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Lam Research (LRCX) On Strong Earnings And AI Demand With Fair Value Still In Debate
Simply Wall St.13d agoneutral
Lam Research (LRCX) On Strong Earnings And AI Demand With Fair Value Still In Debate

Lam Research (LRCX) has drawn fresh attention after reporting quarterly and full year results on July 29, 2026, along with new guidance for the September quarter and commentary tied to AI driven semiconductor demand. See our latest analysis for Lam Research. At a share price of US$307.42, Lam Research has seen a sharp 7 day share price return of 21.82% after recent earnings and guidance, even though the 30 day share price return is down 12.22%. The 1 year total shareholder return of 222.20%...

Grab Holdings (GRAB) Raises 2026 Guidance, Is The Stock Still Below Fair Value?
Simply Wall St.13d agoneutral
Grab Holdings (GRAB) Raises 2026 Guidance, Is The Stock Still Below Fair Value?

Grab Holdings (NasdaqGS:GRAB) raised its full year 2026 revenue and earnings guidance after a strong second quarter, giving investors fresh numbers to assess the stock’s risk reward profile. See our latest analysis for Grab Holdings. The raised guidance and buyback news arrive after a mixed period for Grab Holdings, with the share price down 26.38% year to date but a 7 day share price return of 11.64% and a 1 year total shareholder return decline of 21.59%. Recent gains suggest short term...

Beyond Meat Q2 Earnings Call Highlights
MarketBeat13d agoneutral
Beyond Meat Q2 Earnings Call Highlights

Beyond Meat (NASDAQ:BYND) reported second-quarter 2026 revenue above its guidance range as international retail growth partially offset continued weakness in U.S. channels and international food service. Management said the company is pursuing a turnaround centered on expanding in Europe and Canada,

Blue Bird Q3 Earnings Call Highlights
MarketBeat13d agoneutral
Blue Bird Q3 Earnings Call Highlights

Blue Bird (NASDAQ:BLBD) reported fiscal 2026 third-quarter revenue of $517 million and adjusted EBITDA of $71 million, as the school-bus manufacturer said it exceeded its guidance across metrics and raised its full-year adjusted EBITDA outlook. The company also announced an expanded collaboration w

Axon Enterprise Q2 Earnings Call Highlights
MarketBeat13d agoneutral
Axon Enterprise Q2 Earnings Call Highlights

Axon Enterprise (NASDAQ:AXON) reported second-quarter revenue of $904 million, up 35% from a year earlier, as growth across software, connected devices and counter-drone offerings extended the company’s streak of quarterly revenue growth above 30% to 10 consecutive quarters. During the company’s ea

Investing.com13d agobullish
Motorola Solutions surges on earnings beat and raised outlook

Investing.com -- Motorola Solutions Inc (NYSE:MSI) reported second-quarter results that exceeded analyst expectations, with the company raising its full-year outlook following record revenue and backlog. Shares rose 5.5% in after-hours trading Wednesday following the announcement.

Investing.com13d agobearish
Duolingo falls on weak revenue guidance despite Q2 beat

Investing.com -- Duolingo Inc (NASDAQ:DUOL) reported second quarter results that exceeded analyst expectations, but shares tumbled 11.6% in after-hours trading Wednesday following revenue guidance that fell short of Wall Street estimates.

Motorola Solutions lifts annual guidance on resilient public safety demand
Reuters13d agoneutral
Motorola Solutions lifts annual guidance on resilient public safety demand

Motorola Solutions raised its full-year revenue outlook above Wall Street estimates, ‌betting on strong demand for public safety ‌communications equipment and software. The company, which makes radio communication equipment, ​911 emergency call handling software, and body cameras widely used by law enforcement agencies, has benefited from strong demand from U.S. public safety agencies, ‌with the D-Fend ⁠acquisition extending its capabilities into counter-drone technology. Here are some details: • Motorola forecast ⁠annual revenue of about $12.98 billion versus its guidance of $12.8 billion earlier.