Did the company provide any guidance for the third quarter or full year 2025 earnings and cash flow?

Answer:

No – the release of Chicago Atlantic BDC’s Q2 2025 results does not contain any forward‑looking guidance for either the third quarter of 2025 or the full‑year 2025 earnings or cash‑flow. The company simply reported the Q2 figures and did not disclose any projections or targets for the upcoming period.

Trading implications:

* Short‑term bias: With no guidance, the market will price‑in expectations based on historical trends and peer performance. The lack of a Q3 outlook can keep the stock’s near‑term momentum muted, so a neutral‑to‑light‑short stance may be prudent until the next guidance update (typically in the Q3 earnings call).

* Long‑term view: Analysts will have to rely on the company’s historical cash‑flow generation and the broader BDC sector’s credit‑cycle dynamics. If the Q2 results showed solid cash‑flow conversion and a stable net asset value, the stock could still be a modest‑risk carry in a “buy‑the‑dip” play, but the absence of guidance adds a layer of uncertainty that should be reflected in a wider position‑size or a tighter stop‑loss.

Actionable take‑away: Monitor the upcoming Q3 earnings release (likely in early October 2025) for the first explicit guidance. In the meantime, consider a short‑term defensive posture or a small, opportunistic long position with a clear exit plan if the market reacts strongly to any later guidance.