NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Why Moderna (MRNA) Is Down 6.6% After Lowering 2025 Revenue Outlook on Delayed U.K. Shipments

Moderna recently lowered its 2025 revenue guidance by US$300 million due to a shift in timing for U.K. COVID-19 vaccine shipments, moving that revenue into early 2026, and released second-quarter results showing a year-over-year decline in revenue to US$142 million and a net loss of US$825 million. While the U.K. shipment timing reduces near-term visibility, the total value of Moderna's long-term contract with the U.K. remains unchanged, highlighting the continuing demand for its COVID-19...
NYSE:IEX
NYSE:IEXMachinery

How Investors Are Reacting To IDEX (IEX) Pursuing Tuck-in M&A and Revising 2025 Guidance

IDEX Corporation recently reported its second quarter 2025 financial results, announced the pursuit of tuck-in M&A opportunities, and revised both its full-year and third quarter guidance, with updated buyback activity through June 30, 2025. An interesting development is IDEX’s renewed emphasis on opportunistic acquisitions and capital allocation discipline, signaled during its earnings call amid a changing macroeconomic landscape and continued trade policy uncertainty. We’ll now examine how...
NasdaqGS:CGON
NasdaqGS:CGONBiotechs

CG Oncology (CGON) Is Down 7.4% After Wider Losses Offset by Royalties Ruling – Has the Narrative Shifted?

CG Oncology reported its second quarter and six-month results for the period ended June 30, 2025, revealing a net loss of US$41.43 million for the quarter, compared to US$18.9 million a year earlier, and a six-month net loss of US$75.88 million versus US$35.84 million previously. In addition to the larger-than-expected losses, the company received a favorable court verdict that it does not owe future royalties or payments to ANI Pharmaceuticals, further shaping its financial outlook. We'll...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Does Blue Bird's (BLBD) Share Buyback Reflect Strategic Confidence Amid Electric Bus Expansion?

The Little Rock School District in Arkansas announced it had received 25 Blue Bird electric school buses, funded by a US$9,875,000 EPA grant under the Clean School Bus Program, enhancing clean transportation for over 19,000 students. This significant delivery, alongside robust new electric and alternative-fuel bus orders, underscores Blue Bird’s position as a leader in supplying low-emission vehicles to school districts supported by major federal funding initiatives. We'll explore how Blue...
NasdaqGS:ALRM
NasdaqGS:ALRMSoftware

Should Alarm.com’s Raised Revenue Forecast and Q2 Growth Prompt a Closer Look From ALRM Investors?

Alarm.com Holdings reported second-quarter 2025 earnings, with revenue rising to US$254.31 million and net income reaching US$34.55 million, alongside a raised full-year revenue outlook to between US$990 million and US$996.4 million. This confidence in guidance was underpinned by continued momentum across SaaS, license, and hardware segments as well as recent product and market expansions. We’ll explore how Alarm.com Holdings’ decision to raise its annual revenue forecast could influence its...
NYSE:TEX
NYSE:TEXMachinery

How Terex's (TEX) Major Buyback and Earnings Moves Are Shaping Its Investment Story

In July 2025, Terex Corporation announced new earnings guidance for the full year and updated investors on recent share repurchases, while also reporting its second quarter results showing increased sales but a large drop in net income compared to the prior year. A key insight from these announcements is that Terex completed a major share buyback program and reduced its loan interest costs, signaling a clear focus on capital structure efficiency and shareholder returns. Now, we'll explore...