Reddit, Inc. operates a website that organizes digital communities. It organizes communities based on specific interests that enable users to engage in conversations by sharing experiences, submitting links, uploading images and videos, and replying to one another. The company was founded in 2005 and is headquartered in San Francisco, California.

Reddit, Inc.

Fox Corporation FOXA is set to report first-quarter fiscal 2025 results on Oct. 30.
For the to-be-reported quarter, the Zacks Consensus Estimate for earnings is pegged at $1.06 per share, up by 2cents over the past 30 days. The figure indicates a 26.9% decline year over year.
The consensus mark for revenues is pegged at $3.58 billion, implying 0.4% marginal growth from the year-ago quarter’s reported figure.
The company’s earnings beat the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 30.29%.
Fox Corporation Price and EPS Surprise
Let us see how things have shaped up for this announcement.
Factors to Consider for FOXA Shares
Fox Corporation entered the first quarter of fiscal 2026 with strong operational and financial momentum following robust fiscal 2025 results, reflecting the strength of its diversified portfolio across news, sports and digital entertainment. FOXA is expected to have benefited from the performance of FOX News and steady affiliate fee trends, while investing to expand its direct-to-consumer footprint.
The launch of FOX One — a unified streaming platform priced at $19.99 per month — marked a pivotal step in the company’s digital evolution during the to-be-reported quarter. The service integrates FOX’s news, sports and entertainment brands into a single AI-driven interface designed for the growing cordless audience. However, upfront marketing and content integration costs related to the rollout are expected to have weighed on profitability during the period.
FOXA’s advertising revenues are expected to have moderated year over year, reflecting the absence of the $270 million in political advertising that supported the prior-year quarter. However, engagement at FOX News, which remained the most-watched network in total day and prime time through July 2025, likely provided an offset. Flagship shows like Jesse Watters Primetime, Gutfeld!, The Five and Outnumbered — likely helped sustain high audience retention and premium pricing in national and direct-response categories. The September 2025 debut of Saturday in America with Kayleigh McEnany and The Sunday Briefing with Peter Doocy and Jacqui Heinrich is expected to have strengthened weekend inventory. The return of NFL on FOX and Big Noon Saturday college football, along with new and returning animated titles such as The Simpsons, Bob’s Burgers, Krapopolis and Universal Basic Guys, likely boosted primetime ratings, particularly among younger demographics.
However, FOXA is expected to have faced near-term headwinds from higher programming and production costs, softer entertainment ad demand and incremental digital spending tied to FOX One, which may have limited margin expansion during the quarter.
What Our Model Says
According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.
FOXA has an Earnings ESP of -7.55% and a Zacks Rank #2 (buy) at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
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:
Reddit (RDDT) has an Earnings ESP of +20.17% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
It is set to report third-quarter 2025 results on Oct. 30. The Zacks Consensus Estimate for Reddit’s third-quarter earnings is pegged at 52 cents per share, up by a cent over the past 60 days, indicating an increase of 225% from the year-ago quarter’s reported figure.
Western Digital WDC has an Earnings ESP of +1.89% and presently sports a Zacks Rank #1.
Western Digital is set to report second-quarter fiscal 2026 results on Oct. 30. The Zacks Consensus Estimate for the second-quarter earnings is pegged at $1.59 per share, revised upward by 2 cents over the past 30 days. Estimates for Western Digital’s EPS for the second quarter indicate a year-over-year decline of 10.7%.
AMETEK AME is set to report third-quarter 2025 results on Oct. 30. The stock has an Earnings ESP of +1.21% and presently carries a Zacks Rank #2.
The Zacks Consensus Estimate for AMETEK’s third-quarter earnings is pegged at $1.76 per share, which has been revised upward by a penny over the past 30 days. Estimates for AMETEK’s third-quarter EPS call for year-over-year growth of 6%.
Quantum Computing Stocks Set To Soar
Artificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.
Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.
Access the Report Free Now >>
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
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

FOXA Gears Up to Report Q1 Earnings: What's in Store for the Stock?

Reddit RDDT is set to release its third-quarter 2025 results on Oct. 30.
The company expects third-quarter 2025 revenues between $535 and $545 million, indicating 54% to 56% year-over-year revenue growth, with a midpoint of 55%.
For the third quarter of 2025, the Zacks Consensus Estimate for revenues is pegged at $549.69 million, indicating year-over-year growth of 57.80%.
The consensus mark for earnings is pegged at 52 cents per share, which has remained unchanged over the past 30 days, indicating year-over-year growth of 225%.
Reddit Inc. Price and EPS Surprise
RDDT’s earnings surpassed the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 261.89%.
Let’s see how things have shaped up for this announcement.
Factors Likely to Have Influenced Q3 Performance
Reddit’s third-quarter performance is expected to have benefited from increased ad sales and the company’s growing AI initiatives.
Reddit’s advertising business is expected to have benefited from continued innovation in ad products and solutions in the to-be-reported quarter. Its focus on automation, dynamic product ads and tools like Reddit Insights and Community Add-Ons is set to improve advertiser performance and attract more advertisers.
RDDT is also expanding search-led engagement through Reddit Answers. In the second quarter of 2025, Reddit Answers experienced significant growth, with the number of weekly users increasing from 1 million to 6 million. Moreover, improving impressions and a rise in pricing are driven by Reddit’s investments in performance and targeting in the middle and lower funnel, which is expected to have driven ad revenues in the third quarter of 2025.
International expansion remains a key growth driver for Reddit. With machine translation available in 23 languages, the platform is reaching new markets in Asia, Europe and Latin America. This is expected to have driven further user engagement and revenues in the to-be-reported quarter.
However, a challenging macroeconomic environment, including elevated tariffs, may reduce discretionary ad spending. Intense competition, along with advertiser concentration risks, poses challenges to RDDT’s near-term prospects.
RDDT Trading at a Premium
RDDT shares have surged 34.2% in the year-to-date period, outperforming the Zacks Computer & Technology sector’s return of 25.9% and the Zacks Internet - Software industry’s 19.7% rally.
The company has also outperformed its peers like Meta Platforms META, Pinterest PINS, and Snap SNAP, which are also expanding their footprints into advertising to compete in the rapidly growing digital ad market. While Meta Platforms and Pinterest shares have gained 28.3% and 21.5%, Snap shares have lost 26.5% in the year-to-date period.
RDDT Stock's Performance
Image Source: Zacks Investment Research
However, the Value Score of F suggests a stretched valuation for RDDT at the moment, which makes it a risky bet for risk-averse investors.
RDDT stock is trading at a premium with a forward 12-month Price/Sales of 15.46X compared with the industry’s 5.63X, Meta Platforms’ 8.49X, Pinterest’s 5.06X, and Snap’s 2.08X.
Price/Sales (F12M)
Image Source: Zacks Investment Research
Reddit Benefits From Expanding Portfolio
Reddit’s expanding portfolio has been a major growth driver. In the second quarter of 2025, ARPU grew 47% year over year to $4.53, indicating that portfolio expansions are driving higher monetization per user.
Key drivers include the adoption of Dynamic Product Ads, which consistently achieve a return on ad spend that is, on average, two times higher than standard conversion campaigns. Reddit’s focus on automation, including the introduction of auto-bidding and integration with third-party tools like Smartly, has made it easier for advertisers to scale and optimize their campaigns. These advancements are likely to have attracted more advertisers, further boosting ARPU.
Further expanding its footprint, in June 2025, Reddit launched its Community Intelligence engine at Cannes Lions, introducing the alpha versions of Reddit Insights and Conversation Summary Add-Ons to help brands extract real-time conversational insights and boost campaign performance.
In September 2025, Reddit launched Reddit Pro tools for publishers. This new suite of free features helps media outlets share, track and engage with their content among Reddit’s more than 110 million daily users. The launch includes article insights, RSS auto-importing, and AI-driven community recommendations. It also offers a better in-app article viewing experience.
Conclusion
Reddit’s prospects are expected to benefit from an expanding advertising business, an expanding clientele, and an improved user experience with upgraded search and discovery features. These factors justify the company’s premium valuation.
Reddit stock currently sports a Zacks Rank #1 (Strong Buy), indicating that investors should accumulate the stock at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Quantum Computing Stocks Set To Soar
Artificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.
Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.
Access the Report Free Now >>
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
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Should You Buy, Sell, or Hold Reddit Stock Before Q3 Earnings Release?

TTM Technologies TTMI is scheduled to report third-quarter 2025 results on Oct. 29.
For the third quarter of 2025, TTMI expects revenues of $690-$730 million. The Zacks Consensus Estimate for revenues is pegged at $712.64 million, indicating a 15.59% increase from the year-ago quarter’s reported figure.
TTM Technologies expects non-GAAP earnings between 57 cents and 63 cents per share. The consensus mark for earnings is pegged at 61 cents, unchanged over the past 30 days, indicating year-over-year growth of 48.78%.
TTMI’s earnings have surpassed the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 16.85%.
TTM Technologies, Inc. Price and EPS Surprise
Let us see how things are shaping up for the upcoming announcement.
Key Factors to Note Before TTMI’s Q3 Results
TTM Technologies is anticipated to have benefited in the third quarter of 2025 from sustained strength in its Aerospace and Defense (A&D) segment, which accounted for 45% of total sales in the prior quarter. The company’s record A&D program backlog of approximately $1.46 billion likely provided strong revenue visibility and production continuity through the quarter to be reported. Supported by healthy defense budgets and increased demand for mission-critical systems, the segment’s robust order pipeline and favorable program mix are expected to have driven stable utilization levels, improved operational efficiency and supported margin performance in the third quarter.
TTM Technologies is expected to have benefited in the third quarter of 2025 from strategic capacity and footprint expansion initiatives aimed at aligning with customer regionalization trends. The acquisition of a large facility in Wisconsin, coupled with land rights in Penang, Malaysia, is likely to have strengthened the company’s global manufacturing flexibility and supply-chain resilience beyond China.
TTM Technologies entered the third quarter of 2025 with a strong financial position, supported by $97.8 million in operating cash flow, $448 million in cash and a low net leverage ratio of 1.2X. This solid liquidity allowed the company to invest in capacity expansion and technology upgrades while maintaining financial stability. As a result, TTMI is expected to have benefited from greater funding flexibility and stronger execution amid rising customer demand.
However, TTM Technologies is expected to have faced some pressure in the third quarter of 2025 due to softer bookings momentum entering the period. The company’s book-to-bill ratio of 0.89 in the second quarter indicated that new orders lagged behind shipments, suggesting a slowdown in order intake. This imbalance may have limited near-term revenue visibility and production activity, potentially weighing on sales growth and capacity utilization in the to-be-reported quarter.
What Our Model Says About TTMI Stock
Our proven model does not conclusively predict an earnings beat for TTM Technologies this time around. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that’s not the case here.
TTMI has an Earnings ESP of 0.00% and 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.
Stocks to Consider
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat earnings in their upcoming releases:
Reddit Inc. RDDT currently has an Earnings ESP of +20.17% and sports a Zacks Rank #1. RDDT shares have gained 31.1% in the year-to-date period. It is set to report its third-quarter 2025 results on Oct. 30. You can see the complete list of today’s Zacks #1 Rank stocks here.
Corning GLW has an Earnings ESP of +4.15% and a Zacks Rank #2 at present. GLW shares have surged 84% year to date. GLW is set to report its third-quarter 2025 results on Oct. 28.
Ametek AME presently has an Earnings ESP of +1.21% and a Zacks Rank #2. AME shares have risen 3.8% year to date. Ametek is set to report its third-quarter 2025 results on Oct. 30.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
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
AMETEK, Inc. (AME) : Free Stock Analysis Report
Reddit Inc. (RDDT) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

TTMI Set to Report Q3 Results: What's in the Cards for the Stock?

Cloudflare NET is scheduled to report third-quarter 2025 results on Oct. 30, 2025.
Cloudflare anticipates revenues between $543.5 million and $544.5 million for third-quarter 2025. The Zacks Consensus Estimate for NET’s third-quarter revenues is pegged at $544.1 million, indicating year-over-year growth of 26.5%.
For the third quarter, the company expects non-GAAP earnings of 23 cents per share. The Zacks Consensus Estimate for NET’s third-quarter earnings is pegged at 23 cents per share, suggesting growth of 15% from the same quarter last year. The consensus mark for earnings has remained unchanged over the past 60 days.
Cloudflare’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while matching the same on one occasion, the average surprise being 8.34%.
Cloudflare, Inc. Price and EPS Surprise
Factors Likely to Influence Cloudflare’s Q3 Results
Cloudflare’s third-quarter results are likely to benefit from enterprises transitioning from traditional firewall and VPN-based cybersecurity solutions to the zero-trust approach. The company’s performance is expected to have benefited from a rise in the number of high-value contracts.
Cloudflare’s revenues are expected to have been boosted by its aggressive global expansion outside the United States. It is worth mentioning that the company generated approximately 50% of its 2024 revenues outside the United States. In the second quarter of 2025, Cloudflare reported that it had relied more on sales channels like PLG; but now, as the enterprise sales motion is clicking DDoS, WAF, and DNS, Cloudflare is set to benefit from it.
A diversified clientele is likely to have boosted Cloudflare’s third-quarter top line. Cloudflare had 265,929 paying customers at the end of the second quarter, up 27% year over year. It added 185 new customers during the quarter who contributed more than $100,000 in annual revenues. The total count of such customers reached 3,712 at the end of the quarter. This trend is expected to have continued in the to-be-reported quarter as well, backed by the increasing demand for NET’s cloud-based offerings amid the continuing digitalization trend.
Furthermore, growth in Cloudflare’s Workers AI inference and AI Gateway requests might have contributed to the top line in the to-be-reported quarter. Rising adoption of its Model Context Protocol server by a growing number of companies is also a tailwind.
However, amid the ongoing geopolitical and macroeconomic challenges, Cloudflare is facing difficulties in closing large deals in the pipeline, affecting its revenue recognition. These challenges stem from customer cautiousness in their IT spending and vendor onboarding due to recent policy measures of the United States. This is expected to have negatively impacted the company’s top-line growth in the to-be-reported quarter.
Earnings Whispers for Cloudflare
Our proven model does not conclusively predict an earnings beat for Cloudflare 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.
Though Cloudflare carries a Zacks Rank #3, it has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
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.
Reddit Inc. RDDT has an Earnings ESP of +20.17% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
It is set to report third-quarter 2025 results on Oct. 30. The Zacks Consensus Estimate for RDDT’s third-quarter earnings is pegged at 52 cents per share, up by a cent over the past 60 days, indicating an increase of 225% from the year-ago quarter’s reported figure.
Meta Platforms META has an Earnings ESP of +3.03% and sports a Zacks Rank #2 at present.
Meta Platforms is slated to report third-quarter 2025 results on Oct. 29. The Zacks Consensus Estimate for META’s third-quarter 2025 earnings is pegged at $6.61 per share, up by 3 cents over the past seven days, indicating a rise of 9.6% from the year-ago quarter’s reported figure.
Cognizant Technology Solutions CTSH has an Earnings ESP of +1.54% and carries a Zacks Rank #2 at present.
It is set to report third-quarter 2025 results on Oct. 29. The Zacks Consensus Estimate for NXPI’s third-quarter earnings is pegged at $1.29 per share, unchanged over the past 60 days, indicating an increase of 3.2% from the year-ago quarter’s reported figure.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
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
Reddit Inc. (RDDT) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Cloudflare to Post Q3 Earnings: What's in Store for the Stock?

Atlassian TEAM, a prominent provider of team collaboration and productivity software, is scheduled to report first-quarter fiscal 2026 results after market close on Oct. 30.
Atlassian projects its fiscal first-quarter revenues between $1.395 billion and $1.403 billion. The Zacks Consensus Estimate for revenues is pegged at $1.40 billion, suggesting growth of 17.8% from the year-ago reported figure.
For fiscal first-quarter earnings, the consensus mark has been revised upward by a cent to 83 cents per share over the past 60 days. In the year-ago quarter, the company had reported non-GAAP earnings of 77 cents.
TEAM surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 19.9%.
Atlassian Corporation PLC Price and EPS Surprise
Factors to Consider for TEAM
The robust adoption of Atlassian’s cloud-based offerings, along with the accelerating trend of digitalization among organizations and the increasing embrace of hybrid work models, is likely to have propelled the company’s fiscal first-quarter performance. The surge in demand for TEAM’s cloud solutions from both new and existing customers, shifting away from on-premises products, is likely to have served as a positive catalyst for growth in the to-be-reported quarter.
Our estimate for revenues from Cloud deployment is pegged at $969.1 million, indicating a 22.3% increase from the year-ago quarter. Revenues from Data Center deployment are anticipated to grow 7.9% year over year to $362.2 million.
The strong demand for essential products like Jira Software and Confluence Cloud, combined with the growing adoption of advanced solutions, such as Jira Product Discovery Premium, Compass Premium and Guard Premium, is expected to have driven TEAM’s success in the fiscal first quarter. The strong momentum in the recently launched Teamwork Collection and the increasing use of Rovo AI tools are likely to have supported user expansion. These cutting-edge offerings deliver enterprise-grade capabilities and are expected to have boosted the latest cloud solutions to new heights.
Atlassian's emphasis on integrating AI features into its collaboration software is likely to have driven its top line in the first quarter. Additionally, Atlassian’s partnership with Google Cloud is expected to have accelerated its multi-cloud strategy and bring advanced AI capabilities to enterprise customers. The company ended the fourth quarter with 2.3 million AI users, reflecting strong adoption of its AI-powered teamwork platform.
However, TEAM’s performance in the fiscal first quarter is expected to have been affected by a soft IT spending environment. Still, high interest rates and protracted inflationary conditions are likely to have hurt consumer spending. Furthermore, businesses are postponing significant IT investments due to a struggling global economy, which is further complicated by macroeconomic and geopolitical challenges.
What Our Proven Model Says for TEAM’s Q1 Earnings
Our proven model does not conclusively predict an earnings beat for Atlassian this time. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.
TEAM has an Earnings ESP of 0.00% and a Zacks Rank #5 (Strong Sell) at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to Consider
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.
Reddit Inc. RDDT has an Earnings ESP of +20.17% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
It is set to report third-quarter 2025 results on Oct. 30. The Zacks Consensus Estimate for RDDT’s third-quarter earnings is pegged at 52 cents per share, up by a cent over the past 60 days, indicating an increase of 225% from the year-ago quarter’s reported figure.
Meta Platforms META has an Earnings ESP of +3.03% and carries a Zacks Rank #2 at present.
Meta Platforms is slated to report third-quarter 2025 results on Oct. 29. The Zacks Consensus Estimate for META’s third-quarter 2025 earnings is pegged at $6.61 per share, up by 3 cents over the past seven days, indicating a rise of 9.6% from the year-ago quarter’s reported figure.
Cognizant Technology Solutions CTSH has an Earnings ESP of +1.54% and carries a Zacks Rank #2 at present.
It is set to report third-quarter 2025 results on Oct. 29. The Zacks Consensus Estimate for NXPI’s third-quarter earnings is pegged at $1.29 per share, unchanged over the past 60 days, indicating an increase of 3.2% from the year-ago quarter’s reported figure.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
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
Reddit Inc. (RDDT) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Atlassian to Report Q1 Earnings: What's in Store for the Stock?

For Immediate Release
Chicago, IL – October 27, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Meta Platforms META, Reddit RDDT, InterDigital IDCC and AMETEK AME.
Here are highlights from Friday’s Analyst Blog:
4 Top-Ranked Technology Stocks Set to Beat Q3 Earnings Expectations
The technology sector is riding on strong adoption of Artificial Intelligence (AI), Generative AI (GenAI) and Agentic AI. The ongoing digitalization wave, courtesy of the rapid deployment of AI and cloud computing, is driving the sector. This has fueled strong demand for high-bandwidth and low-latency networks (5G) as well as hardware chips and components (GPUs, AI accelerators, memory chips, and data center infrastructure).
These factors bode well for technology stocks, a number of which are set to report quarterly results over the next couple of weeks. We pick four technology stocks — Meta Platforms, Reddit, InterDigital and AMETEK — well-poised to beat earnings estimates this season.
Technology Stocks Riding on AI Boom, Investments
Rapid deployment of AI is boosting industrial automation with growing usage of the Internet of Things, robotics and automation. AI is helping in improving ad targeting and boost user engagement. Rising threat complexity is driving demand for cybersecurity software as well as tamper-proof blockchain technology. Although still in early stages, quantum computing has shown promise in solving complex problems in domains like drug discovery and logistics.
AI demand is escalating, and that has increased the need for data center capacity expansion. Leading cloud computing providers like Amazon, Alphabet, Microsoft and Meta Platforms have multi-year investment plans to support greater cloud capacity and AI deployment. While Microsoft plans to spend $80 billion, Meta Platforms plans to spend $64-$72 billion on AI-related infrastructure development.
Massive investment in chips, particularly graphics processing units (GPUs), and customized accelerators is driving demand for semiconductors. Per the Semiconductor Industry Association data, semiconductor sales in August 2025 were $64.9 billion, up 21.7% year over year and 4.4% month over month. In July, sales were $62.1 billion, up 3.6% month over month.
Moreover, the PC segment witnessed growth in the third quarter of 2025. IDC estimates 75.8 million units were sold, up 9.4% year over year. In contrast, Gartner estimates shipments of 69 million units, up 8.2% year over year.
How to Pick Earnings Estimates Beating Stocks?
Finding technology stocks with the potential to beat earnings estimates can be daunting. Our proprietary methodology, however, makes it fairly simple.
You could narrow down the list of choices by looking at stocks that have the combination of a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) and a positive Earnings ESP. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Earnings ESP is our proprietary methodology for determining stocks that have the best chances to surprise with their next earnings announcement. It is the percentage difference between the Most Accurate Estimate and the Zacks Consensus Estimate.
Our research shows that for stocks with this combination of ingredients, the odds of a positive earnings surprise are as high as 70%.
Top Bets
Menlo Park, CA-based Meta Platforms has an Earnings ESP of +3.37% and currently sports a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Meta Platforms’ focus on integrating AI into its platforms — Facebook, WhatsApp, Instagram, Messenger and Threads — is driving user engagement. This is expected to boost third-quarter 2025 ad revenues, which, per the Zacks Consensus Estimate, are expected at $48.5 billion, suggesting 21.6% year-over-year growth. The social-media giant is set to report third-quarter 2025 on Oct. 29, 2025.
The Zacks Consensus Estimate for earnings has increased a couple of cents to $6.60 per share over the past month and suggests 9.45% growth over the figure reported in the year-ago quarter.
San Francisco-based Reddit currently has an Earnings ESP of +20.17% and a Zacks Rank #1. The company is scheduled to report third-quarter 2025 results on Oct. 30.
Reddit is benefiting from strategic product enhancements, targeted marketing initiatives and international expansion. The company’s focus on search functionality is playing a significant role in user growth (110 million globally at the end of the second quarter of 2025). Reddit’s core search product boasts 70 million weekly users, while Reddit Answers, its AI-powered search tool, grew to 6 million users in the second quarter of 2025.
For the third quarter of 2025, Reddit expects revenues between $535 million and $545 million. The Zacks Consensus Estimate for revenues is currently pegged at $549.7 million, better than management’s guidance and suggesting 57.8% growth from the figure reported in the year-ago quarter. The consensus mark for earnings has been steady at 52 cents per share over the past month and suggests 225% growth over the figure reported in the year-ago quarter.
Wilmington, DE-based InterDigital is set to report third-quarter 2025 results on Oct. 30. The company has an Earnings ESP of +17.32% and a Zacks Rank of 1.
InterDigital’s to-be-reported quarter results are expected to have benefited from strong licensing revenues driven by agreements with smartphone-makers Samsung, Apple, Oppo and Vivo. The company’s strong PC market footprint, thanks to a licensing deal with HP, is noteworthy. InterDigital expects existing contracts, including Samsung, to contribute between $136 million and $140 million to third-quarter 2025 recurring revenues. Non-GAAP earnings are expected between $1.52 per share and $1.72 per share.
The consensus estimate for InterDigital’s third-quarter earnings has been steady at $1.79 per share over the past 30 days and indicates 9.8% growth over the figure reported in the year-ago quarter.
Berwyn, PA-based AMETEK is scheduled to report its third-quarter 2025 results on Oct. 30. The company has an Earnings ESP of +1.21% and a Zacks Rank #2.
AMETEK is benefiting from solid momentum across the Electromechanical Group and Electronic Instruments Group segments. Positive contributions from Paragon Medical, Bison Engineering, Virtek Vision, Navitar, Alphasense, Magnetrol International and Crank Software acquisitions are driving top-line performance.
For the third quarter of 2025, AMETEK expects overall sales to be up mid-single digits on a percentage basis year over year. Adjusted earnings are expected to be in the range of $1.72 -$1.76, indicating a year-over-year increase of 4-6%. The consensus mark for earnings has inched up by a penny to $2.46 per share over the past month and suggests 134.29% growth over the figure reported in the year-ago quarter.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
Zacks Investment Research
800-767-3771 ext. 9339
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
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
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Zacks Analyst Blog Highlights Meta Platforms, Reddit, InterDigital and AMETEK

The technology sector is riding on strong adoption of Artificial Intelligence (AI), Generative AI (GenAI) and Agentic AI. The ongoing digitalization wave, courtesy of the rapid deployment of AI and cloud computing, is driving the sector. This has fueled strong demand for high-bandwidth and low-latency networks (5G) as well as hardware chips and components (GPUs, AI accelerators, memory chips, and data center infrastructure).
These factors bode well for technology stocks, a number of which are set to report quarterly results over the next couple of weeks. We pick four technology stocks — Meta Platforms META, Reddit RDDT, InterDigital IDCC and AMETEK AME — well-poised to beat earnings estimates this season.
Technology Stocks Riding on AI Boom, Investments
Rapid deployment of AI is boosting industrial automation with growing usage of the Internet of Things, robotics and automation. AI is helping in improving ad targeting and boost user engagement. Rising threat complexity is driving demand for cybersecurity software as well as tamper-proof blockchain technology. Although still in early stages, quantum computing has shown promise in solving complex problems in domains like drug discovery and logistics.
AI demand is escalating, and that has increased the need for data center capacity expansion. Leading cloud computing providers like Amazon, Alphabet, Microsoft and Meta Platforms have multi-year investment plans to support greater cloud capacity and AI deployment. While Microsoft plans to spend $80 billion, Meta Platforms plans to spend $64-$72 billion on AI-related infrastructure development.
Massive investment in chips, particularly graphics processing units (GPUs), and customized accelerators is driving demand for semiconductors. Per the Semiconductor Industry Association data, semiconductor sales in August 2025 were $64.9 billion, up 21.7% year over year and 4.4% month over month. In July, sales were $62.1 billion, up 3.6% month over month.
Moreover, the PC segment witnessed growth in the third quarter of 2025. IDC estimates 75.8 million units were sold, up 9.4% year over year. In contrast, Gartner estimates shipments of 69 million units, up 8.2% year over year.
How to Pick Earnings Estimates Beating Stocks?
Finding technology stocks with the potential to beat earnings estimates can be daunting. Our proprietary methodology, however, makes it fairly simple.
You could narrow down the list of choices by looking at stocks that have the combination of a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) and a positive Earnings ESP. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Earnings ESP is our proprietary methodology for determining stocks that have the best chances to surprise with their next earnings announcement. It is the percentage difference between the Most Accurate Estimate and the Zacks Consensus Estimate.
Our research shows that for stocks with this combination of ingredients, the odds of a positive earnings surprise are as high as 70%.
Top Bets
Menlo Park, CA-based Meta Platforms has an Earnings ESP of +3.37% and currently sports a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Meta Platforms’ focus on integrating AI into its platforms — Facebook, WhatsApp, Instagram, Messenger and Threads — is driving user engagement. This is expected to boost third-quarter 2025 ad revenues, which, per the Zacks Consensus Estimate, are expected at $48.5 billion, suggesting 21.6% year-over-year growth. The social-media giant is set to report third-quarter 2025 on Oct. 29, 2025.
The Zacks Consensus Estimate for earnings has increased a couple of cents to $6.60 per share over the past month and suggests 9.45% growth over the figure reported in the year-ago quarter.
Meta Platforms, Inc. Price and EPS Surprise
San Francisco-based Reddit currently has an Earnings ESP of +20.17% and a Zacks Rank #1. The company is scheduled to report third-quarter 2025 results on Oct. 30.
Reddit is benefiting from strategic product enhancements, targeted marketing initiatives and international expansion. The company’s focus on search functionality is playing a significant role in user growth (110 million globally at the end of the second quarter of 2025). Reddit’s core search product boasts 70 million weekly users, while Reddit Answers, its AI-powered search tool, grew to 6 million users in the second quarter of 2025.
For the third quarter of 2025, Reddit expects revenues between $535 million and $545 million. The Zacks Consensus Estimate for revenues is currently pegged at $549.7 million, better than management’s guidance and suggesting 57.8% growth from the figure reported in the year-ago quarter. The consensus mark for earnings has been steady at 52 cents per share over the past month and suggests 225% growth over the figure reported in the year-ago quarter.
Reddit Inc. Price and EPS Surprise
Wilmington, DE-based InterDigital is set to report third-quarter 2025 results on Oct. 30. The company has an Earnings ESP of +17.32% and a Zacks Rank of 1.
InterDigital’s to-be-reported quarter results are expected to have benefited from strong licensing revenues driven by agreements with smartphone-makers Samsung, Apple, Oppo and Vivo. The company’s strong PC market footprint, thanks to a licensing deal with HP, is noteworthy. InterDigital expects existing contracts, including Samsung, to contribute between $136 million and $140 million to third-quarter 2025 recurring revenues. Non-GAAP earnings are expected between $1.52 per share and $1.72 per share.
The consensus estimate for InterDigital’s third-quarter earnings has been steady at $1.79 per share over the past 30 days and indicates 9.8% growth over the figure reported in the year-ago quarter.
InterDigital, Inc. Price and EPS Surprise
Berwyn, PA-based AMETEK is scheduled to report its third-quarter 2025 results on Oct. 30. The company has an Earnings ESP of +1.21% and a Zacks Rank #2.
AMETEK is benefiting from solid momentum across the Electromechanical Group and Electronic Instruments Group segments. Positive contributions from Paragon Medical, Bison Engineering, Virtek Vision, Navitar, Alphasense, Magnetrol International and Crank Software acquisitions are driving top-line performance.
For the third quarter of 2025, AMETEK expects overall sales to be up mid-single digits on a percentage basis year over year. Adjusted earnings are expected to be in the range of $1.72 -$1.76, indicating a year-over-year increase of 4-6%. The consensus mark for earnings has inched up by a penny to $2.46 per share over the past month and suggests 134.29% growth over the figure reported in the year-ago quarter.
AMETEK, Inc. Price and EPS Surprise
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
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
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

4 Top-Ranked Technology Stocks Set to Beat Q3 Earnings Expectations

Electronic Arts EA is set to report second-quarter fiscal 2026 results on Oct. 28.
For second-quarter fiscal 2026, EA expects GAAP revenues between $1.75 billion and $1.85 billion and earnings per share in the range of 29 cents to 46 cents.
The Zacks Consensus Estimate for earnings has moved south by 1.6% to $1.27 per share in the past 30 days. The figure indicates a 40.93% decline from the year-ago quarter’s reported figure.
The consensus mark for revenues is pegged at $1.86 billion, suggesting a 10.36% decrease from the year-ago quarter’s reported figure.
The company’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while missing once, the average surprise being 47.33%.
Let’s see how things have shaped up for this announcement.
Electronic Arts Inc. Price and EPS Surprise
Factors to Consider
Electronic Arts anticipated net bookings between $1.8 billion and $1.9 billion for its second-quarter fiscal 2026, ending Sept. 30, 2025. The company expected a more normalized curve for College Football full game sales, partially offset by the launch of Madden NFL 26, with expectations that early momentum in Apex Legends and catalog would continue.
The American football ecosystem is expected to present an 8-point headwind year over year for the quarter, reflecting the challenging comparison against the exceptionally strong debut of College Football 25 in the prior year. EA SPORTS College Football 26 launched worldwide on July 10, 2025, while EA SPORTS Madden NFL 26 launched worldwide on Aug, 14, 2025, both falling within the fiscal second quarter period.
The guidance included a four-point year-over-year headwind related to the phasing of the EA SPORTS FC 26 Ultimate Edition content, which is expected to be largely recognized in the third quarter. EA SPORTS FC 26 released worldwide on Sept. 26, 2025, late in the fiscal second quarter, with early access beginning Sept. 19.
Apex Legends launched its Season 26: Showdown update on Aug. 5, 2025, introducing the new Wildcard mode, Legend Amps, Elite Weapons, and significant updates to Caustic and Bangalore. These content additions occurred during the fiscal second quarter and are expected to have aided continued engagement in the battle royale franchise in the to-be-reported quarter.
Operating expenses are expected to range between approximately $1.215 billion and $1.235 billion, with year-over-year growth largely driven by marketing related to upcoming launches, notably Battlefield 6. The elevated marketing spend reflected the company's strategic emphasis on building anticipation for the highly anticipated shooter franchise.
Management highlighted that College Football 26 was delivering strong competitive cohort retention and deeper engagement in Ultimate Team versus prior year life-to-date, suggesting healthy live services performance despite the normalized full game sales curve.
The combination of three major sports title launches within the quarter, coupled with live services momentum across multiple franchises, positioned the company's diverse portfolio to navigate the challenging year-over-year comparisons while maintaining engagement across its player base.
What Our Model Says
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’s not the case.
EA currently has an Earnings ESP of -8.84% and carries a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to Consider
Here are some stocks in the Zacks worth considering, as our model shows that these have the right combination of elements to beat on earnings this season.
Meta Platforms META has an Earnings ESP of +8.48% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Meta Platforms is slated to report third-quarter 2025 results on Oct. 29. The Zacks Consensus Estimate for META’s third-quarter 2025 earnings is pegged at $6.59 per share, up by a cent over the past seven days, indicating a rise of 9.3% from the year-ago quarter’s reported figure.
Reddit Inc. RDDT has an Earnings ESP of +20.17% and sports a Zacks Rank #1 at present.
It is set to report third-quarter 2025 results on Oct. 30. The Zacks Consensus Estimate for RDDT’s third-quarter earnings is pegged at 52 cents per share, unchanged over the past 30 days, indicating an increase of 225% from the year-ago quarter’s reported figure.
Intel INTC has an Earnings ESP of +116.7% and a Zacks Rank #3 at present.
Intel is set to report third-quarter fiscal 2025 results on Oct. 23. The Zacks Consensus Estimate for INTC’s third-quarter fiscal 2025 earnings has remained unchanged at breakeven over the past 30 days, indicating a rise of 100% from the year-ago quarter’s reported figure.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
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
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Electronic Arts to Report Q2 Earnings: What's in the Cards?

Booking Holdings Inc. BKNG is scheduled to report its third-quarter 2025 results on Oct. 28.
For the third quarter, the Zacks Consensus Estimate for revenues is pegged at $8.71 billion, suggesting growth of 9.01% from the year-ago quarter’s reported figure.
The consensus mark for earnings is pegged at $95.97 per share, indicating growth of 14.4% from the year-ago quarter’s reported number. The consensus mark has increased 0.3% in the past 30 days.
The company’s earnings beat estimates in each of the trailing four quarters, the average being 19.22%.
Let’s see how things have shaped up for the upcoming announcement.
Booking Holdings Inc. Price and EPS Surprise
Key Factors to Note for BKNG
Booking Holdings entered the third quarter of 2025 facing tougher year-over-year comparisons, particularly in August and September, while management acknowledged steady travel demand trends through July. The company guided third-quarter room night growth to 3.5% to 5.5%, suggesting a deceleration from the 8% growth achieved in the second quarter.
Management indicated that gross bookings were expected to grow 8% to 10% in the third quarter, with approximately two percentage points of the increase driven by stronger flight ticket demand. This growth in the flights vertical is likely to have benefited from two significant partnerships announced during the period. In late August, the company announced a landmark partnership agreement with Ryanair, allowing customers across Booking.com, KAYAK, Priceline, and Agoda to access Ryanair flights across the airline's network of more than 235 destinations with full price transparency.
Revenue growth guidance for the third quarter is pinned at 7% to 9%, lower than gross bookings growth due to a higher mix of flight bookings and increased merchandising contra-revenues. The company expected constant currency accommodation average daily rates to decline slightly year over year, impacted by regional mix shifts.
From a profitability perspective, management projected third-quarter adjusted EBITDA between $3.9 billion and $4 billion, representing 9% growth at the high end, with margins expected to remain similar to the prior year. Marketing leverage was anticipated to be offset by the timing of merchandising spend and increased sales and other expenses, some of which related to payment costs.
Regionally, Asia maintained strong momentum as the company's fastest-growing market, while the United States continued as the slowest-growing region, with consumers showing shorter booking windows and length of stay. Management also noted an approximately 1% impact on global growth in June from geopolitical events in the Middle East.
Strategic initiatives are expected to drive results, including continued expansion of alternative accommodations, growth in the Genius loyalty program, advancement of the Connected Trip vision with transactions growing over 30% year over year in the second quarter, and accelerated deployment of artificial intelligence capabilities. The company's Transformation Program was anticipated to deliver approximately $45 million in quarterly savings.
Foreign exchange headwinds moderated, with management estimating that changes in FX would have positively impacted third-quarter reported growth rates by approximately four percentage points. Overall, the quarter is likely to have reflected the company's ability to navigate tougher comparisons while investing in long-term growth drivers amid an uncertain macroeconomic and geopolitical environment.
What Our Model Says for BKNG Stock
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.
Booking Holdings currently has an Earnings ESP of +1.86% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks to Consider
Here are some other stocks in the Zacks worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this season.
Meta Platforms META has an Earnings ESP of +8.48% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Meta Platforms is slated to report third-quarter 2025 results on Oct. 29. The Zacks Consensus Estimate for META’s third-quarter 2025 earnings is pegged at $6.59 per share, up by a cent over the past seven days, indicating a rise of 9.3% from the year-ago quarter’s reported figure.
Reddit Inc. RDDT has an Earnings ESP of +20.17% and sports a Zacks Rank #1 at present.
It is set to report third-quarter 2025 results on Oct. 30. The Zacks Consensus Estimate for RDDT’s third-quarter earnings is pegged at 52 cents per share, unchanged over the past 30 days, indicating an increase of 225% from the year-ago quarter’s reported figure.
Intel INTC has an Earnings ESP of +116.7% and a Zacks Rank #3 at present.
Intel is set to report third-quarter fiscal 2025 results on Oct. 23. The Zacks Consensus Estimate for INTC’s third-quarter fiscal 2025 earnings has remained unchanged at breakeven over the past 30 days, indicating a rise of 100% from the year-ago quarter’s reported figure.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
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
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Booking Holdings Set to Report Q3 Earnings: What's in Store?

Tyler Technologies, Inc. TYL is scheduled to report third-quarter 2025 results on Oct. 29, after market close.
The Zacks Consensus Estimate for third-quarter revenues is pegged at $597.76 million, implying a 9.5% increase from the year-ago quarter.
The consensus mark for earnings is pegged at $2.88 per share, indicating an increase of 9.5% from the year-ago quarter. The bottom-line estimate has remained unchanged over the past 60 days.
TYL’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 4.4%.
Tyler Technologies, Inc. Price and Consensus
Factors to Note Ahead of Tyler Technologies’ Q3 Results
Tyler Technologies’ third-quarter revenues are likely to have benefited from sustained demand for its subscription-based software-as-a-service (SaaS) offerings, as the public sector continues to modernize its technology infrastructure and migrate to scalable cloud platforms. Our estimate for the company’s third-quarter Subscription segment revenues is pegged at $402.8 million, indicating a year-over-year increase of 16%.
Nevertheless, the ongoing transition to SaaS is likely to have pressured TYL’s Software Licenses and Royalties segment revenues. Our estimate for the segment’s third-quarter revenues is pegged at $5.4 million, indicating a 12.1% year-over-year decline.
For Professional Services’ third-quarter revenues, our estimate is pinned at $65.7 million, indicating a year-over-year increase of 2%. Our estimate of $107.4 million for the Maintenance segment’s third-quarter revenues implies a year-over-year decrease of 7.1%.
Overall, our estimate for the company’s total Subscriptions, Professional Services, Licenses and Royalties segment, and Maintenance revenues, which include all four abovementioned segments, is pegged at $575.9 million. The figure indicates a year-over-year increase of 9.2%.
While broader macro and funding uncertainties might have continued to cause some delays in procurement decisions, Tyler’s diversified client base and resilient public sector demand are likely to have supported steady sales activity in the quarter, aiding the company’s top line in the quarter under review.
The ongoing shift toward a growing mix of SaaS and transaction-based revenues is expected to have supported margin expansion in the to-be-reported quarter.
Earnings Whispers for Tyler Technologies
Our proven model does not conclusively predict an earnings beat for Tyler Technologies 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.
Currently, TYL has an Earnings ESP of 0.00% and carries a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
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.
Meta Platforms META has an Earnings ESP of +3.37% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Meta Platforms is slated to report third-quarter 2025 results on Oct. 29. The Zacks Consensus Estimate for META’s third-quarter 2025 earnings is pegged at $6.60 per share, up by 2 cents over the past seven days, indicating a rise of 9.5% from the year-ago quarter’s reported figure.
Reddit Inc. RDDT has an Earnings ESP of +20.17% and sports a Zacks Rank #1 at present.
It is set to report third-quarter 2025 results on Oct. 30. The Zacks Consensus Estimate for RDDT’s third-quarter earnings is pegged at 52 cents per share, unchanged over the past 60 days, indicating an increase of 225% from the year-ago quarter’s reported figure.
NXP Semiconductors NXPI has an Earnings ESP of +1.11% and carries a Zacks Rank #2 at present.
It is set to report third-quarter 2025 results on Oct. 27. The Zacks Consensus Estimate for NXPI’s third-quarter earnings is pegged at $3.11 per share, up by a cent over the past 30 days, indicating a decline of 9.9% from the year-ago quarter’s reported figure.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
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
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Reddit, Inc.

Sign up and unlock all the capabilities of the AI-screener