Etsy Expects Positive GMS Growth In Q3, Analysts Raise Price Targets — Positive
ETSY Benzinga — July 31, 2025Shares of Etsy Inc ETSY tanked in early trading on Thursday after the company reported mixed second-quarter results.
People are spending less on their teeth, and this stock is plunging — Negative
ALGN Market Watch — July 31, 2025Align Technology's stock is having its worst day in more than 20 years, as people are spending less on their teeth given concerns about the economy.
Baxter International Inc. (BAX) Q2 2025 Earnings Call Transcript — Neutral
BAX Seeking Alpha — July 31, 2025Baxter International Inc. (NYSE:BAX ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Clare Trachtman - Vice President of Investor Relations David Brent Shafer - Chair & Interim CEO Heather Knight - Executive Vice President & COO Joel T. Grade - Executive VP & CFO Conference Call Participants David Harrison Roman - Goldman Sachs Group, Inc., Research Division Lawrence H.
I'm Long Qualcomm: A Cheap Stock With An Expensive Future Built In — Positive
QCOM Seeking Alpha — July 31, 2025Qualcomm Incorporated is pivoting from mobile modems to edge AI, automotive, XR, IoT, and AI PCs, targeting high-growth sectors not yet fully priced in. Despite near-term headwinds from Apple's modem exit and rising R&D, Qualcomm maintains strong margins, double-digit EPS growth, and a solid balance sheet. QCOM stock trades at a steep discount (13x forward earnings), with a combined earnings and dividend yield near 10%, offering compelling value.
Carlisle Q2 Earnings Miss Estimates, Organic Revenues Decline Y/Y — Negative
CSL Zacks Investment Research — July 31, 2025CSL misses Q2 estimates as weak construction demand hits sales, but stable roofing and buybacks support a solid 2025 outlook.
Ford Q2 Earnings Surpass Expectations, Revenues Rise Y/Y — Positive
F Zacks Investment Research — July 31, 2025F beat Q2 earnings and revenue estimates, fueled by strong Ford Pro and Model e sales despite lower profits and cash flow.
Can ZYN and IQOS Sustain Philip Morris' Smoke-Free Surge? — Neutral
PM Zacks Investment Research — July 31, 2025IQOS and ZYN power PM's smoke-free growth in Q2, now accounting for more than 40% of revenues and gross profit.
Is CVNA Stock a Buy Now After Record-Breaking Q2 Results? — Positive
CVNA Zacks Investment Research — July 31, 2025Carvana posts record second-quarter results with surging profits and unit sales, but its lofty valuation raises concern.
MP Materials' High Costs Warrant Caution: Can It Protect Margins? — Negative
MP Zacks Investment Research — July 31, 2025MP's soaring production costs amid ramp-up in separated rare earth output slash margins and deepen quarterly losses.
AB InBev CEO on Q2 earnings, international market weakness and outlook — Negative
BUD CNBC Television — July 31, 2025Michel Doukeris, AB InBev CEO, joins 'Money Movers' to discuss Q2 earnings as shares slide on lower-than-expected revenue, weakness in China and Brazil and outlook.
Press release: Online availability of Sanofi's half-year financial report for 2025 — Neutral
SNY GlobeNewsWire — July 31, 2025Online availability of Sanofi's half-year financial report for 2025 Paris, July 31, 2025. Sanofi announces that its half-year financial report for the period ending June 30, 2025 is now available and has been filed with the French market regulator Autorité des marchés financiers (AMF) and submitted to the U.S. Securities and Exchange Commission (SEC) under form 6-K.
Dow Jones: Microsoft Tops $4T Market Cap, But UnitedHealth Drop Pressures Index — Neutral
MSFT UNH FXEmpire — July 31, 2025Dow slips as UnitedHealth weighs, while Microsoft hits $4T value and fuels Nasdaq gains. Traders eye Apple and Amazon earnings later today.
SSRM's Operations at Copler Remain Suspended: Can It Achieve Growth? — Negative
SSRM Zacks Investment Research — July 31, 2025SSR Mining grapples with lost output and costs after a heap leach pad slip shuttered its key Copler mine in Turkiye.
PG&E Q2 Earnings Miss Estimates, Revenues Decline Y/Y — Negative
PCG Zacks Investment Research — July 31, 2025PCG posts Q2 EPS of 31 cents, missing estimates as revenues dip 1.5% year over year to $5.90 billion.
Howmet's Q2 Earnings & Revenues Top Estimates, Increase Y/Y — Positive
HWM Zacks Investment Research — July 31, 2025HWM beats Q2 estimates with 36% EPS growth and record margins, powered by aerospace strength and robust segment gains.
Allison to Report Q2 Earnings: What's in Store for the Stock? — Positive
ALSN Zacks Investment Research — July 31, 2025ALSN rides strong Class 8 truck demand into Q2, but rising R&D costs may weigh on profits despite solid earnings history.
Vulcan's Q2 Earnings & Revenues Miss Estimates, Both Up Y/Y — Negative
VMC Zacks Investment Research — July 31, 2025VMC posts Q2 revenue and earnings growth despite volume declines, but misses estimates; stock dips as shipment weakness weighs.
eBay Q2 Earnings Beat Estimates, Revenues Increase Y/Y, Stock Gains — Positive
EBAY Zacks Investment Research — July 31, 2025EBAY tops Q2 earnings and revenue estimates, with strong GMV and ad growth lifting shares 37.5% YTD.
Top Senate Democrat criticizes Union Pacific deal to buy Norfolk Southern — Negative
NSC UNP Reuters — July 31, 2025Senate Democratic Leader Chuck Schumer criticized Union Pacific's plan to acquire Norfolk Southern in a $85 billion deal to create the first U.S. coast-to-coast freight rail operator.
Xcel Energy Inc. (NASDAQ:XEL ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Brian J. Van Abel - Executive VP & CFO Robert C.
