NasdaqGS:LKFN
NasdaqGS:LKFNBanks

What Lakeland Financial (LKFN)'s Surging Net Charge Offs and Profit Growth Means For Shareholders

In the past quarter, Lakeland Financial Corporation reported very large net charge offs of US$28.88 million compared to US$949,000 a year earlier, alongside increased net interest income and net income for the period ended June 30, 2025. This sharp jump in credit losses came even as the company's earnings per share and overall profitability showed year-over-year improvement. We'll explore how the contrast between higher earnings and surging net charge offs shapes Lakeland Financial's...
NYSE:MAN
NYSE:MANProfessional Services

Why ManpowerGroup (MAN) Is Up 5.7% After Reporting Q2 Loss and Weak Q3 Guidance and What's Next

ManpowerGroup Inc. reported a net loss of US$67.1 million for the second quarter and issued third-quarter earnings guidance of US$0.77 to US$0.87 per share, both of which are significantly below prior-year levels. This shift from profitability to losses, paired with cautious guidance, highlights ongoing operational pressures and indicates that the company's near-term outlook remains subdued. We will examine how ManpowerGroup's transition to losses reflects operational challenges that could...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Why Sunrun (RUN) Is Up 5.3% After Puerto Rico Battery Dispatch and $431M Securitization News and What's Next

Earlier this week, Sunrun began dispatching more than 37,000 home batteries to supply emergency power to Puerto Rico's grid operator during periods of high electricity demand, while also announcing the completion of a US$431 million securitization of leases and power purchase agreements backed by over 63,000 systems across the US. This dual development highlights Sunrun's growing impact on both local grid resilience through distributed energy resources and its access to capital markets for...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

Did Strong Q2 Results and Share Buybacks Just Shift SkyWest's (SKYW) Investment Narrative?

SkyWest recently announced its second quarter 2025 results, reporting revenue of US$1.04 billion and net income of US$120.27 million, both up from the prior year, alongside progress on its share repurchase program. The combination of strong earnings growth and share buybacks highlights ongoing improvements in operational performance and an emphasis on returning value to shareholders. We'll explore what SkyWest's continued earnings growth and share repurchases could mean for its future...
NYSE:GVA
NYSE:GVAConstruction

Should Guam Missile Defense Contract Win Require Action From Granite Construction (GVA) Investors?

Granite Construction and its joint venture partner previously secured a federally funded US$158 million task order from the Naval Facilities Engineering Command for a large-scale missile defense project in Guam, and were also awarded a US$17 million bridge replacement contract by the Utah Department of Transportation. These wins strengthen Granite’s order backlog and provide added visibility for future revenues, reflecting ongoing demand for its infrastructure expertise. We’ll explore how...
NYSE:FBK
NYSE:FBKBanks

Should FB Financial’s (FBK) Declining EPS and Rising Net Interest Income Prompt Investor Action?

FB Financial Corporation recently reported its second quarter and half-year 2025 results, highlighting an increase in net interest income to US$111.42 million for the quarter, but a significant decrease in net income and earnings per share compared to the prior year. While the company completed a substantial share buyback and maintained low net charge-offs, the sharp reduction in profitability stands out against the overall operational activity for the period. We'll explore how the drop in...
NasdaqGS:ONB
NasdaqGS:ONBBanks

Why Old National Bancorp (ONB) Is Down 5.4% After Q2 Earnings and Leadership Change and What's Next

Old National Bancorp recently reported its second quarter 2025 earnings, with net interest income rising to US$514.79 million and net income reaching US$125.41 million, alongside a leadership transition as Timothy M. Burke, Jr. joined as President and Chief Operating Officer. While net interest income and net income increased, the bank also experienced higher net charge-offs compared to the previous year and saw diluted earnings per share from continuing operations edge down slightly for the...
NYSE:ASB
NYSE:ASBBanks

What Associated Banc-Corp (ASB)'s Raised 2025 Net Interest Income Guidance Means For Shareholders

Associated Banc-Corp recently reported its second quarter 2025 financial results, showing net income of US$111.23 million and diluted earnings per share of US$0.65, alongside higher net charge offs compared to the prior quarter. An important update from the company was its revised full-year guidance, projecting total net interest income growth of 14% to 15% for 2025, pointing to a positive outlook on core banking revenues. We'll examine how this stronger net interest income guidance may...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Victoria's Secret (VSCO) Is Up 12.8% After Body by Victoria FlexFactor Bra Launch - What's Changed

On July 23, 2025, Victoria's Secret launched the FlexFactor Lightly Lined Plunge Demi Bra, a new addition to its Body by Victoria collection, featuring innovative wireless support and an ultra-light construction aimed at enhanced comfort and fit. This collection reportedly sells one bra every five seconds, suggesting a strong product following and the potential for meaningful customer engagement through ongoing innovation. We'll explore how the Body by Victoria launch strengthens Victoria's...
NasdaqGS:CRNX
NasdaqGS:CRNXBiotechs

Positive PALSONIFY Trial Data Could Be A Game Changer For Crinetics Pharmaceuticals (CRNX)

Crinetics Pharmaceuticals announced new data from its clinical development program assessing oral PALSONIFY in acromegaly, with results from the open-label extension of pivotal trials presented at the Endocrine Society’s Annual Meeting in July 2025. The data included a pooled analysis showing reduced symptom burden for patients compared to placebo, regardless of treatment history or level of biochemical disease control. We’ll examine how the long-term clinical profile of PALSONIFY could...
NasdaqGS:ENVX
NasdaqGS:ENVXElectrical

Enovix (ENVX) Is Down 5.5% After Removal from Major Russell Indexes - What's Changed

On July 24, 2025, Enovix Corporation was removed from a broad range of major Russell equity indexes, prompting institutional investors to adjust their holdings of the stock. This sweeping removal from multiple indexes can influence trading volumes and change Enovix’s visibility to funds and investors that track these benchmarks. We’ll examine how the widespread index removals could affect Enovix’s investment narrative and future market positioning. Uncover the next big thing with financially...
NasdaqGS:UDMY
NasdaqGS:UDMYConsumer Services

Udemy (UDMY) Is Up 6.6% After New AI Coding Series Launch and Leadership Appointment - What's Changed

Earlier this week, Udemy unveiled its new Vibe Coding Series, expert-led, AI-focused courses designed for practical skill application, and announced the upcoming Model Context Protocol Server, enabling organizations to seamlessly integrate personalized learning into existing workplace AI tools. The rapid rollout of these AI-enabled products, paired with the appointment of Sarah Healy as Chief Skills and Learning Officer, highlights Udemy’s focus on embedding workflow-driven upskilling and...
NYSE:SAH
NYSE:SAHSpecialty Retail

Does Dividend Hike and Q2 Loss Shift the Bull Case for Sonic Automotive (SAH)?

Sonic Automotive's board approved a 9% increase to its quarterly dividend and reported second-quarter 2025 results, including a rise in revenue to US$3,657.2 million but a net loss of US$45.6 million, along with updates on its share repurchase program. Despite moving from net income to a net loss for the quarter, the company raised its dividend and continued share buybacks, signaling ongoing commitment to shareholder returns during a period of operational challenges. We'll examine how Sonic...
NYSE:DCI
NYSE:DCIMachinery

What Donaldson Company (DCI)'s Dividend Declaration Means For Shareholders

On July 25, 2025, Donaldson Company announced that its Board of Directors approved a regular cash dividend of US$0.30 per share, payable August 27, 2025 to shareholders of record as of August 12, 2025. This dividend declaration can indicate confidence in the company's financial health and may be especially appealing to income-oriented shareholders. We'll explore how Donaldson's consistent dividend payout could reinforce its investment case for those seeking income and stability. Outshine the...
NYSE:NATL
NYSE:NATLDiversified Financial

How Lloyds Deal for ATM Services Could Affect NCR Atleos (NATL) Investors

NCR Atleos announced that Lloyds Banking Group has selected its ATM as a Service solution and latest technology for branch modernization in Manchester and Glasgow, with Atleos overseeing hardware, software, security, installation, and operational support for these locations. This move highlights growing bank demand for fully managed technology solutions, as financial institutions seek greater efficiency and stronger operational resilience in branch transformation strategies. We’ll explore...
NYSE:GRC
NYSE:GRCMachinery

Gorman-Rupp (GRC) Is Up 10.2% After Strong Q2 Results and 302nd Straight Dividend - Has The Bull Case Changed?

The Gorman-Rupp Company recently reported strong second-quarter 2025 financial results, with sales rising to US$179.05 million and net income reaching US$15.8 million, and declared its 302nd consecutive quarterly dividend of US$0.185 per share, payable in September. This consistent dividend record highlights the company’s long-standing focus on shareholder returns even as earnings growth continues. Against this backdrop, we'll explore how Gorman-Rupp’s impressive profit jump and ongoing...
NYSE:GBCI
NYSE:GBCIBanks

What Glacier Bancorp (GBCI)'s Q2 2025 Earnings Growth Means For Shareholders

Glacier Bancorp, Inc. recently announced its second-quarter and first-half 2025 earnings, reporting net interest income of US$207.62 million and net income of US$52.78 million for the quarter, both up from the prior year. This sharp improvement in year-over-year profitability and operational performance highlights the company's ability to grow income despite industry headwinds. We'll examine how Glacier Bancorp's strong net income growth supports its investment outlook and future earnings...
NasdaqGS:FFBC
NasdaqGS:FFBCBanks

How Q2 2025 Earnings Growth and Dividend Approval Will Impact First Financial Bancorp (FFBC) Investors

First Financial Bancorp. recently announced its second quarter 2025 results, reporting year-over-year growth in both net interest income and net income alongside a quarterly dividend of US$0.25 per share approved for September. The company's consistent improvement in earnings and stable dividend policy highlight a focus on shareholder returns and operational performance. We’ll examine how these earnings gains and the enhanced dividend reinforce First Financial Bancorp’s investment narrative...