[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @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 [#](/creator/twitter::1653727125759721472/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXXX -XX% ### Mentions: XXX [#](/creator/twitter::1653727125759721472/posts_active)  - X Week XXX -XX% - X Month XXXXX -XX% ### Followers: XXXXX [#](/creator/twitter::1653727125759721472/followers)  - X Week XXXXX +1.50% - X Month XXXXX +13% ### CreatorRank: XXXXXXX [#](/creator/twitter::1653727125759721472/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [premier league](/list/premier-league) XXXX% [currencies](/list/currencies) XXXX% [mlb](/list/mlb) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [strong](/topic/strong) 26.13%, [business](/topic/business) 10.8%, [core](/topic/core) 9.7%, [flow](/topic/flow) 5.79%, [cash flow](/topic/cash-flow) #196, [acquisition](/topic/acquisition) #518, [momentum](/topic/momentum) #563, [balance sheet](/topic/balance-sheet) #1351, [ai](/topic/ai) 2.19%, [future](/topic/future) XXXX% **Top accounts mentioned or mentioned by** [@reservadevalor](/creator/undefined) [@christresnicky](/creator/undefined) [@mrfeeny7](/creator/undefined) [@tohjah7809](/creator/undefined) **Top assets mentioned** [Data Lake (LAKE)](/topic/$lake) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Planet Labs PBC (PL)](/topic/$pl) [BRP Inc. Common Subordinate Voting Shares (DOOO)](/topic/$dooo) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) [RH (RH)](/topic/$rh) [Costco Hot Dog (COST)](/topic/$cost) [Costco Wholesale Corporation (COST)](/topic/costco) [HealthEquity, Inc (HQY)](/topic/$hqy) [Descartes Systems Group Inc (DSGX)](/topic/$dsgx) [Canadian Imperial Bank of Commerce (CM)](/topic/$cm) [The Toronto-Dominion Bank (TD)](/topic/$td) [ChargePoint Holdings, Inc. (CHPT)](/topic/$chpt) [Helium IOT (IOT)](/topic/$iot) [Core & Main, Inc. (CNM)](/topic/$cnm) [Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI)](/topic/$olli) [Ferguson plc (FERG)](/topic/$ferg) ### Top Social Posts Top posts by engagements in the last XX hours "$RVMD Q3 2025 earnings: Execution engine fires on all cylinders as clinical trials advance and costs mount. Revolution Medicines delivered a quarter of strong steady execution. The company is hitting its ambitious clinical milestones notably winding down enrollment for its key pancreatic cancer trial. However this progress comes at a significant cost with operating expenses and net loss increasing substantially. 🐂 is that the company is doing exactly what it promised. It is methodically de-risking its lead asset daraxonrasib by advancing multiple late-stage trials. Winding down enrollment" [X Link](https://x.com/Finsee_main/status/1986193497981149471) 2025-11-05T22:06Z 5058 followers, XXX engagements "$GFF Q4 2025 earnings: % Griffon Corporation delivered a solid finish to fiscal 2025 characterized by resilient margins in its Home and Building Products (HBP) segment and continued profitability improvements in Consumer and Professional Products (CPP) despite ongoing demand headwinds. The company demonstrated strong operational discipline generating substantial free cash flow that fueled a significant XX% increase in the quarterly dividend. While top-line growth remains elusive due to macro challenges the focus on efficiency and shareholder returns anchors the investment thesis. 🐂 " [X Link](https://x.com/Finsee_main/status/1991131437655830865) 2025-11-19T13:08Z 5058 followers, XXX engagements "$NOTV Q4 2025 earnings: Turnaround evident in margins and DSA growth but debt refinancing remains the critical hurdle. Inotiv Inc. (NOTV) is a contract research organization (CRO) that helps biopharma companies test drugs before human trials (preclinical). They provide both the services (DSA segment) and the research models/animals (RMS segment) needed for testing. 🐂 : Adjusted EBITDA more than doubled year-over-year ($11.8M vs. $5.4M) and margins expanded significantly. : The Discovery & Safety Assessment segment (the high-value service side) grew revenue XXXX% with a book-to-bill ratio" [X Link](https://x.com/Finsee_main/status/1996330928642101670) 2025-12-03T21:29Z 5058 followers, XXX engagements "$AVAV Q2 2026 earnings: Explosive Top-Line Growth But Cash Flow & Margins Bleed AeroVironment is transforming rapidly. Revenue surged XXX% YoY to $472.5M driven by the massive BlueHalo acquisition and a stunning XX% organic growth in the legacy Autonomous Systems (AxS) segment. However the financials are messy: the company swung to a $17.1M GAAP net loss due to acquisition costs margins compressed significantly due to service-heavy mix and operating cash flow turned deeply negative (-$168M YTD). While demand is at record levels (Book-to-Bill 2.9x) the company is currently burning cash to fuel" [X Link](https://x.com/Finsee_main/status/1998503523311567221) 2025-12-09T21:22Z 5058 followers, 2915 engagements "$BLLN Q3 2025 earnings: Hypergrowth Meets Profitability BillionToOne delivered a breakout quarter proving it can scale rapidly while turning a profit. Revenue surged XXX% YoY to $83.5M driven by a rare combination of volume growth (+52%) and pricing power (ASP +44%). Crucially the company swung from a $12.6M operating loss a year ago to a $9.6M profit validated by a massive gross margin expansion to 70%. With the Oncology segment growing nearly 8x and a fresh $314M IPO capital injection BLLN has successfully pivoted from 'cash-burning growth' to 'profitable scaling.' 🐂 : It is rare to see" [X Link](https://x.com/Finsee_main/status/1998509938520285405) 2025-12-09T21:47Z 5058 followers, XXX engagements "$AVAV new info from the call: Financial & Operational Cadence H2 Performance Split: Management provided a specific cadence for the second half of the fiscal year projecting revenue to be split approximately XX% in Q3 and XX% in Q4. Adjusted EBITDA is expected to be even more back-loaded with XX% in Q3 and XX% in Q4. Margin Headwinds: The Q2 gross margin compression was partially attributed to a go-live of the Oracle Fusion ERP system during the quarter which caused operational inefficiencies and one-time costs. Margin Recovery: Management explicitly targeted returning to adjusted gross" [X Link](https://x.com/Finsee_main/status/1998692791484911625) 2025-12-10T09:54Z 5058 followers, XXX engagements "$PL Q3 2026 earnings: Revenue Acceleration vs. Margin Compression Planet Labs delivered its strongest top-line performance in years with revenue growth accelerating to XX% YoY (up from XX% last quarter) and RPO exploding XXX% to $672M. However the quality of this growth is shifting. The surge in 'Satellite Services' (building fleets for partners like JSAT) is dragging margins down significantly. Non-GAAP Gross Margin fell to XX% and is guided to plummet to 50-52% in Q4. While the backlog guarantees future scale the near-term cost is a return to EBITDA losses in Q4 ($5M-$7M loss guided) after" [X Link](https://x.com/Finsee_main/status/1998865483999907861) 2025-12-10T21:20Z 5058 followers, XXX engagements "$LULU Q3 2025 earnings: Americas Weakness Claims the CEO; Q4 Guidance Turns Negative Lululemon delivered a chaotic quarter. While headline revenue grew X% to $2.6B the underlying health of the business is fracturing. The Americas segment contracted (comps -5%) margins collapsed (Operating Margin -XXX bps) and guidance for Q4 implies the first revenue decline (-1% to -3%) in years. Consequently CEO Calvin McDonald is stepping down. The sole bright spot remains International (+33%) but it cannot carry the dead weight of the U.S. business and mounting tariff costs. 🐂 : The brand travels well." [X Link](https://x.com/Finsee_main/status/1999227133617467505) 2025-12-11T21:17Z 5058 followers, 1073 engagements "$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](https://x.com/Finsee_main/status/1973344627420807500) 2025-10-01T11:09Z 5057 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 $XXX million share repurchase program should be well-received. For the Bulls: The quarter was a clean beat-and-raise. The full-year outlook for sales and EPS was increased the negative impact from" [X Link](https://x.com/Finsee_main/status/1983145158318162431) 2025-10-28T12:13Z 5057 followers, XXX engagements "$CTS earnings: Diversification Strategy Accelerates Offsetting Transportation Weakness This was a strong quarter for execution highlighting the success of the companys strategic pivot. Bulls will point to the accelerating XX% growth in the diversified segments which now constitute a clear majority of revenue (59%). The SyQwest acquisition is performing well ahead of the prior quarters run-rate. Bears will focus on the continued weakness in the transportation segment (-7% YoY) and the slight year-over-year contraction in adjusted EBITDA margin and adjusted EPS. They may also note the lowered" [X Link](https://x.com/Finsee_main/status/1983150853281259798) 2025-10-28T12:36Z 5057 followers, XXX engagements "$WSO earnings: Watsco Q3 2025: Strong Execution in a Challenging Market The company is successfully navigating a difficult market demonstrating impressive margin control and cash generation despite declining sales. Bulls will focus on the record gross margin and massive inventory reduction proving the strength of Watscos technology and operational discipline. Bears will point to the continued revenue decline persistent SG&A growth and significant weakness in international markets questioning when top-line growth will resume. For now the bull case on long-term operational strength appears more" [X Link](https://x.com/Finsee_main/status/1983504716077130210) 2025-10-29T12:02Z 5057 followers, XXX engagements "$ALSN earnings: Allison Transmission Q3 2025: Defense Strength and Margin Discipline Mitigate On-Highway Weakness Allison delivered a tough quarter defined by a sharp anticipated downturn in its core North America On-Highway market. However the results demonstrate the value of the companys diversification strategy and its operational discipline. For the Bulls: The Defense segment is a powerful growth engine surging XX% and providing a critical offset to cyclical weakness elsewhere. More impressively management held Adjusted EBITDA margins nearly flat year-over-year despite a XX% revenue" [X Link](https://x.com/Finsee_main/status/1983633798664224864) 2025-10-29T20:35Z 5057 followers, XXX engagements "$WEC earnings: Solid Quarter Driven by Strong Demand; Awaits Crucial Capital Plan Update This was a solid quarter for WEC with results beating the top end of their guidance. The core story remains the strong economic growth and electricity demand in their service area particularly from data centers. For bulls the strong demand growth and earnings beat are clear positives. For bears the major question of how the company will fund this massive growth without significant shareholder dilution remains unanswered until the new capital plan is released. Currently the bull case is more compelling" [X Link](https://x.com/Finsee_main/status/1983867001681465458) 2025-10-30T12:02Z 5057 followers, XXX engagements "$WLK earnings: Westlake Q3 2025: Massive PEM Impairment Overshadows HIPs Softening Resilience This was a very tough quarter for Westlake dominated by a significant goodwill impairment that confirms deep-seated issues in the materials (PEM) segment. While the housing (HIP) segment remains profitable it is also showing signs of slowing down. The bear case is compelling as macro headwinds are now clearly visible across both segments and self-help measures may not be enough to offset them in the near term. For the bears: The $XXX million impairment in the North American Chlorovinyls business is a" [X Link](https://x.com/Finsee_main/status/1983874275707625669) 2025-10-30T12:31Z 5057 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1983882144641360122) 2025-10-30T13:02Z 5057 followers, XXX engagements "$WY earnings: Weyerhaeuser Q3 2025: Wood Products Collapse Overshadows Portfolio Progress The quarter was defined by two opposing stories. The Wood Products business saw a dramatic collapse in profitability due to falling prices significantly missing the mark. However the company is executing well on its strategic portfolio management and the Real Estate segment outperformed leading to raised full-year guidance for that unit. For the near term the negative story in the core wood business is more powerful. For Bulls: The Real Estate & ENR segment was a bright spot beating Q3 guidance and" [X Link](https://x.com/Finsee_main/status/1983997700375752784) 2025-10-30T20:41Z 5057 followers, XXX engagements "$NVT earnings: Data Center Growth Fuels Record Quarter and Higher Outlook This was an exceptionally strong quarter for nVent marking their first billion-dollar sales period. The company significantly beat its prior guidance on both revenue and earnings driven by accelerating momentum in its data center and power utility end markets. The bull case is compelling: organic growth is accelerating sharply the full-year outlook was raised again and record backlog provides strong visibility. The bear case is minor but present focusing on margin contraction year-over-year likely due to acquisition mix" [X Link](https://x.com/Finsee_main/status/1984210806494409098) 2025-10-31T10:48Z 5057 followers, XXX engagements "$MSGS earnings: Weak Start to FY26 as Lower League Payouts Obscure Strong Fan Demand This was a soft quarter to begin the fiscal year. Revenues and profitability fell sharply compared to last year driven by an unexpected drop in league distributions and the known impact of reduced local media rights fees. The Bear Case: The significant revenue miss driven by a new issue with league distributions is a concern. Higher operating costs and a substantial quarterly cash burn add to the worries. The known headwind from the amended local media rights deal is now clearly visible in the results. The" [X Link](https://x.com/Finsee_main/status/1984226913510895867) 2025-10-31T11:52Z 5057 followers, XXX engagements "$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 $XXX million in benefits so far" [X Link](https://x.com/Finsee_main/status/1985834560433553612) 2025-11-04T22:20Z 5057 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1985847958424994090) 2025-11-04T23:13Z 5057 followers, XXX engagements "$FVRR Q3 2025 earnings: Services Revenue Booms But Core Marketplace Stagnates Amidst Buyer Decline. Fiverr reported a solid quarter beating its own guidance on both revenue and profitability. The results were powered by an impressive surge in its "Services" revenue segment. However this strength masks a concerning trend in its core business: Marketplace revenue declined and more alarmingly the number of active buyers on the platform fell by double digits year-over-year. The company is successfully executing its strategy to move "upmarket" attracting higher-value projects which boosted the" [X Link](https://x.com/Finsee_main/status/1986027393069220024) 2025-11-05T11:06Z 5057 followers, XXX engagements "$GPRE Q3 2025 earnings: Carbon capture cash flow begins offsetting weaker core margins. A pivotal quarter for Green Plains as they successfully started their carbon capture systems and began monetizing the associated 45Z tax credits. The company used proceeds from a major asset sale to significantly pay down debt de-risking the balance sheet. However the new carbon-related income masked underlying weakness in the core ethanol business. 🐂 Bulls will celebrate the successful startup of the Nebraska carbon capture projects which are now generating real cash flow ($25 million contribution this" [X Link](https://x.com/Finsee_main/status/1986042747539558610) 2025-11-05T12:07Z 5057 followers, XXX engagements "$KNTK Q3 2025 earnings: Kings Landing is online but guidance is cut amid Permian weakness. Kinetik's quarter was challenging. The company brought its major growth project the Kings Landing gas plant online. However a slow start for this project combined with a tougher market for oil and gas producers led to disappointing results. As a result management significantly lowered its financial forecast for the full year. On the positive side they sold a non-core asset (EPIC Crude) for a good price which provides cash for future projects and debt reduction. They also continue to buy back their own" [X Link](https://x.com/Finsee_main/status/1986208750269534438) 2025-11-05T23:07Z 5057 followers, XXX engagements "$ACVA Q3 2025 earnings: A Strong Quarter Overwhelmed by a Weak Outlook ACV delivered a solid third quarter beating expectations on profitability and growing faster than the market. However the company significantly lowered its guidance for the fourth quarter and the full year citing a rapidly worsening used car market. A large one-time loss from a customer bankruptcy also raises new questions about credit risk in their financing business. 🐂 Bulls will focus on the strong Q3 execution. The company achieved record revenue and unit volume growing units by XX% while the overall market was flat." [X Link](https://x.com/Finsee_main/status/1986217491840831619) 2025-11-05T23:42Z 5057 followers, 1050 engagements "$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 ($75M in the quarter). This capital return" [X Link](https://x.com/Finsee_main/status/1986413028187799560) 2025-11-06T12:39Z 5057 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1988683635302469643) 2025-11-12T19:01Z 5057 followers, XXX engagements "$LGN Q3 2025 earnings: Strong Inaugural Public Quarter Tempered by Cautious Near-Term Guidance Legence delivered a very strong first financial report as a public company. Revenue and profit growth were impressive driven by booming demand in its Installation & Maintenance segment. The company also successfully used its IPO proceeds to reduce debt. However the guidance for the next quarter points to a significant sequential slowdown raising questions about near-term momentum. 🐂 Bulls will focus on the powerful year-over-year growth. Revenue grew XX% and Adjusted EBITDA jumped 39%. The total" [X Link](https://x.com/Finsee_main/status/1989308363797078034) 2025-11-14T12:24Z 5057 followers, XXX engagements "$SLAI Q3 2025 earnings: - SOLAI (formerly BIT Mining) reported mixed third-quarter results. While the bottom line improved significantly this was driven largely by rising cryptocurrency prices and the absence of a prior operational incident rather than core business growth. Revenue remains stagnant as the company attempts to pivot from a struggling self-mining model to a diversified infrastructure and staking strategy (Solana/Stablecoins). The legacy mining business is shrinking rapidly placing pressure on the new data center and treasury initiatives to scale quickly. 🐂 : Net loss was" [X Link](https://x.com/Finsee_main/status/1991977920542257241) 2025-11-21T21:12Z 5057 followers, XXX engagements "$DOOO new info from the call: Fiscal 2027 (Next Year) Preliminary Base Case Parameters Revenue & EPS Tailwinds: Management quantified a revenue tailwind of $XXX to $XXX million primarily from the normalization of wholesale shipments matching retail (lapping the destocking) which contributes approximately $XXXX to EPS. Headwinds: Anticipated headwinds include the transition of Ryker production to Vietnam (resulting in fewer deliveries) a $XX million increase in depreciation expense and an effective tax rate returning to historical levels of 25-26%. Outlook: Preliminary expectations for Fiscal" [X Link](https://x.com/Finsee_main/status/1996646353837916219) 2025-12-04T18:22Z 5057 followers, XXX engagements "$LAKE Q3 2026 earnings: Guidance Withdrawn and Dividend Suspended as Margins Evaporate Lakeland Industries delivered a chaotic Q3. While top-line revenue grew X% driven by acquisitions the underlying business deteriorated significantly. Organic revenue fell X% and profitability collapsedAdjusted EBITDA margin shrank to a razor-thin XXX% from XXXX% a year ago. Management blamed a 'perfect storm' of tariffs freight costs and certification delays. Consequently the company suspended its dividend and withdrew all financial guidance citing limited forecasting visibility. The massive $16.0M net loss" [X Link](https://x.com/Finsee_main/status/1998508398695034891) 2025-12-09T21:41Z 5057 followers, XXX engagements "$UEC Q1 2026 earnings: War Chest Doubled Production Costs Improve Sales Paused UEC is executing a 'hold and build' strategy. While production at Christensen Ranch is active (adding 69k lbs this quarter) the company appears to have paused significant sales to hoard inventory for higher prices. The headline story is the massive liquidity injection: cash and liquid assets more than doubled to $698M driven by a $234M equity raise. This capital is earmarked for a bold pivot toward vertical integrationthe launch of United States Uranium Refining & Conversion Corp (UR&C)aiming to break the" [X Link](https://x.com/Finsee_main/status/1998790020140806652) 2025-12-10T16:20Z 5058 followers, XXX engagements "$DAKT new info from the call: Financial & Operational Metrics Tariff Impact Quantification: The company specified that gross tariff expenses in Q2 were $XXX million compared to $XXX million in the prior year period. Tax Rate Drivers: The effective tax rate of XX% (versus the statutory 25%) was attributed to the ability to utilize accelerated depreciation of R&D and other expenses due to solid earnings. Backlog Composition: While Live Events represented roughly XX% of Q2 orders it currently accounts for approximately XX% of the total product backlog. Standard Order Velocity: Standard orders" [X Link](https://x.com/Finsee_main/status/1998888598654124410) 2025-12-10T22:52Z 5057 followers, XXX engagements "$MANU Q1 2026 earnings: Efficiency over Growth: Profits Rise Despite No European Football Manchester United delivered a textbook turnaround quarter under the new INEOS-led structure. Despite a X% revenue declinedriven by the Men's team absence from UEFA competitionsthe club swung from a 7.0M operating loss last year to a 13.0M operating profit. The driver was ruthless cost control: employee benefit expenses (wages) were slashed by XXX% and total opex fell 7.1%. While Net Income turned negative due to non-cash FX swings on USD debt the underlying operational health has dramatically improved." [X Link](https://x.com/Finsee_main/status/1999115187475898583) 2025-12-11T13:52Z 5057 followers, XXX engagements "$AVGO Q4 2025 earnings: AI Revenue to Double: Broadcom is Now an AI Pure-Play Proxy Broadcom delivered a definitive beat-and-raise quarter proving its transformation into an AI infrastructure titan is accelerating. Q4 revenue grew XX% to $18.0B but the real story is the guidance: Q1 FY26 AI semiconductor revenue is projected to hit $XXX billiondoubling year-over-year. While the VMware integration continues to drive massive software margins (Adj. EBITDA 68%) the narrative has fully shifted to custom silicon (XPUs) and Ethernet switching. With a $XXXX quarterly dividend (+10%) and $7.5B in free" [X Link](https://x.com/Finsee_main/status/1999229330283725114) 2025-12-11T21:26Z 5058 followers, 2098 engagements "$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](https://x.com/Finsee_main/status/1999237233111633942) 2025-12-11T21:57Z 5058 followers, 1516 engagements "$DXLG Q3 2025 earnings: Merger Rescue: FullBeauty Deal Overshadows Another Quarterly Loss DXL effectively ended its standalone turnaround story by announcing a 'merger of equals' with FullBeauty Brands. The timing is critical: DXL reported a Q3 Net Loss of $4.1M and negative Adjusted EBITDA of $2.0M as sales fell 5.2%. While the comp trend is 'less bad' (-7.4% vs -XXX% in Q2) the digital business is collapsing (-13.1%). The merger creates a $1.2B revenue giant in inclusive sizing but DXL shareholders will own only XX% of the entity and the CEO baton passes to FullBeauty's Jim Fogarty. This" [X Link](https://x.com/Finsee_main/status/1999249023505719630) 2025-12-11T22:44Z 5058 followers, XXX engagements "$COST new info from the call: New Warehouse Productivity Surge: Warehouses opened in FY25 are generating $XXX million in annualized sales per location in their first year a significant increase from the $XXX million annualized average seen for openings just two years ago. Guidance Revision on Expansion: The target for net new warehouse openings in FY26 was revised down to XX (previously targeting 30+) due to specific construction delays in Spain. Management emphasized this is a timing issue and maintained the long-term goal of 30+ annual net openings. SG&A Headwind Specifics: Higher" [X Link](https://x.com/Finsee_main/status/1999259477330075829) 2025-12-11T23:26Z 5057 followers, XXX engagements "$COMM earnings: CommScope: Strong Beat and Raise Overshadows Guided Slowdown Another very strong quarter for CommScope with significant beats on revenue and EBITDA. Management raised full-year guidance for both the consolidated company and the future RemainCo signaling confidence in their operational execution. The core bull case is strengthening: the transformational CCS sale is on track (and even accelerated) and the remaining businesses continue to perform well generating strong cash flow. Bears will point to the significant sequential drop in RemainCos profitability confirming the" [X Link](https://x.com/Finsee_main/status/1983904075033772271) 2025-10-30T14:29Z 5058 followers, XXX engagements "$MIRM Q3 2025 earnings: Strong commercial execution continues as guidance is tightened and key pipeline milestones are met. Mirum delivered another strong quarter showing continued revenue growth and excellent operational execution. The company tightened its full-year revenue guidance to the upper end of the previous range signaling confidence. Importantly they have now achieved profitability and are generating significant cash strengthening their financial position. The clinical pipeline also hit key milestones with a major study completing enrollment. 🐂 Bulls will love the combination of" [X Link](https://x.com/Finsee_main/status/1985817054793101335) 2025-11-04T21:10Z 5058 followers, XXX engagements "$CAAP Q3 2025 earnings: Corporacin Amrica Airports delivered a standout quarter characterized by significant operating leverage where revenue growth (+17%) nearly doubled the pace of traffic growth (+9%). The narrative has shifted drastically from the year-ago period: whereas Q3 2024 was plagued by inflation outpacing devaluation in Argentina Q3 2025 benefited from an easy comparison and normalized cost structures driving Adjusted EBITDA to a record high of $XXX million. With the leverage ratio sitting at a pristine 0.9x and new growth avenues opening in Iraq (Baghdad) and Italy" [X Link](https://x.com/Finsee_main/status/1992957609993711961) 2025-11-24T14:04Z 5058 followers, XXX engagements "$NOAH Q3 2025 earnings: Quality of earnings concern masks headline beat Headline profit surges on investment gains but core business engine stalls. Noah Holdings reported a complex quarter characterized by a sharp divergence between core operating performance and bottom-line results. While Net Income surged XXXX% due to non-operating investment valuations the core business faced headwinds. In a reversal of recent trends the Domestic business showed signs of stabilization while the previously high-flying Overseas segment contracted significantly due to lower insurance and performance fees. 🐂 " [X Link](https://x.com/Finsee_main/status/1993443993502327079) 2025-11-25T22:17Z 5058 followers, XXX 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 $X million. Mentioned the acquisition of a second unnamed company to support future product lines. Management estimates the new classic/architectural product line associated with these acquisitions could be worth a few billion dollars over the next several years. Unit Economics and New Formats Interior Design Offices: The new Palm Desert freestanding office (3000 sq ft" [X Link](https://x.com/Finsee_main/status/1999268836760031530) 2025-12-12T00:03Z 5058 followers, 1077 engagements "$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 $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the" [X Link](https://x.com/Finsee_main/status/1965528663631561081) 2025-09-09T21:32Z 5051 followers, 1222 engagements "$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 $17.5M at the midpoint acknowledging the top-line headwinds. However the bull case rests on the companys" [X Link](https://x.com/Finsee_main/status/1965533454256185529) 2025-09-09T21:51Z 5053 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1968274649239761231) 2025-09-17T11:23Z 5048 followers, 1559 engagements "$MTN earnings: Vail Resorts Growth Stalls as Weak Pass Sales and Soft Guidance Overshadow Cost-Cutting Efforts Vail Resorts reported fiscal fourth-quarter and full-year 2025 results that met the midpoint of recently lowered guidance. However the focus immediately shifts to a challenging outlook. Season-to-date pass sales for the upcoming 2025/26 season are weak with units declining and sales dollar growth well below price increases. Furthermore the initial guidance for fiscal 2026 implies minimal core business growth raising concerns about the companys ability to drive its top line. For the" [X Link](https://x.com/Finsee_main/status/1972757168890745299) 2025-09-29T20:15Z 5041 followers, 1404 engagements "$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](https://x.com/Finsee_main/status/1976249269704077483) 2025-10-09T11:31Z 5035 followers, XXX engagements "$HELE earnings: Helen of Troy (HELE): A Sobering Reset Under New Leadership A significant beat on heavily reduced Q2 expectations is overshadowed by a massive goodwill impairment a weak full-year outlook and a critical warning about a potential debt covenant breach. While new CEO Scott Uzzell brings a fresh perspective he inherits a business facing severe tariff pressures weakening consumer demand and now significant financial risk. The bull case hinges on a very strong second-half recovery that seems optimistic while the bear case is bolstered by fundamental deterioration and the new" [X Link](https://x.com/Finsee_main/status/1976250826663297063) 2025-10-09T11:38Z 5051 followers, 1024 engagements "$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 $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the" [X Link](https://x.com/Finsee_main/status/1978063181382578671) 2025-10-14T11:39Z 5048 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1979148932656828621) 2025-10-17T11:34Z 5047 followers, 1333 engagements "$GGG earnings: Graco Navigates Soft Markets with M&A and Pricing but Organic Weakness Persists Graco reported a mixed third quarter where headline results boosted by acquisitions and a significant one-time gain masked continued organic softness across its business. While revenue grew X% and reported EPS jumped XX% organic sales declined X% reflecting ongoing weakness in global construction. Managements ability to hold gross margins flat and reiterate full-year organic growth guidance is a positive. However the bull case relies on acquisitions integrating well and a meaningful organic" [X Link](https://x.com/Finsee_main/status/1981105085674324410) 2025-10-22T21:07Z 5041 followers, XXX engagements "$OII earnings: Oceaneering: Solid Q3 Beat Marred by Weak Q4 Outlook and Tepid 2026 Growth Oceaneering delivered a strong Q3 beating its own EBITDA guidance thanks to solid execution particularly in the OPG segment. However the forward-looking picture is less rosy. A weak Q4 forecast implies a full-year 2025 result at the low end of the prior range which is effectively a guidance cut. Furthermore the initial 2026 guidance suggests only modest growth. For bulls the continued strength in ADTech strong free cash flow and consistent buybacks are clear positives. The companys ability to execute and" [X Link](https://x.com/Finsee_main/status/1981106373304721430) 2025-10-22T21:12Z 5053 followers, XXX engagements "$GTX earnings: Garrett Motion: Strong Quarter with Raised Outlook and Enhanced Shareholder Returns Garrett Motion reported a strong third quarter beating expectations on the top and bottom lines raising its full-year guidance and significantly increasing shareholder returns. The results showcase solid operational execution with the company successfully navigating industry crosscurrents like unfavorable product mix while capitalizing on growth opportunities and cost controls. The bull case is significantly strengthened by this quarters performance. For the Bulls: Revenue grew X% (6% at" [X Link](https://x.com/Finsee_main/status/1981320074129502488) 2025-10-23T11:21Z 5041 followers, XXX engagements "$FTI earnings: Strong Cash Flow Fuels Massive Buyback and Guidance Raise TechnipFMC delivered a strong third quarter highlighted by exceptional free cash flow generation. This financial strength allowed the company to significantly raise its full-year 2025 free cash flow guidance and announce a massive $X billion increase to its share repurchase authorization. While inbound orders were solid they didnt quite keep pace with the prior year but the companys confidence is underscored by its newly initiated robust financial guidance for Subsea in 2026. For the Bulls: The story is all about cash" [X Link](https://x.com/Finsee_main/status/1981321691830661219) 2025-10-23T11:27Z 5051 followers, XXX engagements "$RCI earnings: Rogers raises its free cash flow outlook showing strong operational control even as the messy MLSE consolidation weighs on quarterly profits. The quarters results were a mixed bag heavily influenced by the new consolidation of Maple Leaf Sports & Entertainment (MLSE). Bulls will point to the significant raise in full-year free cash flow guidance driven by lower capital spending and strong operational discipline. Record-low wireless churn and expanding margins in both core telecom segments prove management is executing well. Bears will highlight the drop in consolidated adjusted" [X Link](https://x.com/Finsee_main/status/1981325236151705865) 2025-10-23T11:42Z 5053 followers, XXX 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 $XXXX billion a massive" [X Link](https://x.com/Finsee_main/status/1981473216188014982) 2025-10-23T21:30Z 5040 followers, XXX engagements "$LEG earnings: Execution Amidst Softness: L&P Slashes Debt and Reaffirms Guidance Midpoint Leggett & Platt reported a mixed but solid third quarter. While persistent demand weakness continues to pressure volumes the company is executing well on its strategic priorities. The successful sale of the Aerospace business allowed for a significant debt reduction strengthening the balance sheet considerably. Restructuring benefits are materializing helping to support margins. Managements decision to narrow the guidance range while reaffirming the midpoint signals confidence in their ability to" [X Link](https://x.com/Finsee_main/status/1982933465772314685) 2025-10-27T22:12Z 5050 followers, XXX engagements "$XYL earnings: Strong Execution Drives Margin Beat and Substantial Guidance Raise Xylem delivered an impressive third quarter beating its guidance on all key metrics. The results showcase excellent operational execution with record profitability driven by the companys simplification initiatives. This performance gives management the confidence to significantly raise its full-year guidance for both margin and EPS. The bull case is compelling. The magnitude of the beat and raise particularly the XXX bps year-over-year expansion in adjusted EBITDA margin to a record XXXX% demonstrates that the" [X Link](https://x.com/Finsee_main/status/1983132744268812470) 2025-10-28T11:24Z 5049 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1983136218922569806) 2025-10-28T11:38Z 5040 followers, XXX engagements "$MMYT earnings: Mixed Quarter: Strong Operations Undermined by Financing Costs MakeMyTrip reported a mixed Q2. Operationally the business showed strong recovery in leisure travel with Hotels & Packages and Bus Ticketing segments delivering excellent growth. However the bottom line was hit by significant new financing costs related to convertible notes issued in June turning an IFRS profit last year into a loss this quarter. While the core business is performing well in key areas the persistent weakness in domestic air and a potential miss on full-year growth targets are notable concerns. For" [X Link](https://x.com/Finsee_main/status/1983140016285991221) 2025-10-28T11:53Z 5048 followers, XXX engagements "$SFD earnings: Smithfield Foods: Record Quarter Masks Underlying Segment Pressure Smithfield reported a record third quarter and raised its full-year outlook driven by an exceptional performance in its volatile Hog Production segment. However this strength masked significant year-over-year profit declines in the core Packaged Meats and Fresh Pork segments signaling that raw material inflation and cautious consumer spending are taking a toll. For the Bulls: The headline numbers are strong. The company delivered record Q3 operating profit grew sales by over XX% and raised its full-year adjusted" [X Link](https://x.com/Finsee_main/status/1983150384685211908) 2025-10-28T12:34Z 5052 followers, XXX engagements "$FOR earnings: Forestar (FOR): Strong Pricing Drives Revenue Beat but Profitability and Volume Remain Key Concerns Forestar reported mixed results for its fourth quarter and full fiscal year 2025. The company significantly beat its revenue guidance for the year driven by much higher-than-expected average sales prices per lot. However this was accompanied by a miss on lot delivery guidance and a notable decline in full-year profitability. The outlook for fiscal 2026 suggests stabilization with revenue guided in line with 2025s strong result and a slight recovery in lot volumes. The balance" [X Link](https://x.com/Finsee_main/status/1983159381572165983) 2025-10-28T13:10Z 5053 followers, XXX engagements "$CLVT earnings: Execution Progress Continues but Segment Weakness and Margin Pressure Emerge Clarivates Q3 results show continued progress on its strategic plan highlighted by accelerating organic ACV growth a leading indicator of future revenue. The company is successfully shifting to a more predictable recurring revenue model and is using its strong cash flow to buy back shares and pay down debt. However this progress is tempered by new challenges including a notable contraction in profit margins and organic revenue declines in two of its three business segments. While revenue guidance was" [X Link](https://x.com/Finsee_main/status/1983479210338402379) 2025-10-29T10:21Z 5050 followers, XXX engagements "$LFUS earnings: Littelfuse (LFUS) Q3 FY25: Electronics Strength Masks Margin Pressure Elsewhere A mixed quarter. Littelfuse beat top and bottom-line guidance driven by a significant acceleration in the Electronics segment. However this strength was offset by a sharp reversal in margins within the Transportation and Industrial segments which were standout performers last quarter. The announcement of the Basler Electric acquisition is a strategic positive but core business margin pressure and slowing growth in key segments are now notable concerns. For the Bulls: Revenue of $625M and adjusted" [X Link](https://x.com/Finsee_main/status/1983511745516703973) 2025-10-29T12:30Z 5053 followers, XXX engagements "$GIL earnings: Gildan (GIL): Strong Margins and Activewear Offset by Underwear Weakness and Lowered Cash Flow Guidance Gildan reported a solid quarter beating expectations on profitability and raising its full-year adjusted operating margin guidance. The core Activewear segment continues to show strength driven by market share gains and new products. However the picture is clouded by persistent deep weakness in the Hosiery & Underwear segment which failed to show the guided improvement and a significant cut to the full-year free cash flow forecast. Bulls will highlight: Record Q3 Adjusted EPS" [X Link](https://x.com/Finsee_main/status/1983522323664675100) 2025-10-29T13:12Z 5052 followers, XXX engagements "$WEX earnings: Solid Quarter with Corporate Payments Inflection Point Materializing WEX delivered a strong quarter beating the high end of its guidance for both revenue and EPS. The company also raised its full-year outlook. The key positive was the successful turnaround in the Corporate Payments segment which returned to growth as management had projected. This confirms the H2 2025 inflection story is playing out. For bulls the beat-and-raise quarter the execution in Corporate Payments and the continued deleveraging are clear positives. The bull case is strengthening as management delivers" [X Link](https://x.com/Finsee_main/status/1983654427404775505) 2025-10-29T21:57Z 5052 followers, XXX engagements "$UFPI earnings: Q3 Results: End-Market Weakness Persists Overshadowing Internal Progress UFP Industries reported another challenging quarter with results showing persistent demand weakness and margin pressure across all segments. While the company continues to execute on its cost-saving initiatives and strategic growth in areas like Deckorators the difficult macroeconomic backdrop is the dominant story. The bear case of a cyclical downturn is playing out with few signs of a near-term recovery. Bulls can point to a strong balance sheet and continued capital return but the core business trends" [X Link](https://x.com/Finsee_main/status/1983654697467584590) 2025-10-29T21:58Z 5052 followers, XXX engagements "$PPC earnings: Pilgrims Pride: Strategic Progress Muted by Margin Pressure Pilgrims Pride delivered a mixed Q3 with strong top-line growth and impressive performance in its value-added segments overshadowed by a year-over-year decline in profitability and margins. The bull case is centered on the successful execution of the companys long-term strategy to shift towards branded higher-margin products evidenced by a stellar XX% sales growth in U.S. Prepared Foods. However the bear case focuses on the immediate results where margins compressed and key profit metrics fell attributed to volatility" [X Link](https://x.com/Finsee_main/status/1983655775479140561) 2025-10-29T22:02Z 5053 followers, XXX engagements "$HLN earnings: Haleon: Solid Q3 Keeps Guidance on Track But North America Remains a Drag A solid Q3 performance driven by continued strength outside the US and standout results in Oral Health has allowed Haleon to reiterate its full-year guidance. However the North American business remains the key concern posting anemic growth with negative volumes indicating that the retailer inventory and consumer pressures highlighted last quarter are far from over. Bull Case: Organic growth of +3.4% was well-balanced between price (+1.8%) and volume/mix (+1.6%) a welcome return to volume growth after a" [X Link](https://x.com/Finsee_main/status/1983818812840423810) 2025-10-30T08:50Z 5053 followers, XXX engagements "$HWM earnings: Howmet Aerospace Q3 2025: Growth Accelerates Guidance Raised Again This was another exceptional quarter for Howmet. The company significantly accelerated revenue growth expanded margins and generated very strong free cash flow. Management raised the full-year outlook across the board for the second consecutive quarter and provided an encouraging initial revenue forecast for 2026. The bull case is compelling. Broad-based demand in aerospace and industrial markets is driving double-digit growth and margins are expanding despite investments in new capacity. The company is" [X Link](https://x.com/Finsee_main/status/1983862828575453292) 2025-10-30T11:45Z 5041 followers, XXX engagements "$BLDR earnings: Builders FirstSource: Strong Execution and Raised Guidance in a Weak Market The company delivered solid Q3 results beating its own profitability guidance despite a challenging housing market. This strong execution particularly on cost control allowed them to raise their full-year Adjusted EBITDA forecast. This reinforces the bull case that the business is more resilient than in past downturns. However bears will point to significant organic sales declines shrinking margins and elevated leverage that has kept share buybacks on hold. For now the bull case appears more compelling" [X Link](https://x.com/Finsee_main/status/1983871615499641052) 2025-10-30T12:20Z 5053 followers, XXX engagements "$WCC earnings: Strong Sales Acceleration Overshadowed by Cash Flow Concerns Wesco reported a fantastic quarter on the top line with sales growth accelerating well beyond expectations driven by continued AI-data center strength and a welcome return to growth in the utility segment. This momentum led to a raise in the full-year outlook for sales and EPS. However this impressive growth did not translate into cash. A significant negative free cash flow figure and a substantial cut to the full-year cash flow forecast will likely be the main focus for investors. The bull case is that demand is" [X Link](https://x.com/Finsee_main/status/1983873196836184428) 2025-10-30T12:26Z 5053 followers, XXX engagements "$ALGM earnings: Allegro (ALGM) Q2 FY26 Results: Recovery Accelerates Margin Expansion Impresses The cyclical recovery thesis is playing out faster and more profitably than anticipated. Allegro delivered a strong beat on all key metrics for Q2 and provided robust guidance for Q3. The most impressive element is the rapid gross margin expansion which reached nearly XX% in Q2 and is guided to exceed that level in Q3 achieving a milestone that seemed merely plausible for the full year just a few months ago. Bull Case: The recovery is confirmed and accelerating with XX% YoY growth guided for next" [X Link](https://x.com/Finsee_main/status/1983880080628605158) 2025-10-30T12:54Z 5051 followers, XXX engagements "$KBR Q3 FY25: Profitability and Bookings Impress Despite Revenue Headwinds KBR delivered a resilient quarter showcasing strong bottom-line execution and robust demand even as top-line growth stalled. The bull case is supported by double-digit Adjusted EBITDA growth significant margin expansion and a very strong 1.4x book-to-bill ratio. However the bear case is fueled by a second consecutive cut to the full-year revenue forecast driven by persistent government contract delays now worsened by a potential shutdown. Overall the bull case is more compelling; management is successfully navigating" [X Link](https://x.com/Finsee_main/status/1983880557281808805) 2025-10-30T12:55Z 5052 followers, XXX engagements "$TEX earnings: Transformative Merger and Aerials Exit Redefine the Companys Future Terex has announced a landmark strategic shift by merging with REV Group and planning to exit its cyclical Aerials business. This move fundamentally reshapes the company focusing it on more resilient less cyclical end markets. While this news overshadows the quarterly results the company delivered a solid quarter impressively maintaining its full-year EPS guidance despite a significant increase in tariff-related headwinds. For the Bulls: The strategic pivot is a clear long-term positive creating a more stable" [X Link](https://x.com/Finsee_main/status/1983891377768296926) 2025-10-30T13:38Z 5053 followers, XXX engagements "$GEL earnings: Inflection Point Reached But Near-Term Guidance Trimmed. The third quarter was pivotal for Genesis. The company successfully brought its major offshore growth projects online driving strong results in that segment and finally reaching the long-awaited free cash flow inflection point. This is the most important long-term development. However this was partially offset by notable weakness in the Marine segment and another small reduction in full-year guidance. For Bulls: The investment thesis is playing out. The massive multi-year offshore projects are online and ramping as" [X Link](https://x.com/Finsee_main/status/1983907857708773571) 2025-10-30T14:44Z 5052 followers, XXX engagements "$ARW earnings: Arrow Electronics (ARW) Q3 2025 Results: Recovery Confirmed but New Concerns Emerge Around ECS and Leadership Summary Recovery story intact but complicated by an unexpected ECS charge and CEO departure. Arrow delivered a solid quarter beating its EPS guidance and confirming that the cyclical recovery in the components market is underway. However the bull case is now tempered by two significant new developments: a surprise charge in the high-growth Enterprise Computing Solutions (ECS) segment that hit its profitability and the abrupt unexplained departure of CEO Sean Kerins." [X Link](https://x.com/Finsee_main/status/1984000748339048576) 2025-10-30T20:53Z 5053 followers, XXX engagements "$BFAM earnings: Strong Beat and Raise Driven by Stellar Back-Up Care Performance Bright Horizons delivered a strong third quarter significantly beating prior guidance on both revenue and earnings. The story of the quarter is the remarkable acceleration in the high-margin Back-Up Care segment which is driving overall profitability and led to another increase in the full-year outlook. While the core Full-Service segment continues its steady but slow recovery the outperformance in Back-Up care provides a powerful growth engine. The bull case is compelling as margin expansion is clearly" [X Link](https://x.com/Finsee_main/status/1984001685812080821) 2025-10-30T20:57Z 5053 followers, XXX engagements "$MTZ earnings: Broad Growth Continues but Pipeline Margin Pressure is a Key Concern This was a strong quarter on the top line with MasTec beating its Q3 guidance for revenue EBITDA and EPS. Growth was impressive and broad-based across all segments. The outlook for a major 2026 growth cycle especially in the high-margin Pipeline segment was significantly reinforced by a massive XXX% YoY increase in its backlog. However the bull case is tempered by significant near-term execution challenges. Margin compression in the Pipeline segment was severe and the company continues to burn cash to fund" [X Link](https://x.com/Finsee_main/status/1984006470883561888) 2025-10-30T21:16Z 5052 followers, XXX engagements "$ATR earnings: Pharma Strength Masks Broader Slowdown and Guides to a Weaker Q4 Aptar delivered a mixed quarter. The results were headlined by a solid beat on adjusted EPS driven by outstanding performance in the Pharma segment particularly Injectables. However this strength conceals underlying weakness across the rest of the business. Both the Beauty and Closures segments saw core sales stagnate or decline and experienced significant margin pressure. The outlook for Q4 points to a sharp deceleration. The bull case rests entirely on the Pharma segments momentum and the EPS beat. Bears will" [X Link](https://x.com/Finsee_main/status/1984006952351945029) 2025-10-30T21:18Z 5041 followers, XXX engagements "$AJG earnings: Gallagher Reports Solid Quarter Overshadowed by AssuredPartners Integration Noise Arthur J. Gallagher (AJG) delivered a solid third quarter highlighted by strong top-line growth driven by the landmark acquisition of AssuredPartners (AP) which closed in August. However the initial financial contribution from AP came in significantly below recent estimates raising questions about the near-term integration. The underlying core business remains healthy with steady performance in Risk Management though Brokerage organic growth showed some deceleration. For the Bulls: The" [X Link](https://x.com/Finsee_main/status/1984009787894591938) 2025-10-30T21:29Z 5048 followers, 1090 engagements "$TVTX earnings: FILSPARI Growth Accelerates FSGS Catalyst Significantly De-risked This was an outstanding quarter for Travere. The core growth driver FILSPARI saw a significant sequential acceleration in revenue demonstrating strong commercial execution. The surprise cancellation of the FDA Advisory Committee meeting for the FSGS indication is a major positive substantially de-risking the path to a potential blockbuster label expansion. While the legacy THIOLA franchise remains a headwind its impact is being more than offset. The achievement of profitability this quarter further strengthens a" [X Link](https://x.com/Finsee_main/status/1984014490879373429) 2025-10-30T21:48Z 5052 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1984158555205763543) 2025-10-31T07:20Z 5043 followers, 2512 engagements "$TILE earnings: Interface (TILE): Strong Execution Continues Guidance Raised Interface delivered another strong quarter beating its guidance on revenue gross margin and SG&A. The companys ability to expand margins through operational improvements is impressive and underpins the decision to raise the full-year gross margin outlook significantly. Bull Case: The One Interface strategy is proving effective now showing results in Europe (EAAA) which offset a slowdown in the Americas. Margin expansion remains robust driven by internal manufacturing efficiencies. The company continues to gain share" [X Link](https://x.com/Finsee_main/status/1984211011100909907) 2025-10-31T10:49Z 5050 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1984220243854590407) 2025-10-31T11:25Z 5043 followers, XXX engagements "$POR earnings: Portland General Electric: Data Center Demand Powers Solid Quarter Execution is Key PGE delivered a strong third quarter beating last years results on the back of continued robust demand from data centers. The company also secured a key regulatory win for its Seaside battery project providing a clear path for cost recovery. While guidance was reaffirmed the focus remains squarely on execution across multiple large-scale resource procurements and ongoing cost management initiatives. The bull case driven by high-tech load growth and regulatory progress appears compelling though" [X Link](https://x.com/Finsee_main/status/1984231090995818904) 2025-10-31T12:08Z 5036 followers, XXX engagements "$WMB Q3 2025 earnings: Strong Project Execution Drives Growth CapEx Rises on New LNG Investment. Williams delivered another very solid quarter beating expectations with strong double-digit growth in key financial metrics. The results were driven by the successful execution of their growth plan with several major projects coming online and contributing to earnings. The company reaffirmed its full-year EBITDA guidance which was already raised last quarter. However they also announced a significant $XXX million increase in growth capital spending for 2025. This is tied to a new strategic" [X Link](https://x.com/Finsee_main/status/1985461185362149742) 2025-11-03T21:36Z 5052 followers, XXX engagements "$AESI Q3 2025 earnings: Tough Quarter Forces Dividend Cut but a Major Pivot to Power Emerges. Atlas reported a very challenging quarter missing its own volume forecast and posting a sharp decline in profitability. The company suspended its dividend to preserve cash for a significant and rapidly expanding opportunity in its power generation business. The near-term outlook for the core sand business remains weak. 🐂 Bulls will focus entirely on the massive expansion of the power business opportunity which has grown from XXX megawatts to a potential X gigawatts. The company is investing" [X Link](https://x.com/Finsee_main/status/1985463915057188976) 2025-11-03T21:47Z 5050 followers, XXX engagements "$VTS Q3 2025 earnings: Guidance Raised on Strong Bakken Activity Despite Softer Quarter. Vitesse reported a solid quarter highlighted by a significant increase in its full-year production and capital guidance. While quarterly production saw a slight expected dip from a very strong Q2 the updated outlook signals strong activity and confidence for the remainder of the year. The company generated free cash flow and covered its dividend though debt ticked up slightly. A key positive was the successful and under-budget completion of their first operated wells from the Lucero acquisition which are" [X Link](https://x.com/Finsee_main/status/1985464636649484503) 2025-11-03T21:50Z 5052 followers, XXX engagements "$FNV Q3 2025 earnings: Record Results Continue as Gold Prices Soar and Cobre Panama Delivers Franco-Nevada posted another record-breaking quarter capitalizing on sky-high gold prices and a significant one-time contribution from the Cobre Panama concentrate sale. The company delivered record revenue earnings and cash flow all while completely paying off its debt. This strong performance led management to narrow its full-year guidance to the high end and raise its outlook for precious metals signaling confidence in the portfolio's momentum. 🐂 : The results are exceptional across the board." [X Link](https://x.com/Finsee_main/status/1985489897881293227) 2025-11-03T23:30Z 5052 followers, XXX engagements "$PFE Q3 2025 earnings: Policy risk resolved but COVID decline and M&A drama create a mixed picture. Pfizer delivered a complex quarter. They successfully navigated a major political overhang by striking a deal with the U.S. government which provides significant clarity for the business. Operationally the non-COVID drug portfolio is growing and cost-cutting is boosting profits leading to a raised earnings per share (EPS) forecast. However the expected sharp decline in COVID product sales is hitting the top line hard. Some key growth drugs are also showing weakness in the important U.S. market." [X Link](https://x.com/Finsee_main/status/1985680265255989552) 2025-11-04T12:07Z 5043 followers, 1330 engagements "$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](https://x.com/Finsee_main/status/1985684829438963751) 2025-11-04T12:25Z 5042 followers, XXX engagements "$SHLS Q3 2025 earnings: Strong Top-Line Beat and Backlog Growth Muted by Rising Costs. The company delivered a strong quarter on the top line beating its revenue guidance and posting record backlog. This shows that the underlying demand for its products is robust and its strategy to gain market share is working. However this growth came at a cost. Gross margins remain under pressure and operating expenses particularly legal fees increased significantly. While the full-year revenue forecast was raised the profit forecast was only tightened not meaningfully increased highlighting the ongoing" [X Link](https://x.com/Finsee_main/status/1985686212561051867) 2025-11-04T12:30Z 5047 followers, XXX engagements "$ACLS Q3 2025 earnings: A solid beat overshadowed by the transformative merger with Veeco. Axcelis delivered results that were better than guided for the third quarter showing good operational control during a semiconductor industry downturn. The highlight of the quarter however was not the results themselves but the major announcement of a merger with Veeco Instruments. Management is framing this as a strategic move to create a stronger more diversified company focused on high-growth trends like AI and vehicle electrification. While the underlying business is stable driven by record" [X Link](https://x.com/Finsee_main/status/1985703454593949735) 2025-11-04T13:39Z 5050 followers, XXX engagements "$ERO operational update: Xavantina initiative unlocks new high-margin gold sales stream from old stockpiles. Ero Copper announced a significant and unexpected win at its Xavantina gold mine. The company has begun selling high-grade gold concentrate that had been stockpiled on-site since 2012. This creates a new very high-margin revenue stream that starts immediately in Q4 2025 and is expected to last 12-18 months. This is a creative way to unlock "hidden" value from a previously non-earning asset. 🐂 Bulls will love this. Management found a way to turn old waste into a cash cow. The margins" [X Link](https://x.com/Finsee_main/status/1985816149624569871) 2025-11-04T21:07Z 5039 followers, XXX engagements "$PRDO Q3 2025 earnings: A solid beat and raise driven by acquisition but organic growth shows mixed signals. Perdoceo delivered another quarter of strong headline results beating its own profit guidance and raising the full-year outlook. The main driver continues to be the successful integration of the University of St. Augustine (USAHS) which is masking some weakness in the core business. While the CTU segment remains healthy the AIUS segment saw an enrollment decline which is a concern. The company continues to return significant capital to shareholders. 🐂 : The company beat its Q3" [X Link](https://x.com/Finsee_main/status/1985817181016211687) 2025-11-04T21:11Z 5053 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 $XXXX. Gross margin expanded significantly. The Platform" [X Link](https://x.com/Finsee_main/status/1985844025534873680) 2025-11-04T22:58Z 5041 followers, XXX engagements "$PTC Q4 2025 earnings: A strategic pivot to simplify the business overshadows a solid quarter and a cautious outlook. PTC ended its fiscal year with solid results meeting its key targets for growth and cash flow. The main news however is a major strategic move: the company is selling its Kepware and ThingWorx IoT businesses. This simplifies the company and sharpens its focus on the core design (CAD) and data management (PLM) software. While this is a positive long-term step the financial guidance for next year points to a slight growth slowdown which may concern investors. The company is" [X Link](https://x.com/Finsee_main/status/1986178898632282347) 2025-11-05T21:08Z 5047 followers, XXX engagements "$RELY Q3 2025 earnings: Solid Beat and Raise Driven by New Products But Growth Deceleration Continues as Guided. Remitly delivered a strong third quarter beating its own guidance for both revenue and profitability. The company is making clear progress on its strategy to expand beyond simple remittances with promising early results from its new 'Remitly Business' and 'High Amount Senders' initiatives. As a result of this strong performance management raised its outlook for the full year. The main point of caution is the continued and expected slowdown in revenue growth due to more difficult" [X Link](https://x.com/Finsee_main/status/1986184826849009680) 2025-11-05T21:32Z 5052 followers, 1696 engagements "$TPC Q3 2025 earnings: Record cash flow and backlog fuel a third consecutive guidance raise. The company continues to execute flawlessly on its turnaround. The core story of ramping up a massive backlog of higher-margin projects is translating into record cash generation and another significant increase in profit guidance. The balance sheet is now exceptionally strong with cash far exceeding debt. While a non-cash accounting charge on employee compensation is obscuring the official GAAP profit the underlying operational and financial health of the business has never been better. 🐂 : The" [X Link](https://x.com/Finsee_main/status/1986194999697113407) 2025-11-05T22:12Z 5052 followers, XXX engagements "$AMSC Q2 2025 earnings: A Strong Follow-Up Quarter But The Growth Rocket Cools. The company delivered a solid quarter meeting its own expectations after a blockbuster Q1. Revenue and profit guidance were comfortably beaten and the company posted its fifth straight quarter of profitability. Gross margins remained healthy and above the key XX% level. However the incredible XX% growth from last quarter has moderated significantly confirming that Q1 benefited from a large customer order being pulled forward. The business appears to be stabilizing at a new higher plateau of performance which is" [X Link](https://x.com/Finsee_main/status/1986214531434205539) 2025-11-05T23:30Z 5041 followers, 1859 engagements "$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](https://x.com/Finsee_main/status/1986216963962441880) 2025-11-05T23:40Z 5046 followers, 1523 engagements "$CNMD Q3 2025 earnings: Orthopedics turnaround begins company pivots capital allocation to buybacks. CONMED delivered a solid quarter beating revenue guidance and showing clear signs that its supply chain fixes are working. The long-struggling Orthopedics business saw a significant growth rebound which was the most important development. The company is now confident enough to tighten its full-year guidance upwards. In a major strategic shift CONMED also suspended its dividend to fund a new $XXX million share repurchase program signaling a new approach to capital returns. 🐂 : The turnaround" [X Link](https://x.com/Finsee_main/status/1986218569152020822) 2025-11-05T23:46Z 5047 followers, XXX engagements "$AMPL Q3 2025 earnings: Platform execution continues but guidance implies a slowdown. The company delivered a solid quarter beating its own revenue and profitability forecasts. The core strategy of selling a unified platform to large enterprises is clearly working as shown by strong growth in future revenue commitments (RPO). However the forecast for the next quarter suggests that the impressive growth rate seen in Q3 will slow down. 🐂 Bulls will focus on the strong execution. Revenue grew XX% year-over-year beating guidance. Annual Recurring Revenue (ARR) growth held steady at 16%. Most" [X Link](https://x.com/Finsee_main/status/1986218655278112845) 2025-11-05T23:46Z 5051 followers, XXX engagements "$ONC Q3 2025 earnings: BRUKINSA drives strong growth and profitability guidance tightened. The company reported another excellent quarter showcasing continued strong momentum. Revenue growth was robust driven by the flagship drug BRUKINSA which is solidifying its market leadership globally. Impressively this growth is translating directly to the bottom line with significant improvements in operating income net income and free cash flow. The company is executing well on its pipeline and has raised the low end of its full-year revenue guidance. 🐂 Bulls will love the sustained high-growth" [X Link](https://x.com/Finsee_main/status/1986397327150485876) 2025-11-06T11:36Z 5051 followers, XXX engagements "$VIR Q3 2025 earnings: Hepatitis Delta Program Accelerates Highlighting Strong Execution Vir delivered a strong quarter of clinical execution. The company completed enrollment for its lead Hepatitis Delta (HDV) trial ECLIPSE X about two months ahead of schedule. This is a significant positive as it provides more certainty on the timeline for their most important near-term asset. While the reported net loss increased due to a large milestone payment the underlying operational spending and cash runway guidance remained stable. 🐂 : Excellent clinical execution is derisking the timeline for the" [X Link](https://x.com/Finsee_main/status/1986401417137951176) 2025-11-06T11:52Z 5052 followers, XXX engagements "$PRMB Q3 2025 earnings: A quarter of stabilization after Q2's major disruptions but recovery path leads to another guidance trim. The company showed clear signs of operational recovery this quarter after the severe integration-related problems in Q2. As promised service levels in the direct delivery business improved leading to a welcome sequential increase in sales. The growth drivers remain intact with premium brands and the Exchange/Refill businesses performing very well. However the damage from Q2 was apparently deeper than expected. Management was forced to reduce the full-year sales and" [X Link](https://x.com/Finsee_main/status/1986401797531967531) 2025-11-06T11:54Z 5052 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1986404873907163186) 2025-11-06T12:06Z 5039 followers, XXX engagements "$SGA Q3 2025 earnings: One-Time Expense Masks Underlying Stability as Asset Sales Bolster Cash Saga's third-quarter results were heavily impacted by a large one-time music licensing fee that pushed the company to a net loss. Revenue saw a small decline an improvement from the prior quarter's rate of decrease. The underlying business appears more stable than the headline numbers suggest. A key positive development was the successful sale of tower assets which significantly increased the company's cash reserves. This provides substantial flexibility for future shareholder returns. 🐂 The" [X Link](https://x.com/Finsee_main/status/1986460703021006969) 2025-11-06T15:48Z 5043 followers, XXX engagements "$STEP Q2 2026 earnings: Performance Fees Surge Driving a Strong Profit Beat but Core Earnings Margin Narrows. A mixed but overall positive quarter for StepStone. The firm capitalized on an improved market for deal exits leading to performance fees that were much stronger than in previous quarters. This drove a significant beat on adjusted net income. Fundraising and asset growth remained solid. However the core recurring fee-related earnings (FRE) were slightly weaker than last quarter and the profit margin on those fees tightened. 🐂 Bulls will focus on the massive jump in" [X Link](https://x.com/Finsee_main/status/1986546865001681181) 2025-11-06T21:30Z 5053 followers, XXX engagements "$KRMN Q3 2025 earnings: Strong growth momentum continues with guidance raised and a positive initial 2026 outlook. The company delivered another quarter of record results beating its previous guidance. Revenue profit and backlog all grew significantly. This strong performance led management to raise its full-year 2025 forecast again. More importantly they provided a strong preliminary revenue growth forecast for 2026 signaling confidence in sustained demand. 🐂 : The company is executing exceptionally well. Revenue grew over XX% year-over-year and the funded backlog reached a new record of" [X Link](https://x.com/Finsee_main/status/1986549180542914971) 2025-11-06T21:40Z 5052 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1986558059078918283) 2025-11-06T22:15Z 5039 followers, XXX engagements "$CIVI Q3 2025 earnings: Strong operational quarter overshadowed by major merger announcement. Civitas delivered results that beat expectations on production and costs while executing on its promised share buyback program. However the simultaneous announcement of a merger with SM Energy and the cancellation of guidance and the earnings call will be the market's primary focus. 🐂 Bulls will focus on the excellent standalone results this quarter. Production grew strongly while costs came down leading to a significant increase in free cash flow. Management also followed through decisively on its" [X Link](https://x.com/Finsee_main/status/1986559577312096631) 2025-11-06T22:21Z 5050 followers, XXX engagements "$FLO Q3 2025 earnings: Acquisition Masks Core Weakness as Pricing Turns Negative Flowers Foods reported a challenging quarter where the benefit of the Simple Mills acquisition masked significant deterioration in the core business. While total sales grew this was entirely due to the acquisition; organic sales declined driven by an alarming shift to negative pricing and continued volume weakness. Profitability fell sharply due to these pressures. Guidance for the full year was narrowed with the earnings-per-share midpoint nudged slightly higher though this appears driven by non-operational" [X Link](https://x.com/Finsee_main/status/1986560437832589380) 2025-11-06T22:24Z 5053 followers, XXX engagements "$MODG Q3 2025 earnings: Topgolf returns to growth prompting a full-year guidance raise. The company reported a strong third quarter beating its own revenue and EBITDA guidance. The most important development was the turnaround at Topgolf which achieved positive same-venue sales growth of 1%. This success combined with continued strength in the core Golf Equipment business allowed management to raise full-year guidance for both Topgolf and the consolidated company even while absorbing significant tariff costs. 🐂 : The Topgolf turnaround is happening faster than expected. The shift to positive" [X Link](https://x.com/Finsee_main/status/1986571995874816078) 2025-11-06T23:10Z 5050 followers, XXX engagements "$PAR Q3 2025 earnings: Sequential ARR Growth Rebounds Reaffirming Mid-Teens Trajectory. PAR delivered a solid quarter of execution showing renewed momentum after last quarter's guidance reduction. The key positive was the significant acceleration in sequential ARR growth which helps validate management's strategy of focusing on larger deals. The company also reached a major milestone by generating positive operating cash flow. 🐂 likes the strong sequential ARR addition of $XXXX million a sharp rebound from last quarter. This suggests the growth slowdown may have bottomed out. Bulls will" [X Link](https://x.com/Finsee_main/status/1986572201659613294) 2025-11-06T23:11Z 5052 followers, 1071 engagements "$ESNT Q3 2025 earnings: A solid core performance overshadowed by rising credit concerns. Essent reported a mixed quarter. While the underlying business drivers like high policy persistency and strong investment income remain robust earnings were hit by a significant increase in the provision for losses. The company continues to return capital aggressively to shareholders highlighted by a new $XXX million buyback authorization but the uptick in loan defaults raises a yellow flag about future credit performance. 🐂 Bulls will focus on the strong capital management and resilient core business" [X Link](https://x.com/Finsee_main/status/1986776176237387788) 2025-11-07T12:42Z 5053 followers, XXX engagements "$TDS Q3 2025 earnings: Transformation in motion as fiber build accelerates and buybacks begin. This is the first look at the "new" TDS now a more focused fiber and tower company after selling its wireless business. The results show strong progress on its strategic goals. The fiber buildout which is the company's main growth engine accelerated significantly. The company also started returning cash to shareholders through buybacks and announced a large new program. However the financial statements are complex right now due to the massive changes making it a bit difficult to see the underlying" [X Link](https://x.com/Finsee_main/status/1986785642437574760) 2025-11-07T13:19Z 5053 followers, XXX engagements "$SARO Q3 2025 earnings: Strong Growth and Raised Guidance Offset by Margin Pressure A very strong quarter for revenue growth leading management to raise full-year guidance for revenue profit and free cash flow. Demand is robust across all markets especially business aviation. However this impressive growth is pressuring profitability. Margins declined as the costs of ramping up new long-term engine programs like LEAP are currently outweighing efficiency gains elsewhere. 🐂 Bulls will focus on the powerful top-line momentum and raised outlook. Revenue grew over XX% beating expectations with" [X Link](https://x.com/Finsee_main/status/1988015220590027199) 2025-11-10T22:45Z 5053 followers, XXX engagements "$ACCS Q3 2025 earnings: Operational Discipline Shines but Growth and Cash Flow Raise Questions ACCESS Newswire delivered a mixed third quarter. The company demonstrated impressive cost control significantly reducing its operating loss and boosting non-GAAP profitability metrics like Adjusted EBITDA. However top-line revenue growth was minimal and a large one-time tax payment pushed adjusted free cash flow into negative territory raising concerns about underlying cash generation. 🐂 sees a company successfully executing a turnaround on the cost side. Operating expenses were cut by 8%" [X Link](https://x.com/Finsee_main/status/1988245877945663969) 2025-11-11T14:02Z 5053 followers, XXX engagements "$HUYA Q3 2025 earnings: Revenue growth returns driven by the successful pivot to new game services. The company's strategic shift away from relying solely on live streaming is showing clear positive results. Total revenue growth has re-accelerated and the core live streaming business has stabilized. However overall profitability has declined mostly due to lower interest income after a large dividend payment. 🐂 Bulls will celebrate the return to top-line growth. Total revenue grew by nearly XX% year-over-year beating the growth rate from the previous quarter. The newer "Game-related" [X Link](https://x.com/Finsee_main/status/1988576061311893938) 2025-11-12T11:54Z 5052 followers, XXX engagements "$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 $XXXXX million net benefit from the Brazil tax credit which will significantly boost cash flow starting in 2026. They will also point to the continued strength of the digital business which now accounts for XX% of all" [X Link](https://x.com/Finsee_main/status/1988618354693668993) 2025-11-12T14:42Z 5039 followers, XXX engagements "$FIHL Q3 2025 earnings: Strong underwriting profit and capital returns confirm a clean go-forward story. Fidelis delivered an excellent quarter demonstrating the underlying profitability of its portfolio now that major legacy issues are in the past. A very strong combined ratio and high return on equity were the highlights. The company continued to return capital to shareholders at an attractive price boosting book value. 🐂 Bulls will point to the outstanding XXXX% combined ratio and the XXXX% annualized operating return on equity. This is the "clean" quarter they have been waiting for" [X Link](https://x.com/Finsee_main/status/1988724785849745469) 2025-11-12T21:45Z 5052 followers, XXX engagements "$SLND Q3 2025 earnings: Core Business Strength Obscured by Legacy Issues and a Large Tax Charge Southland's results show a continued difficult transition. While the company claims its new core business is performing well the headline numbers were very poor. A massive net loss was driven by ongoing losses from old projects and a significant non-cash tax charge which raises concerns about future profitability. 🐂 Bulls will focus on the CEO's commentary that the core business remains strong. The Civil segment which represents the company's future was profitable with a XXXX% gross margin. The" [X Link](https://x.com/Finsee_main/status/1988726205420339333) 2025-11-12T21:50Z 5052 followers, XXX engagements "$ALMU Q1 2026 earnings: Capital raise secures future but rising costs create near-term pressure. Aeluma reported a solid quarter of revenue growth driven by its R&D contracts. The company successfully raised a significant amount of capital strengthening its balance sheet and providing a long runway for its growth plans. However investments in hiring and manufacturing led to a substantial increase in net losses a key point for investors to monitor. 🐂 : The company now has a fortress balance sheet with $XX million in cash and no debt removing any immediate financing concerns. Revenue continues" [X Link](https://x.com/Finsee_main/status/1988726261498409230) 2025-11-12T21:51Z 5053 followers, 1200 engagements "$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](https://x.com/Finsee_main/status/1988737366807486736) 2025-11-12T22:35Z 5034 followers, 1154 engagements "$BILI Q3 2025 earnings: Profitability Surges as Advertising Growth Outweighs Gaming Slowdown. Bilibili reported a mixed quarter highlighted by a massive surge in profitability that far outpaced expectations from the previous quarter. Adjusted net profit grew by an impressive XXX% year-over-year driven by strong cost controls and a significant acceleration in the high-margin advertising business. However this was tempered by a sharp slowdown in overall revenue growth to just X% caused by a surprising year-over-year decline in the mobile games segment which had been a key driver in Q2. 🐂 : The" [X Link](https://x.com/Finsee_main/status/1988919456655880295) 2025-11-13T10:38Z 5040 followers, XXX engagements "$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 $XX million significantly strengthened its balance sheet providing a very long runway to execute its strategy. The company is well-positioned to benefit from new U.S. Department of Defense (DoD) cybersecurity mandates although absolute revenue remains low. 🐂 Bulls will focus on the impressive XX% quarter-over-quarter revenue growth showing clear business acceleration." [X Link](https://x.com/Finsee_main/status/1988948583161254004) 2025-11-13T12:34Z 5041 followers, XXX engagements "$BTM Q3 2025 earnings: Strong Quarter Performance Over-Shadowed By Alarming Guidance Bitcoin Depot reported a very strong third quarter significantly beating its own guidance on both revenue and profitability. However this impressive performance was completely overshadowed by a surprisingly weak forecast for the fourth quarter signaling major challenges ahead from new regulations. 🐂Bull case: The company is performing exceptionally well right now. Q3 revenue grew XX% year-over-year and Adjusted EBITDA soared by 75%. They easily beat the guidance they set last quarter. The balance sheet is" [X Link](https://x.com/Finsee_main/status/1988962564596723961) 2025-11-13T13:30Z 5052 followers, XXX engagements "$EC Q3 2025 earnings: . Ecopetrol reported a challenging quarter marked by a significant year-over-year decline in commodity prices. Revenue and net income fell sharply as a result. However the company demonstrated strong operational resilience. Production remained stable and the refining segment delivered a near-record throughput and substantially higher margins following the completion of major maintenance. A robust efficiency program continued to deliver significant cost savings helping to mitigate the tough macroeconomic environment. 🐂 Bulls will focus on the impressive operational" [X Link](https://x.com/Finsee_main/status/1989107935327170869) 2025-11-13T23:07Z 5043 followers, XXX engagements "$SBC Q3 2025 earnings: Restructuring Hits Revenue But Profitability Soars as One-Off Costs Fade SBC Medical's third-quarter results show a tale of two stories. Revenue fell sharply due to planned business changes which may worry some investors. However profitability saw a massive improvement as large one-time expenses from last year's IPO did not recur. This suggests the underlying business is becoming healthier and more efficient. Key operational metrics like customer and location growth remain strong. 🐂 : The XX% revenue drop was intentional and is now in the past. The real story is the" [X Link](https://x.com/Finsee_main/status/1989304819153019104) 2025-11-14T12:10Z 5053 followers, XXX engagements "$TWST Q4 2025 earnings: Solid Quarter with Cautious Guidance A strong end to the year with a revenue beat is overshadowed by forward guidance that suggests a significant slowdown in growth. Twist Bioscience reported better-than-expected results for its fourth quarter exceeding its own guidance for revenue and profitability. The company continues to make steady progress toward its goal of adjusted EBITDA breakeven. However the initial financial outlook for fiscal 2026 points to a material deceleration in top-line growth particularly in the key NGS segment which raises new concerns for the year" [X Link](https://x.com/Finsee_main/status/1989308853331095957) 2025-11-14T12:26Z 5048 followers, 1946 engagements "$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](https://x.com/Finsee_main/status/1990385829609460183) 2025-11-17T11:45Z 5035 followers, XXX engagements "$FUTU Q3 2025 earnings: Accelerating growth and expanding margins paint a powerful picture. Futu Holdings delivered a stellar quarter with accelerating client acquisition and record trading activity driving exceptional revenue and profit growth. The company is demonstrating significant operating leverage with margins expanding to new highs and is on track to comfortably beat its full-year client growth targets. 🐂 * 🟢 Client acquisition momentum has re-accelerated with 254000 new funded accounts added a XX% increase from the prior quarter. This eases a key concern from Q2. * 🟢 Explosive" [X Link](https://x.com/Finsee_main/status/1990741833433956816) 2025-11-18T11:20Z 5043 followers, XXX engagements "$ACM Q4 2025 earnings: Capping a record year with a bold strategic pivot raising long-term targets for margin and growth. AECOM capped off a record fiscal 2025 by exceeding its already-raised guidance driven by stellar performance in its core Americas design business and achieving new highs for full-year margins. The company also announced significant strategic shifts initiating a review of its Construction Management business and setting aggressive new long-term targets. This signals a clear focus on higher-margin less cyclical services powered by investments in Advisory and proprietary AI" [X Link](https://x.com/Finsee_main/status/1990761163487912259) 2025-11-18T12:37Z 5053 followers, XXX engagements "$NMM Q3 2025 earnings and call: Proactive De-Risking Creates Powerful Operating Leverage for 2026 Navios Maritime Partners delivered a strategically strong quarter prioritizing balance sheet fortification and long-term revenue visibility over short-term profit growth. The company successfully issued $XXX million in senior unsecured bonds a significant move that reduces interest rate risk and frees up $XXX billion in unencumbered vessel assets. While year-over-year profit metrics were down due to higher costs Navios grew its contracted revenue backlog to an impressive $XXX billion. This" [X Link](https://x.com/Finsee_main/status/1990788803607310657) 2025-11-18T14:26Z 5052 followers, XXX engagements "$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 $XXX million" [X Link](https://x.com/Finsee_main/status/1990907306570076492) 2025-11-18T22:17Z 5041 followers, 1389 engagements "$WSM Q3 2025 earnings: Williams-Sonoma Inc. continues to separate itself from the pack delivering its third consecutive quarter of positive comparable sales growth. While the broader home furnishings sector struggles with a frozen housing market WSM posted accelerating revenue growth and beat profit expectations. The company is effectively navigating a complex tariff landscapepulling inventory forward and managing costsallowing them to actually raise their full-year margin outlook. 🐂 - : Momentum is accelerating. Comps hit +4.0% (up from +3.7% in Q2 and +3.4% in Q1) with every single" [X Link](https://x.com/Finsee_main/status/1991152797253771595) 2025-11-19T14:33Z 5053 followers, XXX engagements "$QFIN new info from the call: Asset Quality and Risk Metrics New Granular Risk Data: Management disclosed that the C-M2 ratio (delinquency after XX days of collection) deteriorated significantly to XXXX% in Q3 from XXXX% in Q2. The Day X delinquency rate rose to XXX% from 5.1%. Recovery Timeline Extended: While management previously expected a quicker turnaround they admitted the risk adjustment cycle is taking longer than expected. Leading risk indicators for new loans have not yet dropped to desired levels and it typically takes 2-3 quarters for strategy tightening to reflect in the overall" [X Link](https://x.com/Finsee_main/status/1991239031129047213) 2025-11-19T20:15Z 5041 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1991259312715354172) 2025-11-19T21:36Z 5041 followers, XXX engagements "$VNET Q3 2025 earnings: Wholesale boom drives another beat and raise (VNET) delivered a robust third quarter characterized by explosive growth in its wholesale segment and improved profitability metrics. The company continues to capitalize on the AI-driven demand for high-performance computing in China leading management to raise full-year guidance for both revenue and Adjusted EBITDA. While the bottom line showed a net loss this was primarily due to non-cash fair value changes rather than operational weakness. 🐂 : Wholesale revenue soared XXXX% year-over-year proving the "Hyperscale" [X Link](https://x.com/Finsee_main/status/1991468383712219189) 2025-11-20T11:27Z 5041 followers, XXX engagements "$DAO Q3 2025 earnings: Youdao the AI-focused education and marketing subsidiary of NetEase reported mixed third-quarter results. While total revenue returned to growth (+3.6% YoY) thanks to a surge in online advertising the company's profitability deteriorated significantly. Operating income plummeted nearly XX% year-over-year as the revenue mix shifted drastically toward lower-margin advertising services offsetting gains from their "AI-Native" initiatives. 🐂 : Online Marketing Services revenue surged .% driven by strong demand from NetEase games and overseas markets. : "Youdao" [X Link](https://x.com/Finsee_main/status/1991468571382157766) 2025-11-20T11:28Z 5053 followers, XXX engagements "$STG Q3 2025 earnings: Profitability peaks but growth engine sputters Sunlands Technology Group delivered a quarter defined by a sharp contrast between current profits and future growth indicators. While the company achieved an impressive surge in Net Income and expanded margins by focusing on high-value courses for seniors the top-line story is rapidly deteriorating. New student enrollments and Gross Billingsthe best predictors of future revenueboth contracted year-over-year. Furthermore the companys "revenue store" (deferred revenue) is depleting leading management to guide for a return to" [X Link](https://x.com/Finsee_main/status/1991472830425305419) 2025-11-20T11:44Z 5040 followers, XXX engagements "$GPS $GAP Q3 2025 earnings: Core strength offsets tariff drag and Athleta weakness Gap Inc. delivered a strong third quarter that reinforces the success of CEO Richard Dicksons "brand reinvigoration playbook" even as the company navigates significant external and internal headwinds. The narrative is one of divergence: the three legacy brands (Old Navy Gap Banana Republic) are performing exceptionally well posting the 7th consecutive quarter of positive comparable sales for the portfolio. However this strength is masking a deep retrenchment at Athleta and the tangible financial bite of trade" [X Link](https://x.com/Finsee_main/status/1991620720083042813) 2025-11-20T21:32Z 5047 followers, XXX engagements "$MNSO Q3 2025 earnings: MINISO Group reported a record-breaking quarter surpassing RMB X billion in quarterly revenue for the first time and crossing the 8000 global store milestone. The narrative has shifted significantly from "relying on overseas growth to offset China weakness" to a broad-based recovery. Domestic operations in China accelerated sharply posting high-single-digit same-store sales growth (SSSG) a marked improvement from prior quarters. However profitability metrics faced headwinds due to the consolidation of losses from the recent Yonghui Superstores investment and a" [X Link](https://x.com/Finsee_main/status/1991769991180329011) 2025-11-21T07:25Z 5052 followers, XXX engagements "$SMTC Q3 2026 earnings: Continued execution on turnaround strategy Semtech continued its recovery narrative in the third quarter delivering revenue and earnings above the midpoint of its own guidance. The story has successfully shifted from "financial survival" (a major theme in early FY25) to "profitable growth." The company is capitalizing on the demand for power-efficient chips in data centers and maintaining momentum in its LoRa (IoT) business. While revenue grew XX% year-over-year the most impressive metric was the expansion in profitability. Adjusted operating margins expanded" [X Link](https://x.com/Finsee_main/status/1993065669106057393) 2025-11-24T21:14Z 5052 followers, XXX engagements "$AMTM Q4 2025 earnings: Deleveraging acceleration and booking surge clear the path for 2026. Amentum closed its first full fiscal year as a public company with a strong beat on bookings and a significant improvement in balance sheet health. The resolution of a major contract protest drove a massive backlog increase while strong cash flow pushed leverage down faster than expected. While headline guidance for FY2026 suggests a revenue decline this is due to divestitures and calendar effects; underlying growth remains positive. 🐂 : Book-to-bill hit . in Q4 (vs 1.2x full year) driven by the" [X Link](https://x.com/Finsee_main/status/1993255216947368017) 2025-11-25T09:47Z 5052 followers, XXX engagements "$BZUN Q3 2025 earnings: - Baozun Inc. reported mixed third-quarter results. While the company made significant progress in its core operationsnarrowing operating losses and turning a profit in its e-commerce segmentthe final net loss number widened due to investment losses and costs related to selling off subsidiaries. Revenue growth continued but slowed compared to the previous quarter. 🐂 : The core e-commerce business (BEC) swung to an adjusted operating profit of RMB XXXX million a massive improvement from a RMB XXXX million loss a year ago. : The Brand Management unit (gap etc.)" [X Link](https://x.com/Finsee_main/status/1993279871359852994) 2025-11-25T11:25Z 5034 followers, XXX engagements "$BURL Q3 2025 earnings: Margin Execution Saves the Quarter Amid Sales Slowdown Burlington Stores delivered a mixed quarter defined by significant sales deceleration driven by weather offset by impressive operational execution. While comparable sales slowed drastically from the previous quarter management successfully mitigated tariff costs and controlled expenses to deliver a double-digit earnings growth beat. The company raised its full-year profit outlook despite maintaining a conservative sales view for the holiday season. 🐂 : Despite a sharp sales slowdown Adjusted EBIT margin expanded" [X Link](https://x.com/Finsee_main/status/1993295256398266877) 2025-11-25T12:26Z 5052 followers, XXX engagements "$SNT Q3 2025 earnings: : Senstar Technologies reported a mixed third quarter marking a sharp reversal from the double-digit growth seen in the first half of the year. Total revenue declined slightly year-over-year despite management's claims of double-digit growth in core verticals like Corrections and Energy. Profitability dampened as Operating Expenses surged due to "exceptional" consulting costs. While the company maintains a pristine balance sheet with zero debt the sudden deceleration in top-line growth raises questions about the consistency of their turnaround story. 🐂 : Margins" [X Link](https://x.com/Finsee_main/status/1993439499183857715) 2025-11-25T21:59Z 5052 followers, XXX engagements "$SB Q3 2025 earnings: Sequential recovery signals market bottom is likely behind us Safe Bulkers delivered a message of resilience and recovery in Q3 2025. After a difficult Q2 where profits nearly evaporated due to a soft market the company rebounded significantly in Q3. While results still trail the stronger performance seen in 2024 the sequential improvement suggests the worst of the mid-year dip may be over. Management continues to execute its long-term playbook: selling older vessels to fund modern eco-efficient newbuilds while maintaining a fortress balance sheet to weather geopolitical" [X Link](https://x.com/Finsee_main/status/1993444499620524160) 2025-11-25T22:19Z 5047 followers, XXX engagements "$SLP Q4 2025 earnings: : Simulations Plus met its revised (and lowered) full-year guidance but the fourth quarter revealed significant weakness. Total revenue declined X% year-over-year with both Software and Services segments shrinking. While the company highlights a resilient performance amidst macro headwinds the forward-looking guidance for FY2026 forecasts essentially zero growth (0% to 4%). Management is pivoting the narrative toward a new AI-driven product vision to be unveiled in January likely attempting to reinvigorate investor interest as the core business stalls. 🐂 Balance" [X Link](https://x.com/Finsee_main/status/1995607824697585674) 2025-12-01T21:35Z 5052 followers, XXX engagements "$UNFI Q1 2026 earnings: Efficiency gains outweigh revenue dip in turnaround progress United Natural Foods delivered a strong profitability beat for the first quarter of fiscal 2026 validating management's "efficiency over growth" strategy. While top-line revenue dipped slightly due to planned facility exits the company significantly improved its margins and cash flow profile. The narrative has successfully shifted from a company chasing empty calories (revenue volume) to one focused on nutritional value (margins and cash). 🐂 : Adjusted EBITDA surged .% year-over-year to $XXX million and" [X Link](https://x.com/Finsee_main/status/1995830199531766214) 2025-12-02T12:19Z 5052 followers, XXX engagements "$BWLP new info from the call: Financials and Guidance Q3 TCE Miss: Management attributed missing the $53000/day guidance (actual: $51300) to limited fixing activity despite high headline rates specifically quantifying a negative IFRS adjustment of approximately $X million. Product Services Valuation: The reported Net Asset Value (NAV) of $XX million for Product Services does not include an unrealized physical shipping position internally valued at $XX million. The average Value at Risk (VAR) for the quarter was $X million. Trade Finance Capacity: Utilization of trade finance facilities stood" [X Link](https://x.com/Finsee_main/status/1995947925399073211) 2025-12-02T20:07Z 5053 followers, XXX engagements "$CXM Q3 2026 earnings: Beat and raise but forward indicators flash warnings Sprinklr delivers a strong beat on revenue and profits for Q3 but a shrinking order backlog and loss of large customers signal that the turnaround is still facing significant friction. Sprinklr is in the middle of a "transitional year" under CEO Rory Read. The goal is to fix operational issues and stop customers from leaving. The Q3 results are a mixed bag. On the surface the company executed well: they beat their own revenue and profit guidance significantly. Profit margins are expanding showing better financial" [X Link](https://x.com/Finsee_main/status/1996196191088861432) 2025-12-03T12:33Z 5053 followers, XXX engagements "$HQY Q3 2026 earnings: Profits surge and margins expand but top-line growth slows. HealthEquity delivered a mixed but generally positive report for the third quarter of fiscal 2026. While revenue growth has decelerated into single digits (7%) the company has become a profitability machine. The operational efficiency story is playing out perfectly with margins hitting record highs as prior issues with fraud costs have been resolved. Management is actively using this cash flow to buy back stock and hedge against future interest rate drops. 🐂 🟢 : Adjusted EBITDA margins expanded significantly" [X Link](https://x.com/Finsee_main/status/1996326843004461116) 2025-12-03T21:13Z 5053 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1996328208254316615) 2025-12-03T21:18Z 5040 followers, XXX engagements "$DSGX Q3 2026 earnings: Record revenues and margins amid trade complexity Descartes Systems Group delivered a strong beat in its third quarter driven by the increasing complexity of global trade. The company reported record revenues and adjusted EBITDA with significant margin expansion. Management announced a CFO transition plan and filed for a share buyback program (NCIB) signalling confidence in cash flow generation. The company is capitalizing on tariff volatility and sanction regime changes which drive customers to its Global Logistics Network. 🐂 : Adjusted EBITDA margin expanded" [X Link](https://x.com/Finsee_main/status/1996344501284049297) 2025-12-03T22:23Z 5041 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1996487345667735636) 2025-12-04T07:50Z 5041 followers, XXX engagements "$TIGR Q3 2025 earnings: - : UP Fintech (Tiger Brokers) delivered a historic quarter shattering previous records for revenue net income and total client assets. The companys strategic pivotmoving away from chasing raw user numbers to acquiring high-net-worth clientsis paying off significantly. While new user growth volume slowed slightly compared to Q2 the quality of these users exploded driving massive asset inflows. With the full-year user target already met TIGR is currently firing on all cylinders. 🐂 🟢 : Non-GAAP net income nearly tripled YoY to $XXXX million demonstrating massive" [X Link](https://x.com/Finsee_main/status/1996526796548833383) 2025-12-04T10:27Z 5052 followers, 1218 engagements "$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](https://x.com/Finsee_main/status/1996558453569986675) 2025-12-04T12:33Z 5043 followers, XXX engagements "$TD Q1 2025 earnings: : . & TD Bank kicked off its transition year with a complex quarter. While the core Canadian and Wholesale businesses delivered record revenues the bottom line was pressured by the massive costs of cleaning up its U.S. operations. The headline story is the strategic pivot: selling its stake in Charles Schwab to build a fortress balance sheet (14.2% pro forma CET1) and fund a massive $X billion buyback. However management sounded the alarm on trade tariffs taking early credit precautions that could weigh on future results. 🐂 : Following the sale of its Schwab stake" [X Link](https://x.com/Finsee_main/status/1996573068534096088) 2025-12-04T13:31Z 5053 followers, XXX engagements "$REX Q3 2025 earnings: Consistent profits amid permit delays REX American Resources delivered a solid operational beat in the third quarter marking its 21st consecutive quarter of profitability. Financial results improved significantly on a sequential basis compared to Q2 driven by higher volumes though year-over-year gross profit faced pressure from weaker commodity pricing. The company continues to boast a "fortress balance sheet" with zero debt and a growing cash pile. However the narrative is slightly dampened by another delay in the regulatory timeline for its Carbon Capture and" [X Link](https://x.com/Finsee_main/status/1996591522829959436) 2025-12-04T14:44Z 5052 followers, XXX engagements "$TD new info from the call: Strategic Capital Allocation & Buybacks New Buyback Program: Management plans to initiate a new share repurchase program of $6$7 billion after the current $X billion program concludes (expected by the end of Q1 2026). This is intended to effectively return all capital generated from the Charles Schwab stake sale to shareholders. Dividend Policy Change: The bank is moving from an annual dividend review cycle to a semi-annual cycle to better align shareholder returns with earnings growth. Capital Ratio Trajectory: The bank aims to gradually reduce its CET1 ratio" [X Link](https://x.com/Finsee_main/status/1996643161343443311) 2025-12-04T18:10Z 5053 followers, XXX engagements "$TIGR new info from the call: Financial Nuances & KPI Drivers Take Rate Spike: The cash equity take rate rose to XXX bps (vs. XXX bps in Q2) primarily due to active trading of low-priced U.S. meme stocks (charged per share resulting in higher effective rates). A decrease in lower-fee futures volume (from X% to X% of total mix) also boosted the blended rate. Interest Income Divergence: While margin balances were flat interest income surged because client idle cash increased by $X billion QoQ. Additionally the mix shifted toward high-spread businesses (margin financing/securities lending) and" [X Link](https://x.com/Finsee_main/status/1996676728953991502) 2025-12-04T20:23Z 5052 followers, 1495 engagements "$SWBI Q2 2026 earnings: Turnaround visible as inventory clears Smith & Wesson reports a transitional quarter with slight revenue declines but strong cash flow generation signaling a pivot toward growth in the coming quarter. While the top-line numbers show a slight contraction compared to last year the internal improvements are significant. The company has successfully chewed through excess inventory generating substantial cash. Management signaled a hard pivot for the next quarter guiding for meaningful revenue growth as the "destocking" headwind fades. 🐂 🟢 : Management projects Q3 sales" [X Link](https://x.com/Finsee_main/status/1996692430515491070) 2025-12-04T21:25Z 5052 followers, XXX engagements "$AGX Q3 2026 earnings: Backlog explodes to $XXX billion signaling massive future pipeline Argan Inc. delivered a transformative quarter not because of the headline revenue numberwhich actually dipped slightlybut because of a massive structural shift in its future workload. The company increased its project backlog by XX% sequentially to a record $XXX billion confirming the thesis that the natural gas power generation cycle is accelerating. While top-line revenue faced a difficult year-over-year comparison due to project timing profitability improved significantly with gross margins expanding" [X Link](https://x.com/Finsee_main/status/1996695345879818731) 2025-12-04T21:37Z 5052 followers, 1257 engagements "$DOMO Q3 2026 earnings: Domo Inc. reported third-quarter results that highlight a clear divergence between operational efficiency and top-line growth. While the company achieved positive non-GAAP net income and significant improvements in free cash flow and operating margins revenue and billings slightly contracted year-over-year. Management remains optimistic citing an effective ecosystem strategy and forecasting a sharp acceleration in billings growth for Q4. 🐂 Profitability Turnaround: Domo achieved non-GAAP net income of $XXX million (EPS $0.01) a swing from a loss in the prior year" [X Link](https://x.com/Finsee_main/status/1996697087434485828) 2025-12-04T21:44Z 5052 followers, XXX engagements "$CHPT Q3 2026 earnings: Return to growth and balance sheet repair () delivered a "beat and raise" quarter that marks a potential turning point for the company. After struggling with declining revenues in previous periods ChargePoint returned to year-over-year growth exceeding the top end of its own guidance. The company also executed a massive debt reduction strategy immediately after the quarter closed significantly de-risking the financial narrative. While profitability remains an ongoing target record margins and a repaired balance sheet offer a stronger foundation than investors have" [X Link](https://x.com/Finsee_main/status/1996699732102775006) 2025-12-04T21:54Z 5053 followers, XXX engagements "$ZUMZ Q3 2025 earnings: : Zumiez delivered a robust quarter that significantly outperformed expectations driven by a sharp acceleration in North American sales and effective margin management. The company has successfully pivoted from stabilization to growth with double-digit comparable sales in its core market and a strong start to the critical holiday season. 🐂 : North American comparable sales jumped .% a significant acceleration from previous quarters. : Gross margins expanded to .% due to strong full-price selling. : Inventory dropped .% YoY despite a .% sales increase signaling" [X Link](https://x.com/Finsee_main/status/1996699836650082493) 2025-12-04T21:55Z 5034 followers, XXX engagements "$VSCO Q3 2025 earnings: Turnaround accelerates with strong beat and raise Victorias Secret & Co. delivered a decisive quarter significantly outperforming its own guidance on both the top and bottom lines. The Path to Potential strategy is yielding faster-than-anticipated results evidenced by a sharp acceleration in sales growth and improved margins. 🐂 Momentum Acceleration: Revenue growth jumped to .% this quarter a massive improvement from the % growth seen in Q2. Comparable sales rose %. International Explosion: The International segment is a powerhouse growing nearly % YoY. Margin" [X Link](https://x.com/Finsee_main/status/1996915331328037004) 2025-12-05T12:11Z 5052 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 ($1M+) introduces higher quarter-to-quarter variability in ARR results due to unpredictable timing even if long-term" [X Link](https://x.com/Finsee_main/status/1997341460744581261) 2025-12-06T16:24Z 5040 followers, XXX engagements "$CHPT new info from the call: Source of Q3 Revenue Beat: The revenue outperformance was primarily driven by a surge in residential billings attributed to customers accelerating purchases ahead of the expiration of federal EV tax credits. This suggests a pull-forward of demand rather than purely organic growth. Margin Expansion Timeline: Management clarified that hardware gross margins will likely remain flat in the near term. The benefits from lower-cost Asian manufacturing and new product architectures will not materially impact margins until the second half of the next fiscal year as the" [X Link](https://x.com/Finsee_main/status/1997598759702692196) 2025-12-07T09:27Z 5052 followers, XXX engagements "$DOMO new info from the call: Strategic & Product Developments OEM & Investment Discussions: Partners have approached the company regarding potential OEM agreements to bundle analytics for all their customers and some are considering strategic investments to ensure data remains within their specific cloud environments. Cloud Amplifier Adoption: There are now over XXX accounts active on Cloud Amplifier (more than double year-over-year) with unique users on the product soaring XXX% year-over-year. AI Adoption Metrics: Unique accounts using AI features increased over XX% year-over-year and" [X Link](https://x.com/Finsee_main/status/1997973333296533760) 2025-12-08T10:15Z 5053 followers, XXX engagements "$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](https://x.com/Finsee_main/status/1998365475051339946) 2025-12-09T12:13Z 5041 followers, XXX engagements "$THCH Q3 2025 earnings: Turnaround in sales growth shadowed by margin collapse Tims China delivered a mixed quarter characterized by a significant top-line milestone overshadowed by deteriorating profitability metrics. For the first time in recent history the company achieved positive Same-Store Sales Growth (SSSG) for company-owned stores validating its pivot to a Coffee + Food strategy. However this growth came at a steep price: store-level margins nearly halved due to rising delivery and food costs and the company swung back to an Adjusted Corporate EBITDA loss after reaching profitability" [X Link](https://x.com/Finsee_main/status/1998367401260302698) 2025-12-09T12:21Z 5050 followers, XXX engagements "$OLLI Q3 2025 earnings: Ollies Bargain Outlet continues to demonstrate the strength of its off-price model capitalizing on retail market disruption to fuel aggressive expansion. The company delivered a beat and raise quarter characterized by double-digit revenue growth and a record number of new store openings. While supply chain costs have slightly pressured gross margins compared to earlier in the year the bottom-line growth remains robust. 🐂 🟢 : Net sales surged XXXX% and Adjusted EPS jumped XXXX% signaling strong demand. 🟢 : Opened XX new stores in Q3 (86 YTD) successfully" [X Link](https://x.com/Finsee_main/status/1998367813002461658) 2025-12-09T12:23Z 5053 followers, XXX engagements "$FERG earnings Quarter Ended Oct XX 2025: - Ferguson delivered a solid quarter characterized by a sharp divergence between its two main end markets. While residential markets struggled with muted demand the company leveraged its scale in non-residential sectorsparticularly large capital projectsto drive XXX% revenue growth. Profitability improved significantly due to disciplined cost management and margin expansion leading management to narrow their full-year margin guidance upward. 🐂 🟢 - : Non-residential revenue (approx. XX% of US sales) surged XX% driven by data centers waterworks" [X Link](https://x.com/Finsee_main/status/1998369403503595894) 2025-12-09T12:29Z 5043 followers, XXX engagements "$SAIL Q3 2026 earnings: Scaling the Identity Fabric Reaching the $X Billion ARR Milestone with Durable Growth SailPoint delivered a robust quarter officially crossing the $X billion Annual Recurring Revenue (ARR) threshold. While headline revenue growth decelerated sequentially (largely due to expected timing variances from Q2) the underlying engineSaaS ARRcontinues to fire on all cylinders growing XX% year-over-year. Management sees the rise of AI agents not just as a buzzword but as a tangible expansion of the identity definition requiring the same governance as human employees. With" [X Link](https://x.com/Finsee_main/status/1998377159375650931) 2025-12-09T13:00Z 5052 followers, XXX engagements "$DBI Q3 2025 earnings: Profitability surges despite sales dip; guidance reinstated Designer Brands Inc. (DSW) reported a quarter defined by strict operational discipline. While top-line sales and comparable store traffic remain negative the rate of decline has slowed significantly compared to the first half of the year. Most importantly the company delivered substantial profit growth driven by a sharp expansion in gross margins and expense control. Management signaled that positive sales momentum has continued into the start of Q4 and reinstated full-year guidance which had been withdrawn in" [X Link](https://x.com/Finsee_main/status/1998381954530422973) 2025-12-09T13:19Z 5051 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 $XX million lower sequentially in the fourth quarter due to seasonality and the realization of cost actions. Inflation Rate: Operational cost inflation is currently running in the mid-single digits annually higher than the industrys typical low-single-digit range. Primary drivers include facility lease renewals at higher fair market values fleet costs and elevated medical claims. FY 2026 Pricing: Early indications for fiscal 2026 suggest pricing will be at" [X Link](https://x.com/Finsee_main/status/1998416239358591320) 2025-12-09T15:35Z 5041 followers, XXX engagements "$THCH new info from the call: Operational Metrics & Consumer Behavior Food Sales Surge: Food revenues increased XXXX% year-over-year. Food revenue contribution reached a historical high of XXXX% (up 500bps year-over-year). Attach Rate: More than half of all orders now include food. Customer Traffic: Monthly average transacting customers reached XXXX million a XXXX% increase year-over-year. Digital Penetration: Digital orders hit an all-time high of XXXX% of total orders. Monthly Performance: July was the highest sales month of the year while the Bagel Festival in September drove double-digit" [X Link](https://x.com/Finsee_main/status/1998429847190684060) 2025-12-09T16:29Z 5050 followers, XXX engagements "$GNSS Q4 2025 earnings: A Pivotal Inflection: Profitability Returns as Revenue Soars Genasys delivered the 'inflection point' promised by management posting its first positive Operating Income and Adjusted EBITDA in seven quarters. Revenue surged XXX% YoY to $17.0M driven by the massive Puerto Rico Early Warning System (EWS) project and a rebound in hardware. Crucially Gross Margins snapped back to XXXX% (vs. XXXX% in Q3) proving the low-margin implementation phase of Puerto Rico was temporary. While the P&L recovery is impressive the balance sheet remains tight with $18M in current debt" [X Link](https://x.com/Finsee_main/status/1998510697911824844) 2025-12-09T21:50Z 5050 followers, XXX engagements "$AOUT Q2 2026 earnings: Innovation Rescues Top Line But Margins and Cash Take a Hit AOUT delivered a 'better-than-feared' Q2 with revenue declining XXX% to $57.2Msurpassing internal expectations thanks to late-quarter ordering and strong innovation adoption. However the victory lap is dampened by deteriorating profitability metrics. Gross margins compressed 240bps YoY and the company burned significant cash ending with just $3.1M on the balance sheet (down from $23.4M six months ago). While Point-of-Sale (POS) data (+4%) suggests healthy end-consumer demand tariff headwinds and retailer" [X Link](https://x.com/Finsee_main/status/1998510917672222982) 2025-12-09T21:51Z 5054 followers, XXX engagements "$CBRL Q1 2026 earnings: Transformation hits a Wall: Guidance Slashed as Profits Evaporate Cracker Barrel's fiscal 2026 began with a shock. After finishing FY25 with positive momentum Q1 results reversed sharply: Revenue fell XXX% and Adjusted EBITDA collapsed XX% to just $XXX million (0.9% margin). Management blamed 'unique and ongoing headwinds' but the impact was severe enough to force a massive cut to full-year guidance after just one quarter. The company is now pivoting to aggressive cost-cutting targeting $20-25M in savings but the sudden evaporation of profitability raises serious" [X Link](https://x.com/Finsee_main/status/1998512629824811042) 2025-12-09T21:58Z 5052 followers, XXX engagements "$MOMO Q3 2025 earnings: A Tale of Two Companies: Overseas Booms Domestic Bleeds Hello Group's Q3 results highlight a stark bifurcation. Total revenue stabilized (-0.9% YoY) as explosive Overseas growth (+69%) nearly offset the continued double-digit decline in the domestic China business. However this mix shift is toxic to profitability: Net Income fell XX% and Operating Margins compressed as the lower-margin overseas business takes share. While the core Momo app showed a rare sequential uptick in paying users the company stopped reporting Tantan MAUsa transparency red flag suggesting the" [X Link](https://x.com/Finsee_main/status/1998698337839489068) 2025-12-10T10:16Z 5053 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 $XXX million contribution from Braze AI Decisioning Studio) marking the second consecutive quarter of organic acceleration. In-Quarter Retention Trends: In-quarter organic Dollar-Based Net Retention (DBNR) increased sequentially to over XXX% continuing a trend of stabilization and slight improvement relative to Q1 and Q2. FY2027 Margin Target: Management explicitly committed to returning to their Investor Day profitability framework in" [X Link](https://x.com/Finsee_main/status/1998716083784581496) 2025-12-10T11:27Z 5041 followers, XXX engagements "$SNPS new info from the call: China Performance and Outlook Divergent Performance: While total China revenue declined XX% in FY25 the legacy Synopsys business excluding Ansys was down 22%. Conversely the Ansys portfolio performed fairly well in the region as it sells to a broader non-restricted market. Share Dynamics: Management confirmed market share erosion in China is occurring specifically among customers on the Entity List or subject to technology restrictions; these customers are shifting to local Chinese organic alternatives rather than Western competitors. Guidance Assumption: The" [X Link](https://x.com/Finsee_main/status/1998902400480915532) 2025-12-10T23:47Z 5053 followers, XXX engagements "$MTN new info from the call: Pass Sales Velocity: Pass sales dollars accelerated significantly in the late selling period shifting from up X% year-over-year through Labor Day to up X% in the post-Labor Day period. Ticket-to-Pass Conversion Incentive: A new specific incentive allows purchasers of advanced and window lift tickets to apply up to $XXX of the ticket cost toward the purchase of a pass for the following season. Strategic Admission on Lift Tickets: The CEO admitted that Vails lift ticket visitation declined over the last two years while the broader ski industry saw flat or increasing" [X Link](https://x.com/Finsee_main/status/1999062543352946711) 2025-12-11T10:23Z 5053 followers, XXX engagements "$COLM earnings: Columbia Sportswear: International Strength Cant Offset U.S. Weakness and Impairment Charges The quarter highlights a stark contrast between a thriving international business and a struggling U.S. market. While the company delivered on its Q3 sales and adjusted EPS guidance a significant impairment charge on smaller brands and a weak Q4 outlook confirm that the path forward remains challenging. The bear case centered on domestic weakness and margin pressure from tariffs and investments appears more compelling in the near term. For the Bulls: International momentum continues" [X Link](https://x.com/Finsee_main/status/1984003703213584559) 2025-10-30T21:05Z 5058 followers, XXX engagements "$AFL Q3 2025 earnings: A large accounting-driven beat masks mixed but solid underlying trends. Aflac reported very strong headline earnings significantly beating last year's results. However a large portion of this beat came from a favorable annual update to long-term accounting assumptions a non-operational item. Beneath the surface the business trends are mostly positive. Sales in Japan remain strong driven by their new cancer product. The U.S. business is growing premiums steadily although new sales growth is still slow. The company continues to be very shareholder-friendly accelerating" [X Link](https://x.com/Finsee_main/status/1985832830190924274) 2025-11-04T22:13Z 5058 followers, XXX engagements "$RAL Q3 2025 earnings: Solid first full quarter as a standalone company beating guidance with strength in Sensors & Safety Systems offsetting continued weakness in Test & Measurement. Ralliant delivered a strong performance in its first full quarter post-spin exceeding its revenue margin and EPS guidance. The story is one of two distinct segments: Sensors & Safety Systems (S&SS) is thriving with double-digit growth driven by robust demand in Utilities and Defense. Conversely Test & Measurement (T&M) remains challenged down significantly year-over-year due to customer caution and tough" [X Link](https://x.com/Finsee_main/status/1986219145529114958) 2025-11-05T23:48Z 5058 followers, XXX engagements "$BEEP Q3 2025 earnings: Guidance Cut on Persistent Headwinds Overshadows Balance Sheet Progress The quarter shows a company successfully executing on its long-term strategic financial plan but struggling with near-term operational realities. While the new ABS financing and progress on asset sales are significant positives for the balance sheet they are overshadowed by a substantial guidance cut driven by continued weakness in the high-margin transient parking business. The core issue remains that the "temporary" disruptions from last quarter are proving to be more severe and persistent than" [X Link](https://x.com/Finsee_main/status/1988010894454907078) 2025-11-10T22:28Z 5057 followers, XXX engagements "$YY $JOYY Q3 2025 earnings: JOYY Inc. delivered a quarter characterized by a successful strategic pivot. While consolidated revenue remains slightly down year-over-year the company achieved sequential growth for the second consecutive quarter. The narrative has shifted from "stabilization" to "acceleration" driven by the Advertising segment (BIGO Ads) which surged nearly 30%. Profitability improved significantly due to operational efficiency and the high-margin nature of the ad business. Management signaled a return to year-over-year growth in Q4 marking a pivotal turnaround point for the" [X Link](https://x.com/Finsee_main/status/1991299183190344145) 2025-11-20T00:14Z 5058 followers, XXX engagements "$GTLB Q3 2026 earnings: GitLab delivered a solid "beat and raise" quarter characterized by impressive profit margin expansion and sustained demand from large enterprise customers. While revenue growth remains healthy it is decelerating compared to the previous quarter. The company continues to shift its narrative from growth-at-all-costs to sustainable profitable scaling highlighted by the appointment of a new CFO Jessica Ross. 🐂 : Non-GAAP operating margin hit XX% significantly higher than XX% a year ago and ahead of expectations. : Customers spending $100k grew XX% year-over-year" [X Link](https://x.com/Finsee_main/status/1995965626951585908) 2025-12-02T21:17Z 5058 followers, 2112 engagements "$PLAB Q4 2025 earnings: Counter-Seasonal Growth Signal Breaks the Downward Trend Photronics delivered a pivotal quarter. After three consecutive quarters of stagnant or declining revenue Q4 revenue rose XXX% sequentially to $215.8M. More importantly guidance for Q1 FY26 ($217M-$225M) implies sequential growth during a period that is typically seasonally weak. High-End IC revenue is the engine (+23% QoQ) effectively offsetting a collapsing Mainstream IC market. However investors must brace for impact on cash flows: management announced a massive capital expenditure ramp to $330M for FY26 (vs" [X Link](https://x.com/Finsee_main/status/1998725741911920717) 2025-12-10T12:05Z 5057 followers, 1120 engagements "$SNPS Q4 2025 earnings: Ansys Deal Masks Organic Revenue Decline and IP Collapse Synopsys posted record headline revenue of $2.26B (+38% YoY) largely driven by a $668M contribution from the newly acquired Ansys. However stripping out Ansys reveals a troubling picture: organic revenue appears to have declined X% YoY to $1.59B. The core culprit is the Design IP segment where revenue fell XX% and operating margins collapsed from XX% to 14%. While the Ansys integration is scaling the Design Automation segment rapidly the company is battling severe headwinds in its legacy IP business and digesting" [X Link](https://x.com/Finsee_main/status/1998866565354168702) 2025-12-10T21:25Z 5057 followers, XXX engagements "$MTN Q1 2026 earnings: Pass Sales Stabilize But Volume Leaks Continue Vail's fiscal Q1 is seasonally insignificant for earnings (generating a standard net loss) so all eyes were on the Season Pass sales update for the upcoming 2025/2026 ski season. The narrative is mixed: Pass units are down X% marking continued volume erosion but a X% price hike drove total sales dollars up 3%. Management reaffirmed full-year guidance banking on cost cuts and 'normal weather' to deliver EBITDA growth. While the sales trend improved slightly from September the reliance on pricing power over volume growth" [X Link](https://x.com/Finsee_main/status/1998867333415084341) 2025-12-10T21:28Z 5058 followers, XXX engagements "$CR earnings: Strong Beat and Raise Masking Weakness in Process Flow Crane delivered another impressive quarter beating expectations and raising full-year guidance. The narrative remains consistent: the Aerospace & Electronics segment is firing on all cylinders with stellar growth and margin expansion more than compensating for a deteriorating picture in Process Flow Technologies. The Bull Case: Bulls will point to the powerful XX% adjusted EPS growth driven by a fantastic XX% core sales growth in Aerospace. The total company backlog is up over XX% YoY providing strong visibility. The company" [X Link](https://x.com/Finsee_main/status/1982907921437782496) 2025-10-27T20:31Z 5058 followers, XXX engagements
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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 #
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Mentions: XXX #
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Followers: XXXXX #
- X Week XXXXX +1.50%
- X Month XXXXX +13%
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Social Influence
Social category influence finance XXXXX% stocks XXXX% cryptocurrencies XXXXX% countries XXXX% technology brands XXXX% fashion brands XXXX% premier league XXXX% currencies XXXX% mlb XXXX% exchanges XXXX%
Social topic influence strong 26.13%, business 10.8%, core 9.7%, flow 5.79%, cash flow #196, acquisition #518, momentum #563, balance sheet #1351, ai 2.19%, future XXXX%
Top accounts mentioned or mentioned by @reservadevalor @christresnicky @mrfeeny7 @tohjah7809
Top assets mentioned Data Lake (LAKE) Vail Resorts, Inc. (MTN) AeroVironment, Inc. (AVAV) Planet Labs PBC (PL) BRP Inc. Common Subordinate Voting Shares (DOOO) MANCHESTER UNITED PLC (MANU) RH (RH) Costco Hot Dog (COST) Costco Wholesale Corporation (COST) HealthEquity, Inc (HQY) Descartes Systems Group Inc (DSGX) Canadian Imperial Bank of Commerce (CM) The Toronto-Dominion Bank (TD) ChargePoint Holdings, Inc. (CHPT) Helium IOT (IOT) Core & Main, Inc. (CNM) Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI) Ferguson plc (FERG)
Top Social Posts
Top posts by engagements in the last XX hours
"$RVMD Q3 2025 earnings: Execution engine fires on all cylinders as clinical trials advance and costs mount. Revolution Medicines delivered a quarter of strong steady execution. The company is hitting its ambitious clinical milestones notably winding down enrollment for its key pancreatic cancer trial. However this progress comes at a significant cost with operating expenses and net loss increasing substantially. 🐂 is that the company is doing exactly what it promised. It is methodically de-risking its lead asset daraxonrasib by advancing multiple late-stage trials. Winding down enrollment"
X Link 2025-11-05T22:06Z 5058 followers, XXX engagements
"$GFF Q4 2025 earnings: % Griffon Corporation delivered a solid finish to fiscal 2025 characterized by resilient margins in its Home and Building Products (HBP) segment and continued profitability improvements in Consumer and Professional Products (CPP) despite ongoing demand headwinds. The company demonstrated strong operational discipline generating substantial free cash flow that fueled a significant XX% increase in the quarterly dividend. While top-line growth remains elusive due to macro challenges the focus on efficiency and shareholder returns anchors the investment thesis. 🐂 "
X Link 2025-11-19T13:08Z 5058 followers, XXX engagements
"$NOTV Q4 2025 earnings: Turnaround evident in margins and DSA growth but debt refinancing remains the critical hurdle. Inotiv Inc. (NOTV) is a contract research organization (CRO) that helps biopharma companies test drugs before human trials (preclinical). They provide both the services (DSA segment) and the research models/animals (RMS segment) needed for testing. 🐂 : Adjusted EBITDA more than doubled year-over-year ($11.8M vs. $5.4M) and margins expanded significantly. : The Discovery & Safety Assessment segment (the high-value service side) grew revenue XXXX% with a book-to-bill ratio"
X Link 2025-12-03T21:29Z 5058 followers, XXX engagements
"$AVAV Q2 2026 earnings: Explosive Top-Line Growth But Cash Flow & Margins Bleed AeroVironment is transforming rapidly. Revenue surged XXX% YoY to $472.5M driven by the massive BlueHalo acquisition and a stunning XX% organic growth in the legacy Autonomous Systems (AxS) segment. However the financials are messy: the company swung to a $17.1M GAAP net loss due to acquisition costs margins compressed significantly due to service-heavy mix and operating cash flow turned deeply negative (-$168M YTD). While demand is at record levels (Book-to-Bill 2.9x) the company is currently burning cash to fuel"
X Link 2025-12-09T21:22Z 5058 followers, 2915 engagements
"$BLLN Q3 2025 earnings: Hypergrowth Meets Profitability BillionToOne delivered a breakout quarter proving it can scale rapidly while turning a profit. Revenue surged XXX% YoY to $83.5M driven by a rare combination of volume growth (+52%) and pricing power (ASP +44%). Crucially the company swung from a $12.6M operating loss a year ago to a $9.6M profit validated by a massive gross margin expansion to 70%. With the Oncology segment growing nearly 8x and a fresh $314M IPO capital injection BLLN has successfully pivoted from 'cash-burning growth' to 'profitable scaling.' 🐂 : It is rare to see"
X Link 2025-12-09T21:47Z 5058 followers, XXX engagements
"$AVAV new info from the call: Financial & Operational Cadence H2 Performance Split: Management provided a specific cadence for the second half of the fiscal year projecting revenue to be split approximately XX% in Q3 and XX% in Q4. Adjusted EBITDA is expected to be even more back-loaded with XX% in Q3 and XX% in Q4. Margin Headwinds: The Q2 gross margin compression was partially attributed to a go-live of the Oracle Fusion ERP system during the quarter which caused operational inefficiencies and one-time costs. Margin Recovery: Management explicitly targeted returning to adjusted gross"
X Link 2025-12-10T09:54Z 5058 followers, XXX engagements
"$PL Q3 2026 earnings: Revenue Acceleration vs. Margin Compression Planet Labs delivered its strongest top-line performance in years with revenue growth accelerating to XX% YoY (up from XX% last quarter) and RPO exploding XXX% to $672M. However the quality of this growth is shifting. The surge in 'Satellite Services' (building fleets for partners like JSAT) is dragging margins down significantly. Non-GAAP Gross Margin fell to XX% and is guided to plummet to 50-52% in Q4. While the backlog guarantees future scale the near-term cost is a return to EBITDA losses in Q4 ($5M-$7M loss guided) after"
X Link 2025-12-10T21:20Z 5058 followers, XXX engagements
"$LULU Q3 2025 earnings: Americas Weakness Claims the CEO; Q4 Guidance Turns Negative Lululemon delivered a chaotic quarter. While headline revenue grew X% to $2.6B the underlying health of the business is fracturing. The Americas segment contracted (comps -5%) margins collapsed (Operating Margin -XXX bps) and guidance for Q4 implies the first revenue decline (-1% to -3%) in years. Consequently CEO Calvin McDonald is stepping down. The sole bright spot remains International (+33%) but it cannot carry the dead weight of the U.S. business and mounting tariff costs. 🐂 : The brand travels well."
X Link 2025-12-11T21:17Z 5058 followers, 1073 engagements
"$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 5057 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 $XXX million share repurchase program should be well-received. For the Bulls: The quarter was a clean beat-and-raise. The full-year outlook for sales and EPS was increased the negative impact from"
X Link 2025-10-28T12:13Z 5057 followers, XXX engagements
"$CTS earnings: Diversification Strategy Accelerates Offsetting Transportation Weakness This was a strong quarter for execution highlighting the success of the companys strategic pivot. Bulls will point to the accelerating XX% growth in the diversified segments which now constitute a clear majority of revenue (59%). The SyQwest acquisition is performing well ahead of the prior quarters run-rate. Bears will focus on the continued weakness in the transportation segment (-7% YoY) and the slight year-over-year contraction in adjusted EBITDA margin and adjusted EPS. They may also note the lowered"
X Link 2025-10-28T12:36Z 5057 followers, XXX engagements
"$WSO earnings: Watsco Q3 2025: Strong Execution in a Challenging Market The company is successfully navigating a difficult market demonstrating impressive margin control and cash generation despite declining sales. Bulls will focus on the record gross margin and massive inventory reduction proving the strength of Watscos technology and operational discipline. Bears will point to the continued revenue decline persistent SG&A growth and significant weakness in international markets questioning when top-line growth will resume. For now the bull case on long-term operational strength appears more"
X Link 2025-10-29T12:02Z 5057 followers, XXX engagements
"$ALSN earnings: Allison Transmission Q3 2025: Defense Strength and Margin Discipline Mitigate On-Highway Weakness Allison delivered a tough quarter defined by a sharp anticipated downturn in its core North America On-Highway market. However the results demonstrate the value of the companys diversification strategy and its operational discipline. For the Bulls: The Defense segment is a powerful growth engine surging XX% and providing a critical offset to cyclical weakness elsewhere. More impressively management held Adjusted EBITDA margins nearly flat year-over-year despite a XX% revenue"
X Link 2025-10-29T20:35Z 5057 followers, XXX engagements
"$WEC earnings: Solid Quarter Driven by Strong Demand; Awaits Crucial Capital Plan Update This was a solid quarter for WEC with results beating the top end of their guidance. The core story remains the strong economic growth and electricity demand in their service area particularly from data centers. For bulls the strong demand growth and earnings beat are clear positives. For bears the major question of how the company will fund this massive growth without significant shareholder dilution remains unanswered until the new capital plan is released. Currently the bull case is more compelling"
X Link 2025-10-30T12:02Z 5057 followers, XXX engagements
"$WLK earnings: Westlake Q3 2025: Massive PEM Impairment Overshadows HIPs Softening Resilience This was a very tough quarter for Westlake dominated by a significant goodwill impairment that confirms deep-seated issues in the materials (PEM) segment. While the housing (HIP) segment remains profitable it is also showing signs of slowing down. The bear case is compelling as macro headwinds are now clearly visible across both segments and self-help measures may not be enough to offset them in the near term. For the bears: The $XXX million impairment in the North American Chlorovinyls business is a"
X Link 2025-10-30T12:31Z 5057 followers, XXX engagements
"$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 5057 followers, XXX engagements
"$WY earnings: Weyerhaeuser Q3 2025: Wood Products Collapse Overshadows Portfolio Progress The quarter was defined by two opposing stories. The Wood Products business saw a dramatic collapse in profitability due to falling prices significantly missing the mark. However the company is executing well on its strategic portfolio management and the Real Estate segment outperformed leading to raised full-year guidance for that unit. For the near term the negative story in the core wood business is more powerful. For Bulls: The Real Estate & ENR segment was a bright spot beating Q3 guidance and"
X Link 2025-10-30T20:41Z 5057 followers, XXX engagements
"$NVT earnings: Data Center Growth Fuels Record Quarter and Higher Outlook This was an exceptionally strong quarter for nVent marking their first billion-dollar sales period. The company significantly beat its prior guidance on both revenue and earnings driven by accelerating momentum in its data center and power utility end markets. The bull case is compelling: organic growth is accelerating sharply the full-year outlook was raised again and record backlog provides strong visibility. The bear case is minor but present focusing on margin contraction year-over-year likely due to acquisition mix"
X Link 2025-10-31T10:48Z 5057 followers, XXX engagements
"$MSGS earnings: Weak Start to FY26 as Lower League Payouts Obscure Strong Fan Demand This was a soft quarter to begin the fiscal year. Revenues and profitability fell sharply compared to last year driven by an unexpected drop in league distributions and the known impact of reduced local media rights fees. The Bear Case: The significant revenue miss driven by a new issue with league distributions is a concern. Higher operating costs and a substantial quarterly cash burn add to the worries. The known headwind from the amended local media rights deal is now clearly visible in the results. The"
X Link 2025-10-31T11:52Z 5057 followers, XXX engagements
"$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 $XXX million in benefits so far"
X Link 2025-11-04T22:20Z 5057 followers, XXX engagements
"$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 5057 followers, XXX engagements
"$FVRR Q3 2025 earnings: Services Revenue Booms But Core Marketplace Stagnates Amidst Buyer Decline. Fiverr reported a solid quarter beating its own guidance on both revenue and profitability. The results were powered by an impressive surge in its "Services" revenue segment. However this strength masks a concerning trend in its core business: Marketplace revenue declined and more alarmingly the number of active buyers on the platform fell by double digits year-over-year. The company is successfully executing its strategy to move "upmarket" attracting higher-value projects which boosted the"
X Link 2025-11-05T11:06Z 5057 followers, XXX engagements
"$GPRE Q3 2025 earnings: Carbon capture cash flow begins offsetting weaker core margins. A pivotal quarter for Green Plains as they successfully started their carbon capture systems and began monetizing the associated 45Z tax credits. The company used proceeds from a major asset sale to significantly pay down debt de-risking the balance sheet. However the new carbon-related income masked underlying weakness in the core ethanol business. 🐂 Bulls will celebrate the successful startup of the Nebraska carbon capture projects which are now generating real cash flow ($25 million contribution this"
X Link 2025-11-05T12:07Z 5057 followers, XXX engagements
"$KNTK Q3 2025 earnings: Kings Landing is online but guidance is cut amid Permian weakness. Kinetik's quarter was challenging. The company brought its major growth project the Kings Landing gas plant online. However a slow start for this project combined with a tougher market for oil and gas producers led to disappointing results. As a result management significantly lowered its financial forecast for the full year. On the positive side they sold a non-core asset (EPIC Crude) for a good price which provides cash for future projects and debt reduction. They also continue to buy back their own"
X Link 2025-11-05T23:07Z 5057 followers, XXX engagements
"$ACVA Q3 2025 earnings: A Strong Quarter Overwhelmed by a Weak Outlook ACV delivered a solid third quarter beating expectations on profitability and growing faster than the market. However the company significantly lowered its guidance for the fourth quarter and the full year citing a rapidly worsening used car market. A large one-time loss from a customer bankruptcy also raises new questions about credit risk in their financing business. 🐂 Bulls will focus on the strong Q3 execution. The company achieved record revenue and unit volume growing units by XX% while the overall market was flat."
X Link 2025-11-05T23:42Z 5057 followers, 1050 engagements
"$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 ($75M in the quarter). This capital return"
X Link 2025-11-06T12:39Z 5057 followers, XXX engagements
"$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 5057 followers, XXX engagements
"$LGN Q3 2025 earnings: Strong Inaugural Public Quarter Tempered by Cautious Near-Term Guidance Legence delivered a very strong first financial report as a public company. Revenue and profit growth were impressive driven by booming demand in its Installation & Maintenance segment. The company also successfully used its IPO proceeds to reduce debt. However the guidance for the next quarter points to a significant sequential slowdown raising questions about near-term momentum. 🐂 Bulls will focus on the powerful year-over-year growth. Revenue grew XX% and Adjusted EBITDA jumped 39%. The total"
X Link 2025-11-14T12:24Z 5057 followers, XXX engagements
"$SLAI Q3 2025 earnings: - SOLAI (formerly BIT Mining) reported mixed third-quarter results. While the bottom line improved significantly this was driven largely by rising cryptocurrency prices and the absence of a prior operational incident rather than core business growth. Revenue remains stagnant as the company attempts to pivot from a struggling self-mining model to a diversified infrastructure and staking strategy (Solana/Stablecoins). The legacy mining business is shrinking rapidly placing pressure on the new data center and treasury initiatives to scale quickly. 🐂 : Net loss was"
X Link 2025-11-21T21:12Z 5057 followers, XXX engagements
"$DOOO new info from the call: Fiscal 2027 (Next Year) Preliminary Base Case Parameters Revenue & EPS Tailwinds: Management quantified a revenue tailwind of $XXX to $XXX million primarily from the normalization of wholesale shipments matching retail (lapping the destocking) which contributes approximately $XXXX to EPS. Headwinds: Anticipated headwinds include the transition of Ryker production to Vietnam (resulting in fewer deliveries) a $XX million increase in depreciation expense and an effective tax rate returning to historical levels of 25-26%. Outlook: Preliminary expectations for Fiscal"
X Link 2025-12-04T18:22Z 5057 followers, XXX engagements
"$LAKE Q3 2026 earnings: Guidance Withdrawn and Dividend Suspended as Margins Evaporate Lakeland Industries delivered a chaotic Q3. While top-line revenue grew X% driven by acquisitions the underlying business deteriorated significantly. Organic revenue fell X% and profitability collapsedAdjusted EBITDA margin shrank to a razor-thin XXX% from XXXX% a year ago. Management blamed a 'perfect storm' of tariffs freight costs and certification delays. Consequently the company suspended its dividend and withdrew all financial guidance citing limited forecasting visibility. The massive $16.0M net loss"
X Link 2025-12-09T21:41Z 5057 followers, XXX engagements
"$UEC Q1 2026 earnings: War Chest Doubled Production Costs Improve Sales Paused UEC is executing a 'hold and build' strategy. While production at Christensen Ranch is active (adding 69k lbs this quarter) the company appears to have paused significant sales to hoard inventory for higher prices. The headline story is the massive liquidity injection: cash and liquid assets more than doubled to $698M driven by a $234M equity raise. This capital is earmarked for a bold pivot toward vertical integrationthe launch of United States Uranium Refining & Conversion Corp (UR&C)aiming to break the"
X Link 2025-12-10T16:20Z 5058 followers, XXX engagements
"$DAKT new info from the call: Financial & Operational Metrics Tariff Impact Quantification: The company specified that gross tariff expenses in Q2 were $XXX million compared to $XXX million in the prior year period. Tax Rate Drivers: The effective tax rate of XX% (versus the statutory 25%) was attributed to the ability to utilize accelerated depreciation of R&D and other expenses due to solid earnings. Backlog Composition: While Live Events represented roughly XX% of Q2 orders it currently accounts for approximately XX% of the total product backlog. Standard Order Velocity: Standard orders"
X Link 2025-12-10T22:52Z 5057 followers, XXX engagements
"$MANU Q1 2026 earnings: Efficiency over Growth: Profits Rise Despite No European Football Manchester United delivered a textbook turnaround quarter under the new INEOS-led structure. Despite a X% revenue declinedriven by the Men's team absence from UEFA competitionsthe club swung from a 7.0M operating loss last year to a 13.0M operating profit. The driver was ruthless cost control: employee benefit expenses (wages) were slashed by XXX% and total opex fell 7.1%. While Net Income turned negative due to non-cash FX swings on USD debt the underlying operational health has dramatically improved."
X Link 2025-12-11T13:52Z 5057 followers, XXX engagements
"$AVGO Q4 2025 earnings: AI Revenue to Double: Broadcom is Now an AI Pure-Play Proxy Broadcom delivered a definitive beat-and-raise quarter proving its transformation into an AI infrastructure titan is accelerating. Q4 revenue grew XX% to $18.0B but the real story is the guidance: Q1 FY26 AI semiconductor revenue is projected to hit $XXX billiondoubling year-over-year. While the VMware integration continues to drive massive software margins (Adj. EBITDA 68%) the narrative has fully shifted to custom silicon (XPUs) and Ethernet switching. With a $XXXX quarterly dividend (+10%) and $7.5B in free"
X Link 2025-12-11T21:26Z 5058 followers, 2098 engagements
"$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 5058 followers, 1516 engagements
"$DXLG Q3 2025 earnings: Merger Rescue: FullBeauty Deal Overshadows Another Quarterly Loss DXL effectively ended its standalone turnaround story by announcing a 'merger of equals' with FullBeauty Brands. The timing is critical: DXL reported a Q3 Net Loss of $4.1M and negative Adjusted EBITDA of $2.0M as sales fell 5.2%. While the comp trend is 'less bad' (-7.4% vs -XXX% in Q2) the digital business is collapsing (-13.1%). The merger creates a $1.2B revenue giant in inclusive sizing but DXL shareholders will own only XX% of the entity and the CEO baton passes to FullBeauty's Jim Fogarty. This"
X Link 2025-12-11T22:44Z 5058 followers, XXX engagements
"$COST new info from the call: New Warehouse Productivity Surge: Warehouses opened in FY25 are generating $XXX million in annualized sales per location in their first year a significant increase from the $XXX million annualized average seen for openings just two years ago. Guidance Revision on Expansion: The target for net new warehouse openings in FY26 was revised down to XX (previously targeting 30+) due to specific construction delays in Spain. Management emphasized this is a timing issue and maintained the long-term goal of 30+ annual net openings. SG&A Headwind Specifics: Higher"
X Link 2025-12-11T23:26Z 5057 followers, XXX engagements
"$COMM earnings: CommScope: Strong Beat and Raise Overshadows Guided Slowdown Another very strong quarter for CommScope with significant beats on revenue and EBITDA. Management raised full-year guidance for both the consolidated company and the future RemainCo signaling confidence in their operational execution. The core bull case is strengthening: the transformational CCS sale is on track (and even accelerated) and the remaining businesses continue to perform well generating strong cash flow. Bears will point to the significant sequential drop in RemainCos profitability confirming the"
X Link 2025-10-30T14:29Z 5058 followers, XXX engagements
"$MIRM Q3 2025 earnings: Strong commercial execution continues as guidance is tightened and key pipeline milestones are met. Mirum delivered another strong quarter showing continued revenue growth and excellent operational execution. The company tightened its full-year revenue guidance to the upper end of the previous range signaling confidence. Importantly they have now achieved profitability and are generating significant cash strengthening their financial position. The clinical pipeline also hit key milestones with a major study completing enrollment. 🐂 Bulls will love the combination of"
X Link 2025-11-04T21:10Z 5058 followers, XXX engagements
"$CAAP Q3 2025 earnings: Corporacin Amrica Airports delivered a standout quarter characterized by significant operating leverage where revenue growth (+17%) nearly doubled the pace of traffic growth (+9%). The narrative has shifted drastically from the year-ago period: whereas Q3 2024 was plagued by inflation outpacing devaluation in Argentina Q3 2025 benefited from an easy comparison and normalized cost structures driving Adjusted EBITDA to a record high of $XXX million. With the leverage ratio sitting at a pristine 0.9x and new growth avenues opening in Iraq (Baghdad) and Italy"
X Link 2025-11-24T14:04Z 5058 followers, XXX engagements
"$NOAH Q3 2025 earnings: Quality of earnings concern masks headline beat Headline profit surges on investment gains but core business engine stalls. Noah Holdings reported a complex quarter characterized by a sharp divergence between core operating performance and bottom-line results. While Net Income surged XXXX% due to non-operating investment valuations the core business faced headwinds. In a reversal of recent trends the Domestic business showed signs of stabilization while the previously high-flying Overseas segment contracted significantly due to lower insurance and performance fees. 🐂 "
X Link 2025-11-25T22:17Z 5058 followers, XXX 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 $X million. Mentioned the acquisition of a second unnamed company to support future product lines. Management estimates the new classic/architectural product line associated with these acquisitions could be worth a few billion dollars over the next several years. Unit Economics and New Formats Interior Design Offices: The new Palm Desert freestanding office (3000 sq ft"
X Link 2025-12-12T00:03Z 5058 followers, 1077 engagements
"$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
"$MTN earnings: Vail Resorts Growth Stalls as Weak Pass Sales and Soft Guidance Overshadow Cost-Cutting Efforts Vail Resorts reported fiscal fourth-quarter and full-year 2025 results that met the midpoint of recently lowered guidance. However the focus immediately shifts to a challenging outlook. Season-to-date pass sales for the upcoming 2025/26 season are weak with units declining and sales dollar growth well below price increases. Furthermore the initial guidance for fiscal 2026 implies minimal core business growth raising concerns about the companys ability to drive its top line. For the"
X Link 2025-09-29T20:15Z 5041 followers, 1404 engagements
"$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
"$HELE earnings: Helen of Troy (HELE): A Sobering Reset Under New Leadership A significant beat on heavily reduced Q2 expectations is overshadowed by a massive goodwill impairment a weak full-year outlook and a critical warning about a potential debt covenant breach. While new CEO Scott Uzzell brings a fresh perspective he inherits a business facing severe tariff pressures weakening consumer demand and now significant financial risk. The bull case hinges on a very strong second-half recovery that seems optimistic while the bear case is bolstered by fundamental deterioration and the new"
X Link 2025-10-09T11:38Z 5051 followers, 1024 engagements
"$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
"$GGG earnings: Graco Navigates Soft Markets with M&A and Pricing but Organic Weakness Persists Graco reported a mixed third quarter where headline results boosted by acquisitions and a significant one-time gain masked continued organic softness across its business. While revenue grew X% and reported EPS jumped XX% organic sales declined X% reflecting ongoing weakness in global construction. Managements ability to hold gross margins flat and reiterate full-year organic growth guidance is a positive. However the bull case relies on acquisitions integrating well and a meaningful organic"
X Link 2025-10-22T21:07Z 5041 followers, XXX engagements
"$OII earnings: Oceaneering: Solid Q3 Beat Marred by Weak Q4 Outlook and Tepid 2026 Growth Oceaneering delivered a strong Q3 beating its own EBITDA guidance thanks to solid execution particularly in the OPG segment. However the forward-looking picture is less rosy. A weak Q4 forecast implies a full-year 2025 result at the low end of the prior range which is effectively a guidance cut. Furthermore the initial 2026 guidance suggests only modest growth. For bulls the continued strength in ADTech strong free cash flow and consistent buybacks are clear positives. The companys ability to execute and"
X Link 2025-10-22T21:12Z 5053 followers, XXX engagements
"$GTX earnings: Garrett Motion: Strong Quarter with Raised Outlook and Enhanced Shareholder Returns Garrett Motion reported a strong third quarter beating expectations on the top and bottom lines raising its full-year guidance and significantly increasing shareholder returns. The results showcase solid operational execution with the company successfully navigating industry crosscurrents like unfavorable product mix while capitalizing on growth opportunities and cost controls. The bull case is significantly strengthened by this quarters performance. For the Bulls: Revenue grew X% (6% at"
X Link 2025-10-23T11:21Z 5041 followers, XXX engagements
"$FTI earnings: Strong Cash Flow Fuels Massive Buyback and Guidance Raise TechnipFMC delivered a strong third quarter highlighted by exceptional free cash flow generation. This financial strength allowed the company to significantly raise its full-year 2025 free cash flow guidance and announce a massive $X billion increase to its share repurchase authorization. While inbound orders were solid they didnt quite keep pace with the prior year but the companys confidence is underscored by its newly initiated robust financial guidance for Subsea in 2026. For the Bulls: The story is all about cash"
X Link 2025-10-23T11:27Z 5051 followers, XXX engagements
"$RCI earnings: Rogers raises its free cash flow outlook showing strong operational control even as the messy MLSE consolidation weighs on quarterly profits. The quarters results were a mixed bag heavily influenced by the new consolidation of Maple Leaf Sports & Entertainment (MLSE). Bulls will point to the significant raise in full-year free cash flow guidance driven by lower capital spending and strong operational discipline. Record-low wireless churn and expanding margins in both core telecom segments prove management is executing well. Bears will highlight the drop in consolidated adjusted"
X Link 2025-10-23T11:42Z 5053 followers, XXX 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 $XXXX billion a massive"
X Link 2025-10-23T21:30Z 5040 followers, XXX engagements
"$LEG earnings: Execution Amidst Softness: L&P Slashes Debt and Reaffirms Guidance Midpoint Leggett & Platt reported a mixed but solid third quarter. While persistent demand weakness continues to pressure volumes the company is executing well on its strategic priorities. The successful sale of the Aerospace business allowed for a significant debt reduction strengthening the balance sheet considerably. Restructuring benefits are materializing helping to support margins. Managements decision to narrow the guidance range while reaffirming the midpoint signals confidence in their ability to"
X Link 2025-10-27T22:12Z 5050 followers, XXX engagements
"$XYL earnings: Strong Execution Drives Margin Beat and Substantial Guidance Raise Xylem delivered an impressive third quarter beating its guidance on all key metrics. The results showcase excellent operational execution with record profitability driven by the companys simplification initiatives. This performance gives management the confidence to significantly raise its full-year guidance for both margin and EPS. The bull case is compelling. The magnitude of the beat and raise particularly the XXX bps year-over-year expansion in adjusted EBITDA margin to a record XXXX% demonstrates that the"
X Link 2025-10-28T11:24Z 5049 followers, XXX engagements
"$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
"$MMYT earnings: Mixed Quarter: Strong Operations Undermined by Financing Costs MakeMyTrip reported a mixed Q2. Operationally the business showed strong recovery in leisure travel with Hotels & Packages and Bus Ticketing segments delivering excellent growth. However the bottom line was hit by significant new financing costs related to convertible notes issued in June turning an IFRS profit last year into a loss this quarter. While the core business is performing well in key areas the persistent weakness in domestic air and a potential miss on full-year growth targets are notable concerns. For"
X Link 2025-10-28T11:53Z 5048 followers, XXX engagements
"$SFD earnings: Smithfield Foods: Record Quarter Masks Underlying Segment Pressure Smithfield reported a record third quarter and raised its full-year outlook driven by an exceptional performance in its volatile Hog Production segment. However this strength masked significant year-over-year profit declines in the core Packaged Meats and Fresh Pork segments signaling that raw material inflation and cautious consumer spending are taking a toll. For the Bulls: The headline numbers are strong. The company delivered record Q3 operating profit grew sales by over XX% and raised its full-year adjusted"
X Link 2025-10-28T12:34Z 5052 followers, XXX engagements
"$FOR earnings: Forestar (FOR): Strong Pricing Drives Revenue Beat but Profitability and Volume Remain Key Concerns Forestar reported mixed results for its fourth quarter and full fiscal year 2025. The company significantly beat its revenue guidance for the year driven by much higher-than-expected average sales prices per lot. However this was accompanied by a miss on lot delivery guidance and a notable decline in full-year profitability. The outlook for fiscal 2026 suggests stabilization with revenue guided in line with 2025s strong result and a slight recovery in lot volumes. The balance"
X Link 2025-10-28T13:10Z 5053 followers, XXX engagements
"$CLVT earnings: Execution Progress Continues but Segment Weakness and Margin Pressure Emerge Clarivates Q3 results show continued progress on its strategic plan highlighted by accelerating organic ACV growth a leading indicator of future revenue. The company is successfully shifting to a more predictable recurring revenue model and is using its strong cash flow to buy back shares and pay down debt. However this progress is tempered by new challenges including a notable contraction in profit margins and organic revenue declines in two of its three business segments. While revenue guidance was"
X Link 2025-10-29T10:21Z 5050 followers, XXX engagements
"$LFUS earnings: Littelfuse (LFUS) Q3 FY25: Electronics Strength Masks Margin Pressure Elsewhere A mixed quarter. Littelfuse beat top and bottom-line guidance driven by a significant acceleration in the Electronics segment. However this strength was offset by a sharp reversal in margins within the Transportation and Industrial segments which were standout performers last quarter. The announcement of the Basler Electric acquisition is a strategic positive but core business margin pressure and slowing growth in key segments are now notable concerns. For the Bulls: Revenue of $625M and adjusted"
X Link 2025-10-29T12:30Z 5053 followers, XXX engagements
"$GIL earnings: Gildan (GIL): Strong Margins and Activewear Offset by Underwear Weakness and Lowered Cash Flow Guidance Gildan reported a solid quarter beating expectations on profitability and raising its full-year adjusted operating margin guidance. The core Activewear segment continues to show strength driven by market share gains and new products. However the picture is clouded by persistent deep weakness in the Hosiery & Underwear segment which failed to show the guided improvement and a significant cut to the full-year free cash flow forecast. Bulls will highlight: Record Q3 Adjusted EPS"
X Link 2025-10-29T13:12Z 5052 followers, XXX engagements
"$WEX earnings: Solid Quarter with Corporate Payments Inflection Point Materializing WEX delivered a strong quarter beating the high end of its guidance for both revenue and EPS. The company also raised its full-year outlook. The key positive was the successful turnaround in the Corporate Payments segment which returned to growth as management had projected. This confirms the H2 2025 inflection story is playing out. For bulls the beat-and-raise quarter the execution in Corporate Payments and the continued deleveraging are clear positives. The bull case is strengthening as management delivers"
X Link 2025-10-29T21:57Z 5052 followers, XXX engagements
"$UFPI earnings: Q3 Results: End-Market Weakness Persists Overshadowing Internal Progress UFP Industries reported another challenging quarter with results showing persistent demand weakness and margin pressure across all segments. While the company continues to execute on its cost-saving initiatives and strategic growth in areas like Deckorators the difficult macroeconomic backdrop is the dominant story. The bear case of a cyclical downturn is playing out with few signs of a near-term recovery. Bulls can point to a strong balance sheet and continued capital return but the core business trends"
X Link 2025-10-29T21:58Z 5052 followers, XXX engagements
"$PPC earnings: Pilgrims Pride: Strategic Progress Muted by Margin Pressure Pilgrims Pride delivered a mixed Q3 with strong top-line growth and impressive performance in its value-added segments overshadowed by a year-over-year decline in profitability and margins. The bull case is centered on the successful execution of the companys long-term strategy to shift towards branded higher-margin products evidenced by a stellar XX% sales growth in U.S. Prepared Foods. However the bear case focuses on the immediate results where margins compressed and key profit metrics fell attributed to volatility"
X Link 2025-10-29T22:02Z 5053 followers, XXX engagements
"$HLN earnings: Haleon: Solid Q3 Keeps Guidance on Track But North America Remains a Drag A solid Q3 performance driven by continued strength outside the US and standout results in Oral Health has allowed Haleon to reiterate its full-year guidance. However the North American business remains the key concern posting anemic growth with negative volumes indicating that the retailer inventory and consumer pressures highlighted last quarter are far from over. Bull Case: Organic growth of +3.4% was well-balanced between price (+1.8%) and volume/mix (+1.6%) a welcome return to volume growth after a"
X Link 2025-10-30T08:50Z 5053 followers, XXX engagements
"$HWM earnings: Howmet Aerospace Q3 2025: Growth Accelerates Guidance Raised Again This was another exceptional quarter for Howmet. The company significantly accelerated revenue growth expanded margins and generated very strong free cash flow. Management raised the full-year outlook across the board for the second consecutive quarter and provided an encouraging initial revenue forecast for 2026. The bull case is compelling. Broad-based demand in aerospace and industrial markets is driving double-digit growth and margins are expanding despite investments in new capacity. The company is"
X Link 2025-10-30T11:45Z 5041 followers, XXX engagements
"$BLDR earnings: Builders FirstSource: Strong Execution and Raised Guidance in a Weak Market The company delivered solid Q3 results beating its own profitability guidance despite a challenging housing market. This strong execution particularly on cost control allowed them to raise their full-year Adjusted EBITDA forecast. This reinforces the bull case that the business is more resilient than in past downturns. However bears will point to significant organic sales declines shrinking margins and elevated leverage that has kept share buybacks on hold. For now the bull case appears more compelling"
X Link 2025-10-30T12:20Z 5053 followers, XXX engagements
"$WCC earnings: Strong Sales Acceleration Overshadowed by Cash Flow Concerns Wesco reported a fantastic quarter on the top line with sales growth accelerating well beyond expectations driven by continued AI-data center strength and a welcome return to growth in the utility segment. This momentum led to a raise in the full-year outlook for sales and EPS. However this impressive growth did not translate into cash. A significant negative free cash flow figure and a substantial cut to the full-year cash flow forecast will likely be the main focus for investors. The bull case is that demand is"
X Link 2025-10-30T12:26Z 5053 followers, XXX engagements
"$ALGM earnings: Allegro (ALGM) Q2 FY26 Results: Recovery Accelerates Margin Expansion Impresses The cyclical recovery thesis is playing out faster and more profitably than anticipated. Allegro delivered a strong beat on all key metrics for Q2 and provided robust guidance for Q3. The most impressive element is the rapid gross margin expansion which reached nearly XX% in Q2 and is guided to exceed that level in Q3 achieving a milestone that seemed merely plausible for the full year just a few months ago. Bull Case: The recovery is confirmed and accelerating with XX% YoY growth guided for next"
X Link 2025-10-30T12:54Z 5051 followers, XXX engagements
"$KBR Q3 FY25: Profitability and Bookings Impress Despite Revenue Headwinds KBR delivered a resilient quarter showcasing strong bottom-line execution and robust demand even as top-line growth stalled. The bull case is supported by double-digit Adjusted EBITDA growth significant margin expansion and a very strong 1.4x book-to-bill ratio. However the bear case is fueled by a second consecutive cut to the full-year revenue forecast driven by persistent government contract delays now worsened by a potential shutdown. Overall the bull case is more compelling; management is successfully navigating"
X Link 2025-10-30T12:55Z 5052 followers, XXX engagements
"$TEX earnings: Transformative Merger and Aerials Exit Redefine the Companys Future Terex has announced a landmark strategic shift by merging with REV Group and planning to exit its cyclical Aerials business. This move fundamentally reshapes the company focusing it on more resilient less cyclical end markets. While this news overshadows the quarterly results the company delivered a solid quarter impressively maintaining its full-year EPS guidance despite a significant increase in tariff-related headwinds. For the Bulls: The strategic pivot is a clear long-term positive creating a more stable"
X Link 2025-10-30T13:38Z 5053 followers, XXX engagements
"$GEL earnings: Inflection Point Reached But Near-Term Guidance Trimmed. The third quarter was pivotal for Genesis. The company successfully brought its major offshore growth projects online driving strong results in that segment and finally reaching the long-awaited free cash flow inflection point. This is the most important long-term development. However this was partially offset by notable weakness in the Marine segment and another small reduction in full-year guidance. For Bulls: The investment thesis is playing out. The massive multi-year offshore projects are online and ramping as"
X Link 2025-10-30T14:44Z 5052 followers, XXX engagements
"$ARW earnings: Arrow Electronics (ARW) Q3 2025 Results: Recovery Confirmed but New Concerns Emerge Around ECS and Leadership Summary Recovery story intact but complicated by an unexpected ECS charge and CEO departure. Arrow delivered a solid quarter beating its EPS guidance and confirming that the cyclical recovery in the components market is underway. However the bull case is now tempered by two significant new developments: a surprise charge in the high-growth Enterprise Computing Solutions (ECS) segment that hit its profitability and the abrupt unexplained departure of CEO Sean Kerins."
X Link 2025-10-30T20:53Z 5053 followers, XXX engagements
"$BFAM earnings: Strong Beat and Raise Driven by Stellar Back-Up Care Performance Bright Horizons delivered a strong third quarter significantly beating prior guidance on both revenue and earnings. The story of the quarter is the remarkable acceleration in the high-margin Back-Up Care segment which is driving overall profitability and led to another increase in the full-year outlook. While the core Full-Service segment continues its steady but slow recovery the outperformance in Back-Up care provides a powerful growth engine. The bull case is compelling as margin expansion is clearly"
X Link 2025-10-30T20:57Z 5053 followers, XXX engagements
"$MTZ earnings: Broad Growth Continues but Pipeline Margin Pressure is a Key Concern This was a strong quarter on the top line with MasTec beating its Q3 guidance for revenue EBITDA and EPS. Growth was impressive and broad-based across all segments. The outlook for a major 2026 growth cycle especially in the high-margin Pipeline segment was significantly reinforced by a massive XXX% YoY increase in its backlog. However the bull case is tempered by significant near-term execution challenges. Margin compression in the Pipeline segment was severe and the company continues to burn cash to fund"
X Link 2025-10-30T21:16Z 5052 followers, XXX engagements
"$ATR earnings: Pharma Strength Masks Broader Slowdown and Guides to a Weaker Q4 Aptar delivered a mixed quarter. The results were headlined by a solid beat on adjusted EPS driven by outstanding performance in the Pharma segment particularly Injectables. However this strength conceals underlying weakness across the rest of the business. Both the Beauty and Closures segments saw core sales stagnate or decline and experienced significant margin pressure. The outlook for Q4 points to a sharp deceleration. The bull case rests entirely on the Pharma segments momentum and the EPS beat. Bears will"
X Link 2025-10-30T21:18Z 5041 followers, XXX engagements
"$AJG earnings: Gallagher Reports Solid Quarter Overshadowed by AssuredPartners Integration Noise Arthur J. Gallagher (AJG) delivered a solid third quarter highlighted by strong top-line growth driven by the landmark acquisition of AssuredPartners (AP) which closed in August. However the initial financial contribution from AP came in significantly below recent estimates raising questions about the near-term integration. The underlying core business remains healthy with steady performance in Risk Management though Brokerage organic growth showed some deceleration. For the Bulls: The"
X Link 2025-10-30T21:29Z 5048 followers, 1090 engagements
"$TVTX earnings: FILSPARI Growth Accelerates FSGS Catalyst Significantly De-risked This was an outstanding quarter for Travere. The core growth driver FILSPARI saw a significant sequential acceleration in revenue demonstrating strong commercial execution. The surprise cancellation of the FDA Advisory Committee meeting for the FSGS indication is a major positive substantially de-risking the path to a potential blockbuster label expansion. While the legacy THIOLA franchise remains a headwind its impact is being more than offset. The achievement of profitability this quarter further strengthens a"
X Link 2025-10-30T21:48Z 5052 followers, XXX engagements
"$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
"$TILE earnings: Interface (TILE): Strong Execution Continues Guidance Raised Interface delivered another strong quarter beating its guidance on revenue gross margin and SG&A. The companys ability to expand margins through operational improvements is impressive and underpins the decision to raise the full-year gross margin outlook significantly. Bull Case: The One Interface strategy is proving effective now showing results in Europe (EAAA) which offset a slowdown in the Americas. Margin expansion remains robust driven by internal manufacturing efficiencies. The company continues to gain share"
X Link 2025-10-31T10:49Z 5050 followers, XXX engagements
"$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
"$POR earnings: Portland General Electric: Data Center Demand Powers Solid Quarter Execution is Key PGE delivered a strong third quarter beating last years results on the back of continued robust demand from data centers. The company also secured a key regulatory win for its Seaside battery project providing a clear path for cost recovery. While guidance was reaffirmed the focus remains squarely on execution across multiple large-scale resource procurements and ongoing cost management initiatives. The bull case driven by high-tech load growth and regulatory progress appears compelling though"
X Link 2025-10-31T12:08Z 5036 followers, XXX engagements
"$WMB Q3 2025 earnings: Strong Project Execution Drives Growth CapEx Rises on New LNG Investment. Williams delivered another very solid quarter beating expectations with strong double-digit growth in key financial metrics. The results were driven by the successful execution of their growth plan with several major projects coming online and contributing to earnings. The company reaffirmed its full-year EBITDA guidance which was already raised last quarter. However they also announced a significant $XXX million increase in growth capital spending for 2025. This is tied to a new strategic"
X Link 2025-11-03T21:36Z 5052 followers, XXX engagements
"$AESI Q3 2025 earnings: Tough Quarter Forces Dividend Cut but a Major Pivot to Power Emerges. Atlas reported a very challenging quarter missing its own volume forecast and posting a sharp decline in profitability. The company suspended its dividend to preserve cash for a significant and rapidly expanding opportunity in its power generation business. The near-term outlook for the core sand business remains weak. 🐂 Bulls will focus entirely on the massive expansion of the power business opportunity which has grown from XXX megawatts to a potential X gigawatts. The company is investing"
X Link 2025-11-03T21:47Z 5050 followers, XXX engagements
"$VTS Q3 2025 earnings: Guidance Raised on Strong Bakken Activity Despite Softer Quarter. Vitesse reported a solid quarter highlighted by a significant increase in its full-year production and capital guidance. While quarterly production saw a slight expected dip from a very strong Q2 the updated outlook signals strong activity and confidence for the remainder of the year. The company generated free cash flow and covered its dividend though debt ticked up slightly. A key positive was the successful and under-budget completion of their first operated wells from the Lucero acquisition which are"
X Link 2025-11-03T21:50Z 5052 followers, XXX engagements
"$FNV Q3 2025 earnings: Record Results Continue as Gold Prices Soar and Cobre Panama Delivers Franco-Nevada posted another record-breaking quarter capitalizing on sky-high gold prices and a significant one-time contribution from the Cobre Panama concentrate sale. The company delivered record revenue earnings and cash flow all while completely paying off its debt. This strong performance led management to narrow its full-year guidance to the high end and raise its outlook for precious metals signaling confidence in the portfolio's momentum. 🐂 : The results are exceptional across the board."
X Link 2025-11-03T23:30Z 5052 followers, XXX engagements
"$PFE Q3 2025 earnings: Policy risk resolved but COVID decline and M&A drama create a mixed picture. Pfizer delivered a complex quarter. They successfully navigated a major political overhang by striking a deal with the U.S. government which provides significant clarity for the business. Operationally the non-COVID drug portfolio is growing and cost-cutting is boosting profits leading to a raised earnings per share (EPS) forecast. However the expected sharp decline in COVID product sales is hitting the top line hard. Some key growth drugs are also showing weakness in the important U.S. market."
X Link 2025-11-04T12:07Z 5043 followers, 1330 engagements
"$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
"$SHLS Q3 2025 earnings: Strong Top-Line Beat and Backlog Growth Muted by Rising Costs. The company delivered a strong quarter on the top line beating its revenue guidance and posting record backlog. This shows that the underlying demand for its products is robust and its strategy to gain market share is working. However this growth came at a cost. Gross margins remain under pressure and operating expenses particularly legal fees increased significantly. While the full-year revenue forecast was raised the profit forecast was only tightened not meaningfully increased highlighting the ongoing"
X Link 2025-11-04T12:30Z 5047 followers, XXX engagements
"$ACLS Q3 2025 earnings: A solid beat overshadowed by the transformative merger with Veeco. Axcelis delivered results that were better than guided for the third quarter showing good operational control during a semiconductor industry downturn. The highlight of the quarter however was not the results themselves but the major announcement of a merger with Veeco Instruments. Management is framing this as a strategic move to create a stronger more diversified company focused on high-growth trends like AI and vehicle electrification. While the underlying business is stable driven by record"
X Link 2025-11-04T13:39Z 5050 followers, XXX engagements
"$ERO operational update: Xavantina initiative unlocks new high-margin gold sales stream from old stockpiles. Ero Copper announced a significant and unexpected win at its Xavantina gold mine. The company has begun selling high-grade gold concentrate that had been stockpiled on-site since 2012. This creates a new very high-margin revenue stream that starts immediately in Q4 2025 and is expected to last 12-18 months. This is a creative way to unlock "hidden" value from a previously non-earning asset. 🐂 Bulls will love this. Management found a way to turn old waste into a cash cow. The margins"
X Link 2025-11-04T21:07Z 5039 followers, XXX engagements
"$PRDO Q3 2025 earnings: A solid beat and raise driven by acquisition but organic growth shows mixed signals. Perdoceo delivered another quarter of strong headline results beating its own profit guidance and raising the full-year outlook. The main driver continues to be the successful integration of the University of St. Augustine (USAHS) which is masking some weakness in the core business. While the CTU segment remains healthy the AIUS segment saw an enrollment decline which is a concern. The company continues to return significant capital to shareholders. 🐂 : The company beat its Q3"
X Link 2025-11-04T21:11Z 5053 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 $XXXX. Gross margin expanded significantly. The Platform"
X Link 2025-11-04T22:58Z 5041 followers, XXX engagements
"$PTC Q4 2025 earnings: A strategic pivot to simplify the business overshadows a solid quarter and a cautious outlook. PTC ended its fiscal year with solid results meeting its key targets for growth and cash flow. The main news however is a major strategic move: the company is selling its Kepware and ThingWorx IoT businesses. This simplifies the company and sharpens its focus on the core design (CAD) and data management (PLM) software. While this is a positive long-term step the financial guidance for next year points to a slight growth slowdown which may concern investors. The company is"
X Link 2025-11-05T21:08Z 5047 followers, XXX engagements
"$RELY Q3 2025 earnings: Solid Beat and Raise Driven by New Products But Growth Deceleration Continues as Guided. Remitly delivered a strong third quarter beating its own guidance for both revenue and profitability. The company is making clear progress on its strategy to expand beyond simple remittances with promising early results from its new 'Remitly Business' and 'High Amount Senders' initiatives. As a result of this strong performance management raised its outlook for the full year. The main point of caution is the continued and expected slowdown in revenue growth due to more difficult"
X Link 2025-11-05T21:32Z 5052 followers, 1696 engagements
"$TPC Q3 2025 earnings: Record cash flow and backlog fuel a third consecutive guidance raise. The company continues to execute flawlessly on its turnaround. The core story of ramping up a massive backlog of higher-margin projects is translating into record cash generation and another significant increase in profit guidance. The balance sheet is now exceptionally strong with cash far exceeding debt. While a non-cash accounting charge on employee compensation is obscuring the official GAAP profit the underlying operational and financial health of the business has never been better. 🐂 : The"
X Link 2025-11-05T22:12Z 5052 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
"$CNMD Q3 2025 earnings: Orthopedics turnaround begins company pivots capital allocation to buybacks. CONMED delivered a solid quarter beating revenue guidance and showing clear signs that its supply chain fixes are working. The long-struggling Orthopedics business saw a significant growth rebound which was the most important development. The company is now confident enough to tighten its full-year guidance upwards. In a major strategic shift CONMED also suspended its dividend to fund a new $XXX million share repurchase program signaling a new approach to capital returns. 🐂 : The turnaround"
X Link 2025-11-05T23:46Z 5047 followers, XXX engagements
"$AMPL Q3 2025 earnings: Platform execution continues but guidance implies a slowdown. The company delivered a solid quarter beating its own revenue and profitability forecasts. The core strategy of selling a unified platform to large enterprises is clearly working as shown by strong growth in future revenue commitments (RPO). However the forecast for the next quarter suggests that the impressive growth rate seen in Q3 will slow down. 🐂 Bulls will focus on the strong execution. Revenue grew XX% year-over-year beating guidance. Annual Recurring Revenue (ARR) growth held steady at 16%. Most"
X Link 2025-11-05T23:46Z 5051 followers, XXX engagements
"$ONC Q3 2025 earnings: BRUKINSA drives strong growth and profitability guidance tightened. The company reported another excellent quarter showcasing continued strong momentum. Revenue growth was robust driven by the flagship drug BRUKINSA which is solidifying its market leadership globally. Impressively this growth is translating directly to the bottom line with significant improvements in operating income net income and free cash flow. The company is executing well on its pipeline and has raised the low end of its full-year revenue guidance. 🐂 Bulls will love the sustained high-growth"
X Link 2025-11-06T11:36Z 5051 followers, XXX engagements
"$VIR Q3 2025 earnings: Hepatitis Delta Program Accelerates Highlighting Strong Execution Vir delivered a strong quarter of clinical execution. The company completed enrollment for its lead Hepatitis Delta (HDV) trial ECLIPSE X about two months ahead of schedule. This is a significant positive as it provides more certainty on the timeline for their most important near-term asset. While the reported net loss increased due to a large milestone payment the underlying operational spending and cash runway guidance remained stable. 🐂 : Excellent clinical execution is derisking the timeline for the"
X Link 2025-11-06T11:52Z 5052 followers, XXX engagements
"$PRMB Q3 2025 earnings: A quarter of stabilization after Q2's major disruptions but recovery path leads to another guidance trim. The company showed clear signs of operational recovery this quarter after the severe integration-related problems in Q2. As promised service levels in the direct delivery business improved leading to a welcome sequential increase in sales. The growth drivers remain intact with premium brands and the Exchange/Refill businesses performing very well. However the damage from Q2 was apparently deeper than expected. Management was forced to reduce the full-year sales and"
X Link 2025-11-06T11:54Z 5052 followers, XXX engagements
"$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
"$SGA Q3 2025 earnings: One-Time Expense Masks Underlying Stability as Asset Sales Bolster Cash Saga's third-quarter results were heavily impacted by a large one-time music licensing fee that pushed the company to a net loss. Revenue saw a small decline an improvement from the prior quarter's rate of decrease. The underlying business appears more stable than the headline numbers suggest. A key positive development was the successful sale of tower assets which significantly increased the company's cash reserves. This provides substantial flexibility for future shareholder returns. 🐂 The"
X Link 2025-11-06T15:48Z 5043 followers, XXX engagements
"$STEP Q2 2026 earnings: Performance Fees Surge Driving a Strong Profit Beat but Core Earnings Margin Narrows. A mixed but overall positive quarter for StepStone. The firm capitalized on an improved market for deal exits leading to performance fees that were much stronger than in previous quarters. This drove a significant beat on adjusted net income. Fundraising and asset growth remained solid. However the core recurring fee-related earnings (FRE) were slightly weaker than last quarter and the profit margin on those fees tightened. 🐂 Bulls will focus on the massive jump in"
X Link 2025-11-06T21:30Z 5053 followers, XXX engagements
"$KRMN Q3 2025 earnings: Strong growth momentum continues with guidance raised and a positive initial 2026 outlook. The company delivered another quarter of record results beating its previous guidance. Revenue profit and backlog all grew significantly. This strong performance led management to raise its full-year 2025 forecast again. More importantly they provided a strong preliminary revenue growth forecast for 2026 signaling confidence in sustained demand. 🐂 : The company is executing exceptionally well. Revenue grew over XX% year-over-year and the funded backlog reached a new record of"
X Link 2025-11-06T21:40Z 5052 followers, XXX engagements
"$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
"$CIVI Q3 2025 earnings: Strong operational quarter overshadowed by major merger announcement. Civitas delivered results that beat expectations on production and costs while executing on its promised share buyback program. However the simultaneous announcement of a merger with SM Energy and the cancellation of guidance and the earnings call will be the market's primary focus. 🐂 Bulls will focus on the excellent standalone results this quarter. Production grew strongly while costs came down leading to a significant increase in free cash flow. Management also followed through decisively on its"
X Link 2025-11-06T22:21Z 5050 followers, XXX engagements
"$FLO Q3 2025 earnings: Acquisition Masks Core Weakness as Pricing Turns Negative Flowers Foods reported a challenging quarter where the benefit of the Simple Mills acquisition masked significant deterioration in the core business. While total sales grew this was entirely due to the acquisition; organic sales declined driven by an alarming shift to negative pricing and continued volume weakness. Profitability fell sharply due to these pressures. Guidance for the full year was narrowed with the earnings-per-share midpoint nudged slightly higher though this appears driven by non-operational"
X Link 2025-11-06T22:24Z 5053 followers, XXX engagements
"$MODG Q3 2025 earnings: Topgolf returns to growth prompting a full-year guidance raise. The company reported a strong third quarter beating its own revenue and EBITDA guidance. The most important development was the turnaround at Topgolf which achieved positive same-venue sales growth of 1%. This success combined with continued strength in the core Golf Equipment business allowed management to raise full-year guidance for both Topgolf and the consolidated company even while absorbing significant tariff costs. 🐂 : The Topgolf turnaround is happening faster than expected. The shift to positive"
X Link 2025-11-06T23:10Z 5050 followers, XXX engagements
"$PAR Q3 2025 earnings: Sequential ARR Growth Rebounds Reaffirming Mid-Teens Trajectory. PAR delivered a solid quarter of execution showing renewed momentum after last quarter's guidance reduction. The key positive was the significant acceleration in sequential ARR growth which helps validate management's strategy of focusing on larger deals. The company also reached a major milestone by generating positive operating cash flow. 🐂 likes the strong sequential ARR addition of $XXXX million a sharp rebound from last quarter. This suggests the growth slowdown may have bottomed out. Bulls will"
X Link 2025-11-06T23:11Z 5052 followers, 1071 engagements
"$ESNT Q3 2025 earnings: A solid core performance overshadowed by rising credit concerns. Essent reported a mixed quarter. While the underlying business drivers like high policy persistency and strong investment income remain robust earnings were hit by a significant increase in the provision for losses. The company continues to return capital aggressively to shareholders highlighted by a new $XXX million buyback authorization but the uptick in loan defaults raises a yellow flag about future credit performance. 🐂 Bulls will focus on the strong capital management and resilient core business"
X Link 2025-11-07T12:42Z 5053 followers, XXX engagements
"$TDS Q3 2025 earnings: Transformation in motion as fiber build accelerates and buybacks begin. This is the first look at the "new" TDS now a more focused fiber and tower company after selling its wireless business. The results show strong progress on its strategic goals. The fiber buildout which is the company's main growth engine accelerated significantly. The company also started returning cash to shareholders through buybacks and announced a large new program. However the financial statements are complex right now due to the massive changes making it a bit difficult to see the underlying"
X Link 2025-11-07T13:19Z 5053 followers, XXX engagements
"$SARO Q3 2025 earnings: Strong Growth and Raised Guidance Offset by Margin Pressure A very strong quarter for revenue growth leading management to raise full-year guidance for revenue profit and free cash flow. Demand is robust across all markets especially business aviation. However this impressive growth is pressuring profitability. Margins declined as the costs of ramping up new long-term engine programs like LEAP are currently outweighing efficiency gains elsewhere. 🐂 Bulls will focus on the powerful top-line momentum and raised outlook. Revenue grew over XX% beating expectations with"
X Link 2025-11-10T22:45Z 5053 followers, XXX engagements
"$ACCS Q3 2025 earnings: Operational Discipline Shines but Growth and Cash Flow Raise Questions ACCESS Newswire delivered a mixed third quarter. The company demonstrated impressive cost control significantly reducing its operating loss and boosting non-GAAP profitability metrics like Adjusted EBITDA. However top-line revenue growth was minimal and a large one-time tax payment pushed adjusted free cash flow into negative territory raising concerns about underlying cash generation. 🐂 sees a company successfully executing a turnaround on the cost side. Operating expenses were cut by 8%"
X Link 2025-11-11T14:02Z 5053 followers, XXX engagements
"$HUYA Q3 2025 earnings: Revenue growth returns driven by the successful pivot to new game services. The company's strategic shift away from relying solely on live streaming is showing clear positive results. Total revenue growth has re-accelerated and the core live streaming business has stabilized. However overall profitability has declined mostly due to lower interest income after a large dividend payment. 🐂 Bulls will celebrate the return to top-line growth. Total revenue grew by nearly XX% year-over-year beating the growth rate from the previous quarter. The newer "Game-related"
X Link 2025-11-12T11:54Z 5052 followers, XXX engagements
"$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 $XXXXX million net benefit from the Brazil tax credit which will significantly boost cash flow starting in 2026. They will also point to the continued strength of the digital business which now accounts for XX% of all"
X Link 2025-11-12T14:42Z 5039 followers, XXX engagements
"$FIHL Q3 2025 earnings: Strong underwriting profit and capital returns confirm a clean go-forward story. Fidelis delivered an excellent quarter demonstrating the underlying profitability of its portfolio now that major legacy issues are in the past. A very strong combined ratio and high return on equity were the highlights. The company continued to return capital to shareholders at an attractive price boosting book value. 🐂 Bulls will point to the outstanding XXXX% combined ratio and the XXXX% annualized operating return on equity. This is the "clean" quarter they have been waiting for"
X Link 2025-11-12T21:45Z 5052 followers, XXX engagements
"$SLND Q3 2025 earnings: Core Business Strength Obscured by Legacy Issues and a Large Tax Charge Southland's results show a continued difficult transition. While the company claims its new core business is performing well the headline numbers were very poor. A massive net loss was driven by ongoing losses from old projects and a significant non-cash tax charge which raises concerns about future profitability. 🐂 Bulls will focus on the CEO's commentary that the core business remains strong. The Civil segment which represents the company's future was profitable with a XXXX% gross margin. The"
X Link 2025-11-12T21:50Z 5052 followers, XXX engagements
"$ALMU Q1 2026 earnings: Capital raise secures future but rising costs create near-term pressure. Aeluma reported a solid quarter of revenue growth driven by its R&D contracts. The company successfully raised a significant amount of capital strengthening its balance sheet and providing a long runway for its growth plans. However investments in hiring and manufacturing led to a substantial increase in net losses a key point for investors to monitor. 🐂 : The company now has a fortress balance sheet with $XX million in cash and no debt removing any immediate financing concerns. Revenue continues"
X Link 2025-11-12T21:51Z 5053 followers, 1200 engagements
"$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 $XX million significantly strengthened its balance sheet providing a very long runway to execute its strategy. The company is well-positioned to benefit from new U.S. Department of Defense (DoD) cybersecurity mandates although absolute revenue remains low. 🐂 Bulls will focus on the impressive XX% quarter-over-quarter revenue growth showing clear business acceleration."
X Link 2025-11-13T12:34Z 5041 followers, XXX engagements
"$BTM Q3 2025 earnings: Strong Quarter Performance Over-Shadowed By Alarming Guidance Bitcoin Depot reported a very strong third quarter significantly beating its own guidance on both revenue and profitability. However this impressive performance was completely overshadowed by a surprisingly weak forecast for the fourth quarter signaling major challenges ahead from new regulations. 🐂Bull case: The company is performing exceptionally well right now. Q3 revenue grew XX% year-over-year and Adjusted EBITDA soared by 75%. They easily beat the guidance they set last quarter. The balance sheet is"
X Link 2025-11-13T13:30Z 5052 followers, XXX engagements
"$EC Q3 2025 earnings: . Ecopetrol reported a challenging quarter marked by a significant year-over-year decline in commodity prices. Revenue and net income fell sharply as a result. However the company demonstrated strong operational resilience. Production remained stable and the refining segment delivered a near-record throughput and substantially higher margins following the completion of major maintenance. A robust efficiency program continued to deliver significant cost savings helping to mitigate the tough macroeconomic environment. 🐂 Bulls will focus on the impressive operational"
X Link 2025-11-13T23:07Z 5043 followers, XXX engagements
"$SBC Q3 2025 earnings: Restructuring Hits Revenue But Profitability Soars as One-Off Costs Fade SBC Medical's third-quarter results show a tale of two stories. Revenue fell sharply due to planned business changes which may worry some investors. However profitability saw a massive improvement as large one-time expenses from last year's IPO did not recur. This suggests the underlying business is becoming healthier and more efficient. Key operational metrics like customer and location growth remain strong. 🐂 : The XX% revenue drop was intentional and is now in the past. The real story is the"
X Link 2025-11-14T12:10Z 5053 followers, XXX engagements
"$TWST Q4 2025 earnings: Solid Quarter with Cautious Guidance A strong end to the year with a revenue beat is overshadowed by forward guidance that suggests a significant slowdown in growth. Twist Bioscience reported better-than-expected results for its fourth quarter exceeding its own guidance for revenue and profitability. The company continues to make steady progress toward its goal of adjusted EBITDA breakeven. However the initial financial outlook for fiscal 2026 points to a material deceleration in top-line growth particularly in the key NGS segment which raises new concerns for the year"
X Link 2025-11-14T12:26Z 5048 followers, 1946 engagements
"$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
"$FUTU Q3 2025 earnings: Accelerating growth and expanding margins paint a powerful picture. Futu Holdings delivered a stellar quarter with accelerating client acquisition and record trading activity driving exceptional revenue and profit growth. The company is demonstrating significant operating leverage with margins expanding to new highs and is on track to comfortably beat its full-year client growth targets. 🐂 * 🟢 Client acquisition momentum has re-accelerated with 254000 new funded accounts added a XX% increase from the prior quarter. This eases a key concern from Q2. * 🟢 Explosive"
X Link 2025-11-18T11:20Z 5043 followers, XXX engagements
"$ACM Q4 2025 earnings: Capping a record year with a bold strategic pivot raising long-term targets for margin and growth. AECOM capped off a record fiscal 2025 by exceeding its already-raised guidance driven by stellar performance in its core Americas design business and achieving new highs for full-year margins. The company also announced significant strategic shifts initiating a review of its Construction Management business and setting aggressive new long-term targets. This signals a clear focus on higher-margin less cyclical services powered by investments in Advisory and proprietary AI"
X Link 2025-11-18T12:37Z 5053 followers, XXX engagements
"$NMM Q3 2025 earnings and call: Proactive De-Risking Creates Powerful Operating Leverage for 2026 Navios Maritime Partners delivered a strategically strong quarter prioritizing balance sheet fortification and long-term revenue visibility over short-term profit growth. The company successfully issued $XXX million in senior unsecured bonds a significant move that reduces interest rate risk and frees up $XXX billion in unencumbered vessel assets. While year-over-year profit metrics were down due to higher costs Navios grew its contracted revenue backlog to an impressive $XXX billion. This"
X Link 2025-11-18T14:26Z 5052 followers, XXX engagements
"$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 $XXX million"
X Link 2025-11-18T22:17Z 5041 followers, 1389 engagements
"$WSM Q3 2025 earnings: Williams-Sonoma Inc. continues to separate itself from the pack delivering its third consecutive quarter of positive comparable sales growth. While the broader home furnishings sector struggles with a frozen housing market WSM posted accelerating revenue growth and beat profit expectations. The company is effectively navigating a complex tariff landscapepulling inventory forward and managing costsallowing them to actually raise their full-year margin outlook. 🐂 - : Momentum is accelerating. Comps hit +4.0% (up from +3.7% in Q2 and +3.4% in Q1) with every single"
X Link 2025-11-19T14:33Z 5053 followers, XXX engagements
"$QFIN new info from the call: Asset Quality and Risk Metrics New Granular Risk Data: Management disclosed that the C-M2 ratio (delinquency after XX days of collection) deteriorated significantly to XXXX% in Q3 from XXXX% in Q2. The Day X delinquency rate rose to XXX% from 5.1%. Recovery Timeline Extended: While management previously expected a quicker turnaround they admitted the risk adjustment cycle is taking longer than expected. Leading risk indicators for new loans have not yet dropped to desired levels and it typically takes 2-3 quarters for strategy tightening to reflect in the overall"
X Link 2025-11-19T20:15Z 5041 followers, XXX engagements
"$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
"$VNET Q3 2025 earnings: Wholesale boom drives another beat and raise (VNET) delivered a robust third quarter characterized by explosive growth in its wholesale segment and improved profitability metrics. The company continues to capitalize on the AI-driven demand for high-performance computing in China leading management to raise full-year guidance for both revenue and Adjusted EBITDA. While the bottom line showed a net loss this was primarily due to non-cash fair value changes rather than operational weakness. 🐂 : Wholesale revenue soared XXXX% year-over-year proving the "Hyperscale"
X Link 2025-11-20T11:27Z 5041 followers, XXX engagements
"$DAO Q3 2025 earnings: Youdao the AI-focused education and marketing subsidiary of NetEase reported mixed third-quarter results. While total revenue returned to growth (+3.6% YoY) thanks to a surge in online advertising the company's profitability deteriorated significantly. Operating income plummeted nearly XX% year-over-year as the revenue mix shifted drastically toward lower-margin advertising services offsetting gains from their "AI-Native" initiatives. 🐂 : Online Marketing Services revenue surged .% driven by strong demand from NetEase games and overseas markets. : "Youdao"
X Link 2025-11-20T11:28Z 5053 followers, XXX engagements
"$STG Q3 2025 earnings: Profitability peaks but growth engine sputters Sunlands Technology Group delivered a quarter defined by a sharp contrast between current profits and future growth indicators. While the company achieved an impressive surge in Net Income and expanded margins by focusing on high-value courses for seniors the top-line story is rapidly deteriorating. New student enrollments and Gross Billingsthe best predictors of future revenueboth contracted year-over-year. Furthermore the companys "revenue store" (deferred revenue) is depleting leading management to guide for a return to"
X Link 2025-11-20T11:44Z 5040 followers, XXX engagements
"$GPS $GAP Q3 2025 earnings: Core strength offsets tariff drag and Athleta weakness Gap Inc. delivered a strong third quarter that reinforces the success of CEO Richard Dicksons "brand reinvigoration playbook" even as the company navigates significant external and internal headwinds. The narrative is one of divergence: the three legacy brands (Old Navy Gap Banana Republic) are performing exceptionally well posting the 7th consecutive quarter of positive comparable sales for the portfolio. However this strength is masking a deep retrenchment at Athleta and the tangible financial bite of trade"
X Link 2025-11-20T21:32Z 5047 followers, XXX engagements
"$MNSO Q3 2025 earnings: MINISO Group reported a record-breaking quarter surpassing RMB X billion in quarterly revenue for the first time and crossing the 8000 global store milestone. The narrative has shifted significantly from "relying on overseas growth to offset China weakness" to a broad-based recovery. Domestic operations in China accelerated sharply posting high-single-digit same-store sales growth (SSSG) a marked improvement from prior quarters. However profitability metrics faced headwinds due to the consolidation of losses from the recent Yonghui Superstores investment and a"
X Link 2025-11-21T07:25Z 5052 followers, XXX engagements
"$SMTC Q3 2026 earnings: Continued execution on turnaround strategy Semtech continued its recovery narrative in the third quarter delivering revenue and earnings above the midpoint of its own guidance. The story has successfully shifted from "financial survival" (a major theme in early FY25) to "profitable growth." The company is capitalizing on the demand for power-efficient chips in data centers and maintaining momentum in its LoRa (IoT) business. While revenue grew XX% year-over-year the most impressive metric was the expansion in profitability. Adjusted operating margins expanded"
X Link 2025-11-24T21:14Z 5052 followers, XXX engagements
"$AMTM Q4 2025 earnings: Deleveraging acceleration and booking surge clear the path for 2026. Amentum closed its first full fiscal year as a public company with a strong beat on bookings and a significant improvement in balance sheet health. The resolution of a major contract protest drove a massive backlog increase while strong cash flow pushed leverage down faster than expected. While headline guidance for FY2026 suggests a revenue decline this is due to divestitures and calendar effects; underlying growth remains positive. 🐂 : Book-to-bill hit . in Q4 (vs 1.2x full year) driven by the"
X Link 2025-11-25T09:47Z 5052 followers, XXX engagements
"$BZUN Q3 2025 earnings: - Baozun Inc. reported mixed third-quarter results. While the company made significant progress in its core operationsnarrowing operating losses and turning a profit in its e-commerce segmentthe final net loss number widened due to investment losses and costs related to selling off subsidiaries. Revenue growth continued but slowed compared to the previous quarter. 🐂 : The core e-commerce business (BEC) swung to an adjusted operating profit of RMB XXXX million a massive improvement from a RMB XXXX million loss a year ago. : The Brand Management unit (gap etc.)"
X Link 2025-11-25T11:25Z 5034 followers, XXX engagements
"$BURL Q3 2025 earnings: Margin Execution Saves the Quarter Amid Sales Slowdown Burlington Stores delivered a mixed quarter defined by significant sales deceleration driven by weather offset by impressive operational execution. While comparable sales slowed drastically from the previous quarter management successfully mitigated tariff costs and controlled expenses to deliver a double-digit earnings growth beat. The company raised its full-year profit outlook despite maintaining a conservative sales view for the holiday season. 🐂 : Despite a sharp sales slowdown Adjusted EBIT margin expanded"
X Link 2025-11-25T12:26Z 5052 followers, XXX engagements
"$SNT Q3 2025 earnings: : Senstar Technologies reported a mixed third quarter marking a sharp reversal from the double-digit growth seen in the first half of the year. Total revenue declined slightly year-over-year despite management's claims of double-digit growth in core verticals like Corrections and Energy. Profitability dampened as Operating Expenses surged due to "exceptional" consulting costs. While the company maintains a pristine balance sheet with zero debt the sudden deceleration in top-line growth raises questions about the consistency of their turnaround story. 🐂 : Margins"
X Link 2025-11-25T21:59Z 5052 followers, XXX engagements
"$SB Q3 2025 earnings: Sequential recovery signals market bottom is likely behind us Safe Bulkers delivered a message of resilience and recovery in Q3 2025. After a difficult Q2 where profits nearly evaporated due to a soft market the company rebounded significantly in Q3. While results still trail the stronger performance seen in 2024 the sequential improvement suggests the worst of the mid-year dip may be over. Management continues to execute its long-term playbook: selling older vessels to fund modern eco-efficient newbuilds while maintaining a fortress balance sheet to weather geopolitical"
X Link 2025-11-25T22:19Z 5047 followers, XXX engagements
"$SLP Q4 2025 earnings: : Simulations Plus met its revised (and lowered) full-year guidance but the fourth quarter revealed significant weakness. Total revenue declined X% year-over-year with both Software and Services segments shrinking. While the company highlights a resilient performance amidst macro headwinds the forward-looking guidance for FY2026 forecasts essentially zero growth (0% to 4%). Management is pivoting the narrative toward a new AI-driven product vision to be unveiled in January likely attempting to reinvigorate investor interest as the core business stalls. 🐂 Balance"
X Link 2025-12-01T21:35Z 5052 followers, XXX engagements
"$UNFI Q1 2026 earnings: Efficiency gains outweigh revenue dip in turnaround progress United Natural Foods delivered a strong profitability beat for the first quarter of fiscal 2026 validating management's "efficiency over growth" strategy. While top-line revenue dipped slightly due to planned facility exits the company significantly improved its margins and cash flow profile. The narrative has successfully shifted from a company chasing empty calories (revenue volume) to one focused on nutritional value (margins and cash). 🐂 : Adjusted EBITDA surged .% year-over-year to $XXX million and"
X Link 2025-12-02T12:19Z 5052 followers, XXX engagements
"$BWLP new info from the call: Financials and Guidance Q3 TCE Miss: Management attributed missing the $53000/day guidance (actual: $51300) to limited fixing activity despite high headline rates specifically quantifying a negative IFRS adjustment of approximately $X million. Product Services Valuation: The reported Net Asset Value (NAV) of $XX million for Product Services does not include an unrealized physical shipping position internally valued at $XX million. The average Value at Risk (VAR) for the quarter was $X million. Trade Finance Capacity: Utilization of trade finance facilities stood"
X Link 2025-12-02T20:07Z 5053 followers, XXX engagements
"$CXM Q3 2026 earnings: Beat and raise but forward indicators flash warnings Sprinklr delivers a strong beat on revenue and profits for Q3 but a shrinking order backlog and loss of large customers signal that the turnaround is still facing significant friction. Sprinklr is in the middle of a "transitional year" under CEO Rory Read. The goal is to fix operational issues and stop customers from leaving. The Q3 results are a mixed bag. On the surface the company executed well: they beat their own revenue and profit guidance significantly. Profit margins are expanding showing better financial"
X Link 2025-12-03T12:33Z 5053 followers, XXX engagements
"$HQY Q3 2026 earnings: Profits surge and margins expand but top-line growth slows. HealthEquity delivered a mixed but generally positive report for the third quarter of fiscal 2026. While revenue growth has decelerated into single digits (7%) the company has become a profitability machine. The operational efficiency story is playing out perfectly with margins hitting record highs as prior issues with fraud costs have been resolved. Management is actively using this cash flow to buy back stock and hedge against future interest rate drops. 🐂 🟢 : Adjusted EBITDA margins expanded significantly"
X Link 2025-12-03T21:13Z 5053 followers, XXX engagements
"$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
"$DSGX Q3 2026 earnings: Record revenues and margins amid trade complexity Descartes Systems Group delivered a strong beat in its third quarter driven by the increasing complexity of global trade. The company reported record revenues and adjusted EBITDA with significant margin expansion. Management announced a CFO transition plan and filed for a share buyback program (NCIB) signalling confidence in cash flow generation. The company is capitalizing on tariff volatility and sanction regime changes which drive customers to its Global Logistics Network. 🐂 : Adjusted EBITDA margin expanded"
X Link 2025-12-03T22:23Z 5041 followers, XXX engagements
"$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
"$TIGR Q3 2025 earnings: - : UP Fintech (Tiger Brokers) delivered a historic quarter shattering previous records for revenue net income and total client assets. The companys strategic pivotmoving away from chasing raw user numbers to acquiring high-net-worth clientsis paying off significantly. While new user growth volume slowed slightly compared to Q2 the quality of these users exploded driving massive asset inflows. With the full-year user target already met TIGR is currently firing on all cylinders. 🐂 🟢 : Non-GAAP net income nearly tripled YoY to $XXXX million demonstrating massive"
X Link 2025-12-04T10:27Z 5052 followers, 1218 engagements
"$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
"$TD Q1 2025 earnings: : . & TD Bank kicked off its transition year with a complex quarter. While the core Canadian and Wholesale businesses delivered record revenues the bottom line was pressured by the massive costs of cleaning up its U.S. operations. The headline story is the strategic pivot: selling its stake in Charles Schwab to build a fortress balance sheet (14.2% pro forma CET1) and fund a massive $X billion buyback. However management sounded the alarm on trade tariffs taking early credit precautions that could weigh on future results. 🐂 : Following the sale of its Schwab stake"
X Link 2025-12-04T13:31Z 5053 followers, XXX engagements
"$REX Q3 2025 earnings: Consistent profits amid permit delays REX American Resources delivered a solid operational beat in the third quarter marking its 21st consecutive quarter of profitability. Financial results improved significantly on a sequential basis compared to Q2 driven by higher volumes though year-over-year gross profit faced pressure from weaker commodity pricing. The company continues to boast a "fortress balance sheet" with zero debt and a growing cash pile. However the narrative is slightly dampened by another delay in the regulatory timeline for its Carbon Capture and"
X Link 2025-12-04T14:44Z 5052 followers, XXX engagements
"$TD new info from the call: Strategic Capital Allocation & Buybacks New Buyback Program: Management plans to initiate a new share repurchase program of $6$7 billion after the current $X billion program concludes (expected by the end of Q1 2026). This is intended to effectively return all capital generated from the Charles Schwab stake sale to shareholders. Dividend Policy Change: The bank is moving from an annual dividend review cycle to a semi-annual cycle to better align shareholder returns with earnings growth. Capital Ratio Trajectory: The bank aims to gradually reduce its CET1 ratio"
X Link 2025-12-04T18:10Z 5053 followers, XXX engagements
"$TIGR new info from the call: Financial Nuances & KPI Drivers Take Rate Spike: The cash equity take rate rose to XXX bps (vs. XXX bps in Q2) primarily due to active trading of low-priced U.S. meme stocks (charged per share resulting in higher effective rates). A decrease in lower-fee futures volume (from X% to X% of total mix) also boosted the blended rate. Interest Income Divergence: While margin balances were flat interest income surged because client idle cash increased by $X billion QoQ. Additionally the mix shifted toward high-spread businesses (margin financing/securities lending) and"
X Link 2025-12-04T20:23Z 5052 followers, 1495 engagements
"$SWBI Q2 2026 earnings: Turnaround visible as inventory clears Smith & Wesson reports a transitional quarter with slight revenue declines but strong cash flow generation signaling a pivot toward growth in the coming quarter. While the top-line numbers show a slight contraction compared to last year the internal improvements are significant. The company has successfully chewed through excess inventory generating substantial cash. Management signaled a hard pivot for the next quarter guiding for meaningful revenue growth as the "destocking" headwind fades. 🐂 🟢 : Management projects Q3 sales"
X Link 2025-12-04T21:25Z 5052 followers, XXX engagements
"$AGX Q3 2026 earnings: Backlog explodes to $XXX billion signaling massive future pipeline Argan Inc. delivered a transformative quarter not because of the headline revenue numberwhich actually dipped slightlybut because of a massive structural shift in its future workload. The company increased its project backlog by XX% sequentially to a record $XXX billion confirming the thesis that the natural gas power generation cycle is accelerating. While top-line revenue faced a difficult year-over-year comparison due to project timing profitability improved significantly with gross margins expanding"
X Link 2025-12-04T21:37Z 5052 followers, 1257 engagements
"$DOMO Q3 2026 earnings: Domo Inc. reported third-quarter results that highlight a clear divergence between operational efficiency and top-line growth. While the company achieved positive non-GAAP net income and significant improvements in free cash flow and operating margins revenue and billings slightly contracted year-over-year. Management remains optimistic citing an effective ecosystem strategy and forecasting a sharp acceleration in billings growth for Q4. 🐂 Profitability Turnaround: Domo achieved non-GAAP net income of $XXX million (EPS $0.01) a swing from a loss in the prior year"
X Link 2025-12-04T21:44Z 5052 followers, XXX engagements
"$CHPT Q3 2026 earnings: Return to growth and balance sheet repair () delivered a "beat and raise" quarter that marks a potential turning point for the company. After struggling with declining revenues in previous periods ChargePoint returned to year-over-year growth exceeding the top end of its own guidance. The company also executed a massive debt reduction strategy immediately after the quarter closed significantly de-risking the financial narrative. While profitability remains an ongoing target record margins and a repaired balance sheet offer a stronger foundation than investors have"
X Link 2025-12-04T21:54Z 5053 followers, XXX engagements
"$ZUMZ Q3 2025 earnings: : Zumiez delivered a robust quarter that significantly outperformed expectations driven by a sharp acceleration in North American sales and effective margin management. The company has successfully pivoted from stabilization to growth with double-digit comparable sales in its core market and a strong start to the critical holiday season. 🐂 : North American comparable sales jumped .% a significant acceleration from previous quarters. : Gross margins expanded to .% due to strong full-price selling. : Inventory dropped .% YoY despite a .% sales increase signaling"
X Link 2025-12-04T21:55Z 5034 followers, XXX engagements
"$VSCO Q3 2025 earnings: Turnaround accelerates with strong beat and raise Victorias Secret & Co. delivered a decisive quarter significantly outperforming its own guidance on both the top and bottom lines. The Path to Potential strategy is yielding faster-than-anticipated results evidenced by a sharp acceleration in sales growth and improved margins. 🐂 Momentum Acceleration: Revenue growth jumped to .% this quarter a massive improvement from the % growth seen in Q2. Comparable sales rose %. International Explosion: The International segment is a powerhouse growing nearly % YoY. Margin"
X Link 2025-12-05T12:11Z 5052 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 ($1M+) introduces higher quarter-to-quarter variability in ARR results due to unpredictable timing even if long-term"
X Link 2025-12-06T16:24Z 5040 followers, XXX engagements
"$CHPT new info from the call: Source of Q3 Revenue Beat: The revenue outperformance was primarily driven by a surge in residential billings attributed to customers accelerating purchases ahead of the expiration of federal EV tax credits. This suggests a pull-forward of demand rather than purely organic growth. Margin Expansion Timeline: Management clarified that hardware gross margins will likely remain flat in the near term. The benefits from lower-cost Asian manufacturing and new product architectures will not materially impact margins until the second half of the next fiscal year as the"
X Link 2025-12-07T09:27Z 5052 followers, XXX engagements
"$DOMO new info from the call: Strategic & Product Developments OEM & Investment Discussions: Partners have approached the company regarding potential OEM agreements to bundle analytics for all their customers and some are considering strategic investments to ensure data remains within their specific cloud environments. Cloud Amplifier Adoption: There are now over XXX accounts active on Cloud Amplifier (more than double year-over-year) with unique users on the product soaring XXX% year-over-year. AI Adoption Metrics: Unique accounts using AI features increased over XX% year-over-year and"
X Link 2025-12-08T10:15Z 5053 followers, XXX engagements
"$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
"$THCH Q3 2025 earnings: Turnaround in sales growth shadowed by margin collapse Tims China delivered a mixed quarter characterized by a significant top-line milestone overshadowed by deteriorating profitability metrics. For the first time in recent history the company achieved positive Same-Store Sales Growth (SSSG) for company-owned stores validating its pivot to a Coffee + Food strategy. However this growth came at a steep price: store-level margins nearly halved due to rising delivery and food costs and the company swung back to an Adjusted Corporate EBITDA loss after reaching profitability"
X Link 2025-12-09T12:21Z 5050 followers, XXX engagements
"$OLLI Q3 2025 earnings: Ollies Bargain Outlet continues to demonstrate the strength of its off-price model capitalizing on retail market disruption to fuel aggressive expansion. The company delivered a beat and raise quarter characterized by double-digit revenue growth and a record number of new store openings. While supply chain costs have slightly pressured gross margins compared to earlier in the year the bottom-line growth remains robust. 🐂 🟢 : Net sales surged XXXX% and Adjusted EPS jumped XXXX% signaling strong demand. 🟢 : Opened XX new stores in Q3 (86 YTD) successfully"
X Link 2025-12-09T12:23Z 5053 followers, XXX engagements
"$FERG earnings Quarter Ended Oct XX 2025: - Ferguson delivered a solid quarter characterized by a sharp divergence between its two main end markets. While residential markets struggled with muted demand the company leveraged its scale in non-residential sectorsparticularly large capital projectsto drive XXX% revenue growth. Profitability improved significantly due to disciplined cost management and margin expansion leading management to narrow their full-year margin guidance upward. 🐂 🟢 - : Non-residential revenue (approx. XX% of US sales) surged XX% driven by data centers waterworks"
X Link 2025-12-09T12:29Z 5043 followers, XXX engagements
"$SAIL Q3 2026 earnings: Scaling the Identity Fabric Reaching the $X Billion ARR Milestone with Durable Growth SailPoint delivered a robust quarter officially crossing the $X billion Annual Recurring Revenue (ARR) threshold. While headline revenue growth decelerated sequentially (largely due to expected timing variances from Q2) the underlying engineSaaS ARRcontinues to fire on all cylinders growing XX% year-over-year. Management sees the rise of AI agents not just as a buzzword but as a tangible expansion of the identity definition requiring the same governance as human employees. With"
X Link 2025-12-09T13:00Z 5052 followers, XXX engagements
"$DBI Q3 2025 earnings: Profitability surges despite sales dip; guidance reinstated Designer Brands Inc. (DSW) reported a quarter defined by strict operational discipline. While top-line sales and comparable store traffic remain negative the rate of decline has slowed significantly compared to the first half of the year. Most importantly the company delivered substantial profit growth driven by a sharp expansion in gross margins and expense control. Management signaled that positive sales momentum has continued into the start of Q4 and reinstated full-year guidance which had been withdrawn in"
X Link 2025-12-09T13:19Z 5051 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 $XX million lower sequentially in the fourth quarter due to seasonality and the realization of cost actions. Inflation Rate: Operational cost inflation is currently running in the mid-single digits annually higher than the industrys typical low-single-digit range. Primary drivers include facility lease renewals at higher fair market values fleet costs and elevated medical claims. FY 2026 Pricing: Early indications for fiscal 2026 suggest pricing will be at"
X Link 2025-12-09T15:35Z 5041 followers, XXX engagements
"$THCH new info from the call: Operational Metrics & Consumer Behavior Food Sales Surge: Food revenues increased XXXX% year-over-year. Food revenue contribution reached a historical high of XXXX% (up 500bps year-over-year). Attach Rate: More than half of all orders now include food. Customer Traffic: Monthly average transacting customers reached XXXX million a XXXX% increase year-over-year. Digital Penetration: Digital orders hit an all-time high of XXXX% of total orders. Monthly Performance: July was the highest sales month of the year while the Bagel Festival in September drove double-digit"
X Link 2025-12-09T16:29Z 5050 followers, XXX engagements
"$GNSS Q4 2025 earnings: A Pivotal Inflection: Profitability Returns as Revenue Soars Genasys delivered the 'inflection point' promised by management posting its first positive Operating Income and Adjusted EBITDA in seven quarters. Revenue surged XXX% YoY to $17.0M driven by the massive Puerto Rico Early Warning System (EWS) project and a rebound in hardware. Crucially Gross Margins snapped back to XXXX% (vs. XXXX% in Q3) proving the low-margin implementation phase of Puerto Rico was temporary. While the P&L recovery is impressive the balance sheet remains tight with $18M in current debt"
X Link 2025-12-09T21:50Z 5050 followers, XXX engagements
"$AOUT Q2 2026 earnings: Innovation Rescues Top Line But Margins and Cash Take a Hit AOUT delivered a 'better-than-feared' Q2 with revenue declining XXX% to $57.2Msurpassing internal expectations thanks to late-quarter ordering and strong innovation adoption. However the victory lap is dampened by deteriorating profitability metrics. Gross margins compressed 240bps YoY and the company burned significant cash ending with just $3.1M on the balance sheet (down from $23.4M six months ago). While Point-of-Sale (POS) data (+4%) suggests healthy end-consumer demand tariff headwinds and retailer"
X Link 2025-12-09T21:51Z 5054 followers, XXX engagements
"$CBRL Q1 2026 earnings: Transformation hits a Wall: Guidance Slashed as Profits Evaporate Cracker Barrel's fiscal 2026 began with a shock. After finishing FY25 with positive momentum Q1 results reversed sharply: Revenue fell XXX% and Adjusted EBITDA collapsed XX% to just $XXX million (0.9% margin). Management blamed 'unique and ongoing headwinds' but the impact was severe enough to force a massive cut to full-year guidance after just one quarter. The company is now pivoting to aggressive cost-cutting targeting $20-25M in savings but the sudden evaporation of profitability raises serious"
X Link 2025-12-09T21:58Z 5052 followers, XXX engagements
"$MOMO Q3 2025 earnings: A Tale of Two Companies: Overseas Booms Domestic Bleeds Hello Group's Q3 results highlight a stark bifurcation. Total revenue stabilized (-0.9% YoY) as explosive Overseas growth (+69%) nearly offset the continued double-digit decline in the domestic China business. However this mix shift is toxic to profitability: Net Income fell XX% and Operating Margins compressed as the lower-margin overseas business takes share. While the core Momo app showed a rare sequential uptick in paying users the company stopped reporting Tantan MAUsa transparency red flag suggesting the"
X Link 2025-12-10T10:16Z 5053 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 $XXX million contribution from Braze AI Decisioning Studio) marking the second consecutive quarter of organic acceleration. In-Quarter Retention Trends: In-quarter organic Dollar-Based Net Retention (DBNR) increased sequentially to over XXX% continuing a trend of stabilization and slight improvement relative to Q1 and Q2. FY2027 Margin Target: Management explicitly committed to returning to their Investor Day profitability framework in"
X Link 2025-12-10T11:27Z 5041 followers, XXX engagements
"$SNPS new info from the call: China Performance and Outlook Divergent Performance: While total China revenue declined XX% in FY25 the legacy Synopsys business excluding Ansys was down 22%. Conversely the Ansys portfolio performed fairly well in the region as it sells to a broader non-restricted market. Share Dynamics: Management confirmed market share erosion in China is occurring specifically among customers on the Entity List or subject to technology restrictions; these customers are shifting to local Chinese organic alternatives rather than Western competitors. Guidance Assumption: The"
X Link 2025-12-10T23:47Z 5053 followers, XXX engagements
"$MTN new info from the call: Pass Sales Velocity: Pass sales dollars accelerated significantly in the late selling period shifting from up X% year-over-year through Labor Day to up X% in the post-Labor Day period. Ticket-to-Pass Conversion Incentive: A new specific incentive allows purchasers of advanced and window lift tickets to apply up to $XXX of the ticket cost toward the purchase of a pass for the following season. Strategic Admission on Lift Tickets: The CEO admitted that Vails lift ticket visitation declined over the last two years while the broader ski industry saw flat or increasing"
X Link 2025-12-11T10:23Z 5053 followers, XXX engagements
"$COLM earnings: Columbia Sportswear: International Strength Cant Offset U.S. Weakness and Impairment Charges The quarter highlights a stark contrast between a thriving international business and a struggling U.S. market. While the company delivered on its Q3 sales and adjusted EPS guidance a significant impairment charge on smaller brands and a weak Q4 outlook confirm that the path forward remains challenging. The bear case centered on domestic weakness and margin pressure from tariffs and investments appears more compelling in the near term. For the Bulls: International momentum continues"
X Link 2025-10-30T21:05Z 5058 followers, XXX engagements
"$AFL Q3 2025 earnings: A large accounting-driven beat masks mixed but solid underlying trends. Aflac reported very strong headline earnings significantly beating last year's results. However a large portion of this beat came from a favorable annual update to long-term accounting assumptions a non-operational item. Beneath the surface the business trends are mostly positive. Sales in Japan remain strong driven by their new cancer product. The U.S. business is growing premiums steadily although new sales growth is still slow. The company continues to be very shareholder-friendly accelerating"
X Link 2025-11-04T22:13Z 5058 followers, XXX engagements
"$RAL Q3 2025 earnings: Solid first full quarter as a standalone company beating guidance with strength in Sensors & Safety Systems offsetting continued weakness in Test & Measurement. Ralliant delivered a strong performance in its first full quarter post-spin exceeding its revenue margin and EPS guidance. The story is one of two distinct segments: Sensors & Safety Systems (S&SS) is thriving with double-digit growth driven by robust demand in Utilities and Defense. Conversely Test & Measurement (T&M) remains challenged down significantly year-over-year due to customer caution and tough"
X Link 2025-11-05T23:48Z 5058 followers, XXX engagements
"$BEEP Q3 2025 earnings: Guidance Cut on Persistent Headwinds Overshadows Balance Sheet Progress The quarter shows a company successfully executing on its long-term strategic financial plan but struggling with near-term operational realities. While the new ABS financing and progress on asset sales are significant positives for the balance sheet they are overshadowed by a substantial guidance cut driven by continued weakness in the high-margin transient parking business. The core issue remains that the "temporary" disruptions from last quarter are proving to be more severe and persistent than"
X Link 2025-11-10T22:28Z 5057 followers, XXX engagements
"$YY $JOYY Q3 2025 earnings: JOYY Inc. delivered a quarter characterized by a successful strategic pivot. While consolidated revenue remains slightly down year-over-year the company achieved sequential growth for the second consecutive quarter. The narrative has shifted from "stabilization" to "acceleration" driven by the Advertising segment (BIGO Ads) which surged nearly 30%. Profitability improved significantly due to operational efficiency and the high-margin nature of the ad business. Management signaled a return to year-over-year growth in Q4 marking a pivotal turnaround point for the"
X Link 2025-11-20T00:14Z 5058 followers, XXX engagements
"$GTLB Q3 2026 earnings: GitLab delivered a solid "beat and raise" quarter characterized by impressive profit margin expansion and sustained demand from large enterprise customers. While revenue growth remains healthy it is decelerating compared to the previous quarter. The company continues to shift its narrative from growth-at-all-costs to sustainable profitable scaling highlighted by the appointment of a new CFO Jessica Ross. 🐂 : Non-GAAP operating margin hit XX% significantly higher than XX% a year ago and ahead of expectations. : Customers spending $100k grew XX% year-over-year"
X Link 2025-12-02T21:17Z 5058 followers, 2112 engagements
"$PLAB Q4 2025 earnings: Counter-Seasonal Growth Signal Breaks the Downward Trend Photronics delivered a pivotal quarter. After three consecutive quarters of stagnant or declining revenue Q4 revenue rose XXX% sequentially to $215.8M. More importantly guidance for Q1 FY26 ($217M-$225M) implies sequential growth during a period that is typically seasonally weak. High-End IC revenue is the engine (+23% QoQ) effectively offsetting a collapsing Mainstream IC market. However investors must brace for impact on cash flows: management announced a massive capital expenditure ramp to $330M for FY26 (vs"
X Link 2025-12-10T12:05Z 5057 followers, 1120 engagements
"$SNPS Q4 2025 earnings: Ansys Deal Masks Organic Revenue Decline and IP Collapse Synopsys posted record headline revenue of $2.26B (+38% YoY) largely driven by a $668M contribution from the newly acquired Ansys. However stripping out Ansys reveals a troubling picture: organic revenue appears to have declined X% YoY to $1.59B. The core culprit is the Design IP segment where revenue fell XX% and operating margins collapsed from XX% to 14%. While the Ansys integration is scaling the Design Automation segment rapidly the company is battling severe headwinds in its legacy IP business and digesting"
X Link 2025-12-10T21:25Z 5057 followers, XXX engagements
"$MTN Q1 2026 earnings: Pass Sales Stabilize But Volume Leaks Continue Vail's fiscal Q1 is seasonally insignificant for earnings (generating a standard net loss) so all eyes were on the Season Pass sales update for the upcoming 2025/2026 ski season. The narrative is mixed: Pass units are down X% marking continued volume erosion but a X% price hike drove total sales dollars up 3%. Management reaffirmed full-year guidance banking on cost cuts and 'normal weather' to deliver EBITDA growth. While the sales trend improved slightly from September the reliance on pricing power over volume growth"
X Link 2025-12-10T21:28Z 5058 followers, XXX engagements
"$CR earnings: Strong Beat and Raise Masking Weakness in Process Flow Crane delivered another impressive quarter beating expectations and raising full-year guidance. The narrative remains consistent: the Aerospace & Electronics segment is firing on all cylinders with stellar growth and margin expansion more than compensating for a deteriorating picture in Process Flow Technologies. The Bull Case: Bulls will point to the powerful XX% adjusted EPS growth driven by a fantastic XX% core sales growth in Aerospace. The total company backlog is up over XX% YoY providing strong visibility. The company"
X Link 2025-10-27T20:31Z 5058 followers, XXX engagements