Moby summary of Champion Homes, Inc.'s Q4 2026 earnings call
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Marvell Heads Into Earnings With AI Demand Still Red Hot
Dell Technologies heads into fiscal Q1 earnings with revenues seen near $35.5 billion, AI server demand surging, yet macro challenges and PC competition may pinch margins.
Workday stock jumped 5% after beating Q1 earnings estimates and raising its full-year margin forecast. Here's why this could be the start of something bigger.
DY heads into Q1 with rising AI-driven fiber demand, BEAD tailwinds and a projected 19% jump in backlog ahead of earnings.
PLAB heads into Q2 earnings backed by strong AI chip packaging demand and rising advanced photomask adoption.
Deckers Outdoor (DECK) walked into its earnings night with everything a footwear company could want. Record fiscal 2026 revenue, record EPS, a blockbuster $3.5 billion buyback authorization, and a fiscal 2027 outlook that came in above Wall Street's consensus. Then, Bank of America trimmed its ...
NTAP heads into Q4 earnings with AI, cloud and all-flash storage demand boosting growth as margin pressure from rising memory costs lingers.
The future looks bright for AI, but it's not all about AI.
MDB heads into fiscal Q1 earnings with strong Atlas growth, AI platform expansion and enterprise demand driving revenue momentum.
Walmart slides after Q1 results as fuel and other costs squeeze margins, but e-commerce, ads and memberships keep its growth story intact.
ADSK heads into fiscal Q1 earnings with strong cloud and AI momentum, but sales optimization changes may weigh on subscription billings.
Johnson & Johnson (JNJ) is in focus after a Minnesota jury included the company in a US$10.2 million mesothelioma verdict tied to asbestos contaminated cosmetic talc products, adding to its broader talc related legal exposure. See our latest analysis for Johnson & Johnson. Despite headlines around talc litigation, Johnson & Johnson’s stock has had a 13.02% year to date share price return. Its 1 year total shareholder return of 55.84% points to strong momentum built over a longer stretch, even...
Regions Financial trades at $27.83 and has moved in lockstep with the market. Its shares have returned 9.4% over the last six months while the S&P 500 has gained 9.7%.
FUTU heads into Q1 earnings with record net asset inflow expectations, strong trading activity and global growth, despite higher costs and volatility.
Costco heads into May 28 Q3 earnings results with strong membership and digital gains, but a premium valuation suggests patience for new buyers.
Elbit Systems (NASDAQ:ESLT) reported a stronger first quarter of 2026, with management highlighting double-digit growth in revenue, operating profit and earnings per share, as well as a record backlog that surpassed $30 billion for the first time. Kobi Kagan, the company’s chief financial officer,
Victoria's Secret (VSCO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Dollar General (DG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Although the revenue and EPS for Elbit (ESLT) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
Vicor unexpectedly raises its second-quarter revenue guidance in yet another positive signal for the power chip industry.
Dell Earnings Are Coming. Wall Street Is Watching AI Server Demand Closely
Shares of Marvell Technology (NASDAQ:MRVL) surged 7% on Tuesday after several Wall Street firms raised their price targets ahead of the company’s earnings release scheduled for Wednesday. HSBC issues Street-high target on AI infrastructure optimismHSBC upgraded Marvell to Buy and increased its price target to $300 from $85, establishing the highest target currently on Wall Street.
Snowflake Set for Key Earnings Test Amid Rising AI Costs
Shares of rival data storage firms NetApp and Everpure are rallying ahead of earnings reports due Thursday. NetApp stock broke out during Friday's session while shares of Everpure, formerly Pure Storage, are approaching an entry with early gains Tuesday. For Everpure and NetApp, the picture has been more complicated.
Modine Manufacturing stock jumped close to 20% after it signed a deal to provide cooling systems to a major data center operator. Since the start of the year, shares have been on a tear thanks to booming business from data centers.