News

Duolingo beat Q2 estimates as revenues, daily users and paid subscribers grow, while lower AI costs support a higher profitability outlook.

Zeta Global's Q2 revenues jump 43.5% as AI adoption, customer growth, and platform usage fuel results and a stronger outlook for 2026.

DASH's Q2 revenues beat estimates as order growth and Deliveroo lift sales, but surging R&D costs weigh on earnings.

MKS' Q2 earnings and revenues beat estimates as broad end-market growth and stronger margins fuel an upbeat third-quarter outlook.

Aerospace, defense plays rally on earnings wave. Howmet, ATI score breakouts. Redwire, CACI International make bullish moves.

Capri Holdings beats Q1 estimates despite lower sales and revises its fiscal 2027 revenue outlook.

Moby summary of Fiserv, Inc.'s Q2 2026 earnings call

Moby summary of Warner Bros. Discovery, Inc.'s Q2 2026 earnings call

Shopify's Q2 earnings and revenues beat estimates as GMV surges, payments penetration widens and AI-driven commerce gains traction across channels.

CCJ shares jump 7% despite a Q2 earnings miss, as investors weighed Westinghouse IPO plans, resilient guidance and a stretched valuation.

Joby Aviation just surged while its eVTOL rivals barely twitched, and the reason goes beyond a single earnings beat. Here is what the guidance raise, the new Texas hub, and the Toyota production ramp reveal about which players in electric aviation are pulling ahead.

Sterling Infrastructure, Inc. recently reported second-quarter 2026 results showing revenue of US$1.17 billion and net income of US$155.83 million, alongside raised full-year guidance to US$4.00–US$4.15 billion in revenue and diluted EPS of US$17.25–US$17.85. Management highlighted that capacity, rather than demand, is the main growth constraint as the company pursues acquisitions and invests to support mission-critical e-infrastructure projects. We’ll now look at how Sterling’s raised 2026...

Fluor stock has delivered a very strong 177.6% return over the past 5 years, yet current valuation checks suggest it no longer looks obviously cheap or excessively expensive at around US$50.42 per share. For investors, the question now is whether that past compounding still leaves enough value on the table or whether most of the easy gains are already behind it. Over 5 years, Fluor has returned 177.6%, which puts long term holders in a strong position but raises the bar for future returns to...

Moby summary of Oscar Health, Inc.'s Q2 2026 earnings call

Eli Lilly recently reported that second-quarter 2026 sales rose to about US$23.0 billion with net income of roughly US$7.10 billion, and the company raised its full-year 2026 revenue guidance to US$85.0 billion–US$87.0 billion from US$82.0 billion–US$85.0 billion. Management attributed this step-up in outlook largely to surging demand for its GLP-1 diabetes and weight-loss portfolio, reinforcing how central these products have become to Lilly’s overall earnings power. With Lilly lifting 2026...

Transocean earnings spark fresh interest in the stock Transocean (RIG) just posted second quarter 2026 earnings that swung from a loss a year ago to net income of US$170 million. That kind of shift tends to refocus attention on the stock. See our latest analysis for Transocean. Even with the Q2 earnings swing and revenue and EPS coming in ahead of market expectations, Transocean’s share price has been under pressure in recent months. The 90 day share price return fell 16.69%, while the 1 year...

What the latest earnings and dividend mean for Clear Secure stock Clear Secure (YOU) just combined a stronger than expected second quarter, record free cash flow and higher full year guidance with a new quarterly dividend. That mix is drawing fresh attention from investors. See our latest analysis for Clear Secure. Clear Secure's share price has had a mixed few months, with the 7 day share price return declining 3.31% and the 90 day share price return declining 2.94%. However, the year to...

Moby summary of Chegg, Inc.'s Q2 2026 earnings call

Fiserv (NASDAQ:FISV) reported second-quarter results that were in line with its guidance, while lowering its full-year revenue and margin outlook as Argentina-related pressures, delayed client implementations, hardware sales trends and additional technology spending weigh on its second-half expectat

APA (NASDAQ:APA) reported second-quarter 2026 net income of $747 million, or $2.11 per diluted share, as operational performance and cost-cutting initiatives supported free cash flow generation across its portfolio. Adjusted net income was $669 million, or $1.89 per diluted share, excluding an afte

PACB cuts its 2026 revenue outlook after Q2 sales fall 2%, as consumables and EMEA growth fail to offset weaker instruments and Asia-Pacific.

Moby summary of Optimum Communications, Inc.'s Q2 2026 earnings call

The oil and natural gas company's higher earnings in the second quarter were primarily driven by higher prices. The average price it realized was $62.33 per barrel of oil equivalent, a 36% increase from the prior year.

MD posts a Q2 earnings beat as stronger cash collections and a favorable payor mix lift results despite lower volumes.

DOLE's Q2 results are expected to benefit from fresh produce demand and supply-chain investments, though higher sourcing and freight costs remain key risks.

Etsy's Q2 earnings top estimates as GMS, ads and operating leverage fuel growth, while stronger margins support a raised 2026 outlook.

FANG tops Q2 earnings and revenue estimates as higher realized oil prices, production growth and a boosted buyback plan underscore a strong quarter.

IMO tops Q2 earnings estimates as higher price realizations lift profit; revenues grow year over year despite missing estimates and a lower refinery outlook.

Parker-Hannifin delivers stronger-than-expected Q4 results as sales, earnings and orders climbed, while fiscal 2027 guidance points to continued organic growth.

Moby summary of Fox Corporation's Q4 2026 earnings call