Cmb.Tech NV (NYSE:CMBT ) Q2 2025 Earnings Conference Call August 28, 2025 8:00 AM ET Company Participants Alexander Saverys - CEO & Member of Management Board Enya Derkinderen - Brand Manager Ludovic Saverys - CFO & Member of Management Board Conference Call Participants Axel Styrman - Kepler Cheuvreux, Research Division Kristof Samoy - KBC Securities NV, Research Division Alexander Saverys Good afternoon, and welcome to the Cmb.Tech Earnings Release for the Second Quarter of this year. My name is Alexander Saverys, and I'm joined by my colleagues, Ludovic, Joris and Enya.
Bath & Body Works shares tumble as rising costs, uncertain consumer environment weigh on profits — Negative
BBWI Proactive Investors — August 28, 2025Bath & Body Works Inc (NYSE:BBWI) shares fell almost 10% as the lifestyle retailer's second quarter earnings fell short of expectations due to rising costs amid uncertain consumer spending, and it slashed its full-year sales guidance. For Q2, EPS of $0.30 missed the Street consensus of $0.37.
Barrack, Rodos & Bacine Investigating Data Breach at Healthcare Services Group, Inc. — Neutral
HCSG GlobeNewsWire — August 28, 2025PHILADELPHIA, Aug. 28, 2025 (GLOBE NEWSWIRE) -- Barrack, Rodos & Bacine is actively investigating a data breach at Healthcare Services Group, Inc .
Dollar General's Q2 Earnings Beat & Guidance Hike Signal Strong FY25 — Positive
DG Zacks Investment Research — August 28, 2025DG tops Q2 estimates with strong sales and margin gains, lifting its FY25 outlook on resilient consumer demand.
Five Below Q2 Earnings & Sales Beat Estimates, FY25 View Raised — Positive
FIVE Zacks Investment Research — August 28, 2025FIVE's strong Q2 results and raised FY25 guidance highlight growth in sales, margins and store expansion.
Can Rigetti Computing's Margin Recover After Second-Quarter Pressure? — Positive
RGTI Zacks Investment Research — August 28, 2025RGTI's second-quarter results show shrinking revenues and margins, even as its new Cepheus-1-36Q quantum system hit key milestones.
BILL Beats on Q4 Earnings and Revenue Estimates, Authorizes Buyback — Positive
BILL Zacks Investment Research — August 28, 2025BILL's revenues and earnings beat in Q4, and payment volumes and transactions climb. The company unveils $300M buyback.
Opendoor vs. Offerpad: Which iBuyer Stock is the Smarter Buy Now? — Positive
OPAD OPEN Zacks Investment Research — August 28, 2025OPEN bets on agent-led tools, while OPAD scales asset-light services. Here's which iBuyer stock looks stronger now.
CoreWeave stock has moved above the $100 mark after Cantor Fitzgerald initiated coverage with an Overweight rating and a $116 price target, pointing to the trillion-dollar AI infrastructure opportunity. Shares are now up 160% year-to-date.
After losing nearly half its value from its 2021 highs, Pfizer stock (NYSE: PFE) now trades at about $25, presenting a potentially attractive value setup. As the company continues to adapt to a post-pandemic environment with normalized COVID-19 vaccine demand, its solid fundamentals and a compelling 6.9% dividend yield point to an interesting opportunity for long-term, risk-adjusted returns.
Dollar General Bets Big on Stores With Nearly 4,900 Projects in 2025 — Positive
DG PYMNTS — August 28, 2025Retail is being rewritten in real time as price-pressured shoppers chase value. Dollar General said during its Thursday (Aug. 28) second-quarter 2025 earnings call that its business model is finely tuned to these shifting consumer dynamics.
The Cooper Companies, Inc. (COO) Q3 2025 Earnings Call Transcript — Neutral
COO Seeking Alpha — August 28, 2025The Cooper Companies, Inc. (NASDAQ:COO ) Q3 2025 Earnings Conference Call August 27, 2025 5:00 PM ET Company Participants Albert G. White - President, CEO & Non-Independent Director Brian G.
SPX Exposure Is Fine — But Pairing It With SOXX Could Supercharge Growth — Positive
SOXX 24/7 Wall Street — August 28, 2025The S&P 500 has been delivering stellar gains over the past few years.
HPQ's Q3 Earnings Match Estimates, Revenues Increase Y/Y — Positive
HPQ Zacks Investment Research — August 28, 2025HP's Q3 earnings match estimates as revenues rise year over year, driven by Personal Systems strength despite Printing weakness.
Institutional Investors And A Contrarian Look At CNX Resources — Positive
CNX Seeking Alpha — August 28, 2025Despite recent negative earnings and bearish sentiment, I see CNX as a contrarian opportunity due to its strong institutional ownership and consistent free cash flow. CNX's low beta, robust reserves, low-cost production, and extensive midstream assets position it as a stable, defensive play with upside potential. Management stability, a long operating history, and a strategic focus on free cash flow reinforce CNX's resilience and sustained value proposition.
Keurig Dr Pepper and Disney Advertising Join Forces to Redefine the Playbook for Connected Consumer Experiences — Neutral
KDP PRNewsWire — August 28, 2025This season includes first-of-its-kind digital and broadcast activations that immerse Dr Pepper into college football culture and lead the evolution of shoppable storytelling BURLINGTON, Mass. and FRISCO, Texas , Aug. 28, 2025 /PRNewswire/ -- Keurig Dr Pepper (NASDAQ: KDP) today announced a strategic advertising collaboration with Disney Advertising that will redefine the connected consumer experience.
AVDE offers a rules-based, actively managed approach with a value and small-cap tilt, aiming for alpha over standard developed market ETFs like IEFA and VEA. Despite a large number of holdings diluting high-conviction bets, AVDE consistently delivers marginal alpha without taking on greater drawdown risk. Yield and sector allocations are broadly similar to peers, but AVDE's methodology allows for minor outperformance in certain market regimes.
Urban Outfitters Is Growing And Leveraging, But Is Not Cheap — Neutral
URBN Seeking Alpha — August 28, 2025Urban Outfitters, Inc. delivered strong Q2 results, with 11% revenue growth and improved operating margins reaching historical highs. All brands are growing, especially Urban Outfitters' turnaround, but organic brand momentum remains mixed, as seen in Google Trends data. Valuation now reflects optimism, trading at 15x earnings; future returns likely in the 10-11% range under relatively optimistic assumptions.
Ford recalls 500K vehicles over brake fluid leak that could increase risk of crash — Negative
F New York Post — August 28, 2025The rear brake hose may rupture and leak fluid, requiring more distance to stop the vehicle.
Apache Corporation Tree Grant Program Announces 2025 Recipients — Neutral
APA GlobeNewsWire — August 28, 2025This season marks the 20th anniversary of the Apache Tree Grant Program This season marks the 20th anniversary of the Apache Tree Grant Program