Recent Articles from StockStory

Waste management company Republic Services (NYSE:RSG) missed Wall Street’s revenue expectations in Q2 CY2025 as sales rose 4.6% year on year to $4.24 billion. The company’s full-year revenue guidance of $16.71 billion at the midpoint came in 0.9% below analysts’ estimates. Its non-GAAP profit of $1.77 per share was 0.7% above analysts’ consensus estimates.

Water management solutions company Zurn Elkay (NYSE:ZWS) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 7.9% year on year to $444.5 million. Its non-GAAP profit of $0.42 per share was 17.2% above analysts’ consensus estimates.

Regional banking company UMB Financial (NASDAQ:UMBF) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 76.7% year on year to $689.2 million. Its non-GAAP profit of $2.96 per share was 24.7% above analysts’ consensus estimates.

Data storage manufacturer Seagate (NASDAQ:STX) announced better-than-expected revenue in Q2 CY2025, with sales up 29.5% year on year to $2.44 billion. On the other hand, next quarter’s revenue guidance of $2.5 billion was less impressive, coming in 2.5% below analysts’ estimates. Its non-GAAP profit of $2.59 per share was 6% above analysts’ consensus estimates.

Freight delivery company Werner (NASDAQ:WERN) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 1% year on year to $753.1 million. Its non-GAAP profit of $0.11 per share was significantly above analysts’ consensus estimates.

Recreational vehicle (RV) and boat retailer Camping World (NYSE:CWH) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 9.4% year on year to $1.98 billion. Its non-GAAP profit of $0.57 per share was 4.8% below analysts’ consensus estimates.

Medical device company Penumbra (NYSE:PEN) announced better-than-expected revenue in Q2 CY2025, with sales up 13.4% year on year to $339.5 million. The company’s full-year revenue guidance of $1.36 billion at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP profit of $0.86 per share was 4.7% above analysts’ consensus estimates.

Bedding and comfort retailer Purple (NASDAQ:PRPL) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 12.6% year on year to $105.1 million. The company’s full-year revenue guidance of $475 million at the midpoint came in 1.7% above analysts’ estimates. Its non-GAAP loss of $0.11 per share was in line with analysts’ consensus estimates.

Auto insurance provider Mercury General (NYSE:MCY) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 12.7% year on year to $1.48 billion. Its GAAP profit of $3.01 per share was significantly above analysts’ consensus estimates.

Video game publisher Electronic Arts (NASDAQ:EA) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 32.4% year on year to $1.67 billion. On the other hand, next quarter’s revenue guidance of $1.8 billion was less impressive, coming in 5.9% below analysts’ estimates. Its GAAP profit of $0.79 per share was 23.8% above analysts’ consensus estimates.

Solar tracker company Nextracker (NASDAQ:NXT) announced better-than-expected revenue in Q2 CY2025, with sales up 20% year on year to $864.3 million. On the other hand, the company’s full-year revenue guidance of $3.33 billion at the midpoint came in 0.6% below analysts’ estimates. Its non-GAAP profit of $1.16 per share was 12.6% above analysts’ consensus estimates.

Sensor manufacturer Sensata Technology (NYSE:ST) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 8.9% year on year to $943.4 million. The company expects next quarter’s revenue to be around $915 million, close to analysts’ estimates. Its non-GAAP profit of $0.87 per share was 4% above analysts’ consensus estimates.

Freight delivery company Landstar (NASDAQ:LSTR) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 1.4% year on year to $1.21 billion. Its GAAP profit of $1.20 per share was 1.8% above analysts’ consensus estimates.

Industrial equipment manufacturer Kadant (NYSE:KAI) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales fell by 7.1% year on year to $255.3 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $259.5 million was less impressive, coming in 4.2% below expectations. Its non-GAAP profit of $2.31 per share was 18.9% above analysts’ consensus estimates.

Business software provider Freshworks (NASDAQ: FRSH) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 17.5% year on year to $204.7 million. The company expects next quarter’s revenue to be around $208.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.18 per share was 55.9% above analysts’ consensus estimates.

Coffeehouse chain Starbucks (NASDAQ:SBUX) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 3.8% year on year to $9.46 billion. Its non-GAAP profit of $0.50 per share was 22.6% below analysts’ consensus estimates.

Aircraft leasing company FTAI Aviation (NASDAQ:FTAI) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 52.4% year on year to $676.2 million. Its GAAP profit of $1.57 per share was 13.8% above analysts’ consensus estimates.

Regional banking company First Interstate BancSystem (NASDAQ:FIBK) missed Wall Street’s revenue expectations in Q2 CY2025 as sales only rose 1.6% year on year to $248.3 million. Its non-GAAP profit of $0.69 per share was 19.9% above analysts’ consensus estimates.

Packaged snacks company Mondelez (NASDAQ:MDLZ) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 7.7% year on year to $8.98 billion. Its non-GAAP profit of $0.73 per share was 7.7% above analysts’ consensus estimates.

Digital medical services platform Teladoc Health (NYSE:TDOC) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales fell by 1.6% year on year to $631.9 million. The company expects next quarter’s revenue to be around $625 million, close to analysts’ estimates. Its GAAP loss of $0.19 per share was 27.8% above analysts’ consensus estimates.

Regional banking company Northwest Bancshares (NASDAQ:NWBI) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 53.5% year on year to $150.4 million. Its non-GAAP profit of $0.30 per share was 7.1% above analysts’ consensus estimates.

Marine infrastructure company Orion (NYSE:ORN) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 6.8% year on year to $205.3 million. The company expects the full year’s revenue to be around $825 million, close to analysts’ estimates. Its non-GAAP profit of $0.07 per share was significantly above analysts’ consensus estimates.

Hotel and casino entertainment company Caesars Entertainment (NASDAQ:CZR) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 2.7% year on year to $2.91 billion. Its GAAP loss of $0.39 per share was significantly below analysts’ consensus estimates.

Data protection and security software company Varonis (NASDAQ:VRNS) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 16.7% year on year to $152.2 million. Guidance for next quarter’s revenue was optimistic at $165.5 million at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP profit of $0.03 per share was $0.02 above analysts’ consensus estimates.

Data analytics and digital solutions company ExlService Holdings (NASDAQ:EXLS) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 14.7% year on year to $514.5 million. The company expects the full year’s revenue to be around $2.06 billion, close to analysts’ estimates. Its non-GAAP profit of $0.49 per share was 8.2% above analysts’ consensus estimates.

Car rental services provider Avis (NASDAQ:CAR) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $3.04 billion. Its GAAP profit of $0.10 per share was 94.5% below analysts’ consensus estimates.

Mortgage insurance provider NMI Holdings (NASDAQ:NMIH) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 7.2% year on year to $173.8 million. Its non-GAAP profit of $1.22 per share was 2.6% above analysts’ consensus estimates.

Casino resort and entertainment company Red Rock Resorts (NASDAQ:RRR) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 8.2% year on year to $526.3 million. Its GAAP profit of $0.95 per share was significantly above analysts’ consensus estimates.

Communications chips maker Qorvo (NASDAQ: QRVO) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales fell by 7.7% year on year to $818.8 million. On top of that, next quarter’s revenue guidance ($1.03 billion at the midpoint) was surprisingly good and 7% above what analysts were expecting. Its non-GAAP profit of $0.92 per share was 46.2% above analysts’ consensus estimates.

Stock photography and footage provider Shutterstock (NYSE:SSTK) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 21.3% year on year to $267 million. Its non-GAAP profit of $1.19 per share was 5.3% above analysts’ consensus estimates.

Banking services provider Coastal Financial (NASDAQ:CCB) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 11.7% year on year to $119.4 million. Its GAAP profit of $0.71 per share was 15% below analysts’ consensus estimates.

A number of stocks fell in the afternoon session after bellwether United Parcel Service (UPS) reported weak earnings and withheld its full-year guidance, citing “macro-economic uncertainty” and low consumer sentiment. 

A number of stocks fell in the afternoon session after bellwether United Parcel Service (UPS) reported weak earnings and withheld its full-year guidance, citing “macro-economic uncertainty” and low consumer sentiment. 

A number of stocks fell in the afternoon session after bellwether United Parcel Service (UPS) reported weak earnings and withheld its full-year guidance, citing “macro-economic uncertainty” and low consumer sentiment. 

Shares of global car rental company Hertz (NASDAQ:HTZ) fell 3.4% in the afternoon session after bellwether United Parcel Service (UPS) reported weak earnings and withheld its full-year guidance, citing “macro-economic uncertainty” and low consumer sentiment. 

A number of stocks fell in the afternoon session after industry bellwether UnitedHealth Group (UNH) slashed its 2025 profit forecast after reporting a significant surge in medical costs, sending shockwaves across the health insurance sector. 

A number of stocks fell in the afternoon session after industry bellwether UnitedHealth Group (UNH) slashed its 2025 profit forecast after reporting a significant surge in medical costs, sending shockwaves across the health insurance sector. 

A number of stocks fell in the afternoon session after industry bellwether UnitedHealth Group (UNH) slashed its 2025 profit forecast after reporting a significant surge in medical costs, sending shockwaves across the health insurance sector. The core of the issue stems from an “unprecedented medical cost trend environment,” particularly within the Medicare Advantage market, which are privately run versions of the federal health insurance program. UnitedHealth, the largest provider in this space, now expects these costs to rise by 7.5% in 2025, a significant jump from its earlier 5% projection, with the potential to accelerate to almost 10% in 2026. In response, the insurer announced it will drop plans covering over 600,000 people. The company's lowered earnings forecast has raised investor concerns that these surging costs and utilization rates are an industry-wide problem, impacting the profitability of other carriers as well.

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. 

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. 

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending.

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. 

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. 

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. While the Conference Board's headline Consumer Confidence Index rose to 97.2 in July, the details painted a more cautious picture for investors. The Present Situation Index, a measure of consumers' assessment of current business and labor market conditions, actually fell. More telling for the sector, the report showed a decline in buying intentions for major discretionary items such as homes, cars, and most appliances. This combination of factors signals potential weakness in future consumer spending, casting a shadow over companies that rely on non-essential purchases.

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. While the Conference Board's headline Consumer Confidence Index rose to 97.2 in July, the details painted a more cautious picture for investors. The Present Situation Index, a measure of consumers' assessment of current business and labor market conditions, actually fell. More telling for the sector, the report showed a decline in buying intentions for major discretionary items such as homes, cars, and most appliances. This combination of factors signals potential weakness in future consumer spending, casting a shadow over companies that rely on non-essential purchases.

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. 

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. While the Conference Board's headline Consumer Confidence Index rose to 97.2 in July, the details painted a more cautious picture for investors. The Present Situation Index, a measure of consumers' assessment of current business and labor market conditions, actually fell. More telling for the sector, the report showed a decline in buying intentions for major discretionary items such as homes, cars, and most appliances. This combination of factors signals potential weakness in future consumer spending, casting a shadow over companies that rely on non-essential purchases.

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. While the Conference Board's headline Consumer Confidence Index rose to 97.2 in July, the details painted a more cautious picture for investors. The Present Situation Index, a measure of consumers' assessment of current business and labor market conditions, actually fell. More telling for the sector, the report showed a decline in buying intentions for major discretionary items such as homes, cars, and most appliances. This combination of factors signals potential weakness in future consumer spending, casting a shadow over companies that rely on non-essential purchases.

A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. 

A number of stocks fell in the afternoon session after reports pointed to a broad-based weakening of consumer health, highlighted by rising loan delinquencies and falling spending intentions. 

A number of stocks fell in the afternoon session after reports pointed to a broad-based weakening of consumer health, highlighted by rising loan delinquencies and falling spending intentions. 

A number of stocks fell in the afternoon session after reports pointed to a broad-based weakening of consumer health, highlighted by rising loan delinquencies and falling spending intentions. 

A number of stocks fell in the afternoon session after reports pointed to a broad-based weakening of consumer health, highlighted by rising loan delinquencies and falling spending intentions. 

Shares of waste management services provider Waste Management (NYSE:WM) jumped 3.3% in the afternoon session after the company reported strong second-quarter results that surpassed analyst expectations for both revenue and profit. The company posted revenue of $6.43 billion, marking a 19% increase year-over-year, alongside an adjusted earnings per share of $1.92. This growth was largely fueled by the acquisition of Stericycle, which contributed significantly to the positive results. In addition to beating on the top and bottom lines, Waste Management achieved a record operating expense margin, highlighting operational efficiency. The company also boosted investor confidence by raising its full-year free cash flow guidance by $125 million, projecting a range between $2.8 billion and $2.9 billion.

Shares of offshore banking group Butterfield Bank (NYSE:NTB) jumped 3.8% in the afternoon session after the company reported strong second-quarter financial results that beat analyst expectations and announced an increase in its shareholder returns. The bank posted earnings per share of $1.26, surpassing consensus estimates, on revenue of $146.40 million, which marked a 2.31% increase year-over-year. Alongside the positive earnings, Butterfield announced a 14% increase to its quarterly dividend, bringing it to $0.50 per share, and initiated a new share repurchase program. This enhanced capital return strategy, coupled with the strong quarterly performance, underscored management's confidence and commitment to delivering shareholder value. The reported earnings also represented a notable improvement compared to the $1.09 per share earned in the same quarter of the prior year.

Shares of home appliances manufacturer Whirlpool (NYSE:WHR) fell 12.6% in the afternoon session after the company reported disappointing second-quarter earnings, significantly cut its dividend, and lowered its full-year financial forecast. The company's second-quarter earnings per share of $1.34 missed analyst expectations, and net sales fell 5.4% year-over-year to $3.77 billion. Management pointed to declining global demand, increased promotions, and competitors stockpiling imports ahead of U.S. tariffs as key pressures on the results. In response to the challenging environment, Whirlpool reduced its full-year earnings guidance to a range of $6.00 to $8.00 per share, a significant drop from its previous forecast of around $10.00. The company also announced a major cut to its annual dividend, lowering it to $3.60 per share. Following the news, Bank of America downgraded the stock to "underperform" and reduced its price target to $70.

Shares of semiconductor design software provider Cadence Design Systems (NASDAQ:CDNS) jumped 9.1% in the afternoon session after the company reported strong second-quarter results that surpassed analyst expectations and raised its full-year financial outlook. The electronic design automation (EDA) company, which provides software and hardware for designing semiconductors, posted second-quarter adjusted earnings of $1.65 per share on revenue of $1.28 billion. This revenue figure represented a 20% increase year-over-year, and both metrics beat analyst forecasts. The strong performance was attributed to high demand from the artificial intelligence, high-performance computing, and automotive sectors. This result came despite Cadence disclosing a one-time charge of $140.6 million to settle legal proceedings with the U.S. government over its business operations in China. Investors appeared to focus on the strong results, as the company also increased its 2025 revenue forecast to a range of $5.21 billion to $5.27 billion and its adjusted EPS guidance to between $6.85 and $6.95. Following the news, analysts at firms including J.P. Morgan and Wells Fargo raised their price targets.

Shares of diversified bank holding company Merchants Bancorp (NASDAQCM:MBIN) fell 8.9% in the afternoon session after the company reported disappointing second-quarter 2025 earnings that fell significantly short of analyst expectations. The bank posted diluted earnings per share of $0.60, missing the consensus analyst estimate of $1.12. Net income for the quarter came in at $38.0 million, a significant drop from the $76.4 million earned in the same period a year earlier. The company attributed the decline primarily to a large increase in its provision for credit losses. This provision was linked to lower appraised values on multi-family properties and an ongoing investigation into borrower mortgage fraud. In response to the results, analysts at Raymond James lowered their price target on the stock, highlighting the earnings miss and increased net charge-offs.

Shares of equipment rental company Herc Holdings (NYSE:HRI) fell 17.9% in the afternoon session after the company issued a disappointing full-year forecast that overshadowed its second-quarter financial results. While the equipment rental company's revenue grew 18.2% year-over-year to $1.00 billion, it reported a net loss of $35 million. This loss stemmed primarily from $73 million in costs related to its acquisition of H&E Equipment Services and a $49 million asset impairment. The market reacted negatively to the company's updated guidance for the full year, with its revenue projection falling 15% below analyst expectations. The acquisition also increased Herc's debt load and pushed its net leverage ratio to 3.8x, amplifying concerns about the company's financial stability amid the costly integration process.

Shares of global pharmaceutical company Merck (NYSE:MRK) fell 3.2% in the afternoon session after the company reported second-quarter financial results that missed revenue expectations and revealed a new multi-year cost-cutting initiative. The pharmaceutical giant posted total sales of $15.8 billion, representing a 2% decrease from the same period last year. This revenue shortfall was primarily driven by a steep 55% drop in sales for its Gardasil vaccine, which faced declining demand in China. While the company's earnings per share beat analysts' forecasts, investors appeared to focus on the top-line miss. Alongside the earnings, Merck announced a major restructuring plan aimed at saving $3 billion annually through measures that included layoffs and real estate reductions. The company stated these savings would be reinvested to support new product launches and its research pipeline.

Shares of manufacturing company Stanley Black & Decker (NYSE:SWK) fell 7.8% in the afternoon session after the company reported second-quarter results that beat profit forecasts but fell short on revenue, raising investor concerns about sales and profitability. The toolmaker posted adjusted earnings of $1.08 per share, which beat Wall Street forecasts. However, revenues of approximately $3.95 billion missed consensus estimates and represented a 2% decline from the prior year. The company attributed the sales drop to a sluggish outdoor buying season and disruptions related to tariffs. Compounding the concerns, the company's gross margin also declined year-over-year, signaling pressure on its profitability. The combination of a revenue shortfall and shrinking margins overshadowed the earnings beat, leading investors to sell off the stock.

Shares of biopharmaceutical company Incyte Corporation (NASDAQ:INCY) jumped 10.4% in the afternoon session after the company reported second-quarter financial results that beat analyst expectations and raised its full-year guidance for its top-selling drug, Jakafi. The specialty drugmaker posted quarterly revenue of $1.22 billion, a significant 17.3% increase from the previous year, which surpassed the consensus estimate of $1.15 billion. Its adjusted profit of $1.57 per share also came in ahead of Wall Street's forecasts. The strong performance was driven by robust product sales, with revenue from its flagship drug Jakafi growing by 8% and sales of its Opzelura cream surging 35% year-over-year. Citing continued demand, Incyte lifted its 2025 sales forecast for Jakafi to a new range of $3.0 billion to $3.05 billion.

Shares of aerospace and defense company Boeing (NYSE:BA) fell 3.8% in the afternoon session as investors focused on production delays and potential labor disputes despite reporting better-than-expected second-quarter revenue and a smaller loss. The company posted quarterly revenue of $22.7 billion and a core loss per share of $1.24, both beating analyst forecasts. However, positive sentiment was tempered by significant headwinds. Boeing announced that the certification for its new 777-9 and 737 MAX 7 and 10 models was delayed until 2026, a notable setback. 

Shares of electrical and electronic products company Hubbell (NYSE:HUBB) fell 3.2% in the afternoon session after the company reported mixed second-quarter financial results, where a miss on revenue overshadowed a strong earnings beat. The electrical products manufacturer posted revenue of $1.48 billion, which fell short of analysts' consensus estimates of $1.51 billion. This top-line miss appeared to concern investors more than the company's otherwise strong bottom-line performance. Hubbell reported adjusted earnings of $4.93 per share, significantly surpassing Wall Street expectations. Furthermore, the company raised its full-year earnings guidance to a range of $17.65 to $18.15 per share. Despite the positive earnings and improved outlook, the market's reaction suggested that the slowdown in sales growth weighed heavily on sentiment.

Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 12.7% in the afternoon session after the company reported stellar second-quarter financial results that surpassed analyst expectations, driven by surging demand for its AI-related products. The materials science company announced that core sales grew 12% year-over-year to $4.05 billion, while core earnings per share (EPS) jumped 28% to $0.60, beating analyst estimates. This performance was largely attributed to the Optical Communications division, where enterprise sales soared by an impressive 81% year-over-year, propelled by strong demand for products used in Generative AI. Bolstering investor confidence, the company also issued an optimistic forecast for the third quarter, projecting core sales of around $4.2 billion and signaling that management expected the positive momentum to persist.

Shares of heating, ventilation, air conditioning, and refrigeration company Carrier Global (NYSE:CARR) fell 11.4% in the afternoon session after the company reported mixed second-quarter financial results and lowered its full-year sales guidance for its residential segment. Although the air conditioner maker beat analysts' estimates for second-quarter profit with a 26% year-over-year increase in adjusted earnings per share to $0.92, its revenue of $6.11 billion fell short of consensus estimates. Investor concern appeared to center on the company's outlook. Carrier lowered its full-year forecast for residential organic sales growth, citing a late start to the summer which led to a fall in orders. The market's negative reaction suggested that the revenue miss and reduced guidance for a key segment outweighed the strong profit performance.

Shares of parcel delivery company UPS (NYSE:UPS) fell 8.8% in the afternoon session after the company reported second-quarter results that missed profit expectations and refrained from providing a full-year financial outlook, citing economic uncertainty. The shipping giant posted an adjusted earnings per share of $1.55, just shy of the $1.57 analysts had predicted. While revenue of $21.2 billion was slightly ahead of forecasts, it represented a nearly 3% decline from the previous year. The company's decision to not issue new full-year guidance appeared to be a significant driver of the stock's decline, as management pointed to "macro-economic uncertainty." Adding to the concerns, UPS’s U.S. domestic operating margin of 7% came in below the forecast of 7.3%, signaling pressure on profitability.

Shares of regional banking company Enterprise Financial Services (NASDAQ:EFSC) jumped 3.6% in the morning session after the company reported strong second-quarter 2025 financial results that surpassed analyst expectations. The financial holding company announced adjusted earnings of $1.37 per share, comfortably beating the consensus analyst estimate of around $1.21. Revenue also painted a positive picture, coming in at $173.4 million for the quarter, which was ahead of Wall Street forecasts. The company’s performance was supported by growth in key areas, as net interest income reached $152.8 million and total loans increased to $11.4 billion. Adding to the positive news for shareholders, Enterprise Financial Services also announced an increase to its quarterly dividend, signaling confidence from management in the company's financial health.

Shares of health coverage company Centene (NYSE:CNC) fell 3.3% in the morning session after JPMorgan cut its price target on the managed care company to $30 from $48. This move by JPMorgan followed Centene's recent second-quarter earnings report, where the company posted a loss of $0.16 per share, missing analyst estimates. The poor results were largely attributed to a significant reduction in the company's net 2025 Marketplace risk adjustment revenue transfer estimate, an issue that first came to light when Centene withdrew its full-year guidance on July 1st. The company's performance prompted a series of downgrades from Wall Street, with firms like UBS, Wells Fargo, and Morgan Stanley also cutting their price targets, signaling widespread concern over the company's ability to restore its earnings trajectory.

Shares of off-Road and powersports vehicle corporation Polaris (NYSE:PII) jumped 10.9% in the morning session after the company reported second-quarter earnings and revenue that significantly surpassed analyst expectations. The off-road vehicle maker posted adjusted earnings per share of $0.40, a substantial beat compared to the consensus estimate. Additionally, revenue for the quarter came in at $1.85 billion, exceeding Wall Street's forecast of $1.74 billion. Despite the strong performance against estimates, total sales did fall by about 6% compared to the same period last year. The positive results also came alongside guidance for the next quarter that was better than analysts had anticipated. Investors appeared to focus on the better-than-expected profitability and outlook, even as the company withheld its full-year guidance, citing macroeconomic uncertainty.

Shares of real estate firm JLL (NYSE:JLL) jumped 6.6% in the morning session after its peer in the real estate services sector, CBRE Group, reported strong second-quarter earnings and revenues that surpassed analyst expectations. The positive results from a major industry competitor suggested favorable market conditions for the entire real estate services sector. This sentiment was bolstered by the fact that JLL was scheduled to report its own results on August 6, with consensus earnings per share estimates having been revised higher over the past month. The expected earnings represented a significant year-over-year increase, indicating analyst confidence.

Shares of cruise vacation company Royal Caribbean (NYSE:RCL) fell 5% in the morning session after the company's second-quarter revenue slightly missed Wall Street expectations and its third-quarter profit forecast was underwhelming. The negative reaction occurred despite the cruise operator reporting stronger-than-expected second-quarter profits, with adjusted earnings of $4.38 per share, and raising its full-year guidance. However, the company's revenue of $4.54 billion came in just shy of the $4.55 billion consensus estimate. Digging deeper, concerns may have also stemmed from a projected increase in net cruise costs for the third quarter and a slowdown in net yield growth, a key measure of profitability.

Shares of insurance holding company Globe Life (NYSE:GL) jumped 4.3% in the morning session after the company announced it was cleared in a federal investigation into its sales practices. The company announced that the U.S. Attorney's Office for the Western District of Pennsylvania closed its investigation into sales practices by certain independent agents. According to the release, the Department of Justice would not be taking any enforcement action against Globe Life or its subsidiary, American Income Life. This development removed a significant legal uncertainty for investors. In response to the news, an analyst from Keefe, Bruyette & Woods maintained an "Outperform" rating on the stock and raised the price target. The positive update followed the company's recent second-quarter results, where it had reported increased net income and a 5% rise in life insurance premiums.

Shares of accounting automation software maker Blackline (NASDAQ:BL) jumped 3.3% in the morning session after Raymond James upgraded the stock from Market Perform to Outperform, setting a price target of $67.00. The investment firm cited several reasons for its optimistic outlook, including expectations for significant growth in the second half of 2025 and into 2026. Analysts highlighted the company's partnership with SAP, favorable pricing, strong enterprise deal momentum, and new opportunities in the public sector as key growth drivers. Adding to the positive news, BlackLine also announced the appointment of seasoned enterprise software executive Greg Hughes to its Board of Directors, a move that strengthened the board's strategic expertise.

Shares of clinical research company Medpace Holdings (NASDAQ:MEDP) fell 3.3% in the morning session after UBS downgraded the stock to 'Sell' from 'Neutral', sending shares lower. The investment bank expressed concerns that Medpace's near and mid-term financial targets appeared "overly ambitious" given a weak industry environment. UBS noted that meeting its objectives would require record bookings in the second half of the year, which seemed challenging due to several negative factors. These factors included weak biotech capital markets, fewer clinical trial starts, and muted hiring. The downgrade came despite a slight increase in the firm's price target on the stock to $305 from $300. Recent news of significant stock sales by the company's President and CFO also may have contributed to investor concerns.