CompoSecure: A Profitable Fintech Supplier That's Fairly Priced

Seeking Alpha - Mon, 10/27/2025 - 20:18

Bel Fuse: Collapsing The Share Structure Would Be A Win-Win

Seeking Alpha - Mon, 10/27/2025 - 20:15

GBP/USD Snaps Six-Day Losing Streak As Next Fed Rate Call Looms

TalkMarkets - Mon, 10/27/2025 - 20:15
GBP/USD caught a thin bounce off the 1.3300 handle on Monday, chalking in the pair’s first bullish candle in six straight trading session and keeping Cable bids just north of the 200-day Exponential Moving Average.

Confluent outlines Q4 subscription revenue guidance of up to $296.5M as Flink cloud ARR jumps 70% sequentially

Seeking Alpha - Mon, 10/27/2025 - 20:08

Neumora Therapeutics, Inc. (NMRA) Discusses NMRA-215 Preclinical Results and Portfolio Updates, Including Obesity and Alzheimer's Disease Programs - Slideshow

Seeking Alpha - Mon, 10/27/2025 - 20:05

CSL Limited (CSLLY) Shareholder/Analyst Call - Slideshow

Seeking Alpha - Mon, 10/27/2025 - 20:03

ULTY: 90% Yield But The Volatility And NAV Erosion May Not Be Worth It

Seeking Alpha - Mon, 10/27/2025 - 20:03

F5, Inc. 2025 Q4 - Results - Earnings Call Presentation

Seeking Alpha - Mon, 10/27/2025 - 20:02

VSE Corporation 2025 Q3 - Results - Earnings Call Presentation

Seeking Alpha - Mon, 10/27/2025 - 20:01

American Woodmark: The Clear-Cut #1 Domestic Residential Cabinets Manufacturer

Seeking Alpha - Mon, 10/27/2025 - 20:00

PTL: Biblical Values-Focused Strategy With A Few Vulnerabilities, A Hold

Seeking Alpha - Mon, 10/27/2025 - 19:56

“Platform Firms”: How SaaS Models Are Redefining Professional Services

TalkMarkets - Mon, 10/27/2025 - 19:55
"Platform Firms" are redefining professional services. Firms in law and accounting are swapping hourly bills for SaaS-like subscriptions, mixing human expertise with tech for scalable growth and recurring revenue.

Merion Road Capital Q3 2025 Letter

Seeking Alpha - Mon, 10/27/2025 - 19:45

Bearish Black Candlestick In Russell 2000 Keeps Index Below Highs

TalkMarkets - Mon, 10/27/2025 - 19:39
Markets remain bullish, but there are still warning signs things are still a little hot.

Cadence raises 2025 outlook to 14% revenue growth and 18% EPS growth amid AI-driven demand and record $7B backlog

Seeking Alpha - Mon, 10/27/2025 - 19:38

Dallas Fed Manufacturing: Business Conditions Worsen In October

Seeking Alpha - Mon, 10/27/2025 - 19:35

Polen Global Growth's Q3 2025 Portfolio: A Mix Of Durable Earnings Growth And Conviction

Seeking Alpha - Mon, 10/27/2025 - 19:30

BioMarin outlines $900M–$935M VOXZOGO 2025 revenue target and plans ROCTAVIAN divestiture amid evolving competitive landscape

Seeking Alpha - Mon, 10/27/2025 - 19:18

The Reignition Trade: The S&P’s Melt-Up And The New Season Of Belief

TalkMarkets - Mon, 10/27/2025 - 19:15
The tape feels different. The scent of détente has mingled with the heady aroma of Fed cuts, corporate buybacks, and a $7 trillion money-market powder keg waiting for a spark.

Polen Global Growth Q3 2025 Commentary

Seeking Alpha - Mon, 10/27/2025 - 19:00

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