3 Stocks To Watch: Can Post-Earnings Optimism Fuel Short-Term Gains?
3 Stocks To Watch: Can Post-Earnings Optimism Fuel Short-Term Gains?
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3 Stocks To Watch: Can Post-Earnings Optimism Fuel Short-Term Gains?

🕒︎ 2025-11-07

Copyright Forbes

3 Stocks To Watch: Can Post-Earnings Optimism Fuel Short-Term Gains?

Note: This article is not an in-depth dive – just a quick highlight of three companies that recently raised guidance following strong quarterly results. Investors seeking short-term gains may find opportunities in post-earnings momentum. These three names have raised their guidance following upbeat quarterly results. Will this optimism translate to short-term gains? Globus Medical (GMED) Medical device company Globus Medical (GMED) raised its FY25 EPS guidance from $3.00–$3.30 to $3.75–$3.85, comfortably above the $3.21 consensus, and sees annual revenue of $2.86–$2.90 billion, higher than both the $2.86 billion consensus estimate, and prior guidance of $2.80–$2.90 billion. The company provides musculoskeletal solutions, including medical devices and enabling technologies for spine, orthopedics, trauma, and other surgical procedures. Its products are generally intended for use by surgeons and other healthcare professionals. Recently it acquired Nevro Corp. to expand its portfolio into spinal cord stimulation for chronic pain management. The Nevro acquisition is expected to be accretive to earnings in 2025 - a year earlier than expected, reducing integration risks. In August, Globus Medical won a patent infringement case against competitor Life Spine. A jury ruled that Life Spine’s ProLift implants violated Globus’s RISE expandable cage patent and awarded GMED $9.5 million in damages, reinforcing the strength of its intellectual property. ** Alarm.com (ALRM) Smart security solutions provider Alarm.com (ALRM) raised FY25 EPS guidance to $2.53 from $2.40, and expects revenue near $1.0 billion, higher than prior projected $990 million to $996.4 million. Analysts expect earnings of $2.37 per share on revenues of $993.7 million. SaaS and license revenue - a key recurring revenue stream, is now expected to be in the range of $685.2 million to $685.4 million, up $4.1 million from the midpoint of prior guidance. The guidance bump reflects optimism about the growing adoption of smart home security solutions. Alarm.com is a cloud-based platform for smart security and home/business automation solutions. A key differentiator for Alarm.com is its use of a dedicated, secure cellular connection for critical security alerts, which makes the system more reliable than ones relying solely on phone or internet lines that can be cut or go down during a power outage. Alarm.com’s platform uses AI and machine learning to power features like smart video analytics and unexpected activity alerts, for reducing false alarms. Alarm.com said in its earnings call that Energy Hub's strong Q3 performance included some contributions pulled forward from Q4 and which combined with other factors, create a modest seasonal headwind to consolidated SaaS growth in Q4. This likely explains why the stock initially pulled back in early trading before recovering. The company also gave an early peek into 2026 numbers, projecting SaaS and license revenue of between $722 million and $724 million and total revenue between $1.037 billion and $1.044 billion. It sees non-GAAP adjusted EBITDA of $210 million-$212 million for 2026. All these figures come in above 2025 projections, sending bullish signals. ** Expedia (EXPE) Online travel agent Expedia Group (EXPE) delivered a notably confident outlook, raising its FY25 revenue growth guidance to 6–7% from 3–5% and gross bookings growth to 7% from 3–5%. It also projects annual adjusted EBITDA margin expansion of 2%, double its earlier forecast of 1%. Expedia’s B2B division — which provides technology and booking services to corporate travel firms, offline agents, and financial institutions — remains a major growth driver. B2B bookings rose 26% year-over-year in Q3, marking the 17th consecutive quarter of double-digit growth, driven by new agency partnerships and the expansion of its agent loyalty program. The company also reported its fastest growth in U.S. room nights in more than three years, an encouraging sign even as people cut back on travel amid inflationary pressures and economic volatility. Still, U.S. growth continued to trail international markets, with room nights in Asia ⁠up over 20%. **

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