Shares of safety equipment manufacturer MSA Safety (NYSE:MSA) fell 5.1% in the morning session after the company reported third-quarter results that showed declining profit margins and persistent challenges in its fire service business, overshadowing a beat on revenue and earnings. Although the safety equipment maker’s sales grew 8.3% year on year, its GAAP gross margins fell by 140 basis points from the previous year. This drop was attributed to inflation, tariffs, and unfavorable foreign exchange rates. The company also highlighted “stronger-than-expected near-term headwinds in the fire service” segment. These difficulties were linked to delayed U.S. government funding and changes in fire standards. Looking ahead, management expressed caution that revenues from the fire service division could remain under pressure, which concerned investors about future performance.
Shares of cloud communications provider Bandwidth (NASDAQ:BAND) fell 6.3% in the morning session after it reported third-quarter adjusted earnings that fell short of Wall Street's expectations, contributing to a drop in its stock price despite several positive metrics. The cloud communications provider posted adjusted earnings of $0.36 per share, missing the analyst consensus estimate of $0.37. This profitability miss seemed to outweigh the fact that the company's revenue of $191.9 million came in ahead of forecasts. Bandwidth also raised its full-year guidance for both revenue and EBITDA, with the latter metric significantly beating expectations for the quarter. However, investors appeared more concerned with the earnings shortfall and the fact that quarterly sales declined by 1% year on year, signaling potential growth challenges.
Shares of e-commerce florist and gift retailer 1-800-FLOWERS (NASDAQ:FLWS) jumped 6.7% in the morning session after it reported results for its third calendar quarter of 2025, which included a forward-looking savings plan that investors appeared to focus on.
Shares of biopharmaceutical company Bristol Myers Squibb (NYSE:BMY)
jumped 4.3% in the morning session after the company posted third-quarter financial results that beat expectations and raised its full-year sales forecast. Total revenues for the quarter came in at $12.22 billion, an increase of 2.8% from the same period a year ago, surpassing analyst estimates. The company also reported adjusted earnings of $1.63 per share, which was better than anticipated. Following these results, Bristol-Myers lifted its annual revenue guidance to a new midpoint of $47.75 billion. The market reacted positively to the earnings beat and improved outlook, signaling investor confidence in the company's performance.
Shares of healthcare distributor Cencora (NYSE:COR)
jumped 3.3% in the morning session after Mizuho analyst Steven Valiquette raised the price target on the company's shares. The price target was increased to $340 from $334, while the firm kept an 'Outperform' rating on the stock. This move signaled continued confidence in Cencora's market performance. Adding to the positive mood in the sector, a key peer, Cardinal Health, reported strong quarterly results and lifted its outlook for the year. Cardinal Health's revenue grew by 22% compared to the previous year, with earnings also showing significant growth.
Shares of mexican fast-food chain Chipotle (NYSE:CMG)
fell 16.5% in the morning session after the company reported third-quarter results that were in line with expectations but cut its full-year sales forecast, citing "persistent macroeconomic pressures."
Shares of casual restaurant chain Brinker International (NYSE:EAT)
fell 4.3% in the morning session after the company's weaker-than-expected full-year guidance continued to weigh on investor sentiment, a day after it reported quarterly results.
Shares of healthcare distributor and services company Cardinal Health (NYSE:CAH)
jumped 16.5% in the morning session after the company reported strong third-quarter 2025 earnings that beat expectations and raised its full-year guidance.
Shares of cable news and media network Fox (NASDAQ:FOXA)
jumped 6.2% in the morning session after the company reported third-quarter 2025 results that significantly beat Wall Street's expectations. For the quarter, Fox posted total revenue of $3.74 billion, a 4.9% increase year on year, surpassing analyst estimates of $3.57 billion. The company's profitability was a standout, with adjusted earnings of $1.51 per share, which was 37.4% higher than the consensus forecast of $1.10. Adjusted EBITDA also substantially outperformed, coming in at $1.07 billion against an expected $843.3 million. The strong performance was supported by higher operating margins, which improved to 28.5% from 26.7% in the same quarter last year, reflecting greater operational efficiency.
Shares of electronic signature company DocuSign (NASDAQ:DOCU) jumped 4.5% in the morning session after the company announced it will integrate its Intelligent Agreement Management (IAM) platform with OpenAI's ChatGPT, allowing users to create and analyze contracts directly within the popular AI chatbot. This integration will enable users to perform tasks such as drafting residential leases or creating purchase orders through simple conversational prompts. The connection between the two platforms was designed to maintain security and compliance standards. An executive from OpenAI stated the partnership aimed to help teams move from conversation to agreement in fewer steps. The goal was to reduce busywork and speed up decisions, giving people more time to focus on other important matters.
Shares of satellite radio and media company Sirius XM (NASDAQ:SIRI)
jumped 10.1% in the morning session after the company reported third-quarter results that surpassed analyst expectations for both revenue and profit. The satellite radio company reported a GAAP profit of $0.84 per share, a significant turnaround from a loss in the same period last year and 7.9% above consensus estimates. Revenue for the quarter was flat year-on-year at $2.16 billion but still beat forecasts. Despite a year-on-year decline of 574,000 total subscribers, investors appeared to focus on the improved profitability. A key highlight was the company's free cash flow of $257 million, with the free cash flow margin expanding to 11.9% from just 1.1% in the prior year's quarter.
Shares of online travel agency Booking Holdings (NASDAQ:BKNG)
jumped 3.6% in the morning session after the company reported strong third-quarter financial results that surpassed Wall Street's expectations.
Shares of data security company Varonis Systems (NASDAQ:VRNS) jumped 8.5% in the morning session after the stock rebounded following a steep sell-off in the previous session, which followed disappointing third-quarter results and a lowered full-year forecast. The data security company’s shares had plunged significantly after it reported weak renewals in its on-premise subscription business and announced plans to cut its workforce by about 5%. However, investors appeared to be looking past the initial bad news. Despite the challenges, the company’s Annual Recurring Revenue (ARR) increased by 18% year over year to $718.6 million, with its cloud-based SaaS business showing strength. In a sign of confidence in its long-term value, Varonis's board also authorized a $150 million stock buyback program.
Shares of transportation company Schneider (NYSE:SNDR)
fell 8.8% in the morning session after the company reported third-quarter results that missed profit expectations, even as revenue slightly topped forecasts.
Shares of grocery store chain Sprouts Farmers Market (NASDAQ:SFM)
fell 25.4% in the morning session after the company reported third-quarter results that featured a revenue miss and weak guidance for the upcoming fourth quarter, which overshadowed an earnings beat. The specialty grocer's revenue came in at $2.2 billion, falling short of the consensus estimate of $2.23 billion. While its earnings per share of $1.22 topped expectations, investors focused on the weak forward-looking statements. The company guided for fourth-quarter same-store sales growth of just 1% at the midpoint, significantly below the 4.5% that analysts had anticipated. This weak outlook for a key retail metric signaled slowing momentum, sparking concern among investors.
Shares of online marketplace Etsy (NASDAQ:ETSY)
fell 4.1% in the morning session after the company announced its CEO of eight years, Josh Silverman, would step down, which was coupled with a weak forecast for the fourth quarter and a reported drop in active buyers.
Shares of alternate site health provider Option Care Health (NASDAQ:OPCH)
fell 5.8% in the morning session after its third-quarter earnings was overshadowed by a full-year outlook that failed to impress investors.
Shares of coconut water company The Vita Coco Company (NASDAQ:COCO)
fell 6.9% in the morning session after investors focused on a decline in the company's gross margin, which overshadowed an otherwise strong third-quarter earnings report.
Shares of diversified healthcare company CVS Health (NYSE:CVS)
fell 4.3% in the morning session after the company reported a significant $5.7 billion goodwill impairment charge related to its Health Care Delivery business, which overshadowed otherwise strong third-quarter results.
Shares of document technology company Xerox (NASDAQ:XRX) fell 7.2% in the morning session after the company reported third-quarter results that missed revenue expectations, overshadowing a significant beat on profit.
The Fed’s Federal Open Market Committee has cut the target interest rate five times since September of 2024, and, not surprisingly, CPI inflation has increased every month for the past six months.
