Danaher Corporation (DHR) Q2 2025 Earnings Call Transcript — Neutral
DHR Seeking Alpha — July 22, 2025Danaher 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.

INVESTOR ALERT: Investigation of Replimune Group, Inc. (REPL) Announced by Holzer & Holzer, LLC — Neutral
REPL GlobeNewsWire — July 22, 2025ATLANTA, 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 …

Tesla Q2 results ‘nothing to write home about' as investors focus on Robotaxi, AI strategy — Neutral
TSLA Proactive Investors — July 22, 2025Tesla 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.

WST Q2 Earnings Preview: Will the Stock's Segmental Edge Hold Up? — Positive
WST Zacks Investment Research — July 22, 2025West Pharmaceutical targets steady Q2 growth as high-value GLP-1 and SmartDose demand drives segment momentum.

RLI's Q2 Earnings Beat Estimates on Strong Net Investment Income — Neutral
RLI Zacks Investment Research — July 22, 2025RLI's quarterly results reflect higher premium earned and improved investment income, offset by escalating expenses and poor underwriting income.

IQVIA Earnings & Revenues Beat Estimates in Q2, Rise Y/Y — Positive
IQV Zacks Investment Research — July 22, 2025IQV tops second-quarter 2025 estimates, with earnings up 6.4% and revenue rising 5.5%. It cuts the 2025 EBITDA guidance.

TLT: Rate Expectations Down And Yields Up? It's All About The Term Premium — Negative
TLT Seeking Alpha — July 22, 2025The 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.

Alphabet Stock Could Snap 9-Day Win Streak Before Earnings — Neutral
GOOG GOOGL SNAP Schaeffers Research — July 22, 2025Google-parent Alphabet Inc (NASDAQ:GOOGL) will announce second-quarter results after tomorrow's close.

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%.

TSMC just hit a $1 trillion market cap. These 5 companies could be next — Positive
TSM Fast Company — July 22, 2025Last 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.

MakeMyTrip Limited (MMYT) Q1 2026 Earnings Call Transcript — Neutral
MMYT Seeking Alpha — July 22, 2025MakeMyTrip 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. …

Equifax Q2 Earnings & Revenues Surpass Estimates, Increase Y/Y — Positive
EFX Zacks Investment Research — July 22, 2025EFX 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.

Is BigBear.ai's Global Strategy the Key to Long-Term Profits? — Positive
BBAI Zacks Investment Research — July 22, 2025BigBear.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.

Why Take-Two (TTWO) is Poised to Beat Earnings Estimates Again — Positive
TTWO Zacks Investment Research — July 22, 2025Take-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.

Why Fabrinet (FN) Could Beat Earnings Estimates Again — Positive
FN Zacks Investment Research — July 22, 2025Fabrinet (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.

Why Halozyme Therapeutics (HALO) is Poised to Beat Earnings Estimates Again — Positive
HALO Zacks Investment Research — July 22, 2025Halozyme 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.

Will Coherent (COHR) Beat Estimates Again in Its Next Earnings Report? — Positive
COHR Zacks Investment Research — July 22, 2025Coherent (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.

Why American Water Works (AWK) is Poised to Beat Earnings Estimates Again — Positive
AWK Zacks Investment Research — July 22, 2025American 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.

Can Hasbro (HAS) Keep the Earnings Surprise Streak Alive? — Positive
HAS Zacks Investment Research — July 22, 2025Hasbro (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.

Will AptarGroup (ATR) Beat Estimates Again in Its Next Earnings Report? — Positive
ATR Zacks Investment Research — July 22, 2025AptarGroup (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.
