Actualités

Lumentum's Q3 FY26 EPS beat estimates, revenues rise 90% on surging cloud & AI demand; 1.6T transceiver shipments are set to ramp in fiscal Q4.

Mastercard Incorporated (NYSE:MA) is one of the best strong buy stocks to invest in according to billionaires. Raymond James cut the price target on Mastercard Incorporated (NYSE:MA) to $609 from $631 on May 1, maintaining an Outperform rating on the shares. The firm told investors in a research note that the company delivered solid fiscal Q1 […]

Rene Haas: Thank you, Jeff, and welcome, everyone. Arm delivered a record quarter and record fiscal year. Licensing revenue grew 29% year-over-year to $819 million, driven by strong demand for the Arm platform.

PPL to report first-quarter earnings on May 8, data-center demand and grid upgrades may lift results, but premium valuation adds caution.

Astera Labs benefits from strong AI connectivity demand and Scorpio expansion, but rising costs, competition, and premium valuation may limit upside.

BWX Technologies, Inc. recently reported first-quarter 2026 results, with sales rising to US$860.22 million and net income to US$91.07 million, while also declaring a US$0.27 per-share quarterly dividend payable on June 5, 2026 to shareholders of record on May 19, 2026. Alongside beating earnings expectations, BWX Technologies raised its 2026 revenue guidance above US$3.75 billion and moved to expand nuclear manufacturing capacity through the planned acquisition of Precision Components...

Mitchell J. Krebs: Hello, everyone, and thank you for joining our call to discuss Coeur Mining, Inc.'s first quarter results. Putting that all together along with consistent performance from our three other operations and taking the midpoint of our guidance ranges, we expect to produce approximately 750 thousand ounces of gold, over 20 million ounces of silver, and nearly 60 million pounds of copper in 2026.

Moby summary of Cheniere Energy, Inc.'s Q1 2026 earnings call

Palantir just posted one of the strongest quarters in its history as a public company. Wall Street's reaction was split. The stock fell. And one analyst said he had never seen anything quite like it at this scale. That analyst was Rosenblatt Securities' John McPeake. And he responded by raising his ...

Need a quote from a Motley Fool analyst? Stephane Aka: And thank you for joining us on APA Corporation’s first quarter 2026 financial and operational results conference call. Ben C. Rodgers, CFO, will share further color on our results and outlook.

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Microsoft Corporation (NASDAQ:MSFT) is one of the best strong buy stocks to invest in according to billionaires. Truist cut the price target on Microsoft Corporation (NASDAQ:MSFT) to $575 from $675 on April 30, maintaining a Buy rating on the shares and telling investors in a research note that the company reported another solid execution quarter […]

FIS heads into Q1 earnings with Banking Solutions revenues expected to rise 37.7% and adjusted EBITDA to jump 42%: can it deliver a beat?

Stock Of The Day: S&P 500's Albemarle reclaimed a buy point on its best earnings in years amid higher lithium prices and energy storage demand.

Western Digital (WDC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Monolithic Power (MPWR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

OBDC's Q1 earnings miss estimates as lower net investment income hurts results despite reduced expenses and a new $300M share repurchase plan.

CRCL heads into Q1 earnings with strong USDC growth and expanding partnerships, but high valuation and margin pressure may cap upside.

RGTI's Q1 results are likely to highlight revenue growth, cloud adoption and quantum roadmap progress as investors assess its commercial momentum.

RGTI's Q1 results are likely to reflect rising quantum system demand, but volatile revenue trends could keep investors cautious.

Denison Mine heads into Q1 earnings with revenue pressure and higher costs, but uranium gains and Wheeler River progress keep its long-term growth story intact.

AROC misses Q1 earnings estimates as higher SG&A costs offset growth from strong contract operations and rising compression demand.

Lowe's (LOW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

SE faces rising costs and loan-loss provisions ahead of Q1 results, even as Shopee's GMV and ad growth remain strong.

Shawn Amini: Thank you for joining us today for Texas Pacific Land Corporation's first quarter 2026 earnings conference call. Management will make some prepared comments, after which we will open the call for questions.

Shares of Axon Enterprise rose sharply Thursday after the maker of law-enforcement technology like Tasers and body cameras reported a spike in international sales. Axon stock jumped 7.6% to $415.14 on Thursday.

TRP beats Q1 earnings estimates, boosts dividend and posts strong segment growth, even as revenues miss expectations and outlook stays intact.

Richard Cohen: Thank you, Charlie. During the second quarter, we began our first system deployment with Associated Wholesale Grocers, or AWG, the nation's largest cooperative food wholesaler to independently owned supermarkets. To build upon this momentum, our teams met with many existing and prospective customers last month at the MODEX Trade Show in Atlanta.

WTS posted record Q1 sales and earnings as data center demand, pricing and productivity gains fueled margin expansion.

Brad Marshall: Thank you, and good morning. Looking at the leveraged loan index, spreads widened roughly 50 basis points and returns were down 55 basis points during the quarter. Despite private credit generally outperforming the broadly syndicated loan and public equity markets, capital flows into several non-traded BDCs declined, and public BDCs traded down meaningfully.