Actualités

StoneCo (NASDAQ:STNE) reported second-quarter 2026 results marked by accelerating total payment volume growth, expanding banking deposits and a larger credit portfolio, while management said elevated interest rates and credit-market pressure have made its full-year targets more challenging. Chief E

AppLovin’s second quarter results were met with a significant negative market reaction as revenue and adjusted EBITDA both came in just below Wall Street expectations. Management attributed the shortfall to a slower pace of model improvements within its core gaming advertising business, which CEO Adam Foroughi described as “lighter than normal during the quarter.” Foroughi emphasized that the timing of these improvements, which landed just after quarter end, was the primary factor behind the wea

Cloud services revenue surged 42% sequentially as WhiteFiber signed $500M in new contracts.

CLEAR Secure’s second quarter was marked by strong revenue growth and notable operating margin improvement, which contributed to a positive market reaction. Management attributed these results to increased adoption of its secure identity platform, continued expansion of its travel network, and efficiency gains from technology investments. CEO Caryn Seidman-Becker highlighted, “We ended this quarter with almost 44 million total CLEAR members, driving bookings of $296 million and free cash flow of

Revenue surged 28.8% as active customers grew 13.2% and margins expanded sharply.

Sequential revenue growth returns as platform migrations complete and profitability improves.

Fastly’s Q2 results for 2026 reflected a period of robust growth and operational improvement, though the market responded negatively. Management attributed the quarter’s performance to an expanding security business, increased adoption of its unified platform, and a notable rise in AI-driven and machine-generated traffic. CEO Charles Compton emphasized the significance of Fastly’s unified approach, stating the company’s “platform strategy is foundational to our success,” while also highlighting

DLocal (DLO) is back in focus after reporting second quarter figures that included nearly US$18b in total payment volume and record gross profit, alongside higher full year growth guidance for TPV and gross profit. See our latest analysis for DLocal. DLocal’s latest guidance update and strong second quarter metrics come after a mixed share price run, with a 34.06% 90 day share price return but a 1 year total shareholder return that declined 2.20% and a 5 year total shareholder return that...

Nebius Group NV (NBIS) reports record $582 million in quarterly revenue, with adjusted EBITDA turning positive at $236 million and annualized run rate reaching $3 billion.

Record subscription revenue surged 62% as crypto trading volumes softened.

Moby summary of Stratasys Ltd.'s Q2 2026 earnings call

Revenue surged 520% as drone deliveries accelerated and customer base diversified.

Record revenue masks payer headwinds forcing IBSRELA guidance cuts.

Revenue doubled to $1.3 billion as data center demand drove record backlog.

Moby summary of Figure Technology Solutions, Inc. Class A Common Stock's Q2 2026 earnings call

JLWS contract award and record defense revenue highlight momentum amid supply chain delays.

NdPr sales volumes doubled while cash reserves hit $1.45 billion, funding expansion plans.

Net sales topped $2.5 billion for first time, fueled by global double-digit growth.

AI-driven improvements and hotel expansion fueled 17% revenue growth to $3.6 billion.

Non-GAAP net income surged 20.8% despite revenue headwinds in electronics.

Nu (NU) delivered earnings and revenue surprises of +10.00% and +1.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

SoundHound AI’s second quarter results were marked by substantial year-on-year revenue growth and a reduction in non-GAAP losses, surpassing Wall Street’s expectations. Management attributed the strong performance to rapid adoption of the OASYS agentic AI platform, which has accelerated deal cycles and customer onboarding. CEO Keyvan Mohajer described OASYS as “the most intuitive and easiest to navigate” among competing solutions, highlighting that the technology’s ability to automate agent crea

Mt. Holly expansion drives aluminum shipments up 6% as realized prices surge $350 per ton.

Data center revenue projected to hit $1 billion in 2026 as AI demand accelerates.

Shopify’s second quarter saw a significant positive market reaction, with results surpassing Wall Street’s revenue and adjusted profit expectations. Management attributed performance to broad-based growth across merchant sizes and geographies, as well as increasing adoption of new AI-powered tools like Sidekick and the Catalog API. President Harley Finkelstein highlighted that “AI searches powered by Catalog converted twice the rate of those using scraped data,” emphasizing the growing value of

FitLife Brands (NASDAQ:FTLF) reported second-quarter 2026 revenue of $26.5 million, up 65% from a year earlier, as the company’s acquisition of Irwin Naturals more than offset declines in its Legacy FitLife business. Net income rose to $2.0 million from $1.7 million in the prior-year quarter, while

DLocal (NASDAQ:DLO) reported second-quarter 2026 total payment volume of $17.7 billion, up 92% from a year earlier, as growth in ride-hailing, travel, remittances, e-commerce and other verticals drove record volume and gross profit. Chief Executive Officer Pedro Arnt said the company processed more

Rocket Lab’s second-quarter results gave Bank of America another reason to stay bullish on the space company, even as one part of the business came in lighter than Wall Street expected. Bank of America reiterated its Buy rating and $115 price objective on Rocket Lab (RKLB) after earnings, analyst ...

Sequential revenue jumped 18.6% as data center demand accelerated production scaling.

Revenue hit $1.50 billion with accelerating gross profit and record free cash flow.