Notícias

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.

Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement.

Synopsys, Inc. recently reported past third-quarter fiscal 2026 results, with revenue rising to US$2.48 billion and GAAP diluted EPS from continuing operations reaching US$2.84, alongside a year-on-year increase in quarterly net income to US$545.8 million. Despite this strong quarter, net income for the first nine months of fiscal 2026 was US$627.86 million versus US$883.52 million a year earlier, highlighting how integration costs, portfolio shifts, or other expenses can weigh on...

Workday (NASDAQ:WDAY) reported second-quarter fiscal 2027 revenue growth of 13%, as the enterprise software company said artificial intelligence products accounted for more than $100 million in new annual contract value, or ACV, during the quarter. Chief Executive Officer Aneel Bhusri said AI produ

Gap Inc. (NYSE:GAP) reported second-quarter fiscal 2026 net sales of $3.7 billion, down 2% from a year earlier, while comparable sales declined 1%. The retailer said it exceeded its profit expectations through pricing discipline, inventory management and gross-margin strength, even as performance va

IREN (NASDAQ:IREN) said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft’s acceptance of the Horizon 1 deployment. Co-Founder and Co-CEO Daniel Roberts said the company’s AI cl

Marvell Technology (NASDAQ:MRVL) reported record fiscal second-quarter 2027 revenue of $2.739 billion, up 13% sequentially and 37% from a year earlier, as demand for data-center connectivity and custom silicon products continued to rise. Chairman and Chief Executive Officer Matt Murphy said revenue

Autodesk (NASDAQ:ADSK) reported fiscal 2027 second-quarter revenue and earnings per share above the high end of its guidance ranges, prompting the company to raise its full-year outlook for billings and revenue. The updated forecast also incorporates the acquisition of MaintainX, which closed on Aug

Dollar General Corp (DG) reports a 5.2% net sales increase and a 33% EPS jump, driven by market share gains and strategic reinvestment, despite ongoing pressure on its core low-income customers.

Although the revenue and EPS for Affirm Holdings (AFRM) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Double-digit comparable sales growth fueled by strong customer traffic.

Cybersecurity stocks surged on Thursday after CrowdStrike (CRWD) and Okta (OKTA) both topped Q2 expectations yesterday evening and raised their outlooks.

IREN Limited (IREN) delivered earnings and revenue surprises of +18.00% and +13.54%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

U.S. Bancorp trades at $62.69 and has moved in lockstep with the market. Its shares have returned 14.7% over the last six months while the S&P 500 has gained 11.7%.

Today, Aug. 27, 2026, the cloud software giant's stock jumped 22.6% after record quarterly results and lifted fiscal 2027 outlook, sparking broad enthusiasm across enterprise software peers.

Affirm Holdings (AFRM) delivered earnings and revenue surprises of +1,300.00% and +5.23%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Marvell Technology stock fell sharply in after-hours trading Thursday after the chip designer narrowly beat the market’s expectations for its fiscal second quarter. The company, which both designs custom chips and supplies optical networking technology to connect artificial-intelligence servers, has been a darling of the AI trade in 2026. Marvell reported adjusted earnings of 94 cents a share for its fiscal second quarter, up from 67 cents a year ago and roughly in line with analysts’ consensus estimate of 93 cents, per FactSet.

While the top- and bottom-line numbers for Autodesk (ADSK) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

SentinelOne (S) delivered earnings and revenue surprises of +14.29% and +0.67%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?