Notícias

Kraft Heinz Co (NASDAQ:KHC, XETRA:KHNZ) is scheduled to report second quarter earnings before the market opens on August 5, with investors expected to focus less on the quarterly results and more on whether improving market share trends are translating into more durable demand. UBS forecasts...

Berkshire Hathaway Inc (NYSE:BRK.A) shares are trading at an 8% discount to intrinsic value, UBS said, raising its price target on the conglomerate ahead of its second-quarter earnings release. UBS lifted its target to $877,848 for Class A shares from $854,596, and to $585 for Class B shares....

Vertiv stock sinks as Q2 revenue comes in shy of expectations. Here’s how you should play VRT shares on the post-earnings selloff.

Moby summary of Biogen Inc.'s Q2 2026 earnings call

Moby summary of Aon plc's Q2 2026 earnings call

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

Ciena stock has delivered a very large 3 year gain of roughly 7x, yet the current valuation picture is split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade at a sizeable discount while earnings based multiples point to an expensive profile and a low overall value score. Over the past 3 years, Ciena has returned roughly 7x, which puts extra focus on whether recent price strength is supported by fundamentals. Future cash flow growth and the timing of...

Visa's (V) implied fiscal Q4 exit rate bodes well for initial fiscal 2027 forecast, despite lapping

Apple stock has had a strong five year run, yet Simply Wall St's valuation checks flag it as leaning expensive, with the Discounted Cash Flow (DCF) estimate indicating the shares trade at a premium to intrinsic value while market based multiples look closer to fair. Apple has returned 136.8% over the past five years, which sets a high bar for any further gains to be justified by future cash flows. Expectations around Apple Intelligence and wider AI deployment can support confidence in long...

Boston Scientific Corp (BSX) reports a robust Q2 with 7% organic sales growth and a 15% increase in adjusted EPS, despite challenges in some segments.

Amazon, Apple set to follow tomorrow with their own quarterly numbers; Nvidia’s due next month

Despite geopolitical and market challenges, KPIT Technologies Ltd (BOM:542651) focuses on strategic partnerships and innovation to drive future growth.

Lemonade Inc (LMND) reports a 79% revenue increase and significant strides in AI-driven efficiency, despite ongoing net losses.

SoFi Technologies Inc (SOFI) reports a 40% revenue increase and record loan originations, while navigating competitive challenges and reinvesting in growth.

The market focused on IBM's earnings miss, but several overlooked numbers painted a much more encouraging picture.

Visa exceeded profit and revenue forecasts while restructuring technology and product teams around efficiency and AI.

Amazon stock is on a losing streak coming into its Q2 earnings report but could highlight AI enterprise momentum.

CLS has surged on AI infrastructure momentum, but can continued earnings growth and execution justify its richer valuation after another strong quarter?

SoFi Beats on Revenue and Profit, but Investors Hit the Sell Button

Strong cloud demand may not silence spending concerns

Consistent execution is earning Coca-Cola a richer multiple

Chip Stocks Tumble as SK hynix Miss Overshadows AI Demand Strength

ARES' Q2 results, set to be reported on July 31, are expected to benefit from higher AUM, management fees and revenues, supported by favorable inflows.

Investors will assess whether Meta's advertising growth and AI-driven engagement can justify its expanding infrastructure investment.

CBOE is set to report Q2 earnings. Revenues are expected to grow, supported by stronger options trading, data fees and share repurchases.

AI Stock Rally Faces Reality Check as Earnings Beats Fall Flat

Aercap (NYSE:AER) reported second-quarter adjusted earnings of $5.14 per share and raised its full-year 2026 adjusted earnings guidance to approximately $16.80 per share, excluding any additional gains on asset sales in the second half. Chief Executive Officer Aengus Kelly said the aircraft lessor’

Teradyne (NASDAQ:TER) reported record second-quarter revenue of more than $1.3 billion as AI-related demand lifted results across its Semiconductor Test, Product Test and Robotics businesses. Non-GAAP earnings per share reached $2.47, up more than 300% from a year earlier, according to Chief Executi

The payment services giant Visa Inc. (NYSE: V) reported the earnings for the fiscal third quarter 2026 on July 28. The company generated $11.6 billion in net revenue and $3.32 in non-GAAP earnings per share (EPS) during the quarter, beating estimates of $11.3 billion revenue and ...

General Dynamics (GD) reported fiscal second-quarter results ahead of Wall Street estimates and incr