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AppLovin (APP) Tumbled After Earnings, Is It Now A Bargain?
Simply Wall St.12d agobearish
AppLovin (APP) Tumbled After Earnings, Is It Now A Bargain?

AppLovin (APP) moved into focus after its second quarter 2026 earnings report, which combined strong year on year sales and profit figures with revenue slightly below market expectations and cautious guidance for the next quarter. See our latest analysis for AppLovin. The earnings release and softer third quarter guidance triggered a sharp reset in AppLovin’s share price, which has declined 23.2% over the past 30 days and 32.4% year to date, even though the 1 year total shareholder return is...

Sterling Infrastructure (STRL) Stock May Be 34% Undervalued After Raised Guidance
Simply Wall St.12d agoneutral
Sterling Infrastructure (STRL) Stock May Be 34% Undervalued After Raised Guidance

Sterling Infrastructure stock has delivered a very large 5 year return, yet the latest valuation work still points to the shares trading at a discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and supported by earnings multiples. The share price has produced a very large 5 year gain of 2,152.2%, which means anyone looking at Sterling Infrastructure today is assessing a stock that has already seen substantial value created on the chart. Recent record...

Is Backblaze (BLZE) Expensive As Q2 Earnings And The CoreWeave Deal Lift Interest?
Simply Wall St.12d agoneutral
Is Backblaze (BLZE) Expensive As Q2 Earnings And The CoreWeave Deal Lift Interest?

Backblaze (BLZE) is back in focus after its second quarter 2026 earnings on 3 August, which combined higher sales, a narrower net loss, raised full year revenue guidance, and a new CoreWeave partnership. See our latest analysis for Backblaze. Backblaze shares have been volatile around the Q2 2026 report and CoreWeave agreement, with the 7 day share price return of 47.43% and year to date share price return of 292.83% pointing to strong recent momentum after a 1 year total shareholder return...

Axcelis Technologies Q2 Earnings Call Highlights
MarketBeat12d agoneutral
Axcelis Technologies Q2 Earnings Call Highlights

Axcelis Technologies (NASDAQ:ACLS) reported second-quarter 2026 revenue of $215 million and non-GAAP diluted earnings per share of $1.06, with both figures exceeding management’s expectations. The company raised its outlook for the full year, now expecting mid-single-digit revenue growth after previ

Merck KGaA Q2 Earnings Call Highlights
MarketBeat12d agoneutral
Merck KGaA Q2 Earnings Call Highlights

Merck KGaA (ETR:MRK) reported accelerating organic sales and earnings growth in the second quarter of 2026, led by Life Science and Electronics, and raised its full-year outlook for sales, EBITDA pre and earnings per share. Group net sales rose 3.4% year over year to €5.434 billion. Organic sales g

Deutsche Telekom Q2 Earnings Call Highlights
MarketBeat12d agoneutral
Deutsche Telekom Q2 Earnings Call Highlights

Deutsche Telekom (ETR:DTE) reported continued organic growth in the first half of 2026, raised its group free-cash-flow outlook following an increase at T-Mobile US, and announced plans for up to an additional €3 billion in share repurchases during 2026. Chief Executive Officer Tim Höttges said gro

Datadog shares tumble despite earnings beat and stronger full-year outlook
InvestorsHub12d agoneutral
Datadog shares tumble despite earnings beat and stronger full-year outlook

Datadog (NASDAQ:DDOG) shares plunged more than 21% in pre-market trading on Thursday, even after the cloud monitoring and cybersecurity specialist reported better-than-expected second-quarter results and lifted its full-year guidance. The sharp selloff appeared to reflect investor profit-taking following the stock’s recent record highs, rather than any deterioration in the company’s operating performance.