Notícias

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Financials ETF”. A letter can be downloaded here. In the quarter ended June 30, 2026, Baron Financials ETF (the Fund) increased by 1.82%, underperforming both the MSCI USA Financials Index (up 8.93%) and the FactSet Global FinTech Index (up 6.14%). […]

Celsius Holdings stock has seen a sharp three year decline in shareholder returns, yet the market still prices the company on the rich side compared with its fundamentals. For investors, the question is why a stock with this recent track record continues to screen expensive on broad valuation checks. Over the past three years, Celsius Holdings shares have delivered a total return that is down about 49.5%, which puts recent enthusiasm in a different light. Expectations that the company can...

In recent days, analysts became more optimistic about NetApp’s July 2026-quarter earnings, highlighting an anticipated earnings beat on rising consensus estimates and positive Earnings ESP. At the same time, NetApp’s repeated recognition as a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage Platforms underscored its positioning in hybrid cloud and AI-ready storage, adding to the improving sentiment ahead of results. We will now examine how this growing analyst optimism around...

Marvell Technology's Q2 beat and stronger outlook reflect broad AI-driven data center demand, while custom silicon growth adds to its expansion.

Frontline (NYSE:FRO) reported its highest quarterly profit and adjusted profit on record for the second quarter of 2026, supported by sharply higher tanker rates and market inefficiencies that management said have tightened effective vessel supply. The company posted net income of $659.2 million, o

Ulta Beauty posted a clean earnings beat and raised its full year outlook, yet traders punished the stock in heavy Friday volume. Understanding why requires a closer look at the pattern that has haunted this name after nearly every strong report.

Despite a 46% revenue decline, Tobii AB (TBIIF) posts strong gross margins and AutoSense growth, while navigating a strained cash position and restructuring efforts.

Strong product demand and strategic acquisition drive revenue growth, with adjusted EBITDA up 26% excluding scope changes.

Klein's bullish thesis rests on a convergence of deeply negative sentiment, a near-unbroken historical earnings track record, and an expectation that CEO Hock Tan will directly confront the dominant bear narrative on the call. Broadcom is the most direct publicly traded expression of the custom ASIC AI chip debate — the market's current verdict on whether Google's in-house chip development will erode AVGO's hyperscaler revenue is weighing visibly on the stock.

Dollar General tops Q2 earnings and sales estimates as same-store sales rose 3.5%, margins expanded and full-year guidance increased.

Best Buy (BBY) second-half comparable sales guidance pointed to a sequential deceleration in growth,

Burlington Stores shares fall 7.6% after Q2 revenues miss estimates, even as EPS beats sharply and FY26 sales, margin and EPS guidance rise.

Bears spent months building a case that AI would hollow out Salesforce and eventually topple Nvidia, and then a single earnings night arrived and put both arguments on trial at once.

Workday beats fiscal Q2 estimates as subscription growth, expanding margins and surging AI adoption drive results and a higher full-year margin outlook.

Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only one valuation actually holds up.

Best Buy stock has delivered a 26.8% gain over the past three years, yet recent trading and valuation checks suggest the shares now look closer to fairly priced than like an obvious bargain. With the company lifting its full year outlook and leaning further into higher margin revenue streams such as advertising, the key question is whether the current valuation still leaves enough potential upside for new investors. A 26.8% return over three years indicates that Best Buy has already rewarded...

GameStop stock continues to trade under pressure after a prolonged slide in returns, while some of the valuation checks on earnings and asset based multiples still do not paint a clear picture of either a bargain or an obvious overpricing. Over the past 5 years, GameStop shareholders have seen the stock decline about 65%, which keeps the market focus firmly on whether the current price reflects a structurally weaker business or an overly pessimistic view. The recent plan to issue US$1.4b of...

ADSK's Q2 fiscal 2027 revenues rise 16% as operating leverage lifts margins, while construction strength and emerging markets support growth.

PANW heads into Q4 earnings with platformization, AI-security adoption and deal wins supporting growth, while acquisition costs pose pressure.

A stronger forecast comes with one important valuation catch

MDB heads into Q2 fiscal 2027 earnings with Atlas momentum, expanding AI capabilities and stronger RPOs, while EA deal timing remains a risk.

ULTA topped Q2 earnings and sales estimates as digital growth, category strength and execution supported a higher fiscal 2026 outlook.

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

SentinelOne raises its fiscal 2027 outlook as AI security demand, platform adoption and stronger operating leverage support growth.

The Chinese chipmaker posted net profit of 77.6 billion yuan in its first earnings report since going public in July

Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.

IREN says that FY26 AI cloud capacity is largely sold out, putting delivery, funding and FY27 contracting in focus as ARR is set to top $4B by December.

CRM raises its fiscal 2027 revenue outlook as AI demand, stronger bookings and low attrition reinforce its case for organic reacceleration.

Autodesk raises fiscal 2027 billings and revenue guidance as MaintainX, AI and sales productivity support stronger underlying growth.

Bitcoin miner Iren, which has moved to the AI compute business, is falling on earnings but it could be a buying opportunity, according to one Wall Street firm.