Shares of filtration equipment manufacturer Donaldson (NYSE:DCI)
jumped 7.6% in the afternoon session after the company reported third-quarter 2025 results that beat analyst estimates for both revenue and earnings and slightly raised its full-year guidance. Donaldson announced sales of $935.4 million, a 3.9% increase from the previous year. The company posted an adjusted earnings per share of $0.94, which was 13.3% higher year on year and surpassed expectations. Following the performance, Donaldson slightly boosted its full-year outlook, raising the midpoint for its adjusted earnings guidance to $4.03 per share.
Shares of digital lending platform LendingClub (NYSE:LC) jumped 3.6% in the afternoon session after JPMorgan raised its price target on the company's stock to $25 from $22 while maintaining an 'Overweight' rating. The investment bank also identified Lending Club as its 'Top Pick,' noting the new target represented a potential 33% upside. This positive view came on the heels of other favorable news for the company. LendingClub had recently reported third-quarter earnings that beat analyst expectations. The company also announced a $100 million stock repurchase program and revealed a new partnership to enter the home improvement financing market, a sector valued at $500 billion.
Shares of insurance software provider Guidewire Software (NYSE:GWRE) fell 1.5% in the afternoon session after the company announced third-quarter 2025 financial results that beat analyst expectations and included a raised full-year forecast. This decline occurred despite the positive report, which detailed revenue of $332.6 million, up 26.5% from the prior year. The results surpassed estimates, and the company also lifted its full-year revenue guidance. Growth was supported by a 21.6% year-over-year increase in Annual Recurring Revenue (ARR), a key metric for software firms. The negative stock reaction may be a case of investors taking profits, as the shares had jumped 4.9% immediately following the announcement.
Shares of hotel and casino entertainment company Caesars Entertainment (NASDAQ:CZR)
fell 2.9% in the afternoon session after Jefferies downgraded the stock to Hold from Buy and other investment firms cut their price targets, citing concerns over the company's growth prospects and digital operations. The downgrade from Jefferies was prompted by worries about the company's growth path and a 46% drop in earnings from its digital gaming division. Other analysts also expressed caution, with CFRA lowering its price target due to concerns about Caesars' balance sheet. Stifel also reduced its price target, pointing to disappointing digital performance. The wave of negative analyst sentiment followed the company's announcement that Vice Chair of the Board Don Kornstein planned to retire, effective December 31, 2025.
Shares of memory chips maker Micron (NYSE:MU)
fell 3.3% in the afternoon session after the company announced its decision to exit the crucial consumer memory business to focus on more strategic growth areas. This move involved shutting down its well-known "Crucial" brand, which sold products like RAM and SSDs. The company stated it would redirect resources toward the rapidly growing demand for advanced memory chips used in artificial intelligence (AI) and data centers. While the company planned to continue shipping consumer products until early 2026 to ensure a smooth transition, the announcement marked a significant shift in its business focus. The stock's drop suggested investor concern regarding the strategic change.
Shares of custom-engineered solutions manufacturer Methode Electronics (NYSE:MEI)
fell 10.4% in the afternoon session after the company reported third-quarter results that showed a steep year-over-year sales decline, overshadowing revenue that came in ahead of estimates. The custom-engineered solutions manufacturer posted an adjusted loss of $0.19 per share, which was in line with analysts' expectations. Although total revenue of $246.9 million beat expectations, it still marked a 15.6% drop from the same period in the previous year. While the company reconfirmed its full-year revenue guidance, the market's reaction suggested investors were more focused on the significant drop in current sales and the reported loss.
Shares of specialty insurance provider Skyward Specialty Insurance (NASDAQ:SKWD) jumped 4.7% in the afternoon session after the company received the necessary regulatory approvals for its acquisition of Apollo Group Holdings Limited and announced strong financial guidance for 2026. The transaction was expected to close early in the first quarter of 2026. Looking ahead, Skyward Specialty projected its gross written premiums for the 2026 fiscal year to be between $2.65 billion and $2.8 billion. The company also forecast net income to range from $207 million to $216 million. In response to these developments, a Citizens JMP analyst maintained a Buy rating on the stock and increased the price target to $80 from $75 per share, signaling confidence in the company's direction.
Shares of packaged foods company Hormel (NYSE:HRL)
jumped 3.2% in the afternoon session after the company provided an optimistic financial outlook for its 2026 fiscal year, which overshadowed mixed third-quarter results. Although Hormel's revenue of $3.19 billion slightly missed analyst estimates, its adjusted earnings of $0.32 per share surpassed Wall Street's expectations. Investors appeared to focus more on the future, as Hormel projected its adjusted earnings for the 2026 fiscal year to be between $1.43 and $1.51 per share, on revenues of $12.2 billion to $12.5 billion. This forecast came in ahead of what analysts had anticipated. The positive guidance was a key factor in the stock's rise, even as the company noted that profitability in the recent quarter was challenged by high input costs.
Shares of personal wellness company WeightWatchers (NASDAQ:WW) fell 3.4% in the afternoon session after investors reacted to weak analyst sentiment and a recent earnings report that showed a significant miss on profits. The company reported a loss per share of $0.44, which was wider than the consensus estimate of a $0.14 loss. This indicated that the company's financial performance was worse than experts had predicted. Although the company's revenue of $172.09 million slightly beat expectations, the larger-than-expected loss seemed to be the primary concern driving the stock down. The overall analyst view was cautious, with an average rating of "Reduce" based on two "Hold" ratings and one "Sell" rating.
Shares of defense, intelligence, and IT solutions provider CACI International (NYSE:CACI)
jumped 3.6% in the afternoon session after the company secured a five-year task order valued at up to $145 million to provide engineering support services to the U.S. Navy's Portsmouth Naval Shipyard. The work was intended to help maintain fleet readiness, particularly for undersea platforms requiring rapid deployment. This support covered multiple submarine and submersible engineering areas focused on modernization, maintenance, and repair activities. This news followed another announcement that CACI received a three-year task order worth up to $79 million to support the US Army's efforts in countering electronic warfare threats. Together, the contracts highlighted the company's continued success in securing significant government work.
Shares of electricity storage and software provider Fluence (NASDAQ:FLNC)
jumped 15.9% in the afternoon session after UBS significantly increased its price target on the energy storage company's stock to $22 from $8. This move came even as the bank kept its "Neutral" rating. According to UBS, the large target increase reflected Fluence's high growth rate compared to its peers and better visibility into improving gross margins, which are a measure of profitability. The positive analyst action followed a similar update from the previous day, when Citigroup also maintained a "Neutral" rating but boosted its price target on the stock to $20 from $7.50.
Shares of railcar products and services provider Trinity (NYSE:TRN)
jumped 2.1% in the afternoon session after the company announced it was increasing its quarterly dividend. Trinity Industries declared it would raise its quarterly dividend to 31 cents per share, up from the previous 30 cents. This move marked the company's seventh consecutive year of dividend growth. The distribution also represented its 247th consecutively paid dividend to stockholders. Such a long history of consistent dividend payments and increases often signals to investors that a company is financially healthy and confident in its future, underscoring its commitment to returning value to shareholders.
Shares of government IT services provider Science Applications International Corporation (NASDAQ:SAIC) jumped 16.6% in the afternoon session after the company reported third-quarter results that beat profit estimates and raised its full-year guidance. While revenue for the quarter was in line with Wall Street's expectations at $1.87 billion, it marked a 5.6% decrease year-over-year. However, investors focused on the company's strong profitability. SAIC posted adjusted earnings of $2.58 per share, significantly surpassing analyst estimates by over 20%. Adjusted EBITDA, a measure of core profitability, also came in 5% ahead of consensus at $185 million. Building on this strong performance, SAIC lifted its adjusted earnings per share forecast for the full year to a midpoint of $9.90.
Cybersecurity AI platform provider SentinelOne (NYSE:S) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 22.9% year on year to $258.9 million. On the other hand, next quarter’s revenue guidance of $271 million was less impressive, coming in 0.8% below analysts’ estimates. Its non-GAAP profit of $0.07 per share was 31.5% above analysts’ consensus estimates.
Medical device company CooperCompanies (NASDAQ:COO) met Wall Streets revenue expectations in Q3 CY2025, with sales up 4.6% year on year to $1.07 billion. The company expects next quarter’s revenue to be around $1.02 billion, coming in 0.6% above analysts’ estimates. Its non-GAAP profit of $1.15 per share was 3.2% above analysts’ consensus estimates.
IoT solutions provider Samsara (NYSE:IOT) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 29.2% year on year to $416 million. Guidance for next quarter’s revenue was better than expected at $422 million at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $0.15 per share was 26.4% above analysts’ consensus estimates.
EV charging solutions provider ChargePoint Holdings (NYSE:CHPT) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 6.1% year on year to $105.7 million. Guidance for next quarter’s revenue was optimistic at $105 million at the midpoint, 2.5% above analysts’ estimates. Its GAAP loss of $2.23 per share was 3% below analysts’ consensus estimates.
Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) fell short of the markets revenue expectations in Q3 CY2025, but sales rose 14.4% year on year to $9.68 billion. Next quarter’s revenue guidance of $9.2 billion underwhelmed, coming in 6.4% below analysts’ estimates. Its non-GAAP profit of $0.62 per share was 6.5% above analysts’ consensus estimates.
The company, however, hiked its fiscal 2026 adjusted earnings outlook to a range of $2.25 to $2.45 per share and raised the midpoint of free cash flow guidance.
The mechanics, the rumours, the outages and the physical tightness that are forcing investors to rethink how silver actually trades in moments of stress.
Business intelligence platform Domo (NASDAQ:DOMO) met Wall Streets revenue expectations in Q3 CY2025, but sales were flat year on year at $79.4 million. On the other hand, next quarter’s revenue guidance of $78.5 million was less impressive, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $0.01 per share was significantly above analysts’ consensus estimates.
Electronic signature company DocuSign (NASDAQ:DOCU) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 8.4% year on year to $818.4 million. The company expects next quarter’s revenue to be around $827 million, close to analysts’ estimates. Its non-GAAP profit of $1.01 per share was 10.4% above analysts’ consensus estimates.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up by +0.11%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down by -0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -0.10%. December E-mini S&P futures (ESZ25 ) ros...
American firearms manufacturer Smith & Wesson (NASDAQ:SWBI) reported Q3 CY2025 results topping the market’s revenue expectations, but sales fell by 3.9% year on year to $124.7 million. Its non-GAAP profit of $0.04 per share was $0.02 above analysts’ consensus estimates.
Personalized clothing company Stitch Fix (NASDAQ:SFIX) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 7.3% year on year to $342.1 million. On top of that, next quarter’s revenue guidance ($337.5 million at the midpoint) was surprisingly good and 9.6% above what analysts were expecting. Its GAAP loss of $0.05 per share was in line with analysts’ consensus estimates.
Clothing and footwear retailer Zumiez (NASDAQ:ZUMZ) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 7.5% year on year to $239.1 million. Guidance for next quarter’s revenue was optimistic at $293.5 million at the midpoint, 2.7% above analysts’ estimates. Its GAAP profit of $0.55 per share was significantly above analysts’ consensus estimates.
