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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 +1.30%
- X Month XXXXXXX -XX%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +1.70%
- X Month XXXXX +16%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% countries XXXX% technology brands XXXX% fashion brands XXX% premier league #4665 gaming XXXX% luxury brands XXXX% exchanges XXXX%
Social topic influence strong 26.4%, business 11.16%, core #2720, flow 6.18%, cash flow #181, acquisition #390, momentum #392, balance sheet #1327, growth #99, to the XXXX%
Top accounts mentioned or mentioned by @reservadevalor @christresnicky @mrfeeny7 @tohjah7809 @uranium8881
Top assets mentioned Data Lake (LAKE) Academy Sports and Outdoors, Inc. (ASO) Medicalchain (MTN) Liberty Media Corporation Series A Liberty Formula One Common Stock (FWONA) Sprinklr, Inc. (CXM) Descartes Systems Group Inc (DSGX) Canadian Imperial Bank of Commerce (CM) Victoria's Secret & Co. (VSCO) Helium IOT (IOT) Core & Main, Inc. (CNM) Ferguson plc (FERG) Braze, Inc. Class A Common Stock (BRZE) RH (RH) Korn Ferry (KFY) Mind (MND) Momo (MOMO) VERAsity (VRA) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) MANCHESTER UNITED PLC (MANU) M/I Homes, Inc. (MHO)
Top Social Posts
Top posts by engagements in the last XX hours
"$VRNS earnings and call: Varonis: On-Prem Weakness Mars SaaS Progress Leading to a Guidance Cut Varonis reported a challenging third quarter marked by a significant miss on ARR and a subsequent reduction in full-year guidance. The miss was driven by an unexpected drop-off in on-premise and Federal renewals during the final weeks of the quarter. This abrupt reversal from the positive trends seen in the first half of the year has overshadowed the continued strength in their SaaS business. In response management is cutting its Federal team and reducing overall headcount by X% adding to near-term"
X Link 2025-10-28T21:42Z 5055 followers, 2425 engagements
"$PSMT earnings: PriceSmart: Solid Growth and Accelerated Expansion Plans Overshadow Lingering Concerns A strong quarter for PriceSmart marked by accelerating comparable sales and concrete new expansion plans into Jamaica. The core business is performing well. Bulls will point to the robust XXX% comp sales growth and the clear pipeline of three new clubs. Bears will focus on the persistent currency conversion costs and the continued SG&A deleverage which are weighing on profitability. The complete silence on the previously highlighted Chile expansion is a notable question mark. Overall the"
X Link 2025-10-30T21:45Z 5055 followers, XXX engagements
"$XENE Q3 2025 earnings: Execution continues as the company nears pivotal epilepsy data. This was a solid quarter of execution for Xenon. The company delivered on its key near-term goal of completing enrollment for its lead epilepsy trial X-TOLE2 de-risking the timeline for the most important data release in its history. Progress continues across the rest of the pipeline and the balance sheet remains strong. The increasing cash burn is expected but highlights the high stakes of the upcoming data. 🐂 The pivotal Phase X X-TOLE2 trial in focal onset seizures is now fully enrolled with 380"
X Link 2025-11-03T21:16Z 5055 followers, XXX engagements
"$ATMU Q3 2025 earnings: Strong execution and raised guidance overcome market weakness. Atmus delivered a strong quarter beating expectations and raising its full-year guidance for revenue and margins. The company successfully completed its operational separation from former parent Cummins a major milestone. It also accelerated capital returns to shareholders through increased buybacks and a dividend hike signaling confidence despite ongoing challenges in its first-fit markets. 🐂 Bulls will focus on the raised full-year guidance for both revenue and profit margins. This demonstrates strong"
X Link 2025-11-07T12:19Z 5055 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 $XXXX million in new investments a XX% increase from the prior quarter. Net"
X Link 2025-11-13T12:24Z 5055 followers, XXX engagements
"$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 5055 followers, 1195 engagements
"$BABA Q2 FY2026 earnings: Heavy Investment Cycle Hits Profits Cloud Acceleration Continues Alibaba Group has fully committed to an aggressive investment phase prioritizing long-term market share in AI and Quick Commerce over near-term profitability. While revenue grew moderately the bottom line contracted severely due to massive spending. Cloud growth has accelerated significantly driven by AI demand and the International Commerce unit (AIDC) finally achieved profitability. However free cash flow remains negative for the second consecutive quarter as capital expenditures surge. 🐂 🟢 : Cloud"
X Link 2025-11-25T11:13Z 5055 followers, 1485 engagements
"$ZS Q1 2026 earnings: & Zscaler reported a robust start to fiscal year 2026 characterized by accelerating revenue growth and exceptional cash flow generation. The company beat its previous guidance and raised its full-year outlook driven by the integration of recent acquisitions and strong demand for its AI-driven security platform. Management highlighted a Rule of XX performance (revenue growth + free cash flow margin) signaling high operational efficiency. 🐂 Accelerating Growth: Revenue growth accelerated to XX% YoY up from XX% in the previous quarter (Q4 FY25) beating the companys"
X Link 2025-11-25T21:28Z 5055 followers, 1717 engagements
"$VSTS Q4 2025 earnings: Multi-year turnaround plan launched as revenue shrinks and debt remains high Vestis Corporation is officially in "turnaround mode." New CEO Jim Barber has launched a comprehensive restructuring plan aiming to cut costs and stabilize the business after a difficult fiscal 2025. While reported revenue grew due to an extra operating week organic revenue fell XXX% mirroring the weakness seen in Q3. The company is battling high leverage (4.72x) and weak cash flows. The focus for 2026 is entirely on margin improvement and cost-cutting rather than top-line growth. 🐂 :"
X Link 2025-12-01T21:40Z 5055 followers, XXX engagements
"$SAIC Q3 2026 earnings: Stabilization in a shrinking revenue environment Science Applications International Corporation (SAIC) reported third-quarter results that beat expectations despite a continued decline in revenue. While sales dropped X% year-over-year due to contract completions and a government shutdown impact the company raised its full-year profit and revenue outlook. This signals that the worst of the recent volatility may be stabilizing. 🐂 🟢 : Management lifted the bottom end of the full-year revenue outlook and significantly raised Adjusted EPS guidance ($9.80-$10.00 vs. prior"
X Link 2025-12-04T12:39Z 5055 followers, 2659 engagements
"$PEW Q3 2025 earnings: Revenue grows and outpaces the market but profitability tanks on one-off costs. GrabAGun reported solid top-line growth with firearm sales volumes significantly outpacing the broader industry. Gross margins also improved. However the company swung to a net loss due to large stock-based compensation and other expenses related to its recent public listing. The balance sheet remains very strong with a large cash position and no debt. 🐂 : Strong revenue growth (+10% YoY) and impressive market share gains (firearm volume +16% vs. industry -5.3%) show the business has"
X Link 2025-11-13T21:12Z 5055 followers, XXX engagements
"$LAKE new info from the call: Financial & Operational Targets NFPA Certification Timeline: Management confirmed the anticipated date for new NFPA standards has shifted to March 2026 (previously expected March 2025 then September 2025). The delay is attributed to the unprecedented combination of four separate standards (firefighting gear SCBA PASS and tactical apparel) into a single certification creating bottlenecks at agencies like UL. Pipeline Realization: The majority of the $XX million high probability tender opportunities are expected to impact revenue in Fiscal Year 2027. ERP Rollout:"
X Link 2025-12-10T11:36Z 5055 followers, XXX engagements
"$FWONA earnings: Summary: F1 Fires on All Cylinders Crossing the MotoGP Finish Line Liberty Media reported an exceptionally strong second quarter driven by powerful momentum at Formula One. Revenue and profitability surged aided by an additional race in the quarter underlying growth across all revenue streams and a blockbuster F1 movie release. The successful completion of the MotoGP acquisition in early July marks a significant strategic milestone opening a new avenue for growth. While the planned split-off of Liberty Live is progressing the spotlight remains firmly on the Formula One Groups"
X Link 2025-08-07T12:26Z 5035 followers, XXX engagements
"$SCSC earnings: ScanSource: Strong Q4 Finish and Confident Outlook Signal Growth Re-acceleration ScanSource reported a strong finish to fiscal 2025 beating its full-year guidance on all metrics. The fourth quarter marked a significant inflection point with a return to solid top-line growth after several quarters of declines driven by a rebound in the core Specialty Technology Solutions (STS) segment. The company also introduced a clear set of 3-year strategic goals reinforcing its pivot towards higher-margin recurring revenue streams. For the Bulls: The story is compelling. Sales growth is"
X Link 2025-08-21T12:35Z 5035 followers, XXX engagements
"$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 5041 followers, XXX engagements
"$ASO earnings: Academy Returns to Positive Comps Lifts Low-End of Guidance Academy delivered a solid quarter highlighted by a return to positive comparable sales for the first time since 2021. The performance was driven by strong eCommerce growth and successful strategic initiatives particularly the Nike and Jordan brand expansions. This positive momentum led management to raise the low end of their full-year guidance for sales and EPS signaling increased confidence. For the Bulls: The +0.2% comp is a significant inflection from last quarters -XXX% decline proving the companys strategy is"
X Link 2025-09-02T12:12Z 5039 followers, XXX engagements
"$MTN earnings: Vail Resorts Growth Stalls as Weak Pass Sales and Soft Guidance Overshadow Cost-Cutting Efforts Vail Resorts reported fiscal fourth-quarter and full-year 2025 results that met the midpoint of recently lowered guidance. However the focus immediately shifts to a challenging outlook. Season-to-date pass sales for the upcoming 2025/26 season are weak with units declining and sales dollar growth well below price increases. Furthermore the initial guidance for fiscal 2026 implies minimal core business growth raising concerns about the companys ability to drive its top line. For the"
X Link 2025-09-29T20:15Z 5041 followers, 1404 engagements
"$NEOG earnings: Turnaround in Motion But Core Business Still Pressured Neogens first quarter under new CEO Mike Nassif was a mixed bag defined by decisive actions but continued underlying weakness. While the headline Net Income looks strong its artificially inflated by a one-time gain from a divestiture. The real story is in the adjusted numbers which show significant Y/Y declines in profitability and ongoing margin compression. For Bulls: The key positive is the reaffirmation of full-year guidance signaling managements confidence in a strong second-half recovery. The new CEO is moving"
X Link 2025-10-09T11:31Z 5035 followers, XXX engagements
"$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 $XXXX per share accounted for the entire earnings beat suggesting underlying profitability was flat year-over-year. Bulls will champion the powerful acceleration in the Repair Systems & Information (RS&I) segment which posted stellar XXX% organic growth and the stabilization in the Commercial & Industrial (C&I) segment after last quarters sharp decline."
X Link 2025-10-16T12:47Z 5031 followers, XXX engagements
"$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. -$131M in Q2) was driven by continued strength in open-end funds validating managements commentary last quarter about a rebuilding pipeline. Impressively this top-line recovery was paired with excellent cost control leading to significant operating margin expansion. For Bulls: The flow inflection is the key headline supported by"
X Link 2025-10-17T06:55Z 5032 followers, XXX engagements
"$GGG earnings: Graco Navigates Soft Markets with M&A and Pricing but Organic Weakness Persists Graco reported a mixed third quarter where headline results boosted by acquisitions and a significant one-time gain masked continued organic softness across its business. While revenue grew X% and reported EPS jumped XX% organic sales declined X% reflecting ongoing weakness in global construction. Managements ability to hold gross margins flat and reiterate full-year organic growth guidance is a positive. However the bull case relies on acquisitions integrating well and a meaningful organic"
X Link 2025-10-22T21:07Z 5041 followers, XXX engagements
"$CACI earnings: CACI: Exceptional Start to FY26 with Massive Awards and Cash Flow CACI reported a very strong start to its fiscal year beating on top and bottom lines reaffirming full-year guidance and posting a massive 2.2x book-to-bill ratio. The results demonstrate powerful momentum and successful conversion of its pipeline into tangible awards validating its long-term strategy. Bull Case: The bull thesis is strongly reinforced. The $X billion in contract awards provides excellent revenue visibility. Strong organic growth (5.5%) significant margin expansion (EBITDA margin +120 bps YoY) and"
X Link 2025-10-22T21:13Z 5041 followers, XXX engagements
"$GTX earnings: Garrett Motion: Strong Quarter with Raised Outlook and Enhanced Shareholder Returns Garrett Motion reported a strong third quarter beating expectations on the top and bottom lines raising its full-year guidance and significantly increasing shareholder returns. The results showcase solid operational execution with the company successfully navigating industry crosscurrents like unfavorable product mix while capitalizing on growth opportunities and cost controls. The bull case is significantly strengthened by this quarters performance. For the Bulls: Revenue grew X% (6% at"
X Link 2025-10-23T11:21Z 5041 followers, XXX engagements
"$LAZ added during the call: Guidance and Outlook Tax Rate Guidance Lowered: 🟢 Management updated its full-year 2025 adjusted effective tax rate guidance to around XX% a favorable revision from the mid-20% range guided last quarter. Asset Management Fee Rate Stabilizing: 🟡 The average fee rate is expected to be roughly flat for the near term suggesting that the positive mix shift from higher-fee inflows is now balancing the overall fee environment. Operating Leverage Timeline: Management is quite confident that operating leverage will kick in further in 2026 providing a timeline for when"
X Link 2025-10-23T13:53Z 5027 followers, XXX engagements
"$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 5042 followers, 1110 engagements
"$BKR earnings: IETs Record Quarter and a Transformative Deal Overshadow OFSE Weakness Baker Hughes reported a strong third quarter beating its own EBITDA guidance driven by a spectacular performance in its Industrial & Energy Technology (IET) segment. Record IET orders fueled by major LNG awards propelled the backlog to new highs. However the Oilfield Services & Equipment (OFSE) segment continues to struggle with a softening market posting declining year-over-year results and margin compression. The big news was the announced intent to acquire Chart Industries for $XXXX billion a massive"
X Link 2025-10-23T21:30Z 5040 followers, XXX engagements
"$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 5033 followers, 1988 engagements
"$CRI earnings Profitability Collapses Under Tariff and Cost Pressures Prompting Major Restructuring This was a very tough quarter for Carters. While the top line is stable and U.S. retail shows signs of life profitability has fallen dramatically. The central issue is the impact of new tariffs which is proving to be much worse than initially communicated. Management is responding decisively with a significant cost-cutting and restructuring plan but this signals deep underlying challenges. For Bulls: The business has stabilized on the sales front with U.S. Retail posting a second consecutive"
X Link 2025-10-27T12:37Z 5034 followers, XXX engagements
"$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 5040 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 $XXX million share repurchase program should be well-received. For the Bulls: The quarter was a clean beat-and-raise. The full-year outlook for sales and EPS was increased the negative impact from"
X Link 2025-10-28T12:13Z 5031 followers, XXX engagements
"$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 5041 followers, XXX engagements
"$MSA earnings: Solid Execution in Growth Areas Offset by Worsening Fire Service Headwinds MSA delivered a solid third quarter with performance in Detection and Fall Protection highlighting the success of their strategic focus. Organic growth accelerated from last quarter and impressive cash flow allowed for debt reduction. This is what bulls will focus on: strong execution in controllable areas. However the bear case is centered on the crucial Fire Service segment. Known issues around a pending standards change have been compounded by new external headwinds: delayed government grants and a"
X Link 2025-10-28T20:51Z 5032 followers, XXX engagements
"$RRC earnings: Range Resources: Solid Quarter with Consistent Execution; Guidance Fine-Tuned Range Resources delivered a solid third quarter characterized by steady operational execution and continued capital returns. Production came in slightly ahead of expectations and the company demonstrated cost control by lowering its full-year guidance for transportation expenses. Shareholder returns remain a priority with another $XX million distributed through buybacks and dividends. For the bulls: The story is one of consistency and discipline. The company is successfully executing its plan"
X Link 2025-10-28T21:30Z 5034 followers, XXX engagements
"$ITT earnings: Solid Quarter Overshadowed by Slowing Orders ITT delivered another strong quarter of execution with robust revenue growth significant EPS beat and another guidance raise. The bull case is supported by excellent performance from acquisitions and very strong free cash flow generation. However the bear case gains a new talking point with a notable slowdown in organic orders particularly in the key Industrial Process segment raising questions about growth momentum heading into 2026. For now the strong execution and massive $X billion backlog keep the story firmly on track but the"
X Link 2025-10-29T10:50Z 5034 followers, XXX engagements
"$GTES earnings: Solid Quarter Overshadowed by Weaker Core Growth Outlook Gates delivered a solid quarter meeting revenue guidance and expanding margins. The new $300M buyback program signals confidence and a shift toward shareholder returns. However a significant miss on core growth guidance for the quarter and a subsequent reduction in the full-year forecast raise concerns about underlying market demand and momentum heading into year-end. The bear case is slightly more compelling as the lowered growth outlook may outweigh the positive operational performance and capital return announcement."
X Link 2025-10-29T12:25Z 5023 followers, XXX engagements
"$MUSA Q3 FY25: Leadership Transition and Capital Returns Mask Weaker Fuel Trends Murphy USAs third-quarter results were overshadowed by two major strategic announcements: a planned CEO transition and a significant boost to its capital return program. While strong cost control and an impressive rebound in merchandise sales are clear positives persistent weakness in fuel volumes remains a significant concern leading to a cut in full-year volume guidance. The bull case rests on the companys operational discipline and aggressive shareholder returns. The bear case focuses on the fundamental"
X Link 2025-10-29T20:54Z 5026 followers, XXX engagements
"$AM earnings: Solid Execution Continues: Strong FCF Deleveraging and Shareholder Returns Antero Midstream delivered another strong quarter demonstrating consistent operational execution and disciplined capital allocation. The results show healthy growth in cash flow continued reduction in debt and an increased pace of share buybacks. Positive developments from their primary customer Antero Resources (AR) also improve AMs growth outlook. The bull case is compelling as the company is successfully executing its strategy of generating free cash flow and returning value to shareholders while"
X Link 2025-10-29T21:07Z 5035 followers, XXX engagements
"$ROL earnings: Solid Execution Drives Margin Expansion and Strong Cash Flow Rollins reported a very strong third quarter meeting top-line growth expectations while delivering significant margin improvement and robust earnings growth. The results should be well-received as they directly address the margin concerns from Q2. The core growth drivers remain intact and the company appears firmly on track to meet its full-year targets. The bull case is reinforced this quarter with prior concerns largely fading into the background. For the Bulls: Strong margin expansion (Adjusted Operating Margin"
X Link 2025-10-29T21:13Z 5033 followers, XXX engagements
"$TYL earnings: Solid Quarter with Moderating Growth; Buybacks Provide Support A solid quarter for Tyler Technologies beating expectations on key metrics and expanding margins. Bulls will point to the record-high bookings and strong SaaS growth as evidence of sustained demand in the public sector. The initiation of a significant share buyback program also signals managements confidence. However bears will focus on the clear deceleration in total revenue growth and more pointedly the sharp slowdown in the high-flying transaction revenue segment. While guidance was slightly tweaked upwards it"
X Link 2025-10-29T21:16Z 5034 followers, XXX engagements
"$INVH earnings: Mixed Quarter with Strong Renewals Offset by New Lease Weakness and Higher Costs Invitation Homes reported a complex third quarter. While they raised full-year guidance slightly this was driven by better-than-expected expense control for the year not by strengthening fundamentals. The core narrative from last quarterpressure on new leases from new supplyhas now fully materialized with new lease rates turning negative. Strong renewal rates remain the key support for the business. The announcement of a share buyback program is a new positive development. The results present a"
X Link 2025-10-29T21:17Z 5035 followers, XXX engagements
"$HWM earnings: Howmet Aerospace Q3 2025: Growth Accelerates Guidance Raised Again This was another exceptional quarter for Howmet. The company significantly accelerated revenue growth expanded margins and generated very strong free cash flow. Management raised the full-year outlook across the board for the second consecutive quarter and provided an encouraging initial revenue forecast for 2026. The bull case is compelling. Broad-based demand in aerospace and industrial markets is driving double-digit growth and margins are expanding despite investments in new capacity. The company is"
X Link 2025-10-30T11:45Z 5041 followers, XXX engagements
"$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 5041 followers, XXX engagements
"$ITRI earnings: Itron Q3 2025: Profit Juggernaut Continues but Revenue and Bookings Lag Itron delivered another quarter of stellar profitability and cash flow decisively beating EPS estimates and significantly raising its full-year profit outlook. The companys strategic shift to higher-value solutions is paying off handsomely with gross margins reaching a new record of 37.7%. However this impressive margin story is unfolding against a backdrop of declining revenue and worryingly weak quarterly bookings confirming that the customer slowdown discussed last quarter is taking a real bite out of"
X Link 2025-10-30T13:46Z 5030 followers, XXX engagements
"$PRM earnings: Fire Safety Delivers in Peak Season But Specialty Products Falters Perimeters results show a tale of two segments. The core Fire Safety business performed very well capitalizing on a normal wildfire season and demonstrating strong profitability. However the Specialty Products segment saw a significant drop in profits confirming that the operational issues at its third-party-operated plant are a major and worsening headwind. For Bulls: The Fire Safety segment the companys main profit engine is firing on all cylinders. Revenue grew X% and adjusted EBITDA grew XX% with margins"
X Link 2025-10-30T14:37Z 5023 followers, XXX engagements
"$RMD earnings: ResMed Q1 FY26: Margin Strength Impresses but Growth Decelerates in Key Areas A very strong quarter on profitability highlighted by significant gross margin expansion that landed squarely within the full-year guidance range from the get-go. This operational excellence combined with robust US growth and committed capital returns will please the bulls. However bears will point to a noticeable deceleration in revenue growth particularly in international markets and the software business and a new restructuring charge raises questions about the underlying efficiency efforts. The"
X Link 2025-10-30T20:30Z 5034 followers, XXX engagements
"$RSG earnings: Republic Services: Pricing Power and Margins Offset Weak Volumes Republic Services reported a resilient third quarter where impressive pricing and disciplined cost control drove significant margin expansion and bottom-line growth. This performance successfully offset persistent volume weakness and headwinds in the Environmental Solutions segment allowing the company to reiterate its full-year profit and cash flow guidance. However the top-line remains soft with revenue now expected at the low end of the guidance range and a notable labor disruption impacted results though it"
X Link 2025-10-30T21:11Z 5033 followers, XXX engagements
"$ATR earnings: Pharma Strength Masks Broader Slowdown and Guides to a Weaker Q4 Aptar delivered a mixed quarter. The results were headlined by a solid beat on adjusted EPS driven by outstanding performance in the Pharma segment particularly Injectables. However this strength conceals underlying weakness across the rest of the business. Both the Beauty and Closures segments saw core sales stagnate or decline and experienced significant margin pressure. The outlook for Q4 points to a sharp deceleration. The bull case rests entirely on the Pharma segments momentum and the EPS beat. Bears will"
X Link 2025-10-30T21:18Z 5041 followers, XXX engagements
"$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 5032 followers, XXX engagements
"$NINE earnings: Q3 2025 Results: Headwinds Intensify and Spread Beyond the Permian Nine reported a challenging third quarter missing its revenue guidance as market weakness was compounded by new operational issues. The negative trends seen in Q2 have worsened and previously resilient areas are now showing signs of stress. The outlook for Q4 is weak and deteriorating liquidity is a growing concern. The bear case has strengthened significantly this quarter. For the bulls: The company demonstrated operational expertise with a landmark cementing job in the challenging Haynesville basin. Cost"
X Link 2025-10-31T07:20Z 5043 followers, 2512 engagements
"$SXT earnings: Sensient Technologies (SXT) Q3 2025: Color Group Shines Guidance Raised The company reported another strong quarter driven by exceptional performance in the Color Group. This strength offset continued but expected weakness in Agricultural Ingredients. Managements confidence is reflected in the upgraded guidance for profitability reinforcing the positive outlook. The bull case centered on margin expansion and the massive natural colors opportunity is gaining momentum. Bears will point to the revenue softness in Flavors and a slowdown in Asia Pacific but these seem secondary to"
X Link 2025-10-31T11:25Z 5043 followers, XXX engagements
"$MSGS earnings: Weak Start to FY26 as Lower League Payouts Obscure Strong Fan Demand This was a soft quarter to begin the fiscal year. Revenues and profitability fell sharply compared to last year driven by an unexpected drop in league distributions and the known impact of reduced local media rights fees. The Bear Case: The significant revenue miss driven by a new issue with league distributions is a concern. Higher operating costs and a substantial quarterly cash burn add to the worries. The known headwind from the amended local media rights deal is now clearly visible in the results. The"
X Link 2025-10-31T11:52Z 5034 followers, XXX engagements
"$POR earnings: Portland General Electric: Data Center Demand Powers Solid Quarter Execution is Key PGE delivered a strong third quarter beating last years results on the back of continued robust demand from data centers. The company also secured a key regulatory win for its Seaside battery project providing a clear path for cost recovery. While guidance was reaffirmed the focus remains squarely on execution across multiple large-scale resource procurements and ongoing cost management initiatives. The bull case driven by high-tech load growth and regulatory progress appears compelling though"
X Link 2025-10-31T12:08Z 5036 followers, XXX engagements
"$KOS Q3 2025 earnings: Steady Progress on Key Priorities Amid Operational Hiccups Kosmos continues to execute its strategic plan well. Production is growing costs are coming down and the balance sheet is being actively managed. The key growth project GTA is ramping up as expected. However a significant well failure in the Gulf of Mexico is a material setback and a reminder of the operational risks in this business. 🐂 Production is up X% quarter-over-quarter driven by the GTA LNG project ramp-up. Strong cost control continues with full-year capital spending guidance lowered again to less"
X Link 2025-11-03T12:11Z 5027 followers, XXX engagements
"$HALO Q3 2025 earnings: Another beat and raise driven by royalty strength overshadowed slightly by a new acquisition and CFO transition. This was another very strong quarter for Halozyme. The core business which earns royalties from drug companies using its technology is growing incredibly fast. This strong performance led them to raise their financial forecast for the full year for the third time. The company also announced it is buying another company Elektrofi to add a new technology for future growth. However they also announced their Chief Financial Officer will be leaving which adds"
X Link 2025-11-03T21:13Z 5031 followers, XXX engagements
"$SWK Q3 2025 earnings: Margin recovery shows progress but soft volumes and a guidance cut raise concerns. Stanley Black & Decker delivered a mixed quarter. The company showed strong execution on its cost-cutting and pricing strategies leading to a significant improvement in gross margins. This proves their plan to fight tariff impacts is working. However the core Tools & Outdoor business saw volumes decline notably and the company trimmed its full-year profit forecast. This signals that the challenging consumer environment persists. 🐂 Bulls will focus on the impressive gross margin"
X Link 2025-11-04T11:49Z 5034 followers, XXX engagements
"$PFE Q3 2025 earnings: Policy risk resolved but COVID decline and M&A drama create a mixed picture. Pfizer delivered a complex quarter. They successfully navigated a major political overhang by striking a deal with the U.S. government which provides significant clarity for the business. Operationally the non-COVID drug portfolio is growing and cost-cutting is boosting profits leading to a raised earnings per share (EPS) forecast. However the expected sharp decline in COVID product sales is hitting the top line hard. Some key growth drugs are also showing weakness in the important U.S. market."
X Link 2025-11-04T12:07Z 5043 followers, 1330 engagements
"$RYTM Q3 2025 earnings: U.S. commercial execution shines but an international setback and upcoming catalysts take the spotlight. Rhythm delivered a solid quarter driven by strong U.S. sales of its core drug IMCIVREE. This shows good execution in their main market. However international sales were weak due to a one-time pricing adjustment in France which highlights the complexities of expanding in Europe. The company's financial position remains very strong. All eyes are now on the upcoming FDA decision for Hypothalamic Obesity (HO) in December which is the most important near-term event. 🐂 :"
X Link 2025-11-04T12:24Z 5033 followers, XXX engagements
"$SHC Q3 2025 earnings: A strong profit beat and raise overshadowed by signs of a Q4 revenue slowdown. Sotera Health delivered a solid third quarter beating estimates on the top and bottom lines. The core Sterigenics business remains strong and Nordion had an exceptionally good quarter. The company is also managing its finances well paying down debt and cutting spending forecasts. This led to a welcome increase in the profit outlook for the full year. However the Nelson Labs segment continues to struggle with falling revenue. More importantly while the company raised its profit guidance it"
X Link 2025-11-04T12:25Z 5042 followers, XXX engagements
"$ERO operational update: Xavantina initiative unlocks new high-margin gold sales stream from old stockpiles. Ero Copper announced a significant and unexpected win at its Xavantina gold mine. The company has begun selling high-grade gold concentrate that had been stockpiled on-site since 2012. This creates a new very high-margin revenue stream that starts immediately in Q4 2025 and is expected to last 12-18 months. This is a creative way to unlock "hidden" value from a previously non-earning asset. 🐂 Bulls will love this. Management found a way to turn old waste into a cash cow. The margins"
X Link 2025-11-04T21:07Z 5039 followers, XXX engagements
"$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 5034 followers, XXX engagements
"$VCYT Q3 2025 earnings: Another Beat and Raise Driven by Stellar Growth and Margin Expansion. Veracyte delivered an exceptionally strong third quarter exceeding expectations on nearly every key metric. The core testing business showed accelerating growth led by continued dominance from Decipher and a surprising reacceleration in Afirma volumes. Profitability was the standout feature with adjusted EBITDA margins hitting XX% prompting a significant raise to the full-year outlook for both revenue and profitability. The company is executing well funding its future growth pipeline while delivering"
X Link 2025-11-04T21:27Z 5023 followers, XXX engagements
"$OI Q3 2025 earnings: Cost cutting drives a major earnings beat and guidance raise. O-I Glass delivered a strong quarter driven by impressive cost control. Their "Fit to Win" program is working much better than planned leading to significantly higher profits even though sales volumes are a bit soft. Because of this strong execution they substantially increased their profit forecast for the full year. The story is simple: they are becoming a much more efficient and profitable company. 🐂 : The "Fit to Win" cost-saving program is the star of the show delivering $XXX million in benefits so far"
X Link 2025-11-04T22:20Z 5032 followers, XXX engagements
"$ATRO Q3 2025 earnings: Aerospace Margins Shine and Guidance Points to a Record Quarter Ahead The quarter showed solid operational progress. The main story is the impressive profitability in the core Aerospace business which more than compensated for the continued weakness in the smaller Test segment. Management also cleaned up the balance sheet through refinancing and provided strong guidance for the final quarter of the year signaling confidence. 🐂 Aerospace segment adjusted operating margin hit a very strong 16.7%. Bookings were solid with a XXX book-to-bill ratio resolving last"
X Link 2025-11-04T22:29Z 5023 followers, XXX engagements
"$CRCT Q3 2025 earnings: Profitability shines but user engagement concerns linger. Cricut reported a second consecutive quarter of revenue growth with profits and margins showing impressive year-over-year improvement. However the core issue of declining user engagement has not been resolved and even slightly worsened. The company is managing its finances very well but the health of its user base remains the key question. 🐂 : Bulls will focus on the outstanding profitability. Operating income more than doubled (+114%) and EPS doubled to $XXXX. Gross margin expanded significantly. The Platform"
X Link 2025-11-04T22:58Z 5041 followers, XXX engagements
"$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 5032 followers, XXX engagements
"$TBLA Q3 2025 earnings: Revenue accelerates and guidance is raised as the new ad platform shows strong promise. Taboola delivered a very strong quarter on the top line handily beating its revenue guidance and showing a significant acceleration in growth to nearly 15%. This appears to be driven by early success with its new Realize performance advertising platform confirmed by a sharp increase in spending from its largest advertisers. The company raised its full-year revenue forecast signaling confidence. However this impressive growth came at a cost as profit margins compressed due to"
X Link 2025-11-05T11:26Z 5023 followers, XXX engagements
"$SRAD Q3 2025 earnings: Strong beat and raise quarter highlighted by record margins and a uniquely structured highly accretive acquisition. Sportradar delivered another quarter of strong execution with revenue growth of XX% and an impressive XX% growth in Adjusted EBITDA. The company demonstrated significant operating leverage with Adjusted EBITDA margins expanding over XXX basis points to a record 29%. This operational strength combined with the closing of the highly favorable IMG ARENA acquisition led management to raise its full-year 2025 guidance for both revenue and profitability. While"
X Link 2025-11-05T12:29Z 5035 followers, XXX engagements
"$SMG Q4 2025 earnings: Margin Expansion and Deleveraging Delivered Guidance Points to a Steady Grind Higher. The company successfully finished its fiscal year by delivering on its key promises. The main story is the significant improvement in profitability driven by cost-cutting and efficiencies. This led to better-than-expected earnings and strong cash flow which was used to pay down debt. While the core U.S. business shows healthy consumer demand in terms of units sold this isn't translating into strong sales dollar growth yet. The guidance for next year suggests more of the same: slow"
X Link 2025-11-05T13:01Z 5032 followers, XXX engagements
"$VSH Q3 2025 earnings: Revenue beats but momentum indicators weaken as demand picture clouds over. Vishay delivered third-quarter revenue that was better than their own forecast which is a positive sign of execution. However the optimism from last quarter about a strong market recovery has faded significantly. For the first time in a year new orders fell behind shipments (book-to-bill 1) and the backlog of future orders shrank. Most importantly management's forecast for the next quarter is for flat revenue a sharp reversal from their previous expectation that the fourth quarter would be"
X Link 2025-11-05T13:01Z 5033 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 $XXX billion in goodwill a sign that past acquisitions are not worth what they paid. The core problem of failing to close new deals which was highlighted last quarter"
X Link 2025-11-05T13:02Z 5033 followers, XXX engagements
"$LLYVA $FWONA Q3 2025 earnings: F1's core strength shines through year-to-date masking quarterly race calendar noise while the heavy lifting on MotoGP begins. Liberty Medias third quarter shows the complexity of its expanding sports empire. Formula 1's underlying growth remains robust when viewed year-to-date but the quarterly results were skewed by having one fewer race than last year. The major news is the successful acquisition and integration of MotoGP although its initial pro forma results reveal profitability pressures that management is now tasked with addressing. The planned split-off"
X Link 2025-11-05T13:35Z 5034 followers, XXX engagements
"$TWIN Q1 2026 earnings: Solid backlog growth driven by defense but profitability and cash flow remain a concern. A solid start to the fiscal year with revenue growth and margin expansion largely driven by acquisitions and strong demand in the defense sector. The backlog reached a new high providing good visibility. However the company continues to post a net loss and burn cash leading to a weaker balance sheet. 🐂 Bulls will focus on the impressive backlog growth to a record $XXXXX million up XXX% in just one quarter. This is fueled by accelerating defense orders. Gross margin expansion of"
X Link 2025-11-05T13:35Z 5038 followers, XXX engagements
"$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 5032 followers, 1089 engagements
"$ADMA Q3 2025 earnings: Guidance Raised as Key Operational Milestones Are Achieved but Near-Term Headwinds Temper Results. ADMA delivered a complex quarter. The company achieved critical long-term goals like getting FDA approval for its first high-yield product batches which should significantly boost future profitability. They also raised future revenue and profit forecasts. However current results were mixed with slower revenue growth and a one-time sale of raw material at a loss that clouded the picture. The long-term story has improved but the short-term numbers require more explanation."
X Link 2025-11-05T22:09Z 5034 followers, XXX engagements
"$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 5040 followers, XXX engagements
"$AMSC Q2 2025 earnings: A Strong Follow-Up Quarter But The Growth Rocket Cools. The company delivered a solid quarter meeting its own expectations after a blockbuster Q1. Revenue and profit guidance were comfortably beaten and the company posted its fifth straight quarter of profitability. Gross margins remained healthy and above the key XX% level. However the incredible XX% growth from last quarter has moderated significantly confirming that Q1 benefited from a large customer order being pulled forward. The business appears to be stabilizing at a new higher plateau of performance which is"
X Link 2025-11-05T23:30Z 5041 followers, 1859 engagements
"$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 5046 followers, 1523 engagements
"$PLNT Q3 2025 earnings: Guidance Raised and Buybacks Signal Confidence Amid Steady Growth Planet Fitness reported a solid third quarter beating internal expectations and raising its full-year outlook for revenue same-club sales and profit. The company demonstrated strong financial discipline by repurchasing approximately $XXX million of its shares. A new agreement to centralize marketing funds starting in 2026 points to a refined long-term growth strategy. While sales growth slowed from the prior quarter it remains healthy and the significant boost to profit guidance is a major positive. 🐂 "
X Link 2025-11-06T12:06Z 5034 followers, XXX engagements
"$WMS Q1 2026 earnings: Resilient margins shine through a cautious market outlook. The company delivered strong profitability in a challenging environment. Growth from higher-margin segments like Infiltrator offset weakness in others proving the value of their diversification strategy. Management successfully managed costs to produce one of their best-ever margin quarters. However they did not raise their full-year forecast citing a "tepid" and uncertain demand outlook for the second half of the year. 🐂 : Margin execution was excellent. The company delivered a XXXX% adjusted EBITDA margin"
X Link 2025-11-06T12:06Z 5039 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 ($75M in the quarter). This capital return"
X Link 2025-11-06T12:39Z 5043 followers, XXX engagements
"$TGLS Q3 2025 earnings: Resilient Growth Meets Margin Headwinds Tecnoglass delivered another quarter of record revenue showcasing continued market share gains and operational strength. However profitability was squeezed by rising costs an unfavorable business mix and currency fluctuations leading to a reduction in full-year guidance. The standout positive was another record-high project backlog which provides strong future revenue visibility. A newly expanded share buyback program also signals management's confidence. 🐂 : The company continues to win business at an impressive rate. Revenue"
X Link 2025-11-06T12:42Z 5035 followers, XXX engagements
"$XRAY Q3 2025 earnings: - Dentsply Sirona reported a very challenging quarter missing internal expectations with a significant decline in sales and earnings. The company cut its full-year guidance and announced the abrupt departure of its new CFO. In response the CEO has launched a "Return-to-Growth" plan and hired new executives to lead the commercial and transformation efforts. The core issue is a severe and accelerating sales collapse in the United States. 🐂 : The new CEO is taking decisive action by launching a formal turnaround plan and shaking up the leadership team. This signals"
X Link 2025-11-06T13:48Z 5045 followers, XXX engagements
"$SGA Q3 2025 earnings: One-Time Expense Masks Underlying Stability as Asset Sales Bolster Cash Saga's third-quarter results were heavily impacted by a large one-time music licensing fee that pushed the company to a net loss. Revenue saw a small decline an improvement from the prior quarter's rate of decrease. The underlying business appears more stable than the headline numbers suggest. A key positive development was the successful sale of tower assets which significantly increased the company's cash reserves. This provides substantial flexibility for future shareholder returns. 🐂 The"
X Link 2025-11-06T15:48Z 5043 followers, XXX engagements
"$CARG Q3 2025 earnings: Core Marketplace Accelerates as Wholesale Shutdown Nears Completion The company delivered strong Q3 results beating the midpoint of its guidance for the core Marketplace business. Growth was driven by solid execution in both the U.S. and international segments with continued dealer additions and rising spend per dealer. The wind-down of the CarOffer wholesale business is progressing as planned removing a major source of volatility and financial drag. Management demonstrated significant confidence by accelerating its share repurchase program. 🐂 points to a focused"
X Link 2025-11-06T21:52Z 5031 followers, XXX engagements
"$PLMR Q3 2025 earnings: Another strong beat and raise driven by exceptional growth in new lines. Palomar delivered a very impressive quarter with revenue and earnings well ahead of expectations. Growth has accelerated significantly powered by the company's newer Crop and Casualty businesses. Profitability also improved and management raised its full-year earnings guidance for the third time this year signaling strong confidence. 🐂 Bulls will point to the massive XX% growth in adjusted net income and the XX% jump in gross written premiums a significant acceleration from last quarter. The new"
X Link 2025-11-06T22:15Z 5039 followers, XXX engagements
"$PPL Q3 2025 earnings: Asset impairment overshadows strong operational performance and a key commercial win. Pembina's third-quarter results were messy. GAAP earnings fell sharply due to a large non-cash impairment charge on certain assets within its Pembina Gas Infrastructure (PGI) joint venture. However looking past this accounting charge the underlying business showed resilience. Adjusted EBITDA a better proxy for cash earnings actually increased slightly year-over-year driven by solid performance in the Pipelines and Facilities segments. The biggest news this quarter was a landmark"
X Link 2025-11-06T22:38Z 5034 followers, 1075 engagements
"$SGRY Q3 2025 earnings: Solid underlying growth is overshadowed by a guidance reduction driven by slower M&A and softer trends. The company delivered a solid quarter from an organic growth perspective with same-facility revenue accelerating. However this positive was outweighed by a significant reduction in full-year guidance for both revenue and earnings. Management attributes the lowered outlook to a slower pace of acquisitions than originally planned and softer-than-expected volume and payor mix trends during the quarter. While the core business appears healthy the guidance cut raises"
X Link 2025-11-10T14:09Z 5031 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 $XXXX million this quarter"
X Link 2025-11-10T14:24Z 5031 followers, XXX engagements
"$GEMI Q3 2025 earnings: First Public Quarter Shows Strong Growth and Diversification Amid IPO-Related Costs This is Gemini's first report as a public company following its September IPO. The quarter showcased very strong operational momentum with net revenue more than doubling year-over-year driven by a surge in trading volumes and impressive growth in the Gemini Credit Card business. However operating expenses also exploded due to a massive mostly non-cash stock-based compensation charge related to the IPO leading to a significant net loss. The company is successfully diversifying its"
X Link 2025-11-10T22:09Z 5035 followers, XXX engagements
"$LEGN Q3 2025 earnings: - . Legend Biotech reported another quarter of strong CARVYKTI sales demonstrating continued commercial execution and market leadership. Manufacturing expansion is progressing as planned a key step in meeting demand. However operating expenses also rose significantly leading to a wider operating loss compared to the previous quarter. Management reaffirmed its timeline to achieve profitability which will be a key focus for investors. 🐂 : CARVYKTI's momentum is undeniable with total net sales growing XX% quarter-over-quarter. Key manufacturing expansions are on"
X Link 2025-11-12T12:33Z 5027 followers, XXX engagements
"$TIC Q3 2025 earnings: NV5 integration progresses amid steady results; full-year outlook reaffirmed. This was a complex but foundational quarter for TIC Solutions dominated by the integration of its transformational merger with NV5. Reported revenue and earnings grew substantially due to the acquisition. The key positive development was an increase in the cost synergy target signaling early integration success. However underlying organic growth was nearly flat. Management showed confidence by reaffirming its full-year guidance which implies a strong final quarter for the year. 🐂 : The NV5"
X Link 2025-11-12T12:45Z 5034 followers, 1710 engagements
"$TDG Q4 2025 earnings: A strong finish to the year is overshadowed by a weak profitability outlook for FY2026. TransDigm reported a solid fourth quarter beating its previous full-year guidance on revenue EBITDA and EPS. All major segments performed well with the commercial OEM business rebounding strongly. However the initial guidance for fiscal 2026 points to a significant slowdown in profit growth and contracting margins which is a major concern. 🐂 points to a strong operational finish to FY2025. The company beat its recently raised guidance across the board. The commercial OEM segment a"
X Link 2025-11-12T12:48Z 5032 followers, XXX engagements
"$ARCO Q3 2025 earnings: Massive Brazil Tax Credit Inflates Bottom Line Amidst Steady Sales Growth A huge one-time tax credit in Brazil makes Arcos Dorados' third-quarter results look spectacular on the surface. While the underlying business saw steady inflation-matching sales growth and continued digital strength the core Brazil market remains soft. 🐂 Bulls will celebrate the $XXXXX million net benefit from the Brazil tax credit which will significantly boost cash flow starting in 2026. They will also point to the continued strength of the digital business which now accounts for XX% of all"
X Link 2025-11-12T14:42Z 5039 followers, XXX engagements
"$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 5045 followers, XXX engagements
"$KLC Q3 2025 earnings: Second Guidance Cut Overshadows Cost Control as Enrollment Woes Persist A very weak quarter. Revenue was nearly flat and profits fell as lower enrollment continued to pressure the business. Management cut its full-year forecast for the second time in a row signaling that the turnaround is taking longer and is more difficult than expected. The only bright spots were strong growth in the smaller before-and-after-school business and lower interest payments. 🐂 Bulls will focus on the strong XXXX% revenue growth in the Champions (before- and after-school) business. They"
X Link 2025-11-12T21:35Z 5021 followers, XXX engagements
"$MPTI Q3 2025 earnings: Sequential Margin Improvement Tempered by Softer Backlog M-tron reported solid year-over-year revenue growth and a welcome sequential improvement in gross margins. However the company's record backlog saw its first sequential dip in several quarters raising questions about near-term order momentum. Overall the results show progress in managing costs but the slight cooling in new orders introduces a note of caution. 🐂 Bulls will focus on the strong XXXX% year-over-year growth in backlog which still provides excellent revenue visibility. They will also be encouraged by"
X Link 2025-11-12T22:18Z 5035 followers, XXX engagements
"$AP Q3 2025 earnings: Restructuring Pays Off: U.K. Exit Accelerated Profit Outlook Raised. Ampco-Pittsburgh reported a strong quarter on an adjusted basis driven by impressive growth in its Air & Liquid Processing segment and better pricing in its core metals business. The main development was the accelerated completion of the U.K. facility closure which management now believes will boost annual profits more than initially expected. While the core steel market remains weak the company has executed well on its strategic plan significantly improving its future earnings power. 🐂 : Management"
X Link 2025-11-12T22:21Z 5027 followers, XXX engagements
"$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 5030 followers, 1641 engagements
"$PLBY Q3 2025 earnings: Turnaround Gains Traction as Company Posts First Net Profit Since Going Public. The company's shift to an asset-light licensing-focused model is paying off. This quarter marks a significant milestone with Playboy achieving its first net profit since going public. Strong growth in the high-margin licensing business and a remarkable turnaround at Honey Birdette drove the improved results despite a continued drag from legal expenses. The company also strengthened its financial position by extending its debt maturity. 🐂 Bulls will celebrate the achievement of net income"
X Link 2025-11-12T22:35Z 5034 followers, 1154 engagements
"$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 5040 followers, XXX engagements
"$MOB Q3 2025 earnings: Strong Revenue Growth and Cash Infusion Position Company for US Defense Push Mobilicom reported strong sequential revenue growth driven by Tier-1 U.S. defense customers. A recent capital raise of over $XX million significantly strengthened its balance sheet providing a very long runway to execute its strategy. The company is well-positioned to benefit from new U.S. Department of Defense (DoD) cybersecurity mandates although absolute revenue remains low. 🐂 Bulls will focus on the impressive XX% quarter-over-quarter revenue growth showing clear business acceleration."
X Link 2025-11-13T12:34Z 5041 followers, XXX engagements
"$LAZR Q3 2025 earnings: Navigating a Liquidity Crisis as Strategic Review Continues The company reported top-line growth that met its prior guidance but this operational detail is completely overshadowed by a severe liquidity crisis. Luminar has suspended its financial outlook hired advisors to explore strategic alternatives including a sale and is currently in forbearance with its lenders after missing interest payments. The appointment of a new highly experienced CFO signals an attempt to navigate this financial distress. 🐂 Bulls can point to the XX% sequential revenue growth which shows"
X Link 2025-11-13T21:37Z 5043 followers, XXX engagements
"$EC Q3 2025 earnings: . Ecopetrol reported a challenging quarter marked by a significant year-over-year decline in commodity prices. Revenue and net income fell sharply as a result. However the company demonstrated strong operational resilience. Production remained stable and the refining segment delivered a near-record throughput and substantially higher margins following the completion of major maintenance. A robust efficiency program continued to deliver significant cost savings helping to mitigate the tough macroeconomic environment. 🐂 Bulls will focus on the impressive operational"
X Link 2025-11-13T23:07Z 5043 followers, XXX engagements
"$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 5023 followers, XXX engagements
"$RLX Q3 2025 earnings: International Expansion and China Recovery Drive Strong Results RLX reported a very strong quarter with significant revenue acceleration and margin expansion. Growth was driven by the full consolidation of its recent European acquisition solid organic performance in other international markets and a gradual recovery in Mainland China. The successful launch of a new product category in the UK is also a notable positive step. 🐂 Bulls will celebrate the impressive top-line growth with revenue up XX% year-over-year. The European acquisition is clearly paying off and the"
X Link 2025-11-14T11:57Z 5040 followers, XXX engagements
"$XBP Q3 2025 earnings: - This is the first report from XBP Global following its transformative acquisition of Exela BPA. The results are complex presented on both an "as reported" and "pro forma" basis. The pro forma numbers which better reflect the combined company's performance show a significant revenue decline. However the company has successfully improved margins and profitability indicating strong cost control. The main challenge is reversing the negative top-line trend. 🐂 : Bulls will focus on the clear improvement in profitability. Pro Forma Adjusted EBITDA grew XXX% and its"
X Link 2025-11-14T21:45Z 5041 followers, XXX engagements
"$ARMK Q4 2025 earnings: Q4 Growth Ramp Falls Short of High Expectations But FY26 Guidance Points to Confidence. Aramark's fourth-quarter results were mixed. Headline revenue growth was strong at XX% but roughly half of this came from an extra week in the quarter. The underlying growth of about X% missed the significant acceleration management had signaled last quarter which they attribute to delays in starting large new contracts. Profitability was also weaker than expected due to a large one-time incentive bonus. However the company issued strong guidance for fiscal 2026 suggesting the"
X Link 2025-11-17T11:45Z 5035 followers, XXX engagements
"$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
"$FUTU Q3 2025 earnings: Accelerating growth and expanding margins paint a powerful picture. Futu Holdings delivered a stellar quarter with accelerating client acquisition and record trading activity driving exceptional revenue and profit growth. The company is demonstrating significant operating leverage with margins expanding to new highs and is on track to comfortably beat its full-year client growth targets. 🐂 * 🟢 Client acquisition momentum has re-accelerated with 254000 new funded accounts added a XX% increase from the prior quarter. This eases a key concern from Q2. * 🟢 Explosive"
X Link 2025-11-18T11:20Z 5043 followers, XXX engagements
"$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 $XXX million"
X Link 2025-11-18T22:17Z 5041 followers, 1389 engagements
"$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 5035 followers, XXX engagements
"$GFF Q4 2025 earnings: % Griffon Corporation delivered a solid finish to fiscal 2025 characterized by resilient margins in its Home and Building Products (HBP) segment and continued profitability improvements in Consumer and Professional Products (CPP) despite ongoing demand headwinds. The company demonstrated strong operational discipline generating substantial free cash flow that fueled a significant XX% increase in the quarterly dividend. While top-line growth remains elusive due to macro challenges the focus on efficiency and shareholder returns anchors the investment thesis. 🐂 "
X Link 2025-11-19T13:08Z 5041 followers, XXX engagements
"$QFIN new info from the call: Asset Quality and Risk Metrics New Granular Risk Data: Management disclosed that the C-M2 ratio (delinquency after XX days of collection) deteriorated significantly to XXXX% in Q3 from XXXX% in Q2. The Day X delinquency rate rose to XXX% from 5.1%. Recovery Timeline Extended: While management previously expected a quicker turnaround they admitted the risk adjustment cycle is taking longer than expected. Leading risk indicators for new loans have not yet dropped to desired levels and it typically takes 2-3 quarters for strategy tightening to reflect in the overall"
X Link 2025-11-19T20:15Z 5041 followers, XXX engagements
"$ODD Q3 2025 earnings: ODDITY Tech continues its streak of consistent execution beating Q3 expectations on both top and bottom lines and raising its full-year outlook. The abstract Brand X teased in previous quarters has officially launched as a medical-grade beauty and wellness brand. While revenue growth remains robust at XX% the company is pivoting into a heavy investment phase to support this launch which will significantly compress profitability in Q4. 🐂 Execution Machine: Ninth consecutive quarter of beating guidance and raising the full-year outlook since the IPO. Gross Margin"
X Link 2025-11-19T21:27Z 5041 followers, 3876 engagements
"$KLIC Q4 2025 earnings: : Kulicke & Soffa delivered a solid beat on both top and bottom lines for the fourth quarter marking a decisive shift from the "stabilization" narrative of previous quarters to actual recovery. While full-year figures reflect the cyclical trough the industry has navigated the sequential acceleration in revenue and a robust outlook for the first quarter of fiscal 2026 suggest the worst is likely behind them. Management cites improving end-market dynamics and order activity as key drivers validating the cautious optimism expressed earlier in the year. 🐂 : Revenue"
X Link 2025-11-19T21:36Z 5041 followers, XXX engagements
"$YY $JOYY Q3 2025 earnings: JOYY Inc. delivered a quarter characterized by a successful strategic pivot. While consolidated revenue remains slightly down year-over-year the company achieved sequential growth for the second consecutive quarter. The narrative has shifted from "stabilization" to "acceleration" driven by the Advertising segment (BIGO Ads) which surged nearly 30%. Profitability improved significantly due to operational efficiency and the high-margin nature of the ad business. Management signaled a return to year-over-year growth in Q4 marking a pivotal turnaround point for the"
X Link 2025-11-20T00:14Z 5041 followers, XXX engagements
"$VNET Q3 2025 earnings: Wholesale boom drives another beat and raise (VNET) delivered a robust third quarter characterized by explosive growth in its wholesale segment and improved profitability metrics. The company continues to capitalize on the AI-driven demand for high-performance computing in China leading management to raise full-year guidance for both revenue and Adjusted EBITDA. While the bottom line showed a net loss this was primarily due to non-cash fair value changes rather than operational weakness. 🐂 : Wholesale revenue soared XXXX% year-over-year proving the "Hyperscale"
X Link 2025-11-20T11:27Z 5041 followers, XXX engagements
"$STG Q3 2025 earnings: Profitability peaks but growth engine sputters Sunlands Technology Group delivered a quarter defined by a sharp contrast between current profits and future growth indicators. While the company achieved an impressive surge in Net Income and expanded margins by focusing on high-value courses for seniors the top-line story is rapidly deteriorating. New student enrollments and Gross Billingsthe best predictors of future revenueboth contracted year-over-year. Furthermore the companys "revenue store" (deferred revenue) is depleting leading management to guide for a return to"
X Link 2025-11-20T11:44Z 5040 followers, XXX engagements
"$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 ($GNK) rather than shipping operations. Management remains cautious about the immediate future projecting that revenues for the remainder of 2025 may not"
X Link 2025-11-20T16:34Z 5021 followers, XXX engagements
"$IESC Q4 2025 earnings: Record results driven by data center demand; Residential headwinds persist. IES Holdings delivered a blowout fourth quarter to close Fiscal 2025 characterized by record revenue and operating income. The company is benefitting significantly from the secular tailwinds in the data center market which fueled massive growth in its Communications and Infrastructure Solutions segments. However this strength masked continued weakness in the Residential segment where high interest rates and affordability issues dragged down results. Notably the company maintained a pristine"
X Link 2025-11-21T14:06Z 5033 followers, XXX engagements
"$A Q4 2025 earnings: Growth Accelerates Outlook Solid Agilent Technologies delivered a strong finish to fiscal year 2025 beating revenue expectations and landing at the top end of its earnings guidance. The company highlighted its sixth consecutive quarter of accelerating core revenue growth signaling that the instrument replacement cycle and market recovery are gaining traction. Management initiated FY26 guidance that projects continued steady growth. 🐂 : Q4 revenue of $XXXX billion exceeded the guidance range ($1.82$1.84B). Core growth accelerated to XXX% up from XXX% in Q3 continuing a"
X Link 2025-11-24T21:18Z 5043 followers, XXX engagements
"$KEYS Q4 2025 earnings: Acceleration in orders and revenue major guidance beat and a new $XXX billion buyback. 🐂 : Revenue growth hit XX% YoY but the real story is the guidance for Q1 2026 which implies an acceleration to XX% growth. : Orders surged XX% YoY to $XXXX billion significantly outpacing revenue (book-to-bill ratio of 1.08) signaling a strong backlog for 2026. : It is not just AI anymore. The industrial and general electronics segment (EISG) grew X% confirming a cyclical recovery is taking hold alongside secular AI tailwinds. : Management authorized a new $XXX billion share"
X Link 2025-11-24T21:23Z 5032 followers, XXX engagements
"$BZUN Q3 2025 earnings: - Baozun Inc. reported mixed third-quarter results. While the company made significant progress in its core operationsnarrowing operating losses and turning a profit in its e-commerce segmentthe final net loss number widened due to investment losses and costs related to selling off subsidiaries. Revenue growth continued but slowed compared to the previous quarter. 🐂 : The core e-commerce business (BEC) swung to an adjusted operating profit of RMB XXXX million a massive improvement from a RMB XXXX million loss a year ago. : The Brand Management unit (gap etc.)"
X Link 2025-11-25T11:25Z 5034 followers, XXX engagements
"$YRD Q3 2025 earnings: : Yiren Digital reported a mixed third quarter where strong headline loan volume growth (+51% YoY) masked underlying deterioration in credit quality and core profitability. While the company is successfully pivoting its insurance business online the bottom line was heavily supported by fair value gains from Ethereum holdings rather than operating efficiency. Management is tightening credit standards in response to industry headwinds resulting in a shrinking active borrower base. 🐂 Insurance Pivot Working: The transition to digital insurance is gaining traction."
X Link 2025-11-25T11:36Z 5034 followers, XXX engagements
"$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 5032 followers, XXX engagements
"$WDAY Q3 2026 earnings: & Workday delivered a strong beat and raise quarter. While top-line revenue growth has moderated slightly compared to historical highs the company is showing impressive leverage with soaring profit margins. The most notable metric is the acceleration in backlog growth fueled by the strategic acquisition of Paradox and demand for AI agents. Management raised full-year guidance and signaled an acceleration into Q4. 🐂 🟢 : Non-GAAP operating margins hit XXXX% significantly up from XXXX% last year. The company is efficiently balancing growth with profitability. 🟢 :"
X Link 2025-11-25T21:20Z 5043 followers, 1130 engagements
"$NTNX Q1 2026 earnings: Accounting noise masks solid execution Solid bookings and cash flow overshadowed by revenue recognition delays. Nutanix reported a mixed quarter where the accounting specifics clashed with business momentum. While the company missed its revenue guidance and lowered the full-year revenue outlook this was attributed entirely to a "revenue shift" where booked deals will be recognized in future periods rather than immediately. Crucially Annual Recurring Revenue (ARR) growth remained strong at XX% and management the full-year Free Cash Flow outlook suggesting the underlying"
X Link 2025-11-25T21:33Z 5022 followers, 1531 engagements
"$CHA Q3 2025 earnings: Contraction deepens amid intense price wars Chagee Holdings reported a challenging quarter marked by a rare contraction in revenue and GMV signaling that the intensified delivery platform subsidy competition in China is biting harder than anticipated. While the company continues to expand its physical footprint (+26% YoY) and international GMV is booming (+75%) the core domestic business is shrinking. Management responded to the headwinds by declaring a special cash dividend of $XXX million leveraging its massive cash pile to return capital while the growth story hits a"
X Link 2025-11-28T12:06Z 5035 followers, XXX engagements
"$OKTA Q3 2026 earnings: Okta delivered a steady third quarter characterized by disciplined execution and a significant profitability milestone. While top-line growth continues to moderate as the company scales Okta achieved GAAP operating profitability for the first time in recent reporting validating its focus on efficiency. The narrative has shifted from pure recovery to "profitable growth" and positioning the platform as the identity standard for the emerging AI agent ecosystem. 🐂 : GAAP operating income flipped to positive $XX million (from a $XX million loss last year) proving the"
X Link 2025-12-02T21:14Z 5041 followers, 1024 engagements
"$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 $5.4"
X Link 2025-12-03T11:29Z 5032 followers, XXX engagements
"$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 5030 followers, XXX engagements
"$CXM new info from the call: RPO Decline Context: Management attributed the X% year-over-year decline in Remaining Performance Obligations (RPO) to large deal pull-forwards in the prior years comparable quarter (Q3 FY25); excluding these outliers RPO would have been flat year-over-year. Large Customer Cohort Health: While the count of customers generating over $X million decreased to XXX the aggregate revenue from this specific cohort grew X% year-over-year and their Net Dollar Expansion (NDE) rate stood at 113%. Billings Guidance: The company estimated total billings for Q4 will be"
X Link 2025-12-03T16:07Z 5035 followers, XXX engagements
"$TLYS Q3 2025 earnings: Tilly's delivered a pivotal quarter reporting its first comparable net sales growth since 2021. While total revenue dipped slightly due to a smaller store footprint the company significantly narrowed its losses through aggressive cost controls and improved product margins. Momentum appears to be accelerating into the holiday season with management guiding for continued comparable sales growth in Q4. 🐂 : Total comparable sales rose XXX% 🟢 driven by a robust XXX% increase in physical store comps. : Gross margin expanded by XXX basis points to XXXX% 🟢 driven by"
X Link 2025-12-03T21:18Z 5040 followers, XXX engagements
"$SNOW Q3 2026 earnings: Future Bookings Surge Signals AI Demand . Snowflake reported a solid third quarter characterized by a significant acceleration in future contract commitments (RPO) even as recognized revenue growth moderated slightly compared to Q2. The company continues to see stability in customer retention and is touting rapid adoption of its new enterprise AI agent Snowflake Intelligence. 🐂 : Remaining Performance Obligations grew % YoY to $XXXX billion accelerating from XX% in Q2. This indicates strong future demand and large deal momentum. : Net Revenue Retention (NRR)"
X Link 2025-12-03T21:24Z 5032 followers, 1301 engagements
"$PATH Q3 2026 earnings: Agentic AI focus yields revenue acceleration and first GAAP operating profit UiPath delivered a strong quarter characterized by accelerating revenue growth and a significant milestone in profitability. The company reported its first-ever third quarter of GAAP operating profitability validating managements recent efforts to tighten operational rigor. While Annualized Renewal Run-rate (ARR) growth remains stable at XX% revenue growth accelerated to XX% year-over-year. The narrative has shifted heavily toward Agentic Automation supported by a flurry of high-profile"
X Link 2025-12-03T21:35Z 5041 followers, 1014 engagements
"$PVH Q3 2025 earnings: : PVH Corp (owner of Calvin Klein and Tommy Hilfiger) delivered a solid quarter that exceeded its own expectations on both the top and bottom lines. Despite a difficult global environment and rising trade tariffs the company grew reported revenue and maintained tight inventory control. Management narrowed its full-year outlook to the high end of previous ranges signaling confidence that they can navigate cost pressures better than initially feared. 🐂 : Non-GAAP EPS of $XXXX significantly beat the guidance range of $XXXX to $XXXX. : The estimated full-year"
X Link 2025-12-03T21:43Z 5032 followers, XXX engagements
"$DSGX Q3 2026 earnings: Record revenues and margins amid trade complexity Descartes Systems Group delivered a strong beat in its third quarter driven by the increasing complexity of global trade. The company reported record revenues and adjusted EBITDA with significant margin expansion. Management announced a CFO transition plan and filed for a share buyback program (NCIB) signalling confidence in cash flow generation. The company is capitalizing on tariff volatility and sanction regime changes which drive customers to its Global Logistics Network. 🐂 : Adjusted EBITDA margin expanded"
X Link 2025-12-03T22:23Z 5041 followers, XXX engagements
"$DSGX new info from the call: Financial & Operating Metrics Organic Growth Acceleration: Organic services revenue growth on an FX-neutral basis was estimated at X% for Q3 a significant acceleration from the X% average seen in Q1 and Q2. E-commerce Scale: The e-commerce segment now represents approximately XX% of total business. Cross-Selling: Cross-selling activity now accounts for 65-70% of sales activity a substantial increase from XX% fifteen years ago. MacroPoint Tracking Rates: Compliance rates for the MacroPoint visibility solution have reached XX% (up from XX% previously) compared to"
X Link 2025-12-04T07:50Z 5041 followers, XXX engagements
"$BETA Q3 2025 earnings: - BETA Technologies released its first financial report as a public company showcasing rapid top-line growth fueled by defense contracts and early product deliveries. While the headline net loss appears alarming due to significant one-time accounting charges related to preferred stock the underlying business operations are scaling as planned. With a freshly bolstered balance sheet from its IPO and a strategic investment from GE Aerospace BETA is well-capitalized to pursue its certification roadmap. 🐂 : Revenue jumped nearly XXX% year-over-year to $8.9M driven by"
X Link 2025-12-04T11:49Z 5039 followers, XXX engagements
"$CM Q4 2025 earnings: High-quality beat to close the fiscal year: accelerating revenue double-digit EPS growth and a massive dividend hike. CIBC delivered a record performance to close Fiscal 2025 characterized by broad-based growth across all business units. The bank successfully navigated the CEO transition from Victor Dodig to Harry Culham (effective Nov 1) without missing a beat. Revenue growth accelerated significantly compared to Q3 driven by margin expansion and volume growth. While credit provisions rose the bank signaled confidence in its future cash flows by announcing a"
X Link 2025-12-04T12:33Z 5043 followers, XXX engagements
"$CRMT Q2 2026 earnings: Capital overhaul brings liquidity but heavy charges drive losses. ' - America's Car-Mart navigated a pivotal quarter defined by a complete overhaul of its balance sheet. While top-line revenue remained flat the company incurred a significant net loss driven by higher credit loss provisions and one-time charges associated with extinguishing its restrictive revolving credit facility. The company secured a new $XXX million term loan providing necessary liquidity but operational challenges persist with declining unit volumes and rising net charge-offs. 🐂 : The new"
X Link 2025-12-04T13:25Z 5032 followers, XXX engagements
"$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 $. impairment charge related to its automated fulfillment network. This signals a major strategic pivotand admission of failureregarding its previous capital-heavy e-commerce strategy (likely the Ocado partnership). While identical sales growth remains positive it has decelerated from the previous quarter."
X Link 2025-12-04T13:26Z 5041 followers, XXX engagements
"$CM new info from the call: Fiscal 2026 Guidance and Outlook Expense Growth: Management intends to manage expense growth to the mid-single digits for fiscal 2026 a significant moderation from the XX% growth seen in Q4. This target applies to both the all-bank level and specifically to the U.S. region. EPS Outlook: Fiscal 2026 EPS growth is expected to be at the high end or higher than the medium-term target range of X% to 10%. ROE Target: The bank expects to achieve its return on equity (ROE) target of above XX% in fiscal 2026. Credit Guidance: The impaired provision for credit losses (PCL)"
X Link 2025-12-04T17:53Z 5042 followers, XXX engagements
"$DOCU Q3 2026 earnings: Beat and Raise: Strong execution on new platform strategy drives double-digit billings growth and guidance hike. Docusign delivered a robust "beat and raise" quarter validating its pivot from a simple e-signature tool to a broader Intelligent Agreement Management (IAM) platform. While the market had concerns about execution risks and margin pressure earlier in the year Q3 results show the strategy is gaining traction. Revenue and billings both exceeded the high end of management's previous guidance. The IAM platform has scaled rapidly to over 25000 customers providing"
X Link 2025-12-04T21:20Z 5023 followers, 1395 engagements
"$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 5034 followers, XXX engagements
"$IDT Q1 2026 earnings: High-margin segments drive record profitability Profitability surges as high-margin Fintech and Retail units overtake legacy decline. IDT Corporation delivered a strong start to Fiscal Year 2026. While top-line revenue growth remains modest at X% the company is successfully executing a mix shift toward higher-margin businesses. The three growth enginesNRS (retail software) Fintech (money transfer) and net2phone (cloud comms)now generate substantial operating leverage. Notably the Fintech segment nearly doubled its operating income year-over-year. Management also noted a"
X Link 2025-12-04T22:05Z 5032 followers, 1222 engagements
"$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 5030 followers, XXX engagements
"$IOT new info from the call: Financial Outlook & Modeling FY2027 Consensus: Management explicitly stated they expect the initial FY2027 revenue guidance (in dollars) to be higher than where the current analyst consensus stands citing Q3 outperformance. Net New ARR Seasonality: Q3 typically tracks below Q2 in net new ARR; however this quarter broke that trend with broad-based strength rather than a single anomaly. Large Deal Volatility: The shift toward large enterprise deals ($1M+) introduces higher quarter-to-quarter variability in ARR results due to unpredictable timing even if long-term"
X Link 2025-12-06T16:24Z 5040 followers, XXX engagements
"$COO new info from the call: Strategic Review Timeline: An update on the strategic review is expected by the Q1 earnings call (early March) unless a material event occurs sooner. Implications: Management acknowledged that a separation of the business units would create dis-synergies regarding back-office costs and tax implications though the review is intended to weigh these against potential value unlocking. CooperVision (CVI) Clarity Performance: Clarity lens revenue declined approximately X% in the quarter; the product line generates roughly $XXX million in annualized revenue. China"
X Link 2025-12-08T10:17Z 5020 followers, XXX engagements
"$CMP Q4 2025 earnings: Balance sheet repair takes center stage as inventory unwind drives massive cash flow improvement. Compass Minerals delivered a pivotal clean-up quarter to end Fiscal 2025. The company aggressively executed its back-to-basics strategy focusing on selling off excess inventory rather than maximizing production. While this weighed on fixed-cost absorption during the year the payoff was substantial: operating cash flow skyrocketed allowing for a significant reduction in debt. While the bottom line remains in the red the narrowing loss and strong EBITDA growth in Q4 suggest"
X Link 2025-12-08T21:47Z 5031 followers, XXX engagements
"$CNM Q3 2025 earnings: Margin resilience amid mixed demand & Core & Main posted a mixed third quarter where profitability improvements overshadowed sluggish top-line growth. While net sales grew slightly (+1.2%) this was driven primarily by acquisitions rather than organic demand. The company faced a challenging backdrop in the residential market but successfully offset this through disciplined pricing private label growth and strength in high-value segments like wastewater treatment and geosynthetics. Management reaffirmed their full-year outlook and significantly boosted their share"
X Link 2025-12-09T12:13Z 5041 followers, XXX engagements
"$FERG earnings Quarter Ended Oct XX 2025: - Ferguson delivered a solid quarter characterized by a sharp divergence between its two main end markets. While residential markets struggled with muted demand the company leveraged its scale in non-residential sectorsparticularly large capital projectsto drive XXX% revenue growth. Profitability improved significantly due to disciplined cost management and margin expansion leading management to narrow their full-year margin guidance upward. 🐂 🟢 - : Non-residential revenue (approx. XX% of US sales) surged XX% driven by data centers waterworks"
X Link 2025-12-09T12:29Z 5043 followers, XXX engagements
"$CAL Q3 2025 earnings: Transition pains as acquisition and tariffs weigh on profitability Caleres reported a complex quarter defined by the integration of Stuart Weitzman and significant margin headwinds. While top-line sales grew due to the acquisition and organic strength in the Brand Portfolio profitability was severely impacted by transaction costs and ongoing tariff pressures. Famous Footwear continued to see soft demand though trends improved slightly compared to the prior quarter. Management provided a cautious outlook forecasting a loss for the upcoming fourth quarter. 🐂 : Even"
X Link 2025-12-09T13:11Z 5043 followers, XXX engagements
"$ASO Q3 2025 earnings: Academy Sports + Outdoors delivered a mixed but generally resilient quarter. While comparable sales (comps) remained slightly negative the company significantly improved its profitability profile. Gross margins expanded impressively and earnings per share (EPS) grew double-digits. The narrative has shifted from purely trying to fix traffic to successfully managing margins and exploding eCommerce growth while expanding the physical footprint. 🐂 : Online sales grew .% year-over-year. This is a major acceleration and proves their omnichannel strategy is working. :"
X Link 2025-12-09T14:09Z 5041 followers, XXX engagements
"$ARQQ Q4 2025 earnings: . Arqit Quantum Inc. reported full-year fiscal 2025 results showing a pivot towards channel partnerships is generating revenue growth albeit from a very small base. While the company successfully raised cash to extend its runway operating losses widened significantly due to foreign exchange headwinds and legal settlement provisions. The company has moved away from its satellite ambitions to focus purely on encryption software. 🐂 : Revenue increased % year-over-year to $XXXX million driven by the commencement of operational contracts. : Cash and cash"
X Link 2025-12-09T14:15Z 5041 followers, XXX engagements
"$CNM new info from the call: Financial Guidance & Modeling Specifics Q4 SG&A Expectations: SG&A expenses are projected to be approximately $XX million lower sequentially in the fourth quarter due to seasonality and the realization of cost actions. Inflation Rate: Operational cost inflation is currently running in the mid-single digits annually higher than the industrys typical low-single-digit range. Primary drivers include facility lease renewals at higher fair market values fleet costs and elevated medical claims. FY 2026 Pricing: Early indications for fiscal 2026 suggest pricing will be at"
X Link 2025-12-09T15:35Z 5041 followers, XXX engagements
"$BRZE Q3 2026 earnings: Growth Accelerates to XXXX% but Gross Margins Take a Hit Braze is defying the broader software slowdown. Revenue growth accelerated for the second consecutive quarter hitting XXXX% YoY ($190.8M) driven by a XX% surge in large customers. Crucially the company has turned the corner on profitability delivering $5.1M in Non-GAAP Operating Income (vs. a $2.2M loss a year ago) and $17.8M in Free Cash Flow. However this growth comes with a cost: Gross Margins compressed to XXXX% as the revenue mix shifts toward lower-margin premium messaging channels like SMS and WhatsApp. 🐂"
X Link 2025-12-09T21:35Z 5048 followers, XXX engagements
"$BRZE new info from the call: Financial Performance & Targets Organic Growth Acceleration: Organic revenue growth was XXXX% year-over-year (excluding the $XXX million contribution from Braze AI Decisioning Studio) marking the second consecutive quarter of organic acceleration. In-Quarter Retention Trends: In-quarter organic Dollar-Based Net Retention (DBNR) increased sequentially to over XXX% continuing a trend of stabilization and slight improvement relative to Q1 and Q2. FY2027 Margin Target: Management explicitly committed to returning to their Investor Day profitability framework in"
X Link 2025-12-10T11:27Z 5041 followers, XXX engagements
"$ASO new info from the call: Consumer Behavior & Demographics Income Shift: The customer base has shifted significantly; households earning over $100000 now represent XX% of sales (up from roughly one-third previously). Traffic from this cohort grew high single digits. Lower Income Trends: Traffic from households earning under $50000 declined mid-single digits which is an improvement compared to steeper declines in the first half of the year. Shopping Cadence: Spending remains episodic. Sales slowed in mid-November due to warm weather but rebounded for a record-breaking Black Friday. However"
X Link 2025-12-10T14:41Z 5043 followers, XXX engagements
"@Christresnicky Thank you for the feedback Article mentions increased share count YoY not QoQ and twice says shares were diluted in December 2024. Growth of key metrics (Revenue Earnings) is compared YoY - dilution explains the YoY difference"
X Link 2025-12-10T16:38Z 5041 followers, XX engagements
"$KEQU Q2 2026 earnings: Acquisition Masks Organic Erosion Kewaunee reported a massive XX% YoY revenue surge to $70.1M but the numbers are deceptive. The growth is entirely driven by the Nu Aire acquisition (closed Nov 2024). The legacy domestic construction business is shrinking evidenced by a XX% drop in Net Income and a XX% decline in Domestic segment earnings despite the top-line boom. While International execution is improving the sequential backlog decline suggests demand normalization is underway. 🐂 : The International segment is finally delivering on its backlog. Revenue grew XX% YoY"
X Link 2025-12-10T21:36Z 5047 followers, XXX engagements
"$HXL Hexcel Q3 2025: Guidance Cut Amid Destocking but a Big Buyback Signals Confidence Hexcels quarter was a story of near-term pain versus long-term conviction. The company delivered results largely in line with lowered expectations but officially cut its full-year guidance confirming that the commercial aerospace recovery is hitting more turbulence. Persistent inventory destocking now also affecting the Boeing XXX and the impact of tariffs forced a significant reduction in the EPS forecast. However for bulls management sent a powerful signal by announcing a new $XXX million accelerated"
X Link 2025-10-22T20:34Z 5055 followers, XXX engagements
"$HRTX Q3 2025 earnings: Acute Care growth accelerates as promised but financials clouded by one-off charges. The company delivered on its promise of second-half acceleration in the key Acute Care franchise. Revenue growth here jumped sequentially after a flat Q2 suggesting the previously discussed inventory issues are resolved. Management reaffirmed full-year guidance for both revenue and profitability. However a large one-time charge from their recent refinancing led to a significant GAAP net loss which may distract from the improving operational story. 🐂 : The core growth thesis is playing"
X Link 2025-11-04T13:15Z 5055 followers, XXX engagements
"$TFX Q3 2025 earnings: Core Business Weakness and Major Write-Downs Lead to Lowered Outlook Teleflex reported mixed third-quarter results. Adjusted earnings per share were slightly better than expected and revenue met the midpoint of the company's guidance. The newly acquired BIOTRONIK Vascular Intervention (VI) business performed well. However these positives were heavily overshadowed by significant issues in the core business. The company took over $XXX million in impairment charges effectively writing down the value of its Urology (UroLift) and bariatric (Titan SGS) assets due to"
X Link 2025-11-06T12:29Z 5055 followers, XXX engagements
"$STRA Q3 2025 earnings: ETS growth engine powers through boosting profitability despite enrollment headwinds. The report shows a solid quarter driven by the exceptional performance of the Education Technology Services (ETS) segment. This high-growth high-margin business is successfully offsetting persistent but manageable enrollment declines in the U.S. Higher Education and Australia/New Zealand segments. Significantly improved profitability in the core U.S. business driven by cost controls and higher revenue per student was a major positive surprise. A large restructuring charge impacted"
X Link 2025-11-06T13:59Z 5055 followers, XXX engagements
"$WMG Q4 2025 earnings: - Warner Music Group delivered a strong end to fiscal 2025 validating the turnaround narrative management pitched earlier in the year. After a sluggish Q2 (+1%) and a recovering Q3 (+7%) revenue growth accelerated significantly to XX% in Q4. Both Recorded Music and Publishing saw double-digit gains and crucial subscription streaming metrics improved sequentially. However cash flow remains pressured by restructuring costs and working capital timing. 🐂 - : Revenue growth jumped to XX% YoY a major improvement from the single-digit growth seen in Q2 and Q3. :"
X Link 2025-11-20T12:38Z 5055 followers, XXX engagements
"$ALOT Q3 2026 earnings: Profitability Surges Despite Revenue Headwinds AstroNova delivered a mixed but profit-heavy quarter. While top-line revenue dipped XXX% YoY (due to a tough Aerospace comparison) the bottom line expanded significantly. Adjusted EBITDA surged XX% and Non-GAAP EPS quadrupled to $XXXX. The story is one of rapid margin expansiondriven by Aerospace mix and cost controlsoffset by a concerning drop in Product ID bookings. Management refinanced debt and reiterated full-year guidance signalling stability after a volatile H1. 🐂 : Aerospace is becoming a profit machine. Despite"
X Link 2025-12-10T12:25Z 5055 followers, XXX engagements
"$ELVA Q4 2025 earnings: A Profitable Pivot: Revenue Surges XX% in Q4 Electrovaya delivered a breakout quarter to close FY25 reporting its first-ever profitable fiscal year. Q4 revenue accelerated dramatically up XXXX% YoY to $20.5M driven by heavy demand in material handling. The bottom line followed the volume: FY25 Net Profit hit $3.3M (reversing a $1.5M loss in FY24) and Adjusted EBITDA more than doubled to $8.8M. Management guided for continued momentum with FY26 revenue expected to exceed $83M (30% growth) supported by new verticals in robotics and defense. 🐂 : The company has moved"
X Link 2025-12-10T21:15Z 5055 followers, XXX engagements
"$DLHC Q4 2025 earnings: Transition Pain Peaks: Revenue Sinks Margins Collapse DLH's fiscal 2025 ended on a sour note as the long-anticipated 'small business conversion' headwinds hit maximum velocity. Q4 revenue contracted XX% YoY to $81.2M marking the fourth consecutive sequential decline. More alarmingly the volume loss significantly impacted operating leverage: EBITDA margin compressed to XXX% (down from XXXX% a year ago) and the company swung to a Net Loss of $0.9M. While National Security grew X% it wasn't enough to offset the loss of legacy health contracts. The one silver lining is"
X Link 2025-12-10T22:04Z 5055 followers, XXX engagements
"$RH Q3 2025 earnings: Demand Explodes Margins Compress RH presents a stark dichotomy: top-line momentum is accelerating aggressively while profitability metrics deteriorate. Total demand surged XX% in Q3 and accelerated to XX% month-to-date in December validating the product transformation strategy. However this volume growth is not yet flowing to the bottom line due to a revenue recognition lag and heavy cost drags. Adjusted Net Income fell XX% YoY and Adjusted Operating Margin compressed by XXX basis points to XXXX% due to tariff headwinds and international expansion costs. Management is"
X Link 2025-12-11T21:57Z 5055 followers, 1461 engagements
"$ABG earnings: Resilient Service & Cost Control Offset Expected Pressure on New Car Margins The Q3 results show a company executing well in a normalizing market. The defensive strength of the Parts & Service business and disciplined cost control are providing a solid foundation which is what bulls will focus on. However the pressures that were flagged last quarter are now clearly visible in the numbers particularly the decline in new vehicle profitability and persistently weak used vehicle volumes which will be the focus for bears. The balance sheet is more leveraged following the Herb"
X Link 2025-10-28T11:48Z 5054 followers, XXX engagements
"$ATI earnings: A&D Strength Powers Beat and Raise Offsetting Broader Market Weakness ATI delivered a strong third quarter beating its guidance and raising its full-year outlook for profitability and cash flow. The results were driven by accelerating momentum in the Aerospace & Defense (A&D) segment which now constitutes XX% of total sales. A standout performance in Defense (+51% YoY) and continued strength in Jet Engines (+19% YoY) fueled significant margin expansion with adjusted EBITDA margins reaching 20%. Bulls will champion the impressive A&D growth the XXX bps YoY margin expansion and"
X Link 2025-10-28T12:29Z 5054 followers, XXX engagements
"$SHAK earnings: Marketing Pivot Delivers Strong Sales Beat But Inflation Bites Margins This was a strong quarter that validates the new managements strategic shift. The new paid media strategy delivered a significant top-line beat with revenue and same-store sales well ahead of guidance. This suggests a successful pivot to a more sustainable traffic-driven growth model. Bulls will cheer the sales acceleration and continued labor discipline. Bears will point to the accelerating food cost inflation which pressured restaurant margins sequentially. Overall the bull case appears more compelling as"
X Link 2025-10-30T13:02Z 5054 followers, XXX engagements
"$AMRX earnings: Solid Top-Line Growth and Raised EPS Guidance Clouded by Margin Pressure Amneal reported a strong third quarter with revenue growth across all segments beating internal expectations and leading to raised full-year EPS and cash flow guidance. The bull case is driven by this top-line momentum clear progress in the product pipeline (CREXONT Brekiya biosimilars) and accelerating growth in the AvKARE segment. However the bear case will focus on weak profit conversion. Despite a XX% revenue increase adjusted EBITDA grew only X% pointing to significant margin pressure. While"
X Link 2025-10-30T14:36Z 5055 followers, XXX engagements
"$DAWN Q3 2025 earnings: Strong OJEMDA launch momentum accelerates prompting a raise in full-year guidance. The company reported a very strong quarter with all key commercial metrics for its main drug OJEMDA accelerating. Revenue growth total prescriptions and new patient starts all saw double-digit sequential increases. This strong performance led management to raise its full-year 2025 revenue guidance. The company continues to manage its expenses well resulting in a minimal cash burn which strengthens its financial position. The primary risk remains its reliance on this single product. 🐂 :"
X Link 2025-11-04T21:13Z 5054 followers, XXX engagements
"$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 5054 followers, XXX engagements
"$ELAN Q3 2025 earnings: Innovation engine firing on all cylinders driving another significant guidance raise. Elanco delivered a very strong third quarter beating its own guidance across the board. Growth is accelerating driven by the massive success of its new product launches. The company is generating strong cash flow allowing it to pay down debt much faster than planned. This strong performance led management to raise its full-year financial targets for revenue profit and earnings per share for the second consecutive quarter. 🐂 The innovation portfolio is a resounding success with"
X Link 2025-11-05T11:41Z 5054 followers, XXX engagements
"$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 5054 followers, XXX engagements
"$ACAD Q3 2025 earnings: NUPLAZID re-accelerates and guidance is raised ahead of key pipeline data. Acadia delivered a strong quarter beating internal expectations. The main story is the impressive performance of NUPLAZID which saw record sales and accelerating growth validating the company's marketing strategy. DAYBUE also grew but at a more moderate pace. The company raised its full-year sales guidance now expecting to cross the $X billion mark. Financial health is excellent with the cash balance growing to $XXX million. All eyes now turn to the imminent Phase X data for ACP-101 which"
X Link 2025-11-05T22:09Z 5054 followers, XXX engagements
"$ENOV Q3 2025 earnings: Solid operational growth is overshadowed by a large goodwill impairment charge. The company delivered a strong quarter from an operational standpoint with organic revenue growth accelerating to 7%. The key Reconstructive segment was particularly robust growing 9%. Management also raised its full-year guidance for profitability (Adjusted EBITDA and EPS). However these positive results were completely eclipsed on a GAAP basis by a massive $XXX million non-cash goodwill impairment charge which raises serious questions about the carrying value of the company's assets. 🐂 :"
X Link 2025-11-06T13:58Z 5054 followers, XXX engagements
"$CRON Q3 2025 earnings: Israel Strength Drives Record Profitability Despite Canadian Headwinds Cronos Group reported a record quarter for revenue gross profit and adjusted EBITDA. The results were powered by exceptional growth in its high-margin Israeli medical cannabis business. This strong international performance successfully masked ongoing weakness in Canada where flower supply issues continued to hamper sales. The company's massive cash position of $XXX million with no debt remains a core strength providing significant stability and strategic flexibility. The key development this"
X Link 2025-11-06T14:11Z 5054 followers, XXX engagements
"$CERT Q3 2025 earnings: Software and Profitability Shine but Services Bookings Flash a Warning Sign. Certara delivered a mixed quarter. Revenue growth was solid and the company showed strong cost control leading to an increase in full-year profitability guidance. However a sharp slowdown in total bookings driven by a significant decline in the services segment raises serious concerns about future revenue growth. 🐂 rests on strong software performance and impressive profitability. Software revenue grew XX% (6% organically) and the company successfully launched its new AI-enabled product"
X Link 2025-11-06T22:38Z 5054 followers, XXX engagements
"$VIA Q3 2025 earnings: Strong operational progress as path to profitability becomes clearer. Via delivered a solid quarter of strong revenue growth and significant margin improvement. The results show good operational leverage and a clear trend towards profitability on an adjusted basis. However a much wider GAAP net loss driven by one-time financing charges clouds the headline numbers. Guidance for the fourth quarter points to continued margin improvement but a slowdown in revenue growth. 🐂 Bulls will focus on the impressive XX% year-over-year revenue growth and the major improvement in"
X Link 2025-11-13T12:06Z 5054 followers, XXX engagements
"$KFY Q2 2026 earnings: Acceleration continues backlog hits record highs . The company is successfully navigating a complex labor market by shifting toward long-term contracts and interim staffing. While profitability margins remained flat the massive surge in backlog suggests high visibility for future revenues. 🐂 Top-line Acceleration: Revenue grew X% year-over-year improving from the X% growth seen in Q1. Record Backlog: Estimated remaining fees under existing contracts surged XX% to $XXXX billion providing a massive safety net and future revenue visibility. Search Recovery:"
X Link 2025-12-09T13:01Z 5055 followers, XXX engagements
"$DAKT Q2 2026 earnings: Double-Digit Growth and Operational Discipline Drive Earnings Daktronics delivered a robust Q2 shaking off the stagnation of the prior quarter. Revenue accelerated to +10% YoY (vs -X% in Q1) and Orders climbed XX% signaling healthy demand. Crucially the top-line growth is flowing to the bottom line: Operating Income jumped XX% as margins expanded to XXX% despite tariff headwinds. With a massive $321M backlog (+36% YoY) and a new CEO appointed for Feb 2026 the turnaround narrative is gaining substantial credibility. 🐂 : Product backlog stands at $321M up XX% YoY and"
X Link 2025-12-10T14:02Z 5054 followers, XXX engagements
"$MIND new info from the call: Production Status of Delayed Orders Management disclosed that the $XXX million in orders received subsequent to quarter-end were already in production at the Singapore facility prior to the official booking. Consequently the majority of costs associated with these orders are already capitalized in inventory meaning Q4 expenses will be lower though cash collection may slip into February depending on delivery timing. Specific US Revenue Targets To utilize the companys significant US tax loss carryforwards management set a specific target of generating $X million to"
X Link 2025-12-10T14:45Z 5055 followers, XXX engagements
"$MOMO new info from the call: Domestic Business and 2026 Outlook Domestic Revenue Trajectory: Management projects the domestic business (Momo and Tantan) will exit 2025 with a XX% year-over-year decline. Modeling for 2026 suggests a continued low-teens decline in H1 narrowing in H2 due to easier comparables resulting in an estimated full-year 2026 decline of approximately 10%. Tax Impact Specifics: While new tax regulations regarding flexible workforces officially took effect October X regional authorities began contacting agencies earlier depressing supply-side activity in Q3. To stabilize"
X Link 2025-12-10T14:56Z 5055 followers, XXX engagements
"$SKIL Q3 2026 earnings: Breaking Up to Survive: GK Put Up for Sale as Core Stalls Skillsoft finally capitulated on its turnaround efforts for Global Knowledge (GK) announcing a review of strategic alternatives (likely a sale) for the struggling unit. While necessary this obscures a more worrying trend: the 'stable' core business Talent Development Solutions (TDS) slipped into negative growth (-2% YoY) after three quarters of expansion. Combined with a massive swing to negative free cash flow (-$24M) the quarter raises serious questions about the durability of the remaining business despite"
X Link 2025-12-10T21:49Z 5055 followers, XXX engagements
"$VRA Q3 2026 earnings: Project Sunshine Offers Hope but Balance Sheet Weakens Vera Bradley's Q3 results show a company deep in transformation. While revenue declined XXXX% to $62.3M the Direct segment showed relative resilience (-5.3%) compared to a XX% collapse in Indirect wholesale orders. 'Project Sunshine' (the rebranding of the turnaround effort) is driving sequential improvements with positive comparable brand channel sales for five months. However the financial cost of this transition is heavy: Gross Margin crushed to XXXX% due to inventory write-downs Net Loss widened to $8.3M"
X Link 2025-12-11T13:59Z 5055 followers, XXX engagements
"$SKIL new info from the call: Guidance and Financial Outlook Updates FY26 Free Cash Flow Cut: Management significantly lowered full-year FY26 Free Cash Flow guidance to a range of $X to $X million down from the previous outlook of $XX to $XX million. Q4 Global Knowledge (GK) Modeling: While official guidance for GK was withdrawn the CFO advised analysts to model Q4 GK revenue as a downtick from Q3 levels ($28.2 million). Specific Cash Flow Headwinds: The negative Q3 cash flow included approximately $X million in delayed cash receipts from the federal government due to the shutdown which are"
X Link 2025-12-11T15:04Z 5055 followers, XXX engagements
"$COST Q1 2026 earnings: Digital Surge and Core Margin Expansion Drive Double-Digit Beat Costco kicked off FY26 with robust momentum delivering XXX% revenue growth and an impressive XXXX% jump in EPS to $XXXX. The headline story is the massive acceleration in e-commerce (+20.5%) and significant core margin expansion (+30 bps) proving operational efficiency is offsetting any inflationary pressures. While the membership renewal rate ticked down slightly (0.1%)likely due to the digital mix shiftfee income surged XX% bolstered by the recent fee hike. Adjusting for tax benefits earnings power is"
X Link 2025-12-11T21:33Z 5055 followers, 1043 engagements
"$RH new info from the call: Acquisitions Revealed the unannounced acquisition of Michael Taylor Designs (IP and brand) known as the godfather of the California look which will anchor a new collection targeting homes valued over $X million. Mentioned the acquisition of a second unnamed company to support future product lines. Management estimates the new classic/architectural product line associated with these acquisitions could be worth a few billion dollars over the next several years. Unit Economics and New Formats Interior Design Offices: The new Palm Desert freestanding office (3000 sq ft"
X Link 2025-12-12T00:03Z 5055 followers, XXX engagements
"$FLX earnings: FlashEx: Revenue Down Profits Squeezed by Costs But Sequential Orders Rebound BingEx (FlashEx) reported a challenging quarter with persistent competition driving a year-over-year revenue decline. While a sequential rebound in order volume offers a glimmer of hope it was overshadowed by a worrying sequential drop in gross margin and a surge in operating costs particularly G&A. The headline jump in net income attributable to shareholders is misleading resulting from an accounting change rather than improved business performance. For Bulls: The XX% sequential growth in orders"
X Link 2025-08-19T10:56Z 5053 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 $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the"
X Link 2025-09-09T21:32Z 5051 followers, 1222 engagements
"$SKIL earnings and call: Guidance Cut on Live Learning Weakness but Profitability Holds Firm Skillsofts quarter was a classic tale of two businesses. The core Talent Development Solutions (TDS) enterprise segment showed continued resilience but this was overshadowed by persistent macroeconomic weakness hitting the discretionary instructor-led Global Knowledge (GK) business and a newly disclosed decline in the consumer-facing part of TDS. Management cut full-year revenue guidance by $17.5M at the midpoint acknowledging the top-line headwinds. However the bull case rests on the companys"
X Link 2025-09-09T21:51Z 5053 followers, XXX engagements
"$MANU earnings: Commercial strength is being overshadowed by deep on-pitch struggles leading to a weak forecast. Manchester United delivered record full-year revenues but this masks a worrying trend. The clubs commercial operations are firing on all cylinders with the new Snapdragon sponsorship and e-commerce platform driving impressive growth. However the core football product is failing. A dismal 15th-place Premier League finish has resulted in no European football for the upcoming season gutting the high-margin Broadcasting revenue stream. For the Bulls: Record Commercial and Matchday"
X Link 2025-09-17T11:23Z 5048 followers, 1559 engagements
"$CALM earnings: Cal-Maine Foods: Record Quarter Driven by Specialty Eggs and Prepared Foods Expansion Cal-Maine delivered its strongest first quarter in history firing on all cylinders. The results showcase a successful strategic pivot with the newly acquired Echo Lake prepared foods business contributing significantly to revenue and validating the companys diversification strategy. This combined with continued strength in higher-margin specialty eggs and a favorable pricing environment for conventional eggs led to a powerful beat across the board. For the Bulls: The story is compelling. The"
X Link 2025-10-01T11:09Z 5050 followers, XXX engagements
"$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 5051 followers, 1024 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 $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the"
X Link 2025-10-14T11:39Z 5048 followers, XXX engagements
"$ALLY earnings: Ally Financial (ALLY): Margin and Credit Strength Pave the Way for Capital Return Questions Ally delivered a very strong quarter handily beating expectations on the back of impressive Net Interest Margin (NIM) expansion and continued credit quality improvement. The results show that the companys focused strategy is paying off with core franchises demonstrating significant momentum. Bulls will point to the XX bps sequential jump in NIM (ex-OID) to XXXX% the improved full-year guidance for charge-offs and a CET1 ratio that has now crossed the XX% mark. Bears may note the slight"
X Link 2025-10-17T11:34Z 5047 followers, 1333 engagements