ニュース

First, I would like to welcome Mike Fitzgerald, our CFO, to the call. Mike has been with BWXT since 2022 and previously held the roles of Chief Accounting Officer, Head of Finance and CFO of Government Operations. Second quarter financial results exceeded our expectations, driven by strong execution and pacing of work in Government Operations.

IBRX's Q1 outlook rides on Anktiva's surging uptake, with preliminary revenues showing triple-digit growth ahead of its earnings report later this month.

In addition to this commercialization focus, research and clinical progress remain paramount. Before I cover R&D highlights for the quarter, I would like to acknowledge our CSO, David Altshuler's retirement a year from now and the planned CSO transition to Mark Bunnage, our current SVP and Global Head of Research.

Walmart's (WMT) second P&L has driven a significant upward revaluation of its share price, though UB

Moby summary of Hess Midstream LP's Q1 2026 earnings call

AXT (AXTI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Bullish crossovers of the 80-day trendline typically yield positive returns for DDOG

Hess Midstream Partners (NYSE:HESM) reported first-quarter 2026 results that management said met expectations despite severe winter weather early in the period, while also outlining a lower 2026 capital spending plan and higher adjusted free cash flow outlook. First-quarter operational performance

CRUS gears up for Q4 FY26 earnings with rising revenue and EPS estimates, driven by strong demand in mobile, PCs and growing mixed-signal momentum.

Altria (NYSE:MO) has staged one of the most surprising rebounds in the consumer defensive sector. After bottoming near $58.19 in November 2025, the stock has ripped back to $72.65, posting a 28.09% year-to-date gain. After a strong Q1 2026 print and reaffirmed guidance, the question is whether the run has more room. Our 24/7 Wall ... Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead

CLB's Q1 earnings meet estimates but fall Y/Y as a revenue miss and Middle East disruptions weigh on both key segments.

Alphabet (NASDAQ: GOOGL) trades at $344.40, while Wall Street’s consensus price target sits at $377.29, implying the stock has roughly 9.5% upside. Alphabet owns Google Search, YouTube, Google Cloud, Waymo, and the Gemini AI platform. The stock remains a focal point as AI and cloud growth accelerate at scale, while management commits unprecedented capital to infrastructure ... Analysts See 10% Upside for Alphabet Following Q1 Earnings

Cathie Wood sold a lot of AMD stock last week as it hit highs ahead of the chipmaker's earnings. AMD is still ARK Invest's No. 2 position.

Wireless chips maker Skyworks Solutions (NASDAQ: SWKS) will be announcing earnings results this Tuesday after market close. Here’s what you need to know.

Favorable commodity prices could set up earnings beats for APA, AROC and DVN as the energy season reaches the midpoint.

WISeKey International (NASDAQ:WKEY) reported audited full-year 2025 revenue of CHF 19.3 million, up 62% from CHF 11.9 million in 2024, as the company highlighted progress in shifting from legacy security products toward post-quantum semiconductor platforms and a more integrated “convergence” strateg

AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.

Cloudflare (NYSE:NET) currently trades around $207.07, while the average Wall Street price target sits at $231.85, implying roughly 12% upside. Cloudflare operates a global connectivity cloud that delivers content, secures traffic, and increasingly serves as infrastructure for AI workloads. CEO Matthew Prince has positioned the company as the platform powering the “agentic Internet,” where AI agents run ... Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside

MPLX is set to report Q1 2026 earnings with a stable, fee-based revenue outlook, but weaker oil and gas prices may have pressured volumes.

Aerospace and defense company Huntington Ingalls (NYSE:HII) will be reporting earnings this Tuesday before market hours. Here’s what you need to know.

Cloud computing platform DigitalOcean (NYSE:DOCN) will be reporting earnings this Tuesday before market hours. Here’s what you need to know.

Defense contractor Leidos (NYSE:LDOS) will be announcing earnings results this Tuesday before market hours. Here’s what to look for.

Here are three defense stocks that are expected to post an earnings beat this reporting cycle.

Q1 2026 crypto earnings test whether AI hosting revenue can offset post-halving mining margin pressure for top miners.

Palantir Stock Could Swing 9% After Toady's Earnings

Investing.com -- HSBC on Monday downgraded Advanced Micro Devices to Hold from Buy, raising its price target slightly to $340 from $335, as the bank sees little room for the chipmaker to meaningfully beat market expectations despite strong demand for its server processors.

Stabilus (ETR:STM) reported second-quarter fiscal 2026 revenue of €304.9 million, down 10% year-over-year but higher than the first quarter’s roughly €291 million, as management highlighted steady execution on cost savings and transformation initiatives. Chief Executive Officer Dr. Michael Büchsner