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Insider Monkey Blog

Carvana Co. (NYSE:CVNA) Q3 2025 Earnings Call Transcript

Operator: Good day, and welcome to Carvana's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.

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October 31 - News, Transcripts

Equinix, Inc. (NASDAQ:EQIX) Q3 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Equinix Third Quarter Earnings Conference Call. [Operator Instructions] Also, today's conference is being recorded.

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October 31 - News, Transcripts

Redwood Trust, Inc. (NYSE:RWT) Q3 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Redwood Trust Third Quarter 2025 Financial Results Conference Call. Today's conference is being recorded.

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October 31 - News, Transcripts

NewtekOne, Inc. (NASDAQ:NEWT) Q3 2025 Earnings Call Transcript

Barry R. Sloane: Thank you, operator, and welcome participants to our Q3 2025 financial results conference call.

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October 31 - News, Transcripts

Pitney Bowes Inc. (NYSE:PBI) Q3 2025 Earnings Call Transcript

Pitney Bowes Inc. (NYSE:PBI) Q3 2025 Earnings Call Transcript October 29, 2025Pitney Bowes Inc. misses on earnings expectations.

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October 31 - News, Transcripts

Rogers Corporation (NYSE:ROG) Q3 2025 Earnings Call Transcript

Operator: Good afternoon. My name is Alicia, and I'll be your conference operator today.

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October 31 - News, Transcripts

Udemy, Inc. (NASDAQ:UDMY) Q3 2025 Earnings Call Transcript

Operator: Good day, and welcome to Udemy's Third Quarter 2025 Earnings Call. [Operator Instructions] Please note, this event is being recorded.

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October 31 - News, Transcripts

Rush Street Interactive, Inc. (NYSE:RSI) Q3 2025 Earnings Call Transcript

Operator: Good day, ladies, and gentlemen. Thank you for standing by. Welcome to the Rush Street Interactive Third Quarter 2025 Earnings Conference Call.

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October 31 - News, Transcripts

MediaAlpha, Inc. (NYSE:MAX) Q3 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the MediaAlpha Inc. Third Quarter 2025 Earnings Call. I am France, and I'll be the operator assisting you today.

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October 31 - News, Transcripts

NETGEAR, Inc. (NASDAQ:NTGR) Q3 2025 Earnings Call Transcript

Erik Bylin: Thank you, operator. Good afternoon, and welcome to NETGEAR's Third Quarter of 2025 Financial Results Conference Call. Joining us for the company are Mr.

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October 31 - News, Transcripts

Emergent BioSolutions Inc. (NYSE:EBS) Q3 2025 Earnings Call Transcript

Emergent BioSolutions Inc. (NYSE:EBS) Q3 2025 Earnings Call Transcript October 29, 2025Emergent BioSolutions Inc. beats earnings expectations.

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October 31 - News, Transcripts

Allison Transmission Holdings, Inc. (NYSE:ALSN) Q3 2025 Earnings Call Transcript

Allison Transmission Holdings, Inc. (NYSE:ALSN) Q3 2025 Earnings Call Transcript October 29, 2025Allison Transmission Holdings, Inc. misses on earnings expectations.

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October 31 - News, Transcripts

Glaukos Corporation (NYSE:GKOS) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today.

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October 31 - News, Transcripts

GBank Financial Holdings Inc. (NASDAQ:GBFH) Q3 2025 Earnings Call Transcript

Shauna Ferguson: Good morning, everyone, and welcome to the GBank Financial Holdings, Inc. Third Quarter 2025 Earnings Conference Call.

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October 31 - News, Transcripts

Range Resources Corporation (NYSE:RRC) Q3 2025 Earnings Call Transcript

Operator: Good day. Welcome to the Range Resources Third Quarter 2025 Earnings Conference Call.

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October 31 - News, Transcripts

Salesforce (CRM) Fell Due to Heightened Investor Concerns

Diamond Hill Capital, an investment management company, released its “Select Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

SBA Communications (SBAC) Slid on Slower 5G Deployment

Diamond Hill Capital, an investment management company, released its “Select Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Here’s What Pulled Down Antero Resources (AR) in Q3

Diamond Hill Capital, an investment management company, released its “Select Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Top 9 AI and Non-Tech Stocks to Watch Amid Latest Earnings Season

The latest earnings season is creating a scene that has become common on Wall Street: companies promising big AI CapEx and investors cheering it and doubting soaring stock valuations...

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October 31 - News

Jim Cramer Recalls When He “Doubted” NVIDIA (NVDA) CEO Jensen Huang

After NVIDIA Corporation (NASDAQ:NVDA)’s GTC Conference in Washington, Cramer had a lot to say about the firm.

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October 31 - News

Jim Cramer Discusses CrowdStrike (CRWD)’s Shares

We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs. CrowdStrike Holdings, Inc.

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October 31 - News

Celestica (CLS) Is An “Unbelievable” Story, Says Jim Cramer

Celestica Inc. (NYSE:CLS) provides contract manufacturing, supply chain, and other services to businesses.

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October 31 - News

Jim Cramer Discusses Bloom Energy (BE)’s Renewed Fortune

We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs.

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October 31 - News

Nucor (NUE) Is The Only One That Can Provide Steel At Scale For Data Centers, Says Jim Cramer

Nucor Corporation (NYSE:NUE) is one of the largest steel companies in America.

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October 31 - News

NVIDIA Is Ahead Of Advanced Micro Devices (AMD) In Certain Areas, Says Jim Cramer

We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs. Advanced Micro Devices, Inc.

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October 31 - News

Boeing (BA) Just Took A “Major Turn,” Says Jim Cramer

Wednesday was an important day for The Boeing Company (NYSE:BA) as far as Squawk on the Street was concerned since the firm’s CEO, Kelly Ortberg, gave an interview on the program...

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October 31 - News

Americans Don’t Want To Buy Branded Biscuits, Says Jim Cramer About Mondelez (MDLZ)

We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs. Mondelez International, Inc.

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October 31 - News

Jim Cramer Discusses Fiserv (FI)’s Merchant Solutions Business

Fiserv, Inc. (NYSE:FI) is a financial technology company that provides payment, security, debit card processing, and other services to merchants.

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October 31 - News

Jim Cramer Discusses Etsy (ETSY)’s Share Price Movement

Online marketplace Etsy, Inc. (NASDAQ:ETSY) created quite a bit of stir earlier this week after its third-quarter earnings report.

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October 31 - News

Caterpillar (CAT)’s “Levered” To The Data Center, Says Jim Cramer

Like he did with Nucor, Cramer used Caterpillar Inc. (NYSE:CAT) as another example of a firm pivoting itself to benefit from the boom in AI data center construction.

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October 31 - News

Generac (GNRC) “Wanted To Blame Storms,” Says Jim Cramer

Generac Holdings Inc.

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October 31 - News

“PPG Industries (PPG) Is A Quandry,” Says Jim Cramer

PPG Industries, Inc. (NYSE:PPG) reported its third-quarter earnings earlier in the week, with its $4.08 billion revenue and $2.13 in EPS beating analyst estimates.

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October 31 - News

Palantir (PLTR)’s Shares Are Tempting Me, Says Jim Cramer

We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs. Palantir Technologies Inc.

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October 31 - News

Canaccord Genuity Remains Optimistic on Netflix (NFLX) Following Q3 Earnings Release

Man GLG holds $234.62 million in Netflix, Inc. (NASDAQ:NFLX) shares, representing 0.45% of its 13-F portfolio.

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October 31 - News

Meta Platforms (META) Bolsters its AI Infrastructure Push with Recent Financing Deal

Man GLG holds $638.28 million worth of Meta Platforms, Inc. (NASDAQ:META) shares, representing 1.22% of its 13-F portfolio as of Q2 2025.

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October 31 - News

Is Newmont (NEM) One of the Best NYSE Stocks to Buy and Hold for the Next Decade?

Newmont Corporation (NYSE:NEM) is one of the best NYSE stocks to buy and hold for the next decade.

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October 31 - News

Is Pulmonx Corporation (LUNG) One of the Best Stocks Under $3 to Invest In?

Pulmonx Corporation (NASDAQ:LUNG) is one of the best stocks under $3 to invest in.

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October 31 - News

Citizens JMP Raises Snowflake (SNOW) PT to $325, Reiterates Outperform Rating

Snowflake Inc. (NYSE:SNOW) is one of the best NYSE stocks to buy and hold for the next decade.

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October 31 - News

JPMorgan Lifts Amphenol (APH) PT to $145 on Robust IT, Datacom Demand

Amphenol Corporation (NYSE:APH) is one of the best NYSE stocks to buy and hold for the next decade.

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October 31 - News

Raymond James Hikes Cameco (CCJ) PT to C$130 on Strong Metal Prices, Uncertainty

Cameco Corporation (NYSE:CCJ) is one of the best NYSE stocks to buy and hold for the next decade.

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October 31 - News

Bristol-Myers Squibb Company Confirms Efficacy and Safety of Sotyktu for Psoriatic Arthritis and Lupus with New Long-Term Data

Bristol-Myers Squibb Company (NYSE:BMY) is one of the best NYSE stocks to buy and hold for the next decade.

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October 31 - News

Sabre Expands Market with New Volaris Partnership, Launches AI-Driven Continuous Revenue Optimizer

Sabre Corporation (NASDAQ:SABR) is one of the best stocks under $3 to invest in.

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October 31 - News

Alector Announces Topline Results from Phase 3 INFRONT-3 Clinical Trial Evaluating Latozinemab

Alector Inc. (NASDAQ:ALEC) is one of the best stocks under $3 to invest in.

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October 31 - News

Cabaletta Bio Reports Positive Rese-cel Data Across Myositis, SSc, and SLE Trials

Cabaletta Bio Inc. (NASDAQ:CABA) is one of the best stocks under $3 to invest in.

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October 31 - News

Bridger Aerospace Secures $331.5M Financing to Fuel Fleet Expansion, Growth

Bridger Aerospace Group Holdings Inc. (NASDAQ:BAER) is one of the best stocks under $3 to invest in.

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October 31 - News

Wipro Secures Multi-Year Deal to Transform HanesBrands’ IT with AI-First Approach

Wipro Limited (NYSE:WIT) is one of the best stocks under $3 to invest in.

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October 31 - News

William Blair Initiates Coverage of Climb Bio (CLYM) with Outperform Rating on Autoimmune Drug Potential

Climb Bio Inc. (NASDAQ:CLYM) is one of the best stocks under $3 to invest in.

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October 31 - News

Needham Reaffirms Buy on Alight (ALIT) with $4.50 PT

Alight Inc. (NYSE:ALIT) is one of the best stocks under $3 to invest in.

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October 31 - News

Jefferies Maintains Hold on Hudson Pacific (HPP), Lowers PT to $2.40, Cites AI’s Impact on Office Demand

Hudson Pacific Properties Inc. (NYSE:HPP) is one of the best stocks under $3 to invest in.

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October 31 - News

Citi Raises PT on Clear Channel Outdoor (CCO) to $2.10, Keeps Neutral Rating

Clear Channel Outdoor Holdings Inc. (NYSE:CCO) is one of the best stocks under $3 to invest in.

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October 31 - News

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New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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