Quarterly results, guidance revisions and the gap between expectations and delivery.
152 report(s) in the archive
The Polish e-commerce firm's stock rally followed a rating change rather than new company guidance, according to wire reports.
Allegro.eu shares rallied after Barclays upgraded the stock, with the bank citing multiple growth levers still available to the company.
The homebuilder trimmed its full-year 2026 delivery guidance for a second time as quarterly earnings declined, even as the broader market rallied on Fed news.
Lennar cut its full-year 2026 delivery target again and reported lower Q3 earnings, a sign the housing slowdown is deepening.
The boat maker beat earnings estimates by three cents a share, with a recent merger adding to the top line.
MasterCraft shares rose 6% after the company beat earnings estimates by $0.03 a share and posted revenue above forecasts, helped by a merger.
The security-analytics firm topped both earnings and revenue forecasts for its latest quarter, beating per-share estimates by 4 cents.
Cognyte Software beat second-quarter earnings expectations by $0.04 per share with revenue also topping estimates, sending shares up 9%.
The Japanese chip-equipment maker posted a soft first quarter but told investors to expect a record year.
SCREEN Holdings lifted its full-year guidance to a record level even as it reported a soft first quarter for fiscal 2027.
One data-center operator's revenue doubled in two quarters while the other's fell 43% from its peak, widening the gap between AI infrastructure players.
Applied Digital's revenue has doubled over two quarters even as IREN's has fallen 43% from its peak, a widening split between two data-center operators competing for AI workloads.
The chipmaker beat estimates in its fiscal third quarter, but investors sold the stock anyway, focusing on near-term caution rather than a projected 400% jump in AI revenue over two years.
Broadcom's stock dipped despite strong fiscal Q3 results, a disconnect analysts attribute to short-term profit-taking rather than any change in the company's AI growth trajectory.
Strong AI-driven sales were not enough to fully impress investors as the broader earnings season winds down.
Broadcom reported strong AI revenue growth, but according to Yahoo Finance, Wall Street wanted an even bigger number.
The company cut its own guidance and admitted the fixes it already tried aren't working, days before Heidi O'Neill takes over as CEO.
Lululemon shares fell 17% on September 4 after management said its current turnaround plan is failing and guided to further losses ahead.
Ambarella, Asana, eGain and Lululemon all beat estimates yet still fell — while Zscaler and Smith & Wesson climbed on similar beats, showing investors are now grading the outlook, not just the quarter.
Ambarella fell 11% after beating Q2 2027 estimates, and Asana, eGain and Lululemon all posted beats that failed to lift their shares, while Zscaler and Smith & Wesson rose on beats of their own.
Investors read Dell's earnings as evidence that AI hardware spending is broadening past the handful of major cloud providers that dominated early demand.
Dell's latest results showed AI hardware demand extending to customers outside the major cloud providers, and investors used that as reassurance for Nvidia even as a separate report raised questions about Nvidia losing market share.
Dell posted a record $60.9 billion AI order quarter and beat on guidance, yet investors reacted with less enthusiasm than the headline numbers suggest.
Nvidia rose 4% on a reported $12.9 billion Hugging Face deal and Dell jumped 8% on a guidance beat, but a separate report says Dell's record $60.9 billion AI order backlog left stock investors unimpressed.
The cybersecurity firm topped quarterly forecasts the same day it announced the acquisition.
Palo Alto Networks beat quarterly earnings estimates and simultaneously announced the acquisition of AI platform Console, sending its stock higher.
The subsea equipment rental firm's first-half profit declined, and the stock has been sliding in the sessions since the earnings call.
Ashtead Technology's stock dropped after its H1 2026 earnings call revealed a slip in profit, extending a decline that had already been under way.
A Seeking Alpha analysis argues investors chasing Marvell's pullback after Q2 results are moving too fast.
An analysis published after Marvell's fiscal Q2 report argues that buying the stock's dip is premature, even as other coverage floats Marvell as a potential $100 billion AI stock.
Science Applications International Corp topped estimates and lifted its outlook, sending the defense contractor's stock up sharply.
Science Applications International Corp (SAIC) shares rose 7% after the company beat earnings estimates and raised its guidance.
A strong week of subscription-software earnings is undercutting the year-long fear that AI assistants would gut the software-as-a-service business model.
Commentators are calling the months-long 'saaspocalypse' scare overdone after a strong week of software earnings, with one analysis saying the sector's rally could extend through October.
CEO Hock Tan has not changed his forecast of more than $100 billion in AI revenue by 2027, but the market is now paying a quarter less for it.
Broadcom stock trades 25% below its high even though Hock Tan's 2027 AI revenue guidance of over $100 billion has not moved since June, while the market prices AMD's less-certain AI chip challenge very differently.
Yields held steady after the new Fed chair said inflation work isn't done, a sign investors believe his inflation talk without demanding more detail on rate path.
Kevin Warsh's first major public remarks as Fed chair reassured bond investors even though he offered only a little more guidance than his predecessor.
Air New Zealand topped quarterly earnings estimates while Virgin Australia beat on profit and pulled back on capacity growth even as it raised its revenue outlook.
Air New Zealand beat its Q2 2026 earnings-per-share forecast and Virgin Australia posted a profit beat while raising its revenue outlook, even as both signaled more caution on capacity.