Latest news with #ZacksConsensusEstimate
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19 hours ago
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Donaldson Gears Up to Report Q3 Earnings: What's in the Offing?
Donaldson Company, Inc. DCI is scheduled to release third-quarter fiscal 2025 (ended April 30) results on June 3, before market company's earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters, while missing the mark in one. The average surprise was 3.8%. In the last reported quarter, its earnings of 83 cents per share missed the Zacks Consensus Estimate of 85 cents by 2.4%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Let's see how things have shaped up for Donaldson this earnings season. In the third quarter of fiscal 2025, the Industrial Solutions segment's results are expected to benefit from strong momentum in the commercial aerospace market. This growth was driven by increased demand for new equipment and solid demand in defense markets, arising from higher orders and porting activity. Persistent strength in the aerospace and defense business is likely to have aided the company's performance as well. The Zacks Consensus Estimate for the segment's revenues is pegged at $284 million, indicating a 5.6% jump from the year-ago reported Life Sciences segment has been reaping the benefits from an increase in demand for disk drives, and food & beverage products in Europe, the Middle East and Africa, and the Asia Pacific region. The consensus mark for the segment's revenues is pegged at $75 million, which implies a 1.4% increase from the year-ago reported volume in the aftermarket business, driven by positive market trends and the impact of expanded market share, is expected to have driven the performance of the Mobile Solutions segment. However, softness in agriculture markets within the Off-Road business and decrease in global truck production within the On-Road business are expected to have partially dented the segment's performance. The consensus estimate for the segment's revenues stands at $578 million. While this represents a 1.2% decline from the same quarter last year, it marks a 5.5% improvement over the previous August 2024, Donaldson acquired a 49% minority stake in Medica S.p.A. which enabled it to penetrate new markets and diversify its offerings in the medical device and water purification sectors. This is expected to support its fiscal third-quarter Zacks Consensus Estimate for the company's revenues is pegged at $940.5 million, which implies an increase of 1.4% from the year-ago quarter's reported figure. The consensus estimate for adjusted earnings is pinned at 95 cents per share, indicating a 3.3% increase from the year-ago quarter's reported the escalating selling, general and administrative (SG&A) expenses pose a threat to DCI's bottom line. Increasing headcount and incremental expenses associated with investments in acquired businesses are expected to have pushed up the SG&A expenses, which are likely to have impacted Donaldson's margins in the fiscal third quarter. Donaldson Company, Inc. price-eps-surprise | Donaldson Company, Inc. Quote Our proven model predicts an earnings beat for DCI 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, which is the case here, as elaborated below. Earnings ESP: DCI has an Earnings ESP of +3.74% as the Most Accurate Estimate is pegged at 99 cents per share, which is higher than the Zacks Consensus Estimate of 95 cents. You can uncover the best stocks before they're reported with our Earnings ESP Rank: DCI currently carries a Zacks Rank of 3. You can see the complete list of today's Zacks #1 Rank stocks here. AZZ Inc. AZZ came out with quarterly earnings of 98 cents per share in the second quarter of fiscal 2025 (ended February 2025), beating the Zacks Consensus Estimate of 95 cents. This compares with earnings of 93 cents per share a year reported revenues of $351.9 million, missing the consensus estimate by 3.8%. This compares with year-ago revenues of $366.5 million. Valmont Industries VMI reported revenues of $969.3 million in the first quarter of 2025, declining 0.9% on a year-over-year basis. Earnings per share of $4.32 remained flat year over reported revenues compare with the Zacks Consensus Estimate of $975.6 million. The company delivered an earnings surprise of 1.89%, with the consensus estimate being $4.24 per plc PNR came out with quarterly earnings of $1.11 per share in the first quarter of 2025, beating the Zacks Consensus Estimate of $1.01. This compares with earnings of 94 cents per share a year reported revenues of $1.01 billion for the quarter, surpassing the consensus estimate by 2.7%. This compares with year-ago revenues of $1.02 billion. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Valmont Industries, Inc. (VMI) : Free Stock Analysis Report AZZ Inc. (AZZ) : Free Stock Analysis Report Donaldson Company, Inc. (DCI) : Free Stock Analysis Report Pentair plc (PNR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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20 hours ago
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All You Need to Know About Evolv Technologies (EVLV) Rating Upgrade to Buy
Evolv Technologies Holdings, Inc. (EVLV) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time. Therefore, the Zacks rating upgrade for Evolv Technologies basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price. The change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock. Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Evolv Technologies imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher. As empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions. The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>>. This company is expected to earn -$0.23 per share for the fiscal year ending December 2025, which represents a year-over-year change of 32.4%. Analysts have been steadily raising their estimates for Evolv Technologies. Over the past three months, the Zacks Consensus Estimate for the company has increased 14.8%. Unlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of 'buy' and 'sell' ratings for its entire universe of more than 4000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a 'Strong Buy' rating and the next 15% get a 'Buy' rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term. You can learn more about the Zacks Rank here >>> The upgrade of Evolv Technologies to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Evolv Technologies Holdings, Inc. (EVLV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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a day ago
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FUBO Launches Programmatic Pause Ads: How Should You Play the Stock?
FuboTV FUBO has launched a new ad format called programmatic pause ads, becoming the first Connected TV (CTV) platform to do so. This is a major milestone for the company, allowing it to show targeted ads when viewers pause latest iteration of pause ads builds on its broader CTV ad innovation strategy. Initially launched last year as part of its interactive ad suite, pause ads appear a few seconds after a viewer pauses content and disappear once playback resumes. According to the company's internal data, FuboTV's CTV pause ads deliver 33% higher brand engagement than standard video ads, highlighting the format's effectiveness. Underpinning FuboTV's new launch is a broader slowdown in FUBO's advertising business. In the first quarter of 2025, the company reported North America ad revenues of $22.5 million, down 17.3% year over year, primarily due to the removal of ad-insertable content from networks like TelevisaUnivision. This had a direct impact on the company's available ad help mitigate this decline, FUBO has turned its focus to interactive ad formats. In the first quarter, interactive ads increased 37% year over year, with total ad product adoption rising 41% in the first half. These newer formats include gamified units, shoppable ads and now, programmatic pause ads that allow advertisers to reach viewers during content pauses. fuboTV Inc. price-consensus-chart | fuboTV Inc. Quote However, the launch comes as the company also faces subscriber pressure, with North America paid subscribers declining 2.7% year over year in the first quarter and further declines expected in the second quarter, potentially limiting the scale and reach of new ad innovations. For the second quarter of 2025, FuboTV projects total revenues in the range of $340-$350 million from North America, indicating a 10% year-over-year decline at the midpoint. The company anticipates 1.225 million to 1.255 million paid subscribers, implying a 14% year-over-year decline at the the Rest of World, FUBO expects total revenues to be in the range of $6.5-$7.5 million, indicating a 15% year-over-year decline at the midpoint. Paid subscribers are projected to be 325,000 to 335,000, indicating a 17% year-over-year decline at the Zacks Consensus Estimate for FUBO's second-quarter revenues is pegged at $353.93 million, indicating a decline of 9.07% from the figure reported in the year-ago quarter. The consensus mark for the bottom line is pegged at breakeven, which has been revised downward by a penny over the past 30 days, suggesting growth of 100% from the figure reported in the year-ago beat the Zacks Consensus Estimate for earnings in each of the trailing four quarters, with the average surprise being 55.56%. In the past month, FUBO shares have rallied 23.6%, outperforming the Zacks Consumer Discretionary sector and the Zacks Broadcast Radio and Television industry's growth of 7.3% and 5.7%, respectively. The outperformance can be attributed to FUBO's merger agreement with Disney DIS to combine Hulu + Live TV with FuboTV, positioning the company as the sixth-largest pay TV provider by subscriber count. It now ranks just behind major industry players, such as Comcast CMCSA and Charter Communications CHTR. Shares of Disney, Comcast and Charter Communications have gained 23.4%, 1.4% and 3.3%, respectively. While FUBO's new ad format marks a notable step in its innovation strategy and the recent share price rally signals investor optimism, sustained growth will likely depend on the company's ability to navigate ongoing ad revenue and subscriber currently carries a Zacks Rank #3 (Hold), suggesting that it may be wise for investors to wait for a more favorable entry point in the stock. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Comcast Corporation (CMCSA) : Free Stock Analysis Report The Walt Disney Company (DIS) : Free Stock Analysis Report Charter Communications, Inc. (CHTR) : Free Stock Analysis Report fuboTV Inc. (FUBO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
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a day ago
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How to Find Strong Buy Aerospace Stocks Using the Zacks Rank
Building a successful investment portfolio takes skill and hard work, no matter if you're a growth, value, income, or momentum-focused investor. Howmet was upgraded to the Zacks Rank #1 list on May 27, 2025. The Zacks Rank is a unique stock-rating model that helps you take advantage of earnings estimate revision trends and provides a way to get into stocks highly sought after by institutional investors. Headquartered in Pittsburgh, PA, Howmet Aerospace Inc. provides engineered solutions for customers in the transportation and aerospace (both defense and commercial) industries. Notably, it offers forged wheels for commercial use in the transportation industry. It also provides aerospace fastening systems, components used in jet engines and structural parts made of titanium used in defense and aerospace applications. Seven analysts revised their earnings estimate higher in the last 60 days for fiscal 2025, while the Zacks Consensus Estimate has increased $0.20 to $3.46 per share. HWM also boasts an average earnings surprise of 8.8%. Earnings are expected to grow 28.6% for the current fiscal year, while revenue is projected to increase 8.5%. HWM has been moving higher over the past four weeks as well, up 14.9% compared to the S&P 500's gain of 6.4%. With a #1 (Strong Buy) ranking, positive trend in earnings estimate revisions, and strong market momentum, Howmet could be just the stock to help your portfolio generate returns that could fund your retirement, your kids' college tuition, or your short- and long-term savings goals. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Howmet Aerospace Inc. (HWM) : Free Stock Analysis Report Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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a day ago
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Ulta Beauty's Q1 Earnings & Sales Beat Estimates, FY25 View Raised
Ulta Beauty, Inc. ULTA reported solid first-quarter fiscal 2025 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year. Better-than-expected results prompted management to raise its full-year company reported first-quarter earnings per share of $6.70, beating the Zacks Consensus Estimate of $5.77. The bottom line increased from $6.47 in the year-ago period. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Ulta Beauty Inc. price-consensus-eps-surprise-chart | Ulta Beauty Inc. Quote Net sales of this beauty product retailer increased 4.5% year over year to $2,848.4 million and surpassed the Zacks Consensus Estimate of $2,789 million. This growth was driven by higher comparable sales and contributions from new store openings, partially offset by a decline in other revenues. Comparable sales, which include sales from stores open for at least 14 months and e-commerce transactions, rose 2.9%. This growth was driven by a 2.3% rise in average ticket and a 0.6% increase in transaction volume. We expected comparable sales to decline 0.2%. Ulta Beauty's gross profit totaled $1,114.2 million, up 4.2% from $1,069.8 million. However, as a percentage of net sales, gross profit contracted to 39.1% from 39.2%. This decrease was due to deleverage in store and supply-chain fixed costs, along with lower other revenues, partially offset by reduced inventory shrinkage. We anticipated the gross margin to contract 10 general and administrative (SG&A) expenses increased 6.7% to $710.6 million from $665.9 million reported in the prior-year quarter. As a percentage of net sales, SG&A expenses increased to 24.9% from 24.4%. This increase was due to the deleveraging of store payroll and benefits, and store expenses, partially offset by the leverage of corporate income was $401.8 million compared with $400.9 million in the prior-year quarter. As a percentage of net sales, operating income was 14.1%, down from 14.7% in the year-ago period. We expected an operating margin of 12.4%. This Zacks Rank #3 (Hold) company ended the quarter with cash and cash equivalents of $454.6 million. Net merchandise inventories were $2.1 billion at the end of the reported quarter. Stockholders' equity at the end of the quarter was $2,430.3 million. Net cash provided by operating activities was $220 million for the 13 weeks ended May 3, company repurchased 986,733 shares for $358.7 million in the quarter. As of May 3, 2025, Ulta Beauty had $2.3 billion left under its $3 billion share buyback program announced in October 2024. Management still expects to buy back shares worth nearly $900 million in fiscal 2025. For the said period, capital expenditures are expected to be in the range of $425-$500 the reported quarter, the company opened six stores, remodeled four stores and relocated two stores. It ended the fiscal first quarter with 1,451 stores, totaling 15.2 million square feet. For fiscal 2025, ULTA still expects almost 60 net new stores, along with 40-45 store remodeling and relocation projects. Ulta Beauty now expects fiscal 2025 net sales in the range of $11.5-$11.7 billion compared with its prior outlook of $11.5-$11.6 billion. The company reported net sales of $11.3 billion in fiscal 2024. Comparable sales are now expected to be flat to up 1.5% year over year. Earlier, it anticipated comparable sales to be flat to up 1%.Management still expects an operating margin between 11.7% and 11.8% in fiscal 2025. Earnings per share are now envisioned to be in the range of $22.65-$23.20, revised from the earlier range of $22.50-$22.90. Ulta Beauty's earnings were $25.34 per share in fiscal 2024. The stock has gained 15.1% in the past three months compared with the industry's growth of 2.9%. Image Source: Zacks Investment Research Urban Outfitters, Inc. URBN offers lifestyle products and services. It currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks Zacks Consensus Estimate for Urban Outfitters' current fiscal-year earnings and sales indicates growth of 20.9% and 8%, respectively, from the year-ago period's reported figures. URBN delivered a trailing four-quarter average earnings surprise of 29%.Genesco Inc. GCO operates as a retailer and wholesaler of footwear, apparel and accessories, carrying a Zacks Rank #2 (Buy). GCO delivered a trailing four-quarter earnings surprise of 37.2%, on Zacks Consensus Estimate for Genesco's current fiscal-year earnings and sales indicates growth of 63.8% and 0.6%, respectively, from the year-ago period's reported Goose Holdings Inc. GOOS designs, manufactures and sells performance luxury apparel for men, women, youth, children and babies. It carries a Zacks Rank of 2 at present. GOOS delivered a trailing four-quarter average earnings surprise of 57.2%.The Zacks Consensus Estimate for Canada Goose's current fiscal-year earnings and sales implies a decline of 10% and 2.9%, respectively, from the year-ago actuals. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Urban Outfitters, Inc. (URBN) : Free Stock Analysis Report Ulta Beauty Inc. (ULTA) : Free Stock Analysis Report Genesco Inc. (GCO) : Free Stock Analysis Report Canada Goose Holdings Inc. (GOOS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
