Core Viewpoint - ASML's stock is experiencing significant sell-offs despite reporting strong second-quarter earnings, primarily due to cautious forward guidance from management [1][2][5] Financial Performance - ASML reported a net profit of 2.29 billion euros (approximately $2.66 billion) and sales of 7.7 billion euros (approximately $8.95 billion) for Q2, surpassing analyst expectations of 2.04 billion euros in profit and 7.52 billion euros in sales [4] - Year-over-year sales increased by roughly 23%, with a gross margin of 53.7% for the period [4] Future Outlook - The company anticipates annual revenue growth of approximately 15% and a gross margin of around 52% for the current year [5] - However, management expressed uncertainty about growth prospects for the next year due to macroeconomic and geopolitical risks, leading to investor concerns and subsequent stock sell-offs [5]

Core Insights - Johnson & Johnson's shares increased by 6.1% following the release of earnings that exceeded expectations and an upward revision of full-year guidance [1] Financial Performance - In the second quarter, Johnson & Johnson reported a revenue growth of 5.8%, reaching $23.7 billion, surpassing analyst expectations [2] - Adjusted earnings per share (EPS) were $2.77, a decline of 1.8% year-over-year, but still above analysts' forecasts [2] Cost and Tariff Impact - The decline in earnings was attributed to increased cost of goods sold, including amortization from the $14.6 billion acquisition of Intra-Cellular Therapies, which closed on April 2 [3] - Management anticipates a $200 million impact from tariffs this year, reduced from an earlier estimate of $400 million [3] Segment Growth - The Neuroscience unit experienced a 14.4% year-over-year growth in constant currency, aided by the Intra-Cellular acquisition, while the oncology segment grew by 22.3% [4] Revised Guidance - Management raised its full-year revenue guidance to a range of $93.2 billion to $93.6 billion and adjusted EPS guidance to $10.80 to $10.90, compared to previous guidance of $91 billion to $91.8 billion and $10.50 to $10.70 [4] Investment Perspective - Johnson & Johnson is positioned as a leading blue-chip pharmaceutical and medtech company, with a current valuation of 15 times the new earnings guidance and a dividend yield of 3.4%, making it attractive for income-oriented investors [6]

BlackRock, Inc. BLK on Tuesday reported that second-quarter 2025 revenue grew 13% year-over-year to $5.42 billion, beating the consensus of $5.34 billion. Adjusted operating income rose 12% to $2.09 billion. Adjusted EPS increased 16% to $12.05, beating the consensus of $10.80.Also Read: Big Banks Smash Earnings Expectations But Rally Fails To Produce New FuelGoldman Sachs maintains the Buy rating on BlackRock, revising the price forecast $1,163 from $1,115.Analyst Alexander Blostein on Wednesday wrote the ...

Bank of New York Mellon Corp. BK on Tuesday reported better-than-expected second-quarter 2025 results, topping both revenue and earnings estimates.The firm reported second-quarter adjusted earnings of $1.94 per share, up 28% from a year ago and above the Street estimate of $1.76. Revenue rose 9% year over year (YoY) to $5.03 billion, topping analysts' forecast of $4.83 billion."BNY's ongoing transformation has significant momentum. Only one year after the launch of our new commercial model last summer, we d ...

BlackRock, Inc. BLK reported better-than-expected earnings for the second quarter on Tuesday.The company reported that second-quarter 2025 revenue grew 13% year-over-year to $5.42 billion, beating the consensus of $5.34 billion. Adjusted EPS increased 16% to $12.05, beating the consensus of $10.80.Laurence Fink, Chairman and CEO, commented, "Our expanding client relationships are resonating in higher, more diversified organic base fee growth. We generated 6% organic base fee growth for the second quarter an ...

特此公告。 百济神州有限公司董事会 A股代码：688235 A股简称：百济神州 公告编号：2025-027 港股代码：06160 港股简称：百济神州 美股代码：ONC 百济神州有限公司 自愿披露关于公司举行业绩电话会议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承 担法律责任。 百济神州有限公司（以下简称"公司"）将于美国东部时间 2025 年 8 月 6 日（星期三）发布根据美国公认会计原则及美国证券交易委员 会适用规则编制的截至 2025 年 6 月 30 日止第二季度未经审计财务业绩 并同步发布根据中国企业会计准则编制的 2025 年半年度主要财务数据 公告。 公司管理团队将于美国东部时间 2025 年 8 月 6 日（星期三）上午 8 时（即北京时间 2025 年 8 月 6 日（星期三）晚上 8 时）举行业绩电话 会议。业绩电话会议将进行网络直播，可通过公司网站投资者关系页面 进 入 ， 网 址 为 https://ir.beonemedicines.com 、 https://sseir.beonemedicine ...

Key Takeaways GS reported Q2 EPS of $10.91, beating the estimate of $9.43 and rising from $8.62 a year ago. Global Banking and Markets revenues rose 24% to $10.1B, led by equities and FICC trading strength. GS raised its quarterly dividend 33.3% to $4.00 per share after clearing the 2025 Fed stress test.The Goldman Sachs Group, Inc.’s (GS) second-quarter 2025 adjusted earnings per share of $10.91 surpassed the Zacks Consensus Estimate of $9.43. This compares favorably with $8.62 in the year-ago quarter.Sh ...

当天，阿斯麦发布了第二季度的财报。财报显示，公司第二季度营收同比增长23.2%至76.9亿欧元，市场预期值75.5亿欧元；净利润为23 亿欧元，每股收益为5.90欧元，比市场预期值5.24欧元高出0.66欧元。与此同时，该公司下调了第三季度业绩指引，预计第三季度营业收 入为74亿欧元—79亿欧元，市场预期值82.6亿欧元。该公司下调了2025财年业绩指引，预计2025财年的营业收入将同比增长15%至325亿 欧元，市场预期值373.9亿欧元。 由于公司管理层对未来增长担忧并下调了业绩指引，荷兰知名光刻机生产商巨头阿斯麦(ASML.US)周三在欧洲和美国股市均出 现大幅下跌。 阿斯麦单季度营收增长趋势图（数据来源：Wind） 阿斯麦单季度净利润趋势图（数据来源：Wind） 阿斯麦首席执行官克里斯托弗·富凯（Christophe Fouquet）表示，2025年第二季度的财务表现达到了预期的上限，主要是由于更多的升级 业务和一次性成本降低。该季度里，ASML看到了光刻强度的持续进步，特别是在DRAM方面，TWINSCAN N XE:3800E光刻系统的推 出强化了这一趋势。此外，包括High-NAEUV在内的EU ...

U.S. stocks traded mixed this morning, with the Nasdaq falling around 0.1% on Wednesday.Following the market opening Wednesday, the Dow traded up 0.08% to 44,060.17 while the NASDAQ fell 0.05% to 20,667.98. The S&P 500 also rose, gaining, 0.03% to 6,245.49.Check This Out: How To Earn $500 A Month From Morgan Stanley Stock Ahead Of Q2 EarningsLeading and Lagging SectorsHealth care shares jumped by 1.2% on Wednesday.In trading on Wednesday, energy stocks dipped by 0.8%.Top HeadlineBank of America Corp BAC pos ...

The market expects Bridgewater (BWB) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...