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@Finsee_main Finsee
Several companies have recently reported strong quarterly earnings, including General Dynamics, Garmin, AMD, and Equinox, driven by robust growth in various segments. Companies like Albemarle and ResMed have demonstrated strength in challenging markets, with Albemarle's cost management and productivity gains driving growth and ResMed's margin strength impressing despite growth deceleration. Notable mentions include IREN's transformational quarter with a landmark Microsoft deal and Natera's record growth and massive guidance raise.
Engagements: XXXXX #
- X Week XXXXXX +100%
- X Month XXXXXXX -XX%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX +0.39%
Followers: XXXXX #
- X Week XXXXX +2%
- X Month XXXXX +19%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies #4802 countries XXXX% technology brands XXXX% fashion brands XXXX% gaming XXXX% luxury brands XXXX% currencies XXXX% exchanges XXXX%
Social topic influence strong 28.31%, business 10.62%, core 10.46%, flow 5.23%, cash flow #204, mixed #1785, acquisition #767, q4 #70, q2 #31, $6753t #1775
Top accounts mentioned or mentioned by @reservadevalor @mrfeeny7 @tohjah7809 @uranium8881
Top assets mentioned Bitcoin (BTC) Data Lake (LAKE) Academy Sports and Outdoors, Inc. (ASO) Kymera Therapeutics, Inc. Common Stock (KYMR) YieldBasis (YB) Donaldson Company, Inc. (DCI) Kroger Co (KR) ServiceTitan, Inc. Class A Common Stock (TTAN) domo (DOMO) ChargePoint Holdings, Inc. (CHPT) Docusign Inc (DOCU) Victoria's Secret & Co. (VSCO) AGIX (AGX) SolanaSail (SAIL) Mind (MND) Korn Ferry (KFY) Brady Corporation (BRC) HealthEquity, Inc (HQY) BRP Inc. Common Subordinate Voting Shares (DOOO) Cooper Companies, Inc. (COO) Core & Main, Inc. (CNM)
Top Social Posts
Top posts by engagements in the last XX hours
"$KYMR earnings: Kymera Therapeutics: Strong Execution and New Partnership Extend Runway Sharpen Focus on STAT6 Kymera delivered a strong quarter of execution highlighted by positive Phase X data for its lead asset KT-621 (STAT6) that met or exceeded expectations. A new strategic partnership with Gilead and a recent equity raise have bolstered the balance sheet extending the cash runway into late 2028. This provides substantial funding through multiple key clinical readouts. The bull case is significantly strengthened by the clinical de-risking of STAT6 and external validation from the Gilead"
X Link 2025-08-11T11:15Z 5004 followers, XXX engagements
"$RLX earnings: International Expansion Drives Solid Growth But Margins Show Signs of Peaking. RLX delivered another strong quarter with revenue and profit growth handily beating last years performance. The companys focus on international markets is clearly paying off fueling a XX% YoY revenue increase. This performance is particularly impressive given the challenging regulatory environment and product transitions mentioned last quarter. For the Bulls: The top-line momentum is undeniable. A XX% YoY and X% QoQ revenue increase demonstrates strong execution. Non-GAAP operating profit grew by a"
X Link 2025-08-22T09:41Z 5009 followers, XXX engagements
"$ACI earnings: Albertsons: Solid Execution and a Massive Buyback Signal Confidence Albertsons delivered a solid quarter meeting its decelerated Q2 sales expectations while raising its full-year guidance for both sales and EPS. The results continue to be a story of strategic trade-offs: impressive growth in lower-margin digital and pharmacy channels is funding investments and driving traffic but continues to pressure gross margins. The standout news is the aggressive capital return via a $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the"
X Link 2025-10-14T11:39Z 5014 followers, XXX engagements
"$SNA earnings: Snap-on: Legal Gain Masks Flat Core Earnings Amid Segment Divergence Snap-on reported a solid headline quarter with sales growth returning and EPS beating last years figure. However a significant one-time legal settlement of $XXXX per share accounted for the entire earnings beat suggesting underlying profitability was flat year-over-year. Bulls will champion the powerful acceleration in the Repair Systems & Information (RS&I) segment which posted stellar XXX% organic growth and the stabilization in the Commercial & Industrial (C&I) segment after last quarters sharp decline."
X Link 2025-10-16T12:47Z 5005 followers, XXX engagements
"$CNS earnings: Cohen & Steers: Flow Inflection and Margin Expansion Signal a Turnaround Cohen & Steers delivered a strong quarter beating expectations on the bottom line and more importantly reversing last quarters net outflows. The return to positive flows (+233M vs. -$131M in Q2) was driven by continued strength in open-end funds validating managements commentary last quarter about a rebuilding pipeline. Impressively this top-line recovery was paired with excellent cost control leading to significant operating margin expansion. For Bulls: The flow inflection is the key headline supported by"
X Link 2025-10-17T06:55Z 5012 followers, XXX engagements
"$AVY earnings: Avery Dennison: Solid Quarter Beats Guidance but Segment Performance Diverges Avery Dennison (AVY) delivered a solid quarter beating the high end of its adjusted EPS guidance. The bull case is supported by a strong recovery in the high-growth Solutions Group driven by a rebound in Intelligent Labels and continued strong capital returns including a new acquisition. However bears will focus on the deteriorating organic sales in the larger core Materials Group and margin pressure in the growing Solutions segment. The rebound in the strategic growth areas is encouraging but"
X Link 2025-10-22T11:17Z 5002 followers, XXX engagements
"$TDY earnings: Teledyne: Strong Beat and Raise Overshadows Margin Pressure Teledyne delivered a strong quarter handily beating prior guidance and raising its full-year outlook. Record quarterly sales non-GAAP EPS and free cash flow underscore solid execution. The cautious tone from last quarter regarding a short-cycle slowdown proved unwarranted with management now citing a recovery. For bulls the strong results raised guidance and a fortress-like balance sheet (1.4x leverage) are compelling. Bears will point to decelerating organic growth contracting operating margins and a new headwind from"
X Link 2025-10-22T11:26Z 5007 followers, XXX engagements
"$KMI earnings: Natural Gas Strength Overcomes Minor Headwinds; Story Remains Firmly on Track Kinder Morgan (KMI) delivered another strong quarter reinforcing the bullish thesis centered on North American natural gas infrastructure. Results met the high bar set last quarter with adjusted EPS and EBITDA showing solid growth. The highlight was a significant positive turnaround in natural gas gathering volumes directly addressing a key concern from Q2. The balance sheet continues to strengthen evidenced by leverage ticking down to 3.9x and a credit upgrade from Fitch. Bull Case: The company is"
X Link 2025-10-22T20:27Z 5002 followers, 1090 engagements
"$URI earnings: Mixed Quarter: Revenue Raised but Margins and Cash Flow Weaken United Rentals delivered a complex third quarter. While strong demand prompted a raise in full-year revenue and capital spending guidance this was overshadowed by continued margin compression and a significant cut to the free cash flow forecast. The bull case rests on the top-line momentum and managements confidence to invest more heavily in fleet. However the bear case is more compelling this quarter pointing to deteriorating profitability particularly in the high-growth Specialty segment and slowing fleet"
X Link 2025-10-22T20:31Z 5007 followers, XXX engagements
"$CHDN earnings: Churchill Downs: HRM Bets Pay Off Driving Record Q3 While Regional Gaming Stalls Churchill Downs (CDI) reported a strong quarter driven by exceptional performance in its Live and Historical Racing segment confirming its aggressive capital deployment into Historical Racing Machines (HRMs) is yielding significant returns. Record Q3 revenue and Adjusted EBITDA were highlights showcasing powerful growth in Virginia and Kentucky. However the results were partially offset by softness in the regional Gaming segment and a notable non-cash impairment charge related to a recent"
X Link 2025-10-22T21:50Z 5003 followers, XXX engagements
"$ALLE earnings: Allegions results show strong execution with M&A amplifying solid organic performance and prompting a guidance raise. This was a very strong quarter for Allegion. Bulls will point to the double-digit revenue growth driven by continued strength in the core Americas Non-Residential business and a surprising turnaround in Americas Residential. The significant contribution from recent acquisitions is now clearly visible and the company raised its full-year outlook for reported revenue and adjusted EPS. Strong cash flow also allows for continued capital deployment. Bears may note"
X Link 2025-10-23T10:41Z 5007 followers, XXX engagements
"$WST earnings: West Pharmaceutical: Strong Quarter with Guidance Raised Again HVP and GLP-1 Fuelling Growth West delivered a strong third quarter beating its revenue and EPS guidance significantly. The core growth engine High-Value Products (HVP) Components accelerated driven by powerful demand from GLP-1 therapies and ongoing Annex X conversions. This momentum led management to raise its full-year 2025 guidance for the second consecutive quarter. Bulls will cheer the strong execution the impressive beat-and-raise and the accelerating contribution from the high-margin GLP-1 category which now"
X Link 2025-10-23T11:04Z 5009 followers, XXX engagements
"$AMBP earnings: AMP Raises Guidance Despite Volume Slowdown; Brazil a Major Drag Ardagh Metal Packaging (AMP) delivered a mixed Q3. The good news is a second consecutive raise to their full-year Adjusted EBITDA guidance landing the quarterly result at the high end of their prior forecast. This points to excellent execution on cost control and product mix. However the bad news is a sharp deceleration in volumes with global shipments turning negative year-over-year dragged down by a near-collapse in Brazil. For the bulls: The guidance raise is the key metric. Management is proving it can grow"
X Link 2025-10-23T11:22Z 5006 followers, XXX engagements
"$COUR earnings: Coursera Q3 2025: Consumer Strength & AI Push Mask Enterprise Headwinds Coursera delivered another solid quarter beating its own guidance and raising its full-year revenue outlook. The narrative of renewed execution under CEO Greg Hart is gaining traction with the larger Consumer segment (+13% YoY) firing on all cylinders driven by strong learner growth and the success of the Coursera Plus subscription model. The company is leaning heavily into the AI tailwind highlighted by a new high-profile integration directly into ChatGPT. However this strength is offset by clear weakness"
X Link 2025-10-23T20:22Z 5002 followers, 1108 engagements
"$ITW earnings: ITW: Solid Execution Delivers Record Margins Amid Tepid Growth Illinois Tool Works (ITW) delivered another quarter of impressive operational execution posting record operating margins and strong free cash flow. The company continues to successfully navigate a challenging demand environment by focusing on its internal initiatives. Bulls will point to the record XXXX% operating margin X% adjusted EPS growth and XX% increase in free cash flow as clear evidence that the ITW business model is working. The continued strength in the Automotive OEM segment is another major positive."
X Link 2025-10-24T13:29Z 5005 followers, XXX engagements
"$WELL earnings: Welltower Goes All-In with Massive UK Bet and Unprecedented Leadership Lock-up Welltower delivered another strong quarter beating and raising FFO guidance again on the back of robust Seniors Housing Operating (SHO) performance. However the in-quarter results were completely overshadowed by transformative post-quarter announcements. The company is executing a massive portfolio rotation acquiring $XX billion in assets (primarily UK seniors housing) and funding it with $X billion in dispositions (primarily a huge outpatient medical portfolio). Even more striking is a new 10-year"
X Link 2025-10-27T20:36Z 5005 followers, 1022 engagements
"$SHW earnings: Solid Quarter in a Tough Market Core Business Shows Strength Sherwin-Williams delivered a solid third quarter with results coming in at the high end of their sales guidance. The standout performance was in the core Paint Stores Group (PSG) which saw volume growth across all professional segments strongly suggesting market share gains. While the overall demand environment remains challenging (softer for longer) the company is executing well controlling costs and capitalizing on competitor instability. For the Bulls: The strength in the PSG segment is exactly what you want to"
X Link 2025-10-28T11:18Z 5005 followers, XXX engagements
"$AOS earnings: North America Strength Cant Fully Offset Chinas Drag Leading to Guidance Cut A. O. Smith reported a solid quarter with strong execution in North America driving a XX% EPS increase. However this strength was overshadowed by a guidance reduction for the full year. For the bulls: North America is performing very well. Sales grew X% and segment margin expanded by XXX basis points proving the company can successfully manage cost inflation with pricing actions. The continued strength in boilers and commercial water heaters is a significant positive. Capital returns remain robust with"
X Link 2025-10-28T11:38Z 5009 followers, XXX engagements
"$ZBRA earnings: Solid Beat and Raise Fueled by Tariff Mitigation and New Buyback Plan Zebra Technologies reported strong Q3 results that surpassed guidance on revenue margins and EPS. The company continues to demonstrate excellent execution particularly in managing U.S. import tariffs which are now a smaller headwind than previously feared. This operational strength combined with a newly announced $XXX million share repurchase program should be well-received. For the Bulls: The quarter was a clean beat-and-raise. The full-year outlook for sales and EPS was increased the negative impact from"
X Link 2025-10-28T12:13Z 5005 followers, XXX engagements
"$WPC earnings: Strong Momentum Continues with Raised Guidance and Active Capital Recycling W. P. Carey delivered another solid quarter characterized by strong execution on its capital recycling strategy. The company raised its full-year guidance for both investments and AFFO for the second consecutive quarter. Bulls will highlight the continued momentum the ability to fund accretive acquisitions with well-priced asset sales and the proactive capital management shown by tapping the ATM program for future flexibility. Bears may point to the slight sequential dip in AFFO per share (which was"
X Link 2025-10-28T20:34Z 5005 followers, XXX engagements
"$VLTO earnings: Veralto (VLTO): Solid Beat and Raise Overshadowed by Lingering Margin Pressure Veralto delivered another quarter of consistent execution beating its own EPS guidance and raising the full-year outlook. The results showcase the durability of its business model and strength in North America. However the bull case is tempered by persistent and slightly worsening margin compression in the Product Quality & Innovation (PQI) segment and a notable slowdown in Europe. For the Bulls: Beat & Raise: Q3 Adjusted EPS of $XXXX comfortably beat the high end of guidance ($0.91-$0.95). The"
X Link 2025-10-28T20:55Z 5002 followers, XXX engagements
"$WSO earnings: Watsco Q3 2025: Strong Execution in a Challenging Market The company is successfully navigating a difficult market demonstrating impressive margin control and cash generation despite declining sales. Bulls will focus on the record gross margin and massive inventory reduction proving the strength of Watscos technology and operational discipline. Bears will point to the continued revenue decline persistent SG&A growth and significant weakness in international markets questioning when top-line growth will resume. For now the bull case on long-term operational strength appears more"
X Link 2025-10-29T12:02Z 5005 followers, XXX engagements
"$CLH earnings: ES Strength Continues but Macro Headwinds Force Guidance Trim Clean Harbors delivered another quarter of impressive margin expansion in its core Environmental Services (ES) segment demonstrating strong operational execution and pricing power. However persistent softness in industrial-facing businesses and broader macroeconomic uncertainty have led to a slight reduction in the full-year EBITDA forecast. While the long-term growth drivers remain intact near-term challenges are becoming more visible. For Bulls: The core ES business is firing on all cylinders marking its 14th"
X Link 2025-10-29T12:04Z 5003 followers, XXX engagements
"Sprouts $SFM Q3 2025 Earnings - Solid Quarter But Guidance Signals a Sharp Slowdown Sprouts delivered a solid Q3 with an earnings beat but this was overshadowed by a miss on comparable sales and a significantly weaker outlook for Q4. The bull case points to strong profit execution and a new $X billion buyback. The bear case which appears more compelling for the near term focuses on the rapid deceleration in comparable sales growth. Key Points: For the Bulls: Q3 EPS of $XXXX comfortably beat the companys guidance ($1.12-$1.16). Management demonstrated good cost control and announced a new"
X Link 2025-10-29T20:50Z 5003 followers, 1731 engagements
"$MAA Q3 2025: Stable Operations Mask Underlying Weakness as Guidance is Trimmed MAA delivered a stable quarter meeting expectations on Core FFO. However this stability is supported almost entirely by strong renewal rates and low turnover masking significant pressure on new lease pricing. While management continues to message an upcoming recovery based on lower supply the negative same-store results and a slight reduction in full-year guidance suggest the challenging environment persists. The bull case relies on this future recovery but the current results give more weight to the bear case."
X Link 2025-10-29T21:19Z 5003 followers, XXX engagements
"$WEC earnings: Solid Quarter Driven by Strong Demand; Awaits Crucial Capital Plan Update This was a solid quarter for WEC with results beating the top end of their guidance. The core story remains the strong economic growth and electricity demand in their service area particularly from data centers. For bulls the strong demand growth and earnings beat are clear positives. For bears the major question of how the company will fund this massive growth without significant shareholder dilution remains unanswered until the new capital plan is released. Currently the bull case is more compelling"
X Link 2025-10-30T12:02Z 5005 followers, XXX engagements
"$WLK earnings: Westlake Q3 2025: Massive PEM Impairment Overshadows HIPs Softening Resilience This was a very tough quarter for Westlake dominated by a significant goodwill impairment that confirms deep-seated issues in the materials (PEM) segment. While the housing (HIP) segment remains profitable it is also showing signs of slowing down. The bear case is compelling as macro headwinds are now clearly visible across both segments and self-help measures may not be enough to offset them in the near term. For the bears: The $XXX million impairment in the North American Chlorovinyls business is a"
X Link 2025-10-30T12:31Z 5010 followers, XXX engagements
"$AJG earnings: Gallagher Reports Solid Quarter Overshadowed by AssuredPartners Integration Noise Arthur J. Gallagher (AJG) delivered a solid third quarter highlighted by strong top-line growth driven by the landmark acquisition of AssuredPartners (AP) which closed in August. However the initial financial contribution from AP came in significantly below recent estimates raising questions about the near-term integration. The underlying core business remains healthy with steady performance in Risk Management though Brokerage organic growth showed some deceleration. For the Bulls: The"
X Link 2025-10-30T21:29Z 5005 followers, 1074 engagements
"$AON earnings: Aon Delivers Strong Quarter with Accelerating Growth and Margin Beat Aon reported a strong third quarter showing clear momentum in its core operations. Organic growth accelerated and the company delivered a significant beat on margin expansion demonstrating effective execution of its Aon United strategy. While adjusted EPS growth slowed this was due to below-the-line items not weakness in the core business. The bull case is compelling as the results reaffirm confidence in the companys full-year targets and position it well for 2026. For the Bulls: Organic revenue growth"
X Link 2025-10-31T10:53Z 5005 followers, XXX engagements
"$GWW earnings: Solid Quarter & Improved Outlook Obscured by UK Exit This was a solid quarter for Grainger on an operational basis. The company effectively navigated the margin pressures that were a key concern last quarter leading to an improved full-year outlook for profitability and EPS. This positive core performance was overshadowed by a large non-cash impairment charge related to the decision to exit the U.K. market. For the Bulls: The key concern from Q2margin pressurehas eased. Management raised its full-year guidance for gross margin operating margin and EPS. This demonstrates strong"
X Link 2025-10-31T12:12Z 5007 followers, XXX engagements
"$HESM Q3 2025 earnings: A solid quarter overshadowed by the suspension of a key growth project. The company delivered strong operational results beating the high end of its adjusted EBITDA guidance. Shareholder returns also continued as promised with another $XXX million buyback and an increased distribution. However the surprise announcement that the Capa gas plant project is suspended and removed from future plans is a significant negative. This action cuts near-term spending but raises serious questions about the long-term growth outlook for the company under its new sponsor Chevron. 🐂 "
X Link 2025-11-03T13:07Z 5002 followers, XXX engagements
"$ALX Q3 2025 earnings: Revenue decline from vacancy masks FFO beat but a major loan default clouds the outlook. Alexander's reported a mixed quarter. Revenue and Net Income fell year-over-year primarily due to a major lease expiration. However Funds from Operations (FFO) a key metric for REITs saw a slight increase thanks to significantly lower interest expenses. The main story is the company's failure to repay a $XXX million mortgage which has now moved into restructuring talks with lenders creating significant uncertainty. 🐂 * FFO per diluted share rose to $XXXX from $XXXX a year ago"
X Link 2025-11-03T14:41Z 5006 followers, XXX engagements
"$AL Q3 2025 earnings: Solid Quarter Overshadowed by Pending Acquisition The quarter's results were solid with core rental revenues growing and the final piece of the Russia insurance recovery booked as expected. However all results are now viewed through the lens of the pending acquisition by a Sumitomo-led consortium for $XXXXX per share. This deal provides a clear endpoint for shareholders but also means the company enters a period of limited strategic flexibility with no further guidance or conference calls. 🐂 The pending all-cash acquisition at $65.00/share provides a firm valuation and"
X Link 2025-11-03T21:14Z 5002 followers, XXX engagements
"$WMB Q3 2025 earnings: Strong Project Execution Drives Growth CapEx Rises on New LNG Investment. Williams delivered another very solid quarter beating expectations with strong double-digit growth in key financial metrics. The results were driven by the successful execution of their growth plan with several major projects coming online and contributing to earnings. The company reaffirmed its full-year EBITDA guidance which was already raised last quarter. However they also announced a significant $XXX million increase in growth capital spending for 2025. This is tied to a new strategic"
X Link 2025-11-03T21:36Z 5005 followers, XXX engagements
"$EMN Q3 2025 earnings: A disciplined focus on cash cannot hide a deteriorating demand environment. Eastman delivered on its promise to generate cash by aggressively cutting inventory. However this came at the cost of lower production which hurt earnings. The adjusted EPS missed the company's informal guidance from last quarter. More importantly the outlook for the fourth quarter is significantly weaker than previously suggested reflecting growing consumer caution and ongoing destocking by customers. 🐂 Bulls will point to the strong execution on controllables. Operating cash flow was solid"
X Link 2025-11-03T21:37Z 5003 followers, XXX engagements
"$AESI Q3 2025 earnings: Tough Quarter Forces Dividend Cut but a Major Pivot to Power Emerges. Atlas reported a very challenging quarter missing its own volume forecast and posting a sharp decline in profitability. The company suspended its dividend to preserve cash for a significant and rapidly expanding opportunity in its power generation business. The near-term outlook for the core sand business remains weak. 🐂 Bulls will focus entirely on the massive expansion of the power business opportunity which has grown from XXX megawatts to a potential X gigawatts. The company is investing"
X Link 2025-11-03T21:47Z 5005 followers, XXX engagements
"$FMS Q3 2025 earnings: Strong profit growth and margin expansion overshadowed by a drop in cash flow. Fresenius Medical Care delivered a strong quarter on the profitability front with operating income growing XX% and margins expanding significantly. This demonstrates that their turnaround and cost-saving initiatives are paying off. However the positive earnings story was tempered by a notable XX% year-over-year decline in operating cash flow which the company attributed to a tough comparison from the prior year. 🐂 Bulls will celebrate the impressive XX% growth in operating income (28% at"
X Link 2025-11-04T11:20Z 5009 followers, XXX engagements
"$SWK Q3 2025 earnings: Margin recovery shows progress but soft volumes and a guidance cut raise concerns. Stanley Black & Decker delivered a mixed quarter. The company showed strong execution on its cost-cutting and pricing strategies leading to a significant improvement in gross margins. This proves their plan to fight tariff impacts is working. However the core Tools & Outdoor business saw volumes decline notably and the company trimmed its full-year profit forecast. This signals that the challenging consumer environment persists. 🐂 Bulls will focus on the impressive gross margin"
X Link 2025-11-04T11:49Z 5007 followers, XXX engagements
"$EXC Q3 2025 earnings: Solid Quarter with Strong Execution Large Load Pipeline Continues to Grow. Exelon delivered a strong quarter beating last year's results with higher earnings per share. The company's performance was driven by approved rate increases from its investments and good cost control particularly on storm-related expenses. Management confirmed they are on track to meet their full-year financial goals. The key story remains the same: steady execution in their core utility business combined with a massive and growing opportunity from new large customers like data centers. 🐂 "
X Link 2025-11-04T12:10Z 5005 followers, XXX engagements
"$HOG Q3 2025 earnings: HDFS transaction gain masks ongoing weakness in the core motorcycle business. Harley-Davidson's third-quarter results were dominated by its major financial transaction. The company finalized the deal for its financing arm (HDFS) which led to a massive one-time accounting gain and a huge reported profit per share. However looking at the actual motorcycle business the picture is less positive. Consumer demand remains soft with fewer bikes sold at retail globally. While the company shipped more bikes to dealers profitability in this core segment is getting worse. A newly"
X Link 2025-11-04T12:18Z 5002 followers, XXX engagements
"$KYMR Q3 2025 earnings: Execution on track ahead of key data catalyst. Kymera delivered a clean quarter focused on execution. The company is successfully advancing its lead drug KT-621 for immune diseases. They finished enrolling patients in a key early study and have already started the next larger study. Their financial position remains very strong with enough cash to last into late 2028. All eyes are now on the clinical data expected next month. 🐂 : The company is doing exactly what it promised. They hit all their clinical milestones for the lead asset KT-621 removing any timeline risk."
X Link 2025-11-04T12:26Z 5003 followers, XXX engagements
"$SWKS Q4 2025 earnings: A strong beat overshadowed by a surprisingly weak mobile forecast. Skyworks delivered solid results for its fourth quarter surpassing its own revenue and earnings guidance. The beat was driven by continued strength in their Broad Markets segment and healthy mobile demand in the quarter. However the outlook for the next quarter (Q1 2026) is disappointing. The company expects a significant sequential drop in its Mobile business which is their largest segment. This weak forecast raises questions about near-term demand and is likely to weigh on sentiment despite the good"
X Link 2025-11-04T21:20Z 5007 followers, XXX engagements
"$AES Q3 2025 earnings: Steady Execution and Reaffirmed Guidance Mask a Slowdown in New Contracts. The company delivered a solid quarter driven by strong execution in its renewables business bringing new projects online as planned. Management confidently reaffirmed all full-year and long-term financial targets signaling that the business is performing as expected. However the pace of new contract signings slowed significantly this quarter leading to a slight reduction in the overall project backlog. 🐂 : Bulls will praise the strong operational execution with XXX GW of new projects completed"
X Link 2025-11-04T21:33Z 5005 followers, XXX engagements
"$GPOR Q3 2025 earnings: Inventory Expansion and Proactive Spending Overshadow a Solid Quarter. Gulfport delivered a strong quarter with production and cash flow beating expectations. However the main story is a massive low-cost expansion of its drilling inventory which significantly extends the company's future development runway. This is paired with a clear commitment to shareholder returns and a proactive decision to spend more capital now to de-risk production in early 2026. 🐂 : The company added years of high-quality drilling inventory at minimal cost by expanding its Marcellus footprint"
X Link 2025-11-04T22:13Z 5002 followers, XXX engagements
"$WTRG Q3 2025 earnings: Merger with American Water Steals the Spotlight from Solid Operating Results. Essential Utilities reported a strong quarter beating last year's earnings per share and making significant progress on its data center strategy. However the operational results were completely overshadowed by the massive announcement of an all-stock merger with American Water Works. This deal if approved will create a dominant U.S. water utility. All focus now shifts to merger execution and regulatory approvals. 🐂 : The merger with American Water is a game-changer creating an industry"
X Link 2025-11-04T23:13Z 5010 followers, XXX engagements
"$TRGP Q3 2025 earnings: A strong operational beat and a major boost to shareholder returns. Targa delivered an impressive quarter with record volumes across its key segments leading to a significant earnings beat. The company raised its full-year guidance and most notably announced plans for a substantial XX% dividend increase in 2026 signaling strong confidence in future cash flow. 🐂 : The results show powerful momentum. Record Permian NGL transportation and fractionation volumes drove a XX% sequential increase in adjusted EBITDA. The company raised its 2025 EBITDA forecast to the high end"
X Link 2025-11-05T11:26Z 5007 followers, XXX engagements
"$ZBH Q3 2025 earnings: U.S. business accelerates as planned but new international weakness tempers the outlook. The quarter showed that the company's core strategy is working. Strong execution in the U.S. driven by new products delivered an impressive performance and a clear acceleration from the first half of the year. However this strength was partially offset by unexpected weakness in some international markets which emerged late in the quarter and led management to trim the top end of their organic growth forecast for the full year. 🐂 : The U.S. business is firing on all cylinders"
X Link 2025-11-05T11:39Z 5005 followers, XXX engagements
"$SMG Q4 2025 earnings: Margin Expansion and Deleveraging Delivered Guidance Points to a Steady Grind Higher. The company successfully finished its fiscal year by delivering on its key promises. The main story is the significant improvement in profitability driven by cost-cutting and efficiencies. This led to better-than-expected earnings and strong cash flow which was used to pay down debt. While the core U.S. business shows healthy consumer demand in terms of units sold this isn't translating into strong sales dollar growth yet. The guidance for next year suggests more of the same: slow"
X Link 2025-11-05T13:01Z 5005 followers, XXX engagements
"$PAA Q3 2025 earnings: A major strategic pivot to a pure-play crude provider with the acquisition of EPIC. The company delivered a solid if uneventful quarter operationally. The main story is the significant strategic progress. Plains is acquiring XXX% of the EPIC crude pipeline a major move that solidifies its Permian position and simplifies its corporate structure. This acquisition combined with the pending sale of the Canadian NGL business transforms PAA into a more focused easier-to-understand crude oil midstream company. Guidance was slightly tightened upwards reflecting stability and"
X Link 2025-11-05T14:07Z 5007 followers, XXX engagements
"$MCK Q2 2026 earnings: Strong execution drives beat and raise oncology segment shines. McKesson delivered a very strong second quarter with impressive growth in both revenue and earnings. The results show continued momentum from the first quarter. The company raised its full-year profit forecast for the second time this year signaling strong confidence in its business outlook. The core pharmaceutical distribution business remains solid but the star of the quarter was the Oncology & Multispecialty segment which grew profits dramatically aided by recent acquisitions. Strong cash generation"
X Link 2025-11-05T21:21Z 5005 followers, XXX engagements
"$KVYO Q3 2025 earnings: A solid quarter overshadowed by a decelerating Q4 outlook. Klaviyo delivered strong results beating its own revenue and profitability forecasts for the third quarter. The company continues to successfully move upmarket and expand internationally. The big strategic news is the official launch of their new customer service product suite. However this good news is tempered by guidance for the fourth quarter that points to a significant slowdown in growth. 🐂 : The company continues to execute well. Revenue growth of XX% beat their guidance and they raised the full-year"
X Link 2025-11-05T21:23Z 5007 followers, 1088 engagements
"$AMCR Q1 2026 earnings: Synergies deliver a solid quarter despite persistent volume weakness. The first full quarter with the newly acquired Berry business shows the strategy is working. Earnings per share (EPS) came in strong beating the midpoint of their guidance driven by excellent progress on cost savings (synergies) from the merger. However the underlying business demand remains weak with volumes declining at a similar pace to the previous quarter. The company maintained its full-year forecast signaling confidence that the self-help from the integration will be enough to deliver strong"
X Link 2025-11-05T21:59Z 5006 followers, XXX engagements
"$APA Q3 2025 earnings: Execution momentum continues with strong production and accelerated cost savings. APA delivered a very strong quarter building on the progress from last period. The company produced more oil and gas than expected in all of its regions while spending less capital. A major highlight is the acceleration of its cost-cutting plan. APA now expects to hit its long-term savings goal two full years ahead of schedule and has already set a new higher target for 2026. The company also continued to strengthen its financial position by paying down a significant amount of debt. 🐂 :"
X Link 2025-11-05T22:26Z 5005 followers, XXX engagements
"$ACHC Q3 2025 earnings: Guidance cut and COO departs amidst persistent pressures company pivots to free cash flow. Acadia's third quarter results were challenging. The company missed revenue and earnings expectations leading to a significant reduction in its full-year guidance. Problems from the previous quarter like weak Medicaid volumes have continued and are now joined by new issues including rising bad debt payment denials and general rate pressure. In response management is taking clear action by sharply cutting planned 2026 capital spending to improve cash flow. However the unexpected"
X Link 2025-11-05T23:21Z 5005 followers, XXX engagements
"$RAMP Q2 2026 earnings: A solid beat and encouraging ARR acceleration are clouded by slowing core subscription growth. The company delivered results that were better than their own forecast for the second quarter. The key positive signal is the acceleration in Annualized Recurring Revenue (ARR) which suggests future subscription growth could improve. However current subscription revenue growth slowed down considerably which is a concern. Management slightly raised the low end of their full-year revenue outlook but kept the profit forecast the same indicating they are either being cautious or"
X Link 2025-11-05T23:25Z 5014 followers, XXX engagements
"$CNQ Q3 2025 earnings: Record production and a major strategic move overshadow a large non-cash charge. Canadian Natural delivered a powerful quarter operationally setting new records for total liquids and natural gas production. The performance was driven by both recent acquisitions and strong organic growth particularly from their world-class Oil Sands Mining assets which ran at an impressive XXX% utilization with very low operating costs. They returned a substantial $XXX billion to shareholders. Subsequent to the quarter the company closed the strategic AOSP asset swap with Shell gaining"
X Link 2025-11-06T11:44Z 5014 followers, XXX engagements
"$WRBY Q3 2025 earnings: Profitability Shines but Revenue Miss and Guidance Cut Raise Concerns Warby Parker reported mixed results. The company demonstrated excellent operational control beating profitability guidance and delivering positive GAAP net income. Customer growth also accelerated. However they missed their own revenue target for the quarter and lowered their full-year revenue forecast which implies a weak outlook for the holiday season. 🐂 rests on impressive profitability. The company beat the high end of its adjusted EBITDA guidance by a healthy margin and expanded margins by 260"
X Link 2025-11-06T12:09Z 5015 followers, XXX engagements
"$XRAY Q3 2025 earnings: - Dentsply Sirona reported a very challenging quarter missing internal expectations with a significant decline in sales and earnings. The company cut its full-year guidance and announced the abrupt departure of its new CFO. In response the CEO has launched a "Return-to-Growth" plan and hired new executives to lead the commercial and transformation efforts. The core issue is a severe and accelerating sales collapse in the United States. 🐂 : The new CEO is taking decisive action by launching a formal turnaround plan and shaking up the leadership team. This signals"
X Link 2025-11-06T13:48Z 5005 followers, XXX engagements
"$PX Q3 2025 earnings: Fundraising guidance raised significantly but a surprise dividend cut creates uncertainty. P10 reported a mixed quarter. Operationally the company is performing very well raising its full-year organic fundraising target by 25%. However this positive news was overshadowed by a surprise XX% cut to the quarterly dividend raising questions about capital allocation and cash flow. 🐂 Bulls will focus on the excellent fundraising momentum. The company has already surpassed its original full-year target of $X billion and now expects to raise close to $X billion. Fee-Paying AUM"
X Link 2025-11-06T14:09Z 5007 followers, XXX engagements
"$AKAM Q3 2025 earnings: Akamai reported strong third-quarter results beating expectations for both revenue and profit. The core growth story its Cloud Infrastructure Services (CIS) showed impressive acceleration confirming the company's strategy is taking hold. A significant positive surprise was the company's profitability which improved despite prior warnings of increased spending. The legacy Delivery business continued to stabilize. While overall guidance for the year was raised the forecast for the final quarter suggests a slowdown in margins and earnings per share. 🐂 rests on the"
X Link 2025-11-06T21:10Z 5005 followers, 1035 engagements
"$STEP Q2 2026 earnings: Performance Fees Surge Driving a Strong Profit Beat but Core Earnings Margin Narrows. A mixed but overall positive quarter for StepStone. The firm capitalized on an improved market for deal exits leading to performance fees that were much stronger than in previous quarters. This drove a significant beat on adjusted net income. Fundraising and asset growth remained solid. However the core recurring fee-related earnings (FRE) were slightly weaker than last quarter and the profit margin on those fees tightened. 🐂 Bulls will focus on the massive jump in"
X Link 2025-11-06T21:30Z 5002 followers, XXX engagements
"$EXPI Q3 2025 earnings: Return to Profitability Amidst Lower Agent Count eXp reported a solid quarter successfully swinging back to profitability and growing revenue. This was driven by higher productivity from its existing agents who closed more deals at higher prices. However the total number of agents on the platform declined compared to last year which remains a key concern for its growth model. The company's cash position improved and it continued to return capital to shareholders. 🐂 Bulls will celebrate the return to profitability with net income of $XXX million compared to a loss of"
X Link 2025-11-06T23:11Z 5002 followers, XXX engagements
"$FLR Q3 2025 earnings: Guidance Raised Amidst Legacy Legal Charges and NuScale Progress Fluor reported a complex quarter. Operationally the company performed well leading to raised full-year guidance for profit and cash flow. However a massive $XXX million legal charge on a past project resulted in a significant GAAP loss. The plan to sell the entire NuScale investment is moving faster than expected promising a large return of capital to shareholders. 🐂 Bulls will focus on the strong operational execution. The company raised its guidance for adjusted EBITDA adjusted EPS and operating cash"
X Link 2025-11-07T12:19Z 5003 followers, XXX engagements
"$SLVM Q3 2025 earnings: A Solid Quarter Overshadowed by a Weaker Outlook Sylvamo delivered a strong third quarter meeting its earnings guidance thanks to improved operations and the absence of major maintenance work. The company returned a significant amount of cash to shareholders through dividends and buybacks. However persistent weakness in Europe and a softer forecast for the fourth quarter raise concerns about near-term performance. 🐂 Bulls will focus on the strong operational execution. Adjusted EBITDA nearly doubled from the last quarter landing squarely within the guided range. The"
X Link 2025-11-07T12:45Z 5003 followers, XXX engagements
"$EXOD Q3 2025 earnings: Exodus reported a strong quarter for revenue and transaction volume showing significant acceleration from Q2. The company also made a strategic acquisition in the stablecoin payments space executing on a key theme from the last quarter. However the impressive headline profit was entirely due to gains on the company's crypto holdings masking an underlying operating loss. A year-over-year decline in monthly active users is also a notable concern. 🐂 Bulls will focus on the accelerating growth in revenue (+51% YoY) and swap volume (+82% YoY). The acquisition of"
X Link 2025-11-10T14:19Z 5005 followers, XXX engagements
"$ADCT Q3 2025 earnings: Sales dip and timelines shift but fresh cash extends the runway. ADC Therapeutics reported a challenging quarter for its commercial product ZYNLONTA with sales declining notably. This miss is compounded by a delay in the timeline for a key clinical trial LOTIS-5. However the company successfully raised additional capital further strengthening its balance sheet and securing its operational runway into 2028. Positive clinical data in another cancer type follicular lymphoma provides a bright spot. 🐂 Bulls will emphasize the company's financial stability. A new $60"
X Link 2025-11-10T14:23Z 5005 followers, XXX engagements
"$MPAA Q2 2026 earnings: Strong cash flow and debt reduction drive progress despite a reported net loss. The company delivered solid top-line growth and exceptional cash generation. This allowed for significant debt reduction and continued share buybacks. However gross margins compressed slightly year-over-year and the company still posted a small net loss partly due to a high tax expense. 🐂 Bulls will focus on the impressive operational execution. The company generated $XXXX million in cash from operations allowing it to reduce net bank debt by a substantial $XXXX million this quarter"
X Link 2025-11-10T14:24Z 5003 followers, XXX engagements
"$GETY Q3 2025 earnings: A sharp reversal in segment performance sees Creative rebound while key metrics soften. This was a transitional quarter for Getty. As guided top-line growth went flat against tough comparisons from last year. The big surprise was a strong rebound in the Creative segment reversing last quarter's main weakness. However this was offset by a decline in the Editorial segment and a noticeable deterioration in key subscriber metrics. The company also announced a delay in the Shutterstock merger pushing the expected close into 2026. 🐂 rests on the impressive turnaround in"
X Link 2025-11-10T21:39Z 5002 followers, XXX engagements
"$TDG Q4 2025 earnings: A strong finish to the year is overshadowed by a weak profitability outlook for FY2026. TransDigm reported a solid fourth quarter beating its previous full-year guidance on revenue EBITDA and EPS. All major segments performed well with the commercial OEM business rebounding strongly. However the initial guidance for fiscal 2026 points to a significant slowdown in profit growth and contracting margins which is a major concern. 🐂 points to a strong operational finish to FY2025. The company beat its recently raised guidance across the board. The commercial OEM segment a"
X Link 2025-11-12T12:48Z 5003 followers, XXX engagements
"$RMTI Q3 2025 earnings: Transition Year Progress: Achieves Adjusted EBITDA Profitability Amidst Stable Revenue. Rockwell successfully navigated its third quarter showing clear progress in its "transition year" strategy. While the year-over-year revenue drop from losing its largest customer is stark the business has stabilized sequentially. The company achieved profitability on an Adjusted EBITDA basis a key milestone that demonstrates effective cost control. It also strengthened its cash position though this was primarily through share sales. Management's reiteration of full-year guidance"
X Link 2025-11-12T13:12Z 5009 followers, XXX engagements
"$RUM Q3 2025 earnings: Pivoting to AI via a Transformational Acquisition as Core Platform Stalls Rumble reported flat quarterly results with declining user numbers but this was completely overshadowed by the announcement of a definitive agreement to acquire AI infrastructure company Northern Data. This deal transforms Rumble's business model strategy and investment case shifting focus from a video platform to a vertically integrated AI and cloud provider heavily backed by its strategic partner Tether. 🐂 The acquisition of Northern Data is a bold game-changing move. It provides immediate"
X Link 2025-11-12T19:01Z 5003 followers, XXX engagements
"$HTFL Q3 2025 earnings: Strong growth and key payor wins provide a clear path forward. Heartflow reported very strong revenue growth and secured crucial insurance coverage for its new Plaque Analysis product. While the company is still unprofitable its non-GAAP losses are narrowing and its balance sheet is now very strong after its recent IPO. The provided annual revenue guidance suggests a potential slowdown in the final quarter which is a key point to watch. 🐂 Bulls will focus on the impressive XX% year-over-year revenue growth showing strong demand for the core product. The new coverage"
X Link 2025-11-12T21:24Z 5014 followers, XXX engagements
"$AP Q3 2025 earnings: Restructuring Pays Off: U.K. Exit Accelerated Profit Outlook Raised. Ampco-Pittsburgh reported a strong quarter on an adjusted basis driven by impressive growth in its Air & Liquid Processing segment and better pricing in its core metals business. The main development was the accelerated completion of the U.K. facility closure which management now believes will boost annual profits more than initially expected. While the core steel market remains weak the company has executed well on its strategic plan significantly improving its future earnings power. 🐂 : Management"
X Link 2025-11-12T22:21Z 5003 followers, XXX engagements
"$BILI Q3 2025 earnings: Profitability Surges as Advertising Growth Outweighs Gaming Slowdown. Bilibili reported a mixed quarter highlighted by a massive surge in profitability that far outpaced expectations from the previous quarter. Adjusted net profit grew by an impressive XXX% year-over-year driven by strong cost controls and a significant acceleration in the high-margin advertising business. However this was tempered by a sharp slowdown in overall revenue growth to just X% caused by a surprising year-over-year decline in the mobile games segment which had been a key driver in Q2. 🐂 : The"
X Link 2025-11-13T10:38Z 5010 followers, XXX engagements
"$RLMD Q3 2025 earnings: De-risking complete: FDA alignment and a full tank of cash set the stage for Phase X. Relmada executed a pivotal quarter addressing the two primary investor concerns from last period. The company secured alignment with the FDA on a clear dual-track path to approval for its lead asset NDV-01. It also completed a $XXX million financing removing the funding overhang and extending its cash runway into 2028. This transforms the story from one of strategic potential to one of clinical execution. 🐂 Bulls received everything they could have hoped for. The company eliminated"
X Link 2025-11-13T22:09Z 5010 followers, XXX engagements
"$RLX Q3 2025 earnings: International Expansion and China Recovery Drive Strong Results RLX reported a very strong quarter with significant revenue acceleration and margin expansion. Growth was driven by the full consolidation of its recent European acquisition solid organic performance in other international markets and a gradual recovery in Mainland China. The successful launch of a new product category in the UK is also a notable positive step. 🐂 Bulls will celebrate the impressive top-line growth with revenue up XX% year-over-year. The European acquisition is clearly paying off and the"
X Link 2025-11-14T11:57Z 5010 followers, XXX engagements
"$LMFA Q3 2025 earnings: Execution Quarter Delivers Growth but Widens Losses LM Funding successfully executed its growth strategy in Q3 acquiring a new mining site and using a significant capital raise to massively expand its Bitcoin treasury. These moves drove higher revenue and a strong improvement in mining margins. However this growth came at a cost as operating expenses increased leading to a significant net loss and a swing from positive to negative Core EBITDA compared to the prior quarter. 🐂 : Management delivered on its promises. They closed the Mississippi acquisition which is"
X Link 2025-11-14T12:37Z 5004 followers, XXX engagements
"$TCOM Q3 2025 earnings: Investment Gain Inflates Profit as Cross-Border Travel Surges Group reported a quarter of strong revenue growth driven by a continued rebound in cross-border travel. However the headline net income was dramatically inflated by a one-time gain from an asset sale masking a slight compression in underlying operating margins due to rising marketing costs. 🐂 🟢 : The companys global strategy is paying off. Outbound flight and hotel bookings have reached XXX% of 2019 levels inbound travel bookings more than doubled year-over-year and overall international OTA platform"
X Link 2025-11-17T22:09Z 5005 followers, 1222 engagements
"$TCOM new info from the call: ⚪ Source of One-Time Gain Clarified: Management confirmed the exceptionally high net income was due to a one time gain from the divestment of one of our overseas investments. 🟡 Q4 Margin Guidance: Management plans to step up marketing investments for the upcoming global holiday season. This suggests the marketing expense ratio may rise sequentially in Q4 potentially putting further pressure on operating margins. 🟢 Long-Term Margin Target: The company stated that in the long run its profit margins could be comparable to those of our international peers citing"
X Link 2025-11-18T12:22Z 5010 followers, XXX engagements
"$KULR Q3 2025 earnings: - KULR Technology Group continues its aggressive pivot into a Bitcoin+ Treasury entity while scaling its core battery business. The company delivered massive revenue growth more than doubling sales year-over-year. However this growth came at a steep price: profitability metrics deteriorated sharply with gross margins crashing to single digits due to costs associated with its new Bitcoin mining operations and service contracts. 🐂 : Revenue surged % to $XXXX million marking another record quarter. Product sales specifically jumped % proving traction in the core"
X Link 2025-11-18T21:34Z 5004 followers, 1494 engagements
"$JACK Q4 2025 earnings: Deep Restructuring Amidst Sales Freefall . .% - . The company is aggressively executing its shrink to grow strategy accelerating store closures and confirming the divestiture of Del Taco which will be treated as discontinued operations in fiscal 2026. Management has suspended dividends and buybacks to preserve capital as they attempt to stabilize the core brand through back to basics operations. 🐂 Strategic Focus: Selling Del Taco removes a major distraction and underperforming asset allowing management to focus solely on fixing the core Jack brand."
X Link 2025-11-19T21:36Z 5014 followers, XXX engagements
"$ZTO Q3 2025 earnings: Pivot to Profitability Over Volume ZTO Express ($ZTO) reported a significant strategic pivot in Q3 2025 prioritizing earnings quality over raw volume expansion. In a sharp reversal from the previous quarter (Q2) where Adjusted Net Income plummeted nearly XX% due to extreme price competition ZTO delivered a XXX% increase in Adjusted Net Income this quarter. This was driven by a stabilization in pricing (ASP increased by X cents) and continued cost efficiencies despite a downward revision in full-year volume guidance and a dip in market share. 🐂 Bull Case Profit"
X Link 2025-11-19T23:43Z 5002 followers, XXX engagements
"$YY $JOYY Q3 2025 earnings: JOYY Inc. delivered a quarter characterized by a successful strategic pivot. While consolidated revenue remains slightly down year-over-year the company achieved sequential growth for the second consecutive quarter. The narrative has shifted from "stabilization" to "acceleration" driven by the Advertising segment (BIGO Ads) which surged nearly 30%. Profitability improved significantly due to operational efficiency and the high-margin nature of the ad business. Management signaled a return to year-over-year growth in Q4 marking a pivotal turnaround point for the"
X Link 2025-11-20T00:14Z 5008 followers, XXX engagements
"$VEEV Q3 2026 earnings: : Veeva delivered a "beat and raise" quarter characterized by high profitability and steady top-line growth. The company continues to successfully migrate its massive customer base to Vault CRM while securing new strategic wins in the Development Cloud. Management signaled that their AI strategy is moving from vision to reality with product releases scheduled for next month. 🐂 : Non-GAAP operating margins hit XX% significantly higher than the XXXX% seen a year ago demonstrating immense operating leverage. : The migration is on track with XXX live customers (up"
X Link 2025-11-20T21:21Z 5005 followers, 1172 engagements
"$ADI Q4 2025 earnings: : Analog Devices (ADI) has finished its Fiscal Year 2025 on a high note. The company confirmed that the cyclical downturn of 2024 is firmly in the rearview mirror. Revenue grew % year-over-year driven by broad strength across all markets. Profitability was exceptional with free cash flow hitting nearly half of total revenue for the quarter. While management expressed confidence in their positioning they included a cautious note about macro uncertainty influencing the "shape" of fiscal 2026. 🐂 🟢 : Revenue growth accelerated to % YoY up from XX% in Q3 with all end"
X Link 2025-11-25T12:20Z 5005 followers, XXX engagements
"$BURL Q3 2025 earnings: Margin Execution Saves the Quarter Amid Sales Slowdown Burlington Stores delivered a mixed quarter defined by significant sales deceleration driven by weather offset by impressive operational execution. While comparable sales slowed drastically from the previous quarter management successfully mitigated tariff costs and controlled expenses to deliver a double-digit earnings growth beat. The company raised its full-year profit outlook despite maintaining a conservative sales view for the holiday season. 🐂 : Despite a sharp sales slowdown Adjusted EBIT margin expanded"
X Link 2025-11-25T12:26Z 5015 followers, XXX engagements
"$DKS Q3 2025 earnings: A Tale of Two Retailers Dick's Sporting Goods delivered a split-screen quarter: the core business is accelerating and hitting new highs while the newly acquired Foot Locker business is undergoing a painful expensive gut renovation. The company reported excellent results for its standalone "Dick's Business" posting a .% increase in comparable sales (comps) and raising full-year guidance. However the consolidated results were weighed down by the Foot Locker acquisition completed in September. Management is taking immediate aggressive action to fix Foot Locker termed"
X Link 2025-11-25T12:28Z 5002 followers, XXX engagements
"$SJM Q2 2026 earnings: Pricing power masks volume cracks; Hostess struggles continue J.M. Smucker delivered a mixed quarter defined by extreme divergence between pricing and volume. While the company successfully pushed massive price hikes in Coffee to offset commodity costs this triggered volume declines. More concerning is the deterioration in the Sweet Baked Snacks (Hostess) segment where margins collapsed and unexpected weakness in the previously bulletproof Frozen (Uncrustables) segment. 🐂 Pricing Power: The company realized a massive XX% price increase in the Coffee segment proving"
X Link 2025-11-25T12:54Z 5003 followers, XXX engagements
"$HPQ Q4 2025 earnings: Restructuring focus amid mixed results HP Inc. delivers its sixth consecutive quarter of revenue growth driven by a recovering PC market but profitability is under pressure from trade headwinds. The company announced a major new restructuring plan involving significant headcount reductions to protect future margins. 🐂 : Personal Systems (computers) revenue grew X% an acceleration from the previous quarter. Notably both consumer (+10%) and commercial (+7%) segments are growing suggesting the PC refresh cycle is in full swing. : Management announced a "Fiscal 2026"
X Link 2025-11-25T21:29Z 5002 followers, XXX engagements
"$AMBA Q3 2026 earnings: Ambarella delivered a strong beat and raise quarter reporting record revenue of $XXXXX million which exceeded the high end of their previous guidance. The companys pivot to Edge AI is showing tangible results with this segment setting its sixth consecutive revenue record. Management signaled high confidence by raising their full-year growth outlook for the third consecutive quarter. Profitability metrics also improved significantly with the company generating meaningful free cash flow. 🐂 : Revenue beat expectations and the full-year growth guidance was raised"
X Link 2025-11-25T21:40Z 5003 followers, XXX engagements
"$NTAP Q2 2026 earnings: NetApp delivered a solid "beat and raise" quarter characterized by disciplined execution and improving profitability. While top-line revenue growth remains in the low single digits the company achieved record operating margins and raised its full-year earnings outlook significantly. The narrative is shifting from pure storage hardware to a mix of high-margin all-flash arrays and integrated cloud services for AI. 🐂 : Non-GAAP operating margin hit a record XXXX% up significantly from XXXX% last year. - : All-Flash Array (AFA) revenue hit an annualized run rate of"
X Link 2025-11-25T21:48Z 5005 followers, XXX engagements
"$SLP Q4 2025 earnings: : Simulations Plus met its revised (and lowered) full-year guidance but the fourth quarter revealed significant weakness. Total revenue declined X% year-over-year with both Software and Services segments shrinking. While the company highlights a resilient performance amidst macro headwinds the forward-looking guidance for FY2026 forecasts essentially zero growth (0% to 4%). Management is pivoting the narrative toward a new AI-driven product vision to be unveiled in January likely attempting to reinvigorate investor interest as the core business stalls. 🐂 Balance"
X Link 2025-12-01T21:35Z 5012 followers, XXX engagements
"$GTLB Q3 2026 earnings: GitLab delivered a solid "beat and raise" quarter characterized by impressive profit margin expansion and sustained demand from large enterprise customers. While revenue growth remains healthy it is decelerating compared to the previous quarter. The company continues to shift its narrative from growth-at-all-costs to sustainable profitable scaling highlighted by the appointment of a new CFO Jessica Ross. 🐂 : Non-GAAP operating margin hit XX% significantly higher than XX% a year ago and ahead of expectations. : Customers spending $100k grew XX% year-over-year"
X Link 2025-12-02T21:17Z 5012 followers, 2111 engagements
"$WDH Q3 2025 earnings: Profit explosion driven by tech services mix shift Waterdrop Inc. delivered a standout quarter characterized by accelerating revenue growth and a massive surge in operating profitability. The company has successfully shifted its revenue mix relying less on pure insurance brokerage commissions and significantly more on high-margin "technical service income" derived from its AI and risk management capabilities. While marketing spend increased substantially to acquire traffic the return on investment appears high given the triple-digit growth in operating profit. 🐂 :"
X Link 2025-12-03T10:45Z 5003 followers, XXX engagements
"$RY Q4 2025 earnings: Record profitability driven by Capital Markets and Wealth Management Royal Bank of Canada (RBC) delivered a strong finish to fiscal 2025 reporting record earnings driven by exceptional performance in Capital Markets and Wealth Management. The integration of HSBC Canada continues to bolster volumes in Personal and Commercial banking. While top-line growth is robust credit headwinds are becoming more visible particularly in the commercial portfolio and the Insurance segment faced significant actuarial setbacks. 🐂 : Net income rose XX% year-over-year (YoY) to $5.4"
X Link 2025-12-03T11:29Z 5005 followers, XXX engagements
"$YB Q3 2025 earnings: Yuanbao Inc. a Chinese insurance distributor reported a strong third quarter marked by a re-acceleration in top-line growth and significant margin expansion. The company continues to lean heavily into its technology-driven strategy with System Services (tech provided to carriers) now generating more than double the revenue of traditional Insurance Distribution. Profitability remains a standout story with net margins hitting XX% aided by deep integration of AI into operational workflows. 🐂 : Revenue growth jumped to XXXX% YoY a notable acceleration compared to the"
X Link 2025-12-03T11:39Z 5003 followers, XXX engagements
"$YB new info from the call: Quantitative Guidance: Management explicitly projected full-year 2025 revenue growth to be at least XX% year-over-year with profit margins remaining at healthy levels. Regulatory Headwind: A new tax regulation effective in October capped the ad expense deduction at 15%. Management noted no material impact on operations so far but warned that if this becomes a market-wide standard it could drive up advertising costs across the industry. Capital Allocation: The company confirmed that distributing dividends is one of the specific strategies currently being considered"
X Link 2025-12-03T16:06Z 5004 followers, XXX engagements
"$TIGR Q3 2025 earnings: - : UP Fintech (Tiger Brokers) delivered a historic quarter shattering previous records for revenue net income and total client assets. The companys strategic pivotmoving away from chasing raw user numbers to acquiring high-net-worth clientsis paying off significantly. While new user growth volume slowed slightly compared to Q2 the quality of these users exploded driving massive asset inflows. With the full-year user target already met TIGR is currently firing on all cylinders. 🐂 🟢 : Non-GAAP net income nearly tripled YoY to $XXXX million demonstrating massive"
X Link 2025-12-04T10:27Z 5012 followers, 1200 engagements
"$DCI Q1 2026 earnings: Efficiency drives record profits despite trucking headwinds Donaldson Company reported a "beat and raise" quarter characterized by impressive operational discipline. While top-line growth was modest (+3.9%) and weighed down by a severe contraction in the On-Road trucking market the company successfully squeezed significant profitability out of the revenue it did generate. Management raised its full-year profit guidance signaling confidence that cost optimization and strength in Life Sciences and Off-Road markets will offset weakness elsewhere. 🐂 : Despite gross"
X Link 2025-12-04T11:45Z 5010 followers, XXX engagements
"$KR Q3 2025 earnings: Strong core execution overshadowed by massive e-commerce write-down Kroger delivered a mixed narrative this quarter. The core grocery business is performing well with expanding margins and a beat on adjusted earnings. However the headline is dominated by a massive $. impairment charge related to its automated fulfillment network. This signals a major strategic pivotand admission of failureregarding its previous capital-heavy e-commerce strategy (likely the Ocado partnership). While identical sales growth remains positive it has decelerated from the previous quarter."
X Link 2025-12-04T13:26Z 5004 followers, XXX engagements
"$REX Q3 2025 earnings: Consistent profits amid permit delays REX American Resources delivered a solid operational beat in the third quarter marking its 21st consecutive quarter of profitability. Financial results improved significantly on a sequential basis compared to Q2 driven by higher volumes though year-over-year gross profit faced pressure from weaker commodity pricing. The company continues to boast a "fortress balance sheet" with zero debt and a growing cash pile. However the narrative is slightly dampened by another delay in the regulatory timeline for its Carbon Capture and"
X Link 2025-12-04T14:44Z 5009 followers, XXX engagements
"$HOV Q4 2025 earnings: Balance Sheet Victory Income Statement Pain Hovnanian Enterprises delivered a mixed fourth quarter that highlights a transition period for the homebuilder. While the company successfully executed a massive balance sheet restructuringremoving a long-standing overhang by shifting to unsecured debtoperational results softened significantly. The pace over price strategy which fueled growth earlier in the year stalled this quarter with contract volumes falling year-over-year. Management met their own guidance but the near-term outlook involves a painful margin trough in Q1"
X Link 2025-12-04T15:24Z 5015 followers, XXX engagements
"$KR new info from the call: E-commerce Strategy and Financials Quantified Savings: The shift away from automated fulfillment centers is expected to contribute approximately $XXX million in profitability improvements in 2026. This figure includes a mix of operating profit (EBITDA) and depreciation savings. Closure Timeline: The three underperforming automated fulfillment centers are scheduled to close by the end of January 2026. Current Profitability: Management noted that Q3 e-commerce losses were cut in half compared to the prior period. New Partner Metrics: The recently launched"
X Link 2025-12-04T18:03Z 5004 followers, XXX engagements
"$DCI new info from the call: Financials & Guidance Nuances Tariff Impact Reduced: The estimated annualized impact from tariffs has been lowered to approximately $XX million down from the previous estimate of $XX million. Profit Seasonality: Operating profit is heavily weighted toward the second half of the fiscal year (approximately 55%) due to expected volume leverage and the abatement of headwinds from footprint optimization initiatives. Life Sciences Profitability: While the segment is expected to remain profitable in every quarter margins will likely be lower than Q1 levels which"
X Link 2025-12-04T18:14Z 5012 followers, XXX engagements
"$TIGR new info from the call: Financial Nuances & KPI Drivers Take Rate Spike: The cash equity take rate rose to XXX bps (vs. XXX bps in Q2) primarily due to active trading of low-priced U.S. meme stocks (charged per share resulting in higher effective rates). A decrease in lower-fee futures volume (from X% to X% of total mix) also boosted the blended rate. Interest Income Divergence: While margin balances were flat interest income surged because client idle cash increased by $X billion QoQ. Additionally the mix shifted toward high-spread businesses (margin financing/securities lending) and"
X Link 2025-12-04T20:23Z 5009 followers, 1456 engagements
"$HPE Q4 2025 earnings: Hewlett Packard Enterprise closed Fiscal 2025 with strong execution largely driven by the integration of Juniper Networks and operational discipline. While top-line revenue in legacy segments softened the company delivered record gross margins and exceeded its own earnings outlook. Management raised its guidance for Fiscal 2026 signaling confidence in the combined entitys ability to drive profitable growth. 🐂 Margin Expansion: Non-GAAP gross margins hit a record XXXX% expanding XXX basis points YoY and XXX basis points sequentially. Networking Explosion: Revenue"
X Link 2025-12-04T21:14Z 5010 followers, XXX engagements
"$TTAN Q3 2026 earnings: Consistent Growth With Major Profitability Breakout ServiceTitan delivered a robust "beat and raise" quarter characterized by stable top-line expansion and a significant inflection in profitability. While revenue growth held steady at XX% year-over-year the company demonstrated massive operating leverage swinging from near-breakeven last year to a healthy XXX% operating margin. Management raised full-year guidance for both revenue and profit though the implied Q4 growth rate suggests a prudent outlook or potential deceleration. 🐂 : Non-GAAP operating margin"
X Link 2025-12-04T21:25Z 5003 followers, XXX engagements
"$DOMO Q3 2026 earnings: Domo Inc. reported third-quarter results that highlight a clear divergence between operational efficiency and top-line growth. While the company achieved positive non-GAAP net income and significant improvements in free cash flow and operating margins revenue and billings slightly contracted year-over-year. Management remains optimistic citing an effective ecosystem strategy and forecasting a sharp acceleration in billings growth for Q4. 🐂 Profitability Turnaround: Domo achieved non-GAAP net income of $XXX million (EPS $0.01) a swing from a loss in the prior year"
X Link 2025-12-04T21:44Z 5015 followers, XXX engagements
"$CHPT Q3 2026 earnings: Return to growth and balance sheet repair () delivered a "beat and raise" quarter that marks a potential turning point for the company. After struggling with declining revenues in previous periods ChargePoint returned to year-over-year growth exceeding the top end of its own guidance. The company also executed a massive debt reduction strategy immediately after the quarter closed significantly de-risking the financial narrative. While profitability remains an ongoing target record margins and a repaired balance sheet offer a stronger foundation than investors have"
X Link 2025-12-04T21:54Z 5002 followers, XXX engagements
"$ZUMZ Q3 2025 earnings: : Zumiez delivered a robust quarter that significantly outperformed expectations driven by a sharp acceleration in North American sales and effective margin management. The company has successfully pivoted from stabilization to growth with double-digit comparable sales in its core market and a strong start to the critical holiday season. 🐂 : North American comparable sales jumped .% a significant acceleration from previous quarters. : Gross margins expanded to .% due to strong full-price selling. : Inventory dropped .% YoY despite a .% sales increase signaling"
X Link 2025-12-04T21:55Z 5003 followers, XXX engagements
"$IDT Q1 2026 earnings: High-margin segments drive record profitability Profitability surges as high-margin Fintech and Retail units overtake legacy decline. IDT Corporation delivered a strong start to Fiscal Year 2026. While top-line revenue growth remains modest at X% the company is successfully executing a mix shift toward higher-margin businesses. The three growth enginesNRS (retail software) Fintech (money transfer) and net2phone (cloud comms)now generate substantial operating leverage. Notably the Fintech segment nearly doubled its operating income year-over-year. Management also noted a"
X Link 2025-12-04T22:05Z 5004 followers, 1205 engagements
"$DOCU new info from the call: Future Reporting Changes Discontinuation of Billings: The company announced it will stop guiding and reporting Billings in Fiscal 2027 to reduce focus on volatility caused by renewal timing. New Metrics: Starting Q4 FY2026 Docusign will disclose Annual Recurring Revenue (ARR) annually (with quarterly updates) and report IAM as a percentage of ARR to provide transparency on the platforms contribution to growth. Net New ARR Forecast: Management forecasted approximately $XXX million in net new subscription revenue for Fiscal 2026 averaging around $XX million per"
X Link 2025-12-04T23:46Z 5008 followers, XXX engagements
"$VSCO Q3 2025 earnings: Turnaround accelerates with strong beat and raise Victorias Secret & Co. delivered a decisive quarter significantly outperforming its own guidance on both the top and bottom lines. The Path to Potential strategy is yielding faster-than-anticipated results evidenced by a sharp acceleration in sales growth and improved margins. 🐂 Momentum Acceleration: Revenue growth jumped to .% this quarter a massive improvement from the % growth seen in Q2. Comparable sales rose %. International Explosion: The International segment is a powerhouse growing nearly % YoY. Margin"
X Link 2025-12-05T12:11Z 5002 followers, XXX engagements
"$VSCO new info from the call: Segment & Product Specifics PINK Apparel Penetration: Management disclosed that PINK apparel has grown from the mid-30% range to over XX% of the mix with a long-term target of XX% to 60%. PINK Intimates: Contrary to managements initial expectations that growth would come primarily from apparel and beauty PINK intimates (bras and panties) returned to growth in the quarter. Beauty Opportunity: Currently only XX% of the active customer base shops the Beauty category defining the specific scope of the cross-selling opportunity. Home Category Pivot: Management"
X Link 2025-12-06T08:15Z 5015 followers, XXX engagements
"$AGX new info from the call: Operational Capacity and Utilization Management quantified the companys maximum capacity at approximately XX to XX concurrent major projects. Current utilization involves seven gas/biofuel projects and a couple of renewable projects indicating limited immediate capacity to add more than one or two additional large projects without freeing up resources (e.g. the nearing completion of the Trumbull facility). To support the current record backlog the companys headcount has reached its highest level in history. Specific labor constraints were identified in procurement"
X Link 2025-12-06T16:31Z 5009 followers, XXX engagements
"$JKHY earnings: Jack Henry: Solid FY25 Finish Tempered by Cautious FY26 Outlook Jack Henry delivered a strong end to fiscal 2025 beating its revised guidance on both revenue and EPS driven by excellent cost control and robust performance in its core recurring revenue streams. The balance sheet is pristine with zero debt and strong free cash flow. However the initial guidance for fiscal 2026 points to a clear deceleration. While management is signaling continued margin expansion the revenue and GAAP EPS growth outlook is muted. The company is now explicitly calling out headwinds from industry"
X Link 2025-08-19T21:21Z 5015 followers, XXX engagements
"$SAIL earnings: SailPoint Delivers a Strong Beat-and-Raise Quarter Showcasing Impressive Profitability SailPoint reported excellent Q2 results exceeding its guidance on all key metrics and raising its full-year outlook. The quarter was highlighted by strong ARR growth and a massive beat on operating margin demonstrating significant operating leverage. Bulls will point to the robust XX% ARR growth impressive XX% SaaS ARR growth and a nearly 1000 basis point YoY improvement in adjusted operating margin. The company is successfully navigating its SaaS transition while delivering increasing"
X Link 2025-09-09T11:42Z 5015 followers, 1432 engagements
"$HELE earnings: Helen of Troy (HELE): A Sobering Reset Under New Leadership A significant beat on heavily reduced Q2 expectations is overshadowed by a massive goodwill impairment a weak full-year outlook and a critical warning about a potential debt covenant breach. While new CEO Scott Uzzell brings a fresh perspective he inherits a business facing severe tariff pressures weakening consumer demand and now significant financial risk. The bull case hinges on a very strong second-half recovery that seems optimistic while the bear case is bolstered by fundamental deterioration and the new"
X Link 2025-10-09T11:38Z 5018 followers, 1023 engagements
"$SF earnings: Stifel Fires on All Cylinders Crushing Expectations with Record Results Stifel reported a stellar third quarter that significantly surpassed expectations driven by record net revenues and broad strength across both its Wealth Management and Institutional divisions. The results signal that the momentum management saw building at the end of Q2 has fully materialized positioning the firm for a strong year-end. For the Bulls: This was a blowout quarter. Record revenue of $1.43B the third-highest EPS in company history and a very strong XXXX% non-GAAP ROTCE. The Institutional Groups"
X Link 2025-10-22T11:36Z 5014 followers, XXX engagements
"$RCI earnings: Rogers raises its free cash flow outlook showing strong operational control even as the messy MLSE consolidation weighs on quarterly profits. The quarters results were a mixed bag heavily influenced by the new consolidation of Maple Leaf Sports & Entertainment (MLSE). Bulls will point to the significant raise in full-year free cash flow guidance driven by lower capital spending and strong operational discipline. Record-low wireless churn and expanding margins in both core telecom segments prove management is executing well. Bears will highlight the drop in consolidated adjusted"
X Link 2025-10-23T11:42Z 5019 followers, XXX engagements
"$AGYS earnings: Agilysys Delivers 15th Record Quarter and Raises Guidance but Margin Pressure Looms Agilysys reported another strong quarter marking its 15th consecutive period of record revenue. The company beat its previous guidance and raised its full-year outlook for both total revenue and subscription revenue growth. The impressive top-line performance was driven by a XX% surge in subscription revenue and continued strong sales momentum with the quarter marking the second-highest for sales in the companys history. The GAAP earnings beat was significantly inflated by a one-time employee"
X Link 2025-10-27T20:45Z 5019 followers, XXX engagements
"$ABG earnings: Resilient Service & Cost Control Offset Expected Pressure on New Car Margins The Q3 results show a company executing well in a normalizing market. The defensive strength of the Parts & Service business and disciplined cost control are providing a solid foundation which is what bulls will focus on. However the pressures that were flagged last quarter are now clearly visible in the numbers particularly the decline in new vehicle profitability and persistently weak used vehicle volumes which will be the focus for bears. The balance sheet is more leveraged following the Herb"
X Link 2025-10-28T11:48Z 5019 followers, XXX engagements
"$AEP earnings: Growth Story Accelerates Further Shifting Focus to Execution and Funding The bull case for AEP significantly strengthened this quarter. The company not only delivered on its promise to update its capital plan but exceeded expectations by raising it to $XX billion and increasing its long-term growth rate to 7-9%. This is all underpinned by another substantial increase in contracted load. The primary concern and what bears will focus on is the sheer scale of this growth. Financing a plan this large without excessive shareholder dilution or balance sheet strain is now the most"
X Link 2025-10-29T11:09Z 5018 followers, 1233 engagements
"$BOOT earnings: Boot Barn: Strong Q2 Beat Guidance Raised but All Eyes on New Long-Term Store Potential Boot Barn delivered another quarter of strong results beating its prior guidance on all key metrics. Revenue growth remains robust driven by healthy same-store sales and an aggressive highly productive new store rollout. The major development this quarter is a significant upward revision of the companys long-term potential with management now targeting 1200 stores up from XXX previously. This provides a powerful new narrative for long-term growth. However despite raising the full-year"
X Link 2025-10-29T20:39Z 5018 followers, XXX engagements
"$ROG earnings: Rogers Corp. (ROG) Q3 2025 Results: Strong Execution Met with Cautious Outlook Summary A strong beat and raise quarter is overshadowed by a significantly weaker Q4 guide. Rogers delivered results at the high end of its guidance across the board demonstrating excellent execution on cost controls and capturing demand in non-EV markets. This is a solid first step for the new interim CEO. However the outlook for Q4 points to a sharp sequential decline in both sales and margins suggesting underlying market weakness and seasonality will halt the near-term momentum. The bull case is"
X Link 2025-10-29T22:46Z 5015 followers, XXX engagements
"$HLN earnings: Haleon: Solid Q3 Keeps Guidance on Track But North America Remains a Drag A solid Q3 performance driven by continued strength outside the US and standout results in Oral Health has allowed Haleon to reiterate its full-year guidance. However the North American business remains the key concern posting anemic growth with negative volumes indicating that the retailer inventory and consumer pressures highlighted last quarter are far from over. Bull Case: Organic growth of +3.4% was well-balanced between price (+1.8%) and volume/mix (+1.6%) a welcome return to volume growth after a"
X Link 2025-10-30T08:50Z 5019 followers, XXX engagements
"$HWM earnings: Howmet Aerospace Q3 2025: Growth Accelerates Guidance Raised Again This was another exceptional quarter for Howmet. The company significantly accelerated revenue growth expanded margins and generated very strong free cash flow. Management raised the full-year outlook across the board for the second consecutive quarter and provided an encouraging initial revenue forecast for 2026. The bull case is compelling. Broad-based demand in aerospace and industrial markets is driving double-digit growth and margins are expanding despite investments in new capacity. The company is"
X Link 2025-10-30T11:45Z 5015 followers, XXX engagements
"$CNX earnings: Strong Execution and Shareholder Returns Drive Significant FCF/Share Guidance Raise CNX delivered a solid quarter demonstrating strong operational execution and a commitment to shareholder returns. The standout positive was a XX% increase in the full-year free cash flow (FCF) per share guidance driven by successful asset sales and aggressive share repurchases. While the company raised its production forecast a weaker natural gas price outlook led to a slight trim in the Adjusted EBITDAX range. Overall the companys execution on its stated strategy is compelling and the"
X Link 2025-10-30T12:59Z 5016 followers, XXX engagements
"$SHAK earnings: Marketing Pivot Delivers Strong Sales Beat But Inflation Bites Margins This was a strong quarter that validates the new managements strategic shift. The new paid media strategy delivered a significant top-line beat with revenue and same-store sales well ahead of guidance. This suggests a successful pivot to a more sustainable traffic-driven growth model. Bulls will cheer the sales acceleration and continued labor discipline. Bears will point to the accelerating food cost inflation which pressured restaurant margins sequentially. Overall the bull case appears more compelling as"
X Link 2025-10-30T13:02Z 5017 followers, XXX engagements
"$AAP earnings: Turnaround Accelerates with Strongest Quarter in Two Years This was a significant quarter for Advance Auto Parts providing the strongest evidence yet that the turnaround plan is not only working but gaining momentum. The XXX% comparable sales growth and substantial margin expansion were impressive especially the return to growth in the previously weak DIY segment. Management raised and tightened guidance signaling improved visibility and confidence. The bull case is compelling with operational metrics firing on multiple cylinders. Bears will point to the continued negative free"
X Link 2025-10-30T13:03Z 5019 followers, XXX engagements
"$DXC Q2 FY26: Strong Execution on Costs and Cash But Revenue Turnaround Remains Elusive This was a quarter of disciplined financial management. The company delivered solid results on profitability and free cash flow beating its guidance and raising the full-year cash flow target. However the core challenge of persistent revenue declines remains with a weak quarterly book-to-bill ratio suggesting the path to growth is still uncertain. The bull case rests on strong cost control and cash generation while the bear case points to the lack of tangible progress in stabilizing the top line. For now"
X Link 2025-10-30T21:52Z 5018 followers, XXX engagements
"$PK earnings: A Challenging Quarter Met with Disciplined Execution Parks results show a tougher-than-expected operating environment with RevPAR missing guidance due to softer demand. However management demonstrated strong execution on factors within their control delivering impressive cost savings and proactively addressing all major near-term debt maturities. While the top-line weakness is a clear negative for bears the strengthened balance sheet and ongoing cost discipline provide a solid foundation for bulls. The bear case appears more compelling in the short term as the lowered full-year"
X Link 2025-10-30T22:30Z 5018 followers, XXX engagements
"$NVT earnings: Data Center Growth Fuels Record Quarter and Higher Outlook This was an exceptionally strong quarter for nVent marking their first billion-dollar sales period. The company significantly beat its prior guidance on both revenue and earnings driven by accelerating momentum in its data center and power utility end markets. The bull case is compelling: organic growth is accelerating sharply the full-year outlook was raised again and record backlog provides strong visibility. The bear case is minor but present focusing on margin contraction year-over-year likely due to acquisition mix"
X Link 2025-10-31T10:48Z 5015 followers, XXX engagements
"$TDC Q3 2025 earnings: Solid Execution Beat Masks Cloud ARR Slowdown This was a solid quarter of execution. Teradata beat expectations on revenue and delivered a significant beat on profitability leading to a raise in the full-year earnings forecast. Management successfully warned investors about a soft patch for cloud growth in Q3 which materialized as expected. The key takeaway is that cost controls are working very well and the legacy business is stabilizing. However the main growth engine the cloud business has hit a temporary air pocket. 🐂 : The company is demonstrating strong"
X Link 2025-11-04T22:19Z 5018 followers, XXX engagements
"$PSN Q3 2025 earnings: Core Business Shines Amidst Federal Headwinds and Trimmed Revenue Guidance. Parsons delivered a mixed quarter. The core business excluding a major expiring government contract continues to grow at a healthy pace. The Critical Infrastructure segment was the clear highlight with impressive revenue growth and a significant jump in profitability. However the wind-down of the large confidential contract heavily impacted the Federal Solutions segment. This led to a decline in reported overall revenue and a notable miss on the aggressive second-half growth targets management"
X Link 2025-11-05T11:41Z 5019 followers, XXX engagements
"$ADNT Q4 2025 earnings: A solid finish to the year meets guidance but Q4 margin pressure and a lack of future outlook create uncertainty. Adient successfully met its full-year financial targets for revenue and profit which is a positive sign of good execution. Free cash flow was also stronger than expected and the company continued to return cash to shareholders through buybacks. However the final quarter showed some weakness with profit margins shrinking compared to last year across all regions. The European business remains a particular point of concern. The lack of any financial guidance"
X Link 2025-11-05T12:23Z 5019 followers, XXX engagements
"$SDHC Q3 2025 earnings: Results Meet Guidance Amidst Significant Margin Pressure Smith Douglas delivered a mixed quarter. The company showed strong operational control by beating its guidance for home closings and revenue. However this came at a significant cost to profitability with gross margins falling sharply compared to last year. While new orders showed some life the backlog a key indicator of future revenue continued to weaken. The results highlight a successful but costly strategy of prioritizing sales pace over price in a challenging housing market. 🐂 : The company is executing well"
X Link 2025-11-05T12:28Z 5020 followers, XXX engagements
"$INFA Q3 2025 earnings: Solid Cloud Growth Continues Amid Pending Salesforce Acquisition. Informatica delivered a solid quarter driven by its cloud business which continues to grow rapidly. However this strength is offset by declines in its legacy on-premise business resulting in modest overall growth. The company's results are completely overshadowed by the pending acquisition by Salesforce leading to no financial guidance or investor call. 🐂 Bulls will focus on the impressive Cloud Subscription ARR growth of XXXX% reaching nearly $X billion. Profitability also improved significantly with"
X Link 2025-11-05T21:27Z 5015 followers, XXX engagements
"$RVMD Q3 2025 earnings: Execution engine fires on all cylinders as clinical trials advance and costs mount. Revolution Medicines delivered a quarter of strong steady execution. The company is hitting its ambitious clinical milestones notably winding down enrollment for its key pancreatic cancer trial. However this progress comes at a significant cost with operating expenses and net loss increasing substantially. 🐂 is that the company is doing exactly what it promised. It is methodically de-risking its lead asset daraxonrasib by advancing multiple late-stage trials. Winding down enrollment"
X Link 2025-11-05T22:06Z 5014 followers, XXX engagements
"$AMSC Q2 2025 earnings: A Strong Follow-Up Quarter But The Growth Rocket Cools. The company delivered a solid quarter meeting its own expectations after a blockbuster Q1. Revenue and profit guidance were comfortably beaten and the company posted its fifth straight quarter of profitability. Gross margins remained healthy and above the key XX% level. However the incredible XX% growth from last quarter has moderated significantly confirming that Q1 benefited from a large customer order being pulled forward. The business appears to be stabilizing at a new higher plateau of performance which is"
X Link 2025-11-05T23:30Z 5020 followers, 1857 engagements
"$YOU Q3 2025 earnings: A solid beat and guidance raise overshadowed by slowing member growth. The company delivered better-than-expected revenue and bookings for the quarter. More importantly they raised their full-year free cash flow guidance showing confidence in their profitability. However growth in their core CLEAR+ membership slowed significantly and a key retention metric continued to weaken. This creates a mixed picture of strong financial discipline but softening underlying growth. 🐂 Bulls will focus on the strong financial execution. The company beat its own guidance for both"
X Link 2025-11-06T11:55Z 5019 followers, XXX engagements
"$NRG Q3 2025 earnings: Strong Texas performance drives solid quarter data center strategy expands. NRG delivered strong third-quarter results beating prior year metrics across the board. The performance was driven by excellent results in its core Texas segment. The company reaffirmed its full-year 2025 guidance which had been raised just two months ago. NRG also showed significant progress on its growth plans. It expanded a key data center power agreement and secured a low-cost loan for another new power plant in Texas. The company introduced initial 2026 guidance for its standalone business"
X Link 2025-11-06T12:16Z 5017 followers, XXX engagements
"$PBH Q2 2026 earnings: Revenue Beat on Timing But Core Issues Persist A better-than-expected quarter driven by favorable timing of shipments and orders. The core problem the Clear Eyes supply disruption remains the central focus. Management reaffirmed its full-year revenue forecast but raised the low end of its earnings guidance helped by aggressive share buybacks. 🐂 Bulls will focus on the company beating its own cautious Q2 revenue guidance. Free cash flow remains robust up XX% year-to-date funding a significant increase in share repurchases ($75M in the quarter). This capital return"
X Link 2025-11-06T12:39Z 5018 followers, XXX engagements
"$ACIW Q3 2025 earnings: Strong quarter with raised guidance and a key strategic win. -- . ACI Worldwide delivered a strong Q3 beating its own revenue and profit forecasts. The company showed healthy growth across its business segments and raised its financial outlook for the full year. A major milestone was signing the first client for Connetic its next-generation payments platform. This is a crucial proof point for their innovation strategy. The company also announced a large new $XXX million share buyback plan signaling strong confidence in its future. 🐂 : The company is executing"
X Link 2025-11-06T13:22Z 5019 followers, XXX engagements
"$THR Q2 2026 earnings: Strong recovery and guidance raise overshadow flat orders. Thermon delivered a very strong quarter recovering well from Q1 delays. Revenue growth and margin expansion were both impressive leading management to raise full-year guidance for profitability. The company is successfully managing tariff impacts and has secured its first order in the promising new data center market. The only weak spot was a slight decline in organic orders which is a key metric to watch going forward. 🐂 : Bulls will celebrate the excellent execution. Revenue grew XX% and Adjusted EBITDA"
X Link 2025-11-06T14:11Z 5019 followers, XXX engagements
"$RGNX Q3 2025 earnings: Clinical execution shines as key trials complete enrollment but a regulatory delay emerges. REGENXBIO demonstrated strong operational progress this quarter successfully completing enrollment for its two largest pivotal programs: RGX-202 for Duchenne and sura-vec for wet AMD. This significantly de-risks their clinical timelines. However the company also reported a delay in the FDA's decision date for its Hunter syndrome therapy RGX-121. Financially the company continues to burn cash though its runway guidance remains unchanged. 🐂 Bulls will celebrate the flawless"
X Link 2025-11-06T15:20Z 5016 followers, XXX engagements
"$FLO Q3 2025 earnings: Acquisition Masks Core Weakness as Pricing Turns Negative Flowers Foods reported a challenging quarter where the benefit of the Simple Mills acquisition masked significant deterioration in the core business. While total sales grew this was entirely due to the acquisition; organic sales declined driven by an alarming shift to negative pricing and continued volume weakness. Profitability fell sharply due to these pressures. Guidance for the full year was narrowed with the earnings-per-share midpoint nudged slightly higher though this appears driven by non-operational"
X Link 2025-11-06T22:24Z 5017 followers, XXX engagements
"$MODG Q3 2025 earnings: Topgolf returns to growth prompting a full-year guidance raise. The company reported a strong third quarter beating its own revenue and EBITDA guidance. The most important development was the turnaround at Topgolf which achieved positive same-venue sales growth of 1%. This success combined with continued strength in the core Golf Equipment business allowed management to raise full-year guidance for both Topgolf and the consolidated company even while absorbing significant tariff costs. 🐂 : The Topgolf turnaround is happening faster than expected. The shift to positive"
X Link 2025-11-06T23:10Z 5015 followers, XXX engagements
"$FTHM Q3 2025 earnings: Strong growth and sustained profitability overshadowed by guidance withdrawal. Fathom delivered another quarter of strong top-line growth driven primarily by last year's acquisition of My Home Group. The company achieved its second consecutive quarter of positive Adjusted EBITDA a significant milestone. However profitability remains razor-thin and the company raised cash via a dilutive stock offering. The decision to again withhold future guidance creates significant uncertainty. 🐂 Bulls will focus on the impressive XX% year-over-year revenue growth and the fact that"
X Link 2025-11-11T21:58Z 5017 followers, XXX engagements
"$SLND Q3 2025 earnings: Core Business Strength Obscured by Legacy Issues and a Large Tax Charge Southland's results show a continued difficult transition. While the company claims its new core business is performing well the headline numbers were very poor. A massive net loss was driven by ongoing losses from old projects and a significant non-cash tax charge which raises concerns about future profitability. 🐂 Bulls will focus on the CEO's commentary that the core business remains strong. The Civil segment which represents the company's future was profitable with a XXXX% gross margin. The"
X Link 2025-11-12T21:50Z 5017 followers, XXX engagements
"$GROW Q1 2026 earnings: Investment gains drive a return to profitability but the core business still operates at a loss. A strong quarter on the surface with the company swinging to a solid net profit. However this was driven entirely by gains on its own investments not by its main business of managing funds which continued to lose money. On the positive side investors are returning to the company's gold funds and the strong balance sheet continues to support dividends and share buybacks. 🐂 Bulls will focus on the headline net income of $XXX million ($0.12 per share) a significant"
X Link 2025-11-12T22:22Z 5016 followers, XXX engagements
"$LIEN Q3 2025 earnings: Record Originations and NII Beat Drive Solid Quarter Chicago Atlantic reported a strong quarter beating expectations on Net Investment Income (NII) driven by record loan originations. The company's credit quality remains perfect with no non-performing loans. However a high level of loan repayments nearly offset the new investments leading to minimal portfolio growth. The NII beat was also significantly boosted by one-time fees from these early payoffs. 🐂 Bulls will focus on the record $XXXX million in new investments a XX% increase from the prior quarter. Net"
X Link 2025-11-13T12:24Z 5019 followers, XXX engagements
"$BTM Q3 2025 earnings: Strong Quarter Performance Over-Shadowed By Alarming Guidance Bitcoin Depot reported a very strong third quarter significantly beating its own guidance on both revenue and profitability. However this impressive performance was completely overshadowed by a surprisingly weak forecast for the fourth quarter signaling major challenges ahead from new regulations. 🐂Bull case: The company is performing exceptionally well right now. Q3 revenue grew XX% year-over-year and Adjusted EBITDA soared by 75%. They easily beat the guidance they set last quarter. The balance sheet is"
X Link 2025-11-13T13:30Z 5017 followers, XXX engagements
"$EC Q3 2025 earnings: . Ecopetrol reported a challenging quarter marked by a significant year-over-year decline in commodity prices. Revenue and net income fell sharply as a result. However the company demonstrated strong operational resilience. Production remained stable and the refining segment delivered a near-record throughput and substantially higher margins following the completion of major maintenance. A robust efficiency program continued to deliver significant cost savings helping to mitigate the tough macroeconomic environment. 🐂 Bulls will focus on the impressive operational"
X Link 2025-11-13T23:07Z 5019 followers, XXX engagements
"$ABTC Q3 2025 earnings: Strong Public Debut Driven by Aggressive Hashrate and Bitcoin Accumulation. This is American Bitcoin's first financial report as a public company. The results show extremely rapid growth. The company successfully scaled its mining operations more than doubled its revenue compared to last quarter and significantly increased its Bitcoin holdings. ABTC achieved profitability which is a strong start. The core strategy of combining low-cost mining with open-market Bitcoin purchases appears to be working effectively. 🐂 Bulls will focus on the impressive operational"
X Link 2025-11-14T12:06Z 5019 followers, XXX engagements
"$TWST Q4 2025 earnings: Solid Quarter with Cautious Guidance A strong end to the year with a revenue beat is overshadowed by forward guidance that suggests a significant slowdown in growth. Twist Bioscience reported better-than-expected results for its fourth quarter exceeding its own guidance for revenue and profitability. The company continues to make steady progress toward its goal of adjusted EBITDA breakeven. However the initial financial outlook for fiscal 2026 points to a material deceleration in top-line growth particularly in the key NGS segment which raises new concerns for the year"
X Link 2025-11-14T12:26Z 5016 followers, 1945 engagements
"$SIDU Q3 2025 earnings: ' : Sidus Space is in a high-stakes transition. The company is deliberately moving away from its legacy service contracts to focus on building a vertically integrated business around its proprietary satellites hardware and AI platforms. This quarter's results show the painful side of that pivot: revenue has dropped significantly and losses have deepened as spending on new technology and operations ramps up. While management points to key operational progress and recent capital raises as signs of future success the current financial trajectory is negative. 🐂 "
X Link 2025-11-14T22:15Z 5021 followers, 1588 engagements
"$ACM Q4 2025 earnings: Capping a record year with a bold strategic pivot raising long-term targets for margin and growth. AECOM capped off a record fiscal 2025 by exceeding its already-raised guidance driven by stellar performance in its core Americas design business and achieving new highs for full-year margins. The company also announced significant strategic shifts initiating a review of its Construction Management business and setting aggressive new long-term targets. This signals a clear focus on higher-margin less cyclical services powered by investments in Advisory and proprietary AI"
X Link 2025-11-18T12:37Z 5016 followers, XXX engagements
"$QFIN Q3 2025 earnings: 🔴 Missed guidance rising risk and a guidance cliff. 📉 () . While revenue remained stable sequentially the company faced significant headwinds from rising delinquencies and regulatory shifts. This forced a pivot back toward a capital-heavy model increasing balance sheet risk. Most concerning is the forward outlook: Q4 guidance implies a sharp sequential drop in profitability signaling that the current "macro challenges" will persist or worsen into year-end. 🐂 : The company continues to aggressively buy back stock purchasing approximately $XXX million"
X Link 2025-11-18T22:17Z 5018 followers, 1386 engagements
"$SQM Q3 2025 earnings: Lithium Market Turnaround Confirmed with Record Volumes and Rising Prices SQM delivered a robust quarter characterized by a pivotal shift in lithium market dynamics. After two years of falling prices the company reported its first sequential price increase supported by record-high sales volumes. The results validate management's previous optimism regarding a market recovery driven by strong demand from electric vehicles (EV) and energy storage systems (ESS). While potassium sales plummeted due to strategic prioritization of lithium brine the core lithium and iodine"
X Link 2025-11-19T07:32Z 5017 followers, 1373 engagements
"$KC Q3 2025 earnings: Breakout profitability and AI acceleration Kingsoft Cloud reported a milestone quarter achieving its first-ever Non-GAAP net profit and adjusted operating profit. Revenue growth accelerated significantly to XX% YoY driven by a nearly XX% surge in Public Cloud revenue and continued triple-digit growth in AI services. The companys strategic pivot to the Xiaomi and Kingsoft ecosystem is paying off heavily with revenue from these partners nearly doubling. 🐂 🟢 : Achieved first-ever Non-GAAP net profit of RMB 28.7M (vs. loss of RMB 236.7M YoY) and positive Non-GAAP"
X Link 2025-11-19T11:37Z 5017 followers, XXX engagements
"$VIK Q3 2025 earnings: Viking Holdings delivered a remarkably strong third quarter characterized by double-digit revenue growth and expanding margins. The company celebrated reaching a fleet size of XXX ships while maintaining high occupancy. The most significant development is the rapid strengthening of the balance sheet with net leverage dropping to 1.6xan exceptionally low level for the cruise industry. Forward visibility remains the company's "superpower" with the 2026 season already XX% booked effectively insulating the business from near-term volatility. 🐂 🟢 : The 2025 season is"
X Link 2025-11-19T12:07Z 5016 followers, XXX engagements
"$VVV Q4 2025 earnings: Valvoline Inc. ends its fiscal 2025 with a clean regulatory win and accelerating sales trends. The company has successfully navigated a reset year characterized by refranchising efforts and technology investments. The headline story is the resolution of the Breeze Autocare acquisition which has cleared the FTC and will close shortly. Operationally same-store sales (SSS) growth ticked up sequentially proving the resilience of the preventive maintenance model despite broader economic noise. 🐂 : System-wide same-store sales grew .% an acceleration from XXX% in Q3"
X Link 2025-11-19T12:44Z 5020 followers, XXX engagements
"$API Q3 2025 earnings: Profitability cements international growth surges and retention spikes Agora Inc. has successfully transitioned from a turnaround story to a growth narrative. Delivering its fourth consecutive quarter of GAAP profitability the company reported double-digit revenue growth and a massive improvement in customer retention metrics. The strategic pivot to Conversational AI is gaining traction supported by a stabilized Chinese market and disciplined cost management. 🐂 Bull Case Retention Explosion: The Dollar-Based Net Retention Rate for the Agora (international) segment"
X Link 2025-11-20T00:06Z 5019 followers, XXX engagements
"$ATKR Q4 2025 earnings: Strategic Review Expanded to Potential Sale Atkore delivered a messy quarter missing the implied Q4 guidance provided just three months ago and posting a net loss due to significant asset impairments. However the headline story is a major strategic pivot: the Board has expanded its review of strategic alternatives to include a potential sale or merger of the entire company. Consequently CEO Bill Waltz has suspended his previously announced retirement to steer the company through this process. While operations face continued headwinds from pricing"
X Link 2025-11-20T11:09Z 5018 followers, XXX engagements
"$SNT Q3 2025 earnings: : Senstar Technologies reported a mixed third quarter marking a sharp reversal from the double-digit growth seen in the first half of the year. Total revenue declined slightly year-over-year despite management's claims of double-digit growth in core verticals like Corrections and Energy. Profitability dampened as Operating Expenses surged due to "exceptional" consulting costs. While the company maintains a pristine balance sheet with zero debt the sudden deceleration in top-line growth raises questions about the consistency of their turnaround story. 🐂 : Margins"
X Link 2025-11-25T21:59Z 5019 followers, XXX engagements
"$CRDO Q2 2026 earnings: Credo Technology Group delivered a stunning performance shattering its previous guidance and reporting the strongest quarterly results in company history. The company is capitalizing heavily on the AI infrastructure boom with revenue nearly quadrupling year-over-year. Management provided a highly aggressive outlook for the next quarter signaling that demand from hyperscalers for connectivity solutions is accelerating rather than stabilizing. 🐂 : Revenue of $268M smashed the previous guidance range of $230M-$240M. : Non-GAAP Net Margin hit XXXX% ($127.8M on $268M"
X Link 2025-12-01T21:48Z 5019 followers, 1107 engagements
"$CHPT new info from the call: Source of Q3 Revenue Beat: The revenue outperformance was primarily driven by a surge in residential billings attributed to customers accelerating purchases ahead of the expiration of federal EV tax credits. This suggests a pull-forward of demand rather than purely organic growth. Margin Expansion Timeline: Management clarified that hardware gross margins will likely remain flat in the near term. The benefits from lower-cost Asian manufacturing and new product architectures will not materially impact margins until the second half of the next fiscal year as the"
X Link 2025-12-07T09:27Z 5022 followers, XXX engagements
"$DOMO new info from the call: Strategic & Product Developments OEM & Investment Discussions: Partners have approached the company regarding potential OEM agreements to bundle analytics for all their customers and some are considering strategic investments to ensure data remains within their specific cloud environments. Cloud Amplifier Adoption: There are now over XXX accounts active on Cloud Amplifier (more than double year-over-year) with unique users on the product soaring XXX% year-over-year. AI Adoption Metrics: Unique accounts using AI features increased over XX% year-over-year and"
X Link 2025-12-08T10:15Z 5017 followers, XXX engagements
"$LAKE earnings and call: Record Revenue and Strong Rebound Clouded by Guidance Cut Lakeland reported a mixed but operationally strong quarter. Bulls will point to record revenue a significant acceleration in organic growth (14%) and a massive sequential rebound in margins and Adj. EBITDA proving Q1s weakness was a temporary issue. The long-awaited $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the"
X Link 2025-09-09T21:32Z 5021 followers, 1212 engagements
"$ITRI earnings: Itron Q3 2025: Profit Juggernaut Continues but Revenue and Bookings Lag Itron delivered another quarter of stellar profitability and cash flow decisively beating EPS estimates and significantly raising its full-year profit outlook. The companys strategic shift to higher-value solutions is paying off handsomely with gross margins reaching a new record of 37.7%. However this impressive margin story is unfolding against a backdrop of declining revenue and worryingly weak quarterly bookings confirming that the customer slowdown discussed last quarter is taking a real bite out of"
X Link 2025-10-30T13:46Z 5021 followers, XXX engagements
"$EQX Q3 2025 earnings: Record Quarter Shows Transformation Taking Hold. Equinox delivered a stellar third quarter posting record production and revenue. The results were driven by a full quarter's contribution from the newly acquired Calibre assets and more importantly significant operational progress at the cornerstone Greenstone mine. The commissioning of the second cornerstone asset Valentine is also running ahead of schedule. Costs are trending down and cash flow is surging confirming the company's transformation and putting it on a clear path to strengthening its balance sheet. 🐂 : The"
X Link 2025-11-05T23:40Z 5021 followers, 1522 engagements
"$HUYA Q3 2025 earnings: Revenue growth returns driven by the successful pivot to new game services. The company's strategic shift away from relying solely on live streaming is showing clear positive results. Total revenue growth has re-accelerated and the core live streaming business has stabilized. However overall profitability has declined mostly due to lower interest income after a large dividend payment. 🐂 Bulls will celebrate the return to top-line growth. Total revenue grew by nearly XX% year-over-year beating the growth rate from the previous quarter. The newer "Game-related"
X Link 2025-11-12T11:54Z 5021 followers, XXX engagements
"$ULTA Q3 2025 earnings: - Ulta Beauty delivered a revenue beat this quarter driven by solid organic growth and the integration of its recent Space NK acquisition. Sales grew double-digits and comparable sales remained strong. However profitability is under pressure. While gross margins improved thanks to lower theft (shrink) heavy spending on the Ulta Beauty Unleashed strategy caused operating expenses to spike resulting in flat Earnings Per Share (EPS) despite the sales jump. Management raised full-year guidance but signaled a deceleration heading into the holiday season. 🐂 Strong Sales"
X Link 2025-12-04T21:15Z 5021 followers, XXX engagements
"$THCH Q3 2025 earnings: Turnaround in sales growth shadowed by margin collapse Tims China delivered a mixed quarter characterized by a significant top-line milestone overshadowed by deteriorating profitability metrics. For the first time in recent history the company achieved positive Same-Store Sales Growth (SSSG) for company-owned stores validating its pivot to a Coffee + Food strategy. However this growth came at a steep price: store-level margins nearly halved due to rising delivery and food costs and the company swung back to an Adjusted Corporate EBITDA loss after reaching profitability"
X Link 2025-12-09T12:21Z 5021 followers, XXX engagements
"$GNSS Q4 2025 earnings: A Pivotal Inflection: Profitability Returns as Revenue Soars Genasys delivered the 'inflection point' promised by management posting its first positive Operating Income and Adjusted EBITDA in seven quarters. Revenue surged XXX% YoY to $17.0M driven by the massive Puerto Rico Early Warning System (EWS) project and a rebound in hardware. Crucially Gross Margins snapped back to XXXX% (vs. XXXX% in Q3) proving the low-margin implementation phase of Puerto Rico was temporary. While the P&L recovery is impressive the balance sheet remains tight with $18M in current debt"
X Link 2025-12-09T21:50Z 5021 followers, XXX engagements
"$MIND Q3 2026 earnings: Saved by the Bell: Late Orders Soften a Weak Quarter MIND Technology delivered a volatile Q3 with revenue dropping XX% YoY to $9.7M and Net Income barely staying positive at $62k. The headline numbers look grim: backlog collapsed to $7.2M at quarter-end (from $12.8M in Q2). However management announced $9.5M in new orders received immediately after the quarter closed effectively refilling the pipeline. While the operational story is one of timing and lumpiness the capital structure story is aggressive: the company raised $11M via an ATM offering bolstering cash to"
X Link 2025-12-09T22:04Z 5021 followers, XXX engagements
"$KFY new info from the call: Segment-Specific Granularity Professional Search & Interim Breakdown: Management clarified the XX% segment growth consisted of X% growth in Professional Search and XX% growth in Interim (driven by the Trilogy acquisition). RPO Composition: Of the $XXX million in new business approximately XX% came from renewals and XX% from new logos with particular strength in the Industrial and Healthcare sectors. Historically roughly XX% of RPO fee revenue originates from internal cross-referrals. Digital Weakness Factors: The year-over-year revenue decline was attributed to"
X Link 2025-12-10T14:37Z 5021 followers, XXX engagements
"$RGP earnings: RGP (RGP): Cost Discipline Shines Through Revenue Fog But Top-Line Turnaround Remains Elusive. RGP delivered mixed first-quarter results that highlight a clear divergence between strong operational execution and persistent top-line weakness. The company successfully managed costs beating guidance on gross margin and SG&A which led to a significant improvement in net loss year-over-year. However revenue continues to decline at a double-digit rate in its core US segments signaling that the difficult macro environment is still a major headwind. What Bulls Will Like: RGP is proving"
X Link 2025-10-08T20:42Z 5021 followers, XXX engagements
"$FTI earnings: Strong Cash Flow Fuels Massive Buyback and Guidance Raise TechnipFMC delivered a strong third quarter highlighted by exceptional free cash flow generation. This financial strength allowed the company to significantly raise its full-year 2025 free cash flow guidance and announce a massive $X billion increase to its share repurchase authorization. While inbound orders were solid they didnt quite keep pace with the prior year but the companys confidence is underscored by its newly initiated robust financial guidance for Subsea in 2026. For the Bulls: The story is all about cash"
X Link 2025-10-23T11:27Z 5021 followers, XXX engagements
"$LAZ added during the call: Guidance and Outlook Tax Rate Guidance Lowered: 🟢 Management updated its full-year 2025 adjusted effective tax rate guidance to around XX% a favorable revision from the mid-20% range guided last quarter. Asset Management Fee Rate Stabilizing: 🟡 The average fee rate is expected to be roughly flat for the near term suggesting that the positive mix shift from higher-fee inflows is now balancing the overall fee environment. Operating Leverage Timeline: Management is quite confident that operating leverage will kick in further in 2026 providing a timeline for when"
X Link 2025-10-23T13:53Z 5021 followers, XXX engagements
"$DQ earnings: Daqo New Energy: Inflection Point Reached as Prices and Volumes Rebound Daqo New Energy reported a strong turnaround in its Q3 results swinging from deep losses to adjusted profitability. The quarter was marked by a significant recovery in polysilicon prices a surge in sales volume that cleared out excess inventory and impressive cost control. The results and guidance suggest the industry downturn may have bottomed out largely thanks to Chinese government intervention to curb irrational competition. For the Bulls: The story is straightforward. Prices are up sales volumes more"
X Link 2025-10-27T11:38Z 5021 followers, 1984 engagements
"$SFD earnings: Smithfield Foods: Record Quarter Masks Underlying Segment Pressure Smithfield reported a record third quarter and raised its full-year outlook driven by an exceptional performance in its volatile Hog Production segment. However this strength masked significant year-over-year profit declines in the core Packaged Meats and Fresh Pork segments signaling that raw material inflation and cautious consumer spending are taking a toll. For the Bulls: The headline numbers are strong. The company delivered record Q3 operating profit grew sales by over XX% and raised its full-year adjusted"
X Link 2025-10-28T12:34Z 5021 followers, XXX engagements
"$WAY earnings: Waystar Q3 FY25: Solid Execution and Raised Guidance Despite Expected Slowdown The company delivered a solid quarter successfully navigating the seasonal slowdown they had previously forecast. While revenue growth decelerated as expected strong margins and another raise to the full-year outlook demonstrate confident execution. The bull case is reinforced by impressive profitability and progress on deleveraging. Bears will point to the slowing growth in both revenue and new large clients but these were largely anticipated and do not appear to derail the core story. Themes"
X Link 2025-10-29T20:38Z 5021 followers, XXX engagements
"$WEX earnings: Solid Quarter with Corporate Payments Inflection Point Materializing WEX delivered a strong quarter beating the high end of its guidance for both revenue and EPS. The company also raised its full-year outlook. The key positive was the successful turnaround in the Corporate Payments segment which returned to growth as management had projected. This confirms the H2 2025 inflection story is playing out. For bulls the beat-and-raise quarter the execution in Corporate Payments and the continued deleveraging are clear positives. The bull case is strengthening as management delivers"
X Link 2025-10-29T21:57Z 5021 followers, XXX engagements
"$BUD earnings: ABI Boosts Shareholder Returns with $6B Buyback Despite Volume Headwinds AB InBev delivered a mixed quarter showcasing impressive pricing power and margin control while battling significant volume declines in key markets. The big news is a new $X billion share buyback program a strong signal of confidence that overshadows the operational softness. The US business continues its impressive momentum gaining share and cementing Michelob Ultras #1 position. However sharp deteriorations in China and Brazil are major concerns and dragged down overall performance. The bull case"
X Link 2025-10-30T11:45Z 5021 followers, XXX engagements
"$KOS Q3 2025 earnings: Steady Progress on Key Priorities Amid Operational Hiccups Kosmos continues to execute its strategic plan well. Production is growing costs are coming down and the balance sheet is being actively managed. The key growth project GTA is ramping up as expected. However a significant well failure in the Gulf of Mexico is a material setback and a reminder of the operational risks in this business. 🐂 Production is up X% quarter-over-quarter driven by the GTA LNG project ramp-up. Strong cost control continues with full-year capital spending guidance lowered again to less"
X Link 2025-11-03T12:11Z 5021 followers, XXX engagements
"$ALIT Q3 2025 earnings: Another guidance cut and a massive writedown overshadow operational cost control. The company is showing excellent discipline on costs and margins leading to better-than-expected adjusted profits this quarter. However this is being completely overshadowed by serious issues. Revenue is shrinking and for the second quarter in a row management has cut its full-year forecast. They also wrote down another $XXX billion in goodwill a sign that past acquisitions are not worth what they paid. The core problem of failing to close new deals which was highlighted last quarter"
X Link 2025-11-05T13:02Z 5021 followers, XXX engagements
"$ONC Q3 2025 earnings: BRUKINSA drives strong growth and profitability guidance tightened. The company reported another excellent quarter showcasing continued strong momentum. Revenue growth was robust driven by the flagship drug BRUKINSA which is solidifying its market leadership globally. Impressively this growth is translating directly to the bottom line with significant improvements in operating income net income and free cash flow. The company is executing well on its pipeline and has raised the low end of its full-year revenue guidance. 🐂 Bulls will love the sustained high-growth"
X Link 2025-11-06T11:36Z 5021 followers, XXX engagements
"$BLNK Q3 2025 earnings: Cost Discipline Delivers But Growth Pauses Blink showed major progress on its turnaround plan this quarter. The company drastically cut its cash burn and operating costs making its path to profitability look much clearer. However this focus on discipline came at the cost of short-term growth as total revenue and product sales both slipped compared to the prior quarter. The key story is a trade-off: less growth now for a healthier financial future. 🐂 Bulls will focus on the dramatic operational improvements. Operating cash burn fell an incredible XX% sequentially to"
X Link 2025-11-06T22:58Z 5021 followers, XXX engagements
"$PAR Q3 2025 earnings: Sequential ARR Growth Rebounds Reaffirming Mid-Teens Trajectory. PAR delivered a solid quarter of execution showing renewed momentum after last quarter's guidance reduction. The key positive was the significant acceleration in sequential ARR growth which helps validate management's strategy of focusing on larger deals. The company also reached a major milestone by generating positive operating cash flow. 🐂 likes the strong sequential ARR addition of $XXXX million a sharp rebound from last quarter. This suggests the growth slowdown may have bottomed out. Bulls will"
X Link 2025-11-06T23:11Z 5021 followers, 1068 engagements
"$KLC Q3 2025 earnings: Second Guidance Cut Overshadows Cost Control as Enrollment Woes Persist A very weak quarter. Revenue was nearly flat and profits fell as lower enrollment continued to pressure the business. Management cut its full-year forecast for the second time in a row signaling that the turnaround is taking longer and is more difficult than expected. The only bright spots were strong growth in the smaller before-and-after-school business and lower interest payments. 🐂 Bulls will focus on the strong XXXX% revenue growth in the Champions (before- and after-school) business. They"
X Link 2025-11-12T21:35Z 5021 followers, XXX engagements
"$LB Q3 2025 earnings: Steady Growth and Strategic Land Acquisition Bolster Long-Term Thesis LandBridge delivered a solid quarter of sequential growth across all revenue streams marking its sixth consecutive quarter of top and bottom-line expansion. The company bolstered its core asset base by acquiring 37500 acres enhancing its valuable pore space inventory. Tangible progress was also made in diversifying revenue with the final sale of a solar project. Management showed confidence by narrowing its full-year guidance upwards. However the most significant growth catalysts such as the Devon"
X Link 2025-11-12T22:31Z 5021 followers, 1640 engagements
"$BAP Q3 2025 earnings: Credicorp delivers strong underlying results driven by record risk-adjusted margins and accelerating Yape monetization. Credicorp Ltd. reported a solid quarter demonstrating the strength of its core banking operations and the rapid progress of its innovation strategy. While headline Net Income saw a slight sequential dip due to a non-recurring gain in the previous quarter underlying performance was excellent. The company achieved a record-high Risk-Adjusted Net Interest Margin (NIM) reflecting both resilient margins and disciplined risk management. Loan and deposit"
X Link 2025-11-13T23:11Z 5021 followers, XXX engagements
"$LGN Q3 2025 earnings: Strong Inaugural Public Quarter Tempered by Cautious Near-Term Guidance Legence delivered a very strong first financial report as a public company. Revenue and profit growth were impressive driven by booming demand in its Installation & Maintenance segment. The company also successfully used its IPO proceeds to reduce debt. However the guidance for the next quarter points to a significant sequential slowdown raising questions about near-term momentum. 🐂 Bulls will focus on the powerful year-over-year growth. Revenue grew XX% and Adjusted EBITDA jumped 39%. The total"
X Link 2025-11-14T12:24Z 5020 followers, XXX engagements
"$BRC Q1 2026 earnings: Solid Start to FY26 with Strong Margin Expansion and Raised Guidance. Brady Corporation reported a robust start to its fiscal year with revenue and earnings growth driven by solid performance in the Americas & Asia and significant profitability improvements in Europe. The company demonstrated strong operational control expanding gross margins and raising the low end of its full-year EPS guidance signaling confidence despite mixed regional demand. 🐂 Bulls will celebrate the impressive gross margin expansion to XXXX% a clear reversal from the pressure seen last year."
X Link 2025-11-17T13:04Z 5021 followers, XXX engagements
"$BRC new info from the call: Financial Nuances ⚪ : Management explained that last years Q1 gross margin of XXXX% was reduced by XXX basis points due to purchase accounting for an acquisition. The adjusted prior-year margin was XXXX% making this quarters XXXX% margin essentially flat year-over-year on a comparable basis. The strength comes from pricing and supply chain adjustments offsetting tariff impacts. 🟢 & : On an adjusted basis (excluding amortization and one-time costs) SG&A as a percentage of sales improved by XX basis points to XXXX% funding investments in the salesforce and"
X Link 2025-11-17T22:25Z 5021 followers, XXX engagements
"$DSX Q3 2025 earnings and call: Diana Shipping delivered a mixed quarter where headline net income nearly doubled year-over-year masking a decline in core operational performance. The revenue contraction was driven by a smaller fleet size following strategic vessel sales and slightly softer charter rates. The profit boost came primarily from a non-cash valuation gain on the companys aggressive equity stake in Genco Shipping & Trading ($GNK) rather than shipping operations. Management remains cautious about the immediate future projecting that revenues for the remainder of 2025 may not"
X Link 2025-11-20T16:34Z 5021 followers, XXX engagements
"$SMTC Q3 2026 earnings: Continued execution on turnaround strategy Semtech continued its recovery narrative in the third quarter delivering revenue and earnings above the midpoint of its own guidance. The story has successfully shifted from "financial survival" (a major theme in early FY25) to "profitable growth." The company is capitalizing on the demand for power-efficient chips in data centers and maintaining momentum in its LoRa (IoT) business. While revenue grew XX% year-over-year the most impressive metric was the expansion in profitability. Adjusted operating margins expanded"
X Link 2025-11-24T21:14Z 5021 followers, XXX engagements
"$WDAY Q3 2026 earnings: & Workday delivered a strong beat and raise quarter. While top-line revenue growth has moderated slightly compared to historical highs the company is showing impressive leverage with soaring profit margins. The most notable metric is the acceleration in backlog growth fueled by the strategic acquisition of Paradox and demand for AI agents. Management raised full-year guidance and signaled an acceleration into Q4. 🐂 🟢 : Non-GAAP operating margins hit XXXX% significantly up from XXXX% last year. The company is efficiently balancing growth with profitability. 🟢 :"
X Link 2025-11-25T21:20Z 5021 followers, 1124 engagements