Q
QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

27,796 signal articles · 242 in last 24h · 134,798 total before filter · latest 16m ago
242last 24h
1107last 7d
177● bullish (7d)
138● bearish (7d)
209publishers
AllMacro300Earnings363M&A75Regulatory25Product11Analyst15
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Does AI-Focused UBS Upgrade Reshape The Bull Case For Celestica’s (TSX:CLS) Long-Term Earnings Power?
Simply Wall St.9d agobullish
Does AI-Focused UBS Upgrade Reshape The Bull Case For Celestica’s (TSX:CLS) Long-Term Earnings Power?

In recent days, analysts have highlighted Celestica’s profitability metrics and strong net income ratio, while UBS upgraded the company on expectations of AI-driven demand and faster revenue and earnings growth in 2027. These reports underscore how Celestica’s role in AI-related networking and data-center infrastructure is increasingly central to its long-term earnings outlook. Now we’ll examine how this upbeat AI-driven demand outlook could influence Celestica’s existing investment...

Estée Lauder (EL) Is Up 24.4% After EPS Guidance, Dividend Affirmation And R&D Update - Has The Bull Case Changed?
Simply Wall St.9d agoneutral
Estée Lauder (EL) Is Up 24.4% After EPS Guidance, Dividend Affirmation And R&D Update - Has The Bull Case Changed?

In August 2026, The Estée Lauder Companies reported fourth-quarter sales of US$3,627 million and a quarterly net loss of US$116 million, alongside full-year sales of US$15.05 billion and net income of US$182 million, issued EPS guidance of US$2.52–US$2.85 for the year ending June 30, 2027, and affirmed a US$0.35 quarterly dividend payable on September 15, 2026. Separately, Estée Lauder’s research collaboration with the University of Leeds on color science and skin tone perception points to...

The 5 Most Interesting Analyst Questions From Nordson’s Q2 Earnings Call
StockStory9d agoneutral
The 5 Most Interesting Analyst Questions From Nordson’s Q2 Earnings Call

Nordson’s second quarter results drew a strong positive market reaction, fueled by broad-based sales gains across all major business segments. Management pointed to particularly robust growth in the Advanced Technology and Medical segments, highlighting accelerated order momentum and a 35% year-over-year increase in backlog. CEO Sundaram Nagarajan emphasized the impact of the company’s Ascend Strategy and operational execution, stating, “We are winning due to our unique competitive advantages an

5 Insightful Analyst Questions From Analog Devices’s Q2 Earnings Call
StockStory9d agoneutral
5 Insightful Analyst Questions From Analog Devices’s Q2 Earnings Call

Analog Devices delivered results for Q2 that were above Wall Street expectations, with management attributing broad-based growth to robust demand in data center and industrial markets. CEO Vincent Roche highlighted that the company’s grid-to-chip strategy and continued investment in R&D enabled Analog Devices to meet increasing customer needs for high-performance power management and optical solutions. The company also benefited from strong momentum in the energy and defense sectors, as well as

Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?
Barrons.com9d agobullish
Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?

For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.

Salesforce Reports Earnings While Disrupting Itself to Fight AI
Barrons.com9d agoneutral
Salesforce Reports Earnings While Disrupting Itself to Fight AI

Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.

Oracle Stock And 2 Growth Picks With Strong Earnings Potential
Simply Wall St.9d agoneutral
Oracle Stock And 2 Growth Picks With Strong Earnings Potential

Germany’s Ifo index has reached a one year high, which hints at a more confident backdrop for companies planning to grow earnings rather than just defend margins. That creates an interesting setting for investors looking for earnings momentum combined with balance sheet discipline. This article examines three stocks from the Healthy high growth potential screener and explains why this blend of growth and financial strength may be appealing at this point. The stocks covered below are only a...

Chewy (CHWY) Heads Into Earnings With Its Undervalued Narrative Back In Focus
Simply Wall St.9d agoneutral
Chewy (CHWY) Heads Into Earnings With Its Undervalued Narrative Back In Focus

Chewy (CHWY) is back in focus ahead of its fiscal second quarter earnings report on September 9, 2026, following a 2% daily gain and an increase of more than 15% over the past month. Chewy’s recent momentum, including an 18.36% 30-day share price return and a 16.52% 90-day share price return, comes against a weaker backdrop, with the year-to-date share price return down 26.28% and the 1-year total shareholder return down 39.41%. Seize this earnings momentum moment around Chewy to review a...

Nutanix (NTNX) Stock Looks Reasonable On Cash Flow But Rich On Earnings
Simply Wall St.9d agoneutral
Nutanix (NTNX) Stock Looks Reasonable On Cash Flow But Rich On Earnings

Nutanix stock has delivered a strong 3 year gain, yet its current market price screens as expensive on most checks while an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach suggests the shares trade at a discount of about 17% to that model. Nutanix has returned about 116% over the past 3 years, which raises the question of how much of its potential is already reflected in the current share price. Healthy demand signals for Nutanix hybrid cloud software can support...

Zoom Communications Q2 Earnings Call Highlights
MarketBeat9d agoneutral
Zoom Communications Q2 Earnings Call Highlights

Zoom Communications (NASDAQ:ZM) reported second-quarter fiscal 2027 revenue growth of 4.9% year over year to $1.28 billion, exceeding the high end of its guidance by $7 million, as enterprise revenue rose 7.8% in its strongest growth rate in three years. Founder and CEO Eric Yuan said the company’s