Danaher Corporation (DHR) Q2 2025 Earnings Call Transcript — Neutral

DHR   Seeking Alpha — July 22, 2025

Danaher Corporation (NYSE:DHR ) Q2 2025 Earnings Conference Call July 22, 2025 8:00 AM ET Company Participants John Bedford - Vice President of Investor Relations Matthew R. McGrew - CFO & Executive VP Rainer M.

image for news Danaher Corporation (DHR) Q2 2025 Earnings Call Transcript

ATLANTA, July 22, 2025 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether Replimune Group, Inc. (“Replimune” or the “Company”) (NASDAQ: REPL) complied with federal securities laws. On July 22, 2025, Replimune announced it received a Complete Response Letter (“CRL”) from the FDA regarding the Biologics License Application (“BLA”) for RP1 (vusolimogene oderparepvec) in combination with nivolumab for the treatment of advanced melanoma. In the CRL, the FDA indicated “that the IGNYTE trial is not considered to be an adequate and well-controlled clinical investigation that provides substantial evidence of effectiveness.” Following this news, the price of the Company's stock …

image for news INVESTOR ALERT: Investigation of Replimune Group, Inc. (REPL) Announced by Holzer & Holzer, LLC

Tesla Inc (NASDAQ:TSLA) will hand down its second quarter earnings this week amid a dramatically different backdrop than just three months ago, according to Wedbush analysts. “While near-term and this quarter the numbers are nothing to write home about, we believe investors are instead focused on the AI future at Tesla with a motivated [CEO Elon] Musk back driving Tesla's future,” the firm wrote.

image for news Tesla Q2 results ‘nothing to write home about' as investors focus on Robotaxi, AI strategy

WST Q2 Earnings Preview: Will the Stock's Segmental Edge Hold Up? — Positive

WST   Zacks Investment Research — July 22, 2025

West Pharmaceutical targets steady Q2 growth as high-value GLP-1 and SmartDose demand drives segment momentum.

image for news WST Q2 Earnings Preview: Will the Stock's Segmental Edge Hold Up?

RLI's Q2 Earnings Beat Estimates on Strong Net Investment Income — Neutral

RLI   Zacks Investment Research — July 22, 2025

RLI's quarterly results reflect higher premium earned and improved investment income, offset by escalating expenses and poor underwriting income.

image for news RLI's Q2 Earnings Beat Estimates on Strong Net Investment Income

IQVIA Earnings & Revenues Beat Estimates in Q2, Rise Y/Y — Positive

IQV   Zacks Investment Research — July 22, 2025

IQV tops second-quarter 2025 estimates, with earnings up 6.4% and revenue rising 5.5%. It cuts the 2025 EBITDA guidance.

image for news IQVIA Earnings & Revenues Beat Estimates in Q2, Rise Y/Y

The TLT tracks the performance of long-term Treasury bonds, which appear to be losing their safe haven status. Recent weakness reflects the rising term premium owing to increased uncertainty over long-term interest rates. While posing a short-term risk, this rising term premium will increase long-term returns.

image for news TLT: Rate Expectations Down And Yields Up? It's All About The Term Premium

Alphabet Stock Could Snap 9-Day Win Streak Before Earnings — Neutral

GOOG  GOOGL  SNAP   Schaeffers Research — July 22, 2025

Google-parent Alphabet Inc (NASDAQ:GOOGL) will announce second-quarter results after tomorrow's close.

image for news Alphabet Stock Could Snap 9-Day Win Streak Before Earnings

Kohl's shares soar in latest meme-stock frenzy — Positive

KSS   Proactive Investors — July 22, 2025

Shares of Kohl's Corporation (NYSE:KSS) more than doubled in value on Tuesday in a stunning rally fueled by retail investor enthusiasm, surging short interest, and frenzied options trading despite no apparent news from the US department store chain. The stock jumped as much as 105% in premarket trading before opening up 87%.

image for news Kohl's shares soar in latest meme-stock frenzy

TSMC just hit a $1 trillion market cap. These 5 companies could be next — Positive

TSM   Fast Company — July 22, 2025

Last week, Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM), also known as TSMC, crossed an important psychological threshold for investors. The Taiwanese company surpassed a $1 trillion market capitalization, making it the first Asian company to do so since China's PetroChina oil and gas giant briefly achieved this milestone in 2007, notes GuruFocus.

image for news TSMC just hit a $1 trillion market cap. These 5 companies could be next

MakeMyTrip Limited (MMYT) Q1 2026 Earnings Call Transcript — Neutral

MMYT   Seeking Alpha — July 22, 2025

MakeMyTrip Limited (NASDAQ:MMYT ) Q1 2026 Earnings Conference Call July 22, 2025 7:30 AM ET Company Participants Mohit Kabra - Group CFO & Director Rajesh Magow - Co-Founder, Group CEO & Director Vipul Garg - Senior Vice President of Investor Relations Conference Call Participants Aditya Chandrasekar - UBS Investment Bank, Research Division Aditya Suresh - Macquarie Research Gaurav Rateria - Morgan Stanley, Research Division Manik Taneja - Axis Capital Limited, Research Division Manish Adukia - Goldman Sachs Group, Inc., Research Division Sachin Shrikant Salgaonkar - BofA Securities, Research Division Vijit Jain - Citigroup Inc., Research Division Vipul Garg Hello, everyone. …

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Equifax Q2 Earnings & Revenues Surpass Estimates, Increase Y/Y — Positive

EFX   Zacks Investment Research — July 22, 2025

EFX posts strong second-quarter 2025 results, with earnings up 9.9% and revenues climbing 7.7%, prompting raised outlooks for the third quarter and 2025.

image for news Equifax Q2 Earnings & Revenues Surpass Estimates, Increase Y/Y

Is BigBear.ai's Global Strategy the Key to Long-Term Profits? — Positive

BBAI   Zacks Investment Research — July 22, 2025

BigBear.ai BBAI is accelerating its global expansion strategy with a focus on turning promising international pilots into sustainable revenue generators. In first-quarter 2025, the company partnered with Smith Detection to deploy its threat detection AI with CT scanners—marking a pivotal move into overseas markets.

image for news Is BigBear.ai's Global Strategy the Key to Long-Term Profits?

Why Take-Two (TTWO) is Poised to Beat Earnings Estimates Again — Positive

TTWO   Zacks Investment Research — July 22, 2025

Take-Two (TTWO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Why Take-Two (TTWO) is Poised to Beat Earnings Estimates Again

Why Fabrinet (FN) Could Beat Earnings Estimates Again — Positive

FN   Zacks Investment Research — July 22, 2025

Fabrinet (FN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Why Fabrinet (FN) Could Beat Earnings Estimates Again

Why Halozyme Therapeutics (HALO) is Poised to Beat Earnings Estimates Again — Positive

HALO   Zacks Investment Research — July 22, 2025

Halozyme Therapeutics (HALO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Why Halozyme Therapeutics (HALO) is Poised to Beat Earnings Estimates Again

Will Coherent (COHR) Beat Estimates Again in Its Next Earnings Report? — Positive

COHR   Zacks Investment Research — July 22, 2025

Coherent (COHR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Will Coherent (COHR) Beat Estimates Again in Its Next Earnings Report?

Why American Water Works (AWK) is Poised to Beat Earnings Estimates Again — Positive

AWK   Zacks Investment Research — July 22, 2025

American Water Works (AWK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Why American Water Works (AWK) is Poised to Beat Earnings Estimates Again

Can Hasbro (HAS) Keep the Earnings Surprise Streak Alive? — Positive

HAS   Zacks Investment Research — July 22, 2025

Hasbro (HAS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Can Hasbro (HAS) Keep the Earnings Surprise Streak Alive?

Will AptarGroup (ATR) Beat Estimates Again in Its Next Earnings Report? — Positive

ATR   Zacks Investment Research — July 22, 2025

AptarGroup (ATR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Will AptarGroup (ATR) Beat Estimates Again in Its Next Earnings Report?