Actualités

Planet Labs established a new at-the-market equity offering program to raise up to $1.5 billion.

DocuSign Inc (NASDAQ:DOCU) shares fell nearly 5% on Friday after the electronic signature company reported first-quarter results that topped analyst estimates but offered full-year guidance that failed to impress investors. The San Francisco-based company posted Q1 fiscal 2027 revenue of...

The earliest gains in the AI cycle accrued to the companies at its center.

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

Thank you for joining us, and welcome to Ciena's Fiscal Q2 2026 Financial Results Conference Call. Gregg Lampf: Thank you, Tracy. On the call today is Gary Smith, President and CEO; and Marc Graff, CFO.

American Financial benefits from a large investment portfolio, with rising yields and invested assets helping drive earnings growth.

Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Small Cap Fund”. A copy of the letter is available to download here. US equities were mixed in Q1 2026, with major indices hitting all-time highs in January before retreating amid geopolitical tensions, changing monetary policy, and economic uncertainty. Energy […]

Broadcom shares tumble despite a Q2 earnings beat as software revenues miss estimates, putting semiconductor ETFs with AVGO exposure in focus.

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

DocuSign (DOCU) reported a solid earnings beat for Q1 FY2027, delivering $830.2 million in revenue and $1.09 in non-GAAP earnings per share. The company generated $289 million in free cash flow at a 35% margin. Yet, despite these top-line metrics, the stock closed at $50.95 during regular trading and slid nearly 4% to approximately $49 in extended trading. This price implies just 11 times its expected FY2027 earnings of $4.44 per share, significantly lower than the historical software sector ave

CrowdStrike Sees Exploding AI Security Demand After Strong Quarter

The athletic retailer’s performance business needs to grow up to 25% to hit guidance, according to analysts, while the game company reported the highest quarterly net income in its history.

The athleisure company now expects revenue to decline as much as 1% for the year, down from prior guidance of 2% to 4% growth

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...

Powell Industries (NasdaqGS:POWL) reported strong order growth in Q2 2026. New orders nearly doubled year over year, according to the company. Electric utility and industrial customers were the main drivers of the new orders. Powell Industries focuses on equipment and systems that help manage and distribute electrical power, so demand from utilities and industrial customers can be a key indicator of how its core markets are developing. When orders rise from these segments, it often reflects...

TJX Companies (TJX) just delivered a strong fiscal Q1 2027 update, with 6% comparable sales growth, wider pretax margins, and EPS up 29%, prompting higher full year sales and earnings guidance. See our latest analysis for TJX Companies. The strong Q1 update helped spark a 5.7% one day gain on 20 May, and the stock has kept some of that momentum with a 7 day share price return of 2.4% and a 1 year total shareholder return of 26.1%. The 3 year total shareholder return of over 2x points to...

Broadcom Inc. (NASDAQ:AVGO) is one of the leading tech stocks held by Goldman Sachs, with a total portfolio value of $11.15 billion, making it one of Goldman Sachs top tech stocks to buy now. Broadcom Inc. (NASDAQ:AVGO) just released its Q2 FY2026 results, and the company posted record total revenue of $22.2 billion, up 48% […]

VEEV lifts its full-year targets and highlights Falcon AI agents after a Q1 beat, with CRM migration wins and the Ostro deal shaping growth.

Broadcom’s AI forecasts, which some considered soft, triggered a sell-off in AI-linked stocks.

In recent days, Trane Technologies was recognized again for its leadership in sustainability and climate innovation, earning repeat inclusion on the Dow Jones World and North America Indices as well as the Financial Times Europe’s Climate Leaders 2026 list. This sustained recognition for reducing emissions intensity and climate-focused innovation highlights how environmental performance is becoming a core part of Trane Technologies’ business profile. Next, we’ll explore how this continued...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at outpatient & specialty care stocks, starting with DaVita (NYSE:DVA).

Taiwan's ‌Foxconn ‌said on Friday ​that its second-quarter performance is ‌likely to ⁠be well above ⁠its previously anticipated ​forecast ​of "significant" ​growth. Foxconn, which ‌is Nvidia's biggest server maker and Apple's ‌top ​iPhone ​assembler, ​does not ‌provide numeric guidance ​for ​its outlook. (Reporting ​by ‌Ben Blanchard; Editing ​by Christopher ​Cushing)

Before we begin, we'd like to remind everyone that we will make forward-looking statements related to future events or our financial outlook. Any forward-looking statements are based on management's current outlook plans, estimates, expectations and projections. Such forward-looking statements are subject to various risks and uncertainties and assumptions as detailed in our SEC filings, which can be found at www.sec.gov.

Joining me on today's call are DocuSign's CEO, Allan Thygesen; and CFO, Blake Grayson. And we are rapidly launching new capabilities that deliver increased value to customers and significantly widen our competitive advantage.

Despite a dip in North American sales, Lululemon Athletica Inc (LULU) sees promising growth in China and focuses on innovation and brand activations to drive future success.

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

Planet Labs PBC (PL) reports a 42% revenue growth, strong defense sector performance, and strategic expansions despite competitive and geopolitical challenges.

Lululemon stock keeps going lower.

Western Digital (WDC) is back in the spotlight after a busy stretch of AI focused announcements, stronger Q3 results, higher dividends, and upbeat guidance that pushed the stock to fresh highs. See our latest analysis for Western Digital. Western Digital’s share price has been on a powerful run, with a 90 day share price return of 134.66% and a year to date share price return of 206.61%. The 1 year total shareholder return is very large, reflecting strong AI related storage headlines, upbeat...

Brown & Brown, Inc. (NYSE:BRO) is included among the 10 Oversold Dividend Growth Stocks to Buy. On May 21, Morgan Stanley lowered its price recommendation on Brown & Brown, Inc. (NYSE:BRO) to $60 from $65. It reiterated an Equal Weight rating on the stock. Analyst Bob Huang noted that most property and casualty insurance companies […]