Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
A number of stocks jumped in the afternoon session after markets continued to rally as investor optimism grew for a potential Federal Reserve interest rate cut in September. This optimism was largely fueled by a recent consumer price index report that showed inflation easing, along with public comments from Treasury Secretary Scott Bessent advocating for a significant 50-basis-point rate cut. The prospect of lower borrowing costs tends to boost rate-sensitive sectors like Business Services, as it can encourage companies to increase spending on consulting, IT projects, and staffing.
Credit reporting company TransUnion (NYSE:TRU) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 9.5% year on year to $1.14 billion. The company expects next quarter’s revenue to be around $1.13 billion, close to analysts’ estimates. Its non-GAAP profit of $1.08 per share was 9% above analysts’ consensus estimates.
Shares of credit reporting company TransUnion (NYSE:TRU) jumped 3.5% in the afternoon session after the company reported strong second-quarter earnings that surpassed expectations and raised its full-year guidance. The credit reporting company announced second-quarter revenue of $1.14 billion, a 10% increase from the prior year, and adjusted earnings of $1.08 per share. These results surpassed Wall Street's expectations. The strong performance was reportedly driven by its U.S. Financial Services segment. Adding to the positive news, TransUnion raised its full-year 2025 forecast. The company now expected adjusted earnings per share in a range of $4.03 to $4.14, with organic revenue growth between 6% and 7%. This report marked the seventh consecutive quarter that the company had exceeded its own financial guidance, signaling consistent operational strength.
TransUnion (NYSE: TRU) delivered a strong Q2, with 10% revenue growth and adjusted EPS of $1.08, driven by growth in US and international markets. It also raised its 2025 guidance, despite market uncertainties.
Credit reporting company TransUnion (NYSE:TRU) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 9.5% year on year to $1.14 billion. The company expects next quarter’s revenue to be around $1.13 billion, close to analysts’ estimates. Its non-GAAP profit of $1.08 per share was 9% above analysts’ consensus estimates.
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets.
But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how data & business process services stocks fared in Q1, starting with TransUnion (NYSE:TRU).
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%.
But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
