I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Cloudflare, Inc. NET reported better-than-expected second-quarter financial results and raised its FY25 guidance on Thursday.Cloudflare posted adjusted earnings of 21 cents per share, beating market estimates of 18 cents per share. The company's quarterly sales came in at $512.316 million versus expectations of $501.330 million."We're innovating faster than ever, and demand remains strong, as our largest customers grow their investments with Cloudflare at the highest levels we've seen since 2022," said Matt ...

Huntsman Corporation (NYSE:HUN) Q2 2025 Earnings Call August 1, 2025 10:00 AM ET Company Participants Ivan Mathew Marcuse - Vice President of Investor Relations & Corporate Development Peter R. Huntsman - Chairman, President & CEO Philip M. Lister - Executive VP & CFO Conference Call Participants Aaron Rosenthal - JPMorgan Chase & Co, Research Division Aleksey V. Yefremov - KeyBanc Capital Markets Inc., Research Division Arun Shankar Viswanathan - RBC Capital Markets, Research Division David L. Begleiter - ...

Key Takeaways HRTG is projected to post Q2 EPS of $1.03, up 68.8% year over year on revenue growth of 4.2%.The results are likely to benefit from premium hikes, improved underwriting and higher investment income.A 0.00% Earnings ESP and a Zacks Rank #3 offer no clear signal of another earnings surprise.Heritage Insurance (HRTG) is expected to witness an improvement in its top line and its bottom line when it reports second-quarter 2025 results on Aug. 5. The Zacks Consensus Estimate for HRTG’s second-quarte ...

Key Takeaways AJG reported Q2 EPS of $2.33, up 3.1% but missing estimates by 1.3%.Total revenue rose 16% to $3.2B, fueled by higher fees, finance income, and other sources.Expenses rose 14.1%, while adjusted EBITDAC jumped 23.3% to $1B.Arthur J. Gallagher & Co. (AJG) reported second-quarter 2025 adjusted net earnings of $2.33 per share, which missed the Zacks Consensus Estimate by 1.3%. The bottom line increased 3.1% on a year-over-year basis.The quarter’s results overall benefited from higher commissions, ...

Key Takeaways MKL posted Q2 EPS of $25.46, beating estimates but down 1.9% year over year.Total revenues rose 4.9% to $4B, with earned premiums up 3.1% to $2.1B.Expenses climbed 6.2%, pushing MKL's combined ratio up 280 bps to 96.3.Markel Group Inc. (MKL) reported second-quarter 2025 net operating earnings per share of $25.46, which beat the Zacks Consensus Estimate by 2.9%. However, the bottom line decreased 1.9% year over year.Markel witnessed improved earned premiums and increased net investment income.Q ...

Key Takeaways BALL is expected to post Q2 earnings of $0.87 per share, suggesting 17.6% y/y growth.Q2 sales are projected at $3.15B, with growth led by Beverage Packaging across all regions.Rising labor and input costs may offset volume gains, dragging down segmental operating income.Ball Corporation (BALL) is scheduled to report second-quarter 2025 results on Aug. 5, before the opening bell.The Zacks Consensus Estimate for BALL’s net sales is pegged at $3.15 billion, indicating 6.6% growth from the year-ag ...

Key Takeaways RIVN is set to report Q2 results with an expected loss of 65 cents per share and $1.26B in revenues.Software and services growth may offset lower Q2 vehicle deliveries of 10,661 units.RIVN expects improved margins, supported by ongoing gross profit momentum into Q2 2025.Rivian, Inc. (RIVN) is slated to release second-quarter 2025 results on Aug. 5, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s loss and revenues is pegged at 65 cents per share and $1.26 b ...

Chris runs the investing group DIY Value Investing where he shares his top stock picks of undervalued stocks with catalysts for upside, dividend-income recommendations with quant and payment calendar tracking, high upside plays, and research requests to help you become a better do-it-yourself investor. Learn more. Chris Lau is an individual investor and economist with 30 years of experience covering life science, technology, and dividend-growth income stocks. He has degrees in Microbiology and Economics. 1. ...

Hub Group (HUBG -5.68%), a North American transportation and logistics provider, reported its earnings for the second quarter of fiscal 2025 on July 31, 2025. The most significant news from the release was that Non-GAAP earnings per share (EPS) of $0.45 edged past analyst expectations by $0.01, but GAAP revenue of $905.6 million missed estimates by $13.2 million. Compared to the prior year, GAAP revenue was down 8%. GAAP operating income and net income also decreased year over year. The performance highligh ...