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Industrial supplier Fastenal (NASDAQ:FAST) will be announcing earnings results this Monday before the bell. Here’s what to expect.

Regional banking company FB Financial (NYSE:FBK) will be reporting earnings this Monday after market close. Here’s what investors should know.

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada.

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

A number of stocks fell in the afternoon session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada. The wider market sentiment turned negative after the White House announced plans to impose a 35% tariff on Canadian imports, sparking renewed fears of a trade war. This news prompted a sell-off across major U.S. indexes, including the S&P 500 and the Dow Jones Industrial Average, as investors grew concerned about the potential economic impact of escalating protectionist policies. The healthcare sector is especially vulnerable to such tensions due to its deeply integrated supply chains with Canada for pharmaceuticals and medical devices, meaning increased costs and potential disruptions. 

Shares of medical supply and logistics company Owens & Minor (NYSE:OMI) fell 3% in the afternoon session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada. The wider market sentiment turned negative after the White House announced plans to impose a 35% tariff on Canadian imports, sparking renewed fears of a trade war. This news prompted a sell-off across major U.S. indexes, including the S&P 500 and the Dow Jones Industrial Average, as investors grew concerned about the potential economic impact of escalating protectionist policies. The healthcare sector is especially vulnerable to such tensions due to its deeply integrated supply chains with Canada for pharmaceuticals and medical devices, meaning increased costs and potential disruptions. 

A number of stocks fell in the afternoon session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada. 

A number of stocks fell in the morning session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada. 

A number of stocks fell in the afternoon session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada. 

A number of stocks fell in the afternoon session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada. 

Shares of biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) fell 3.5% in the afternoon session after a cautious analyst note from UBS highlighting significant upcoming expenses and other headwinds. Ahead of its second-quarter earnings report, UBS reiterated its "Neutral" rating on the stock. The firm's note pointed to several challenges, including an expected $1.5 billion expense for in-process research and development (IPR&D) related to a collaboration with BioNTech. This charge is anticipated to reduce the company's earnings per share (EPS) by approximately $0.60. The report also touched on broader investor concerns, such as the impact of Medicare's Part D redesign on several of the company's high-priced drugs and the looming patent expirations for key products. These factors contribute to a more cautious outlook on the pharmaceutical giant's near-term profitability and growth prospects. 

Shares of behavioral health company LifeStance Health (NASDAQ:LFST) fell 3.4% in the afternoon session after the stock hit a new 52-week low of $4.60. The drop reflects ongoing investor concerns and broader challenges within the healthcare sector, contributing to the stock's 12.76% decline over the past year. 

A number of stocks fell in the afternoon session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada. 

A number of stocks fell in the afternoon session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada. 

Shares of health insurance company Clover Health (NASDAQ:CLOV) fell 4.8% in the afternoon session after a filing revealed that the company's CEO, Wai Conrad, sold a portion of his holdings. According to a regulatory filing on July 11, 2025, CEO Wai Conrad sold 15,203 shares of Class A Common Stock on July 8 for a total of approximately $49,561. The transactions were made at prices ranging from $3.25 to $3.27 per share. 

A number of stocks fell in the afternoon session after a broader market sell-off triggered by renewed trade tensions. U.S. stock indices fell after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

Shares of breakfast restaurant chain First Watch Restaurant Group (NASDAQ:FWRG) fell 5% in the pre-market session after continued negative momentum as a filing showed that investment firm Brown Advisory Inc. sold its position in the company. 

Shares of hotel and casino entertainment company Caesars Entertainment (NASDAQ:CZR) fell 4.6% in the afternoon session after a broader market downturn sparked by renewed trade and tariff concerns from the White House. 

Shares of solar energy systems company Shoals (NASDAQ:SHLS) jumped 3.3% in the morning session after an upgrade from Jefferies earlier in the week continued to fuel investor optimism. The stock received a boost on Monday when Jefferies upgraded the shares from a "Hold" to a "Buy" rating and increased its price target to $7.20 from $4.90. Analysts at the firm cited improved growth prospects and tailwinds from U.S. tax and spending legislation benefiting the solar sector as reasons for the positive revision. 

Shares of safety and security company Federal Signal (NYSE:FSS) fell 4.7% in the afternoon session after Keybanc analyst downgraded the stock. The investment firm lowered its rating on the specialty vehicle manufacturer to "Sector Weight" from a previous "Overweight" rating. The primary reason cited for the downgrade was the stock's valuation, following a significant 58% surge in its share price since early April. Analysts at KeyBanc noted that this impressive run has made Federal Signal one of the more expensive stocks in the construction machinery sector based on 2026 estimates. 

Shares of clinical research company Fortrea Holdings (NASDAQ:FTRE) fell 4.5% in the afternoon session after Mizuho lowered its price target on the shares ahead of the company's second-quarter earnings report. The investment bank reduced its price target, which is an analyst's projection of a stock's future price, to $7 from a previous $8, while keeping a "Neutral" rating on the stock. This adjustment signals a slightly more cautious outlook from the analyst on the company's valuation. The move comes as the contract research organization continues to navigate challenges. Mizuho noted that while the outlook for the hospital sector appears clear, managed care companies are still struggling with cost trends.

Shares of aerospace and defense company Redwire (NYSE:RDW) jumped 3.9% in the afternoon session after a consensus of "Moderate Buy" from Wall Street analysts covering the space infrastructure company. The positive sentiment from the analyst community comes as Redwire continues to secure its position in the aerospace and defense sectors. Six of the eight brokerages covering the stock have issued a "buy" recommendation. This optimism is supported by a series of recent company developments, including new contracts and partnerships. 

Shares of theater company AMC Entertainment (NYSE:AMC) jumped 8.1% in the afternoon session after the company received a bullish upgrade from analysts at Wedbush. Analyst Alicia Reese of Wedbush upgraded AMC's stock to "outperform" from "neutral," citing a more consistent movie release schedule expected over the next several quarters. The firm also raised its price target on the stock to $4.00 from $3.00. Wedbush noted that AMC is well-positioned to gain market share in 2025 and 2026.

Shares of industrial processing equipment and solutions provider Hillenbrand (NYSE:HI) fell 3.1% in the afternoon session after the stock continued to face downward pressure in the absence of any company-specific news, following its recent removal from several Russell stock indices. The industrial company was dropped from benchmarks such as the Russell 2500 Growth Index at the end of June 2025. Such changes to major stock indices can create technical selling pressure on a stock. 

Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 10.8% in the afternoon session after an analyst at Benchmark raised their price target on the company's stock. The investment firm Benchmark boosted its price target on Kratos to $50.00 from $48.00, while maintaining a "buy" rating on the shares. This move signals growing confidence from Wall Street in the defense contractor's future performance. Kratos specializes in advanced technologies, including unmanned systems, satellite communications, and cybersecurity. The company has recently been in the spotlight for its work in hypersonic weapons testing and its role in supporting U.S. Space Force programs. The positive analyst action suggests that Kratos' strategic initiatives and recent contract wins are being recognized as key drivers for future growth.

Shares of premium cinema technology company IMAX (NYSE:IMAX) jumped 3.4% in the morning session after an analyst at Rosenblatt Securities reiterated a "Buy" rating on the stock. The firm maintained its price target of $35.00, signaling confidence in the company's growth prospects. This positive sentiment was echoed by Roth Capital, which also reaffirmed its "buy" rating. The bullish analyst ratings come as IMAX continues to benefit from a strong film slate. The highly anticipated "Superman" movie was released in IMAX theaters, which is expected to draw large audiences. 

Shares of hardware products and merchandising solutions provider Hillman (NASDAQ:HLMN) fell 3.6% in the afternoon session after the U.S. announced a new 35% tariff on all goods imported from Canada, set to begin on August 1. The broad tariff announcement has cast a shadow on companies with significant cross-border operations. 

Shares of gaming and hospitality company Boyd Gaming (NYSE:BYD) fell 6.7% in the afternoon session after an analyst at Susquehanna downgraded the stock. 

Shares of audio technology Sonos company (NASDAQ:SONO) fell 3.1% in the morning session after the company's ongoing patent infringement appeal against Google saw oral arguments presented at the Federal Circuit. The case revolves around a 2020 lawsuit where Sonos accused Google of infringing on its wireless speaker patents. 

Shares of aerospace and defense company AerSale (NASDAQ:ASLE) fell 4.3% in the afternoon session after a Wall Street analyst downgraded the stock and slashed its price target. Truist Securities shifted its rating on the aviation aftermarket supplier to "Hold" from a previous "Buy" and cut its price target to $6 from $8. 

Shares of denim clothing company Levi's (NYSE:LEVI) jumped 9.7% in the afternoon session after the company reported better-than-expected second-quarter earnings and raised its full-year guidance. 

Shares of business analytics software company MicroStrategy (NASDAQ:MSTR) jumped 3% in the morning session after the price of Bitcoin surged to a new record high, surpassing $118,000. As the world's largest corporate holder of Bitcoin, MicroStrategy's stock price is highly sensitive to the cryptocurrency's market movements. This significant unrealized gain on its digital asset holdings is providing a strong tailwind for the stock. 

Shares of health insurance company Oscar Health (NYSE:OSCR) fell 5% in the afternoon session after Wells Fargo downgraded the stock and slashed its price target. The financial institution lowered its rating on the health insurer to "Underweight" from "Equal Weight" and cut its price target to $10 from $16. 

Shares of customer experience software provider Sprinklr (NYSE:CXM) fell 3.6% in the afternoon session after news of significant stock sales by its Chief Financial Officer, Manish Sarin, came to light. According to filings with the Securities and Exchange Commission (SEC), Sarin sold a substantial number of shares over multiple transactions this week. While large stock sales by executives can sometimes worry investors about the company's future prospects, it's important to note that these trades were made under a pre-arranged Rule 10b5-1 trading plan. This type of plan allows company insiders to set up a schedule for selling stocks in advance, which can help to avoid any accusations of trading on non-public information.

Check out the companies making headlines this week:

Packaged foods company Conagra Brands (NYSE:CAG) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 4.3% year on year to $2.78 billion. Its non-GAAP profit of $0.56 per share was 8.2% below analysts’ consensus estimates.

Power Integrations’ first quarter results were met with a negative market reaction, despite the company delivering revenue in line with Wall Street expectations and adjusted earnings surpassing consensus. Management attributed the quarter’s performance to robust demand in both the Consumer and Computer segments, highlighting double-digit growth in appliances, TVs, and game consoles. CEO Balu Balakrishnan noted, “The primary drivers of growth in Consumer were appliances and air conditioning, which account for the bulk of our Consumer category.” Management also acknowledged that front-loading of appliance shipments to the U.S. ahead of tariffs likely contributed additional revenue, though they cautioned that this impact was difficult to quantify precisely.

Non-lethal weapons company Byrna (NASDAQ:BYRN) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 40.6% year on year to $28.51 million. Its GAAP profit of $0.10 per share was 42.9% above analysts’ consensus estimates.

Packaged food company Simply Good Foods (NASDAQ:SMPL) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 13.8% year on year to $381 million. Its non-GAAP profit of $0.51 per share was in line with analysts’ consensus estimates.

First Watch’s first quarter was marked by steady revenue expansion but fell short of market expectations for profitability, prompting a negative share price reaction. Management pointed to persistent inflation in key commodities like eggs, bacon, coffee, and avocados, alongside higher healthcare and labor expenses, as primary drivers of margin compression. CEO Chris Tomasso acknowledged that “four of our top five commodities [are] under pressure at one time,” describing the environment as unprecedented in his tenure. The company also discussed the impact of new marketing efforts, third-party delivery partnerships, and surprise-and-delight customer initiatives, which have contributed to improved traffic trends but at the expense of profitability.

eHealth's first quarter saw notable gains, with management attributing performance to strong Medicare Advantage enrollment growth and improvements in sales and marketing processes. CEO Fran Soistman highlighted a 22% increase in Medicare submissions and expanded enrollment margins, citing the company's omnichannel approach and brand resonance as key factors. Operational enhancements, particularly in the agency fulfillment model and investments in retention initiatives, supported broader profitability improvements. Soistman emphasized, “Our customer-centric choice model is more relevant than ever,” referencing the complex Medicare plan environment and eHealth’s role in simplifying plan selection for beneficiaries.

Global airline Delta Air Lines (NYSE:DAL) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $16.65 billion. Guidance for next quarter’s revenue was better than expected at $15.99 billion at the midpoint, 1.9% above analysts’ estimates. Its GAAP profit of $3.27 per share was 57% above analysts’ consensus estimates.

Polaris’ first quarter results reflected the ongoing challenges in the powersports industry, as management cited planned production cuts and higher promotional activity to manage dealer inventory. CEO Mike Speetzen emphasized that the decline in sales was intentional, stating, “We continued to focus on managing what’s within our control,” and attributed margin pressure to increased promotions and consumer caution. The late-season growth in snowmobile retail and strength in premium product categories offered some offset, but overall, the company faced industry-wide headwinds, including weak international markets and a mixed performance across product lines.

Wolverine Worldwide’s first quarter results were met with a positive market reaction, reflecting stronger-than-expected performance across its major brands. Management pointed to robust growth in Saucony and Merrell, which benefited from new product launches and expanded distribution, especially in North America and Asia-Pacific. CEO Chris Hufnagel credited “record Q1 gross margin, in part due to healthier brands and better inventory management,” with improved pricing power and a higher proportion of full-price sales. Despite ongoing challenges in the Work Group and Sweaty Betty segments, the company highlighted disciplined execution and a focus on brand health as key contributors.

AppLovin’s first quarter results were well received by the market, as the company achieved substantial year-over-year revenue growth, driven by enhancements to its advertising technology and continued expansion into web-based advertising. CEO Adam Foroughi credited the quarter’s performance to improved machine learning models, which enabled mobile gaming clients to scale campaigns more effectively, and to a complete quarter of contribution from web advertisers. Foroughi stated, “We further refined our machine learning models enabling mobile gaming companies to scale their campaigns on our platform,” and highlighted the transformative role of web advertiser growth. The company also finalized an agreement to sell its games business, sharpening its focus on advertising operations.

Amplitude’s first quarter results were met with a strong market response, reflecting the company’s ability to deliver steady growth even amid ongoing macroeconomic uncertainty. Management credited the performance to a combination of improved customer retention, successful expansion within its enterprise customer base, and rising adoption of new platform features. CEO Spenser Skates highlighted that Amplitude is “reaccelerating the business,” emphasizing the company’s focus on platform deals and multi-product adoption, which now accounts for 64% of total annual recurring revenue. The quarter also saw meaningful progress in reducing churn and strengthening relationships with large organizations, supported by the launch of a strategic enterprise accounts team.

Middleby’s first quarter saw a positive market reaction despite revenue coming in below Wall Street’s expectations. Management attributed the results to strong cash flow, disciplined cost control, and margin stability, with CEO Timothy FitzGerald emphasizing the company’s ability to maintain “robust cash flows and driven margin performance” even in a challenging market. While food processing experienced revenue declines due to customer-driven delays, the residential segment benefited from growth in outdoor products. Commercial foodservice margins expanded as cost actions and favorable product mix offset muted buying from large chain customers.

Karat Packaging’s first quarter was met with a positive market reaction, as management attributed results to strong sales volume growth and effective sourcing strategies. CEO Alan Yu highlighted that sales volume increased nearly 11%, driven by the company’s ability to shift supply chains away from China in response to new tariffs. Notably, Yu stated, “Our ability to quickly scale up existing domestic manufacturing operations without significant incremental capex is allowing us to respond promptly and effectively to the evolving market dynamic.” Online sales also contributed to the quarter, posting a nearly 20% increase, while geographic growth was strongest in Texas and the Midwest.

Flex’s first quarter results were met with a positive market response, driven by strong execution in its data center and cloud businesses and a sustained focus on operational efficiency. CEO Revathi Advaithi credited the nearly 4% year-over-year revenue growth to “multiple program ramps” and the company’s ability to shift its portfolio toward higher-value, margin-accretive segments. Management highlighted the success of its Flex Forward strategy in building a more resilient business, with adjusted operating margin reaching a record level, supported by disciplined cost control and a diversified end-market approach.

Unity’s first quarter results drew a negative market reaction, as revenue declined year over year despite surpassing Wall Street expectations. Management attributed the performance to a combination of strong early traction for its new AI-powered ad platform, Unity Vector, and ongoing growth in its core subscription business. CEO Matthew Bromberg highlighted the completion of the Vector migration ahead of schedule and noted that customers are already experiencing higher returns. However, CFO Jarrod Yahes pointed out that legacy business transitions and the runoff of low-margin services continued to weigh on overall top-line performance.

ON24’s first quarter results reflected ongoing revenue challenges but also some stabilization in key business metrics. While year-over-year sales declined, management pointed to improved gross retention rates, a stronger focus on enterprise customers, and positive free cash flow as evidence of underlying progress. CEO Sharat Sharan highlighted, “Customer retention, measured by in-period gross retention, improved sequentially from last quarter and was at the highest level we have seen in the last four years.” The company cited enhancements in its sales leadership and product innovation as additional drivers of performance.

iRhythm’s first quarter results were well received by the market, driven by strong growth in its Zio product lines and expanding adoption among both traditional cardiology and new primary care channels. Management highlighted robust demand for Zio AT and Zio Monitor, with significant volume stemming from new account onboarding and deepening relationships with value-based care partners. CEO Quentin Blackford credited these trends, noting, “Demand within our Zio Monitor product line originated from cardiologists, electrophysiologists and primary care physicians,” and emphasized the clinical value of earlier arrhythmia detection. The company also celebrated surpassing 10 million cumulative patient reports, marking a milestone in its mission to broaden cardiac monitoring access.

MicroStrategy’s first quarter results for 2025 missed Wall Street’s revenue and earnings expectations, but the market responded positively. Management attributed the quarter’s performance to the company’s ongoing transition from on-premises software to cloud-based services and, most notably, its aggressive Bitcoin accumulation strategy. President and CEO Phong Le highlighted that MicroStrategy now holds over 553,000 bitcoins, reflecting an accelerated pace of acquisition in recent months. CFO Andrew Kang pointed to continued growth in cloud subscription revenues, which partially offset declines in legacy software revenues, and noted that fair value accounting changes led to significant swings in reported earnings. Le emphasized, “We remain hyper focused on capital markets innovation and our Bitcoin operations to strategically accumulate more Bitcoin.”

ZoomInfo’s first quarter results reflected ongoing transition toward upmarket customers and a continued emphasis on AI-powered products and workflow integration. Management attributed the quarter’s performance to growth in enterprise accounts and renewed traction for its Copilot product, while also noting improvements in net revenue retention, especially among larger clients. CEO Henry Schuck explained, “We now have 1,868 customers with more than $100,000 in ACV, a sequential increase after a period of declines.” Management remained cautious about the broader economic environment but saw no material changes in customer behavior during the quarter.

DocuSign’s first quarter results surpassed Wall Street’s revenue and profit expectations, yet the market reacted negatively due to concerns around billings growth and the timing of early renewals. Management pointed to the impact of go-to-market changes, particularly a new sales incentive structure that accelerated the shift away from early renewals, as a key factor. CEO Allan Thygesen described the quarter as one of “foundational change” for DocuSign, emphasizing the strong adoption of its Intelligent Agreement Management (IAM) platform but acknowledging that billings ended below guidance due to the timing of renewals rather than underlying demand.

Brighthouse Financial’s first quarter results for 2025 reflected solid sales in both annuities and life insurance, even as revenue and adjusted earnings per share came in below Wall Street expectations. Management attributed the quarter’s performance to continued growth in Shield annuity products and steady expansion in life insurance sales, while acknowledging higher-than-expected corporate expenses. CEO Eric Steigerwalt cited a robust liquidity position and progress on capital-focused initiatives, stating, “We ended the quarter with holding company liquid assets of approximately $1 billion, maintaining a robust cash position.”

Tennant’s first quarter was marked by lower-than-expected sales and profit, with management attributing the shortfall to challenging year-over-year comparisons and a shift in product and customer mix. CEO David Huml pointed out that the prior year’s results were boosted by a large backlog reduction of higher-margin industrial products, making this quarter’s performance appear weaker in comparison. The heavy concentration of shipments to major retail customers—who typically receive more favorable pricing—further impacted margins. Management described the quarter as one where “the margin mix from a customer perspective” was unusually unfavorable and highlighted ongoing inflation and currency headwinds as contributing factors.

Nextracker’s first quarter results received a significant positive response from the market, with management attributing the outperformance to robust demand for its solar tracker solutions and sustained backlog growth. CEO Dan Shugar credited the company’s ongoing market share gains in the U.S., Europe, Latin America, and Australia to Nextracker’s technology leadership, flexible supply chain, and the ability to deliver on large-scale projects. President Howard Wenger highlighted that customers increasingly value Nextracker’s operational reliability, rapid installation times, and product innovations such as the Hail Pro series and TrueCapture platform.

Diebold Nixdorf’s first quarter results for 2025 were met with a positive market response, despite the company missing Wall Street’s revenue and earnings per share expectations. Management attributed the quarter’s performance to strong new order growth in both banking and retail, with particular momentum in cash recycling technology and self-service solutions. CEO Octavio Marquez highlighted that product orders grew 36% year-over-year, driven by increased adoption in major geographies and robust demand for automation. The company also pointed to improved gross margins, citing operational efficiency and a leaner cost structure as key contributors.

DoorDash’s first quarter saw a negative market reaction, reflecting disappointment with revenue coming in below Wall Street expectations despite robust year-over-year growth. Management pointed to broad-based order volume gains, particularly in new verticals like grocery, and highlighted continued investment in affordability initiatives as key factors influencing the quarter. CEO Tony Xu emphasized, “Food really is the most resilient category,” noting that investments in product quality and affordability helped drive usage. However, these choices contributed to a lower net revenue margin and less leverage in sales and marketing, factors that weighed on overall results.

Sabre’s first quarter results were marked by resilient execution in the face of a challenging travel environment. Management attributed performance to stable transaction-based revenue streams and highlighted the impact of broad-based weakness in airline group bookings, particularly in the Asia-Pacific region, and a sharp decline in U.S. Government and Military travel. CEO Kurt Ekert noted that Sabre’s revenues are “largely tied to air distribution bookings rather than airline ticket prices,” providing some protection against industry pricing volatility. Despite these headwinds, the company reported improved adjusted EBITDA margins, supported by ongoing cost control initiatives and a growing contribution from its hotel B2B distribution and digital payments segments.

TaskUs’ fourth quarter results drew a negative market response, with management highlighting a mix of strong client demand and operational headwinds behind the numbers. CEO Bryce Maddock pointed to robust revenue growth from new and existing clients, especially in AI services and trust and safety, but noted that higher investments in operations, security, and training compressed margins. The company also faced business disruption from security incidents, which CFO Balaji Sekar said led to a “few million dollars” shortfall in adjusted EBITDA versus internal expectations. Management emphasized that, while top-line momentum was clear, maintaining service quality and responding to industry risks required ongoing cost commitments.

Walker & Dunlop’s first quarter results fell short of Wall Street’s revenue expectations, with management attributing the underperformance to heightened market volatility, cautious client behavior, and increased expenses related to talent changes and a debt refinancing. CEO Willy Walker described the quarter as shaped by “a wait-and-see attitude across the industry” due to fluctuating long-term interest rates, which led to delayed transaction activity and select one-time costs. Despite these challenges, management highlighted a 10% rise in transaction volume and a strong showing in multifamily originations as bright spots.

A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.