AI Earnings: 2 Key Reports to Watch
But concerning notable companies reporting in the coming weeks, Palantir PLTR and NVIDIA NVDA reflect highly consequential reports concerning the AI frenzy.
Both stocks have enjoyed stellar growth over recent periods thanks to the red-hot demand, with many expecting the upcoming releases to further confirm the bullish trend.
For those interested in the AI frenzy, let's take a closer look at what analysts are expecting for each.
Palantir Reports August 4th
Palantir's latest set of quarterly results continued to impress, with sales climbing 40% year-over-year alongside an upgrade to its current-year sales outlook. Massive growth has been driven by red-hot demand that's seemingly only continuing to grow.
As shown below, the company's sales growth has been outstanding over recent periods, a reflection of the red-hot demand PLTR has been enjoying.
Importantly, customer count grew nearly 40% year-over-year and 8% sequentially. Palantir also booked a record U.S. commercial total contract value throughout the period ($810 million), which grew a staggering 180% year-over-year.
Customer growth will be the key metric to watch for the release, one that PLTR has consistently positively shocked on over recent periods. Analysts have been silent concerning their EPS and sales revisions, with expectations unchanged over recent months.
The AI-favorite is expected to see 55% EPS growth on 38% higher sales.
NVIDIA Reports August 27th
Unrelenting demand for its Data Center products has provided NVIDIA with unprecedented growth over recent years. The AI favorite again came out with rock-solid results in its latest quarterly print, with Data Center sales of $39.1 billion climbing 73% from the $22.5 billion print in the same period last year.
Below is a chart illustrating NVIDIA's Data Center sales on a quarterly basis. While the results themselves will (unsurprisingly) be the focal point of the release, commentary surrounding upcoming periods and new product launches will be a key post-earnings factor concerning share movement.
EPS revisions for NVDA's print have remained stagnant over recent months, with the current $1.00 Zacks Consensus EPS estimate suggesting 47% year-over-year growth. The $48.5 billion expected in sales is up a marginal 0.9% over the same timeframe, reflecting sizable YoY growth of 52%.
Bottom Line
The 2025 Q2 earnings cycle continues to roll along, with this week's reporting docket notably stacked. And concerning the broader AI frenzy, reports from NVIDIA NVDA and Palantir PLTR will be key in getting a better gauge on the current AI landscape.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
NVIDIA Corporation (NVDA): Free Stock Analysis Report
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Globe and Mail
14 minutes ago
- Globe and Mail
agilon health, inc. Investigated for Securities Fraud Violations - Contact the DJS Law Group to Discuss Your Rights
The DJS Law Group announces that it is investigating claims on behalf of investors of agilon health, inc. ('Agilon' or 'the Company') (NYSE: AGL) for violations of the securities laws. INVESTIGATION DETAILS: The investigation focuses on whether the Company issued misleading statements and/or failed to disclose information pertinent to investors. Agilon announced on August 4, 2025, that President, CEO, and Board Director Steven Sell stepped down from his positions. The Company added, 'In a separate press release, the Company today also issued its second quarter 2025 earnings results. As part of that announcement, and in conjunction with this leadership transition, the Company is withdrawing its previous full year 2025 earnings guidance.' Based on this news, shares of Agilon fell more than 27% in after hours trading following the Company's release. If you are a shareholder who suffered a loss, contact us to participate. WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
Globe and Mail
2 hours ago
- Globe and Mail
SBAC Earnings Jump on Strong Sales
Key Points Revenue (GAAP) reached $698.98 million, surpassing the analyst estimate by 4.1% (GAAP), driven by robust domestic leasing and higher site development activity. Adjusted Funds From Operations (AFFO) per share was $3.17 (non-GAAP), though down 3.6% year over year due to higher interest expenses. Full-year 2025 guidance for revenue, AFFO (non-GAAP), and Adjusted EBITDA (non-GAAP) was raised on strong backlogs and the early Millicom site acquisition closing. These 10 stocks could mint the next wave of millionaires › SBA Communications (NASDAQ:SBAC), a leading owner and operator of wireless communications towers, announced results for the second quarter on August 4, 2025. GAAP revenue was $698.98 million, above the expected $671.15 million (GAAP) and up 5.8% year over year. Diluted earnings per share (GAAP) were $2.09, above the $2.13 consensus (Non-GAAP) EPS estimate, but net income jumped 41.5% year over year. Adjusted Funds From Operations (AFFO) per share came in at $3.17, though declining from the prior year. Management raised financial guidance for full year 2025 across all key metrics, reflecting strong domestic demand, accelerated site acquisitions, and favorable leasing trends. The quarter showed solid progress in several business lines, despite margin pressures and increased interest costs. Metric Q2 2025 Q2 2025 Estimate Q2 2024 Y/Y Change EPS – Diluted (GAAP) $2.09 $2.13 $1.51 38.5 % Revenue $698.98 million $671.15 million $660.48 million 5.8% Adjusted EBITDA $475.5 million $467.1 million 1.8% AFFO per Share $3.17 $3.29 (3.6 %) Tower Cash Flow $511.2 million $503.9 million 1.4 % Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report. Understanding SBA Communications and Its Business Model SBA Communications owns, operates, and leases wireless tower infrastructure to mobile carriers and other wireless service providers. Its primary business is renting antenna space on its towers, a model that delivers stable, recurring revenue. Site leasing generates most of its operating profit, while the company also provides site development services, such as construction and network upgrades, to wireless carriers. In recent years, SBA Communications has focused on three major areas: expanding its international tower footprint, maximizing tower capacity by increasing colocation (multiple tenants per tower), and securing long-term control of the land under its towers. The company also closely follows wireless technology trends, like the rollout of 5G networks, as these drive demand for more tower space and additional equipment installations. Quarter Highlights: Growth Drivers and Strategic Moves In Q2 2025, site leasing remained the core of SBA Communications' business, accounting for 97.4% of segment operating profit. Domestic site leasing revenue grew to $469.8 million, up 1.4% from a year ago. International site leasing revenue was $162.0 million, a slight decrease on a reported (GAAP) basis, but up 4.0% when adjusting for foreign currency movements. The tower cash flow margin, a key indicator of profitability for tower operations, held steady at 81.0% (non-GAAP). The services segment, which includes site development, saw rapid growth as revenue nearly doubled to $67.2 million. This surge reflects increased carrier investment in network upgrades and new infrastructure. However, these projects have lower margins compared with core site leasing -- the spike in services revenue contributed to an overall decline in company-wide Adjusted EBITDA margin compared to Q2 2024. The company accelerated the integration of more than 4,300 newly acquired sites from the Millicom deal several months ahead of schedule. This brought the total tower count up to 44,065 as of June 30, 2025. It also advanced plans to sell its Canadian tower assets, entering into an agreement on July 21, 2025 to sell all 369 towers and related operations in Canada, with the transaction expected to close in Q4 2025, expecting this divestiture to be immediately beneficial to AFFO per share after closing, as stated by management in the earnings release. These actions demonstrate a strategy of growing internationally while exiting less efficient markets to focus on higher-return regions. Capital allocation remained active, with 799,000 shares repurchased and $1.45 billion authorized for future buybacks. Quarterly dividends held steady at $1.11 per share. The company maintained a high level of debt, with a net debt to adjusted EBITDA ratio of 6.5x, and net cash interest expense rose 23.2% year over year from Q2 2024 to $111.5 million. Management emphasized that the balance sheet remains strong. Strategic Business Areas and Their Impact Site leasing continues to dominate company profits, supported by the recurring nature of tower rental agreements with wireless carriers. This stability is underpinned by long-term contracts. SBA Communications closely monitors lease churn and seeks to add new tenants through strategic marketing and infrastructure upgrades. International expansion is a core strategy. While most new towers come from acquisition -- as with the Millicom deal -- the company also constructs new sites in regions where wireless networks are maturing. Diversifying across 13 countries insulates SBA Communications from market-specific risks and taps into growing demand for wireless infrastructure in developing regions. Maximizing tower capacity is another focus. By increasing the average number of tenants per tower, SBA Communications boosts revenue from existing assets with limited additional cost. About 75% of new U.S. leasing activity in Q1 2025 derived from colocations, which generate higher incremental revenue than simple contract amendments. Often prompted by requirements to meet 5G coverage mandates. The company also invests in long-term land control through ownership and long-term leases. This provides operational security, cost predictability, and margin protection well into the future. About 72% of tower sites are on land with over 20 years of control remaining as of December 31, 2024, and the company reported ongoing spending to extend lease terms where possible. Looking Ahead: Guidance and Market Trends Management raised its full-year 2025 financial outlook, expecting total revenue (GAAP) to reach $2.78–2.83 billion, AFFO per share (non-GAAP) of $12.65–13.02, and adjusted EBITDA of $1.91–1.93 billion. These increases reflect strong current leasing backlogs, robust site development, early benefits from the Millicom site acquisition, and positive foreign currency effects. The Canadian asset sale, which is still pending, is not yet included in the outlook. But overall commentary remains constructive for continued growth in the U.S. Key risks highlighted this period include margin pressures, flat-to-slow international organic growth due to carrier churn in markets like Brazil, and persistently high debt levels that heighten interest expenses. Nonetheless, strong domestic leasing demand, expanding service backlogs, and high levels of tower colocation suggest ongoing near-term growth. SBA Communications does pay a dividend, and the current quarterly dividend remains at $1.11 per share. Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor's total average return is 1,019%* — a market-crushing outperformance compared to 178% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. See the stocks » *Stock Advisor returns as of August 4, 2025
Globe and Mail
2 hours ago
- Globe and Mail
CVRx (CVRX) Q2 Revenue Jumps 15%
Key Points Revenue (GAAP) rose 15% to $13.6 million, surpassing both company expectations and analyst estimates. Net loss narrowed on a per-share basis to $(0.57) (GAAP), primarily due to a higher share count despite a slight increase in overall losses. These 10 stocks could mint the next wave of millionaires › CVRx (NASDAQ:CVRX), a medical device innovator focused on heart failure therapy, released its second quarter 2025 earnings on August 4, 2025. The most important news was a Revenue (GAAP) increased to $13.6 million, up 15% year-over-year and above analyst expectations of $13.29 million (GAAP). The company also reported a net loss of $14.7 million, or $(0.57) per share (GAAP). While that loss widened slightly, the per-share figure (GAAP) improved due to an increased share count. The quarter reflected strong commercial progress for its Barostim neuromodulation device despite heavy investment in sales and marketing. Results slightly exceeded internal and external expectations, and management narrowed its revenue guidance to a range of $55.0 million to $57.0 million. Metric Q2 2025 Q2 2025 Estimate Q2 2024 Y/Y Change EPS (GAAP) $(0.57) $(0.52) $(0.65) 12.3% Revenue (GAAP) $13.6 million $13.29 million $11.8 million 15.1% Gross Profit $11.5 million N/A N/A Gross Margin 84% 84% 0% Net Loss $14.7 million $14.0 million -5.0% Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report. About CVRx and Its Core Business CVRx (NASDAQ:CVRX) specializes in developing implantable medical devices for treating heart failure. Its leading product, Barostim, is a neuromodulation device—meaning it delivers targeted electrical pulses to nerves in the carotid artery to improve function of the autonomic nervous system. This system regulates key bodily functions, including blood pressure and heart rate. Barostim is designed to treat patients with heart failure with reduced ejection fraction (HFrEF), providing an option that avoids direct implantation in the heart. The company's commercial priorities are building deep adoption in centers with strong heart failure programs and expanding reimbursement pathways to improve access. Solid clinical evidence and reliable regulatory support have been the company's main success factors, along with educating physicians and patients on Barostim's benefits. Quarter Highlights and Key Developments During the period, total revenue (GAAP) reached $13.6 million, outpacing both the company's guides and Wall Street expectations by over 2%. U.S. heart failure revenue remained the largest contributor, climbing to $12.1 million, with units up to 387 from 339 in the prior year. U.S. sales overall were $12.2 million, also up 15% (GAAP). Across the Atlantic, European revenue grew 19% to $1.3 million (GAAP), but the number of European implant units declined from 63 to 61, signaling some softness in procedural volume despite improved pricing or product mix. Active implanting centers in the U.S. grew to 240, reflecting 13 new centers added in the U.S. during the quarter. U.S. sales territories also grew to 47, up from 45, while European territories held steady at five. U.S. revenue accounted for approximately 89.8% of total sales (GAAP), indicating the company's primary growth engine remains domestic. The company attributes revenue gains to both new account additions and greater utilization per center, while the slightly lower European volumes point to variability in adoption across geographies. Gross profit (GAAP) grew 16% from the prior year, maintaining a gross margin of 84%. On the expense side, research and development (R&D) spending declined 11% to $2.5 million, reflecting lower compensation as resources shifted toward commercial growth. Selling, general, and administrative (SG&A) costs (GAAP) increased 11% to $23.4 million, driven mainly by higher employee compensation, travel, and non-cash stock-based grants, with some relief from lower advertising costs. The higher SG&A, while outpaced by revenue growth, resulted in operating and net losses that remain substantial—operating loss (GAAP) at $14.4 million and net loss (GAAP) at $14.7 million. Multiple reimbursement milestones provided stability for Barostim's future. The Centers for Medicare & Medicaid Services (CMS) proposed to retain Barostim as a covered outpatient procedure at the $45,000 payment level, removing some uncertainty for hospitals and ensuring continued access. In addition, CMS proposed favorable physician payment levels of about $550 for new procedure coding effective in 2026. On the clinical front, highlighted real-world data presented at major cardiology conferences showed large reductions in heart failure hospital visits—down 85% for heart failure, 84% for cardiovascular causes, and 86% for all causes—after Barostim implantation, based on comparisons of hospital visits for 306 Barostim patients in the 12 months prior to implant and an average of almost two years post-implant. These real-world results have been well received by physicians and payers, which it views as an important driver of payer support and future uptake. Furthermore, the company is preparing a large pragmatic randomized controlled trial (RCT), potentially enrolling up to 2,000 patients, to further establish Barostim's efficacy, as discussed in recent management commentary. Although the timing and costs of that effort depend on regulatory approval and payer support, management sees it as a long-term enabler of broader use. The company finished the quarter with $95.0 million in cash and cash equivalents, down from $105.9 million at year end 2024. Net cash used for operations and investing was $8.0 million, showing some improvement from $10.2 million a year ago, but still indicating ongoing cash burn. Long-term debt remained steady at $49.4 million. Looking Ahead: Guidance and Watch Items For fiscal 2025, management narrowed its revenue guidance to $55.0–$57.0 million, tightening the prior range and signaling increased confidence from better visibility into commercial results. The company expects gross margin to remain high at 83–84%. Operating expenses are now projected at $96.0–$98.0 million, a slight increase at the midpoint, reflecting ongoing investments in sales and account growth. Revenue is expected in the range of $13.7–$14.7 million for the next quarter, suggesting continued double-digit revenue growth ahead, as evidenced by a 15% year-over-year increase. Areas to watch in the coming quarters include progress in adding new implanting centers, the effectiveness and productivity of the enlarged sales force, and movement toward scaling revenues faster than expenses. Investors will also monitor any shift in European procedure volumes, cash usage trends, and the company's progress on the planned large RCT, as this trial could both validate Barostim's utility and expand the addressable market if successful. CVRX does not currently pay a dividend. Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor's total average return is 1,019%* — a market-crushing outperformance compared to 178% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. See the stocks » *Stock Advisor returns as of August 4, 2025
