News

FTNT gears up for Q2 earnings as AI security, Secure Networking and SASE demand take center stage amid revenue and margin expectations.

ADP heads into the Q4 earnings release with revenues expected to rise 5.9% and EPS likely to grow 14.6%, fueled by segment gains and client funds growth.

Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Strategy”. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]

APH heads into Q2 earnings with strong AI infrastructure demand, rising sales and earnings expectations, and a premium valuation supported by growth prospects.

Anticipation around Amphenol (APH) is building, as analysts widely expect the upcoming quarterly report to show strong year over year growth in both earnings and revenue, supported by upbeat revisions and increasing institutional interest. See our latest analysis for Amphenol. Those earnings expectations come after a strong run in Amphenol, with the share price showing a 12.68% year to date share price return and a very large 5 year total shareholder return of 357.76%. This suggests momentum...

SWKS to report fiscal Q3 earnings on July 28, with mobile seasonality in focus as WiFi, automotive and AI data-center demand support Broad Markets growth.

VRT heads into Q2 earnings with expectations for strong revenue and EPS growth as AI-driven demand, partnerships and expansion fuel momentum.

RNG tops Q2 earnings and revenue estimates as subscription growth, expanding AI adoption and higher margins drove stronger results and a higher 2026 outlook.

VZ beat Q2 earnings estimates on record margins, stronger subscriber growth and higher cash flow, prompting Verizon to raise its 2026 earnings outlook again.

NXP Semiconductors heads into second-quarter earnings with automotive, Industrial & IoT growth against supply chain pressures and macroeconomic headwinds.

MXL's Q2 earnings beat estimates as revenues jump 55%, fueled by optical AI data center adoption and a 145% surge in infrastructure sales.

FICO is set to report Q3 earnings on July 29, with Scores strength in focus as higher mortgage pricing, Score 10T adoption and Platform growth support revenues.

United Microelectronics' Q2 results are set to arrive on July 29 as demand for specialty chips, 22nm growth and wafer shipments face macro and supply risks.

Besides Wall Street's top-and-bottom-line estimates for Amphenol (APH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.

INTC tops earnings and revenue estimates in second-quarter 2026 as Xeon server CPUs, AI PCs and Intel 18A output fuel 25% revenue growth.

Amphenol Corporation (APH) shares up 6,875% since first institutional outlier signal in 2005.

CSGP is set to report Q2 earnings on July 28, with residential growth in focus as Homes.com, Apartments.com and commercial expansion support revenues.

NOK's Q2 earnings beat profit estimates as AI & Cloud demand lift Network Infrastructure growth, even as revenues miss expectations.

Alphabet's Q2 revenues rise 24% as Cloud surges 82% and Search grows 17%, while AI demand drives higher capital spending.

ServiceNow's Q2 earnings beat estimates as subscription revenues rise 24.5%, AI ACV tops $1 billion and 2026 subscription guidance increases.

T-Mobile tops Q2 earnings and revenue estimates as service revenue growth, higher postpaid ARPA and solid customer additions fueled stronger cash flow and outlook.

Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here. The market landscape in the past quarter has been significantly influenced by the rapid advancements in artificial intelligence (AI), overshadowing other concerns like geopolitical conflicts. Currently, the AI boom is so substantial […]

STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.

F5 heads into Q3 earnings with hybrid multicloud, AI infrastructure demand and software growth in focus as investors watch if revenues meet guidance.

After a very strong 5 year run, Amphenol’s share price now sits in a zone where the Discounted Cash Flow (DCF) intrinsic value estimate and the earnings multiple checks both suggest the stock is roughly fairly valued rather than clearly cheap or clearly expensive. Amphenol has returned 369.1% over 5 years, which puts extra focus on whether today’s price still leaves enough room for investors to be comfortable with the current valuation. Recent coverage has highlighted growth linked to AI...

Corning's AI-driven optical business and solar growth support its outlook as Corning heads into Q2 earnings. Is the momentum enough to continue?

VICR's Q2 earnings and revenues beat estimates as Advanced Products and royalty income surged.

TEL tops Q3 earnings and revenue estimates as record orders, Industrial strength, and upbeat Q4 guidance highlight accelerating demand.

VRT is expanding AI-ready data center cooling capacity and raising 2026 guidance as manufacturing investments and acquisitions fuel growth.

ADP shares surge 23% in three months as margin expansion, strong earnings growth, steady dividends and solid liquidity boost investor confidence.