Healthcare solutions provider Solventum (NYSE:SOLV) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 3.8% year on year to $2.16 billion. Its non-GAAP profit of $1.69 per share was 16.3% above analysts’ consensus estimates.
CrowdStrike Holdings shares are trading lower Thursday as the broader cybersecurity sector reacts to disappointing sentiment following Fortinet's second-quarter earnings report.
Advertising software maker The Trade Desk (NASDAQ:TTD) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 18.7% year on year to $694 million. The company expects next quarter’s revenue to be around $717 million, close to analysts’ estimates. Its non-GAAP profit of $0.41 per share was in line with analysts’ consensus estimates.
Duolingo are trading higher Thursday after the company reports second-quarter earnings and revenue that beat expectations and raises its full-year 2025 outlook.
Web content delivery and security company Akamai (NASDAQ:AKAM) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 6.5% year on year to $1.04 billion. Guidance for next quarter’s revenue was better than expected at $1.04 billion at the midpoint, 0.6% above analysts’ estimates. Its non-GAAP profit of $1.73 per share was 13.2% above analysts’ consensus estimates.
Constellation Energy's strong earnings and strategic partnerships highlight its key role in powering the energy needs of the artificial intelligence era.
Shares of casual restaurant chain Noodles & Company (NASDAQ:NDLS)
jumped 3% in the afternoon session after the company announced a change in leadership and postponed its second-quarter earnings report. The fast-casual restaurant chain appointed Joseph D. Christina as its new President and CEO, following the resignation of Drew Madsen for personal medical reasons. In conjunction with the leadership news, the company also rescheduled its second-quarter 2025 financial results conference call, pushing it from August 6th to August 13th. The sudden executive change combined with the delayed financial update likely created uncertainty among investors. This news also followed a period where earnings per share estimates experienced several downward revisions.
Shares of gaming, betting and entertainment company Bally's Corporation (NYSE:BALY)
jumped 4.3% in the morning session after the company revealed a new front-of-shirt sponsorship deal with English Premier League club Nottingham Forest. The company's logo will feature on the men's first-team shirts for the 2025/26 season. This partnership marked a significant step for Bally's expansion into the UK market, as Nottingham Forest prepared to compete in its fourth consecutive Premier League campaign. Crucially, the club also qualified for European competition for the first time in three decades, which offered Bally's a major platform to increase its brand profile across Europe.
Shares of life sciences company Azenta (NASDAQ:AZTA) jumped 3.3% in the afternoon session after an upgrade from investment firm Raymond James, which lifted its rating to 'outperform' from 'market perform'. The investment firm set a new price target of $35.00, which indicated a potential upside of over 30% from the stock's previous price. This upgrade followed Azenta's fiscal third-quarter results. Raymond James described the report as "noisy," noting that while the company beat earnings per share forecasts, it missed on revenue. Despite the mixed results, the analysts suggested the stock had potentially reached a bottom, which prompted the more optimistic rating.
Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 3.4% in the morning session after Barclays raised its price target on the stock. The investment bank lifted its price target to $45.00 from $29.00, a significant increase of over 55%. Despite the substantial jump in the price objective, Barclays maintained its 'Equal-Weight' rating on the technology company's shares. This analyst action followed the company's disappointing fiscal fourth-quarter results from earlier in the week, where both revenue and earnings fell short of estimates.
Shares of engineered materials manufacturer Rogers (NYSE:ROG) jumped 5.3% in the afternoon session after activist investor Starboard Value disclosed it acquired a stake of more than 9% in the engineering materials company, with plans to push for changes to boost its stock value. The hedge fund's renewed interest followed a period where Rogers' stock had declined by nearly 31% year-to-date, a drop attributed to slowing demand for electric vehicles. Starboard Value previously took a significant position in 2023, which led to the appointment of two independent directors to the company's board. Investors reacted positively to the development, as the activist's involvement signaled a potential for enhanced financial performance and overshadowed a recent analyst downgrade.
Shares of vertically integrated manufacturing solutions provider Mayville Engineering Company (NYSE:MEC)
fell 7% in the afternoon session after DA Davidson lowered its price target on the stock in response to weak second-quarter results and a reduced outlook. The investment firm cut its price expectation to $18.00 from $23.00. The move followed Mayville's report of a 19.1% sales drop in the second quarter, which resulted in a net loss of $1.1 million. The manufacturer pointed to weaker demand from customers in key markets like agriculture and construction. Compounding the negative news, the company slashed its full-year financial guidance and withdrew its 2026 financial targets, citing an uncertain economic outlook.
Shares of water handling and recycling company Aris Water (NYSE:ARIS) jumped 20.7% in the afternoon session after it announced its acquisition by Western Midstream Partners for approximately $1.5 billion in cash and stock. The agreement gave Aris shareholders the option to receive either $25 in cash or 0.625 units of Western Midstream for each share held. This strategic purchase aimed to create a more integrated water management system for Western Midstream in the Delaware Basin, expanding its footprint into the New Mexico part of the Permian Basin. The companies expected the transaction to close by the end of 2025.
Shares of welding and cutting equipment manufacturer ESAB (NYSE:ESAB)
jumped 4.8% in the afternoon session after Stifel upgraded the stock to Buy from Hold, viewing the prior day's steep stock decline as a compelling buying opportunity. The upgrade followed a steep drop in the company's shares on the previous day, even after ESAB reported strong second-quarter results. Analysts at Stifel called the sell-off a "compelling entry point" for a quality company. The day before, ESAB announced record core adjusted EBITDA margins of 20.4% and raised its full-year 2025 guidance, citing robust demand. Stifel kept its $141 price target, which suggested confidence in the company's future performance despite the market's initial negative reaction.
Shares of application performance monitoring software provider Dynatrace (NYSE:DT)
fell 6.8% in the afternoon session after BMO Capital trimmed its price target on the stock, citing new customer additions that were slightly below expectations. The analyst action overshadowed the company's otherwise strong first-quarter fiscal 2026 earnings report from the previous day, where Dynatrace exceeded its own guidance. The company posted robust subscription revenue growth and achieved impressive free cash flow margins. However, BMO Capital focused on the weaker new customer numbers, a key metric for future growth. The firm lowered its price target to $62 from $63, though it maintained its Outperform rating on the shares.
Shares of cannabis company Tilray Brands (NASDAQ:TLRY)
jumped 4.9% in the afternoon session after the company announced the launch of its new Humble Seed Whole Wheat Protein Crackers, now available at Whole Foods Market. This move marked a notable expansion of the company's wellness product offerings into a major retail chain. The positive sentiment also followed other recent events. Earlier in the week, an analyst upgraded the stock to a "Buy" rating, and at the end of July, CEO Irwin D. Simon purchased 165,000 shares. This insider purchase signaled strong confidence in the company's direction.
Shares of oncology (cancer) diagnostics company NeoGenomics (NASDAQ:NEO)
jumped 4.8% in the afternoon session after news of a significant insider purchase by a key executive. The move followed the disclosure of an insider purchase by Jeffrey Sherman, the Chief Financial Officer of a company subsidiary. Sherman acquired 20,000 shares, a transaction often interpreted by investors as a strong signal of confidence in a company's prospects. This positive development appeared to outweigh the more cautious sentiment from Wall Street, where a consensus of analysts rated the stock as a "Hold." Investors seemingly focused on the executive's bullish action rather than recent negative headlines, including a law firm's investigation into the company's prior financial reporting.
Shares of solar energy systems company Shoals (NASDAQ:SHLS)
jumped 5.7% in the afternoon session after it received a key analyst upgrade from Roth/MKM following a strong second-quarter earnings report. The investment firm lifted its rating on the stock to 'Buy' from 'Neutral' and doubled its price target to $10.00. The upgrade followed Shoals’ announcement that its second-quarter revenue jumped 11.7% from the prior year to $110.8 million, while its earnings per share of $0.10 surpassed analyst forecasts. Bolstered by the results, Shoals also increased its full-year revenue guidance, pointing to a record order backlog which signaled robust demand for its solar energy products.
Shares of construction equipment company Caterpillar (NYSE:CAT)
fell 3% in the afternoon session after an analyst at Morgan Stanley downgraded the stock to "Underweight" from "Equal-weight," citing concerns over the company's valuation and weakening fundamentals. The analyst warned the stock was "priced for perfection" amid deteriorating pricing trends and margin pressures, and cut the price target to $350. This downgrade followed the company's recent second-quarter earnings report, which missed analyst expectations. In that report, Caterpillar revealed its earnings per share fell 21% from the previous year, hurt by lower revenues and higher costs. The company's operating profit margin also dropped significantly compared to the same period last year.
Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 4% in the afternoon session after several Wall Street analysts expressed confidence in the company by raising their price targets. Analysts at TD Cowen increased their price target on Dell to $125.00, while Bank of America lifted its target to $165.00 with a "buy" rating. This positive sentiment from Wall Street analysts appeared to bolster investor confidence. The company also declared a quarterly dividend of $0.525 per share. These developments occurred despite a recent mixed earnings report where earnings per share missed estimates, but revenue saw a slight year-over-year increase. Overall, the stock maintained a "Moderate Buy" consensus rating from sixteen analysts.
