Moby summary of Vistra Corp.'s Q1 2026 earnings call
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Moby summary of McDonald's Corporation's Q1 2026 earnings call
The fintech company now expects adjusted earnings of $3.85 a share this year, a 62% uplift from 2025.
JFrog raised its full-year outlook after first-quarter earnings and revenue topped Wall Street expectations, with the company saying AI coding agents are driving cloud demand.
Moby summary of Lifetime Brands, Inc.'s Q1 2026 earnings call
Moby summary of Datadog, Inc.'s Q1 2026 earnings call
Galapagos (NASDAQ:GLPG) executives used the company’s first-quarter 2026 earnings call to highlight what Chief Executive Officer Henry Gosebruch described as a “real transformation,” including portfolio changes, management and board updates, and an upcoming corporate rebrand to Lakefront Biotherapeu
Analog chipmaker Microchip Technology (NASDAQ:MCHP) announced better-than-expected revenue in Q1 CY2026, with sales up 35.1% year on year to $1.31 billion. On top of that, next quarter’s revenue guidance ($1.46 billion at the midpoint) was surprisingly good and 8.3% above what analysts were expecting. Its non-GAAP profit of $0.57 per share was 12.9% above analysts’ consensus estimates.
While they beat expectations on both revenue and gross bookings, both earnings and total rides came in a bit light. Shares initially rose a few percentage points after the report was released before falling around 3% to $13.71. Revenue for the first quarter came in at $1.650 billion, ahead of expectations for $1.631 billion.
A wave of blockbuster earnings in tech is catching a couple software companies, too. Shares in Datadog jumped 31% on Thursday after the company reported 32% year-over-year revenue growth. Cybersecurity provider Fortinet added 20%, after it said it was seeing higher demand for its offerings because of artificial intelligence.
Investing.com -- CoreWeave on Thursday reported mixed first-quarter results as demand for artificial intelligence infrastructure boosted revenue, though losses widened amid heavy spending on expansion.
Allegro MicroSystems beat Wall Street's targets for its fiscal fourth quarter and with its outlook for the current period.
Airbnb's (ABNB) first-quarter earnings lagged Wall Street's estimates, while the vacation rental com
Investing.com -- The Trade Desk (NASDAQ:TTD) reported first quarter results that missed earnings expectations and issued disappointing guidance, sending shares down 14.9% in after-hours trading Thursday.
Moby summary of U.S. Energy Corp.'s Q1 2026 earnings call
Moby summary of Allegro MicroSystems, Inc.'s Q4 2026 earnings call
Moby summary of Amprius Technologies, Inc.'s Q1 2026 earnings call
Moby summary of ESAB Corporation's Q1 2026 earnings call
Moby summary of Celsius Holdings, Inc.'s Q1 2026 earnings call
Real estate developer Howard Hughes Holdings (NYSE:HHH) fell short of the market’s revenue expectations in Q1 CY2026, but sales rose 18.4% year on year to $235.9 million. Its GAAP profit of $0.14 per share was 70.6% above analysts’ consensus estimates.

<body><p>STORY: McDonald's was among the companies on Thursday that said higher gas prices linked to the Iran war were disproportionately hurting low‑income consumers, as the burger chain warned of a weak start to its second quarter.</p><p>"The lower end seems to be really struggling at this point," Buchanan said. "And this earnings season really has highlighted that. From Whirlpool to McDonald's, we've seen some of these names and corporations really communicate [that] in a very direct way."</p><p>"The tipping point is an inflection in labor," Buchanan continued. "If we have a labor blip where jobs aren't as plentiful... we really feel like there's a lot of stress that could emanate throughout our marketplace" that could pressure U.S. stock prices.</p></body>
Amphenol (APH) just posted Q1 2026 results that show higher sales and net income versus a year earlier, and it also lifted Q2 guidance, prompting analysts to raise earnings estimates for the stock. See our latest analysis for Amphenol. At a share price of $138.47, Amphenol’s recent 1 day share price return of 1.3% comes after a 7 day share price decline of 6.7%. Its 1 year total shareholder return of 72.5% and 5 year total shareholder return of 351.8% reflect strong longer term compounding as...
Fluence Energy (NASDAQ:FLNC) reported fiscal second-quarter 2026 results and reiterated its full-year outlook, pointing to accelerating order intake, a record backlog, and growing traction with data center customers following the signing of master supply agreements (MSAs) with two major hyperscalers
Cathie Wood has spent weeks trimming some of the market’s hottest winners. Advanced Micro Devices (AMD) kept climbing, and it was one of the several that Wood sold. In my previous coverage, Cathie Wood sold another $15.6M of the semiconductor stock after it gained 93% this year. Other artificial ...
Christopher Kempczinski: Good morning, everyone, and thank you for joining us. In a challenging environment, our system stayed focused on what we can control, delivering on the things that matter most to our customers, compelling value that brings customers in the door, breakthrough marketing that gives people a reason to choose McDonald's and great tasting menu innovation that keeps us relevant and gives customers more of what they want.
PDD Holdings Inc. (NASDAQ:PDD) is one of the Best Stocks to Buy Before the Next Bull Run . The company is set to release its fiscal Q1 2026 earnings on May 19, and the Street is bullish despite a 15.5% year-to-date decline in the stock price. Analysts expect the company to post around $16.02 billion […]
Joining me on this morning's call are Julian Nabrita, our President and Chief Executive Officer; and Ahmed Pasha, our Chief Financial Officer. A copy of our earnings presentation, press release and supplementary metric sheet covering financial results, along with supporting statements, schedules, including reconciliations and disclosures regarding non-GAAP financial measures are posted on the Investor Relations section of our website at fluenceenergy.com. During the course of this call, Fluence's management may make certain forward-looking statements regarding various matters related to our business, including, but not limited to, statements related to our future financial and operational performance, future market growth and related opportunities, anticipated growth and business strategy, liquidity and access to capital, expectations related to pipeline, order intake and contracted backlog future results of operations, the impact of the -- on e Big Beautiful Bill Act, projected costs, beliefs, assumptions, prospects, plans and objectives of management and the timing of any of the foregoing.
Dan Dickson: Thank you, Allison, and welcome, everyone. With the [ Cubo ] plant expansion substantially complete and Terronera's operations performing near design expectations, we are entering an exciting phase for the company, and we look forward to building on this momentum as we progress throughout the year. In Q1, Endeavour produced nearly 2 million ounces of silver and 12,000 ounces of gold with base metals, totaling 3 million silver equivalent ounces.
2026 is off to an outstanding start for MKS. First quarter revenue, gross margin and EPS all came in at the high end or above our guidance ranges, and our Q2 guidance shows that we expect this momentum to continue, driven by strong bookings across our end markets. In the semiconductor market, MKS has a long-standing track record of outperforming WFE in up cycles.
Upcoming results from Walmart, Target and other retailers could offer fresh insight into how consumers are handling high gas prices and a tougher economic backdrop.