Earning Surprises

The horses are out of the gate as companies race to report first quarter earnings. A Thomson Reuters StarMine analysis reveals ten candidates that seem ready to prance into the winners’ circle — or pull up short and deliver a negative Earnings Surprise. So far three out of four companies have gone according to prediction. [...]

Gold miners are digging for profits as the precious metal’s price has been taking a dive. Canada-based Barrick Gold is also being hit by project delays and cost over-runs. Data produced by a Thomson Reuters StarMine analysis shows a large negative Predicted Surprise that indicates Barrick may miss already-lowered earnings estimates. Gold prices crashed by [...]

Lumber prices, housing starts and house prices are all rising like the walls in a hot new residential development. It looks like Weyerhaeuser’s earnings may be going up as well. Data produced by a Thomson Reuters StarMine analysis indicates the company may beat the first-quarter consensus earnings estimate. Weyerhaeuser Co. (WY.N) participates in both the [...]

The rate at which companies are posting better-than-expected earnings may look impressive, but looking behind the headlines reveals an underlying problem: the fact that revenue growth just isn’t keeping pace. When analysts cut their earnings estimates for S&P 500 companies in the weeks that led up to the first quarter’s earnings season, they created opportunities [...]

Rackspace — a cloud computing provider — faces strong competition from such established players as Amazon. As Rackspace continues to feel intense pricing pressure, analysts are lowering estimates.A Thomson Reuters negative Predicted Surprise points toward the likelihood that Rackspace earnings may miss the consensus for the first fiscal quarter. Cloud computing — computing resources delivered [...]

Oil and gas drills are revving up around the world and Canadian pipeline supplier Shawcor is looking at a gusher — record order backlogs and increasing revenues. A Thomson Reuters StarMine analysis indicates it may beat the consensus estimates when it reports quarterly earnings next month and record a positive earnings surprise. In North America, [...]

After the preseason period fueled hopes of an unbroken pattern of healthy earnings gains and positive surprises, the first reports after Alcoa kicked off the official earnings season seemed to paint a different, more bearish, picture. But there is still plenty of room for the 74 companies scheduled to report their results this week to [...]

FLIR Systems’ revenues from the U.S. government are sliding — but the company has also reduced its dependence on government contracts as it’s pursued increased global sales. Commercial clients, such as private security firms, are also placing orders. A Thomson Reuters StarMine analysis points toward the likelihood that FLIR may beat quarterly earnings estimates. In [...]

As on-the-go platforms such as tablets and smartphones proliferate, content providers need a wireless strategy. DISH Network Corp. is facing this reality while coping with rising content and subscriber costs. Data produced by a Thomson Reuters StarMine analysis suggests that DISH Network may miss quarterly earnings estimates. Trains, cafés, a park bench, the beach … [...]

Earning season has officially kicked off. Thomson Reuters senior research analyst, Sri Raman, discusses which stocks will be the biggest upside and downside surprises this earnings season. Positive surprises include Sandisk, Blackstone and Flir Systems while Electronic Arts and ASML are among the negative picks. Learn more. View Sri Raman as he discusses the stocks [...]