Cmb.Tech NV (CMBT) Q2 2025 Earnings Call Transcript — Neutral

CMBT   Seeking Alpha — August 28, 2025

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.

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Bath & 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.

image for news Bath & Body Works shares tumble as rising costs, uncertain consumer environment weigh on profits

PHILADELPHIA, Aug. 28, 2025 (GLOBE NEWSWIRE) -- Barrack, Rodos & Bacine is actively investigating a data breach at Healthcare Services Group, Inc .

image for news Barrack, Rodos & Bacine Investigating 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, 2025

DG tops Q2 estimates with strong sales and margin gains, lifting its FY25 outlook on resilient consumer demand.

image for news Dollar General's Q2 Earnings Beat & Guidance Hike Signal Strong FY25

Five Below Q2 Earnings & Sales Beat Estimates, FY25 View Raised — Positive

FIVE   Zacks Investment Research — August 28, 2025

FIVE's strong Q2 results and raised FY25 guidance highlight growth in sales, margins and store expansion.

image for news Five Below Q2 Earnings & Sales Beat Estimates, FY25 View Raised

Can Rigetti Computing's Margin Recover After Second-Quarter Pressure? — Positive

RGTI   Zacks Investment Research — August 28, 2025

RGTI's second-quarter results show shrinking revenues and margins, even as its new Cepheus-1-36Q quantum system hit key milestones.

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BILL Beats on Q4 Earnings and Revenue Estimates, Authorizes Buyback — Positive

BILL   Zacks Investment Research — August 28, 2025

BILL's revenues and earnings beat in Q4, and payment volumes and transactions climb. The company unveils $300M buyback.

image for news BILL Beats on Q4 Earnings and Revenue Estimates, Authorizes Buyback

Opendoor vs. Offerpad: Which iBuyer Stock is the Smarter Buy Now? — Positive

OPAD  OPEN   Zacks Investment Research — August 28, 2025

OPEN bets on agent-led tools, while OPAD scales asset-light services. Here's which iBuyer stock looks stronger now.

image for news Opendoor vs. Offerpad: Which iBuyer Stock is the Smarter Buy Now?

CoreWeave: CRWV Stock To $200? — Positive

CRWV   Forbes — August 28, 2025

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.

image for news CoreWeave: CRWV Stock To $200?

Pfizer: At $25 Is PFE Stock Deep Value Or A Falling Knife? — Positive

PFE   Forbes — August 28, 2025

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.

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Retail 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.

image for news Dollar General Bets Big on Stores With Nearly 4,900 Projects in 2025

The Cooper Companies, Inc. (COO) Q3 2025 Earnings Call Transcript — Neutral

COO   Seeking Alpha — August 28, 2025

The 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.

image for news The Cooper Companies, Inc. (COO) Q3 2025 Earnings Call Transcript

SPX Exposure Is Fine — But Pairing It With SOXX Could Supercharge Growth — Positive

SOXX   24/7 Wall Street — August 28, 2025

The S&P 500 has been delivering stellar gains over the past few years.

image for news SPX Exposure Is Fine — But Pairing It With SOXX Could Supercharge Growth

HPQ's Q3 Earnings Match Estimates, Revenues Increase Y/Y — Positive

HPQ   Zacks Investment Research — August 28, 2025

HP's Q3 earnings match estimates as revenues rise year over year, driven by Personal Systems strength despite Printing weakness.

image for news HPQ's Q3 Earnings Match Estimates, Revenues Increase Y/Y

Institutional Investors And A Contrarian Look At CNX Resources — Positive

CNX   Seeking Alpha — August 28, 2025

Despite 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.

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This 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.

image for news Keurig Dr Pepper and Disney Advertising Join Forces to Redefine the Playbook for Connected Consumer Experiences

AVDE: Active Alpha In Developed Markets — Positive

AVDE   Seeking Alpha — August 28, 2025

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.

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Urban Outfitters Is Growing And Leveraging, But Is Not Cheap — Neutral

URBN   Seeking Alpha — August 28, 2025

Urban 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.

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The rear brake hose may rupture and leak fluid, requiring more distance to stop the vehicle.

image for news Ford recalls 500K vehicles over brake fluid leak that could increase risk of crash

Apache Corporation Tree Grant Program Announces 2025 Recipients — Neutral

APA   GlobeNewsWire — August 28, 2025

This season marks the 20th anniversary of the Apache Tree Grant Program This season marks the 20th anniversary of the Apache Tree Grant Program

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