Earnings
Adobe (NASDAQ:ADBE), Oracle (NYSE:ORCL), and UiPath (NYSE:PATH) will report their financial results this week despite a light earnings calendar.
Monday, January 29
Oracle’s Quarterly Earnings Report
• Oracle to release quarterly earnings results after market closes.
• Analysts anticipate year-over-year growth in earnings per share and revenue due to AI initiatives.
• Seeking Alpha’s Quant Rating system gives Oracle a Buy rating, aligning with Wall Street recommendations.
• Oracle’s cloud computing platform expected to benefit from market growth.
• Despite risks, Oracle has shown strong profitability and net income margin.
• Consensus EPS Estimates: $1.38
• Consensus Revenue Estimates: $13.30B
• Oracle has exceeded EPS in 6 of the past 8 quarters.
Also reporting: Ballard Power Systems (BLDP), Asana (ASAN), Endeavour Silver (EXK), Alto Ingredients (ALTO), Assertio Holdings (ASRT), Ocular Therapeutix (OCUL), Foresight Autonomous Holdings (FRSX), Vail Resorts (MTN), Monroe Capital (MRCC), Fuel Tech (FTEK), Casey’s General Stores (CASY) and more.
Tuesday, January 30
Workhorse Group’s Q4 Earnings Expectations
• Stock underperforms broader market index by 82% over the past year.
• Seeking Alpha downgrades stock to Strong Sell due to profitability and momentum concerns.
• Wall Street analysts hold a consensus Hold rating.
• Consensus EPS Estimates: -$0.09, Revenue Estimates: $2.84M.
• Missed EPS and revenue expectations in 6 out of 8 quarters.
Also reporting: Clover Health Investments (CLOV), Uranium Energy (UEC), Blade Air Mobility (BLDE), BioXcel Therapeutics (BTAI), Aterian (ATER), Phunware (PHUN), CorMedix (CRMD), Manchester United (MANU), and more.
Wednesday, January 31
ZIM Integrated Shipping Services Q4 Financial Results
• ZIM’s Q4 financial results set to be released before market opens.
• Investors will be examining fleet expansion, reduced container availability due to Red Sea tensions, and lower capacity.
• Wall Street analysts and Seeking Alpha’s Quant Rating system hold a cautious stance on the stock.
• Jefferies upgraded ZIM to Buy from Hold in late January, citing a shift from cash burn to significant cash generation.
• Seeking Alpha author The Master of Coins describes ZIM as a “very speculative stock,” with short sellers targeting it.
• Consensus EPS Estimates: -$1.19, Revenue Estimates: $1.22B.
Also reporting: UiPath (PATH), Ideanomics (IDEX), GrowGeneration (GRWG), Dollar Tree (DLTR), Lennar Corporation (LEN), SentinelOne (S), Village Farms International (VFF), Williams-Sonoma (WSM), SuRo Capital (SSSS), Vroom (VRM), Ocean Power Technologies (OPTT), Taseko Mines Limited (TGB), Petco Health and Wellness Company (WOOF), Qifu Technology (QFIN), Fossil Group (FOSL), and more.
Thursday, February 1
Adobe’s Quarterly Performance Update
• Adobe’s quarterly revenue ranges from $5.10B to $5.15B, with adjusted EPS between $4.35 and $4.40.
• Analysts anticipate both EPS and revenue to grow Y/Y in the quarter.
• Seeking Alpha’s Quant Rating system upgraded the stock from Hold to Buy two weeks before the earnings print.
• Adobe’s strong business model, focusing on subscription-based products, leads to consistent revenue.
• Adobe’s fundamental strength is currently overvalued, trading above the margin of safety.
• Consistently exceeding EPS and revenue estimates in all the past 8 quarters.
Also reporting: Wheaton Precious Metals (WPM), Skillz (SKLZ), Blink Charging (BLNK), Canadian Solar (CSIQ), Ulta Beauty (ULTA), Dollar General Corporation (DG), Hello Group (MOMO), DICK’S Sporting Goods (DKS), Agenus (AGEN), Weibo Corporation (WB), Futu Holdings Limited (FUTU), Co-Diagnostics (CODX), Smartsheet (SMAR), KE Holdings (BEKE), National Beverage (FIZZ), Allogene Therapeutics (ALLO), and more.
Friday, February 2
Groupon’s Q4 Financial Results
• Groupon’s Q4 revenue expected to be above the forecasted range of $127.5M to $137.5M.
• Q4 adjusted EBITDA expected to be close to or above the high end of guidance.
• Positive free cash flow and $3.9M of borrowings paid down.
• $18.9M in proceeds from SumUp investment sales.
• Stock has seen 200% growth over the past year, including nearly 45% since 2024.
• Wall Street analysts rate it as a Buy, Seeking Alpha’s Quant Rating system suggests a Hold.
• Consensus EPS Estimates: $0.12, Revenue Estimates: $139.07M.
Also reporting: Verastem (VSTM), Jabil (JBL), Seanergy Maritime Holdings (SHIP), CBAK Energy Technology (CBAT), High Tide (HITI), Summit Midstream Partners, LP (SMLP), Embraer (ERJ), Telos Corporation (TLS), Unity Biotechnology (UBX), PAVmed (PAVM), and more.
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Earnings