Bowman Consulting:Strong Backlog, Stable Margins, But Already Priced — Positive

BWMN   Seeking Alpha — August 20, 2025

Bowman Consulting benefits from strong U.S. infrastructure tailwinds, record backlog, and disciplined M&A, supporting solid growth and positive cash flow. Margins are robust for a mid-cap, but risks include labor shortages, rising costs, and potential competition from larger players targeting local contracts. Valuation is fair at 11x forward EV/EBITDA, with 2025 guidance already priced in; upside exists if margins and multiples expand, but downside if macro turns.

image for news Bowman Consulting:Strong Backlog, Stable Margins, But Already Priced

AppLovin: Priced For Perfection - Wait For Dip Buying Opportunity — Positive

APP   Seeking Alpha — August 20, 2025

AppLovin: Priced For Perfection - Wait For Dip Buying Opportunity

image for news AppLovin: Priced For Perfection - Wait For Dip Buying Opportunity

Amer Sports, Inc. AS posted better-than-expected earnings for the second quarter on Tuesday.

image for news These Analysts Increase Their Forecasts On Amer Sports After Upbeat Q2 Results

Here's Why Investors Should Give Golar LNG Stock a Miss Now — Negative

GLNG   Zacks Investment Research — August 20, 2025

GLNG struggles with rising expenses, a weak earnings outlook and global trade uncertainties pressuring performance.

image for news Here's Why Investors Should Give Golar LNG Stock a Miss Now

Walmart (WMT) Shares Near All-Time High Ahead of Earnings — Positive

WMT   Zacks Investment Research — August 20, 2025

With Wall Street maintaining a bullish outlook, a positive earnings surprise could drive shares of this leading retailer higher.

image for news Walmart (WMT) Shares Near All-Time High Ahead of Earnings

4 Pollution Control Stocks to Watch on Robust Industry Trends — Positive

ATMU  DCI  FTEK  TTEK   Zacks Investment Research — August 20, 2025

The Zacks Pollution Control industry is poised for growth on the back of healthy demand for products, driven by global initiatives to tackle greenhouse gas emissions. TTEK, DCI, ATMU and FTEK are some notable stocks in the industry.

image for news 4 Pollution Control Stocks to Watch on Robust Industry Trends

AmEx Up 24.3% in a Year: But Is the Price Target Enough of a Perk? — Positive

AXP   Zacks Investment Research — August 20, 2025

American Express Company AXP has rewarded investors handsomely, gaining 24.3% over the past year, outpacing the S&P 500's 15.6% climb and the broader industry's 14.5% rise. Still, its larger peers did even better — Visa Inc. V jumped 27.7% and Mastercard Incorporated MA rose 25.1%.

image for news AmEx Up 24.3% in a Year: But Is the Price Target Enough of a Perk?

Gold Fields Set to Report Q2 Earnings: Buy, Sell or Hold the Stock? — Positive

GFI   Zacks Investment Research — August 20, 2025

GFI is expected to report improved earnings in Q2 on higher volumes and prices, though costs rise as mines shift focus and ramp-ups continue.

image for news Gold Fields Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?

Smith-Midland to Present, Host at Midwest IDEAS Investor Conference — Neutral

SMID   Accesswire — August 20, 2025

MIDLAND, VA / ACCESS Newswire / August 20, 2025 / Smith-Midland Corporation (NASDAQ:SMID) a provider of innovative, high-quality proprietary and patented precast concrete products and systems, today announced that management will attend and host investor meetings at the Midwest IDEAS Investor Conference on Wednesday August 27, 2025, at The InterContinental in Chicago, IL. Smith-Midland's presentation is scheduled to begin at 11:30am CT.

image for news Smith-Midland to Present, Host at Midwest IDEAS Investor Conference

RingCentral: Slower Growth But Still Rapid Margin Expansion — Positive

RNG   Seeking Alpha — August 20, 2025

RingCentral's Q2 results beat expectations, with strong EBITDA growth and raised profitability and free cash flow guidance, supporting our continued BUY rating. Despite moderating revenue growth and sub-100% ARR retention, margin expansion and disciplined expense management drive improved profitability and positive operating income. AI product adoption is accelerating, contributing to future ARR recovery and providing a key growth lever as traditional UCaaS/CCaaS markets remain stable.

image for news RingCentral: Slower Growth But Still Rapid Margin Expansion

Put Traders Target Palantir Technologies Stock Selloff — Negative

PLTR  TGT   Schaeffers Research — August 20, 2025

Palantir Technologies Inc (NASDAQ:PLTR) stock was last seen down 7.5% at $145.98 and heading for its sixth-straight daily drop.

image for news Put Traders Target Palantir Technologies Stock Selloff

Amazon Business Now Serves 8 Million Companies in 11 Countries — Positive

AMZN   PYMNTS — August 20, 2025

Amazon Business now serves more than 8 million organizations globally and generates over $35 billion in annualized gross sales. As Amazon's B2B marketplace, Amazon Business offers a variety of products, tools and services designed to meet the needs of businesses of all sizes, Amazon said in a Wednesday (Aug. 20) press release.

image for news Amazon Business Now Serves 8 Million Companies in 11 Countries

Two Harbors: A Costly Court Loss, But A Contrarian Play? — Negative

TWO   Seeking Alpha — August 20, 2025

Two Harbors suffered a major legal loss in May, which created a near-term uncertainty due to a $199 million liability from its manager dispute. Dividend coverage remains weak, with recurring earnings unable to fully support payouts; further cuts are possible unless earnings rebound or funding costs drop. Core portfolio performance is stable, with MSR and Agency MBS hedging working, but high operating costs and expensive new debt weigh on returns.

image for news Two Harbors: A Costly Court Loss, But A Contrarian Play?

Snowflake Rises 24% Year to Date: Buy, Sell or Hold the Stock? — Neutral

SNOW   Zacks Investment Research — August 20, 2025

SNOW's 24.7% YTD rally reflects strong execution and AI growth, but valuation and cost headwinds may test investor resolve.

image for news Snowflake Rises 24% Year to Date: Buy, Sell or Hold the Stock?

Honeywell's Industrial Automation Unit Hit by Weak Sales: Recovery Ahead? — Neutral

HON   Zacks Investment Research — August 20, 2025

HON's Industrial Automation sales slid in Q2 2025, but strength in aerospace and building automation offers support.

image for news Honeywell's Industrial Automation Unit Hit by Weak Sales: Recovery Ahead?

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $75,000 In Petco To Contact Him Directly To Discuss Their Options

image for news WOOF Investors Have the Opportunity to Lead the Petco Securities Fraud Lawsuit with Faruqi & Faruqi, LLP

TJX Stock Hits All-Time High After Q2 Earnings Beat — Positive

TJX   Schaeffers Research — August 20, 2025

Shares of TJX Companies Inc (NYSE:TJX) were last seen up 4.9% to trade at $141.25 this morning, after the retailer's second-quarter results shot past expectations, with earnings of $1.10 on revenue of $14.4 billion.

image for news TJX Stock Hits All-Time High After Q2 Earnings Beat

Futu Holdings Limited (FUTU) Q2 2025 Earnings Call Transcript — Neutral

FUTU   Seeking Alpha — August 20, 2025

Futu Holdings Limited (NASDAQ:FUTU ) Q2 2025 Earnings Conference Call August 20, 2025 7:30 AM ET Company Participants Daniel Yuan - Chief of Staff & Head of Investor Relations Hua Li - Founder, Chairman & CEO Yu Chen - Chief Financial Officer Conference Call Participants Cheng Zhou - UBS Investment Bank, Research Division Chiyao Huang - Morgan Stanley, Research Division Emma Xu - BofA Securities, Research Division You Fan - China International Capital Corporation Limited, Research Division Yun-Yin Wang - China Renaissance, Research Division Operator Hello, ladies and gentlemen. Welcome to Futu Holdings Second Quarter 2025 Earnings Conference Call.

image for news Futu Holdings Limited (FUTU) Q2 2025 Earnings Call Transcript

Halliburton Secures Well Stimulation Contract for North Sea Project — Neutral

HAL   Zacks Investment Research — August 20, 2025

HAL lands a five-year deal with COP to deliver advanced well stimulation services in the North Sea.

image for news Halliburton Secures Well Stimulation Contract for North Sea Project

TotalEnergies Boosts Clean Energy Goals With Solarized Vietnam Plant — Positive

TTE   Zacks Investment Research — August 20, 2025

TTE solarizes its Vietnam lubricants plant with PV and battery storage, cutting CO??? emissions and boosting energy efficiency.

image for news TotalEnergies Boosts Clean Energy Goals With Solarized Vietnam Plant