Vornado Realty Trust (VNO) Q1 2025 Earnings Call Transcript — Neutral
VNO Seeking Alpha — May 06, 2025Vornado Realty Trust (NYSE:VNO ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Steve Borenstein - EVP & Corporate Counsel Steven Roth - Chairman & CEO Michael Franco - President & CFO Glen Weiss - EVP, Office Leasing & Co-Head, Real Estate Barry Langer - EVP, Development & Co-Head, Real Estate Thomas Sanelli - EVP, Finance & CAO Conference Call Participants Steve Sakwa - Evercore ISI Dylan Burzinski - Green Street John Kim - BMO Capital Markets Floris van Dijkum - Compass Point Alexander Goldfarb - Piper Sandler Jana Galan - Bank of America Seth …

Blackstone President shuts down calls for end to “US exceptionalism” — Positive
BX Bloomberg Markets and Finance — May 06, 2025Blackstone President and COO Jon Gray shut down calls for an end to "US exceptionalism," and says that "the Madisonian system works. The US will continue to get through this [economic uncertainty] even if we have an economic slowdown" bloom.bg/4iVfuRn

Super Micro Computer Suffers 80% Fall From AI Peak, Traders Wary Ahead Of Q3 Earnings — Negative
SMCI Benzinga — May 06, 2025Super Micro Computer Inc. SMCI reports third-quarter 2025 earnings after Tuesday's market closes, and the numbers can't come soon enough.

Apple: Desperately Looking For A Narrative (Underweight) — Neutral
AAPL Seeking Alpha — May 06, 2025Apple's high valuation multiples are hard to justify due to slowing growth and lack of a compelling story, despite its reliable cash flow. The company's revenue growth has decelerated, with iPhone sales stagnating and Services segment growth slowing, indicating limited upside in the near term. Geopolitical tensions and fierce competition, especially in China, pose significant headwinds, making it challenging for Apple to maintain or grow its market share.

Symbiotic Gears Up to Report Q2 Earnings: What's in the Offing? — Positive
SYM Zacks Investment Research — May 06, 2025Robust growth in systems revenues is anticipated to have benefited SYM's top line in the second quarter of fiscal 2025.

Silgan Holdings Q1 Earnings Surpass Estimates, Shares Rise 4% — Positive
SLGN Zacks Investment Research — May 06, 2025SLGN Q1 results reflect gains from higher volumes and strong performance from the Weener acquisition.

Ball Corp Earnings Surpass Estimates in Q1, Sales Increase Y/Y — Positive
BALL Zacks Investment Research — May 06, 2025BALL's Q1 results reflect gains from higher volumes and price/mix across all segments.

IQVIA Earnings & Revenues Beat Estimates in Q1, Increase Y/Y — Positive
IQV Zacks Investment Research — May 06, 2025IQV's top line in the first quarter of 2025 benefits from the Research and Development, and Technology and Analytics segments.

Gartner Earnings Surpass Estimates in Q1, Revenues Increase Y/Y — Positive
IT Zacks Investment Research — May 06, 2025An improved segmental performance benefits IT's top line in the first quarter of 2025.

Clear Secure to Report Q1 Earnings: What's in Store for the Stock? — Positive
YOU Zacks Investment Research — May 06, 2025YOU's Q1 results are likely to have benefited from ClearOne and Okta ties, while seasonality and discount phase-outs are expected to have pressured growth.

IBM CEO Says AI Has Replaced Hundreds of Workers But Created New Programming, Sales Jobs — Positive
IBM WSJ — May 06, 2025The tech company promises higher total employment as it reinvests resources toward roles like software development.

Xometry, Inc. (NASDAQ:XMTR ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Shawn Milne - Vice President of Investor Relations Randy Altschuler - Chief Executive Officer James Miln - Chief Financial Officer Sanjeev Sahni - President Conference Call Participants Brian Drab - William Blair Ron Josey - Citi Greg Palm - Craig-Hallum Troy Jensen - Cantor Fitzgerald Operator Good day and thank you for standing by. Welcome to the Xometry Q1 2025 Earnings Call.

Expeditors Q1 Earnings & Revenues Top Estimates, Improves Y/Y — Positive
EXPD Zacks Investment Research — May 06, 2025EXPD's solid first-quarter 2025 results reflect growth across the company's air tonnage and ocean volumes on the back of a solid international network.

INSP Stock Gains Following Q1 Earnings Beat, Gross Margin Contracts — Positive
INSP Zacks Investment Research — May 06, 2025Inspire Medical's first-quarter 2025 performance reflects increased market penetration in existing centers and expansion into new territories and centers, along with strong domestic results.

Freshpet Misses Earnings Estimates in Q1, Lowers 2025 Guidance — Neutral
FRPT Zacks Investment Research — May 06, 2025FRPT's fiscal first-quarter results reflect higher year-over-year sales. Also, the adjusted gross margin expands 40 basis points to 45.7%.

Deckers Stock Looks Overvalued at 18.15X: Time to Consider Selling? — Negative
DECK Zacks Investment Research — May 06, 2025DECK faces margin pressures, inventory constraints and rising expenses, which are expected to negatively impact short-term growth and profitability.

Ball Corporation (BALL) Q1 2025 Earnings Call Transcript — Neutral
BALL Seeking Alpha — May 06, 2025Ball Corporation (NYSE:BALL ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Brandon Potthoff - Director of Investor Relations Dan Fisher - Chief Executive Officer Howard Yu - Chief Financial Officer & Executive Vice President Conference Call Participants Ghansham Panjabi – Baird Stefan Diaz - Morgan Stanley Anthony Pettinari - Citi Phil Ng - Jefferies Edlain Rodriguez – Mizuho Josh Spector - UBS George Staphos - Bank of America Jeffrey Zekauskas - J.P. Morgan Michael Roxland - Truist Chris Parkinson - Wolfe Research Arun Viswanathan - RBC Operator Greetings, and welcome to the Ball Corporation …

AudioCodes Ltd. (NASDAQ:AUDC ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Roger Chuchen - Investor Relations Shabtai Adlersberg - President and Chief Executive Officer Niran Baruch - Vice President, Finance and Chief Financial Officer Conference Call Participants Joshua Reilly - Needham & Company Operator Good morning, everybody, and welcome to the AudioCodes First Quarter 2025 Earnings Conference Call.

2 Reasons Hims & Hers Will Break $50s - Buy Post Earnings — Positive
HIMS Seeking Alpha — May 06, 2025Hims & Hers Health, Inc. impressed with strong Q1 earnings, subscriber growth, and a promising partnership with Novo Nordisk, but didn't guide as well as we all hoped. The two reasons I'm buying are 1. The partnership with Novo should expand to include Ozempic and 2. Oral pill approval from the FDA should be achieved and boost financials. I think we're still at the start of Hims' comeback story, and the stock is still cheap considering its upside potential.

Amazon's Zoox robotaxi unit issues software recall after recent Las Vegas crash — Negative
AMZN CNBC — May 06, 2025Amazon's Zoox issued a software recall for 270 of its robotaxis after a crash in Las Vegas last month, the company said. In this article AMZN
