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Will Fitbit's (FIT) Q3 Earnings Benefit from New Products?

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Fitbit Inc.  is set to report third-quarter 2017 results on Nov 1. Last quarter, the company delivered a positive earnings surprise of 46.7%.

Notably, Fitbit's results surpassed the Zacks Consensus Estimate in three out of the four quarters. It has an average four-quarter positive surprise of 11.7%.

The company's shares have lost 17.2% year to date, underperforming the industry’s gain of 17.9%.

Let us see how things are shaping up for this announcement.

Fitbit Ionic & Others to Drive 3Q Revenues

The company has been introducing new products to increase its revenue base. In late August, Fitbit introduced its first smartwatch, Ionic, a powerful, health-centric wearable. Ionic is a cheaper option to the Apple (AAPL - Free Report) Watch Series 3. We believe this new product, which focuses on health and wellness, should help the company to drive revenues in the upcoming third quarter.

For the third quarter of 2017, Fitbit expects revenues to remain in the range of $380-$400 million. The Zacks Consensus Estimate is pegged at $390.9 million.

Increasing Competition from Apple and Others

Despite the wide range of devices Fitbit provides at different price points, it faces competition in both its high and low-end products. At the high end, there is Apple’s multi-functional Apple Watch. Also, other big manufacturers are developing connected devices on Alphabet-owned Google's Android operating system. At the lower end, there are fitness-tracking devices from competitors such as Jawbone and Garmin, which also give it strong competition.

Other Growth Initiatives

However, Fitbit is taking initiatives that are expected to pull the company out from slow growth. These steps include offering a streamlined set of products, improving software and services to offer more personalization to customers and achieving greater integration into the healthcare ecosystem.

What Our Model Says

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or #3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. Sell-rated stocks (Zacks Rank #4 or #5) are best avoided.

Fitbit has a Zacks Rank #2 and an Earnings ESP of +3.23% which indicates a likely positive surprise. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Fitbit, Inc. Price and EPS Surprise

 

Fitbit, Inc. Price and EPS Surprise | Fitbit, Inc. Quote

Stocks to Consider

Here are a few stocks you may want to consider, as our model shows that they have the right combination of elements to post an earnings beat this quarter.

Texas Instruments Inc. (TXN - Free Report) , with an Earnings ESP of +0.07% and Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Extreme Networks, Inc. (EXTR - Free Report) , with an Earnings ESP of +9.75% and a Zacks Rank #3.

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