Caterpillar Targets Bigger Sales Growth Through 2030 — Positive

CAT   WSJ — November 04, 2025

Caterpillar is looking to accelerate its annual sales growth through 2030 and beef up its capital spending on capacity and digital technology.

image for news Caterpillar Targets Bigger Sales Growth Through 2030

Molson Coors Stock Dips on Q3 Earnings & Sales Miss, Soft 2025 View — Negative

TAP   Zacks Investment Research — November 04, 2025

TAP shares slip after third-quarter 2025 earnings and sales miss estimates, with the brewer guiding for a softer 2025 outlook.

image for news Molson Coors Stock Dips on Q3 Earnings & Sales Miss, Soft 2025 View

Should You Buy, Sell, or Hold PTON Stock Before Q1 Earnings Release? — Positive

PTON   Zacks Investment Research — November 04, 2025

Peloton's Q1 results are likely to reflect seasonal slowdowns, but its cost cuts, innovation and wellness expansion may power long-term growth.

image for news Should You Buy, Sell, or Hold PTON Stock Before Q1 Earnings Release?

Apollo Global Q3 Earnings Beat Estimates, AUM Increase Y/Y — Positive

APO   Zacks Investment Research — November 04, 2025

APO's Q3 earnings and revenues top estimates as rising AUM and the Bridge acquisition fuel strong growth despite higher expenses.

image for news Apollo Global Q3 Earnings Beat Estimates, AUM Increase Y/Y

Will Ulta (ULTA) Beat Estimates Again in Its Next Earnings Report? — Positive

ULTA   Zacks Investment Research — November 04, 2025

Ulta (ULTA) 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.

image for news Will Ulta (ULTA) Beat Estimates Again in Its Next Earnings Report?

Will Robinhood Markets (HOOD) Beat Estimates Again in Its Next Earnings Report? — Positive

HOOD   Zacks Investment Research — November 04, 2025

Robinhood Markets (HOOD) 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.

image for news Will Robinhood Markets (HOOD) Beat Estimates Again in Its Next Earnings Report?

Why HubSpot (HUBS) is Poised to Beat Earnings Estimates Again — Positive

HUBS   Zacks Investment Research — November 04, 2025

HubSpot (HUBS) 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.

image for news Why HubSpot (HUBS) is Poised to Beat Earnings Estimates Again

Will Dollar General (DG) Beat Estimates Again in Its Next Earnings Report? — Positive

DG   Zacks Investment Research — November 04, 2025

Dollar General (DG) 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.

image for news Will Dollar General (DG) Beat Estimates Again in Its Next Earnings Report?

Gannett Rebrands to USA TODAY Co. — Neutral

GCI   Business Wire — November 04, 2025

NEW YORK, NY--(BUSINESS WIRE)--Gannett Co., Inc. (“Gannett”, “we”, “us”, “our” or “the Company”) (NYSE: GCI), one of the nation's largest news publishers, today announced it will be changing its name to USA TODAY Co., Inc., effective November 18, adopting the name of its most recognized masthead, USA TODAY. The new corporate identity and name change leverages the power of the newspaper that brought America together by promoting understanding and fostering unity with a focus on being the trusted.

image for news Gannett Rebrands to USA TODAY Co.

NEW YORK, Nov. 04, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of MoonLake Immunotherapeutics (NASDAQ: MLTX) between March 10, 2024 and September 29, 2025, both dates inclusive (the “Class Period”), of the important December 15, 2025 lead plaintiff deadline.

image for news ROSEN, NATIONAL TRIAL COUNSEL, Encourages MoonLake Immunotherapeutics Investors to Secure Counsel Before Important Deadline in Securities Class Action – MLTX

Vital Farms, Inc. (VITL) Q3 2025 Earnings Call Transcript — Neutral

VITL   Seeking Alpha — November 04, 2025

Vital Farms, Inc. ( VITL ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Brian S. Shipman Russell Diez-Canseco - President, CEO & Director Thilo Wrede - CFO, Chief Accounting Officer & principal accounting officer Conference Call Participants Robert Moskow - TD Cowen, Research Division Jon Andersen - William Blair & Company L.L.C.

image for news Vital Farms, Inc. (VITL) Q3 2025 Earnings Call Transcript

NNN REIT, Inc. (NNN) Q3 2025 Earnings Call Transcript — Neutral

NNN   Seeking Alpha — November 04, 2025

NNN REIT, Inc. ( NNN ) Q3 2025 Earnings Call November 4, 2025 10:30 AM EST Company Participants Stephen Horn - President, CEO & Director Vincent Chao - Executive VP, CFO & Treasurer Conference Call Participants Keunho Byun - BofA Securities, Research Division Brad Heffern - RBC Capital Markets, Research Division Michael Goldsmith - UBS Investment Bank, Research Division William John Kilichowski - Wells Fargo Securities, LLC, Research Division Spenser Allaway - Green Street Advisors, LLC, Research Division Richard Hightower - Barclays Bank PLC, Research Division Wesley Golladay - Robert W. Baird & Co. Incorporated, Research Division Jenny Leeds - …

image for news NNN REIT, Inc. (NNN) Q3 2025 Earnings Call Transcript

InspireMD, Inc. (NSPR) Q3 2025 Earnings Call Transcript — Neutral

NSPR   Seeking Alpha — November 04, 2025

InspireMD, Inc. ( NSPR ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Marvin Slosman - President, CEO & Director Michael Lawless - Chief Financial Officer Shane Gleason - Chief Commercial Officer Conference Call Participants Webb Campbell Adam Maeder - Piper Sandler & Co., Research Division Frank Takkinen - Lake Street Capital Markets, LLC, Research Division Presentation Operator Good morning, and welcome to InspireMD Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this call is being recorded for replay purposes.

image for news InspireMD, Inc. (NSPR) Q3 2025 Earnings Call Transcript

Transportadora de Gas del Sur S.A. (TGS) Q3 2025 Earnings Call Transcript — Neutral

TGS   Seeking Alpha — November 04, 2025

Transportadora de Gas del Sur S.A. ( TGS ) Q3 2025 Earnings Call November 4, 2025 9:00 AM EST Company Participants Carlos Almagro - Head of Investor Relations Alejandro Basso - Director of Administration, Finance & Services Presentation Carlos Almagro Head of Investor Relations Good morning, everyone.

image for news Transportadora de Gas del Sur S.A. (TGS) Q3 2025 Earnings Call Transcript

AG Mortgage Investment Trust, Inc. (MITT) Q3 2025 Earnings Call Transcript — Neutral

MITT   Seeking Alpha — November 04, 2025

AG Mortgage Investment Trust, Inc. ( MITT ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Jenny Neslin - General Counsel & Secretary Thomas Durkin - President, CEO & Executive Director Nicholas Smith - Chief Investment Officer & Director Anthony Rossiello - CFO, Treasurer & Principal Accounting Officer Conference Call Participants Douglas Harter - UBS Investment Bank, Research Division Crispin Love - Piper Sandler & Co., Research Division Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Presentation Operator Good day, and thank you for standing …

image for news AG Mortgage Investment Trust, Inc. (MITT) Q3 2025 Earnings Call Transcript

JBT Marel Corporation (JBTM) Q3 2025 Earnings Call Transcript — Neutral

JBTM   Seeking Alpha — November 04, 2025

JBT Marel Corporation ( JBTM ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants Marlee Spangler - Director of Investor Relations Brian Deck - CEO & Director Matthew Meister - Executive VP & CFO Arni Sigurdsson - President Conference Call Participants Joseph Grabowski - Robert W. Baird & Co. Incorporated, Research Division Ross Sparenblek - William Blair & Company L.L.C.

image for news JBT Marel Corporation (JBTM) Q3 2025 Earnings Call Transcript

Realty Income's Q3 AFFO Beat Estimates, Revenues Rise Y/Y — Neutral

O   Zacks Investment Research — November 04, 2025

O's third-quarter 2025 results reflect a year-over-year rise in revenues. However, higher interest expenses remain a concern.

image for news Realty Income's Q3 AFFO Beat Estimates, Revenues Rise Y/Y

CrowdStrike's ARR Slowing Fast - That's About To Change — Neutral

CRWD   Seeking Alpha — November 04, 2025

I am reiterating my “buy” rating on CrowdStrike with an updated price target of $665, driven by strong Falcon platform adoption and Net New ARR growth acceleration. CrowdStrike's Falcon Flex subscription program and integrated platform strategy are fueling customer expansion and operating leverage, supporting long-term revenue growth. While the stock offers 21% upside, the recent rally has narrowed the margin of safety, warranting cautious position sizing for new and existing investors.

image for news CrowdStrike's ARR Slowing Fast - That's About To Change

VENLO, Netherlands--(BUSINESS WIRE)---- $QGEN #QIAGEN--QIAGEN N.V. (NYSE: QGEN; Frankfurt Prime Standard: QIA) today announced results for the third quarter of 2025 and reaffirmed its outlook for solid profitable growth while raising its profitability targets. QIAGEN reaffirmed its FY 2025 outlook for net sales growth of about 4-5% CER (about 5-6% CER core sales excluding divestments) and raised its adjusted diluted EPS target to about $2.38 CER (previously about $2.35 CER). QIAGEN also expects an adjusted opera.

image for news QIAGEN Exceeds Q3 2025 Outlook, Raises FY 2025 Adj. EPS Target, Announces Parse Acquisition and $500 Million Share Repurchase

Netflix in talks to license video podcasts from iHeartMedia, report says — Positive

IHRT  NFLX   TechCrunch — November 04, 2025

Netflix is reportedly in talks to license video podcasts distributed by iHeartMedia, according to Bloomberg. iHeartMedia's podcast portfolio includes shows like “The Breakfast Club,” “Las Culturistas,” “Jay Shetty Podcast,” and “Stuff You Should Know.

image for news Netflix in talks to license video podcasts from iHeartMedia, report says