Biogen (BIIB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
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Amazon (AMZN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
NTAP tops fiscal Q4 estimates as enterprise AI and hybrid cloud adoption accelerates; shares jump 16.6% premarket, and FY27 outlook follows.
(Bloomberg) -- BlackRock Inc. is trimming its bet on stocks across its $220 billion model-portfolio business as US equities surge to record highs following a strong earnings season.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceSpaceX Said to Cut IPO Value Goal to at Least $1.8 TrillionUS, Iran Agree to 60-Day Truce Renewal Pending Trump Signo

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.
Moby summary of Viasat, Inc.'s Q4 2026 earnings call
Moby summary of Autodesk, Inc.'s Q1 2027 earnings call
Snowflake lifts outlook as Snowflake Intelligence and Cortex Code adoption jumps, fueling its agent enterprise push beyond warehousing.
DELL says demand isn't the limit, supply is, after record Q1 results, higher FY27 guidance and a record $51.3B backlog.
Costco's Q3 earnings call spotlights strategic price cuts, record fuel volumes and surging digital demand as it doubles down on member value.
Viasat Inc (VSAT) reports a 15% increase in backlog and strategic progress in satellite deployment, despite facing revenue declines in key segments.
Ambarella Inc (AMBA) reports strong automotive growth and a significant $800 million agreement with Hanhwa, despite challenges in consumer IoT and cash flow management.
Dell Technologies Inc (DELL) reports an impressive 88% revenue increase and strong AI server demand, while navigating supply chain constraints.
American Eagle Outfitters Inc (AEO) reports a 10% revenue increase, driven by Aerie's 34% growth, while navigating challenges in women's bottoms and macroeconomic uncertainties.
Costco Wholesale Corp (COST) reports a 15% increase in net income and significant digital sales growth amid challenges in gross margin and transportation costs.
Autodesk Inc (ADSK) reports robust Q1 results with significant revenue growth and strategic acquisition of MaintainX to enhance operational capabilities.
Okta Inc (OKTA) showcases robust growth and strategic positioning in AI and identity security, despite early-stage market penetration challenges.
MongoDB Inc (MDB) reports a robust 25% revenue increase and significant customer acquisition, while navigating AI opportunities and competitive challenges.
UiPath Inc (PATH) reports a 17% revenue increase and achieves GAAP profitability for the first time, driven by strong AI integration and robust customer growth.
SentinelOne Inc (S) reports a 21% revenue increase and outlines strategic initiatives amidst workforce reductions and competitive challenges.
Marvell Technology has gained more than 200% in the past 12 months. It just reported record revenue, guided above expectations, and told investors that growth would accelerate every single quarter through the rest of the fiscal year. For Barclays analyst Tom O'Malley, that was enough to nearly ...
Moby summary of SentinelOne, Inc.'s Q1 2027 earnings call
Moby summary of ePlus inc.'s Q4 2026 earnings call
Viasat (NASDAQ:VSAT) reported record backlog, modest revenue growth and positive free cash flow for fiscal 2026, while executives said the satellite communications company is positioning for growth from new satellite capacity, defense technology programs and a planned shared space infrastructure ven
Louis Gerhardy: Thank you, Carmen, and good afternoon. Thank you for joining our first quarter fiscal year 27 financial results conference call. On the call with me today is Dr. Fermi Wang, president and CEO, and John Young, CFO.
SentinelOne (NYSE:S) reported a stronger start to fiscal 2027, with management pointing to accelerating annual recurring revenue growth, improving profitability and rising demand for AI-related cybersecurity products. Chief Executive Officer Tomer Weingarten said the company delivered “strong reven
UiPath (NYSE:PATH) reported a stronger-than-expected start to fiscal 2027, with management highlighting growth in annual recurring revenue, revenue and profitability, as well as increasing customer adoption of its artificial intelligence and process orchestration products. Founder and Chief Executi
Okta (NASDAQ:OKTA) executives said the identity security company began fiscal 2027 with strong first-quarter momentum, citing large enterprise demand, partner engagement and contributions from newer products, while emphasizing artificial intelligence agents as a major emerging opportunity for the bu
MongoDB (NASDAQ:MDB) reported stronger-than-expected first-quarter fiscal 2027 results, with management pointing to continued momentum in its Atlas cloud database business, durable demand for Enterprise Advanced and early signs of growth tied to artificial intelligence workloads. President and Chie