Lincoln Electric Holdings, Inc. (LECO) Q2 2025 Earnings Call Transcript — Neutral

LECO   Seeking Alpha — July 31, 2025

Lincoln Electric Holdings, Inc. (NASDAQ:LECO ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Amanda H. Butler - Vice President of Investor Relations & Communications Gabriel Bruno - Executive VP, CFO & Treasurer Steven B.

image for news Lincoln Electric Holdings, Inc. (LECO) Q2 2025 Earnings Call Transcript

Norwegian Cruise Stock Up Despite Q2 Earnings & Revenue Miss — Neutral

NCLH   Zacks Investment Research — July 31, 2025

NCLH's Q2 results benefit from strength in consumer demand, solid onboard spending and strategic growth initiatives.

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Is the Options Market Predicting a Spike in Byrna Technologies Stock? — Neutral

BYRN   Zacks Investment Research — July 31, 2025

Investors need to pay close attention to Byrna Technologies stock based on the movements in the options market lately.

image for news Is the Options Market Predicting a Spike in Byrna Technologies Stock?

BWX Technologies to Report Q2 Results: What's in Store for the Stock? — Negative

BWXT   Zacks Investment Research — July 31, 2025

BWXT's Q2 sales are expected to rise 5.1%, but earnings are likely to dip as margins face pressure from rising costs.

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Higher Expenses to Hurt Apollo's Q2 Earnings, AUM Growth to Aid — Negative

APO   Zacks Investment Research — July 31, 2025

APO's expenses are expected to have risen in Q2, but growing AUM and higher management fees could lift earnings and revenues.

image for news Higher Expenses to Hurt Apollo's Q2 Earnings, AUM Growth to Aid

LOS ANGELES--(BUSINESS WIRE)--Law Offices of Frank R. Cruz Encourages Flywire Corporation (FLYW) Investors To Inquire About Securities Fraud Class Action.

image for news Law Offices of Frank R. Cruz Encourages Flywire Corporation (FLYW) Investors To Inquire About Securities Fraud Class Action

Apple (AAPL) is scheduled to report quarterly earnings after the closing bell today, with traders anticipating a sizable move from the iPhone maker's stock.

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What Analysts Think of Apple Stock Ahead of Earnings — Neutral

AAPL   Investopedia — July 31, 2025

Apple (AAPL) is scheduled to report fiscal third-quarter results after the closing bell Thursday, with analysts largely bullish on the iPhone maker's stock despite lingering tariff concerns.

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Roblox Stock Sets Record High on Strong Bookings, User Numbers — Positive

RBLX   Investopedia — July 31, 2025

Shares of Roblox Corp. (RBLX) surged to a record high on Thursday after the video game maker reported higher user numbers and bookings than analysts had expected.

image for news Roblox Stock Sets Record High on Strong Bookings, User Numbers

U.S.-listed shares of Arm Holdings (ARM) fell sharply Thursday, a day after the British chip and software design firm issued a disappointing current-quarter profit projection.

image for news Arm Holdings Stock Sinks Amid Soft Profit Forecast, Firm May Make Own Chips

Qualcomm Stock Slips as Some Revenue Growth Disappoints — Negative

QCOM   Investopedia — July 31, 2025

Qualcomm (QCOM) shares fell Thursday, a day after the company reported results for its fiscal third quarter.

image for news Qualcomm Stock Slips as Some Revenue Growth Disappoints

Carvana Stock Hits All-Time High on Record Retail Sales — Positive

CVNA   Investopedia — July 31, 2025

Shares of Carvana (CVNA) skyrocketed to an all-time high Thursday when the used car retailer beat earnings and revenue expectations as it sold more retail and wholesale vehicles.

image for news Carvana Stock Hits All-Time High on Record Retail Sales

Gold weaker, silver sharply down; copper at least partly to blame — Negative

AAAU  BAR  CPER  DBP  DGL  GLD  GLDM  IAU  JJC  OUNZ  SGOL  SIL  SILJ  SIVR  SLV  SLVP  UGL   Kitco — July 31, 2025

Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.

image for news Gold weaker, silver sharply down; copper at least partly to blame

Microsoft showed that it's monetizing AI and still can't meet all the demand for its cloud business.

image for news Why Microsoft's ‘must-own' stock looks even more like a no-brainer after earnings

ST. PETERSBURG, Fla., July 31, 2025 (GLOBE NEWSWIRE) -- Raymond James Financial Institutions Division (FID) announced today that Texas Community Bank (TCB) has selected the firm's platform to enhance its financial planning and advisory offering, according to Stephen Kruchten, president of FID. With this new alignment, TCB Investments will provide clients with investment and wealth management services through Raymond James Financial Services.

image for news Raymond James To Welcome New $605 Million Program with Texas Community Bank

BTI's valuation has re-rated from deep value to closer to fair value, reducing the margin of safety and expected returns for new buyers. While still attractive and defensive, BTI is no longer the bargain it once was; I downgrade it from 'strong buy' to 'buy'. Recent results show resilient business performance, improving debt metrics, and promising growth in modern oral products, but vaping faces headwinds.

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Air Products and Chemicals, Inc. is stabilizing after a CEO change and strategic pivot, but shares remain rangebound and upside is limited in the near term. Recent results show modest improvement, with cost discipline and volume growth outside project exits, but cash flow remains pressured by high cap-ex and debt. Management's guidance is conservative; I expect APD to deliver at the top end, but meaningful transformation will take years, with true potential not reached until 2030.

image for news Air Products and Chemicals: Q3 Shows Slow But Clear Improvement (Downgrade)

Blackbaud's Q2 Earnings Beat Estimates & Rise Y/Y, Stock Up — Positive

BLKB   Zacks Investment Research — July 31, 2025

BLKB tops Q2 earnings estimates, raises full-year guidance across the board, citing strong execution and resilient growth.

image for news Blackbaud's Q2 Earnings Beat Estimates & Rise Y/Y, Stock Up

Compared to Estimates, Xerox (XRX) Q2 Earnings: A Look at Key Metrics — Positive

XRX   Zacks Investment Research — July 31, 2025

Although the revenue and EPS for Xerox (XRX) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

image for news Compared to Estimates, Xerox (XRX) Q2 Earnings: A Look at Key Metrics

Here's What Key Metrics Tell Us About Cullen/Frost (CFR) Q2 Earnings — Neutral

CFR   Zacks Investment Research — July 31, 2025

While the top- and bottom-line numbers for Cullen/Frost (CFR) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

image for news Here's What Key Metrics Tell Us About Cullen/Frost (CFR) Q2 Earnings