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Bank of America revamps Nebius stock price target ahead of earnings
TheStreet140d agoneutral
Bank of America revamps Nebius stock price target ahead of earnings

Nebius has had one of the more remarkable runs of any stock in the AI infrastructure space. Up more than 110% year to date and roughly 600% over the past year, the company is heading into its Q1 2026 earnings report on May 13 with enormous expectations built in. Bank of America just made those ...

Veteran analyst doubles down on Rocket Lab stock after earnings
TheStreet140d agoneutral
Veteran analyst doubles down on Rocket Lab stock after earnings

There's a certain kind of analyst who doesn't talk much when he's wrong and doesn't celebrate long when he's right. Stephen "Sarge" Guilfoyle is that kind of analyst. Sarge is a former NYSE floor trader with more than 30 years of experience and the founder and president of Sarge986 LLC. On Friday, ...

Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?
24/7 Wall St.140d agoneutral
Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

NVIDIA (NASDAQ:NVDA) stock just earned a fresh endorsement from Wells Fargo, which raised its price target to $315 from $265 and reiterated its Overweight rating on NVIDIA. The price target raise lands just eight days before NVIDIA’s quarterly report on May 20, with the firm arguing the stock still trades at less than 20 times ... Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

Novanta Q1 Earnings Call Highlights
MarketBeat140d agoneutral
Novanta Q1 Earnings Call Highlights

Novanta (NASDAQ:NOVT) reported stronger-than-expected first-quarter 2026 results, with management citing broad-based bookings growth, accelerating demand in automation and medical markets, and rising exposure to artificial intelligence-related infrastructure applications. Chair and Chief Executive

MarketBeat140d agoneutral
Kopin Q1 Earnings Call Highlights

Kopin (NASDAQ:KOPN) reiterated its full-year 2026 revenue outlook and highlighted a series of defense and AI infrastructure initiatives on its first-quarter earnings call, with Chief Executive Michael Murray describing the period as “one of the most exciting stretches” in the company’s history. The

JD.com Q1 Earnings Call Highlights
MarketBeat140d agoneutral
JD.com Q1 Earnings Call Highlights

JD.com (NASDAQ:JD) reported a faster pace of revenue growth and higher profitability in the first quarter of 2026, as gains in general merchandise, marketplace services and logistics helped offset continued pressure in electronics and home appliances. Chief Executive Officer Sandy Xu said total rev

Under Armour Tanks 18% After Earnings. Sales Continue to Slide.
Barrons.com140d agoneutral
Under Armour Tanks 18% After Earnings. Sales Continue to Slide.

Shares of Under Armour plummeted Tuesday after the sportswear retailer finished off a third consecutive fiscal year of falling sales and issued weak guidance for 2027. The company reported an adjusted loss of 3 cents a share for the fiscal fourth quarter, a tick below analysts’ consensus call for a loss of 2 cents. Analysts had expected slight revenue growth and adjusted earnings of 23 cents a share.

Venture Global (VG) Q1 2026 Earnings Transcript
Motley Fool140d agoneutral
Venture Global (VG) Q1 2026 Earnings Transcript

As you can see, we expect production from our operational and commissioning facilities to be relatively stable over the course of 2026 with normal seasonality and potential variability from Plaquemines commissioning process. In addition, April 15 marked the 1-year anniversary of COD at Calcasieu Pass, and I am pleased to say that we have now exported >150 contracted cargoes to our customers without missing a single scheduled cargo. CP2 is our largest project to date, and we are increasingly confident it will be the fastest to progress from FID to first LNG not only for Venture Global, but in the history of the LNG industry.

Figure Technology Solutions Q1 Earnings Call Highlights
MarketBeat140d agoneutral
Figure Technology Solutions Q1 Earnings Call Highlights

Figure Technology Solutions (NASDAQ:FIGR) reported sharply higher first-quarter 2026 revenue and profitability as executives emphasized that the company is positioning itself as a blockchain-native capital markets platform rather than a traditional home equity lender. Chief Executive Officer Michae

Bank of America reboots Affirm stock price target after earnings
TheStreet140d agoneutral
Bank of America reboots Affirm stock price target after earnings

Affirm has been one of the more closely watched names in financial technology as investors weigh whether the buy now, pay later company can turn rapid growth into a more durable profit story. Bank of America came away from the company’s latest quarter with more confidence, raising its price target ...

Regal Rexnord (RRX) Q1 2026 Earnings Transcript
Motley Fool140d agoneutral
Regal Rexnord (RRX) Q1 2026 Earnings Transcript

Before we get into first quarter performance, I would like to invite our Chairman, Rakesh Sachdev to spend a few minutes discussing our CEO succession. Rakesh Sachdev: Thank you, Louis, and good morning, everyone. As you likely saw, we announced on April 22 that Aamir Paul will succeed Louis as Regal Rexnord's sixth CEO.

Cloudflare Q1 Earnings Call Highlights
MarketBeat140d agoneutral
Cloudflare Q1 Earnings Call Highlights

Cloudflare (NYSE:NET) reported a strong first quarter of 2026, with revenue rising 34% year over year to $639.8 million, as executives said demand tied to AI, agentic workloads and its Workers developer platform continued to accelerate. Co-founder and CEO Matthew Prince said the company began the y

Bytes Technology Group H2 Earnings Call Highlights
MarketBeat140d agoneutral
Bytes Technology Group H2 Earnings Call Highlights

Bytes Technology Group (LON:BYIT) reported higher full-year gross invoice income and modest gross profit growth, while operating profit declined as Microsoft incentive changes and internal sales realignment weighed on performance. Chief Executive Sam Mudd said the software solutions provider made “