Stocks in Play - October 30th 2025

Stocks in Play: EBS, LLY, CVU

Welcome to today's Stocks in Play report. Below are the key stocks to watch, along with brief x-ray and analysis.

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Today’s Picks

1) Emergent Biosolutions (EBS)

X-Ray EBS: Industry Group: Drug Manufacturers - Specialty & Generic, Market Cap: 501.50M, Float: 51.25M Short Interest 17.23%, Days to Cover: 8.06, Exchange: NYSE

Significantly beat both revenue and EPS expectations, showed margin expansion, and raised full-year guidance. 13% Beat on Revs vs Consensus and 2000% Beat on EPS. After several Quarters of revenue decline they have now returned to growth. Margin Expansion. High Short interest and days to cover. The stock has recovered significantly since April lows but is still just at the top of a larger range.

2) Ely Lilly (LLY) (LLYX Leveraged ETF)

X-Ray LLY: Industry Group: Drug Manufacturers - General, Market Cap: 769.97B, Float: 849.83M Short Interest 0.81%, Days to Cover: 1.53, Exchange: NYSE

Truly astounding growth for such a big company. Solid beat on Revs (54% YoY) EPS (+495% YoY), Huge Gross Margin numbers, KPIs growing triple digits (GLP-1s). Certainly a slower mover but nice chart pattern and has been in a range for almost 2 years now. LLY performance is very much in contrast to their competitors. Leveraged ETF makes this one tradable for me. Potential for a sustained albeit slower move.

Honorable Mention

CVU: Potential to be the story stock of the day. Announced that they have been awarded a contract/order from Raytheon to manufacture structural missile wing assemblies. No Dollar amount disclosed but that’s a big association from a $30m market cap company. Likely to be super volatile and always remember these sorts of micro names tend to burn out quickly.

X-Ray CVU: Industry Group: Aerospace & Defense, Market Cap: 30.75M, Float: 9.21M Short Interest 0.20%, Days to Cover: 0.39, Exchange: AMEX

Market Awareness

Red open today which we want to see. Let’s see if the dip gets bought here quickly. Nothing much else to think about. Positions are working in the overall. We can’t go up every day (I think)… I do note how low the T2108 is though when we’re making new highs. Very narrow move in the last few days. That will resolve eventually to either more participation or else a pullback.

Delayed Reaction Watchlist (click here Tradingview)

Sources & Services I Use in my Trading:

• Finviz - Short Interest, Float, Articles, Fundamentals (Free)

• Benzinga Pro - News Source + News Squawk + Earnings Data (Paid)

• Tradingview - Charting & Scanning (Paid)

• Koyfin - Fundamental Data (Paid)

• EarningsWhispers - Earnings Calendar (Free)

• Tradersync - Trade Journal (Paid)

_{PS: There are many ways to trade stocks in play. It does not have to be the one that keeps going straight up and sometimes it doesn’t even have to be day one of the catalyst. Everyone must find a setup, timeframe and method that works for them. This list is supposed to educate on the criteria I use and the methods in which I find Stocks in Play. Yours may differ and that is completely okay.}