Oracle and Adobe are part of Zacks Earnings Preview

For Immediate ReleaseChicago, IL – September 8, 2025 – Zacks.com releases the list of companies likely to issue earnings surprises. This week’s list includes Oracle ORCL and Adobe ADBE.Previewing Q3 Earnings: What Can Investors Expect?The expectation is for Q3 earnings to increase by +5.1% from the same period last year on +6% higher revenues. This would follow earnings growth rates of +12.4% and +12.3% in 2025 Q2 and Q1, respectively.In the unlikely event that actual Q3 earnings growth for the S&P 500 index turns out to be +5.1% as currently expected, this will be the lowest earnings growth pace for the index since the +4.4% growth rate in 2023 Q3.We have been regularly flagging in recent weeks that the estimate revisions trend has been positive since late April, after remaining under pressure in the preceding months.Since the start of July, Q3 earnings estimates have increased for 5 of the 16 Zacks sectors, which include the Tech, Finance, and Energy sectors.While Q3 estimates for the remaining 11 sectors have been under pressure, the favorable revisions trend for the Tech and Finance sectors is more than enough to offset their effect on the aggregate trends at the index level, as these two sectors alone account for more than 50% of the index's total earnings.On the negative side, estimates for 11 of the 16 Zacks sectors have been under pressure since the start of the quarter, with notable declines for the Medical, Transportation, Basic Materials, Consumer Staples, and other sectors.The Tech sector, which has been a standout growth driver in recent quarters, is expected to continue playing that role in 2025 Q3 as well, with total earnings for the sector expected to be up +11.9% on +12.4% higher revenues. Had it not been for the substantial growth contribution from the Tech sector, total S&P 500 earnings growth for Q3 would be only +2% (instead of +5.1% otherwise).As noted earlier, Q3 estimates for the Tech sector have been trending higher since the quarter got underway.We will see if this week's results from Oracle and Adobe will confirm these Tech sector expectations.The Earnings Big PictureIn terms of S&P 500 index 'EPS', these growth rates approximate to $258.50 for 2025 and $290.59 for 2026.Key Earnings Reports This WeekThe Q3 earnings season will really get going when the big banks come out with their September-quarter results in about a month's time. But we will have officially counted almost two dozen quarterly reports from S&P 500 members by then. All of those reports will be from companies with fiscal quarters ending in August, which we and other research organizations count as part of the September-quarter tally.This week's earnings releases from Oracle and Adobe will be for those Tech companies' fiscal quarters ending in August. As such, we will be looking at these reports as the early Q3 earnings releases.Oracle may not be on track to join the Mag 7 group, but the market has been happy to credit the company for its AI strategy. Adobe, on the other hand, is seen as a victim of the coming AI boom, with many in the market worried that artificial intelligence will dilute the company's leadership in its software niche. Trends in estimate revisions reflect some of these views about each stock.For a detailed view of the evolving earnings picture, please check out our weekly Earnings Trends report here >>>>Looking Ahead to the Q3 Earnings SeasonFree: Instant Access to Zacks' Market-Crushing StrategiesSince 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 >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comZacks.com provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. 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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/performancefor information about the performance numbers displayed in this press release.Zacks Names #1 Semiconductor StockThis 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 Oracle Corporation (ORCL): Free Stock Analysis Report Adobe Inc. (ADBE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks