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Lockheed Martin's U.S. Missile Contracts to Boost Earnings Per Share
Barrons.com58d agobearish
Lockheed Martin's U.S. Missile Contracts to Boost Earnings Per Share

Lockheed Martin's latest contract award from the U.S. Government adds to sales growth in the defense group's missiles division, Jefferies' Sheila Kahyaoglu wrote. The company signed a seven-year contract worth up to $35 billion for Terminal High Altitude Area Defense interceptor missiles. The contract follows another government award for a significant ramp up in Patriot missile production, the analyst noted.

Accenture’s Q2 Earnings Call: Our Top 5 Analyst Questions
StockStory58d agoneutral
Accenture’s Q2 Earnings Call: Our Top 5 Analyst Questions

Accenture’s second-quarter performance was met with a sharp negative market reaction, as investors digested a combination of steady revenue growth and cautious commentary around external disruptions. Management highlighted that broad-based client demand and expanding AI initiatives fueled growth across all regions and service lines. However, CEO Julie Sweet noted that the Middle East conflict and resulting client hesitancy in discretionary spending weighed on consulting revenues, particularly in

Stock Futures Surge as Micron Earnings Revive AI Trade
Barrons.com58d agobullish
Stock Futures Surge as Micron Earnings Revive AI Trade

Stocks looked set to rally after memory-chip maker Micron’s strong earnings and guidance breathed some life into the artificial-intelligence trade, which has stumbled in recent sessions. Nasdaq 100 futures jumped 2% on Thursday. S&P 500 futures gained 0.7%.

Mizuho Trims PT On Accenture (ACN) Following Weaker-Than-Expected Fiscal 2026 Guidance
Insider Monkey58d agoneutral
Mizuho Trims PT On Accenture (ACN) Following Weaker-Than-Expected Fiscal 2026 Guidance

Backed by bullish positioning from 64 hedge funds and analyst expectations of 43.40% upside, Accenture plc (NYSE:ACN) ranks among the top stocks to buy for financial stability. With analysts reassessing near-term growth expectations, Accenture plc (NYSE:ACN) has faced pressure following a softer outlook, even as the company accelerates its expansion in cybersecurity and positions itself […]

Asian Stocks Rise After Micron Earnings Ease AI Fears
The Wall Street Journal59d agoneutral
Asian Stocks Rise After Micron Earnings Ease AI Fears

STOCKS Asian equity markets were mostly higher after memory-chip maker Micron’s blockbuster results eased artificial-intelligence fears and oil slumped toward prewar levels as Middle East tensions continued to ratchet down.

Is Seagate (STX) Turning AI-Fueled Pricing Power Into a More Durable Earnings Model?
Simply Wall St.59d agoneutral
Is Seagate (STX) Turning AI-Fueled Pricing Power Into a More Durable Earnings Model?

In recent days, Seagate Technology Holdings has been thrust into the spotlight as a core AI infrastructure provider, with media, analysts, and major investors highlighting its key role in handling AI-driven data growth and its strong recent revenue and margin performance. Behind the headlines, Seagate’s shift toward higher-value nearline storage contracts, tight supply conditions, and long-term customer commitments appears to be giving the company unusual pricing power and earnings...

Micron’s Blockbuster Earnings Quiet the AI Doubters
The Wall Street Journal59d agoneutral
Micron’s Blockbuster Earnings Quiet the AI Doubters

A dayslong tech selloff raised new questions about whether America’s artificial-intelligence boom could continue at its breakneck pace. The blockbuster earnings arrived after a slump in tech shares that rippled from South Korean chip makers to American fiber-optic cable providers. As investors increasingly search for bottlenecks in the globe-spanning supply chain for AI, gauging whether profits will meet the hype, Micron suggested a worldwide scramble for memory shows no sign of slowing down.

Micron's 'phenomenal' Q3 earnings: Analyst takeaways
Yahoo Finance Video59d agoneutralVIDEO
Micron's 'phenomenal' Q3 earnings: Analyst takeaways

Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (compared to analyst estimates of $35.69 billion). CFRA Research senior vice president and equity analyst Angelo Zino chats with Yahoo Finance about the results.

Micron Q3 earnings far surpass Wall Street's estimates on the top & bottom lines
Yahoo Finance Video59d agoneutralVIDEO
Micron Q3 earnings far surpass Wall Street's estimates on the top & bottom lines

Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (compared to analyst estimates of $35.69 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers and guidance.

Investing.com59d agoneutral
Cerebras CEO says investors misunderstood margin guidance

Investing.com -- Cerebras Systems CEO Andrew Feldman said Wednesday that investors "misunderstood" the artificial intelligence chipmaker's margin guidance after shares fell more than 17% following the company's first earnings report since going public.