Recent Articles from StockStory

Shares of wellness products company Nature’s Sunshine (NASDAQ:NATR) jumped 11.5% in the afternoon session after the stock's positive momentum continued as the company reported strong third-quarter 2025 results that beat Wall Street's expectations and raised its full-year guidance. The wellness products company announced that its sales increased 12% year-over-year to $128.3 million, which topped analyst estimates. Profitability also saw a significant boost, with adjusted earnings of $0.36 per share, more than double the forecast of $0.16. Additionally, tight cost controls and strong product demand helped adjusted EBITDA climb 42% to $15.2 million. In light of these positive results, Nature's Sunshine lifted its full-year 2025 forecast for sales to a range of $476 million to $480 million and for adjusted EBITDA to between $47 million and $49 million, signaling confidence in its continued business momentum.

Shares of media, broadcasting, and digital services company E.W. Scripps (NASDAQ:SSP) jumped 7.6% in the afternoon session after the stock continued to rally following its third-quarter earnings report, which investors viewed favorably despite a wider-than-expected loss. This move extended a significant gain from the previous trading session, where the stock also surged after the results were released. While the company reported a loss of $0.55 per share, missing forecasts, investors focused on positive underlying trends. The company highlighted strong execution, including a 41% increase in Connected TV revenue and successful sales of broadcast stations. Furthermore, management pointed to progress in its sports strategy, with partnerships involving the WNBA and NHL driving advertising growth. E.W. Scripps also made strides in improving its financial position by cutting expenses and reducing its net leverage. A broader market rally may have also provided a tailwind for the shares.

Shares of work management platform monday.com (NASDAQ:MNDY) fell 14.2% in the afternoon session after the company issued a weak fourth-quarter revenue forecast that overshadowed its strong third-quarter results. While the work management platform beat Wall Street's expectations for its third quarter with sales of $316.9 million and a non-GAAP profit of $1.16 per share, its outlook spooked investors. For the upcoming fourth quarter, monday.com projected revenue to be $329 million at the midpoint. This forecast fell short of the $333.8 million that analysts had anticipated. The weaker-than-expected guidance raised concerns about the company's future growth, leading to a sharp sell-off in the stock despite the solid performance in the recent quarter.

Shares of private label food company TreeHouse Foods (NYSE:THS) jumped 23.2% in the afternoon session after it agreed to be acquired by the European private equity firm Investindustrial in an all-cash deal valued at approximately $2.9 billion. Under the terms of the agreement, TreeHouse Foods shareholders received $22.50 in cash for each share of common stock, a substantial premium. In addition to the cash payment, shareholders also received one non-transferable Contingent Value Right (CVR) per share. This CVR offered the potential for more funds from ongoing litigation related to the company's coffee business. The acquisition news overshadowed the company's third-quarter financial results, which showed a net loss and missed analyst earnings expectations. Following the completion of the deal, TreeHouse Foods was set to become a private company, and its stock would no longer be listed on the New York Stock Exchange.

Shares of cloud software provider Upland Software (NASDAQ:UPLD) jumped 8.7% in the afternoon session after the stock's positive momentum continued as the company reported third-quarter results that surpassed Wall Street's revenue and profit expectations. The company's non-GAAP profit of $0.30 per share came in 73.1% above what analysts had forecasted. Management pointed to progress in core organic growth, strong adjusted EBITDA margins, and new large-scale customer wins as reasons for the strong performance. Specifically, the company's CEO noted multimillion-dollar deals with major technology and pharmaceutical companies for its AI-powered product suite.

Shares of pop culture collectibles manufacturer Funko (NASDAQ:FNKO) jumped 13.1% in the afternoon session after Goldman Sachs raised its price target on the stock, pointing to the company's improved cost management following its third-quarter financial results. 

Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 6.7% in the afternoon session after Loop Capital raised its price target on the stock to $250 from $190. 

Shares of television broadcasting and production company AMC Networks (NASDAQ:AMCX) jumped 9.3% in the afternoon session after analysts at Wells Fargo upgraded the company's stock to 'Equalweight' from a previous rating. 

Shares of global pharmaceutical company Eli Lilly (NYSE:LLY) jumped 4.9% in the afternoon session after Leerink Partners upgraded the stock to Outperform from Market Perform and significantly raised its price target. 

Shares of education company Lincoln Educational (NASDAQ:LINC) jumped 12% in the afternoon session after the stock's positive momentum continued as the company reported strong third-quarter financial results that surpassed analyst expectations and raised its full-year guidance. 

Shares of digital ad verification company DoubleVerify (NYSE:DV) jumped 12.5% in the afternoon session after analyst commentary suggested the company's stock was undervalued following a recent plunge, with firms maintaining their 'Buy' ratings despite lowering price targets. 

Shares of solar power systems company SolarEdge (NASDAQ:SEDG) jumped 12.7% in the afternoon session after the stock's positive momentum continued as it reported better-than-expected third-quarter financial results, where both revenue and earnings surpassed analyst forecasts. 

Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 7.9% in the afternoon session after the stock's positive momentum continued as the company reported third-quarter financial results that beat analysts' expectations on key metrics. 

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 6.9% in the afternoon session after the stock's positive momentum continued as the company reported strong third-quarter results, which led to a raised full-year sales outlook. In its third quarter, Palantir's revenue increased by 63% compared to the same period in the previous year, reaching a record $1.2 billion. This robust performance prompted the company to increase its sales projection for the full year to $4.4 billion. If achieved, this would represent substantial growth from the $2.9 billion reported in 2024. The impressive results also captured the attention of analysts, with some firms viewing the company's performance favorably. For instance, Bank of America issued a "Buy" rating, and Piper Sandler gave an "Overweight" rating following the financial update.

Shares of casino, sports betting and entertainment operator PENN Entertainment (NASDAQ:PENN) jumped 8.2% in the afternoon session after an analyst upgrade from Stifel and a significant stock purchase by the company's CEO, Jay Snowden. 

Shares of laser company nLIGHT (NASDAQ:LASR) jumped 7.9% in the afternoon session after the stock's positive momentum continued as the company reported strong third-quarter results driven by its defense business and provided an upbeat forecast for the next quarter. 

Shares of healthcare company Surgery Partners (NASDAQ:SGRY) fell 23.8% in the afternoon session after it reported third-quarter results that missed analyst expectations for profit and lowered its full-year 2025 financial forecast. 

Shares of technology real estate company Opendoor (NASDAQ:OPEN) jumped 18.5% in the afternoon session after an analyst from JPMorgan highlighted a "major transformation" underway at the company and pointed to a path toward profitability. 

Shares of electricity storage and software provider Fluence (NASDAQ:FLNC) jumped 5.3% in the afternoon session after it partnered with LEAG Clean Power to construct Europe's largest battery energy storage system. The project, named GigaBattery Jänschwalde 1000, was set to be built in Jänschwalde, Germany, with a capacity of 1 gigawatt. This large facility planned to use Fluence's advanced Smartstack™ energy storage solution. The system was designed to provide essential grid services, improve energy security, and allow for efficient energy trading. The announcement highlighted the company's leadership in energy technology as the sector saw increased investor interest in battery expansion projects.

Shares of health insurance company Oscar Health (NYSE:OSCR) fell 13.8% in the afternoon session after investors reacted to a proposal to redirect healthcare funding away from insurers and a third-quarter earnings report showing a significant net loss. 

Shares of satellite communications provider Globalstar (NASDAQ:GSAT) jumped 16.8% in the afternoon session after the stock's positive momentum continued as the company reported record third-quarter revenue that surpassed estimates and its partner, Apple, revealed plans to enhance iPhone satellite features. The satellite communications firm posted record revenue of $73.8 million for the third quarter, which led B. Riley to raise its price target on the stock. Adding to the positive news, Apple, a key partner, announced plans to expand its satellite capabilities using Globalstar's network. These new features included satellite-enhanced navigation within Apple Maps and the ability to send photos through iMessage without a cellular signal. Furthermore, Globalstar announced a major expansion of its ground infrastructure in Brazil, installing eight new antennas as part of a global upgrade. This series of positive developments boosted investor confidence, sending the stock to a new 52-week high.

Freight Delivery Company RXO (NYSE:RXO) met Wall Streets revenue expectations in Q3 CY2025, with sales up 36.6% year on year to $1.42 billion. Its non-GAAP profit of $0.01 per share was $0.03 below analysts’ consensus estimates.

Aerospace and defense company Ducommun (NYSE:DCO) met Wall Streets revenue expectations in Q3 CY2025, with sales up 5.5% year on year to $212.6 million. Its non-GAAP profit of $0.99 per share was 3.9% above analysts’ consensus estimates.

Quantum computing company IonQ (NYSE:IONQ) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 222% year on year to $39.87 million. The company’s full-year revenue guidance of $108 million at the midpoint came in 18.4% above analysts’ estimates. Its non-GAAP loss of $0.17 per share was 15.8% above analysts’ consensus estimates.

Water infrastructure products manufacturer Mueller Water Products reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 9.4% year on year to $380.8 million. On the other hand, the company’s full-year revenue guidance of $1.46 billion at the midpoint came in 0.6% below analysts’ estimates. Its non-GAAP profit of $0.38 per share was 12.3% above analysts’ consensus estimates.

Pharmaceutical company Amphastar Pharmaceuticals (NASDAQAMPH) reported Q3 CY2025 results topping the market’s revenue expectations, but sales were flat year on year at $191.8 million. Its non-GAAP profit of $0.93 per share was 12.7% above analysts’ consensus estimates.

Golf entertainment and gear company Topgolf Callaway (NYSE:MODG) reported Q3 CY2025 results topping the market’s revenue expectations, but sales fell by 7.8% year on year to $934 million. The company expects next quarter’s revenue to be around $783 million, close to analysts’ estimates. Its non-GAAP loss of $0.05 per share was 76.9% above analysts’ consensus estimates.

Senior living provider Brookdale Senior Living (NYSE:BKD) fell short of the markets revenue expectations in Q3 CY2025 as sales rose 3.7% year on year to $813.2 million. Its non-GAAP loss of $0.20 per share was 6.8% below analysts’ consensus estimates.

Real estate technology company eXp World (NASDAQ:EXPI) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 6.9% year on year to $1.32 billion. Its non-GAAP profit of $0.07 per share was 13.2% below analysts’ consensus estimates.

Gaming products and services provider Light & Wonder (NASDAQ:LNW) fell short of the markets revenue expectations in Q3 CY2025 as sales rose 2.9% year on year to $841 million. Its non-GAAP profit of $1.34 per share was in line with analysts’ consensus estimates.

Business travel management company Global Business Travel Group (NYSE:GBTG) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 12.9% year on year to $674 million. Its GAAP loss of $0.13 per share was significantly below analysts’ consensus estimates.

Online grocery delivery platform Instacart (NASDAQ:CART) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 10.2% year on year to $939 million. Its GAAP profit of $0.51 per share was 2.8% above analysts’ consensus estimates.

Education company Lincoln Educational (NASDAQ:LINC) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 23.6% year on year to $141.4 million. The company’s full-year revenue guidance of $507.5 million at the midpoint came in 2.8% above analysts’ estimates. Its GAAP profit of $0.12 per share was significantly above analysts’ consensus estimates.

Pharmaceutical company Organon (NYSE:OGN) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 1.3% year on year to $1.60 billion. On the other hand, the company’s full-year revenue guidance of $6.23 billion at the midpoint came in 1% below analysts’ estimates. Its non-GAAP profit of $1.01 per share was 8.5% above analysts’ consensus estimates.

Healthcare company Surgery Partners (NASDAQ:SGRY) met Wall Streets revenue expectations in Q3 CY2025, with sales up 6.6% year on year to $821.5 million. On the other hand, the company’s full-year revenue guidance of $3.29 billion at the midpoint came in 2% below analysts’ estimates. Its non-GAAP profit of $0.13 per share was 19% below analysts’ consensus estimates.

Meat company Tyson Foods (NYSE:TSN) fell short of the markets revenue expectations in Q3 CY2025 as sales rose 2.2% year on year to $13.86 billion. Its non-GAAP profit of $1.15 per share was 37.8% above analysts’ consensus estimates.

Pet products provider Bark (NYSE:BARK) reported Q3 CY2025 results exceeding the market’s revenue expectations, but sales fell by 15.2% year on year to $107 million. On the other hand, next quarter’s revenue guidance of $102.5 million was less impressive, coming in 4% below analysts’ estimates. Its non-GAAP loss of $0.03 per share was $0.02 below analysts’ consensus estimates.

Steel and waste handling company Enviri (NYSE:NVRI) met Wall Streets revenue expectations in Q3 CY2025, but sales were flat year on year at $574.8 million. Its non-GAAP loss of $0.08 per share was significantly below analysts’ consensus estimates.

Work management platform monday.com (NASDAQ:MNDY) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 26.2% year on year to $316.9 million. On the other hand, next quarter’s revenue guidance of $329 million was less impressive, coming in 1.4% below analysts’ estimates. Its non-GAAP profit of $1.16 per share was 32.5% above analysts’ consensus estimates.

Electric vehicle charging company EVgo (NASDAQ:EVGO) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 36.7% year on year to $92.3 million. The company’s full-year revenue guidance of $377.5 million at the midpoint came in 2.9% above analysts’ estimates. Its GAAP loss of $0.09 per share was 19.2% above analysts’ consensus estimates.

Environmental waste treatment and services provider Perma-Fix (NASDAQ:PESI) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 3.8% year on year to $17.45 million. Its GAAP loss of $0.10 per share was 16.7% above analysts’ consensus estimates.

Private label food company TreeHouse Foods (NYSE:THS) fell short of the markets revenue expectations in Q3 CY2025, with sales flat year on year at $840.3 million. Its non-GAAP profit of $0.43 per share was 23.9% below analysts’ consensus estimates.

Fresh produce company Dole (NYSE:DOLE) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 10.5% year on year to $2.28 billion. Its non-GAAP profit of $0.16 per share was in line with analysts’ consensus estimates.

Video sharing platform Rumble (NASDAQGM:RUM) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 1.2% year on year to $24.76 million. Its GAAP loss of $0.06 per share was in line with analysts’ consensus estimates.

Lattice Semiconductor’s third quarter results were met with a negative market reaction, despite the company meeting Wall Street’s expectations for both revenue and non-GAAP profit. Management attributed the quarter’s performance to accelerating demand in communications and computing, especially from data center and AI infrastructure customers. CEO Ford Tamer highlighted expanding design wins in low-power field-programmable gate arrays (FPGAs) for data center, security, and board management applications, while noting that normalization of channel inventory in industrial and automotive markets remained a drag. Tamer acknowledged, “The momentum highlights our differentiated value proposition... and sets the foundation for rapid growth.”

Qorvo’s third quarter results drew a muted market reaction, with investors digesting management’s focus on business restructuring and a pivot away from lower-margin Android products. Management attributed stable operating results to ongoing cost reductions, a strategic shift toward higher-value segments, and improvements in manufacturing efficiency. CEO Robert Bruggeworth stated, “We are restructuring to increase our focus on our top opportunities and improve profitability,” referencing efforts to streamline product lines and exit underperforming markets. Key drivers included content growth at the company’s largest customer and margin expansion from operational changes.

Douglas Dynamics’ third quarter saw sales climb on the back of robust demand in its Work Truck Solutions segment, though revenues modestly lagged Wall Street’s expectations. Management credited the over 30% growth in Solutions to continued municipal and commercial demand, improved operational throughput, and efficient inventory management. CEO Mark Van Genderen highlighted that dealer inventories are now back below five-year averages and noted, “With access to Douglas Dynamics’ operational capabilities and continuous improvement processes, we believe there’s a strong opportunity to build on Venco Venturo’s success, driving profitable growth.” The Attachments segment performed in line with expectations, with preseason shipments and cost control measures helping offset ongoing market uncertainties.

Transcat’s third quarter results reflected strong execution in its distribution and rental businesses, with revenue growth outpacing Wall Street expectations. Management attributed the growth to robust demand in the higher-margin rental segment, as well as the positive impact from recent acquisitions, including Essco Calibration and Martin Calibration. CEO Lee Rudow emphasized that “consolidated revenue increased 21%” and highlighted effective integration of acquired companies as a key factor. Despite these gains, the company’s non-GAAP profit per share fell short of analyst estimates due in part to higher costs, including those tied to its CEO succession plan.

Magnachip’s third quarter was marked by a sharp decline in revenue and a negative market reaction, as persistent pricing pressure on legacy products—especially in China—drove down sales and margins. Management, led by interim CEO Camillo Martino, acknowledged operational challenges and described the quarter as a reflection of the company’s ongoing transition to a pure-play power products business. Martino was blunt in his assessment, stating, “we have failed to execute on our promises,” while emphasizing immediate efforts to reposition the product portfolio, reduce costs, and increase transparency. The communications segment provided a rare bright spot, with significant sequential and annual growth.

Medifast’s third quarter results met Wall Street’s revenue expectations, but the market responded negatively as sales continued to decline sharply year-over-year. Management attributed these results to ongoing headwinds in the weight loss industry—most notably, increased competition from GLP-1 medications and declines in the number of active earning coaches. CEO Dan Chard highlighted that the company’s evolving science-backed approach to metabolic health aims to differentiate Medifast in a changing landscape. Chard pointed to coach-led support and recent clinical studies as key elements, while also acknowledging the need for further progress in reversing declining sales.

L.B. Foster’s third quarter results were met with a negative market reaction as the company’s revenue and profit both came in below Wall Street’s expectations. Management attributed the flat sales largely to timing-related deferrals in its Rail segment, with CEO John Kasel pointing to “continued planned downsizing of our U.K. business and timing of rail distribution sales.” While Infrastructure sales grew, Rail revenues declined, and higher production costs weighed on profitability. The company did highlight strong operating cash flow and an 18% increase in backlog, but overall, management acknowledged that some anticipated revenue was pushed into future periods.

PlayStudios’ third quarter was marked by continued revenue and user declines, a trend that management attributed to persistent category headwinds and the impact of recent cost-reduction efforts. CEO Andrew Pascal described the operating environment as “extremely challenging,” citing a shift in focus from content development to efficiency, which contributed to a further softening in the portfolio. Notably, Pascal acknowledged, “Our valuation today sits only slightly above our cash position, and we know some investors are questioning our direction,” signaling a cautious and self-critical tone throughout the call.

The Ensign Group’s third quarter results reflected strong operational execution, with revenue growth fueled by higher patient volumes and improved clinical outcomes. Management credited gains in occupancy and skilled patient mix as crucial drivers, highlighting the impact of their decentralized, locally led model. CEO Barry Port emphasized, “Our clinical performance continues to be the key differentiator for us,” noting that same-store facilities outperformed peers in government surveys and achieved record occupancy. The company also benefited from successful integration of new acquisitions, particularly in California and Utah, which contributed to expanding its footprint and service capabilities.

Boise Cascade’s third quarter results saw a positive market reaction despite lower earnings, as the company’s revenue surpassed Wall Street expectations. Management attributed this performance to steady demand in its general line product categories and expanded next-day delivery services, which helped counter subdued activity in the broader housing market. CEO Nate Jorgensen highlighted that customer reliance on Boise Cascade’s distribution network mitigated some of the volume and pricing challenges faced in its wood products segment. The company’s ongoing investments in capacity and strategic partnerships also played a role in maintaining stable business operations during a period of industry softness.

Tennant Company's third quarter results were met with disappointment by the market, as revenue and non-GAAP profit both fell short of Wall Street expectations. Management cited the challenging comparison to the prior year’s backlog reduction and highlighted a sudden softening in North American industrial demand, where customers paused equipment purchases in response to tariff volatility. CEO Dave Huml explained, “We are clearly operating in a more complex trade environment with the continuing tariff volatility creating cost challenges and heightened uncertainty.” Despite these headwinds, the company saw order growth and noted that pricing actions and supply chain adjustments helped to partially offset increased costs.

ZoomInfo’s third quarter results saw the company outperform Wall Street’s revenue and profit expectations, with management attributing success to its ongoing transition toward larger enterprise customers and the rapid scaling of new AI-powered products. CEO Henry Schuck emphasized that the company’s proprietary data assets and expanded product suite, such as Copilot and GTM Workspace, have driven stronger customer engagement and improved net revenue retention. Management highlighted sustained margin improvement and stronger upmarket traction as key operational achievements.

Helios Technologies’ third quarter saw a positive year-over-year sales increase, yet the market reacted negatively, reflecting investor concerns about future momentum and margin sustainability. Management pointed to strong performance in its Electronics segment, particularly Enovation Controls, and improving demand across its core regions. CEO Sean Bagan described the quarter as a “turning point,” attributing the result to renewed go-to-market strategies and higher customer engagement. However, he also acknowledged the impact of a goodwill write-down related to the i3PD acquisition and ongoing portfolio adjustments as the company adapts to end-market softness.

RingCentral’s third quarter results met Wall Street’s revenue expectations but prompted a negative market reaction due to concerns about forward momentum. Management attributed the quarter’s performance to continued growth in its core voice communications platform, increased adoption of AI-driven solutions, and operational discipline. CEO Vlad Shmunis highlighted that “pure AI annual recurring revenue is growing in strong double-digit rate sequentially,” while also noting robust voice usage across healthcare, financial services, retail, and professional services. The company’s efforts to expand margins and reduce stock-based compensation were also emphasized as key contributors.

Inspire Medical Systems’ third quarter results were well received by the market, supported by robust adoption of the Inspire V system and operational discipline. Management highlighted that growth was primarily driven by increased patient volume, positive clinical feedback, and continued expansion of the U.S. and international customer base. CEO Tim Herbert emphasized, “We are excited and energized by the strong performance of the Inspire V system and the clinical feedback on the simplified procedure and comfort settings has been tremendously positive.” The company also benefited from higher gross margins due to favorable product mix, despite increased marketing expenses.

Ameresco’s third quarter results were met with a negative market reaction despite surpassing revenue expectations. Management attributed the performance to robust execution across its energy infrastructure and asset business lines, highlighting new opportunities stemming from surging electricity demand, particularly from data centers and industrial clients. CEO George Sakellaris emphasized Ameresco’s ability to tailor solutions for diverse customer segments, while President Nicole Bulgarino noted strong project backlog growth and recent wins with large-scale power and battery storage solutions. The company also pointed to its expanding international presence as a contributor to the quarter’s results.

Farmer Mac’s third quarter saw a positive market reaction despite missing Wall Street’s revenue expectations, as strong non-GAAP earnings and notable portfolio growth stood out. Management attributed the quarter’s performance to continued expansion in infrastructure finance and renewable energy, as well as disciplined asset liability management. CEO Bradford Nordholm emphasized that the diversification into newer lines of business, such as broadband and renewable projects, offset pressures from seasonal factors in traditional agricultural lending. He noted, “Our strategy-driven decision to diversify our loan portfolio into newer lines of business ... has been a key priority, and that diversification is benefiting us through changing market cycles.”

Pediatrix Medical Group’s third quarter was marked by operational improvements and strong pricing, resulting in a positive market reaction. Management cited robust revenue cycle management, favorable payer mix, and increased patient acuity as key drivers behind the results. CEO Mark Ordan highlighted the company’s clinical leadership and deep research activity, stating, “We have massive clinical scale,” and emphasized the unique breadth of Pediatrix’s neonatology and maternal-fetal medicine network. Additionally, portfolio restructuring and expense control played significant roles in boosting margins and cash flow.

Sanmina’s third-quarter results saw a strong positive market reaction, reflecting broad-based revenue growth and upside on non-GAAP earnings per share versus Wall Street expectations. Management attributed the quarter’s outperformance to heightened demand in the communication networks and cloud and AI infrastructure segments, as well as benefits from favorable product mix and operational efficiencies. CEO Jure Sola pointed to consistent execution across the business and highlighted that ongoing investments in technology and capacity have positioned Sanmina for continued growth.

Affiliated Managers Group delivered mixed results in Q3, with the market responding positively to strong momentum in alternative asset strategies despite revenue falling below Wall Street expectations. Management attributed the quarter’s performance to record net inflows in alternative products, robust growth at affiliates Pantheon and AQR, and continued expansion of the firm's alternative assets under management. CEO Jay Horgen emphasized, “Our third quarter results reflect the building momentum in our business with a 17% year-over-year increase in EBITDA and a 27% growth rate in economic earnings per share.”

onsemi’s third quarter results reflected stabilization in its core Automotive and Industrial markets, as well as continued expansion in AI-related products. Management attributed sequential growth in these segments to new design wins and customer diversification, with CEO Hassane El-Khoury highlighting progress in high-efficiency power delivery and intelligent sensing. The company also made strategic portfolio enhancements through acquisitions and technology launches. El-Khoury noted, “We are seeing stabilization in Automotive and Industrial while continuing to grow in AI.”

Despite Palantir Technologies surpassing Wall Street’s expectations for revenue, non-GAAP profit, and operating income in Q3, the market responded negatively, with shares declining notably post-earnings. Management attributed the quarter’s strong results to rapid expansion in the U.S. commercial segment, especially as more enterprise clients accelerated adoption of the AIP (Artificial Intelligence Platform). CEO Alex Karp and Chief Revenue Officer Ryan Taylor noted a significant increase in large, organization-wide deals, highlighting the urgency among customers to transform operationally with AI. Taylor emphasized that “customers are converting to larger enterprise agreements in short time frames,” reflecting a shift toward broader AI deployments across entire businesses.

Myriad Genetics’ third quarter saw revenue and adjusted profit in line with Wall Street expectations, but the market reacted negatively due to ongoing challenges in average revenue per test and operational headwinds. Management cited continued strong volume growth in the oncology segment, particularly for its MyRisk hereditary cancer test, as a positive. CEO Samraat Raha noted, “MyRisk continues to see positive demand in the market and supports our profitable growth journey,” while also acknowledging the impact of payer mix and policy changes. The company faced pressure from reduced coverage for its GeneSight mental health test and a divested European business, but highlighted improved execution and stabilization in core test volumes.

Kontoor Brands’ third quarter saw revenue growth in line with Wall Street expectations, but the market responded negatively, reflecting investor concerns about profitability and cost headwinds. Management attributed the quarter’s results to strong contributions from Helly Hansen, ongoing market share gains for Wrangler, and proactive steps to address challenges in the Lee segment, particularly in China. CEO Scott Baxter noted, “Our third quarter results highlight the power of our expanded brand portfolio,” while acknowledging that lower operating margins and a shift in shipment timing affected the overall performance.

Vertex Pharmaceuticals’ third quarter was marked by steady double-digit revenue growth, yet the market responded negatively as margin compression and operational investments weighed on sentiment. Management attributed top-line gains primarily to the ongoing expansion of its cystic fibrosis (CF) franchise and early strength from new launches in acute pain and genetic therapies. CEO Reshma Kewalramani pointed to “strong response from patients and physicians” for ALYFTREK and highlighted momentum with CASGEVY and JOURNAVX as key contributors to the quarter’s performance.

Corebridge Financial’s third quarter results reflected robust sales momentum, but also highlighted several cost pressures that weighed on profitability. Management pointed to record-high annuity sales and strong activity in Institutional Markets as key drivers of top-line growth. CEO Kevin Hogan noted, “Sales of our RILA product were nearly $800 million in the third quarter and have topped $1.7 billion year-to-date.” Despite these achievements, higher compensation expenses and one-time charges, including those related to actuarial assumption updates, constrained non-GAAP profits, resulting in earnings below Wall Street’s expectations.

EverQuote’s third quarter delivered results that surpassed Wall Street’s expectations, with management highlighting strong carrier spending and notable progress with its AI-powered Smart Campaigns platform. CEO Jayme Mendal credited the company’s product evolution—particularly the launch of Smart Campaigns 3.0 and increased adoption of multiproduct solutions by local agents—as driving both revenue growth and expanding operating leverage. Mendal emphasized that EverQuote has become the top customer acquisition partner for a major national carrier, underscoring the effectiveness of its technology and marketplace differentiation.

UFP Technologies delivered better-than-expected results for the third quarter, as the company overcame significant labor inefficiencies at its AJR Illinois facility. Management credited strong growth in its MedTech business, particularly in Interventional and Surgical, Orthopedics, and Wound Care segments, for driving results. CEO Jeff Bailly highlighted that these segments each grew over 30%, partially offsetting a 23% decline in Patient Services and Support due to workforce turnover. Despite short-term operational setbacks, the company emphasized progress in hiring and training, as well as the resilience of its core medical markets.

Upwork’s third quarter results were met with a significant positive market reaction, reflecting management’s success in reigniting growth after several challenging quarters. Leadership credited new AI-powered platform features and increased adoption of Upwork Business Plus by small and midsize businesses as key contributors. CEO Hayden Brown described the period as a turning point, noting that “the payoffs of our strategy are now visible.” The company also saw strong traction from AI-related projects and a return to growth in gross services volume, which had previously been pressured by macroeconomic headwinds.

ThredUp’s third quarter results were met with a significant negative market reaction despite surpassing Wall Street’s revenue and profit expectations. Management attributed the quarter’s growth to strong new customer acquisition and the successful roll-out of AI-powered features that improved user engagement and conversion rates. CEO James Reinhart highlighted the impact of recent product launches, including the Daily Edit and Trend Report, which leverage in-house AI models to personalize shopping experiences, as key drivers behind a surge in active and new buyers. The team also pointed to a robust performance from the Premium Kit supply channel, helping to boost average selling prices and margins.

Paymentus delivered a quarter of robust growth, as the market responded positively to its strong execution and outperformance against Wall Street’s expectations. Management attributed the momentum to a surge in onboarding new enterprise and mid-market clients, coupled with higher transaction values across a broadening array of industry verticals. CEO Dushyant Sharma emphasized the significance of recent onboarding activities and a solid bookings backlog, stating, “We ended the quarter with substantial bookings and a strong backlog, giving us visibility and further confidence not only for the balance of 2025, but also for 2026.”