Five Star Bancorp (FSBC) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.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.Individ ...

Investors might want to bet on Aurinia Pharmaceuticals (AUPH) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.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 syst ...

Key Takeaways CHD's Q2 EPS of $0.94 beat estimates and rose 1% year over year despite a 0.3% sales decline.Organic sales rose 0.1% as 0.8% volume growth offset a 0.7% drop from pricing and product mix.Adjusted gross margin fell 40 bps to 45% due to tariffs, recall costs, and unfavorable product mix.Church & Dwight Co., Inc. (CHD) reported second-quarter 2025 results, wherein both top and bottom lines beat the Zacks Consensus Estimate. While net sales decreased, earnings increased from the year-ago period’s ...

Key Takeaways ICFI posted EPS of $1.66, topping estimates by 1.8% despite a 7% drop in total revenues.U.S. federal government revenues plunged 25.2% YOY to $204.7M, missing projections.Commercial revenues rose 24.4% YOY to $156.6M, beating expectations and driving margin gains.ICF International, Inc. (ICFI) reported mixed second-quarter 2025 results. Earnings surpassed the Zacks Consensus Estimate, but revenues missed the same.However, the earnings beat positively impressed the market as the company’s share ...

Key Takeaways Dutch Bros' Q2 revenues likely rose on same shop sales growth and higher transaction volume.Menu innovation and strong loyalty program use may have boosted customer engagement.Higher labor costs and inflationary pressures are likely to have weighed on Q2 profitability.Dutch Bros Inc. (BROS) is scheduled to report second-quarter 2025 results on Aug. 6, after market close. In the last reported quarter, the company delivered an earnings surprise of 40%.    BROS’ earnings beat the Zacks Consensus ...

Key Takeaways PFE may post a Q2 beat as growth in Vyndaqel and Padcev are likely to offset weaker Prevnar and Ibrance sales.LLY's Q2 sales likely to have been aided by strong demand for Mounjaro, Zepbound and other key therapies.GILD's HIV and hepatitis portfolios are likely to have boosted Q2 sales, driven by demand for Biktarvy.The second-quarter earnings season for the drug and biotech sector accelerated last week and will be in full swing this week, with many large drugmakers like Pfizer (PFE) , Eli Lil ...

Key Takeaways NVO will report Q2 earnings on Aug. 6, with consensus EPS at $0.93 and revenues at $11.79 billion.NVO cut 2025 sales and profit guidance due to weaker U.S. demand for Wegovy and Ozempic.Competition from Eli Lilly and illegal compounded drugs is pressuring NVO's obesity drug sales.Novo Nordisk (NVO) is scheduled to report its second-quarter 2025 results before the opening bell on Aug. 6, 2025. The Zacks Consensus Estimate for quarterly revenues in the to-be-reported quarter is pegged at $11.79 ...

财报预期 - Astera Labs将于2025年8月5日公布第二季度财报，预计营收1.7亿至1.75亿美元，同比增长7%-10%，每股收益预期0.32-0.33美元 [1] - 市场一致预期营收1.727亿美元，同比增长124.7%，每股收益0.33美元，同比增长153.85% [1][2] - 过去四个季度公司每股收益均超市场预期，平均超出幅度达28.41% [3] 增长驱动因素 - Scorpio P系列交换机和Aries 6中继器在定制化AI平台上的加速出货将推动收入增长，Scorpio产品线收入预计环比提升 [4] - Aries和Taurus产品家族需求强劲，受益于GPU和定制ASIC系统的多样化应用场景，包括横向扩展连接方案 [5] - 超加速器链接(UA Link)技术预计2026年推出，可能创造数十亿美元新增市场机会 [17] 产品与技术优势 - 公司提供覆盖PCIe 6.0、UA Link和CXL 3.0的全栈数据中心连接方案，新增Aries 6 PCIe智能变速箱和光学技术 [16] - 与英伟达合作展示首款端到端PCIe 6互操作方案，基于Blackwell GPU平台开发参考设计 [18] - 合作伙伴包括英伟达、Alchip和纬创等关键厂商 [18] 竞争与挑战 - 面临博通和Credo Technology的激烈竞争，博通已推出PCIe Gen 6产品组合，Credo在光模块领域取得800G DSP设计订单 [19] - 关税政策不确定性带来经营压力，2025年第一季度研发费用同比增长20%至6460万美元 [6] - 2025年第二季度预计运营费用7300-7500万美元，主要受研发投入增加驱动 [6] 市场表现与估值 - 年内股价下跌1%，跑输计算机与科技板块(9.1%)和互联网软件行业(17.5%) [7] - 当前股价高于50日和200日均线，显示看涨趋势 [12] - 远期市销率达26.26倍，显著高于行业平均5.65倍，估值处于高位 [14]

We are at the heart of the second-quarter earnings season for the Auto-Tires-Trucks sector and investors are closely monitoring the stocks amid growing uncertainty related to tariffs imposed on imports by the Trump administration. Among the S&P 500 sector components, Tesla, Ford, General Motors, Aptiv and O’Reilly Automotive have reported quarterly numbers and topped earnings estimates.Per the Earnings Trend report dated July 29, the auto sector’s earnings for the second quarter of 2025 are expected to decl ...

Key Takeaways SKYT expects Q2 revenues of $55M to $60M and a per-share loss of 16 to 22 cents.ThermaView demand likely supported Wafer Services, offsetting ATS weakness from budget delays.Fab 25 acquisition adds scale and $1B supply deal, bolstering SKYTs long-term U.S. foundry capacity.SkyWater Technology (SKYT) is set to report its second-quarter 2025 results on Aug. 6.For the to-be-reported quarter, SKYT expects revenues between $55 million and $60 million, with Advanced Technology Services (ATS) revenue ...