Wall Street sets Qualcomm stock price for the next 12 months — Neutral
QCOM Finbold — October 28, 2025Qualcomm (NASDAQ: QCOM) surprised everyone this week, disclosing new plans to enter the data center market and forging a new $1 billion partnership with Saudi Arabia's artificial intelligence (AI) company Humain.
Nvidia CEO Jensen Huang delivers keynote address in Washington, DC.
Brown & Brown Q3 Earnings & Revenues Beat Estimates, Dividend Raised — Positive
BRO Zacks Investment Research — October 28, 2025BRO's Q3 results reflect increased organic revenues, higher commission and fees, and expanded EBITDAC margin, offset by higher expenses.
Huntington to Expand South U.S. Presence With Cadence Bank Buyout — Positive
HBAN Zacks Investment Research — October 28, 2025HBAN is set to acquire Cadence Bank in a $7.4B all-stock deal, expanding its Southern footprint and elevating it into the top 10 U.S. banks by assets.
UnitedHealth Earnings Top Expectations, as Insurer Works Toward a Turnaround — Positive
UNH Investopedia — October 28, 2025America's biggest insurer is showing some signs of improvement in the health of its business, after a series of setbacks.
Microsoft gets 27% stake in OpenAI, with $250B Azure commitment — Positive
MSFT GeekWire — October 28, 2025Microsoft and OpenAI announced the long-awaited details of their new partnership agreement Tuesday morning — with concessions on both sides that keep the companies aligned but not in lockstep as they move into their next phases of AI development.
Rubrik vs. DELL: Which Data Protection Stock Has the Edge Now? — Positive
DELL RBRK Zacks Investment Research — October 28, 2025RBRK's rapid ARR growth and expanding AI security portfolio impress, but Dell Technologies' stronger earnings and valuation give it the edge in data protection.
UPS Stock Up on Q3 Earnings & Revenue Beat, Strong Q4 Sales View — Positive
UPS Zacks Investment Research — October 28, 2025UPS tops third-quarter earnings and revenue estimates, with upbeat fourth-quarter sales guidance lifting investor sentiment despite softer domestic volumes.
Should You Buy, Sell, or Hold Reddit Stock Before Q3 Earnings Release? — Positive
RDDT Zacks Investment Research — October 28, 2025RDDT's third-quarter performance is expected to have benefited from accelerating ad growth, AI-driven innovations, and global expansion.
HPE's ARR Grows 40% Organically: Is the Growth Thesis Strengthening? — Positive
HPE Zacks Investment Research — October 28, 2025Hewlett Packard Enterprise's surging ARR, fueled by private cloud AI and GreenLake growth, underscores a strengthening hybrid cloud strategy.
Bank of Hawaii Q3 Earnings Beat on Strong NII, Provisions Decline Y/Y — Positive
BOH Zacks Investment Research — October 28, 2025BOH's Q3 profit climbs on stronger net interest income, rising fees and lower credit provisions.
TULSA, Okla.--(BUSINESS WIRE)--Williams announces quarterly cash dividend.
Boeing Earnings Preview: Don't Give Up On The Aerospace Giant — Positive
BA Seeking Alpha — October 28, 2025Boeing (BA) has lost $60 in earnings per share since the two airplanes went down - the Lion Air Flight in 2018 and the Ethiopian Air Flight in March 2019. The best Boeing news lately came out of a note from Bernstein on October 20th, which noted that the FAA has allowed Boeing to raise production from 38 to 42 planes per month. The biggest positive to the Boeing story is the Administration's support of the airplane manufacturer.
Materialise NV (MTLS) Q3 2025 Earnings Call Transcript — Neutral
MTLS Seeking Alpha — October 28, 2025Materialise NV (NASDAQ:MTLS ) Q3 2025 Earnings Call October 28, 2025 8:30 AM EDT Company Participants Brigitte de Vet-Veithen - Chief Executive Officer Koen Berges - Chief Financial Officer Conference Call Participants Harriet Fried - Lippert/Heilshorn & Associates, Inc. Troy Jensen - Cantor Fitzgerald & Co., Research Division Presentation Operator Good day, and welcome to the Q3 2025 Materialise Financial Results Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.
ATI Inc. (NYSE:ATI ) Q3 2025 Earnings Call October 28, 2025 8:30 AM EDT Company Participants David Weston - Vice President of Investor Relations Kimberly Fields - President, CEO & Director Donald Newman - Executive VP of Finance & CFO Conference Call Participants Richard Safran - Seaport Research Partners Myles Walton - Wolfe Research, LLC Philip Gibbs - KeyBanc Capital Markets Inc., Research Division Gautam Khanna - TD Cowen, Research Division Andre Madrid - BTIG, LLC, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Presentation Operator Hello, and welcome, everyone, to the ATI Third Quarter 2025 Results …
Kiniksa Pharmaceuticals International, plc (KNSA) Q3 2025 Earnings Call Transcript — Neutral
KNSA Seeking Alpha — October 28, 2025Kiniksa Pharmaceuticals International, plc (NASDAQ:KNSA ) Q3 2025 Earnings Call October 28, 2025 8:30 AM EDT Company Participants Jonathan Kirshenbaum - Investor Relations Officer Sanj Patel - CEO & Chairman of the Board Ross Moat - Executive VP & Chief Commercial Officer Mark Ragosa - Senior VP & CFO John Paolini - Executive VP & Chief Medical Officer Conference Call Participants Mary Kate Davis Anupam Rama - JPMorgan Chase & Co, Research Division Jiale Song - Jefferies LLC, Research Division Eva Fortea-Verdejo - Wells Fargo Securities, LLC, Research Division Nicholas Lorusso - TD Cowen, Research Division Kyuwon Choi - Goldman …
UnitedHealth Group Incorporated (UNH) Q3 2025 Earnings Call Transcript — Neutral
UNH Seeking Alpha — October 28, 2025UnitedHealth Group Incorporated (NYSE:UNH ) Q3 2025 Earnings Call October 28, 2025 8:00 AM EDT Company Participants Stephen Hemsley - CEO & Non-Independent Non-Executive Chairman Timothy Noel - Chief Executive Officer of UnitedHealthcare Business Patrick Conway - Chief Executive Officer of Optum Rx Wayne DeVeydt - Chief Financial Officer Krista Nelson - Chief Executive Officer of UnitedHealthcare Community & State Sandeep Dadlani - Executive VP and Chief Digital & Technology Officer Robert Hunter Dan Schumacher - President Conference Call Participants Joshua Raskin - Nephron Research LLC Albert Rice - UBS Investment Bank, Research Division Justin Lake - Wolfe Research, LLC …
Incyte Corporation (INCY) Q3 2025 Earnings Call Transcript — Neutral
INCY Seeking Alpha — October 28, 2025Incyte Corporation (NASDAQ:INCY ) Q3 2025 Earnings Call October 28, 2025 8:00 AM EDT Company Participants Alexis Smith William Meury - CEO, President & Director Pablo Cagnoni - President and Head of Research & Development Thomas Tray - Principal Financial Officer, VP of Finance & Chief Accounting Officer Steven Stein - Executive VP & Chief Medical Officer Mohamed Issa - Executive Vice President & Head of U.S. Oncology Conference Call Participants Tazeen Ahmad - BofA Securities, Research Division Andrew Berens - Leerink Partners LLC, Research Division Stephen Willey - Stifel, Nicolaus & Company, Incorporated, Research Division Jay Olson - Oppenheimer …
Can Dexcom Deliver Strong Q3 Earnings on Stelo Gains and G7 Adoption? — Positive
DXCM Zacks Investment Research — October 28, 2025DXCM's Q3 results are likely to benefit from rising G7 use, early Stelo traction and expanding access across Type 2 diabetes markets.
MasTec to Post Q3 Earnings: Buy or Hold the Stock Ahead of Results? — Positive
MTZ Zacks Investment Research — October 28, 2025MTZ's third quarter is poised for solid growth backed by strong demand and a record backlog, though its steep valuation could test investor optimism.
