HMS Holdings (Nasdaq: HMSY) is expected to report Q4 earnings on Feb. 22. Here's what Wall Street wants to see:

The 10-second takeaway
 Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict HMS Holdings's revenues will grow 35.0% and EPS will increase 44.4%.

The average estimate for revenue is $134.6 million. On the bottom line, the average EPS estimate is $0.26.

Revenue details
 Last quarter, HMS Holdings logged revenue of $113.2 million. GAAP reported sales were 23% higher than the prior-year quarter's $92.4 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
 Last quarter, non-GAAP EPS came in at $0.20. GAAP EPS of $0.12 for Q3 were 29% lower than the prior-year quarter's $0.17 per share.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Recent performance
 For the preceding quarter, gross margin was 44.7%, 370 basis points worse than the prior-year quarter. Operating margin was 16.3%, 980 basis points worse than the prior-year quarter. Net margin was 9.3%, 630 basis points worse than the prior-year quarter.

Looking ahead

The full year's average estimate for revenue is $475.2 million. The average EPS estimate is $0.84.

Investor sentiment
 The stock has a four-star rating (out of five) at Motley Fool CAPS, with 278 members out of 294 rating the stock outperform, and 16 members rating it underperform. Among 65 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 63 give HMS Holdings a green thumbs-up, and two give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on HMS Holdings is outperform, with an average price target of $35.88.

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