QuinStreet’s second quarter results were marked by strong revenue growth, but the market responded negatively due to concerns about future momentum. Management attributed the quarter’s performance to broad-based increases in client spending, especially in auto insurance and home services. CEO Doug Valenti pointed to auto insurance revenue rising 62% year over year, supported by both existing and new carrier clients. He acknowledged that while demand was robust, some carriers remained cautious due to “tariff uncertainties,” which moderated spending in the latter half of the quarter.
Digital infrastructure provider Applied Digital (NASDAQ:APLD) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 13% year on year to $38.01 million. Its non-GAAP loss of $0.03 per share was 85.9% above analysts’ consensus estimates.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Oshkosh (NYSE:OSK) and the rest of the heavy transportation equipment stocks fared in Q2.
Applied Digital’s second quarter results were met with a positive market response, as management highlighted new long-term lease agreements and a refined operational focus. CEO Wes Cummins pointed to the transformative 15-year leases with CoreWeave for the Polaris Forge 1 campus as a pivotal driver, positioning the company as a leader in AI and high-performance computing infrastructure. The company also emphasized progress in optimizing data center build processes, reducing build times, and consolidating suppliers to streamline delivery. These strategic developments, rather than headline financial metrics, shaped investor sentiment this quarter.
Engine manufacturer Cummins (NYSE:CMI) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 1.7% year on year to $8.64 billion. Its non-GAAP profit of $6.43 per share was 23.5% above analysts’ consensus estimates.
Cummins delivered results in Q2 that led to a notably positive reaction from the market, driven by strong execution in its Power Systems and Distribution segments, which offset ongoing weakness in North America’s truck market. Management credited record profitability in these two segments to robust demand for power generation equipment, particularly for data centers, and operational efficiencies. CEO Jennifer Rumsey explained, “Record performance from these segments, along with strong operational execution across our entire company, led to EBITDA increasing 310 basis points year-over-year despite North America heavy- and medium-duty truck volumes declining 30% from a year ago.”
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Wondering what's happening in today's session regarding gap up and gap down stocks? Explore the S&P500 index on Tuesday to uncover the stocks that are gapping in the S&P500 index.
Cummins Inc. (CMI) stock rises on Q2 2025 earnings beat, with strong performance in Power Systems and Distribution offsetting declines in other segments.
Stocks slipped Tuesday as fresh economic data reignited stagflation fears on Wall Street, overshadowing a blowout quarter from Palantir Technologies Inc.
Engine manufacturer Cummins (NYSE:CMI) announced better-than-expected revenue in Q2 CY2025, but sales fell by 1.7% year on year to $8.64 billion. Its GAAP profit of $6.43 per share was 24.7% above analysts’ consensus estimates.
Applied Digital (NASDAQ: APLD) has undergone a remarkable transformation, evolving from a niche cryptocurrency mining infrastructure provider into a pivotal player in the burgeoning high-performance computing (HPC) and artificial intelligence (AI) data center market. This digital infrastructure company designs, develops, and operates next-generation data centers, meticulously engineered to meet the
Applied Digital’s Q4 revenue jumped 41% year-on-year to $38 million, beating the analysts’ consensus estimate of $37.12 million, as per Fiscal AI data.
When Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Digital infrastructure provider Applied Digital (NASDAQ:APLD) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 13% year on year to $38.01 million. Its non-GAAP loss of $0.03 per share was 81.5% above analysts’ consensus estimates.
Analysts have highlighted Jagsonpal, Alkem, Senores Pharma, and Cummins India as strong near-term opportunities based on technical setups and volume action
