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Autodesk (ADSK) is drawing fresh attention after signing a collaboration agreement with Amazon Web Services to bring key cloud products into AWS Marketplace and lifting its annual financial guidance following recent earnings. See our latest analysis for Autodesk. Even with the fresh AWS agreement and raised annual guidance, Autodesk’s share price has been under pressure, with the stock down about 7% on a 30 day basis and its latest close at US$229.60. The 1 year total shareholder return is...

Recent upgrades to Albemarle (ALB) earnings forecasts and renewed optimism around its cost cuts and capital spending have refocused attention on the stock, even as valuation concerns and insider selling remain in the background. See our latest analysis for Albemarle. The share price has pulled back recently, with a 1-day share price return of 2.0% and a 30-day share price return of 11.72% down. At the same time, the year-to-date share price return of 16.96% and a 1-year total shareholder...

AI posts a narrower Q4 loss and beats revenue estimates as restructuring aims to cut cash burn and restore growth.

MongoDB’s first quarter results reflected broad-based customer momentum, with management citing robust adoption of its Atlas cloud database platform and increased traction from AI-related workloads as key drivers. CEO CJ Desai emphasized that while foundational enterprise workloads remained the primary contributor to growth, MongoDB is “seeing real and growing momentum from AI and agentic workloads.” The company also highlighted customer wins in diverse sectors, such as financial services and te

Showing strong hedge fund and Wall Street support, Lam Research Corporation (NASDAQ:LRCX) ranks among the best AI infrastructure stocks and carries an upside potential of 21.0% (street high). Wafer fab equipment demand is getting a significant rerating from Wall Street, and Lam Research is one of the clearest beneficiaries. Thus, analyst sentiment on Lam Research […]

Best Buy’s first quarter results were well received by the market, following a combination of outperformance in emerging product categories and operational improvements. Management pointed to strong demand for gaming, mobile phones, and new technology categories such as AI glasses and 3D printers as contributors to comparable sales growth. CEO Corie Barry emphasized the company’s ability to meet customers’ evolving needs, particularly through an expanded assortment and enhanced omnichannel exper

Ciena Corporation (NYSE:CIEN) reported fiscal second quarter that came in ahead of Wall Street expectations for both earnings and revenue, but shares fell about 19% on concerns about the company’s forward guidance and outlook relative to elevated expectations. Ciena raised its fiscal 2026...

American Eagle’s first quarter was defined by robust top-line growth but disappointing profitability, leading to a significant negative market reaction. Management attributed the strong revenue performance to exceptional momentum in the Aerie and Offline brands, which saw broad-based strength in categories like intimates, sleepwear, and activewear. However, the American Eagle brand faced softness, particularly in women’s bottoms and seasonal categories, which management identified as key areas f

UiPath’s first quarter results saw mixed investor sentiment despite outpacing Wall Street’s revenue expectations, with management highlighting a strong push in enterprise automation and growing adoption of its AI-powered platforms. CEO Daniel Dines cited “continued momentum with our AI products,” emphasizing that 16 of the company’s top 20 deals included AI components and that these expansions were significantly larger than non-AI deals. Management also pointed to improved operational efficiency

Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 25.6% year on year to $1.39 billion. The company expects next quarter’s revenue to be around $1.44 billion, close to analysts’ estimates. Its non-GAAP profit of $1.10 per share was 3% above analysts’ consensus estimates.

Teledyne has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.4%. The stock now trades at $618.31, marking a 19.4% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

WEC Energy (WEC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

TransMedics (TMDX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Tempus (TEM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

TransDigm (TDG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Skyworks (SWKS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Super Micro (SMCI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Shopify (SHOP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Rockwell Automation (ROK) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Ultragenyx (RARE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Repligen (RGEN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Qorvo (QRVO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Paypal (PYPL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Pfizer (PFE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Par Petroleum (PARR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Occidental (OXY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Ocugen (OCGN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Mercury Systems (MRCY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Marathon Petroleum (MPC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.