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BigBear.ai stock plummeted on a large earnings miss, while Plug Power and AMC stock slid. In contrast, Monday.com's stock tanked. Despite the negative news, S&P 500 companies are expected to report an 11.8% jump in earnings per share during Q2, exceeding analysts' expectations of a 5% growth rate. Earnings season is winding down, with companies such as AMC, Cava, Cisco, CoreWeave, Deere, On, and Oklo reporting results.

Second quarter earnings season is winding down, and with most of the reports in, the results have been mostly positive. Data from FactSet published Friday showed that with 90% of the index having reported results, analysts expect S&P 500 companies to report an 11.8% jump in earnings per share during the second quarter [1]. Companies had a lower expectation bar to clear coming into the quarter — analysts expected S&P 500 earnings to rise 5% in Q2, the slowest pace of earnings growth since Q4 2023 — amid President Trump's tariffs, stocks' lofty valuations, and uncertainty about the health of the US economy.

However, not all companies reported strong earnings. BigBear.ai stock plummeted on a large earnings miss, while Plug Power and AMC stock slid. Monday.com's stock tanked as well. Despite the negative news, the overall earnings season has been positive, with many companies beating expectations.

Earnings this week included AMC (AMC), Cava (CAVA), Cisco (CSCO), CoreWeave (CRWV), Deere (DE), On (ONON), and Oklo (OKLO). Among the notable reports, DLC Group (TSX: DLCG) reported exceptional Q2 2025 results with significant growth across key metrics. The company achieved a 31% revenue increase to $24.6 million, driven by a 25% growth in funded mortgage volumes to $21.1 billion. Key highlights include a 48% increase in Adjusted EBITDA to $12.6 million, 89% growth in net income to $7.7 million, and doubled adjusted earnings per share to $0.10 [2].

While the earnings season has been mixed, the outlook remains positive. Despite facing tougher comparable quarters ahead, management at DLC Group remains optimistic about continued growth through 2025. The company's Velocity platform adoption expanded to 82% from 72% year-over-year, indicating a strong market presence and customer engagement.

As earnings season winds down, investors can expect to see more positive news as the majority of S&P 500 companies have reported earnings that exceeded expectations. However, it's essential to monitor individual company performance and the broader market trends to make informed investment decisions.

References:
[1] https://finance.yahoo.com/news/live/earnings-live-mondaycom-stock-tanks-amc-set-to-report-as-q2-earnings-season-starts-winding-down-113339564.html
[2] https://www.stocktitan.net/news/BRLGF/dlc-group-announces-strong-q2-results-with-31-increase-in-revenue-3f7zn499rhsx.html