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Cisco Shares Soar After Hours Following News of Job Cuts, Earnings
The Wall Street Journal92d agoneutral
Cisco Shares Soar After Hours Following News of Job Cuts, Earnings

16% That’s how much Cisco Systems’ shares were up recently in after-hours trading following the company’s Wednesday announcement that it was cutting jobs as part of shift toward high-growth parts of its business, including artificial-intelligence infrastructure.

Transcript: USA Rare Earth Q1 2026 Earnings Conference Call
Benzinga92d agoneutral
Transcript: USA Rare Earth Q1 2026 Earnings Conference Call

USA Rare Earth (NASDAQ:USAR) reported first-quarter financial results on Wednesday. The transcript from the company's first-quarter earnings call has been provided below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. Access the full call at https://event.choruscall.com/mediaframe/webcast.html?webcastid=c1UqC8rH Summary USA Rare Earth reported a cash position of $128.1 million, with plans to spend $60 million in c

Alibaba Group Q4 Earnings Call Highlights
MarketBeat92d agoneutral
Alibaba Group Q4 Earnings Call Highlights

Alibaba Group (NYSE:BABA) said its stepped-up investments in artificial intelligence, cloud computing and consumption businesses are beginning to translate into faster revenue growth, even as those investments weighed heavily on adjusted earnings and free cash flow in the March quarter. On the comp

Broadcom Enters Earnings As Citi's Top Semiconductor Pick
Benzinga92d agoneutral
Broadcom Enters Earnings As Citi's Top Semiconductor Pick

The question surrounding Broadcom (NASDAQ:AVGO) heading into its next earnings report is not whether the company belongs among the AI trade’s biggest winners. That debate ended a long time ago. The more pressing question is whether a business already generating tens of billions in AI-related revenue can keep growing fast enough to justify a valuation that has briefly crossed $2 trillion. Citi’s answer, for now, is yes. Analyst Atif Malik raised his price target on the stock from $475 to $500 on

Wix.com Q1 Earnings Call Highlights
MarketBeat92d agoneutral
Wix.com Q1 Earnings Call Highlights

Wix.com (NASDAQ:WIX) executives said the company delivered solid first-quarter 2026 growth while accelerating investments in artificial intelligence products, including Wix Harmony and Base44, during the company’s earnings call. President and Co-founder Nir Zohar said the company is focused on usin

WeRide Q1 Earnings Call Highlights
MarketBeat92d agoneutral
WeRide Q1 Earnings Call Highlights

WeRide (NASDAQ:WRD) reported first-quarter 2026 revenue growth of 58% year over year, as management pointed to expanding Robotaxi deployments, broader autonomous driving commercialization and traction for its L2++ advanced driver assistance system. Founder, Chairman and CEO Dr. Tony Han said total

Valneva Q1 Earnings Call Highlights
MarketBeat92d agoneutral
Valneva Q1 Earnings Call Highlights

Valneva (NASDAQ:VALN) reported lower first-quarter revenue and a wider loss for 2026, while management said the company is focused on conserving cash as it awaits the next regulatory steps for its Lyme disease vaccine candidate being developed with Pfizer. Chief Executive Officer Thomas Lingelbach

Eos Energy (EOSE) Q1 2026 Earnings Transcript
Motley Fool92d agoneutral
Eos Energy (EOSE) Q1 2026 Earnings Transcript

Need a quote from a Motley Fool analyst? This call may include forward-looking statements, including, but not limited to, current expectations with respect to future results and outlook for our company.

Nebius (NBIS) Q1 2026 Earnings Transcript
Motley Fool92d agoneutral
Nebius (NBIS) Q1 2026 Earnings Transcript

The first is capacity and scale; second, product and functionality; third dimension is customers and demand; and finally, capital, our fourth dimension. And we have made significant progress on that front.

Tower Semiconductor Q1 Earnings Call Highlights
MarketBeat92d agoneutral
Tower Semiconductor Q1 Earnings Call Highlights

Tower Semiconductor (NASDAQ:TSEM) reported a sharp year-over-year increase in first-quarter 2026 profit and issued guidance for what it said would be the highest quarterly revenue in the company’s history, driven by accelerating demand in silicon photonics and related technologies for AI data center

Nebius Group Q1 Earnings Call Highlights
MarketBeat92d agoneutral
Nebius Group Q1 Earnings Call Highlights

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

Greenbrier (GBX): Buy, Sell, or Hold Post Q1 Earnings?
StockStory92d agoneutral
Greenbrier (GBX): Buy, Sell, or Hold Post Q1 Earnings?

Greenbrier has had an impressive run over the past six months as its shares have beaten the S&P 500 by 12.5%. The stock now trades at $50.56, marking a 19.6% gain. This run-up might have investors contemplating their next move.

Plug Power Gains Momentum After Earnings As Analysts Raise Forecast
Benzinga92d agoneutral
Plug Power Gains Momentum After Earnings As Analysts Raise Forecast

Plug Power Inc. (NASDAQ:PLUG) shares rose on Wednesday as investors reacted to stronger-than-expected first-quarter results and a wave of analyst price target increases. On Monday, the hydrogen fuel cell company reported a first-quarter loss of 8 cents per share, beating expectations for a 9-cent loss. Revenue came in at $163.51 million, ahead of the $141.17 million consensus estimate. Management also reaffirmed progress toward achieving "EBITDAS positive" results in the fourth quarter of 2026.

JD.Com Analyst Raises Estimates On Recovering Profitability, Earnings Inflection
Benzinga92d agoneutral
JD.Com Analyst Raises Estimates On Recovering Profitability, Earnings Inflection

Shares of JD.Com Inc (NASDAQ:JD) surged on Wednesday after the company posted strong first-quarter (Q1) results. Benchmark analyst Fawne Jiang said the Q1 results and second-quarter outlook point to "a clear earnings inflection point," with profitability growth "firmly back on track." The JD.Com Analyst: Jiang, reiterated a Buy rating and raised the price target from $38 to $42. The JD.Com Thesis: Despite a challenging backdrop, the company delivered modestly better-than-expected revenue, margin

Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings
Benzinga92d agoneutral
Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

Lowe's (LOW) Q4 2026 Earnings Transcript
Motley Fool92d agoneutral
Lowe's (LOW) Q4 2026 Earnings Transcript

Marvin Ellison: Thank you, Kate. In the fourth quarter, sales were $20.6 billion and comparable sales increased 1.3%. For fiscal year 2025, we delivered sales of $86.3 billion, positive comparable sales of 0.2% and adjusted operating margin of 12.1%.