Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Cadence (CADE), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.

Get a deeper insight into the potential performance of Wyndham (WH) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Evaluate the expected performance of AutoNation (AN) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Besides Wall Street's top-and-bottom-line estimates for Ryder (R), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.

Besides Wall Street's top-and-bottom-line estimates for First Citizens (FCNCA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Prosperity Bancshares (PB), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.

Evaluate the expected performance of Ovintiv (OVV) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Booz Allen (BAH), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.

ByTrefis Team,

ByTrefis Team,

Funding from Department for Transport to advance two commercial-scale plants in the UK Funding from Department for Transport to advance two commercial-scale plants in the UK

ZION jumps 4.4% after Q2 EPS beats estimates by 21%, fueled by higher NII, fee income and a provision benefit.

Paccar (PCAR) came out with quarterly earnings of $1.37 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $2.13 per share a year ago.

SMH's top holdings—NVDA, TSM, and AVGO—face production, geopolitical, and legal headwinds, making near-term growth prospects uncertain. Valuation metrics show significant P/S multiple expansion across top holdings, signaling the fund is overvalued after a rapid run-up. High concentration risk exists, with the top 3 stocks comprising over 40% of SMH, amplifying potential downside if leaders falter.

Shares of Rivian Automotive (NASDAQ:RIVN) surged 9.83% over the past five trading sessions on news that the EV maker is continuing work on its Georgia plant, which is slated to open in 2028.

General Motors Company (NYSE:GM) shares fell almost 7% after the automaker reported a drop in profit for the second quarter due to new global tariffs. The company reported adjusted earnings before interest and taxes (EBIT) of $3 billion, down from $4.4 billion in the same period last year, attributed to a net tariff impact of $1.1 billion.

ByTrefis Team,

Novo Nordisk holds 72% international and 50%+ U.S. market share in GLP-1 treatments, serving 46 million patients globally. Obesity drug sales surged 65% YoY in Q1-FY25, driving total revenue growth of 18% and free cash flow of $1.38 billion. The company projects FY25 free cash flow between $8.14–$9.59 billion, supported by 48.43% EBIT margins and expanding manufacturing capacity.

Unilever's transformation—simplified structure, focused leadership, and strategic spinoffs—positions it to finally break out of a near decade-long stagnation. Core strengths remain unmatched: global distribution reach and powerful brands, especially in emerging markets, support long-term growth potential. New CEO Fernandez brings operational discipline, prioritizing gross margin and hard-currency EPS growth, with executive incentives aligned to these goals.

A supercycle has emerged in what I call the advanced battery space, constituted by four stocks: QuantumScape, Solid Power, Inc., Amprius Technologies, Inc., and SES AI. A trifecta is in play: speculative disruptors with near term catalysts, a sustained rise in volume, and strong market conditions are driving the rally. I'm leaning on Solid Power and Amprius for exposure to this hype cycle, but I favor Solid Power due to its stronger cash runway and better price action.