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WEC Energy Group (WEC - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 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 October 29, 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 electricity and natural gas provider is expected to post quarterly earnings of $0.95 per share in its upcoming report, which represents a year-over-year change of +14.5%.

Revenues are expected to be $2.23 billion, up 6% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.41% 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 WEC Energy?For WEC Energy, 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 +2.89%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that WEC Energy 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 WEC Energy would post earnings of $0.8 per share when it actually produced earnings of $0.91, delivering a surprise of +13.75%.

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.

WEC Energy 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.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Utility - Electric Power industry, NiSource (NI - Free Report) , is soon expected to post earnings of $0.22 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +15.8%. This quarter's revenue is expected to be $1.39 billion, up 9.5% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for NiSource has been revised 1.7% up to the current level. Nevertheless, the company now has an Earnings ESP of +7.87%, reflecting a higher Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that NiSource will most likely 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.

Cognizant (CTSH - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 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 October 29, 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 information technology consulting and outsourcing firm is expected to post quarterly earnings of $1.46 per share in its upcoming report, which represents a year-over-year change of +5%.

Revenues are expected to be $5.65 billion, up 4.3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.38% 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 Cognizant?For Cognizant, 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 -0.98%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Cognizant 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 Cognizant would post earnings of $1.38 per share when it actually produced earnings of $1.37, delivering a surprise of -0.72%.

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.

Cognizant 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 ResultsBigBear.ai Holdings, Inc. (BBAI - Free Report) , another stock in the Zacks Computers - IT Services industry, is expected to report loss per share of $0.06 for the quarter ended September 2026. This estimate points to a year-over-year change of +14.3%. Revenues for the quarter are expected to be $38.94 million, up 17.5% from the year-ago quarter.

The consensus EPS estimate for BigBear.ai has remained unchanged over the last 30 days. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -9.09%.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that BigBear.ai 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.

Wall Street expects a year-over-year increase in earnings on higher revenues when Quanta Services (PWR - Free Report) reports results for the quarter ended September 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 October 29. 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 specialty contractor for utility and energy companies is expected to post quarterly earnings of $5.01 per share in its upcoming report, which represents a year-over-year change of +50.5%.

Revenues are expected to be $10.99 billion, up 44% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.82% 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 Quanta Services?For Quanta Services, 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 +2.66%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Quanta Services 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 Quanta Services would post earnings of $3.29 per share when it actually produced earnings of $4.24, delivering a surprise of +28.88%.

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.

Quanta Services 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 ResultsAmong the stocks in the Zacks Engineering - R and D Services industry, Sterling Infrastructure (STRL - Free Report) , is soon expected to post earnings of $6.07 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +74.4%. This quarter's revenue is expected to be $1.17 billion, up 69.6% from the year-ago quarter.

The consensus EPS estimate for Sterling Infrastructure has remained unchanged over the last 30 days. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.80%.

When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that Sterling Infrastructure will most likely 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.

For the quarter ended September 2026, Ryder (R - Free Report) reported revenue of $3.43 billion, up 8.3% over the same period last year. EPS came in at $4.33, compared to $3.57 in the year-ago quarter.

The reported revenue represents a surprise of +1.02% over the Zacks Consensus Estimate of $3.4 billion. With the consensus EPS estimate being $4.17, the EPS surprise was +3.84%.

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 Ryder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Average fleet count - ChoiceLease: 140,000 versus 140,217 estimated by two analysts on average.Commercial rental - Rental Utilization - Power Units: 77% versus 75% estimated by two analysts on average.Commercial rental - Average fleet count: 29,400 compared to the 29,701 average estimate based on two analysts.Operating Revenue- Fleet Management Solutions: $1.34 billion compared to the $1.32 billion average estimate based on two analysts. The reported number represents a change of +4.8% year over year.Operating Revenue- Dedicated Transportation Solutions: $455 million compared to the $461.03 million average estimate based on two analysts. The reported number represents a change of -0.7% year over year.Operating Revenue- Supply Chain Solutions: $1.13 billion versus $1.11 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8.9% change.Operating Revenue- Eliminations: $-166 million versus the two-analyst average estimate of $-169.87 million. The reported number represents a year-over-year change of +1.8%.Revenues- Fleet Management Solutions: $1.62 billion versus the two-analyst average estimate of $1.58 billion. The reported number represents a year-over-year change of +10.3%.Revenues- Fleet Management Solutions- SelectCare and other: $187 million compared to the $174.77 million average estimate based on two analysts. The reported number represents a change of +13.3% year over year.Revenues- Dedicated Transportation Solutions: $606 million versus the two-analyst average estimate of $609.87 million. The reported number represents a year-over-year change of +6.3%.Revenues- Eliminations: $-293 million versus $-291.65 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +20.1% change.Revenues- Fleet Management Solutions- Commercial rental: $244 million versus $241.69 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.8% change.View all Key Company Metrics for Ryder here>>>

Shares of Ryder have returned +1% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Dun & Bradstreet Holdings, Inc. ("Dun & Bradstreet" or the "Company") (NYSE: DNB). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

The class action concerns whether Dun & Bradstreet and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.

You have until November 10, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Dun & Bradstreet securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.

[Click here for information about joining the class action]

On or about March 23, 2025, Dun & Bradstreet agreed to be acquired by affiliates of Clearlake Capital Group, L.P. ("Clearlake") for $9.15 per share in cash. To obtain the stockholder approval required to consummate the merger, Dun & Bradstreet issued a definitive proxy statement on Schedule 14A on May 13, 2025 (the "Proxy"). Dun & Bradstreet stockholders voted to approve the merger on June 12, 2025, and the merger closed on August 26, 2025.

A complaint has been filed alleging that defendants made false and/or misleading statements and/or failed to disclose material facts in Dun & Bradstreet's March 23, 2025 merger announcement and in the Proxy. The complaint alleges, among other things, that the Proxy and other solicitation materials misled investors regarding the true value of Dun & Bradstreet and the merger, including portraying the merger as the product of an ordinary-course strategic review and organic arm's-length interest in Dun & Bradstreet, while omitting Executive Chairman William P. Foley II's personal interest in a quick sale. The complaint further alleges that the Proxy omitted Bank of America Securities' valuations of superior alternatives to a whole-company sale, misstated that Dun & Bradstreet's Board of Directors had approved downward revisions to Dun & Bradstreet's financial projections, and failed to disclose long-standing, material ties between Foley and Dun & Bradstreet's financial and legal advisors.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

Powered by Paylocity’s Ignite AI, Recruiting Optimizer helps organizations improve recruiter productivity by 35%, fill roles faster by 25%, and reduce candidate drop-off by 15%.  | Source: Paylocity Corporation

SCHAUMBURG, Ill., Oct. 22, 2026 (GLOBE NEWSWIRE) -- Paylocity (NASDAQ: PCTY), a leading provider of HCM, Finance, and IT solutions, today introduced Recruiting Optimizer, a new AI-powered solution that extends Paylocity Recruiting with AI agents embedded directly into recruiting workflows to automate the identification, engagement, and candidate hiring process while making recruiting teams more productive.

Rising applicant volumes make it harder for recruiting teams to identify qualified candidates, keep applicants engaged, and fully leverage existing talent pools. Recruiting Optimizer uses purpose-built AI agents to automate recruiting workflows across talent rediscovery, candidate engagement, screening, and interview scheduling. Recruiters maintain control by configuring the criteria, triggers, and decision points each agent follows, while reviewing outputs and exercising judgment at key stages of the hiring process. This allows routine tasks to be automated at scale, while keeping people in control of candidate evaluation and hiring decisions.

As part of Paylocity Ignite AI, Recruiting Optimizer introduces two agents:

Candidate Engagement Agent delivers an always-on candidate experience that keeps applicants engaged from initial interest through hiring. Conversational AI, across web and SMS, helps candidates find and apply for relevant roles and complete predefined screening questions, while assisting with interview scheduling based on recruiter-defined criteria. By automating high-volume candidate interactions, organizations can reduce candidate drop-off, accelerate time-to-hire, and manage larger candidate pipelines without adding headcount.Talent Rediscovery Agent helps recruiters identify qualified candidates already in their talent pools by surfacing previous applicants who match current hiring needs and summarizing their prior application and interview activity for the recruiter’s review. By helping recruiters quickly reconnect with qualified candidates who have already expressed interest in the organization, it reduces sourcing effort and helps fill roles faster. “Before implementing Paylocity’s latest recruiting tools, our recruiters spent a significant amount of time on administrative work, from scheduling interviews and screening candidates to managing follow-ups,” said Dale Jakins, HR Director, Tim Dahle Auto Group. “By automating much of that work, these new capabilities have helped us save approximately 5–8 hours per week, giving recruiters more time to identify top talent, build meaningful candidate relationships, and make faster, more informed hiring decisions.”

“Recruiting is filled with candidate interactions where delays can mean losing top candidates, extending time-to-fill, and putting additional strain on teams,” said Melissa King, SVP of Products & Technology at Paylocity. “Recruiting Optimizer helps organizations remove friction from the hiring process by embedding AI directly into recruiting workflows, helping recruiters be more productive while keeping them in control of hiring decisions.”

Woven into the flow of recruiting work, Recruiting Optimizer complements Paylocity Recruiting’s existing tools for sourcing, screening, interviewing, reporting, and extending offers. Through Paylocity’s unified platform, the solution connects recruiting with onboarding and the employee record, reducing duplicate entry and creating a more seamless transition from candidate to employee.

Learn more about Paylocity Recruiting at https://www.paylocity.com/products/hr/talent-management-system/recruiting/.

About Paylocity

Headquartered in Schaumburg, IL, Paylocity (NASDAQ: PCTY) is an award-winning provider of HCM, Finance, and IT software solutions. Paylocity offers one unified, easy-to-use platform that helps businesses across HR, Finance, and IT streamline operations, manage spend and talent, and build culture and connection—with AI embedded directly into everyday workflows to save time, reduce manual effort, and support better decisions. Known for its unique culture and consistently recognized as one of the best places to work, Paylocity accompanies its clients on the journey to create great workplaces and help all employees achieve their best. For more information, visit www.paylocity.com.

Contact:
Nicole Andergard Reddy
[email protected]

Monolithic Power (MPWR - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 29. 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 chipmaker is expected to post quarterly earnings of $7.80 per share in its upcoming report, which represents a year-over-year change of +64.9%.

Revenues are expected to be $1.16 billion, up 57.5% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 4.33% 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. 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 Monolithic?For Monolithic, 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 +1.35%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination indicates that Monolithic 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 Monolithic would post earnings of $5.88 per share when it actually produced earnings of $6.50, delivering a surprise of +10.54%.

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.

Monolithic 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.

Expected Results of an Industry PlayerAnother stock from the Zacks Semiconductor - Analog and Mixed industry, NXP Semiconductors (NXPI - Free Report) , is soon expected to post earnings of $4.14 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +33.1%. Revenues for the quarter are expected to be $3.77 billion, up 18.8% from the year-ago quarter.

The consensus EPS estimate for NXP has been revised 0.5% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.27%.

When combined with a Zacks Rank of #2 (Buy), this Earnings ESP makes it difficult to conclusively predict that NXP 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.

The market expects Axalta Coating Systems (AXTA - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 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 October 29, 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 high-performance coating system maker is expected to post quarterly earnings of $0.71 per share in its upcoming report, which represents a year-over-year change of +6%.

Revenues are expected to be $1.33 billion, up 3.6% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.75% 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 Axalta Coating Systems?For Axalta Coating Systems, 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 +0.30%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Axalta Coating Systems 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 Axalta Coating Systems would post earnings of $0.65 per share when it actually produced earnings of $0.72, delivering a surprise of +10.77%.

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.

Axalta Coating Systems 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.

The market expects Insmed (INSM - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 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 October 29. 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 developing inhaled treatments for patients battling rare lung diseases is expected to post quarterly loss of $0.33 per share in its upcoming report, which represents a year-over-year change of +81.1%.

Revenues are expected to be $501.26 million, up 252.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 37.75% 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 Insmed?For Insmed, 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 -3.48%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Insmed 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 Insmed would post a loss of$0.69 per share when it actually produced a loss of -$0.52, delivering a surprise of +24.64%.

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.

Insmed 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.

The market expects Trane Technologies (TT - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 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 October 29, 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 manufacturer is expected to post quarterly earnings of $4.74 per share in its upcoming report, which represents a year-over-year change of +22.2%.

Revenues are expected to be $6.44 billion, up 12.1% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.37% 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 Trane Technologies?For Trane Technologies, 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 +0.36%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Trane Technologies 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 Trane Technologies would post earnings of $4.27 per share when it actually produced earnings of $4.31, delivering a surprise of +0.94%.

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.

Trane Technologies 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.

Key Takeaways Edwards Lifesciences' TMTT sales surged 44.8% in Q2 2026, driven by PASCAL, EVOQUE and SAPIEN M3.EW's TAVR sales grew 10.5% on a constant-currency basis, lifting 2026 growth guidance to 8-9%.EW's $2.9 billion cash balance supports investments and buybacks, but tariffs and FX pressure margins.
Edwards Lifesciences (EW - Free Report) sees Transcatheter Mitral and Tricuspid Therapies (“TMTT”) momentum, fueled by PASCAL, EVOQUE and SAPIEN M3, supported by clinical evidence and broader market access. The company’s Transcatheter Aortic Valve Replacement (“TAVR”) business continues to grow, with SAPIEN platform durability and evidence supporting earlier treatment of aortic stenosis. Its strong balance sheet boosts investments and share repurchases. Meanwhile, Edwards faces tariff uncertainty and adverse currency movements that could pressure margins and earnings.

Over the past year, this Zacks Rank #3 (Hold) stock has gained 15% compared with the 2% growth of the industry and the S&P 500 composite’s 16% return.

The renowned global medical device company has a market capitalization of $43.95 billion. EW’s earnings yield of 2.7% favorably compares to the industry’s negative 2.2% yield. In the trailing four quarters, Edwards delivered an average earnings surprise of 5.7%.

Let’s delve deeper.

Upsides for EW StockTMTT Portfolio Holds Potential: Edwards’ TMTT portfolio remains a major source of growth as the company scales repair and replacement therapies across mitral and tricuspid disease. Second-quarter 2026 TMTT sales were $195.9 million, up 44.8% on a constant-currency basis, with global mitral and tricuspid procedure growth remaining in the double digits. PASCAL, EVOQUE and SAPIEN M3 all contributed ahead of management’s expectations. PASCAL adoption continues to increase, supported by differentiated design and clinical outcomes. Real-world data showed sustained one-year safety and effectiveness for PASCAL PRECISION in more than 4,600 U.S. degenerative mitral regurgitation patients.

Edwards also received CE Mark for SAPIEN M3 RESILIA and broadened the European indication for SAPIEN M3 and SAPIEN M3 RESILIA to patients with mitral annular calcification. ENCIRCLE registry data also showed low 30-day mortality, near elimination of regurgitation and quality-of-life improvement in this population. The company expects these layered platforms to provide durable growth beyond the current launch phase as access broadens and centers gain experience.

Image Source: Zacks Investment Research

TAVR Looks Promising: Edwards’ TAVR franchise continues to benefit from the clinical and technology investments built around the SAPIEN platform. Second-quarter 2026 TAVR sales were about $1.3 billion and increased 10.5% on a constant-currency basis. Growth rates were similar in the United States and outside the United States, while average selling prices remained stable globally. Edwards also reported modest year-over-year competitive position gains in the United States and Europe.

The evidence base continues to support broader and earlier treatment. A seven-year PARTNER 3 subanalysis reinforced SAPIEN valve performance and durability, while a five-year EARLY TAVR analysis added evidence supporting intervention earlier in the aortic-stenosis disease pathway. Updated European guidelines are also shaping clinical discussion around proactive treatment, and Japan approved the asymptomatic indication in second-quarter 2026.

The next catalyst is the PROGRESS trial, which will evaluate whether certain moderate aortic-stenosis patients may benefit from earlier TAVR treatment. Following second-quarter performance, management raised 2026 TAVR constant-currency sales growth guidance to 8-9% from 7-9%.

Strong Solvency: Edwards ended second-quarter 2026 with about $2.9 billion in cash and cash equivalents, with roughly $600 million of debt, providing flexibility for investment and repurchases. About $1.5 billion remained under its repurchase authorization. 

What Ails Edwards?Macro Concerns Weigh on Margins: Edwards’ global manufacturing and commercial footprint leaves results exposed to trade-policy changes, inflation and cross-border cost shifts. In its second-quarter 2026 filing, the company said increased U.S. tariffs and retaliatory tariffs could affect its business and that it is evaluating supply-chain, exemption and exclusion options to mitigate potential effects. The company cannot predict future tariff rates or whether mitigation will be sufficient. Current results also show sensitivity to external cost factors. Adjusted gross margin was 77.6% in second-quarter 2026, flat year over year, as lower manufacturing expenses offset foreign-exchange effects.

Foreign Exchange Remains a Margin Risk: Currency movements remain an important earnings variable because Edwards generates substantial sales and expenses outside the United States. Foreign exchange increased second-quarter 2026 reported sales by about $15 million but reduced adjusted gross margin by roughly 70 basis points versus the prior year. Management expects foreign exchange to reduce second-half sales by about $35 million if rates remain at current levels and now sees 2026 gross margin near the lower end of its 78%-79% range. 

EW Stock Estimate TrendThe Zacks Consensus Estimate for Edwards’ 2026 earnings per share (EPS) has remained constant at $3.00 in the past 60 days.

The Zacks Consensus Estimate for the company’s 2026 revenues is pegged at $6.76 billion, suggesting an 11.4% improvement from the year-ago reported number.

Key PicksSome better-ranked stocks in the broader medical space are Phibro Animal Health (PAHC - Free Report) , IDEXX Laboratories (IDXX - Free Report) and Globus Medical (GMED - Free Report) .

Phibro Animal Health has an earnings yield of 9.3% compared with the industry’s 2.7%. Shares of the company have dropped 2.3% compared with the industry’s 26.8% decline over the past year. PAHC’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 18.4%. 

PAHC sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

IDEXX Laboratories, carrying a Zacks Rank #2 (Buy), has an earnings yield of 2.7% against the industry’s negative 2.2% yield. Its earnings beat estimates in each of the trailing four quarters, the average surprise being 5.7%. IDXX shares have plunged 12.7% against the industry’s 2% growth over the past year.

Globus Medical, carrying a Zacks Rank #2, has an earnings yield of 6.8% against the industry’s negative 1.7% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 27.9%. GMED shares have rallied 26.1% compared with the industry’s 2% gain over the past year.

Key Takeaways Whirlpool's Q3 earnings are projected to plunge 62.7%, while revenues are expected to decline 3% to $3.91B.Weak housing demand, subdued consumer sentiment and rising input costs may weigh on Whirlpool's Q3 results.KitchenAid's strong demand and market-share gains may support WHR's SDA unit despite major appliance weakness.
Whirlpool Corporation (WHR - Free Report) is expected to witness declines in its top and bottom lines when it reports third-quarter 2026 results on Oct. 26.

The household appliance company’s quarterly revenues are pegged at $3.91 billion, down 3% from the prior-year quarter’s figure. The consensus estimate for quarterly earnings has moved downward in the past 30 days to 78 cents per share. However, the consensus mark for earnings indicates a 62.7% fall from the year-ago quarter’s figure.

 Whirlpool delivered a negative earnings surprise of 5% in the last reported quarter. The bottom line has missed estimates by 53.9%, on average, over the trailing four quarters.

Key Points to Note Ahead of WHR’s Q3 ResultsWhirlpool is likely to have faced continued demand-related challenges in the third quarter of 2026, particularly in the North American major domestic appliances business. The sluggish housing market and weak consumer sentiment may have weighed on appliance purchases, limiting demand for discretionary upgrades and new installations. With industry demand largely driven by replacement purchases rather than housing-related activity, Whirlpool's sales volumes are likely to have remained under pressure. The challenging demand environment may also have constrained the company's ability to generate stronger sales momentum despite ongoing product innovation.

The Zacks Consensus Estimate for MDA North America is currently pegged at $2657 million, indicating a decline of 2.4%.

Another concern for Whirlpool's third-quarter performance is likely to have been persistent cost inflation and tariff-related pressures. Elevated steel and base metal prices, along with rising resin and fuel costs, may have increased manufacturing and transportation expenses. Although Whirlpool has been implementing pricing actions and cost-saving initiatives to offset these pressures, higher input costs and continued tariff expenses may have limited the benefits. Moreover, several manufacturing footprint optimization initiatives are expected to deliver most of their savings over a longer period, potentially restricting their contribution to third-quarter profitability.

Whirlpool's Latin American business is also likely to have encountered challenges from intense promotional competition, particularly in Brazil. Aggressive promotional activity and an unfavorable product mix have been weighing on the region's profitability. Although the company introduced additional pricing actions in Brazil during August, the benefits were expected to build gradually through the quarter, potentially limiting their immediate impact. Meanwhile, consumer preference for lower-priced appliances in North America may have created additional product-mix pressure, as some buyers remained focused on maintaining their spending budgets despite higher appliance prices.

Performance across Whirlpool's business segments is likely to have remained mixed in the third quarter, with the Small Domestic Appliances (SDA) business expected to demonstrate greater resilience amid persistent macroeconomic challenges. KitchenAid's strong underlying consumer demand, premium product innovations, expanding direct-to-consumer presence and market-share gains may have supported SDA performance. The expected normalization of retailer inventories following earlier destocking could have provided additional support. Meanwhile, the major appliances business is likely to have remained pressured by sluggish housing activity, subdued consumer sentiment and continued product-mix challenges, as cost-conscious shoppers remained focused on lower-priced options.

The Zacks Consensus Estimate for SDA is currently pegged at $322 million, indicating growth of 11.8%.

What the Zacks Model Unveils for WHROur proven model doesn’t conclusively predict an earnings beat for Whirlpool 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’s not the case here.

Whirlpool currently has an Earnings ESP of -74.5% and a Zacks Rank #5 (Strong Sell). You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Valuation Picture of WHR StockWith a forward 12-month price-to-earnings ratio of 8.49x, which is below the five-year high of 21.11x and below the Household Appliances industry’s average of 12.87x, the stock offers compelling value for investors seeking exposure to the sector.

Image Source: Zacks Investment Research

The recent market movements show that WHR’s shares have lost 25.7% in the past three months compared with the industry's 12.5% decline.

Image Source: Zacks Investment Research

Stocks Poised to Beat Earnings EstimatesHere are some companies that, according to our model, have the right combination of elements to post an earnings beat:

Marriott Vacations Worldwide Corporation (VAC - Free Report) has an Earnings ESP of +10.02% and a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Marriott Vacations is expected to register a 45% increase in earnings for the to-be-reported quarter. VAC reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 1.3%.

V.F. Corporation (VFC - Free Report) currently has an Earnings ESP of +5.52% and a Zacks Rank of 3. VFC is likely to register top-line growth when it reports second-quarter fiscal 2027 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $2.7 billion, indicating a 3.9% decline from the figure reported in the year-ago quarter.

The consensus estimate for VFC’s earnings has remained stable at 51 cents per share in the past 30 days. The consensus estimate indicates a decline of 1.9% from the year-ago quarter’s actual. VFC has a trailing four-quarter earnings surprise of 33.9%, on average.

Cintas Corporation (CTAS - Free Report) currently has an Earnings ESP of +0.24% and a Zacks Rank of 2. CTAS is likely to register growth in its bottom and top lines when it reports second-quarter fiscal 2027 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $3 billion, indicating 7.9% growth from the figure reported in the year-ago quarter.

The consensus estimate for CTAS’ first-quarter earnings is pegged at $1.36 a share, implying a 12.4% increase from the year-earlier quarter. The consensus mark has been stable in the past seven days.

Badger Meter (BMI - Free Report) came out with quarterly earnings of $1.24 per share, beating the Zacks Consensus Estimate of $1.21 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +2.48%. A quarter ago, it was expected that this manufacturer of products that measure gas and water flow would post earnings of $1.01 per share when it actually produced earnings of $1.02, delivering a surprise of +0.99%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Badger Meter, which belongs to the Zacks Instruments - Control industry, posted revenues of $235.94 million for the quarter ended September 2026, missing the Zacks Consensus Estimate by 1.95%. This compares to year-ago revenues of $235.65 million. The company has topped consensus revenue estimates just once 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.

Badger Meter shares have lost about 24.4% since the beginning of the year versus the S&P 500's gain of 13.3%.

What's Next for Badger Meter?While Badger Meter 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 Badger Meter 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 $1.25 on $245.74 million in revenues for the coming quarter and $4.50 on $912.36 million 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, Instruments - Control is currently in the top 43% 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, Sensata (ST - Free Report) , has yet to report results for the quarter ended September 2026. The results are expected to be released on October 27.

This maker of sensing, electrical protection, control and power management products is expected to post quarterly earnings of $0.96 per share in its upcoming report, which represents a year-over-year change of +7.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Sensata's revenues are expected to be $972 million, up 4.3% from the year-ago quarter.

SoFi Technologies, Inc. (NASDAQ: SOFI), the everything app for digital financial services, today announced the launch of SoFi Earn (SOFIE), the first and only national bank-issued tokenized deposit for consumers. SoFi members can now earn interest on digital dollars while keeping them ready to use, representing the company’s fifth new crypto offering in less than a year.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261022620842/en/

SoFi Earn brings the best of banking into the digital money ecosystem, giving consumers a new way to earn while keeping their funds ready for what’s next. Each SOFIE represents $1 held on deposit at SoFi Bank, earning 4.40% APY with funds FDIC-insured up to applicable FDIC limits. When members are ready to put those funds to work, they can convert SOFIE 1:1 to SoFiUSD, then use the SoFiUSD to buy crypto directly in the SoFi app or move money over blockchain rails 24/7.

“Too much money in the digital asset ecosystem is sitting idle, leaving massive potential earnings on the table for millions of people,” said Anthony Noto, CEO of SoFi. “We believe your money should keep working for you until the moment you need it. SoFi Earn combines the earning power and protections of a bank deposit with the speed and utility of digital assets, giving people more value, flexibility and control over their money.”

Earn on a deposit. Move with a stablecoin.

Stablecoins have become an increasingly common way to hold digital dollars, but many do not pay interest and are not FDIC-insured. Fed research estimates that approximately $64 billion, or 21.2% of the stablecoin market, sits idle in rarely used, forgotten or inactive wallets.

SoFi Earn (SOFIE) is a separate, interest-bearing tokenized deposit at SoFi Bank, with FDIC insurance up to applicable limits. SoFi Earn offers consumers a bank-issued digital dollar designed to keep earning until they’re ready to convert it to SoFiUSD to buy crypto or move funds onchain.

For example, a member saving $5,000 for a future crypto purchase can hold those funds in a SOFIE deposit account, which they can access through their SoFi Crypto account, and earn the applicable APY while they wait. When ready, the member can convert SOFIE 1:1 to SoFiUSD and use the SoFiUSD to buy crypto or send it to a supported external wallet over blockchain rails 24/7.

Building the digital money ecosystem

SoFi Earn is the latest in a series of launches that, in less than a year, have rapidly built out SoFi’s digital money ecosystem, giving consumers and businesses more ways to earn, invest and move money while bringing the speed and utility of blockchain into a regulated banking environment.

In November 2025, SoFi became the first and only nationally chartered bank to launch crypto trading for consumers, giving members the ability to buy, sell and hold crypto alongside their banking, borrowing and investing in one app. Today, members can trade more than 40 cryptocurrencies through SoFi Crypto.

In December 2025, SoFi launched SoFiUSD (SOFID), the first stablecoin issued by a U.S. national bank, extending its digital money infrastructure to 24/7 dollar movement and settlement. SoFiUSD is already being put to work through settlement of SoFi’s entire card program across Mastercard’s global payments network, demonstrating how blockchain-based dollars can support real-world money movement at scale.

Earlier in 2026, SoFi launched Big Business Banking, giving companies a single regulated platform to manage both fiat and digital assets. Businesses can hold deposits and move money 24/7 across traditional payment rails, stablecoins and digital assets, helping clients operate seamlessly across traditional banking and the digital-asset economy.

SoFi Earn adds another critical layer to that ecosystem by giving consumers a way to earn on their digital dollars before putting them to work. Together, SoFi’s growing suite of digital money products is connecting banking and blockchain to make money more productive when it’s held and more useful when it moves.

SoFi Earn is rolling out to SoFi Crypto members now through November. Learn more here.

About SoFi

SoFi Technologies (NASDAQ: SOFI) is the everything app for digital financial services on a mission to help people achieve financial independence to realize their ambitions. 15.8 million members trust SoFi to borrow, save, spend, invest, and protect their money and buy, sell and hold their crypto – all in one app – and get access to financial planners, exclusive experiences, and a thriving community. Banks, fintechs, and brands use innovative capabilities from SoFi Tech Solutions to serve over 134 million global accounts. For more information, visit www.sofi.com or download our iOS and Android apps.

©2026 SoFi Technologies, Inc. All rights reserved.

SOFI-F

Disclosures

DIGITAL ASSETS EXCEPT SOFI EARN (SOFIE) ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

Digital assets offered through SoFi Crypto are highly speculative, involve significant risk, and may result in the complete loss of value. These assets are not deposits, are not insured by the FDIC or SIPC, are not bank guaranteed, and may lose value. SoFi Crypto is offered by SoFi Bank, N.A., a national bank regulated by the Office of the Comptroller of the Currency. SoFi Bank does not provide investment, tax, or legal advice. Please refer to the SoFi Crypto Account Agreement and SoFi Crypto Risk Disclosure for additional terms and conditions.

SoFi Earn (SOFIE) is a separate product from SoFi Crypto. SOFIE is a tokenized deposit representing a deposit liability of SoFi Bank, N.A., Member FDIC. Funds represented by SOFIE are eligible for FDIC insurance up to applicable FDIC rules and limits. SOFIE is not a payment stablecoin. Please refer to the SoFi Bank Tokenized Deposit Account Agreement for additional terms and conditions.

1Annual percentage yield (APY) is variable and subject to change at any time. Rates are current as of 10/20/26. There is no minimum balance requirement. Fees may reduce earnings. Additional information can be found at https://www.sofi.com/crypto/legal/tokenized-deposit-rate-sheet.

2 Funds represented by SOFIE are insured up to $250,000 per depositor, per insured bank, for each account ownership category pursuant to the FDIC's general deposit insurance rules. For more information visit FDIC.gov.

Availability of Other Information About SoFi

Investors and others should note that we communicate with our investors and the public using our website (https://www.sofi.com), the investor relations website (https://investors.sofi.com), and on social media (X and LinkedIn), including but not limited to investor presentations and investor fact sheets, Securities and Exchange Commission filings, press releases, public conference calls and webcasts. The information that SoFi posts on these channels and websites could be deemed to be material information. As a result, SoFi encourages investors, the media, and others interested in SoFi to review the information that is posted on these channels, including the investor relations website, on a regular basis. This list of channels may be updated from time to time on SoFi’s investor relations website and may include additional social media channels. The contents of SoFi’s website or these channels, or any other website that may be accessed from its website or these channels, shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261022620842/en/

Owens Corning (OC - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this construction materials company have returned -8.7% over the past month versus the Zacks S&P 500 composite's no change. The Zacks Building Products - Miscellaneous industry, to which Owens Corning belongs, has lost 0.3% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Owens Corning is expected to post earnings of $2.98 per share for the current quarter, representing a year-over-year change of -18.8%. Over the last 30 days, the Zacks Consensus Estimate has changed -26.2%.

For the current fiscal year, the consensus earnings estimate of $9.59 points to a change of -20.4% from the prior year. Over the last 30 days, this estimate has changed -5.4%.

For the next fiscal year, the consensus earnings estimate of $10.72 indicates a change of +11.8% from what Owens Corning is expected to report a year ago. Over the past month, the estimate has changed -11.6%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Owens Corning.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Owens Corning, the consensus sales estimate of $2.6 billion for the current quarter points to a year-over-year change of -3%. The $9.9 billion and $10.26 billion estimates for the current and next fiscal years indicate changes of -2% and +3.6%, respectively.

Last Reported Results and Surprise HistoryOwens Corning reported revenues of $2.76 billion in the last reported quarter, representing a year-over-year change of +0.3%. EPS of $3.93 for the same period compares with $4.21 a year ago.

Compared to the Zacks Consensus Estimate of $2.67 billion, the reported revenues represent a surprise of +3.16%. The EPS surprise was +28.43%.

Over the last four quarters, Owens Corning surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Owens Corning is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Owens Corning. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.

Exelixis (EXEL - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 29. 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 drug developer is expected to post quarterly earnings of $0.89 per share in its upcoming report, which represents a year-over-year change of +14.1%.

Revenues are expected to be $653.06 million, up 9.3% 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 Exelixis?For Exelixis, 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 +2.44%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Exelixis 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 Exelixis would post earnings of $0.86 per share when it actually produced earnings of $0.91, delivering a surprise of +5.81%.

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.

Exelixis 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.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Medical - Biomedical and Genetics industry, Biogen Inc. (BIIB - Free Report) , is soon expected to post earnings of $2.08 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -56.8%. This quarter's revenue is expected to be $2.59 billion, up 2% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Biogen has been revised 1.8% 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 Biogen 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.

Wall Street expects a year-over-year decline in earnings on lower revenues when PennyMac Financial (PFSI - Free Report) reports results for the quarter ended September 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 October 29. 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 mortgage banking and investment management company is expected to post quarterly earnings of $1.30 per share in its upcoming report, which represents a year-over-year change of -61.4%.

Revenues are expected to be $504.28 million, down 20.3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 7.54% 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 PennyMac?For PennyMac, 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 #5.

So, this combination makes it difficult to conclusively predict that PennyMac 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 PennyMac would post earnings of $2.08 per share when it actually produced earnings of $1.39, delivering a surprise of -33.17%.

Over the last four quarters, the company has beaten consensus EPS estimates just once.

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.

PennyMac 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.

Bright Horizons Family Solutions (BFAM - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 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 October 29, 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 child care and early education services provider is expected to post quarterly earnings of $1.75 per share in its upcoming report, which represents a year-over-year change of +11.5%.

Revenues are expected to be $842.02 million, up 4.9% 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 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 Bright Horizons?For Bright Horizons, 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 -2.86%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination makes it difficult to conclusively predict that Bright Horizons 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 Bright Horizons would post earnings of $1.21 per share when it actually produced earnings of $1.28, delivering a surprise of +5.79%.

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.

Bright Horizons 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.

LOS ANGELES, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Hims & Hers Health, Inc. (“Hims & Hers” or “the Company”) (NYSE: HIMS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholders who purchased shares of HIMS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.

CLASS PERIOD: August 4, 2025 to July 29, 2026

DEADLINE: November 2, 2026

If you are a shareholder who suffered a loss, click here to participate.

CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Hims & Hers provided customer health data to third-party advertising platforms. The Company’s treatment practices were likely to result in heightened regulatory scrutiny. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Hims & Hers, investors suffered damages.

We also encourage you to contact Brian Schall or David Schwartz of Schall, Brown & Schwartz LLP, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

Join the case to recover your losses

WHY SBS? Schall, Brown & Schwartz LLP represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation. Bringing together the extensive experience and diverse skillsets of founding partners Brian Schall, Andrew Brown, and David Schwartz, SBS is dedicated to aggressively advocating for every investor.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.        

CONTACT:

Schall, Brown & Schwartz LLP
Brian Schall, Esq.,
Andrew Brown, Esq.,
David Schwartz, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE:

Schall, Brown & Schwartz LLP

Key Takeaways SMTC's LoRa sales hit a record $58 million in Q2 fiscal 2027, up 58% year over year.SMTC expects LoRa revenues to grow 65% year over year in Q3 fiscal 2027, fueled by rising adoption.SMTC's LoRa Gen 4 and LoRa Plus, plus Amazon Sidewalk expansion, support growth across key markets.
Semtech Corporation (SMTC - Free Report) is seeing strong growth in its LoRa business as demand increases across industrial, commercial and consumer applications. LoRa-enabled net sales reached a record $58 million in the second quarter of fiscal 2027, up 31% sequentially and 58% year over year. Growth reflects wider adoption of LoRa across different applications, including smart homes, security systems and industrial monitoring. Management expects the business to maintain its momentum, with LoRa revenues projected to grow about 15% sequentially and 65% year over year in the third quarter of fiscal 2027.

Semtech is expanding its LoRa portfolio to address more applications. Its LoRa Gen 4 platform supports higher data speeds while maintaining low power consumption and long-range connectivity. These features can support new uses in smart homes, security and industrial applications. For example, LoRa-enabled sensors can help monitor industrial equipment and support predictive maintenance. In public safety, the technology can also enable sensors to transmit audio for AI-based verification instead of sending simple alerts.

Amazon Sidewalk is another potential growth driver for Semtech’s LoRa business. Following Ring’s launch of a new range of LoRa-based sensors in the United States, Amazon Sidewalk is expanding internationally, starting with Canada and Mexico, while Europe, Australia and Japan are expected to follow. This expansion could help increase the use of LoRa-based devices in consumer applications through Amazon’s network. Meanwhile, LoRa Plus is gaining traction in smart home and security markets, broadening the company’s opportunities beyond traditional industrial and commercial use cases.

Strong momentum in LoRaWAN, LoRa Plus and Amazon Sidewalk can also support SMTC’s future growth. Management expects LoRa revenues to grow at a rate above its previous 20% benchmark, supported by demand across these applications. With record revenues, new use cases and expanding distribution through Amazon Sidewalk, LoRa could become an increasingly important contributor to Semtech’s overall growth.

How Competitors Fare Against SMTCSemtech faces competition from Texas Instruments (TXN - Free Report) and NXP Semiconductors (NXPI - Free Report) across the broader industrial and Internet of Things (IoT) markets.

Texas Instruments offers Sub-1 GHz wireless microcontrollers and transceivers designed for applications such as smart meters, building automation and industrial sensors. These products provide long-range connectivity while using little power, making them an alternative for certain applications served by Semtech's LoRa technology. In the third quarter of 2026, TXN's revenues rose 28% year over year to $6.1 billion, while industrial revenues grew more than 40%. The company is expanding manufacturing capacity to support rising customer demand. These investments and its broad wireless product portfolio strengthen TXN's position in industrial and connected-device markets.

NXPI also offers low-power Sub-GHz wireless products for smart metering, home and building automation, asset tracking and industrial monitoring. Its OL2385 transceiver family supports multiple wireless protocols, including Sigfox and Wireless M-Bus, giving customers options for connected-device applications. NXPI's industrial and IoT business reported revenues of $755 million in the second quarter of 2026, up 38% year over year. Its newer processing products, including the i.MX, RT and MCX families, grew 40% year over year, reflecting strong demand for its industrial and IoT portfolio.

SMTC’s Price Performance, Valuation & EstimatesShares of SMTC have jumped 92.2% in the year-to-date period compared with the  Zacks Semiconductor - Analog and Mixed industry’s return of 38.4%.

SMTC YTD Price Return Performance
Image Source: Zacks Investment Research

From a valuation standpoint, SMTC trades at a forward price-to-sales ratio of 7.36, lower than the industry’s average of 7.94.

SMTC Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for SMTC’s fiscal 2027 earnings is pegged at $3.65 per share, revised up by 4.9% over the past seven days, indicating a 113.5% increase from the previous year.

Image Source: Zacks Investment Research

SMTC currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

GE Vernova (GEV - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this the energy business spun off from General Electric have returned -2.7% over the past month versus the Zacks S&P 500 composite's no change. The Zacks Alternative Energy - Other industry, to which GE Vernova belongs, has lost 4.4% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, GE Vernova is expected to post earnings of $4.03 per share, indicating a change of +145.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -3.3% over the last 30 days.

The consensus earnings estimate of $30.5 for the current fiscal year indicates a year-over-year change of +72.4%. This estimate has changed +0.1% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $24.12 indicates a change of -20.9% from what GE Vernova is expected to report a year ago. Over the past month, the estimate has changed +0.2%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for GE Vernova.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of GE Vernova, the consensus sales estimate of $12.1 billion for the current quarter points to a year-over-year change of +21.4%. The $46.32 billion and $52.95 billion estimates for the current and next fiscal years indicate changes of +21.7% and +14.3%, respectively.

Last Reported Results and Surprise HistoryGE Vernova reported revenues of $11.1 billion in the last reported quarter, representing a year-over-year change of +21.9%. EPS of $2.47 for the same period compares with $1.86 a year ago.

Compared to the Zacks Consensus Estimate of $10.77 billion, the reported revenues represent a surprise of +3.12%. The EPS surprise was -22.08%.

Over the last four quarters, GE Vernova surpassed consensus EPS estimates two times. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

GE Vernova is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about GE Vernova. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Tractor Supply (TSCO - Free Report) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +7.50%. A quarter ago, it was expected that this retailer for farmers and ranchers would post earnings of $0.83 per share when it actually produced earnings of $0.81, delivering a surprise of -2.41%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Tractor Supply, which belongs to the Zacks Retail - Miscellaneous industry, posted revenues of $3.91 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 2.57%. This compares to year-ago revenues of $3.72 billion. The company has topped consensus revenue estimates just once 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.

Tractor Supply shares have lost about 34.6% since the beginning of the year versus the S&P 500's gain of 13.3%.

What's Next for Tractor Supply?While Tractor Supply 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 Tractor Supply 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 $0.41 on $4.03 billion in revenues for the coming quarter and $1.94 on $15.98 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, Retail - Miscellaneous is currently in the top 18% 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, Sally Beauty (SBH - Free Report) , is yet to report results for the quarter ended September 2026.

This beauty products seller is expected to post quarterly earnings of $0.60 per share in its upcoming report, which represents a year-over-year change of +9.1%. The consensus EPS estimate for the quarter has been revised 0.7% lower over the last 30 days to the current level.

Sally Beauty's revenues are expected to be $948.3 million, up 0.1% from the year-ago quarter.

USA Rare Earth (USAR -4.98%) could play a crucial role in helping the U.S. and its allies source critical minerals over the next decade and beyond. China currently dominates the markets for the extraction and processing of rare-earth minerals, giving it considerable leverage and the ability to cut off the U.S. and other countries from these resources, which are crucial for defense systems and other technologies.

The U.S. and China are competing world powers, and there's a real risk that the U.S. could see its access to rare-earth minerals dramatically reduced as geopolitical competition intensifies. USA Rare Earth is positioning itself to improve the company's domestic rare-earth sourcing capabilities and reduce its reliance on potentially hostile foreign governments.

Amid broader reshoring trends, does that make its stock a generational investment opportunity at current prices?

Image source: Getty Images.

USA Rare Earth is risky, but it has intriguing prospects
China using its dominant positioning in the rare-earth minerals industry as a powerful bargaining chip and political tool isn't a hypothetical. It's something that's already happening. In response to tariffs and restrictions imposed by the U.S. on the export of advanced artificial intelligence (AI) chips and semiconductor manufacturing equipment, China implemented a ban on rare-earth exports in October 2025.

Subsequent negotiations resulted in a temporary lifting of the ban, but some Chinese companies have recently canceled exports to the U.S., and exports to Japan remain heavily restricted. China has also banned exports of technologies and products to mining specialists including USA Rare Earth and MP Materials on the grounds that they could be used to support China's military adversaries.

$9.72-$0.51 (-4.98%)

NASDAQ · As of 11:13 AM ET 10/22/26

The solidification of conditions that will lead to strong demand for USA Rare Earth's mining output seems to be quite clear, but that hasn't stopped the company's share price from seeing big pullbacks this year. The company's stock has fallen roughly 15% across 2026's trading, and it's down roughly 74% from the lifetime high that it reached last October.

Despite the big pullback, investors should approach USA Rare Earth with the understanding that it's not a low-risk stock. Excluding the recently acquired Brazil-based mining company Serra Verde, USA Rare Earth is still basically a pre-revenue business. Supply agreements that the company has signed with the U.S. government provide some pricing floor guarantees and safety, but success for the stock may still hinge heavily on commanding higher prices and achieving sufficient levels of operational efficiency with mining and processing.

On the other hand, I do think the stock presents a worthwhile risk-reward profile at current levels and also offers defensive potential against a scenario in which relations worsen between the U.S. and China. With USA Rare Earth sporting a market capitalization of roughly $4 billion and targeting roughly $1.8 billion in annual earnings before interest, taxes, depreciation, and amortization (EBITDA) for 2030, I think there's a compelling case for risk-tolerant investors to add the stock at a time when critical minerals sourcing is becoming increasingly important on the world stage.

Waste Connections just handed shareholders its sixteenth straight double-digit dividend raise from a business built around picking up garbage, and the numbers behind that streak reveal something most investors overlook about boring industries.

On October 21, 2026, Waste Connections (NYSE:WCN | WCN Price Prediction) raised its regular quarterly dividend 10.0%, to $0.385 per share from $0.350. The new amount is payable on November 19, 2026, to shareholders of record on November 5, 2026. Management called it the sixteenth consecutive double-digit annual increase. The business is hauling trash, which is about as plain as a business gets. Over the past 10 years, the adjusted share price rose from $45.98 to $168.28, a 266.02% gain.

Waste Connections: Sixteen Straight Double-Digit Raises From Hauling Garbage
What Waste Connections Actually Does
About nine million residential, commercial, and industrial customers in 46 states and six Canadian provinces rely on Waste Connections for garbage collection. It hauls that garbage to transfer stations and then buries much of it in landfills it owns. Collection is the core of the business. In the third quarter, solid waste collection brought in $1,819,886,000 of total revenue of $2.638 billion. Disposal and transfer added $492,188,000, and oilfield waste treatment and disposal added $212,855,000.

The company concentrates on what it calls mostly exclusive and secondary markets. These are smaller towns and franchise territories where one hauler often holds the contract and a new rival would have to build a route network and find somewhere to dump. Its internalization rate was 58% in the quarter. That means more than half of the waste it collected went to its own disposal sites, so it got both the landfill fee and the hauling fee.

Why the Trucks Keep Running Through a Downturn
Households keep throwing out trash in a recession, and municipal contracts usually run for years. The industry’s most recent real stress test came in 2020. During the pandemic shutdowns, commercial and industrial volumes fell in many areas while residential volumes rose. Waste Connections generated $1,408,521,000 in operating cash flow in 2020, compared with $1,540,547,000 in 2019. That was a decline of about 8.6% in the worst economic shock in decades. That fall, the board still raised the quarterly dividend from $0.185 to $0.205, an increase of about 10.8%.

The company’s ability to raise prices is plain in its own numbers. Waste Connections has raised prices steadily while the amount of waste it handles has slipped, and margins have held or widened:

Period
Solid Waste Core Price
Solid Waste Volume
Adjusted EBITDA Margin

Q4 2025
6.4%
-2.7%
33.0% (full year 2025)

Q1 2026
6.0%
-1.5%
32.5%

Q2 2026
5.6%
-1.9%
32.8%

Q3 2026
5.5%
-1.2%
34.0%

The full-year 2025 margin was up 100 basis points from the prior year. In the third quarter, diesel prices jumped late in the period. Chief Executive Ronald J. Mittelstaedt said the company “overcame a late quarter surge in diesel pricing to deliver adjusted EBITDA margin of 34% on underlying margin expansion of 50 basis points.” Adjusted EPS came in at $1.58, against a consensus estimate of $1.521.

A Dividend Record Built on Cash, Paired With a Modest Yield
The quarterly dividend was $0.14 in late 2017 and is now $0.385, an increase of 175%. The dividend history shows a raise every fall since then, with each year’s higher amount held flat for four quarters before the next increase. Sixteen straight annual raises still leaves WCN decades short of the longest runs in the market (we ranked ten of those top payers by valuation in a free Dividend Kings report).

The yield is still small. At the new rate, the dividend comes to $1.54 a year, about 0.9% at the recent price of $168.28. More important is how easily the payout is covered. In 2025, the company paid $333,807,000 in dividends. Operating cash flow minus capital spending was $1,219,703,000, so the dividend took about 27% of that cash. Share buybacks used more cash than dividends this year. Repurchases have exceeded $1 billion year to date, retiring about 2.5% of outstanding shares. Management has now raised its 2026 outlook for the second time and expects adjusted free cash flow of $1.40 billion to $1.45 billion.

The share price has gone nowhere lately. The stock is down 3.41% year to date and 2.34% over the past year, but up 30.08% over five years. That kind of record holds steady over long periods and goes quiet for stretches.

One Risk Worth Tracking: Growth That Leans on Price
Solid waste volumes fell from a year earlier in each of the last four quarters. Growth has come from price increases while volumes shrank. Core price growth has also eased, from 6.4% in the fourth quarter of 2025 to 5.5% in the latest quarter. If price increases keep slowing before volumes recover, holding margins gets harder, especially when fuel costs jump the way diesel did late in the third quarter. Management pointed to a 70-basis-point sequential improvement in volumes, driven by landfill activity, as an early sign the trend is turning.

Why Patience Suits a Garbage Hauler
Waste Connections makes its money one route and one landfill at a time, and it raises prices a few percentage points a year. The latest dividend increase continues a 16-year pattern that cash flow supports well. Over the coming quarters, the key numbers to watch are volume trends and the core price.

Contact [email protected] for any questions or corrections.

Arcataur Capital Management LLC purchased a new position in shares of SpaceX (NASDAQ:SPCX – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 3,396 shares of the company’s stock, valued at approximately $512,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SPCX. Syntax Research Inc. acquired a new position in SpaceX in the second quarter valued at $26,000. Atwood & Palmer Inc. purchased a new position in shares of SpaceX during the second quarter worth about $29,000. PayPay Securities Corp purchased a new stake in SpaceX in the second quarter valued at approximately $30,000. Hickory Point Bank & Trust acquired a new stake in shares of SpaceX in the third quarter valued at approximately $30,000. Finally, Maryland Capital Advisors Inc. acquired a new stake in shares of SpaceX in the third quarter valued at approximately $30,000.

SpaceX Trading Up 7.8% NASDAQ SPCX opened at $159.31 on Thursday. The firm has a market cap of $2.10 trillion and a PE ratio of -1,770.11. The stock’s 50 day simple moving average is $149.18. SpaceX has a 12-month low of $104.83 and a 12-month high of $225.64. The company has a debt-to-equity ratio of 0.29, a current ratio of 5.12 and a quick ratio of 4.99.

SpaceX (NASDAQ:SPCX – Get Free Report) last posted its quarterly earnings results on Tuesday, October 20th. The company reported $0.35 EPS for the quarter, beating the consensus estimate of $0.10 by $0.25. The business had revenue of $14.57 billion during the quarter. During the same period in the prior year, the company earned ($0.36) earnings per share. SpaceX’s revenue for the quarter was up 161.4% on a year-over-year basis. Equities analysts forecast that SpaceX will post 0.07 earnings per share for the current fiscal year. SpaceX News Summary Here are the key news stories impacting SpaceX this week:

Positive Sentiment: Strong Q3 results: SpaceX reported $14.58 billion in revenue, up 161% year over year, and earnings of $0.35 per share versus the $0.10 consensus estimate. Net income reached approximately $4.4 billion, compared with a loss a year earlier. SpaceX quarterly revenue jumps, beats estimates as AI business surges Positive Sentiment: AI business is scaling rapidly: The Super Intelligence segment generated roughly $7.56 billion in revenue, up more than eightfold, and became SpaceX’s largest revenue contributor. Management said new computing deployments are currently producing payback in less than a year, helping validate the company’s AI infrastructure strategy. Why SpaceX Stock Popped After Earnings Positive Sentiment: Upbeat outlook and analyst support: SpaceX guided to $33 billion-$37 billion in first-quarter 2027 revenue, while its backlog reached about $63 billion. JPMorgan raised its price target to $500, and other firms including Wells Fargo, TD Cowen and Needham also increased targets or reiterated bullish ratings. Top Analysts Boost Price Targets After Q3 Beat Positive Sentiment: Merger speculation added momentum: Elon Musk called a Tesla-SpaceX merger a good idea, and both companies formed independent committees to examine a transaction. A combination could create synergies across AI, vehicles, robotics, connectivity and data. However, no deal is certain and shareholder approval would be required. SpaceX and Tesla boards form special committees to review merger Neutral Sentiment: Starlink remains an important financial base: Connectivity revenue rose 69% to approximately $5.25 billion, with 13.6 million consumer subscribers and strong enterprise and government growth. Investors are watching whether subscriber expansion and direct-to-device plans can support the AI buildout. Negative Sentiment: Capital intensity remains the key risk: SpaceX spent about $19.6 billion on capital expenditures in the quarter and expects $35 billion-$40 billion in fourth-quarter spending. Analysts have warned that continued AI expansion could require substantial borrowing and create execution, power-availability and cash-flow risks. SpaceX Bulls Get Louder After Q3 Earnings Print Negative Sentiment: Potential supply and governance overhangs: Upcoming insider share unlocks could increase selling pressure, while concerns about Starlink’s geopolitical exposure and the uncertain terms of any Tesla merger remain risks to valuation. Insiders Place Their Bets In other SpaceX news, COO Gwynne Shotwell sold 342,170 shares of the stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $153.57, for a total value of $52,547,046.90. Following the completion of the transaction, the chief operating officer owned 2,472,035 shares in the company, valued at approximately $379,630,414.95. This represents a 12.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Wall Street Analysts Forecast Growth A number of equities analysts have recently commented on the stock. Phillip Securities raised shares of SpaceX to a “strong sell” rating and set a $75.00 target price on the stock in a report on Friday, July 31st. UBS Group reaffirmed an “overweight” rating and issued a $300.00 target price on shares of SpaceX in a report on Wednesday. Pivotal Research set a $260.00 target price on shares of SpaceX in a report on Wednesday. Wedbush assumed coverage on shares of SpaceX in a research note on Tuesday, June 30th. They set an “outperform” rating and a $190.00 target price for the company. Finally, HSBC reissued a “hold” rating on shares of SpaceX in a report on Wednesday. Three analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, nine have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $243.08.

Check Out Our Latest Report on SpaceX

SpaceX Company Profile (Free Report)

Space Exploration Technologies Corp., commonly known as SpaceX, is a privately held aerospace company founded in 2002 by Elon Musk. The company develops and operates launch vehicles and spacecraft designed to reduce the cost of access to space and support commercial, government and scientific missions.

SpaceX’s principal products and services include the Falcon 9 and Falcon Heavy rockets, the Dragon spacecraft and the Starlink satellite communications network. Falcon rockets are used to launch satellites, cargo and crew, while Dragon spacecraft support transportation to and from low Earth orbit.

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