News

Guardant Health (NASDAQ:GH) reported second-quarter 2026 revenue of $335 million, up 44% from a year earlier, as growth accelerated across its oncology, biopharma and data, and screening businesses. The company also raised its full-year revenue outlook, citing demand for its Guardant360 and Shield o

Grid Dynamics (NASDAQ:GDYN) reported second-quarter revenue and profitability above its guidance range, as the technology services company pointed to expanding demand for artificial intelligence programs, deeper relationships with major technology and financial-services customers, and progress in ph

Strong tech earnings pushed the Nasdaq to a two-day gain of 3.8%. The S&P 500 finishes flat in July.

Companies that have reported in the Q2 cycle are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving a steady stream of upward revisions for Q3 and beyond.

Trade Desk stock has had a difficult run over the past year, yet the valuation checks still suggest the shares lean cheap rather than clearly overvalued. For investors, that raises the question of whether the recent weakness already reflects the main concerns in the price. Trade Desk is down about 79.0% over the past year, which puts recent returns sharply at odds with the more supportive read from the valuation checks. The company’s ability to convert revenue into consistent cash flow can...

PBF Energy (NYSE:PBF) reported second-quarter adjusted net income of $6.22 per share and adjusted EBITDA of $1.24 billion, as management pointed to strong refined-product markets, low inventories and global supply disruptions as key drivers of the quarter. Chief Executive Officer Matt Lucey said di

Pembina Pipeline (NYSE:PBA) reported second-quarter adjusted EBITDA of C$1.064 billion, up C$51 million, or 5%, from the same period a year earlier, as solid pipeline and facilities operations and stronger marketing results offset the impact of a revised Alliance Pipeline toll structure and revenue-

Ranpak (NYSE:PACK) reported second-quarter revenue growth driven by a sharp increase in automation equipment sales, while management said it remains on track to meet its full-year outlook and generate roughly $60 million in automation revenue in 2026. Chairman and CEO Omar Asali said automation rev

Blue Owl Capital (NYSE:OWL) reported second-quarter 2026 fee-related earnings of $0.25 per share and distributable earnings of $0.22 per share, with distributable earnings rising 9% from the prior-year quarter. The alternative asset manager declared a quarterly dividend of $0.23 per share, payable A

Olin (NYSE:OLN) said its second-quarter performance was shaped by supply-chain disruptions tied to the conflict involving Iran, improved epoxy pricing, a recovery in commercial ammunition demand and an unplanned outage at its Freeport, Texas, vinyl chloride monomer facility. President and CEO Ken L

Eaton Corp PLC (ETN) posts record Q2 revenue of $8.5 billion, raises full-year EPS guidance to $13.50 midpoint, driven by robust data center demand and strong segment performance.

Chevron Corp (CVX) delivers record US production, achieves cost reduction targets early, and secures landmark Microsoft power deal.

Strong fiscal 2027 start with 19.2% sales growth, 36.6% EPS jump, and robust demand across aerospace, defense, and industrial markets.

Dominion Energy Inc (D) reaffirms 2026 guidance with robust data center growth, while navigating CVOW cost increases and merger regulatory timelines.

Strong operational performance and strategic divestitures drive record margins, despite Middle East supply disruptions and planned maintenance headwinds.

While these businesses operate in very different industries, each company crushed Q2 EPS expectations by more than 50%, reinforcing the improving fundamentals behind their strong buy ratings.

Although the revenue and EPS for Teradyne (TER) 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.

nVent Electric (NYSE:NVT) reported record second-quarter sales and earnings, driven by continued demand from AI data centers, power utilities and improving short-cycle businesses. The company raised its full-year sales and adjusted earnings outlook and announced plans for a third Minnesota facility

Norwegian Cruise Line (NYSE:NCLH) reported second-quarter results that exceeded its guidance, while management outlined a turnaround plan centered on marketing, revenue management, cost controls and fleet optimization. Chief Executive Officer John Chidsey said top-line performance grew 5% during th

The benchmark 10-year Treasury yield topped 4.7% on the day, its highest level since January 2025.

While the top- and bottom-line numbers for Dominion Energy (D) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

ExxonMobil Holdings Corporation will release its second-quarter earnings report before the opening bell on Friday, July 31. Analysts expect the company to report quarterly earnings of $3.68 per share, up from $1.64 per share in the year-ago period. The consensus...

Reddit stock is caught between two very different valuation messages right now. The Discounted Cash Flow (DCF) intrinsic value estimate points to a large gap to the current share price, while market based multiples and a low value score suggest the stock is not obviously cheap after a year to date decline. Year to date, Reddit shares are down 26.4%, which means the recent pullback is an important part of any valuation view investors form today. Expectations around future data licensing and...

Recent earnings expectations and fresh store openings have put CVS Health (CVS) in focus for investors. The stock now sits near US$105 after a strong past year, raising questions about what is already reflected in the price. See our latest analysis for CVS Health. Over the past year, CVS Health has seen its share price move sharply higher, supported by a 90 day share price return of 28.18% and a 1 year total shareholder return of 74.81%. Recent store openings, product launches and...

Vicor Corporation’s recently reported second-quarter 2026 results showed revenue of US$143.35 million and net income of US$49.77 million, both higher than the same period a year earlier, with basic earnings per share rising to US$1.08 from US$0.92. These stronger earnings, together with higher Wall Street earnings estimates and technical signals pointing to renewed buyer interest, are drawing attention to Vicor’s near-term power in its core markets. With revenue and earnings improving year...

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

Moby summary of Oxford Square Capital Corp.'s Q2 2026 earnings call

Moby summary of LyondellBasell Industries N.V.'s Q2 2026 earnings call

Modine Manufacturing (NYSE:MOD) reported first-quarter fiscal 2027 sales growth of 28% and adjusted earnings per share growth of 44%, while reiterating its full-year revenue and adjusted EBITDA outlook. The company said supply-chain shortages in its Data Center segment constrained production and pre

Altria Group (NYSE:MO) reported higher adjusted earnings for the second quarter and first half of 2026, supported by pricing in its smokable-products business, growth in its nicotine pouch portfolio and continued shareholder returns. The company raised the lower end of its full-year adjusted earning