Notícias

Analog Devices stock rises after the chip maker posts better-than-expected quarterly earnings and guidance.

Lowe's (LOW) delivered earnings and revenue surprises of +4.27% and -0.68%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Estee Lauder (EL) delivered earnings and revenue surprises of +21.88% and +2.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Target has moved quickly to rewrite its merchandising wrongs to improve traffic to its stores and online.

MARA Holdings (MARA) is back in focus after reporting second quarter 2026 results that showed lower sales and a move from profit to loss, alongside mixed signals from Wall Street research. See our latest analysis for MARA Holdings. The latest quarterly loss and softer sales have come alongside a sharp reset in MARA Holdings’ share price, which is down 16.18% over 30 days and 31.86% over 90 days, contributing to a 40.94% decline in 1-year total shareholder return. These moves suggest investors...

Home improvement retailer Lowe’s (NYSE:LOW) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 8.3% year on year to $25.96 billion. On the other hand, the company’s full-year revenue guidance of $92 billion at the midpoint came in 1% below analysts’ estimates. Its non-GAAP profit of $4.40 per share was 4.2% above analysts’ consensus estimates.

The memory-chip maker's stock is heavily discounted, but one catalyst could lead the market to rerate it at a higher multiple.

Coherent’s second quarter results for 2026 surpassed Wall Street’s revenue and profit expectations, yet the market responded negatively. Management identified exceptional demand in the data center and communications segments, with CEO James Anderson attributing the growth to a surge in AI-driven optical networking and ongoing production capacity expansion, particularly in their 6-inch Indium Phosphide lines. CFO Sherri Luther emphasized improved cost structure and greater operating leverage as a

Cisco’s latest quarter exceeded Wall Street’s revenue and adjusted profit expectations, but the market response was negative. Management attributed the strong sales to a surge in demand for AI-driven networking infrastructure, particularly from hyperscale cloud providers and enterprise customers, as well as robust product order momentum across geographies and segments. CEO Charles Robbins highlighted, “We delivered record revenue...with product revenue up 24% year-over-year,” citing broad-based

Ferrari has nearly doubled investors' money over the past five years, yet the stock now screens as expensive on broad valuation checks, which raises questions about how much of its quality story is already reflected in the current share price. Ferrari has returned 99.5% over five years, which means long term holders have already captured a substantial gain. Ongoing demand for high end sports cars and pricing power can support rich expectations, while any slowdown in order intake or pressure...

Netflix stock has only fallen by such a large percentage twice in the last 15 years.

Electronic measurement provider Keysight (NYSE:KEYS) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 36.5% year on year to $1.85 billion. On top of that, next quarter’s revenue guidance ($1.94 billion at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP profit of $3.07 per share was 23.7% above analysts’ consensus estimates.

During Cook's tenure as CEO, Apple's share price surged 2,180% higher.

Investors weigh Datavault AI’s tokenization backlog, AI infrastructure expansion, and revenue potential.

Keysight Technologies Inc (KEYS) reports a 56% surge in orders and 79% EPS growth, driven by record AI-related demand and a raised full-year outlook.

Energy Transfer stock has delivered a very strong 5 year return, yet the current valuation picture is more nuanced, with the shares screening as undervalued on market multiples while the broader checks give only a mixed signal. Energy Transfer has returned 240.7% over 5 years, which puts recent enthusiasm for the stock in clear focus for anyone thinking about new capital going in at today’s price. Future cash generation from its midstream asset base can support the current market view, while...

Off-price retail company Ross Stores (NASDAQ:ROST) will be reporting results this Thursday afternoon. Here’s what you need to know.

Agricultural and construction machinery company Deere (NYSE:DE) will be announcing earnings results this Thursday before market hours. Here’s what to look for.

Walmart (WMT) heads into its second quarter earnings report with expectations focused on continued revenue growth, growth in higher margin advertising through Walmart Connect, and ongoing e-commerce momentum as consumers face tighter budgets and elevated costs. See our latest analysis for Walmart. Walmart has attracted fresh attention ahead of its earnings as the share price has risen over the past week and year, while the 90 day share price return has declined 11.96%. That contrasts with a 1...

CVS Health (CVS) is back in focus after a board reshuffle and fresh financial milestones. Recent earnings, guidance and management changes give investors new information to weigh around the stock’s current pricing. See our latest analysis for CVS Health. CVS Health’s recent board reshuffle and raised earnings guidance have come alongside mixed momentum, with the 1 month share price return down 11.69% but year to date share price return at 18.45%, and a 1 year total shareholder return of...

Retail behemoth Walmart (NASDAQ:WMT) will be reporting earnings this Thursday before market open. Here’s what investors should know.

Monolithic Power Systems has delivered a very strong 186.1% total return over the past five years, yet its current checks lean expensive and raise questions about how much optimism is already in the share price. Over the last 5 years, Monolithic Power Systems has returned 186.1%, which puts recent valuation concerns in the context of a long period of strong shareholder gains. Investor expectations for AI related data center and storage demand can support optimistic assumptions for future...

In early August 2026, ZoomInfo reported a goodwill impairment of US$650.5 million, modest year-on-year revenue growth to US$310.4 million in the second quarter, and raised its full-year 2026 revenue guidance to US$1.21 billion while continuing a large share repurchase program. At the same time, multiple customers cited very large lifts in qualified deals, higher connection rates, and cleaner data from ZoomInfo’s AI-driven go-to-market platform, and the company launched a connector that...

HIVE Digital Technologies Ltd (HIVE) posts strong revenue growth and positive adjusted EBITDA, while navigating a Swedish tax dispute and scaling its high-performance computing business.

Moby summary of Mercury Systems, Inc.'s Q4 2026 earnings call

Why Cognex Stock Is Back in Focus After Fresh Guidance and Earnings Cognex (CGNX) is back on investor radars after releasing second quarter 2026 results along with fresh revenue guidance for the third quarter and full year, plus a confirmed quarterly dividend. See our latest analysis for Cognex. Cognex shares closed at US$63.41 after the guidance and dividend update, with the 1 day share price return slipping 4.79% yet the year to date share price return still up 71.70%. The 1 year total...

Antimony prices collapsed, but zeolite surged 110% and government contracts accelerate.

Record bookings and backlog fuel margin expansion as military programs accelerate.

Mercury Systems (NASDAQ:MRCY) reported record fourth-quarter bookings, backlog and revenue for fiscal 2026, as the defense technology company cited broad demand across its portfolio and raised its long-term organic-growth target. Chairman and Chief Executive Officer Bill Ballhaus said fourth-quarte

Revenue surged 31.3% as same-restaurant sales grew 9% on traffic gains.