Recent Articles from StockStory

Manufacturing company Nordson (NASDAQ:NDSN) will be reporting results this Wednesday afternoon. Here’s what to look for.

Telecommunications company Dycom (NYSE:DY) will be reporting earnings this Wednesday before the bell. Here’s what to expect.

Manufacturer of analog chips Analog Devices (NASDAQ:ADI) will be reporting results this Wednesday before market hours. Here’s what to look for.

Beauty products company Coty (NYSE:COTY) will be reporting earnings this Wednesday afternoon. Here’s what to expect.

Beauty products company Estée Lauder (NYSE:EL) will be reporting results this Wednesday before the bell. Here’s what investors should know.

Home improvement retailer Lowe’s (NYSE:LOW) will be announcing earnings results this Wednesday morning. Here’s what to look for.

General merchandise retailer Target (NYSE:TGT) will be announcing earnings results this Wednesday morning. Here’s what to look for.

Off-price retail company TJX (NYSE:TJX) will be announcing earnings results this Wednesday before market open. Here’s what to expect.

Shares of cruise vacation company Royal Caribbean (NYSE:RCL) jumped 4.6% in the afternoon session after it received bullish commentary from Wall Street, with both Stifel and William Blair reiterating their positive ratings on the cruise operator. 

Shares of technology real estate company Opendoor (NASDAQ:OPEN) jumped 21.5% in the afternoon session after the company's leadership transition continued to fuel investor optimism. The move extends a rally from the previous week, which began after the company announced CEO Carrie Wheeler would step down. This leadership change has sparked investor optimism for a strategic turnaround. Shrisha Radhakrishna, the Chief Technical and Product Officer, has been appointed as the interim leader while the board searches for a permanent replacement. Adding to the momentum, Opendoor has been identified as a "meme stock," attracting traders partly due to its high short interest, estimated at around 23%. This interest, often amplified on social media, has contributed to the stock's significant recent gains as investors bet on the company's new direction under fresh leadership.

Shares of cloud software provider Upland Software (NASDAQ:UPLD) jumped 17.7% in the afternoon session after its board of directors approved a stock repurchase program to buy back up to $10 million of its outstanding common stock. The buyback authorization, which represents nearly 19% of Upland's current market capitalization, was seen by investors as a strong vote of confidence from management. This move comes after the stock has declined over 60% in the past six months, suggesting the board believes the shares are undervalued. The company's decision to deploy capital on repurchases, announced in an 8-K filing, was particularly noteworthy as it followed a recent second-quarter earnings report that missed analyst estimates. The program does not have a specified expiration date.

Shares of live sports and TV streaming service fuboTV (NYSE:FUBO) jumped 4.3% in the afternoon session after it announced two major international content partnerships to strengthen its premium sports lineup in key global markets. The sports-first streaming platform forged a multi-year partnership with DAZN in Canada, bringing marquee rights like the NFL and UEFA Champions League to its subscribers. This expands on an existing distribution agreement in the U.S. In a separate deal, Fubo's subsidiary in France, Molotov, secured a carriage agreement with Ligue 1, France's professional soccer league, for the 2025/2026 season. These agreements significantly broaden Fubo's premium live sports content in key international markets, strengthening its global strategy.

EV charging infrastructure provider Blink Charging (NASDAQ:BLNK) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 13.8% year on year to $28.67 million. Its non-GAAP loss of $0.26 per share was 50.3% below analysts’ consensus estimates.

Shares of home energy technology company Enphase (NASDAQ:ENPH) jumped 3.8% in the afternoon session after the U.S. Treasury Department issued favorable 'safe harbor' guidance on tax credits for clean energy projects, continuing a surge from the previous session. The stock continued a surge that began on Friday after the Treasury Department and IRS released new 'safe harbor' guidance clarifying which clean energy projects can qualify for tax credits. The new rules were viewed as less restrictive than investors had feared and were particularly favorable for residential solar projects, a key market for companies like Enphase. According to reports, the guidance largely preserved tax credits through 2030, clearing a cloud of uncertainty that had hung over the sector for more than a year and providing better visibility on future subsidies.

Shares of solar tracking systems manufacturer Array (NASDAQ:ARRY) jumped 10.8% in the afternoon session after investors reacted positively to favorable changes in clean energy tax credit guidance from the U.S. Treasury, which is expected to benefit solar tracker manufacturers. 

Shares of solar power systems company SolarEdge (NASDAQ:SEDG) jumped 4.9% in the afternoon session after the U.S. Treasury Department released new guidance on clean energy tax credits that was less restrictive than investors had feared, sparking a rally across the solar sector. 

Shares of internet service provider Cogent Communications (NASDAQ:CCOI) jumped 8.1% in the afternoon session after it received a double upgrade from Wells Fargo, which cited a favorable risk/reward outlook. 

Shares of solar panel manufacturer First Solar (NASDAQ:FSLR) jumped 10.4% in the afternoon session after the U.S. Treasury Department and IRS released new guidance on clean energy tax credits that was more favorable than investors had feared, continuing a rally from the previous session. 

Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 15.8% year on year to $2.54 billion. Guidance for next quarter’s revenue was better than expected at $2.46 billion at the midpoint, 0.9% above analysts’ estimates. Its non-GAAP profit of $0.95 per share was 7.3% above analysts’ consensus estimates.

Shares of online learning platform Udemy (NASDAQ:UDMY) jumped 3.2% in the afternoon session after Canaccord Genuity reiterated its Buy rating and $12.00 price target, citing optimism about the company's artificial intelligence (AI) strategy. The investment firm expressed confidence in Udemy's ongoing transformation from a simple online content catalog to an AI-enabled reskilling platform for enterprise clients. Following a discussion with Udemy's CEO, Canaccord noted that the company's revamped go-to-market strategy and new products should help capture the growing corporate demand for AI training. This strategic shift is expected to potentially lead to accelerated revenue growth for the company heading into 2026. Canaccord's $12.00 price target implies a potential 77% upside from the stock's recent price of $6.79, signaling strong conviction in the company's future.

Shares of media broadcasting company Sinclair (NASDAQ:SBGI) fell 3.4% in the afternoon session after the stock continued to slide amid negative sentiment following its recent disappointing second-quarter earnings report. The decline appears to be continued investor disappointment following the company's weak second-quarter financial results reported earlier in August. In the quarter, Sinclair missed analyst expectations across the board. Revenue fell 5.4% year-over-year to $784 million, and the company posted a GAAP loss of $0.91 per share, a sharp reversal from the profit reported in the same period last year.

Shares of women’s plus-size apparel retailer Torrid Holdings (NYSE:CURV) jumped 4.7% in the afternoon session after it showed signs of a potential turnaround fueled by positive analyst sentiment and improved financial flexibility. This move comes despite the stock having declined over 23% in the past month, pushing it into what some analysts consider oversold territory. Fueling the optimism is a strong consensus among Wall Street analysts, who have been raising their earnings estimates for the current year. Over the last 30 days, the consensus Earnings Per Share (EPS) estimate for Torrid has increased by 5.9%. This upward trend in earnings revisions is often seen as a precursor to potential price appreciation.

Shares of digital insurance provider Lemonade (NYSE:LMND) jumped 4.8% in the afternoon session after BMO Capital significantly raised its price target on the stock. The move was primarily driven by BMO Capital, which nearly doubled its price target on the stock to $42.00 from $23.00. BMO noted that Lemonade's growth may require less capital than its peers due to its rating agency situation, which provides the company with greater financial flexibility. Despite the significant target increase, BMO maintained its "Underperform" rating, cautioning that the current stock price seems to reflect a "best-case scenario." 

Shares of solar tracker company Nextracker (NASDAQ:NXT) jumped 10.7% in the afternoon session after an upgrade from Guggenheim to 'Buy' from 'Neutral,' citing favorable new guidance from the IRS on clean-energy tax credits. The investment bank set a $74 price target on the stock, representing about 22% upside from its prior close. The upgrade was driven by new guidance from the U.S. Treasury and IRS regarding clean-energy tax incentives. Specifically, updated "safe-harbor" rules now clarify that racking installation—a core part of Nextracker's business—qualifies as physical work for tax credit purposes. Analysts at Guggenheim view this as a significant positive development for solar tracker suppliers. The news was well-received by the market, sending Nextracker shares to an all-time high and lifting other solar stocks as the guidance was seen as broadly better than feared.

Shares of HR software provider Paycom (NYSE:PAYC) jumped 3.3% in the afternoon session after the stock gained on M&A speculation within the human resources software sector, following a report that private equity firm Thoma Bravo is in talks to acquire competitor Dayforce. 

Shares of fantasy sports and betting company DraftKings (NASDAQ:DKNG) jumped 3.1% in the morning session after the company secured a direct mobile sports betting license to operate in Missouri. 

Shares of fast-food chain Jack in the Box (NASDAQ:JACK) fell 3.6% in the afternoon session after the stock continued to pull back as the company reported second-quarter 2025 financial results that missed revenue expectations, alongside a significant drop in same-store sales. 

Shares of smart home company SmartRent (NYSE:SMRT) jumped 15.5% in the afternoon session amid continued positive momentum after its CEO, Frank Martell, disclosed a significant stock purchase and the company received an analyst upgrade. The move was primarily fueled by a significant insider stock purchase and a positive analyst rating change. On August 15th, CEO Frank Martell acquired 120,000 shares at an average price of $1.35 per share, a transaction valued at $162,000.

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 15.6% in the afternoon session after the company announced plans for a new $3 billion AI data center campus and received a significant price target increase from analysts. 

Shares of residential solar energy company Sunrun (NASDAQ:RUN) jumped 10.4% in the afternoon session after RBC Capital upgraded the stock to 'Outperform' from 'Sector Perform,' citing greater certainty around federal solar tax credits. 

Shares of secondhand luxury marketplace The RealReal (NASDAQ: REAL) jumped 3% in the afternoon session after investor optimism continued to build following the company's impressive second-quarter 2025 earnings report released earlier in the month. 

Shares of social network operator Meta Platforms (NASDAQ:META) fell 3.1% in the morning session after The Information reported that the company is planning its fourth overhaul of its artificial intelligence operations in six months. This report likely raised concerns among investors about the stability and direction of the company's AI strategy. The news comes after a period of significant growth for Meta, driven in large part by optimism surrounding its AI initiatives.

Shares of telecommunications infrastructure company Lumen Technologies (NYSE:LUMN) jumped 4.5% in the afternoon session after the company announced the appointment of a former Microsoft AI executive to a key leadership role, coupled with a significant stock purchase by its Chief Financial Officer. The network services provider appointed Sean Alexander, a founding executive of Microsoft AI, as Senior Vice President of Connected Ecosystems. In this new role, Alexander is tasked with building a team to drive customer co-innovation, strategic partnerships, and new revenue streams. This strategic hire suggests a stronger focus on high-growth areas like AI.

Shares of tanking company Scorpio Tankers (NYSE:STNG) jumped 4.7% in the afternoon session after the stock continued to rally as the company reported second-quarter 2025 earnings that surpassed analysts' expectations on both the top and bottom lines. The company posted earnings per share (EPS) of $1.53, handily beating the consensus forecast of $1.05. Revenue also came in strong at $230.2 million, surpassing the anticipated $218.9 million. This robust performance demonstrates operational strength and comes at a time when freight rates in certain segments, like the LR2 tanker market in the Middle East, have recently weakened. Scorpio's results were supported by its strategic advantages, including maintaining one of the youngest fleets in the industry and a strong balance sheet, with its net debt considered safe. Following the strong report, several analysts have revised their future earnings expectations upward.

Shares of HR and payroll software provider Paylocity (NASDAQ:PCTY) jumped 3.3% in the afternoon session after private equity firm Thoma Bravo lined up a bid to acquire one of its competitors, Dayforce (DAY). 

Shares of human capital management software company Dayforce (NYSE:DAY) jumped 27.6% in the afternoon session after reports emerged that the company is in advanced talks to be acquired by private equity firm Thoma Bravo. The news, first reported by Bloomberg, suggests a deal to take the Minneapolis-based human resources software provider private could be announced within the next few weeks. While a sale price wasn't disclosed, some reports valued the potential transaction at over $9 billion. The rally sent Dayforce shares on track for their biggest-ever one-day gain since going public in April 2018, making the stock a top performer in the S&P 500 index.

Shares of social club operator Soho House (NYSE:SHCO) jumped 15.3% in the afternoon session after it agreed to be taken private in a deal with an enterprise value of approximately $2.7 billion. 

Shares of voice AI technology company SoundHound AI (NASDAQ:SOUN) fell 4.8% in the afternoon session after investor sentiment soured on the company's valuation and lack of a clear path to profitability, compounded by a recent analyst downgrade. 

Shares of healthcare tech company GoodRx (NASDAQ:GDRX) jumped 40.2% in the afternoon session after the company announced a collaboration with pharmaceutical giant Novo Nordisk to offer the popular medications Ozempic and Wegovy for $499 per month to eligible self-paying customers. 

Shares of global electronics contract manufacturer Kimball Electronics (NYSE:KE) jumped 7.6% in the afternoon session after the company's stock continues to show strong momentum following a recent earnings report that significantly beat expectations. 

Shares of fintech mortgage provider Rocket Companies (NYSE:RKT) fell 3.3% in the afternoon session after its real estate brokerage subsidiary, Redfin, released a report indicating a significant slowdown in the July 2025 U.S. housing market. The report, published August 18, highlighted that homes took an average of 43 days to sell in July, the longest period for that month since 2015, due to high costs and economic uncertainty. The data also revealed a 1.1% month-over-month drop in pending home sales and the highest rate of canceled home-purchase agreements since 2017. This negative data compounded existing investor concerns about the challenging housing market, which were recently flagged by Morgan Stanley. The bank resumed coverage on the stock with an 'Equalweight' rating, citing an elevated valuation and ongoing headwinds in the mortgage sector.

Shares of healthcare services company Astrana Health jumped 3% in the afternoon session after continued positive momentum as the company reported second-quarter revenue that beat expectations and significantly raised its full-year sales forecast, driving shares up as much as 34%. 

Shares of self defense company AXON (NASDAQ:AXON) jumped 4% in the afternoon session after investment firm TD Cowen reiterated its 'Buy' rating and $925 price target on the stock, citing confidence in the company's growth prospects. 

Shares of cash-back rewards platform Ibotta (NYSE:IBTA) jumped 9.7% in the afternoon session after rebounding from a steep sell-off the previous week, as investors appeared to buy the dip in what could be a technical bounce or short squeeze. 

Shares of fertility benefits company Progyny (NASDAQ:PGNY) jumped 3.1% in the afternoon session after continued positive momentum as the company reported stronger-than-expected second-quarter results and raised its full-year 2025 revenue and earnings guidance. 

Shares of database platform company MongoDB (NASDAQ:MDB) jumped 4.3% in the morning session after investment firm Citi added a 90-day positive catalyst watch on the software company, anticipating potential growth from upcoming events. Investment firm Citi placed an upside 90-day positive catalyst watch on the software company, pointing to several upcoming events that could boost the stock. Analyst Tyler Radke highlighted MongoDB's planned appearance at a conference on September 3 and an investor day on September 17 as potential drivers. The firm anticipates the company will provide updates on its artificial intelligence (AI) momentum and new financial targets at these events. This positive outlook is supported by Radke's "Buy" rating and a $405 price target, which suggests a significant potential return. The news builds on other recent positive developments, including the announcement of product innovations aimed at making it easier for customers to build AI applications.

Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) jumped 5.1% in the morning session after the stock extended its positive momentum as the company provided an upbeat statement regarding its partnership with Walmart. 

Shares of digital engineering services company EPAM Systems (NYSE:EPAM) jumped 4.8% in the morning session after investment firm TD Cowen upgraded its rating on the stock to Buy from Hold. 

Shares of digital storytelling platform WEBTOON (NASDAQ:WBTN) jumped 5.6% in the morning session after the stock continued to rally following the previous week's blockbuster announcements of a partnership with Disney and a strong second-quarter earnings beat. The positive momentum is a continuation of last week’s major developments when the stock soared after the company announced a multi-year partnership with Disney. This deal will bring iconic comics from brands like Marvel, Star Wars, and 20th Century Studios to WEBTOON's vertical-scroll format. In addition to the landmark partnership, the company reported strong second-quarter results that surpassed analyst expectations, posting an adjusted profit of $0.07 per share on revenue of $348.3 million. Following the news, analysts reacted positively, with firms like Evercore ISI and Goldman Sachs raising their price targets on the stock.

Shares of document technology company Xerox (NASDAQ:XRX) fell 3.2% in the morning session after Citigroup reinstated coverage on the stock with a "Neutral" rating and a significantly lower price target. 

Shares of workforce housing company Target Hospitality (NASDAQ:TH) jumped 3.8% in the pre-market session after the company announced a multi-year, $43 million contract to construct and provide hospitality services for a regional data center campus. 

Shares of solar energy systems company Shoals (NASDAQ:SHLS) jumped 9.7% in the morning session after it announced the groundbreaking of a major solar and energy storage project in Australia. The company, in partnership with PCL Construction and Gentari, has started work on the Maryvale Solar and Energy Storage Project in New South Wales. This facility is notable for being one of Australia's largest DC-coupled solar and battery energy storage systems. It is expected to deliver approximately 243 MW of solar generation capacity, which will be paired with 172 MW of battery storage. This significant project highlights Shoals' expansion and leadership in providing key electrical systems for the global energy transition market. The positive development was also complemented by recent analyst optimism, with Guggenheim recently raising its price target on the stock from $6.00 to $8.00.

Shares of digital knowledge management company Yext (NYSE:YEXT) jumped 10.6% in the morning session after its Chairman and CEO, Michael Walrath, submitted a non-binding proposal to acquire all outstanding shares of the company he doesn't already own for $9.00 per share in cash. The offer prompted the company's board to form a special committee of independent directors to evaluate the proposal and explore other options. Mr. Walrath indicated that the proposal is backed by reputable financing sources. In a separate announcement, Yext stated it expects its second-quarter results to be within or better than its previously issued guidance. However, in light of the acquisition offer, the company withdrew its financial guidance for the full fiscal year 2026.

Shares of healthcare services company Agilon Health (NYSE:AGL) jumped 8.1% in the morning session after the stock extended its positive momentum as it bounced back from a significant dip. The rally follows a difficult period for the company, which saw its stock plunge over 50% after the CEO stepped down and full-year 2025 financial guidance was withdrawn on August 4. The move appears to have a technical component, as the stock gained for four consecutive days.

Shares of personal care and home fragrance retailer Bath & Body Works (NYSE:BBWI) jumped 3.4% in the morning session after the company announced the launch of a new Disney Villains-inspired fragrance collection, building on the success of its popular Disney Princess line. 

Shares of global wind blade manufacturer TPI Composites (NASDAQ:TPIC) fell 46.2% in the morning session after the stock extended its negative momentum as the company filed for Chapter 11 bankruptcy. The wind blade manufacturer announced it has voluntarily filed for Chapter 11 bankruptcy to pursue a financial restructuring. This move follows a period of financial difficulty, highlighted by a recent second-quarter earnings report where both revenue and earnings per share missed analyst estimates significantly.

Shares of government engineering solutions provider Amentum Holdings (NYSE:AMTM) jumped 3% in the morning session after its subsidiary, Jacobs Technology Inc., was awarded a contract by the United States Space Force with a ceiling value of $4 billion. The 10-year contract, awarded to its wholly-owned subsidiary Jacobs Technology Inc., will support the U.S. Space Force's mission to modernize its Launch and Test Range System. Under the agreement, Amentum is expected to provide a comprehensive range of services, including systems engineering, cybersecurity, integration, logistics, and program management. This significant award reinforces the company's role in supporting the nation's space objectives, aiming to enable efficient, high-capacity spaceports and deliver engineering solutions to protect national security.

Quest Resource’s second quarter results reflected the impact of both market headwinds and internal restructuring. Management attributed the year-over-year revenue decline primarily to ongoing weakness in the industrial end market and the sale of the mall-related business. CEO Daniel Friedberg acknowledged, “Some of the issues were market-based, but many were self-inflicted operational issues.” The quarter also saw margin pressures during client contract renewals, as clients sought cost reductions amid broader economic uncertainty. Management emphasized that while these challenges weighed on performance, early benefits from cash generation initiatives and operational improvements have begun to materialize.

L.B. Foster’s second quarter results landed in line with Wall Street’s revenue expectations, while profitability came in below consensus. Management attributed the quarter’s performance to a robust recovery in the Infrastructure segment, especially in Precast Concrete, which grew significantly year over year. CEO John Kasel highlighted that Friction Management within Rail saw its strongest month, even as overall Rail revenue declined. The company also benefited from ongoing SG&A cost reductions and improved backlog, though some softness persisted in its U.K. rail operations.

WideOpenWest’s second quarter results came alongside a significant development: the company announced it will be acquired by DigitalBridge Investments and Crestview Partners in an all-cash transaction. While the company’s revenue met Wall Street expectations, management emphasized ongoing progress in expanding its fiber-to-the-home offerings and greenfield markets. CEO Teresa Elder highlighted the company’s momentum in newer markets, stating, “We maintained strong penetration rates of 16%, all while growing our footprint.” Management also pointed to record average revenue per user (ARPU), driven by increased demand for high-speed tiers and a simplified pricing strategy.

AAON’s second quarter was marked by operational headwinds that drove financial results below Wall Street’s expectations and triggered a negative reaction from investors. Management attributed the underperformance primarily to disruptions from the new enterprise resource planning (ERP) system rollout, which slowed production at key facilities and created supply chain bottlenecks. CEO Matthew Tobolski acknowledged, “Our second quarter results that we reported this morning fall short of our expectations and do not reflect the high standard we set for ourselves as an organization.” Additional pressures included higher costs from the new Memphis facility and a national sales meeting, further straining margins.

U.S. Cellular’s second quarter results were greeted positively by the market as the company delivered revenue and profit ahead of Wall Street’s expectations, despite a modest year-on-year sales decline. Leadership attributed the outperformance to disciplined execution during a period of significant transformation, with CEO Walter Carlson highlighting the successful close of the T-Mobile transaction and the resulting shift toward a focused fiber and tower infrastructure strategy. CFO Vicki Villacrez emphasized ongoing capital allocation efforts to strengthen the company’s financial position and fund growth initiatives in core operating segments.

Fluence Energy’s second quarter was marked by a negative market reaction as revenue growth did not meet Wall Street expectations, largely due to production delays in its U.S. facilities. Management attributed the underperformance to slower-than-anticipated ramp-up at its Arizona manufacturing plant, which disrupted the timing of customer deliveries. CEO Julian Nebreda noted, “We recorded approximately $603 million in revenue, which was below our expectations, mostly due to delays in ramping up volume at our U.S. manufacturing facility.” Despite these setbacks, the company pointed to robust international demand and progress in resolving domestic production issues as supporting factors for future quarters.

ACV Auctions faced a challenging second quarter, with results coming in below Wall Street’s revenue expectations and an 11.9% drop in share price following the report. Management attributed the performance to softer conversion rates late in the quarter, driven by dealers retaining more vehicles due to ongoing industry supply constraints. CEO George Chamoun acknowledged these headwinds and emphasized that, despite market deceleration, the company delivered meaningful margin expansion and continued to gain market share through strong execution in its dealer wholesale and value-added services businesses.

3D Systems' results in Q2 reflected ongoing challenges from weakened customer capital spending and tariff uncertainty, but the market reacted positively as the company delivered significant improvements in cost control and profitability measures. Management attributed the 16% year-over-year sales decline primarily to customers delaying new production capacity investments amid volatile tariffs and global economic uncertainty. CEO Jeffrey Graves highlighted that sequential revenue excluding the divested software business grew 8%, pointing to stabilization and the early benefits of strategic restructuring and operational efficiencies. In particular, cost reductions and in-sourcing initiatives helped narrow operating losses and strengthen margins.

Lincoln Educational’s second quarter showed notable operational progress, with management highlighting robust student start growth and expanding campus footprints as central drivers. CEO Scott Shaw pointed to nearly 22% student start growth and strong returns from investments in the Lincoln 10.0 hybrid teaching model, as well as successful program replications at new and relocated campuses. While management emphasized momentum in skilled trades programs and efficiencies from digital learning, they were cautious about underperformance in the healthcare segment, citing ongoing restructuring and a slower pace of investment.

WeightWatchers’ second quarter results were met with a negative market reaction, as the company faced a year-over-year revenue decline and ongoing member attrition. Management attributed these trends to challenges in acquiring new behavioral members and a significant shift in the clinical business after regulatory changes around compounded weight loss medications. CEO Tara Comonte described the quarter as a “pivotal moment,” emphasizing the impact of transitioning members away from compounded semaglutide and lingering effects from bankruptcy proceedings. Chief Financial Officer Felicia DellaFortuna noted that, despite growth in clinical subscriber revenue, overall member acquisition remained pressured throughout the quarter.

Dole’s second quarter saw mixed market reception despite exceeding Wall Street’s revenue and non-GAAP profit expectations, with management attributing performance to robust growth in both Diversified Fresh Produce segments and continued momentum in Fresh Fruit. CEO Rory Byrne highlighted the completion of the Fresh Vegetable division sale as a key milestone, stating, “The sale of this business has been a strategic priority for us since 2023, and its completion will now enable us to concentrate our efforts and investments on our core business activities.” However, Byrne acknowledged persistent sourcing and shipping cost pressures, particularly following Tropical Storm Sara and ongoing tight industry supply.

Hillenbrand’s second quarter saw revenue ahead of Wall Street’s expectations, despite a substantial year-over-year decline. Management attributed the quarter’s results to continued cautious order behavior amid macroeconomic uncertainty and recent tariff announcements, especially in its Advanced Process Solutions segment. CEO Kimberly K. Ryan explained, “We continued to experience cautious order behavior from customers amid continued global macroeconomic uncertainty and tariff announcements,” emphasizing that project delays rather than cancellations were the primary issue. The company also completed portfolio simplification steps, including divesting its Milacron Injection Molding & Extrusion business and a minority stake in TerraSource, using proceeds to reduce debt.

PubMatic’s second quarter was marked by mixed results, as the company delivered year-on-year revenue growth and outperformed Wall Street expectations on both revenue and adjusted profit. However, the market reacted sharply negatively, reflecting concerns about platform changes by a major demand-side partner (DSP) that created revenue headwinds. CEO Rajeev Goel highlighted that strong gains in connected TV (CTV) and emerging revenue streams, such as data targeting and commerce media, were offset by disruptions from one top DSP. Management acknowledged the surprise impact of the DSP’s new inventory valuation model and emphasized ongoing efforts to diversify demand sources and stabilize the business.

iHeartMedia’s second quarter was met with a positive market reaction, reflecting the company’s ability to exceed revenue expectations despite flat sales compared to last year. Management pointed to strong performance in the Digital Audio Group, particularly in podcasting, which saw continued growth in both consumer and advertiser demand. CEO Bob Pittman emphasized the “growing flywheel effect” of iHeartMedia’s podcast leadership, adding that the company’s robust local sales force has become a significant driver for podcast ad revenue. Cost-saving initiatives and operational efficiency were also highlighted as contributing factors to maintaining margins amid a still uncertain macroeconomic environment.

Monday.com’s second quarter was marked by robust revenue growth and non-GAAP profitability that both exceeded Wall Street expectations. Despite these headline beats, the market responded sharply negatively, reflecting concerns around operating margin compression and uncertainty in the company’s customer acquisition channels. Management attributed Q2’s results to continued expansion in enterprise accounts and accelerated adoption of its AI-powered platform features. Co-CEO Roy Mann highlighted that, “customer adoption of our AI capabilities accelerated across the monday.com platform, with users performing 46 million AI-driven actions since launch,” citing the company’s push to embed AI at the core of its offerings. However, leadership also acknowledged emerging headwinds in acquiring smaller customers, particularly due to search engine algorithm changes, while reiterating that retention rates remain healthy.

Plug Power’s second quarter results reflected ongoing operational improvements and strong end-market demand, particularly within its GenDrive, GenFuel, and GenEco platforms. While revenue outpaced Wall Street’s expectations, management pointed to substantial progress in gross margin improvement, citing the impact of Project Quantum Leap initiatives, cost reductions, and optimized service execution. CEO Andy Marsh acknowledged the company’s focus on operational discipline, noting, “Gross margins improved dramatically, moving from negative 92% in Q2 of last year to negative 31% this quarter.” Management attributed these gains to better pricing, streamlined operations, and a more reliable hydrogen supply network.

Telephone and Data Systems’ second quarter was marked by significant portfolio transformation, with the closing of its UScellular wireless business sale to T-Mobile serving as a key milestone. Management attributed the quarter’s performance to the focus on winding down wireless operations, ongoing investments in fiber expansion, and one-time divestiture activity. Executive Vice President and CFO Vicki Villacrez highlighted the company’s progress in strengthening its capital structure, noting, “These actions will result in approximately $80 million in annual interest savings and will reduce our total TDS average cost of debt to just over 6%.”

Mercury Systems delivered a positive second quarter, with results exceeding Wall Street expectations and a notable market reaction. Management attributed this performance to accelerated customer deliveries, improved program execution, and a disciplined focus on reducing operating expenses. CEO William Ballhaus emphasized that record bookings and backlog growth were driven by contracts across radar, electronic warfare, and aerospace subsystems. The company also benefited from operational changes that expanded gross margins and enabled higher operating leverage. Ballhaus highlighted, “Our focus on accelerating customer deliveries generated approximately $30 million of revenue and approximately $15 million of adjusted EBITDA planned for next year.”