STOCKS TELEGRAPH

Author: Fahim Awan

  • (RUN) Stock Rallies After Reporting Robust Q2 Results

    (RUN) Stock Rallies After Reporting Robust Q2 Results

    Following the release of the company’s impressive financial results for the second quarter that concluded on June 30, 2025, Sunrun Inc. (NASDAQ: RUN) had a notable spike in share price this morning, increasing 30.42% to $11.83.

    Strong Financial Results and Margin Growth

    Sunrun reported $569.3 million in total sales in Q2 2025, a 9% year-over-year growth. The main driver of this gain was an 18% increase in revenue from client agreements and incentives, which came to $458.0 million. In the meantime, sales of products and solar energy systems saw an 18% drop in revenue, reaching $111.3 million.

    While net income attributable to common stockholders was $279.8 million, or $1.22 per basic share and $1.07 per diluted share, operating expenditures and cost of revenue both saw modest 5% increases. Additionally, the business reported its highest-ever Upfront Net Subscriber Value, with a 17 percentage point increase in margin from year to year.

    Growth in Storage, Grid Services, and Efficiency

    Sunrun reached a new high with a 70% storage attachment rate, up from 54% a year ago, driven by increased demand for resilient home energy solutions. The company added 50% more storage customers than in the prior-year quarter and has now installed over 195,000 solar and storage systems, representing 3.2 GWh of Networked Storage Capacity.

    As the largest home-to-grid distributed power plant operator in the U.S., Sunrun provided essential utility-scale services, including energy dispatches that helped prevent rolling blackouts during power plant outages last month.

    Debt Reduction and Capital Market Activity

    Sunrun continued strengthening its balance sheet, reducing recourse debt by $21 million in Q2 and by $235 million since March 2024. It also raised $431 million through its third securitization transaction of 2025, bringing total asset-backed issuance to approximately $1.4 billion for the year.

    Partnership with Tesla Expands in Texas

    In July, Sunrun launched an exclusive offering for Texas customers—Tesla Electric + Sunrun Flex—delivering fixed electricity rates, competitive solar sellback pricing, and advanced battery-backed outage protection, enhancing both value and peace of mind for residential users.

  • Pre-Market Surge For Duolingo (DUOL) As Investors React To Earnings And Expansion Strategy

    Pre-Market Surge For Duolingo (DUOL) As Investors React To Earnings And Expansion Strategy

    Following the company’s announcement of a strategic acquisition to improve its educational platform and the release of strong second-quarter results, shares of Duolingo, Inc. (NASDAQ: DUOL) surged 26.95% in pre-market trading on Thursday, reaching $436.20.

    Outstanding Revenue and User Base Growth

    Duolingo reported a 41% rise in revenue for Q2 that increased from $178.3 million to $252.3 million year-over-year rise. Additionally, total bookings also increased by 41%, from $190.1 million to $268.0 million. The net income increased 84% from $24.4 million to $44.8 million, almost doubling. The adjusted EBITDA increased from $48.1 million to $78.7 million, a 27% increase.

    User engagement metrics followed a similarly strong trend. Monthly Active Users increased 24% to reach 128.3 million from 103.6 million a year earlier, while Daily Active Users increased 40% from 34.1 million to 47.7 million. From 8.0 million to 10.9 million, paid subscribers grew by 37%, while paid penetration went from 8.6% to 9.0%.

    Product Expansion Drives Engagement

    Duolingo attributed its sustained success to high user engagement and platform innovation. In order to improve user experience and retention, DUOL highlighted the successes of previous initiatives like the introduction of an energy mechanic and the launch of a chess course.

    Duolingo intentionally invests in both new content categories and core offerings, despite the fact that it is still in the early phases of its overall development trajectory, in order to strike a balance between user expansion and profitability.

    NextBeat Acquisition to Boost Music Course Development

    In a major strategic move, Duolingo announced that it had purchased the team behind NextBeat, a London-based music gaming company. The 23-person team has expertise in mobile gaming, music licensing, monetization, and sound design. With the addition of engaging, game-like components, this acquisition is expected to improve Duolingo’s Music course.

    The acquisition also marks Duolingo’s first formal entry into the UK, giving the company excellent access to a multitude of technical and artistic talent.

  • After-Market Momentum Builds For SkyWater (SKYT) After Announcing Robust Q2 Results

    After-Market Momentum Builds For SkyWater (SKYT) After Announcing Robust Q2 Results

    During the after-hours trading session, SkyWater Technology, Inc.’s (NASDAQ: SKYT) share price had a significant boost, jumping 22.44% to $10.86. The rise came after the completion of a major strategic acquisition—Infineon’s U.S.-based semiconductor manufacturing plant, Fab 25 in Austin, Texas—and the announcement of second-quarter financial results that exceeded projections.

    The Acquisition Of Fab 25 Will Result In Significant Revenue Growth.

    SkyWater has achieved a significant milestone with the acquisition of Fab 25, which is fully financed by a flexible senior secured revolving credit facility that may borrow up to $350 million. Beginning in Q3, SkyWater anticipates that Fab 25 will be accretive to both adjusted EBITDA and free cash flow, and it will generate at least $300 million in sales annually.

    With $73 million in cash and an extra $20 million for working capital, the total transaction price came to about $93 million. This is an updated transaction structure that increases the upfront payment by $18 million and eliminates a $25 million payment linked to a supply agreement.

    Strategic Supply Agreement and US Semiconductor Push

    With an estimated multi-year supply agreement valued at more than $1 billion, Fab 25 offers the scalability and process flexibility required to meet the core needs of the semiconductor industry. In addition to supporting national objectives for safe, onshore semiconductor manufacturing, this enhances SkyWater’s standing in America’s industrial and technological resilience.

    Extension of Quantum Computing and Advanced Packaging

    Beyond Fab 25, SkyWater is advancing in innovative areas such as quantum computing and advanced packaging. In order to create next-generation quantum systems, SKYT is honing its expertise in two fields: chiplet integration and superconducting films.

    It is also enhancing infrastructure at its Kissimmee, Florida factory, which is nearing a significant installation of new machinery to support its Advanced Packaging platform, in anticipation of a projected revenue ramp in the second half of 2025. With its expanding capabilities and commitment to semiconductor innovation in the US, SkyWater is well-positioned for substantial growth in 2026 as a result of all of these initiatives.

  • Marqeta (MQ) Shares Surge In After-Market Trading Following Strategic Acquisition Completion

    Marqeta (MQ) Shares Surge In After-Market Trading Following Strategic Acquisition Completion

    After the formal announcement of its purchase of TransactPay, Marqeta, Inc. (NASDAQ: MQ) witnessed a 20.95% increase in after-market trading on Wednesday, ending at $6.87. With an E-Money Institution (EMI) license, TransactPay, a well-known BIN Sponsorship provider, is able to issue e-money and provide payment services within the UK and EEA.

    Enhancing Card Program Administration in Europe

    First revealed in February 2025, the acquisition is a strategic move to expand Marqeta’s ability to manage card programs in the European market. By integrating TransactPay’s infrastructure, Marqeta is in a strong position to streamline digital payment solutions for both existing and prospective customers in the UK and EU, enabling them to grow their business more successfully under difficult regulatory regimes.

    Customers will no longer need to coordinate with numerous service providers for card program administration thanks to the acquisition, which guarantees that they may use a single platform. Customers of both businesses will also continue to gain from strong support services, long-standing connections with financial networks, and strict adherence to local regulations.

    Boosting Development Despite Regulatory Complexity

    Because of the rapid changes in Europe’s economy and laws, the integration allows Marqeta to help clients by offering innovative, compliant, and scalable digital payment solutions globally. The company pointed out that its European businesses’ Total Processing Volume (TPV) has more than doubled yearly, indicating the acquisition’s strategic importance and steady development trajectory.

    Marqeta reiterated its dedication to the UK and European markets as part of its broader global expansion strategy. The combination also strengthens its position as a partner in digital transformation, helping customers accelerate the release of next-generation payment solutions.

    Strong Q2 Financial Results Strengthen Strategic Direction

    Marqeta also announced its financial figures for the second quarter, which ended on June 30, 2025, along with the acquisition news. The company’s stated TPV of $91 billion was a 29% rise over the previous year. Gross profit increased 31% to $104 million, while net sales increased 20% to $150 million.

    A revamped Card Network Incentives accounting strategy contributed 8.6 percentage points to the gain, supporting the increase in gross profit. Despite achieving adjusted EBITDA of $29 million, Marqeta reported a GAAP net loss of $0.6 million.

    These numbers highlight Marqeta’s progress in financially growing its product line, which is bolstered by strong customer interaction and creative product development.

  • Zeta Global Stock Jumps On Strong Q2 Performance

    Zeta Global Stock Jumps On Strong Q2 Performance

    As of the latest check, shares of Zeta Global Holdings Corp. (NYSE: ZETA) had risen 25.58% to $19.93, marking a significant move today. The surge comes after the business revealed strong quarterly results that showed growth that led the industry and was fueled by the use of its AI-powered marketing solutions.

    Market Position is Strengthened by AI-Driven Momentum

    Zeta Global announced yet another quarter of rapid growth, driven by the Zeta Answers platform’s performance, more Zeta Marketing Platform deployments, agency alliances, and more OneZeta victories. The company’s management is quite certain that it will continue to increase its market share as it enters the second half of 2025.

    With sales of $308 million for the second quarter of 2025, Zeta exceeded the midpoint of forecast by $11 million and showed a 35% year-over-year gain. Free cash flow increased 69% to $34 million, while net cash created by operational operations reached $42 million, up 35% year over year.

    In comparison to the previous quarter, the firm concluded the quarter with no net dilution, and it is still on schedule to meet its 2025 dilution and stock-based compensation expenditure goals.

    Upward Revision of 2025 Guidance

    After a solid first half, Zeta’s strategic goals for 2028, which were announced earlier this year, are still very much within reach. It increased its full-year 2025 estimate for revenue, adjusted EBITDA, and free cash flow on the strength of this progress, demonstrating its confidence in continued performance.

    Additionally, the business said that it would hold its fifth annual Zeta Live conference, with the subject “Achieve the Impossible,” in New York City on October 9, 2025. CEOs, CMOs, athletes, and business executives will all participate in thought leadership sessions during the event. A dedicated stage will highlight product innovations, while Investor Day on October 8 will focus on long-term growth strategies and leadership updates.

    Stock Repurchase Program Expanded

    A new $200 million stock buyback and withholding program for Class A shares was approved by Zeta’s board on July 23, 2025, and it will be in operation until December 31, 2027. As of July 25, 2025, $15 million was still available under the 2024 buyback program, which this project complements.

  • CEA Industries (BNC) Shares Rally In Pre-Market On BNB Treasury Progress

    CEA Industries (BNC) Shares Rally In Pre-Market On BNB Treasury Progress

    CEA Industries Inc. (NASDAQ: BNC) witnessed a sharp surge in pre-market activity after advancing its BNB treasury initiative. As of the latest pre-market check, BNC shares rose 37.82%, trading at $24.49. The rally follows the company’s announcement of a $500,000,000 private placement offering, led by YZi Labs, finalized on August 5, 2025, to fund its BNB-focused treasury plan.

    Major Capital Infusion and Strategic Warrants

    The private placement includes a common equity PIPE generating $500,000,000 in gross proceeds, alongside the potential for an additional $750,000,000 in cash from warrant exercises, assuming full conversion. These funds will provide significant liquidity for the company’s treasury expansion and operational continuity.

    Rebranding and Ticker Transition

    CEA Industries has rebranded on Nasdaq, now trading under the ticker symbol “BNC,” with its publicly traded warrants listed as “BNCWW.” The company stated that the ticker change aligns with its new identity as “BNB Network Company,” reinforcing its commitment to the BNB Chain ecosystem.

    This strategic move positions BNC as a specialized vehicle designed to give institutional investors transparent and secure exposure to one of the most active blockchain networks globally.

    Treasury Management and Leadership Transition

    Proceeds from the offering will be deployed to purchase BNB as the company adopts it as the primary treasury reserve asset. 10X Capital will manage the treasury strategy, supported by YZi Labs.

    Leadership adjustments accompany the strategic shift: David Namdar, Co-Founder of Galaxy Digital and Senior Partner at 10X Capital, has been appointed CEO; Russell Read, CIO of 10X Capital and former CIO of CalPERS and Deputy CIO at Deutsche Bank Asset Management, will serve as CIO. Outgoing CEO Tony McDonald transitions to President while retaining his board position.

    Additionally, Hans Thomas, Founding Partner and CEO of 10X Capital, and Alexander Monje, Partner and CLO of 10X Capital, will join the board of directors. This milestone underscores CEA Industries’ commitment to integrating blockchain-based assets into its financial strategy, marking a significant evolution in its corporate direction.

  • Astera Labs (ALAB) Stock Advances After-Hours On Strong Q2

    Astera Labs (ALAB) Stock Advances After-Hours On Strong Q2

    After strong second-quarter earnings, shares of Astera Labs, Inc. (NASDAQ: ALAB) saw significant movement in extended trading. After hours, ALAB’s shares rose 17.31% to settle at $159.00. The business reported a 20% sequential increase in revenue, which significantly improved profitability and operating cash flow.

    Growth in Revenue and Key Financial Data

    Astera Labs made $191.9 million in Q2, which was a 150% increase year over year and a 20% sequential increase. At 75.8%, the gross margin remained robust. $51.2 million was the quarter’s net income, which translates to $0.29 diluted profits per share.

    This success was driven by several new design wins for its Scorpio Fabric Switches and the expansion of its PCIe 6 product range into volume manufacturing for bespoke rack-scale AI systems.

    Product Expansion and Market Demand

    Astera Labs experienced sustained demand for its signal conditioning portfolio, driven by PCIe scale-up and Ethernet scale-out applications in custom ASIC platforms. The firm, which is leading the way in the transformation of AI infrastructure, is increasing expenditures in order to realize its goal of rack-scale connection for AI systems of the future.

    Strategic Partnerships and the Development of Ecosystems

    Astera Labs and NVIDIA deepened their partnership during the quarter to develop the NVLink Fusion ecosystem, which will allow hyperscalers to set up high-performance scale-up networks. The company’s NVLink connectivity solutions integrate seamlessly with its Intelligent Connectivity Platform, which incorporates PCIe, CXL, and Ethernet solutions, alongside the COSMOS software suite for optimized data center performance.

    Astera Labs also hosted a comprehensive Ultra Accelerator Link (UALink) webinar, underscoring its role as a Promoter Member of the UALink Consortium. UALink is the only open standard tailored for scale-up applications, designed to deliver high bandwidth, low latency, and broad interoperability.

    Collaborations to Promote AI Infrastructure

    Astera Labs demonstrated its industry presence by attending AMD’s Advancing AI 2025 event as a reliable partner and highlighting the crucial role that UALink plays in next-generation AI architectures. Furthermore, a collaboration with Alchip Technologies was revealed to combine Astera Labs’ connectivity solutions with Alchip’s specialized ASIC capabilities, providing verified, compatible products for hyperscalers developing cutting-edge AI infrastructure.

  • Myriad Genetics (MYGN) Stock Soars After Hours On Strong Earnings

    Myriad Genetics (MYGN) Stock Soars After Hours On Strong Earnings

    During the extended session on Tuesday, Myriad Genetics, Inc. (NASDAQ: MYGN) had a significant 38.24% increase in its stock price, reaching $5.35. Following the announcement of its impressive second-quarter results, which demonstrated great operational performance, positive market trends, and strategic development objectives, there was a sudden spike in after-hours trading.

    Robust Q2 Performance Driven by Cancer Testing Strength

    Myriad Genetics reported $213.1 million in sales for the second quarter of 2025, a 1% increase from the previous year. Stronger average revenue per test, greater laboratory efficiency, and product mix optimization all contributed to the gross margin’s improvement to 71.2%, up more than 160 basis points from the previous year.

    Growth was sustained by the company’s oncology hereditary cancer diagnostics as well as rising adoption among unaffected people.

    Prioritizing the Cancer Care Continuum Strategically

    Three main pillars have been the focus of Myriad Genetics’ thorough examination of its long-term growth plan. First and foremost, the firm intends to increase its position in the Cancer Care Continuum (CCC) by expanding its testing offering to encompass Molecular Residual Disease (MRD) diagnostics, immuno-oncology therapy monitoring, and therapy selection.

    The proprietary MRD test is expected to enter early access launch in the first half of 2026. Investments in research, development, commercial capabilities, and customer digital experience are being prioritized to better capture CCC opportunities.

    Financing and Operational Discipline to Support Growth

    To enhance financial flexibility, Myriad Genetics entered into a new $200 million credit facility on July 31, 2025. Additionally, it secured non-dilutive financing from OrbiMed to bolster long-term initiatives.

    The company also aims to grow Prenatal Health revenue through recently launched tests, including the Prequel NIPS test, and plans the commercial debut of the FirstGene Multiple Prenatal Screen in 2026. In Mental Health, emphasis will be placed on high-value GeneSight accounts and leveraging favorable biomarker legislation.

    Myriad Genetics projects high single-digit to low double-digit revenue growth over the next five years, complemented by margin expansion through cost discipline, operational efficiency, and stable pricing strategies.

  • Ondas (ONDS) Stock Advances In Pre-Hour Session On Drone Trial Completion

    Ondas (ONDS) Stock Advances In Pre-Hour Session On Drone Trial Completion

    Ondas Holdings Inc. (NASDAQ: ONDS) extended its recent rally in the pre-market session, with shares advancing 4.49% to $2.79. This follows a notable 21.36% rise in the previous session, which closed at $2.67 after the company announced the successful completion of significant pilot programs for its Iron Drone Raider system in collaboration with governmental homeland security agencies in Europe and Asia.

    Successful Global Pilot Programs

    The pilot programs, initially disclosed during the second quarter of 2025, tested the Iron Drone Raider in a variety of operational environments. Scenarios included GPS-denied conditions, engagements with fast-moving aerial targets, and the deployment of a net-and-parachute capture mechanism to limit collateral damage.

    One program also integrated the system with third-party command-and-control (C2) and drone detection technologies. Both initiatives concluded with strong performance evaluations, affirming the Raider’s operational capabilities and positioning it for scaled deployments.

    Demonstrating Mission-Ready Capabilities

    The Iron Drone Raider proved adept in more than five different operating scenarios throughout the testing, including as full-cycle recovery from its base station and autonomous interceptions in signal-contested situations.

    Every interaction demonstrated the system’s accuracy, dependability, and efficiency in eliminating threats with the least amount of danger. These demonstrations’ success highlights the Raider’s preparedness for actual homeland security and defense missions.

    Positioning for Global Market Expansion

    The growing security dangers posed by hostile drones are driving up demand for counter-unmanned aerial systems (UAS). Ondas’ momentum in the worldwide market is strengthened by the impressive outcomes from European and Asian pilots, which complement earlier achievements in the Middle East.

    Operational feedback confirmed the Raider’s unmatched performance, integration flexibility, and capability for continuous 24/7 threat mitigation.

    Advanced Technology Driving Future Deployments

    The Iron Drone Raider employs a non-kinetic net-and-parachute capture system guided by AI-powered autonomous decision-making. This design ensures safe interception of even evasive drones without collateral damage.

    Its detection-agnostic architecture allows integration with radar, RF, optical, and acoustic systems. Ondas now aims to transition pilot programs into full-scale infrastructure deployments, furthering its 2025 strategic roadmap and strengthening national airspace security initiatives.

  • Cyclacel (CYCC) Stock Sees Strong Pre-Market Performance After New Study Results

    Cyclacel (CYCC) Stock Sees Strong Pre-Market Performance After New Study Results

    As of the most recent check, shares of Cyclacel Pharmaceuticals, Inc. (NASDAQ: CYCC) had increased 32.82% during pre-market activity, to $13.03. The dramatic increase comes after the business published fresh findings from independent clinical studies that show the encouraging outcomes of plogosertib, its PLK1 inhibitor, in a number of cancer models.

    Positive Findings in the Study of Biliary Tract Cancer

    In the journal Cancer Research, Cyclacel highlighted a preclinical study titled “Evaluation of Antitumor Effects of Plogosertib, PLK1 Inhibitor in Biliary Tract Cancer with BUBR1 as a Potential Biomarker.” The results, which were first reported at the annual conference of the American Association for Cancer Research in 2025, showed that plogosertib, both alone and in combination, was sensitive to many biliary tract cancer (BTC) cell lines.

    Mechanistically, it was demonstrated that plogosertib stimulates the development of the mitotic checkpoint complex (MCC) during prometaphase, which results in mitotic arrest and BTC cell death. Importantly, the study found that BUBR1, a crucial mitotic checkpoint protein, may be a biomarker, and that elevated BUBR1 expression is associated with greater treatment sensitivity.

    A Biomarker for Increased Efficacy: BUBR1

    According to the study’s findings, BTC cells with higher BUBR1 expression reacted better to plogosertib and showed synergistic advantages when paired with an ATR inhibitor. These results suggest that PLK1 targeting may be an effective BTC therapeutic approach, particularly for individuals whose tumors show a high level of BUBR1.

    Potential Breakthrough in Fibrolamellar Carcinoma

    In a related development recently, Cyclacel also highlighted research published in the peer-reviewed journal Gut, titled “DNAJ-PKAc Fusion Heightens PLK1 Inhibitor Sensitivity in Fibrolamellar Carcinoma”. The study demonstrated that the DNAJ-PKAc fusion oncoprotein, a driver of Fibrolamellar hepatocellular carcinoma (FLC), renders tumors highly sensitive to plogosertib.

    Researchers discovered that PLK1 plays a critical role in FLC cell survival. In patient-derived in vitro and in vivo xenograft models, pharmacologic inhibition with plogosertib markedly inhibited the development of FLC tumors while preserving normal liver cells. These results provide credence to plogosertib’s further assessment in preclinical and clinical studies as a possible FLC therapy.