Arista Networks (ANET) has joined a wave of tech stocks that are receiving upgrades from analysts thanks to its AI-driven data center innovation and robust revenue growth. Considering such, there is much enthusiasm building ahead of Arista Networks' Q2 report next Tuesday, August 5. To that point, Arista Networks' stock has rebounded more than +30% in the last three months and is now less than 10% from its all-time peak of $133 a share (stock-split adjusted basis), which it hit in January. Arista Networks Q ...

Key Takeaways MO's Q2 EPS rose 8.3% to $1.44, beating estimates due to strong OCI and lower shares outstanding.Oral tobacco net revenues rose 5.9%, fueled by pricing gains.MO narrowed FY25 EPS guidance to $5.35-$5.45, factoring in tariffs and e-vapor market dynamics.Altria Group Inc. (MO) posted second-quarter 2025 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year. The company's continued progress toward its long-term vision in the second quarter, supp ...

Key Takeaways NWL expects Q2 revenues of $1.94B, down 4.4% year over year, with EPS projected at $0.24, down 33.3%.Soft demand in Outdoor & Recreation and FX headwinds may drag Q2 performance despite pricing efforts.NWL cut China exposure to 15% of goods and boosted U.S. output to build a more resilient supply chainNewell Brands Inc. (NWL) is expected to register a year-over-year decline in the top and bottom lines when it reports second-quarter 2025 results on Aug. 1, before the opening bell. The Zacks Con ...

Key Takeaways VFC posted a Q1 loss of $0.24 per share, beating estimates and improving from last year's $0.33 loss.Net revenues of $1.76B topped forecasts, with gross margin rising 290 bps to 54.1% on better inventory and FX.VFC expects FY26 growth in operating income and cash flow, driven by The North Face, Timberland and Altra.V.F. Corporation (VFC) reported a narrower-than-expected loss per share in first-quarter fiscal 2026 results, with a sales beat. While earnings improved year over year, revenues dip ...

Key Takeaways HUM's Q2 EPS of $6.27 missed estimates and fell 9.9% year over year due to higher benefit costs.CenterWell revenues rose 11.9% on strong pharmacy and primary care business performance.HUM raised the 2025 adjusted EPS view to around $17.00 and expects revenues of at least $128 billion.Humana Inc. (HUM) reported second-quarter 2025 adjusted earnings of $6.27 per share, which missed the Zacks Consensus Estimate by 0.8%. The bottom line decreased 9.9% year over year. Adjusted revenues of $32.4 bil ...

业绩表现 - 2025年第二季度非GAAP每股收益为0.57美元 超出Zacks共识预期5.56% 但同比下滑33.7% [1] - 季度营收6.52亿美元 超预期0.89% 但同比下降10.7% 处于公司指引区间中值上方 [1] - 非GAAP营业利润同比下滑38.5%至9820万美元 营业利润率收缩680个基点至15.1% [4] 业务构成 - 半导体测试平台贡献营收4.92亿美元 占总收入75.5% [2] - 系统测试业务营收7500万美元 占比11.5% [2] - 机器人与产品测试营收8500万美元 占比13% [2] 成本结构 - 非GAAP毛利率57.3% 同比收缩110个基点 [2] - 销售与行政费用同比增长2.1%至1.578亿美元 占营收比例上升300个基点至24.2% [3] - 研发费用同比增长5.9%至1.184亿美元 占营收比例上升280个基点至18.2% [3] 财务状况 - 现金及等价物(含证券)3.679亿美元 较上季度5.078亿美元下降 [5] - 经营活动净现金流1.821亿美元 [5] - 董事会批准将股票回购计划扩大至2026年底前完成10亿美元 [5] 业绩指引 - 2025年第三季度营收指引7.1-7.7亿美元 Zacks共识预期7.644亿美元 暗示同比增3.7% [6] - 非GAAP每股收益指引0.69-0.87美元 Zacks共识预期0.91美元 暗示同比增1.1% [7] 同业比较 - Arista Networks(ANET)年内股价上涨9.4% Zacks评级为1级(强力买入) [9] - Leidos(LDOS)年内涨幅12% Zacks评级2级(买入) [9] - Enovix(ENVX)年内回报26.9% Zacks评级2级(买入) [10]

Shares of AMREP Corporation (AXR) have lost 4.4% since the company reported its earnings for the quarter ended April 30, 2025, underperforming the S&P 500 Index, which rose 0.2% during the same period. Over the past month, however, AMREP shares have gained 2.9%, slightly lagging the S&P 500’s 3.1% growth.AMREP’s Financial Performance ReviewAMREP posted strong earnings growth for fiscal 2025 despite a slight decline in annual revenues. Net income surged 90.1% to $12.7 million, or $2.37 per diluted share, fro ...

Key Takeaways SOUN's Polaris supports 30 languages with lower word error rates and faster latency than rivals.Enterprise traction grows as Polaris powers upselling across recent acquisitions like SYNQ3 and Amelia.SOUN shares rose 16.8% in 3 months, outperforming its industry despite unchanged loss estimates.SoundHound AI, Inc. (SOUN) is doubling down on its multilingual and multimodal foundation model, Polaris, as a cornerstone of its competitive edge in the voice AI landscape. In first-quarter 2025, the co ...

核心财务表现 - 公司第二季度调整后每股收益(EPS)为21美分 低于市场预期的29美分 较去年同期的48美分大幅下降[1] - GAAP净利润为1400万美元 远低于去年同期的3600万美元[2] - 净利息收入(NII)同比下降3.7%至1.31亿美元 低于预期9.2%[3] - 贷款损失准备金增至3700万美元 较去年同期的1400万美元显著上升[3] 收入与费用结构 - 其他收入同比暴跌76.1%至2800万美元[3] - 总费用同比下降45.4%至1.01亿美元 部分抵消收入端压力[3][8] - 联邦教育贷款业务净利润增长7.1%至3000万美元 但净贷款余额环比下降2.1%至296亿美元[4] - 消费贷款业务净利润骤降56.7%至2600万美元 逾期30天以上贷款比率升至6.4%[4] 业务板块动态 - 私营教育贷款余额环比下降1%至155亿美元 当季新增再融资贷款4.43亿美元[5] - 政府服务业务已于2025年2月出售 不再提供业务处理板块服务[5] - 公司当季支付普通股股息1600万美元 并执行3500万美元股票回购[9] 流动性状况 - 截至2025年6月30日 公司持有7.12亿美元无限制现金及流动性投资[7] - 流动性来源包括：现金及投资组合 教育贷款本金偿还 证券化信托分配 ABS发行等融资渠道[6] 同业比较 - 同行Capital One(COF)季度EPS达5.48美元 远超预期的3.83美元 主要受益于NII增长[12] - Ally Financial(ALLY)季度EPS为0.99美元 超出预期0.78美元 净融资收入同比增长35.6%[13]

Key Takeaways BG's Q2 adjusted EPS of $1.31 beat estimates but fell 24% year over year on segment-wide softness.Adjusted segment profit dropped 28% with margins contracting 80 bps amid weakness across core units.The company maintains its previously stated adjusted EPS guidance of $7.75 for 2025. Bunge Global SA (BG) reported second-quarter 2025 adjusted earnings of $1.31 per share, which beat the Zacks Consensus Estimate of $1.19 by a margin of 10.1%. The bottom line, however, marked a 24.3% year-over-year ...