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FORM's Q3 Earnings Surpass Estimates, Revenues Up Y/Y, Shares Rise
ZACKS· 2025-10-30 18:55
Key Takeaways FormFactor posted Q3 earnings of $0.33 per share, beating estimates by 32%. Revenues of $202.7 million exceeded forecasts but slipped 2.5% year over year. Guidance calls for Q4 revenues near $210 million and earnings around 35 cents per share. FormFactor (FORM) reported third-quarter 2025 non-GAAP earnings of 33 cents per share, comfortably surpassing the Zacks Consensus Estimate by 32%. The bottom line decreased 5.7% year over year. Shares were up 23.5% at the time of writing this article. Re ...
Bristol Myers' New Treatments Drive Q3 Beat — And The Company's Raising Its Outlook
Benzinga· 2025-10-30 18:55
Bristol Myers Squibb Co. (NYSE:BMY) reported third-quarter 2025 revenues of $12.22 billion on Thursday, beating the consensus of $11.81 billion, a 3% increase year over year.Growth Portfolio revenues of $6.9 billion increased 18%, or 17% Ex-FX. Revenue growth was primarily driven by the immuno-oncology portfolio, Reblozyl, Camzyos, and Breyanzi.Also Read: Bristol Myers Expands Cell Therapy Portfolio With Orbital Therapeutics AcquisitionLegacy Portfolio revenues of $5.4 billion decreased 12%, or 13% Ex-FX. D ...
Baxter Trims Annual Outlook Again, Stock Hits 52-Week
Benzinga· 2025-10-30 18:54
Baxter International Inc. (NYSE:BAX) stock hit a 52-week low on Thursday, after the company again lowered its 2025 guidance.BAX stock is at key technical levels. See the trading setup hereBaxter reported a third-quarter adjusted EPS of 69 cents, surpassing the management guidance of 58-62 cents and the Wall Street estimate of 60 cents.The medical device maker reported sales of $2.84 billion, up 5% year-over-year on a reported basis and 2% on an operational basis. That's almost in line with the consensus of ...
TROX Deadline: Rosen Law Firm Urges Tronox Holdings plc (NYSE: TROX) Stockholders to Contact the Firm for Information About Their Rights
Businesswire· 2025-10-30 18:53
NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, reminds investors that a shareholder filed a class action on behalf of purchasers of common stock of Tronox Holdings plc (NYSE: TROX) between February 12, 2025 and July 30, 2025. Tronox describes itself as a company that "operates titanium-bearing mineral sand mines and processes them to produce titanium dioxide (TiO2) products.†For more information, submit a form, email attorney Phillip Kim, or give us a call at 866. ...
2 Rare Earth Stocks Set to Deliver Earnings Beat in Q3
ZACKS· 2025-10-30 18:50
Key Takeaways Global demand for rare earth magnets is surging amid electrification and clean energy trends.MP Materials and USA Rare Earth show strong Earnings ESPs ahead of their Nov. 6 results.MP Materials gains from NdPr price strength, while USAR advances its magnet plant project.Demand for rare earth magnets is on the rise as they are critical to a wide range of industries, including defense, automotive, aviation, AI, robotics, among others. With the global push toward electrification and clean energy, ...
First Majestic to Report Q3 Results: What's in the Cards for the Stock?
ZACKS· 2025-10-30 18:50
Key Takeaways First Majestic is projected to post Q3 EPS of $0.11, up from a loss of $0.03 last year.Q3 silver output surged 96%, lifting total silver-equivalent production 39% year over year.The Los Gatos mine acquisition and stronger silver prices are expected to boost quarterly revenues.First Majestic Silver (AG) is expected to report a significant improvement when it reports its third-quarter 2025 results on Nov. 5, before market open.The Zacks Consensus Estimate for AG’s earnings per share for the quar ...
Apple needs a pristine quarter to satisfy investors, says MoffettNathanson's Craig Moffett
Youtube· 2025-10-30 18:50
will all be in focus. Joining me now is Craig Moffett, co-founder and senior analyst at Moffett Nathansson. Um Craig, first of all, maybe we could take a step back and and get a sense of what you think the read through is from the three reporters, the three companies we saw report yesterday, uh Meta, Microsoft, and Alphabet.What's the read through from those reports for Apple. >> Well, I first of all, hi Leslie. I I don't I don't know that there's a direct read through from the operating results.I think one ...
Alphabet is an AI winner, says MoffettNathanson's Michael Nathanson
Youtube· 2025-10-30 18:48
Core Viewpoint - Alphabet is positioned as a leading company in AI, leveraging its infrastructure advantage to invest in AI more efficiently than competitors [2][6]. Investment in AI - Alphabet's ownership of its infrastructure, including TPUs, allows it to avoid high margins demanded by Nvidia for AI investments, enhancing its competitive edge [2]. - The company's investments in cloud and search are yielding positive results, indicating a strong trajectory for growth in AI applications [2]. Advertising Business - Alphabet's core business model revolves around selling advertising through search, which remains robust despite competition from AI-driven alternatives [3][4]. - The company possesses superior data insights from various platforms (Google Maps, YouTube, Gmail, search), enabling it to deliver better performance advertising and returns on sales compared to competitors [4]. Market Dynamics - While competition from AI platforms like ChatGPT may impact query share, Alphabet is expected to monetize queries more effectively than its rivals [6]. - The growth of Alphabet's AI product, Gemini, is notable, with an increase of 200 million users in a single quarter, reaching a total of 650 million [5]. Stock Performance - Alphabet's stock has shown resilience, with a recent increase of 3%, reflecting ongoing investor confidence in the company's performance and future prospects [7].
Natural Gas, WTI Oil, Brent Oil Forecasts – WTI Oil Stays Above $60.00 As Traders Focus On U.S. – China Trade Truce
FX Empire· 2025-10-30 18:48
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Universal Music and AI song generator Udio settle lawsuit, announces plans to partner on new platform
New York Post· 2025-10-30 18:48
Core Points - Universal Music Group and AI song generation platform Udio have settled a copyright infringement lawsuit and agreed to collaborate on a new music creation and streaming platform [1][3] - The settlement includes new licensing agreements that will create additional revenue opportunities for Universal's artists and songwriters [1][4] - Udio has ceased allowing users to download songs created on its platform, leading to backlash from its user base [3][9] Company Developments - Universal Music Group, home to major artists like Taylor Swift and Drake, has reached a legal settlement with Udio, marking the first resolution since a lawsuit was filed against Udio and another AI generator, Suno, last year [3][10] - Udio's CEO announced that the new AI subscription service will launch next year, allowing users to remix and mashup songs while restricting downloads [5][8] - Universal is also partnering with Stability AI to develop advanced music creation tools, indicating a broader strategy to embrace new technologies [4] Industry Impact - The rise of AI song generation tools like Udio is disrupting the $20 billion music streaming industry, with record labels expressing concerns over the exploitation of artists' works [10] - The lawsuit highlighted specific instances where AI-generated songs closely resembled classic hits owned by Universal, raising questions about copyright and originality in AI-generated content [11]