Q3-25 Earnings: Circle's Valuation & Revenue Concentration Problems — Neutral

CRCL   Seeking Alpha — November 12, 2025

Circle Internet Group (CRCL) remains highly dependent on reserve revenues, with 96% of top-line income tied to interest rates. USDC supply has grown rapidly in 2025, outpacing major competitors in rate of change, but usage is concentrated in DeFi applications rather than real economic merchant usage. CRCL's valuation is extended based on optimistic assumptions and estimates about future revenue from reserves.

image for news Q3-25 Earnings: Circle's Valuation & Revenue Concentration Problems

Streaming Prices Are Soaring—and Consumers Are Still Paying — Positive

AAPL  DIS  NFLX  PSKY   WSJ — November 12, 2025

The menu of options for how to watch shows and movies without cable continues to grow—as do their price tags. But viewers have generally been sticking with their subscriptions.

image for news Streaming Prices Are Soaring—and Consumers Are Still Paying

NEW YORK, Nov. 12, 2025 (GLOBE NEWSWIRE) -- Virtu Financial, Inc. (NYSE:VIRT), a leading provider of global, multi-asset financial services that delivers liquidity and innovative, transparent products across the complete investment cycle to the global markets, is proud to announce that Gabriella Gambino and Julie Feng have been recognized at the Markets Media's Women in Finance Americas Awards.

image for news Virtu Financial Congratulates 2025 Women in Finance Award Recipients Gabriella Gambino and Julie Feng

Enbridge Inc. is downgraded from Buy to Hold, with a revised target price of $71.76, reflecting limited upside after recent share gains. Q3 results missed EPS expectations, but solid EBITDA and reaffirmed 2025 guidance supported an ENB share price rebound and stable medium-term outlook. ENB's long-term growth is constrained by limited new project involvement and regulatory hurdles, though data center opportunities offer some upside.

image for news Enbridge: Downgrade Due To Recent Strong Performance And Limited Growth Prospects

Jumia Technologies AG (JMIA) Q3 2025 Earnings Call Transcript — Neutral

JMIA   Seeking Alpha — November 12, 2025

Jumia Technologies AG ( JMIA ) Q3 2025 Earnings Call November 12, 2025 8:30 AM EST Company Participants Ignatius Njoku Francis Dufay - CEO & Member of Management Board Antoine Maillet-Mezeray - Executive VP of Finance & Operations and Member of Management Board Conference Call Participants Tracy Kivunyu Bradley Erickson - RBC Capital Markets, Research Division Yanfang Jiang - The Benchmark Company, LLC, Research Division Presentation Operator Good morning, ladies and gentlemen, and thank you for standing by. Welcome to Jumia's Results Conference Call for the Third Quarter of 2025.

image for news Jumia Technologies AG (JMIA) Q3 2025 Earnings Call Transcript

Henry Schein, Inc. ( HSIC ) Stifel 2025 Healthcare Conference November 12, 2025 11:20 AM EST Company Participants Andrea Albertini - Chief Executive Officer of Global Distribution & Technology Tom Popeck - Chief Executive Officer of Henry Schein Products Group Ronald South - Senior VP & CFO Conference Call Participants Jonathan Block - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Jonathan Block Stifel, Nicolaus & Company, Incorporated, Research Division I'm happy to introduce the team from Henry Schein. We have Ron South, CFO; Andrea Albertini, CEO of Global Distribution and Technology; and Tom Popeck, CEO of the Henry Schein …

image for news Henry Schein, Inc. (HSIC) Presents at Stifel 2025 Healthcare Conference Transcript

Perion Network Ltd. (PERI) Q3 2025 Earnings Call Transcript — Neutral

PERI   Seeking Alpha — November 12, 2025

Perion Network Ltd. ( PERI ) Q3 2025 Earnings Call November 12, 2025 8:30 AM EST Company Participants Tal Jacobson - CEO & Director Elad Tzubery - Chief Financial Officer Conference Call Participants Andrew Marok - Raymond James & Associates, Inc., Research Division Eric Martinuzzi - Lake Street Capital Markets, LLC, Research Division Jason Helfstein - Oppenheimer & Co. Inc., Research Division Jeff Martin - ROTH Capital Partners, LLC, Research Division Laura Martin - Needham & Company, LLC, Research Division Jason Kreyer - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Hello, everybody, and welcome to the Perion Network Third …

image for news Perion Network Ltd. (PERI) Q3 2025 Earnings Call Transcript

LiveOne, Inc. (LVO) Q2 2026 Earnings Call Transcript — Neutral

LVO   Seeking Alpha — November 12, 2025

LiveOne, Inc. ( LVO ) Q2 2026 Earnings Call November 12, 2025 10:00 AM EST Company Participants Ryan Carhart - CFO, Treasurer, Secretary, Controller & VP Robert Ellin - Founder, Chairman & CEO Conference Call Participants Brian Kinstlinger - Alliance Global Partners, Research Division Sean McGowan - ROTH Capital Partners, LLC, Research Division Presentation Operator Thank you for standing by. Welcome to LiveOne Q2 Fiscal 2026 Financial Results and Business Update Conference Call.

image for news LiveOne, Inc. (LVO) Q2 2026 Earnings Call Transcript

Will Tractor Supply's Store Expansion & Loyalty Efforts Fuel Growth? — Positive

TSCO   Zacks Investment Research — November 12, 2025

TSCO's store growth, thriving pet business and powerful Neighbor's Club loyalty program fuel its expanding market leadership.

image for news Will Tractor Supply's Store Expansion & Loyalty Efforts Fuel Growth?

Record Bookings and Rising Yields: How Far Can CCL's Profit Cruise? — Positive

CCL   Zacks Investment Research — November 12, 2025

Carnival sails past expectations with record bookings, rising yields and a stronger balance sheet - testing how far its profit cruise can go.

image for news Record Bookings and Rising Yields: How Far Can CCL's Profit Cruise?

CWENA or ORA: Which Is the Better Value Stock Right Now? — Neutral

ORA   Zacks Investment Research — November 12, 2025

Investors looking for stocks in the Alternative Energy - Other sector might want to consider either Clearway Energy (CWENA) or Ormat Technologies (ORA). But which of these two stocks presents investors with the better value opportunity right now?

image for news CWENA or ORA: Which Is the Better Value Stock Right Now?

ABEV or DEO: Which Is the Better Value Stock Right Now? — Positive

ABEV  DEO   Zacks Investment Research — November 12, 2025

Investors interested in stocks from the Beverages - Alcohol sector have probably already heard of Ambev (ABEV) and Diageo (DEO). But which of these two companies is the best option for those looking for undervalued stocks?

image for news ABEV or DEO: Which Is the Better Value Stock Right Now?

SNX vs. HOCPY: Which Stock Should Value Investors Buy Now? — Positive

HOCPY  SNX   Zacks Investment Research — November 12, 2025

Investors interested in Electronics - Miscellaneous Products stocks are likely familiar with TD SYNNEX (SNX) and Hoya Corp. (HOCPY). But which of these two stocks presents investors with the better value opportunity right now?

image for news SNX vs. HOCPY: Which Stock Should Value Investors Buy Now?

SOLV vs. DHR: Which Stock Is the Better Value Option? — Neutral

DHR  SOLV   Zacks Investment Research — November 12, 2025

Investors interested in Medical Services stocks are likely familiar with Solventum (SOLV) and Danaher (DHR). But which of these two stocks offers value investors a better bang for their buck right now?

image for news SOLV vs. DHR: Which Stock Is the Better Value Option?

BFH or AXP: Which Is the Better Value Stock Right Now? — Neutral

AXP  BFH   Zacks Investment Research — November 12, 2025

Investors interested in Financial - Miscellaneous Services stocks are likely familiar with Bread Financial Holdings (BFH) and American Express (AXP). But which of these two stocks offers value investors a better bang for their buck right now?

image for news BFH or AXP: Which Is the Better Value Stock Right Now?

CB or CINF: Which Is the Better Value Stock Right Now? — Neutral

CB  CINF   Zacks Investment Research — November 12, 2025

Investors interested in Insurance - Property and Casualty stocks are likely familiar with Chubb (CB) and Cincinnati Financial (CINF). But which of these two stocks presents investors with the better value opportunity right now?

image for news CB or CINF: Which Is the Better Value Stock Right Now?

CUZ or EGP: Which Is the Better Value Stock Right Now? — Neutral

CUZ  EGP   Zacks Investment Research — November 12, 2025

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Cousins Properties (CUZ) or EastGroup Properties (EGP). But which of these two stocks presents investors with the better value opportunity right now?

image for news CUZ or EGP: Which Is the Better Value Stock Right Now?

FHI or TPG: Which Is the Better Value Stock Right Now? — Positive

FHI  TPG   Zacks Investment Research — November 12, 2025

Investors with an interest in Financial - Investment Management stocks have likely encountered both Federated Hermes (FHI) and TPG Inc. (TPG). But which of these two stocks presents investors with the better value opportunity right now?

image for news FHI or TPG: Which Is the Better Value Stock Right Now?

Papa John's $2.7 Billion Takeover Bid: A Price on Untapped Value — Neutral

PZZA   MarketBeat — November 12, 2025

Shares of Papa John's International NASDAQ: PZZA were halted in a volatile trading session after surging over 9% on credible reports of a take-private offer. The bid is reportedly an all-cash offer of $65 per share from TriArtisan Capital Advisors.

image for news Papa John's $2.7 Billion Takeover Bid: A Price on Untapped Value

Company is the most improved electric service provider in the nation in J.D. Power rankings UNIONDALE, N.Y.

image for news PSEG Long Island Tops the J.D. Power 2025 Business Customer Satisfaction Study in the East Large Segment