American Eagle Outfitters stock surged over 19% after beating Q3 estimates with strong demand, raising analyst targets and expectations for the holiday season, amid a broader retail earnings week and increased holiday e-commerce spending.
On Holdings exceeded Q3 expectations driven by nearly doubled sales in Asia and strong performance in footwear, apparel, and accessories, and has raised its FY25 guidance.
An AI analyst has reduced the price target for BigBear.ai (BBAI) stock despite the company reporting a Q3 earnings beat, indicating cautious outlook despite strong quarterly performance.
Oklo, a nuclear startup valued over $15 billion with no revenues yet, reported a larger-than-expected Q3 loss but announced significant progress on major projects, including a DOE-approved facility and a prototype reactor expected by July 2026. Its shares surged, driven by optimism about nuclear energy's role in powering data centers and government backing, making it a standout performer among nuclear stocks. Meanwhile, retail investors are shifting focus from meme stocks to gold, with increased trading activity in gold ETFs.
CoreWeave's stock dropped 16.4% after reporting a Q3 earnings miss and announcing major AI partnerships with CrowdStrike and VAST Data, highlighting its efforts to expand in the AI cloud market despite ongoing losses, high debt, and reliance on few major clients, with varied investor valuations suggesting potential overvaluation.
Amazon received a 'Perfect 10' Smart Score from TipRanks due to strong analyst support, hedge fund buying, positive news sentiment, and technical signals. The company's robust Q3 earnings, driven by AWS and a new $38 billion AI partnership with OpenAI, along with institutional interest and positive technical indicators, contribute to the optimistic outlook and a strong buy consensus among analysts, with potential upside of over 21%.
Meta's Q3 earnings were strong with revenue growth and high margins, but a stock sell-off was triggered by concerns over increased capital expenditures and AI-related investments. The author believes the dip presents a buying opportunity, citing the company's accelerating user growth, AI-driven engagement, and attractive valuation, asserting that Meta's long-term growth remains intact despite short-term market fears.
Lucid Group missed Wall Street expectations for the second quarter, cutting its annual production guidance and facing supply chain issues with its Gravity SUV. Despite a 68% revenue increase year-over-year, the company reported a significant net loss and widened EBITDA loss, while securing additional funding from its largest shareholder. Its stock performance has lagged behind competitors like Rivian.
Pinterest's stock dropped over 22% after its Q3 earnings missed estimates, despite user growth, due to concerns about slowing growth, macroeconomic factors, and potential risks from AI advancements. Analysts remain bullish on the stock's long-term prospects, but some express caution about future challenges.
AMD reported strong Q3 earnings with record revenue of $9.25 billion, driven by growth in data center, client, and gaming segments, and expects Q4 revenue of around $9.6 billion. Analyst Cowen anticipates positive developments at AMD's upcoming Analyst Day, including updates on AI market share and new products, leading to a bullish outlook with a raised price target of $290 and a Buy rating. Overall, AMD's prospects appear promising as it aims to compete with Nvidia and expand in AI and CPU markets.
Pinterest's stock dropped over 20% after missing Q3 earnings estimates and providing a weak Q4 revenue outlook, amid signs of moderating ad spend and market uncertainty, despite a 17% revenue growth and increased user base in Q3.
Rivian Automotive exceeded Wall Street's Q3 expectations with a $24 million gross profit, driven by a joint venture with Volkswagen and its software business, and maintained its 2025 guidance despite ongoing losses.
Papa John’s stock fell by up to 21% after Apollo Global Management withdrew its bid to take the company private at $64 per share, marking the largest drop since March 2020, amid broader industry shifts including Yum! Brands' review of Pizza Hut.
Rivian is set to report Q3 earnings with expectations of a 73% revenue increase to $1.51 billion and a narrower loss per share of $0.74. Despite recent strong delivery numbers, analysts are cautious due to demand uncertainties post-EV tax credit expiration, with some downgrading the stock and others maintaining a neutral outlook. Options traders anticipate a nearly 10% move in the stock post-earnings, and the overall market sentiment is cautious, with a hold consensus and a slight upside potential.
Uber reported strong Q3 earnings with revenue and trip volume surpassing expectations, but its stock fell nearly 5% in premarket trading, possibly due to market reactions to its earnings report and guidance, despite the company's significant growth and positive outlook.