July 31, 2025 – Page 2 – Marius Grobler

Think It’s Too Late to Buy Nvidia? Here’s the Biggest Reason Why There’s Still Time.

As artificial intelligence (AI) adoption grows, Nvidia is one of the premier companies that stands to gain from it.

Up Over 50% in Just 1 Month, Is It Too Late to Buy Kohl’s Stock?

Despite its recent rally, the stock is still down more than 40% from its 52-week high, at the time of this writing.

Mastercard Keeps Charging Ahead

The company’s performance was boosted by new partnerships, growth in value-added services, and resilience in cross-border transaction volumes.

Figma stock set for debut after IPO prices at $33 per share

https://finance.yahoo.com/news/figma-stock-set-for-debut-after-ipo-prices-at-33-per-share-132215017.html

Banc of California Earns $48 Million

Banc of California(NYSE:BANC) reported Q2 2025 earnings on July 22, 2025, noting adjusted net income of $48.4 million ($0.31 per share). Net interest income rose 3.4% quarter over quarter to $240 million, and tangible book value per share increased for the fifth consecutive quarter to $16.46. Management executed $507 million in commercial real estate loan sales at an expected 95% of face value, repurchased $150 million in stock, and reaffirmed guidance for mid-single-digit net interest income growth in the second half of 2025. Key insights follow, including strategic loan sales, margin drivers, and evolving deposit/capital allocation strategies.Management transferred $507 million in commercial real estate (CRE) loans to held for sale, closing $30.4 million and lining up $476.2 million for subsequent quarters. This action was reflected in net charge-offs of $37 million related to these loans, with favorable credit migration metrics: nonperforming, classified, and special mention loans improved by 19, 46, and 115 basis points, respectively, quarter over quarter.Continue readinghttps://www.fool.com/data-news/2025/07/31/banc-of-california-earns-48-million/

Lenz (LENZ) Q2 Revenue Jumps 604%

Lenz Therapeutics (NASDAQ:LENZ), a biotechnology company developing eye drops for presbyopia, released its second quarter 2025 results on July 30, 2025. The most striking news: Lenz recognized $5.0 million in GAAP revenue from licensing milestones, stunning analysts who expected just $0.71 million (GAAP). At $0.53 GAAP EPS compared to a $0.61 consensus loss. Despite ramped up spending that pushed the net loss (GAAP) deeper than the prior year, the company executed strongly on its commercial readiness plans ahead of a key FDA decision for its lead product in August. Overall, the quarter was marked by aggressive investments and one-time licensing revenue, setting the stage for the company’s next pivotal phase. Source: Analyst estimates for the quarter provided by FactSet. Lenz Therapeutics is a clinical-stage biotech aiming to reshape vision correction for presbyopia, an age-related loss of near vision affecting people over forty. Its lead product, LNZ100, is a once-daily, preservative-free eye drop designed to temporarily improve near vision without affecting distance vision.Continue readinghttps://www.fool.com/data-news/2025/07/31/lenz-lenz-q2-revenue-jumps-604/

Alkami (ALKT) Q2 Revenue Jumps 36%

Alkami Technology (NASDAQ:ALKT), a cloud-focused provider of digital banking platforms for financial institutions, delivered its earnings release for the second quarter of fiscal 2025 on July 30, 2025. The headline news was GAAP revenue of $112.1 million in Q2 2025, which rose 36.4% year over year (GAAP) and came in $2.09 million ahead of analyst estimates of $110.01 million (GAAP). Adjusted EBITDA reached $11.9 million, also topping management’s prior guidance. These results reflected strong performance in recurring revenue, user adoption, and effective integration of the MANTL acquisition. Despite continued transformation and margin progress, the company reported a persistent GAAP net loss. Overall, the period marked a step forward for Alkami thanks to GAAP revenue outperformance, growing product adoption, and operational improvements, though expenses and acquisition-related charges remained notable watch areas. Source: Analyst estimates provided by FactSet. Management expectations based on management’s guidance, as provided in Q1 2025 earnings report. Alkami Technology operates as a SaaS (software-as-a-service) company delivering digital banking platforms to regional and community banks and credit unions. Its cloud-based platform focuses on providing financial institutions with a single, scalable interface to serve users across banking products and channels. Alkami’s competitive edge lies in its true multi-tenant cloud architecture, making it easier for clients to integrate with over 300 real-time systems, covering everything from account opening and onboarding to data analytics and security.Continue readinghttps://www.fool.com/data-news/2025/07/31/alkami-alkt-q2-revenue-jumps-36/

Day: July 31, 2025