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Shares of regional banking company Enterprise Financial Services (NASDAQ:EFSC) jumped 3.6% in the morning session after the company reported strong second-quarter 2025 financial results that surpassed analyst expectations. The financial holding company announced adjusted earnings of $1.37 per share, comfortably beating the consensus analyst estimate of around $1.21. Revenue also painted a positive picture, coming in at $173.4 million for the quarter, which was ahead of Wall Street forecasts. The company’s performance was supported by growth in key areas, as net interest income reached $152.8 million and total loans increased to $11.4 billion. Adding to the positive news for shareholders, Enterprise Financial Services also announced an increase to its quarterly dividend, signaling confidence from management in the company's financial health.
Via StockStory · July 29, 2025
Shares of health coverage company Centene (NYSE:CNC)
fell 3.3% in the morning session after JPMorgan cut its price target on the managed care company to $30 from $48. This move by JPMorgan followed Centene's recent second-quarter earnings report, where the company posted a loss of $0.16 per share, missing analyst estimates. The poor results were largely attributed to a significant reduction in the company's net 2025 Marketplace risk adjustment revenue transfer estimate, an issue that first came to light when Centene withdrew its full-year guidance on July 1st. The company's performance prompted a series of downgrades from Wall Street, with firms like UBS, Wells Fargo, and Morgan Stanley also cutting their price targets, signaling widespread concern over the company's ability to restore its earnings trajectory.
Via StockStory · July 29, 2025
Wall Street remains focused on the potential for a recession.
Via Talk Markets · July 29, 2025
Cotton was a little higher in light volume trading. There are still reports of hotter and drier weather in West Texas.
Via Talk Markets · July 29, 2025
Shares of off-Road and powersports vehicle corporation Polaris (NYSE:PII)
jumped 10.9% in the morning session after the company reported second-quarter earnings and revenue that significantly surpassed analyst expectations. The off-road vehicle maker posted adjusted earnings per share of $0.40, a substantial beat compared to the consensus estimate. Additionally, revenue for the quarter came in at $1.85 billion, exceeding Wall Street's forecast of $1.74 billion. Despite the strong performance against estimates, total sales did fall by about 6% compared to the same period last year. The positive results also came alongside guidance for the next quarter that was better than analysts had anticipated. Investors appeared to focus on the better-than-expected profitability and outlook, even as the company withheld its full-year guidance, citing macroeconomic uncertainty.
Via StockStory · July 29, 2025
Shares of real estate firm JLL (NYSE:JLL)
jumped 6.6% in the morning session after its peer in the real estate services sector, CBRE Group, reported strong second-quarter earnings and revenues that surpassed analyst expectations. The positive results from a major industry competitor suggested favorable market conditions for the entire real estate services sector. This sentiment was bolstered by the fact that JLL was scheduled to report its own results on August 6, with consensus earnings per share estimates having been revised higher over the past month. The expected earnings represented a significant year-over-year increase, indicating analyst confidence.
Via StockStory · July 29, 2025
Shares of cruise vacation company Royal Caribbean (NYSE:RCL)
fell 5% in the morning session after the company's second-quarter revenue slightly missed Wall Street expectations and its third-quarter profit forecast was underwhelming. The negative reaction occurred despite the cruise operator reporting stronger-than-expected second-quarter profits, with adjusted earnings of $4.38 per share, and raising its full-year guidance. However, the company's revenue of $4.54 billion came in just shy of the $4.55 billion consensus estimate. Digging deeper, concerns may have also stemmed from a projected increase in net cruise costs for the third quarter and a slowdown in net yield growth, a key measure of profitability.
Via StockStory · July 29, 2025
Shares of insurance holding company Globe Life (NYSE:GL) jumped 4.3% in the morning session after the company announced it was cleared in a federal investigation into its sales practices. The company announced that the U.S. Attorney's Office for the Western District of Pennsylvania closed its investigation into sales practices by certain independent agents. According to the release, the Department of Justice would not be taking any enforcement action against Globe Life or its subsidiary, American Income Life. This development removed a significant legal uncertainty for investors. In response to the news, an analyst from Keefe, Bruyette & Woods maintained an "Outperform" rating on the stock and raised the price target. The positive update followed the company's recent second-quarter results, where it had reported increased net income and a 5% rise in life insurance premiums.
Via StockStory · July 29, 2025
Shares of accounting automation software maker Blackline (NASDAQ:BL)
jumped 3.3% in the morning session after Raymond James upgraded the stock from Market Perform to Outperform, setting a price target of $67.00. The investment firm cited several reasons for its optimistic outlook, including expectations for significant growth in the second half of 2025 and into 2026. Analysts highlighted the company's partnership with SAP, favorable pricing, strong enterprise deal momentum, and new opportunities in the public sector as key growth drivers. Adding to the positive news, BlackLine also announced the appointment of seasoned enterprise software executive Greg Hughes to its Board of Directors, a move that strengthened the board's strategic expertise.
Via StockStory · July 29, 2025
Shares of clinical research company Medpace Holdings (NASDAQ:MEDP)
fell 3.3% in the morning session after UBS downgraded the stock to 'Sell' from 'Neutral', sending shares lower. The investment bank expressed concerns that Medpace's near and mid-term financial targets appeared "overly ambitious" given a weak industry environment. UBS noted that meeting its objectives would require record bookings in the second half of the year, which seemed challenging due to several negative factors. These factors included weak biotech capital markets, fewer clinical trial starts, and muted hiring. The downgrade came despite a slight increase in the firm's price target on the stock to $305 from $300. Recent news of significant stock sales by the company's President and CFO also may have contributed to investor concerns.
Via StockStory · July 29, 2025
Shares of professional staffing firm Kforce (NYSE:KFRC) fell 11.3% in the morning session after the company issued a disappointing third-quarter forecast that overshadowed its second-quarter results. While the company’s second-quarter earnings of $0.59 per share met analyst expectations on revenue of $334.3 million, its outlook for the upcoming quarter concerned investors. Kforce projected third-quarter revenue in the range of $324 million to $332 million, which fell below the consensus estimate of $335.2 million. Similarly, its earnings per share guidance of $0.53 to $0.61 also fell short of the anticipated $0.61. Management attributed the weaker outlook to unanticipated project completions at the end of the second quarter. In response to the news, a Truist analyst reduced the price target on the stock to $46 from $50, citing a challenging environment.
Via StockStory · July 29, 2025
Shares of semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) jumped 19.3% in the morning session after the company reported strong second-quarter financial results that significantly beat analyst expectations and provided a robust outlook. The semiconductor packaging and test services provider posted earnings per share of $0.22, surpassing the forecasted $0.16. Revenue reached $1.51 billion, which was also ahead of the $1.42 billion consensus estimate. The company noted a 14% sequential increase in sales, with double-digit growth across all its end markets, highlighting strong demand in Artificial Intelligence (AI) and high-performance computing (HPC). In response to the strong quarter and positive guidance, analysts at Needham raised their price target on the stock to $28, while UBS increased its target to $25, with both firms maintaining their Buy ratings.
Via StockStory · July 29, 2025
Shares of domain name registry operator Verisign (NASDAQ:VRSN) fell 8.5% in the morning session after news that major shareholder Berkshire Hathaway sold a significant portion of its stake in the company at a discount. Warren Buffett's Berkshire Hathaway announced it sold 4.3 million shares of the company in a secondary offering. The shares were priced at $285 each, representing a discount of nearly 7% to VeriSign's previous closing price. The sale, which raised approximately $1.23 billion for Berkshire, reduced its ownership stake in VeriSign from 14.2% to 9.6%. The move was primarily motivated by regulatory reasons, as dropping below the 10% ownership threshold allows Berkshire to avoid stricter reporting requirements from the Securities and Exchange Commission. VeriSign itself did not sell any shares in the offering and received no proceeds from the transaction.
Via StockStory · July 29, 2025
Shares of health insurance company UnitedHealth (NYSE:UNH)
fell 4.6% in the morning session after the company reported weaker-than-expected second-quarter earnings and issued a full-year profit outlook that fell significantly short of analyst expectations. The company's adjusted earnings per share for the quarter came in at $4.08, missing Wall Street's consensus of around $4.48. More critically for investors, the company reinstated its full-year guidance after suspending it in May. UnitedHealth projected at least $16 in adjusted earnings per share for 2025, a significant reduction from previous forecasts and far below the more than $20 analysts had anticipated. The primary driver for the poor performance was a surge in medical expenses. This was reflected in the company's medical care ratio, a key metric indicating the portion of premiums spent on care, which rose to 89.4%. UnitedHealth attributed the higher costs to medical trends outpacing pricing and the effects of reductions in Medicare funding.
Via StockStory · July 29, 2025
Shares of pop culture collectibles manufacturer Funko (NASDAQ:FNKO)
fell 5.3% in the morning session after investment firm DA Davidson lowered its estimates for the company, citing commentary from competitors regarding delayed retailer ordering. While investment firm DA Davidson maintained its "Buy" rating and $7.00 price target on the stock, it also lowered its financial estimates. The firm's decision came after competitor commentary suggested that retailers were delaying orders, a trend that was expected to impact Funko. This news appeared to overshadow the firm's positive view on Funko's brand strength with its core customers.
Via StockStory · July 29, 2025
Shares of oncology (cancer) diagnostics company NeoGenomics (NASDAQ:NEO)
fell 20.2% in the morning session after the company reported second-quarter results that included a significant cut to its full-year financial guidance, sparking a selloff.
Via StockStory · July 29, 2025
Shares of data backup provider Commvault (NASDAQ:CVLT)
jumped 16.1% in the morning session after the company reported first-quarter fiscal 2026 results that surpassed analyst expectations and raised its full-year revenue outlook. The data protection company posted revenue of $282 million, a 26% year-over-year increase that beat forecasts. Adjusted earnings came in at $1.01 per share, also ahead of estimates. The strong performance was driven by a significant shift to its subscription-based services. Subscription revenue surged 46% year-over-year, while its Software-as-a-Service (SaaS) offerings jumped 66%. This growth was also reflected in the company’s total Annualized Recurring Revenue (ARR), a key metric for future business, which climbed 24% to $996 million. Capping the positive report, Commvault provided an optimistic forecast for the second quarter and raised its revenue guidance for the full fiscal year.
Via StockStory · July 29, 2025
Shares of biopharma manufacturing company Repligen Corporation (NASDAQ:RGEN)
jumped 7.8% in the morning session after the company reported strong second-quarter 2025 financial results and raised its full-year guidance. The life sciences company announced that its revenue climbed 15% year-over-year to $182 million, driven by growth across all its franchises and geographies. Profitability also saw a substantial increase, with net income rising to $14.87 million from $5.71 million in the same quarter last year. A key indicator of future performance, company orders, grew by over 20%. Buoyed by these strong results, Repligen lifted its full-year 2025 revenue forecast to a range of $715 million to $735 million.
Via StockStory · July 29, 2025
Shares of fintech mortgage provider Rocket Companies (NYSE:RKT) jumped 3.6% in the morning session after the company reported a notable increase in starter home sales for the month of June, signaling strength among first-time homebuyers. The company announced through its real estate brokerage, Redfin, that sales in this segment rose 3.9% year-over-year, reaching their highest level in two years. This report marked a bright spot in an otherwise sluggish housing market, where sales in other price tiers actually declined. The data indicated ten consecutive months of growth in starter home sales, driven by an influx of first-time homebuyers. This performance suggested a pocket of strength for Rocket Companies, showing resilience in a key demographic despite broader market weakness.
Via StockStory · July 29, 2025
Shares of pool products retailer Leslie’s (NASDAQ:LESL) fell 31.1% in the morning session after the company reported weak preliminary third-quarter financial results and withdrew its full-year 2025 guidance. The pool supplies retailer announced its net sales for the quarter declined approximately 12% to around $500 million, a figure that fell significantly short of analysts' expectations. Leslie's attributed the poor performance to unusually wet and cool weather across its key markets, which disrupted the peak pool season. Adding to investor concerns, the company also pulled its financial forecast for the full fiscal year, citing challenging market conditions and its performance so far. The weak preliminary results and guidance withdrawal prompted several analyst firms, including Telsey Advisory Group and Loop Capital, to lower their price targets on the stock.
Via StockStory · July 29, 2025
Shares of global pharmaceutical company Eli Lilly (NYSE:LLY)
fell 4.3% in the morning session after its key competitor in the weight-loss drug market, Novo Nordisk, lowered its sales and profit growth forecasts for 2025. The lowered guidance from the Danish pharmaceutical giant cast a shadow over the high-growth weight-loss drug sector. This was the second time this year Novo Nordisk had reduced its outlook, which amplified investor concerns about the market's future performance. Compounding the issue, Eli Lilly also faced headwinds as CVS Caremark implemented coverage restrictions on its popular weight-loss drug, Zepbound, in response to surging demand. The combination of a major competitor's weakened forecast and specific access challenges for one of Lilly's key products appeared to prompt the sell-off.
Via StockStory · July 29, 2025
Shares of action camera company GoPro (NASDAQ:GPRO)
fell 10.3% in the morning session after investor sentiment shifted back to the company's weak fundamentals following a recent, short-lived meme-stock rally. The decline followed a significant, speculative rally in the prior week that was largely attributed to the stock's status as a "meme stock" rather than any positive business developments. Once the short-term enthusiasm faded, investor focus appeared to shift back to the company's challenging financial situation. Reports highlighted GoPro's weak fundamentals, including declining revenues, shrinking gross margins, and negative profitability metrics like EBITDA. Concerns were also raised about a drop in subscribers, which undermined the company's pivot to a recurring revenue model and brought its long-term financial health and liquidity into question.
Via StockStory · July 29, 2025
Shares of genetic testing company Myriad Genetics (NASDAQ:MYGN)
fell 3.8% in the afternoon session after weakness in the healthcare sector became pronounced following a poor sales report from a key competitor. The negative sentiment was partly fueled by health insurance giant UnitedHealth Group, which reported a miss on its second-quarter earnings and issued a profit warning, casting a pall over the entire sector. More directly, NeoGenomics, a company also operating in the cancer diagnostics space, reported that it had missed its second-quarter sales targets. This news, which sent NeoGenomics' stock down significantly, suggested a potentially more challenging market environment for companies involved in oncology diagnostics, a core business for Myriad Genetics.
Via StockStory · July 29, 2025
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL)
jumped 3.3% in the morning session after it announced a collaboration with South Korean AI semiconductor company Rebellions to develop custom AI infrastructure. The partnership aimed to deliver high-performance, energy-efficient AI systems specifically for sovereign-backed AI projects in the Asia-Pacific and Middle East regions. Under the agreement, Rebellions planned to use Marvell's custom platforms, including advanced packaging and high-speed interconnect technologies, to design specialized AI accelerators. This move was seen as a strategic step for Marvell to tap into the growing market for government-supported AI initiatives, providing end-to-end solutions for large-scale AI inference, which is the process of using a trained AI model to make predictions.
Via StockStory · July 29, 2025
Shares of regional banking company Ameris Bancorp (NYSE:ABCB) jumped 3.3% in the afternoon session after the company reported strong second-quarter financial results that significantly beat Wall Street expectations for both revenue and earnings. The regional bank posted an adjusted earnings per share of $1.59, which surpassed analyst estimates of $1.33 by a wide margin. The company’s net income jumped to $109.8 million for the quarter. This strong performance was driven by several positive factors, including an expanded net interest margin, a key measure of a bank's profitability, which grew to 3.77%. Furthermore, Ameris Bancorp improved its efficiency ratio to 51.63%, indicating better cost management. The bank's tangible book value per share also increased, highlighting a solid quarter of growth and enhanced profitability that investors welcomed.
Via StockStory · July 29, 2025
Shares of ride sharing and on-demand delivery platform Uber (NYSE:UBER)
fell 4.3% in the morning session after the company lost a UK Supreme Court appeal regarding a value-added tax (VAT) on its rivals. The ruling confirmed that rival taxi operators in England and Wales will not face a 20% value-added tax (VAT) charge on their profit margins for operations outside of London. This decision represented a setback for Uber, as a different outcome could have imposed significant costs on its competitors, potentially leveling the playing field. The court's decision allows these rival firms to maintain their existing cost structures, which could make it more challenging for Uber to compete on price and expand its market presence in those regions.
Via StockStory · July 29, 2025
Shares of real estate services firm Cushman & Wakefield (NYSE:CWK)
jumped 5.3% in the afternoon session after it was revealed that the company represented Verizon in a major New York City headquarters lease transaction. A team from Cushman & Wakefield acted on behalf of the iconic telecommunications company in a strategic deal with Vornado Realty Trust. The 19-year lease secured nearly 200,000 square feet of office space at the PENN 2 tower. For a brokerage like Cushman & Wakefield, successfully orchestrating a long-term transaction for a high-profile client was a significant win. The news likely signaled to investors the firm’s strength in closing major deals within the competitive commercial real estate sector, which translated into substantial advisory fees and boosted confidence in its business prospects.
Via StockStory · July 29, 2025
Shares of property casualty insurer Cincinnati Financial (NASDAQ:CINF) jumped 4.6% in the morning session after the company reported second-quarter results that significantly exceeded analyst expectations, driven by strong underwriting improvements and robust investment income. The company posted adjusted earnings of $1.97 per share, easily beating the analyst consensus of $1.41. Revenue also impressed, reaching $3.25 billion, which was well above the estimated $2.53 billion. A key metric for insurers, the property and casualty combined ratio, improved to 94.9% from 98.5% a year earlier. A combined ratio below 100% indicates an underwriting profit, so a lower number is better. This strong performance, which also included an 18% rise in investment income, occurred despite the company facing higher catastrophe-related losses during the quarter.
Via StockStory · July 29, 2025
Shares of life sciences company Neogen (NASDAQ:NEOG)
fell 10.2% in the morning session after the company reported disappointing fourth-quarter financial results, which showed a decline in revenue and adjusted earnings that fell short of analyst expectations. The food and animal safety company announced that revenue for the quarter ended May 31, 2025, decreased by 4.8% to $225.5 million compared to the prior year. Neogen also posted a significant net loss of $612.2 million, which it attributed mainly to a non-cash goodwill impairment charge related to its acquisition of the former 3M Food Safety Division. On an adjusted basis, net income was $0.05 per share, a drop from $0.10 in the same period last year and below Wall Street's consensus estimates. Management cited softer market conditions and the effects of inflation as key factors behind the weak performance.
Via StockStory · July 29, 2025
Shares of environmental solutions provider CECO Environmental (NASDAQ:CECO) jumped 14.2% in the morning session after it reported strong second-quarter results that beat analyst expectations and raising its full-year guidance. The environmental solutions provider posted adjusted earnings per share of $0.24, which significantly surpassed Wall Street estimates. Revenue for the quarter also impressed, coming in at $185.4 million, a 35% increase from the prior year and ahead of consensus forecasts. The strong performance was driven by a massive 95% year-over-year surge in new orders, which pushed the company's backlog to a record high of $688.1 million. In light of these powerful results, CECO raised its full-year revenue outlook to a range of $725 million to $775 million.
Via StockStory · July 29, 2025
Shares of commercial real estate firm CBRE (NYSE:CBRE)
jumped 8.4% in the morning session after the company reported strong second-quarter financial results that beat Wall Street expectations and raised its full-year forecast. The commercial real estate services firm posted revenue of approximately $9.8 billion, a 16% increase from the previous year. Its adjusted earnings per share (EPS), a key measure of profitability, came in at $1.19, significantly higher than the analyst consensus of $1.05. This represented a 47% jump in Core EPS year-over-year. Bolstering investor confidence, CBRE also lifted its full-year Core EPS guidance to a new range of $6.10 to $6.20, signaling optimism about its future performance.
Via StockStory · July 29, 2025
Shares of medical supply and logistics company Owens & Minor (NYSE:OMI) fell 3.5% in the afternoon session after the broader healthcare sector traded lower as industry heavyweight UnitedHealth Group reported disappointing second-quarter results and a weakened outlook for 2025. The negative sentiment was triggered when UnitedHealth, a giant in the health insurance space, posted second-quarter earnings of $4.08 per share, which fell short of analysts' expectations. The company also issued a cautious profit forecast, citing rising medical expenses. This news created a ripple effect across the industry, pulling down shares of other managed care and healthcare companies. Investors appeared to react to the potential for similar cost pressures and challenges to impact other firms in the sector, leading to a broad-based sell-off.
Via StockStory · July 29, 2025
As stock indexes hit new all-time highs, investors may grow wary of buying new names for their portfolios, this is where discounted names come into play.
Via MarketBeat · July 29, 2025
BofA anticipates strong long-term performance from AMD, forecasting that the company's share of the global CPU market could exceed 30% by 2026.
Via Stocktwits · July 29, 2025
Shares of Dutch health technology company Koninklijke Philips N.V. (AMS:PHIA) surged on Tuesday, boosted by easing trade tensions and the reduction of tariffs between the European Union and major trading partners. The policy shift signals a reprieve for multinational manufacturers caught in the crossfire of protectionist economic policies
Via MarketMinute · July 29, 2025
Tapestry slips as BofA downgrades on margin concerns and tempered FY26 growth outlook, despite continued strength at Coach.
Via Benzinga · July 29, 2025
Bausch Health will acquire DURECT and larsucosterol, aiming for FDA approval of a first treatment for alcoholic hepatitis via Phase 3 trials.
Via Benzinga · July 29, 2025
Once USDX’s rally accelerates and GDXJ finally breaks below the April high, the move lower could be quite sharp.
Via Talk Markets · July 29, 2025
Krispy Kreme and other newly minted meme stocks are fading as investors await some major macroeconomic news.
Via The Motley Fool · July 29, 2025
American Tower slips as steady Q2 results and 2025 guidance spark a cautious, wait-and-see investor stance.
Via Benzinga · July 29, 2025
Gold (XAU/USD) steadies around $3,321 on Tuesday, halting a four-day losing streak after hitting a near three-week low of around $3,300.
Via Talk Markets · July 29, 2025
Stay informed about the most active S&P500 stocks in today's session as we take a closer look at what's happening on the US markets on Tuesday. Discover the stocks that are generating the highest trading volume and driving market activity.
Via Chartmill · July 29, 2025
Palo Alto Networks, the most acquisitive cybersecurity firm, is in talks to acquire CyberArk, in what would mark its biggest deal to date under Chief Executive Nikesh Arora.
Via Investor's Business Daily · July 29, 2025