Notícias

Hewlett Packard Enterprise posted record revenue and profitability as AI demand drives growth across its portfolio.

Broadcom's Q3 2026 revenue jumped 86% to $29.6 billion and adjusted EPS hit $3.32, both above Wall Street's targets, as AI chip sales more than tripled to $16.7 billion.

Snowflake (NYSE:SNOW) reported accelerating second-quarter fiscal 2027 growth as demand for its core data platform and AI products increased, while the company also expanded its non-GAAP operating margin and raised its full-year product revenue outlook. Product revenue totaled $1.49 billion, up 37%

Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out

Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92

The data warehouse has been a unique exception to Wall Street’s software malaise. Its latest results are showing the rally could continue.

HPE is set to report, offering a fresh data point amid a deluge of big AI reports touting wins from record data center spending.

Results from the chipmaker might offer clues about how businesses are thinking beyond NVIDIA for their AI infrastrucutre needs.

Snowflake shares jumped in after-hours trading Wednesday after the company’s earnings report showed that enterprise AI demand is driving big gains for its business.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the gig economy industry, including DoorDash (NASDAQ:DASH) and its peers.

Argan (NYSE:AGX) reported record second-quarter results for fiscal 2027, with revenue, net income and adjusted EBITDA rising sharply as activity increased across its power, industrial and Teledata segments. For the quarter ended July 31, 2026, revenue increased 62% year over year to $384 million. N

While the top- and bottom-line numbers for Snowflake (SNOW) 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.

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

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how analog semiconductors stocks fared in Q2, starting with onsemi (NASDAQ:ON).

Broadcom Inc. (AVGO) delivered earnings and revenue surprises of +3.11% and +0.41%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

HPE lifted its long-term growth targets after revenue gains across both of its segments. The technology company now expects revenue to rise between 34% and 37% in the current fiscal year, up from a previous range of 29% to 33%.

Snowflake (SNOW) delivered earnings and revenue surprises of +37.78% and +4.91%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

NetApp (NTAP) delivered earnings and revenue surprises of +21.13% and +9.86%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Hewlett Packard Enterprise (HPE) delivered earnings and revenue surprises of +16.84% and +0.99%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

C3.ai (AI) delivered earnings and revenue surprises of +23.08% and +1.79%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

For 2026 Q3, the expectation is that total S&P 500 earnings will increase +23.0% from the same period last year on +11.1% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and 6 sectors producing double-digit growth.

NOW has had a steep share price decline over the past five years, yet its valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting some upside while market based multiples point the other way. NOW has fallen about 78.0% over the past five years, which puts the current share price in the context of a long and deep drawdown for existing holders. The key support for valuation can come from the company’s ability to convert expected revenue into steady...

HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.

Moby summary of Sprinklr, Inc.'s Q2 2027 earnings call

The stock market rose modestly Wednesday. Snowflake surged late on earnings while Broadcom and HPE fell. A Tesla Cybercab event looms.

HPE reported fiscal third-quarter adjusted earnings of $1.11 per share, which was a major jump from the earnings of 44 cents per share in the prior year period and ahead of analyst estimates of 93 cents per share, according to FactSet. “We are turning what I call exceptional demand into durable, profitable growth for a company and shareholders,” CEO Antonio Neri told Barron’s on Wednesday. HPE also raised its revenue outlook for the year.

FuelCell Energy Inc (FCEL) reports a 29% revenue drop but secures landmark data center agreements and a $737.3 million cash reserve, positioning for a 100-megawatt production target by October 2026.

Moby summary of StealthGas Inc.'s Q2 2026 earnings call

Moby summary of FuelCell Energy, Inc.'s Q3 2026 earnings call

Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.