Pre-Market Earnings Report for November 10, 2025 : B, B, TSN, ROIV, KSPI, TSEM, MNDY, CART, STWD, RDNT, BEKE, BXSL

The article details consensus Q3 2025 earnings forecasts for several companies reporting on November 10, 2025, highlighting a mixed outlook with significant year-over-year EPS changes and varied P/E ratios compared to industry averages. Barrick Mining (B) and Kaspi.kz (KSPI) are projected for strong EPS growth, with increases of 83.87% to $0.57 and 69.96% to $4.30, respectively, both exhibiting P/E ratios that imply higher growth potential than their sectors. Conversely, monday.com (MNDY) is forecast for a substantial 58.33% EPS decrease to $0.10, and KE Holdings (BEKE) a 40% decrease to $0.09, while Tyson Foods (TSN) and Tower Semiconductor (TSEM), despite projected Q3 EPS declines, have a history of consistently beating expectations.

Analysis

A varied set of companies is scheduled to report Q3 2025 earnings on November 10, 2025, presenting a mixed performance outlook. Barrick Mining Corporation (B) projects a strong 83.87% year-over-year EPS increase to $0.57, with a 2025 P/E of 15.21 significantly above its industry's 1.10, signaling high growth expectations. Joint Stock Company Kaspi.kz (KSPI) also anticipates robust growth, with a 69.96% EPS increase to $4.30, and a P/E of 6.34 below its industry average of 10.20.

Despite projected Q3 2025 EPS decreases, Tyson Foods (TSN) and Tower Semiconductor (TSEM) have a consistent track record of beating consensus estimates in the past year. TSN beat by up to 26.39%, and TSEM by 5.13%, suggesting potential for positive surprises. Both companies also exhibit P/E ratios implying higher future growth compared to their respective industries.

Conversely, monday.com (MNDY) faces a significant 58.33% projected EPS decrease to $0.10, following a substantial -82.35% miss in Q2 2025, despite a very high implied growth P/E of 235.09. KE Holdings (BEKE) also anticipates a 40.00% EPS decline and previously missed Q4 2024 estimates by -52.63%. Roivant Sciences (ROIV) continues to project negative EPS, with a negative P/E ratio indicating ongoing losses.

RadNet, Inc. (RDNT) forecasts a 27.78% EPS increase but carries substantial risk, evidenced by a prior -105.88% miss in Q1 2025 and "days to cover" exceeding 11 days, indicating high short interest. Its 2025 P/E of 175.36 against an industry 4.60 suggests extremely aggressive growth assumptions that warrant close scrutiny.

Key Decisions for Investors

• Investors should prioritize Barrick Mining (B) and Kaspi.kz (KSPI) for their strong projected EPS growth and favorable P/E metrics, while conducting due diligence on growth sustainability
• Consider monitoring Tyson Foods (TSN) and Tower Semiconductor (TSEM) for potential positive earnings surprises, given their consistent history of beating estimates despite projected Q3 EPS declines
• Exercise caution with monday.com (MNDY), KE Holdings (BEKE), and RadNet (RDNT) due to significant projected EPS decreases, prior misses, and high implied growth expectations (P/E) that may not be justified
• Scrutinize companies with extremely high P/E ratios relative to their industry, such as RadNet (RDNT) and monday.com (MNDY), as these valuations embed aggressive growth assumptions that could lead to volatility if not met