Qualcomm's Q2 FY 2025 revenue rose 15% YoY to $10.8B, driven by 59% auto and 27% IoT growth. Free cash flow hit $6.65B in H1 FY 2025, with 100% returned to shareholders via $1.7B buybacks and $938M dividends. Gross margin declined to 55% from 56% YoY, as QCT product mix shifted toward lower-margin SKUs despite ASP increases.

Barry Bannister, Stifel chief equity strategist, joins CNBC's 'Squawk on the Street' to discuss market outlooks, whether megacap techs are still a defensive play, and more.

Arbe Robotics Ltd. (NASDAQ:ARBE ) Q1 2025 Earnings Conference Call May 20, 2025 8:30 AM ET Company Participants Miri Segal - IR Kobi Marenko - Co-Founder & CEO Karine Pinto-Flomenboim - CFO Conference Call Participants George Gianarikas - Canaccord Genuity Suji Desilva - ROTH Capital Matthew Galinko - Maxim Group Operator Good day, and welcome to the Arbe Robotics First Quarter 2025 Earnings Results Conference Call.

The mean of analysts' price targets for BILL Holdings (BILL) points to a 47.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The mean of analysts' price targets for Benitec Biopharma (BNTC) points to an 83.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The mean of analysts' price targets for Nova Ltd. (NVMI) points to a 34.5% upside in the stock.

The average of price targets set by Wall Street analysts indicates a potential upside of 46.2% in Marcus (MCS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

The mean of analysts' price targets for PAR Technology (PAR) points to a 26.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The mean of analysts' price targets for Knightscope (KSCP) points to a 191.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The mean of analysts' price targets for Sprout Social (SPT) points to a 27.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The average of price targets set by Wall Street analysts indicates a potential upside of 86% in The RealReal (REAL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

The mean of analysts' price targets for Synaptics (SYNA) points to a 37.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The mean of analysts' price targets for Accel Entertainment (ACEL) points to a 36.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The average of price targets set by Wall Street analysts indicates a potential upside of 41.3% in Brainsway (BWAY). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

The mean of analysts' price targets for Oportun Financial (OPRT) points to a 31% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The mean of analysts' price targets for Cava (CAVA) points to a 33.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The mean of analysts' price targets for Amylyx Pharmaceuticals (AMLX) points to a 105.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

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