American Eagle Outfitters offers a contrarian Buy for value investors, with low valuations reflecting excessive pessimism versus brand strength and long-term prospects. Recent revenue declines are sector-wide and cyclical, not unique to AEO, and do not yet threaten the brand's core value or positioning. Risks center on execution and consumer demand, but internal issues appear fixable, offering potential for asymmetric upside as performance improves.

Brown & Brown, Inc. completes the acquisition of Accession Risk Management Group — Neutral
BRO GlobeNewsWire — August 01, 2025DAYTONA BEACH, Fla., Aug. 01, 2025 (GLOBE NEWSWIRE) -- Brown & Brown, Inc. (NYSE:BRO) today announced the completion of the previously announced acquisition of RSC Topco, Inc. (“RSC” or “Accession”), the holding company for Accession Risk Management Group, Inc.

Rush Enterprises, Inc. (RUSHA) Q2 2025 Earnings Call Transcript — Neutral
RUSHA RUSHB Seeking Alpha — August 01, 2025Rush Enterprises, Inc. (NASDAQ:RUSHA ) Q2 2025 Earnings Call July 31, 2025 10:00 AM ET Company Participants Steven L. Keller - CFO & Treasurer W.

Coinbase Global Inc (NASDAQ:COIN) shares fell almost 15% on Friday after the cryptocurrency trading platform's second quarter earnings fell short of expectations on weaker-than-expected trading revenue. The company reported earnings per share of $0.12, significantly below estimates of $1.49.

CEO Tim Cook: Apple "significantly increasing" AI spend — Positive
AAPL CNBC Television — August 01, 2025CNBC's Steve Kovach joins 'Money Movers' to discuss Apple looking to significantly increase spending on AI and spending across the sector.

Eversource Energy (ES) Q2 2025 Earnings Call Transcript — Neutral
ES Seeking Alpha — August 01, 2025Eversource Energy (NYSE:ES ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants John M. Moreira - Executive VP.

Johnson Outdoors Inc. (JOUT) Q3 2025 Earnings Call Transcript — Neutral
JOUT Seeking Alpha — August 01, 2025Johnson Outdoors Inc. (NASDAQ:JOUT ) Q3 2025 Earnings Conference Call August 1, 2025 11:00 AM ET Company Participants David W. Johnson - CFO & VP Helen P.

Stocks lower on Trump's tariffs and weak July jobs report, Roblox CEO talks huge earnings report — Negative
RBLX Yahoo Finance — August 01, 2025Opening Bid anchor Brian Sozzi breaks down the latest market news for August 1, 2025. The July jobs report came in weaker than expected.

TreeHouse Foods Q2 Earnings Beat Estimates, Sales Rise Y/Y — Neutral
THS Zacks Investment Research — August 01, 2025THS's second-quarter results reflect higher sales but lower earnings amid volume declines and product recall impacts.

KB or SMFG: Which Is the Better Value Stock Right Now? — Positive
KB SMFG Zacks Investment Research — August 01, 2025Investors interested in Banks - Foreign stocks are likely familiar with KB Financial (KB) and Sumitomo Mitsui (SMFG). But which of these two stocks is more attractive to value investors?

FMC vs. CTVA: Which Stock Is the Better Value Option? — Positive
CTVA FMC Zacks Investment Research — August 01, 2025Investors interested in Agriculture - Operations stocks are likely familiar with FMC (FMC) and Corteva, Inc. (CTVA). But which of these two companies is the best option for those looking for undervalued stocks?

GEHC vs. BSX: Which Stock Is the Better Value Option? — Positive
BSX GEHC Zacks Investment Research — August 01, 2025Investors interested in Medical - Products stocks are likely familiar with GE HealthCare Technologies (GEHC) and Boston Scientific (BSX). But which of these two stocks is more attractive to value investors?

GMAB vs. ACAD: Which Stock Is the Better Value Option? — Neutral
ACAD GMAB Zacks Investment Research — August 01, 2025Investors with an interest in Medical - Biomedical and Genetics stocks have likely encountered both Genmab A/S Sponsored ADR (GMAB) and Acadia Pharmaceuticals (ACAD). But which of these two stocks offers value investors a better bang for their buck right now?

CAKE or BROS: Which Is the Better Value Stock Right Now? — Positive
BROS CAKE Zacks Investment Research — August 01, 2025Investors with an interest in Retail - Restaurants stocks have likely encountered both Cheesecake Factory (CAKE) and Dutch Bros (BROS). But which of these two stocks is more attractive to value investors?

ATGE vs. UTI: Which Stock Is the Better Value Option? — Positive
ATGE UTI Zacks Investment Research — August 01, 2025Investors interested in Schools stocks are likely familiar with Adtalem Global Education (ATGE) and Universal Technical Institute (UTI). But which of these two stocks is more attractive to value investors?

GBX or WAB: Which Is the Better Value Stock Right Now? — Neutral
GBX WAB Zacks Investment Research — August 01, 2025Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either Greenbrier Companies (GBX) or Westinghouse Air Brake Technologies (WAB). But which of these two stocks offers value investors a better bang for their buck right now?

CCL vs. ATAT: Which Stock Is the Better Value Option? — Positive
ATAT CCL Zacks Investment Research — August 01, 2025Investors interested in stocks from the Leisure and Recreation Services sector have probably already heard of Carnival (CCL) and Atour Lifestyle Holdings Limited Sponsored ADR (ATAT). But which of these two stocks is more attractive to value investors?

HDSN vs. SITE: Which Stock Is the Better Value Option? — Positive
HDSN SITE Zacks Investment Research — August 01, 2025Investors with an interest in Industrial Services stocks have likely encountered both Hudson Technologies (HDSN) and SiteOne Landscape (SITE). But which of these two stocks presents investors with the better value opportunity right now?

BYD vs. RRR: Which Stock Is the Better Value Option? — Neutral
BYD RRR Zacks Investment Research — August 01, 2025Investors interested in Gaming stocks are likely familiar with Boyd Gaming (BYD) and Red Rock Resorts (RRR). But which of these two stocks offers value investors a better bang for their buck right now?

My bull case for Palantir Technologies Inc. is now centered on the government segment after the $10 billion U.S. Army deal, as commercial growth lags outside the U.S. The commercial segment, particularly non-U.S., is underperforming when compared to the government unit, with anemic adoption in Europe. In Q1, non-U.S. commercial revenue declined 5% YOY and 11% sequentially, while non-U.S. government revenue grew 45% YOY and 2% sequentially.
