Actualités

TransMedics Group Inc (TMDX) posts 21% revenue growth to $190 million, raises full-year guidance, and advances key clinical programs despite margin pressure from strategic investments.

Viasat Inc (VSAT) reports strong defense segment growth and improved cash generation, offset by flat communication services and ongoing challenges in maritime and fixed broadband.

Emerson Electric Co (EMR) delivers 6% underlying sales growth and raises full-year EPS guidance to $6.55, driven by robust demand in semiconductor and power markets.

Gilead delivers strongest Q2 base business growth in 3 years, raises full-year HIV guidance, and showcases rapid uptake of Yeztugo and Trodelvy despite acquisition-related EPS drag.

Arista Networks Inc (ANET) delivers a stellar Q2 with revenue up 37.7% year-over-year, driven by robust AI fabric adoption and international growth, while navigating supply chain headwinds.

Upstart Holdings Inc (UPST) delivers 50% year-over-year originations growth and achieves all-time high contribution profit, while navigating macro headwinds and strategic portfolio shifts.

Zeta Global Holdings Corp (ZETA) delivers 20th consecutive beat-and-raise quarter, driven by strong AI adoption and strategic partnerships with OpenAI and Palantir.

Duke Energy (NYSE:DUK) reported second-quarter 2026 adjusted earnings of $1.43 per share, up from $1.25 per share a year earlier, as customer growth and infrastructure investment at its electric utilities supported results. Reported earnings were $1.38 per share, compared with $1.25 per share in the

DigitalOcean (NYSE:DOCN) reported second-quarter 2026 revenue of $281 million, up 29% from a year earlier and above the high end of its guidance, as growth accelerated among its largest customers and AI-focused offerings gained adoption. Chief Executive Officer Paddy Srinivasan said the company add

Astera Labs Inc (ALAB) posts record Q2 revenue of $392.4 million, with Scorpio-X expected to surpass Scorpio-P in Q3 and become the largest product family.

DaVita Inc (DVA) reports adjusted EPS of $4.02 and reaffirms full-year guidance amid successful phosphate binder transition and expanded HD dialyzer rollout.

AMD's Q2 2026 results showcase record revenue of $11.5 billion, with data center revenue more than doubling year-over-year, driven by strong AI demand and strategic partnerships.

Kratos Defense & Security Solutions Inc (KTOS) delivers 19.1% organic growth and raises full-year guidance, driven by surging demand for hypersonics, unmanned systems, and affordable mass munitions.

Atomera advances toward potential license deal while expanding into NAND and RF markets, despite wider net loss and rising costs.

Opendoor Technologies Inc (OPEN) reports a 149% year-over-year surge in homes acquired and improved margins, while reaffirming its path to adjusted net income profitability by the end of 2026.

Toast Inc (TOST) delivers record 9,500 net new locations and raises full-year guidance as AI-powered products and new market expansions fuel robust recurring gross profit growth.

Paramount+ hits 82 million subscribers with record retention, while the company raises full-year guidance amid Warner Bros. Discovery deal optimism.

Fidelity National Information Services, Inc. has already reported second-quarter 2026 results, with revenue rising to US$3,377 million and net income improving to US$231 million, alongside confirming new third-quarter and full-year 2026 revenue guidance and affirming a quarterly dividend of US$0.44 per share. Despite the stronger profitability, management cut full-year forecasts and began exploring sales of parts of the capital markets business amid softer demand and economic uncertainty...

Pinterest's earnings report shows a solid second quarter as AI remains at the forefront of its ad and consumer-facing investments, with CEO Bill Ready calling AI "a clear accelerant" for the business.

Coupang (NYSE:CPNG) reported second-quarter revenue growth that accelerated from the prior quarter on a constant-currency basis, while management said the company continued to recover from a prior data incident that disrupted product-commerce customer activity and pressured margins. Consolidated ne

Arista Networks (NYSE:ANET) reported fiscal second-quarter revenue of just over $3 billion, up 37.7% from a year earlier and above its prior guidance of $2.8 billion, as demand from AI and enterprise customers supported the company’s first $3 billion quarterly revenue milestone. Chief Executive Off

Viasat (NASDAQ:VSAT) reported first-quarter fiscal 2027 results that included positive free cash flow, rising government satellite communications revenue and record awards and backlog in its Defense & Advanced Technologies segment, while legacy fixed broadband and maritime businesses remained un

Defense and intelligence demand accelerates as company raises full-year guidance.

Upstart (NASDAQ:UPST) reported second-quarter 2026 results marked by accelerating loan originations, higher contribution margins and a return to GAAP profitability, while reaffirming its full-year financial outlook despite a higher macroeconomic risk indicator. Chief Executive Officer Paul Gu said

TransMedics Group (NASDAQ:TMDX) reported record second-quarter revenue as growth in liver procedures, clinical services and transplant logistics offset increased spending on product development, international expansion and infrastructure. Total revenue for the quarter ended June 30 rose 21% year ov

Silver Standard Resources (NASDAQ:SSRM), operating as SSR Mining, said its second-quarter results were in line with expectations as the company completed its exit from Türkiye, strengthened its cash position and outlined plans to increase investment in mine-life extensions across its Americas-focuse

SpaceX (NASDAQ:SPCX) reported second-quarter 2026 revenue of $7.8 billion, up 92% from a year earlier, while its quarterly net loss narrowed by $467 million to $541 million. Adjusted EBITDA rose 191% year over year to $3.5 billion, according to the company’s earnings call. Chief Financial Officer B

Palantir's 30% stock surge wiped out $3 billion in short seller gains after a strong earnings beat and raised guidance.

Moby summary of Leidos Holdings, Inc.'s Q2 2026 earnings call

Moby summary of TransDigm Group Incorporated's Q3 2026 earnings call