News

Lam Research (LRCX) has drawn fresh attention after reporting quarterly and full year results on July 29, 2026, along with new guidance for the September quarter and commentary tied to AI driven semiconductor demand. See our latest analysis for Lam Research. At a share price of US$307.42, Lam Research has seen a sharp 7 day share price return of 21.82% after recent earnings and guidance, even though the 30 day share price return is down 12.22%. The 1 year total shareholder return of 222.20%...

Grab Holdings (NasdaqGS:GRAB) raised its full year 2026 revenue and earnings guidance after a strong second quarter, giving investors fresh numbers to assess the stock’s risk reward profile. See our latest analysis for Grab Holdings. The raised guidance and buyback news arrive after a mixed period for Grab Holdings, with the share price down 26.38% year to date but a 7 day share price return of 11.64% and a 1 year total shareholder return decline of 21.59%. Recent gains suggest short term...

As investors look to balance growth opportunities with defensive positioning, Acadia Pharmaceuticals, CVS Health, and Eli Lilly stand out as healthcare names combining resilient business models with strong earnings momentum.

Beyond Meat (NASDAQ:BYND) reported second-quarter 2026 revenue above its guidance range as international retail growth partially offset continued weakness in U.S. channels and international food service. Management said the company is pursuing a turnaround centered on expanding in Europe and Canada,

Blue Bird (NASDAQ:BLBD) reported fiscal 2026 third-quarter revenue of $517 million and adjusted EBITDA of $71 million, as the school-bus manufacturer said it exceeded its guidance across metrics and raised its full-year adjusted EBITDA outlook. The company also announced an expanded collaboration w

Axon Enterprise (NASDAQ:AXON) reported second-quarter revenue of $904 million, up 35% from a year earlier, as growth across software, connected devices and counter-drone offerings extended the company’s streak of quarterly revenue growth above 30% to 10 consecutive quarters. During the company’s ea

Devon Energy Corp (DVN) beats guidance on production and costs, advances Coterra integration, and outlines a disciplined approach to asset sales and capital allocation.

Despite phosphate production cuts and elevated input costs, The Mosaic Co (MOS) leverages strong liquidity and cost discipline to weather market headwinds.

NiSource Inc (NI) navigates regulatory changes while securing $1.4 billion in customer bill relief from major data center agreements.

North America, Asia-Pacific, and South America drive 4% organic sales growth, offsetting Middle East and Eastern Europe declines.

Moby summary of Shopify Inc.'s Q2 2026 earnings call

West Texas landowner Texas Pacific Land (NYSE:TPL) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 31.2% year on year to $246.1 million. Its GAAP profit of $2.23 per share was 2.1% above analysts’ consensus estimates.

Investing.com -- Motorola Solutions Inc (NYSE:MSI) reported second-quarter results that exceeded analyst expectations, with the company raising its full-year outlook following record revenue and backlog. Shares rose 5.5% in after-hours trading Wednesday following the announcement.

Moby summary of Primo Brands Corporation's Q2 2026 earnings call

Moby summary of Palmer Square Capital BDC Inc.'s Q2 2026 earnings call

Moby summary of Perrigo Company plc's Q2 2026 earnings call

Investing.com -- Duolingo Inc (NASDAQ:DUOL) reported second quarter results that exceeded analyst expectations, but shares tumbled 11.6% in after-hours trading Wednesday following revenue guidance that fell short of Wall Street estimates.

Moby summary of Insulet Corporation's Q2 2026 earnings call

Motorola Solutions raised its full-year revenue outlook above Wall Street estimates, ‌betting on strong demand for public safety ‌communications equipment and software. The company, which makes radio communication equipment, ​911 emergency call handling software, and body cameras widely used by law enforcement agencies, has benefited from strong demand from U.S. public safety agencies, ‌with the D-Fend ⁠acquisition extending its capabilities into counter-drone technology. Here are some details: • Motorola forecast ⁠annual revenue of about $12.98 billion versus its guidance of $12.8 billion earlier.

Although the revenue and EPS for News Corp. (NWSA) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

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

In early August 2026, Grab Holdings reported second-quarter sales of US$997 million and net income of US$252 million, raised its full-year 2026 revenue guidance to US$4.10–4.15 billion, and completed a US$250 million buyback of 66,952,760 shares while authorizing an additional US$750 million repurchase program. Beyond the headline beats, management highlighted record 54 million monthly transacting users, continued adjusted EBITDA growth, and progress toward making its Financial Services...

SM Energy (SM) delivered earnings and revenue surprises of +13.47% and +24.54%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Novanta (NOVT) delivered earnings and revenue surprises of +7.23% and +1.64%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Fastly (FSLY) delivered earnings and revenue surprises of +114.29% and +5.34%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Figma, Inc. (FIG) delivered earnings and revenue surprises of +100.00% and +5.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Energy Fuels (UUUU) delivered earnings and revenue surprises of -160.00% and -16.86%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

SATELLOGIC INC (SATL) delivered earnings and revenue surprises of -333.33% and +70.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Dutch Bros (BROS) delivered earnings and revenue surprises of +13.79% and +5.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Albemarle (ALB) delivered earnings and revenue surprises of +11.94% and +9.94%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?