Actualités

Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance.

Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.

GILD beats Q2 revenue estimates as HIV sales fuel growth, while acquisition charges cause a loss. Higher HIV guidance and pipeline progress support momentum.

EMR's Q3 earnings beat estimates as Software & Systems surged, margins expanded and strong cash flow supported a higher fiscal 2026 outlook.

Ciena (CIEN) is back in focus after e& UAE chose its next generation DWDM and software platforms to expand a high capacity network, which highlights the stock’s exposure to global digital infrastructure projects. See our latest analysis for Ciena. Ciena’s recent client wins in the Middle East and its quantum safe networking trial in the US come as the stock trades at US$411.13, with a 1 day share price return of 5.21% and a year to date share price return of 67.09%. The 1 year total...

PLTR's AI-driven growth, rising margins and strong cash flow support its rally, but a steep valuation raises the bar for further gains.

Palantir's surging growth, expanding margins and strong cash flow support the bull case, but its rich valuation favors a selective entry.

ENTG beats Q2 estimates as AI-linked chip investment lifts sales, margins and cash flow, while stronger bookings improve visibility into 2027.

Airbnb's high-growth travel platform and Comcast's cash-heavy media empire offer very different paths for long-term investors.

EOG's Q2 earnings beat estimates as higher oil prices and a 24.4% production gain fueled a 57.4% revenue surge and strong free cash flow.

Palantir's government and commercial businesses accelerated as quarterly revenue increased 93% and exceeded expectations.

Caterpillar's construction and power businesses benefited as data-center investment helped quarterly revenue jump 24%.

Novo Nordisk beats Q2 earnings and sales estimates as GLP-1 demand grows, but pricing pressure, outlook concerns and pipeline setbacks sent shares lower.

QLYS tops Q2'26 estimates as channel revenues jump 22%, margins widen, and management raises its 2026 revenue and earnings outlook.

SoundHound and RH look like potential buys, while I'd avoid Supermicro.

FIGS heads into Q2 earnings with product innovation, global expansion and demand momentum in focus, while tariffs and freight costs may have pressured margins.

RVLV's Q2 earnings top estimates as margin gains, customer growth and strong international demand help drive double-digit sales growth.

ImmunityBio beat Q2 earnings and revenue estimates as record Anktiva sales and continued adoption fuel growth, with more regulatory milestones ahead.

CVS Health Corp (NYSE:CVS) reported second-quarter revenue and profit that beat Wall Street estimates on Wednesday, and raised its full-year adjusted earnings guidance, though cautious guidance pressured shares. Revenue rose 7.3% year-over-year to $106.1 billion, above analyst estimates of...

Cencora's fiscal Q3 EPS beats estimates as broad segment growth lifts profit, prompting a higher 2026 outlook despite a slight revenue miss.

First Solar's earnings beat and reaffirmed outlook fuel a sharp stock rally, putting ETFs with major FSLR holdings in focus for diversified exposure.

Rivian's Q2 loss narrows as software growth, regulatory credits and higher deliveries lift revenues, while R2 momentum drives a raised 2026 outlook.

The firm maintained its $30 target, implying 38% upside, as early Black Pearl delivery and 477 MW of available capacity offset uncertainty across Cipher’s Texas development pipeline.

Micron gained ground on SK Hynix as AI-driven memory demand supported a fivefold increase in DRAM revenue.

Disney stock is on the rise after the entertainment giant beat profit estimates and announced a new partnership with TikTok.

Shopify Inc (TSX:SH., NYSE:SHOP) shares jumped 18% Wednesday after the e-commerce platform reported second-quarter results that topped Wall Street expectations and provided a forecast for continued double-digit growth. The company reported revenue of $3.58 billion for the quarter ended June...

Both companies face a challenging road ahead.

Booking boasts a 20% net margin and $9 billion in free cash flow, while Carvana scales aggressively with 48% revenue growth but thinner margins.

Par Pacific's Q2 earnings soared 555.8% and revenues jumped 56.8%, beating estimates as refining margins surged despite lower throughput and softer retail results.

Stellantis had a much-improved second quarter, but Wall Street still isn't buying. Should you?