High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
HubSpot gave investors a first-quarter report that showed several positive headline numbers, but Bank of America came away focused on a different part of the story. The firm downgraded HubSpot to underperform from buy and cut its price objective to $180 from $300, arguing that the ...
Disney’s earnings beat showed parks and cruises still have pricing power while streaming losses continue to narrow.
The Wedbush analyst is dismissive of the investor panic over the sell-off in PLTR.
The Mosaic Company will release earnings for its first quarter before the opening bell on Monday, May 11. Analysts expect the company to report quarterly earnings of 22 cents per share, down from 49 cents per share in the year-ago...
fuboTV (NYSE:FUBO) reported what executives described as its strongest second quarter on an adjusted EBITDA basis, as the company completed its first full quarter following its business combination with Hulu + Live TV and outlined plans to use broader packaging, advertising integration and product t
Fastly (NYSE:FSLY) reported a stronger-than-expected start to 2026, with first-quarter revenue rising 20% year over year to $173 million, near the high end of its guidance range, as growth in security and compute helped offset normal seasonal patterns in its network services business. Chief Executi
FIGS (NYSE:FIGS) reported stronger-than-expected first-quarter fiscal 2026 results, with executives pointing to accelerating customer growth, broad demand across product categories and continued momentum in international markets and physical retail. Co-Founder and Chief Executive Officer Trina Spea
Fluor (NYSE:FLR) reported first-quarter 2026 results that management said reflected a growing pipeline of potential work but also included several discrete items, including a legal charge tied to past government services work and a cost increase on a mining project in the Americas. Chief Executive
Fidelity National Information Services (NYSE:FIS) reported a stronger-than-expected first quarter for 2026, with management pointing to broad financial outperformance, improving margins and accelerating sales momentum across its banking and capital markets businesses. Chief Executive Officer and Pr
Endeavour Silver (NYSE:EXK) reported what CEO Dan Dickson described as “excellent results” for the first quarter of 2026, citing record production and revenue as the company benefited from the additions of Kolpa and Terronera to its production portfolio. On the company’s earnings call, Dickson said
EOG Resources (NYSE:EOG) said it opened 2026 with stronger-than-expected operational and financial results, while shifting more capital toward oil-weighted assets in response to higher crude prices and softer natural gas markets. Chairman and Chief Executive Officer Ezra Yacob said the company exce
Enbridge (NYSE:ENB) reaffirmed its 2026 financial guidance and medium-term growth outlook after what management described as a strong first quarter, supported by high utilization across its liquids, gas transmission, gas distribution and renewables businesses. President and CEO Greg Ebel said the c
Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ) reported what President and CEO Francisco Gomes Neto called the company’s strongest first quarter revenue in its history, alongside the highest first-quarter aircraft deliveries in a decade and another record backlog. On the company’s first quar
Devon Energy (NYSE:DVN) reported first-quarter 2026 results that management said reflected stronger-than-expected operational execution, lower capital spending and robust free cash flow, while also outlining plans for the company’s pending merger with Coterra Energy. President and Chief Executive O
AMD's management sounds more confident than ever in the company's AI position.
Walt Disney (NYSE:DIS) executives said the company outperformed its fiscal second-quarter guidance, citing stronger-than-expected revenue growth and continued progress in streaming, parks, sports and technology initiatives. On his first earnings call as chief executive officer, Josh D'Amaro said Di
CVS Health (NYSE:CVS) raised its full-year 2026 adjusted earnings outlook after reporting stronger first-quarter results, with management citing improved performance at Aetna, continued execution at Caremark and resilient pharmacy operations. On the company’s first-quarter earnings call, David Joyn
Planet Fitness investors received a tougher view from Bank of America after the gym operator’s latest earnings update reset expectations for membership growth, pricing, and the company’s near-term stock setup. Bank of America downgraded Planet Fitness to neutral from buy and lowered its price ...
NRG Energy Inc. (NYSE:NRG) is one of the high growth utility stocks to buy according to analysts. On May 5, NRG Energy Inc. (NYSE:NRG) reiterated that demand for its product continues to grow despite a significant decrease in earnings in the first quarter. Net income fell by $625 million to $125 million, attributed to unrealized […]
Qualcomm says the company has a growing opportunity in data.
Probably. Capital One's issues are not an isolated problem.
Klaviyo delivers cloud-based marketing automation tools to businesses worldwide, powering personalized digital communications at scale.
Coeur Mining (NYSE:CDE) reported what executives described as a record first quarter, with results boosted by higher silver and gold production and a partial contribution from assets acquired in the recently completed New Gold transaction. Chairman, President and CEO Mitchell Krebs said the company
Chemours (NYSE:CC) said it opened 2026 with first-quarter results that were “well above earnings expectations,” driven by strong execution in its Thermal & Specialized Solutions and Titanium Technologies segments, while Advanced Performance Materials continued to recover from an outage at the co
Blackstone Secured Lending Fund (NYSE:BXSL) reported first-quarter 2026 net investment income of $179 million, or $0.77 per share, fully covering its quarterly dividend, as management emphasized the resilience of its senior secured lending portfolio amid market volatility and rising non-accruals. C
The team discusses GameStop’s proposal to buy eBay, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.
Nvidia (NVDA) is a semiconductor giant and artificial intelligence king. It makes GPUs, CPUs, AI inference accelerators, and networking solutions (which are becoming increasingly more important). The company divides its revenue sources into five end markets: Data Center, Gaming, Professional ...
Dutch Bros (NYSE:BROS) reported stronger-than-expected first-quarter results and raised its full-year outlook, with management citing sustained transaction growth, food rollout momentum, beverage innovation and an accelerated development pipeline. On the company’s May 6 earnings call, Christine Bar
BlackSky Technology (NYSE:BKSY) raised its 2026 revenue and adjusted EBITDA outlook after reporting first-quarter results that management said reflected accelerating demand for its Gen-3 satellite imagery and AI-enabled intelligence services. Chief Executive Officer Brian O'Toole said on the compan
Becton, Dickinson and Company (NYSE:BDX) reported fiscal second-quarter revenue and adjusted earnings ahead of its internal expectations, while management raised its full-year adjusted earnings outlook and said growth was broad-based across most of the portfolio. Chairman, Chief Executive Officer a
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