Hi. Well, shares are up about what, five, six% driven by the higher guide. But I want to break down the numbers for Oh, now 7%. Let's break down the numbers for the quarter.Earnings per share of 95 cents, which is a solid beat uh versus estimates with revenues just slightly ahead of what the street wanted, but it's the Q1 guide for EPS. Earnings per share of 88 cents to 90 cents. That's a range is higher than what the street wanted, as is the Q1 revenue guide.One key metric for a lot of cyber security softw ...

Core Viewpoint - Apple (AAPL.O) reported Q3 EPS of $1.57 for fiscal year 2025, exceeding the previous year's $1.40 and market expectations of $1.43 [1] Financial Performance - Q3 EPS for fiscal year 2025 is $1.57, compared to $1.40 in the same period last year, indicating a year-over-year increase [1] - The market had anticipated an EPS of $1.43, showing that the company's performance surpassed expectations [1]

Core Insights - Bristol-Myers Squibb Company (BMY) reported Q2 2025 adjusted EPS of $1.46, exceeding the Zacks Consensus Estimate of $1.07, but down from $2.07 in the same quarter last year [1][7] - Total revenues reached $12.3 billion, surpassing the Zacks Consensus Estimate of $11.4 billion, with a 1% increase from the previous year [1][7] Revenue Breakdown - U.S. revenues decreased by 3% to $8.5 billion, while international revenues increased by 10% to $3.8 billion [4] - The Growth Portfolio generated $6.6 billion in revenues, an 18% increase year-over-year, driven by demand for Opdivo, Reblozyl, Breyanzi, Camzyos, and others [5][21] - Opdivo sales rose 7% to $2.6 billion, exceeding estimates, while Yervoy contributed $728 million, up 16% [6][8] - Legacy Portfolio revenues fell 14% to $5.67 billion, primarily due to generic competition affecting Revlimid and others, although Eliquis sales increased by 8% to $3.7 billion [10][12] Cost and Margin Analysis - Gross margin decreased to 72.6% from 75.6% year-over-year due to product mix changes [13] - Adjusted R&D expenses decreased by 1% to $2.3 billion, while marketing and administrative expenses fell by 12% to $1.7 billion due to cost-cutting initiatives [13] Guidance and Future Outlook - BMY raised its 2025 revenue guidance to $46.5-$47.5 billion, up from $45.8-$46.8 billion, citing strong Growth Portfolio performance and favorable foreign exchange impacts [19] - Adjusted EPS guidance was lowered to $6.35-$6.65 due to IPRD charges from the BNTX partnership [20] Pipeline and Strategic Developments - The FDA accepted a supplemental new drug application for Sotyktu, with a target action date of March 6, 2026 [14] - BMY entered a collaboration with BioNTech for the co-development of a bispecific antibody and announced the formation of a new biopharmaceutical company focused on autoimmune diseases [16][18]

Core Insights - Merit Medical reported revenue of $382.46 million for the quarter ended June 2025, reflecting a 13.2% increase year-over-year, with EPS at $1.01 compared to $0.92 in the previous year [1] - The reported revenue met the Zacks Consensus Estimate, while the EPS exceeded the consensus estimate by 17.44% [1] Financial Performance Metrics - U.S. sales reached $227.08 million, surpassing the estimated $220.3 million, marking a 16.7% increase from the same quarter last year [4] - International sales amounted to $155.38 million, exceeding the estimated $151.04 million, representing an 8.4% year-over-year growth [4] - Revenue from Cardiovascular-Peripheral Intervention was $142.85 million, slightly below the estimated $144.62 million, with a year-over-year increase of 2.6% [4] - Cardiovascular-Cardiac Intervention revenue was $115.25 million, exceeding the estimated $104.93 million, showing a significant 22.8% increase year-over-year [4] - Endoscopy revenue reached $18.44 million, slightly below the estimated $18.66 million, but reflecting an impressive 81% increase from the previous year [4] - Cardiovascular-OEM revenue was $52.29 million, close to the estimated $52.65 million, with an 18.1% year-over-year increase [4] - Total Cardiovascular revenue was $364.03 million, surpassing the estimated $353.56 million, indicating an 11.1% increase year-over-year [4] - Revenue from Cardiovascular-Custom Procedural Solutions was $53.63 million, exceeding the estimated $51.05 million, with a year-over-year growth of 6.4% [4] Stock Performance - Merit Medical's shares have declined by 11.8% over the past month, contrasting with a 3.4% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - D.R. Horton, Inc. surpassed third-quarter revenue and earnings expectations, yet its shares experienced a decline despite positive guidance for 2025 and projected growth [1][6] Financial Performance - The company reported fiscal third-quarter revenue of $9.22 billion, exceeding analyst estimates of $8.79 billion [2] - Earnings per share for the third quarter were $3.36, surpassing analyst expectations of $2.92 [2] Growth Projections - D.R. Horton refined its 2025 revenue guidance to a range of $33.7 billion to $34.2 billion and forecasted home closings between 85,000 and 85,500 units [4] - The company is expected to achieve earnings growth in fiscal 2026, driven by mid-single-digit community expansion and a 24% quarterly, 11% annual increase in starts [3][4] Market Position and Strategy - The company's strong performance is attributed to its significant presence in smaller markets with fewer public spec builders and a 12% year-over-year increase in community count [4] - D.R. Horton maintained a core fourth-quarter gross margin of 21.8%, above the expected range of 21.0% to 21.5%, despite higher incentives [5] Analyst Insights - Bank of America Securities analyst Rafe Jadrosich reiterated a Neutral rating on D.R. Horton, raising the price forecast from $135 to $155 [1] - Jadrosich increased EPS estimates for fiscal years 2025 and 2026 by 8% and 1%, respectively [6]

Financial Performance - Schwab's earnings per share exceeded expectations [1] - Client assets reached a new record [1] - Trading revenue increased [1]

Company Performance - Centene's stock plunged over 40%, marking its worst single-day performance on record [1][2] - Centene withdrew its full-year forecast after the market closed [2] - Management expects a $2.75 hit to earnings per share this year [5] - The company anticipates a 35% to 40% reduction in its numbers [5] Market Dynamics & Risk Factors - Overall market growth in 22 states is lower than expected, indicating fewer people signed up for state healthcare exchange plans [3] - Individuals who enrolled in Obamacare exchange plans are less healthy than anticipated, increasing costs for Centene [3][4] - Centene expects a $1.8 billion reduction in expected risk adjustment revenue transfers from the federal government [4]

Core Viewpoint - Lazard Inc. reported first-quarter 2025 adjusted earnings per share of 56 cents, exceeding the Zacks Consensus Estimate of 27 cents, but down from 66 cents per share in the same quarter last year [1][2] Financial Performance - Net income (GAAP) for Lazard was $60.4 million, a significant increase of 68.9% from the prior-year quarter [2] - Quarterly operating revenues were $643.2 million, reflecting a decline of 13.8% year over year, yet surpassing the Zacks Consensus Estimate of $616 million [3] - Operating expenses decreased to $593.4 million, down 16.4% year over year [4] Segment Performance - Financial Advisory segment adjusted operating revenues were $369.5 million, down 17.3% from the previous year [5] - Asset Management segment adjusted operating revenues decreased to $264.5 million, a decline of 4.1% year over year [5] - Corporate segment adjusted operating revenues were $9.1 million, down 61.9% from the year-ago quarter [5] Assets Under Management (AUM) - As of March 31, 2025, total AUM was $227.4 billion, a decrease of 9.2% from the prior-year quarter [6] - The average AUM in the reported quarter was $230.8 billion, down 6.5% year over year [6] Balance Sheet Position - Cash and cash equivalents totaled $908.6 million, down 30.5% from the prior quarter [7] - Stockholders' equity was $648.6 million, a decrease of 5.3% sequentially [7] Share Repurchase Activity - In the reported quarter, Lazard repurchased 0.8 million shares at an average price of $46.73 per share, with approximately $164 million remaining for future repurchases [9] Strategic Outlook - Increased dependence on advisory revenues and continued net outflows are expected to impact top-line growth [10] - Innovative investment strategies and cost mitigation initiatives are anticipated to support profitability [10]