What TransDigm Earnings Say About a Surging Aerospace Sector. Outlook Surprises. — Positive
TDG Barrons — November 12, 2025Wednesday, TransDigm reported fiscal fourth-quarter adjusted EPS of $10.82 from sales of $2.4 billion. Wall Street was looking for EPS of $10.08 and sales of $2.4 billion.
Katapult Holdings, Inc. (KPLT) Q3 2025 Earnings Call Prepared Remarks Transcript — Neutral
KPLT Seeking Alpha — November 12, 2025Katapult Holdings, Inc. ( KPLT ) Q3 2025 Earnings Call November 12, 2025 8:00 AM EST Company Participants Jennifer Kull - Vice President of Investor Relations Orlando Zayas - CEO & Director Derek Medlin - President, Chief Growth Officer & Director Nancy Walsh - Chief Financial Officer Presentation Operator Thank you for standing by. At this time, I'd like to welcome everyone to Katapult Holdings Third Quarter 2025 Earnings Call.
Energy Transfer Update: Superior Yield And Valuation, Nagging Capital Efficiency — Positive
ET Seeking Alpha — November 12, 2025This article provides an Energy Transfer LP investor update and assessment. ET's 3Q 2025 results indicated somewhat pedestrian segment results, but volumes are up and cash flow remains strong. I believe the best forward growth opportunities include intrastate natural gas projects, associated data center power demand, and NGL exports.
MGM Resorts Teams with USO and American Airlines for 15th Annual Salute to the Troops at Mandalay Bay — Neutral
MGM PRNewsWire — November 12, 2025LAS VEGAS , Nov. 12, 2025 /PRNewswire/ -- MGM Resorts International (NYSE: MGM) ("MGM Resorts" or the "Company") will host the United Service Organizations (USO) Experience: Salute to the Troops, honoring more than 100 active-duty service members who have been injured in the line of duty beginning Friday, November 14. Now in its 15th year, the five-day celebration will take place at Mandalay Bay Resort & Casino.
SVV ALERT: Levi & Korsinsky Investigates Savers Value Village, Inc. for Possible Securities Fraud Violations — Neutral
SVV Newsfile Corp — November 12, 2025New York, New York--(Newsfile Corp. - November 12, 2025) - Levi & Korsinsky notifies investors that it has commenced an investigation of Savers Value Village, Inc. ("Savers Value Village, Inc.") (NYSE: SVV) concerning possible violations of federal securities laws. On or around June 29, 2023, Savers conducted its initial public offering ("IPO") of 25,635,415 shares of common stock priced at $18.00 per share.
Innoviz Technologies Ltd. (INVZ) Reports Q3 Loss, Misses Revenue Estimates — Neutral
INVZ Zacks Investment Research — November 12, 2025Innoviz Technologies Ltd. (INVZ) came out with a quarterly loss of $0.07 per share in line with the Zacks Consensus Estimate.
Creative Realities, Inc. (CREX) Reports Q3 Loss, Lags Revenue Estimates — Negative
CREX Zacks Investment Research — November 12, 2025Creative Realities, Inc. (CREX) came out with a quarterly loss of $0.32 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to earnings of $0.01 per share a year ago.
XOMA Royalty (XOMA) Reports Q3 Loss, Lags Revenue Estimates — Negative
XOMA Zacks Investment Research — November 12, 2025XOMA Royalty (XOMA) came out with a quarterly loss of $0.35 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to a loss of $0.39 per share a year ago.
Arcos Dorados (ARCO) Tops Q3 Earnings and Revenue Estimates — Positive
ARCO Zacks Investment Research — November 12, 2025Arcos Dorados (ARCO) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.17 per share a year ago.
Circle Internet Group stock is sliding despite strong revenue and higher average USDC in circulation — Neutral
CRCL Fast Company — November 12, 2025Circle Internet Group released its third-quarter earnings on Wednesday, November 12, announcing a 66% jump in revenue and reserve income year-over-year (YOY). The $740 million figure stemmed, in large part, from a 97% increase YOY of average USDC in circulation.
BYND Investors Have Opportunity to Join Beyond Meat, Inc. Fraud Investigation with the Schall Law Firm — Neutral
BYND GlobeNewsWire — November 12, 2025LOS ANGELES, Nov. 12, 2025 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Beyond Meat, Inc. (“Beyond Meat” or “the Company”) (NASDAQ: BYND) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.
Can NVO's Ozempic, Wegovy Sales Improve in 2026 After a Subdued Q3? — Neutral
NVO Zacks Investment Research — November 12, 2025Novo Nordisk eyes a 2026 comeback as it slashes jobs, cuts U.S. semaglutide prices and focuses on expanding the reach of key drugs after a weak Q3.
Rockwell Medical, Inc. (RMTI) Q3 2025 Earnings Call Transcript — Neutral
RMTI Seeking Alpha — November 12, 2025Rockwell Medical, Inc. ( RMTI ) Q3 2025 Earnings Call November 12, 2025 8:00 AM EST Company Participants Heather Hunter - Senior VP & COO Mark Strobeck - President, CEO & Director Jesse Neri - Senior VP & CFO Conference Call Participants Raghuram Selvaraju - H.C. Wainwright & Co, LLC, Research Division Nicholas Sherwood - Maxim Group LLC, Research Division Anthony Vendetti - Maxim Group LLC, Research Division Presentation Operator Good morning, and welcome to Rockwell Medical's Third Quarter 2025 Results Conference Call and Webcast.
FedEx's Comeback Shows Promise, But The Real Test Is Still Ahead — Positive
FDX Seeking Alpha — November 12, 2025FedEx Corporation is in transition, with shares rebounding after cost-cutting and an earnings beat, but much optimism is already priced in. FDX's Freight spinoff, tech investments, and efficiency drives are promising, yet execution risks and industry headwinds keep upside limited. FDX stock trades at fair value, with buybacks and dividends supporting it, but investors want proof of sustained improvement post-Freight split.
CELH Stock Down 27% After Q3 Results: Should You Buy the Dip? — Neutral
CELH Zacks Investment Research — November 12, 2025CELH tumbles 27% after Q3 as strong sales growth and solid profits are overshadowed by integration costs and transition noise.
Will AWS' Growing Capital Spending Boost or Burden Amazon Stock? — Positive
AMZN Zacks Investment Research — November 12, 2025AMZN's more than $75 billion capital spending plan for AWS infrastructure positions the cloud leader to capitalize on surging AI demand despite near-term margin pressure.
Opus Genetics, Inc. (IRD) Reports Q3 Loss, Beats Revenue Estimates — Neutral
IRD Zacks Investment Research — November 12, 2025Opus Genetics, Inc. (IRD) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.14. This compares to a loss of $0.29 per share a year ago.
Humacyte, Inc. (HUMA) Reports Q3 Loss, Misses Revenue Estimates — Negative
HUMA Zacks Investment Research — November 12, 2025Humacyte, Inc. (HUMA) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to a loss of $0.33 per share a year ago.
First Solar: Regulatory Headwinds Meet Mixed Booking Trends (Downgrade) — Neutral
FSLR Seeking Alpha — November 12, 2025First Solar reports new gross bookings in FQ3'25, with the multi-year contracted backlog lending great insights to its robust renewables investment thesis. This is significantly aided by the expanded manufacturing footprint in the US, with the solar company expecting to report ~17.7 GW in domestic capacity from 2027 onwards. On the other hand, investors can not ignore the changing renewables investment landscape within the US, as observed in the cancellation of the "largest solar project in the United States."
Commvault Unveils a New Era in Enterprise Resilience with the Commvault Cloud Unity Platform Release — Neutral
CVLT PRNewsWire — November 12, 2025Platform release unifies data security, cyber recovery, and identity resilience across cloud, hybrid, and on-premises environments to enable continuous business at enterprise scale NEW YORK , Nov. 12, 2025 /PRNewswire/ -- SHIFT 2025 – Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced the Commvault Cloud Unity platform release, one of the most substantive platform releases in Commvault's history. This next-generation, AI-enabled version of Commvault Cloud now unifies data security, cyber recovery, and identity resilience across cloud, SaaS, on-premises, and hybrid environments.