Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Snowflake (SNOW) delivered earnings and revenue surprises of +37.78% and +4.91%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
NetApp (NTAP) delivered earnings and revenue surprises of +21.13% and +9.86%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Hewlett Packard Enterprise (HPE) delivered earnings and revenue surprises of +16.84% and +0.99%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
C3.ai (AI) delivered earnings and revenue surprises of +23.08% and +1.79%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
For 2026 Q3, the expectation is that total S&P 500 earnings will increase +23.0% from the same period last year on +11.1% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and 6 sectors producing double-digit growth.
NOW has had a steep share price decline over the past five years, yet its valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting some upside while market based multiples point the other way. NOW has fallen about 78.0% over the past five years, which puts the current share price in the context of a long and deep drawdown for existing holders. The key support for valuation can come from the company’s ability to convert expected revenue into steady...
HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.
Moby summary of Sprinklr, Inc.'s Q2 2027 earnings call
HPE reported fiscal third-quarter adjusted earnings of $1.11 per share, which was a major jump from the earnings of 44 cents per share in the prior year period and ahead of analyst estimates of 93 cents per share, according to FactSet. “We are turning what I call exceptional demand into durable, profitable growth for a company and shareholders,” CEO Antonio Neri told Barron’s on Wednesday. HPE also raised its revenue outlook for the year.
FuelCell Energy Inc (FCEL) reports a 29% revenue drop but secures landmark data center agreements and a $737.3 million cash reserve, positioning for a 100-megawatt production target by October 2026.
Moby summary of StealthGas Inc.'s Q2 2026 earnings call
Moby summary of FuelCell Energy, Inc.'s Q3 2026 earnings call
Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.
The company narrowly beat analyst estimates in first quarter since CEO Thomas Siebel’s return following a health-related leave.
Investing.com -- Snowflake Inc (NYSE:SNOW) reported second quarter results that exceeded analyst expectations and raised its full-year outlook, sending shares up 20% in after-hours trading Wednesday as investors responded positively to accelerating growth driven by artificial intelligence products.
NetApp stock slid late Wednesday despite the enterprise data storage firm reporting fiscal Q1 results easily ahead of views.
Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 33.7% year on year to $12.21 billion. On top of that, next quarter’s revenue guidance ($14.35 billion at the midpoint) was surprisingly good and 10.2% above what analysts were expecting. Its non-GAAP profit of $1.11 per share was 18.4% above analysts’ consensus estimates.
Snowflake stock jumped amid Q2 earnings and revenue that handily estimates while guidance came in well above expectations.
Market Domination Overtime host Josh Lipton reports that Broadcom's (AVGO) price fell more than 6% after the company released its earnings report as CEO Hock Tan tried to reassure investors.
Snowflake Inc (NYSE:SNOW) shares jumped 23% in after-hours trading Wednesday after the cloud data company posted second-quarter results that beat Wall Street estimates and raised its full-year guidance. The company reported fiscal 2027 second-quarter revenue of $1.55 billion, up 35%...
The AI story is booming, but one famous investor walked away
Enterprise AI software company C3.ai (NYSE:AI) met Wall Street’s revenue expectations in Q2 CY2026, but sales fell by 25.5% year on year to $52.38 million. On the other hand, next quarter’s revenue guidance of $53 million was less impressive, coming in 8% below analysts’ estimates. Its non-GAAP loss of $0.20 per share was 23.2% above analysts’ consensus estimates.
Strong profits are masking a more complicated operating picture
Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) shares fell more than 6% after the company's fiscal fourth-quarter revenue guidance fell short of Wall Street expectations, overshadowing a third-quarter earnings beat driven by surging demand for its custom AI chips. The company guided to fourth-quarter...
In recent weeks, Cipher Digital Inc. has faced a sharp contrast between upbeat brokerage “buy” recommendations and a Zacks Rank of Sell, driven by very large cuts to current-year earnings estimates and rising concerns around Texas’ new data center review process. This divergence between headline ratings and weakening earnings expectations highlights how surface-level analyst enthusiasm can mask growing fundamental doubts about the business outlook. We’ll now examine how the sharp earnings...
Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.
MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.
Dell's Q2 fiscal 2027 results beat estimates as AI server demand surges, ISG revenues hit a record and management raises its full-year outlook.
John Ternus took over on Sept. 1, and he has big shoes to fill.
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