Bowman Consulting:Strong Backlog, Stable Margins, But Already Priced — Positive
BWMN Seeking Alpha — August 20, 2025Bowman 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.
AppLovin: Priced For Perfection - Wait For Dip Buying Opportunity — Positive
APP Seeking Alpha — August 20, 2025AppLovin: Priced For Perfection - Wait For Dip Buying Opportunity
These Analysts Increase Their Forecasts On Amer Sports After Upbeat Q2 Results — Positive
AS Benzinga — August 20, 2025Amer Sports, Inc. AS posted better-than-expected earnings for the second quarter on Tuesday.
Here's Why Investors Should Give Golar LNG Stock a Miss Now — Negative
GLNG Zacks Investment Research — August 20, 2025GLNG struggles with rising expenses, a weak earnings outlook and global trade uncertainties pressuring performance.
Walmart (WMT) Shares Near All-Time High Ahead of Earnings — Positive
WMT Zacks Investment Research — August 20, 2025With Wall Street maintaining a bullish outlook, a positive earnings surprise could drive shares of this leading retailer higher.
4 Pollution Control Stocks to Watch on Robust Industry Trends — Positive
ATMU DCI FTEK TTEK Zacks Investment Research — August 20, 2025The 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.
AmEx Up 24.3% in a Year: But Is the Price Target Enough of a Perk? — Positive
AXP Zacks Investment Research — August 20, 2025American 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%.
Gold Fields Set to Report Q2 Earnings: Buy, Sell or Hold the Stock? — Positive
GFI Zacks Investment Research — August 20, 2025GFI is expected to report improved earnings in Q2 on higher volumes and prices, though costs rise as mines shift focus and ramp-ups continue.
Smith-Midland to Present, Host at Midwest IDEAS Investor Conference — Neutral
SMID Accesswire — August 20, 2025MIDLAND, 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.
RingCentral: Slower Growth But Still Rapid Margin Expansion — Positive
RNG Seeking Alpha — August 20, 2025RingCentral'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.
Put Traders Target Palantir Technologies Stock Selloff — Negative
PLTR TGT Schaeffers Research — August 20, 2025Palantir Technologies Inc (NASDAQ:PLTR) stock was last seen down 7.5% at $145.98 and heading for its sixth-straight daily drop.
Amazon Business Now Serves 8 Million Companies in 11 Countries — Positive
AMZN PYMNTS — August 20, 2025Amazon 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.
Two Harbors: A Costly Court Loss, But A Contrarian Play? — Negative
TWO Seeking Alpha — August 20, 2025Two 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.
Snowflake Rises 24% Year to Date: Buy, Sell or Hold the Stock? — Neutral
SNOW Zacks Investment Research — August 20, 2025SNOW's 24.7% YTD rally reflects strong execution and AI growth, but valuation and cost headwinds may test investor resolve.
Honeywell's Industrial Automation Unit Hit by Weak Sales: Recovery Ahead? — Neutral
HON Zacks Investment Research — August 20, 2025HON's Industrial Automation sales slid in Q2 2025, but strength in aerospace and building automation offers support.
WOOF Investors Have the Opportunity to Lead the Petco Securities Fraud Lawsuit with Faruqi & Faruqi, LLP — Neutral
WOOF GlobeNewsWire — August 20, 2025Faruqi & 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
TJX Stock Hits All-Time High After Q2 Earnings Beat — Positive
TJX Schaeffers Research — August 20, 2025Shares 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.
Futu Holdings Limited (FUTU) Q2 2025 Earnings Call Transcript — Neutral
FUTU Seeking Alpha — August 20, 2025Futu 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.
Halliburton Secures Well Stimulation Contract for North Sea Project — Neutral
HAL Zacks Investment Research — August 20, 2025HAL lands a five-year deal with COP to deliver advanced well stimulation services in the North Sea.
TotalEnergies Boosts Clean Energy Goals With Solarized Vietnam Plant — Positive
TTE Zacks Investment Research — August 20, 2025TTE solarizes its Vietnam lubricants plant with PV and battery storage, cutting CO??? emissions and boosting energy efficiency.