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WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management’s Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500’s 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies’ efficiency in converting sales into profits. […]

Planet Labs lifted fiscal 2027 guidance after a Q2 beat, as its $4B-plus satellite-services pipeline matures and Owl investment accelerates.

UiPath says AI-led orchestration is driving larger strategic deals as retention rises, platform use broadens and fiscal 2027 guidance stays prudent.

lululemon cuts its fiscal 2026 outlook as traffic weakens, product acceptance stays uneven and costs tighten while brand investment continues.

Planet Labs (NYSE:PL) stock is rallying 10% to $20.10 in early Friday trading after the Earth-observation company posted a record Q2 FY2027 revenue beat that overshadowed a softer third-quarter revenue outlook. The reversal stands out because the stock closed at $18.35 on Thursday, falling 8% into the report. Planet Labs stock was up 185% over […]

Lululemon just cut guidance for the second time this year and the stock cratered below $100, but at least one famous contrarian investor sees a generational buying opportunity in the wreckage while analysts warn the pain is far from over.

Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.

Moby summary of Mama's Creations, Inc.'s Q2 2027 earnings call

Moby summary of Planet Labs PBC's Q2 2027 earnings call

Moby summary of Ambarella, Inc.'s Q2 2027 earnings call

Planet Labs reported fiscal second-quarter sales of $116.1 million Thursday afternoon. Wall Street was looking for $104.5 million.

The athletic apparel retailer now expects full-year revenue to fall as much as 7%, down sharply from prior guidance

Ambarella Inc (AMBA) posts 13.2% year-over-year revenue growth to $108.1 million, driven by record automotive sales and new AI accelerator X7, while navigating memory cost headwinds.

(Updates with the latest stock price movement in the headline and the first paragraph.) Lululemon

Lululemon Athletica Inc. (NASDAQ:LULU) shares fell more than 17% in pre-market trading on Friday after the athletic apparel retailer lowered its fiscal 2026 guidance again, despite reporting second-quarter adjusted earnings above analyst expectations.

Zscaler (NASDAQ:ZS) shares fell 4. 2% in pre-market trading after the cloud cybersecurity company reported fiscal fourth-quarter 2026 results above analyst expectations but issued guidance indicating slower growth in fiscal 2027.

UiPath Inc (PATH) reports strong Q2 with ARR up 12% to $1.938 billion, as AI becomes central to large deals and the company achieves its fourth consecutive quarter of GAAP profitability.

Here’s what could be next for Dell stock.

Zscaler Inc (ZS) reports 25% revenue growth and record 24.3% operating margin in Q4 fiscal 2026, with net new ARR accelerating to 17% year-over-year.

Lululemon Athletica Inc (LULU) faces headwinds in North America and China, prompting aggressive cost management and strategic adjustments to stabilize performance.

Docusign Inc (DOCU) reports 9% revenue growth and accelerating IAM adoption, lifting full-year ARR outlook.

Planet Labs PBC (PL) reports a 58% year-over-year revenue surge to $116 million, driven by defense and international demand, while raising full-year guidance.

Adobe is naming Anil Chakravarthy as CEO as Shantanu Narayen steps aside.

Lululemon stock fell 18% to an 8-year low after its third guidance cut in 2026, extending a year of turmoil.

UiPath (NYSE:PATH) reported second-quarter fiscal 2027 results that exceeded its guidance, with annualized recurring revenue, revenue and profitability all rising as the company emphasized demand for its automation, orchestration and artificial intelligence capabilities. Founder and Chief Executive

Planet Labs PBC (NYSE:PL) reported record second-quarter revenue of $116 million, up approximately 58% from a year earlier, as satellite services execution and demand from defense and intelligence customers drove growth. The company also raised the low end of its full-year fiscal 2027 outlook for re

Zscaler (NASDAQ:ZS) reported fourth-quarter fiscal 2026 revenue of $898 million, up 25% from a year earlier and 6% sequentially, as the cybersecurity company cited continued demand for its zero-trust platform, data security offerings and AI-related products. Non-GAAP operating income rose 37% year

Mama's Creations (NASDAQ:MAMA) reported fiscal second-quarter revenue growth of 55% and said expanded retail distribution, contributions from the Bay Shore acquisition and new product launches helped drive operating leverage and higher profitability. For the quarter, revenue increased to $54.6 mill

lululemon athletica (NASDAQ:LULU) reported second-quarter revenue and earnings that fell below its expectations, citing weaker traffic, inconsistent product launches and pressure on brand sentiment in North America and China Mainland. The company lowered its full-year outlook and said it is increasi

Docusign (NASDAQ:DOCU) reported second-quarter fiscal 2027 revenue of $876 million, up 9% from a year earlier, as adoption of its Intelligent Agreement Management, or IAM, platform increased and the company expanded its artificial intelligence capabilities and integrations. Chief Executive Officer