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Yahoo
07-08-2025
- Business
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Is Boeing Stock a Buy, Sell, or Hold for August 2025?
After facing a crisis for years now, Boeing (BA) appears to be finding its footing again. While the deadly Boeing 787 Dreamliner crash in June brought intense public scrutiny, early findings suggest the company likely wasn't to blame, offering a sigh of relief to BA stock investors. And even though speculations are still running wild around the plane crash, Boeing's latest earnings report provided a much-needed dose of optimism. The company showcased solid topline growth and a sharp reduction in losses, thanks in large part to a surge in commercial aircraft deliveries. For the quarter ended June 30, Boeing delivered 150 airplanes, the highest number for a second quarter since 2018, which also was the last year Boeing turned an annual profit. This rebound in deliveries is a positive signal that Boeing's core business is gaining momentum after years of disruption from regulatory and supply-chain challenges. More News from Barchart Supermicro's Earnings Selloff Explained: Should You Buy SMCI Stock Now? Amazon's $36M Bet on Quantum Computing: What Investors Need to Know AMD Stock Slips After Q2 Earnings, But Here's Why It's a Buying Opportunity Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! On the leadership front, CEO Kelly Ortberg acknowledged that transformation doesn't happen overnight, but progress is already starting to take hold across the company. In fact, the CEO appears confident that if Boeing keeps its focus on safety, quality, and stability, 2025 could finally mark the long-awaited 'turnaround year' for the company. So, with leadership setting sights on a comeback this year, would it be wise to bet on BA stock now? About Boeing Stock Boeing remains one of the most recognized names in aviation, with well-known aircraft like the 737 MAX, 787 Dreamliner, and the upcoming 777X forming the core of its commercial lineup. The company also maintains a strong presence in defense and space, contributing military aircraft, satellite systems, and launch technology. With a market capitalization of approximately $170 billion, the Virginia-based company remains a pivotal player in the global aerospace industry. Despite being in the spotlight for all the wrong reasons, Boeing continues to play a central role in major global developments. Japan's recent agreement to purchase 100 Boeing aircraft as part of a new trade agreement with the U.S underscores its enduring strategic importance in U.S. trade diplomacy. At the same time, Air India's move to secure a $200 million loan for Boeing 777s shows that demand for the firm's aircraft hasn't lost altitude, even amid ongoing scrutiny. So far in 2025, Boeing shares have been flying high, outpacing the broader market with a gain of 27%, well ahead of the S&P 500 Index's ($SPX) 8% return over the same period. BA stock even reached cruising altitude with a fresh 52-week high of $242.69 on July 29, before experiencing some turbulence with a pullback since that peak. Even with the dip, Boeing's strong year-to-date (YTD) performance signals renewed investor confidence amid ongoing headlines. A Look Inside Boeing's Q2 Results Boeing dropped its fiscal 2025 second-quarter earnings report on July 29, and it was a clear beat on both the top and bottom lines. Revenue for the quarter surged 35% year-over-year (YOY) to $22.7 billion, easily outpacing Wall Street's estimate of $21.8 billion, driven by a sharp uptick in commercial deliveries. The company handed over 150 airplanes during the quarter, a hefty 63% jump from the same period last year, underscoring strong demand and operational momentum. Boeing also showed solid progress on the bottom line. The company trimmed its GAAP net loss to $612 million, a sharp improvement from the $1.4 billion loss posted in the same quarter last year. Adjusted earnings told a similar story, coming in at a loss of $1.24 per share, far better than the $2.90 loss per share reported in Q2 of fiscal 2024. The figure also breezed past analyst expectations by a solid 19.5% margin. Digging further into the results, Boeing's Commercial Airplanes segment stole the show with revenue skyrocketing a remarkable 81% to $10.9 billion. The division secured 455 net orders, driven by major wins, including Qatar Airways' purchase of the 787 and 777-9, as well as British Airways' order for the 787-10, which signals strong global demand. The Defense, Space & Security segment also held its ground, posting a 10% YOY revenue increase to $6.6 billion. Meanwhile, Global Services kept the upward trend going, with revenue climbing 8% to $5.3 billion. The unit, which supports both commercial and military clients with parts, maintenance, and training, continues to play a crucial role in Boeing's diversified growth strategy. Rounding out the quarter, Boeing's total company backlog climbed to a towering $619 billion, up from $521 billion at the end of 2024. The bulk of that strength came from its commercial division, which now boasts over 5,900 airplane orders in the pipeline, offering a solid runway for future growth. While reflecting on the Q2 performance, CEO Kelly Ortberg highlighted that the company's deep-rooted changes to improve safety and quality are starting to show results, with more stable operations and better-performing products reaching customers. As the year progresses, the CEO is emphasizing Boeing's focus on rebuilding trust and driving its recovery forward, all while adapting to an increasingly dynamic global backdrop. What Do Analysts Think About Boeing Stock? Wall Street's conviction in Boeing's comeback story is strengthening, as analysts grow increasingly bullish on the aerospace giant's momentum. For instance, Bank of America raised its price target on Boeing to $270 and reaffirmed its 'Buy' rating, citing the company's growing role in U.S. trade diplomacy under President Donald Trump. The firm expects further global orders and noted that Boeing's Q2 results were among its 'cleanest' in years, with strong earnings and free cash flow. Meanwhile, Susquehanna also struck a bullish tone, raising its price target on Boeing to $270 from $265 while maintaining a "Positive" rating. The firm believes Boeing's Q2 performance is a key milestone in a vital turnaround year, driven largely by momentum in the Commercial Airplanes segment. Boeing continues to win over Wall Street, earning a consensus 'Strong Buy' rating as analysts grow increasingly confident in the company's rebound and long-term prospects. Of the 26 analysts offering recommendations, a majority of 20 analysts advise a 'Strong Buy,' two suggest a 'Moderate Buy,' and the remaining four maintain a 'Hold.' BA stock's average analyst price target of $254 suggests 13% potential upside from current levels. However, the Street-high target of $287 implies that shares can rally as much as 27% from current price levels. Final Thoughts With Boeing calling 2025 its turnaround year and backing it up with one of its strongest quarters in recent memory, Wall Street's confidence is starting to soar. While headline risks still hover, the company's improving fundamentals, booming aircraft deliveries, and growing analyst support paint a promising picture. Even more promising is Boeing's expanding role in U.S. trade negotiations, which could pave the way for a surge in global orders, similar to the deal recently struck with Japan. With multiple tailwinds now blowing in its favor, BA stock might just be worth a closer look for investors eyeing a rebound play. On the date of publication, Anushka Mukherji did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Yahoo
07-08-2025
- Business
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Airbnb Tops Q2 Estimates, But Here's Why ABNB Stock Isn't a Buy
Airbnb's (ABNB) second-quarter results released on Aug. 6 exceeded expectations as travel demand remained resilient and the company saw a notable uptick in the number of nights booked. Yet, the market responded negatively, sending ABNB stock down more than 7% in early trading today. The pullback was driven by an expected slowdown in the company's growth in the second half of 2025. Airbnb Delivers Strong Q2 Performance Airbnb, the popular platform for booking homestays, experiences, and services, reported $3.1 billion in revenue, a 13% increase from the same time last year. The company also boosted its profitability, earning $1 billion in adjusted EBITDA with a 34% margin, up from 32.5% a year ago. Net income rose to $642 million, or $1.03 per share, beating analyst expectations. Airbnb saw strong double-digit growth in net income during the second quarter, which helped boost its cash flow. ABNB reported $1 billion in free cash flow for Q2. More News from Barchart Supermicro's Earnings Selloff Explained: Should You Buy SMCI Stock Now? Amazon's $36M Bet on Quantum Computing: What Investors Need to Know AMD Stock Slips After Q2 Earnings, But Here's Why It's a Buying Opportunity Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! From the regional standpoint, Latin America led the charge with high-teens growth. It was followed by Asia Pacific in the mid-teens. At the same time, ABNB's operations in Europe, the Middle East, and Africa (EMEA) marked mid-single digit growth, while North America lagged with low-single-digit growth. Overall, Airbnb recorded 134 million nights and experiences booked during the quarter, up 7% compared to the same period last year. What continues to work in Airbnb's favor is its focus on enhancing its core business. Operational improvements across areas like checkout, guest messaging, and payment flexibility supported revenue growth. The company is also leaning into AI to improve customer service, expanding its AI-powered agent to cover all U.S. users, leading to a 15% reduction in the need for human support. Airbnb's international expansion strategy is gaining traction. Bookings in its newer markets have consistently grown at about double the pace of its core regions for six consecutive quarters. This reflects its efforts to tailor offerings to local markets, boost brand visibility, and attract more traffic. The company is also laying the groundwork for longer-term growth through new services. In May, Airbnb expanded its platform beyond lodging with the launch of services and experiences. Although still early, Airbnb reported positive feedback and strong interest from hosts. Notably, this move can help better monetize the traffic it receives on its platform. Here's Why Airbnb Stock Isn't a Buy However, even with these tailwinds, the outlook is what raises concern. Management warned that year-over-year comparisons will get 'tougher' in the back half of 2025, potentially weighing on growth rates. For Q3, the company expects revenue between $4.02 billion and $4.1 billion, representing growth of 8% to 10%. Nights and experiences booked are expected to grow at a pace similar to Q2, with modest increases in average daily rates (ADR), primarily due to currency effects. Profitability is expected to remain solid, with Q3 adjusted EBITDA projected to exceed $2 billion. However, margins will likely be lower than last year due to investments in future growth and regulatory initiatives, a trend expected to persist into Q4. Despite solid fundamentals, Airbnb stock has lagged behind the broader market this year. Its stock is trading in the red. In comparison, the S&P 500 Index ($SPX) has jumped 8.5% year-to-date. With management signaling a growth deceleration and margin pressure, the stock's near-term upside appears limited. Wall Street analysts are largely cautious, with a consensus rating of 'Hold.' The Bottom Line Airbnb is a profitable and growing company with strong fundamentals and plenty of long-term potential. Travel demand is steady, new services are gaining momentum, and international expansion is proving effective. However, with growth expected to slow in the coming quarters and the stock already underperforming, now may not be the best time to jump in. On the date of publication, Amit Singh did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Yahoo
07-08-2025
- Business
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Mastercard Stock: Analyst Estimates & Ratings
Mastercard Incorporated (MA), headquartered in Purchase, New York, provides transaction processing and other payment-related products and services. Valued at $516.1 billion by market cap, the company offers payment processing services for credit and debit cards, electronic cash, automated teller machines, and travelers' checks. Shares of this payments giant have outperformed the broader market over the past year. MA has gained 27% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 21.1%. In 2025, MA stock is up 8.1%, surpassing SPX's 7.9% rise on a YTD basis. More News from Barchart Supermicro's Earnings Selloff Explained: Should You Buy SMCI Stock Now? Amazon's $36M Bet on Quantum Computing: What Investors Need to Know AMD Stock Slips After Q2 Earnings, But Here's Why It's a Buying Opportunity Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Zooming in further, MA's outperformance looks less pronounced compared to the Amplify Digital Payments ETF (IPAY). The exchange-traded fund has gained about 25.6% over the past year. Moreover, MA's gains on a YTD basis outshine the ETF's 1.3% losses over the same time frame. Mastercard's outperformance is driven by its strategic integration of stablecoins, including USDG, USDC, PYUSD, and FIUSD, through its partnership with Paxos's Global Dollar Network. The company is also expanding its digital wallet capabilities with integrations like MetaMask, OKX, and and enabling card-based spending via its Multi-Token Network and Mastercard Move settlement platform across 150 million merchants. On Jul. 31, MA shares closed up more than 1% after reporting its Q2 results. Its adjusted EPS of $4.15 exceeded Wall Street's expectations of $4.05. The company's revenue was $8.1 billion, topping Wall Street forecasts of $8 billion. For the current fiscal year, ending in December, analysts expect MA's EPS to grow 11.6% to $16.29 on a diluted basis. The company's earnings surprise history is impressive. It beat the consensus estimate in each of the last four quarters. Among the 37 analysts covering MA stock, the consensus is a 'Strong Buy.' That's based on 27 'Strong Buy' ratings, four 'Moderate Buys,' and six 'Holds.' This configuration is more bullish than a month ago, with 25 analysts suggesting a 'Strong Buy.' On Aug. 1, JPMorgan Chase & Co. (JPM) analyst Tien Tsin Huang maintained a 'Buy' rating on MA and set a price target of $463. The mean price target of $643.42 represents a 13.1% premium to MA's current price levels. The Street-high price target of $690 suggests an upside potential of 21.2%. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
07-08-2025
- Business
- Yahoo
SoFi Stock Has Lost Momentum. Should You Buy the Weakness or Stay on the Sidelines?
While SoFi stock (SOFI) is still up 44.5% for the year, it is down 11.4% from its recent highs. The stock had rallied following its Q2 2025 earnings release last month and soared to a multi-year high of $25.11. SoFi has, however, since lost momentum. In this article, we'll examine whether it makes sense to buy the dip or if investors should wait for a better price level. Let's begin by looking at SoFi's Q2 earnings. SoFi Reported Strong Q2 Earnings SoFi reported a stellar set of numbers in the second quarter. Its adjusted revenues rose 44% year-over-year to $858.2 million, which easily surpassed the $804.2 million that analysts were expecting. It was the highest percentage growth rate in two years, and that too off a higher base. The adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) rose 81% YoY to $249 million, significantly ahead of the $208.5 million that analysts had modeled. More News from Barchart Supermicro's Earnings Selloff Explained: Should You Buy SMCI Stock Now? Amazon's $36M Bet on Quantum Computing: What Investors Need to Know AMD Stock Slips After Q2 Earnings, But Here's Why It's a Buying Opportunity Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! SoFi Hit Several Records in Q2 The company's members rose 34% YoY to 11.7 million as it added a record 850,000 members in the quarter. The company hit several records in the quarter, but here are a few notable ones. Loan originations rose to a record $8.8 billion: Specifically, personal loan originations rose by 66% YoY while the corresponding increase in student loan and home loan originations was 35% and 92%, respectively. Importantly, the company's lending business is growing with improving credit metrics, and the Q2 annual charge-off rate in personal loans fell to 2.83% as compared to 3.31% in Q1. Moreover, the on-balance-sheet 90-day delinquency rate for personal loans declined for the fifth consecutive quarter, coming in at 0.42% in Q2. Fee-based revenue rose 72% YoY to $377.5 million: The company's loan platform business generated $2.4 billion in loans on behalf of third parties in Q2. It is a high margin, low risk business for SoFi running at an annualized originations of over $9.5 billion with an annual revenue run rate in excess of half a billion dollars. SoFi's total fee-based revenue has reached an annualized rate of $1.5 billion, which is quite encouraging. After the Q2 earnings beat, SoFi raised its annual revenue and profit guidance. I would agree that it was an 'exceptional second quarter' for SoFi, as CEO Anthony Noto said in his prepared remarks. SoFi Stock Forecast After SoFi's Q2 earnings release, several brokerages, including Barclays, Morgan Stanley, Needham, and Mizuho, raised their target prices. However, while analysts have gradually raised their target prices, SoFi stock has invariably been trading above what the average sell-side analyst believes it is worth. The stock has a consensus rating of 'Hold' from the 23 analysts as polled by Barchart. Sell-side sentiment toward SoFi hasn't changed much, and last week Redburn Atlantic initiated coverage on the stock with a 'Neutral' rating and $20.50 target price. As I have stated before, the breaking point between sell-side analysts and SoFi is the company's valuations, which are arguably higher than a traditional bank. However, the multiples should be seen in the light of its unique business, which is a blend of a bank and a tech company. As Noto said in an interview with CNBC, SoFi is seeing the 'growth of a technology company and the profitability of a financial company.' What Could Drive SoFi's Growth? I believe SoFi should command a premium over financial companies, given the mix of its business. Having the banking charter helps SoFi gain access to low-cost member deposits and lowers its reliance on high-cost wholesale borrowing. It also has a tech and financial services business, which is fee-based. Importantly, since the Financial Services and Technology Platform segment is growing at a faster pace than the lending business, its share in SoFi's revenue mix has been rising and reached 55% in Q2. A growing percentage of fee-based revenues bodes well for SoFi's valuations. The expected fall in interest rates could be a tailwind for SoFi's home loan refinance business, as 3 million of its members have a home loan with another institution, and SoFi could target them for refinancing as interest rates fall further. SoFi has also been signing up institutional clients, among others, for co-branded debit cards. Between Q1 2025 and Q1 2026, the company expects 10 such clients, which would mean incremental revenues next year. Crypto trading could be yet another growth driver for SoFi next year. SoFi's Valuations Are Not Exorbitant SoFi expected optimism over meeting its 2026 EPS forecast of $0.55 to $0.80 in 2026. At the midpoint of that guidance, we get a 2026 price-earnings (P/E) multiple of 31.8x. The multiple would fall to 26.8x if SoFi were to hit the top end of its guidance. Those who have been following SoFi for a while will agree that the company ends up beating its guidance quite often, and I don't have a reason to believe that 2026 will be any different. While SoFi's valuations don't appear mouthwatering here, they are not exorbitant eitheṛ Overall, given the kind of growth engine SoFi has been despite the higher base, I am comfortable holding the shares at these levels even as they might have hit a short-term peak. As for adding more, I would like to wait a bit. On the date of publication, Mohit Oberoi had a position in: SOFI. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
07-08-2025
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Stocks Rally on Positive Tariff News ad Rate Cut Hopes
The S&P 500 Index ($SPX) (SPY) today is up +0.48%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.39%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.71%. September E-mini S&P futures (ESU25) are up +0.53%, and September E-mini Nasdaq futures (NQU25) are up +0.79%. Stock indexes are moving higher today, led by strength in technology stocks, after President Trump announced late Wednesday that companies would be eligible for exemptions from his proposed 100% tariff on chip imports if they demonstrate a commitment to building their products in the US. Market sentiment also improved on an easing of geopolitical risks after the Russian government confirmed that Presidents Putin and Trump will meet for summit talks on ending the war in Ukraine in the next few days. More News from Barchart Supermicro's Earnings Selloff Explained: Should You Buy SMCI Stock Now? Amazon's $36M Bet on Quantum Computing: What Investors Need to Know AMD Stock Slips After Q2 Earnings, But Here's Why It's a Buying Opportunity Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Speculation that weaker-than-expected US economic news will push the Fed to lower interest rates as soon as next month is also supporting stocks. Late Wednesday, San Francisco Fed President Mary Daly said, "The labor market has softened, and I would see additional slowing as unwelcome. All this means that the Fed will likely need to adjust monetary policy in the coming months." The chances of a Fed rate cut at the September FOMC meeting rose to 92% from 40% last Friday. Today's weekly news on jobless claims shows some weakness in the labor market, which may push the Fed to cut interest rates sooner rather than later. US weekly initial unemployment claims rose +7,000 to 226,000, showing a weaker labor market than expectations of 222,000. Weekly continuing claims rose +38,000 to a 3.75-year high of 1.974 million, higher than expectations of 1.950 million, a sign that those currently unemployed are finding it longer to secure new employment. US Q2 nonfarm productivity rose +2.4%, higher than expectations of +2.0%. Q2 unit labor costs rose +1.6%, slightly stronger than expectations of +1.5%. Chinese trade news was better than expected, a supportive factor for global economic growth. China Jul exports rose +7.2% y/y, stronger than expectations of +5.6% y/y. Also, China's Jul imports unexpectedly rose +4.1% y/y, the most in a year and stronger than expectations of a -1.0% y/y decline. In recent tariff news, President Trump announced Wednesday that he will impose a 100% tariff on semiconductor imports. Still, companies would be eligible for exemptions if they demonstrate a commitment to building their products in the US. However, the US will levy a separate tax on imports of electronic products that employ semiconductors. Also, President Trump announced Wednesday that he will double tariffs on US imports from India to 50% from the current 25% tariff, due to India's purchases of Russian oil. On Tuesday, Mr. Trump said that US tariffs on pharmaceutical imports would be announced "within the next week or so." Last Thursday, President Trump raised tariffs on some Canadian goods to 35% from 25% and announced a 10% global minimum, along with tariffs of 15% or higher for countries with trade surpluses with the US, effective today. According to Bloomberg Economics, the average US tariff will rise to 15.2% if rates are implemented as announced, up from 13.3% earlier, and significantly higher than the 2.3% in 2024 before the tariffs were announced. Federal funds futures prices are discounting the chances for a -25 bp rate cut at 91% at the September 16-17 FOMC meeting and 66% at the following meeting on October 28-29. Q2 earnings reports released thus far suggest that S&P 500 earnings are on track to rise +9.1% for the second quarter, much better than the pre-season expectations of +2.8% y/y and the most in four years, according to Bloomberg Intelligence. With over 67% of S&P 500 firms having reported Q2 earnings, around 83% exceeded profit estimates. Overseas stock markets today are higher. The Euro Stoxx 50 is up sharply +1.57%. China's Shanghai Composite climbed to a 10-month high and closed up +0.16%. Japan's Nikkei Stock 225 rose to a 1.5-week high and closed up +0.65%. Interest Rates September 10-year T-notes (ZNU25) today are down by -1 tick. The 10-year T-note yield is up +0.3 bp to 4.229%. T-notes are slightly lower today due to the strength in stocks. Also, supply pressures are undercutting T-notes ahead of today's $25 billion Treasury auction of 30-year T-bonds that will conclude this week's $125 billion auctions of T-notes and T-bonds for the August quarterly refunding. Losses in T-notes are limited after weekly US jobless claims rose more than expected, a dovish factor for Fed policy. Also, dovish comments from San Francisco Fed President Mary Daly supported T-notes when she said the Fed may need to cut interest rates in the "coming months." European government bond yields today are mixed. The 10-year German bund yield is down -0.1 bp to 2.649%. The 10-year UK gilt yield is up +3.5 bp to 4.561%. German Jun industrial production fell -1.9% m/m, weaker than expectations of -0.5% m/m and the largest decline in 11 months. German trade news was better than expected as German Jun exports rose +0.8% m/m, stronger than expectations of +0.4% m/m. Also, Jun imports rose +4.2% m/m, stronger than expectations of +0.8% m/m and the largest increase in 5 months. As expected, the Bank of England (BOE) lowered the official bank rate by -25 bp to 4.00% from 4.25%. BOE Governor Andrew Bailey said, "Interest rates are still on a downward path, but any future rate cuts will need to be made gradually and carefully." Swaps are discounting the chances at 12% for a -25 bp rate cut by the ECB at the September 11 policy meeting. US Stock Movers Chip makers are climbing today after President Trump said companies that move production back to the US will be exempt from a planned 100% tariff on chip imports. Applied Materials (AMAT) is up more than +4%. Also, Advanced Micro Devices (AMD), ASML Holdings NV (ASML), and Micron Technology (MU) are up more than +3%. In addition, Lam Research (LRCX), ON Semiconductor (ON), KLA Corp (KLAC), Marvell Technology (MRVL), Microchip Technology (MCHP), and ARM Holdings Plc (ARM) are up more than +2%. Duolingo (DUOL) is up more than +31% after reporting Q2 revenue of $252.3 million, well above the consensus of $240.6 million, and raised its full-year revenue forecast to $1,01 billion-$1.02 billion from a previous forecast of $987 million-$996 million, stronger than the consensus of $996.5 million. Dutch Bros (BROS) is up more than +20% after reporting Q2 revenue of $415.8 million, above the consensus of $403.8 million, and raising its full-year revenue forecast to $1.59 billion-$1.60 billion from $1.56 billion-$1.58 billion. Celsius Holdings (CELH) is up more than +20% after reporting Q2 revenue of $739.3 million, well above the consensus of $652.4 million. Zimmer Biomet Holdings (ZBH) is up more than +10% after reporting Q2 net sales of $2.08 billion, above the consensus of $2.06 billion, and raising its full-year revenue forecast to +6.7% to +7.7% from a previous estimate of +5.7% to +8.2% APA Corp (APA) is up more than +8% after reporting Q2 adjusted EPS of 87 cents, well above the consensus of 48 cents. Datadog (DDOG) is up more than +5% after reporting Q2 adjusted EPS of 46 cents, better than the consensus of 42 cents, and raising its full-year adjusted EPS forecast to $1.80-$1.83 from a previous forecast of $1.67-$1.71, stronger than the consensus of $1.71. Sarepta Therapeutics (SRPT) is up more than +10% after reporting Q2 revenue of $611.1 million, well above the consensus of $530.1 million. DoorDash (DASH) is up more than +3% after reporting Q2 revenue of $3.28 billion, better than the consensus of $3.17 billion. Fortinet (FTNT) is down more than -26% to lead losers in the S&P 500 and Nasdaq 100 after narrowing its full-year revenue forecast to $6.68 billion-$6.83 billion from a previous forecast of $6.65 billion-$6.85 billion, the midpoint below the consensus of $6.76 billion. Crocs (CROX) is down more than -24% after forecasting Q3 adjusted operating margin of 18% to 19%, below the consensus of 23.2%. Eli Lilly (LLY) is down more than -13% after reporting patients shed 11% of their body weight in a late-stage study of its experimental weight loss pill orforglipron, below the 14% to 15% that patients lost taking the rival weight loss drug Wegovy made by Novo Nordisk A/S. Symbotic (SYM) is down more than -16% after forecasting Q4 total revenue of $590 million-$610 million, weaker than the consensus of $634.4 million. Elf Beauty (ELF) is down more than -11% after declining to give an outlook for fiscal 2026, citing a wide range of potential outcomes related to tariffs. CF Industries Holdings (CF) is down more than -10% after reporting Q2 EPS of $2.37, below the consensus of $2.51. Exact Sciences (EXAS) is down more than -9% after agreeing to pay up to $885 million to in-license a blood-based colorectal cancer test from Freenome. Earnings Reports (8/7/2025) Akamai Technologies Inc (AKAM), Alliant Energy Corp (LNT), Becton Dickinson & Co (BDX), Block Inc (XYZ), ConocoPhillips (COP), Consolidated Edison Inc (ED), Constellation Energy Corp (CEG), Datadog Inc (DDOG), Eli Lilly & Co (LLY), EOG Resources Inc (EOG), EPAM Systems Inc (EPAM), Erie Indemnity Co (ERIE), Evergy Inc (EVRG), Expedia Group Inc (EXPE), Gen Digital Inc (GEN), Gilead Sciences Inc (GILD), GoDaddy Inc (GDDY), Insulet Corp (PODD), Kenvue Inc (KVUE), Live Nation Entertainment Inc (LYV), Martin Marietta Materials Inc (MLM), Microchip Technology Inc (MCHP), Monster Beverage Corp (MNST), Motorola Solutions Inc (MSI), Parker-Hannifin Corp (PH), Ralph Lauren Corp (RL), Sempra (SRE), Solventum Corp (SOLV), Take-Two Interactive Software (TTWO), Targa Resources Corp (TRGP), Trade Desk Inc/The (TTD), Viatris Inc (VTRS), Vistra Corp (VST), Warner Bros Discovery Inc (WBD), Wynn Resorts Ltd (WYNN), Zimmer Biomet Holdings Inc (ZBH). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
