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30,627 signal articles · 46 in last 24h · 155,673 total before filter · latest 1h ago
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Should You Buy Marvell Stock Because Its Operating Margin Keeps Widening?
Trefis22d agobullish
Should You Buy Marvell Stock Because Its Operating Margin Keeps Widening?

Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months. The bear case is the gross margin, and management supplied the number. The counter sits one line further down, in an operating margin that has widened two years running.

Is AT&T (T) A Bargain On Its New AI Device Partnership?
Simply Wall St.22d agobullish
Is AT&T (T) A Bargain On Its New AI Device Partnership?

Hark’s new partnership with AT&T (T) to power AI native consumer devices with mobile connectivity, rather than phones or Wi Fi, gives investors fresh context for thinking about AT&T stock today. AT&T’s new AI device partnership arrives as the stock trades at US$25.95 and recent share price momentum has been positive, with a 30 day share price return of 10% and a 90 day share price return of 13.97%, even though the 1 year total shareholder return declined 6.43% and longer term total...

FedEx (FDX) Stock Still Looks Below Fair Value After 78% Rally
Simply Wall St.22d agobullish
FedEx (FDX) Stock Still Looks Below Fair Value After 78% Rally

FedEx stock has rallied strongly over the past year, yet several valuation checks still point to room between the current share price and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. With both the DCF intrinsic value and market multiple checks suggesting the stock leans toward undervalued territory, investors are weighing how much of the recent optimism is already reflected in the price. FedEx has delivered a 77.8% return over the past year, which puts the...

Yen surges on new intervention talk, US stocks rally
AFP22d agobullish
Yen surges on new intervention talk, US stocks rally

The yen rallied against the dollar Thursday on fresh talk of intervention by Japan to boost its currency, while Wall Street stocks jumped on hopes the US central bank will leave interest rates unchanged.The yen jumped more two percent against the dollar in European trading hours amid renewed speculation of another intervention to prop up the sagging currency, which increases import costs for Japan.

Planet Labs (NYSE:PL) Exceeds Q2 CY2026 Expectations, Stock Soars
StockStory22d agobullish
Planet Labs (NYSE:PL) Exceeds Q2 CY2026 Expectations, Stock Soars

Earth imaging satellite company Planet Labs (NYSE:PL) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 58.1% year on year to $116.1 million. On the other hand, next quarter’s revenue guidance of $103 million was less impressive, coming in 10.5% below analysts’ estimates. Its non-GAAP profit of $0.02 per share was significantly above analysts’ consensus estimates.

Investing.com22d agobullish
Zscaler beats Q4 estimates; shares rise

Investing.com -- Zscaler Inc (NASDAQ:ZS) reported fourth quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.19 compared to the consensus estimate of $1.09 and revenue of $898.2 million versus the estimate of $876.96 million. Revenue grew 25% YoY from the prior year period.

UiPath Stock Jumps as Revenue Beat Helps Assuage Growth Worries
Barrons.com22d agobullish
UiPath Stock Jumps as Revenue Beat Helps Assuage Growth Worries

Shares of automation software firm UiPath rose Thursday after it beat analyst expectations for its second quarter revenue while matching estimates for earnings per share. The stock has risen nearly 70% over the past year, but is up just 12% this year as concerns that artificial intelligence will hurt software firm’s revenue have weighed on the stock more recently. UiPath has said that AI will raise demand for its robotic process automation technology, which automates certain tasks.

DocuSign (NASDAQ:DOCU) Posts Better-Than-Expected Sales In Q2 CY2026, Stock Soars
StockStory22d agobullish
DocuSign (NASDAQ:DOCU) Posts Better-Than-Expected Sales In Q2 CY2026, Stock Soars

Electronic signature company DocuSign (NASDAQ:DOCU) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 9.4% year on year to $875.7 million. The company expects next quarter’s revenue to be around $888 million, close to analysts’ estimates. Its non-GAAP profit of $1.16 per share was 6.8% above analysts’ consensus estimates.

Zscaler (NASDAQ:ZS) Beats Q2 CY2026 Sales Expectations, Stock Soars
StockStory22d agobullish
Zscaler (NASDAQ:ZS) Beats Q2 CY2026 Sales Expectations, Stock Soars

Cloud security platform Zscaler (NASDAQ:ZS) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 24.9% year on year to $898.2 million. Guidance for next quarter’s revenue was better than expected at $937 million at the midpoint, 1% above analysts’ estimates. Its non-GAAP profit of $1.19 per share was 9.2% above analysts’ consensus estimates.

Stocks Jump on Fed Optimism, But Jobs Report Could Undo It All
Barrons.com22d agobullish
Stocks Jump on Fed Optimism, But Jobs Report Could Undo It All

Dovish signals from one Federal Reserve official sent stocks surging just ahead of the August jobs report. The Nasdaq Composite rose 1.4%. The catalyst behind the move higher was Fed governor Christopher Waller saying he's open to holding rates steady, shifting the odds of a September hike lower.