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Moby summary of Wayfair Inc.'s Q2 2026 earnings call

Moby summary of The Timken Company's Q2 2026 earnings call

Although the revenue and EPS for ViaSat (VSAT) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The headline numbers for Mosaic (MOS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Micron's management believes demand will outstrip supply until at least 2028.

The latest analyst work on Coca-Cola has lifted fair value estimates from US$88.22 to US$94.70, signaling a modest reset in where some see the stock’s longer term potential. Much of this move tracks directly to recent research following Coca-Cola’s Q2 2026 results and updated guidance, where many firms raised price targets but differed on how much upside remains. As you read on, you will see how this evolving narrative could shape the way you follow Coca-Cola from here. Analyst Price Targets...

Lucid Group (NASDAQ:LCID) outlined a broad operational reset during its second-quarter 2026 earnings call, with newly appointed CEO Silvio Napoli saying the electric-vehicle maker is targeting approximately $1.4 billion in cash-flow improvements this year while reducing production, lowering inventor

Kratos Defense & Security Solutions (NASDAQ:KTOS) reported second-quarter 2026 revenue and adjusted EBITDA above its prior forecast, citing demand across hypersonics, jet engines, space systems, counter-unmanned aircraft systems and unmanned aircraft. Revenue for the quarter was $458.8 million,

The Hackett Group (NASDAQ:HCKT) reported second-quarter 2026 revenue before reimbursements of $68.3 million and adjusted diluted earnings per share of $0.34, as the consulting firm continued its transition toward an AI-enabled, platform-led sales and delivery model. Revenue before reimbursements in

Gilead Sciences (NASDAQ:GILD) reported second-quarter 2026 base business sales growth of 10% year over year to $7.6 billion, supported by HIV treatments and prevention products, Trodelvy in oncology and Livdelzi in liver disease. The company raised its full-year base business sales outlook and incre

Flywire (NASDAQ:FLYW) reported second-quarter results that exceeded its expectations, led by travel performance, hospitality payment processing and stronger-than-anticipated contributions from healthcare and B2B payment-processing ramps. The company also raised its full-year revenue and adjusted EBI

Enlight Renewable Energy (NASDAQ:ENLT) reported higher second-quarter results and raised its full-year outlook, citing contributions from newly operating projects, favorable foreign exchange rates, electricity trading in Israel and elevated power prices in Europe. Revenue and income rose 55% year o

The headline numbers for Toast (TOST) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Although the revenue and EPS for Coupang (CPNG) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Advanced Micro Devices (AMD) and SpaceX (SPCX) are among the most polarizing releases investors have been waiting for, with shares facing an adverse reaction initially following the releases. But should investors mute the noise?

SpaceX announced its first earnings since its June IPO, cutting its losses and growing its revenue more than expected.

Elon Musk said on Tuesday SpaceX will build its AI infrastructure exclusively on Nvidia chips going forward.

While the top- and bottom-line numbers for TransMedics (TMDX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Coupang’s fair value estimate has shifted slightly from US$26.29 to US$25.83, mirroring modest cuts in analyst price targets. The change ties back to recent research where analysts are reworking models for tax and regulatory developments, currency effects and updated earnings assumptions that influence how confident they feel about Coupang’s medium term profile. As you read on, you will see how these price target tweaks fit into the broader bull and bear narrative and what to watch as that...

8X8 (NASDAQ:EGHT) reported a record quarter for service revenue in the first quarter of fiscal 2027, extending its streak of year-over-year revenue growth to five consecutive quarters. The company exceeded its guidance ranges for service revenue, total revenue, non-GAAP operating margin and operatin

Booking (NASDAQ:BKNG) said its second-quarter results exceeded the high end of its guidance across room nights, gross bookings, revenue and adjusted EBITDA, as domestic and intraregional travel demand helped offset continued pressure on long-haul international travel. President and CEO Glenn Fogel

Atomera (NASDAQ:ATOM) reported second-quarter revenue of $158,000, primarily from fees for wafer deliveries to its large integrated device manufacturer customer, while management highlighted progress in Gate-All-Around logic, memory, radio-frequency silicon and gallium nitride applications. The com

Advanced Micro Devices (NASDAQ:AMD) reported record second-quarter revenue and profitability, driven by growth in its data center, client and embedded businesses as demand increased for EPYC server processors and Instinct AI accelerators. Revenue rose 50% year over year and 13% sequentially to $11.

Powell Industries Inc (POWL) posts record $934 million in new orders and a $2.4 billion backlog, despite modest revenue growth and looming labor challenges.

The Timken Co (TKR) delivers robust Q2 with adjusted EPS up nearly 30%, driven by strategic execution and record segment performance.

MPC delivers $8.5 billion adjusted EBITDA and 112% margin capture, while navigating global refining disruptions and advancing shareholder returns.

Zeta (ZETA) delivered earnings and revenue surprises of -10.00% and +5.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Upstart (UPST) delivered earnings and revenue surprises of +1.72% and +2.77%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Toast (TOST) delivered earnings and revenue surprises of +6.25% and +1.89%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Primoris Services (PRIM) delivered earnings and revenue surprises of +22.86% and -0.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?