Notícias

With me today on the call are Caspar Coppetti, Founder and Co-CEO; Martin Hoffmann, outgoing CEO and CFO; and Frank Sluis, our new CFO as of May 1; David Allemann, Founder and Co-CEO, will also join us for the Q&A session. With that, I'm very happy to turn the call over to Caspar.

Forrest Li: Hello, everyone, and thank you for joining today's call. As we have shared before, 2026 is a year where we are leaning into growth investments to deepen our competitive moat while maintaining financial discipline. Starting with Shopee, Shopee delivered another record second quarter, achieving new highs in GMV, gross order volumes and revenue.

Few stocks polarize investors like Coinbase (NASDAQ:COIN). After a brutal Q1 2026 earnings miss and a year of whipsaw price action, the question is whether the recent rebound has legs. Our 24/7 Wall St. price target for Coinbase is $460.53, pointing to 128.66% upside from the current $201.16 quote. The recommendation is buy, with a ... Our Highest Conviction Call on Coinbase Points to 100% Upside Despite Q1 Earnings Miss

Nebius has had one of the more remarkable runs of any stock in the AI infrastructure space. Up more than 110% year to date and roughly 600% over the past year, the company is heading into its Q1 2026 earnings report on May 13 with enormous expectations built in. Bank of America just made those ...

Rigetti Computing (NASDAQ:RGTI) reported first quarter results that came in above analyst expectations, as the company continued to scale its superconducting quantum systems and advance its chiplet-based architecture. Revenue for the quarter ended March 31 totaled $4.4 million, up 198.9%...

Novanta (NOVT) just posted first quarter results that beat earnings and revenue expectations, with sales of US$257.71 million and forward guidance above analyst estimates, marking a shift after earlier quarters of missed forecasts. See our latest analysis for Novanta. The strong first quarter beat and improved guidance appear to be feeding into momentum, with the share price up 11.8% over the past month and a year to date share price return of 26%. This is despite the 3 year total shareholder...

MKS (MKSI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Rockwell Automation (ROK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

FIG heads into Q1 earnings results with strong AI product traction, rising enterprise adoption and expanding international revenue growth.

Broadcom Inc. (AVGO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

BW tops Q1 estimates as revenues jump 44% on large-project demand, AI data center momentum and a 1,971% surge in bookings.

APEI beats Q1 estimates as Military+ activity and Health+ enrollment lift margins; 2026 guidance raised.

There's a certain kind of analyst who doesn't talk much when he's wrong and doesn't celebrate long when he's right. Stephen "Sarge" Guilfoyle is that kind of analyst. Sarge is a former NYSE floor trader with more than 30 years of experience and the founder and president of Sarge986 LLC. On Friday, ...

AST SpaceMobile Inc (NASDAQ:ASTS) reported first-quarter 2026 results that missed analyst expectations on both revenue and earnings, sending shares down about 14%. The company posted a loss of $0.66 per share for the quarter, wider than the consensus estimate for a $0.23 loss. Revenue came in...

Over the past six months, Charles Schwab’s shares (currently trading at $89.40) have posted a disappointing 6.5% loss, well below the S&P 500’s 7.7% gain. This might have investors contemplating their next move.

AI optimism and resilient earnings growth keep long-term optimism alive for U.S. equities. Discover ETFs to buy and hold for long-term growth.

HALO beats Q1 earnings estimates as royalty revenues from partner drugs and strong product sales lift revenues by 42% year over year.

HIMS reports an adjusted loss and a revenue miss in first-quarter 2026 as gross margin decreases, but it lifts its full-year revenue outlook.

NVIDIA (NASDAQ:NVDA) stock just earned a fresh endorsement from Wells Fargo, which raised its price target to $315 from $265 and reiterated its Overweight rating on NVIDIA. The price target raise lands just eight days before NVIDIA’s quarterly report on May 20, with the firm arguing the stock still trades at less than 20 times ... Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

RGTI beats Q1 estimates as revenue nearly triples, gross margin expands and adoption grows for its quantum systems and cloud platforms.

YPF Q1 earnings top estimates as stronger crude oil output, lower costs and improved refining performance increase profitability.

Hims & Hers (NYSE:HIMS) reported first quarter financial results that included a wider-than-expected loss and softer revenue performance, sending shares down nearly 14% to about $25 on Tuesday morning. For the quarter, the telehealth company posted a net loss of $92.1 million, or $0.40...

NU heads into Q1 earnings with strong customer growth and Latin America expansion, but its premium valuation may limit upside in the near term.

Apparel sales surged 45% and Asia-Pacific grew 61% as the Swiss sneaker brand posted its highest-ever quarterly revenue

Innovative Solutions gains support from aerospace demand, strategic acquisitions and a 188.3% stock surge over the past year.

Voice and agentic AI specialist SoundHound AI (NASDAQ:SOUN) just delivered its sixth straight earnings beat, and our model has digested the results. Here is where the 24/7 Wall St. price target lands. Our price target for SoundHound is $17.91, implying 85.98% upside from the current $9.63 share price. Our recommendation is buy with a moderate ... We’re Bullish on SoundHound With Six Straight Earnings Beats

BAYRY beats Q1 earnings estimates as Crop Science sales rise, while Nubeqa and Kerendia gains help offset declines in Xarelto and Eylea.

First Majestic Silver's earnings soared in the first quarter.

Hims & Hers Health reported first-quarter 2026 results with revenue of US$608.1 million, up from US$586.01 million a year earlier, but moved from net income of US$49.49 million to a net loss of US$92.12 million as earnings per share turned from profit to a US$0.40 loss. The company attributed much of the earnings setback to restructuring costs and margin pressure tied to its pivot from compounded to branded GLP-1 weight-loss medications, even as it raised revenue guidance for both the second...

Novanta (NASDAQ:NOVT) reported stronger-than-expected first-quarter 2026 results, with management citing broad-based bookings growth, accelerating demand in automation and medical markets, and rising exposure to artificial intelligence-related infrastructure applications. Chair and Chief Executive