Recent Articles from StockStory

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. 

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.

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 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.

Enterprise software giant Oracle (NYSE:ORCL) missed Wall Street’s 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.

Creative software giant Adobe (NASDAQ:ADBE) reported Q4 CY2025 results exceeding the market’s revenue expectations, 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.

Shares of footwear and accessories discount retailer Designer Brands (NYSE:DBI) jumped 9.1% in the afternoon session after the company reported third-quarter adjusted earnings that significantly beat analyst expectations. Designer Brands posted adjusted earnings per share of $0.38, which was more than double the Wall Street consensus estimate of about $0.18. This represented a surge of over 40% compared to the same period in the previous year. The strong profit performance came even as the company's net sales decreased by 3.2%. The beat on the bottom line was driven by a 210-basis point improvement in gross margin and disciplined management of inventory and expenses. The results suggested the company's turnaround efforts were taking hold, boosting investor confidence.

Shares of outdoor lifestyle products brand (NYSE:YETI) jumped 3% in the afternoon session after a key retail partner, Academy Sports and Outdoors, reported strong third-quarter earnings, signaling healthy consumer demand in the outdoor and sporting goods sector. Academy Sports and Outdoors, which sells YETI products, announced that its earnings for the third quarter came in ahead of analyst targets. The retailer's revenue grew 3% compared to the same period in the previous year, and its earnings per share also beat expectations. The strong performance from a major retailer in the same space suggested that consumers were still spending on outdoor gear, which investors viewed as a positive sign for YETI's own sales prospects.

Shares of ride sharing and on-demand delivery platform Uber (NYSE:UBER) fell 5.6% in the afternoon session after the company received a price target cut from Morgan Stanley and faced reports it was pulling back on incentives for electric vehicle drivers. Morgan Stanley lowered its price target on Uber's stock to $110 from $115, although it maintained its "Overweight" rating. Adding to the negative sentiment, reports indicated that the company discontinued its monthly EV bonuses for drivers as it scaled back some of its climate efforts. The move also occurred as the company dealt with what was described as mounting regulatory pressure in Europe.

Shares of scientific instrument company Bruker (NASDAQ:BRKR). jumped 3.6% in the afternoon session after the company announced it received approximately $25 million in orders for its high-performance magnetic resonance systems from leading European research institutions. 

Shares of financial advisory firm Lazard (NYSE:LAZ) fell 3% in the afternoon session after the company reported that its preliminary assets under management (AUM) for November fell to approximately $250.8 billion, a 6.3% decrease from the previous month. The drop was caused by net outflows of $18.0 billion. A significant portion of this, $16.8 billion, resulted from the closure of a single U.S. sub-advised client relationship. This event was particularly concerning for investors because the company had previously expected this withdrawal to occur in 2026 or later. The earlier-than-anticipated loss of a major client's assets signaled instability and prompted a negative reaction in the market.

Shares of kitchen product manufacturer Middleby (NYSE:MIDD) jumped 6.4% in the afternoon session after Jefferies upgraded its rating on the stock to "Buy" from "Hold" and increased its price target. The investment firm raised its price target on the food processing equipment maker to $175 from $130, seeing a potential 35.7% upside from the stock's last closing price. According to the brokerage, Middleby's Commercial Foodservice division was expected to show strong growth. This growth was anticipated to come from organic expansion, better margins, and share repurchases. Adding to the positive sentiment, a company director, Robert Nerbonne, recently purchased over $100,000 worth of company shares, a move often seen as a sign of insider confidence in the firm's future.

Shares of life sciences company Avantor (NYSE:AVTR) jumped 4.2% in the afternoon session after a company director, Sanjeev K Mehra, disclosed the purchase of 350,000 shares for a total of $3.8 million. This significant insider buy, executed at prices between $10.98 and $11.21, signaled strong confidence from leadership, especially as the stock traded near its 52-week low. The purchase followed a period of negative sentiment for the company. Avantor had previously released disappointing third-quarter financial results, which included a 4.7% decline in organic revenue and a net loss of $712 million, largely due to a non-cash goodwill impairment charge. These results, which were attributed to competitive pressures, led to analyst downgrades from firms including Raymond James and JPMorgan.

Shares of self defense company AXON (NASDAQ:AXON) jumped 2.7% in the afternoon session after the company secured two multi-million dollar contracts with police departments for its AI-powered technology, including body cameras and drones. 

Shares of auto parts and accessories retailer AutoZone (NYSE:AZO) fell 1.6% in the afternoon session after the stock's negative momentum continued as the company reported first-quarter earnings that missed analyst expectations, alongside weaker-than-expected sales growth. 

Shares of electricity storage and software provider Fluence (NASDAQ:FLNC) fell 2% in the afternoon session after the negative momentum continued as two analyst firms recently downgraded the company's stock. Mizuho lowered its rating on the stock to 'Underperform,' and Johnson Rice cut its rating to 'Hold.' Although Mizuho also raised its price target for the shares, the downgrades from two separate firms signaled a more cautious view of the company's prospects. These revised ratings from financial analysts likely influenced investor sentiment, contributing to the selling pressure on the stock.

Shares of online grocery delivery platform Instacart (NASDAQ:CART) fell 6.6% in the afternoon session after Amazon expanded its same-day grocery delivery service and a critical report surfaced about the company's pricing practices. 

Shares of online money transfer platform Remitly (NASDAQ:RELY) jumped 6% in the afternoon session after the company unveiled a positive medium-term outlook and set financial targets for 2026 and 2028 during its Investor Day event. 

Shares of digital banking company Ally Financial (NYSE:ALLY) jumped 5.5% in the afternoon session after the company announced its board of directors authorized a new share repurchase program of up to $2 billion. 

Shares of safety and specialty services provider APi (NYSE:APG) jumped 3.6% in the afternoon session after the company announced it agreed to acquire CertaSite and provided a positive update for its full-year 2025 financial guidance. 

Shares of luxury fashion conglomerate Tapestry (NYSE:TPR) fell 1.9% in the afternoon session after Guggenheim initiated coverage on the company with a "Neutral" rating. The new coverage was led by analyst Simeon Siegel, who did not assign a price target as part of the initiation. 

Shares of athletic apparel company Under Armour (NYSE:UAA) jumped 2.3% in the afternoon session after investment firm Guggenheim initiated coverage on the sports apparel company with a 'Buy' rating and a $6 price target. The new coverage from Guggenheim analyst Simeon Siegel signaled a positive view of the company's potential market performance. The initiation with a 'Buy' rating often draws investor attention as it suggests confidence in the company's future prospects and strategy.

Shares of semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) jumped 2.2% in the afternoon session after the company's stock hit a new 52-week high, building on momentum from strong recent financial results and a new positive analyst rating. 

Shares of pet products provider Bark (NYSE:BARK) fell 3.4% in the afternoon session after technical indicators pointed toward a bearish trend and an increase in bets against the stock. The company's overall moving average trend leaned bearish. More specifically, a key short-term technical signal remained below a longer-term one, which suggested a strong downward trend. Adding to the pressure, the percentage of shares sold short increased to 28.73%. This activity indicated that a notable number of traders were positioning for the stock's price to fall even further.

Shares of nutrition products company Bellring Brands (NYSE:BRBR) jumped 5.2% in the afternoon session after the stock's momentum improved amid a focus on long-term capital following its recent share buyback program. The stock found support from the company's recent $600 million share repurchase authorization, signaling strong management confidence in its long-term value. In addition, the underlying strength in top-line sales, which continued to outperform estimates, convinced momentum investors that the recent stock sell-off was overdone. Overall, the move suggests the market prioritized BellRing's commitment to returning capital to shareholders and the fundamental demand for its protein products over near-term pressures.

Shares of global media and entertainment company iHeartMedia (NASDAQ:IHRT) jumped 5% in the afternoon session after the stock continued its strong upward momentum from the previous trading session, which saw a significant price surge on high volume. On the prior trading day, iHeartMedia's stock price gained more than 13%, with shares fluctuating significantly throughout the day. This rally was accompanied by an increase in trading volume, which is often seen as a positive technical sign by traders. No specific company announcements or fundamental news appeared to be the direct cause for the initial sharp increase, suggesting the move was driven by market trading dynamics rather than a new development within the company.

Shares of investment management firm T. Rowe Price (NASDAQ:TROW) fell 3.1% in the afternoon session after the company reported preliminary month-end assets under management for November that showed significant net outflows. T. Rowe Price announced that its assets under management (AUM) were $1.79 trillion at the end of November. The main point of concern for investors was the preliminary net outflow of $8.0 billion for the month. This figure indicated that more money was pulled out of the firm's funds than was put in. The total AUM also saw a slight decrease from the previous month, with equity assets declining by 1.2% month-over-month. These outflows can signal reduced investor confidence and negatively impact a company's fee-based revenue.

Shares of financial technology provider Euronet Worldwide (NASDAQ:EEFT) jumped 2.6% in the afternoon session after the company made a push into credit card issuing and flexible payment products with its acquisition of CoreCard. The deal combined Euronet's established payments infrastructure with CoreCard's modern, API-driven processing platform. CoreCard served major clients including Goldman Sachs, American Express, and Apple, notably handling billions of transactions for the highly successful Apple Card program. This move positioned Euronet to capitalize on the growing demand for flexible payments, such as the "buy now, pay later" (BNPL) market. The BNPL sector was estimated to reach a value of US$560 billion by the end of 2025, reflecting a significant shift in consumer credit demand.

Shares of online platform company Coupang (NYSE:CPNG) fell 2.2% in the afternoon session after its CEO, Park Dae-jun, announced his resignation as he took responsibility for a massive data breach. The breach was described as one of the worst in South Korea's history, exposing the personal information of over 33 million customers. In a statement, the departing CEO said he was stepping down after feeling a "heavy sense of responsibility for the incident." Following the news, South Korean police raided the company's Seoul headquarters. The company also faced mounting legal pressure as a U.S. law office prepared a class-action lawsuit. Coupang appointed its General Counsel and Chief Administrative Officer, Harold Rogers, as the interim CEO.

Shares of aerospace and defense company AeroVironment (NASDAQ:AVAV) fell 10.6% in the afternoon session after the company's third-quarter earnings badly missed Wall Street expectations and it lowered its full-year profit forecast. While the company reported strong revenue of $472.5 million, a 151% jump year on year, its profits fell significantly short. AeroVironment posted adjusted earnings of $0.44 per share, missing the analysts' consensus forecast of $0.79. Profitability was a key issue, as the company's operating margin fell to negative 6.4% from 3.7% in the same quarter last year. Adding to investor concerns, management lowered its full-year adjusted earnings guidance to a midpoint of $3.47 per share, a 4.8% decrease. The combination of a substantial earnings miss and a reduced outlook overshadowed the robust sales growth.

Shares of automotive parts company LKQ (NASDAQ:LKQ) jumped 4.8% in the afternoon session after Stephens & Co. initiated coverage on the stock with an Overweight rating and a price target of $39.00. This was the first time the investment firm covered LKQ. An "Overweight" rating generally means the analyst believes the stock will perform better than the overall market. The positive outlook appeared to spark investor interest. This was reflected in the options market, where traders acquired a significantly higher number of call options, which are bets that a stock's price will increase. The volume of these bullish bets jumped by 176% compared to the typical daily average.

Shares of aerospace and defense company Redwire (NYSE:RDW) fell 1.3% in the afternoon session after Cantor Fitzgerald significantly lowered its price target on the company's stock by 55%. The analyst firm reduced its target to $9.00 from a previous $20.00. Despite the substantial cut, Cantor Fitzgerald maintained its "Overweight" rating on the aerospace company's stock. However, the decision to slash the price target so steeply reflected a more cautious stance on Redwire's future performance and financial prospects, which appeared to concern investors.

Shares of asset management firm Artisan Partners (NYSE:APAM) fell 3.9% in the afternoon session after the company disclosed that a large institutional client pulled $2.7 billion from its funds in early December. The asset manager announced the major redemption as part of its preliminary assets under management (AUM) report for November 2025. The report also noted other outflows, including approximately $800 million in fund distributions that were not reinvested in November, with another $400 million expected in December. For an asset management firm like Artisan Partners, AUM is a critical measure of health, as its fees are based on the total assets it manages. Significant redemptions and outflows can signal challenges in keeping clients and may lead to a drop in future revenue.

Shares of lifting and material handling equipment company Terex (NYSE:TEX) jumped 2.6% in the afternoon session after Morgan Stanley upgraded the company's stock to "Overweight" from "Equal-Weight" and raised its price target. 

Shares of medical technology company Inspire Medical Systems (NYSE:INSP) jumped 2.3% in the afternoon session after the stock continued its positive momentum amid improved ratings from Wall Street analysts, as an increase in Medicare reimbursement rate boosted the growth outlook for the company's procedures. 

Shares of global advertising giant Omnicom Group (NYSE:OMC) jumped 4.5% in the afternoon session after the company announced a 14% increase in its quarterly dividend and Citi reaffirmed its "Buy" rating on the stock. 

Water and fire protection solutions company Core & Main (NYSE:CNM) met Wall Streets revenue expectations in Q3 CY2025, with sales up 1.2% year on year to $2.06 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $7.65 billion at the midpoint. Its non-GAAP profit of $0.72 per share was 1.8% above analysts’ consensus estimates.

Fashion conglomerate G-III (NASDAQ:GIII) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 9% year on year to $988.6 million. The company’s full-year revenue guidance of $2.98 billion at the midpoint came in 1.3% below analysts’ estimates. Its non-GAAP profit of $1.90 per share was 17.9% above analysts’ consensus estimates.

Homebuilding company Toll Brothers (NYSE:TOL) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 2.7% year on year to $3.42 billion. Its non-GAAP profit of $4.58 per share was 6.1% below analysts’ consensus estimates.

Arcade company Dave & Buster’s (NASDAQ:PLAY) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 1.1% year on year to $448.2 million. Its non-GAAP loss of $1.14 per share was 9.3% below analysts’ consensus estimates.

Restaurant company Cracker Barrel (NASDAQ:CBRL) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 5.7% year on year to $797.2 million. On the other hand, the company’s full-year revenue guidance of $3.25 billion at the midpoint came in 3.7% below analysts’ estimates. Its non-GAAP loss of $0.74 per share was 1.8% below analysts’ consensus estimates.

Check out the companies making headlines yesterday:

E-commerce pet food and supplies retailer Chewy (NYSE:CHWY) reported Q3 CY2025 results topping the market’s revenue expectations, 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.

Speciality vehicle provider REV (NYSE:REVG) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 11.1% year on year to $664.4 million. Its non-GAAP profit of $0.83 per share was 6.4% above analysts’ consensus estimates.

Semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) beat Wall Street’s revenue expectations 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.

nCino’s third quarter was marked by revenue and non-GAAP profitability that exceeded analysts’ expectations, yet the market responded negatively, reflecting concerns highlighted by management about near-term headwinds and competitive pressures. CEO Sean Desmond pointed to strong momentum in AI adoption and platform expansion across customer segments, but also noted that discretionary spending by financial institutions remains constrained, driving a shift toward more targeted, efficiency-focused technology investments. Desmond emphasized, “Banks remain very aggressive on their tech investment with AI driving the narrative,” while acknowledging that shifts in customer purchasing patterns require continued operational discipline.

UiPath’s third quarter performance was marked by stronger-than-expected revenue and profitability, with the market responding favorably to both top-line growth and improved margins. Management attributed these results to increased adoption of its automation platform, particularly the integration of deterministic automation with its AgenTiKi AI capabilities. CEO Daniel Dines highlighted the value customers are seeing from agentic automation, noting, “Our automation strategy, combining the reliability of deterministic automation with the intelligence and adaptability of AgenTiKi, continues to align with what customers want most: trusted enterprise-grade automation that delivers tangible ROI fast.”

Dollar Tree’s third-quarter results modestly exceeded Wall Street’s expectations, with management crediting its multi-price strategy, an expanded discretionary assortment, and operational efficiency as key drivers. CEO Michael Creedon highlighted that the company’s Halloween performance was especially strong, powered by an improved multi-price offering and careful inventory planning. The company also reported a broader customer base, with higher-income households increasingly shopping at Dollar Tree, but noted that traffic was slightly negative as ticket growth offset fewer trips. Management attributed the traffic trend to temporary disruptions from re-stickering initiatives and broader retail patterns, while emphasizing ongoing loyalty among core customers.

Customer engagement platform Braze (NASDAQ:BRZE) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 25.5% year on year to $190.8 million. Guidance for next quarter’s revenue was optimistic at $198 million at the midpoint, 2.7% above analysts’ estimates. Its non-GAAP profit of $0.06 per share was in line with analysts’ consensus estimates.

Macy’s third quarter results met Wall Street’s revenue expectations and outperformed on adjusted profit, reflecting the early momentum of the company’s Bold New Chapter strategy. Management credited better-than-expected same-store sales growth to improvements in curated assortments, store upgrades, and a more seamless omnichannel experience. CEO Tony Spring specifically highlighted strong customer response to the refreshed Reimagine 125 store locations and the continued growth of the luxury-focused Bloomingdale’s and Bluemercury banners.

Sporting goods retailer Academy Sports & Outdoor (NASDAQ:ASO) fell short of the markets revenue expectations in Q3 CY2025 as sales rose 3% year on year to $1.38 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $6.11 billion at the midpoint. Its non-GAAP profit of $1.14 per share was 7.5% above analysts’ consensus estimates.

C3.ai’s third quarter was marked by a continued year-over-year revenue decline and a negative market reaction, despite meeting Wall Street’s top-line expectations. Management attributed the underperformance to a sharp drop in sales execution earlier in the year, compounded by the impact of a lengthy government shutdown on its federal business. CEO Stephen Ehigian described the sales issues as “totally unacceptable,” emphasizing that demand for enterprise AI remains strong and that the company is now focused on delivering measurable value to customers through disciplined execution and operational rigor.

Torrid’s third quarter was marked by a notable revenue shortfall and a negative market reaction, with management attributing underperformance primarily to merchandising missteps in its tops category. CEO Lisa Harper acknowledged these errors, stating that "this was a merchandising miss that was, obviously, very disappointing and frustrating for the organization for the quarter." Additional headwinds included a pause in the shoe business due to tariffs and higher promotional activity, which pressured margins. Management also cited reduced purchase frequency from the most loyal customers in the tops department, intensifying the impact of these merchandising challenges.

Methode Electronics' third quarter was marked by continued operational challenges, with revenue declining notably year over year. Management attributed the sales contraction to ongoing headwinds in automotive and delayed program launches, particularly in the electric vehicle segment. CEO Jonathan DeGaynor highlighted that, “our EV exposure is not just in North America, it's in Europe and Asia,” and stressed the company has already absorbed much of the impact from canceled and delayed launches. The company’s efforts to improve plant performance, especially in Egypt and Mexico, helped deliver sequential improvements, but overall margin pressures persisted.

Guidewire Software’s third quarter was marked by strong momentum in its core cloud business, with management crediting accelerating adoption from both new and existing property and casualty insurance customers as a key driver. CEO Mike Rosenbaum noted that the company’s cloud platform maturity allowed for broader and deeper customer engagement, particularly as insurers sought greater operational agility. The integration of newly launched applications and the continued buildout of the partner ecosystem were highlighted as helping to meet evolving customer needs. Rosenbaum emphasized, “We continue to see accelerating adoption for Guidewire Cloud Platform and have plenty of runway to continue growing our core business.”

Sprinklr delivered Q3 results that exceeded Wall Street’s revenue and profit expectations, reflecting ongoing operational improvements and the early impact of its transformation initiatives. Management credited the company’s performance to strengthened customer relationships, especially through Project Bearhug, and highlighted progress in stabilizing renewal rates and improving execution in large enterprise accounts. CEO Rory Read pointed to “early momentum” from these efforts, noting that Sprinklr is “in a stronger position today than at the start of the year,” while cautioning that real transformation remains a work in progress.

Tilly’s third quarter results were met with a positive market reaction, reflecting management’s focus on merchandise assortment, inventory discipline, and operational efficiency. CEO Nate Smith credited the return to positive comparable sales to a balanced mix of trend-relevant third-party brands and growing proprietary label penetration. The company also highlighted improvements in product margins, which CFO Michael Henry attributed to higher initial markups and reduced markdowns. Notably, store payroll efficiencies and lower fulfillment expenses supported margin gains, while e-commerce performance was shaped by a deliberate reduction in clearance sales, signaling a healthier full-price sales mix.

Snowflake’s third quarter results outpaced Wall Street’s revenue and profit expectations, but the market responded negatively, reflecting concerns about the sustainability of recent growth trends. Management attributed the quarter’s performance to strong enterprise adoption of AI-driven offerings, particularly the rapid uptake of Snowflake Intelligence, and highlighted robust new customer additions. CEO Sridhar Ramaswamy emphasized that AI accounted for a significant portion of bookings, with 28% of all use cases deployed in the quarter incorporating AI. He also acknowledged that a hyperscaler outage affected revenue slightly, but maintained that the company’s core business remained resilient and operationally disciplined.

Recreational products manufacturer American Outdoor Brands (NASDAQ:AOUT) reported Q3 CY2025 results topping the market’s revenue expectations, but sales fell by 5% year on year to $57.2 million. Its non-GAAP profit of $0.29 per share was 48.7% above analysts’ consensus estimates.

PVH’s third quarter results were met with a notably negative market reaction, despite the company reporting revenue and non-GAAP earnings above Wall Street expectations. Management attributed the quarter’s performance to ongoing execution of its strategy to elevate Calvin Klein and Tommy Hilfiger, with strong digital sales in the Americas and a sequential improvement in Asia Pacific. However, CEO Stefan Larsson acknowledged operational challenges, including higher tariffs and delays in Calvin Klein’s global product transition, as key headwinds. Persistent softness in Europe and lower-than-anticipated gross margin due to tariffs and product mix also contributed to investor caution.

Aerospace and defense company AeroVironment (NASDAQ:AVAV) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 151% year on year to $472.5 million. On the other hand, the company’s full-year revenue guidance of $1.98 billion at the midpoint came in 1.1% below analysts’ estimates. Its non-GAAP profit of $0.44 per share was 44.2% below analysts’ consensus estimates.

Packaged food company Campbell's (NASDAQ:CPB) reported Q3 CY2025 results exceeding the market’s revenue expectations, but sales fell by 3.4% year on year to $2.68 billion. Its non-GAAP profit of $0.77 per share was 5% above analysts’ consensus estimates.

Discount retail company Ollie’s Bargain Outlet (NASDAQ:OLLI) met Wall Streets revenue expectations in Q3 CY2025, with sales up 18.6% year on year to $613.6 million. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $2.65 billion at the midpoint. Its non-GAAP profit of $0.75 per share was 2.4% above analysts’ consensus estimates.