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Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.
AI workloads drive 37% product revenue growth and accelerate customer consumption patterns.
What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks like Credo and Broadcom faced brutal pullbacks despite stellar numbers, while Snowflake surged on accelerated cloud and consumption growth. The two also examined forward price-to-earnings multiples, hardware versus software margins, peak earnings anxieties, and why the market is treating today's tech boom differently than past megatrends like the smartphone surge.
Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.
Adobe stock has been a laggard in the software in the sector, but new CEO Anil Chakravarthy hopes to turn things around.
All three major US stock indexes were up in late-morning trading Thursday, while the rise in Treasur
Snowflake (NYSE:SNOW) shares rose 23. 9% to $379.
Snowflake Inc (NYSE:SNOW), the American cloud data analytics company, saw its shares jump 23% in after-hours trading on Wednesday after it posted results that beat Wall Street expectations. The company reported adjusted earnings per share of 62 cents, well ahead of the 45 cents forecast by...
Snowflake Inc (SNOW) reports 37% product revenue growth, with AI offerings CoCo and CoWork fueling acceleration and prompting an upward revision of full-year outlook.
Snowflake (NYSE:SNOW) reported accelerating second-quarter fiscal 2027 growth as demand for its core data platform and AI products increased, while the company also expanded its non-GAAP operating margin and raised its full-year product revenue outlook. Product revenue totaled $1.49 billion, up 37%
The data warehouse has been a unique exception to Wall Street’s software malaise. Its latest results are showing the rally could continue.
While the top- and bottom-line numbers for Snowflake (SNOW) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Cloud data platform provider Snowflake (NYSE:SNOW) will be reporting earnings this Wednesday after market hours. Here’s what to look for.
The firm sees product revenue beating guidance by more than 3%
Snowflake is set to report earnings Wednesday afternoon, with the cloud database software provider’s stock seen potentially rising to a fresh five-year high following the results.
It’s another quiet but important week on the earnings front this week, with some key technology names set to report. This week we have Broadcom, Dell Technologies, Palo Alto Networks and Snowflake all set to report.
Options imply a 12% move, but history suggests it could be much bigger.
Nvidia (NVDA) delivered earnings and revenue surprises of +6.22% and +4.82%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
MongoDB stock has surged over 32% in the past month, but with a September 1 earnings report looming and a key leadership vacancy still unfilled, the question is whether Atlas momentum and AI positioning are enough to close the gap to analysts' targets.
Zeta Global (NYSE:ZETA) reported second-quarter 2026 revenue of $443 million, up 44% from a year earlier, or 28% excluding revenue from mergers and acquisitions. The company said the result marked its 20th consecutive quarter of beating and raising its outlook. Adjusted EBITDA rose 56% year over ye
Teradata (NYSE:TDC) reported second-quarter results marked by growth in recurring revenue, expanded operating margins and higher free cash flow, while reaffirming its full-year outlook for total annual recurring revenue, total revenue and recurring revenue. The company raised its full-year non-GAAP
Palantir just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually suggest about where shares go from here.
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here. Spyglass Growth Strategy appreciated 24.63% in the second quarter, significantly outperforming the Bloomberg Midcap Growth Index’s 14.05% increase, the Bloomberg 2500 Growth Index’s 19.01% gain, and the Bloomberg 500 […]
Gitlab (GTLB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Moby summary of Domo, Inc.'s Q1 2027 earnings call
Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.
The stock market hit new highs on all the key indexes this past week, buoyed by Iran optimism, tumbling oil prices and mostly positive earnings. Snowflake, Dell Technologies, NetApp, Okta, Dycom Industries and Best Buy were notable earnings winners, though there were a number of losers too.
Snowflake lifts outlook as Snowflake Intelligence and Cortex Code adoption jumps, fueling its agent enterprise push beyond warehousing.
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