SMTC Q2 Deep Dive: Data Center Strength and Portfolio Optimization Drive GrowthSemiconductor company Semtech (
NASDAQ:SMTC) announced better-than-expected revenue in Q2 CY2025, with sales up 19.6% year on year to $257.6 million. The company expects next quarter’s revenue to be around $266 million, close to analysts’ estimates. Its non-GAAP profit of $0.41 per share was in line with analysts’ consensus estimates.
American Woodmark (NASDAQ:AMWD) Misses Q2 Revenue EstimatesCabinet manufacturing company American Woodmark (
NASDAQ:AMWD) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 12.2% year on year to $403 million. Its non-GAAP profit of $1.01 per share was 11% below analysts’ consensus estimates.
5 Insightful Analyst Questions From Home Depot’s Q2 Earnings CallHome Depot’s second quarter results were well received by the market, as the company delivered steady growth in same-store sales and maintained profitability in line with Wall Street’s expectations. Management attributed the positive momentum to robust engagement across both professional and do-it-yourself customers, with particular strength in categories such as lumber, hardware, and seasonal goods. CEO Ted Decker noted, “The performance across the business was the strongest we’ve seen in over two years,” highlighting investments in technology, supply chain, and the pro ecosystem as meaningful contributors to recent performance.
5 Must-Read Analyst Questions From Jack Henry’s Q2 Earnings CallJack Henry’s Q2 results reflected steady execution in cloud-based banking solutions and ongoing demand across its core, payments, and complementary segments. Management credited recurring revenue growth and successful migrations to the private cloud for driving the quarter’s performance. CEO Greg Adelson highlighted, “We now host 77% of our core clients in Jack Henry’s private cloud environment,” emphasizing the firm’s ability to deliver operational efficiencies and win larger, upmarket deals. Notably, new product launches and a disciplined focus on cost management supported margin expansion, while temporary delays in consulting and implementation cycles—previously flagged by management—have largely abated.
Keysight’s Q2 Earnings Call: Our Top 5 Analyst QuestionsKeysight’s second quarter saw revenue and adjusted profits exceed Wall Street expectations, driven by robust order growth across its core businesses. Management pointed to sustained momentum from artificial intelligence (AI) infrastructure investments, continued strength in aerospace and defense, and stable wireless demand as key contributors. CEO Satish Dhanasekaran credited “sustained AI momentum, strong growth in aerospace, defense, government and general electronics,” highlighting the company’s ability to capitalize on multiple technology cycles and customer segments this quarter.
5 Revealing Analyst Questions From Toll Brothers’s Q2 Earnings CallToll Brothers’ Q2 results met Wall Street’s expectations as the company posted higher revenue and non-GAAP earnings per share, driven by resilient pricing in its luxury home segment. Management credited disciplined inventory management and a focus on affluent customers for steady demand, even as overall home sales volumes softened. CEO Douglas Yearley highlighted that the company’s average sales price increased while incentives rose modestly, reflecting a strategy to balance price and pace in a challenging housing market. The executive team also pointed to effective cost controls and efficiency gains as contributors to maintaining profitability amid industry headwinds.
The 5 Most Interesting Analyst Questions From La-Z-Boy’s Q2 Earnings CallLa-Z-Boy’s second quarter was met with a significant negative market reaction, reflecting investor concerns around flat sales and profitability pressures. While management highlighted modest growth in both Retail and Wholesale segments, ongoing weakness in store traffic and a notable decline in the Joybird business weighed on results. CEO Melinda Whittington described the consumer environment as “increasingly challenged,” attributing margin compression to new store investments and promotional activity. The company acknowledged that “de-leverage in same-store sales and investment in new store openings” drove down operating margins.
3 Low-Volatility Stocks That Concern UsLow-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.
3 Market-Beating Stocks to Target This WeekCompanies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns,
and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
3 Market-Beating Stocks to Consider Right NowThe best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital,
and those that can maintain this trifecta year in and year out often become the legends of the investing world.
1 Profitable Stock Worth Your Attention and 2 We Find RiskyWhile profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
3 Low-Volatility Stocks with Questionable FundamentalsStability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
3 Profitable Stocks We Think Twice AboutEven if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
3 Hyped Up Stocks That Concern UsEach stock in this article is trading near its 52-week high.
These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.
1 Momentum Stock Worth Investigating and 2 Facing HeadwindsGreat things are happening to the stocks in this article.
They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
3 Unpopular Stocks with Questionable FundamentalsWhen Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
1 Unpopular Stock That Deserves a Second Chance and 2 Facing HeadwindsWall Street’s bearish price targets for the stocks in this article signal serious concerns.
Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
1 Value Stock on Our Buy List and 2 We QuestionValue investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
3 Low-Volatility Stocks We Keep Off Our RadarStability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
3 Safe-and-Steady Stocks with Competitive AdvantagesStocks with low volatility can be a great foundation for a portfolio, especially for investors looking to reduce risk.
While they don’t often make headlines, these companies provide consistency in an unpredictable market.
3 of Wall Street’s Favorite Stocks with Open QuestionsThe stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%.
But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
3 Cash-Producing Stocks We Steer Clear OfGenerating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
3 Out-of-Favor Stocks We’re Skeptical OfThe past year hasn't been kind to the stocks featured in this article.
Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling knives.
1 Unpopular Stock That Deserves Some Love and 2 We IgnoreWall Street’s bearish price targets for the stocks in this article signal serious concerns.
Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
3 Small-Cap Stocks We Approach with CautionSmall-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
3 Cash-Producing Stocks We Keep Off Our RadarA company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
1 Small-Cap Stock with Impressive Fundamentals and 2 We QuestionInvestors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street.
Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.
2 Financials Stocks to Own for Decades and 1 We Find RiskyFinancial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Market leaders have certainly capitalized on a favorable backdrop to boost profitability,
helping fuel a 8.6% gain for the industry over the past six months.
This performance has closely followed the S&P 500.
2 Volatile Stocks for Long-Term Investors and 1 We IgnoreMarket swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
1 Value Stock to Target This Week and 2 Facing ChallengesValue stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor.
The key risk, however, is that these stocks are usually cheap for a reason – five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.
1 Unprofitable Stock to Keep an Eye On and 2 We Turn DownRunning at a loss can be a red flag.
Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.
1 Stock Under $50 to Target This Week and 2 We IgnoreThe $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead.
They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.
3 Reasons to Sell GTES and 1 Stock to Buy InsteadOver the past six months, Gates Industrial Corporation has been a great trade, beating the S&P 500 by 11.5%. Its stock price has climbed to $25.59, representing a healthy 19.6% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Parker-Hannifin (PH): Buy, Sell, or Hold Post Q2 Earnings?Parker-Hannifin trades at $735.30 per share and has stayed right on track with the overall market, gaining 11.3% over the last six months. At the same time, the S&P 500 has returned 8.1%.
3 Reasons to Avoid SEE and 1 Stock to Buy InsteadSealed Air currently trades at $32.28 per share and has shown little upside over the past six months, posting a small loss of 4%. The stock also fell short of the S&P 500’s 8.1% gain during that period.
3 Reasons We Love Broadcom (AVGO)Broadcom currently trades at $294.40 and has been a dream stock for shareholders. It’s returned 767% since August 2020, blowing past the S&P 500’s 84.8% gain. The company has also beaten the index over the past six months as its stock price is up 38.3%.
3 Reasons TXT is Risky and 1 Stock to Buy InsteadTextron trades at $80.76 and has moved in lockstep with the market. Its shares have returned 10.5% over the last six months while the S&P 500 has gained 8.1%.
Royal Caribbean (RCL): Buy, Sell, or Hold Post Q2 Earnings?The past six months have been a windfall for Royal Caribbean’s shareholders. The company’s stock price has jumped 41.5%, hitting $345.49 per share. This run-up might have investors contemplating their next move.
3 Reasons to Sell NLY and 1 Stock to Buy InsteadAnnaly Capital Management currently trades at $21.15 per share and has shown little upside over the past six months, posting a small loss of 3.3%. The stock also fell short of the S&P 500’s 8.1% gain during that period.
2 Reasons to Like WDFC (and 1 Not So Much)Over the last six months, WD-40’s shares have sunk to $219.12, producing a disappointing 8.1% loss - a stark contrast to the S&P 500’s 8.1% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
3 Reasons to Sell THO and 1 Stock to Buy InsteadTHOR Industries trades at $110.77 and has moved in lockstep with the market. Its shares have returned 9.1% over the last six months while the S&P 500 has gained 8.1%.
3 Reasons to Avoid AOUT and 1 Stock to Buy InsteadShareholders of American Outdoor Brands would probably like to forget the past six months even happened. The stock dropped 36.9% and now trades at $10.34. This may have investors wondering how to approach the situation.
Udemy (UDMY): Buy, Sell, or Hold Post Q2 Earnings?Udemy’s stock price has taken a beating over the past six months, shedding 27.2% of its value and falling to $7.10 per share. This may have investors wondering how to approach the situation.
3 Reasons LEN is Risky and 1 Stock to Buy InsteadLennar trades at $135.25 and has moved in lockstep with the market. Its shares have returned 11.3% over the last six months while the S&P 500 has gained 8.1%.
2 Reasons CNS is Risky and 1 Stock to Buy InsteadOver the last six months, Cohen & Steers’s shares have sunk to $76.54, producing a disappointing 11.7% loss - a stark contrast to the S&P 500’s 8.1% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
MGM Resorts (MGM): Buy, Sell, or Hold Post Q2 Earnings?MGM Resorts trades at $37.93 per share and has stayed right on track with the overall market, gaining 7.8% over the last six months. At the same time, the S&P 500 has returned 8.1%.
3 Reasons to Sell LAD and 1 Stock to Buy InsteadOver the past six months, Lithia’s stock price fell to $323.49. Shareholders have lost 6.3% of their capital, which is disappointing considering the S&P 500 has climbed by 8.1%. This may have investors wondering how to approach the situation.
3 Reasons to Avoid CRMT and 1 Stock to Buy InsteadAmerica's Car-Mart trades at $46.37 per share and has stayed right on track with the overall market, gaining 7.8% over the last six months. At the same time, the S&P 500 has returned 8.1%.
1 Reason to Sell COF and 1 Stock to Buy InsteadCapital One has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 12.4% to $221.09 per share while the index has gained 8.1%.
3 Reasons to Avoid CODI and 1 Stock to Buy InsteadCompass Diversified’s stock price has taken a beating over the past six months, shedding 63% of its value and falling to $7.57 per share. This may have investors wondering how to approach the situation.
3 Reasons to Avoid SONO and 1 Stock to Buy InsteadSince February 2025, Sonos has been in a holding pattern, floating around $13.60. The stock also fell short of the S&P 500’s 8.1% gain during that period.
3 Reasons to Sell FITB and 1 Stock to Buy InsteadSince February 2025, Fifth Third Bancorp has been in a holding pattern, posting a small return of 3.3% while floating around $44.25.
3 Reasons TFSL is Risky and 1 Stock to Buy InsteadTFS Financial trades at $13.89 and has moved in lockstep with the market. Its shares have returned 6% over the last six months while the S&P 500 has gained 8.1%.
3 Reasons TFC is Risky and 1 Stock to Buy InsteadTruist Financial has been treading water for the past six months, recording a small return of 1.1% while holding steady at $45.84. The stock also fell short of the S&P 500’s 8.1% gain during that period.
Media Stocks Q2 Results: Benchmarking Warner Music Group (NASDAQ:WMG)As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the media industry, including Warner Music Group (
NASDAQ:WMG) and its peers.
Q2 Earnings Roundup: Byrna (NASDAQ:BYRN) And The Rest Of The Aerospace and Defense SegmentEarnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Byrna (
NASDAQ:BYRN) and its peers.
Consumer Internet Stocks Q2 In Review: Coinbase (NASDAQ:COIN) Vs PeersWrapping up Q2 earnings, we look at the numbers and key takeaways for the consumer internet stocks, including Coinbase (
NASDAQ:COIN) and its peers.
Q2 Earnings Highlights: First Solar (NASDAQ:FSLR) Vs The Rest Of The Renewable Energy StocksQuarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at First Solar (
NASDAQ:FSLR) and the best and worst performers in the renewable energy industry.
A Look Back at Aerospace Stocks’ Q2 Earnings: Rocket Lab (NASDAQ:RKLB) Vs The Rest Of The PackEarnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Rocket Lab (
NASDAQ:RKLB) and its peers.
A Look Back at Travel and Vacation Providers Stocks’ Q2 Earnings: Carnival (NYSE:CCL) Vs The Rest Of The PackThe end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Carnival (
NYSE:CCL) and the rest of the travel and vacation providers stocks fared in Q2.
Spotting Winners: Azenta (NASDAQ:AZTA) And Drug Development Inputs & Services Stocks In Q2Let’s dig into the relative performance of Azenta (
NASDAQ:AZTA) and its peers as we unravel the now-completed Q2 drug development inputs & services earnings season.
Patient Monitoring Stocks Q2 Highlights: Insulet (NASDAQ:PODD)As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the patient monitoring industry, including Insulet (
NASDAQ:PODD) and its peers.
Q2 Earnings Roundup: Comcast (NASDAQ:CMCSA) And The Rest Of The Wireless, Cable and Satellite SegmentEarnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Comcast (
NASDAQ:CMCSA) and its peers.
Regional Banks Stocks Q2 Teardown: First Horizon (NYSE:FHN) Vs The RestWrapping up Q2 earnings, we look at the numbers and key takeaways for the regional banks stocks, including First Horizon (
NYSE:FHN) and its peers.
Internet of Things Stocks Q2 Results: Benchmarking Emerson Electric (NYSE:EMR)As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the internet of things industry, including Emerson Electric (
NYSE:EMR) and its peers.
Unpacking Q2 Earnings: Meritage Homes (NYSE:MTH) In The Context Of Other Home Builders StocksAs the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the home builders industry, including Meritage Homes (
NYSE:MTH) and its peers.
Analog Semiconductors Stocks Q2 Recap: Benchmarking Universal Display (NASDAQ:OLED)The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how analog semiconductors stocks fared in Q2, starting with Universal Display (
NASDAQ:OLED).
Q2 Earnings Roundup: O'Reilly (NASDAQ:ORLY) And The Rest Of The Auto Parts Retailer SegmentQuarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at O'Reilly (
NASDAQ:ORLY) and the best and worst performers in the auto parts retailer industry.
Q2 Earnings Highlights: Walmart (NYSE:WMT) Vs The Rest Of The Large-format Grocery & General Merchandise Retailer StocksEarnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Walmart (
NYSE:WMT) and its peers.
Q2 Rundown: Funko (NASDAQ:FNKO) Vs Other Toys and Electronics StocksAs the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the toys and electronics industry, including Funko (
NASDAQ:FNKO) and its peers.
Spotting Winners: Boston Beer (NYSE:SAM) And Beverages, Alcohol, and Tobacco Stocks In Q2As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at beverages, alcohol, and tobacco stocks, starting with Boston Beer (
NYSE:SAM).
Spotting Winners: BJ's (NASDAQ:BJRI) And Sit-Down Dining Stocks In Q2Let’s dig into the relative performance of BJ's (
NASDAQ:BJRI) and its peers as we unravel the now-completed Q2 sit-down dining earnings season.
Q2 Earnings Highs And Lows: Textron (NYSE:TXT) Vs The Rest Of The Aerospace StocksAs the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the aerospace industry, including Textron (
NYSE:TXT) and its peers.
Regional Banks Stocks Q2 In Review: Customers Bancorp (NYSE:CUBI) Vs PeersWrapping up Q2 earnings, we look at the numbers and key takeaways for the regional banks stocks, including Customers Bancorp (
NYSE:CUBI) and its peers.
Regional Banks Stocks Q2 Recap: Benchmarking BOK Financial (NASDAQ:BOKF)As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at regional banks stocks, starting with BOK Financial (
NASDAQ:BOKF).
