Notícias

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

Okta (OKTA) is back in focus after its latest quarterly update, where revenue and earnings topped expectations and management raised full year guidance, even as some analysts flagged valuation concerns. See our latest analysis for Okta. Okta’s latest earnings beat and raised guidance have been followed by a 48.37% 3 month share price return, although the 7 day share price return is down 11.35%, while the 5 year total shareholder return is down 46.53%. This serves as a reminder that sentiment...

Although Intel's comeback looks real, investors need to ask whether the stock already prices in too much success.

Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

FEATURE SailPoint shares were on pace for their worst day since March even after the software provider posted fiscal first-quarter adjusted earnings that beat analysts’ estimates. Total revenue came to $280 million, edging past Wall Street’s call for $275.

SanDisk (NASDAQ:SNDK) has won a higher price target from Bank of America, with the bank lifting its objective to $2,100 from $1,550 on the back of robust NAND demand, favourable pricing trends, and a new wave of long-term supply agreements. At BofA's 2026 Global Technology Conference in San...

On this episode of Stock Movers with Alexis Christoforous: - Shares of The Campbell's Company (CPB) edged higher ahead of the US market open after the canned soup maker reported adjusted earnings per share for the third quarter that beat the average analyst estimate. - Eli Lilly (LLY) shares gained in the early session following obesity drug presentations at the American Diabetes Association conference. Citi analysts say their conviction on Lilly is firmly intact, given the company's incretin portfolio is "not built around singular blockbusters." - Shares of Marvell Technology (MRVL) and Flex (FLEX) are rising in premarket trading as the companies are set to replace Pool Corp. and Campbell's in S&P 500 before the market open on June 22, S&P Dow Jones Indices says in emailed statement.

Oracle stock has bounced back from a steep slump but will face a big test with its fiscal Q4 results due on Wednesday.

Investing.com -- Wall Street is recalibrating its long-term equity projections even as macroeconomic turbulence shakes the broader market. Citigroup equity strategist Scott Chronert lifted the bank's year-end 2026 target for the S&P 500 to 8100, up from his previous forecast of 7700. This aggressive upward revision hinges on a massive acceleration in corporate profitability rather than expanding valuation multiples, according to Chronert. The strategist now projects index-level earnings to hit $

CrowdStrike stock fell after beating earnings and raising guidance. Here's why investors may see the post-earnings selloff as a buying opportunity

Cooper Companies beats Q2 EPS and sales estimates as CooperVision and CooperSurgical hit record revenues, even with a GAAP loss from recall litigation.

Oracle stock has climbed off lows along with security software stock SailPoint. Both stocks have earnings coming up, along with Adobe.

Morgan Stanley hiked price target on ServiceTitan to $124 from $118 and kept an ‘Overweight’ rating on the stock, according to TheFly.

Why Fortinet's Earnings and AI Pivot Are Moving the Stock Fortinet (FTNT) has drawn fresh attention after strong quarterly earnings, higher full-year 2026 revenue guidance, and new AI-focused security products, all supporting its push as a converged security and networking platform. See our latest analysis for Fortinet. The recent earnings beat and AI product launches have come alongside sharp share price momentum, with a 30 day share price return of 66.45% and a year to date share price...

Docusign Inc (DOCU) reports a 9% revenue increase and the largest quarterly stock buyback, while navigating challenges in the agreement management space.

Lululemon stock keeps going lower.

Retailer downgraded its guidance for fiscal 2026 and said it now expects net revenue to decline

DocuSign (DOCU) delivered earnings and revenue surprises of +9.00% and +0.67%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Ciena Corp (CIEN) reports a 40% revenue increase and significant advancements in its Routing and Switching segment, despite supply chain challenges.

Investing.com -- DocuSign Inc (NASDAQ:DOCU) reported first-quarter results that exceeded analyst expectations, but shares edged down 1.8% in after-hours trading Thursday as the company's guidance failed to impress investors. The intelligent agreement management platform provider posted adjusted earnings per share of $1.09, beating the consensus estimate of $1.00 by $0.09, while revenue of $830.2 million topped the $823.23 million analyst estimate and rose 9% YoY.

Snowflake delivered a blockbuster quarter, and SNOW stock is rallying higher. Here's why this data cloud giant is becoming one of the most compelling AI plays in the market right now.

The market fears Accenture will be harmed by alternative intelligence. Shares of the $110 billion consulting company are down 33% this year, largely over AI-related concerns. As tools developed byAnthropic and OpenAI proliferate, fears grow that all sorts of business services and software companies will be displaced.

Ciena Corporation (NYSE:CIEN) reported fiscal second quarter that came in ahead of Wall Street expectations for both earnings and revenue, but shares fell about 19% on concerns about the company’s forward guidance and outlook relative to elevated expectations. Ciena raised its fiscal 2026...

Shares of Broadcom (NASDAQ:AVGO) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026 earnings release after the close on June 3. The pain is spreading. Advanced Micro Devices (NASDAQ:AMD) is off 4% to around $521, and Intel (NASDAQ:INTC) is down ... Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

Broadcom Stock Tumbles As Investors Demand More From AI Boom

Caleres Inc. (CAL) delivered earnings and revenue surprises of +2.70% and -0.06%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

The networking company reports better-than-expected earnings and revenue in its fiscal second quarter.

Palo Alto Networks, a Barron’s stock pick, dropped after earnings—a rare occurrence recently. The cybersecurity software stock, which we recommended in late April on the basis that it would weather the artificial intelligence storm, dropped 5.6% Wednesday. Palo Alto, too, is seeing some profit-taking.

CRWD's Q1 FY27 call touts AI as a cybersecurity tailwind after a beat, lifts net new ARR outlook by $50M+, and announces a 4-for-1 split.

GameStop Corp. (NYSE:GME) is one of the 10 Stocks With Remarkable Resilience. GameStop grew its share prices by 6.02 percent on Wednesday to close at $22.18 apiece, as investors took heart from its stellar earnings performance in the first quarter of fiscal year 2026. In a statement, GameStop Corp. (NYSE:GME) said that it grew its […]