Tech Experiences Slight Selloff, Dow Ekes +10 Points
Toll Brothers Beats on Earnings and Sales
Luxury homebuilder Toll Brothers TOL outpaced expectations on both top and bottom lines in its fiscal Q3 earnings report released after the closing bell today. Earnings of $3.73 per share surpassed the $3.59 in the Zacks consensus, on $2.88 billion in revenues, improving over the $2.85 billion analysts were projecting. This is the company's fourth earnings beat in the last five quarters.Adjust Gross Margins matched the previous month at +27.5%, while orders came in lower than expected: -4% versus expectations of flat. The average home sold by Toll Brothers in the quarter came to $974K, slightly below what analysts were thinking. As such, shares are down -2% in late trading, though the stock had risen roughly +30% since May.
What to Expect from the Stock Market Wednesday
We're expecting as big morning of retail earnings reports tomorrow morning. Target TGT, The TJX Stores TJX, Lowe's LOW and Estee Lauder EL — all Zacks Rank #3 (Hold) stocks ahead of earnings — expect a wide array of results ahead of the open: Target -18.7% on earnings year over year, TJX +5%, Lowe's +3.2% and Estee Lauder -87.5% on its year-over-year bottom line.We take a break from major economic reports during early trading Wednesday. At 2pm ET, the minutes from the latest Federal Open Market Committee (FOMC), where the Fed kept rates steady at 4.25-4.50% for the fifth-straight meeting, come out. This was the first time in more than 30 years that more than one voting Fed member dissented. In July's case, Fed Governors Chris Waller and Michelle Bowman, both appointees of President Trump, voted for a 25 basis point (bps) cut.Questions or comments about this article and/or author? Click here>>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Target Corporation (TGT) : Free Stock Analysis Report
The TJX Companies, Inc. (TJX) : Free Stock Analysis Report
Lowe's Companies, Inc. (LOW) : Free Stock Analysis Report
The Home Depot, Inc. (HD) : Free Stock Analysis Report
The Estee Lauder Companies Inc. (EL) : Free Stock Analysis Report
Toll Brothers Inc. (TOL) : Free Stock Analysis Report
Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Business Wire
3 minutes ago
- Business Wire
Datavault AI Q2 2025 Recognized Revenue of $1.7M, Reflecting 467% Year-Over-Year Growth and Booked a $2.5M Licensing Deal with Nyiax
BEAVERTON, Ore.--(BUSINESS WIRE)-- Datavault AI Inc. (Nasdaq: DVLT), a leader in AI-powered data monetization and exchange solutions, today reported strong financial performance for the second quarter ended June 30, 2025. Recognized revenue rose to $1.7 million, up significantly from $0.3 million in Q2 2024—a 467% year-over-year increase—while also achieving 176% sequential quarterly growth. This robust expansion underscores the company's accelerating momentum in intellectual property commercialization and strategic partnerships as it unifies CompuSystems, API Media, ADIO, and Datavault technologies and their respective businesses under one operation. Furthermore, Datavault AI secured $2.5 million in patent licensing bookings not included in Q2 results, stemming from its cross-licensing agreement with Nyiax Inc. This agreement provides critical access to the NASDAQ financial framework, fostering the launch of three token exchanges, which are expected to be recognized in future periods and further bolster revenue visibility. The license will be paid in Nyiax stock to strengthen the partnership between the companies. These strategic achievements in the second quarter of 2025 underscore the operational and financial momentum under the new leadership team. Since January 7, 2025, Datavault AI has executed on the integration of Datavault Holdings, WiSA, CSI, and partnerships with IBM Watsonx, Nyiax, GFT Rewards, and Turner Global Media. These initiatives are driving revenue acceleration toward a $25 million run rate by year-end and positioning the company for a $40–$50 million revenue target in 2026. Seminal Event in the United States Regulatory Environment and the Role of Intellectual Property Expansion at Datavault AI On July 21, the company announced Genius Act Signed into Law Validating Growing Datavault AI Patent Portfolio. Top U.S. Banks have been identified as patent infringers by third-party legal counsel involving the Datavault AI patented exchange and Web 3.0 technologies, which are designed to monetize data, real-world assets, and precious earth elements. An extensive financial and technological expert review has been conducted, along with detailed claim charts. The company has retained top-tier IP litigation funding and counsel, Fish Richardson LLP, to pursue licensing settlements or initiate litigation-based licensing activities immediately. Key holdings and claims include secure data monetization, AI-driven valuation, and acoustic innovations for defense and consumer applications, fostering trust through Web 3.0 anchoring, scalability, and cyber-secure compliance in high-stakes sectors like defense, biotech, and finance. This aligns with Datavault AI's strategic plan, as evidenced by press releases announcing partnerships (e.g., with Burke Products for defense applications on July 22, 2025; IBM Partner Plus integration on March 2025; and FEC approval for political campaigns on December 21, 2022), market expansions (e.g., Elements Exchange for tokenized real-world assets on July 17, 2025), and revenue projections (e.g., $50M target by 2026 via tokenized RWAs). Datavault AI's expanding intellectual property (IP) portfolio now includes 72 patent assets (30 issued, 10 allowed, 32+ pending), 14 issued trademarks, 11 allowed trademarks, and 3 pending trademarks. Strategic Initiatives for Q3 2025 Launch new International Elements Exchange, International NIL Exchange, and American Politics Exchange, leveraging Datavault's Web3 infrastructure and high-performance computing backbone. Advance commercialization of IBM-powered AI agents within Datavault's platform. Complete 2025 strategic acquisitions in Acoustic and Data divisions, expanding core growth markets. Execute plans for supercomputing and AI development strategy to support long-term scale. Provide update on API Media integration, revenue impact and next steps, following selection by a leading event company for acquisition based on technological, market and timing advantages assembled by management. Q2 Highlights Datavault AI Debuts Enterprise Commercialization for AI Agents Built With IBM for AI-Powered Data Monetization The Carbon Credit Tokenization Patent, issued Friday June 20th, Pioneers a Scalable, Stablecoin AI-Driven Blockchain Platform for Generating, Trading, and Monetizing Carbon Credits Strategic Licensing Agreement with GFT Rewards for ADIO-Enabled Mobile Rewards NFL Alumni Health Taps Datavault AI's ADIO® for Health-Focused and Interactive Web 3.0 Activations Acquisition Activity and Systems Integrations Completed integration of WiSA's wireless audio IP into Datavault's data monetization platform, extending opportunities in audio, NFT, and media verticals. Completed integration of CompuSystems event registration and data system with Datavault AI's systems. Completed Integration of ADIO into the NYAIX Marketing Management System. Finalized API Media Acquisition Plan and Integration Schedule. Strategic Financing & Growth Fuel The company believes revenue growth and increased cash flows from sales of licensed technologies, product lines, and acquired revenue streams, with a focus on annual recurring revenues and automated transactional revenues on our patented Information Data Exchange technology stack, will drive sustainable growth as it moves toward optimized break-even points. Management Commentary 'These achievements reflect our focused execution on integrating acquisitions, innovating with partners like IBM, and scaling revenue in the booming AI data economy,' said Nate Bradley, CEO of Datavault AI. 'With new funding secured, a strengthened IP portfolio, and multiple platform launches ahead, we are on track to achieve a $25M run rate this year and deliver on our $40M-$50M revenue target in 2026.' Investor Conference Call on August 20, 2025 Datavault will host an investor call to review business progress and discuss its key strategic priorities: Date: Wednesday, August 20, 2025 Time: 9:00 AM ET Webcast & Presentation: Dial-in: 1-833-366-1124 (US), 1-412-317-0702 (Intl) Replay Available: Webcast replay will be available approximately one hour after the end of the call and will be available for 90 days, at the above webcast link. A telephonic replay will be available through August 26, 2025, and may be accessed by calling 1-877-344-7529 (US) or 1-412-317-0088 (Intl) and using access code 3269980. About Datavault AI Datavault AI™ (Nasdaq: DVLT) is leading the way in AI driven data experiences, valuation and monetization of assets in the Web 3.0 environment. The company's cloud-based platform provides comprehensive solutions with a collaborative focus in its Acoustic Science and Data Science Divisions. Datavault AI's Acoustic Science Division features WiSA®, ADIO® and Sumerian® patented technologies and industry-first foundational spatial and multichannel wireless HD sound transmission technologies with IP covering audio timing, synchronization and multi-channel interference cancellation. The Data Science Division leverages the power of Web 3.0 and high-performance computing to provide solutions for experiential data perception, valuation and secure monetization. Datavault AI's cloud-based platform provides comprehensive solutions serving multiple industries, including HPC software licensing for sports & entertainment, events & venues, biotech, education, fintech, real estate, healthcare, energy and more. The Information Data Exchange® (IDE) enables Digital Twins, licensing of name, image and likeness (NIL) by securely attaching physical real-world objects to immutable metadata objects, fostering responsible AI with integrity. Datavault AI's technology suite is completely customizable and offers AI and Machine Learning (ML) automation, third-party integration, detailed analytics and data, marketing automation and advertising monitoring. The company is headquartered in Beaverton, OR. Learn more about Datavault AI at Forward-Looking Statements This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, and other securities laws. Words such as "expect," "will," "anticipates," "continues" and variations of such words and similar future or conditional expressions are intended to identify forward-looking statements. Such forward-looking statements, including statements herein regarding our business opportunities and prospects, strategy, future revenue expectations, licensing initiatives, patent initiatives as well as the successful implementation of the patented technologies, are necessarily based upon estimates and assumptions that, while considered reasonable by us and our management, are inherently uncertain. Readers are cautioned not to place undue reliance on these forward-looking statements. Actual results may differ materially from those indicated by these forward-looking statements as a result of various risks and uncertainties including, but not limited to, the following: our ability to successfully utilize all intellectual property that has been issued and granted Notices of Allowance; risks regarding our ability to utilize the assets we acquire to successfully grow our market share; risks regarding our ability to open up new revenue streams as a result of the various patents mentioned in this press release; our current liquidity position and the need to obtain additional financing to support ongoing operations; general market, economic and other conditions; our ability to continue as a going concern; our ability to maintain the listing of our common stock on Nasdaq; our ability to manage costs and execute on our operational and budget plans; our ability to achieve our financial goals; the degree to which our licensees implement our technologies into their products, if at all; the timeline to any such implementation; risks related to technology innovation and intellectual property, and other risks as more fully described in our filings with the U.S. Securities and Exchange Commission. The information in this press release is provided only as of the date of this press release, and we undertake no obligation to update any forward-looking statements contained in this communication based on new information, future events, or otherwise, except as required by law.


CNBC
5 minutes ago
- CNBC
Citi double upgrades this Brazilian financial firm, sees potential earnings acceleration ahead
A possible improvement in earnings performance could send shares of Nu Holdings higher over the coming months, according to Citi. The firm double upgraded the Brazil-based financial firm to buy from sell and doubled its price target to $18 from $9, which implies more than 37% upside from Tuesday's close. "Despite concerns on the macroeconomic environment (which we think is performing better than expected), we see the recent quarters as a testament to the bank's ability to not only navigate well but also accelerate in key portfolios while maintaining good asset quality," analyst Gustavo Schroden wrote. "We see the earnings momentum as [likely] to accelerate, not only given Brazil and [total payment volume] dynamics but also given tailwinds from Mexico and Colombia and efficiency aiding ROE." Schroden noted that the company has kept a "strong" pace of credit origination in portfolios such as the interest-earning component and credit cards in particular, highlighting the fact that it's been able to keep its asset quality "under control." An acceleration in total payment volumes could mean more opportunities for cross-selling across the company's product portfolios, the analyst said. Additionally, the company could see a boost from its operations in Mexico specifically. "Mexican operations continue to ramp up, with solid developments in terms of deposits and loans," he said. "The currently low [loan-to-deposit ratio] suggests room to increase leverage and contribute positively to results eventually." Most of the analysts on Wall Street covering Nu Holdings are bullish, with 10 out of 17 having a strong buy or buy rating, per LSEG data. On the flip side, five analysts have taken a neutral view with a holding rating. Shares have had a solid year, gaining more than 26% in 2025. That's almost three times the gains of the S & P 500 in the same timeframe. The stock also rose about 2% in premarket trading Wednesday.
Yahoo
8 minutes ago
- Yahoo
Should You Buy, Sell or Hold ZIM Stock Ahead of Q2 Earnings?
ZIM Integrated Shipping Services ZIM is set to report second-quarter 2025 results on Aug. 20, before the market opens. The EPS estimate for the to-be-reported quarter has been revised 42.9% upward to $1.50 per share over the past 60 days. The bottom-line projection indicates a year-over-year decline of 51.3%. The Zacks Consensus Estimate for quarterly revenues, currently pegged at $1.77 billion, suggests a year-over-year decrease of 8.5%. Image Source: Zacks Investment Research For 2025, the Zacks Consensus Estimate for ZIM's revenues is pegged at $7.01 billion, implying a contraction of 16.8% year over year. The consensus mark for 2025 EPS is pegged at $2.83, implying a decline of 84.1% year over year. In the trailing four quarters, this shipping company surpassed EPS estimates on each of the four quarters, with the average earnings surprise being 34.5%. ZIM Integrated Shipping Services Price and EPS Surprise ZIM Integrated Shipping Services price-eps-surprise | ZIM Integrated Shipping Services Quote Q2 Earnings Whispers for ZIM Stock Our proven model does not predict an earnings beat for ZIM this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. ZIM has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Factors Shaping ZIM's Q2 Results We expect the company's bottom-line performance to have been hit by escalated voyage operating costs. High labor costs are also likely to have been a spoilsport. Geopolitical risks pose operational challenges and might hurt results. An update on the tariff concerns is expected on the second-quarter conference call. On a brighter note, continued fleet expansion initiatives are likely to have driven the company's performance. Reduced container availability due to Red Sea tensions is expected to have raised freight costs. This is anticipated to have aided the quarterly performance of ZIM, which provides services to East Mediterranean and Israeli ports. Revenues and carried volumes are expected to have surged due to the disruptions. Lower capacity is anticipated to have boosted earnings. We expect an update from the management on the recent reports that CEO Eli Glickman is collaborating with shipping magnate Rami Unger to potentially acquire all of ZIM's shares. ZIM's Price Performance & Stock Valuation Over the past year, shares of ZIM have lost 26.7%, marginally outperforming the Zacks Transportation - Shipping industry but underperforming the Zacks Transportation sector. ZIM has performed better than fellow industry player Seanergy Maritime Holdings SHIP but lagged Frontline FRO in the same timeframe. Image Source: Zacks Investment Research One-Year Price Performance From a valuation perspective, ZIM is trading relatively cheap. Going by its price/sales ratio, the company is trading at a forward sales multiple of 0.30, way below the industry's 2.09. The company has a Value Score of A. ZIM's reading is lower than that of other shipping players like Frontline and Seanergy Maritime Holdings. While Frontline has a Value Score of B, Seanergy Maritime Holdings has a Value Score of A. Image Source: Zacks Investment Research Here's How to Play ZIM Stock Pre-Q2 Earnings Agreed that ZIM has quite a few factors working in its favor, including its shareholder-friendly approach and attractive valuation. However, the ongoing trade tension does not bode well for ZIM, as the company has significant exposure to both China and the United States. The shipping industry, of which ZIM is an integral part, is being hit by the ongoing trade tensions globally. The industry is responsible for a high majority of goods involved in world trade. Trade-related tensions have the potential to slow down goods transportation. Agreed that tariff woes are showing signs of easing, but in the absence of long-term trade deals, the scenario continues to be uncertain. We can safely conclude that investors should refrain from rushing to buy ZIM, which is facing quite a few challenges, ahead of its earnings release on Aug. 20. Instead, they should monitor the developments of the stock closely for a more appropriate entry point, as an erroneous and hasty decision could affect portfolio gains. ZIM's current Zacks Rank supports our thesis. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Frontline PLC (FRO) : Free Stock Analysis Report Seanergy Maritime Holdings Corp (SHIP) : Free Stock Analysis Report ZIM Integrated Shipping Services Ltd. (ZIM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research