Wall Street expects a year-over-year increase in earnings on higher revenues when CRISPR Therapeutics AG (CRSP) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the st ...

The market expects Freshpet (FRPT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than ...

核心观点 - Hagerty Inc (HGTY) 预计在2025年6月季度实现收入和盈利同比增长，关键数据超预期可能推动股价上涨[1][2] - 公司预计季度每股收益(EPS)为0.13美元(同比+8.3%)，收入3.5453亿美元(同比+13.2%)[3] - 最新分析师修正显示EPS预期30天内上调6.45%，且盈利惊喜概率模型(EPS ESP)达+42.10%[4][12] 财务预期 - Zacks共识预期显示季度EPS为0.13美元，收入3.5453亿美元[3] - 最准确预期(Most Accurate Estimate)高于共识预期，反映分析师近期对盈利前景更乐观[12] - 当前Zacks评级为1级(强力买入)，与高ESP值组合历史上有70%概率实现盈利超预期[10][12] 历史表现 - 上一季度实际EPS为0.08美元，远超预期的0.02美元(惊喜幅度+300%)[13] - 过去四个季度中三次击败共识EPS预期[14] 市场影响机制 - Zacks盈利ESP模型通过对比最新修正与共识预期的偏差预测实际结果，正ESP值对预测准确性贡献显著[8][9] - 股价变动不仅取决于盈利是否超预期，还受管理层电话会议中业务讨论等其他因素影响[2][15]

Ichor Holdings (ICHR) 业绩预期 - 公司预计在2025年6月季度实现营收2.3548亿美元，同比增长15.9%，每股收益0.14美元，同比增长180% [1][3] - 若实际业绩超预期，股价可能上涨，反之可能下跌，业绩电话会议中管理层讨论将影响短期价格走势和未来预期 [2] - 过去30天共识EPS预期保持稳定，但分析师个体修正方向可能与整体变化不一致 [4] - 最准确预估高于共识预期，显示分析师近期转向乐观，形成+12.28%的盈利ESP，结合Zacks排名第3，预示大概率超预期 [12] 盈利预测模型分析 - Zacks盈利ESP模型通过比较最新最准确预估与共识预估来预测偏差，分析师临近发布前的修正可能包含更准确信息 [7][8] - 正向盈利ESP理论上预示实际盈利可能超预期，尤其当结合Zacks排名1-3时，70%概率实现超预期 [9][10] - 负向盈利ESP难以预测业绩超预期，尤其当Zacks排名为4-5时 [11] 历史业绩表现 - 上季度公司实际EPS为0.12美元，低于预期的0.26美元，意外偏差达-53.85% [13] - 过去四个季度中有两次超预期 [14] - 业绩超预期或不及预期并非股价变动的唯一因素，其他催化剂可能产生更大影响 [15] 行业比较 - 同行业公司高通(QCOM)预计2025年6月季度EPS为2.68美元(同比+15%)，营收103.6亿美元(同比+10.3%) [18] - 高通过去30天共识EPS预期上调0.3%，当前盈利ESP为+0.6%，结合Zacks排名第3，预示大概率超预期，且已连续四个季度超预期 [19] 投资策略建议 - 选择预期超预期的股票可提高成功概率，建议利用盈利ESP筛选工具在季报前识别机会 [16] - 虽然公司呈现有吸引力的超预期候选特征，但投资者仍需考虑其他因素 [17]

Hims & Hers Health, Inc. (HIMS) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Inspire Medical Systems (INSP) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than e ...

The market expects JBT Marel (JBTM) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Ardelyx (ARDX) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than expectations. O ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Krystal Biotech, Inc. (KRYS) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the sto ...

Palantir Technologies Inc (PLTR) 业绩预期 - 市场预期公司2025年第二季度每股收益(EPS)为0.14美元 同比增长55.6% 营收预计9.3834亿美元 同比增长38.4% [1][3] - 过去30天共识EPS预测保持稳定 但分析师个体调整方向可能与整体趋势不一致 [4] - 最准确预估(EPS+0.72%)高于共识预期 显示近期分析师转为乐观 但Zacks评级为5级(强烈卖出) 难以确定能否超预期 [12] 业绩惊喜预测模型 - Zacks ESP模型通过对比最新分析师修正与共识预期来预测偏差 正向ESP结合Zacks 1-3级评级时 预测准确率近70% [7][8][10] - 历史表现显示过去四个季度中有三次超出EPS预期 但最近一季度仅符合预期(0.13美元/股) [13][14] - 股价变动不仅取决于业绩是否超预期 还受其他因素影响 [15][17] 同业公司Reddit Inc (RDDT)对比 - 预计同期EPS为0.19美元 同比激增416.7% 营收4.2649亿美元 同比增51.7% [18][19] - 过去30天共识EPS下调0.8% 当前ESP为-11.65% 尽管Zacks评级为3级(持有) 但连续四个季度超预期 [19][20]