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Is MARA’s (MARA) Earnings-Revenue Tradeoff Reframing Its Bitcoin Mining And AI Infrastructure Story?
Simply Wall St.6d agoneutral
Is MARA’s (MARA) Earnings-Revenue Tradeoff Reframing Its Bitcoin Mining And AI Infrastructure Story?

In the past week, Marathon Digital Holdings, Inc. (MARA) shares traded lower ahead of its earnings report scheduled for August 6, 2026, as analysts projected improved earnings per share but a quarterly revenue decline. This mix of better earnings efficiency and weaker top-line expectations highlights how closely investors are watching the balance between profitability and growth in MARA’s evolving business model. We’ll now examine how anticipation of improved earnings but softer revenue...

Is IDEX (IEX) Pricey Following Earnings And Buyback News?
Simply Wall St.6d agobullish
Is IDEX (IEX) Pricey Following Earnings And Buyback News?

IDEX (IEX) just released second quarter and first half 2026 results, along with an update on its long running share repurchase program, giving investors fresh numbers to evaluate the stock. See our latest analysis for IDEX. Recent earnings and buyback news come as IDEX trades at US$230.45, with the share price up 28.7% year to date and a 1 year total shareholder return of 46.98%. This points to momentum building over the past year despite a modest pullback in the last trading day. If you are...

Should LyondellBasell’s Supply-Driven Earnings Rebound and Margin Gains Require Action From LYB Investors?
Simply Wall St.6d agobearish
Should LyondellBasell’s Supply-Driven Earnings Rebound and Margin Gains Require Action From LYB Investors?

LyondellBasell Industries N.V. recently reported past second-quarter 2026 results, with revenue rising to US$9,177 million and net income to US$558 million, alongside materially higher earnings per share versus a year earlier. The company’s margin improvement was helped by supply disruptions in Middle Eastern polyethylene capacity, allowing LyondellBasell to benefit from tighter markets while it continued portfolio streamlining and cost-cutting efforts. We’ll now examine how this sharp...

Sterling Earnings: What To Look For From STRL
StockStory6d agoneutral
Sterling Earnings: What To Look For From STRL

Civil infrastructure construction company Sterling Infrastructure (NASDAQ:STRL) will be announcing earnings results this Monday after market close. Here’s what investors should know.

Valero (VLO) Stock Looks Reasonable On Cash Flow But Rich On Earnings
Simply Wall St.6d agoneutral
Valero (VLO) Stock Looks Reasonable On Cash Flow But Rich On Earnings

After a very strong five year run that has seen Valero Energy deliver a cumulative return of 449.3%, the stock now sits at a point where recent momentum and mixed valuation signals are rubbing against each other. At the latest close of US$312.90, the Discounted Cash Flow (DCF) intrinsic value estimate points to a price that is roughly in line with the market, while earnings based multiples screen the stock as looking expensive. Over the past 5 years Valero Energy has returned 449.3%, which...

First Majestic Silver (TSX:AG) Earnings And Dividend Update Puts Valuation Back In Focus
Simply Wall St.6d agoneutral
First Majestic Silver (TSX:AG) Earnings And Dividend Update Puts Valuation Back In Focus

First Majestic Silver (TSX:AG) just paired a second quarter earnings release with a fresh dividend declaration and an update on recent share repurchases, giving investors new information on cash returns and profitability. See our latest analysis for First Majestic Silver. That mix of higher reported profitability, a lower quarterly dividend and completed buybacks comes against a share price that has eased recently. The 30 day share price return is a 12.62% decline and the 90 day return is a...

Universal Display (OLED) Could Be 37% Undervalued After Lowered 2026 Guidance
Simply Wall St.6d agoneutral
Universal Display (OLED) Could Be 37% Undervalued After Lowered 2026 Guidance

Universal Display (OLED) just released second quarter 2026 results that showed lower revenue and earnings compared with a year earlier, alongside a dividend affirmation, revised full year revenue guidance and an update on its share repurchase activity. See our latest analysis for Universal Display. Universal Display’s latest earnings update and lower revenue guidance come against a weak share price backdrop, with the stock at US$80.16. The year-to-date share price return is down 34.21%, while...

Johnson Controls International (JCI) After Q3 Earnings Is The Upside Still Priced In
Simply Wall St.6d agoneutral
Johnson Controls International (JCI) After Q3 Earnings Is The Upside Still Priced In

Why Johnson Controls International stock is in focus after Q3 earnings Johnson Controls International (JCI) is back on investors’ radar after its third quarter earnings release for the period ended June 30, 2026, highlighted fresh revenue and earnings figures across its building solutions portfolio. The company reported third quarter revenue of US$6.61b compared to US$6.05b a year earlier, with net income of US$749m compared to US$701m. Basic and diluted earnings per share from continuing...

Is Nextpower (NXT) Undervalued On Record Revenue And Higher 2027 Guidance?
Simply Wall St.7d agoneutral
Is Nextpower (NXT) Undervalued On Record Revenue And Higher 2027 Guidance?

Nextpower (NXT) is back in focus after reporting record first quarter revenue, expanding its backlog above US$5.5b, and raising fiscal 2027 guidance for both revenue and GAAP net income. See our latest analysis for Nextpower. Despite the earnings beat, raised fiscal 2027 outlook, and a backlog above US$5.5b, Nextpower’s share price has pulled back sharply in recent weeks. The 30 day share price return is down 20.36% and the 90 day share price return is down 25.06%, even as the 1 year total...

How Q2 2026 Earnings Beat And Premium Growth At Delta Air Lines (DAL) Has Changed Its Investment Story
Simply Wall St.7d agobullish
How Q2 2026 Earnings Beat And Premium Growth At Delta Air Lines (DAL) Has Changed Its Investment Story

Delta Air Lines recently reported second-quarter 2026 earnings of US$1.56 per share, topping consensus estimates despite higher fuel costs and revenue coming in slightly below expectations, while premium and diversified revenue streams continued to expand. Analysts have responded to this performance with upgraded earnings estimates and a strong consensus rating, highlighting growing confidence in Delta’s ability to leverage premium, loyalty, and international revenue to support its profit...

Morgan Stanley's Amazon earnings verdict has a blind spot
TheStreet7d agoneutral
Morgan Stanley's Amazon earnings verdict has a blind spot

Amazon (AMZN) stock closed the July 31 trading session up 15.32% at $271.58, as it soared following the release of its second quarter (Q2) 2026 earnings report on July 30. The stock is up 17.66% year-to-date as of Saturday morning, August 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about ...

Colgate Palmolive (CL) Stock Trades At A Cash Flow Discount Despite An Earnings Premium
Simply Wall St.7d agoneutral
Colgate Palmolive (CL) Stock Trades At A Cash Flow Discount Despite An Earnings Premium

Colgate-Palmolive stock has delivered a 30.8% return over the past five years, yet there is a split in what the valuation tools say today. The Discounted Cash Flow (DCF) intrinsic value estimate points to upside relative to the market price, while traditional market multiples suggest the shares are on the expensive side. Over the last 5 years Colgate-Palmolive has returned 30.8%, which points to a steady but not spectacular payoff for long term holders. The key support for the current...

5 Insightful Analyst Questions From Nasdaq’s Q2 Earnings Call
StockStory7d agoneutral
5 Insightful Analyst Questions From Nasdaq’s Q2 Earnings Call

Nasdaq’s second quarter was marked by double-digit growth across all divisions, as the company benefited from robust demand for its market infrastructure and technology solutions. Management highlighted historic milestones in listings, including the SpaceX IPO and record net inflows in its Index business, as well as the growing adoption of AI-enabled tools. CEO Adena Friedman pointed to the breadth of new client activity and product launches as key contributors, while ongoing investment in digit

The 5 Most Interesting Analyst Questions From Intel’s Q2 Earnings Call
StockStory7d agoneutral
The 5 Most Interesting Analyst Questions From Intel’s Q2 Earnings Call

Despite exceeding Wall Street’s estimates for both revenue and non-GAAP profit, Intel’s second quarter results prompted a significant negative market reaction. Management pointed to record demand for server CPUs, robust data center performance, and improving manufacturing execution as key drivers of the period. CEO Lip-Bu Tan highlighted, “Our core server CPU franchise is growing faster than ever,” and emphasized progress in Intel’s advanced packaging and foundry offerings. However, the company

5 Must-Read Analyst Questions From Sallie Mae’s Q2 Earnings Call
StockStory7d agoneutral
5 Must-Read Analyst Questions From Sallie Mae’s Q2 Earnings Call

Sallie Mae’s second-quarter performance fell short of Wall Street’s expectations, with both revenue and GAAP earnings per share missing analyst forecasts. Management attributed the flat revenue and lower profits to a combination of increased noninterest expenses—mainly from upfront investments in new products and technology—and a temporary dip in net interest margin due to elevated liquidity ahead of peak loan origination season. CEO Jonathan Witter emphasized that credit trends within the portf