Allegiant Q2 Earnings Surpass Estimates, Decline Year Over Year — Positive

ALGT   Zacks Investment Research — August 07, 2025

ALGT's second-quarter 2025 earnings decline year over year while revenues improve.

image for news Allegiant Q2 Earnings Surpass Estimates, Decline Year Over Year

It's been a week of wins for Eli Lilly's weight-loss drugs. In the company's second quarter earnings report on Thursday, it reported that sales of Mounjaro, its type-2 diabetes medication often used for weight loss, reached nearly $5.2 billion in revenue, up 68% from the same quarter last year and exceeding analyst estimates of $4.7 billion.

image for news Eli Lilly is giving Novo Nordisk a run for its money—so why is LLY stock still down today?

Berkshire Hathaway: Rare Misses Are Causing Short-Term Pain — Neutral

BRK-A  BRK-B   Seeking Alpha — August 07, 2025

Berkshire Hathaway Inc.'s Q2 earnings showed a 3.8% YoY operating profit decline, mainly due to one-off insurance losses from California wildfires. Despite the headline miss, core businesses like BNSF, Berkshire Hathaway Energy, and manufacturing delivered solid profit growth, supporting long-term confidence. Kraft Heinz and Occidental Petroleum remain rare missteps in Warren Buffett's portfolio, with Kraft Heinz facing headwinds from changing consumer tastes and private label competition.

image for news Berkshire Hathaway: Rare Misses Are Causing Short-Term Pain

Western Midstream Partners, LP Common Units (NYSE:WES ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants u - Corporate Participant h - Corporate Participant s - Corporate Participant Daniel Edwards Jenkins - Director of Investor Relations—Western Midstream Holdings LLC Daniel P. Holderman - Senior VP & COO of Western Midstream Holdings, LLC Jonathon E.

image for news Western Midstream Partners, LP Common Units (WES) Q2 2025 Earnings Call Transcript

Oak Valley Community Bank Announces Regional Branch Manager Hiring — Neutral

OVLY   GlobeNewsWire — August 07, 2025

OAKDALE, Calif., Aug. 07, 2025 (GLOBE NEWSWIRE) -- Oak Valley Community Bank, a wholly-owned subsidiary of Oak Valley Bancorp (NASDAQ: OVLY), announced that Twyla Brooks has joined the bank as Vice President, Regional Branch Manager. She will be based out of the new Lodi Branch, located at 31 South School Street, which is slated to open this fall.

image for news Oak Valley Community Bank Announces Regional Branch Manager Hiring

Upwork Targets Enterprise Businesses With New Acquisitions — Positive

UPWK   PYMNTS — August 07, 2025

Employment marketplace Upwork appears to be expanding beyond its freelancer-focused roots. In releasing its quarterly earnings Thursday (Aug. 7), the company announced it had acquired Bubty, a platform to help enterprises manage a range of workforce models and contract types, such as independent contractors and contingent W-2 workers.

image for news Upwork Targets Enterprise Businesses With New Acquisitions

3 Cybersecurity Stocks to Watch Amid Sector Meltdown — Negative

CRWD  FTNT  S   Schaeffers Research — August 07, 2025

Fortinet Inc (NASDAQ:FTNT) is one of the worst stocks on the Nasdaq Composite (IXIC) today, last seen down 25.9% to trade at $71.61.

image for news 3 Cybersecurity Stocks to Watch Amid Sector Meltdown

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchased Lineage, Inc. (“Lineage” or the “Company”) (NASDAQ: LINE) common stock pursuant and/or traceable to the registration statement used in connection with the Company's July 2024 initial public offering (the “IPO”). Lineage investors have until September 30, 2025 to file a lead plaintiff motion. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN LINEAGE.

image for news Law Offices of Howard G. Smith Encourages Lineage, Inc. (LINE) Investors To Inquire About Securities Fraud Class Action

Nova Ltd. (NVMI) Q2 2025 Earnings Call Transcript — Neutral

NVMI   Seeking Alpha — August 07, 2025

Nova Ltd. (NASDAQ:NVMI ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Gabriel Waisman - President & CEO Guy Kizner - Chief Financial Officer Conference Call Participants Atif Malik - Citigroup Inc., Research Division Ezra Gabriel Weener - Jefferies LLC, Research Division Matthew Patrick Prisco - Cantor Fitzgerald & Co., Research Division Michael Sebastian Mani - BofA Securities, Research Division Yu Shi - Needham & Company, LLC, Research Division Miri Segal-Scharia - MS-IR LLC Operator Welcome to the Nova Limited Second Quarter 2025 Results Conference Call. [Operator Instructions] Please note this event is being recorded.

image for news Nova Ltd. (NVMI) Q2 2025 Earnings Call Transcript

MetLife, Inc. (MET) Q2 2025 Earnings Call Transcript — Neutral

MET   Seeking Alpha — August 07, 2025

MetLife, Inc. (NYSE:MET ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants Eric Sacha Stephane Clurfain - Regional President of Latin America John Arthur Hall - Senior VP & Head of Investor Relations John Dennis McCallion - Executive VP, CFO & Head of Investment Management Lyndon Oliver - Regional President of Asia Michel Abbas Khalaf - CEO, President & Director Ramy Tadros - Regional President of U.S. Business & Head of MetLife Holdings Conference Call Participants Cave Mohaghegh Montazeri - Deutsche Bank AG, Research Division Elyse Beth Greenspan - Wells Fargo Securities, LLC, Research Division …

image for news MetLife, Inc. (MET) Q2 2025 Earnings Call Transcript

Himax Technologies, Inc. (HIMX) Q2 2025 Earnings Call Transcript — Neutral

HIMX   Seeking Alpha — August 07, 2025

Himax Technologies, Inc. (NASDAQ:HIMX ) Q2 2025 Earnings Call August 7, 2025 8:00 AM ET Company Participants Jordan Wu - Co-Founder, President, CEO & Director Karen Tiao - Head of IR/PR & Spokesperson Operator Hello, ladies and gentlemen, welcome to Himax Technologies, Incorporation Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.

image for news Himax Technologies, Inc. (HIMX) Q2 2025 Earnings Call Transcript

MBIA Inc. (MBI) Q2 2025 Earnings Call Transcript — Neutral

MBI   Seeking Alpha — August 07, 2025

MBIA Inc. (NYSE:MBI ) Q2 2025 Earnings Conference Call August 7, 2025 8:00 AM ET Company Participants Gregory R. Diamond - MD and Head of Investor & Media Relations Joseph Ralph Schachinger - Executive VP, CFO & Treasurer William Charles Fallon - CEO & Director Conference Call Participants John Adolphus Staley - Staley Capital Advisers, Inc. Paul Saunders - Hutch Capital Management LLC Thomas Patrick McJoynt-Griffith - Keefe, Bruyette, & Woods, Inc., Research Division Operator Welcome to the MBIA Inc. Second Quarter 2025 Financial Results Conference Call.

image for news MBIA Inc. (MBI) Q2 2025 Earnings Call Transcript

Gibraltar Q2 Earnings & Sales Lag Estimates, Both Rise Y/Y, Stock Down — Negative

ROCK   Zacks Investment Research — August 07, 2025

ROCK's Q2 EPS rises 11% but misses estimates, while strong M&A and infrastructure gains drive 13% revenue growth.

image for news Gibraltar Q2 Earnings & Sales Lag Estimates, Both Rise Y/Y, Stock Down

BCP Announces Sale of Stake in Brown & Root Industrial Services — Neutral

KBR   PRNewsWire — August 07, 2025

BATON ROUGE, La. , Aug. 7, 2025 /PRNewswire/ -- BCP, a services and infrastructure-focused private equity management firm, today announced that it has agreed to sell its stake in Brown & Root Industrial Services (the "Company"), a provider of non-discretionary, specialty industrial services.

image for news BCP Announces Sale of Stake in Brown & Root Industrial Services

A California jury ruled against Meta in a privacy-related lawsuit involving the alleged collection of sensitive data from Flo, a period-tracking app. The jury ruled that the plaintiffs proved that Meta violated the California Invasion of Privacy Act, according to a verdict form filed Friday in the U.S. District Court for Northern District of California.

image for news California jury rules Meta violated privacy law in case involving period-tracking app

David Risinger, Leerink Partners senior research analyst, joins 'Power Lunch' to discuss how competitive Eli Lilly's business is, what to expect by the end of the decade and much more.

image for news Leerink's Risinger on Eli Lilly downgrade: Triggered by disappointing obesity pill results

Gladstone Capital: Premium Valuation Isn't Justified By Q3 Earnings — Negative

GLAD   Seeking Alpha — August 07, 2025

I maintain a Hold rating on GLAD due to underwhelming earnings, declining NAV, and weak dividend coverage despite its attractive yield. GLAD trades at a significant premium to NAV, which I find unjustified given flat earnings, limited new investments, and modest portfolio growth. Dividend coverage is thin, with net investment income barely supporting distributions, making the payout vulnerable to negative portfolio shifts or lower rates.

image for news Gladstone Capital: Premium Valuation Isn't Justified By Q3 Earnings

British American Tobacco: A Case For Further Upside — Positive

BTI   Seeking Alpha — August 07, 2025

British American Tobacco's share price continues to rise, with support from its recent interim results. There could be even further upside ahead. H1 2025 results met expectations, with new categories showing increasing revenue and profit contributions, setting up for stronger H2 performance. Despite a slight downward revision in net income estimates, BTI's forward P/E remains attractive versus the consumer staples sector and peers.

image for news British American Tobacco: A Case For Further Upside

Key market indicators currently point to more upside for the S&P 500.

image for news How options trading in Palantir, Uber and Fortinet offers clues to the stocks' postearnings moves

Exact Sciences Corp. EXAS on Thursday reported a second-quarter 2025 EPS loss of 1 cent, up from a 9-cent loss a year ago, beating the analyst consensus loss estimate of 19 cents.

image for news Exact Sciences Dip A Chance To Buy As Freenome Deal Fortifies Future: Analyst