Core Insights - Vertiv Holdings Co reported better-than-expected third-quarter fiscal 2025 results, with net sales rising 29% year-over-year to $2.68 billion, surpassing the consensus of $2.56 billion. Adjusted EPS was $1.24, exceeding the consensus of $0.99 [1] Financial Performance - For fiscal 2025, Vertiv raised its adjusted EPS guidance to $4.07–$4.13, up from $3.75–$3.85, and above the $3.81 consensus estimate. The company also increased its 2025 sales outlook to $10.16 billion–$10.24 billion, compared to the previous range of $9.93 billion–$10.08 billion and estimates of $10.04 billion [2] - For the fourth quarter, Vertiv expects adjusted EPS of $1.23–$1.29, slightly above the street view of $1.24, and revenue of $2.81–$2.89 billion, ahead of the $2.78 billion forecast [2] Strategic Initiatives - Giordano Albertazzi, Vertiv's CEO, mentioned an accelerated restructuring program in EMEA to optimize operations and strengthen the company's ability to capitalize on improving market conditions expected in the second half of 2026 [3] Analyst Ratings - Following the earnings announcement, Morgan Stanley analyst Chris Snyder maintained an Overweight rating on Vertiv and raised the price target from $165 to $200. Barclays analyst Julian Mitchell maintained an Equal-Weight rating and raised the price target from $145 to $170 [5]

Core Insights - BlackBerry Limited reported strong second-quarter results, with earnings of $0.04 per share, surpassing the analyst consensus estimate of $0.01, and quarterly revenue of $129.6 million, a 3% increase year-over-year, exceeding the Street estimate of $122.1 million [1] Group 1: Earnings and Revenue Expectations - For the third quarter, BlackBerry anticipates earnings per share between 2 cents and 4 cents, compared to the consensus estimate of 3 cents, and expects sales to range from $132 million to $140 million, against the consensus estimate of $137.73 million [2] - The company projects FY26 adjusted earnings per share of 11 cents to 15 cents, up from the prior estimate of 8 cents to 10 cents, and expects sales between $519 million and $541 million, revised from the previous range of $508 million to $538 million, compared to the consensus estimate of $530.61 million [3] Group 2: Stock Performance and Analyst Ratings - Following the earnings announcement, BlackBerry shares increased by 5.7% to $4.9150 [3] - Analyst Luke Junk from Baird maintained a Neutral rating on BlackBerry and raised the price target from $5 to $5.5, while RBC Capital analyst Paul Treiber maintained a Sector Perform rating and increased the price target from $4 to $4.5 [8]

Core Insights - Macy's Inc. reported better-than-expected second-quarter earnings, with net sales of $4.81 billion, down 2.5% year over year, surpassing both consensus and management guidance [1][2] - The company raised its fiscal 2025 earnings guidance from $1.60-$2.00 to $1.70-$2.05, and sales guidance from $21 billion-$21.4 billion to $21.15 billion-$21.45 billion [3] Financial Performance - Adjusted earnings per share were 41 cents, exceeding the consensus of 18 cents and last year's 53 cents, and surpassing management's guidance of 15-20 cents [1][2] - The retailer's second-quarter performance was driven by the strongest comparable sales growth in 12 quarters, particularly in Macy's Reimagine 125 locations, Bloomingdale's, and Bluemercury [2] Stock Market Reaction - Following the earnings announcement, Macy's shares gained 4%, trading at $16.92 [3] - Analysts adjusted their price targets for Macy's, with Jefferies raising it from $14.5 to $18.5, while UBS raised it from $6 to $6.5 [8]

Core Insights - Jabil Inc. reported better-than-expected third-quarter results with adjusted earnings per share of $2.55, surpassing the analyst consensus estimate of $2.31, and quarterly sales of $7.83 billion, exceeding the consensus estimate of $7.06 billion [1] Financial Projections - For the fourth quarter, Jabil projects net revenues between $7.10 billion and $7.80 billion, compared to a consensus of $7.19 billion, and anticipates adjusted EPS of $2.64 to $3.04 against a consensus of $2.74 [2] - For fiscal 2025, Jabil expects revenues of $29.0 billion, above the consensus of $28.0 billion, and anticipates adjusted EPS of $9.33, exceeding the consensus of $8.97 [3] Stock Performance - Following the earnings announcement, Jabil shares rose by 4.1% to trade at $204.98 [3] Analyst Ratings and Price Targets - UBS analyst David Vogt maintained a Neutral rating and raised the price target from $157 to $208 [5] - JP Morgan analyst Samik Chatterjee maintained an Overweight rating and increased the price target from $180 to $214 [5] - Goldman Sachs analyst Mark Delaney maintained a Buy rating and raised the price target from $188 to $215 [5] - Raymond James analyst Melissa Fairbanks reiterated a Strong Buy rating and increased the price target from $170 to $230 [5]