Motley Fool Money Reckless Earnings Predictions: ZM, BBY, DE
6 snips
Nov 24, 2025 
David Meier, a savvy stock commentator, and Rick Munarriz, a veteran market analyst, dive into reckless earnings predictions for Zoom, Best Buy, and Deere & Co. They explore growth drivers, with Rick suggesting Zoom could beat and raise estimates, while David aligns on a modest beat. Best Buy sees conflicting calls, and both experts foresee a miss for Deere, citing weak demand. In a game of Faker or Breaker, they scrutinize turnaround stocks, deeming C3.ai, The Honest Company, and Yelp as fakers due to lackluster momentum and competitive pressures.
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Trust Repeated Small Beats Over One-Off Surprises
- Expect companies with a history of beating guidance to continue slight outperformance rather than dramatic surprises.
- Use operational efficiency improvements as a signal for sustainable upside rather than one-off product wins.
Zoom's Modest Comeback Is Real
- Zoom has returned to modest single-digit revenue growth and consistently nudges past guidance each quarter.
- Rick Munarriz and David Meier expect operational improvements or modest platform traction to drive a beat or beat-and-raise.
Best Buy Hangs On Foot Traffic And Comps
- Best Buy faces soft demand in appliances and big-ticket items while comps and foot traffic will determine results.
- David Meier sees management sandbagging targets, while Rick Munarriz warns macro and product cycles could produce a miss.
