Top Movers | NEM, DECK, VRSN Plunge, NXT & F Rocket: Key Insights on EPS, Revenue & Outlooks
1. $Newmont Mining(NEM)$ fell about 5%
EPS: $1.71 vs. $1.44 expected (Beat +18.75%)
Revenue: $5.52B vs. $5.19B expected (Beat +6.36%)
Outlook: Newmont expects to produce 1.415 million ounces of gold in the fourth quarter.The company anticipates interest expenses of $55 million, general and administrative expenses of $100 million and exploration and advanced projects expenses of $150 million in the fourth quarter. The 2025 full-year capital guidance was improved by $200 million in total.
The strong print comes as gold’s price continued to rally throughout this year’s third quarter, hitting successive new highs during the three-month period and rising above $4,000 per ounce for the first time.The market didn’t reward Newmont, shares are now down following the report, reversing early gains despite strong operational results and a clear beat on both revenue and earnings. The move suggests investors are taking profits after a month-long rally rather than reacting to any new weakness in fundamentals.
CEO Tom Palmer stated: "Newmont delivered a robust third quarter performance, producing approximately 1.4 million attributable gold ounces and generating a third-quarter record of $1.6 billion in free cash flow, marking the fourth consecutive quarter with over $1 billion in free cash flow. We are making significant progress on the cost savings initiatives announced at the beginning of the year, enabling us to meaningfully improve our 2025 guidance for several cost metrics, while maintaining our outlook for production and unit costs in a rising gold price environment."
2. $Deckers Outdoor(DECK)$ down 12.26%
EPS: $1.82 vs. $1.58 expected (Beat +15.19%)
Revenue: $1.43B vs. $1.42B expected (Beat +0.70%)
Outlook: The company sees FY 2026 EPS of $6.30-$6.39 versus the analyst consensus of $6.33; sees FY 2026 revenue of $5.35B versus the analyst consensus of $5.46B.
DECK delivered better-than-expected earnings for the second quarter of fiscal 2026, but the market punished the stock anyway, a telling disconnect that underscores investor concerns about the company’s trajectory despite solid near-term execution.
A 9.1% revenue increase, while respectable, represents a slowdown from the explosive growth DECK posted in prior years. The stock’s 50% decline over nine months suggests investors are reassessing the company’s valuation and growth prospects in a more challenging consumer environment.
“HOKA and UGG again delivered double-digit growth in the second quarter, reflecting strong performance and international momentum for these powerful brands,” said Stefano Caroti, President and Chief Executive Officer. "Our brands' ability to connect with consumers through leading innovative products differentiates Deckers in today's dynamic and competitive marketplace. Combined with our best-in-class operating model and financial profile, I am confident in our ability to achieve our fiscal year 2026 outlook, and continue to capture the significant opportunities ahead for Deckers."
3. $VeriSign(VRSN)$ fell 1.03%
EPS: $2.27 vs. $2.25 expected (Beat +0.02%)
Revenue: $419.1M vs. $416.58M expected (Beat +0.61%)
Outlook: Full-year 2025 revenue expected between $1.652B and $1.657B; operating income between $1.119B and $1.124B; domain name base growth projected between 2.2% and 2.5% for 2025.
Despite the positive results and raised guidance, investors should note potential risks including the impact of Google’s AdSense changes on domain monetization, slower growth in the Asia Pacific region, and increased operational expenses, which rose to $135 million from $129 million in the previous quarter.
"In the quarter we delivered both growth in the domain name base and solid financial performance. We also continued our consistent return of value to shareholders through dividends and share repurchases," said Jim Bidzos, Executive Chairman, President and Chief Executive Officer.
4. $NEXTracker Inc(NXT)$ rose about 12%
EPS: $1.19 vs. $0.99 expected (Beat +20.20%)
Revenue: $905.27M vs. $827.45M expected (Beat +9.42%)
Outlook: The current consensus EPS estimate is $1.01 on $820.88 million in revenues for the coming quarter and $4.12 on $3.34 billion in revenues for the current fiscal year.
This immediate market response suggests investor approval of the company's strong quarterly performance and upgraded guidance. The stock has demonstrated solid performance across multiple timeframes, with gains of 11.5% over the past two weeks and 20.3% over the past month, indicating sustained positive sentiment leading into the earnings announcement.
CEO Dan Shugar commented on the results, stating, "Nextracker delivered another strong quarter with robust financial performance amid accelerating global demand for our technology. Bookings for our tracker products remain healthy, leading to a record backlog of greater than $5 billion."
5. $Ford(F)$ stock rose roughly 2.6%
EPS: $0.45 vs. $0.36 expected (Beat +25%)
Automotive Revenue: $47.19B vs. $43.08B expected (Beat +9.5%)
Outlook: Lowered 2025 adjusted EBIT guidance to $6B-$6.5B from $6.5B-$7.5B due to supplier fire impacts; without the fire, the company was planning to raise guidance above $8B.
The better-than-expected quarterly results, including record revenue and strong EPS beat, were accompanied by lowered guidance due to a supplier fire. However, the stock gained as investors focused on the underlying business strength, accelerated recovery timeline from the fire, reduced tariff impacts, and plans to increase production of profitable trucks.
CEO Jim Farley stated: "We have made substantial progress in a short time to minimize the impact in 2025 and recover production in 2026. We are working intensively with Novelis to source aluminum from operational parts of the plant. I'd like to thank President Trump and his team for the tariff relief that reduced our net tariff impact."
For SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!
Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.
Other helpful links:
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
