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These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar

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Quarterly financial reports play a vital role on Wall Street, as they help investors see how a company has performed and what might be coming down the road in the near-term. And out of all of the metrics and results to consider, earnings is one of the most important.

The earnings figure itself is key, of course, but a beat or miss on the bottom line can sometimes be just as, if not more, important. Therefore, investors should consider paying close attention to these earnings surprises, as a big beat can help a stock climb and vice versa.

The ability to identify stocks that are likely to top quarterly earnings expectations can be profitable, but it's no simple task. Here at Zacks, our Earnings ESP filter helps make things easier.

The Zacks Earnings ESP, Explained

The Zacks Earnings ESP is more formally known as the Expected Surprise Prediction, and it aims to grab the inside track on the latest analyst estimate revisions ahead of a company's report. The idea is relatively intuitive as a newer projection might be based on more complete information.

With this in mind, the Expected Surprise Prediction compares the Most Accurate Estimate (being the most recent) against the overall Zacks Consensus Estimate. The percentage difference provides the ESP figure. The system also utilizes our core Zacks Rank to provide a stronger system for identifying stocks that might beat their next quarterly earnings estimate and possibly see the stock price climb.

In fact, when we combined a Zacks Rank #3 (Hold) or better and a positive Earnings ESP, stocks produced a positive surprise 70% of the time. Perhaps most importantly, using these parameters has helped produce 28.3% annual returns on average, according to our 10 year backtest.

Most stocks, about 60%, fall into the #3 (Hold) category, and they are expected to perform in-line with the broader market. Stocks with a #2 (Buy) and #1 (Strong Buy) rating, or the top 15% and top 5% of stocks, respectively, should outperform the market, with Strong Buy stocks outperforming more than any other rank.

Should You Consider Shopify?

The final step today is to look at a stock that meets our ESP qualifications. Shopify (SHOP - Free Report) earns a #3 (Hold) 30 days from its next quarterly earnings release on August 7, 2024, and its Most Accurate Estimate comes in at $0.23 a share.

Shopify's Earnings ESP sits at +11.72%, which, as explained above, is calculated by taking the percentage difference between the $0.23 Most Accurate Estimate and the Zacks Consensus Estimate of $0.21. SHOP is also part of a large group of stocks that boast a positive ESP. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

SHOP is one of just a large database of Computer and Technology stocks with positive ESPs. Another solid-looking stock is Carrier Global (CARR - Free Report) .

Carrier Global, which is readying to report earnings on July 25, 2024, sits at a Zacks Rank #3 (Hold) right now. It's Most Accurate Estimate is currently $0.85 a share, and CARR is 17 days out from its next earnings report.

The Zacks Consensus Estimate for Carrier Global is $0.85, and when you take the percentage difference between that number and its Most Accurate Estimate, you get the Earnings ESP figure of +0.19%.

SHOP and CARR's positive ESP metrics may signal that a positive earnings surprise for both stocks is on the horizon.

Find Stocks to Buy or Sell Before They're Reported

Use the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Shopify Inc. (SHOP) - free report >>

Carrier Global Corporation (CARR) - free report >>

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