Why Tapestry Stock Is Cooling Off Despite Coach's Hot Streak — Negative

TPR   Benzinga — July 29, 2025

Tapestry, Inc. TPR stock declined Tuesday as analysts reassessed its valuation despite ongoing strength in the Coach brand.

image for news Why Tapestry Stock Is Cooling Off Despite Coach's Hot Streak

Bausch Health Companies Inc. BHC on Tuesday agreed to indirectly acquire DURECT Corp DRRX, including a novel therapeutic molecule, larsucosterol.

image for news Bausch Health Adds Late-Stage Ready Alcohol Liver Disease Drug Candidate In $63 Million DURECT Buyout

Bank of Hawaii Q2 Earnings Beat on Strong NII & Fee Income, Stock Down — Neutral

BOH   Zacks Investment Research — July 29, 2025

BOH tops Q2 estimates with strong NII and fee growth, but shares decline on rising costs and weaker asset quality.

image for news Bank of Hawaii Q2 Earnings Beat on Strong NII & Fee Income, Stock Down

Welltower's Q2 FFO & Revenues Beat Estimates, Same Store NOI Rises — Positive

WELL   Zacks Investment Research — July 29, 2025

WELL's Q2 FFO outshines estimates, driven by a rise in revenues. Same Store NOI improves year over year.

image for news Welltower's Q2 FFO & Revenues Beat Estimates, Same Store NOI Rises

What Should You Do With Berkshire Stock Ahead of Q2 Earnings? — Positive

BRK-A  BRK-B   Zacks Investment Research — July 29, 2025

BRK.B eyes revenue growth in Q2 on insurance strength and investment gains, but earnings may dip slightly year over year.

image for news What Should You Do With Berkshire Stock Ahead of Q2 Earnings?

Wolverine World Wide: Good Q2 Sales Outlook Isn't Enough — Negative

WWW   Seeking Alpha — July 29, 2025

Wolverine World Wide should show great sales momentum in Q2. Merrell and Saucony have continued to gain brand relevance. Tariff uncertainty continues to add margin pressure especially over the short term. Wolverine's tariff mitigation efforts still stand on uncertain ground with a rapidly evolving tariff landscape. An expensive valuation makes WWW unattractive. I estimate 26% downside to $17.4.

image for news Wolverine World Wide: Good Q2 Sales Outlook Isn't Enough

NEW YORK, July 29, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Reddit, Inc. (NYSE: RDDT) between October 29, 2024 and May 20, 2025, both dates inclusive (the “Class Period”), of the important August 18, 2025 lead plaintiff deadline.

image for news ROSEN, A LEADING LAW FIRM, Encourages Reddit, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – RDDT

I reiterate my Sell rating on Shopify, due to overvaluation with a fair value estimate of $96 per share, despite strong operational execution. Shopify's global expansion of payment solutions and Shop Pay installments are key drivers for long-term growth and merchant adoption. While management balances topline growth and profitability, potential trade uncertainties could impact cross-border e-commerce in the near term.

image for news Shopify Q2 Preview: Anticipate Growth Momentum To Continue, But Stock Overvalued

Cincinnati Financial Q2 Earnings Top on Higher Investment Income — Positive

CINF   Zacks Investment Research — July 29, 2025

CINF's Q2 EPS surges 52.7%, fueled by premium gains, investment income, and stronger underwriting results.

image for news Cincinnati Financial Q2 Earnings Top on Higher Investment Income

PHILADELPHIA, July 29, 2025 (GLOBE NEWSWIRE) -- National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against Sable Offshore Corp. (NYSE: SOC) (“Sable” or the “Company”) on behalf of investors who purchased or otherwise acquired publicly traded securities of Sable between May 19, 2025 through June 3, 2025 (the “Class Period”), including on or traceable to the Company's May 2025 secondary public offering. Berger Montague PC is investigating claims that defendants made materially false and misleading statements concerning the status of Sable's oil production.

image for news Berger Montague PC Investigating Claims on Behalf of Sable Offshore Corp. (NYSE: SOC) Investors After Class Action Filing

Both companies declined to comment.

image for news CyberArk Stock Jumps on Report Palo Alto Is Nearing $20 Billion Takeover

Coinbase revenue estimates raised ahead of Q2, but volumes slump: BofA — Neutral

COIN   Proactive Investors — July 29, 2025

Bank of America has raised its revenue estimates for Coinbase Global Inc (NASDAQ:COIN) ahead of the crypto exchange's second-quarter results, but warned that weaker trading volumes and ongoing pressure on transaction revenue could weigh on earnings. The bank maintained its “Hold” rating on the stock and increased its price target to $405 from $260.

image for news Coinbase revenue estimates raised ahead of Q2, but volumes slump: BofA

Whirlpool Stock Dips on Q2 Earnings Miss and Cautious Outlook — Negative

WHR   Zacks Investment Research — July 29, 2025

WHR tumbles after Q2 earnings miss, slashed dividend, and weak 2025 outlook with declining sales and EPS guidance.

image for news Whirlpool Stock Dips on Q2 Earnings Miss and Cautious Outlook

Brown & Brown Q2 Earnings Beat Estimates, Commission and Fees Up Y/Y — Positive

BRO   Zacks Investment Research — July 29, 2025

BRO tops Q2 estimates with 10.8% EPS growth, driven by higher organic revenues, EBITDAC margin, and investment income.

image for news Brown & Brown Q2 Earnings Beat Estimates, Commission and Fees Up Y/Y

Seres Therapeutics's VOWST divestiture injected cash, retired debt, and refocused the company as a clinical‑stage microbiome specialist. Their current lead candidate is SER‑155, which seems to reduce bloodstream infections up to 77% according to their Phase 1b trial. SER-155 also holds the FDA's Breakthrough and Fast Track designations. MCRB targets more interim Phase 2 SER‑155 data within 12 months.

image for news Seres Therapeutics: Speculative Gem Backed By SER‑155 FDA Breakthrough

Final Trades: Spotify, IBM, Vertiv Holdings and Welltower — Neutral

IBM  SPOT  VRT  WELL   CNBC Television — July 29, 2025

The Investment Committee give you their top stocks to watch for the second half.

image for news Final Trades: Spotify, IBM, Vertiv Holdings and Welltower

Ecolab Stock Down in Pre-Market Post Q2 Earnings Miss, Margins Expand — Negative

ECL   Zacks Investment Research — July 29, 2025

ECL stock dips in pre-market despite second-quarter 2025 earnings growth and margin expansion, as EPS misses estimates by a penny.

image for news Ecolab Stock Down in Pre-Market Post Q2 Earnings Miss, Margins Expand

Should You Buy, Sell, or Hold Innodata Stock Before Q2 Earnings? — Positive

INOD   Zacks Investment Research — July 29, 2025

INOD's second-quarter performance is expected to have benefited from Gen AI momentum and key customer expansion.

image for news Should You Buy, Sell, or Hold Innodata Stock Before Q2 Earnings?

Provident Financial Holdings, Inc. (NASDAQ:PROV ) Q4 2025 Earnings Conference Call July 29, 2025 12:00 PM ET Company Participants Donavon P. Ternes - President & CEO Conference Call Participants Frank Daniel Williams - Piper Sandler & Co., Research Division Timothy Norton Coffey - Janney Montgomery Scott LLC, Research Division Operator Hello, and thank you for standing by.

image for news Provident Financial Holdings, Inc. (PROV) Q4 2025 Earnings Call Transcript

Stanley Black & Decker, Inc. (SWK) Q2 2025 Earnings Call Transcript — Neutral

SWK   Seeking Alpha — July 29, 2025

Stanley Black & Decker, Inc. (NYSE:SWK ) Q2 2025 Earnings Call July 29, 2025 8:00 AM ET Company Participants Christopher John Nelson - COO, Executive VP and President of Tools & Outdoor Dennis M. Lange - Vice President of Investor Relations Donald Allan - President, CEO & Director Patrick D.

image for news Stanley Black & Decker, Inc. (SWK) Q2 2025 Earnings Call Transcript