Why Tapestry Stock Is Cooling Off Despite Coach's Hot Streak — Negative
TPR Benzinga — July 29, 2025Tapestry, Inc. TPR stock declined Tuesday as analysts reassessed its valuation despite ongoing strength in the Coach brand.

Bausch Health Adds Late-Stage Ready Alcohol Liver Disease Drug Candidate In $63 Million DURECT Buyout — Positive
BHC DRRX Benzinga — July 29, 2025Bausch Health Companies Inc. BHC on Tuesday agreed to indirectly acquire DURECT Corp DRRX, including a novel therapeutic molecule, larsucosterol.

Bank of Hawaii Q2 Earnings Beat on Strong NII & Fee Income, Stock Down — Neutral
BOH Zacks Investment Research — July 29, 2025BOH tops Q2 estimates with strong NII and fee growth, but shares decline on rising costs and weaker asset quality.

Welltower's Q2 FFO & Revenues Beat Estimates, Same Store NOI Rises — Positive
WELL Zacks Investment Research — July 29, 2025WELL's Q2 FFO outshines estimates, driven by a rise in revenues. Same Store NOI improves year over year.

What Should You Do With Berkshire Stock Ahead of Q2 Earnings? — Positive
BRK-A BRK-B Zacks Investment Research — July 29, 2025BRK.B eyes revenue growth in Q2 on insurance strength and investment gains, but earnings may dip slightly year over year.

Wolverine World Wide: Good Q2 Sales Outlook Isn't Enough — Negative
WWW Seeking Alpha — July 29, 2025Wolverine 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.

ROSEN, A LEADING LAW FIRM, Encourages Reddit, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – RDDT — Neutral
RDDT GlobeNewsWire — July 29, 2025NEW 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.

Shopify Q2 Preview: Anticipate Growth Momentum To Continue, But Stock Overvalued — Neutral
SHOP Seeking Alpha — July 29, 2025I 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.

Cincinnati Financial Q2 Earnings Top on Higher Investment Income — Positive
CINF Zacks Investment Research — July 29, 2025CINF's Q2 EPS surges 52.7%, fueled by premium gains, investment income, and stronger underwriting results.

Berger Montague PC Investigating Claims on Behalf of Sable Offshore Corp. (NYSE: SOC) Investors After Class Action Filing — Neutral
SOC GlobeNewsWire — July 29, 2025PHILADELPHIA, 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.

CyberArk Stock Jumps on Report Palo Alto Is Nearing $20 Billion Takeover — Positive
CYBR PANW Barrons — July 29, 2025Both companies declined to comment.

Coinbase revenue estimates raised ahead of Q2, but volumes slump: BofA — Neutral
COIN Proactive Investors — July 29, 2025Bank 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.

Whirlpool Stock Dips on Q2 Earnings Miss and Cautious Outlook — Negative
WHR Zacks Investment Research — July 29, 2025WHR tumbles after Q2 earnings miss, slashed dividend, and weak 2025 outlook with declining sales and EPS guidance.

Brown & Brown Q2 Earnings Beat Estimates, Commission and Fees Up Y/Y — Positive
BRO Zacks Investment Research — July 29, 2025BRO tops Q2 estimates with 10.8% EPS growth, driven by higher organic revenues, EBITDAC margin, and investment income.

Seres Therapeutics: Speculative Gem Backed By SER‑155 FDA Breakthrough — Positive
MCRB Seeking Alpha — July 29, 2025Seres 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.

Final Trades: Spotify, IBM, Vertiv Holdings and Welltower — Neutral
IBM SPOT VRT WELL CNBC Television — July 29, 2025The Investment Committee give you their top stocks to watch for the second half.

Ecolab Stock Down in Pre-Market Post Q2 Earnings Miss, Margins Expand — Negative
ECL Zacks Investment Research — July 29, 2025ECL stock dips in pre-market despite second-quarter 2025 earnings growth and margin expansion, as EPS misses estimates by a penny.

Should You Buy, Sell, or Hold Innodata Stock Before Q2 Earnings? — Positive
INOD Zacks Investment Research — July 29, 2025INOD's second-quarter performance is expected to have benefited from Gen AI momentum and key customer expansion.

Provident Financial Holdings, Inc. (PROV) Q4 2025 Earnings Call Transcript — Neutral
PROV Seeking Alpha — July 29, 2025Provident 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.

Stanley Black & Decker, Inc. (SWK) Q2 2025 Earnings Call Transcript — Neutral
SWK Seeking Alpha — July 29, 2025Stanley 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.
