Hot or Not, Stock Market Edition: 07/25/2025

What’s steaming up — and what’s simmering down? Here’s the story: 

• Hot: Cal-Maine Foods (CALM) surprises the market; GE Vernova (GEV) makes a move that’s hard to ignore
• Not: Enphase (ENPH) hits a slump; mixed news and forecasts for Fiserv’s (FI)

P.S. For more stocks making moves, check out our new Zen Ratings Upgrades & Downgrades screener.

🔥 HOT: Stay calm, but Cal-Maine Foods (NASDAQ: CALM) was one of the hottest stocks in the market earlier this week, gaining 13.8% after an outstanding earnings beat. The company’s revenue for the fiscal fourth quarter rose by an astonishing 72.2% to $1.1 billion, 21.4% higher than Wall Street analysts expected to see. Its EPS was also better than expected, coming in at $7.04 per share, 12.3% higher than the expected value of $0.77 per share. We believe that CALM’s price is still low and give the stock an A rating in Value. We also give it an A rating in Financials and a B in Growth. CALM is on a roll right now, and we give it a Strong Buy recommendation with an overall Zen Rating of A.

> Learn more about our Value ratings here

🥶 NOT: Shares of Enphase (NASDAQ: ENPH) slumped 14.2% on Wednesday after it updated its revenue projection for the upcoming quarter to between $330 million and $370 million, which just barely contains Wall Street’s consensus estimate of $368 million. The solar industry is under duress due to the dual threat of tariffs and renewable energy program rollbacks, making it difficult to recommend any exposure to the solar industry at this time. ENPH has already lost 48.0% this year, and we expect more of the same for the foreseeable future. Our analysis gives ENPH D ratings in both Momentum and Sentiment. There’s an outside chance for recovery over mid and long timeframes, but it’s not enough to earn the stock a Buy recommendation. We give ENPH a C Zen Rating and a Hold recommendation.

🔥 HOT: With earnings season in full swing, GE Vernova (NYSE: GEV) grabbed Wall Street’s attention by outstripping its EPS projections by nearly 15% and gaining 14.6% by market close. Despite fewer orders for wind power equipment and electrification equipment, Vernova’s overall order volume rose by 12%. While modest growth is a good sign, the real catalyst for GEV’s big gain came from its updated guidance. The company now expects to pull in around $37 billion this year, which is at the upper end of its previous full-year guidance range. Our analysis gives GEV A ratings in Momentum, Safety, and Sentiment but a concerning C rating in Financials. Still, with the demand for power on the rise, we see GEV as a Buy and give it a Zen Rating of B.

🥶 NOT: Fiserv’s (NYSE: FI) year just keeps getting worse. The company lost 13.9% on Wednesday, its largest single-day loss since it IPOed almost 30 years ago. After a poor earnings report that included lower guidance and pessimistic projections for the upcoming quarter, investors questioned the company’s leadership and plan for the future, especially with respect to payment processing, a market that’s becoming increasingly competitive and saturated. We aren’t willing to write off FI entirely yet, but with the stock down 30.9% YTD and the company softening its guidance, we give it a Zen Rating of C and a Hold recommendation. Keep your eye on this one.

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