Actualités

AMAT posts record Q3 results as AI-driven demand lifts revenues, advanced packaging and memory growth, while Q4 guidance points to further gains.

Walmart, Target and other retail earnings take center stage this coming week. Alibaba and Viking Holdings also are on tap.

Analog Devices' industrial and data center growth, strong margins and AI exposure may justify its premium valuation despite near-term volatility.

MPWR's AI and server demand is lifting earnings and estimates, but a 44.1X forward multiple and limited margin expansion raise the bar for investors.

MPWR lifts its 2026 Enterprise Data growth floor to 130% as AI and server demand surge, while new data-center products widen its growth opportunity.

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

Analog Devices (ADI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analog Devices has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.9%. The stock now trades at $390.17, marking a 20% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Silicon Labs (SLAB) delivered earnings and revenue surprises of +5.97% and -1.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

GEN beats Q1 earnings and revenue estimates, posts double-digit bookings growth, and raises fiscal 2027 guidance as demand stays strong.

SABR's Q2 revenues rise 4% on Marketplace growth, while its loss widens, and stronger EBITDA and cash flow support a higher 2026 outlook.

TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

AVT's fourth-quarter fiscal 2026 earnings surge as broad-based demand, record segment sales and margin gains fuel a strong beat.

Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.

IPG Photonics beats Q2 earnings estimates as Industrial Solutions growth, led by battery manufacturing, lifts revenues and margins.

ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.

Advanced Energy's Q2 earnings beat as record semiconductor sales, AI-driven data center demand and factory execution lift revenues and margins.

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

PCTY tops fiscal Q4 earnings and revenue estimates as recurring revenues grow 12.4% year over year. See what fuels results and its fiscal 2027 outlook.

MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.

Analog Devices (ADI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Recently, Analog Devices drew increased investor interest as analysts raised their earnings estimates and Zacks assigned the company a Rank #2, often interpreted as a signal of potentially stronger near-term performance. This revision trend highlights how shifting profit expectations can reshape perceptions of Analog Devices’ earnings power across key end markets like industrial and automotive. Now we’ll examine how these upward earnings revisions may influence Analog Devices’ existing...

MSFT beats Q4 estimates as cloud and AI demand lift revenues, earnings and Azure growth, while expanding AI infrastructure and raising investment plans.

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

Tenable beats Q2 earnings and revenue estimates as record Tenable One adoption, AI momentum and customer expansion fuel growth and lift its outlook.

FTNT tops Q2 earnings and revenue estimates as strong AI infrastructure, SASE and OT security demand lift results and prompt higher 2026 guidance.

NXPI posts Q2 earnings and revenue beats as automotive, industrial and AI data center demand lift growth, with strong Q3 guidance adding momentum.

Commvault tops Q1'27 earnings and revenue estimates as SaaS demand, subscription growth and stronger profitability drive results.