News
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DELL says demand isn't the limit, supply is, after record Q1 results, higher FY27 guidance and a record $51.3B backlog.
Database platform company MongoDB (NASDAQ:MDB) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 25.2% year on year to $687.6 million. On top of that, next quarter’s revenue guidance ($731.5 million at the midpoint) was surprisingly good and 4.5% above what analysts were expecting. Its non-GAAP profit of $1.32 per share was 11.5% above analysts’ consensus estimates.
Walmart and Target are among the retailers that should be capable of finding their niche in an ever-shifting consumer landscape.
Costco's Q3 earnings call spotlights strategic price cuts, record fuel volumes and surging digital demand as it doubles down on member value.
Viasat Inc (VSAT) reports a 15% increase in backlog and strategic progress in satellite deployment, despite facing revenue declines in key segments.
Ambarella Inc (AMBA) reports strong automotive growth and a significant $800 million agreement with Hanhwa, despite challenges in consumer IoT and cash flow management.
Dell Technologies Inc (DELL) reports an impressive 88% revenue increase and strong AI server demand, while navigating supply chain constraints.
American Eagle Outfitters Inc (AEO) reports a 10% revenue increase, driven by Aerie's 34% growth, while navigating challenges in women's bottoms and macroeconomic uncertainties.
Park Aerospace Corp (PKE) showcases robust financial health and strategic alliances, despite facing supply chain issues and competitive pressures.
Costco Wholesale Corp (COST) reports a 15% increase in net income and significant digital sales growth amid challenges in gross margin and transportation costs.
Autodesk Inc (ADSK) reports robust Q1 results with significant revenue growth and strategic acquisition of MaintainX to enhance operational capabilities.
Okta Inc (OKTA) showcases robust growth and strategic positioning in AI and identity security, despite early-stage market penetration challenges.
MongoDB Inc (MDB) reports a robust 25% revenue increase and significant customer acquisition, while navigating AI opportunities and competitive challenges.
UiPath Inc (PATH) reports a 17% revenue increase and achieves GAAP profitability for the first time, driven by strong AI integration and robust customer growth.
SentinelOne Inc (S) reports a 21% revenue increase and outlines strategic initiatives amidst workforce reductions and competitive challenges.
Costco had big revenue numbers, but its profit margin compressed.
Applied Materials (AMAT) is back in focus after beating quarterly earnings and revenue expectations and lifting its outlook as AI and data center demand intersects with fresh partnerships around advanced chip packaging and wafer cleaning. See our latest analysis for Applied Materials. Those AI and data center partnerships with Broadcom and SCREEN sit against strong momentum in the stock, with a 30 day share price return of 17.99%, a 1 year total shareholder return of 184.03% and a 5 year...
RBC Bearings Incorporated recently reported past fourth-quarter 2026 sales of US$518.0 million and net income of US$91.7 million, issued guidance for first-quarter fiscal 2027 net sales of US$500.0 million to US$510.0 million, and earlier this week presented at the KeyBanc Capital Markets 2026 Industrials & Basic Materials Conference in Boston. The combination of higher quarterly and full-year earnings, guidance that implies further sales growth even excluding VACCO, and active investor...
Snowflake Inc. (NYSE:SNOW) is one of the 11 Stocks Racking Up Monstrous Gains. Snowflake saw its share prices climb by 36.48 percent on Thursday to close at $239.20 apiece, as investors cheered the strong results of its earnings performance in the first quarter of fiscal year 2027. In an updated report, the company said that […]
Marvell Technology has gained more than 200% in the past 12 months. It just reported record revenue, guided above expectations, and told investors that growth would accelerate every single quarter through the rest of the fiscal year. For Barclays analyst Tom O'Malley, that was enough to nearly ...
Best Buy Co. Inc. (NYSE:BBY) is one of the 11 Stocks Racking Up Monstrous Gains. Best Buy saw its share prices jump by 15.80 percent on Thursday to close at $74.74 apiece after posting a stellar earnings performance and beating its sales outlook for the first quarter of fiscal year 2027. In an earnings call […]
The fair value estimate for Ionis Pharmaceuticals has shifted from US$96.73 to US$100.92, a modest reset that puts fresh numbers around the stock. This move comes during an active period of Street research, with some firms lifting targets and others trimming them, reflecting different views on how to factor pipeline milestones and revenue guidance into valuation work. As you read on, you will see what is driving these updates and how to keep track of the evolving analyst narrative around...
Moby summary of SentinelOne, Inc.'s Q1 2027 earnings call
Moby summary of ePlus inc.'s Q4 2026 earnings call
Viasat (NASDAQ:VSAT) reported record backlog, modest revenue growth and positive free cash flow for fiscal 2026, while executives said the satellite communications company is positioning for growth from new satellite capacity, defense technology programs and a planned shared space infrastructure ven
Workday delivered a well-received Q1, as the market responded positively to growth in both revenue and profitability. Management attributed the strong performance to renewed momentum in its core business and the rapid adoption of its AI-powered agent solutions, which are helping customers automate HR and finance processes. CEO Aneel Bhusri pointed to this being Workday's best first quarter for new annual contract value (ACV) in five years, citing increased customer demand for AI-driven functiona
Jim Cramer said Costco’s muted stock reaction reflected Wall Street being overly focused on minor details, noting that analysts were ‘nit-picking.’
Energy Transfer LP (NYSE:ET) is one of the best 52-week high stocks to invest in, according to short sellers. On May 13, analysts at Goldman Sachs reiterated a Neutral rating on Energy Transfer LP (NYSE:ET) but raised the price target to $21 from $19.50. The price target hike comes on the heels of the company […]
Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers.