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Toast (TOST) is back in focus after Q2 2026 results exceeded analyst expectations on both revenue and earnings, alongside a higher full year outlook and new AI driven partnerships with Google and BWH Hotels. See our latest analysis for Toast. Toast’s recent rally has gathered pace, with a 30 day share price return of 17.3% and a 90 day share price return of 38.6%. However, the 1 year total shareholder return declined 23.9%, so recent momentum contrasts with a weaker longer term picture. If...

Investing.com -- Twilio Inc (NYSE:TWLO) shares surged 16.5% in after-hours trading Thursday after the customer engagement infrastructure company reported second quarter results that exceeded analyst expectations and issued guidance well above consensus estimates.

Collaboration software maker Atlassian beat Wall Street expectations for fourth-quarter ‌revenue on Thursday, riding on strong ‌demand for its enterprise software services and cloud-based products. Here ​are some details: • Shares of the company were up 35.2% in extended trading. Atlassian, whose software tools such as Jira Service Management ‌and Rovo help ⁠clients manage teams, track work and analyze data, has benefitted from more ⁠companies incorporating machine learning and automating tasks.

Microchip Technology forecast second-quarter revenue and profit above Wall Street estimates ‌on Thursday, on strengthening demand for ‌its chips used in AI data centers as well ​as the industrial, automotive and aerospace sectors. The company has benefited from a cyclical recovery in key end-markets, including industrial and automotive, as well ‌as surging demand ⁠from AI-related data centers, with robust aerospace- and defense-related spending fueled by ⁠geopolitical tensions. Here are some details: • For the second quarter, Microchip forecast revenue of $1.59 billion to $1.62 ​billion, above ​analysts' average estimate of $1.55 ​billion, according to ‌data compiled by LSEG.

The voice technology specialist is seeing strong demand for its new agentic AI platform.

Ouster (OUST) delivered earnings and revenue surprises of +16.13% and +7.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cloudflare (NET) delivered earnings and revenue surprises of +7.41% and +4.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ICF (ICFI) delivered earnings and revenue surprises of +10.06% and -0.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Analog chipmaker Microchip Technology (NASDAQ:MCHP) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 38% year on year to $1.48 billion. On top of that, next quarter’s revenue guidance ($1.60 billion at the midpoint) was surprisingly good and 3.3% above what analysts were expecting. Its non-GAAP profit of $0.76 per share was 8.7% above analysts’ consensus estimates.

Online accommodations platform Airbnb (NASDAQ:ABNB) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 16.5% year on year to $3.61 billion. Its GAAP profit of $1.37 per share was 9.5% above analysts’ consensus estimates.

Novavax raised its full-year 2026 adjusted total revenue outlook to $235–$275 million from $230–$270 million.

Streaming platform Roku on Thursday reported second-quarter revenue that beat Wall Street ‌estimates, driven by its advertising and subscriptions segments. Roku ‌is awaiting the closure of a deal to be acquired by ​Fox Corp for$22 billion, uniting the broadcaster's content empire with Roku's streaming distribution footprint. • Roku, a content distributor, carries streaming apps from Paramount and Netflix and has ⁠benefited from consumers leaving traditional TV.

Customer engagement platform Twilio (NYSE:TWLO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 22% year on year to $1.50 billion. On top of that, next quarter’s revenue guidance ($1.51 billion at the midpoint) was surprisingly good and 3.2% above what analysts were expecting. Its non-GAAP profit of $1.47 per share was 11.1% above analysts’ consensus estimates.

Airbnb (ABNB) delivered earnings and revenue surprises of +14.17% and +0.81%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Joby Aviation Stock Jumps on Strong Guidance and FAA Certification Progress

Moderna (MRNA) is back in focus after the US Food and Drug Administration approved mFLUSIVA, the company’s mRNA based flu vaccine for adults aged 50 and over, sparking renewed interest in the stock. See our latest analysis for Moderna. The FDA approval of mFLUSIVA comes after a period of sharp swings in Moderna’s share price, with a 1-month share price return down 31.23% but a year to date share price return up 82.29%. At the same time, the 1-year total shareholder return of 110.61% contrasts...

Archer Aviation (NYSE:ACHR) reports a breakthrough ZEE AI foundation model for real time prediction of surface aircraft trajectories, aimed at supporting safer aviation and air traffic management. The company completes a piloted city to city roundtrip using its electric Midnight air taxi under an FAA collaboration, marking a step toward potential commercial urban air mobility services. Investors watching Archer Aviation and the broader push into aerial automation may also want to review...

Redwire is making progress, but remains a speculative investment.

Collaboration software company Atlassian (NASDAQ:TEAM) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 27.6% year on year to $1.77 billion. Guidance for next quarter’s revenue was optimistic at $1.71 billion at the midpoint, 2.8% above analysts’ estimates. Its non-GAAP profit of $1.87 per share was 24.5% above analysts’ consensus estimates.

Airbnb's (ABNB) second-quarter results topped Wall Street's estimates amid strong demand fueled by t

On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded. Shares jumped more than 15% after the company forecast stronger-than-expected cloud growth and reaffirmed heavy cash generation into its new fiscal year. The move added nearly $450 billion in market value in a single session, pushing the market […]

Cloudflare stock was climbing Thursday night after the company reported better-than-expected second-quarter financials and third-quarter guidance as artificial intelligence boosts cybersecurity demand. Cloudflare reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million. Analysts surveyed by FactSet were expecting earnings of 27 cents per share on revenue of $665 million.

Uber Freight remained unprofitable though revenue rose. The post Uber Freight still unprofitable after big revenue jump appeared first on FreightWaves.

Investing.com -- Roku Inc (NASDAQ:ROKU) reported second quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.08 compared to the consensus estimate of $0.60, and revenue of $1.35 billion versus the $1.3 billion estimate.

The memory chipmaker still has a bright future.

Airbnb stock leaped late Thursday after the online vacation rental platform posted second-quarter results ahead of estimates and offered a strong forecast for the September quarter. Airbnb earned $1.37 per share for the June-ended quarter, up 33% from a year earlier. The gross value of bookings on Airbnb's platform increased 16% to $27.2 billion.

Higher lithium prices transformed Albemarle's Energy Storage profitability while sales volumes also continued expanding.

Investing.com -- Airbnb shares surged 11% in after-hours trading on Thursday after the vacation rental company topped Wall Street estimates for the second quarter and raised its full-year outlook, helped by strong travel demand, accelerating bookings and higher average daily rates.

Biopharmaceutical drug delivery company Halozyme Therapeutics (NASDAQ:HALO) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 47.7% year on year to $481 million. The company’s full-year revenue guidance of $1.87 billion at the midpoint came in 5.9% above analysts’ estimates. Its non-GAAP profit of $2.28 per share was 25.5% above analysts’ consensus estimates.

FEATURE Atlassian shares jumped 27% in after hours trading after the software maker reported better than expected fourth quarter results and optimistic guidance. The company reported earnings of $1.87 a share and revenue of $1.