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Can CRM Stock Compound Its Way Higher?
Trefis13d agoneutral
Can CRM Stock Compound Its Way Higher?

At $190.99, Salesforce (CRM) looks set up for roughly 24% of upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Reuters13d agoneutral
Western Digital forecasts upbeat revenue but shares fall on lofty expectations

Western Digital forecast quarterly revenue slightly above Wall Street estimates on Wednesday, betting ‌on strong AI-driven demand for its hard disk ‌drives. Still, its shares dropped more than 9% in extended trading, after ​the forecast failed to impress investors even though the stock has tripled this year on expectations of sustained AI-driven growth. Memory and storage stocks have soared this year as ‌investors bet data-center ⁠demand will support pricing and fuel growth across the industry.

Novanta’s (NASDAQ:NOVT) Q2 CY2026 Sales Top Estimates, Guides for Strong Full-Year Sales
StockStory13d agoneutral
Novanta’s (NASDAQ:NOVT) Q2 CY2026 Sales Top Estimates, Guides for Strong Full-Year Sales

Medicine and manufacturing technology provider Novanta (NASDAQ:NOVT) announced better-than-expected revenue in Q2 CY2026, with sales up 10.3% year on year to $265.8 million. On top of that, next quarter’s revenue guidance ($302 million at the midpoint) was surprisingly good and 14.9% above what analysts were expecting. Its non-GAAP profit of $0.89 per share was 7.2% above analysts’ consensus estimates.

AppLovin Stock Sinks on Soft Earnings
Barrons.com13d agoneutral
AppLovin Stock Sinks on Soft Earnings

Shares of ad-technology platform AppLovin fell sharply after it reported soft second-quarter earnings on Wednesday afternoon. AppLovin stock was down 21% in after-hours trading. Sales came in at $1.92 billion, just shy of the $1.94 billion expected by Wall Street and up 53% since last year.

Kraft Heinz Turns to Football and Princesses to Win Over Shoppers
The Wall Street Journal13d agoneutral
Kraft Heinz Turns to Football and Princesses to Win Over Shoppers

The maker of Kraft Mac & Cheese plans to increase marketing spending to at least 6% of net sales, leaning on partnerships with the NFL and Disney and new campaigns as it tries to reverse a U.S. sales slump. “There’s nothing like putting a princess on a package that really gets young people excited,” says Steve Cahillane, CEO of Kraft Heinz, which said Wednesday it plans to spend an extra $100 million to catch more Americans' attention. Kraft Heinz said its marketing push is helping sales, though net sales still slipped 1.4% in the second quarter.

Block Raises Outlook on Financial Solutions Growth
The Wall Street Journal13d agoneutral
Block Raises Outlook on Financial Solutions Growth

Block raised its full-year guidance and reported higher second-quarter revenue as growth in its commerce and financial solutions businesses helped to offset declines in Bitcoin.

Investing.com13d agoneutral
Western Digital tops estimates, offers guidance; shares fall

Investing.com -- Western Digital Corporation reported fourth quarter earnings per share of $3.56 on Wednesday, beating analyst expectations of $3.29 by $0.27. The data storage company posted revenue of $3.75 billion for the quarter, above the consensus estimate of $3.69 billion.

ADBE Stock: Where Compounding Could Take The Price
Trefis13d agoneutral
ADBE Stock: Where Compounding Could Take The Price

While investors focus on subscription seats, a different engine is firing up. Adobe is aggressively pivoting to a freemium model, nearly doubling its Creative Freemium monthly active users in a single year. This strategic shift is designed to capture a new generation of users through products like Firefly and Express. The company is trading near-term growth for a much larger top-of-funnel.