties and all-inclusive resorts, supported by a growth model that combines asset ownership with excellence in the long-term operation of its hotels.
ABOUT MARRIOTT HOTELS
With over 615 hotels and resorts in more than 70 countries and territories around the world, Marriott Hotels® continues to elevate the art of hospitality – placing people first is the brand's living legacy – ensuring guests always feel deeply cared for throughout their stay. Marriott Hotels raises the bar by consistently delivering heartfelt service, with modern, comfortable spaces, and by providing experiences elevated beyond the everyday. As global travelers' needs and expectations evolve, so does Marriott Hotels, leading the industry with innovations including the Greatroom lobby and Mobile Guest Services that embrace style, design, and technology. For more information, please visit www.marriotthotels.com, and stay connected on Facebook, @marriott on X, and @marriotthotels on Instagram. Marriott Hotels is proud to participate in Marriott Bonvoy®, the global travel program from Marriott International. The program offers members an extraordinary portfolio of global brands, exclusive experiences on Marriott Bonvoy Moments, and unparalleled benefits including free nights and Elite status recognition. To enroll for free or for more information about the program, visit marriottbonvoy.com.
ABOUT AUTOGRAPH COLLECTION HOTELS
Autograph Collection® Hotels advocates for the original, championing the individuality of each of its over 360 independent hotels located in the most desirable destinations across more than 55 countries and territories. Each hotel is a product of passion, inspired by a clear vision, soul, and story that makes it individual and special: Exactly Like Nothing Else. Hand-selected for their inherent craft and distinct perspectives on design and hospitality, Autograph Collection properties offer rich immersive moments that leave a lasting imprint. For more information, please visit www.autographhotels.com, and explore on social via Instagram, X, and Facebook to be inspired by immersive moments that are #ExactlyLikeNothingElse. Autograph Collection is proud to participate in Marriott Bonvoy®, the global travel program from Marriott International. The program offers members an extraordinary portfolio of global brands, exclusive experiences on Marriott Bonvoy Moments and unparalleled benefits including free nights and Elite status recognition. To enroll for free or for more information about the program, visit marriottbonvoy.com.
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Paramount+ is planning a free tier to bring in new customers. Business Insider Paramount+ is looking to level up by making more of its content free.
Paramount's flagship streamer plans to expand access to movies and shows available to people without a subscription, according to an internal presentation viewed by Business Insider.
This so-called "free front porch" feature would allow people in the US to watch select movies and shows at no cost by registering for a free account, the presentation said.
The free tier rollout is expected to begin in the third quarter with the Paramount+ mobile app, and was listed as a "Q3 Product Priority" during a town hall on Wednesday, along with a plan to test micro dramas.
Business Insider reported in January that Paramount+ was exploring a push into "free content" after viewing an internal presentation sent by Dan Reich, the Paramount+ head of global product and design.
Paramount already has free streamer Pluto TV, which it's putting on the same tech platform as its namesake streamer in a process called "convergence." Paramount+ also has had a limited selection of free TV episodes on its website.
Although paid streamers usually don't allow access to shows without a subscription, Apple TV lets users sample shows, and Business Insider reported that Disney+ is exploring free content.
Hollywood is increasingly seeing the value of free as YouTube and other free-to-access services gain viewers amid price hikes at paid streamers.
A free tier can 'drive acquisition and winbacks'Expanding the free offering on Paramount+ — which costs $8.99 a month with ads or $13.99 without ads — would give new users "less friction to browse and watch" and "more reasons to sign up," according to the presentation.
By requiring users to register with their emails to watch free content, Paramount brings potential customers one step closer to subscribing and can send them marketing emails to convince them to pay.
The slide deck said this strategy can "drive acquisition and winbacks" (bringing back past customers who've canceled) by building habits and giving them a reason to keep the Paramount+ app on their phones.
Paramount said it did A/B tests on its iOS app and found that "moving the paywall didn't harm paid starts," or new subscriptions.
Paramount+ will let users watch its short-form vertical video feed without registering or subscribing, the presentation said.
While Paramount is "defining success targets" for the free front porch with its finance and marketing teams, the presentation indicated that it will evaluate its success by seeing how many account registrations it drives and by the marketing emails that it sends.
Besides hooking potential customers on its shows, Paramount can also use its free tier to grow advertising revenue and inventory. The presentation said monetizing free content with ads was a strategic goal.
Show samples can "drive reach and visit frequency," the presentation said.
The best things in life are freeDavid Ellison's company is trying to gain ground on Netflix and take on YouTube by pushing into free streaming and short-form content, including micro dramas.
Audiences are increasingly gravitating toward free streamers, which have significantly increased their share of viewership on US TVs in recent years relative to their paid peers, according to Nielsen.
The top three free streaming services — YouTube, The Roku Channel, and Tubi — had an 18.7% viewership share on US TVs in April, the latest month that Nielsen data is available. A year earlier, that figure was 16.8%, and it was 12.7% in April 2024.
By contrast, large paid streamers like Netflix, Disney+, and Hulu have only grown their viewership shares slightly in the last two years.
Meanwhile, Paramount+ and Pluto TV have struggled in the year since April 2025, with their viewership share falling from 2.4% to 2.1% in April 2026.
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Rivian Automotive čeká za čtvrtletí ztrátu 0,65 USD na akcii při tržbách 1,58 miliardy USD. Odhad EPS byl za 30 dní zvýšen o 1,21 %, ale Earnings ESP je -4,29 %.
Wall Street expects a year-over-year increase in earnings on higher revenues when Rivian Automotive (RIVN - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis a manufacturer of motor vehicles and passenger cars is expected to post quarterly loss of $0.65 per share in its upcoming report, which represents a year-over-year change of +18.8%.
Revenues are expected to be $1.58 billion, up 21.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.21% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Rivian Automotive?For Rivian Automotive, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -4.29%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Rivian Automotive will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Rivian Automotive would post a loss of$0.6 per share when it actually produced a loss of -$0.55, delivering a surprise of +8.33%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Rivian Automotive doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsFord Motor Company (F - Free Report) , another stock in the Zacks Automotive - Domestic industry, is expected to report earnings per share of $0.33 for the quarter ended June 2026. This estimate points to a year-over-year change of -10.8%. Revenues for the quarter are expected to be $45.72 billion, down 2.6% from the year-ago quarter.
The consensus EPS estimate for Ford Motor has been revised 5.3% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -5.58%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Ford Motor will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Blackstone ve čtvrtletí končícím v červnu 2026 zvýšil výnosy o 23,7 % na 3,8 miliardy USD a EPS vzrostl na 1,52 USD. Výsledek překonal odhady Wall Street.
For the quarter ended June 2026, Blackstone Inc. (BX - Free Report) reported revenue of $3.8 billion, up 23.7% over the same period last year. EPS came in at $1.52, compared to $1.21 in the year-ago quarter.
The reported revenue represents a surprise of +12.7% over the Zacks Consensus Estimate of $3.37 billion. With the consensus EPS estimate being $1.33, the EPS surprise was +14.29%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Blackstone Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Fee-Earning Assets Under Management Rollforward - Private Equity: $267.82 billion versus $262.28 billion estimated by four analysts on average.Fee-Earning Assets Under Management Rollforward - Real Estate: $277.42 billion versus the four-analyst average estimate of $278.48 billion.Fee-Earning Assets Under Management Rollforward - Hedge Fund Solutions (Multi-Asset Investing): $98.11 billion versus the four-analyst average estimate of $92.81 billion.Fee-Earning Assets Under Management Rollforward - Credit & Insurance: $318.24 billion compared to the $323.02 billion average estimate based on four analysts.Segment Revenues- Realized Principal Investment Income: $27.5 million versus the four-analyst average estimate of $40.06 million. The reported number represents a year-over-year change of -6.5%.Segment Revenues- Credit & Insurance- Total Management Fees, Net: $572.76 million versus the four-analyst average estimate of $516.72 million. The reported number represents a year-over-year change of +21.7%.Segment Revenues- Private Equity- Base Management Fees: $681.44 million versus the four-analyst average estimate of $684.56 million. The reported number represents a year-over-year change of +12.6%.Segment Revenues- Multi-Asset Investing- Total Management Fees, Net: $155.88 million compared to the $152.81 million average estimate based on four analysts. The reported number represents a change of +18.3% year over year.Segment Revenues- Real Estate- Total Management Fees, Net: $727.08 million versus $682.51 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.2% change.Segment Revenues- Private Equity- Total Management Fees, Net: $794.58 million versus the four-analyst average estimate of $776.89 million. The reported number represents a year-over-year change of +12.5%.Segment Revenues- Total Management and Advisory Fees, Net: $2.25 billion compared to the $2.13 billion average estimate based on four analysts. The reported number represents a change of +11.4% year over year.Segment Revenues- Base Management Fees: $1.96 billion versus the four-analyst average estimate of $1.99 billion. The reported number represents a year-over-year change of +4.5%.View all Key Company Metrics for Blackstone Inc. here>>>
Shares of Blackstone Inc. have returned +8.7% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Crocs čeká za čtvrtletí zisk 4,32 USD na akcii, což je meziročně o 2,1 % více, při tržbách 1,15 mld. USD, tedy o 0,2 % méně. Odhady ale slábnou a firma sází na menší šanci na překonání konsenzu.
The market expects Crocs (CROX - Free Report) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis footwear company is expected to post quarterly earnings of $4.32 per share in its upcoming report, which represents a year-over-year change of +2.1%.
Revenues are expected to be $1.15 billion, down 0.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.34% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Crocs?For Crocs, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.12%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Crocs will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Crocs would post earnings of $2.78 per share when it actually produced earnings of $2.99, delivering a surprise of +7.55%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Crocs doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
SummaryNorthrop Grumman delivered strong Q2 2026 results, with 5% sales growth, a record $104.7B backlog, and raised 2026 guidance despite headline margin pressure.NOC's margin compression stemmed from isolated program issues (SiAW, GEM 63XL), while core segments operated near historical margin levels and cash flow surged.2026 guidance now implies $44B in sales, $28.60–$29.10 EPS, and $3.1–$3.5B in free cash flow, with B-21, Sentinel, and national security space as key growth drivers.I maintain a Strong Buy rating with a $656 base case price target (25% upside), citing stable growth, a robust backlog, and future shareholder return potential post-CapEx cycle.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Getty Images
Northrop Grumman Corporation (NOC) reported a stronger second quarter than the headline year-on-year comparisons suggest. Sales increased modestly, backlog rose to record levels, and adjusted free cash flow surged, with margins and earnings per share being the only metrics with
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Neurocrine Biosciences čeká na výsledky za čtvrtletí s odhadovaným ziskem na akcii 2,24 USD a tržbami 894,32 mil. USD. Oproti loňsku by to znamenalo meziroční růst zisku o 111,3 % a tržeb o 30,1 %.
Wall Street expects a year-over-year increase in earnings on higher revenues when Neurocrine Biosciences (NBIX - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis biopharmaceutical company is expected to post quarterly earnings of $2.24 per share in its upcoming report, which represents a year-over-year change of +111.3%.
Revenues are expected to be $894.32 million, up 30.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Neurocrine?For Neurocrine, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +3.77%.
On the other hand, the stock currently carries a Zacks Rank of #1.
So, this combination indicates that Neurocrine will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Neurocrine would post earnings of $1.68 per share when it actually produced earnings of $1.94, delivering a surprise of +15.48%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Neurocrine appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Medical - Drugs industry, Ionis Pharmaceuticals (IONS - Free Report) , is soon expected to post loss of $0.91 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -205.8%. Revenues for the quarter are expected to be $189.93 million, down 58% from the year-ago quarter.
The consensus EPS estimate for Ionis Pharmaceuticals has been revised 4.1% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +3.30%.
This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that Ionis Pharmaceuticals will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
The market expects Western Union (WU - Free Report) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis money transfer company is expected to post quarterly earnings of $0.43 per share in its upcoming report, which represents a year-over-year change of +2.4%.
Revenues are expected to be $1.01 billion, down 1.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.67% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Western Union?For Western Union, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -6.50%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Western Union will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Western Union would post earnings of $0.4 per share when it actually produced earnings of $0.25, delivering a surprise of -37.50%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Western Union doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerPaypal (PYPL - Free Report) , another stock in the Zacks Financial Transaction Services industry, is expected to report earnings per share of $1.28 for the quarter ended June 2026. This estimate points to a year-over-year change of -8.6%. Revenues for the quarter are expected to be $8.51 billion, up 2.7% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Paypal has been revised 0.2% down to the current level. Nevertheless, the company now has an Earnings ESP of -0.02%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Paypal will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
For the quarter ended June 2026, EQT Corporation (EQT - Free Report) reported revenue of $1.81 billion, up 13.2% over the same period last year. EPS came in at $0.39, compared to $0.45 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.83 billion, representing a surprise of -1.36%. The company delivered an EPS surprise of -4.88%, with the consensus EPS estimate being $0.41.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how EQT performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Natural gas - Average natural gas price, including cash settled derivatives: $2.51 versus $2.57 estimated by four analysts on average.Average Sales Price - Oil price: $70.14 versus $76.40 estimated by four analysts on average.Average daily sales volume - Total: 6,972.00 MMcfe/D compared to the 6,556.10 MMcfe/D average estimate based on four analysts.Average Sales Price - Natural gas price: $3.05 versus $2.54 estimated by four analysts on average.Oil - Sales volume: 468.00 MBBL compared to the 489.79 MBBL average estimate based on three analysts.Sales Volume - Total: 634,474.00 MMcfe versus 598,398.30 MMcfe estimated by three analysts on average.Operating revenues- Sales of natural gas, natural gas liquids and oil: $1.61 billion compared to the $1.7 billion average estimate based on three analysts. The reported number represents a change of -5.3% year over year.Revenues from contracts with customers- NGLs sales: $152.91 million compared to the $176.18 million average estimate based on three analysts. The reported number represents a change of +5.4% year over year.Operating revenues- Pipeline and other: $155.29 million compared to the $152.17 million average estimate based on three analysts. The reported number represents a change of +13.1% year over year.Natural gas sales, including cash settled derivatives: $1.5 billion versus the two-analyst average estimate of $1.43 billion. The reported number represents a year-over-year change of +4.2%.Total natural gas and liquids sales, including cash settled derivatives: $1.68 billion compared to the $1.75 billion average estimate based on two analysts. The reported number represents a change of +5.2% year over year.Revenues from contracts with customers- Oil sales: $32.79 million versus the two-analyst average estimate of $32.37 million. The reported number represents a year-over-year change of +102.6%.View all Key Company Metrics for EQT here>>>
Shares of EQT have returned +4.9% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Southern Co. má příští týden oznámit zisk 1,01 USD na akcii, tedy meziročně o 11 % více, při tržbách 7,38 miliardy USD. Analytici čekají překonání odhadů, protože Earnings ESP je +4,22 %.
Wall Street expects a year-over-year increase in earnings on higher revenues when Southern Co. (SO - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis power company is expected to post quarterly earnings of $1.01 per share in its upcoming report, which represents a year-over-year change of +11%.
Revenues are expected to be $7.38 billion, up 5.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.43% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Southern Co.?For Southern Co., the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +4.22%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Southern Co. will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Southern Co. would post earnings of $1.21 per share when it actually produced earnings of $1.32, delivering a surprise of +9.09%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Southern Co. appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Snap-On (SNA - Free Report) reported $1.24 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 4.7%. EPS of $4.96 for the same period compares to $4.72 a year ago.
The reported revenue represents a surprise of +1.12% over the Zacks Consensus Estimate of $1.22 billion. With the consensus EPS estimate being $4.90, the EPS surprise was +1.22%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Snap-On performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Sales- Financial Services Revenue: $99.7 million versus $102.57 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2% change.Net Sales- Intersegment eliminations: $-149.8 million versus $-135.47 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +17% change.Net Sales- Repair Systems & Information Group: $480.3 million versus $488.12 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.5% change.Net Sales- Snap-on Tools Group: $508.8 million versus $504.15 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.6% change.Net Sales- Commercial & Industrial Group: $395.8 million versus $366.85 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.8% change.Operating earnings / (losses)- Financial services: $67.5 million versus $69.07 million estimated by three analysts on average.Operating earnings / (losses)- Commercial & Industrial Group: $66.5 million versus the two-analyst average estimate of $56.51 million.Operating earnings / (losses)- Corporate: $-27.8 million compared to the $-27.66 million average estimate based on two analysts.Operating earnings / (losses)- Snap-on Tools Group: $115.1 million compared to the $119.05 million average estimate based on two analysts.Operating earnings / (losses)- Repair Systems & Information Group: $115.1 million versus the two-analyst average estimate of $122.69 million.View all Key Company Metrics for Snap-On here>>>
Shares of Snap-On have returned +3.6% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
United Bankshares (UBSI) za 2. čtvrtletí vykázala zisk 0,95 USD na akcii a tržby 324,61 milionu USD, obojí nad odhady. Zisk meziročně vzrostl z 0,85 USD na akcii.
United Bankshares (UBSI - Free Report) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +6.74%. A quarter ago, it was expected that this holding company for United Bank would post earnings of $0.85 per share when it actually produced earnings of $0.89, delivering a surprise of +4.71%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
United Bankshares, which belongs to the Zacks Banks - Southeast industry, posted revenues of $324.61 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.99%. This compares to year-ago revenues of $306.79 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
United Bankshares shares have added about 22.2% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for United Bankshares?While United Bankshares has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for United Bankshares was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.92 on $329.42 million in revenues for the coming quarter and $3.64 on $1.3 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Banks - Southeast is currently in the top 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, HomeTrust Bancshares (HTB - Free Report) , has yet to report results for the quarter ended June 2026.
This holding company for HomeTrust Bank is expected to post quarterly earnings of $0.89 per share in its upcoming report, which represents a year-over-year change of -11%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
HomeTrust Bancshares' revenues are expected to be $53.22 million, down 2.2% from the year-ago quarter.
RPM vstupuje do fiskálního roku 2027 s výhledem růstu tržeb o 3 % až 7 % a s podporou silných stavebních backlogů. Firma čeká asi 75 mil. USD úspor SG&A, které mají podpořit růst upravené EBITDA o 5 % až 10 %.
Key Takeaways RPM enters fiscal 2027 with 3% to 7% sales growth outlook and favorable construction backlogs.RPM targets about $75M in SG&A savings to support 5% to 10% adjusted EBITDA growth.RPM faces DIY weakness, raw material inflation and customer concentration risks entering fiscal 2027. RPM International Inc. (RPM - Free Report) enters fiscal 2027 with operating momentum in construction-linked businesses and a still-muted consumer backdrop.
The stock story depends on whether demand for engineered systems, repair work and efficiency savings can keep offsetting do-it-yourself weakness and early-year inflation.
How RPM International Makes MoneyRPM manufactures high-performance coatings, sealants and specialty chemicals used mainly in maintenance and improvement applications. Its products were sold in nearly 167 countries and territories as of May 31, 2026.
Its mix spans Construction Products, Performance Coatings, Consumer and Specialty-related operations after portfolio changes moved units into the larger groups. Products include roofing systems, concrete repair, flooring, fireproofing, hobby paints, caulks, adhesives, wood stains and building-envelope solutions.
RPM Gains From Repair and Infrastructure DemandInfrastructure and repair work remain central to RPM’s fiscal 2027 setup. Construction Products Group sales rose 8.8% in the latest quarter, supported by concrete admixtures, roofing restoration systems and labor-saving wall systems.
Performance Coatings Group sales increased 5%, helped by fireproofing systems, infrastructure projects and emerging-market demand. Backlogs in both construction segments were favorable entering fiscal 2027, while full-year consolidated sales are expected to increase 3% to 7%.
RPM Uses Systems To Win More Project SpendRPM’s system-selling strategy gives it a way to capture more of each project. Integrated roofing, wall, flooring and building-envelope offerings can simplify procurement, reduce labor needs and shorten construction schedules.
That matters when customers are managing tight timelines and skilled-labor constraints. The strategy also differentiates RPM from broader coatings peers such as The Sherwin-Williams Company (SHW - Free Report) , a major paints and coatings company, by emphasizing bundled project solutions rather than stand-alone product volume alone.
RPM Expands With Deals and Efficiency ProgramsAcquisitions are adding capability and category exposure. Kalzip brings metal roofing and façade offerings to Construction Products, while The Pink Stuff and Ready Seal supported Consumer Group sales during soft do-it-yourself conditions.
Efficiency is the other lever. RPM expects previously announced actions to generate about $75 million of fiscal 2027 selling, general and administrative benefits, including about $25 million in the fiscal first quarter, while plant consolidation and MAP-driven process work support its 5% to 10% adjusted EBITDA growth outlook.
What Could Slow RPM InternationalCost pressure is the clearest near-term issue. Raw material inflation is expected to remain elevated in the first half of fiscal 2027, with price-cost likely somewhat negative before improving later in the year.
Consumer demand is another constraint. Organic sales in the Consumer Group declined 0.8% in the latest quarter, and unit volumes fell about 2% to 3%. Masco Corporation (MAS - Free Report) , which operates in branded home improvement and building products, offers a relevant comparison point for investors watching consumer repair and remodeling demand.
Customer concentration adds risk because large retail customers accounted for about 65% of Consumer segment sales in fiscal 2025 and 22% of consolidated sales. Weather, interest rates and broader economic conditions can also affect construction, roofing and exterior paint demand.
How RPM’s Ratings Fit This StoryThe bottom line is balanced. RPM has credible drivers in infrastructure, restoration, acquisitions and cost discipline, but the near-term signal is not aggressive because inflation and consumer softness still limit earnings visibility.
The stock currently carries a Zacks Rank #3 (Hold). Its VGM Score of D, Value Score of C, Growth Score of C and Momentum Score of F point to a mixed style profile, especially after the current fiscal-year earnings estimate moved 0.4% lower over the past four weeks. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Those ratings fit a cautious stance. The Style Scores are designed to complement the Zacks Rank, and higher scores generally indicate more favorable value, growth or momentum characteristics. RPM’s current mix suggests investors may want more confirmation from estimate trends, margin recovery and consumer stabilization before taking a stronger view.
Akcie The Ensign Group (ENSG) po kritických zprávách Hunterbrook Media a Muddy Waters Research spadly 8 % 8. června a další 3 % 11. června. Od 7. června zmizelo přes 500 milionů USD tržní kapitalizace.
SAN FRANCISCO, July 23, 2026 (GLOBE NEWSWIRE) -- The Ensign Group (NASDAQ: ENSG) investors saw the price of their shares in the skilled nursing facilities (“SNFs”) provider tumble over 8% on June 8 and another 3% on June 11, 2026 after Hunterbrook Media and Muddy Waters Research, respectively, published highly critical reports questioning Ensign’s business practices.
In total, over $500 million of Ensign’s market capitalization has been wiped out since June 7, 2026, the day before the first of the two reports.
These developments have prompted national shareholder rights firm Hagens Berman to open an investigation into allegations within the two reports and whether Ensign may have violated the federal securities laws.
The firm encourages Ensign investors who suffered substantial losses to submit your losses now.
The Ensign Group (ENSG) Investigation:
The investigation is primarily focused on the propriety of Ensign’s disclosures about SNF acquisitions, regulatory compliance, and certain accounting matters.
In the past, Ensign repeatedly assured investors that “compliance and quality outcomes are precursors to outstanding financial performance” and “we strive to aggressively increase quality in every facility we acquire, and to adjust our overall policies to adapt to CMS’s changing criteria for the Five-Star Quality Rating System.”
But, on June 8, 2026, Hunterbrook published its report, contending in part that “Ensign’s profits can be traced to providing less care than its patients need – and less care than it is meant to provide based on the tax dollars it receives from the government.” In addition, the firm said that “[w]e found Ensign’s growth strategy is to buy struggling nursing homes – then cut staff at those facilities and bank the savings, all while claiming quality improves.”
Then, on June 11, 2026, Muddy Waters Research published its report, adding to Hunterbrook’s analysis. Muddy Waters sent investigators to 57 of Ensign’s SNFs and found “red flags consistent with rented” NHA licenses that enabled “Ensign to state the facilities have licensed Administrators when in fact these administrators are seldom on premise and do not substantively manage the facilities.”
The firm concluded that “this scheme, which could amount to fraud against states, Medicare, and Medicaid, is the pillar upon which Ensign’s acquisition strategy and margins is built[]” and “[u]nder the False Claims Act, if these practices have been in place for one year at ~20% of facilities, we estimate the violations carry theoretical sanctions in the billions of dollars.”
“Our investigation is focused on whether the analysts’ allegations are accurate and, if so, whether Ensign may have misled investors about its business practices and accounting,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in Ensign and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now »
If you’d like more information and answers to other frequently asked questions about the firm’s Ensign investigation, read more »
Whistleblowers: Persons with non-public information regarding Ensign should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Constellation Energy prostřednictvím své venture divize poprvé investovala do amerického vývojáře pokročilých malých modulárních reaktorů Blue Energy. Transakce má urychlit komercializaci SMR a podpořit projekt GE Vernova Hitachi BWRX-300.
Constellation Energy’s (CEG) venture arm has taken a stake in a reactor development company that is working around a gas-to-nuclear deployment model in coordination with GE Vernova (GEV). The transaction marks Constellation’s first equity investment in a U.S. nuclear developer focused on advanced small modular reactors (SMRs).
Key Takeaways Constellation Technology Ventures completed its first equity stake in a U.S. advanced SMR developer via Blue Energy. Blue Energy previously raised $380 million to develop multi-gigawatt gas-to-nuclear projects with GE Vernova. Financial advisors can access exposure to both Constellation Energy and GE Vernova through the Range Nuclear Renaissance ETF (NUKZ). Accelerating the Deployment of Small Modular Reactors (SMRs) Constellation’s venture arm has made a strategic equity investment in prefabricated nuclear power plant developer Blue Energy. As the operator behind the largest nuclear reactor fleet in the U.S., Constellation expects the deal to accelerate commercialization. According to a company statement, Constellation’s investment will help Blue Energy meet growing national power demands by making nuclear development predictable, rapidly scalable, and project-financeable.
Furthermore, Constellation said the investment in Blue Energy reinforces its deployment plans for GE Vernova Hitachi’s small modular reactor (SMR), the BWRX-300. The technology provides a proven, scalable path toward next-generation nuclear infrastructure across domestic markets.
See more: Advanced Nuclear Power Projects: Commercial SMR Deals Boost NUKZ
Gas-to-Nuclear Infrastructure Gains Traction The deal follows significant momentum for Blue Energy earlier this year. The firm previously secured $380 million in capital and established a strategic alliance with GE Vernova to construct multi-gigawatt gas-to-nuclear projects.
This energy generation deployment method has attracted strong interest. Power becomes available on-site almost immediately from gas turbines while SMRs are built in the background. Once the reactors are operational, the gas turbines are removed from the site and the load operates only on the clean nuclear power source.
Accessing Nuclear Supply Chains via NUKZ Investors tracking the sector can find direct exposure to these market leaders through nuclear ETFs. Both GE Vernova and Constellation Energy are holdings in the Range Nuclear Renaissance Index ETF (NUKZ). GE Vernova represents the fund’s second-largest position, accounting for 4.3% of total portfolio assets as of July 20.
NUKZ tracks the VettaFi Nuclear Renaissance Index, which provides exposure to companies across the nuclear energy ecosystem, including hardware providers and fuel suppliers.
Looking for nuclear insights in your inbox? Subscribe here to keep a pulse on nuclear investing through our weekly research.
For more news, information, and analysis, visit the Nuclear Energy Content Hub.
vettafi.com is owned by VettaFi LLC (“VettaFi”). VettaFi is the index provider for NUKZ, for which it receives an index licensing fee. However, NUKZ is not issued, sponsored, endorsed, or sold by VettaFi. VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of NUKZ.
Ameriprise Financial Services vykázala za čtvrtletí zisk 11,07 USD na akcii a tržby 4,9 miliardy USD, obojí nad odhady. Zisk i tržby meziročně vzrostly.
Ameriprise Financial Services (AMP - Free Report) came out with quarterly earnings of $11.07 per share, beating the Zacks Consensus Estimate of $10.72 per share. This compares to earnings of $9.11 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +3.27%. A quarter ago, it was expected that this financial services company would post earnings of $10.2 per share when it actually produced earnings of $11.26, delivering a surprise of +10.39%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Ameriprise, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $4.9 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.30%. This compares to year-ago revenues of $4.34 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Ameriprise shares have added about 7.4% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Ameriprise?While Ameriprise has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Ameriprise was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $11.21 on $4.93 billion in revenues for the coming quarter and $43.74 on $19.65 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the top 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Silvercrest (SAMG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This investment company is expected to post quarterly earnings of $0.13 per share in its upcoming report, which represents a year-over-year change of -48%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Silvercrest's revenues are expected to be $30.9 million, up 0.8% from the year-ago quarter.
Wall Street expects a year-over-year increase in earnings on higher revenues when Valero Energy (VLO - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis oil refiner is expected to post quarterly earnings of $9.81 per share in its upcoming report, which represents a year-over-year change of +330.3%.
Revenues are expected to be $35.95 billion, up 20.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 34.24% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Valero Energy?For Valero Energy, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.96%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that Valero Energy will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Valero Energy would post earnings of $3.07 per share when it actually produced earnings of $4.22, delivering a surprise of +37.46%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Valero Energy doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerCVR Energy (CVI - Free Report) , another stock in the Zacks Oil and Gas - Refining and Marketing industry, is expected to report earnings per share of $0.18 for the quarter ended June 2026. This estimate points to a year-over-year change of +178.3%. Revenues for the quarter are expected to be $2.17 billion, up 23.1% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for CVR has been revised 24.8% down to the current level. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that CVR will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Rollins ve 2. čtvrtletí nesplnil odhady výsledků i tržeb, i když oba ukazatele meziročně vzrostly. Slabší poptávka v rezidenčním segmentu tlačila na marže.
Key Takeaways Rollins missed Q2 earnings and revenue estimates despite year-over-year growth in both metrics.ROL cited weaker residential demand, while commercial and termite operations posted solid growth.Rollins is adjusting operations as demand softens and maintains a strong balance sheet. Rollins, Inc. (ROL - Free Report) reported unimpressive second-quarter 2026 results, with both earnings and revenues missing the Zacks Consensus Estimate.
ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter.
The quarter was affected by slower growth in parts of the residential pest control business, although commercial and termite operations continued to post healthy gains.
ROL’s shares have declined 25.1% over the past year compared with a 24.4% decline in the industry. The Zacks S&P 500 composite has risen 20.8% over the same time frame.
ROL's Quarterly Performance Reflects Mixed Demand TrendsResidential revenues increased 6.6% year over year to $485.8 million. Commercial revenues climbed 8.6% to $347.9 million, while termite and ancillary revenues rose 10.5% to $234.2 million. Franchise and other revenues declined 7.4% to $10.7 million.
Management attributed the softer residential performance to weaker consumer-initiated demand across search, digital media and inbound calls, which reduced lead volumes during the quarter. However, relationship-based channels, including home builders and door-to-door sales, delivered solid organic growth.
Rollins Faces Margin Pressure Despite Revenue GrowthOperating income increased 1.5% year over year to $201.4 million. However, the operating margin contracted 110 basis points to 18.7% as costs remained aligned for a stronger demand environment entering the peak season.
Adjusted operating income rose 2% to $209.9 million, while the adjusted operating margin declined 110 basis points to 19.5%. Adjusted EBITDA increased 2.2% to $236.3 million, with the adjusted EBITDA margin contracting 120 basis points to 21.9%.
ROL Management Takes Steps to Improve ExecutionManagement noted that demand trends softened during the quarter while the company's cost structure remained positioned for stronger growth, weighing on profitability.
To address these challenges, Rollins has implemented organizational and operational changes aimed at improving local execution, strengthening accountability and better aligning resources with current demand conditions. Management also indicated that lead volumes improved toward the end of June and continued into the first few weeks of July.
Rollins Maintains Healthy Cash GenerationThe company generated operating cash flow of $172.5 million during the quarter, down 1.5% from the prior-year period. Free cash flow totaled $166.1 million, declining 1.2% year over year.
During the quarter, Rollins invested $117 million in acquisitions, spent $6.4 million on capital expenditures and paid dividends totaling $88.1 million, reflecting its continued focus on growth investments and shareholder returns.
ROL Balance Sheet Remains StrongRollins exited the quarter with cash and cash equivalents of $109.1 million compared with $100 million at year-end 2025. Long-term debt totaled $487.1 million, essentially unchanged from year-end 2025.
The company reiterated that its balance sheet remains strong and provides ample financial flexibility to pursue acquisitions, invest in long-term growth initiatives and maintain its balanced capital allocation strategy.
Rollins currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Earnings SnapshotsWEX Inc. (WEX - Free Report) reported better-than-expected second-quarter 2026 results. WEX’s adjusted earnings per share of $5.35 outpaced the Zacks Consensus Estimate by 5.3% and increased 35.4% from the year-ago quarter. WEX’s revenues of $753.5 million surpassed the consensus estimate by 1.8% and improved 14.2% year over year.
Waste Connections, Inc. (WCN - Free Report) posted impressive second-quarter 2026 results. WCN’s adjusted earnings of $1.50 per share outpaced the consensus mark by 11.1% and rose 16.3% from the year-ago quarter. WCN’s total revenues of $2.56 billion surpassed the consensus mark by 1.1% and increased 6.4% year over year.
Wall Street čeká, že Sonic Automotive vykáže za čtvrtletí zisk 1,75 USD na akcii, což je meziročně o 20,1 % méně. Tržby mají vzrůst na 3,78 miliardy USD.
Wall Street expects a year-over-year decline in earnings on higher revenues when Sonic Automotive (SAH - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis auto dealer is expected to post quarterly earnings of $1.75 per share in its upcoming report, which represents a year-over-year change of -20.1%.
Revenues are expected to be $3.78 billion, up 3.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.35% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Sonic Automotive?For Sonic Automotive, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that Sonic Automotive will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Sonic Automotive would post earnings of $1.46 per share when it actually produced earnings of $1.62, delivering a surprise of +10.96%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Sonic Automotive doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Automotive - Retail and Whole Sales industry, Lithia Motors (LAD - Free Report) , is soon expected to post earnings of $8.67 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -15.3%. Revenues for the quarter are expected to be $9.64 billion, up 0.6% from the year-ago quarter.
The consensus EPS estimate for Lithia Motors has remained unchanged over the last 30 days. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.31%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Lithia Motors will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Wall Street čeká, že Federal Signal při výsledcích za čtvrtletí končící v červnu zvýší EPS o 9,4 % na 1,28 USD a tržby o 18,6 % na 669,62 mil. USD. Analytici navíc vidí vysokou šanci na překonání odhadu.
Wall Street expects a year-over-year increase in earnings on higher revenues when Federal Signal (FSS - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company that makes products ranging from street sweepers to toll booth technology for government, industrial and commercial customers is expected to post quarterly earnings of $1.28 per share in its upcoming report, which represents a year-over-year change of +9.4%.
Revenues are expected to be $669.62 million, up 18.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.13% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Federal Signal?For Federal Signal, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.55%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Federal Signal will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Federal Signal would post earnings of $0.89 per share when it actually produced earnings of $1.18, delivering a surprise of +32.58%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Federal Signal appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Automotive - Domestic industry, Paccar (PCAR - Free Report) , is soon expected to post earnings of $1.33 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -2.9%. Revenues for the quarter are expected to be $7.1 billion, up 2% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Paccar has been revised 2.6% up to the current level. Nevertheless, the company now has an Earnings ESP of -0.05%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Paccar will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Comcast uvedl, že NBCUniversal už jedná s potenciálními partnery, protože se po rozdělení chce prosadit jako samostatná firma. Rozdělení má být dokončeno do příštího léta.
Using the word “independent” multiple times to describe NBCUniversal‘s forthcoming independence, Comcast Co-CEOs Brian Roberts and Mike Cavanagh said they are already talking with potential partners.
Speaking to Wall Street investors on Comcast’s second-quarter earnings call Thursday, the execs said NBCU has started to explore its options. In an apparent reference to this month’s edition of the annual Allen & Co. Sun Valley event for media and tech execs, Roberts said, “We just came from one of the conferences, and there’s just great ideas, and I’m excited about the road ahead to expand the partnerships we’ve already got.”
Cavanagh added that NBCU is “in a great position to partner with others.”
The comments were the first in an earnings context by Comcast execs since the company announced its plan to split into two separate companies. One, anchored by NBCUniversal and Sky, will focus on entertainment content, while the other will operate the legacy cable TV, broadband and wireless networks. The separation is expected to be completed by next summer.
Asked about whether NBCU will have enough scale to be a viable player, or whether it might instead merge or acquire another company in the sector, Cavanagh called it “an extremely valuable collection of assets.” He said NBCU and Sky “do have the heft and the relationships and the operational capabilities to continue to be a major player, as an independent.” The split, he added, will “give it the focus and opportunity and platform to invest behind the growth opportunities that it has in its own businesses, and the spaces around these businesses that offer growth, and where the business has the right to play.”
The exec name-checked various networks and studio operations, throwing in viewership stats and reach metrics.
Sports is a key element in the mix, Cavanagh said, noting this year’s Super Bowl, Winter Olympics and World Cup coverage, plus ongoing deals with the NFL, NBA and others. “Our relationships with our leagues go way beyond our financial terms of our deals,” he maintained. “We’ve built very longstanding relationships that are growing their audiences, elevate the presentation of their sports for the long term, and expand the value of their rights, frankly. And then we do that through the world-class production that we are known for, great distribution across both broadcast and streaming, and the ability to reach fans at scale.”
Ultimately, Cavanagh said, “We do feel really good about the business that we have. We do think that these assets are incredibly valuable. We love the fact that they operate well together.” At the same time, he continued, “As an independent, we take all these great assets and we are willing to partner with others. So other strategies are a little more walled gardens. Our approach is to build great businesses that serve our own platforms, but look for opportunities to partner or bundle, and exhibit other people’s IP in our parks, and create IP in our studios that go to other platforms. I think that’s a good strategy for the collection of assets we have, and I think it presents a path for growth in this business over time.”
Roberts said said “being independent” will enable NBCU to “partner well, and to bring to life people’s dreams and content, and sporting events, and the like.”
Pool Corp. ve 2. čtvrtletí zvýšil zisk na akcii na 5,38 USD a tržby na 1,82 miliardy USD, obojí nad odhady. Zisk na akcii byl meziročně vyšší než 5,17 USD.
Pool Corp. (POOL - Free Report) came out with quarterly earnings of $5.38 per share, beating the Zacks Consensus Estimate of $5.3 per share. This compares to earnings of $5.17 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1.51%. A quarter ago, it was expected that this distributor of supplies for swimming pools would post earnings of $1.34 per share when it actually produced earnings of $1.43, delivering a surprise of +6.72%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Pool Corp., which belongs to the Zacks Leisure and Recreation Products industry, posted revenues of $1.82 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.22%. This compares to year-ago revenues of $1.78 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Pool Corp. shares have lost about 14.2% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Pool Corp.?While Pool Corp. has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Pool Corp. was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.49 on $1.47 billion in revenues for the coming quarter and $11.05 on $5.42 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Leisure and Recreation Products is currently in the top 33% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Clarus Corporation (CLAR - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.05 per share in its upcoming report, which represents a year-over-year change of -66.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Clarus Corporation's revenues are expected to be $51.55 million, down 6.7% from the year-ago quarter.
Wall Street čeká, že Exelon při výsledcích za čtvrtletí končící v červnu oznámí zisk na akcii 0,53 USD a výnosy 5,69 miliardy USD. Odhad zisku na akcii byl za 30 dní snížen o 3,91 %.
Wall Street expects a year-over-year increase in earnings on higher revenues when Exelon (EXC - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis energy company is expected to post quarterly earnings of $0.53 per share in its upcoming report, which represents a year-over-year change of +35.9%.
Revenues are expected to be $5.69 billion, up 4.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.91% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Exelon?For Exelon, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -14.56%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that Exelon will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Exelon would post earnings of $0.89 per share when it actually produced earnings of $0.91, delivering a surprise of +2.25%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Exelon doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Utility - Electric Power industry, Entergy (ETR - Free Report) , is soon expected to post earnings of $1.05 per share for the quarter ended June 2026. This estimate indicates no change from the year-ago quarter. Revenues for the quarter are expected to be $3.56 billion, up 6.9% from the year-ago quarter.
The consensus EPS estimate for Entergy has been revised 1% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -9.77%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Entergy will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Steven Madden čeká za čtvrtletí zisk 0,32 USD na akcii, tedy meziročně o 60 % více, při tržbách 629,57 mil. USD (+12,6 %). Analytici mu dávají Earnings ESP +13,68 % a očekávají překonání odhadů.
Steven Madden (SHOO - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis footwear and accessories retailer is expected to post quarterly earnings of $0.32 per share in its upcoming report, which represents a year-over-year change of +60%.
Revenues are expected to be $629.57 million, up 12.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Steven Madden?For Steven Madden, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +13.68%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Steven Madden will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Steven Madden would post earnings of $0.42 per share when it actually produced earnings of $0.45, delivering a surprise of +7.14%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Steven Madden appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Carpenter Technology má příští týden vykázat zisk 3,03 USD na akcii, meziročně o 37,1 % více, při tržbách 847,78 mil. USD. Tržby mají být meziročně vyšší o 12,2 %. Analytici ale nevidí jasný signál, že by měl odhad překonat.
The market expects Carpenter Technology (CRS - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis maker of stainless steels and special alloys is expected to post quarterly earnings of $3.03 per share in its upcoming report, which represents a year-over-year change of +37.1%.
Revenues are expected to be $847.78 million, up 12.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.74% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Carpenter?For Carpenter, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #1.
So, this combination makes it difficult to conclusively predict that Carpenter will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Carpenter would post earnings of $2.59 per share when it actually produced earnings of $2.77, delivering a surprise of +6.95%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Carpenter doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Tenable se připojila k programu Cisco SolutionsPlus a nabídne zákazníkům Cisco sjednocenou platformu pro řízení expozice. Partnerství má urychlit přechod na Tenable One bez ztráty přehledu o rizicích.
COLUMBIA, Md., July 23, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced that it has joined Cisco’s SolutionsPlus program to offer its unified exposure management capabilities to Cisco customers. This partnership provides global enterprises with a fast, proven transition to an industry-leading exposure management platform without losing critical visibility into enterprise risk.
As a leader in open and connected AI-powered exposure management platforms, the Tenable One Exposure Management Platform delivers visibility, insight and action across the entire attack surface, empowering organizations to reduce risk with speed and precision.
Tenable One enables Cisco customers to gain immediate access to unified exposure data from Tenable native sensors, over 330 integrations and custom data sources, delivering the context needed for precise prioritization. Equipped with Tenable Hexa AI, the platform's agentic AI engine, Tenable One transforms exposure intelligence into coordinated, end-to-end action at machine speed. The secure migration path provides continuous coverage, eliminating the gap in organizations’ defenses that attackers target.
“Our partnership with Cisco offers Cisco Vulnerability Management customers a clear, modernization path to evolve their preemptive defenses,” said Ray Komar, vice president of Cloud and Technology Alliances, Tenable. “As customers transition to the Tenable One platform, they gain more than deep visibility and contextualized exposure insights, they gain a powerful risk reduction force that helps them stay ahead of attackers in the AI era.”
Tenable is dedicated to supporting Cisco customers’ smooth transition to Tenable One. Tenable Professional Services works with customers to accelerate deployment and integration, aligning with unique organizational needs and goals, and optimize services to maximize value and efficiency.
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Huntington Bancshares (HBAN - Free Report) reported $2.86 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 42%. EPS of $0.39 for the same period compares to $0.38 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.85 billion, representing a surprise of +0.22%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.39.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Huntington Bancshares performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Efficiency Ratio: 61.5% versus the two-analyst average estimate of 57.9%.Regulatory Tier 1 risk-based capital ratio: 11.3% versus 11.6% estimated by two analysts on average.Net charge-offs / Average total loans and leases: 0.3% versus 0.3% estimated by two analysts on average.Average Balance - Total earning assets: $258.6 billion compared to the $262.14 billion average estimate based on two analysts.Net Interest Margin (FTE): 3.2% versus the two-analyst average estimate of 3.2%.Tier 1 Leverage Ratio: 8.8% versus 8.8% estimated by two analysts on average.Wealth and asset management revenue: $134 million versus the two-analyst average estimate of $127 million.Customer deposit and loan fees: $128 million versus $118.01 million estimated by two analysts on average.Payments and cash management revenue: $204 million versus the two-analyst average estimate of $199.32 million.Net interest income - FTE: $2.07 billion versus the two-analyst average estimate of $2.11 billion.Mortgage banking income: $53 million versus $42.08 million estimated by two analysts on average.Capital markets and advisory fees: $140 million versus $137.46 million estimated by two analysts on average.View all Key Company Metrics for Huntington Bancshares here>>>
Shares of Huntington Bancshares have returned +3.9% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Old Republic International (ORI - Free Report) came out with quarterly earnings of $0.76 per share, missing the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.83 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -1.30%. A quarter ago, it was expected that this insurance underwriter would post earnings of $0.79 per share when it actually produced earnings of $0.68, delivering a surprise of -13.92%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Old Republic, which belongs to the Zacks Insurance - Multi line industry, posted revenues of $2.33 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.85%. This compares to year-ago revenues of $2.22 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Old Republic shares have lost about 8.9% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Old Republic?While Old Republic has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Old Republic was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.77 on $2.47 billion in revenues for the coming quarter and $2.95 on $9.66 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Multi line is currently in the bottom 33% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, MetLife (MET - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This insurer is expected to post quarterly earnings of $2.36 per share in its upcoming report, which represents a year-over-year change of +16.8%. The consensus EPS estimate for the quarter has been revised 1% higher over the last 30 days to the current level.
MetLife's revenues are expected to be $19.38 billion, up 8.1% from the year-ago quarter.
Valley National vykázala za čtvrtletí zisk 0,3 USD na akcii, což bylo pod odhadem analytiků 0,31 USD. Tržby dosáhly 562,1 milionu USD a překonaly konsensus odhadů.
Valley National (VLY - Free Report) came out with quarterly earnings of $0.3 per share, missing the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -3.23%. A quarter ago, it was expected that this holding company for Valley National Bank would post earnings of $0.27 per share when it actually produced earnings of $0.29, delivering a surprise of +7.41%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Valley National, which belongs to the Zacks Banks - Northeast industry, posted revenues of $562.1 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.83%. This compares to year-ago revenues of $496.28 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Valley National shares have added about 24.3% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Valley National?While Valley National has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Valley National was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.34 on $570.28 million in revenues for the coming quarter and $1.30 on $2.27 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Banks - Northeast is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, The Bancorp (TBBK - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 30.
This holding company for The Bancorp Bank is expected to post quarterly earnings of $1.36 per share in its upcoming report, which represents a year-over-year change of +7.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
The Bancorp's revenues are expected to be $166.7 million, down 8% from the year-ago quarter.
