New Mountain Finance (NMFC) Q2 2025 Earnings Conference Call Transcript — Neutral

NMFC   Seeking Alpha — August 05, 2025

New Mountain Finance (NASDAQ:NMFC ) Q2 2025 Earnings Call August 5, 2025 10:00 AM ET Company Participants John R. Kline - President, CEO & Director Kris Eric Corbett - CFO & Treasurer Laura C.

image for news New Mountain Finance (NMFC) Q2 2025 Earnings Conference Call Transcript

Equity Residential Q2 FFO Meets Estimates, Rental Income Rises Y/Y — Positive

EQR   Zacks Investment Research — August 05, 2025

EQR posts Q2 FFO per share in line with estimates, boosts full-year outlook on higher rental income and strong occupancy.

image for news Equity Residential Q2 FFO Meets Estimates, Rental Income Rises Y/Y

Priority Technology Pre-Q2 Earnings: Buy, Sell or Hold the Stock? — Negative

PRTH   Zacks Investment Research — August 05, 2025

PRTH eyes 10% y/y revenue growth in the second quarter of 2025, but a flat earnings ESP and regulatory risks may keep investors cautious ahead.

image for news Priority Technology Pre-Q2 Earnings: Buy, Sell or Hold the Stock?

LuxExperience B.V. - Sponsored ADR (LUXE) Soars 6.1%: Is Further Upside Left in the Stock? — Positive

LUXE   Zacks Investment Research — August 05, 2025

LuxExperience B.V. - Sponsored ADR (LUXE) saw its shares surge in the last session with trading volume being higher than average.

image for news LuxExperience B.V. - Sponsored ADR (LUXE) Soars 6.1%: Is Further Upside Left in the Stock?

Viper Energy, Inc. (VNOM) Q2 2025 Earnings Call Transcript — Neutral

VNOM   Seeking Alpha — August 05, 2025

Viper Energy, Inc. (NASDAQ:VNOM ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Austen Gilfillian - President of Viper Energy Partners GP LLC Chip Seale - Corporate Participant Matthew Kaes Van't Hof - CEO & Director of Viper Energy Partners GP LLC Conference Call Participants Aaron Bilkoski - TD Cowen, Research Division Christopher Moore Baker - Evercore ISI Institutional Equities, Research Division Derrick Lee Whitfield - Texas Capital Securities, Research Division Leo Paul Mariani - ROTH Capital Partners, LLC, Research Division Neil Singhvi Mehta - Goldman Sachs Group, Inc., Research Division Paul Michael Diamond - …

image for news Viper Energy, Inc. (VNOM) Q2 2025 Earnings Call Transcript

Diamondback Energy, Inc. (NASDAQ:FANG ) Q2 2025 Earnings Call August 5, 2025 9:00 AM ET Company Participants Adam T. Lawlis - Vice President of Investor Relations Daniel N.

image for news Diamondback Energy, Inc. (FANG) Q2 2025 Earnings Conference Call Transcript

Ocular Therapeutix, Inc. (OCUL) Q2 2025 Earnings Call Transcript — Neutral

OCUL   Seeking Alpha — August 05, 2025

Ocular Therapeutix, Inc. (NASDAQ:OCUL ) Q2 2025 Earnings Call August 5, 2025 8:00 AM ET Company Participants Pravin U. Dugel - Executive Chairman, President & CEO William S.

image for news Ocular Therapeutix, Inc. (OCUL) Q2 2025 Earnings Call Transcript

CNA Financial Q2 Earnings Beat Estimates, Revenues Increase Y/Y — Positive

CNA   Zacks Investment Research — August 05, 2025

CNA posts Q2 earnings beat with $1.23 EPS and $3.4B in revenue, both exceeding consensus estimates.

image for news CNA Financial Q2 Earnings Beat Estimates, Revenues Increase Y/Y

Reinsurance Group Q2 Earnings and Revenues Miss, Premiums Rise Y/Y — Negative

RGA   Zacks Investment Research — August 05, 2025

RGA misses Q2 earnings and revenue estimates as adjusted operating EPS and net income decline year over year.

image for news Reinsurance Group Q2 Earnings and Revenues Miss, Premiums Rise Y/Y

Buy, Sell or Hold SEZL Stock? Key Tips Ahead of Q2 Earnings — Positive

SEZL   Zacks Investment Research — August 05, 2025

Sezzle's second-quarter 2025 earnings loom as its stock skyrockets 1103% y/y, but high valuation and regulatory risks cloud the outlook.

image for news Buy, Sell or Hold SEZL Stock? Key Tips Ahead of Q2 Earnings

First Watch Restaurant Group, Inc. (FWRG) Q2 2025 Earnings Call Transcript — Neutral

FWRG   Seeking Alpha — August 05, 2025

First Watch Restaurant Group, Inc. (NASDAQ:FWRG ) Q2 2025 Earnings Conference Call August 5, 2025 8:00 AM ET Company Participants Christopher A. Tomasso - CEO, President & Director Henry Melville Hope - CFO & Treasurer Matt Eisenacher - Chief Brand Officer Steven Louis Marotta - Vice President of Investor Relations Conference Call Participants Andrew Marc Barish - Jefferies LLC, Research Division Brian Hugh Mullan - Piper Sandler & Co., Research Division Brian Michael Vaccaro - Unidentified Company CGS International - Unidentified Company James Ronald Salera - Stephens Inc., Research Division Jon Michael Tower - Citigroup Inc. Exchange Research Patrick Lee …

image for news First Watch Restaurant Group, Inc. (FWRG) Q2 2025 Earnings Call Transcript

ServiceNow: Victim Of Its Own Success — Neutral

NOW   Seeking Alpha — August 05, 2025

ServiceNow's AI-driven Pro Plus Now Assist is seeing accelerated adoption, driving strong enterprise momentum with $5M+ and $20M+ ACV customers growing 19.5% and 30% YoY, respectively. Despite short-term concerns over slowing cRPO and shrinking margins from headcount growth, I see these as temporary and not detracting from the long-term story. I expect ServiceNow to deliver high-teens revenue growth and expanding margins as AI adoption explodes across enterprise use cases over the next three years.

image for news ServiceNow: Victim Of Its Own Success

Palantir: Mindblowing Performance, But Be Tactical — Positive

PLTR   Seeking Alpha — August 05, 2025

Palantir Technologies Inc. delivered blowout Q2 results, with revenue up 47.5% and EPS beating expectations, fueled by surging demand in both commercial and government segments. Customer count and deal size both exceeded forecasts, highlighting robust adoption of Palantir's AI offerings and strong momentum in U.S. commercial and government sectors. Margins and cash flow are rapidly expanding, with adjusted free cash flow up 281% year-over-year and a pristine balance sheet, despite ongoing high stock-based compensation.

image for news Palantir: Mindblowing Performance, But Be Tactical

MONSEY, N.Y., Aug. 05, 2025 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of STAAR Surgical Company (Nasdaq: STAA) (“STAAR”) to Alcon, Inc. (“Alcon”) for $28.00 per share in cash.

image for news STAA Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of STAAR Surgical to Alcon

Imunon, Inc. (IMNN) Q2 2025 Earnings Call Transcript — Neutral

IMNN   Seeking Alpha — August 05, 2025

Imunon, Inc. (NASDAQ:IMNN ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Douglas V. Faller - Chief Medical Officer Khursheed Anwer - Executive VP & Chief Scientific Officer Kimberly Graper - CFO and Principal Financial & Accounting Officer Stacy R.

image for news Imunon, Inc. (IMNN) Q2 2025 Earnings Call Transcript

Avanos Medical, Inc. (AVNS) Q2 2025 Earnings Call Transcript — Neutral

AVNS   Seeking Alpha — August 05, 2025

Avanos Medical, Inc. (NYSE:AVNS ) Q2 2025 Earnings Conference Call August 5, 2025 9:00 AM ET Company Participants David C. Pacitti - Chief Executive Officer Jason M.

image for news Avanos Medical, Inc. (AVNS) Q2 2025 Earnings Call Transcript

Crescent Energy Company (CRGY) Q2 2025 Earnings Call Transcript — Neutral

CRGY   Seeking Alpha — August 05, 2025

Crescent Energy Company (NYSE:CRGY ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Brandi Kendall - CFO, Investor Relations & Director David C. Rockecharlie - CEO & Director John Clayton Rynd - Executive Vice President of Investments Conference Call Participants Charles Arthur Meade - Johnson Rice & Company, L.L.C.

image for news Crescent Energy Company (CRGY) Q2 2025 Earnings Call Transcript

CAT Q2 Earnings Miss Estimates, Down Y/Y on Tariff-Driven Cost Surge — Negative

CAT   Zacks Investment Research — August 05, 2025

Caterpillar's Q2 earnings miss estimates as tariff costs and weaker pricing pressured margins.

image for news CAT Q2 Earnings Miss Estimates, Down Y/Y on Tariff-Driven Cost Surge

ZTS Q2 Earnings & Revenues Beat Estimates, '25 Outlook Raised — Positive

ZTS   Zacks Investment Research — August 05, 2025

Zoetis posts better-than-expected Q2 results with rising sales of pet medicines, boosting its 2025 outlook.

image for news ZTS Q2 Earnings & Revenues Beat Estimates, '25 Outlook Raised

IPG Photonics' Q2 Earnings Beat Estimates, Revenues Decline Y/Y — Positive

IPGP   Zacks Investment Research — August 05, 2025

IPGP's second-quarter 2025 results reflect lower revenues from the Materials processing segment.

image for news IPG Photonics' Q2 Earnings Beat Estimates, Revenues Decline Y/Y