Nyse Order Imbalance 17812.0 Shares On Sell Side

What Happened?

A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut. New York Federal Reserve President John Williams stated he sees “room for a further adjustment” in the near term, sparking a significant market rally. Following his remarks, the probability of the central bank cutting rates at its December meeting jumped from 39% to over 73%, according to the CME FedWatch tool. This positive sentiment provided relief to markets amid concerns over high valuations, particularly in AI-related stocks.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Casino Operator company Bally's jumped 8.4%. Is now the time to buy Bally's? Access our full analysis report here, it’s free for active Edge members.
• Leisure Products company Brunswick jumped 8.2%. Is now the time to buy Brunswick? Access our full analysis report here, it’s free for active Edge members.
• Real Estate Services company Compass jumped 7.7%. Is now the time to buy Compass? Access our full analysis report here, it’s free for active Edge members.
• Real Estate Services company RE/MAX jumped 8.1%. Is now the time to buy RE/MAX? Access our full analysis report here, it’s free for active Edge members.
• Wireless, Cable and Satellite company Cable One jumped 8%. Is now the time to buy Cable One? Access our full analysis report here, it’s free for active Edge members.

Zooming In On Bally's (BALY)

Bally’s shares are extremely volatile and have had 71 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 7 days ago when the stock gained 6.5% on the news that analysts raised their price targets for the stock. Specifically, Truist Securities analyst Barry Jonas increased the firm's price target on Bally's to $18.00 from $13.00, while maintaining a 'Hold' rating on the shares. In a similar move, Macquarie also lifted its price target to $17 from a previous $12, and kept its 'Neutral' rating. These adjustments suggested that while analysts' broader views on the stock were unchanged, they saw greater potential value in the company's shares than before.

Bally's is down 10.8% since the beginning of the year, and at $17.34 per share, it is trading 21.4% below its 52-week high of $22.07 from November 2024.

What Happened?

A number of stocks fell in the afternoon session after the broader U.S. stock market declined amid investor caution and a pullback in technology stocks. 

The main story? Investors are cashing in on a good run and feeling a bit cautious. After a fantastic run, many of those high-flying AI and technology stocks saw investors take profits: selling shares to lock in their gains.This is often called a "market rotation." Money is moving out of the red-hot tech sector (which some worry has become too expensive) and into other parts of the market that investors may currently deem more stable or reasonably-priced. 

There's a secondary reason for the cautious mood: The long government shutdown came to an end. Though it's typically interpreted as good news, it also means a flood of delayed economic reports will be released. For weeks, investors were "flying blind" without key updates on the economy's health, like inflation data and the jobs report. In typical "sell the news" fashion, investors may also be taking profits and selling in anticipation that the new data would potentially give the Federal Reserve reasons to slow or even pause future rate cuts.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Media company fuboTV fell 5.5%. Is now the time to buy fuboTV? Access our full analysis report here, it’s free for active Edge members.
• Toys and Electronics company Funko fell 5%. Is now the time to buy Funko? Access our full analysis report here, it’s free for active Edge members.
• Specialized Consumer Services company 1-800-FLOWERS fell 6.9%. Is now the time to buy 1-800-FLOWERS? Access our full analysis report here, it’s free for active Edge members.
• Apparel and Accessories company Tapestry fell 3.4%. Is now the time to buy Tapestry? Access our full analysis report here, it’s free for active Edge members.
• Wireless, Cable and Satellite company Cable One fell 3%. Is now the time to buy Cable One? Access our full analysis report here, it’s free for active Edge members.

Zooming In On 1-800-FLOWERS (FLWS)

1-800-FLOWERS’s shares are extremely volatile and have had 42 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 14 days ago when the stock gained 6.7% on the news that it reported results for its third calendar quarter of 2025, which included a forward-looking savings plan that investors appeared to focus on. 

The gift retailer's revenue fell 11.1% year-on-year to $215.2 million, falling short of analyst forecasts. The company's adjusted loss per share also widened to $0.83, which was a deeper loss than Wall Street had expected. Despite these results, the positive stock reaction suggested investors were encouraged by the company's future strategy. 1-800-Flowers announced it planned to achieve an additional $50 million in gross savings over the next two years. The company's CEO noted that the current fiscal year marked a 'pivotal year of stabilization' aimed at laying the foundation for long-term growth.

1-800-FLOWERS is down 61.7% since the beginning of the year, and at $3.00 per share, it is trading 67.1% below its 52-week high of $9.09 from February 2025. Investors who bought $1,000 worth of 1-800-FLOWERS’s shares 5 years ago would now be looking at an investment worth $137.89.

Cable One’s third quarter was marked by subscriber losses and operational challenges that contributed to a negative market reaction. Management attributed the downturn to a mix of higher customer churn, intensified competition, the winding down of promotional offers, and disruptions from a major billing system migration. CEO Julie Laulis described the quarter as “disappointing,” citing that the combination of macroeconomic factors and internal changes led to an unusual spike in customer attrition. Management highlighted that while connect trends showed some improvement, the overall impact from these pressures dominated the period.

Is now the time to buy CABO? Find out in our full research report (it’s free for active Edge members).

Cable One (CABO) Q3 CY2025 Highlights:

• Revenue: $376 million vs analyst estimates of $378.9 million (4.5% year-on-year decline, 0.8% miss)
• Adjusted EPS: $18.89 vs analyst estimates of $9.25 (significant beat)
• Adjusted EBITDA: $201.9 million vs analyst estimates of $203 million (53.7% margin, 0.6% miss)
• Operating Margin: 25.2%, down from 28% in the same quarter last year
• Residential Data Subscribers: 1.01 million, down 49,400 year on year
• Market Capitalization: $643.4 million

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Cable One’s Q3 Earnings Call

• Craig Moffett (MoffettNathanson): Asked about long-term leverage targets and whether more aggressive strategies are being considered to address broadband ARPU and net subscriber losses. CFO Todd Koetje emphasized ongoing debt reduction, while CEO Julie Laulis noted platform migrations are behind them and highlighted connect improvements in recent months.
• Gregory Williams (TD Cowen): Questioned the relative impact of competition, promo roll-offs, and billing migration on churn, and inquired about future pricing adjustments. Laulis responded that no single factor dominated, with all contributing equally, and stated there are no planned high-speed data price hikes but alternative revenue initiatives are under review.
• Sebastiano Petti (JPMorgan): Sought clarity on low-end subscriber pressure and the progress of Lift and Flex products. Laulis confirmed increased low-end competition from cell phone internet and described Lift as showing promising retention, with Flex rollout expanding in Q4.
• Steven Cahall (Wells Fargo): Asked about the potential impact of increased move activity on connect trends and the outlook for SG&A expenses. Laulis said move activity remains low and stressed the importance of winning each new customer opportunity, while Koetje expects SG&A to normalize as migration-related costs subside.
• Brandon Nispel (KeyBanc Capital Markets): Requested updates on fiber overlap and the expansion of fixed wireless competitors like AT&T Air. Koetje reported fiber overlap remains stable, and Laulis expressed optimism that the Flex product and mobile launch could help counter fixed wireless threats.

Catalysts in Upcoming Quarters

Looking ahead, the StockStory team will be watching (1) whether Cable One’s retention programs and segmentation strategies translate into sustained improvements in customer churn, (2) the adoption rates and impact of new products like mobile and Tech Assist on subscriber trends and ARPU, and (3) the company’s ability to manage competitive pressures from fiber and fixed wireless providers while maintaining profitability. Execution in these areas will be key markers of Cable One’s progress.

Cable One currently trades at $117, down from $133.82 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members).

High-Quality Stocks for All Market Conditions

If your portfolio success hinges on just 4 stocks, your wealth is built on fragile ground. You have a small window to secure high-quality assets before the market widens and these prices disappear.

Don’t wait for the next volatility shock. Check out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return).