News

CDW heads into Q2 2026 earnings with expectations for high single-digit EPS growth, AI-driven demand and a strong backlog amid ongoing supply chain uncertainty.

One company just doubled its revenue; the other boasts a 39% net margin and robust free cash flow.

GDDY tops Q2 earnings and revenue estimates as growth across both segments, rising ARPU, and accelerating Airo adoption support results and guidance.

RDDT tops Q2 earnings and revenue estimates as ad demand, pricing and user growth fuel monetization, with Q3 guidance pointing to continued momentum.

ENTG heads into second-quarter earnings with AI-driven semiconductor demand, improving wafer fab spending and expectations for another earnings beat.

Universal Display beats Q2 earnings estimates as royalty growth offsets weaker material sales, while revenue misses and demand softness push guidance toward the low end.

IDCC tops Q2 2026 estimates as a new Amazon licensing agreement boosts streaming revenues, even as smartphone licensing sales and earnings decline.

Arista is a profitable AI infrastructure supplier, while BigBear.ai is positioning to win more government contracts.

MPWR topped Q2 estimates as Enterprise Data revenue surged 164.3% and margins widened. Q3 sales are projected to be $1.14-$1.16 billion.

VRT beats second-quarter earnings on stronger margins and operating execution, even as sales miss estimates, while raising its 2026 outlook.

FICO beats Q3 earnings estimates as Scores demand fuels 26% revenue growth, margin expansion and a higher fiscal 2026 outlook despite softer software growth.

SIMO's Q2 2026 revenues are up 127%, beating earnings estimates as demand surges for storage controllers and Ferri solutions, with strong Q3 guidance.

TER beats Q2 earnings and revenue estimates as record memory-test sales and AI demand fuel a second straight quarter of record revenues.

QRVO tops Q1 earnings and revenue estimates despite lower smartphone-related sales, as strong growth in High-Performance Analog and disciplined cost management lift margins.

ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.

Figma, Inc. (FIG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AMD trades at a steeper valuation despite slower profit margins, while Arista's high customer concentration adds risk to its premium profitability.

Arista Networks (ANET) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SANM tops fiscal Q3 earnings and revenue estimates as AI demand, cloud momentum and strong execution fuel growth and prompt higher full-year guidance.

Celestica tops Q2 estimates as booming cloud connectivity demand fuels record margins, prompting Celestica to lift its 2026 outlook and project faster growth in 2027.

GLW beats Q2 estimates as AI-driven optical demand and surging solar sales lifted revenues, margins and cash flow.

Nokia is balancing telecom headwinds with fast-growing AI networking, cloud infrastructure and enterprise demand as investors weigh its long-term growth potential.

VZ beat Q2 earnings estimates on record margins, stronger subscriber growth and higher cash flow, prompting Verizon to raise its 2026 earnings outlook again.

ROST, ANET, AVGO, HST and AME pair strong cash flow with high ROE as oil-fueled volatility rattles markets.

NOK's Q2 earnings beat profit estimates as AI & Cloud demand lift Network Infrastructure growth, even as revenues miss expectations.

Unity Software, HubSpot, Arista Networks and Block gear up for Q2 earnings, with AI and cloud growth supporting potential beats.

CALX tops Q2 2026 revenue and earnings estimates as broadband demand, appliance adoption and cloud services growth lift sales and profit.

Nokia heads into Q2 earnings with AI networking advances, customer wins, and a broad 5G portfolio, but competition and telecom spending remain key watchpoints.

Arista Networks (ANET) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.