Communications chips maker Qorvo (NASDAQ: QRVO) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 1.1% year on year to $1.06 billion. On top of that, next quarter’s revenue guidance ($985 billion at the midpoint) was surprisingly good and 99,309% above what analysts were expecting. Its non-GAAP profit of $2.22 per share was 5.1% above analysts’ consensus estimates.
Business development company Capital Southwest (NASDAQ:CSWC) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 16.9% year on year to $56.95 million. Its GAAP profit of $0.44 per share was 22.3% below analysts’ consensus estimates.
Electronics manufacturing services company Sanmina (NASDAQ:SANM) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 3.9% year on year to $2.10 billion. On top of that, next quarter’s revenue guidance ($3.05 billion at the midpoint) was surprisingly good and 43.3% above what analysts were expecting. Its non-GAAP profit of $1.67 per share was 6.7% above analysts’ consensus estimates.
Chevron Corp reported a 52% YoY gain in Q3 adjusted free cash flow (FCF), and a 14% adjusted FCF margin. That more than covered its dividend and buybacks.
Cipher Mining stock soars as the company announces a 15-year hosting agreement with AWS. Cantor Fitzgerald says CIFR shares will hit $26 within the next 12 months.
Shares of EV charging infrastructure provider Blink Charging (NASDAQ:BLNK)
fell 7.4% in the afternoon session after investor concerns about the company's financial health appeared to overshadow a new product announcement. The company announced the launch of its Shasta line of Level 2 electric vehicle chargers, which were designed for multifamily and fleet applications. Despite this positive development, reports highlighted the company’s financial struggles. Over the previous twelve months, Blink Charging's revenue had declined by 33.7%, and it recorded a deeply negative operating margin of -82.3%. These figures pointed to significant underlying business challenges, which likely outweighed the optimism from the new product line and contributed to the stock's decline.
Shares of burger restaurant chain Red Robin (NASDAQ:RRGB)
fell 4.5% in the afternoon session after investors grew cautious ahead of the company's upcoming earnings report for the quarter ended September 2025, as profit expectations were recently revised downward. While Wall Street anticipated a year-over-year improvement in earnings, it also foresaw lower revenues. Projections indicated the casual restaurant chain would post a quarterly loss of $0.78 per share. At the same time, expected revenues of $262.59 million represented a 4.4% decline from the year-ago quarter. The negative sentiment was likely driven by the consensus earnings per share estimate for the quarter, which had been lowered by 5.88% over the previous 30 days.
Shares of discount retail company Ollie’s Bargain Outlet (NASDAQ:OLLI)
jumped 3% in the afternoon session after analysts at JPMorgan and KeyBanc raised their price targets for the company's stock. JPMorgan increased its price target on the company's shares to $160 from $159, while KeyBanc lifted its target to $154 from $145. These upward revisions pointed to a more optimistic outlook for the company's future performance among market watchers. Adding to the positive sentiment, financial news personality Jim Cramer also expressed strong support for the stock, stating he was a member of 'Ollie's army' and would not doubt the company.
Shares of real estate investment trust Arbor Realty Trust (NYSE:ABR) fell 3.3% in the afternoon session after an analyst at Keefe, Bruyette & Woods lowered the price target for the stock, adding to investor concerns following the company's recent third-quarter results. The financial services firm reduced its price target on Arbor Realty from $12.00 to $11.00, while maintaining a "Market Perform" rating. This move came after Arbor reported a significant revenue miss for its third quarter. Revenue fell to $112.4 million, well short of the $154.9 million that was expected. The results also showed a decline from the same period in the previous year, with net income and distributable earnings both falling. Adding to the negative picture, the company disclosed an increase in non-performing loans, which grew from nineteen to twenty-five, signaling rising credit issues.
Shares of specialty flooring retailer Floor & Decor (NYSE:FND) fell 3.8% in the afternoon session after analysts lowered their price targets on the stock following its latest earnings report. Wolfe Research cut its price target on Floor & Decor to $58 from $76, while keeping an Underperform rating. Similarly, TD Cowen trimmed its price target to $77 from $80, maintaining a Hold rating. The negative sentiment from analysts came even as the company's third-quarter earnings per share of $0.53 beat expectations. However, investors focused on a 1.2% year-over-year decline in comparable store sales, which fell short of analyst projections and pointed to slowing customer demand.
Shares of child care and education company Bright Horizons (NYSE:BFAM)
fell 5.3% in the afternoon session after analysts at Goldman Sachs and BMO Capital lowered their price targets on the company's shares. The price target cuts occurred even though Bright Horizons reported strong third-quarter results that beat expectations and raised its full-year guidance. Goldman Sachs reduced its price target to $130 from $146, while BMO Capital lowered its target to $124 from $130. Both firms kept their positive ratings on the stock. The company's results were driven by its high-margin back-up care segment, which grew 26% from the previous year. BMO Capital noted its adjustment was to "reflect more current multiples," suggesting that despite the company's solid performance, the firm revised its valuation of the stock downward.
Shares of digital medical services platform Teladoc Health (NYSE:TDOC) fell 6% in the afternoon session after analyst forecasts pointed to a significant slowdown in the company's future growth compared to the broader industry. Analysts watching the company estimated its growth at only 2.2% per year over the next three years. In contrast, the rest of the healthcare technology industry was projected to expand by a much more attractive 12% annually. This large gap in expected performance likely made investors uncomfortable, as it suggested Teladoc could be facing a less prosperous future than its peers.
Shares of financial services company The Bancorp (NASDAQ:TBBK) fell 2.9% in the afternoon session after the stock's negative momentum continued as the company reported third-quarter financial results that missed Wall Street's expectations and lowered its full-year earnings guidance. The financial services firm's non-GAAP profit came in at $1.18 per share, which was below analysts' consensus estimates. Management attributed the softer results to lower projected balances in traditional lending and increased provisions for credit losses, particularly within the leasing portfolio. Compounding the issue, the company also cut its full-year 2025 earnings per share guidance to $5.10. Separately, The Bancorp announced the appointment of a new Chief Financial Officer, but this news was overshadowed by the disappointing financial report and outlook.
Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN)
jumped 4.9% in the afternoon session after the company announced a landmark $38 billion, multi-year cloud services agreement with OpenAI, the creator of ChatGPT. The seven-year strategic partnership provided OpenAI with access to Amazon Web Services (AWS) infrastructure, including hundreds of thousands of Nvidia graphics processing units to run and scale its artificial intelligence workloads. This marked OpenAI's first major cloud collaboration outside of Microsoft and was seen as a significant win for Amazon's cloud division. The news came on the heels of a strong third-quarter financial report, where AWS had already shown impressive growth with sales up 20% year-over-year to $33 billion. The combination of the new, massive contract and recent strong performance fueled investor optimism, adding nearly $140 billion to Amazon's market value.
Shares of solar power systems company SolarEdge (NASDAQ:SEDG)
fell 7% in the afternoon session after investor anxiety grew ahead of its third-quarter earnings report, fueled by negative analyst ratings and concerns over future demand. The company was scheduled to release its results on November 5. Prior to the report, it was noted that tariffs were expected to have weighed on profitability by increasing component and import costs. Adding to the negative sentiment, analysts held a consensus “Sell” rating on the stock. A key concern was the potential for a significant reduction in demand for residential solar systems, which was linked to the expiration of a major tax incentive at the end of 2025. This created uncertainty about the company's future revenue.
Shares of regional banking company First Bancorp (NASDAQ:FBNC) jumped 2.9% in the afternoon session after analyst firm Piper Sandler upgraded the company's stock rating to Overweight from Neutral and increased its price target. The price target was lifted to $58.00 from $51.00. This action followed First Bancorp's stronger-than-expected third-quarter 2025 results. The bank's performance was marked by solid balance sheet growth and a notably higher net interest margin. Piper Sandler's analyst noted these strong trends as a basis for seeing more potential upside for the shares.
Shares of casual restaurant chain Brinker International (NYSE:EAT)
fell 3.8% in the afternoon session after investor sentiment soured amid weak earnings expectations for the company's upcoming quarterly report. Projections for the restaurant operator pointed to an 8.9% decline in earnings per share compared to the same period in the previous year. Adding to the concern, the consensus estimate for these earnings had been revised downward by 2.8% over the preceding 30 days. This change suggested a more pessimistic outlook on the company's near-term financial performance, which weighed on the stock.
Shares of casual restaurant chain Noodles & Company (NASDAQ:NDLS)
jumped 4.3% in the afternoon session after the company announced a holiday marketing campaign aimed at boosting sales by positioning its meals as an alternative to pizza for seasonal gatherings. The campaign was based on a survey the company commissioned, which found that 70% of respondents would prefer noodles over pizza during the holidays, citing "pizza fatigue." To attract customers for office parties and family events, Noodles & Company rolled out several promotions. These included discounts on catering pans and larger catering orders. The company also offered a $10 bonus card for every $50 spent on gift cards. Additionally, a giveaway on Instagram was launched, offering a chance to win one of 100 free catering pans.
Shares of online money transfer platform Remitly (NASDAQ:RELY) jumped 3.1% in the afternoon session after investors looked ahead to its third-quarter 2025 earnings report, scheduled for release on November 5. Expectations pointed to a significant rise in revenues of 22.6% year-over-year to $412.4 million, with earnings projected to reach 2 cents per share. This anticipated growth was fueled by a robust increase in active customers and a broad shift from traditional money transfer services to digital platforms. The company's new U.S. business, which was launched in the second quarter of 2025, was also expected to have been a key growth engine, boosting average transaction sizes and customer value.
Shares of athletic apparel retailer Lululemon (NASDAQ:LULU)
fell 3.3% in the afternoon session after a challenging demand picture and concerns over the company's earnings outlook became more pronounced. The athletic apparel maker's stock had already been in a deep bearish trend, falling more than 50% over the previous year. This decline was driven by quarterly results that revealed slowing growth. The company saw a major slowdown in North America, its largest market. At the same time, higher tariff rates compressed the company's profit margins, and competition rose in the athleisure market. These factors contributed to a difficult picture for the company's shares.
Shares of building products company Boise Cascade Company (NYSE:BCC) fell 5.2% in the afternoon session after investor concern grew ahead of its third-quarter 2025 earnings announcement, amid lowered financial estimates. Over the previous 90 days, analysts had reduced their full-year 2025 revenue estimates from $6.59 billion to $6.39 billion. During the same period, earnings per share estimates for 2025 also fell from $6.11 to $4.11. This outlook followed a period of financial challenges, including a revenue growth decline of about 3.2% as of June 30, 2025. Adding to the concerns, reports noted the company's net margin and return on equity were below industry averages, pointing to potential difficulties with profitability and cost management.
Shares of young adult apparel retailer Tilly’s (NYSE:TLYS)
fell 3.3% in the afternoon session after investor concerns were raised regarding the company's declining sales and profitability.
Shares of medical device company Integra LifeSciences (NASDAQ:IART)
fell 5.7% in the afternoon session after the stock's negative momentum continued as the company reported weak third-quarter results and analysts lowered their price targets on the stock.
Crane Harbor Acquisition Corp (NASDAQ:CHAC) rose Monday after the company announced a merger deal with Xanadu Quantum Technologies to form a dedicated photonic quantum computing firm.
The S&P 500 has gone from strength to strength since the launch of OpenAI’s ChatGPT large language model (LLM), as the global artificial intelligence boom saw some tech stock valuations soar beyond $4 trillion for the first time.
