Earnings Outlook for Aug 14, 2025: AMAT, NU, BAP, QFIN, GLOB, QUBT, TMC, CELC, NNE, EVLV, BTBT, GAMB

Here is a summary of the article in 30-90 words: Companies reporting earnings after hours on 8/14/2025 include Applied Materials (AMAT), Nu Holdings (NU), Credicorp (BAP), Qfin Holdings (QFIN), Globant (GLOB), Quantum Computing (QUBT), TMC (TMC), Celonis International (CELC), Nortech Systems (NNE), Elanco Animal Health (ELV), Bitfarms Ltd. (BTBT), and GameOn Entertainment Technologies (GAMB). AMAT is expected to beat expectations for the 11th quarter in a row, while NU and QFIN are expected to meet or beat expectations for the quarter.

Investors are eagerly awaiting the after-hours earnings reports for several companies set to release their Q2 2025 results on August 14, 2025. Among the notable entities are Applied Materials (AMAT), Nu Holdings (NU), Credicorp (BAP), Qfin Holdings (QFIN), Globant (GLOB), Quantum Computing (QUBT), TMC (TMC), Celonis International (CELC), Nortech Systems (NNE), Elanco Animal Health (ELV), Bitfarms Ltd. (BTBT), and GameOn Entertainment Technologies (GAMB). These companies are expected to provide significant insights into their financial health and performance.

Applied Materials (AMAT) is anticipated to report its Q3 earnings on July 2, 2025. Analysts predict a per-share earnings of $2.34, representing a year-over-year (YoY) increase of 10.4% [1]. Revenue projections stand at $7.2 billion, a 6.2% YoY growth. However, there has been a downward revision of 0.5% in the consensus earnings per share (EPS) estimate over the past 30 days, indicating analysts' reappraisal of initial projections [1].

Nu Holdings (NU) is set to release Q2 earnings on August 14, with analysts forecasting EPS of $0.14 and revenue of $3.67 billion. The EPS forecasts have been adjusted higher twice, while revenue expectations have been revised upwards three times, indicating increasing optimism among analysts [1]. The one-year price target is $14.14, suggesting an average target of a 14.29% upside from the current stock price of $12.37. The consensus recommendation is 2.5, categorizing the stock as "Outperform." The projected GF Value of $29.18 indicates a 135.89% upside potential [2].

Credicorp (BAP) provided an update regarding its tax dispute with the Peruvian Tax Authority (SUNAT) on June 30, 2025. The Company announced that the total amount of the Tax Assessment Resolutions and Fine Resolutions issued by SUNAT on June 27, 2025, totaling approximately S/1.6 billion soles, has been cancelled. This update does not alter the Company's position regarding the merits of the case and resolves any potential misperception of outstanding obligations to the Peruvian State [3].

References:
[1] https://www.ainvest.com/news/applied-materials-q3-earnings-analysts-predict-10-4-eps-growth-6-2-revenue-increase-2508/
[2] https://www.ainvest.com/news/nu-holdings-set-release-q2-earnings-analysts-predict-eps-0-14-revenue-3-67-billion-2508/
[3] https://www.marketscreener.com/news/credicorp-ltd-updates-on-tax-dispute-with-superintendencia-nacional-de-aduanas-y-de-administraci-n-ce7c51d9da8ef521