ER: NTLA& CEG

Laurentiu Chisca
08-07

1.

$Intellia Therapeutics(NTLA)$ had a strong Q2, with key trials moving faster than expected and cash to fund operations into 2027.

CEO John Leonard said, “We are exceeding many of our internal expectations.”

The company is making steady progress toward its first commercial launch, with major data updates and a BLA filing expected in 2025–2026. With growing momentum, the outlook is full of potential.

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2.

$Constellation Energy Corp(CEG)$ delivered a standout Q2, with adjusted EPS of $1.91 and a reaffirmed full-year outlook of $8.90–$9.60, driving shares up 8%.

Backed by strong commercial performance and key milestones like the Meta deal and Crane restart, growth momentum is accelerating. As CEO Joe Dominguez stated, “We’re doing our part to ensure reliability and affordability.”

With bipartisan support for nuclear energy and the Calpine acquisition on track, Constellation is positioned to lead the clean energy transition while delivering double-digit EPS growth through 2030.

The outlook remains strong.

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Profit Turnaround+High Growth! Hidden Gems of Earnings Season?
This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.
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