Gibraltar Q2 Earnings & Sales Lag Estimates, Both Rise Y/Y, Stock Down — Negative
ROCK Zacks Investment Research — August 07, 2025ROCK's Q2 EPS rises 11% but misses estimates, while strong M&A and infrastructure gains drive 13% revenue growth.

BCP Announces Sale of Stake in Brown & Root Industrial Services — Neutral
KBR PRNewsWire — August 07, 2025BATON ROUGE, La. , Aug. 7, 2025 /PRNewswire/ -- BCP, a services and infrastructure-focused private equity management firm, today announced that it has agreed to sell its stake in Brown & Root Industrial Services (the "Company"), a provider of non-discretionary, specialty industrial services.

California jury rules Meta violated privacy law in case involving period-tracking app — Negative
META CNBC — August 07, 2025A California jury ruled against Meta in a privacy-related lawsuit involving the alleged collection of sensitive data from Flo, a period-tracking app. The jury ruled that the plaintiffs proved that Meta violated the California Invasion of Privacy Act, according to a verdict form filed Friday in the U.S. District Court for Northern District of California.

Leerink's Risinger on Eli Lilly downgrade: Triggered by disappointing obesity pill results — Negative
LLY CNBC Television — August 07, 2025David Risinger, Leerink Partners senior research analyst, joins 'Power Lunch' to discuss how competitive Eli Lilly's business is, what to expect by the end of the decade and much more.

Gladstone Capital: Premium Valuation Isn't Justified By Q3 Earnings — Negative
GLAD Seeking Alpha — August 07, 2025I maintain a Hold rating on GLAD due to underwhelming earnings, declining NAV, and weak dividend coverage despite its attractive yield. GLAD trades at a significant premium to NAV, which I find unjustified given flat earnings, limited new investments, and modest portfolio growth. Dividend coverage is thin, with net investment income barely supporting distributions, making the payout vulnerable to negative portfolio shifts or lower rates.

British American Tobacco's share price continues to rise, with support from its recent interim results. There could be even further upside ahead. H1 2025 results met expectations, with new categories showing increasing revenue and profit contributions, setting up for stronger H2 performance. Despite a slight downward revision in net income estimates, BTI's forward P/E remains attractive versus the consumer staples sector and peers.

How options trading in Palantir, Uber and Fortinet offers clues to the stocks' postearnings moves — Neutral
FTNT PLTR UBER Market Watch — August 07, 2025Key market indicators currently point to more upside for the S&P 500.

Exact Sciences Dip A Chance To Buy As Freenome Deal Fortifies Future: Analyst — Positive
EXAS Benzinga — August 07, 2025Exact Sciences Corp. EXAS on Thursday reported a second-quarter 2025 EPS loss of 1 cent, up from a 9-cent loss a year ago, beating the analyst consensus loss estimate of 19 cents.

I reiterate my Strong Buy rating on CME Group Inc. with a fair value of $319, driven by robust demand for risk hedging and record revenues. CME's ADV hit 21.9 million contracts in July, fueled by tariff uncertainties and volatile commodity prices, supporting sustained volume growth. Strategic expansion into the retail trading market is attracting new traders and diversifying revenue streams, enhancing long-term growth prospects.

Stoneridge, Inc. (SRI) Q2 2025 Earnings Call Transcript — Neutral
SRI Seeking Alpha — August 07, 2025Stoneridge, Inc. (NYSE:SRI ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants James Zizelman - President, CEO & Director Kelly K. Harvey - Director of Investor Relations Matthew R.

Deadline Alert: Reddit, Inc. (RDDT) Investors Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit — Neutral
RDDT GlobeNewsWire — August 07, 2025LOS ANGELES, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming August 18, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Reddit, Inc. (“Reddit” or the “Company”) (NYSE: RDDT) securities between October 29, 2024 and May 20, 2025, inclusive (the “Class Period”).

Why Fortinet's stock could see its worst drop on record — Negative
FTNT Market Watch — August 07, 2025The cybersecurity company just shared that it's 40% to 50% done with an upgrade cycle for firewalls — but some analysts think that limits future opportunities.

Emerson Electric: High Risk To Growth (Rating Downgrade) — Negative
EMR Seeking Alpha — August 07, 2025I am downgrading Emerson Electric Co. to Sell due to its high valuation and signs of slowing growth. Recent fiscal Q3 results missed expectations, with guidance for Q4 indicating further deceleration in sales and earnings. Uncertainty from tariff policies is creating supply chain challenges and risks to future growth and margins.

Brilliant Earth Group, Inc. (BRLT) Q2 2025 Earnings Call Transcript — Neutral
BRLT Seeking Alpha — August 07, 2025Brilliant Earth Group, Inc. (NASDAQ:BRLT ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Beth Tanara Gerstein - CEO & Director Chuenhong Kuo - Chief Financial Officer Colin Bourland - Vice President of Strategy, Business Development, & Investor Relations Conference Call Participants Christopher Brazeau - KeyBanc Capital Markets Inc., Research Division Operator Good day, and thank you for standing by. Welcome to the Brilliant Earth Second Quarter 2025 Earnings Call.

Kimberly-Clark: Portfolio Realignment Supports Upside Case — Positive
KMB Seeking Alpha — August 07, 2025Kimberly-Clark is emerging from a challenging period with improving revenue, rising margins, and a 4% dividend yield, yet remains undervalued by the market. Strategic restructuring, including divesting low-margin businesses and focusing on core personal care, is driving higher quality growth and operational efficiency. Valuation metrics and DCF analysis indicate a 9-14% upside, supporting my Buy rating with a $142 target price and confidence in earnings recovery.

BGSF, Inc. (NYSE:BGSF ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants Keith R. Schroeder - Interim Co-CEO, CFO & Secretary Kelly Brown - Interim Co-Chief Executive Officer Conference Call Participants George Melas-Kyriazi - MKH Management Company, LLC Howard Allen Halpern - Taglich Brothers, Inc., Research Division William Joseph Dezellem - Tieton Capital Management, LLC Sandra J.

BHP, Vale offer $1.4 billion settlement in UK lawsuit over Brazil dam disaster, FT reports — Negative
BHP VALE Reuters — August 07, 2025Global miners BHP Group and Vale have offered around $1.4 billion to settle a class action lawsuit in the United Kingdom tied to one of Brazil's worst-ever environmental disasters, the Financial Times reported on Thursday.

AIG Q2 Earnings Beat on Higher North America Commercial Premiums — Positive
AIG Zacks Investment Research — August 07, 2025American International posts a 56% year-over-year jump in Q2 earnings, driven by higher North America Commercial and International Commercial premiums, strong investment income and lower expenses.

Merge Of Union Pacific & Norfolk Southern Signals Better Days For Rail — Positive
NSC UNP Forbes — August 07, 2025Money is ruthless. The genius of compound returns vivifies the previous truth.

Eli Lilly Shares Plummet 14% Toward Worst Day In 25 Years—Here's Why It's Down — Negative
LLY Forbes — August 07, 2025Eli Lilly CEO David Ricks told CNBC the company was “not disappointed with these results,” which he noted were “right on thesis for us” despite falling “one or two points below what [Wall Street] had.” Orforglipron's average weight loss was “in the range” of what consumers would want to achieve, Ricks said.
