Market News

CorMedix: Strong Buy After Strong Developments And A Strategy Before Earnings

CorMedix's acquisition of Melinta Therapeutics diversifies its portfolio, boosting 2025 revenue guidance to at least $375M and reducing single-product risk. DefenCath remains the primary revenue driver, but pipeline and Melinta's hospital-focused drugs provide additional growth and risk mitigation. CorMedix is rated a Strong Buy, with a base-case fair value of $27.8, offering ~147% upside from current levels.

CRMD seekingalpha.com • Oct. 23, 2025

Lumos Diagnostics Holdings Limited (LDXHF) Shareholder/Analyst Call Transcript

Lumos Diagnostics Holdings Limited (OTCPK:LDXHF) Shareholder/Analyst Call October 23, 2025 6:30 PM EDT Company Participants Samuel Lanyon Douglas Ward - CEO, MD & Director Barrie Lambert - Chief Financial Officer Tracy Weimar - Company Secretary Presentation Samuel Lanyon Good morning, everyone. My name is Sam Lanyon, Chair of Lumos Diagnostics Holdings Limited, and it is my pleasure to welcome you all to our Annual General Meeting of Shareholders.

LDXHF seekingalpha.com • Oct. 23, 2025

Hormel Foods: Shares Haven't Been This Cheap In A Decade

Hormel Foods shares have struggled recently due to weak results and broader consumer staple sector weakness. HRL is a diversified food giant with iconic brands like Spam, Planters, Skippy, and a strong presence in retail, foodservice, and international markets. Despite short-term challenges, HRL's protein-rich portfolio and changing nutrition trends provide a long-term growth tailwind.

HRL seekingalpha.com • Oct. 23, 2025

Helix Energy Solutions: Prospects Still Solid Despite Near-Term Challenges - Buy

Helix Energy Solutions reported decent Q3/2025 results and increased full-year expectations. Outperformance was mostly a result of strong contributions from the company's Robotics and Shallow Water Abandonment segments. However, the company's core Well Intervention business continues to face near-term challenges.

HLX seekingalpha.com • Oct. 23, 2025

Super Micro Computer Continues To Overpromise And Underdeliver - Sell

The AI data center hype has resulted in Super Micro Computer's shares doubling from April lows. However, financial results continue to disappoint. On Thursday, SMCI preannounced Q1/FY2026 results, with sales missing consensus expectations by almost 25%. In contrast to past business updates, the company abstained from providing preliminary earnings per share numbers.

SMCI seekingalpha.com • Oct. 23, 2025

Azelis Group NV (AZLGY) Q3 2025 Sales Call Transcript

Azelis Group NV (OTCPK:AZLGY) Q3 2025 Sales Call October 23, 2025 3:00 AM EDT Company Participants Anna Bertona - Group Chief Executive Officer & Executive Director Thijs Bakker - CFO & Executive Director Conference Call Participants Stijn Demeester - ING Groep N.V., Research Division Suhasini Varanasi - Goldman Sachs Group, Inc., Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division Annelies Vermeulen - Morgan Stanley, Research Division Nicole Manion - UBS Investment Bank, Research Division Luuk Van Beek - Banque Degroof Petercam S.A.

AZLGY seekingalpha.com • Oct. 23, 2025

Essity AB (publ) (ETTYF) Q3 2025 Earnings Call Transcript

Essity AB (publ) (OTCPK:ETTYF) Q3 2025 Earnings Call October 22, 2025 8:00 PM EDT Company Participants Sandra Åberg - VP & Head of Investor Relations Ulrika Kolsrud - President & CEO Presentation Sandra Åberg VP & Head of Investor Relations Welcome to this quarterly interview with our CEO, Ulrika Kolsrud. Hi, Ulrika.

ETTYF seekingalpha.com • Oct. 23, 2025

Credo: Looking Beyond Valuation

Credo Technologies is a key AI infrastructure player, delivering triple-digit revenue growth and dominating the Active Electrical Cables market. CRDO's business model translates revenue growth into profits, with J.P. Morgan initiating coverage at Overweight and a $165 price target, citing its first-mover advantage. Recent strategic moves include the Hyperlume acquisition for optical connectivity and a partnership with Arm to accelerate custom AI chip development.

CRDO seekingalpha.com • Oct. 23, 2025

Talen Energy's Data Center Initiatives Are A Smart Investment

Talen Energy targets rapid growth by focusing on long-term PPAs with data centers. Management projects 35%+ annual adjusted free cash flow per share growth through 2028, appealing to growth investors seeking high returns. Rising electricity demand from AI-driven data centers positions the company as a thematic play for investors seeking exposure to this secular trend.

TLN seekingalpha.com • Oct. 23, 2025

EBC Financial Group Launches World's First Trading Initiative to Protect the Amazon with Every Trade

MANAUS, Brazil, Oct. 23, 2025 (GLOBE NEWSWIRE) -- EBC Financial Group today launched its “Protect the Amazon with Every Trade” programme, the first by an online brokerage to create environmental impact via client trading activity in Latin America. The effort underscores the growing convergence of financial markets and environmental stewardship, as traders and investors increasingly weigh climate risk and ESG (environmental, social, governance) metrics in their decision-making.

EBC globenewswire.com • Oct. 23, 2025

Constellation Brands: Near-Term Headwinds, But Valuation Attractive With Potential Recovery Likely In The Next Fiscal Year

Constellation Brands is facing softer demand, but trends are stabilizing, inventories are lean, and easier comparisons should help revenue performance improve through FY26 and recover in FY27. Strong execution around innovation, pricing flexibility, and shelf-space expansion is helping Constellation gain share despite macro pressures, positioning it well for growth when volumes rebound. Margins and earnings should recover as cost-saving programs ramp up, volume trends normalize, and valuation re-rates closer to historical levels, offering attractive upside for long-term investors.

STZ seekingalpha.com • Oct. 23, 2025