PJT Partners Inc. (PJT) Q2 2025 Earnings Call Transcript — Neutral

PJT   Seeking Alpha — July 29, 2025

PJT Partners Inc. (NYSE:PJT ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Helen Therese Meates - Chief Financial Officer Paul Jeffrey Taubman - Founder, Chairman & CEO Sharon Pearson - MD & Head of Investor & External Relations Conference Call Participants Alexander Scott Bond - Keefe, Bruyette, & Woods, Inc., Research Division Brendan James O'Brien - Wolfe Research, LLC Devin Patrick Ryan - Citizens JMP Securities, LLC, Research Division James Edwin Yaro - Goldman Sachs Group, Inc., Research Division James Francis Mitchell - Seaport Research Partners Operator Good day, everyone, and welcome to today's …

image for news PJT Partners Inc. (PJT) Q2 2025 Earnings Call Transcript

Apple Closing Store in China for the First Time Ever — Negative

AAPL   Bloomberg Technology — July 29, 2025

Apple is closing a retail store in China for the first time. Bloomberg's Tom Giles explains why it's a notable retreat for the iPhone maker.

image for news Apple Closing Store in China for the First Time Ever

Celestica Inc. (CLS) Q2 2025 Earnings Call Transcript — Neutral

CLS   Seeking Alpha — July 29, 2025

Celestica Inc. (NYSE:CLS ) Q2 2025 Earnings Conference Call July 29, 2025 8:00 AM ET Company Participants Mandeep Chawla - Chief Financial Officer Matthew P. - Corporate Participant Robert Andrew Mionis - President, CEO & Director Conference Call Participants Atif Malik - Citigroup Inc., Research Division David Vogt - UBS Investment Bank, Research Division Karl Ackerman - BNP Paribas Exane, Research Division Paul Michael Treiber - RBC Capital Markets, Research Division Robert Young - Canaccord Genuity Corp., Research Division Ruben Roy - Stifel, Nicolaus & Company, Incorporated, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Thanos Moschopoulos …

image for news Celestica Inc. (CLS) Q2 2025 Earnings Call Transcript

BEVERLY, Mass., July 29, 2025 (GLOBE NEWSWIRE) -- ATN International, Inc. (“ATN” or the “Company”) (Nasdaq: ATNI), a leading provider of digital infrastructure and communications services, announced today a change to the start time of its upcoming second quarter 2025 financial results conference call. The call will now begin at 9:00 (ET) on Friday, August 8, 2025, one hour earlier than previously scheduled. All other details remain unchanged.

image for news ATN Announces Updated Start Time for Second Quarter 2025 Financial Results Conference Call on August 8, 2025

Blackstone Executive Among 4 killed in Manhattan office shooting — Negative

BX   Bloomberg Markets and Finance — July 29, 2025

Blackstone Inc.'s Wesley LePatner, a top executive in the firm's real estate business, was killed when a gunman opened fire at the company's Manhattan headquarters. The gunman killed a total of four people then himself.

image for news Blackstone Executive Among 4 killed in Manhattan office shooting

Truist declares common and preferred stock dividends — Neutral

TFC   PRNewsWire — July 29, 2025

CHARLOTTE, N.C. , July 29, 2025 /PRNewswire/ -- The Board of Directors of Truist Financial Corporation (NYSE: TFC) declared a regular quarterly cash dividend of $0.52 per common share, payable on Sep. 2, 2025, to shareholders of record at the close of business on Aug. 8, 2025.

image for news Truist declares common and preferred stock dividends

SoFi Appeals to 'Overachievers,' CEO Says — Positive

SOFI   Bloomberg Technology — July 29, 2025

SoFi CEO Anthony Noto says the company's investment in capital-light businesses has allowed it to boost revenue and offer more appealing products. Noto discusses the company's earnings with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.

image for news SoFi Appeals to 'Overachievers,' CEO Says

Tesla: Q2 Performance Brought The Company From Bad To Worse — Negative

TSLA   Seeking Alpha — July 29, 2025

Tesla, Inc.'s Q2 2025 results show steep declines in deliveries, revenue, margins, and free cash flow, challenging the bullish investment thesis. Competition is intensifying, especially from BYD Company in Europe and China, while Tesla's production lags behind its capacity and market share erodes. TSLA stock valuation remains extremely lofty, with high P/E and P/FCF multiples unjustified by current business performance or cash flow trends.

image for news Tesla: Q2 Performance Brought The Company From Bad To Worse

2 Fintech Stocks in Focus After Earnings — Neutral

PYPL  SOFI   Schaeffers Research — July 29, 2025

Fintech giants PayPal Holdings Inc (NASDAQ:PYPL) and SoFi Technologies Inc (NASDAQ:SOFI) are fresh off the earnings confessional.

image for news 2 Fintech Stocks in Focus After Earnings

Eagle Materials Inc. (EXP) Q1 2026 Earnings Call Transcript — Neutral

EXP   Seeking Alpha — July 29, 2025

Eagle Materials Inc. (NYSE:EXP ) Q1 2026 Earnings Call July 29, 2025 8:30 AM ET Company Participants D. Craig Kesler - Executive VP of Finance & Administration and CFO Michael R.

image for news Eagle Materials Inc. (EXP) Q1 2026 Earnings Call Transcript

Neogen Corporation (NEOG) Q4 2025 Earnings Call Transcript — Neutral

NEOG   Seeking Alpha — July 29, 2025

Neogen Corporation (NASDAQ:NEOG ) Q4 2025 Earnings Conference Call July 29, 2025 8:00 AM ET Company Participants Bill Waelke - Head of Investor Relations David H. Naemura - COO & CFO John Edward Adent - President, CEO & Director Conference Call Participants Brandon Vazquez - William Blair & Company L.L.C.

image for news Neogen Corporation (NEOG) Q4 2025 Earnings Call Transcript

SiriusPoint: A Reinsurance Underdog Set For A Breakout — Positive

SPNT   Seeking Alpha — July 29, 2025

SiriusPoint has successfully executed a strategic turnaround, improving underwriting discipline and restoring profitability since 2023 despite catastrophe losses. The company's book value per share has grown 31% since Q4 2022, supporting a potential re-rating to 1.3–1.4x P/B and 30% upside. Forward P/E of 9.3 is below the industry average, indicating undervaluation if underwriting margins and net income remain stable or improve.

image for news SiriusPoint: A Reinsurance Underdog Set For A Breakout

Pune, India, July 29, 2025 (GLOBE NEWSWIRE) -- QKS Group announced today that it named NETSCOUT the 2025 technology leader in the SPARK Matrix™: Network Observability, Q3 2025.

image for news NETSCOUT Positioned as the Leader in the SPARK Matrix™: Network Observability, 2025 by QKS Group

A Golden Buying Opportunity — Positive

BAM  BEP   Seeking Alpha — July 29, 2025

The AI boom is driving markets higher, but there is still a golden buying opportunity that investors can take advantage of. We detail what this golden opportunity is. We share some specific picks that stand to benefit from this golden buying opportunity.

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Royal Caribbean Cruise Group raised its full-year guidance. Royal Caribbean reported growth in bookings during the second quarter from the prior period, especially from travelers booking closer to their departure date.

image for news Royal Caribbean lifts full-year guidance on strong cruise bookings

Stellantis N.V. (STLA) Q2 2025 Earnings Call Transcript — Neutral

STLA   Seeking Alpha — July 29, 2025

Stellantis N.V. (NYSE:STLA ) Q2 2025 Earnings Conference Call July 29, 2025 8:00 AM ET Company Participants Antonio Filosa - CEO, COO of North America American brands & Executive Director Douglas R.

image for news Stellantis N.V. (STLA) Q2 2025 Earnings Call Transcript

Alkermes plc (ALKS) Q2 2025 Earnings Call Transcript — Neutral

ALKS   Seeking Alpha — July 29, 2025

Alkermes plc (NASDAQ:ALKS ) Q2 2025 Earnings Call July 29, 2025 8:00 AM ET Company Participants Blair C. Jackson - Interim Principal Financial Officer, Executive VP, Chief Risk Officer & COO C.

image for news Alkermes plc (ALKS) Q2 2025 Earnings Call Transcript

Sarepta Therapeutics' stock was soaring Tuesday after the FDA recommended lifting the pause on the company's Duchenne muscular dystrophy drug, but analysts worry it will take time for patients and doctors to feel safe using it.

image for news Sarepta finally gets some good news: A patient death wasn't its DMD drug's fault.

Russia is expected to ignore Trump's call, so traders prepare for potential disruption of Russian oil supply.

image for news Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Soars As Trump Gives Russia 10 Days To Reach Ukraine Truce

Enterprise Financial Services Corp (NASDAQ:EFSC ) Q2 2025 Earnings Call July 29, 2025 11:30 AM ET Company Participants James Brian Lally - President, CEO & Director Keene S. Turner - Senior EVP & CFO Scott R.

image for news Enterprise Financial Services Corp (EFSC) Q2 2025 Earnings Conference Call Transcript