Late Night Market Recap Winners Losers and What Moved

 night.owl
 
  night.owl
 
Follow  Message
 
 
 
Night.Owl masters market recaps, offering sharp analysis that uncovers hidden patterns and key moves. Stay ahead with Night.Owl’s expert insights.
 

•  30 Oct 2025
 

•   CAH  
   
  +0.49%
•   CMCSA  
   
  +1.90%
•   CMG  
   
  -2.58%
•   COIN  
   
  +4.65%
•   CROX  
   
  -1.03%

$CMG took a massive hit today, down 18.18% on enormous volume of over 109 million shares traded. The fast-casual restaurant chain reported third-quarter earnings that met expectations at 29 cents per share, but the real damage came from disappointing revenue and a concerning outlook. The company is struggling to get customers through its doors as younger consumers tighten their spending, and management decision to cut full-year guidance sent the stock into freefall. Despite the carnage, some analysts see opportunity in the wreckage, with BTIG and TD Cowen maintaining buy ratings and suggesting the stock could rebound 38% from current levels. Other analysts weren't as optimistic, with at least five firms slashing their price targets in response to the weak traffic and margin pressures.

$CMCSA faced its own challenges today, dropping 4.24% as Comcast warned of mounting pressures in its broadband business, which has long been considered cornerstone unit. The cable and media giant lost 104,000 broadband customers during the quarter, marking the fourth consecutive quarter it failed to grow its subscriber base. Despite beating earnings estimates with non-GAAP EPS of $1.12 and declaring a $0.33 dividend, investors focused on the troubling trend in the core business. The revenue miss of $520 million didn't help matters, and concerns about a potential deal for Warner Bros Discovery assets under a Trump administration added to the uncertainty.

$GOOG provided one of the day bright spots, surging 2.45% after Alphabet posted what can only be described as a blowout quarter. The tech giant reported its first-ever $100 billion revenue quarter, with the company earning an adjusted $3.10 per share on revenue of $102.35 billion. Wall Street praised the results, particularly the strength in AI-driven growth across Search, YouTube, and Cloud services. The company surged to $155 billion, and management decision to boost capital spending for AI infrastructure impressed analysts who see Alphabet solidifying its position as an AI leader. The company also declared a $0.21 dividend, adding to shareholder returns.

$MO struggled today, falling 7.8% as Altria Group faced headwinds in both its smokeable and oral tobacco businesses. The Marlboro maker reported third-quarter adjusted earnings that beat expectations thanks to higher pricing and cost savings, but sales declines in cigarettes and oral tobacco products weighed heavily on sentiment. The stock crossed below its 200-day moving average, a technical signal that concerned traders. On a more positive note, the company did raise its 2025 EPS guidance and expanded its share repurchase program to $2 billion while launching its on! PLUS product in key states.

$COIN saw a 5.77% decline despite posting strong results that beat Street estimates across the board. Coinbase reported non-GAAP EPS of $1.44, crushing expectations by $0.27, while revenue of $1.87 billion beat by $70 million. The crypto exchange benefited from robust trading volumes during the quarter, and one analyst even upgraded the stock from sell to buy. The fact that shares still fell suggests investors may have been looking for even stronger results or were taking profits after a strong run.

$CAH was one of the biggest winners, rocketing 15.43% higher after Cardinal Health raised its fiscal 2026 EPS guidance. The healthcare services company reported adjusted earnings of $2.55 per share for the first quarter, beating estimates by a significant margin. Sales increased across all business segments, with the company delivering double-digit growth in multiple areas. Management raised full-year non-GAAP EPS guidance to a range of $9.65 to $9.85, a $0.35 increase from previous expectations, and the acquisition of Solaris Health added to the positive momentum.

$CROX down 2.54% despite Crocs reporting earnings that beat profit expectations. The footwear company posted non-GAAP EPS of $2.92, beating by $0.56, while revenue of $996.3 million topped estimates by nearly $35 million. However, third-quarter profit declined from the same period last year, and wholesale revenues dropped 14.7% year-over-year. The company did set fourth-quarter outlook above Street views and continues to generate strong cash flow that's fueling share buybacks, but the mixed signals from the earnings report kept a lid on the stock.

View All Headlines