News

Bruker (BRKR) just updated its 2026 revenue guidance alongside second quarter results, pairing a forecast of US$3.54b to US$3.57b in sales with a sizeable goodwill impairment and a reported quarterly net loss. See our latest analysis for Bruker. The sharp 1 day share price decline of 21.79% left Bruker trading at US$50.30, even though the 1 year total shareholder return is 57.62% and the 5 year total shareholder return is down 38.05%. This points to strong recent momentum but a weaker longer...

Western Digital (WDC) is in focus ahead of its fiscal fourth quarter earnings report on August 5, with investors watching how AI driven data center demand and high capacity hard disk drives are feeding into recent stock moves. See our latest analysis for Western Digital. Western Digital has seen strong momentum ahead of earnings, with a 7 day share price return of 18.73% and a 90 day share price return of 18.25%. Its 1 year total shareholder return is very large and reflects intense interest...

BWX Technologies, Inc. reported past Q2 2026 results with sales of US$901.63 million and net income of US$89.01 million, raised full‑year 2026 revenue guidance to about US$3.80 billion, and its board declared a US$0.27 per‑share quarterly dividend payable on September 4, 2026. At the same time, BWX Technologies agreed to sell most of its medical business for up to US$800 million, sharpening its focus on core nuclear markets and advanced reactor technologies. We’ll now examine how the raised...

TransMedics Group Inc (TMDX) posts 21% revenue growth to $190 million, raises full-year guidance, and advances key clinical programs despite margin pressure from strategic investments.

Viasat Inc (VSAT) reports strong defense segment growth and improved cash generation, offset by flat communication services and ongoing challenges in maritime and fixed broadband.

Amgen Inc (AMGN) delivers 10% revenue growth driven by key products like Repatha and UPLIZNA, while raising full-year 2026 guidance.

Booking Holdings Inc (BKNG) exceeds guidance on room nights, gross bookings, and EBITDA while advancing AI-driven personalization and connected trip growth.

Emerson Electric Co (EMR) delivers 6% underlying sales growth and raises full-year EPS guidance to $6.55, driven by robust demand in semiconductor and power markets.

Gilead delivers strongest Q2 base business growth in 3 years, raises full-year HIV guidance, and showcases rapid uptake of Yeztugo and Trodelvy despite acquisition-related EPS drag.

Arista Networks Inc (ANET) delivers a stellar Q2 with revenue up 37.7% year-over-year, driven by robust AI fabric adoption and international growth, while navigating supply chain headwinds.

Niagen Bioscience Inc (NAGE) reports strong TrueNiagen sales growth, China cross-border revenue exceeding full-year 2025 totals, and advances in pharmaceutical pipeline with promising PRV potential.

Upstart Holdings Inc (UPST) delivers 50% year-over-year originations growth and achieves all-time high contribution profit, while navigating macro headwinds and strategic portfolio shifts.

Zeta Global Holdings Corp (ZETA) delivers 20th consecutive beat-and-raise quarter, driven by strong AI adoption and strategic partnerships with OpenAI and Palantir.

Duke Energy (NYSE:DUK) reported second-quarter 2026 adjusted earnings of $1.43 per share, up from $1.25 per share a year earlier, as customer growth and infrastructure investment at its electric utilities supported results. Reported earnings were $1.38 per share, compared with $1.25 per share in the

DigitalOcean (NYSE:DOCN) reported second-quarter 2026 revenue of $281 million, up 29% from a year earlier and above the high end of its guidance, as growth accelerated among its largest customers and AI-focused offerings gained adoption. Chief Executive Officer Paddy Srinivasan said the company add

Astera Labs Inc (ALAB) posts record Q2 revenue of $392.4 million, with Scorpio-X expected to surpass Scorpio-P in Q3 and become the largest product family.

SpaceX reports record Starlink subscriber growth and massive AI infrastructure expansion, positioning for $100 billion annualized revenue run rate by year-end.

DaVita Inc (DVA) reports adjusted EPS of $4.02 and reaffirms full-year guidance amid successful phosphate binder transition and expanded HD dialyzer rollout.

AMD's Q2 2026 results showcase record revenue of $11.5 billion, with data center revenue more than doubling year-over-year, driven by strong AI demand and strategic partnerships.

Kratos Defense & Security Solutions Inc (KTOS) delivers 19.1% organic growth and raises full-year guidance, driven by surging demand for hypersonics, unmanned systems, and affordable mass munitions.

Atomera advances toward potential license deal while expanding into NAND and RF markets, despite wider net loss and rising costs.

Opendoor Technologies Inc (OPEN) reports a 149% year-over-year surge in homes acquired and improved margins, while reaffirming its path to adjusted net income profitability by the end of 2026.

Toast Inc (TOST) delivers record 9,500 net new locations and raises full-year guidance as AI-powered products and new market expansions fuel robust recurring gross profit growth.

Paramount+ hits 82 million subscribers with record retention, while the company raises full-year guidance amid Warner Bros. Discovery deal optimism.

Space Exploration Technologies Corp. reported its first quarterly results as a public company for Q2 2026, with revenue rising to US$7,814 million from US$4,071 million a year earlier while net loss narrowed to US$541 million from US$1,008 million, alongside new shelf registrations for additional Class A common stock. The earnings release highlighted how surging connectivity and AI activity is being funded by heavy capital expenditure and fresh equity capacity, even as the company remains...

Fidelity National Information Services, Inc. has already reported second-quarter 2026 results, with revenue rising to US$3,377 million and net income improving to US$231 million, alongside confirming new third-quarter and full-year 2026 revenue guidance and affirming a quarterly dividend of US$0.44 per share. Despite the stronger profitability, management cut full-year forecasts and began exploring sales of parts of the capital markets business amid softer demand and economic uncertainty...

ExxonMobil Holdings (XOM) has moved into the spotlight after reporting second quarter 2026 earnings that reflect strong oil prices, record refining margins and rising political scrutiny over elevated fuel costs. See our latest analysis for ExxonMobil Holdings. ExxonMobil Holdings shares trade at $153.96, with a 30 day share price return of 12.31% and a year to date share price return of 25.53%. The 5 year total shareholder return of 218.04% highlights how recent momentum builds on a much...

Pinterest's earnings report shows a solid second quarter as AI remains at the forefront of its ad and consumer-facing investments, with CEO Bill Ready calling AI "a clear accelerant" for the business.

Coupang (NYSE:CPNG) reported second-quarter revenue growth that accelerated from the prior quarter on a constant-currency basis, while management said the company continued to recover from a prior data incident that disrupted product-commerce customer activity and pressured margins. Consolidated ne

Arista Networks (NYSE:ANET) reported fiscal second-quarter revenue of just over $3 billion, up 37.7% from a year earlier and above its prior guidance of $2.8 billion, as demand from AI and enterprise customers supported the company’s first $3 billion quarterly revenue milestone. Chief Executive Off