Water management company Advanced Drainage Systems (NYSE:WMS) reported Q3 CY2025 results beating Wall Street’s revenue expectations , with sales up 8.7% year on year to $850.4 million. The company expects the full year’s revenue to be around $2.95 billion, close to analysts’ estimates. Its non-GAAP profit of $1.97 per share was 19.8% above analysts’ consensus estimates. Is now the time to buy WMS? Find out in our full research report (it’s free for active Edge members). Advanced Drainage (WMS) Q3 CY2025 ...

WisdomTree’s third quarter results were driven by broad-based asset growth and meaningful net inflows across its global product suite. Management highlighted record assets under management (AUM) of $137.2 billion, with net inflows of $2.2 billion supported by strong demand for European gold and cryptocurrency products. CEO Jonathan Steinberg credited the diversification of asset classes, geographies, and client types as a foundation for the firm’s organic growth, stating, “Our scale, stability and growth i ...

Low-code automation software company Appian (NASDAQ:APPN) announced better-than-expected revenue in Q3 CY2025, with sales up 21.4% year on year to $187 million. Guidance for next quarter’s revenue was better than expected at $189 million at the midpoint, 0.9% above analysts’ estimates. Its non-GAAP profit of $0.32 per share was significantly above analysts’ consensus estimates. Is now the time to buy APPN? Find out in our full research report (it’s free for active Edge members). Appian (APPN) Q3 CY2025 ...

Restaurant company Bloomin’ Brands (NASDAQ:BLMN) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 10.6% year on year to $928.8 million. Its non-GAAP loss of $0.03 per share was 76% above analysts’ consensus estimates. Is now the time to buy BLMN? Find out in our full research report (it’s free for active Edge members). Bloomin' Brands (BLMN) Q3 CY2025 Highlights: Revenue: $928.8 million vs analyst estimates of $904.8 million (10.6% year-on-year decline, 2.7% beat) Adjusted EPS: ...

Pop culture collectibles manufacturer Funko (NASDAQ:FNKO) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 14.3% year on year to $250.9 million. Its non-GAAP profit of $0.06 per share was significantly above analysts’ consensus estimates. Is now the time to buy FNKO? Find out in our full research report (it’s free for active Edge members). Funko (FNKO) Q3 CY2025 Highlights: Revenue: $250.9 million vs analyst estimates of $262 million (14.3% year-on-year decline, 4.2% miss) Ad ...

Radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH) reported Q3 CY2025 results exceeding the market’s revenue expectations , with sales up 1.4% year on year to $384 million. The company’s full-year revenue guidance of $1.5 billion at the midpoint came in 1.1% above analysts’ estimates. Its non-GAAP profit of $1.27 per share was in line with analysts’ consensus estimates. Is now the time to buy LNTH? Find out in our full research report (it’s free for active Edge members). Lantheus (LNTH) Q3 CY20 ...

Medical technology company Becton, Dickinson and Company (NYSE:BDX) met Wall Streets revenue expectations in Q3 CY2025, with sales up 8.3% year on year to $5.89 billion. Its non-GAAP profit of $3.96 per share was 1.2% above analysts’ consensus estimates. Is now the time to buy BDX? Find out in our full research report (it’s free for active Edge members). BD (BDX) Q3 CY2025 Highlights: Revenue: $5.89 billion vs analyst estimates of $5.91 billion (8.3% year-on-year growth, in line) Adjusted EPS: $3.96 v ...

Biotechnology company Moderna (NASDAQ:MRNA) reported revenue ahead of Wall Streets expectations in Q3 CY2025, but sales fell by 45.4% year on year to $1.02 billion. On the other hand, the company’s full-year revenue guidance of $1.8 billion at the midpoint came in 4.4% below analysts’ estimates. Its GAAP loss of $0.51 per share was 78.6% above analysts’ consensus estimates. Is now the time to buy MRNA? Find out in our full research report (it’s free for active Edge members). Moderna (MRNA) Q3 CY2025 Hig ...

Commercial asset marketplace RB Global (NYSE:RBA) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 11.3% year on year to $1.09 billion. Its non-GAAP profit of $0.93 per share was 17.3% above analysts’ consensus estimates. Is now the time to buy RBA? Find out in our full research report (it’s free for active Edge members). RB Global (RBA) Q3 CY2025 Highlights: Revenue: $1.09 billion vs analyst estimates of $1.06 billion (11.3% year-on-year growth, 3.4% beat) Adjusted EPS: ...

股价表现与市场反应 - Meta Platforms股价在公布2025年第三季度财报后遭遇了三年来的最大跌幅 单日下跌超过11% 为自2022年第三季度以来财报后最差表现 [1][2] - 股价下跌趋势在财报公布后持续 截至11月4日收盘 累计跌幅已超过16% [5] - 尽管市场出现恐慌性抛售 华尔街分析师的情绪却保持异常稳定 表明市场恐慌与长期估值之间存在潜在脱节 [3][4] 华尔街分析师观点 - 在股价下跌期间 跟踪的20名分析师更新了其目标价 平均目标价仅下调了5% 远低于股价的实际跌幅 [4] - 截至11月5日 MarketBeat统计的分析师共识目标价接近827美元 意味着股价有29%的上涨空间 [6] - 在财报后更新或发布目标价的分析师更为乐观 其平均目标价接近857美元 暗示股价可能上涨37% 富国银行给出的最低目标价770美元也意味着近23%的上涨空间 而Rosenblatt Securities将目标价上调至1117美元 为最乐观预测 预示78%的涨幅 [6][7] 资本开支与自由现金流影响 - 公司预测2025年资本开支将大幅增加至710亿美元 较2024年的390亿美元显著上升 并警告称2026年的资本开支增长将"明显更大" [9] - 若上述指引成立 2026年资本开支可能轻易超过1030亿美元 根据预测 2026年公司运营现金流为1270亿美元 即使资本开支控制在1030亿美元 其自由现金流也将约为240亿美元 较过去12个月产生的425亿美元自由现金流下降超过40% [10] - 大规模人工智能投资是资本开支激增的主要原因 公司似乎愿意牺牲短期自由现金流 以定位长期的AI驱动增长 [11] 历史AI投资先例 - 回顾2022年第三季度的情况 当时财报后股价下跌超过24%至97美元 公司当时同样因投资AI而受到分析师质疑 [12][13] - 自那以后 Meta股价开启惊人上涨 截至11月4日收盘价约为627美元 从97美元的低点上涨超过380% 早期的AI投资帮助其AI广告工具实现了超过600亿美元的年收入规模 是股价表现的关键贡献因素 [14]