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SentinelOne Inc (S) reports a 21% revenue increase and outlines strategic initiatives amidst workforce reductions and competitive challenges.

Costco had big revenue numbers, but its profit margin compressed.

Applied Materials (AMAT) is back in focus after beating quarterly earnings and revenue expectations and lifting its outlook as AI and data center demand intersects with fresh partnerships around advanced chip packaging and wafer cleaning. See our latest analysis for Applied Materials. Those AI and data center partnerships with Broadcom and SCREEN sit against strong momentum in the stock, with a 30 day share price return of 17.99%, a 1 year total shareholder return of 184.03% and a 5 year...

RBC Bearings Incorporated recently reported past fourth-quarter 2026 sales of US$518.0 million and net income of US$91.7 million, issued guidance for first-quarter fiscal 2027 net sales of US$500.0 million to US$510.0 million, and earlier this week presented at the KeyBanc Capital Markets 2026 Industrials & Basic Materials Conference in Boston. The combination of higher quarterly and full-year earnings, guidance that implies further sales growth even excluding VACCO, and active investor...

Snowflake Inc. (NYSE:SNOW) is one of the 11 Stocks Racking Up Monstrous Gains. Snowflake saw its share prices climb by 36.48 percent on Thursday to close at $239.20 apiece, as investors cheered the strong results of its earnings performance in the first quarter of fiscal year 2027. In an updated report, the company said that […]

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 ...

Best Buy Co. Inc. (NYSE:BBY) is one of the 11 Stocks Racking Up Monstrous Gains. Best Buy saw its share prices jump by 15.80 percent on Thursday to close at $74.74 apiece after posting a stellar earnings performance and beating its sales outlook for the first quarter of fiscal year 2027. In an earnings call […]

The fair value estimate for Ionis Pharmaceuticals has shifted from US$96.73 to US$100.92, a modest reset that puts fresh numbers around the stock. This move comes during an active period of Street research, with some firms lifting targets and others trimming them, reflecting different views on how to factor pipeline milestones and revenue guidance into valuation work. As you read on, you will see what is driving these updates and how to keep track of the evolving analyst narrative around...

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

Workday delivered a well-received Q1, as the market responded positively to growth in both revenue and profitability. Management attributed the strong performance to renewed momentum in its core business and the rapid adoption of its AI-powered agent solutions, which are helping customers automate HR and finance processes. CEO Aneel Bhusri pointed to this being Workday's best first quarter for new annual contract value (ACV) in five years, citing increased customer demand for AI-driven functiona

Jim Cramer said Costco’s muted stock reaction reflected Wall Street being overly focused on minor details, noting that analysts were ‘nit-picking.’

Energy Transfer LP (NYSE:ET) is one of the best 52-week high stocks to invest in, according to short sellers. On May 13, analysts at Goldman Sachs reiterated a Neutral rating on Energy Transfer LP (NYSE:ET) but raised the price target to $21 from $19.50. The price target hike comes on the heels of the company […]

Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers.

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

Costco Wholesale (NASDAQ:COST) reported higher fiscal third-quarter earnings and sales as strong gasoline demand, continued membership growth and gains in digital sales supported results, executives said on the company’s earnings call. Gary Millerchip, Costco’s executive vice president and chief fi

GAP (NYSE:GAP) reported first-quarter fiscal 2026 results that management said reflected continued progress in its turnaround, with companywide comparable sales rising for the ninth consecutive quarter, even as performance varied sharply across its portfolio of brands. Chief Executive Officer Richa

Autodesk (NASDAQ:ADSK) reported first-quarter fiscal 2027 results above the high end of its guidance ranges and raised portions of its full-year outlook, while announcing a definitive agreement to acquire MaintainX, a maintenance and asset operations software company. President and CEO Andrew Anagn

NIO Inc. recently reported past first-quarter 2026 results showing revenue of CNY 25,532.66 million and a net loss of CNY 496.01 million, with vehicle deliveries almost doubling year over year and losses per share narrowing sharply. The company paired these results with strong second-quarter 2026 guidance and the launch of its ES9 flagship SUV, highlighting operational gains, clearer brand positioning, and product innovation as it refines its domestic and international approach. Next, we’ll...

Constellation Oil Services Holding SA (FRA:QG21) reports robust financial performance with significant EBITDA growth and strategic contract renegotiations, despite maintaining conservative guidance.

Futu Holdings Ltd (FUTU) reports a 25% revenue increase despite a significant drop in net income due to regulatory impacts and increased operating expenses.

During this call, we will make forward looking statements, including statements related to our market and future growth opportunities, our opportunity to win new business, our expectations regarding Atlas consumption growth, the impact of EA and other business and multiyear license revenue, the long term opportunity of AI, our financial guidance and underlying assumptions in our investments and growth opportunities in AI. This customer driven focus is to deliver meaningful outcomes for MongoDB.

Best Buy Co Inc (BBY) surpasses expectations with a 2% increase in comparable sales and unveils exclusive RGB TV technology.

The headline numbers for ViaSat (VSAT) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

On the call with me are Daniel Solomon Dines, founder and chief executive officer, and Ashim Gupta, chief operating and financial officer. This afternoon's call includes forward looking statements regarding our financial guidance for the second quarter and full year fiscal 2027, and our ability to drive and accelerate future growth and operational efficiency, and grow our platform, product offerings and market opportunity.