Key Takeaways Acadia's ACP-101 failed to show benefit in phase III PWS study, ending its development.Nuplazid and Daybue sales rose double digits in H1 2025, fueling ACAD's revenue growth.SLNO stock jumped as Vykat XR gains ground with ACAD exiting the PWS hyperphagia market.Shares of Acadia Pharmaceuticals (ACAD) lost 9.9% on Wednesday after the company announced a disappointing update from a late-stage study of its investigational candidate, intranasal carbetocin (ACP-101), in patients with hyperphagia in ...

Thursday, September 25, 2025Pre-market futures are still swimming in the red at this hour, even with a large amount of economic data hitting the tape better than expected. Market indexes are moving fairly rapidly, but currently we’re -70 points on the Dow, -28 on the S&P 500 and -145 points on the Nasdaq. Bond yields are ticking higher, notably on the 2-year: +3.66%; the 10-year is approaching +4.19%.Q2 GDP Revised Up Half a Percentage PointIn a very unusual move this morning, the third and final revision t ...

Key Takeaways Enbridge has C$32B in secured projects across pipelines, gas, renewables and storage.These projects aim to generate additional cash flows supporting dividend payments.ENB stock is up 30.2% in a year, outpacing the industry's 28.7% improvement.Enbridge Inc. (ENB) is a leading midstream energy player that generates stable fee-based revenues. Due to the very nature of the business model, the company is not vulnerable to the volatility in oil and natural gas prices.ENB is also well-positioned to g ...

Key Takeaways AAR's current ratio of 2.91 tops the industry's 1.83, showing strong short-term liquidity.The company's ROE of 12.29% exceeds the industry average, reflecting efficient capital use.Facility expansions are set to lift AAR's MRO capacity by 15% and add $60M in annual revenues. AAR Corp.’s (AIR) solid foothold in the aerospace maintenance, repair and overhaul (MRO) market, along with robust ROE and better debt management, serves as a key growth driver for the company. Given its growth prospects, ...

Key Takeaways Tutor Perini's 2025 earnings estimate signals 220.8% growth, with shares up 153.1% in a year.RF Industries' 2025 earnings estimate projects 422.2% growth, with shares surging 132.2% in a year.A-Mark Precious Metals' 2026 earnings estimate rose 26.1%, though its shares are down 40.3% in a year.The U.S. stock market has been on a remarkable run, with major indexes hitting fresh record highs last week after the Fed delivered its first rate cut of the year. The 25-basis-point reduction, which brou ...

Corporate Earnings Overview - Corporate earnings are a primary driver of stock market returns, with the current bull market supported by a resilient corporate backdrop, particularly in the tech sector due to an investment boom in artificial intelligence [1][2] - Total earnings growth in Q2 was 12.5% year-over-year, with revenues up 6.2%, both exceeding estimates, indicating strong corporate performance despite concerns like tariffs [3][4] - S&P 500 earnings for Q3 are expected to rise by 5.1% year-over-year, with a 6% increase in revenues, although this reflects a deceleration compared to Q3 2024 [5] Earnings Revisions and Outlook - The trend of earnings estimate revisions for Q3 has been mainly positive since April-May, with increases noted in sectors like technology and financials, which is seen as a bullish sign [7] - Annual S&P 500 earnings are projected to increase by 9.3% in 2025, supported by a 4.1% rise in revenues, with expectations for accelerated growth in the coming years [9][10] Company-Specific Insights - Jabil (JBL) reported fiscal Q4 earnings of $3.29 per share, surpassing estimates by 11.5%, with revenues of $8.25 billion, exceeding consensus by 7.67% [13][14] - Costco (COST) is expected to report fiscal Q4 earnings of $5.81 per share, reflecting a 12.8% growth year-over-year, with revenues projected at $86.23 billion [16][20] - Costco's performance will provide insights into membership trends and consumer behavior, particularly in a value-focused retail environment [17][20]

Key Takeaways Apogee's Architectural Services segment delivered growth and margin expansion into FY26.APOG lifted FY26 guidance, projecting $1.40-$1.44B in revenues and EPS of $3.80-$4.20.The $242M UW Solutions acquisition is set to add $100M sales in FY26 with a 20% EBITDA margin.Apogee Enterprises, Inc. (APOG) has been benefiting from the strong performance of its Architectural Services segment, which is gaining from improved pricing and product mix. The company's ongoing efforts to reduce costs and enhan ...

Key Takeaways Nebius' revenues jumped 625% year over year to $105.1M in Q2 2025 on strong AI cloud demand.The company raised ARR guidance to $900M-$1.1B while keeping core business outlook unchanged.Nebius signed a $17.4B, five-year AI infrastructure deal with Microsoft, with possible expansion.Nebius Group N.V. (NBIS) , an artificial intelligence (AI) cloud infrastructure provider, is capitalizing on the surge in global demand for AI computing power. The Amsterdam-based company has reported robust growth i ...

Key Takeaways NCLH posted record Q2 bookings, driving advanced ticket sales to a historic $4 billion high.Q2 net yields rose 3.1% as ticket prices advanced 5.1%, with steady 4-4.5% gains each quarter.The Q3 outlook calls for 1.5% yield growth and 105.5% occupancy, aided by itinerary redeployments.Norwegian Cruise Line Holdings Ltd. (NCLH) is benefiting from a surge in consumer demand that has propelled its booking trends to historic highs. In second-quarter 2025, the company reported record bookings over a ...

Key Takeaways ConocoPhillips maintains a debt-to-capitalization of 26.4%, far below the industry's 49.1%.A strong balance sheet lets COP fund growth projects, acquisitions and dividend payments.COP trades at 5.37X EV/EBITDA, well below the industry average of 11.16X.ConocoPhillips (COP) is among the large oil and natural gas exploration and production companies, and therefore is highly vulnerable to fluctuations in commodity prices. Thus, just like any other upstream player, the company’s cash flow generati ...