Stock Movers Constellation Brands Drops, Olaplex Tumble, Semtech Rises After Earnings
Aug 26, 2025
This podcast dives into the contrasting fates of key stocks in the market. Constellation Brands faces a decline due to weak consumer demand and analyst concerns ahead of an investor conference. Olaplex's shares take a hit following its acquisition announcement, sparking investor skepticism. Meanwhile, Semtech rejoices as it reports better-than-expected earnings, driving its stock upward. The discussion also touches on the importance of strategic investment approaches in a volatile market, including a nod towards exploring alternative assets like cryptocurrency.
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Constellation Faces Potential Guidance Cut
- Citi opened a negative 30-day catalyst watch on Constellation Brands ahead of its Sept. 2 investor presentation.
- Analysts expect the company may lower 2026 guidance due to weak beer demand and aluminum-can tariff costs.
Olaplex's TikTok Fame Meets Acquisition News
- Olaplex is known for popular hair-care products and TikTok-driven trends like the "Olaplex bun."
- The company announced acquiring Purvala Bioscience and investors reacted negatively with shares down about 2.6%.
Semtech Rally Driven By Smartphone Demand
- Semtech reported Q2 adjusted EPS of $0.41, well above prior-year $0.11 and beat expectations.
- Management forecast Q3 in line with estimates and analysts link strength to smartphone and iPhone-related revenue growth.