Group 1 - Celsius Holdings, Inc. (NASDAQ:CELH) experienced a stock decline of approximately 25% following its earnings report, which was considered a significant miss [1] - Jim Cramer expressed surprise at the earnings miss and indicated that he had previously supported Celsius, noting that he almost included it in his upcoming book [1][2] - Cramer suggested waiting for another quarter to reassess the investment potential of Celsius, indicating that the recent earnings miss was not favorable [1] Group 2 - Celsius Holdings sells energy and hydration drinks under various brands, including CELSIUS, CELSIUS Originals, and CELSIUS ESSENTIALS [2] - Despite acknowledging the potential of Celsius as an investment, there is a belief that certain AI stocks may offer greater upside potential and carry less downside risk [2]

Group 1 - American Express Company (NYSE:AXP) has reached an all-time high stock price, prompting discussions about raising price targets for the stock [1] - The company's recent earnings report was highlighted as exceptional, breaking a post-earnings losing streak, with strong performance in both domestic and overseas markets [2] - American Express has raised the low end of its full-year sales and earnings guidance, indicating positive growth expectations [2] Group 2 - The credit metrics for American Express are improving, with only 1.3% of card members' loans and receivables being 30 days or more past due, reflecting a healthy credit environment [2]

Core Insights - Tetra Tech Inc. (NASDAQ:TTEK) has seen a significant stock price increase of 15.29% to close at $37.41, driven by investor interest ahead of its upcoming dividend payment [1] - The company announced a quarterly dividend of $0.065 per share, representing a 12% year-on-year increase, payable on December 12 [2] - For the fiscal year ending September 2025, Tetra Tech reported a net income of $247.7 million, a 26% decrease from the previous year, but a 33% increase in net income for the fourth quarter [3] Financial Performance - Tetra Tech's net revenues for the full fiscal year grew by 7% to $4.6 billion, while fourth-quarter revenues increased by 1.7% to $1.16 billion [4] - The company projects fiscal year 2026 net revenues between $4.05 billion and $4.25 billion, indicating a year-on-year growth of 5% to 11% [4] - Expected net revenues for the first quarter of fiscal year 2026 are estimated at $950 million to $1 billion [4] Strategic Outlook - The company anticipates increased demand for its high-end services related to water-reliant infrastructure, with a notable backlog growth in its high-voltage engineering practice [5] - Tetra Tech's consulting services are positioned as essential for the expansion and protection of coastal and marine infrastructure, particularly for defense clients globally [5]

​Duolingo, Inc. (NASDAQ:DUOL) is one of the Best Mid Cap Tech Stocks to Buy According to Analysts. On November 5, Duolingo, Inc. (NASDAQ:DUOL) posted results for its fiscal Q3 2025. The revenue grew 41.08% year-over-year to $271.71 million, surpassing the estimates by $11.36 million and the EPS of $5.95 also topped the consensus by $5.19. However the share price has fallen more than 26% since the release. ​The key reasons behind the falling investor and analyst sentiment are the company’s strategy to prio ...

Core Insights - Venture Global Inc. (NYSE:VG) has shown strong performance, with a 7.86% increase in stock price to $8.12 following the announcement of two long-term supply agreements [1][3]. Group 1: Supply Agreements - Venture Global entered into a 20-year agreement with Mitsui & Co. Ltd. from Japan for the supply of 1 million tons of LNG per annum starting in 2029 [2][3]. - The company also secured a separate 20-year agreement with Naturgy from Spain for an LNG supply deal beginning in 2030, marking its first long-term contract with a Spanish firm since 2018 [3][4]. - With these new agreements, Venture Global's total long-term value contracts now amount to 6.75 million tons per annum [4]. Group 2: Market Confidence - CEO Mike Sabel stated that these deals reflect the continued confidence of customers in Venture Global and the robust global demand for LNG [4]. - The company emphasizes its commitment to meeting this demand with flexible, fast, affordable, and dependable long-term supply solutions [4].

Core Insights - Cleveland-Cliffs Inc. (NYSE:CLF) experienced a significant stock price increase of 8.14%, closing at $11.03, following the announcement of a new board member [1][3]. Group 1: Leadership Changes - Edilson Camara has been appointed to the Board of Directors of Cleveland-Cliffs, effective immediately, and will serve on the Compensation and Organization Committee [2]. - Camara is the CEO Emeritus of Egon Zehnder, a leading global executive search and leadership advisory firm, and brings extensive experience in senior leadership and talent frameworks [3][4]. - The Chairman, President, and CEO of Cleveland-Cliffs, Lourenco Goncalves, emphasized that Camara's global industrial perspective aligns well with the company's strategic priorities [3].

Core Viewpoint - Baytex Energy Corp. is experiencing a significant stock performance boost following its decision to exit the US market by divesting its assets for $2.3 billion, allowing the company to focus on its Canadian operations. Group 1: Stock Performance - Baytex Energy's stock has extended its winning streak to six consecutive days, reaching a nearly one-year high [1] - During trading, the stock peaked at $3.10 before closing at $3.03, reflecting a 13.48 percent increase [1] Group 2: Business Strategy - The company has signed a definitive agreement for the sale of its US Eagle Ford assets to an undisclosed buyer, aiming to concentrate on the more robust Canadian market [2] - Baytex's President and CEO, Eric Greager, emphasized that monetizing the US assets will strengthen the balance sheet and enhance capital allocation to high-return opportunities [3] Group 3: Financial Implications - The transaction is expected to be completed by late 2025 or early 2026, pending regulatory approvals [4] - Upon closing, Baytex anticipates returning to a net cash position, with part of the proceeds allocated to repaying outstanding credit facilities and notes due in 2030 [4]

Core Viewpoint - Centessa Pharmaceuticals plc (NASDAQ:CNTA) has achieved a new all-time high due to a planned fundraising program that could generate up to $287.5 million in fresh funds [1][3]. Fundraising Details - Centessa plans to issue over 11.6 million new American depositary shares (ADS) at a price of $21.50 each, with each ADS representing one ordinary share [2]. - The company has granted underwriters a 30-day option to purchase an additional 1,744,186 ADS at the same price [3]. - The fundraising offer is expected to close on November 14, subject to closing conditions [3]. Financial Performance - In the third quarter, Centessa reported a widened net loss of $54.89 million, a 29% increase from $42.57 million in the same period last year [4]. - The operating loss increased by 15.9% to $53.79 million from $46.4 million year-on-year, primarily due to higher operating expenses related to research and development initiatives [4].

Core Insights - Haleon plc (NYSE:HLN) is experiencing mixed performance, with struggles in North America but strong growth in Latin America and India [2] - The company reported a 0.4% growth in US same-store sales, contrasting with the 1.4% decline that analysts had predicted, indicating a tight consumer economy [2] - Haleon's defensive product line, Sensodyne, saw revenue growth, while discretionary brands experienced a drop in sales [2] - Jim Cramer suggested that Haleon could be likened to a "mini Kenvue," highlighting its potential without the controversies associated with Kenvue [3] Company Performance - Haleon plc sells consumer products, including toothpaste and pain relief items, under well-known brands like Sensodyne and Panadol [2] - The third-quarter earnings report showed a 0.4% increase in US same-store sales, which was better than the expected 1.4% decrease [2] - The performance in North America contrasts with the strong growth in other regions, particularly Latin America and India [2] Market Position - The company is positioned in a tight consumer economy, with mixed results across its product lines [2] - Cramer’s commentary suggests that Haleon has potential as an investment, although there are other AI stocks that may offer higher returns [3]

Core Insights - Turtle Creek Asset Management's third-quarter 2025 investor letter indicates a challenging market environment, with the Turtle Creek Equity Fund's net asset value increasing by only 0.4%, underperforming the S&P MidCap 400 index's 7.7% and the S&P/TSX Completion index's 16.3% gains [1] - The firm highlights WillScot Holdings Corporation (NASDAQ:WSC) as a significant investment, despite its recent stock performance showing a one-month return of -17.69% and a 52-week loss of 48.00% [2][4] Fund Performance - The Turtle Creek Synthetic PE Fund increased by 1.4%, while the Turtle Creek United States Equity Fund decreased by 1.0%, and the Turtle Creek Canadian Equity Fund increased by 7.8% during the same period [1] - The Turtle Creek Equity Fund's performance is notably below the broader market indices, indicating potential challenges in stock selection or market conditions [1] WillScot Holdings Corporation Overview - WillScot Holdings Corporation is recognized as the leading provider of turnkey space solutions in North America, offering modular offices, temporary classrooms, and portable storage containers [3] - The company has consolidated a previously fragmented industry, enhancing competitive behavior and achieving scale advantages that contribute to pricing power [3] - Despite being in a mature industry, WillScot is expected to continue growth through bolt-on acquisitions and expansion into adjacent offerings [3] Financial Performance of WillScot Holdings - In the third quarter of 2025, WillScot reported revenue of $567 million, reflecting a decrease of $34 million compared to the previous year [4] - The market capitalization of WillScot Holdings Corporation is reported at $3.31 billion, with shares closing at $18.19 on November 12, 2025 [2] Hedge Fund Interest - WillScot Holdings Corporation was held by 49 hedge fund portfolios at the end of the second quarter of 2025, an increase from 46 in the previous quarter [4]