1. $Confluent, Inc.(CFLT)$ Stock Jump 10.96%
Revenue: $298.5 million vs. $292.5 million expected (+2.1% beat)
Adjusted EPS: $0.13 vs. $0.09 expected (+44% beat)
Outlook: Q4 subscription revenue guidance of $295.5M–$296.5M, implying continued growth momentum but slightly below total consensus revenue of ~$311M. Non-GAAP operating margin projected at ~7% for Q4 and full-year 2025.
Shares jumped driven by stronger-than-expected profitability, record subscription and cloud revenue growth, and accelerating remaining performance obligations (+43% YoY). Investors viewed the results as confirmation of Confluent’s transition toward sustainable, profitable growth.
CEO Jay Kreps highlighted “24% year-over-year Confluent Cloud growth and 43% growth in remaining performance obligations,” emphasizing the company’s deepening customer commitment and rising adoption of Flink-based real-time data streaming for AI applications.
CFO Rohan Sivaram noted that Confluent’s “diversified growth strategy and margin expansion” underscore its ability to “drive durable, profitable growth over the long term.”
2. $Celestica(CLS)$ stock rose roughly 9.54%
EPS: $1.58 vs. $1.49 expected (Beat +6.0%)
Revenue: $3.19B vs. $3.04B expected (Beat +4.9%)
Outlook: For Q4 2025, Celestica anticipates revenue between $3.325 billion and $3.575 billion, with adjusted EPS projected to range from $1.65 to $1.81, exceeding the consensus of $1.52. The annual outlook for 2025 was also revised upward, with revenue now expected at $12.2 billion.
The stock surged as investors rewarded the company’s accelerating exposure to AI data center infrastructure, improving operating margins (7.6% vs. 6.8% YoY), and strong free cash flow generation, which signaled durable profitability.
CEO Rob Mionis stated: “We achieved very strong results in the third quarter, with revenue and EPS both exceeding the high end of our guidance ranges. Driven by these results and a strengthening demand environment, we are raising our 2025 outlook and introducing a 2026 target supported by continued investment in AI data center infrastructure.”
3. $HSBC Holdings PLC(HSBC)$ stock rose roughly 2.92%
EPS: $1.80 adjusted vs. $1.70 expected (Beat +5.9%)
Revenue: $17.8B vs. $17.05B expected (Beat +4.4%)
Outlook: HSBC expects net interest income (NII) of $43B or higher in 2025, reflecting confidence in policy rate trends across the U.K. and Hong Kong. The bank also guided for double-digit annual growth in wealth management fee income over the medium term.
The stock edged higher as investors looked past one-off legal provisions totaling $1.4B—including $1.1B related to the Bernard Madoff case—and instead focused on the 15% YoY increase in NII and 30% surge in wealth income, signaling strong core business performance.
CEO Georges Elhedery stated: “The intent with which we are executing our strategy is reflected in our performance this quarter, despite taking legal provisions related to historical matters. Our confidence in Hong Kong’s role as a leading global financial center remains strong.”
4. $United Parcel Service Inc(UPS)$ stock surged roughly 8.85%
EPS: $1.74 adjusted vs. $1.30 expected (Beat +33.8%)
Revenue: $21.4B vs. $20.84B expected (Beat +2.7%)
Outlook: Q4 revenue projected at ~$24B, above analyst expectations of $23.83B; full-year 2025 capital expenditures ~$3.5B and dividends ~$5.5B. UPS expects non-GAAP adjusted operating margin of approximately 11.0% to 11.5%, capital expenditure target of approximately $3.5 billion and dividend payments of around $5.5 billion.
The stock jumped as investors focused on better-than-expected earnings, strong international segment performance, improved margins in Supply Chain Solutions, and optimistic Q4 guidance, despite domestic volume challenges.
CEO Carol Tomé said: “We are executing the most significant strategic shift in our company’s history, and the changes we are implementing are designed to deliver long-term value for all stakeholders. With the holiday shipping season nearly upon us, we are positioned to run the most efficient peak in our history.”
5. $Royal Caribbean Cruises(RCL)$ stock fell 7.87%
EPS: $5.75 vs. $5.69 expected (Beat +1.1%)
Revenue: $5.14B vs. $5.17B expected (Miss -0.6%)
Outlook: The company expects fourth quarter Adjusted EPS to be in the range of $2.74 to $2.79, Full-year 2025 Adjusted EPS raised to $15.58–$15.63; Net Yield growth expected 3.5–4.0%, Net Cruise Costs per APCD roughly flat.
The quarter delivered a modest EPS beat despite a slight revenue miss. Shares dropped as investors focused on the weaker-than-expected current-quarter and full-year consensus forecasts, signaling caution about demand trends and cost pressures.
CEO Jason Liberty stated: "We continue to see strong momentum across our business, powered by accelerated demand, growing loyalty, and guest satisfaction at all-time highs. Our strong booked position gives us confidence for 2026 and beyond. Investments in ships, exclusive destinations, technology, and AI position us to capture more of the $2 trillion vacation market and deliver robust shareholder returns."
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