Clinical research company Medpace Holdings (NASDAQ:MEDP) announced better-than-expected revenue in Q2 CY2025, with sales up 14.2% year on year to $603.3 million. The company’s full-year revenue guidance of $2.47 billion at the midpoint came in 13% above analysts’ estimates. Its GAAP profit of $3.10 per share was 3.5% above analysts’ consensus estimates.
Chip manufacturer NXP Semiconductors (NASDAQ: NXPI) announced better-than-expected revenue in Q2 CY2025, but sales fell by 6.4% year on year to $2.93 billion. Guidance for next quarter’s revenue was optimistic at $3.15 billion at the midpoint, 2.2% above analysts’ estimates. Its non-GAAP profit of $2.72 per share was 2.3% above analysts’ consensus estimates.
Cleveland-Cliffs Inc. (NYSE:CLF), the leading flat-rolled steel producer in North America, delivered a robust second-quarter earnings report that sent its shares sharply higher. The company posted stronger-than-anticipated revenue and earnings, propelled by resilient steel demand, disciplined cost management, and notable progress in strategic initiatives.
Q2 Financial Performance Surpasses Estimates
Metal packaging products manufacturer Crown Holdings (NYSE:CCK) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 3.6% year on year to $3.15 billion. Its non-GAAP profit of $2.15 per share was 14.7% above analysts’ consensus estimates.
Regional banking company ServisFirst Bancshares (NYSE:SFBS) missed Wall Street’s revenue expectations in Q2 CY2025, but sales rose 15.1% year on year to $132.1 million. Its non-GAAP profit of $1.21 per share was in line with analysts’ consensus estimates.
Commercial banking company Preferred Bank (NASDAQ:PFBC) fell short of the market’s revenue expectations in Q2 CY2025, with sales flat year on year at $69.05 million. Its non-GAAP profit of $2.52 per share was 3.7% above analysts’ consensus estimates.
Iris Energy Limited, now recognized as a formidable force in the world of digital infrastructure and cryptocurrency mining, began its journey far from the centers of global finance. Founded in Australia, the company’s evolution from a regional renewable energy developer to an international Bitcoin mining powerhouse is a testament
Regional banking company Zions Bancorporation (NASDAQ:ZION) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 8% year on year to $838 million. Its non-GAAP profit of $1.58 per share was 20.9% above analysts’ consensus estimates.
In a resounding demonstration of industry leadership and operational agility, IREN Limited (NASDAQ:IREN) has reported a record-shattering surge in revenue, propelled by explosive growth in both cryptocurrency mining and artificial intelligence infrastructure services. The company’s latest financial disclosures have stunned analysts and signaled a new era for digital
Specialty insurance provider RLI (NYSE:RLI) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 20% year on year to $499.8 million. Its non-GAAP profit of $0.84 per share was 7.3% above analysts’ consensus estimates.
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) experienced a notable surge in its stock price as investor enthusiasm for artificial intelligence-driven biotechnology reached new highs. The rally comes amid growing confidence in the company’s platform, which combines advanced machine learning with high-throughput biological experimentation, signaling a potential paradigm shift in the
Natural gas prices are taking a bit of a dip, even with that sizzling heat wave on the horizon—though longer-term forecasts are hinting at cooler temps ahead.
New economic data will resume tomorrow. Since I haven’t updated the impact of Tariff-palooza! on transport and spending in awhile, let’s take a look at that.
Deep-value, high-yielding Verizon is on track to reach new multi-year highs in 2025 and then extend the gains in 2026 as cash flow improves and dividends paid.
Sanofi acquires Vicebio for $1.15 billion, adding a next-gen RSV-hMPV vaccine and ‘Molecular Clamp' tech to strengthen its respiratory vaccine pipeline.
PNC Bank will integrate Coinbase's Crypto‑as‑a‑Service platform to expand secure digital asset offerings and tailored banking services for retail and institutional clients.
Shares of telecommunications company Dycom (NYSE:DY)
fell 3.4% in the morning session after investors appeared to take profits after the stock reached a new all-time high in the previous trading session.
Shares of general merchandise retailer Target (NYSE:TGT)
jumped 3.7% in the afternoon session after the company announced its "Back-to-School-idays" savings event, aiming to attract shoppers with significant discounts ahead of the new school year.
Shares of multi-industry consumer and professional products manufacturer Griffon Corporation (NYSE:GFF)
jumped 4% in the afternoon session after an analyst at Baird maintained an "Outperform" rating on the company and raised the price target to $100 from $92.
Shares of financial services company Robinhood (NASDAQ:HOOD)
fell 3.4% in the morning session after Cathie Wood's ARK Invest disclosed that it sold a portion of its holdings in the company.
Shares of life sciences company Azenta (NASDAQ:AZTA) jumped 5.7% in the afternoon session after the investment firm Stephens initiated coverage on the life sciences company.
Shares of aerospace and defense company Ducommun (NYSE:DCO)
fell 3.1% in the morning session after the stock hit a new all-time high, likely prompting some investors to take profits.
Shares of social network Snapchat (NYSE: SNAP)
jumped 4.4% in the afternoon session after an analyst at Bernstein raised the firm's price target on the stock.
Shares of safety and specialty services provider APi (NYSE:APG) fell 3% in the morning session after the stock pulled back from a 52-week high reached in the prior session, likely as some investors moved to take profits.
Shares of infrastructure and agriculture equipment manufacturer Valmont Industries (NYSE:VMI)
jumped 5.7% in the afternoon session after the company reported second-quarter financial results that surpassed analyst expectations and raised its full-year earnings guidance.
Shares of online work marketplace Upwork (NASDAQ:UPWK)
jumped 3.3% in the afternoon session after Jefferies initiated coverage of the company with a "Buy" rating, and a new filing revealed a significant purchase by an institutional investor.
Shares of specialty construction contractor company EMCOR (NYSE:EME)
fell 3.6% in the morning session after the stock appeared to take a breather after a recent, sharp rally to all-time highs. The electrical and mechanical construction firm’s stock had reached a new peak earlier in the month, capping a significant run-up in its valuation. Following this strong performance, some technical indicators had suggested the stock was in overbought territory, signaling a potential pullback. The decline also occurred amid broader market caution, as European markets traded lower on Tuesday due to mixed corporate earnings and ongoing anxiety over international tariff negotiations. With no negative company-specific news, the movement suggested that investors decided to lock in some of their recent gains.
Shares of electrical construction and infrastructure services provider MYR Group (NASDAQ:MYRG) fell 3.1% in the morning session after Goldman Sachs downgraded the stock. The investment bank changed its rating on the electrical construction contractor from "Buy" to "Neutral." Analysts at Goldman Sachs pointed to a lack of long-term guidance from the company as a key reason for the change. The stock had experienced a significant run-up prior to the downgrade, reaching an all-time high and increasing by 68% over the past three months, which may have also factored into the bank's reassessment. While Goldman Sachs did increase its price target on the stock, the downgrade itself signaled a more cautious stance on the company's near-term prospects, prompting some investors to sell shares.
Shares of healthcare staffing company AMN Healthcare Services (NYSE:AMN)
jumped 6% in the afternoon session after Truist Securities reiterated its 'Buy' rating on the company. The Wall Street firm pointed to a potential recovery in the international travel nursing segment as a key driver for future growth. An analyst at Truist noted that improvements in the visa process for healthcare professionals could provide a meaningful boost to AMN's performance. This comes after a significant drop in employment-based (EB) visa recipients in recent years, which has impacted the availability of international nurses. While forecasting the international business remains challenging, Truist sees the potential for recovery in this area as a source of upside for the company.
Shares of infrastructure construction company MasTec (NYSE:MTZ)
fell 4.5% in the morning session after a regulatory filing showed a significant institutional investor had trimmed its position in the company.
Shares of luxury electric car manufacturer Lucid (NASDAQ:LCID) jumped 7.3% in the afternoon session after the company announced that all of its Air models will gain access to Tesla's Supercharger network and revealed enhancements for its 2026 vehicle lineup.
Shares of infrastructure construction company Primoris (NYSE:PRIM)
fell 3.4% in the morning session after the company's stock likely moved on profit-taking after a recent run-up, even as a major Wall Street firm increased its price forecast.
Shares of civil infrastructure construction company Sterling Infrastructure (NASDAQ:STRL) fell 3.2% in the afternoon session after a filing revealed that Bank of New York Mellon Corp reduced its stake in the construction company.
Shares of young adult apparel retailer Tilly’s (NYSE:TLYS)
jumped 6% in the afternoon session after the company announced a strategic partnership with Impact Analytics to enhance its inventory and business intelligence systems.
Shares of aerospace and defense technology solutions provider Astronics Corporation (NASDAQ:ATRO)
fell 3.1% in the morning session after the stock appeared to pull back as some investors took profits following a recent run-up in share price.
