Q
QuantAbundanciaAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

24,918 signal articles · 247 in last 24h · 118,691 total before filter · latest 45m ago
247last 24h
1545last 7d
260● bullish (7d)
159● bearish (7d)
205publishers
AllMacro293Earnings626M&A102Regulatory22Product13Analyst22
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Integer Holdings (ITGR): Buy, Sell, or Hold Post Q1 Earnings?
StockStory94d agoneutral
Integer Holdings (ITGR): Buy, Sell, or Hold Post Q1 Earnings?

Integer Holdings has had an impressive run over the past six months as its shares have beaten the S&P 500 by 15%. The stock now trades at $85.04, marking a 25% gain. This performance may have investors wondering how to approach the situation.

The Top 5 Analyst Questions From IonQ’s Q1 Earnings Call
StockStory94d agoneutral
The Top 5 Analyst Questions From IonQ’s Q1 Earnings Call

IonQ’s first quarter was marked by a surge in revenue, with management attributing the growth to accelerating adoption of its quantum computing systems and increased multiproduct deals across commercial and international customers. Despite the strong top-line performance, the market reacted negatively, reflecting concerns over a wider non-GAAP loss and ongoing investments that pressured margins. CEO Niccolo de Masi highlighted that customer demand for IonQ’s quantum platform and the rollout of i

The 5 Most Interesting Analyst Questions From Ibotta’s Q1 Earnings Call
StockStory94d agoneutral
The 5 Most Interesting Analyst Questions From Ibotta’s Q1 Earnings Call

Ibotta’s first quarter performance reflected a mix of improving commercial execution and ongoing product transformation, with management attributing the gradual revenue recovery to efforts in expanding the supply of promotional offers and adding new publisher partners. CEO Bryan Leach emphasized that the sales team’s ability to secure deeper and broader partnerships was central to near-term progress. Additionally, the introduction of exclusive deals with Uber and Giant Eagle highlighted Ibotta’s

5 Revealing Analyst Questions From Oscar Health’s Q1 Earnings Call
StockStory94d agoneutral
5 Revealing Analyst Questions From Oscar Health’s Q1 Earnings Call

Oscar Health’s first quarter results prompted a positive market reaction as management delivered substantial improvements in profitability, even as revenue came in below consensus. CEO Mark Bertolini attributed the performance to disciplined expense management, robust membership growth, and the growing impact of artificial intelligence (AI) across operations. Notably, Oscar’s medical loss ratio improved sharply, and management highlighted the effectiveness of new technology-driven transparency t

The Top 5 Analyst Questions From CVS Health’s Q1 Earnings Call
StockStory94d agoneutral
The Top 5 Analyst Questions From CVS Health’s Q1 Earnings Call

CVS Health’s first quarter results drew a significant positive market reaction, with performance driven by disciplined cost management, margin expansion, and continued improvement at Aetna. Management credited strong execution in medical cost containment and operational streamlining, particularly within the Health Care Benefits segment, as key factors. CEO David Joyner stated, “We are driving improved results at Aetna, while removing friction for members and providers.” Pharmacy & Consumer Welln

5 Revealing Analyst Questions From Snap’s Q1 Earnings Call
StockStory94d agoneutral
5 Revealing Analyst Questions From Snap’s Q1 Earnings Call

Snap’s first quarter results met Wall Street’s revenue expectations and showed notable progress in narrowing operating losses. Management attributed the quarter’s performance to continued growth in Snapchat’s global user base and a strong acceleration in subscription revenue, particularly from the Snapchat+ and Memories Storage offerings. CEO Evan Spiegel pointed to improved engagement, with Spotlight and augmented reality features driving increased daily activity. CFO Derek Andersen emphasized

5 Must-Read Analyst Questions From Warner Bros. Discovery’s Q1 Earnings Call
StockStory94d agoneutral
5 Must-Read Analyst Questions From Warner Bros. Discovery’s Q1 Earnings Call

Warner Bros. Discovery’s first quarter was shaped by robust growth in its streaming business and continued strength in studio operations, even as overall sales were flat compared to last year. Management attributed the quarter’s performance to the successful rollout of HBO Max into key European markets, strong audience engagement with original series, and a creative resurgence at Warner Bros. Studios. CEO David Zaslav described the streaming business as the company’s “leading growth asset,” high

The Top 5 Analyst Questions From Novavax’s Q1 Earnings Call
StockStory94d agoneutral
The Top 5 Analyst Questions From Novavax’s Q1 Earnings Call

Novavax delivered first quarter results that surpassed Wall Street’s revenue and earnings estimates, leading to a significant positive market reaction. Management attributed the quarter’s performance to strong partner-driven revenue streams, particularly from milestone payments and supply sales tied to agreements with Sanofi and Pfizer. CEO John Jacobs emphasized the shift from direct commercial activity to a strategy anchored by licensing and collaboration, noting, “We now have either licensing

Clear Secure (YOU) Valuation Check After Earnings Beat And Ongoing Airport Expansion
Simply Wall St.94d agobullish
Clear Secure (YOU) Valuation Check After Earnings Beat And Ongoing Airport Expansion

Clear Secure (YOU) is back in focus after quarterly results topped earnings and revenue forecasts, supported by continued airport rollouts such as the new deployment at Northwest Arkansas National Airport, along with broader sector tailwinds. See our latest analysis for Clear Secure. The latest move at Northwest Arkansas National Airport and stronger guidance come after a powerful run in the stock, with a 90 day share price return of 81.2% and a 1 year total shareholder return of 143.77%...

5 Must-Read Analyst Questions From Johnson Controls’s Q1 Earnings Call
StockStory94d agoneutral
5 Must-Read Analyst Questions From Johnson Controls’s Q1 Earnings Call

Johnson Controls’ first quarter results beat Wall Street’s revenue and adjusted profit expectations, but the market reacted negatively, with shares trading lower after the announcement. Management attributed the strong sales and margin expansion to robust demand from data center customers and ongoing operational improvements. CEO Joakim Weidemanis highlighted the company’s proprietary business system and technological differentiation in high-capacity cooling as key factors, while also acknowledg

5 Revealing Analyst Questions From Disney’s Q1 Earnings Call
StockStory94d agoneutral
5 Revealing Analyst Questions From Disney’s Q1 Earnings Call

Disney’s first quarter saw notable momentum, with revenue and non-GAAP profit both surpassing Wall Street’s expectations. Management attributed this outperformance to strength across its streaming platforms, including improvements in Disney+ user experience and double-digit advertising revenue growth. CEO Josh D’Amaro highlighted significant progress within Disney Experiences, noting robust demand for new attractions such as World of Frozen at Disneyland Paris and the launch of the Disney Advent

Kyndryl’s Q1 Earnings Call: Our Top 5 Analyst Questions
StockStory94d agoneutral
Kyndryl’s Q1 Earnings Call: Our Top 5 Analyst Questions

Kyndryl’s first quarter results were met with a negative market reaction, as the company posted flat year-on-year revenue while its non-GAAP profit per share fell significantly below Wall Street’s expectations. Management attributed the quarter’s performance to prolonged sales cycles and evolving customer purchasing behaviors, particularly in relation to IBM partnerships. CEO Martin Schroeter noted that customers are increasingly deliberate in IT decision-making as they balance modernization and

MercadoLibre (NasdaqGS:MELI) Valuation Check After Q1 2026 Earnings And Margin Compression
Simply Wall St.94d agoneutral
MercadoLibre (NasdaqGS:MELI) Valuation Check After Q1 2026 Earnings And Margin Compression

MercadoLibre (MELI) is back in focus after its Q1 2026 earnings, which showed strong revenue expansion across Commerce and Fintech, especially in Brazil, while profitability tightened as the company pushed heavier investment. See our latest analysis for MercadoLibre. At a share price of $1,546.81, MercadoLibre has seen its share price fall 17.38% over the past month and 21.63% year to date, while the 1 year total shareholder return is down 40.16%. This suggests that momentum has cooled...

Evaluating Gilead Sciences (GILD) Valuation After Q1 Beat Guidance Shift And New HIV Priority Review
Simply Wall St.94d agobullish
Evaluating Gilead Sciences (GILD) Valuation After Q1 Beat Guidance Shift And New HIV Priority Review

Gilead Sciences (GILD) is back in focus after a busy stretch that combined stronger than expected first quarter results, sharply revised full year loss guidance tied to acquisition related charges, and a priority FDA review for a new HIV regimen. See our latest analysis for Gilead Sciences. Even with the recent news flurry around Q1 results, revised guidance and fresh bond issues, Gilead Sciences' share price has eased in the short term, with a 30 day share price return of 7.29% and a 90 day...

StockStory94d agoneutral
The Top 5 Analyst Questions From APA Corporation’s Q1 Earnings Call

APA Corporation’s first quarter results were met with a negative market reaction, despite revenue and non-GAAP earnings per share both coming in above Wall Street expectations. Management attributed the quarter’s performance to capital efficiency in the Permian Basin and stable production in Egypt, achieved through targeted waterflood investments and improved operational uptime. CEO John J. Christmann noted, “Operational efficiencies and improved uptime drove oil production above guidance, while

Lam Research (LRCX): Buy, Sell, or Hold Post Q1 Earnings?
StockStory94d agoneutral
Lam Research (LRCX): Buy, Sell, or Hold Post Q1 Earnings?

Lam Research has been on fire lately. In the past six months alone, the company’s stock price has rocketed 86.6%, reaching $286.10 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

FDA Guidance Lifts Philip Morris Smoke Free Story And Valuation Debate
Simply Wall St.94d agoneutral
FDA Guidance Lifts Philip Morris Smoke Free Story And Valuation Debate

FDA issues new regulatory guidance that supports commercialization of Philip Morris International's ZYN Ultra and IQOS in the U.S. The agency indicates it will not prioritize enforcement against nicotine pouch and e-vapor products with accepted premarket tobacco applications. This update reduces regulatory uncertainty around NYSE:PM smoke free products and is reflected in stronger Q1 results and improved sentiment among market participants. For investors watching NYSE:PM, this FDA shift...

SLB (SLB): Buy, Sell, or Hold Post Q1 Earnings?
StockStory94d agoneutral
SLB (SLB): Buy, Sell, or Hold Post Q1 Earnings?

What a time it’s been for SLB. In the past six months alone, the company’s stock price has increased by a massive 53.6%, reaching $55.78 per share. This performance may have investors wondering how to approach the situation.

Wall Street Sees Major Upside in Autodesk, Inc. (ADSK) Ahead of Earnings
Insider Monkey94d agoneutral
Wall Street Sees Major Upside in Autodesk, Inc. (ADSK) Ahead of Earnings

Autodesk, Inc. (NASDAQ:ADSK) is among the stocks with the best earnings growth for the next 10 years. Saket Kalia, an analyst at Barclays, trimmed the price target on Autodesk, Inc. (NASDAQ:ADSK) to $300 from $315 and maintained an Overweight rating on May 13. The firm projects 5%-6% YoY growth in Q1 billings. With the Q1 […]

Is Mastercard Incorporated (MA) the Stock with Best Earnings Growth for the Next 10 Years?
Insider Monkey94d agoneutral
Is Mastercard Incorporated (MA) the Stock with Best Earnings Growth for the Next 10 Years?

Mastercard Incorporated (NYSE:MA) is among the stocks with the best earnings growth for the next 10 years. On May 5, BMO Capital reaffirmed an Outperform rating and a price target of $580 on Mastercard Incorporated (NYSE:MA). In its analysis, the firm highlighted the robust Q1 results, with the company delivering beats on both revenue and […]

Kratos’s Q1 Earnings Call: Our Top 5 Analyst Questions
StockStory94d agoneutral
Kratos’s Q1 Earnings Call: Our Top 5 Analyst Questions

Kratos’ first quarter was defined by broad-based momentum across its core defense segments, but the market responded negatively to its results despite notable outperformance against Wall Street’s key expectations. Management pointed to particularly strong execution in its Microwave Electronics, Turbine Technologies, and Unmanned Systems businesses as the main contributors. CEO Eric DeMarco highlighted that Kratos’ “engine business, KTT, is ripping right now,” citing increased demand from missile