TJX’s (NYSE:TJX) Q2 Sales Top EstimatesOff-price retail company TJX (
NYSE:TJX) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 6.9% year on year to $14.4 billion. On the other hand, next quarter’s revenue guidance of $14.41 billion was less impressive, coming in 2.1% below analysts’ estimates. Its GAAP profit of $1.10 per share was 8.5% above analysts’ consensus estimates.
Analog Devices (NASDAQ:ADI) Beats Expectations in Strong Q2, Provides Optimistic Revenue Guidance for Next QuarterManufacturer of analog chips Analog Devices (
NASDAQ:ADI) announced better-than-expected revenue in Q2 CY2025, with sales up 24.6% year on year to $2.88 billion. On top of that, next quarter’s revenue guidance ($3 billion at the midpoint) was surprisingly good and 6.4% above what analysts were expecting. Its non-GAAP profit of $2.05 per share was 5.1% above analysts’ consensus estimates.
Dycom (NYSE:DY) Misses Q2 Revenue Estimates, Stock DropsTelecommunications company Dycom (
NYSE:DY) fell short of the market’s revenue expectations in Q2 CY2025, but sales rose 14.5% year on year to $1.38 billion. Next quarter’s revenue guidance of $1.41 billion underwhelmed, coming in 4.1% below analysts’ estimates. Its GAAP profit of $3.33 per share was 14% above analysts’ consensus estimates.
Target (NYSE:TGT) Exceeds Q2 Expectations But Stock DropsGeneral merchandise retailer Target (
NYSE:TGT) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, but sales were flat year on year at $25.21 billion. Its non-GAAP profit of $2.05 per share was 0.7% above analysts’ consensus estimates.
Estée Lauder (NYSE:EL) Posts Q2 Sales In Line With Estimates But Stock Drops 10.5%Beauty products company Estée Lauder (
NYSE:EL) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 11.9% year on year to $3.41 billion. Its non-GAAP profit of $0.09 per share was in line with analysts’ consensus estimates.
Lowe's (NYSE:LOW) Posts Q2 Sales In Line With EstimatesHome improvement retailer Lowe’s (
NYSE:LOW) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 1.6% year on year to $23.96 billion. The company’s full-year revenue guidance of $85 billion at the midpoint came in 0.7% above analysts’ estimates. Its non-GAAP profit of $4.33 per share was 2.1% above analysts’ consensus estimates.
The 5 Most Interesting Analyst Questions From Stratasys’s Q2 Earnings CallStratasys reported flat sales year over year in Q2, with revenue coming in slightly above Wall Street’s expectations but the market reacting negatively given cautious management commentary and persistent delays in customer capital spending. CEO Yoav Zeif pointed to disciplined customer behavior and longer sales cycles, particularly for large production deals, as central challenges. Zeif described the environment as one where “customers maintain disciplined capital spending approaches as they await signs of normalcy to emerge,” highlighting that while engagement remains high, many significant deals have yet to close.
Noodles’s Q2 Earnings Call: Our Top 5 Analyst QuestionsNoodles & Company’s second quarter results disappointed investors, with revenue and profit metrics missing Wall Street expectations and the stock declining sharply after the report. Management attributed the underperformance primarily to weaker guest traffic and a misalignment between new menu pricing and consumer value perception. CEO Andrew Madsen acknowledged that the nationwide launch of the revamped menu, intended to improve food quality and brand identity, did not deliver the expected lift in guest visits, noting, “We experienced an unexpected decline in guest value perception following our menu launch in March.”
The Top 5 Analyst Questions From Kimball Electronics’s Q2 Earnings CallKimball Electronics posted second-quarter results that surpassed Wall Street’s revenue and profit expectations, with the market responding positively. Management credited this outcome to sequential sales growth, disciplined cost control, and strong cash flow generation, which enabled further debt reduction. CEO Richard Phillips highlighted the company’s progress in repositioning for profitable growth, citing a notable increase in customer wins and high-quality ratings. Phillips emphasized, “We made significant progress positioning the company for a return to profitable growth with noteworthy accomplishments, including a record number of wins for future business.”
The 5 Most Interesting Analyst Questions From European Wax Center’s Q2 Earnings CallEuropean Wax Center’s second quarter saw a positive market reaction despite a year-over-year sales decline and a revenue miss versus Wall Street expectations. Management pointed to early signs of stabilization in guest transaction trends and highlighted a disciplined approach to cost control and operational efficiency. CEO Chris Morris noted, “Our strategies are beginning to take hold,” referencing improvements in visit frequency among existing guests and enhanced marketing efficiency. The company also credited a test-and-learn approach and increased franchisee engagement as supporting factors.
The Top 5 Analyst Questions From Red Robin’s Q2 Earnings CallRed Robin’s Q2 results were received positively by investors, as the company exceeded Wall Street expectations for both revenue and adjusted profit despite ongoing sales challenges. Management credited operational improvements—specifically labor efficiency and cost discipline—for the margin recovery, with CEO Dave Pace highlighting the company’s “270 basis point improvement year-over-year in restaurant level operating profit margin…driven by 300 basis points of labor improvements.” The launch of the Big Yummm value promotion and a deliberate pullback in marketing spend were also noted as key factors influencing traffic and sales trends during the quarter.
The 5 Most Interesting Analyst Questions From Brinker International’s Q2 Earnings CallBrinker International delivered fiscal Q4 2025 results that surpassed Wall Street’s expectations, driven by strong same-store sales growth at Chili’s and considerable improvements in restaurant operating margins. Management credited these results to ongoing menu simplification, targeted operational investments, and upgraded kitchen equipment, all of which enhanced food quality and guest experience. CEO Kevin Hochman emphasized that “Chili’s has now beat the industry in the past 7 quarters on traffic,” attributing sustained performance to a disciplined focus on core menu items and improved labor deployment.
Cisco’s Q2 Earnings Call: Our Top 5 Analyst QuestionsCisco’s second quarter was shaped by strong demand for AI infrastructure and a refreshed networking product lineup, driving solid revenue and margin results. Despite meeting Wall Street’s expectations on key metrics, a modestly negative market reaction followed. Management attributed the performance to growth in webscale and enterprise orders, alongside continued adoption of advanced security products. CEO Charles Robbins noted, “We are innovating faster than ever before, making AI foundational in our designs and fusing security deep into our networking products.” The company also highlighted sequential improvements in order growth across most geographies, though softness persisted in public sector demand.
5 Insightful Analyst Questions From Ibotta’s Q2 Earnings CallIbotta’s second quarter results were met with a strongly negative market reaction, largely due to performance that came in below Wall Street expectations. Management attributed the underperformance to short-term disruptions stemming from an ongoing business transformation and reorganization of the sales force. CEO Bryan Leach described the company’s decision to pursue a broader strategic shift as a deliberate move to access larger media budgets and reposition Ibotta within the consumer packaged goods (CPG) promotions industry. He further acknowledged that, while early feedback on the new performance marketing model has been positive, delays in client ramp-up and validation were the primary causes of the revenue shortfall.
HD Q2 Deep Dive: Broad-Based Growth and Pro Ecosystem Drive Steady PerformanceHome improvement retail giant Home Depot (
NYSE:HD) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 4.9% year on year to $45.28 billion. Its non-GAAP profit of $4.68 per share was in line with analysts’ consensus estimates.
3 Industrials Stocks That Concern UsEven if they go mostly unnoticed, industrial businesses are the backbone of our country. Their momentum is also rising as lower interest rates have incentivized higher capital spending.
As a result, the industry has posted a 9.1% gain over the past six months, beating the S&P 500 by 4.4 percentage points.
3 Cash-Heavy Stocks That Fall ShortCompanies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments.
Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.
3 Services Stocks with Warning SignsBusiness services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. But increasing competition from AI-driven upstarts has tempered enthusiasm,
and over the past six months, the industry has pulled back by 2.6%. This drop was discouraging since the S&P 500 returned 4.7%.
3 Stocks Under $50 We Keep Off Our RadarStocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges.
However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
3 Consumer Stocks with Questionable FundamentalsThe performance of consumer discretionary businesses is closely linked to economic cycles. Over the past six months, it seems like demand trends are working against their favor as the industry
has tumbled by 1.8%. This drawdown was disheartening since the S&P 500 gained 4.7%.
2 Cash-Producing Stocks for Long-Term Investors and 1 We Brush OffA company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
1 Profitable Stock to Own for Decades and 2 Facing ChallengesNot all profitable companies are built to last - some rely on outdated models or unsustainable advantages.
Just because a business is in the green today doesn’t mean it will thrive tomorrow.
3 Consumer Stocks with Open QuestionsThe performance of consumer discretionary businesses is closely linked to economic cycles. This sensitive demand profile can cause discretionary stocks to plummet when macro uncertainty enters the fray,
and over the past six months, the industry has shed 1.8%. This drawdown was disappointing since the S&P 500 climbed 4.7%.
1 Cash-Producing Stock for Long-Term Investors and 2 We Turn DownWhile strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
2 Cash-Producing Stocks with Exciting Potential and 1 We IgnoreWhile strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
1 Volatile Stock Worth Your Attention and 2 We AvoidMarket swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
2 Growth Stocks to Stash and 1 Facing HeadwindsGrowth is a hallmark of all great companies, but the laws of gravity eventually take hold.
Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
1 Growth Stock Set to Flourishand 2 We AvoidGrowth is oxygen.
But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
3 Cash-Burning Stocks Walking a Fine LineCompanies that burn cash at a rapid pace can run into serious trouble if they fail to secure funding.
Without a clear path to profitability, these businesses risk dilution, mounting debt, or even bankruptcy.
3 Value Stocks That Concern UsValue investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
1 Unpopular Stock That Deserves Some Love and 2 We QuestionWall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
3 Cash-Producing Stocks We Steer Clear OfWhile strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
3 Russell 2000 Stocks with Warning SignsSmall-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names.
But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.
2 S&P 500 Stocks to Target This Week and 1 Facing ChallengesWhile the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner.
Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
2 Unpopular Stocks That Deserve Some Love and 1 That UnderwhelmWall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
1 Small-Cap Stock with Solid Fundamentals and 2 We QuestionSmall-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
3 of Wall Street’s Favorite Stocks to Consider Right NowWall Street has set ambitious price targets for the stocks in this article.
While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
3 Small-Cap Stocks We Find RiskySmall-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
3 Dow Jones Stocks to Keep an Eye OnThe Dow Jones (^DJI) includes some of the most reliable stocks in the market, and while not all are equal, a few continue to shine.
These companies are leveraging their strengths to maintain leadership and reward investors.
1 Healthcare Stock Worth Investigating and 2 Facing ChallengesFrom novel pharmaceuticals to telemedicine, most healthcare companies are on a mission to drive better patient outcomes. Despite the rosy long-term prospects, short-term headwinds such as COVID inventory destocking have harmed the industry’s returns -
over the past six months, healthcare stocks have collectively shed 7.1%. This drawdown is a far cry from the S&P 500’s 4.7% ascent.
1 Unpopular Stock That Should Get More Attention and 2 Facing HeadwindsWall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
2 S&P 500 Stocks to Own for Decades and 1 We IgnoreWhile the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner.
Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
1 Financials Stock with Promising Prospects and 2 We IgnoreFinancial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. But uncertainty about fiscal and monetary policy has tempered enthusiasm,
limiting the industry's gains to 2.2% over the past six months.
This return lagged the S&P 500's 4.7% climb.
3 Volatile Stocks We Steer Clear OfMarket swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
2 Small-Cap Stocks with Exciting Potential and 1 We QuestionInvestors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street.
Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.
1 S&P 500 Stock to Consider Right Now and 2 We Find RiskyThe S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning.
Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
3 Russell 2000 Stocks We’re Skeptical OfSmall-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names.
But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.
1 Volatile Stock for Long-Term Investors and 2 We Brush OffVolatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
3 Stocks Under $50 We Think Twice AboutThe $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead.
They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.
3 Reasons to Sell CTOS and 1 Stock to Buy InsteadCustom Truck One Source’s 25.6% return over the past six months has outpaced the S&P 500 by 20.9%, and its stock price has climbed to $6.03 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
3 Reasons GTLB Has Explosive Upside PotentialGitLab’s stock price has taken a beating over the past six months, shedding 34.6% of its value and falling to $44.08 per share. This may have investors wondering how to approach the situation.
2 Reasons to Sell SNEX and 1 Stock to Buy InsteadStoneX currently trades at $96.80 and has been a dream stock for shareholders. It’s returned 274% since August 2020, more than tripling the S&P 500’s 89% gain. The company has also beaten the index over the past six months as its stock price is up 14.4%.
3 Reasons JXN is Risky and 1 Stock to Buy InsteadOver the past six months, Jackson Financial has been a great trade, beating the S&P 500 by 7.4%. Its stock price has climbed to $95.74, representing a healthy 12.1% increase. This run-up might have investors contemplating their next move.
3 Reasons to Avoid EVGO and 1 Stock to Buy InsteadEVgo has had an impressive run over the past six months as its shares have beaten the S&P 500 by 30.7%. The stock now trades at $4.13, marking a 35.4% gain. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
3 Reasons VICR is Risky and 1 Stock to Buy InsteadOver the past six months, Vicor’s stock price fell to $47.75. Shareholders have lost 7.9% of their capital, which is disappointing considering the S&P 500 has climbed by 4.7%. This may have investors wondering how to approach the situation.
Nova (NVMI): 3 Reasons We Love This StockOver the past six months, Nova’s stock price fell to $254.36. Shareholders have lost 7% of their capital, which is disappointing considering the S&P 500 has climbed by 4.7%. This may have investors wondering how to approach the situation.
2 Reasons to Like CRWD (and 1 Not So Much)CrowdStrike has been treading water for the past six months, recording a small loss of 4.4% while holding steady at $417. The stock also fell short of the S&P 500’s 4.7% gain during that period.
2 Reasons to Watch BMRN and 1 to Stay CautiousOver the past six months, BioMarin Pharmaceutical’s stock price fell to $57. Shareholders have lost 17.1% of their capital, which is disappointing considering the S&P 500 has climbed by 4.7%. This may have investors wondering how to approach the situation.
3 Reasons to Sell GMS and 1 Stock to Buy InsteadGMS currently trades at $109.47 and has been a dream stock for shareholders. It’s returned 324% since August 2020, blowing past the S&P 500’s 89% gain. The company has also beaten the index over the past six months as its stock price is up 34.3% thanks to its solid quarterly results.
3 Reasons UPLD is Risky and 1 Stock to Buy InsteadUpland Software’s stock price has taken a beating over the past six months, shedding 43.4% of its value and falling to $2.53 per share. This may have investors wondering how to approach the situation.
2 Reasons to Avoid AFRM and 1 Stock to Buy InsteadSince February 2025, Affirm has been in a holding pattern, posting a small loss of 1.6% while floating around $73.44. The stock also fell short of the S&P 500’s 4.7% gain during that period.
3 Reasons to Avoid KMPR and 1 Stock to Buy InsteadOver the past six months, Kemper’s stock price fell to $53.87. Shareholders have lost 17.5% of their capital, which is disappointing considering the S&P 500 has climbed by 4.7%. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
Best Buy (BBY): Buy, Sell, or Hold Post Q1 Earnings?Over the last six months, Best Buy’s shares have sunk to $74.01, producing a disappointing 18.6% loss - a stark contrast to the S&P 500’s 4.7% gain. This may have investors wondering how to approach the situation.
Dollar General (DG): Buy, Sell, or Hold Post Q1 Earnings?What a fantastic six months it’s been for Dollar General. Shares of the company have skyrocketed 48.4%, hitting $112.99. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
3 Reasons to Sell CODI and 1 Stock to Buy InsteadShareholders of Compass Diversified would probably like to forget the past six months even happened. The stock dropped 65.1% and now trades at $7.31. This may have investors wondering how to approach the situation.
3 Reasons to Sell MCFT and 1 Stock to Buy InsteadMasterCraft’s 10.8% return over the past six months has outpaced the S&P 500 by 6.1%, and its stock price has climbed to $20.09 per share. This run-up might have investors contemplating their next move.
3 Reasons AMC is Risky and 1 Stock to Buy InsteadOver the past six months, AMC Entertainment’s stock price fell to $2.86. Shareholders have lost 18.1% of their capital, which is disappointing considering the S&P 500 has climbed by 4.7%. This might have investors contemplating their next move.
3 Reasons to Avoid PPBI and 1 Stock to Buy InsteadOver the last six months, Pacific Premier Bancorp’s shares have sunk to $22.53, producing a disappointing 9.1% loss - a stark contrast to the S&P 500’s 4.7% gain. This might have investors contemplating their next move.
3 Reasons WH is Risky and 1 Stock to Buy InsteadWhat a brutal six months it’s been for Wyndham. The stock has dropped 21.4% and now trades at $87.95, rattling many shareholders. This may have investors wondering how to approach the situation.
2 Reasons IT is Risky and 1 Stock to Buy InsteadGartner’s stock price has taken a beating over the past six months, shedding 51.6% of its value and falling to $243.33 per share. This may have investors wondering how to approach the situation.
Regional Banks Stocks Q2 Highlights: Old National Bank (NASDAQ:ONB)Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Old National Bank (
NASDAQ:ONB) and its peers.
Rockwell Automation (NYSE:ROK): Strongest Q2 Results from the Internet of Things GroupLooking back on internet of things stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Rockwell Automation (
NYSE:ROK) and its peers.
Advertising Software Stocks Q2 In Review: DoubleVerify (NYSE:DV) Vs PeersThe end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how DoubleVerify (
NYSE:DV) and the rest of the advertising software stocks fared in Q2.
Data & Business Process Services Stocks Q2 Highlights: CoStar (NASDAQ:CSGP)As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data & business process services industry, including CoStar (
NASDAQ:CSGP) and its peers.
Agricultural Machinery Stocks Q2 Earnings Review: Lindsay (NYSE:LNN) ShinesThe end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how agricultural machinery stocks fared in Q2, starting with Lindsay (
NYSE:LNN).
