Honeywell Witnesses Rise in Defense Sales: Can the Momentum Sustain? — Positive
HON Zacks Investment Research — August 27, 2025HON's defense and space unit is surging on global demand and U.S. budget tailwinds.
MercadoLibre Expands Lending: Will Rising Risk Weigh on Profits? — Neutral
MELI Zacks Investment Research — August 27, 2025MELI's aggressive lending growth risks future profits as asset quality lags and provisioning pressures rise.
Reasons to Hold Roper Technologies in Your Portfolio Now — Positive
ROP Zacks Investment Research — August 27, 2025ROP is riding software strength and strategic acquisitions, but high costs and debt temper the outlook.
Compared to Estimates, Kohl's (KSS) Q2 Earnings: A Look at Key Metrics — Positive
KSS Zacks Investment Research — August 27, 2025Although the revenue and EPS for Kohl's (KSS) give a sense of how its business performed in the quarter ended July 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Williams-Sonoma (WSM) Reports Q2 Earnings: What Key Metrics Have to Say — Neutral
WSM Zacks Investment Research — August 27, 2025While the top- and bottom-line numbers for Williams-Sonoma (WSM) give a sense of how the business performed in the quarter ended July 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
National Advertising Division Refers Maze Therapeutics to Regulatory Authorities for Failure to Respond to Inquiry — Neutral
MAZE GlobeNewsWire — August 27, 2025Following a challenge brought by Vertex Pharmaceuticals Incorporated, BBB National Programs' National Advertising Division will refer claims made by Maze Therapeutics, Inc. to the appropriate regulatory authorities for review and possible enforcement action for failure to submit a substantive response to the National Advertising Division's (NAD) inquiry. Following a challenge brought by Vertex Pharmaceuticals Incorporated, BBB National Programs' National Advertising Division will refer claims made by Maze Therapeutics, Inc. to the appropriate regulatory authorities for review and possible enforcement action for failure to submit a substantive response to the National Advertising Division's (NAD) inquiry.
Cybersecurity's Crossroads: Can CRWD Earnings Reignite Bullish Momemntum? — Neutral
CRWD Schwab Network — August 27, 2025After Okta Inc. (OKTA) posted an earnings win and subsequent rally, now cybersecurity investors await CrowdStrike's (CRWD) report after the close on Wednesday. Marley Kayden notes the company's significant rally over the last year, even as the stock trades close to 20% off its all-time high.
L3Harris: Strategic Defense Leader With Growth Visibility And Margin Expansion — Positive
LHX Seeking Alpha — August 27, 2025L3Harris is uniquely positioned to benefit from rising defense budgets, leading in missile defense, space-based sensing, and advanced communications. Strong backlog, strategic program ramps, and Aerojet Rocketdyne integration support robust multi-year revenue and margin growth outlook. Despite a premium to peers, LHX's superior margins, diversified platform exposure, and free cash flow justify its valuation and offer upside potential.
Eggo® Unveils Three New Protein Waffle and Pancake Flavors, Expanding Its Line with the Same Great Taste Fans Love — Neutral
K PRNewsWire — August 27, 2025The only leading waffle brand with 20% of your daily value of protein, Eggo® fuels mornings with the taste everyone agrees on The First Bite: Eggo expands its protein lineup with three new flavors: Buttermilk Vanilla Protein Waffles, Vanilla Protein Pancakes and Blueberry Protein Pancakes – giving fans a wholesome, tasty way to fuel their mornings with 20% of the recommended daily value of protein in every serving. Fuel your morning without sacrificing great taste.
Large-cap stocks are at historically high valuations, increasing risk; mid-cap stocks offer better value and growth potential. Vanguard S&P Mid-Cap 400 ETF (IVOO) provides strong historical returns, broad diversification, and a low expense ratio of 0.07%. IVOO's valuation metrics are significantly more attractive than large-cap peers, with higher expected long-term earnings growth.
Champion Iron: An Undercovered Electrification Play With High Upside And Low Risk — Positive
CIA CIAFF Seeking Alpha — August 27, 2025Champion Iron is uniquely positioned to supply high-grade, DRI-quality iron ore essential to electrifying steel production, offering significant upside amid the green transition. With expansion at Bloom Lake and Kami, Champion could potentially 10X earnings and share price, making it a compelling strong buy versus iron ore majors. Risks include short-term iron ore price volatility and capital expenditure needs, but prudent management and strategic partnerships mitigate these concerns.
Starbucks vs. Dutch Bros: Which Coffee Stock is a Better Buy Now? — Positive
BROS SBUX Zacks Investment Research — August 27, 2025BROS' rapid shop growth, youth-focused brand, and rising estimates give it the edge over SBUX in the evolving coffee market.
NextEra Energy: Data Center Demand And Capacity Backlogs Set Stage For Rerating — Positive
NEE Seeking Alpha — August 27, 2025NextEra Energy is a long-term Buy, supported by stable, growing dividends and strong demand tailwinds from data centers and tech customers. Debt concerns are overstated; the company's conservative debt structure and high coverage ratios support ongoing growth initiatives and dividend increases. Dividend yield is approaching 3%, with management guiding for 10% annual growth through 2026, backed by a 30-year history of increases.
Veracyte Announces New Study Published in Cell Shows that Decipher Prostate Test Predicts Chemotherapy Benefit in Patients with Metastatic Prostate Cancer — Neutral
VCYT Business Wire — August 27, 2025SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)---- $VCYT--Veracyte Announces New Study in Cell Shows that Decipher Prostate Test Predicts Chemotherapy Benefit in Patients with Metastatic Prostate Cancer.
RBC Capital Markets' Rishi Jaluria: MongoDB poised to go higher — Positive
MDB CNBC Television — August 27, 2025Rishi Jaluria, RBC Capital Markets analyst, joins CNBC's 'Squawk on the Street' to discuss the bull case for software, expectations for MongoDB, and much more.
Mastercard delivered exceptional Q2 2025 results, accelerating revenue growth to 16.8% y/y, driven by strong value-added services performance. Management raised 2025 guidance, expecting high-teens net revenue growth and maintaining high profitability. Mastercard continues to outpace Visa in revenue growth, narrowing the profitability gap as scale increases, despite Visa's larger size.
Jacobs to Expand Backlog With Multi-Year Marselis Tunnel Project — Positive
J Zacks Investment Research — August 27, 2025J to boost its infrastructure portfolio with Denmark's Tunnel project, driving backlog growth and long-term momentum.
Top 3 Equity REITs Worth Buying as Industry Prospects Improve — Positive
DEA TRNO WELL Zacks Investment Research — August 27, 2025Welltower, Terreno Realty and Easterly Government Properties stand out as the Equity Trust - Other industry is poised to gain from shifting trends and demand drivers.
Hafnia Limited (HAFN) Q2 2025 Earnings Call Transcript — Neutral
HAFN Seeking Alpha — August 27, 2025Hafnia Limited (NYSE:HAFN ) Q2 2025 Earnings Conference Call August 27, 2025 8:30 AM ET Company Participants Mikael Opstun Skov - Chief Executive Officer Perry Wouter Van Echtelt - Chief Financial Officer Soren Skibdal Winther - Vice President of Commercial Conference Call Participants Frode Morkedal - Clarksons Platou Securities, Inc., Research Division Omar Mostafa Nokta - Jefferies LLC, Research Division Operator Welcome to Hafnia's Second Quarter 2025 Financial Results Presentation. We will begin shortly.
From Startup To Superbank: Why Nu Holdings Still Has Room To Run — Positive
NU Seeking Alpha — August 27, 2025Nu Holdings delivered another stellar quarter, showcasing strong revenue growth, rising profitability, and expanding customer base across Latin America. I see Nubank as still early in its growth journey, with massive potential in the Latin American fintech market and a path to global financial leadership. Valuation remains attractive, with NU trading at under 1 PEG and a significant discount to peers like SoFi, despite superior growth and profitability.