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Chewy (NYSE:CHWY) Reports Q1 CY2026 In Line With Expectations
StockStory69d agoneutral
Chewy (NYSE:CHWY) Reports Q1 CY2026 In Line With Expectations

E-commerce pet food and supplies retailer Chewy (NYSE:CHWY) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 7.7% year on year to $3.36 billion. Its non-GAAP profit of $0.43 per share was in line with analysts’ consensus estimates.

A Look At Southern Copper (SCCO) Valuation After Record Earnings And Higher Production Guidance
Simply Wall St.69d agoneutral
A Look At Southern Copper (SCCO) Valuation After Record Earnings And Higher Production Guidance

Southern Copper (SCCO) is back in focus after reporting record quarterly net income that exceeded analyst expectations, raising its 2026 production guidance and highlighting continued progress at the Tia Maria project in Peru. See our latest analysis for Southern Copper. Despite the earnings surprise and higher 2026 production guidance, Southern Copper’s 7 day share price return is down 13.0% and the 90 day share price return is down 7.9%, while the 1 year total shareholder return of 90.9%...

Is UiPath (PATH) Poised For A Comeback After Its Recent Earnings Report?
Insider Monkey69d agoneutral
Is UiPath (PATH) Poised For A Comeback After Its Recent Earnings Report?

UiPath Inc. (NYSE:PATH) is one of the 12 Best Mid-Cap AI Stocks to Buy According to Analysts. Raimo Lenschow from Barclays reaffirmed a Hold rating on UiPath Inc. (NYSE:PATH), along with the price target of $14 on June 1. The firm’s price target reflects an additional 33% upside from the current levels. This upside aligns […]

The Bull Case For KLA (KLAC) Could Change Following Earnings Beat, Stock Split And AI-Focused Outlook – Learn Why
Simply Wall St.69d agobullish
The Bull Case For KLA (KLAC) Could Change Following Earnings Beat, Stock Split And AI-Focused Outlook – Learn Why

KLA Corporation recently reported past fiscal Q3 2026 results that exceeded expectations on revenue, earnings, and gross margins, while also announcing a 10-for-1 forward stock split and a higher dividend tied to rising AI-related process control demand. Management’s unusually detailed commentary on anticipated 2027 growth and advanced packaging opportunities highlights how increasing semiconductor complexity is deepening KLA’s role in AI manufacturing workflows. We’ll now examine how KLA’s...

The 5 Most Interesting Analyst Questions From Veeva Systems’s Q1 Earnings Call
StockStory69d agoneutral
The 5 Most Interesting Analyst Questions From Veeva Systems’s Q1 Earnings Call

Veeva Systems’ first quarter saw meaningful progress across its core business lines, with management attributing the results to broad-based customer demand and product execution in both R&D and commercial segments. CEO Peter Gassner highlighted the launch of Veeva’s Falcon platform as a key milestone, describing it as a shift toward “agentic labor”—using AI agents to automate specialized industry tasks. Strong service execution and continued innovation in measurement tools like Crossix also cont

5 Revealing Analyst Questions From CrowdStrike’s Q1 Earnings Call
StockStory69d agoneutral
5 Revealing Analyst Questions From CrowdStrike’s Q1 Earnings Call

CrowdStrike’s first quarter results triggered a sharp negative market reaction, despite the company surpassing Wall Street’s revenue and non-GAAP profit expectations. Management attributed the quarter’s performance to an inflection in AI-related cybersecurity demand, referencing accelerated adoption of AI-driven workloads and new vulnerabilities. CEO George Kurtz described a surge in customer urgency to secure AI deployments, noting the “Mythos moment” as a major catalyst. The company also highl

5 Must-Read Analyst Questions From C3.ai’s Q1 Earnings Call
StockStory69d agoneutral
5 Must-Read Analyst Questions From C3.ai’s Q1 Earnings Call

C3.ai’s first quarter results were shaped by a steep year-over-year revenue decline, which management attributed primarily to underperformance in sales execution rather than product or market demand issues. CEO Thomas Siebel described recent sales as “unspeakably horrible” and “completely unacceptable,” citing a lack of discipline and focus in the go-to-market strategy. The company responded by overhauling its sales, product, and services organizations and initiating a significant cost-reduction

5 Revealing Analyst Questions From Broadcom’s Q1 Earnings Call
StockStory69d agoneutral
5 Revealing Analyst Questions From Broadcom’s Q1 Earnings Call

Broadcom’s first quarter results for 2026 exceeded Wall Street’s expectations for both revenue and profit, yet shares fell sharply as investors digested underlying trends. Management credited surging demand for AI semiconductors as the core driver of year-on-year growth, with CEO Hock E. Tan emphasizing that “AI semiconductor revenue reached a record $10.8 billion, up 143% year on year.” Margins benefited from scale and operating leverage, but the company noted that product mix shifts—particular

Oracle Is Reshaping Its Earnings. The Cloud Is How.
Barrons.com69d agoneutral
Oracle Is Reshaping Its Earnings. The Cloud Is How.

Oracle reports fourth-quarter earnings on Wednesday afternoon as it continues to disrupt its own legacy software business with cloud software and services. Wall Street analysts are expecting the company to report $1.96 in adjusted earnings per share, up from $1.70 the year before. With sales of its mature business software stalled, in 2019 Oracle began running the Microsoft cloud-pivot playbook.

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls
24/7 Wall St.69d agoneutral
SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Arqit Quantum Inc. (ARQQ) Reports Q1 Fiscal 2026 Results
Insider Monkey69d agoneutral
Arqit Quantum Inc. (ARQQ) Reports Q1 Fiscal 2026 Results

Arqit Quantum Inc. (NASDAQ:ARQQ) is one of the Best Quantum Computing Stocks. On May 21, 2026, Arqit Quantum Inc. (NASDAQ:ARQQ) reported Q1 fiscal 2026 revenue of $623,000, up sharply from $67,000 a year earlier and $463,000 in the prior half. It also reported eleven contracts as compared to seven in the entire year of 2025. […]

Okta (OKTA) Valuation In Focus After Earnings Beat And Raised Full Year Guidance
Simply Wall St.69d agobullish
Okta (OKTA) Valuation In Focus After Earnings Beat And Raised Full Year Guidance

Okta (OKTA) is back in focus after its latest quarterly update, where revenue and earnings topped expectations and management raised full year guidance, even as some analysts flagged valuation concerns. See our latest analysis for Okta. Okta’s latest earnings beat and raised guidance have been followed by a 48.37% 3 month share price return, although the 7 day share price return is down 11.35%, while the 5 year total shareholder return is down 46.53%. This serves as a reminder that sentiment...

What Dollar General (DG)'s Strong Q1 Beat, Guidance Hike and Dividend Move Means For Shareholders
Simply Wall St.69d agobullish
What Dollar General (DG)'s Strong Q1 Beat, Guidance Hike and Dividend Move Means For Shareholders

In early June 2026, Dollar General reported first-quarter 2026 results showing sales of US$10,786.97 million and net income of US$444.13 million, raised its full-year 2026 guidance for net sales and diluted EPS, declared a US$0.59 quarterly dividend, and confirmed Gregory H. Hicks' appointment to the board. Alongside stronger earnings, the company signaled confidence by lifting its profit outlook while shareholders rejected several governance and human-rights-related proposals at the May 28,...

Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
24/7 Wall St.69d agobullish
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash
24/7 Wall St.69d agobearish
1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash

At $396.60, Broadcom (NASDAQ:AVGO) is a Hold. The stock just suffered its second-largest negative earnings day reaction in nine quarters, and the reason behind it deserves more attention than the headline number. Broadcom designs custom AI accelerators, networking silicon, and infrastructure software for hyperscaler buildouts. Fiscal Q2 delivered strong results: revenue hit $22.19 billion, up ... 1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash

Uranium Energy Q3 Earnings Call Highlights
MarketBeat69d agoneutral
Uranium Energy Q3 Earnings Call Highlights

Uranium Energy (NYSEAMERICAN:UEC) said on its latest earnings call that it advanced several parts of its U.S. uranium production platform during the quarter, including the start of production at Burke Hollow in South Texas and continued development at Christensen Ranch in Wyoming. Founder and Chief