Lincoln Electric Holdings, Inc. (LECO) Q2 2025 Earnings Call Transcript — Neutral
LECO Seeking Alpha — July 31, 2025Lincoln 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.

Norwegian Cruise Stock Up Despite Q2 Earnings & Revenue Miss — Neutral
NCLH Zacks Investment Research — July 31, 2025NCLH's Q2 results benefit from strength in consumer demand, solid onboard spending and strategic growth initiatives.

Is the Options Market Predicting a Spike in Byrna Technologies Stock? — Neutral
BYRN Zacks Investment Research — July 31, 2025Investors need to pay close attention to Byrna Technologies stock based on the movements in the options market lately.

BWX Technologies to Report Q2 Results: What's in Store for the Stock? — Negative
BWXT Zacks Investment Research — July 31, 2025BWXT's Q2 sales are expected to rise 5.1%, but earnings are likely to dip as margins face pressure from rising costs.

Higher Expenses to Hurt Apollo's Q2 Earnings, AUM Growth to Aid — Negative
APO Zacks Investment Research — July 31, 2025APO's expenses are expected to have risen in Q2, but growing AUM and higher management fees could lift earnings and revenues.

Law Offices of Frank R. Cruz Encourages Flywire Corporation (FLYW) Investors To Inquire About Securities Fraud Class Action — Neutral
FLYW Business Wire — July 31, 2025LOS ANGELES--(BUSINESS WIRE)--Law Offices of Frank R. Cruz Encourages Flywire Corporation (FLYW) Investors To Inquire About Securities Fraud Class Action.

Here's How Much Traders Expect Apple Stock To Move After Earnings Today — Neutral
AAPL Investopedia — July 31, 2025Apple (AAPL) is scheduled to report quarterly earnings after the closing bell today, with traders anticipating a sizable move from the iPhone maker's stock.

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.

Roblox Stock Sets Record High on Strong Bookings, User Numbers — Positive
RBLX Investopedia — July 31, 2025Shares 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.

Arm Holdings Stock Sinks Amid Soft Profit Forecast, Firm May Make Own Chips — Negative
ARM Investopedia — July 31, 2025U.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.

Qualcomm Stock Slips as Some Revenue Growth Disappoints — Negative
QCOM Investopedia — July 31, 2025Qualcomm (QCOM) shares fell Thursday, a day after the company reported results for its fiscal third quarter.

Carvana Stock Hits All-Time High on Record Retail Sales — Positive
CVNA Investopedia — July 31, 2025Shares 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.

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, 2025Jim 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.

Why Microsoft's ‘must-own' stock looks even more like a no-brainer after earnings — Positive
MSFT Market Watch — July 31, 2025Microsoft showed that it's monetizing AI and still can't meet all the demand for its cloud business.

Raymond James To Welcome New $605 Million Program with Texas Community Bank — Neutral
RJF GlobeNewsWire — July 31, 2025ST. 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.

British American Tobacco: The Market Finally Noticed, But The Big Discount Is Gone — Positive
BTI Seeking Alpha — July 31, 2025BTI'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.

Air Products and Chemicals: Q3 Shows Slow But Clear Improvement (Downgrade) — Positive
APD Seeking Alpha — July 31, 2025Air 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.

Blackbaud's Q2 Earnings Beat Estimates & Rise Y/Y, Stock Up — Positive
BLKB Zacks Investment Research — July 31, 2025BLKB tops Q2 earnings estimates, raises full-year guidance across the board, citing strong execution and resilient growth.

Compared to Estimates, Xerox (XRX) Q2 Earnings: A Look at Key Metrics — Positive
XRX Zacks Investment Research — July 31, 2025Although 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.

Here's What Key Metrics Tell Us About Cullen/Frost (CFR) Q2 Earnings — Neutral
CFR Zacks Investment Research — July 31, 2025While 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.
