Gibraltar Q2 Earnings & Sales Lag Estimates, Both Rise Y/Y, Stock Down — Negative

ROCK   Zacks Investment Research — August 07, 2025

ROCK's Q2 EPS rises 11% but misses estimates, while strong M&A and infrastructure gains drive 13% revenue growth.

image for news Gibraltar Q2 Earnings & Sales Lag Estimates, Both Rise Y/Y, Stock Down

BCP Announces Sale of Stake in Brown & Root Industrial Services — Neutral

KBR   PRNewsWire — August 07, 2025

BATON 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.

image for news BCP Announces Sale of Stake in Brown & Root Industrial Services

A 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.

image for news California jury rules Meta violated privacy law in case involving period-tracking app

David 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.

image for news Leerink's Risinger on Eli Lilly downgrade: Triggered by disappointing obesity pill results

Gladstone Capital: Premium Valuation Isn't Justified By Q3 Earnings — Negative

GLAD   Seeking Alpha — August 07, 2025

I 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.

image for news Gladstone Capital: Premium Valuation Isn't Justified By Q3 Earnings

British American Tobacco: A Case For Further Upside — Positive

BTI   Seeking Alpha — August 07, 2025

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.

image for news British American Tobacco: A Case For Further Upside

Key market indicators currently point to more upside for the S&P 500.

image for news How options trading in Palantir, Uber and Fortinet offers clues to the stocks' postearnings moves

Exact 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.

image for news Exact Sciences Dip A Chance To Buy As Freenome Deal Fortifies Future: Analyst

CME Group Q2: Elevated Average Daily Volume In July — Positive

CME   Seeking Alpha — August 07, 2025

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.

image for news CME Group Q2: Elevated Average Daily Volume In July

Stoneridge, Inc. (SRI) Q2 2025 Earnings Call Transcript — Neutral

SRI   Seeking Alpha — August 07, 2025

Stoneridge, 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.

image for news Stoneridge, Inc. (SRI) Q2 2025 Earnings Call Transcript

LOS 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”).

image for news Deadline Alert: Reddit, Inc. (RDDT) Investors Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit

Why Fortinet's stock could see its worst drop on record — Negative

FTNT   Market Watch — August 07, 2025

The 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.

image for news Why Fortinet's stock could see its worst drop on record

Emerson Electric: High Risk To Growth (Rating Downgrade) — Negative

EMR   Seeking Alpha — August 07, 2025

I 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.

image for news Emerson Electric: High Risk To Growth (Rating Downgrade)

Brilliant Earth Group, Inc. (BRLT) Q2 2025 Earnings Call Transcript — Neutral

BRLT   Seeking Alpha — August 07, 2025

Brilliant 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.

image for news Brilliant Earth Group, Inc. (BRLT) Q2 2025 Earnings Call Transcript

Kimberly-Clark: Portfolio Realignment Supports Upside Case — Positive

KMB   Seeking Alpha — August 07, 2025

Kimberly-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.

image for news Kimberly-Clark: Portfolio Realignment Supports Upside Case

BGSF, Inc. (BGSF) Q2 2025 Earnings Call Transcript — Neutral

BGSF   Seeking Alpha — August 07, 2025

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.

image for news BGSF, Inc. (BGSF) Q2 2025 Earnings Call Transcript

Global 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.

image for news BHP, Vale offer $1.4 billion settlement in UK lawsuit over Brazil dam disaster, FT reports

AIG Q2 Earnings Beat on Higher North America Commercial Premiums — Positive

AIG   Zacks Investment Research — August 07, 2025

American 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.

image for news AIG Q2 Earnings Beat on Higher North America Commercial Premiums

Money is ruthless. The genius of compound returns vivifies the previous truth.

image for news Merge Of Union Pacific & Norfolk Southern Signals Better Days For Rail

Eli 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.

image for news Eli Lilly Shares Plummet 14% Toward Worst Day In 25 Years—Here's Why It's Down