Recent Articles from StockStory

Furniture company Lovesac (NASDAQ:LOVE) fell short of the markets revenue expectations in Q3 CY2025, with sales flat year on year at $150.2 million. Next quarter’s revenue guidance of $246 million underwhelmed, coming in 5.7% below analysts’ estimates. Its GAAP loss of $0.72 per share was 4.6% below analysts’ consensus estimates.

Samsara delivered a quarter that exceeded Wall Street’s expectations, with revenue growth fueled by continued expansion among large enterprise customers and increasing multiproduct adoption. Management highlighted that momentum was particularly strong in segments such as construction, public sector, and international markets, where the company saw accelerating growth. CEO Sanjit Biswas attributed this to Samsara’s ability to unify data and deliver actionable insights for complex operations, noting, “Large enterprises are quickly digitizing their operations, and they’re demanding a partner that delivers scale and performance.”

Smith & Wesson’s third-quarter results were met with a positive market reaction, as the company outpaced Wall Street’s revenue and profit expectations despite a year-over-year sales decline. Management credited strong operational efficiency, disciplined inventory management, and the success of new product launches for supporting profitability. President and CEO Mark Peter Smith emphasized, “Our new products continue to be a significant catalyst, accounting for nearly 40% of sales in the quarter.” The company’s ability to increase average selling prices while reducing inventory levels was seen as a key contributor to stable retail performance, even as broader industry demand softened.

Wiley’s third quarter results reflected a mix of strong momentum in its research business and continued headwinds in its learning segment. Management credited robust growth in research publishing and demand for AI content licensing as key drivers, while acknowledging persistent challenges in learning due to shifting retailer inventory strategies and softer consumer spending. CEO Matthew Kissner pointed to “another AI licensing project for an existing LLM customer” and highlighted that research volumes remain at “record levels worldwide,” but also described the year for learning as “unusual,” attributing declines to external factors such as Amazon’s inventory management and cyclical consumer demand.

Domo's third quarter results were met with a negative market reaction, as the company reported flat year-over-year sales alongside revenue that aligned with Wall Street expectations. Management pointed to the increased length and complexity of partner-driven sales cycles as a primary factor affecting billings, emphasizing that larger, multi-stakeholder deals now require more time to close. CEO Josh James highlighted that these ecosystem-focused transactions involve higher-level decision makers, leading to longer but ultimately more durable customer relationships. The transition to a consumption-based pricing model was also a key theme, with management noting accelerating adoption and its impact on user engagement.

Stitch Fix delivered a quarter that outpaced Wall Street’s revenue expectations, with management attributing the performance to a combination of new client engagement features, expanded product assortment, and increasing use of generative AI. CEO Matt Baer emphasized that both women’s and men’s businesses saw accelerated growth, aided by strong seasonal demand and expanded offerings in categories like sneakers and outerwear. Management cited the success of new brands and innovative shopping experiences as key drivers. CFO David Aufderhaar highlighted improvements in average order value and repeated that disciplined operational execution is fueling sustainable growth.

Creative software giant Adobe (NASDAQ:ADBE) announced better-than-expected revenue in Q4 CY2025, with sales up 10.5% year on year to $6.19 billion. Guidance for next quarter’s revenue was better than expected at $6.28 billion at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $5.50 per share was 1.9% above analysts’ consensus estimates.

Donaldson’s third quarter results for 2025 were well received by the market, with the company outperforming Wall Street’s expectations for both revenue and non-GAAP earnings. Management highlighted robust growth in key segments, including mobile aftermarket, power generation, and food and beverage, which contributed to the sales and margin expansion. CEO Todd Carpenter credited the company’s “razor-to-sell razor blades model” and ongoing cost optimization initiatives for driving operational leverage. The team also pointed to share gains in the independent channel and strong execution in China as underpinning this quarter’s growth.

Hormel Foods’ third quarter saw a positive market reaction despite revenue falling below Wall Street’s expectations, as investors focused on the company’s stronger than anticipated non-GAAP profit. Management highlighted persistent input cost inflation, particularly in pork and beef, as a major headwind, which weighed on margins and sales volumes. Interim CFO Paul Keenan acknowledged, “Profit was challenged this year, and value-added growth was more than offset by year-over-year margin pressures related to higher commodity input costs, supply chain impacts of avian illnesses, and some discrete items.” The company’s protein-forward brands like Jennie-O and Planters provided some stability, but discrete events including a product recall and facility fire further pressured results.

ChargePoint’s third quarter was marked by a positive market reaction, driven by better-than-expected revenue growth and initial signs of improved operational discipline. Management attributed the quarter’s performance to expanded partnerships with automotive and fleet customers, as well as successful cost reduction initiatives. CEO Rick Wilmer emphasized that ChargePoint’s “relentless pursuit of operational excellence” led to lower operating expenses and a reduction in cash consumption. The company also highlighted increased utilization across its charging network, reflecting broader growth in electric vehicle adoption.

Sportsman's Warehouse faced a negative market reaction to its third quarter results, despite meeting Wall Street’s revenue and earnings expectations. Management pointed to broad-based growth in hunting, shooting sports, and fishing categories, with digital and in-store initiatives helping drive same-store sales higher. CEO Paul Stone noted, “Our firearms business once again outperformed adjusted NIC checks, extending our market share gains for yet another quarter.” Persistent weakness in the camping category and a highly promotional retail landscape weighed on performance, while inventory reduction and positive free cash flow remained priorities.

DocuSign’s third quarter was marked by robust growth in its Intelligent Agreement Management (IAM) platform and steady adoption of core eSignature products, though the market responded negatively to the results. Management attributed the quarter’s performance to increased customer expansion within the IAM platform, particularly among enterprise clients, and cited operational efficiency as a key driver of improved profitability. CEO Allan Thygesen highlighted, “We delivered one of the higher growth quarters over the past 2 years, driven by continued customer investment in core products and the IAM platform.”

Ulta’s third quarter was met with a positive market response, driven by robust sales growth and ongoing market share gains in both mass and prestige beauty categories. Management credited the quarter’s momentum to enhanced in-store experiences, an expanding loyalty program, and a strong slate of exclusive brand launches. CEO Kecia Steelman pointed to double-digit e-commerce growth and a record 46.3 million loyalty members as key contributors, emphasizing the company’s ability to “accelerate our top-line growth, increase our market share, and drive our results.”

CooperCompanies delivered a third quarter that met market expectations, with management highlighting robust execution in its premium daily contact lens portfolio and steady contract wins in both private label and branded products. CEO Al White attributed the performance to the global rollout of the MyDay lens line, stating, “Momentum is robust, we’re seeing increasing bidding activity with especially strong interest in our premium comfort MyDay Energous lens.” Despite ongoing softness in the Asia Pacific region, particularly China, management pointed to improved availability and targeted product launches as key drivers behind CooperVision’s growth. CooperSurgical’s performance was supported by share gains in fertility and strong demand for the PARAGARD device, offsetting weaker consumer spending in certain markets.

Science Applications International Corporation’s third quarter was marked by a significant positive market reaction, as management’s focus on operational efficiency and cost containment stood out. Interim CEO Jim Reagan credited improved program execution and the successful integration of SilverEdge, an AI-focused acquisition, with helping to offset ongoing challenges in government spending. Reagan highlighted that, despite a year-over-year revenue decline, the company’s margins benefited from internal restructuring, stating, “We are implementing efficiencies... and will redeploy savings to fuel growth and improve profitability.”

Semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) announced better-than-expected revenue in Q3 CY2025, but sales fell by 3.1% year on year to $215.8 million. On top of that, next quarter’s revenue guidance ($221 million at the midpoint) was surprisingly good and 6.7% above what analysts were expecting. Its non-GAAP profit of $0.60 per share was 34.8% above analysts’ consensus estimates.

Enterprise software giant Oracle (NYSE:ORCL) fell short of the markets revenue expectations in Q4 CY2025, but sales rose 14.2% year on year to $16.06 billion. Its non-GAAP profit of $2.26 per share was 38% above analysts’ consensus estimates.

Genesco’s third quarter results were met with a sharp negative market reaction, reflecting investor concerns over profitability despite meeting revenue expectations. Management identified stronger back-to-school sales at Journeys and ongoing store optimization as key drivers, but acknowledged that heightened promotional activity in the UK and headwinds from tariffs pressured gross margins. CEO Mimi Eckel Vaughn stated that Schuh faced "heightened promotional activity" while the exit of licenses in Genesco Brands Group and the impact of tariffs added further margin pressure.

SentinelOne’s third quarter was marked by solid top-line growth and improving profitability, but the market responded negatively to the results. Management attributed the company’s performance to strong customer adoption of its emerging AI, data, and cloud security offerings, as well as greater expansion among existing clients. CEO Tomer Weingarten emphasized the rapid uptake of the Purple AI and data solutions, which contributed to a record average recurring revenue per customer and demonstrated the platform’s differentiation. The quarter also featured continued strength in international markets and meaningful progress in operational efficiency.

Zumiez delivered a third quarter that surpassed Wall Street expectations, with management attributing the results to strong comparable sales growth and improved profitability in North America. CEO Richard Brooks highlighted that multiple product categories contributed to the performance, especially women’s and hard goods, with back-to-school and holiday momentum cited as key demand drivers. Management specifically credited the effectiveness of refreshed merchandise assortments and the company’s ability to attract full-price customers, noting, “Comparable sales grew 7.6% on top of a 7.5% increase in the year-ago quarter, representing our sixth consecutive quarter of positive comparable sales growth.”

America’s Car-Mart saw a notable market rebound after its third quarter results, despite reporting a larger-than-expected non-GAAP loss. Management attributed the positive market response to the early progress of a multi-phase cost reduction initiative, new underwriting technology, and improved operational efficiency. CEO Douglas Campbell emphasized the significance of recently completed store consolidations and headcount reductions, which are expected to generate meaningful ongoing savings. The company also highlighted resilience in consumer demand for used vehicles and the value of its upgraded digital payment platform. Campbell noted, “We are prioritizing value over volume to build a portfolio that delivers stronger returns.”

Hewlett Packard Enterprise’s third quarter was met with a negative market reaction as revenue missed Wall Street’s expectations despite strong year-over-year growth. Management attributed the mixed performance to the delayed timing of AI server shipments and a decline in U.S. federal spending, while emphasizing robust order momentum in networking and storage. CEO Antonio Neri described the quarter as “transformative,” highlighting the completed Juniper Networks acquisition and the integration progress across core business units. Management acknowledged that disciplined pricing actions and continued investment in higher-margin segments shaped the quarter’s results.

E-commerce pet food and supplies retailer Chewy (NYSE:CHWY) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 8.3% year on year to $3.12 billion. Its non-GAAP profit of $0.32 per share was 5.4% above analysts’ consensus estimates.

Dollar General’s third quarter saw a positive market reaction, reflecting strong execution in key areas highlighted by management. The company attributed its performance to increased customer traffic, particularly from higher-income households, and ongoing market share gains in both consumable and non-consumable categories. CEO Todd Vasos emphasized the importance of Dollar General’s value proposition, especially its offering of over 2,000 products at or below the $1 price point, and credited operational improvements, such as shrink reduction and inventory optimization, for supporting the quarter’s results. Management pointed to broad-based category sales growth and a robust digital presence as additional contributors to the balanced performance.

Luxury ski resort company Vail Resorts (NYSE:MTN) fell short of the markets revenue expectations in Q3 CY2025 as sales rose 4.1% year on year to $271 million. Its non-GAAP loss of $5.20 per share was in line with analysts’ consensus estimates.

Fashion conglomerate Oxford Industries (NYSE:OXM) beat Wall Street’s revenue expectations in Q3 CY2025, but sales were flat year on year at $307.3 million. On the other hand, next quarter’s revenue guidance of $375 million was less impressive, coming in 4.4% below analysts’ estimates. Its non-GAAP loss of $0.92 per share was 2.4% above analysts’ consensus estimates.

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Still, investors are uneasy as firms face challenges from AI-driven disruptors and tightening corporate budgets. These doubts have certainly contributed to services stocks’ recent underperformance - over the past six months, the industry’s 12% gain has fallen behind the S&P 500’s 13.6% rise.

Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But their prominence also brings high exposure to the ups and downs of economic cycles. Luckily, the tide is turning in their favor as the industry’s 17.8% return over the past six months has topped the S&P 500 by 4.2 percentage points.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But their prominence also brings high exposure to the ups and downs of economic cycles. Luckily, the tide is turning in their favor as the industry’s 17.8% return over the past six months has topped the S&P 500 by 4.2 percentage points.

Wall 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.

Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. Market leaders have certainly capitalized on rising interest rates and strong loan demand to boost profitability, helping fuel a 13.3% gain for the banking industry over the past six months. This performance has closely followed the S&P 500.

Companies 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.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Market 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.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

While 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".

A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the household products stocks, including Kimberly-Clark (NASDAQ:KMB) and its peers.

Looking back on data storage stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Commvault (NASDAQ:CVLT) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Sinclair (NASDAQ:SBGI) and its peers.

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the regional banks stocks, including OceanFirst Financial (NASDAQ:OCFC) and its peers.

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 investment banking & brokerage stocks fared in Q3, starting with LPL Financial (NASDAQ:LPLA).

Let’s dig into the relative performance of Ball (NYSE:BALL) and its peers as we unravel the now-completed Q3 industrial packaging earnings season.

Quarterly 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 AXIS Capital (NYSE:AXS) and the best and worst performers in the reinsurance industry.

Let’s dig into the relative performance of Genesco (NYSE:GCO) and its peers as we unravel the now-completed Q3 footwear earnings season.

Looking back on medical devices & supplies - diversified stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Baxter (NYSE:BAX) and its peers.

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data infrastructure industry, including Confluent (NASDAQ:CFLT) and its peers.

Looking back on home builders stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Lennar (NYSE:LEN) and its peers.

Shares of sensor manufacturer Sensata Technology (NYSE:ST) jumped 4.7% in the afternoon session after the Federal Reserve cut its key interest rate, boosting investor confidence across the market. 

A number of stocks jumped in the afternoon session after the Federal Reserve lowered its benchmark interest rate by a quarter-percentage point, signaling a more accommodative monetary policy. 

A number of stocks jumped in the afternoon session after the Federal Reserve cut interest rates by 25 basis points, signaling a potential boost for consumer spending. 

A number of stocks jumped in the afternoon session after the Federal Reserve lowered its benchmark interest rate by a quarter-percentage point, signaling a more accommodative monetary policy. 

A number of stocks jumped in the afternoon session after the Federal Reserve delivered its third and final interest rate cut of the year, lowering the federal funds rate by 25 basis points (0.25%) to a 3.50%-3.75% range. 

A number of stocks jumped in the afternoon session after the Federal Reserve delivered its third and final interest rate cut of the year, lowering the federal funds rate by 25 basis points (0.25%) to a 3.50%-3.75% range. 

Shares of semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) jumped 43.9% in the afternoon session after the Federal Reserve cut its key interest rate, boosting investor confidence across the market. 

A number of stocks jumped in the afternoon session after the Federal Reserve lowered its benchmark interest rate by a quarter-percentage point, signaling a more accommodative monetary policy. 

Shares of auto parts and accessories retailer Advance Auto Parts (NYSE:AAP) jumped 7.2% in the afternoon session after the Federal Reserve delivered its third and final interest rate cut of the year, lowering the federal funds rate by 25 basis points (0.25%) to a 3.50%-3.75% range. 

Shares of regional banking company Western Alliance Bancorporation (NYSE:WAL) jumped 4.2% in the afternoon session after the Federal Reserve delivered its third and final interest rate cut of the year, lowering the federal funds rate by 25 basis points (0.25%) to a 3.50%-3.75% range. 

A number of stocks jumped in the afternoon session after the Federal Reserve cut interest rates by 25 basis points, signaling a potential boost for consumer spending. This dovish action, combined with highly accommodating signals from Chair Jerome Powell and the Federal Open Market Committee (FOMC), sent the Dow Jones Industrial Average and S&P 500 surging. The market's bullish reaction was rooted in several key takeaways from the Fed's announcement. Most significantly, the central bank confirmed it would begin expanding its balance sheet by buying short-term bonds, a move that injects critical liquidity and lowers short-term Treasury yields. Furthermore, the Fed signaled a shift in priority by removing language that described the labor market as "remaining low," suggesting it would be more focused on supporting economic growth. While the Fed's official forecast projected only one cut for the next year, traders immediately priced in the expectation of more aggressive easing, banking on at least two rate reductions. This widespread anticipation of sustained, low borrowing costs and the virtual certainty that rate hikes would be off the table boosted corporate valuations and created powerful momentum for the equity market rally.

A number of stocks jumped in the afternoon session after the Federal Reserve lowered its benchmark interest rate by a quarter-percentage point, signaling a more accommodative monetary policy. 

Shares of young adult apparel retailer Abercrombie & Fitch (NYSE:ANF) jumped 7.8% in the afternoon session after the Federal Reserve delivered its third and final interest rate cut of the year, lowering the federal funds rate by 25 basis points (0.25%) to a 3.50%-3.75% range. 

Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 6.7% in the afternoon session after the Federal Reserve cut its key interest rate, boosting investor confidence across the market. 

A number of stocks jumped in the afternoon session after the Federal Reserve lowered its benchmark interest rate by a quarter-percentage point, signaling a more accommodative monetary policy. 

Shares of memory chips maker Micron (NYSE:MU) jumped 4.1% in the afternoon session after the Federal Reserve cut its key interest rate, boosting investor confidence across the market. 

Shares of athletic apparel brand Nike (NYSE:NKE) jumped 4% in the afternoon session after the Federal Reserve cut interest rates by 25 basis points, signaling a potential boost for consumer spending. 

Shares of rail equipment company Westinghouse Air Brake Technologies (NYSE:WAB) jumped 3.1% in the afternoon session after the Federal Reserve delivered its third and final interest rate cut of the year, lowering the federal funds rate by 25 basis points (0.25%) to a 3.50%-3.75% range. 

Shares of e-commerce platform Shopify (NYSE:SHOP) jumped 5% in the afternoon session after the Federal Reserve delivered its third and final interest rate cut of the year, lowering the federal funds rate by 25 basis points (0.25%) to a 3.50%-3.75% range. 

Manufacturing company Nordson (NASDAQ:NDSN) fell short of the markets revenue expectations in Q3 CY2025, with sales flat year on year at $751.8 million. Next quarter’s revenue guidance of $650 million underwhelmed, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $3.03 per share was 3.4% above analysts’ consensus estimates.

Semiconductor production equipment provider Amtech Systems (NASDAQ:ASYS) reported Q3 CY2025 results topping the market’s revenue expectations, but sales fell by 17.7% year on year to $19.84 million. On the other hand, next quarter’s revenue guidance of $19 million was less impressive, coming in 2.6% below analysts’ estimates. Its non-GAAP profit of $0.10 per share was significantly above analysts’ consensus estimates.

Earth imaging satellite company Planet Labs (NYSE:PL) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 32.6% year on year to $81.25 million. On top of that, next quarter’s revenue guidance ($78 million at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP loss of $0 per share was significantly above analysts’ consensus estimates.

Fashion conglomerate Oxford Industries (NYSE:OXM) reported Q3 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $307.3 million. On the other hand, next quarter’s revenue guidance of $375 million was less impressive, coming in 4.4% below analysts’ estimates. Its non-GAAP loss of $0.92 per share was 2.4% above analysts’ consensus estimates.

Luxury ski resort company Vail Resorts (NYSE:MTN) fell short of the markets revenue expectations in Q3 CY2025 as sales rose 4.1% year on year to $271 million. Its GAAP loss of $5.20 per share was 0.6% below analysts’ consensus estimates.