Market Signal Briefing

For the quarter ended September 2025, Huntsman (HUN - Free Report) reported revenue of $1.46 billion, down 5.2% over the same period last year. EPS came in at -$0.03, compared to $0.10 in the year-ago quarter.

The reported revenue represents a surprise of +1.15% over the Zacks Consensus Estimate of $1.44 billion. With the consensus EPS estimate being -$0.13, the EPS surprise was +76.92%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Huntsman performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Sales Volume - Polyurethanes: 4% compared to the 0.3% average estimate based on three analysts.Local Currency & Mix - Polyurethanes: -10% versus the three-analyst average estimate of -2.4%.Total - Polyurethanes: -5% versus the three-analyst average estimate of -5.5%.Sales Volume - Performance Products: -10% versus -1.7% estimated by three analysts on average.Local Currency & Mix - Performance Products: -2% versus -1.7% estimated by three analysts on average.Exchange Rate - Advanced Materials: 2% versus the three-analyst average estimate of -0.9%.Sales Volume - Advanced Materials: 1% versus the three-analyst average estimate of 1.3%.Local Currency & Mix - Advanced Materials: -1% versus 0.1% estimated by three analysts on average.Revenues- Polyurethanes: $956 million compared to the $953.71 million average estimate based on four analysts. The reported number represents a change of -4.7% year over year.Revenues- Advanced Materials: $265 million versus $254.02 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +1.5% change.Revenues- Performance Products: $246 million versus the four-analyst average estimate of $265.42 million. The reported number represents a year-over-year change of -12.1%.Revenues- Intersegment Eliminations: $-7 million compared to the $-7.48 million average estimate based on three analysts. The reported number represents a change of +75% year over year.View all Key Company Metrics for Huntsman here>>>

Shares of Huntsman have returned -14.6% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

, /PRNewswire/ -- Robbins LLP informs stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Six Flags Entertainment Corporation (NYSE: FUN) common stock pursuant or traceable to the Company's registration statement and prospectus issued in connection with the July 1, 2024 merger of Legacy Six Flags with Cedar Fair, L.P., and their subsidiaries and affiliates. Cedar Fair and Legacy Six Flags combined two amusement parks to create North America's largest regional amusement park operator with a property portfolio of approximately 40 amusement parks and water parks, along with several resort properties.

For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. 

The Allegations: Robbins LLP is Investigating Allegations that Six Flags Entertainment Corporation (FUN) Mislead Investors in Connection with its Merger with Cedar Fair  

According to the complaint, on March 12, 2024, Legacy Six Flags shareholders voted to approve the merger. The merger closed on July 1, 2024. In a series of transactions, Legacy Six Flags and Cedar Fair ultimately merged with and into CopperSteel HoldCo, Inc. Following the Merger, CopperSteel changed its name to Six Flags and listed its shares on the NYSE under the ticker symbol "FUN."

Plaintiff alleges that at the time of the merger defendants failed to disclose that: (a) Legacy Six Flags had underinvested in its parks and operations, deferring or foregoing basic park maintenance, operational improvements, infrastructure repairs, and ride design and development for several years prior to the merger; (b) Legacy Six Flags needed to make millions of dollars' worth of undisclosed capital and operational expenditures above the company's historical cost trends in order to maintain or grow Legacy Six Flags' share in the intensely competitive amusement park market; (c) that, due to the massive, undisclosed capital needs of Legacy Six Flags and the deleterious effects of years of chronic disinvestment by the company, the revenue, earnings, cash flow, capital and operational investments, cost reductions, balance sheet improvements, and debt reduction plans presented to investors in the Registration Statement were not reasonably achievable or rooted in facts existing at the time of the Merger.

On the merger closing date, Six Flags stock traded above $55 per share.  The price of Six Flags stock subsequently fell as low as $20 per share, a nearly 64% decline.

What Now: You may be eligible to participate in the class action against Six Flags Entertainment Corporation. Shareholders who wish to serve as lead plaintiff for the class should contact Robbins LLP. The lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation.  You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses. 

About Robbins LLP: A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002. 

To be notified if a class action against Six Flags Entertainment Corporation settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.

Attorney Advertising.  Past results do not guarantee a similar outcome.  

SOURCE Robbins LLP

AVITA Medical, Inc. (RCEL) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST

Company Participants

Ben Atkins - Vice President of Investor Relations & Corporate Communications
Cary Vance - Independent Non-Executive Chairman & Interim CEO
David OToole - Chief Financial Officer

Conference Call Participants

Ross Osborn - Cantor Fitzgerald & Co., Research Division
Joshua Jennings - TD Cowen, Research Division
Chris Kallos - MST Financial Services Pty Limited, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to the AVITA Medical, Inc. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your first speaker today, Ben Atkins. Please go ahead.

Ben Atkins
Vice President of Investor Relations & Corporate Communications

Thank you, operator. Welcome to AVITA Medical's Third Quarter 2025 Earnings Call. Joining me on today's call are Cary Vance, Interim Chief Executive Officer; and David O'Toole, Chief Financial Officer. Today's earnings release and presentation are available on our website at www.avitamedical.com under the Investor Relations section.

Before we begin, I would like to remind you that this call includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are neither promises nor guarantees and involve known and unknown risks and uncertainties that could cause actual results to differ materially from any expectations expressed or implied by the forward-looking statements. Please review our most recent filings with the SEC for comprehensive descriptions of the risk factors. Any forward-looking statements provided during this call are based on management's expectations as of today.

I will now turn the call over to Cary.

Cary Vance
Independent Non-Executive Chairman & Interim CEO

Good afternoon in the U.S., and good morning in Australia. It's great to be with you

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AMN Healthcare Services (AMN - Free Report) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.61 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +105.26%. A quarter ago, it was expected that this health care staffing company would post earnings of $0.17 per share when it actually produced earnings of $0.3, delivering a surprise of +76.47%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

AMN Healthcare, which belongs to the Zacks Medical Services industry, posted revenues of $634.5 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.15%. This compares to year-ago revenues of $687.51 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

AMN Healthcare shares have lost about 13.8% since the beginning of the year versus the S&P 500's gain of 15.6%.

What's Next for AMN Healthcare?While AMN Healthcare has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for AMN Healthcare was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.13 on $613.36 million in revenues for the coming quarter and $1.08 on $2.58 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical Services is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Strata Critical Medical, Inc. (SRTA - Free Report) , has yet to report results for the quarter ended September 2025. The results are expected to be released on November 10.

This company is expected to post quarterly loss of $0.02 per share in its upcoming report, which represents a year-over-year change of +33.3%. The consensus EPS estimate for the quarter has been revised 19.3% lower over the last 30 days to the current level.

Strata Critical Medical, Inc.'s revenues are expected to be $80.55 million, up 7.6% from the year-ago quarter.

SummaryOPEC+ announced last weekend their intention to raise output by 137kbbl/day but to pause additional increases inQ1-26 to have more visibility on supply-demand balances.TEN offers deep value (with associated risks), INSW offers an enticing risk-reward proposition and ECO is a quality play (although it trades at a more demanding valuation).VLCC rates have skyrocketed in recent weeks on the back of increasing OPEC+ exports out of the Middle Eastern Gulf coupled with tighter sanctions on Russian oil.How the dark fleet will be dealt with in the medium-term remains uncertain, but most of those vessels are unlikely to return to the compliant fleet.The short-term outlook for the crude tanker industry remains positive, whereas 2026 should be solid as long as China continues stockpiling excess crude production. SHansche/iStock via Getty Images

Introduction Crude tanker rates have been on a tear over the past month, with VLCCs leading the charge (although Suezmaxes and Aframaxes are also doing exceptionally well). Product tanker rates are lagging, with LR2 rates assessed well below those

Analyst’s Disclosure:I/we have a beneficial long position in the shares of TEN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article is for educational and informational purposes and should not be considered investment advice. I am not a financial advisor. This article was initially shared on Value Investor's Edge.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Kronos Worldwide (KRO - Free Report) came out with a quarterly loss of $0.18 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to earnings of $0.62 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -200.00%. A quarter ago, it was expected that this maker of titanium dioxide pigments would post earnings of $0.13 per share when it actually produced a loss of $0.08, delivering a surprise of -161.54%.

Over the last four quarters, the company has not been able to surpass consensus EPS estimates.

Kronos Worldwide, which belongs to the Zacks Chemical - Diversified industry, posted revenues of $456.9 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 4.52%. This compares to year-ago revenues of $484.7 million. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Kronos Worldwide shares have lost about 51.5% since the beginning of the year versus the S&P 500's gain of 15.6%.

What's Next for Kronos Worldwide?While Kronos Worldwide has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Kronos Worldwide was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.08 on $399.82 million in revenues for the coming quarter and -$0.06 on $1.86 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Diversified is currently in the bottom 9% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the broader Zacks Basic Materials sector, Idaho Strategic Resources, Inc. (IDR - Free Report) , is yet to report results for the quarter ended September 2025.

This company is expected to post quarterly earnings of $0.19 per share in its upcoming report, which represents a year-over-year change of +26.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Idaho Strategic Resources, Inc.'s revenues are expected to be $9.4 million, up 52.9% from the year-ago quarter.

EMBRAER S.A.
Publicly Held Company
CNPJ/MF: 07.689.002/0001-89
NIRE: 35.300.325.761

, /PRNewswire/ -- EMBRAER S.A. ("Company") (B3: EMBR3, NYSE: ERJ), in accordance with article 157, §4 of Law 6,404 of December 15, 1976, as amended ("Brazilian Corporate Law"), as well as under Resolution No. 44 of August 23, 2021, as amended, and Resolution CVM No. 77 of March 29, 2022 ("CVM Resolution 77"), informs its shareholders and the market in general that the Board of Directors, in a meeting held on this date, November 6, 2025, approved a share buyback program for its own issued shares ("Share Buyback Program"):

Purpose: acquisition of common shares, all registered, book-entry and with no par value, issued by the Company, all legal limits respected and based on available resources, for holding in treasury, cancellation, or subsequent sale of the shares on the market, as well as to fulfill the obligations and with the protection of commitments assumed by the Company under its share-based compensation plans.

Maximum number of shares to be acquired: up to 10,800,000 (ten million, eight hundred thousand) ordinary shares issued by the Company, which represent approximately 1.5% of the 733,566,139 (seven hundred thirty-three million, five hundred sixty-six thousand, one hundred thirty-nine) outstanding common shares issued by the Company in the market, as of this date, in accordance with CVM Instruction no. 77, of March 29, 2022, article 1st, sole paragraph, item I, with the Company holding, as of this date, 6,898,905 (six million, eight hundred ninety-eight thousand, nine hundred five) shares in treasury.

Maximum term: the Share Buyback Program will come into effect on November 7, 2025, and will last for 12 (twelve) months, that being, until November 6, 2026.

Price and Method of Acquisition: The acquisitions will be carried out on the stock exchange, at B3 S.A. – Brasil, Bolsa, Balcão, at market prices and intermediated through the following financial institution: BTG Pactual Serviços Financeiros S/A DTVM.

The Company's Executive Board will determine the timing and the number of shares to be effectively acquired, observing the limits and validity period established by the Board of Directors and applicable regulations, with only resources available in accordance with Article 7, §1, of CVM Resolution 77 being used, arising from the Company's Investment and Working Capital Reserve, as determined in the financial statements for the fiscal year ended September 30, 2025, disclosed on November 04, 2025, with a value corresponding to R$ 2,511,611,561.56 (two billion, five hundred and eleven million, six hundred and eleven thousand, five hundred and sixty-one reais and fifty-six cents).

The Company believes that the acquisition of its own issued shares will not impact the shareholder composition or its administrative structure. The members of the Board of Directors consider that the Company's current financial situation is compatible with the execution of the Share Buyback Program under the approved conditions and believe that the share buyback will not impair the fulfillment of obligations assumed with creditors. This conclusion stems from an evaluation of the potential financial amount to be used in the Share Buyback Program when compared to (i) the level of obligations assumed with creditors, with the Company having the capacity to meet its financial commitments; and (ii) the amount available in cash, cash equivalents, and the Company's financial investments.

For more information on the Share Buyback Program, please refer to the information attached to the minutes of the Board of Directors' meeting held on this date, which have been duly made available on the Company's investor relations website and the CVM website, approving the Share Buyback Program, prepared in accordance with 'Annex G' to CVM Resolution No. 80, dated March 29, 2022, as amended.

Antonio Carlos Garcia
Executive Vice President, Financial & Investor Relations

SOURCE Embraer S.A.

Take-Two Interactive Software, Inc. (TTWO) Q2 2026 Earnings Call November 6, 2025 4:30 PM EST

Company Participants

Nicole Shevins - Senior Vice President of Investor Relations & Corporate Communications
Strauss Zelnick - Executive Chairman & CEO
Karl Slatoff - President
Lainie Goldstein - Chief Financial Officer

Conference Call Participants

Colin Sebastian - Robert W. Baird & Co. Incorporated, Research Division
Douglas Creutz - TD Cowen, Research Division
Christopher Schoell - UBS Investment Bank, Research Division
Andrew Marok - Raymond James & Associates, Inc., Research Division
Matthew Cost - Morgan Stanley, Research Division
Eric Handler - ROTH Capital Partners, LLC, Research Division
Edward Alter - Jefferies LLC, Research Division
Michael Hickey - The Benchmark Company, LLC, Research Division
Martin Yang - Oppenheimer & Co. Inc., Research Division
Alec Brondolo - Wells Fargo Securities, LLC, Research Division
Clayton Griffin - MoffettNathanson LLC

Presentation

Operator

Thank you for standing by. My name is Carly, and I will be your conference operator today. At this time, I would like to welcome everyone to the Second Quarter Fiscal Year 2026 Earnings Call for Take-Two Interactive Software. [Operator Instructions] I would now like to turn the call over to Nicole Shevins, Senior Vice President of Investor Relations and Corporate Communications. Please go ahead.

Nicole Shevins
Senior Vice President of Investor Relations & Corporate Communications

Good afternoon. Thank you for joining our conference call to discuss our results for the second quarter of fiscal year 2026 ended September 30, 2025.

Today's call will be led by Strauss Zelnick, Take-Two's Chairman and Chief Executive Officer; Karl Slatoff, our President; and Lainie Goldstein, our Chief Financial Officer. We will be available to answer your questions during the Q&A session following our prepared remarks.

Before we begin, I'd like to remind everyone that statements made during this call that are not historical facts are considered forward-looking statements under federal securities laws. These forward-looking

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Q3: 2025-11-06 Earnings SummaryEPS of $0.22 beats by $0.02

 |

Revenue of

$674.60M

(8.67% Y/Y)

beats by $7.06M

Playtika Holding Corp. (PLTK) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST

Company Participants

Tae Lee
Robert Antokol - Co-Founder, Chairperson of the Board of Directors & CEO
Craig Abrahams - President & CFO
Nir Korczak - Chief Marketing Officer & Executive General Manager

Conference Call Participants

Colin Sebastian - Robert W. Baird & Co. Incorporated, Research Division
Omar Dessouky - BofA Securities, Research Division
Aaron Lee - Macquarie Research
Douglas Creutz - TD Cowen, Research Division
Eric Sheridan - Goldman Sachs Group, Inc., Research Division
Eric Handler - ROTH Capital Partners, LLC, Research Division
Matthew Cost - Morgan Stanley, Research Division
Albert Kim - UBS Investment Bank, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to the Playtika Q3 2025 Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Tae Lee, SVP, Corporate Finance and Investor Relations. Please go ahead.

Tae Lee

Welcome, everyone, and thank you for joining us today for the Third Quarter 2025 Earnings Call for Playtika Holding Corp. Joining me on the call today are Robert Antokol, Co-Founder and CEO of Playtika; and Craig Abrahams, Playtika's President and Chief Financial Officer. I would like to remind you that today's discussion may contain forward-looking statements, including, but not limited to, the company's anticipated future revenue and operating performance and more specifically, the future performance of our individual titles, such as Slotomania or our recently launched Disney Solitaire. These statements and other comments are not a guarantee of future performance, but rather are subject to risks and uncertainties, some of which are beyond our control.

These forward-looking statements apply as of today, and you should not rely on them as representing our views in the future. We undertake no obligation to

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November 06, 2025 8:19 PM EST | Source: The Rosen Law Firm PA
New York, New York--(Newsfile Corp. - November 6, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds sellers of ordinary shares, including those that sold into the Merger of Sina Corporation (NASDAQ: SINA) between October 13, 2020 and March 22, 2021, both dates inclusive (the "Class Period"), of the important November 18, 2025 lead plaintiff deadline in the securities class action.

SO WHAT: If you sold Sina ordinary shares, including those that sold into the Merger, during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Sina class action, go to https://rosenlegal.com/submit-form/?case_id=45219 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 18, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants' created a fraudulent scheme to depress the value of Sina ordinary shares to avoid paying a fair price to Sina's shareholders in connection with the Merger. Defendants executed this scheme by misrepresenting and/or omitting material information within and from Sina's proxy materials in connection with the Merger that were necessary for shareholders to make an informed decision concerning whether to vote in favor of the Merger. Specifically, defendants failed to disclose that: (1) defendants concealed the true value of Sina's investment in TuSimple at the time of the Merger; (2) in turn, the offer of $43.30 per ordinary share as consideration for the Merger substantially shortchanged the true value of Sina ordinary shares; and (3) as a result, defendants' statements about Sina's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.

To join the Sina class action, go to https://rosenlegal.com/submit-form/?case_id=45219 call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/273525

Q3: 2025-11-05 Earnings SummaryEPS of -$0.06 misses by $0.02

NexGen Energy Ltd. (NXE:CA) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST

Company Participants

Leigh Curyer - Founder, President, CEO & Director
Travis McPherson - Chief Commercial Officer

Conference Call Participants

Ralph Profiti - Stifel Nicolaus Canada Inc., Research Division
Katie Lachapelle - Canaccord Genuity Corp., Research Division
Andrew Wong - RBC Capital Markets, Research Division
Craig Hutchison - TD Cowen, Research Division
Mohamed Sidibe - National Bank Financial, Inc., Research Division
Grace Symes
Graham Yoshio Tanaka - Tanaka Capital Management Inc

Presentation

Operator

Thank you for standing by. This is the conference operator. Welcome to the NexGen Energy Third Quarter 2025 Results Conference Call. [Operator Instructions] The conference is being recorded.

I would now like to turn the conference over to Mr. Leigh Curyer, Chief Executive Officer and Director with NextGen Energy Limited. Please go ahead, sir.

Leigh Curyer
Founder, President, CEO & Director

Thank you, Gaileen. Good morning, and thank you for joining NexGen's Q3 2025 Financial Results and Investor Conference Call. My name is Leigh Curyer, and I am Chief Executive Officer of NexGen Energy. I'm joined today by Travis McPherson, Chief Commercial Officer; and Benjamin Salter, Chief Financial Officer.

During today's Q3 update, I'll provide the latest uranium market dynamics, which is simply unfolding faster than most industry observers anticipated, driven by unprecedented huge uptake of nuclear energy across the globe and the strategic execution of NexGen's offtake marketing strategy. Further, progress as we prepare for our first of 2 commission hearings on the federal approval of Rook I in a 13 days from now. In addition, all the Rook I site activities and preparations updates to execute on this generational project that will set a new benchmark in the economic, environmental and social stewardship for the sector.

At the conclusion of this presentation, we'll move to the Q&A portion

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Innodata Inc. (INOD - Free Report) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.35 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +71.43%. A quarter ago, it was expected that this company would post earnings of $0.11 per share when it actually produced earnings of $0.2, delivering a surprise of +81.82%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Innodata, which belongs to the Zacks Computer - Services industry, posted revenues of $62.55 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.63%. This compares to year-ago revenues of $52.22 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Innodata shares have added about 63.7% since the beginning of the year versus the S&P 500's gain of 15.6%.

What's Next for Innodata?While Innodata has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Innodata was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.21 on $70.94 million in revenues for the coming quarter and $0.78 on $247.45 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Services is currently in the bottom 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Forian Inc. (FORA - Free Report) , is yet to report results for the quarter ended September 2025. The results are expected to be released on November 14.

This company is expected to post quarterly earnings of $0.01 per share in its upcoming report, which represents a year-over-year change of -66.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Forian Inc.'s revenues are expected to be $7.26 million, up 54.8% from the year-ago quarter.

Alamo Group (ALG - Free Report) came out with quarterly earnings of $2.34 per share, missing the Zacks Consensus Estimate of $2.61 per share. This compares to earnings of $2.38 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -10.34%. A quarter ago, it was expected that this maker of road maintenance, industrial and farm equipment would post earnings of $2.69 per share when it actually produced earnings of $2.57, delivering a surprise of -4.46%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Alamo Group, which belongs to the Zacks Manufacturing - Farm Equipment industry, posted revenues of $420.04 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.72%. This compares to year-ago revenues of $401.3 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Alamo Group shares have lost about 4.7% since the beginning of the year versus the S&P 500's gain of 15.6%.

What's Next for Alamo Group?While Alamo Group has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Alamo Group was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.79 on $409.1 million in revenues for the coming quarter and $10.65 on $1.62 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Manufacturing - Farm Equipment is currently in the bottom 12% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Deere (DE - Free Report) , is yet to report results for the quarter ended October 2025.

This agricultural equipment manufacturer is expected to post quarterly earnings of $3.96 per share in its upcoming report, which represents a year-over-year change of -13%. The consensus EPS estimate for the quarter has been revised 3.7% lower over the last 30 days to the current level.

Deere's revenues are expected to be $9.99 billion, up 7.7% from the year-ago quarter.

BILL Holdings (BILL - Free Report) came out with quarterly earnings of $0.61 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +19.61%. A quarter ago, it was expected that this payment processing software company would post earnings of $0.41 per share when it actually produced earnings of $0.53, delivering a surprise of +29.27%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

BILL Holdings, which belongs to the Zacks Internet - Software industry, posted revenues of $395.74 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.31%. This compares to year-ago revenues of $358.45 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

BILL Holdings shares have lost about 45.1% since the beginning of the year versus the S&P 500's gain of 15.6%.

What's Next for BILL Holdings?While BILL Holdings has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for BILL Holdings was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.52 on $398.78 million in revenues for the coming quarter and $2.14 on $1.62 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

KORE Group Holdings, Inc. (KORE - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2025. The results are expected to be released on November 12.

This company is expected to post quarterly loss of $0.45 per share in its upcoming report, which represents a year-over-year change of +55%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

KORE Group Holdings, Inc.'s revenues are expected to be $72.7 million, up 5.5% from the year-ago quarter.

Dollar General (DG - Free Report) ended the recent trading session at $95.94, demonstrating a -4.64% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 1.12%. At the same time, the Dow lost 0.84%, and the tech-heavy Nasdaq lost 1.9%.

The discount retailer's shares have seen an increase of 2.5% over the last month, surpassing the Retail-Wholesale sector's gain of 1.86% and the S&P 500's gain of 1.26%.

The upcoming earnings release of Dollar General will be of great interest to investors. The company is forecasted to report an EPS of $0.95, showcasing a 6.74% upward movement from the corresponding quarter of the prior year. Our most recent consensus estimate is calling for quarterly revenue of $10.62 billion, up 4.25% from the year-ago period.

DG's full-year Zacks Consensus Estimates are calling for earnings of $6.13 per share and revenue of $42.5 billion. These results would represent year-over-year changes of +3.55% and +5.82%, respectively.

Investors might also notice recent changes to analyst estimates for Dollar General. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.02% higher. Currently, Dollar General is carrying a Zacks Rank of #2 (Buy).

From a valuation perspective, Dollar General is currently exchanging hands at a Forward P/E ratio of 16.4. For comparison, its industry has an average Forward P/E of 26.2, which means Dollar General is trading at a discount to the group.

We can additionally observe that DG currently boasts a PEG ratio of 2.12. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Retail - Discount Stores industry had an average PEG ratio of 2.68 as trading concluded yesterday.

The Retail - Discount Stores industry is part of the Retail-Wholesale sector. At present, this industry carries a Zacks Industry Rank of 72, placing it within the top 30% of over 250 industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow DG in the coming trading sessions, be sure to utilize Zacks.com.

Autodesk (ADSK - Free Report) closed the most recent trading day at $294.86, moving -2.03% from the previous trading session. This move lagged the S&P 500's daily loss of 1.12%. Elsewhere, the Dow saw a downswing of 0.84%, while the tech-heavy Nasdaq depreciated by 1.9%.

The design software company's stock has dropped by 3.36% in the past month, falling short of the Computer and Technology sector's gain of 3.58% and the S&P 500's gain of 1.26%.

Market participants will be closely following the financial results of Autodesk in its upcoming release. The company plans to announce its earnings on November 25, 2025. The company is forecasted to report an EPS of $2.49, showcasing a 14.75% upward movement from the corresponding quarter of the prior year. Alongside, our most recent consensus estimate is anticipating revenue of $1.8 billion, indicating a 14.95% upward movement from the same quarter last year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $9.92 per share and a revenue of $7.06 billion, signifying shifts of +17.12% and +18.36%, respectively, from the last year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Autodesk. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Autodesk is currently sporting a Zacks Rank of #3 (Hold).

In the context of valuation, Autodesk is at present trading with a Forward P/E ratio of 30.34. This represents a premium compared to its industry average Forward P/E of 28.76.

Also, we should mention that ADSK has a PEG ratio of 1.85. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As the market closed yesterday, the Internet - Software industry was having an average PEG ratio of 1.99.

The Internet - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 86, finds itself in the top 35% echelons of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

Direct Digital Holdings, Inc. (DRCT - Free Report) came out with a quarterly loss of $0.24 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to a loss of $0.71 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -50.00%. A quarter ago, it was expected that this company would post a loss of $0.96 per share when it actually produced a loss of $0.23, delivering a surprise of +76.04%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Direct Digital, which belongs to the Zacks Advertising and Marketing industry, posted revenues of $7.98 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 44.94%. This compares to year-ago revenues of $9.07 million. The company has not been able to beat consensus revenue estimates over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Direct Digital shares have lost about 79.5% since the beginning of the year versus the S&P 500's gain of 15.6%.

What's Next for Direct Digital?While Direct Digital has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Direct Digital was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.17 on $19 million in revenues for the coming quarter and -$0.90 on $51.8 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Advertising and Marketing is currently in the top 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Nextech3D.AI Corporation (NEXCF - Free Report) , another stock in the broader Zacks Business Services sector, has yet to report results for the quarter ended September 2025.

This company is expected to post quarterly loss of $0.01 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Nextech3D.AI Corporation's revenues are expected to be $0.54 million, down 3.6% from the year-ago quarter.

Progyny, Inc. (PGNY) Q3 2025 Earnings Call November 6, 2025 4:45 PM EST

Company Participants

James Hart - Vice President of Investor Relations
Peter Anevski - CEO & Director
Mark Livingston - Chief Financial Officer
Michael Sturmer - President

Conference Call Participants

Jailendra Singh - Truist Securities, Inc., Research Division
Brian Tanquilut - Jefferies LLC, Research Division
Michael Cherny - Leerink Partners LLC, Research Division
Scott Schoenhaus - KeyBanc Capital Markets Inc., Research Division
Nisala Devanath Weerasuriya - BofA Securities, Research Division
David Larsen - BTIG, LLC, Research Division

Presentation

Operator

Good afternoon, and welcome to the Progyny, Inc. Earnings Conference Call.

[Operator Instructions] I'd now like to turn the call over to your host, James Hart. James, the floor is yours.

James Hart
Vice President of Investor Relations

Thank you, Tom, and good afternoon, everyone. Welcome to our third quarter conference call. With me today are Pete Anevski, CEO of Progyny; Michael Sturmer, President; and Mark Livingston, CFO. We will begin with some prepared remarks before we open the call for your questions.

Before we begin, I'd like to remind you that our comments and responses to your questions today reflect management's views as of today only and will include statements related to our financial outlook for both the fourth quarter and full year 2025 and the assumptions and drivers underlying such guidance, our anticipated number of clients and covered lives for both 2025 and 2026.

The demand for our solutions, anticipated employment levels of our clients and the industries that we serve, our expected utilization rates and mix, the potential benefits of our solution; our ability to acquire new clients and retain and upsell existing clients, our market opportunity and our business strategy, plans, goals and expectations concerning our market position, future operations and other financial and operating information, which are forward-looking statements under the federal securities law.

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Solventum Corporation (SOLV) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST

Company Participants

Amy Wakeham - Senior Vice President of Investor Relations & External Finance Communications
Bryan Hanson - CEO & Director
Wayde McMillan - Chief Financial Officer

Conference Call Participants

Patrick Wood - Morgan Stanley, Research Division
Ryan Zimmerman - BTIG, LLC, Research Division
Steven Valiquette - Mizuho Securities USA LLC, Research Division
Jason Bednar - Piper Sandler & Co., Research Division
Travis Steed - BofA Securities, Research Division
Lei Huang - Wells Fargo Securities, LLC, Research Division

Presentation

Operator

Good afternoon. My name is Regina, and I will be your conference operator today. At this time, I would like to welcome everyone to Solventum's Third Quarter 2025 Earnings Call. As a reminder, this conference is being recorded. [Operator Instructions] I would now like to turn the program over to your host for today's conference, Amy Wakeham, Senior Vice President of Investor Relations and Finance Communications. Please proceed.

Amy Wakeham
Senior Vice President of Investor Relations & External Finance Communications

Thank you, and good afternoon. Welcome to Solventum's Third Quarter Fiscal Year 2025 Earnings Call. Joining me on today's call, our Chief Executive Officer, Bryan Hanson; and Chief Financial Officer, Wayde McMillan. A replay of today's earnings call will be available later today on the Investor Relations section of our corporate website.

The earnings press release and presentation are both available there now. During today's call, our discussion and any comments we make will be made on a non-GAAP basis unless they are specifically called out as GAAP. The non-GAAP information discussed is not intended to be considered in isolation or as a substitute for the reported GAAP financial information.

You're encouraged to review the supporting schedules in today's earnings press release to reconcile the non-GAAP measures with the GAAP reported numbers. Additionally, our

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Expedia Group, Inc. (EXPE) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST

Company Participants

Rob Bevegni
Ariane Gorin - CEO & Director
Scott Schenkel - Chief Financial Officer

Conference Call Participants

Eric Sheridan - Goldman Sachs Group, Inc., Research Division
Mark Stephen Mahaney - Evercore ISI Institutional Equities, Research Division
Justin Post - BofA Securities, Research Division
Lee Horowitz - Deutsche Bank AG, Research Division
Kenneth Gawrelski - Wells Fargo Securities, LLC, Research Division
Jed Kelly - Oppenheimer & Co. Inc., Research Division
Conor Cunningham - Melius Research LLC
Jacob Seed - TD Cowen, Research Division
Deepak Mathivanan - Cantor Fitzgerald & Co., Research Division
Naved Khan - B. Riley Securities, Inc., Research Division
Thomas Champion - Piper Sandler & Co., Research Division

Presentation

Operator

Good day, everyone, and welcome to the Expedia Group Q3 2025 Financial Results Teleconference. My name is Alex, and I'll be the operator for today's call. [Operator Instructions] For opening remarks, I will now turn the call over to VP, Investor Relations, Rob Bevegni. Please go ahead.

Rob Bevegni

Good afternoon, and welcome to Expedia Group's Third Quarter 2025 Earnings Call. I'm pleased to be joined on today's call by our CEO, Ariane Gorin; and our CFO, Scott Schenkel. As a reminder, our commentary today will include references to certain non-GAAP measures. Reconciliations of these non-GAAP measures to the most comparable GAAP measures are included in our earnings release. Unless otherwise stated, all growth rates are on a year-over-year basis and any reference to expenses exclude stock-based compensation. We will also be making forward-looking statements during the call, which are predictions, projections and other statements about future events.

These statements are based on current expectations and assumptions, which are subject to risks, uncertainties that are difficult to predict. Actual results could materially differ due to factors discussed during this call and in our most recent

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Alector (ALEC - Free Report) came out with a quarterly loss of $0.34 per share versus the Zacks Consensus Estimate of a loss of $0.42. This compares to a loss of $0.43 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +19.05%. A quarter ago, it was expected that this biotechnology company would post a loss of $0.45 per share when it actually produced a loss of $0.3, delivering a surprise of +33.33%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Alector, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $3.26 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 24.19%. This compares to year-ago revenues of $15.34 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Alector shares have lost about 33.6% since the beginning of the year versus the S&P 500's gain of 15.6%.

What's Next for Alector?While Alector has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Alector was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.41 on $3 million in revenues for the coming quarter and -$1.57 on $17.15 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the top 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, MeiraGTx Holdings PLC (MGTX - Free Report) , has yet to report results for the quarter ended September 2025.

This company is expected to post quarterly loss of $0.50 per share in its upcoming report, which represents a year-over-year change of +7.4%. The consensus EPS estimate for the quarter has been revised 6.1% higher over the last 30 days to the current level.

MeiraGTx Holdings PLC's revenues are expected to be $4.08 million, down 62.6% from the year-ago quarter.

Grindr Inc. (GRND - Free Report) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +33.33%. A quarter ago, it was expected that this company would post earnings of $0.1 per share when it actually produced earnings of $0.08, delivering a surprise of -20%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

GRINDR INC, which belongs to the Zacks Internet - Software industry, posted revenues of $115.77 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.46%. This compares to year-ago revenues of $89.32 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

GRINDR INC shares have lost about 26.1% since the beginning of the year versus the S&P 500's gain of 15.6%.

What's Next for GRINDR INC?While GRINDR INC has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for GRINDR INC was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.13 on $124.6 million in revenues for the coming quarter and $0.47 on $436.8 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Constellation Software Inc. (CNSWF - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2025. The results are expected to be released on November 7.

This company is expected to post quarterly earnings of $27.84 per share in its upcoming report, which represents a year-over-year change of +37.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Constellation Software Inc.'s revenues are expected to be $2.95 billion, up 16.3% from the year-ago quarter.

Analysts at financial services giant JPMorgan forecast “significant upside” for Bitcoin over the next months in a report on Wednesday.

The partnership aims to enable settlements using the Ripple USD (RLUSD) stablecoin for Mastercard and WebBank payments.

Ripple has announced that it is collaborating with Mastercard, WebBank, and Gemini to explore the use of its RLUSD stablecoin on the XRP Ledger (XRPL).

The initiative is designed to enable RLUSD to make blockchain-based payments between Mastercard and WebBank.

Stablecoin Settlements to Go Mainstream
Sherri Haymond, Mastercard’s Global Head of Digital Commercialization, said in a November 5 press release that the goal is to use its global network to help bring regulated stablecoin payments into the financial mainstream.

“Guided by our commitment to consumer choice and a principled approach to stablecoins, one that emphasizes strong consumer protections, a level playing field, and full regulatory compliance, we’re enabling settlement today while exploring how stablecoins can support future use cases,” she noted.

Once implemented, it will mark one of the first collaborations where a regulated U.S. bank clears traditional card transactions using a regulated stablecoin on a public blockchain. This effort also expands on Ripple’s existing work with Gemini and WebBank on the Gemini Credit Card, which launched an XRP edition earlier this year.

WebBank President and CEO Jason Lloyd stated that banks are well-positioned to integrate blockchain technology with the traditional financial system. He explained that the collaboration enables their firm to explore how stablecoins can facilitate faster and more efficient institutional payments while maintaining the security that customers expect.

Plans Remain Subject to Regulatory Approval
In the coming months, the group will begin initial RLUSD onboarding on XRPL after receiving the necessary regulatory green light and will start integration planning within the existing Mastercard and WebBank remittance systems.

Ripple highlighted how XRPL’s low costs, rapid processing, and a decade of reliable performance provide a trusted foundation for digital transactions. On the other hand, XRP also helps secure the network and supports efficient transactions as new assets, such as RLUSD, expand their use.

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The announcement comes as the XRP Ledger continues to show growth in network activity. During the third quarter of 2025, average daily transactions increased by 8.9% from 1.6 million in Q2 to 1.8 million in Q3. The total number of addresses on the network also grew by 6.1% to reach 6.9 million. RLUSD has also surpassed a market capitalization of $1 billion per CoinGecko data, more than doubling in just three months after rising from $400 million in August.

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Bitcoin has entered a turbulent phase marked by sharp selling pressure and heightened volatility, leading some analysts to label the current correction as a capitulation event. Across the market, investors are realizing losses, while overleveraged traders continue to face liquidation cascades as Bitcoin struggles to find a stable footing. Despite the ongoing drawdown, however, fresh capital continues to enter the market, suggesting that not all players are retreating.

According to CryptoQuant, over the past 30 days, approximately $5.4 billion in cash has flowed into the market. This data highlights a critical divergence: while many short-term traders are exiting at a loss, deep-pocketed buyers appear to be stepping in to accumulate during weakness.

This dynamic underscores the complexity of the current market cycle. On one hand, retail investors and high-leverage participants are capitulating; on the other, institutional and long-term capital is quietly absorbing supply. As Bitcoin hovers near key support levels, this battle between fear-driven sellers and strategic accumulators could define the next phase of the cycle.

Fresh Capital and Macro Tailwinds Could Support a Bitcoin Recovery
Top analyst Axel Adler shared CryptoQuant’s new investors flow chart, which revealed that over the past 30 days, 52,000 BTC were bought at prices above $100,000. Adler interprets this as a positive signal for Bitcoin, suggesting that despite the recent sell-off and rising fear, demand at higher price levels remains resilient.

Bitcoin New Investors Flow | Source: Axel Adler
This kind of buying activity often reflects confidence from institutional investors and large holders who view current weakness as an opportunity rather than a threat. The ability of the market to attract fresh inflows, even amid volatility, indicates that underlying sentiment and long-term conviction remain intact. Historically, similar accumulation phases during sharp drawdowns have preceded major relief rallies once selling pressure subsides.

Adding to the optimism, analysts believe that the upcoming U.S. government reopening could serve as a macro catalyst for recovery. The event is expected to restore market liquidity and reduce uncertainty around fiscal policy, potentially triggering renewed risk appetite across financial markets. Combined with steady on-chain accumulation, these factors could lay the groundwork for Bitcoin to regain momentum and retest the $110K resistance zone in the coming weeks.

BTC Tests Key Weekly Support as Bulls Defend $100K
Bitcoin’s weekly chart shows the asset testing a major support area after one of its steepest pullbacks of the year. Following a sharp drop from $110,000 to below $100,000, BTC is now consolidating around $103,000, just above the 50-week moving average (blue line) — a historically critical level that has often defined mid-cycle corrections.

BTC testing 50-week MA | Source: BTCUSDT chart on TradingView
If this zone holds, it could mark the base for a potential recovery phase. However, a weekly close below the 50-week MA would raise the risk of a deeper decline toward the 200-week MA near $80,000, which hasn’t been tested since early 2023.

The market structure remains neutral-to-bearish in the short term. Bitcoin has repeatedly failed to sustain above the $117,500 resistance — a key level that previously acted as support — indicating that bulls are losing momentum. Volume spikes during the selloff confirm strong liquidation activity, suggesting capitulation among short-term holders.

For sentiment to shift, BTC must reclaim the $110,000–$112,000 range to invalidate the bearish breakdown. Until then, the focus remains on whether buyers can maintain control above $100,000, as that psychological level will likely determine the direction of the next major move.

Featured image from ChatGPT, chart from TradingView.com

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Sebastian's journey into the world of crypto began four years ago, driven by a fascination with the potential of blockchain technology to revolutionize financial systems. His initial exploration focused on understanding the intricacies of various crypto projects, particularly those focused on building innovative financial solutions. Through countless hours of research and learning, Sebastian developed a deep understanding of the underlying technologies, market dynamics, and potential applications of cryptocurrencies.
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