NasdaqGS:CLMT
NasdaqGS:CLMTOil and Gas

Calumet (CLMT) Is Down 8.8% After Q2 Loss Widens Despite Strong Renewables Execution – Has the Bull Case Changed?

Calumet, Inc. recently reported second quarter 2025 financial results, posting sales of US$1.03 billion and a net loss of US$147.9 million, both down versus the prior year period. Despite the larger loss, the company highlighted ongoing regulatory progress and strong operational execution, particularly in its Montana Renewables segment. We will explore how the rise in losses, despite solid renewables execution, may impact Calumet's longer-term investment outlook. The latest GPUs need a type...
NasdaqGS:CBRL
NasdaqGS:CBRLHospitality

Why Cracker Barrel (CBRL) Is Up 6.8% After Analyst Upgrades and Rising Earnings Estimates – And What's Next

Earlier this year, Cracker Barrel Old Country Store received a Zacks Rank upgrade and saw its full-year earnings estimates rise, reflecting growing analyst confidence and outperforming its Retail-Wholesale sector peers. An important development is Cracker Barrel's strengthening outlook amid industry-wide benefits from menu price increases and operational improvements, underlining its effective adaptation to current restaurant trends. We'll examine how this improved analyst sentiment and...
NYSE:WS
NYSE:WSMetals and Mining

Did Hedge Fund Buying Just Shift Worthington Steel’s (WS) Investment Narrative This Quarter?

Worthington Steel, Inc. recently rebounded in the second quarter following strong fiscal fourth quarter results ending in May, with more hedge funds adding the company to their portfolios compared to the previous quarter. This renewed investor interest, alongside continued support from firms such as Springview Capital Management, highlights Worthington Steel's appeal as a cyclical opportunity despite previous underperformance. We'll explore how increased hedge fund ownership could shape...
NYSE:DAY
NYSE:DAYProfessional Services

How Strong Q2 Results and Upgraded Outlook at Dayforce (DAY) Have Changed Its Investment Story

Dayforce Inc. recently released its second quarter 2025 earnings, reporting revenue of US$464.7 million and net income of US$21.3 million, turning around from a net loss in the same period last year, and issued updated guidance projecting total revenue for the full year in the range of US$1.94 billion to US$1.96 billion. This marks a period of strong year-over-year revenue and profit growth for the company, with management also completing a share buyback of 1.5 million shares for US$87.33...