Earnings Whispers - August 14, 2025

Summary for Thursday, August 14, 2025

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A summary of guidance and results for the day, with a list of top surprises
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Top Earnings News

Applied Materials Beat Expectations

Logo for Applied Materials, Inc.Applied Materials (AMAT) reported earnings of $2.48 per share on revenue of $7.30 billion for the fiscal third quarter ended July 2025. The consensus earnings estimate was $2.34 per share on revenue of $7.20 billion. The Earnings Whisper number was $2.40 per share. The company beat expectations by 3.33% while revenue grew 7.73% on a year-over-year basis.

The company said it expects fourth quarter earnings of $1.91 to $2.31 per share on revenue of $6.20 billion to $7.20 billion. The current consensus earnings estimate is $2.36 per share on revenue of $7.32 billion for the quarter ending October 31, 2025.

Applied Materials Inc provides manufacturing equipment, services and software to the global semiconductor, flat panel display, solar photovoltaic and related industries.

Chart for Applied Materials, Inc.

Positive Guidance

Newton Golf Raises Guidance

Logo for Newton Golf CompanyNewton Golf Company (NWTG) said it expects 2025 revenue of $7.0 million to $7.5 million. The company's previous guidance was $6.5 million to $7.0 million and the current consensus revenue estimate is $6.7 million for the year ending December 31, 2025.

Newton Golf harnesses the power of physics to revolutionize golf equipment design.

Chart for Newton Golf Company

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Negative Guidance

Lifeward Guides Below Estimates

Logo for LifewardLifeward (LFWD) said it expects 2025 revenue of $24.0 million to $26.0 million. The company's previous guidance was revenue of $28.0 million to $30.0 million and the current consensus revenue estimate is $29.02 million for the year ending December 31, 2025.

Lifeward designs, develops, and commercializes life-changing solutions that span the continuum of care in physical rehabilitation and recovery, delivering proven functional and health benefits in clinical settings as well as in the home and community.

Chart for Lifeward

Other Top Guidance Announcements

AAPAdvance Auto Parts Guides In-line
SNDKSanDisk Sees Revenue Above Estimates
DFLIDragonfly Energy Guides Below Estimates
EVLVEvolv Technology Raises Guidance
CANCanaan Guides In-line
SHIMShimmick Raises Guidance
BRAGBragg Gaming Lowers Guidance
VIPSVipshop Sees Revenue Above Estimates
PIIIP3 Health Partners Reaffirms
BNGOBionano Genomics Reaffirms
PPSIPioneer Power Solutions Reaffirms
ALLTAllot Communications Guides In-line
DEDeere Narrows Guidance

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Positive Surprise

Abeona Therapeutics Beat Consensus Estimates

Logo for Abeona TherapeuticsAbeona Therapeutics (ABEO) reported earnings of $1.71 per share on revenue of $0.40 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.39 per share on revenue of $7.05 million. The company beat consensus estimates by 538.46%.

Abeona Therapeutics Inc. is a clinical-stage biopharmaceutical company developing cell and gene therapies for serious diseases.

Chart for Abeona Therapeutics

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Negative Surprise

Evolv Technology Missed Expectations

Logo for Evolv Technologies Hldgs IncEvolv Technology (EVLV) reported a loss of $0.25 per share on revenue of $32.54 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.09 per share on revenue of $29.25 million. The Earnings Whisper number was a loss of $0.06 per share. The company missed expectations by 316.67% while revenue grew 27.42% on a year-over-year basis.

The company said it expects 2025 revenue of $132.0 million to $135.0 million. The company's previous guidance was revenue of $125.0 million to $130.0 million and the current consensus revenue estimate is $126.22 million for the year ending December 31, 2025.

Evolv Technology is a leader in weapons detection for security screening, securing the world’s most iconic venues and companies.

Chart for Evolv Technologies Hldgs Inc

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

Flowers Foods is Expected to Beat Estimates

Logo for Flowers Foods Inc.Flowers Foods (FLO) is confirmed to report earnings on Friday, August 15, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.29 per share on revenue of $1.27 billion, respresenting 3.7% year-over-year revenue growth, and the Earnings Whisper ® number is $0.30 per share. Investors are 46.0% bearish going into the company's earnings release. Option traders are pricing in a 10.4% move on earnings and the stock has averaged a 2.5% move in recent quarters.

Chart for Flowers Foods Inc.

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


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