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Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now

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Earnings are arguably the most important single number on a company's quarterly financial report. Wall Street clearly dives into all of the other metrics and management's input, but the EPS figure helps cut through all the noise.

Life and the stock market are both about expectations, and rising above what is expected is often rewarded, while falling short can come with negative consequences. Investors might want to try to capture stronger returns by finding positive earnings surprises.

Now that we know how important earnings and earnings surprises are, it's time to show investors how to take advantage of these events to boost their returns by utilizing the Zacks Earnings ESP filter.

The Zacks Earnings ESP, Explained

The Zacks Earnings ESP is more formally known as the Expected Surprise Prediction, and it aims to grab the inside track on the latest analyst estimate revisions ahead of a company's report. The idea is relatively intuitive as a newer projection might be based on more complete information.

Now that we understand the basic idea, let's look at how the Expected Surprise Prediction works. The ESP is calculated by comparing the Most Accurate Estimate to the Zacks Consensus Estimate, with the percentage difference between the two giving us the Zacks ESP figure.

Bringing together a positive earnings ESP alongside a Zacks Rank #3 (Hold) or better has helped stocks report a positive earnings surprise 70% of the time. Furthermore, by using these parameters, investors have seen 28.3% annual returns on average, according to our 10 year backtest.

Most stocks, about 60%, fall into the #3 (Hold) category, and they are expected to perform in-line with the broader market. Stocks with a #2 (Buy) and #1 (Strong Buy) rating, or the top 15% and top 5% of stocks, respectively, should outperform the market, with Strong Buy stocks outperforming more than any other rank.

Should You Consider Arista Networks?

Now that we understand what the ESP is and how beneficial it can be, let's dive into a stock that currently fits the bill. Arista Networks (ANET - Free Report) earns a #1 (Strong Buy) right now and its Most Accurate Estimate sits at $0.66 a share, just six days from its upcoming earnings release on August 5, 2025.

Arista Networks' Earnings ESP sits at +0.96%, which, as explained above, is calculated by taking the percentage difference between the $0.66 Most Accurate Estimate and the Zacks Consensus Estimate of $0.65. ANET is also part of a large group of stocks that boast a positive ESP. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

ANET is just one of a large group of Computer and Technology stocks with a positive ESP figure. Nvidia (NVDA - Free Report) is another qualifying stock you may want to consider.

Nvidia is a Zacks Rank #3 (Hold) stock, and is getting ready to report earnings on August 27, 2025. NVDA's Most Accurate Estimate sits at $1.06 a share 28 days from its next earnings release.

For Nvidia, the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of $1.00 is +6.03%.

ANET and NVDA's positive ESP metrics may signal that a positive earnings surprise for both stocks is on the horizon.

Find Stocks to Buy or Sell Before They're Reported

Use the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>


See More Zacks Research for These Tickers


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NVIDIA Corporation (NVDA) - free report >>

Arista Networks, Inc. (ANET) - free report >>

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