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CoStar Group CSGP is slated to report third-quarter 2026 results on Oct. 27. For the third quarter of 2026, CoStar Group expects revenues to be between $935 million and $945 million, representing a 13% year-over-year increase at the midpoint, and adjusted earnings of 31-34 cents per share. The Zacks Consensus Estimate for third-quarter 2026 revenues is currently pegged at $950.99 million, suggesting growth of 14.08% from the year-ago quarter's levels. The consensus mark for third-quarter 2026 earnings has been unchanged at 34 cents per share over the past 30 days, suggesting a 47.83% increase from the year-ago quarter's figure. CoStar Group, Inc. price-eps-surprise | CoStar Group, Inc. Quote CoStar Group's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 21.17%. Let us see how things have shaped up for CSGP before the announcement. CoStar Group's third-quarter performance is likely to have been driven by strong demand for its commercial real estate information and analytics solutions, growing adoption of its residential marketplaces and improving operational efficiencies. The company's Commercial segment is expected to have benefited from increasing subscriptions to the CoStar platform, growing adoption of CoStar Debt Solutions and strong momentum in LoopNet's paid listings. In the second quarter of 2026, CoStar Group's revenues increased 9% year over year to $337 million, while LoopNet revenues rose 14% to $87 million. CoStar Group's subscriber base expanded 19% to 327,000. For the third quarter of 2026, Commercial segment revenues are projected to be between $489 million and $494 million, indicating 7% year-over-year growth at the midpoint. Residential segment performance is expected to have benefited from continued growth in Apartments.com, Homes.com and Domain. Apartments.com is likely to have gained from increasing paid property listings and strong customer retention, while Homes.com is expected to have benefited from expanding agent subscriptions and the introduction of its Platinum advertising tier. In the second quarter, Apartments.com revenues increased 9% to $318 million, while Homes.com revenues surged 66% to $28.5 million. For the third quarter, Residential segment revenues are expected to be between $446 million and $451 million, representing 20% year-over-year growth at the midpoint. CoStar Group's third-quarter profitability is expected to have benefited from disciplined expense management and improving residential operating leverage. The company expects adjusted EBITDA between $190 million and $210 million, implying an adjusted EBITDA margin of approximately 21% at the midpoint, up more than 700 basis points year over year. Commercial adjusted EBITDA is projected to be between $162 million and $172 million, while residential adjusted EBITDA is expected to be between $28 million and $38 million. However, CSGP's third-quarter 2026 results are expected to have been hurt by declining Ten-X transaction revenues, slower near-term growth at Homes.com due to sales-force restructuring and pricing pressures at Apartments.com amid intense competition and elevated multifamily vacancies. Our proven model does not conclusively predict an earnings beat for CoStar Group this time. Per the Zacks model, 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. But that is not the case here. CoStar Group presently has an Earnings ESP of 0.00% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they report earnings with our Earnings ESP Filter. Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases: Cadence Design Systems CDNS, Seagate Technology STX, and Amphenol APH are some stocks with favorable combinations. Cadence Design Systems has an Earnings ESP of +0.91% and carries a Zacks Rank #2 at present. CDNS is slated to report its third-quarter 2026 results on Oct. 26. You can see the complete list of today's Zacks #1 Rank stocks here. Seagate Technology has an Earnings ESP of +2.49% and sports a Zacks Rank #1 at present. Seagate Technology is set to report its first-quarter fiscal 2027 results on Oct. 27. Amphenol has an Earnings ESP of +1.72% and a Zacks Rank #2 at present. Amphenol is set to report its third-quarter 2026 results on Oct. 28. 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 CoStar Group, Inc. (CSGP) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Cadence Design Systems, Inc. (CDNS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

F5 Inc. FFIV is scheduled to report fourth-quarter fiscal 2026 results on Oct. 27, after market close. For the fourth quarter of fiscal 2026, F5 projects non-GAAP earnings per share (EPS) in the range of $4.14-$4.26 (midpoint of $4.20). The Zacks Consensus Estimate for the same is pegged at $4.24, suggesting a year-over-year decline of 3.2%. The figure has remained unchanged for the past 60 days. FFIV's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average earnings surprise of 16.09%. FFIV projects its fourth-quarter fiscal 2026 non-GAAP revenues in the range of $870-$890 million. The Zacks Consensus Estimate for the same is pegged at $884.4 million, suggesting year-over-year growth of 9.2%. F5, Inc. price-eps-surprise | F5, Inc. Quote F5's performance in the fiscal fourth quarter is likely to have benefited from sustained demand for its application delivery and security solutions as enterprises continue to modernize their IT infrastructure and adopt hybrid and multi-cloud architectures. The rising need to distribute workloads across on-premises data centers and cloud environments is expected to support demand for F5's flexible application delivery offerings. Increasing AI adoption and the need to manage data-intensive workloads could further strengthen this trend. Demand for F5's Systems products is expected to have remained a key contributor to product performance in the to-be-reported quarter. Customers are increasingly investing in higher-performance infrastructure to support expanding data-center capacity, improve application availability and prepare their environments for AI workloads. Ongoing infrastructure modernization, workload repatriation and platform consolidation initiatives are likely to have supported demand for the company's BIG-IP offerings. However, the sustainability of hardware demand beyond customer refresh cycles remains an important factor to watch. The Software segment is likely to have benefited from continued traction in subscription-based offerings, including BIG-IP and NGINX. Enterprises seeking to improve application performance, automate network operations and strengthen security across distributed environments are expected to have favored integrated solutions that offer flexibility and lower operational complexity. F5's transition toward subscription-based software could support recurring revenue generation and improve revenue visibility over time. However, the pace of software growth might have remained uneven, depending on renewal timing, customer spending priorities and the adoption of new offerings. Growing demand for application security solutions is also expected to have supported F5's performance. As enterprises expand their use of cloud applications, APIs and AI-powered tools, the need to protect applications against automated attacks, fraud and emerging security threats is likely to increase. F5's Distributed Cloud Services and AI Security Platform offerings could help the company capitalize on these requirements. Recent product enhancements and partnerships aimed at securing AI applications, models and agents are expected to broaden its opportunities as organizations seek greater visibility and control over enterprise AI deployments. Nevertheless, slower growth in perpetual software licenses and cautious enterprise IT spending amid macroeconomic uncertainty could have limited the overall pace of expansion. Higher memory and storage costs, supply-chain pressures and competitive pricing could also weigh on Systems demand and profitability. In addition, acquisition integration requirements and lingering costs associated with the previously disclosed cyber incident may remain sources of execution risk. While recurring software revenues and demand for application security are likely to have provided support, these headwinds might have tempered the benefits from F5's expanding cloud and AI opportunities. Our proven model does not conclusively predict an earnings beat for F5 this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that's not the case here. F5 has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases: Cadence Design Systems CDNS, Seagate Technology STX and Amphenol APH are some stocks with favorable combinations. Cadence Design Systems has an Earnings ESP of +0.91% and carries a Zacks Rank #2 at present. CDNS is slated to report its third-quarter 2026 results on Oct. 26. You can see the complete list of today's Zacks #1 Rank stocks here. Seagate Technology has an Earnings ESP of +2.49% and sports a Zacks Rank #1 at present. Seagate Technology is set to report its first-quarter fiscal 2027 results on Oct. 27. Amphenol has an Earnings ESP of +1.72% and a Zacks Rank #2 at present. Amphenol is set to report its third-quarter 2026 results on Oct. 28. 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 F5, Inc. (FFIV) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Cadence Design Systems, Inc. (CDNS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Seagate Technology Holdings plc STX is set to release first-quarter fiscal 2027 results after market close on Oct. 27. Investors will be keen to gain insights into the company's artificial intelligence (AI)-driven storage demand and growth prospects. However, the question remains whether Seagate is an attractive buy ahead of its highly anticipated earnings report. Let's take a look. After a year of strong profitability, Seagate expects revenues and earnings to climb further. Seagate expects revenues of $4.1 billion, plus or minus $100 million, in the fiscal first quarter, according to the company's July 28 press release. Revenue is expected to rise 13% sequentially as demand and product shipments strengthen. As AI creates more data, it will boost demand for mass-capacity storage, supported by Seagate's Mozaic platform and HAMR technology. Further, Seagate's non-GAAP earnings per share (EPS) are projected at $7.30, up almost 28% from $5.71 in fourth-quarter fiscal 2026, significantly outpacing projected revenue growth. This reflects improving operating leverage, a favorable product mix and strong pricing power. Seagate's fiscal first-quarter outlook points to strong business momentum and an increase in AI-led storage demand. Improved profitability may support further upside for the stock if results beat market expectations. So, the question of selling the stock doesn't arise. In fact, Seagate has delivered an average earnings surprise of 12.4% over the past four quarters, raising the possibility of another strong performance in the fiscal first quarter, which could further catalyze the stock. Image Source: Zacks Investment Research Most importantly, Seagate generated $3.1 billion in free cash flow in fiscal 2026, a considerable improvement from $818 million in fiscal 2025. This robust cash generation has enabled Seagate to fund its own business, reduce its debt burden and strengthen its balance sheet. Seagate appears more efficient than its peers at generating profits from shareholders' equity. This is because Seagate's return on equity (ROE) of 386.9% exceeds the Computer - Integrated Systems industry's ROE of 33.7%. Image Source: Zacks Investment Research Therefore, banking on AI-led storage demand, strong earnings momentum, robust cash flow, debt reduction and superior ROE, Seagate remains a compelling buy ahead of its much-awaited quarterly results. Seagate currently has a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks Rank #1 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 Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

MaxLinear MXL reported third-quarter 2026 non-GAAP earnings of 62 cents per share, beating the Zacks Consensus Estimate by 10.71%. The company reported earnings of 14 cents per share in the year-ago quarter and 35 cents in the previous quarter. Revenues of $218.1 million surged 72% year over year and surpassed the consensus mark by 1.44%. Sequentially, revenues increased 29%. Results benefited from accelerating adoption of optical AI data center products. Infrastructure revenues surged 210% year over year, reflecting strong demand for high-speed optical interconnects and expanding hyperscaler deployments. MaxLinear, Inc price-consensus-eps-surprise-chart | MaxLinear, Inc Quote Infrastructure revenues reached $125 million in the third quarter, increasing 47% sequentially and 210% year over year. The business remained MaxLinear's largest revenue category, exceeding the combined contribution of its other businesses. Growth was driven by accelerating deployment of optical connectivity products supporting AI infrastructure. The Keystone 100-gigabit-per-lane PAM4 digital signal processor platform continued ramping into high-volume production across multiple hyperscalers. Strong adoption of 800G optical solutions supported infrastructure growth, while expanding customer engagements strengthened the company's position in next-generation data center connectivity. Broadband revenues increased to $53 million from $45 million in the previous quarter. Connectivity revenues reached $25 million compared with $24 million in the previous quarter. Industrial and multimarket revenues were $15 million. Broadband and connectivity growth reflected large-scale deployments of fiber PON and Wi-Fi 7 gateways at major Tier 1 service providers in North America and Europe. MaxLinear also launched its Puma 9 platform, designed to support AI-ready DOCSIS 4.0 and 3.1+ multi-gigabit broadband services. Rushmore, the company's 200-gigabit-per-lane PAM4 platform supporting 1.6-terabit optical connectivity, continued progressing through customer qualification. Initial revenues are expected in early 2027, with a stronger ramp anticipated in the second half of the year. MXL expects the platform to become a significant growth driver in 2028 and 2029. MaxLinear is also expanding beyond optical interconnects through its Annapurna electrical retimer, Washington transimpedance amplifier and RackCommander control-plane portfolio. These products address high-speed electrical connectivity, telemetry and power management requirements in AI data centers. The Panther storage accelerator platform continued gaining traction, with management expecting revenues to roughly double in 2026. Meanwhile, the company's qualified XGS-PON hyperscale data center design win is expected to begin deployments in 2027, supported by secured backlog. Non-GAAP gross margin expanded to 60% from 59.1% in the year-ago quarter. The improvement reflected a favorable infrastructure product mix and increasing scale, partly offset by manufacturing cost pressures. Management noted that some cost increases have been passed along to customers. Non-GAAP operating expenses increased 12% year over year to $66.5 million in the reported quarter. Despite higher expenses, non-GAAP operating margin expanded to 29.5% from 12.1%, benefiting from higher revenues and operating leverage. MaxLinear ended the third quarter of 2026 with approximately $109.9 million in cash, cash equivalents and restricted cash. Operating activities used approximately $13.6 million during the reported quarter, reflecting substantial wafer prepayments to support growing demand for data center products. Inventory increased to $113.7 million from $105.5 million sequentially. However, days of inventory declined to 111 from 123, indicating improved inventory efficiency. Days sales outstanding increased to 31 from 28. The company also amended its credit agreement, increasing its revolving credit facility by $70 million to $200 million. The expanded facility provides additional financial flexibility to support customer demand and growth opportunities. For the fourth quarter of 2026, MaxLinear expects revenues between $240 million and $260 million. Infrastructure is expected to drive sequential growth through optical data center interconnect demand, while broadband and connectivity revenues are projected to decline seasonally. The company anticipates non-GAAP gross margin of 59-62% and non-GAAP operating expenses between $65 million and $70 million. MXL raised its 2026 optical data center revenue outlook to $250-$270 million. Customer bookings extend through 2027 into 2028, supported by demand for next-generation optical solutions. However, semiconductor foundry capacity constraints remain a challenge as the company prepares for additional product ramps. MaxLinear currently has a Zacks Rank #3 (Hold). Shopify SHOP, Seagate STX and Teradyne TER are some better-ranked stocks in the broader Zacks Computer and Technology sector that are set to report their earnings over the next couple of weeks. Each of the three stocks sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks here. Seagate is set to report its first-quarter fiscal 2027 results on Oct. 27, while Teradyne is scheduled to report its third-quarter 2026 results on the same date. Shopify is set to report its third-quarter 2026 results on Nov. 3. Shares of Seagate, Teradyne and Shopify have jumped 123.4%, 58.3% and 5%, year to date, respectively. 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 MaxLinear, Inc (MXL) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Teradyne, Inc. (TER) : Free Stock Analysis Report Shopify Inc. (SHOP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

T-Mobile US, Inc. TMUS is set to report third-quarter 2026 results on Oct. 28, after the closing bell. It pulled off a trailing four-quarter earnings surprise of 17.3% on average, beating estimates on all previous occasions. The wireless service provider is expected to witness year-over-year revenue growth, driven by subscriber additions, higher broadband adoption and strong demand for wireless services. However, higher promotional spending, intense competition and rising operating costs might have weighed on overall performance. During the quarter, T-Mobile strengthened its customer acquisition strategy by eliminating upfront costs for eligible customers, addressing a major barrier to switching wireless providers. The initiative is expected to have supported third-quarter 2026 revenues by attracting new subscribers, encouraging carrier switching and increasing adoption of its wireless plans. T-Mobile's "Get iPhone 18 Pro on Us" promotion is likely to have contributed to revenue growth in the quarter under review. The offer might have attracted new customers, encouraged existing subscribers to upgrade their devices and increased demand for postpaid plans, boosting subscriber additions and recurring service revenues. During the to-be-reported quarter, T-Mobile also promoted the Google Pixel 11 Pro XL and Samsung's new Galaxy foldable smartphones through attractive device offers. These promotions might have encouraged smartphone upgrades, attracted new wireless customers and increased device sales across its retail and online channels. Despite these growth opportunities, T-Mobile's September earnings could have been affected by higher promotional spending, device subsidies and customer acquisition costs amid strong competition. Continued investments in 5G networks and broadband expansion might also have increased operating expenses and depreciation, limiting profitability. For the September quarter, the Zacks Consensus Estimate for total revenues is pegged at $23.31 billion, indicating an improvement from the year-ago quarter's reported figure of $21.96 billion. The consensus estimate for adjusted earnings per share is pegged at $2.86, implying growth from $2.59 reported a year ago. Our proven model does not conclusively predict an earnings beat for T-Mobile for the third quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here. Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Zacks Rank: T-Mobile carries a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. T-Mobile US, Inc. price-eps-surprise | T-Mobile US, Inc. Quote Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season: Seagate Technology Holdings plc STX has an Earnings ESP of +2.49% and currently sports a Zacks Rank #1. It is set to release its first-quarter fiscal 2027 numbers on Oct. 27. The Earnings ESP for Corning Incorporated GLW is +0.68%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report third-quarter 2026 numbers on Oct. 27. The Earnings ESP for Intel Corporation INTC is +2.22%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report third-quarter 2026 numbers on Oct. 29. 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 T-Mobile US, Inc. (TMUS) : Free Stock Analysis Report Intel Corporation (INTC) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Corning Incorporated (GLW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Cadence Design Systems, Inc. CDNS will release results for the third quarter of 2026 on Oct. 26. The Zacks Consensus Estimate for third-quarter earnings is $2.04 per share, unchanged in the past 60 days. The consensus mark implies a 5.7% increase from the year-ago actual. The Zacks Consensus Estimate for revenues is pinned at $1.61 billion, indicating a nearly 20.3% uptick from the year-ago actual. Management expects revenues to be $1.595-$1.625 billion for the third quarter. The company reported sales of $1.339 billion in the year-ago quarter. Non-GAAP EPS is anticipated to be between $2.01 and $2.07. The company reported an EPS of $1.93 in the year-ago quarter. Cadence has an impressive earnings surprise history. The company's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 4.94%. Image Source: Zacks Investment Research CDNS stock has lost 7% in the past six months against the Computer-Software industry's growth of 16.6%. The S&P 500 composite and the Zacks Computer and Technology sector have risen 7.5% and 8.6%, respectively, in the same time frame. Broad-based momentum across electronic design automation ("EDA"), IP and System Design & Analysis ("SDA"), supported by sustained demand for its AI-oriented portfolio amid robust design activity and new system architectures across hyperscaler infrastructure and physical AI, remains the key catalyst. The company had a backlog of $8.1 billion at the second quarter-end driven by bookings momentum, while revenues expected to be recognized over the following 12 months from remaining performance obligations totaled $4.2 billion. This provides substantial visibility into future business performance. Cadence's ratable software model and high mix of recurring revenues are other positives. AI has been driving a major transformation in semiconductor and system design and Cadence is deeply integrated into this shift. Design activity across several verticals, especially data centers, drones, robotics and automotive, has been robust due to AI, hyperscale computing and 5G. The focus on Generative AI, Agentic AI and Physical AI has been leading to an exponential increase in computing demand and semiconductor innovation. Rising customer R&D investments in AI-driven automation have been creating a favorable demand environment for Cadence. On the last earnings call, management cited agentic AI as a durable tailwind. Cadence expects agentic tools to drive higher EDA consumption and usage across its platform as customers run more simulations, verification and implementation cycles, thereby expanding the addressable market. Management highlighted "strong early traction" for its AI Super-Agent portfolio. Cadence Design Systems, Inc. price-eps-surprise | Cadence Design Systems, Inc. Quote Cadence's agentic AI portfolio includes ChipStack, ViraStack, and InnoStack. In September, the company introduced an RTL Generation Agent for its ChipStack AI Super Agent. The expanded capabilities, expected to become available to select early-access customers in the fourth quarter, strengthen the company's longer-term AI-driven growth prospects. The company has been collaborating with several tech giants, including Qualcomm and NVIDIA, on their next-generation AI designs across both training and inference. Expanding partnerships with Samsung, Taiwan Semiconductor Manufacturing, Intel and Arm Holdings, bodes well. Cadence expanded its collaboration with TSMC in September, securing tool certification for advanced A14 design tools and introducing additional silicon-proven IP for N3P and N2P technologies. In October, Cadence collaborated with NVIDIA and launched Europe's first sovereign AI platform for semiconductor, system and AI factory design. Nonetheless, ongoing uncertainty prevailing over global macroeconomic conditions, especially U.S.-China tech tensions, along with stiff competition in the EDA space and inflation, remains a concern ahead of the third-quarter earnings. Management expects third-quarter non-GAAP operating margin between 43.5% and 44.5%, compared with 47.6% in the prior-year quarter. Core EDA business (which constitutes Custom IC, Digital IC and Functional Verification businesses) is likely to have gained from demand for the new hardware systems, especially among AI, automotive and high-performance computing clients. Continued adoption of Cadence's digital full-flow solutions, including Tempus and Certus signoff technologies, is likely to have cushioned the segment's performance. The SDA division is likely to have gained from the increasing demand for BETA CAE solutions, PCB and advanced packaging solutions and the integration of Hexagon's Design and Engineering business. Growing adoption of the AuraStack AI Super Agent, which automates PCB and advanced packaging design workflows, could further strengthen the division's prospects. The IP business has been gaining from an expanding silicon solutions portfolio and increasing demand for solutions in AI and HPC use cases. The company has been witnessing higher demand for its Star IP portfolio across AI and HPC applications, including HBM, PCIe, UCIe and LPDDR6. Our proven model predicts an earnings beat for Cadence this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is exactly the case here. CDNS currently has a Zacks Rank #2 and an Earnings ESP of +0.91%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Here are a few other stocks that you may want to consider, as our model shows that these, too, have the right combination of elements to post an earnings beat this season. Seagate Technology Holdings plc STX has an Earnings ESP of +2.49% and a Zacks Rank #1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. STX is scheduled to report quarterly figures on Oct. 27, 2026. The Zacks Consensus Estimate for Seagate Technology's to-be-reported quarter's earnings and revenues is pinned at $7.40 per share and $4.11 billion, respectively. Shares of Seagate Technology are up 162.8% in the past year. Intel INTC currently has an Earnings ESP of +2.22% and a Zacks Rank #2. INTC is scheduled to report quarterly earnings on Oct. 29, 2026. The Zacks Consensus Estimate for Intel's to-be-reported quarter's earnings and revenues stands at 39 cents per share and $16.44 billion, respectively. Shares of Intel have gained 123.4% in the past year. Vertiv VRT has an Earnings ESP of +0.89% and a Zacks Rank #2 at present. The company is scheduled to report quarterly figures on Oct. 28, 2026. The Zacks Consensus Estimate for Vertiv's to-be-reported quarter's earnings and revenues is pinned at $1.82 per share and $3.76 billion, respectively. Shares of Vertiv are up 5.2% in the past year. 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 Cadence Design Systems, Inc. (CDNS) : Free Stock Analysis Report Intel Corporation (INTC) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Vertiv Holdings Co. (VRT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

NXP Semiconductors NXPI is scheduled to report third-quarter 2026 results on Oct. 27, after market close. NXPI expects third-quarter revenues between $3.65 billion and $3.85 billion. The Zacks Consensus Estimate for revenues is pegged at $3.77 billion, indicating an increase of 18.8% year over year. For the third quarter, NXP Semiconductors anticipates non-GAAP earnings per share between $3.89 and $4.32. The consensus mark for earnings is pinned at $4.14 per share, revised up by a penny over the past seven days, suggesting an increase of 33.1% year over year. In the trailing four quarters, NXPI's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 1.5%. NXP Semiconductors N.V. price-eps-surprise | NXP Semiconductors N.V. Quote Let's see how things are shaping up for the upcoming quarterly results. NXP Semiconductors' third-quarter performance is expected to have benefited from continued strength in its Automotive business. Growth is likely to have been driven by the growing adoption of software-defined vehicles, vehicle electrification and connectivity solutions. Design wins for the S32N and S32K processor platforms and next-generation automotive Ethernet switches are also expected to have supported growth in the to-be-reported quarter. The company expects revenues from the Automotive end market to be up in the low-double digits on a year-over-year basis. The Zacks Consensus Estimate for Automotive revenues is currently pegged at $2.05 billion, indicating an increase of 11.9% from the year-ago quarter. Recovery in the Industrial & Internet of Things (IoT) market is expected to have remained a key growth driver during the third quarter. Demand is likely to have been supported by industrial processing solutions, including the i.MX, RT and MCX product families, along with strength in factory automation, energy storage and data center applications. The company expects revenues from Industrial & IoT end markets to be up in the high-30% range year over year. The Zacks Consensus Estimate for NXPI's Industrial & IoT revenues is pegged at $801.5 million, indicating a year-over-year increase of 38.5%. The Communications Infrastructure & Other segment's third-quarter prospects are expected to have benefited from growing exposure to data center infrastructure, digital networking products and continued strength in RFID solutions. NXPI expects revenues from Communications Infrastructure & Other end markets to increase about 50% on a year-over-year basis. The Zacks Consensus Estimate for the Communications Infrastructure & Others segment revenues is pegged at $490.6 million, indicating an increase of 50.2% on a year-over-year basis. However, NXPI expects revenues from the Mobile end market to decline in the mid-single-digit percentage range on a year-over-year basis in the third quarter. Management noted that memory shortages and other component constraints are affecting some customers' ability to meet demand. This could limit demand for secure mobile transaction products. The Zacks Consensus Estimate of $405.3 million for the Mobile end market implies a year-over-year decline of 5.8% from the year-ago quarter. Further, NXPI's third-quarter performance is expected to have been hurt by higher input costs and supply chain bottlenecks as the company faces inflation in components such as substrates, precious metals and other back-end materials. Management noted that certain parts of the supply chain remain tight, leading to inflationary cost pressures. While the company is using operational efficiency measures to offset these costs through selective price adjustments, higher costs could put pressure on margins if they are not fully offset. Our proven model does not conclusively predict an earnings beat for NXP Semiconductors this time. 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 not the case here. NXP Semiconductors has an Earnings ESP of -0.27% and carries a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Here are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle. Seagate Technology STX has an Earnings ESP of +2.49% and sports a Zacks Rank #1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Seagate Technology is set to report first-quarter fiscal 2027 results on Oct. 27. The Zacks Consensus Estimate for Seagate Technology's first-quarter fiscal 2027 earnings is pegged at $7.40 per share, up by 6 cents over the past seven days, indicating a rise of 183.5% from the year-ago quarter's reported figure. Amphenol APH has an Earnings ESP of +1.12% and carries a Zacks Rank #2 at present. Amphenol is set to report third-quarter 2026 results on Oct. 28. The Zacks Consensus Estimate for Amphenol's third-quarter 2026 earnings is pegged at 73 cents per share, up by a penny over the past seven days, indicating a rise of 55.3% from the year-ago quarter's reported figure. Corning GLW has an Earnings ESP of +0.68% and a Zacks Rank #2 at present. Corning is slated to report third-quarter 2026 results on Oct. 27. The Zacks Consensus Estimate for Corning's third-quarter 2026 earnings is pegged at 88 cents per share, unchanged over the past 30 days, indicating a rise of 31.3% from the year-ago quarter's reported figure. 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 NXP Semiconductors N.V. (NXPI) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Corning Incorporated (GLW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Seagate Technology (STX) will release its fiscal 2027 first-quarter earnings on Tuesday, October 27. Notably, profit-taking after a sharp rally and growing concerns about the sustainability of artificial intelligence (AI) infrastructure spending have pulled back STX ahead of Q1. While Seagate stock is trading over 41% below its 52-week high, its fiscal 2027 prospects remain solid, supported by robust demand. Seagate continues to benefit from the growing need for high-capacity storage solutions, driven by the rapid expansion of AI infrastructure. - 'No Question Tesla's Going to Merge With SpaceX' — Kevin O'Leary Says If You Own Tesla Stock, You'll Own the New Company After Flying Roadster Demo - Jensen Huang Says the Next Wave of AI Is Physical. Forget Nvidia and Tesla, I'd Bet on These 2 Mid-Cap Stocks Instead. - AST SpaceMobile Stock Gets a New Catalyst. Wall Street Sees 93% Upside. - Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Additionally, a stronger pricing environment is helping support revenue growth and profitability. These favorable industry dynamics are expected to remain key drivers for Seagate's performance in the first quarter and throughout fiscal 2027. Despite concerns about the sustainability of AI infrastructure spending, Seagate is likely to deliver solid earnings growth in Q1 and throughout fiscal 2027. Seagate's top line rose 34% in fiscal 2026, supported by strong demand for its mass-capacity storage solutions. The growing use of AI-powered applications is increasing cloud providers' need for data storage, supporting the momentum in Seagate's business. Seagate's revenue growth rate is forecast to accelerate in fiscal 2027, reflecting strong demand and a favorable pricing environment. Seagate projects sequential improvements in margins and cash flow during fiscal 2027. Long-term commitments from data center customers support its outlook amid rising demand. These customers account for approximately 90% of Seagate's exabyte shipments, while long-term supply agreements have secured allocations for most of its nearline storage capacity through calendar 2028. Notably, its customers are also exploring longer planning horizons extending into 2029 and beyond. This trend highlights confidence in future infrastructure requirements and provides greater visibility into Seagate's potential demand. Industry supply constraints are further strengthening Seagate's pricing outlook. Management noted that the gap between storage supply and demand has widened in recent quarters. While additional production capacity is expected to become available in the first quarter, Seagate anticipates selling incremental output at favorable prices. Strong pricing conditions could support sequential growth in revenue, gross margins, and profitability throughout the year. In addition to its revenue growth, Seagate is growing its bottom line at a solid pace and generating cash. During fiscal 2026, adjusted gross margin expanded by 10 percentage points, while adjusted earnings per share (EPS) climbed by more than 90%. Seagate generated $3.1 billion in free cash flow. This momentum will continue in Q1 and fiscal 2027. Management expects further sequential improvements in margins and cash generation throughout fiscal 2027. Thanks to its accelerating top-line growth rate and strong margins, Wall Street analysts currently project Seagate to report EPS of $7.17, up 185.7% from the year-ago period. Seagate has exceeded consensus EPS estimates in each of the past four consecutive quarters, including a beat of more than 12% in fiscal Q4. This track record of earnings outperformance indicates that Q1 could be no different. Seagate's valuation looks attractive ahead of its first-quarter earnings report. After the recent share price decline, STX is trading at 17.9 times forward earnings, suggesting it is undervalued. Analysts anticipate Seagate's fiscal 2027 EPS to climb 144%, supported by sustained demand for high-capacity storage drives and favorable pricing trends. Expectations remain strong for the following year, with consensus estimates pointing to an additional 62% increase in EPS in fiscal 2028. Taken together, Seagate's relatively modest forward valuation, robust projected earnings growth, and supportive storage industry fundamentals suggest the stock has meaningful upside potential. Seagate's Q1 outlook remains strong, supported by favorable storage demand and pricing. Its forward valuation also appears low relative to its robust earnings growth prospects. Seagate is set to deliver strong growth in Q1 and beyond, and most analysts rate the stock a "Strong Buy." On the date of publication, Amit Singh did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

Meta Platforms META reported third-quarter 2026 adjusted earnings of $7.4 per share, which increased 2.1% year over year, beating the Zacks Consensus Estimate by 13.50%. Revenues jumped 26% year over year to $64.6 billion, surpassing the consensus mark by 1.88%. Strong advertising demand, AI-driven engagement and improving monetization supported revenue growth. Ad impressions increased 10% year over year, while the average price per ad advanced 14%. However, higher infrastructure spending and legal expenses pressured operating profitability. Family of Apps revenues, which accounted for 99.3% of total revenues, increased 26.4% year over year to $64.16 billion. Advertising revenues rose 25.9% to $63.06 billion, supported by healthy engagement, user growth and ad-load optimization across Meta's platforms. Family of Apps other revenues surged 59% year over year to $1.1 billion, primarily driven by WhatsApp paid messaging and subscriptions. Meta Platforms, Inc. price-consensus-eps-surprise-chart | Meta Platforms, Inc. Quote Reality Labs revenues declined 5.7% to $443 million as lower Quest headset sales more than offset strong growth in AI glasses revenues. Family daily active people averaged 3.64 billion in September, up 3% year over year. Average revenue per person increased to $17.72 from $14.46 in the year-ago quarter, reflecting improving monetization across the company's ecosystem. Instagram global time spent per user reached an all-time high, growing at a double-digit rate. Facebook Reels engagement also achieved record levels, while Threads time spent per user increased more than 20%. AI-powered recommendation improvements lifted Instagram Reels viewing time by more than 4%. Meta's advertising systems continued delivering measurable performance gains. The company's expanded GEM ranking model increased offsite campaign conversions by 1.7% and app advertising conversions by 9.6%. Nearly 10 million advertisers used generative AI creative tools during the reported quarter. Meta launched its Muse personal agent and Muse Wonder frontier AI model during the reported quarter. More than 10 million users in the United States and Canada adopted Muse within approximately six weeks, with about 25% using the service on a given day. Shopping emerged as Muse's leading use case, accounting for more than a quarter of active users, with average purchases exceeding $200. Meta plans to monetize the platform through commerce fees, premium subscriptions and enterprise services. The company expects Muse's computing efficiency to improve more than tenfold over the coming year. These improvements could support broader adoption while reducing the cost of serving individual users. Total costs and expenses surged 68.1% year over year to $51.61 billion. The increase included a $9.89 billion charge related to the August 2026 agreement with U.S. state attorneys general concerning teen mental health litigation. Operating income declined 36.8% year over year to $12.99 billion, while operating margin contracted to 20% from 40% reported in the year-ago quarter. Excluding the legal charge, operating income would have increased 11% year over year. Infrastructure investments, depreciation, cloud spending and third-party AI token costs remained major expense drivers. Family of Apps operating income fell 31.4% year over year to $17.12 billion. Reality Labs operating loss narrowed to $4.13 billion from $4.43 billion, reflecting improving segment profitability despite continued investment. Meta ended September with $82.45 billion in cash, cash equivalents and marketable securities. Total debt stood at approximately $83.66 billion. Cash flow from operating activities totaled $32.79 billion, compared with $30 billion a year earlier. Capital expenditures, including finance lease principal payments, increased to $34.91 billion from $19.37 billion, resulting in negative free cash flow of $2.12 billion. The company also announced plans to establish a new non-voting Class C common stock, with shareholders receiving one new share for each existing share. The distribution is expected to effectively result in a two-for-one stock split in January 2027. For the fourth quarter of 2026, Meta expects revenues between $73 billion and $76 billion. The guidance incorporates an approximately 1% foreign currency headwind to year-over-year growth. The company raised its 2026 expense outlook to $175-$179 billion, incorporating the litigation charge. Capital expenditure guidance was narrowed to $135-$145 billion from $130-$145 billion. Meta expects Reality Labs operating losses of $18-$19 billion in 2026, a decline compared with 2025. Reality Labs losses are expected to further narrow to roughly $15 billion in 2027. The company anticipates strong revenue growth through 2027, supported by advertising improvements, AI advancements and emerging monetization opportunities. Currently, Meta Platforms carries a Zacks Rank #4 (Sell). Shopify SHOP, Seagate STX and Teradyne TER are some better-ranked stocks in the broader Zacks Computer and Technology sector that are set to report their earnings results over the next couple of weeks. Each of the three stocks sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Seagate is set to report its first-quarter fiscal 2027 results on Oct. 27, while Teradyne is scheduled to report its third-quarter 2026 results on the same date. Shopify is set to report its third-quarter 2026 results on Nov. 3. Shares of Seagate, Teradyne and Shopify have jumped 153.1%, 78.5% and 8.3%, year to date, respectively. 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 Meta Platforms, Inc. (META) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Teradyne, Inc. (TER) : Free Stock Analysis Report Shopify Inc. (SHOP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Seagate (STX), which belongs to the Zacks Computer - Integrated Systems industry. This electronic storage maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 14.55%. For the most recent quarter, Seagate was expected to post earnings of $5.1 per share, but it reported $5.71 per share instead, representing a surprise of 11.96%. For the previous quarter, the consensus estimate was $3.5 per share, while it actually produced $4.1 per share, a surprise of 17.14%. For Seagate, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Seagate has an Earnings ESP of +2.49% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on October 27, 2026. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss. Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate. Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. 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 Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research