News

DLocal (NasdaqGS:DLO) is back in focus after Q4 2025 results, fresh 2026 growth guidance, and a new capital returns plan that includes a US$300 million buyback and dividend initiation. See our latest analysis for DLocal. The stock has picked up short term momentum, with a 7 day share price return of 8.99% and a 30 day share price return of 11.26%, yet the year to date share price is still down 12.94%. Over a longer horizon, total shareholder return of 27% over the past year contrasts with a 5...

ORCL and ADBE spotlight a positive earnings outlook as S&P 500 estimates rise, even as investors weigh AI spending, cash flow and growth trends.

Why Broadcom’s record quarter was followed by a sharp stock pullback Broadcom (AVGO) just posted record Q2 revenue of US$22,187 million and net income of US$9,310 million, yet the stock slid as investors reacted to next quarter’s guidance and shifting sentiment around AI chips. See our latest analysis for Broadcom. Despite recent volatility after Q2, Broadcom’s share price is still up 9.91% year to date. The 1 year total shareholder return of 54.87% and very large 5 year total shareholder...

DLocal Limited recently reported a strong Q4 2025, issued upbeat 2026 guidance for growth in total payment volume, gross profit, and operating profit, and introduced a US$300.00 million share buyback alongside a new dividend. This combination of operational momentum and direct capital returns highlights how DLocal is seeking to balance reinvestment in its emerging‑markets payments platform with rewarding shareholders. We’ll now examine how DLocal’s robust Q4 results and new US$300.00 million...

Analyst sentiment shift and near term expectations Teladoc Health (TDOC) is back on investors’ radar after analysts turned more positive in their earnings estimates, even as they still expect a 26.32% year over year decline in the upcoming report. This change in sentiment, paired with a recent 1.44% gain that outperformed key indices, has focused attention on how the company’s virtual care and mental health businesses might shape near term performance. See our latest analysis for Teladoc...

Shares of Oracle (ORCL) tumbled 8.53% on June 11 as investors are concerned about the company's plans to raise more money to fund its AI buildout, overshadowing better-than-expected fiscal fourth-quarter results and a higher profit outlook announced a day earlier. On June 10, the 49-year-old cloud ...

Home Depot (NYSE:HD) is accelerating a shift toward professional contractors through acquisitions of specialty distributors including SRS Distribution and Mingledorff’s. These deals move HD further into building materials, roofing, and HVAC distribution, expanding its reach beyond big-box retail stores. The company is building a larger ecosystem for Pros, with more trade-focused inventory, services, and logistics support. For years, Home Depot has been best known as a home improvement...

Symbotic (SYM) is back in focus after management guided for continued revenue and adjusted EBITDA growth. Investors are weighing backlog conversion timing, margin durability, customer concentration, and a premium valuation against this positive earnings outlook. See our latest analysis for Symbotic. That guidance comes after a sharp pullback in the stock, with a 1 day share price return of down 2.8%, a 30 day share price return of down 12.0%, and a year to date share price return of down...

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

In recent weeks, Silicon Motion Technology reported earnings and revenue that exceeded consensus estimates and attracted upbeat analyst commentary pointing to stronger demand for its SSD and enterprise storage controllers tied to AI and cloud workloads. At the same time, some valuation models and insider selling have raised questions about how much of this growth optimism is already reflected in the stock, creating a tension between operational momentum and pricing expectations. Next, we’ll...

The Kroger Co. (NYSE:KR) is included among the 10 Best Value Dividend Stocks to Buy Now According to Warren Buffett. On June 11, JPMorgan lowered its price recommendation on The Kroger Co. (NYSE:KR) to $70 from $72 while keeping a Neutral rating on the stock. The change comes ahead of the company’s fiscal first-quarter earnings […]

Earlier this month, Credo Technology Group Holding reported fourth-quarter and full-year FY26 results showing sales of US$437.0 million and US$1.34 billion respectively, alongside higher net income and earnings per share versus the prior year, and issued Q1 FY27 revenue guidance of US$465.0 million to US$475.0 million. The company also closed its acquisition of DustPhotonics, adding silicon photonics capabilities and creating an integrated electrical‑optical connectivity portfolio aimed at...

One figure from the memory maker's upcoming report matters more than the rest -- and it will likely set the tone for the stock.

Arbutus Biopharma Corporation (NASDAQ:ABUS) is one of the 10 Most Profitable Small Cap Stocks to Buy. On May 13, 2026, Arbutus Biopharma Corporation (NASDAQ:ABUS) reported Q1 2026 revenue of $179.1 million with estimated license revenue tied to its litigation settlement with Moderna. The company said revenue jumped from $1.8 million a year earlier because of […]

The space stock has surged 474% in the past year, but dilution fears have triggered the recent sell-off.

Why Morgan Stanley stock is getting extra attention now Morgan Stanley (MS) is drawing fresh interest after analysts raised earnings estimates, research providers shifted to more positive ratings, and the company highlighted momentum in areas like AI enabled stock plan platforms ahead of its July earnings release. See our latest analysis for Morgan Stanley. The 1-month share price return of 10.43% and 90-day share price return of 38.21% point to building momentum, supported by upbeat earnings...

Ciena Corporation's ( NYSE:CIEN ) earnings announcement last week was disappointing for investors, despite the decent...

Sandisk (NasdaqGS:SNDK) has secured multi year supply agreements tied to the AI driven memory market. These contracts include over US$42b in contractual revenue commitments and embedded pricing mechanisms. The new model aims to provide greater earnings visibility and reduce exposure to traditional NAND memory cycles. Sandisk, a major player in flash storage and memory solutions, is reshaping how it participates in the AI driven memory market. The shift toward multi year supply deals with...

Earnings season is undoubtedly hectic for market participants, with companies finally revealing what's transpired behind closed doors.

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Strategy (NASDAQ:MSTR) and its peers.

The earnings revisions trend for full-year 2026 has been positive for quite some time now, with estimates for 11 of the 16 Zacks sectors increasing since the start of March. Energy, Basic Materials, and Technology have been the biggest beneficiaries.

On June 12, Oracle’s (ORCL) earnings beat ran straight into what has apparently been a wall of investor worry. Wall Street had been looking for proof that Oracle’s cloud infrastructure business was still riding the AI boom, and the company delivered plenty of it. Revenue surged, Oracle Cloud ...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at semiconductor manufacturing stocks, starting with Lam Research (NASDAQ:LRCX).

Adobe stock sinks as CFO Dan Durn announces a sudden departure. Wall Street analysts are downgrading ADBE shares today.

Can LEN's cost discipline offset housing-market weakness after an earnings beat and a revenue miss?

AERT's fiscal 2026 EPS benefits on the back of rising demand for AI-enabled GCC services, expanding client engagements and improving operating leverage despite revenue pressure from customer non-renewals.

AstroNova reports earnings per share in Q1 as Aerospace unit sales surge, margins expand, and backlog climbs, while the Product ID segment improves earnings despite slightly lower revenues.

Goldman Sees Limited Upside for Micron Despite AI-Driven Boom

With the massive SpaceX debut hogging the headlines, some retail investors may have allowed more prosaic names to slip from their minds. Pharma stock Eli Lilly is trading in a buy zone as institutional investors load up. Eli Lilly is committed to innovation and reinvests 20%-25% of its sales back into developing new treatments.

ADBE tops Q2 earnings and revenue estimates as AI-first ARR surpasses $500M, but shares fall despite raised Q3 and fiscal 2026 guidance.