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LLY Q2 Deep Dive: Key Products and Pipeline Expansion
StockStory3d agoneutral
LLY Q2 Deep Dive: Key Products and Pipeline Expansion

Global pharmaceutical company Eli Lilly (NYSE:LLY) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 47.7% year on year to $22.97 billion. The company’s full-year revenue guidance of $86 billion at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP profit of $8.38 per share was 27.3% above analysts’ consensus estimates.

Eli Lilly (LLY) Gains FDA Breakthrough Nod As Olomorasib Cancer Trial Broadens
Simply Wall St.3d agobullish
Eli Lilly (LLY) Gains FDA Breakthrough Nod As Olomorasib Cancer Trial Broadens

Eli Lilly (NYSE: LLY) reported that its KRAS G12C inhibitor olomorasib received FDA Breakthrough Therapy designation for advanced pancreatic cancer in patients with a KRAS G12C mutation. The company entered a new clinical trial collaboration with Amplia Therapeutics to test olomorasib in combination with Amplia's FAK inhibitor narmafotinib in advanced non small cell lung cancer. These developments highlight Eli Lilly's efforts to broaden its oncology portfolio beyond its diabetes and obesity...

Doximity (DOCS) Is Up 31.0% After Raising Revenue Outlook On Clinical AI Adoption - Has The Bull Case Changed?
Simply Wall St.3d agoneutral
Doximity (DOCS) Is Up 31.0% After Raising Revenue Outlook On Clinical AI Adoption - Has The Bull Case Changed?

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance to US$170–171 million for second-quarter revenue and US$671–681 million for full-year revenue. We’ll now examine how Doximity’s raised revenue outlook, underpinned by accelerating adoption...

Does AirJoule Technologies (AIRJ) Using GE Vernova’s Campus Showcase Reframe Its Industrial Water Strategy?
Simply Wall St.3d agoneutral
Does AirJoule Technologies (AIRJ) Using GE Vernova’s Campus Showcase Reframe Its Industrial Water Strategy?

In July 2026, AirJoule Technologies Corporation deployed its AirJoule Core atmospheric water generation system at GE Vernova’s new Advanced Research Center Frontier Campus in Niskayuna, New York, where it now operates as a live showcase producing distilled water directly from air for visiting customers and partners. This installation deepens the 50/50 joint venture between AirJoule and GE Vernova, giving potential industrial and data center users a real-world view of how modular on-site...

First Solar (FSLR) After Tariffs And Guidance, Buying Opportunity Or Fairly Valued?
Simply Wall St.3d agobullish
First Solar (FSLR) After Tariffs And Guidance, Buying Opportunity Or Fairly Valued?

Tariffs, earnings and guidance put First Solar stock in focus First Solar (FSLR) has moved into the spotlight after the U.S. administration approved a 15% tariff and minimum import prices on polysilicon products. This policy treats its thin film technology differently from silicon based rivals. The company publicly backed the new trade measures, which target reliance on Chinese polysilicon supply chains and support domestic manufacturing. Investors are weighing how this policy backdrop...

Why Vishay Precision Group (VPG) Is Down 25.5% After Q2 Loss Widens Despite Higher Sales
Simply Wall St.3d agoneutral
Why Vishay Precision Group (VPG) Is Down 25.5% After Q2 Loss Widens Despite Higher Sales

Vishay Precision Group, Inc. has reported its second-quarter 2026 results, with sales rising to US$83.94 million from US$75.16 million a year earlier, while swinging from a net income of US$0.25 million to a net loss of US$1.72 million and issuing third-quarter revenue guidance of US$84 million to US$89 million. Despite higher year-on-year sales for both the quarter and first half of 2026, the company moved deeper into loss-making territory, marking a contrast with earlier analyst...

Karman Holdings (KRMN) Could Be 45% Undervalued On Q2 Earnings And Higher Guidance
Simply Wall St.3d agoneutral
Karman Holdings (KRMN) Could Be 45% Undervalued On Q2 Earnings And Higher Guidance

Why Karman Holdings stock is in focus after Q2 earnings Karman Holdings (KRMN) drew fresh attention after reporting second quarter 2026 results on 6 August, along with higher full year revenue guidance and a repricing of its term loans and revolving credit facility. See our latest analysis for Karman Holdings. The earnings beat, higher guidance and lower interest costs have clearly shifted sentiment around Karman Holdings. The 1-day share price return of 5.60% and the 7-day share price return...

QuantumScape (QS) Q2 Reset Puts Its $85 Fair Value Narrative To The Test
Simply Wall St.3d agoneutral
QuantumScape (QS) Q2 Reset Puts Its $85 Fair Value Narrative To The Test

Q2 Earnings Shift QuantumScape’s Timeline And Business Model QuantumScape (QS) unsettled investors after its Q2 earnings update, which paired a continued lack of revenue and cash burn with a move away from near term manufacturing plans toward a licensing focused approach. See our latest analysis for QuantumScape. QuantumScape’s Q2 update landed after a tough stretch for the stock, with the share price down 45.03% year to date and the 1 year total shareholder return down 30.59%. The 1 day...

Forkast News3d agoneutral
Nvidia’s $3 Billion Bet on Lancium Signals the Compute Landlord Thesis Has Reached the Power Layer

The bottleneck for AI has shifted from compute capacity to the electricity required to run it. Nvidia, which has spent the past two years underwriting the financial existence of its largest customers through vendor financing and credit substitution, is now crossing a different threshold entirely: equity ownership in the power infrastructure that sustains its hardware. […]

Nutrien Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Nutrien Q2 Earnings Call Highlights

Nutrien (NYSE:NTR) reported second-quarter adjusted EBITDA of $2.4 billion and first-half adjusted EBITDA of $3.5 billion, up 6% from a year earlier, as record potash sales volumes, proprietary-product margin growth and operating execution supported results. Cash provided by operating activities in

Nerdy Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Nerdy Q2 Earnings Call Highlights

Nerdy (NYSE:NRDY) reported second-quarter results that showed improved margins and a narrower loss, while the online learning company announced plans to wind down its Varsity Tutors for Schools business and exit First Tutors, a smaller U.K. tutoring operation. Founder, Chairman and Chief Executive

NiSource Q2 Earnings Call Highlights
MarketBeat3d agoneutral
NiSource Q2 Earnings Call Highlights

NiSource (NYSE:NI) reported second-quarter 2026 adjusted earnings of $0.16 per share, compared with $0.22 per share a year earlier, while reaffirming its full-year earnings outlook and long-term growth targets. Year-to-date adjusted earnings rose to $1.22 per share, up $0.03 from the same period in

Disney may give streaming away for a surprisingly profitable reason
TheStreet3d agoneutral
Disney may give streaming away for a surprisingly profitable reason

Streaming customers have seen their monthly bills go in one direction for years: up. But it seems Disney (DIS) is thinking quite differently now. In its latest earnings call, Disney CEO Josh D’Amaro said the company is exploring free streaming channels that could make some of its vast entertainment ...

Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push
Insider Monkey3d agoneutral
Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push

Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips. But the company’s August 6 announcement of new VMware vDefend and Avi Load Balancer capabilities is a reminder that its infrastructure software business, the one built to throw off steady, high-margin cash, is still evolving too. With the stock sitting roughly […]

Innodata (INOD) Reaffirms 2026 Guidance Following Record Q2 As Valuation Debate Heats Up
Simply Wall St.3d agoneutral
Innodata (INOD) Reaffirms 2026 Guidance Following Record Q2 As Valuation Debate Heats Up

Why Innodata stock is back in focus after fresh guidance Innodata (INOD) has moved back onto investors watchlists after the company reaffirmed its full year 2026 revenue guidance, targeting revenue growth of 40% or more compared with 2025. The guidance update lands alongside record second quarter 2026 results, a planned leadership transition, new AI cybersecurity products and fresh capital markets activity. This gives you several angles to assess what the stock’s current price is factoring...

Can Starbucks (SBUX) Justify Its Valuation As Earnings And Guidance Move Higher?
Simply Wall St.3d agoneutral
Can Starbucks (SBUX) Justify Its Valuation As Earnings And Guidance Move Higher?

Starbucks earnings and guidance move back into focus Starbucks (SBUX) is back in the spotlight after reporting fiscal third quarter results on July 29, 2026, with revenue of US$9.32b and net income of US$1.05b. Earnings per share from continuing operations were US$0.92 basic and US$0.91 diluted. For the first nine months of the fiscal year, Starbucks reported revenue of US$28.77b and net income of US$1.85b. Basic and diluted earnings per share from continuing operations were...

Circle (CRCL) Stock Sees Fair Value Cut As Analysts Split On USDC And Arc
Simply Wall St.3d agoneutral
Circle (CRCL) Stock Sees Fair Value Cut As Analysts Split On USDC And Arc

The fair value estimate for Circle Internet Group has been revised from US$133.71 to US$107.98, pointing to a lower implied equity value in current models. This shift sits within a Street backdrop where price targets range from roughly US$25 to US$157, reflecting very different views on USDC, Arc and the impact of new stablecoin rivals. In the sections that follow, you will see how these moving pieces shape the evolving analyst narrative and what to watch next as it develops. Analyst Price...

Why Century Aluminum (CENX) Is Up 14.4% After Returning To Profit And Full Smelter Utilization
Simply Wall St.3d agoneutral
Why Century Aluminum (CENX) Is Up 14.4% After Returning To Profit And Full Smelter Utilization

In the past week, Century Aluminum Company reported second-quarter 2026 results showing revenue of US$752.1 million and net income of US$249.3 million, a shift from a small net loss a year earlier. The company also achieved full utilization of its smelting assets for the first time in over a decade and secured future tariff relief supporting its planned Oklahoma smelter project, reshaping its operational and policy backdrop. Now we’ll explore how Century Aluminum’s move to full operating...