Wall Street expects a year-over-year increase in earnings on higher revenues when Insmed (INSM) 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, which is expected to be released on August 7. On the o ...

核心观点 - 公司预计在截至2025年6月的季度实现盈利同比增长但收入同比下降 财报将于8月7日发布 实际业绩与预期对比可能影响短期股价[1][2] - 公司盈利预测指标显示负面信号 但历史表现优异 难以确定是否超预期[11][12][13] - 行业同类公司优步预计实现强劲增长 盈利超预期概率较高[17][18] 财务预期 - 预计季度每股收益0.63美元 同比增长5%[3] - 预计季度收入6.1777亿美元 同比下降2.6%[3] - 过去30天共识EPS预期保持未变[4] 盈利预测指标 - 最准确预期低于共识预期 盈利ESP为-4.00%[11] - 当前Zacks评级为3级(持有)[11] - 该组合难以预测公司能否超越共识EPS预期[11] 历史表现 - 上一季度实际EPS为0.70美元 超出预期0.62美元 超预期幅度达12.90%[12] - 过去四个季度均超越共识EPS预期[13] 行业对比 - 同业公司优步预计季度EPS为0.62美元 同比增长31.9%[17][18] - 优步预计季度收入124.6亿美元 同比增长16.4%[18] - 优步盈利ESP为+0.2% 结合持有评级 大概率超预期[18] - 优步过去四个季度均超越盈利预期[18] 方法论说明 - 盈利ESP通过对比最准确预期与共识预期计算 修订最新信息的分析师预期可能更准确[6][7] - 正ESP结合Zacks评级1-3级时 预测盈利超预期概率近70%[9] - 负ESP读数不表示必定低于预期 但难以预测超预期[10]

Zacks Consensus Estimate Wall Street expects a year-over-year decline in earnings on higher revenues when Intuitive Machines, Inc. (LUNR) 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, which is exp ...

The market expects Jamf Holding (JAMF) 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 consensus EPS estimate for the quarter has been revised 6.25% higher over the last 30 days to the current level. This is essent ...

核心观点 - 华尔街预期Nexa Resources在2025年第二季度财报中将出现营收和盈利同比下滑 实际业绩与预期对比将影响股价短期走势[1][2] - 公司盈利预期分歧指标（Earnings ESP）为0%且Zacks评级为4级（卖出） 难以预测其能否超预期盈利[10] - 同行业公司Ivanhoe Electric同样面临盈利预测挑战 但部分财务指标呈现同比增长趋势[16][17] 财务预期 - 预计季度每股亏损0.05美元 同比恶化133.3%[3] - 预期营收6.5988亿美元 同比下降10.4%[3] - 过去30天内共识EPS预期被下调65.22%[4] 预测模型分析 - Zacks盈利ESP模型通过对比"最精确预期"与"共识预期"来预测偏差[5] - 当ESP为正值且配合Zacks 1-3级评级时 预测准确率近70%[7] - 当前ESP为0%且评级为4级 缺乏明确预测指向[10] 历史表现 - 上一季度实际每股收益0.16美元 超预期77.78%[11] - 过去四个季度中仅一次超越预期[12] 同业对比 - Ivanhoe Electric预计季度每股亏损0.16美元 但同比改善59%[16] - 预期营收74万美元 同比增长37%[16] - 同样维持0%的ESP值 但持有Zacks 3级（持有）评级[17]

Wall Street expects a year-over-year increase in earnings on higher revenues when Ouster, Inc. (OUST) 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 7, might help the stock move higher if these key numbers are better than expectatio ...

This provider of software and services for semiconductor makers is expected to post quarterly earnings of $0.20 per share in its upcoming report, which represents a year-over-year change of +11.1%. Revenues are expected to be $53 million, up 27.2% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over thi ...

核心观点 - 华尔街预期Insulet在截至2025年6月的季度营收和盈利将实现同比增长 但实际业绩与预期的对比可能影响其短期股价[1] - 公司预计于8月7日发布财报 若关键数据超预期可能推动股价上涨 反之则可能下跌[2] - 尽管盈利超预期并非股价上涨的唯一因素 但投资于预期盈利超预期的股票可增加成功概率[16] 财务预期 - 季度每股收益预期为0.93美元 同比增长69.1%[3] - 季度营收预期为6.1549亿美元 同比增长26%[3] - 过去30天内共识每股收益预期上调0.2%[4] - 最准确估计高于共识预期 形成+0.78%的盈利ESP[12] 历史表现 - 上一季度实际每股收益1.02美元 超出预期0.81美元25.93%[13] - 过去四个季度中有三个季度盈利超预期[14] 行业对比 - 同业公司AdaptHealth预计季度每股收益0.15美元 同比下降28.6%[18] - AdaptHealth季度营收预期8.0453亿美元 同比下降0.2%[18] - AdaptHealth盈利ESP为+13.33% 结合持有评级 大概率超预期[19] - AdaptHealth过去四个季度中有三个季度盈利超预期[19] 预测模型 - Zacks盈利ESP模型通过对比最准确估计与共识预期预测偏差[8] - 正盈利ESP结合买入或持有评级时预测准确率近70%[10] - 负盈利ESP或卖出评级难以预测盈利超预期[11] 投资考量 - 公司当前Zacks评级为4（卖出） 结合正盈利ESP难以确切断言盈利超预期[12] - 投资者需关注管理层在财报电话会中讨论的业务状况[2]

Wall Street expects a year-over-year increase in earnings on higher revenues when Pinterest (PINS) 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, which is expected to be released on August 7. On th ...

核心观点 - United Parks & Resorts预计在截至2025年6月的季度实现收入和盈利同比增长 但盈利预期修正趋势和盈利惊喜模型显示公司可能难以超越市场共识预期[1][3][12] - 公司历史盈利表现不佳 过去四个季度均未达到盈利预期 且当前Zacks排名和盈利ESP指标均偏负面[12][13][14] - 同业公司Planet Fitness展现出更积极的盈利超越潜力 其盈利ESP为正且Zacks排名更高[18][19][20] 财务预期 - 预计季度每股收益1.79美元 同比增长19.3%[3] - 预计季度收入5.0045亿美元 同比增长0.6%[3] - 过去30天内共识EPS预期保持未变[4] 盈利预测指标 - 最准确估计低于共识预期 显示分析师近期转向悲观[12] - 盈利ESP为-3.08% 结合Zacks排名第4级(卖出) 难以预测盈利超越[12] - 盈利ESP模型对正值的预测能力显著 负值则不具指示性[9][11] 历史表现 - 上一季度实际亏损0.29美元 较预期亏损0.23美元差26.09%[13] - 连续四个季度未能达到盈利预期[14] 同业比较 - Planet Fitness预计季度EPS 0.79美元 同比增长11.3%[18] - 预计季度收入3.3425亿美元 同比增长11.1%[19] - 盈利ESP为+1.48% 结合Zacks排名第2级(买入) 很可能超越盈利预期[19][20] - 过去四个季度中三次超越盈利预期[20]