Angi Inc. ( ANGI ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants Andrew Russakoff - Chief Financial Officer Jeffrey Kip - CEO & Director Conference Call Participants Daniel Kurnos - The Benchmark Company, LLC, Research Division Sergio Segura - KeyBanc Capital Markets Inc., Research Division Stephen Ju - UBS Investment Bank, Research Division Eric Sheridan - Goldman Sachs Group, Inc., Research Division Youssef Squali - Truist Securities, Inc., Research Division Matthew Condon - Citizens JMP Securities, LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Angi Inc. Third …
Zimmer Biomet Q3 Earnings Top but Revenue Miss Causes Pre-Market Drop — Negative
ZBH Zacks Investment Research — November 05, 2025Zimmer Biomet's Q3 EPS beats expectations, but a revenue miss and trimmed outlook send shares sliding in pre-market trading.
Radian Group Inc. (RDN) Q3 2025 Earnings Call Transcript — Neutral
RDN Seeking Alpha — November 05, 2025Radian Group Inc. ( RDN ) Q3 2025 Earnings Call November 5, 2025 11:00 AM EST Company Participants Dan Kobell - Executive Vice President of Capital Management & Investor Relations Richard Thornberry - CEO & Director Sumita Pandit - President & CFO Conference Call Participants Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Douglas Harter - UBS Investment Bank, Research Division Mihir Bhatia - BofA Securities, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Third Quarter 2025 Radian Group Conference Call.
Earnings Estimates Rising for Exact Sciences (EXAS): Will It Gain? — Positive
EXAS Zacks Investment Research — November 05, 2025Exact Sciences (EXAS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Earnings Estimates Rising for EverQuote (EVER): Will It Gain? — Positive
EVER Zacks Investment Research — November 05, 2025EverQuote (EVER) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Descartes Systems Grows On Organic And M&A Deal Opportunities — Positive
DSGX Seeking Alpha — November 05, 2025Descartes Systems Group remains a Buy at $85, supported by robust revenue growth and a strong balance sheet amid supply chain complexities. DSGX benefits from rising demand for supply chain management solutions, AI/ML integration, and a disciplined capital allocation strategy. Recent stock price pullback and expanding M&A opportunities, driven by private equity selling, create an attractive entry point for long-term investors.
JLL CEO on Mamdani's potential impact on NY real estate: Demand unlikely to fundamentally change — Neutral
JLL CNBC Television — November 05, 2025Christian Ulbrich, CEO of JLL, joins CNBC's 'Money Movers' to discuss the company's most recent quarter, outlooks on real estate, and much more.
Oshkosh Corporation Recognized for Technology Leadership with Two CES Innovation Awards® 2026 Best of Innovation and Two Honoree Distinctions — Neutral
OSK Business Wire — November 05, 2025OSHKOSH, Wis.--(BUSINESS WIRE)---- $OSK #oshkoshcorporation--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles, equipment and services, has been named a CES Innovation Awards 2026 Best of Innovation recipient in the Robotics and Travel & Tourism categories. The company was also named a multiple CES Innovation Awards Honoree in the Construction and Industrial Tech category. Oshkosh Corporation was selected as a CES Innovation Awards Best of Innovation recipient in: Robotics for its JLG® Boom.
Exxon Mobil Q3: Guyana, Permian, And Capital Strength Confirm A Bullish Breakout — Positive
XOM Seeking Alpha — November 05, 2025Exxon Mobil Corporation's Q3 2025 results beat EPS estimates and reaffirmed strong operational execution in Guyana and the Permian. XOM maintained its $20 billion annual buyback plan and raised dividends for the 43rd straight year. Despite weaker oil prices, XOM generated $6.3 billion in free cash flow and strengthened its balance sheet.
Hims & Hers Stock Slips Post Y/Y Q3 Earnings Decline, Margins Contract — Neutral
HIMS Zacks Investment Research — November 05, 2025HIMS reports lower third-quarter 2025 earnings even as revenue and subscriber growth remain strong across its channels.
Teradata Q3 Earnings Beat Estimates, Revenues Fall Y/Y, Shares Rise — Positive
TDC Zacks Investment Research — November 05, 2025TDC's Q3 earnings surged past estimates despite a revenue dip, as cloud growth and margin gains lifted investor sentiment.
PayPal: A GARP Case With Underappreciated Monetization Upside — Positive
PYPL Seeking Alpha — November 05, 2025PayPal is a net-cash market leader priced like an ex-growth laggard. Branded margins are improving while Venmo, PayPal Ads and BNPL add fresh monetization layers. Free cash flow funds aggressive buybacks at an 8–10% yield.
AMD is up 53% since my last coverage, despite an 8% post-earnings dip driven by profit-taking. Data center revenue rose 22% to $4.3 billion, supported by strong EPYC CPU and Instinct GPU demand. OpenAI partnership positions AMD as a credible Nvidia rival, potentially generating tens of billions in AI revenue by 2027.
WBD targets Christmas deadline for announcing a sale or split, leaving Paramount in limbo — Neutral
WBD CNBC — November 05, 2025Warner Bros. Discovery said last month it would explore strategic options for the company after receiving unsolicited takeover offers.
McCormick's Gross Margin Under Pressure: Will Q4 Show Relief? — Negative
MKC Zacks Investment Research — November 05, 2025MKC battles cost pressures and tariff impacts but eyes a modest Q4 margin lift as savings initiatives gain traction.
MASI Stock Gains Post Q3 Earnings and Revenue Beat, Margins Expand — Positive
MASI Zacks Investment Research — November 05, 2025Masimo beats third-quarter 2025 earnings and revenue estimates as operating margins and profits improve on lower expenses.
Why Copa Holdings (CPA) is Poised to Beat Earnings Estimates Again — Positive
CPA Zacks Investment Research — November 05, 2025Copa Holdings (CPA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Owens Corning ( OC ) Q3 2025 Earnings Call November 5, 2025 9:00 AM EST Company Participants Amber Wohlfarth - Vice President of Corporate FP&A and Investor Relations Brian Chambers - President, CEO & Chair Todd Fister - Executive VP & CFO Conference Call Participants Stephen Kim - Evercore ISI Institutional Equities, Research Division Anthony Pettinari - Citigroup Inc., Research Division John Lovallo - UBS Investment Bank, Research Division Michael Rehaut - JPMorgan Chase & Co, Research Division Trevor Allinson - Wolfe Research, LLC Matthew Bouley - Barclays Bank PLC, Research Division Philip Ng - Jefferies LLC, Research Division Michael …