Hot or Not, Stock Market Edition: 08/01/2025

Here’s what’s hot (and what’s not) going into the weekend:

• Hot: Rubrik (RBRK) surges on an Amazon partnership; good news abounds for Humana (HUM) 
• Not: Unum Group (UNM) feels the pain after its recent earnings call; things are looking grim for Entegris (NASDAQ: ENTG) at the moment

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🔥 HOT: Shares of Rubrik (NYSE: RBRK) gained 7.0% on Wednesday as the company continues to make the most of its partnership with Amazon to make headlines. Rubrik is a cloud data management company, and its recent partnership with Amazon has given investors confidence that the company can continue to grow after an outstanding first year as a publicly traded company. We agree and give RBRK an A rating in Growth. The Sentiment surrounding the company is also good, earning it a B rating, and its current Momentum is heading in the right direction. Rubrik is still early in its life on the free market, but we see it expanding through the end of next year at least. We give RBRK a Buy recommendation and a Zen Rating of B.

🥶 NOT: Insurance company Unum Group (NYSE: UNM) lost 12.2% after its second-quarter call with investors didn’t go so well. The company reported declining profit despite increased income from plan premiums and a higher total revenue. The company is blaming its lower profits on higher costs due to more claims than they were expecting, which seems to mean that it may need to revise its pricing models and risk calculations. UNM gets an F rating in Growth and a D in Sentiment, which would warrant a sell recommendation if not for the B rating it gets in Value. Overall, we see hard times ahead for UNM and give the stock a C Zen Rating and a Hold recommendation.

🔥 HOT: Good news abounds for Humana (NYSE: HUM) after its second-quarter earnings report on Wednesday. The company’s reported EPS was 6.0% higher than analysts expected, and its quarterly revenue was $516.5 million higher than projections. The biggest news, however, was that the company’s CEO, Jim Rechtin, stated unequivocally that the company doesn’t see the new tax bill hampering its medicare strategy. Humana has struggled lately due to concerns over the future of Medicare, so it gets a D rating in Momentum. Its Financials and Value are excellent, and both metrics get B ratings. We’re more optimistic about HUM than we have been in a while, so we give it a B Zen Rating and a Buy recommendation.

🥶 NOT: The bottom fell out from under Entegris (NASDAQ: ENTG) on Wednesday after its second-quarter earnings report painted a grim picture. The company’s sales were down almost 10% compared with the same quarter of last year, and its EPS was 25% of last year’s value. Entegris ranks 16th out of 29 stocks we cover in the Semiconductor Equipment industry, an industry that gets a D rating on the whole. The stock’s D Momentum rating is its worst score, but it’s a middling stock in a struggling industry. We give ENTG a C Zen Rating.

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