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Analyst Blog: Archive

Zacks Equity Research

Main Street Capital Q1 Earnings Beat Estimates, Expenses Rise Y/Y

MAIN's first-quarter 2025 results benefit from higher investment income. Yet, rising expenses act as a spoilsport.

ARCCPositive Net Change HTGCNegative Net Change MAINNegative Net Change

Zacks Equity Research

Fox Set to Report Q3 Earnings: What's in Store for the Stock?

FOXA's third-quarter fiscal 2025 results are expected to reflect gains from advertising revenues and streaming growth.

RLNegative Net Change FOXANegative Net Change LGF.ANo Net Change BIRKPositive Net Change

Zacks Equity Research

TMDX Stock Gains Post Q1 Earnings & Revenue Beat, Gross Margin Down

Increased organ utilization in liver and continued OCS adoption across both liver and heart boosted TransMedics' first-quarter 2025 performance.

BSXNegative Net Change CVSNegative Net Change ITGRNegative Net Change TMDXPositive Net Change

Zacks Equity Research

AMN Stock Gains Following Q1 Earnings & Revenue Beat, Margins Down

AMN Healthcare's dismal results in all its segments led to a soft overall first-quarter 2025 performance.

BSXNegative Net Change CVSNegative Net Change AMNPositive Net Change ITGRNegative Net Change

Zacks Equity Research

PacBio Stock Down Despite Q1 Earnings & Revenue Beat Estimates

Despite strong Service and other revenues, PACB reports soft first-quarter 2025 results partly due to lower Revio system shipments.

BSXNegative Net Change CVSNegative Net Change PACBNegative Net Change ITGRNegative Net Change

Zacks Equity Research

Carlyle Q1 Earnings Top Estimates, Revenues & AUM Increase Y/Y

CG's first-quarter results reflect increases in revenues and the AUM balance. Expenses also decline year over year.

IVZPositive Net Change KKRNegative Net Change CGPositive Net Change

Zacks Equity Research

Itau Unibanco Q1 Earnings & Revenues Rise Y/Y, Expenses Up

ITUB's first-quarter 2025 results benefit from a rise in revenues and managerial financial margin.

DBPositive Net Change ITUBPositive Net Change HSBCPositive Net Change

Zacks Equity Research

TPR Q3 Earnings Top Estimates, Sales Grow Y/Y, FY25 Outlook Raised

Tapestry posts solid Q3 results, led by Coach momentum, Gen Z traction and global expansion. It hikes FY25 view on strong brand execution and strategic focus.

GIIINegative Net Change GOOSPositive Net Change TPRPositive Net Change SFIXNegative Net Change

Zacks Equity Research

HubSpot Q1 Earnings Beat Estimates on Solid Revenue Growth

HUBS reports revenue growth year over year, backed by solid demand in multiple verticals.

WDAYPositive Net Change KEYSPositive Net Change HUBSNegative Net Change ASTSPositive Net Change

Zacks Equity Research

Akamai Q1 Earnings Surpass Estimates, Revenues Increase Y/Y

AKAM reports a top-line expansion year over year in the first quarter of 2025, backed by strong demand for cloud computing and security solutions.

AKAMNegative Net Change WDAYPositive Net Change KEYSPositive Net Change ASTSPositive Net Change

Zacks Equity Research

Maximus' Q2 Earnings & Revenues Beat Estimates, Increase Y/Y

MMS' second-quarter fiscal 2025 earnings and revenues increased year over year.

VRSKPositive Net Change MMSNegative Net Change SPGIPositive Net Change

Zacks Equity Research

Spectrum Brands Misses on Q2 Earnings, Suspends View on Tariffs Woes

SPB's Q2 sales and profits fall across key segments due to tough economic conditions, global trade issues and weaker consumer demand.

GIIINegative Net Change SPBNegative Net Change DLTHNegative Net Change KTBNegative Net Change

Zacks Equity Research

Is it Wise to Retain Mid-America Stock in Your Portfolio Now?

MAA to gain from the healthy operating fundamentals of Sunbelt markets, redevelopment and technology initiatives. High unit supply and interest expenses ail.

MAAPositive Net Change UMHPositive Net Change WELLPositive Net Change

Zacks Equity Research

Pediatrix Medical's Q1 Earnings Beat Estimates on Declining Costs

MD anticipates adjusted EBITDA to be between $220 million and $240 million in 2025.

MDPositive Net Change AVAHNegative Net Change WGSPositive Net Change BTSGPositive Net Change

Kaibalya Pravo Dey

Mastercard's Strong Start to 2025: But Is it Time to Tap the Brakes?

MA impresses with strong Q1 results, driven by robust payment volumes and surging demand for value-added services.

MAPositive Net Change VPositive Net Change AXPPositive Net Change

Zacks Equity Research

Federal Realty Beats Q1 FFO & Revenue Estimates, Raises 2025 View

Healthy leasing activity amid continued elevated foot traffic across its properties drive Federal Realty's Q1 results.

SPGPositive Net Change MACNegative Net Change FRTNegative Net Change

Zacks Equity Research

Griffon Earnings Surpass Estimates in Q2, Revenues Decrease 9% Y/Y

GFF's fiscal second-quarter revenues decrease 9% year over year, due to weakness across both segments.

UNFPositive Net Change ATRNegative Net Change GFFNegative Net Change EPACPositive Net Change

Zacks Equity Research

Expedia's Q1 Earnings Miss Expectations, Revenues Increase Y/Y

EXPE's first-quarter 2025 results benefit from an increase in B2B and advertising revenues.

EXPENegative Net Change COSTPositive Net Change BABANegative Net Change GOOSPositive Net Change

Zacks Equity Research

Ormat Technologies Q1 Earnings Beat Estimates, Revenues Increase Y/Y

ORA's first-quarter 2025 earnings beat estimates. Its revenues rise 2.5% year over year during the same period.

OKEPositive Net Change CNXPositive Net Change ORAPositive Net Change TTEPositive Net Change

Zacks Equity Research

Kratos Defense Q1 Earnings Beat Estimates, Revenues Rise Y/Y

KTOS' first-quarter 2025 earnings and revenues beat expectations. The company's 2025 guidance remains unchanged.

NOCNegative Net Change KTOSNegative Net Change LDOSPositive Net Change RTXNo Net Change

Zacks Equity Research

Groupon Q1 Earnings Surpass Estimates, Revenues Decrease Y/Y

GRPN's first-quarter earnings beat the consensus estimate, but revenues decline year over year, with weakness seen in Goods and Travel revenues.

COSTPositive Net Change GRPNPositive Net Change BABANegative Net Change GOOSPositive Net Change

Zacks Equity Research

Here's Why You Should Offload BorgWarner Stock From Your Portfolio

BWA faces headwinds from higher tariffs, rising SG&A expenses and high debt levels.

BWAPositive Net Change SMPPositive Net Change HSAIPositive Net Change

Zacks Equity Research

Pinterest Q1 Earnings Miss Estimates Despite Y/Y Revenue Growth

PINS reports top-line growth year over year in Q1, backed by healthy demand across several sectors and AI integration.

JNPRPositive Net Change IDCCNo Net Change TMUSNegative Net Change PINSPositive Net Change

Zacks Equity Research

QSR's Q1 Earnings & Revenues Miss Estimates, Rise Y/Y, Stock Down

Restaurant Brands' first-quarter top line reflects strong comps performance at the Firehouse Subs and International segments.

FASTNegative Net Change CMGNegative Net Change WENNegative Net Change QSRNegative Net Change

Zacks Equity Research

Copa Holdings Q1 Earnings & Revenues Beat Estimates, Both Up Y/Y

Passenger revenues remain flat year over year at CPA in the first quarter of 2025.

DALNegative Net Change UALNegative Net Change CPANegative Net Change LSTRNegative Net Change