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Applied Materials clears earnings estimates and boosts outlook, but investors punish AMAT stock

Uber Technologies stock has delivered a strong 90.4% gain over the past five years, yet current valuation checks still suggest the shares lean cheap rather than stretched. With the company leaning into autonomous vehicles and large acquisitions, investors are weighing that track record against what the current price implies. Over five years, Uber Technologies has returned 90.4%, which puts current holders in a solid position but raises the question of how much of that progress is already...

Texas Pacific Land’s second quarter was marked by strong year-over-year growth but was met with a negative market reaction, reflecting concerns over the company’s revenue miss relative to analyst expectations. Management attributed quarterly performance to record royalty production in oil and gas, supported by higher realized commodity prices and increasing demand for produced water royalty volumes. CEO Tyler Glover emphasized that “our unhedged royalty position allowed us to benefit fully from

While Eli Lilly isn't a perfect technical setup, it's still a fundamental powerhouse that could be worth considering.

APA Corporation delivered a positive performance in Q2, as reflected by a 3.8% post-earnings share price increase. Management attributed the quarter’s results to sustained cost reductions, operational improvements in the Permian and Egypt, and a disciplined capital allocation approach. CEO John J. Christmann highlighted that ongoing efficiency initiatives have enabled the company to meet oil production targets with fewer rigs and lower capital intensity, stating, “Operational performance remains

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here’s what to expect.

The semiconductor equipment maker posted $9.12 billion in third-quarter revenue and guided for up to $10.75 billion in the current quarter

During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.

Enovix (ENVX) just reported second quarter revenue of US$9.02 million, alongside guidance for third quarter revenue of US$9.0 million to US$10.0 million, highlighting continued traction in Smart Eyewear and drone or defense orders. See our latest analysis for Enovix. Despite the upbeat Q2 revenue and guidance, Enovix’s share price has been under pressure, with the latest close at US$4.43 and the year to date share price return down 43.9%, while the 1 year total shareholder return has fallen...

Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shi

Wall Street futures pointed modestly higher pre-bell Friday, as the waning earnings season and the a

Walmart, Target and other retail earnings take center stage this coming week. Alibaba and Viking Holdings also are on tap.

Target’s improving sales trends are giving investors more reason to believe the retailer’s turnaround is taking hold, but Bank of America still sees a difficult setup for the stock heading into second-quarter earnings. Target (TGT) is scheduled to report results on Aug. 19, and expectations have ...

Disney’s Q2 results were marked by a positive market reaction, despite missing Wall Street’s revenue and profit expectations. Management attributed the quarter’s momentum to strong performance from the Disney Experiences segment, which saw record revenue and operating income growth driven by increased attendance and higher per capita spending at domestic parks and cruise lines. CEO Josh D’Amaro emphasized that the company’s strategy of integrating creative content, technology, and fan engagement

CDW delivered revenue and non-GAAP earnings per share above Wall Street expectations in Q2, supported by robust demand for AI infrastructure and modernization projects across its Commercial, Government, and International segments. However, the market reacted negatively following the results, with management pointing to a pronounced shift in customer spending towards large-scale hardware and cloud investments that exerted pressure on gross margins. CEO Christine Leahy noted, “Customers are still

Cognex’s second quarter results fell short of Wall Street’s revenue expectations, with management citing a strong demand environment and favorable industrial trends as key drivers. CEO Matt Moschner highlighted that the company’s performance was supported by expanding AI-enabled machine vision platforms and meaningful progress in customer diversification. Despite robust year-over-year sales growth, management acknowledged that operating discipline and recent product introductions played a signif

Gains on investments in companies like Anthropic are inflating earnings at some of the biggest technology companies.

Alithya Group (TSE:ALYA) reported lower first-quarter revenue and profitability as longer client decision-making and project conversion cycles reduced utilization, while management said its pipeline of late-stage opportunities continued to build. Revenue for the quarter totaled CAD 105.1 million, d

Inspired’s second quarter results were met with a negative market reaction, as the company’s revenue came in below Wall Street expectations and declined significantly year-over-year. Management attributed this underperformance largely to the near doubling of the UK remote gaming duty, which took effect in April and had a substantial impact on the reported figures. Executive Chairman Lorne Weil described the UK tax change as “the main reason” for revenue and EBITDA pressure, explaining that altho

Nutrien (NYSE:NTR) held its second-quarter 2026 earnings call on August 6. The headline numbers show a company leaning on its potash strength to offset a bumpier nitrogen and phosphate picture, while still finding room to raise guidance in one segment and cut spending in another. Bull Case: Potash Carries The Quarter Nutrien posted record potash […]

Himax Technologies stock has delivered very strong gains over the last few years, yet the broad valuation checks now lean expensive and suggest the recent share price strength may be running ahead of fundamentals. Himax Technologies has returned 157.9% over the last 3 years, which puts extra focus on whether the current share price still reflects a reasonable long term entry point. The key support for the valuation can come from how sustainably Himax Technologies converts revenue into cash...

DoorDash’s second quarter showed notable gains across its core delivery and newer business lines, with management crediting expanded adoption of DashPass subscriptions, strong growth in its grocery and international segments, and improving unit economics across categories. CEO Tony Xu highlighted that “there are many levers in which we can control the kind of financial profile in order to make great investments,” referencing progress in restaurant, grocery, and international operations. Manageme

BUDA (NYSEAMERICAN:BUDA) reported second-quarter revenue growth of 26.4% as its core beverage business expanded organically and the company began selling products in 246 Walmart stores across nine states. The company also introduced its Ultra Fresh dressings line, although startup costs associated w

KULR Technology Group (NYSEAMERICAN:KULR) reported second-quarter 2026 revenue of $2.1 million, a significant decline from both the prior-year period and the first quarter, as supply-chain bottlenecks, execution constraints and delayed production capacity affected deliveries of its battery products.

TTM Technologies’ second quarter showed notable momentum, with the market reacting positively to results that surpassed Wall Street’s expectations. Management credited strong demand in both artificial intelligence (AI) and defense end markets as primary growth drivers, highlighting robust order pipelines and an 81% year-on-year increase in backlog. CEO Edwin Roks emphasized, “Approximately 80% of our net sales are related to these two megatrends,” and pointed to successful customer alignment in

Sandisk Corporation (NASDAQ:SNDK) and Western Digital Corporation (NASDAQ:WDC) are two of the strongest-performing stocks in today’s AI era. The two companies’ shares are up 455% and 159% year-to-date, respectively. Both of the firms’ shares have responded to the aggressive demand for their storage products stemming from the multi-billion-dollar artificial intelligence infrastructure buildout. However, Western Digital Corporation (NASDAQ:WDC)’s […]

eBay’s second quarter results were met with a negative market reaction despite surpassing Wall Street expectations for both revenue and non-GAAP profit. Management pointed to strong execution in focused categories, such as collectibles and fashion, as well as significant growth in the consumer-to-consumer (C2C) and recommerce segments. CEO Jamie Iannone highlighted that over 70% of gross merchandise volume (GMV) came from these strategic priorities, with each growing more than 20% year-over-year

Tutor Perini's second quarter was met with a positive market reaction, as management attributed outperformance to higher volumes and improved execution on large-scale projects across the Civil, Building, and Specialty segments. CEO Gary Smalley highlighted the ramp-up of nine recently awarded mega projects as central to increased operating margins and strong operating cash flow. The company also benefited from robust project execution in regions such as New York, California, Hawaii, and the Indo

Novanta's second quarter was marked by broad-based organic growth across all business units and a favorable response from the market. Management attributed the strong results to both an acceleration in new product revenue—up more than 50% year-over-year—and operational improvements, including factory consolidations. CEO Matthijs Glastra highlighted that all business units grew organically and pointed to increased customer demand in precision robotics, AI-driven manufacturing, and minimally invas

SolarEdge’s second quarter results were marked by notable year-over-year revenue growth and a return to non-GAAP operating profitability, but the market responded negatively, reflecting lingering concerns about the company’s near-term trajectory. Management attributed the quarter’s performance to progress in operational efficiency, product rollouts, and increasing demand for storage solutions—particularly in Europe, where anticipation of electricity price hikes and policy changes fueled both sol