Core Insights - Mayville Engineering (MEC) reported quarterly earnings of $0.1 per share, exceeding the Zacks Consensus Estimate of $0.05 per share, but down from $0.14 per share a year ago, resulting in an earnings surprise of +100.00% [1] - The company achieved revenues of $144.31 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.65% and up from $135.39 million year-over-year [2] - The stock has increased approximately 12.3% since the beginning of the year, compared to a 16.5% gain for the S&P 500 [3] Earnings Outlook - The future performance of Mayville Engineering's stock will largely depend on management's commentary during the earnings call and the earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $130.87 million, while for the current fiscal year, it is $0.15 on revenues of $540.76 million [7] Industry Context - The Engineering - R and D Services industry, to which Mayville Engineering belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which may impact investor sentiment [5]

Core Insights - Biohaven Ltd. announced the receipt of a Complete Response Letter (CRL) from the FDA regarding the New Drug Application (NDA) for VYGLXIA (troriluzole) aimed at treating spinocerebellar ataxia (SCA) [2][3] - The CRL was issued despite positive data from a real-world evidence study showing a 50-70% slowing of disease progression in patients treated with troriluzole compared to untreated controls [2][3] - Biohaven plans to meet with the FDA to discuss the evidence needed for a future NDA submission and is initiating strategic portfolio and cost-optimization measures to focus on key clinical programs [2][4][6] Regulatory and Clinical Data - The FDA's CRL cited concerns regarding potential bias and design flaws in real-world evidence studies, despite the study achieving statistical significance in its primary and secondary endpoints [2][3] - Study 206-RWE demonstrated a significant reduction in the risk of falls and delayed progression to wheelchair dependence in patients treated with troriluzole [2][3] - Biohaven's NDA included data from multiple independent studies supporting the efficacy of troriluzole, which received Orphan and Fast Track designations from the FDA [2][3] Strategic Focus and Financial Management - In response to the CRL, Biohaven is restructuring its business priorities to achieve a 60% reduction in annual direct R&D spending, focusing on three key clinical-stage programs: BHV-1400 for IgA nephropathy, Opakalim for epilepsy and depression, and Taldefgrobep alfa for obesity and SMA [4][6][7] - The company emphasizes its commitment to advancing innovative treatments for rare diseases and plans to present new data from its priority programs at an upcoming healthcare conference [2][4][6] Background on SCA and Troriluzole - Spinocerebellar ataxia is a rare neurodegenerative disorder affecting approximately 15,000 people in the U.S. and 24,000 in Europe and the UK, with no current FDA-approved treatments available [8] - Troriluzole is a novel prodrug that modulates glutamate levels, addressing the neurodegeneration associated with SCA [8]

are down after our suspected company topping Wall Street estimates on both the top and the bottom lines. So, Chipmaker's conference call is underway. CNBC's Mackenzie Sagalas has got the latest.Mackenzie, >> hey Mel. So, that earnings beat is being powered by stronger than expected data center revenue. CEO Lisa Sue on the earnings call just now talking about momentum and that business accelerating.Part of why they guided to Q4 revenue that's above street estimates. And that's what investors have been waitin ...

Company Overview - Marathon Petroleum Corporation (MPC) is a leading integrated downstream energy company with the largest refining system in the U.S., exceeding a capacity of 3 million barrels per day [1] - The company holds significant midstream assets through its majority interest in MPLX LP, positioning it competitively against peers like Valero Energy and Phillips 66 [1] Financial Performance - On November 4, 2025, Justin Jenkins from Raymond James set a price target of $200 for MPC, indicating a potential upside of 8.38% from its trading price of $184.54 at that time [2] - MPC's Q3 2025 earnings call highlighted the financial community's interest in the company's performance, with participation from key executives and analysts from major financial institutions such as Goldman Sachs and UBS [2] Stock Performance - As of the latest update, MPC's stock price is $185.93, reflecting a decrease of 5.04% or $9.86 [3] - The stock has fluctuated between $175 and $186.62 within the day, with a yearly peak of $201.61 and a trough of $115.1 [3] - The company's market capitalization is approximately $56.53 billion, with a trading volume of 4,056,469 shares on the NYSE [3]

Flywire (FLYW) reported $194.1 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 28.2%. EPS of $0.23 for the same period compares to $0.30 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $179.54 million, representing a surprise of +8.11%. The company delivered an EPS surprise of +21.05%, with the consensus EPS estimate being $0.19.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Toast (TOST) reported $1.63 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 25.1%. EPS of $0.25 for the same period compares to $0.07 a year ago.The reported revenue represents a surprise of +2.6% over the Zacks Consensus Estimate of $1.59 billion. With the consensus EPS estimate being $0.24, the EPS surprise was +4.17%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...

Air Canada (ACDVF) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $1.88 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.79%. A quarter ago, it was expected that this company would post earnings of $0.5 per share when it actually produced earnings of $0.43, delivering a surprise of -14%.Over the last four quarters, the company has sur ...

ProAssurance (PRA) came out with quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -46.43%. A quarter ago, it was expected that this medical professional liability insurer would post earnings of $0.19 per share when it actually produced earnings of $0.52, delivering a surprise of +173.68%.Over the la ...

For the quarter ended September 2025, Sixth Street (TSLX) reported revenue of $109.44 million, down 8.2% over the same period last year. EPS came in at $0.53, compared to $0.57 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $110.14 million, representing a surprise of -0.63%. The company delivered an EPS surprise of +1.92%, with the consensus EPS estimate being $0.52.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- a ...

Radian (RDN) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $1.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +21.05%. A quarter ago, it was expected that this mortgage insurer would post earnings of $0.93 per share when it actually produced earnings of $1.01, delivering a surprise of +8.6%.Over the last four quarters, the company h ...