Notícias

Fabrinet guidance and recent earnings set the stage Fabrinet (FN) recently issued earnings guidance for the first fiscal quarter ending September 25, 2026, alongside reporting fourth quarter results. This gives investors fresh data points to reassess the stock after recent share price pressure. Fabrinet’s recent earnings beat and fresh revenue guidance have arrived after a sharp pullback, with the share price down 33.85% over 90 days and 3.78% over 30 days. However, the 1 year total...

Shares of Elastic jump after the software developer beats analysts’ earnings target and hikes its guidance.

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.

Custom chip company Marvell Technology Inc. (NASDAQ: MRVL)’s shares dipped by as much as 8% in pre market trading after the firm reported its fiscal second quarter earnings report on August 27th. The second quarter financials were a solid bunch as the firm posted $2.74 billion in revenue and $0.94 in earnings per share to […]

CNBC host Jim Cramer is aggressively urging investors to ignore market skeptics following Nvidia Corp.’s blowout second-quarter earnings, fiercely defending the stock as CEO Jensen Huang declares the global AI infrastructure buildout is operating at “full steam.” Cramer Takes on...

Ahead of the fourth-quarter fiscal 2026 report on September 1, Benchmark raised its price target on Palo Alto Networks, Inc. (NASDAQ:PANW) to $400 from $340 while maintaining a Buy rating. According to analyst Yi Fu Lee, PANW is positioned to exceed consensus expectations for next generation security annual recurring revenue, revenue, operating income and margin, […]

A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines

Cadence Design Systems recently reported strong Q2 2026 results, raised its full-year outlook on the back of accelerating AI-driven demand, and followed up with an investor presentation at Deutsche Bank’s 2026 Technology Conference, while a scheduled insider share sale proceeded under a pre-arranged trading plan. Management highlighted agentic AI tools and platforms like its AI Super-Agent portfolio and Millennium simulation systems as key drivers of soaring chip-design workloads and an...

PayPal Holdings stock has seen a steep 78.3% decline over the past 5 years, yet it still screens as cheap on broad valuation checks and has begun to attract contrarian interest again. For investors, that raises the question of whether the current price around US$61.47 reflects excessive pessimism or an opportunity in a business that continues to be active in digital payments. The share price has fallen 78.3% over 5 years, which points to a company that has gone through a major reset in...

Autodesk Inc (NASDAQ:ADSK) shares fell more than 4% in pre-market trading on Friday after the design software company reported second-quarter results above analyst expectations but issued fiscal 2027 adjusted earnings guidance that came in slightly below consensus at the midpoint. For the quarter ended July 31, Autodesk reported adjusted earnings per share of $3.

Marvell Technology (NASDAQ:MRVL) shares fell 7. 9% in pre-market trading after the chipmaker reported fiscal second-quarter results that exceeded revenue and earnings expectations and raised its full-year outlook.

Net earnings increased 69.4% to $315m from $186m. Diluted EPS rose 70.1% to $1.48.

With NVIDIA Corporation (NASDAQ:NVDA) sitting at the heart of the ongoing AI buildout, the narrative also involves its AI GPUs and their demand. Cramer has remained an ardent supporter of the firm even as its share price performance has remained muted compared to historic gains. As NVIDIA Corporation (NASDAQ:NVDA) reported its fiscal second quarter earnings […]

Salesforce Inc. (NYSE:CRM)’s shares surged by a whopping 21% on August 27th, the day after the firm reported its second quarter earnings. The results saw the firm post $11.35 billion in revenue and $5.90 in adjusted earnings per share. Both the figures beat analyst estimates and the firm’s free cash flow marked an 81% annual […]

Synopsys (SNPS) is back in focus after its third quarter fiscal 2026 report on 26 August, which showed stronger than expected revenue and earnings, as well as a raised full year outlook supported by AI driven demand. The Q3 surprise and higher guidance triggered a sharp short term rebound in Synopsys, with a 1 day share price return of 13.39% and a 30 day share price return of 21.12%. However, the total shareholder return over one year is still down 24.06%, so recent momentum is picking up...

Meta Platforms stock has pulled back this year, yet a fresh valuation read suggests the market price may still sit well below what its cash flows imply. Both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples point in the same direction, which is unusual for a large US$571.10 stock that has already delivered strong medium term returns. Over the past 3 years Meta Platforms has returned 94.7%, which puts today’s valuation debate in the context of a stock that has...

Workday Inc (WDAY) reports strong Q2 results with AI-powered products contributing over $100 million in new ACV, while guiding to a strategic growth slowdown in FY28.

Marvell raises fiscal 2027 and 2028 revenue targets to $12 billion and $18 billion, fueled by data center demand and a game-changing hyperscaler agreement.

Autodesk Inc (ADSK) raises full-year outlook on robust 16% revenue growth, driven by AI adoption and strategic MaintainX acquisition, despite ongoing sales reorganization challenges.

AI security offerings triple ARR as the company posts record net new ARR and a 45% surge in RPO to $1.7 billion.

Affirm reports its most profitable quarter ever, driven by strong services growth and expanding network effects.

The company’s stock soared more than 20% Thursday after it beat expectations in its fiscal second-quarter earnings.

Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.

A drawdown this deep usually leaves a stock cheaper. This one mostly reveals how expensive the shares were at the peak.

What the latest earnings and guidance tell you about Veeva Systems Veeva Systems (VEEV) just reported quarterly results that came in ahead of analyst expectations and paired them with higher guidance, putting fresh attention on how its AI focused life sciences cloud products are performing. The company reported second quarter revenue of US$927.96 million compared with US$789.08 million a year earlier. Net income was US$273.43 million compared with US$200.31 million a year ago, with diluted...

Salesforce, Inc. will release earnings for its second quarter after the closing bell on Wednesday, Aug. 26. Analysts expect the company to report quarterly earnings of $3.27 per share, up from $2.91 per share in the year-ago period. The consensus...

JPMorgan Chase stock has delivered a strong run over the past three years, while current checks suggest the market price is roughly in line with traditional earnings multiples but below some intrinsic value estimates. That mix leaves investors weighing a rich recent share performance against signals that still point to possible undervaluation on certain models. JPMorgan Chase has returned 158.6% over the past three years, which puts recent valuation questions in the context of a stock that...

Cloud revenue surged 45% as AI infrastructure investments weighed on profitability.

Affirm (NASDAQ:AFRM) said its fiscal fourth quarter was its most profitable ever, excluding the release of a tax valuation allowance, as the buy now, pay later company pointed to continued momentum in its core business and outlined product, merchant and international expansion priorities. Founder a

Affirm Holdings posted stronger-than-expected quarterly results as gross merchandise volume (GMV) jumped 36%, while active consumers and transactions per user also grew.