News

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.

Dell Technologies (DELL) just delivered a powerful fiscal Q2 update that beat expectations, lifted both quarterly and full year guidance, and highlighted a record AI server order backlog that is reshaping how investors view the stock. The strong fiscal Q2 update fits into an already powerful run for Dell Technologies. The stock has posted a 30.93% 90 day share price return and a very large 5 year total shareholder return above 10x. This signals momentum that recent AI server headlines and...

Here’s what could be next for Dell stock.

How Zscaler’s latest earnings and guidance set the tone for ZS stock Zscaler (ZS) just released fourth quarter and full year results for fiscal 2026 alongside new guidance for fiscal 2027, giving investors fresh data on revenue trends and ongoing losses. The company reported fourth quarter sales of US$898.19 million compared with US$719.23 million a year earlier. Net loss for the quarter was US$3.37 million, with both basic and diluted loss per share from continuing operations at US$0.02. For...

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.

On September 3, lululemon athletica inc. (NASDAQ:LULU) announced that it is lowering its full-year revenue and earnings forecasts for the second time this year, underscoring the challenges awaiting incoming CEO Heidi O’Neill as she prepares to take over next week. The company now expects fiscal 2026 revenue of $10.35 billion-$10.50 billion, down from its previous […]

Pfizer stock has quietly put up a 25.6% gain over the past year, yet broad valuation checks still do not flag it as either clearly cheap or clearly expensive. With mixed signals on value and fresh product news in the background, investors are weighing how much of the recent optimism is already reflected in the share price. The 25.6% 1 year return suggests sentiment toward Pfizer has improved meaningfully, which raises the bar for further upside driven purely by valuation. Approval of Pfizer...

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Rockwell Automation (NYSE:ROK) and its peers.

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

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at ProPetro (NYSE:PUMP) and the best and worst performers in the oilfield services industry.

Ciena (CIEN) is back in focus after issuing fresh guidance that pegs fourth quarter 2026 revenue at about US$1.75b, with a margin of plus or minus US$50m, alongside higher full year revenue expectations. Ciena’s latest guidance comes after a sharp pullback, with the share price falling 10.36% in the last day and 34.97% over 90 days, even though the year to date share price return is 29.02% and the 1 year total shareholder return is 171.52%. Recent record fiscal Q3 2026 results, raised full...

The high-flying space stock has cooled off in recent months, despite a high-flying start to the year.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how heavy machinery stocks fared in Q2, starting with Caterpillar (NYSE:CAT).

The athleisure company has languished in the face of new competition and public scrutiny.

Snowflake stock surged 16% in Thursday's trading session after the cloud-data leader crushed its Q2 expectations yesterday evening and raised its full-year outlook.

Ambarella (NASDAQ:AMBA) reported fiscal second-quarter revenue of $108.1 million, up 7.7% sequentially and 13.2% from a year earlier, as record AI revenue and continued demand from automotive and IoT customers supported results. The company posted non-GAAP diluted earnings per share of $0.18, or non