BJ's Wholesale Club Holdings, Inc. (BJ) Q3 2026 Earnings Call Transcript — Neutral
BJ Seeking Alpha — November 21, 2025BJ's Wholesale Club Holdings, Inc. ( BJ ) Q3 2026 Earnings Call November 21, 2025 8:30 AM EST Company Participants Anjaneya Singh Robert Eddy - President, CEO & Chairman Laura Felice - Executive VP & CFO William Werner - Executive Vice President of Strategy & Development Conference Call Participants Peter Benedict - Robert W. Baird & Co. Incorporated, Research Division Katharine McShane - Goldman Sachs Group, Inc., Research Division Robert Ohmes - BofA Securities, Research Division Steven Zaccone - Citigroup Inc., Research Division Michael Baker - D.A.
Fed surrender: markets reverse as BlackRock CLO failure and "fiscal firehose" force early end to QT — Negative
BLK Kitco — November 21, 2025Jeremy Szafron joins Kitco News as an anchor and producer from Kitco's Vancouver bureau. Jeremy is a seasoned journalist with a diverse background covering entertainment, current affairs and finance.
ET Stock Trading at a Discount to Industry at 8.96X: How to Play? — Positive
ET Zacks Investment Research — November 21, 2025ET currently trades below industry valuation, the vast pipeline network, fee-based revenues and expansion plans make it attractive, while lower ROE than industry is a concern.
How ExxonMobil's Integrated Business Model Supports Dividend Growth — Positive
XOM Zacks Investment Research — November 21, 2025XOM continues to increase dividends sustainably as upstream strength in Guyana and the Permian boosts earnings and cash flows.
Healthcare ETFs to Buy as Big Pharma Rapidly Integrates AI — Positive
VHT XLV Zacks Investment Research — November 21, 2025LLY's expanding AI alliances highlight how pharma-tech partnerships are transforming healthcare and lifting key sector ETFs like XLV.
NTLA Declines 67% in a Month: Should You Buy, Sell or Hold the Stock? — Negative
NTLA Zacks Investment Research — November 21, 2025Intellia sinks 67% in a month after a clinical hold on nex-z and mixed third-quarter results, raising questions about its pipeline outlook and near-term direction.
SemRush Buy to Aid Adobe's AI Expertise: What's Ahead for the Stock? — Positive
ADBE Zacks Investment Research — November 21, 2025ADBE's $1.9B Semrush deal adds GEO and SEO tools to its AI-driven customer experience portfolio, aiming to boost ARR and customer brand visibility.
PRMB Investors Have Opportunity to Lead Primo Brands Corporation Securities Fraud Lawsuit with the Schall Law Firm — Neutral
PRMB GlobeNewsWire — November 21, 2025LOS ANGELES, Nov. 21, 2025 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Primo Brands Corporation (“Primo” or “the Company”) (NYSE: PRMB) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the publicly traded securities of Primo Water Corporation ("Primo Water") between June 17, 2024 through November 8, 2024, inclusive, and/or (the publicly traded common stock of Primo Brands Corporation between November 11, 2024 through November 6, …
Eli Lilly first healthcare company to hit $1T market capitalization — Positive
LLY Proactive Investors — November 21, 2025Eli Lilly and Co (NYSE:LLY) briefly reached a market capitalization of $1 trillion during trading on Friday, making it the first healthcare company to achieve this milestone. Shares of the Indianapolis-based drugmaker rose as much as 1.7% just shy of $1,060, bringing its market value to roughly $1 trillion before retreating slightly, with stock trading near $1,050 per share later in the session.
Pearson: Don't let one soft quarter fool you, says leading bank — Positive
PSO Proactive Investors — November 21, 2025Pearson PLC (LSE:PSON) may have had a soft quarter in Higher Education, but UBS thinks the real story is the acceleration of the market itself. After a flat Q3 last year, the analysts estimate US Higher Ed grew about 6% in Q3 2025, helped by a strong showing from McGraw Hill and steady progress at Cengage.
4 Underrated Stocks to Buy and Hold for the Next Decade — Positive
ASML GRAB INTU MELI 24/7 Wall Street — November 21, 2025In today's market, investor attention remains fixated on a handful of mega-cap AI leaders driving the latest rally.
US Approves $93M Weapon Sale to India: A Boost for Defense ETFs — Positive
ITA PPA SHLD Zacks Investment Research — November 21, 2025A $93 million US weapon sale to India puts the spotlight on defense stocks like LMT and, by extension, fuels momentum for defense ETFs like SHLD.
NVS Ups Sales Projections as Key Drugs and Collaborations Fuel Growth — Positive
NVS Zacks Investment Research — November 21, 2025Novartis boosts long-term sales forecasts as blockbuster drugs like Kisqali and Scemblix drive strong momentum across its portfolio.
AZN Wins FDA Nod for Expanded Use of Rare Disease Drug, Koselugo — Positive
AZN Zacks Investment Research — November 21, 2025AstraZeneca secures FDA approval to expand Koselugo's use to treat adult NF1 patients with inoperable PN.
VinFast Auto Ltd. (VFS) Reports Q3 Loss, Lags Revenue Estimates — Negative
VFS Zacks Investment Research — November 21, 2025VinFast Auto Ltd. (VFS) came out with a quarterly loss of $0.41 per share versus the Zacks Consensus Estimate of a loss of $0.25.
Walmart Surges Forward As Target Continues To Fall Back — Positive
TGT WMT Forbes — November 21, 2025It's a proverbial tale of two retailers: the best of times for Walmart, the worst of times for Target. Both companies are preparing for leadership changes at the top, yet Walmart's incoming CEO has wind at his back, while Target's successor faces daunting challenges.
Wall Street is Pounding the Table Over NVDA, CVNA, DOCS — Neutral
CVNA DOCS NVDA 24/7 Wall Street — November 21, 2025CVNA last traded at $313.25 a share after finding support at $285.02, which was double-bottom support dating back to June 2025.
Zepbound maker Eli Lilly hits $1T market cap — becoming first drug company to reach milestone — Positive
LLY New York Post — November 21, 2025A more than 35% rally in the company's stock this year has largely been driven by the explosive growth of the weight-loss drug market.
Meta Can't Be Dethroned, Only Your Position Can Be Taken — Positive
META Seeking Alpha — November 21, 2025Meta Platforms, Inc. stock is one of the best 12-month return opportunities on the market right now. The market's fear about AI capital expenditures and increased costs not correlating with direct return on investment is a buying opportunity for those who understand the long-term autonomy trajectory. I am targeting a 40% return in 12 months, and view this as a classic moment to buy amid herd hysteria.
Enviri Corporation ( NVRI ) M&A Call November 21, 2025 9:00 AM EST Company Participants David Martin - Director of Investor Relations F. Grasberger - Chairman, President & CEO Thomas Vadaketh - Senior VP & CFO Russell Hochman - Senior VP, General Counsel, Chief Compliance Officer & Corporate Secretary Conference Call Participants Lawrence Solow - CJS Securities, Inc. Robert Brown - Lake Street Capital Markets, LLC, Research Division Presentation Operator Good morning.