News

IDEX (NYSE:IEX) reported first-quarter 2026 results that management said came in above expectations, supported by growth in its targeted “advantage markets” and continued application of the company’s 80/20 operating philosophy. Quarterly performance and orders President and CEO Eric Ashleman said I

With a five-year forward EPS growth rate of almost 20%, Lam Research Corporation (NASDAQ:LRCX) makes it to the best long-term tech stocks to buy according to hedge funds. Lam Research made notable developments during the Q3 FY2026, surpassing market expectations and keeping the ongoing AI-driven demand for semiconductor segment. The company posted $5.84 billion in […]

Generac (NYSE:GNRC) reported first-quarter 2026 results that management described as a return to strong growth, driven by accelerating demand in its Commercial & Industrial (C&I) segment and improved operating leverage. Consolidated net sales rose 12% year-over-year to $1.06 billion, while a

Teladoc Health Inc (TDOC) reports robust revenue growth and strategic advancements in AI and insurance, despite challenges in cash flow and business model shifts.

KLA Corp (KLAC) reports an 11% year-over-year revenue increase, driven by strategic investments and market share gains, while navigating elevated operating expenses and memory pricing pressures.

Everspin Technologies Inc (MRAM) reports robust revenue growth and a significant new defense contract, despite challenges in licensing revenue and increased operating expenses.

Viavi Solutions Inc (VIAV) reports robust revenue and EPS growth, driven by strong demand in data centers and strategic acquisitions, despite challenges in cash flow and certain segments.

TTM Technologies Inc (TTMI) reports a 30% sales growth and positions itself to capitalize on AI and defense megatrends, despite challenges in the automotive market and supply chain pressures.

FormFactor Inc (FORM) reports strong financial performance with record revenue and strategic advancements, despite facing production constraints and market volatility.

Entergy Corp (ETR) reports robust Q1 results with strategic deals and a $57 billion capital plan, setting the stage for sustained growth.

Generac Holdings Inc (GNRC) reports a 12% increase in net sales and raises full-year guidance amid robust C&I segment growth and strategic acquisitions.

General Dynamics (NYSE:GD) opened fiscal 2026 with first-quarter results that President Danny Deep described as “a very powerful quarter in all respects,” highlighted by double-digit growth in revenue and earnings, strong cash generation, and a sharp increase in backlog. Deep, who led the call alon

Entergy (NYSE:ETR) reported first-quarter adjusted earnings per share (EPS) of $0.86 and used its earnings call to detail a major new electric service agreement (ESA) with Meta, a higher long-term retail sales outlook, and a significantly expanded capital plan tied largely to serving new large-load

F5, Inc. recently reported second-quarter fiscal 2026 results, with revenue of US$811.7 million and modest year-on-year increases in net income and earnings per share, while also raising its full-year revenue growth outlook to 7%–8% and guiding third-quarter revenue to US$820 million–US$840 million. Alongside the earnings update, F5 added Veeam Software CEO Anand Eswaran to its board and key committees, underscoring the company’s focus on AI-driven data security and governance as it leans...

Recent commentary on Devon Energy highlights that analysts have raised earnings estimates and Zacks now assigns the company its highest rank, reflecting growing confidence in its upcoming results. At the same time, shareholder-focused pressure from investors like Kimmeridge around the pending Coterra merger underscores how governance and capital allocation could materially shape Devon’s longer-term value story. We’ll now examine how this upgraded earnings outlook and analyst optimism may...

NXP Semiconductors NV (NASDAQ:NXPI) is one of the 10 Stocks Notching Impressive Double-Digit Gains. NXP Semiconductors soared to a fresh all-time high on Wednesday, as investors cheered its stellar earnings performance in the first quarter of the year, with profits more-than-doubling and cracking past the $1 billion level, thanks to a strong demand from AI. […]

Plug Power Inc. (NASDAQ:PLUG) is one of the 10 Stocks Notching Impressive Double-Digit Gains. Plug Power snapped a four-day losing streak on Wednesday, jumping 12.54 percent to close at $3.41 apiece, after a bullish rating, while investors repositioned portfolios ahead of its first quarter earnings performance. In a market note, Clear Street upgraded Plug Power […]

Solaris Energy Infrastructure, Inc. reported past Q1 2026 results with revenue of US$196.24 million, net income of US$21.44 million, and basic EPS from continuing operations of US$0.40, all higher than the same quarter a year earlier. The company also expanded its long-term contracted power portfolio with global technology companies, lifting secured generation capacity to 3.10 gigawatts and underscoring its push into integrated turnkey power solutions for data centers and industrial...

General Dynamics (GD) just posted first quarter 2026 results that came in ahead of Wall Street expectations, with double digit growth in revenue, operating earnings, and net earnings compared with a year earlier. See our latest analysis for General Dynamics. The strong first quarter update appears to have shifted sentiment, with a 1 day share price return of 7.99% reversing recent weakness. The 1 year total shareholder return of 26.77% underlines still solid longer term momentum. If this...

At this time, I would like to welcome everyone to the KLA Corporation March Quarter 2026 Earnings Conference Call. KLA delivered strong results across the board for the March quarter with revenue of $3.415 billion, up 4% sequentially and 11% year-over-year driven by increased investment in leading-edge foundry logic and high bandwidth memory.

Viavi Solutions (NASDAQ:VIAV) reported fiscal third-quarter 2026 results that topped the high end of management’s guidance on revenue, operating margin, and earnings per share, citing continued strength across several end markets—particularly data center-related demand and aerospace and defense. Qu

Moby summary of Viavi Solutions Inc.'s Q3 2026 earnings call

Everspin Tech (NASDAQ:MRAM) reported first-quarter 2026 results at the high end of its guidance range and highlighted a newly announced $40 million, two-and-a-half-year agreement with a U.S. prime contractor focused on defense-related Toggle MRAM process technology and engineering services. New $40

KLA (NASDAQ:KLAC) reported March quarter 2026 results that management said reflected “strong results across the board,” driven by customer investment at the leading edge in foundry logic and High-Bandwidth Memory (HBM) and supported by growing momentum in advanced packaging and services. March quar

Southern Copper (SCCO) delivered earnings and revenue surprises of +8.48% and -0.11%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Moby summary of FormFactor, Inc.'s Q1 2026 earnings call

Joining us on our call today, we have Daniel Schreiber, CEO and Co-Founder; Shai Wininger, President and Co-Founder; Tim Bitsy, Chief Financial Officer; and Nick Stead, SVP Finance. A letter to shareholders covering the company's first quarter 2026 financial results is available on our Investor Relations website at lemonade.com/investor.

Edwin Roks: Thank you, Sean. Good afternoon, everyone and thank you for joining us for our first quarter 2026 conference call. At TTM Technologies, we are focused on designing and manufacturing complex products and solutions in 2 strategic directions.

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

FormFactor (NASDAQ:FORM) reported first-quarter 2026 results that management said marked another all-time revenue record, alongside profitability that exceeded the company’s outlook. On the earnings call, Chief Executive Officer Mike Slessor said revenue grew sequentially and that gross margin and e