Earnings Whispers - August 8, 2025

Summary for Friday, August 8, 2025

Having trouble viewing email?

A summary of guidance and results for the day, with a list of top surprises
Having trouble viewing email? Click here to view online.

Discover the A.I. That's Beating Traditional Stock Screeners

alt

There's one critical issue that's costing traders opportunities every single day...

The limitation of traditional screeners isn't the data — it's the timing.

By the time a screener identifies an opportunity, the early momentum is often gone.

VantagePoint's A.I. solves this by forecasting which instruments will meet screening criteria before they actually do.

The algorithms that pioneered computer-based market prediction provide advance warning of trend formations, optimal entry points, and momentum shifts.

Professional traders use this predictive capability to position ahead of the crowd, because nothing compares to having X-ray vision for stock prediction.

[Access next-generation A.I. market analysis →]

Top Earnings News

Tempus AI, Inc. Reported In-line with Expectations

Logo for Tempus AI, Inc. Tempus AI, Inc. (TEM) reported a loss of $0.22 per share on revenue of $314.64 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.25 per share on revenue of $299.32 million. The Earnings Whisper number was a loss of $0.22 per share. The company reported in-line with expectations while revenue grew 89.57% on a year-over-year basis.

The company said it expects 2025 revenue of approximately $1.26 billion. The company's previous guidance was revenue of approximately $1.25 billion and the current consensus revenue estimate is $1.24 billion for the year ending December 31, 2025.

“The business is performing well with revenues and margins growing faster than expected, contributing to our continued improvement in adjusted EBITDA on a year-over-year basis,” said Eric Lefkofsky, Founder and CEO of Tempus. “We saw significant re-acceleration of our clinical volumes which grew 30% in the quarter, as we delivered more than 212,000 NGS tests. Combined with our continued leadership in AI and progress toward building the largest foundation model in oncology, ‘we’re hitting our stride’ as we approach our 10th anniversary.”

Tempus is a technology company advancing precision medicine through the practical application of artificial intelligence in healthcare.

Chart for Tempus AI, Inc.

Positive Guidance

SurModics Raises Guidance

Logo for SurModics Inc.SurModics Inc. (SRDX) said it expects a fiscal 2025 loss of $0.35 to $0.20 per share on revenue of $116.5 million to $118.5 million. The company's previous guidance was a loss of $0.62 to $0.42 per share on revenue of $114.0 million to $117.0 million, and the current consensus estimate is a loss of $0.56 per share on revenue of $116.3 million for the year ending September 30, 2025.

SurModics Inc is a provider of surface modification and in vitro diagnostic technologies to the healthcare industry.

Chart for SurModics Inc.

View All Guidance


Negative Guidance

Under Armour Sees Earnings Below Estimates

Logo for Under Armour, Inc.Under Armour, Inc. (UAA) said it expects second quarter earnings of $0.01 to $0.02 per share on revenue of $1.30 billion to $1.40 billion. The current consensus earnings estimate is $0.26 per share on revenue of $1.36 billion for the quarter ending September 30, 2025.

Under Armour, Inc. is a leading inventor, marketer and distributor of branded athletic performance apparel, footwear and accessories.

Chart for Under Armour, Inc.

Other Top Guidance Announcements

ANIPANI Pharmaceuticals Raises Guidance
SHCSotera Health Raises Guidance but Remains In-line with Estimates
EMBCEmbecta Raises Guidance
WENWendy's Lowers Guidance
ATMUAtmus Filtration Technologies Narrows Guidance
PMTSCPI Card Raises Guidance to be In-line with Estimates
HRTXHeron Therapeutics Reaffurns
AQNAlgonquin Power & Utilities Guides In-line
AXLAAM Narrows Guidance
DCBODocebo Raises Guidance
GTNGray Television Sees Revenue Below Estimates
KOPKoppers Lowers Guidance

Out of 23,281 Stocks... Only ONE is This Profitable and Undervalued.

alt

$3 billion+ in operating income. Market cap under $8 billion. 15% revenue growth. 20% dividend growth.

No other American stock but ONE can meet these criteria... here's why Donald Trump publicly backed it on Truth Social.

Positive Surprise

Strawberry Fields REIT Beat Consensus Estimates

Logo for Strawberry Fields REIT IncStrawberry Fields REIT (STRW) reported earnings of $1.52 per share on revenue of $37.86 million for the second quarter ended June 2025. The consensus earnings estimate was $0.30 per share on revenue of $37.54 million. The company beat consensus estimates by 406.67% while revenue grew 29.34% on a year-over-year basis.

Chart for Strawberry Fields REIT Inc

View All Earnings


Negative Surprise

Calumet Specialty Products Partners, L.P. Missed Consensus Estimates

Logo for Calumet IncCalumet Specialty Products Partners, L.P. (CLMT) reported a loss of $1.70 per share on revenue of $1.03 billion for the second quarter ended June 2025. The consensus estimate was a loss of $0.44 per share on revenue of $989.85 million. The company missed consensus estimates by 286.36% while revenue fell 9.45% compared to the same quarter a year ago.

Calumet Specialty Products Partners LP is a producer of hydrocarbon products in North America. It owns specialty and fuel products facilities located in northwest Louisiana, northwest Wisconsin, northern Montana, Texas, New Jersey, and other areas.

Chart for Calumet Inc

A calendar showing logos of companies scheduled to report earnings on the next business day.

BigBear.ai is Expected to Report In-line with Estimates

Logo for BigBear.aiBigBear.ai (BBAI) is confirmed to report earnings on Monday, August 11, 2025 at approximately 4:15 PM ET. The consensus estimate is a loss of $0.06 per share on revenue of $40.99 million, respresenting 3.0% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.06 per share. Investors are 17.5% bearish going into the company's earnings release. Option traders are pricing in a 19.3% move on earnings and the stock has averaged a 13.4% move in recent quarters.

Chart for BigBear.ai

View Full Calendar


A list showing logos of companies scheduled to report earnings on the next business day based on expected moves.


You have received this email because you signed up for an account at Earnings Whispers with the email address:

Unsubscribe   |   Privacy Policy


© 1998 - 2025  Earnings Whispers ®