Rubrik (RBRK) Grew Revenue 38%, but Free Cash Flow Margin Fell to 15%. Is Growth Becoming Less Cash-Efficient?
Rubrik, Inc. (NYSE:RBRK) reported strong second-quarter growth, but cash generation did not keep pace with revenue.
Earnings Beaters: 10 Stocks Exceeding Wall Street’s Expectations
The second quarter earnings season has so far delivered an unusually high rate of earnings beats, strong investor fund flows, and increasingly broad corporate profit growth.
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Autodesk (ADSK) Grew Revenue 16% but Remaining Performance Obligations Rose Only 2%
Autodesk, Inc. (NASDAQ:ADSK) reported fiscal 2027 second-quarter revenue of $2.046 billion, up 16% year over year, while billings increased 10% to $1.854 billion.
Okta (OKTA) Grew Remaining Performance Obligations 17% While Revenue Rose 11%. Is the Platform Reaccelerating?
Okta, Inc. (NASDAQ:OKTA) reported fiscal second-quarter 2027 results that strengthened the case for a bookings recovery.
Workday (WDAY) Says AI Drove 25% of New Annual Contract Value. Why Did Total Subscription Backlog Grow Only 8%?
Workday, Inc. (NASDAQ:WDAY) is beginning to show that artificial intelligence can generate measurable contract activity.
Sellas Life (SLS) Falls 13% as Firm Still Mum on ALM Drug Candidate
Sellas Life Sciences (NASDAQ:SLS) saw its share price decline by 13.15 percent on Friday to close at $13.21 apiece, as investors turned increasingly concerned about the company’s silence about its treatment...
Microsoft Made $24.1 Billion From OpenAI in 2026. Investors Still Can’t See One Crucial Number
Microsoft Corporation (NASDAQ:MSFT) quietly disclosed a number that changes the scale of its OpenAI relationship.
Moderna (MRNA) Plans $2B of Zero-Coupon Convertible Debt. Is the Capped Call Enough to Control Dilution?
Moderna, Inc. (NASDAQ:MRNA) proposed a private placement of $2.0 billion in convertible senior notes due in 2032, with an option for initial purchasers to acquire another $300 million.
Kohl’s (KSS) Raised Profit Guidance as Comparable Sales Fell Again. How Much is From Tariff Refunds?
Kohl’s Corporation (NYSE:KSS) raised its profit outlook after reporting a mixed fiscal second quarter. Company-defined non-GAAP adjusted diluted EPS increased to $1.28 from $0.56 a year earlier.
J. M. Smucker (SJM) Grew Sales 5% Due to Pricing. Is Volume Growth Broad Enough?
The J. M. Smucker Company (NYSE:SJM) reported a stronger fiscal first quarter and raised its full-year outlook.
Li Auto (LI) Improved Vehicle Margin to 9.4% but It Remains Half Last Year’s. Can the Model Refresh Restore Profitability?
Li Auto Inc. (NASDAQ:LI) reported a second consecutive quarterly loss as intense competition in China’s electric vehicle market continued to pressure volumes and profitability.
Meta Is Down 27%. One Analyst Sees a $22 Billion AI Business Hiding in Plain Sight
Meta Platforms, Inc. (NASDAQ:META) has fallen around 27% from its 2025 high as investors question how quickly its huge AI spending will pay back.
IBM Introduces New Mainframe Processor Combining Its Own Tech With Arm Architecture
On August 24, International Business Machines Corporation (NYSE:IBM) introduced its next-generation dual-architecture processor for IBM Z and LinuxONE, the first processor milestone to emerge from a relationship...
Bath & Body Works (BBWI) Returned to Digital Growth but Still Expects Sales to Decline. Can E-Commerce Fix Weak Store Traffic?
Bath & Body Works, Inc. (NYSE:BBWI) returned the North American direct business to growth in Q2 2026, marking the first year-over-year increase since 2021.
Dycom (DY) Grew Revenue 46% but Nearly $400M Came from Acquisitions. Is Organic Growth Strong Enough?
Dycom Industries, Inc. (NYSE:DY) reported record fiscal second-quarter revenue, but the headline growth rate requires some unpacking.
BofA Just Put a $70 Target on This Overlooked AI Packaging Stock
BofA Securities initiated Amkor Technology, Inc.
Marvell Fell After Its Google Deal. Why Did Investors Sell These Two AI Optics Stocks Too?
Marvell’s shares fell after investors decided its giant Google AI deal would take too long to move the numbers. Then Coherent Corp. (NYSE:COHR) and Lumentum Holdings Inc.
Williams-Sonoma (WSM) Grew Comparable Brand Revenue While Non-GAAP Operating Margin Fell. Can Demand Restore Operating Leverage?
Williams-Sonoma, Inc. (NYSE:WSM) delivered stronger demand across every major brand in fiscal 2026’s second quarter, but the underlying margin picture did not keep pace.
Wall Street Sees CoreWeave Anywhere From $74 to $250. Somebody Is Very Wrong
Wall Street is not simply divided on CoreWeave, Inc. (NASDAQ:CRWV). It is using almost incompatible valuation frameworks.
Abercrombie & Fitch (ANF) Posted Record Sales, but Hollister Comparable Sales Fell 3%. Is Brand Growth Broad Enough?
Abercrombie & Fitch Co. (NYSE:ANF) delivered record fiscal second-quarter net sales of $1.27 billion, up 5% from a year earlier.
Nutanix (NTNX) Grew ARR 16% but Its Fiscal 2027 Free Cash Flow Guidance is More Measured. Is Operating Leverage Normalizing?
Nutanix, Inc. (NASDAQ:NTNX) ended fiscal 2026 with a strong quarter, but its reported free cash flow guidance midpoint points to a more measured year ahead.
Okta Just Jumped 29%. AI Agents May Be Creating a New Bottleneck
Okta, Inc. (NASDAQ:OKTA) jumped 28.6% on August 27 and closed at $172.91 after reporting better-than-expected results. The easy explanation is an earnings beat.
Agilent (NYSE) Expanded Non-GAAP Margin 320 bps. How Much Is Repeatable?
Agilent Technologies, Inc. (NYSE:A) delivered fiscal third-quarter revenue of $1.88 billion, an increase of 8.1% from a year earlier.
Nancy Pelosi’s Husband Bought Millions of This AI Power Stock. Nvidia Just Strengthened the Bull Case
Nancy Pelosi’s household disclosed one of the more eye-catching AI infrastructure trades of the summer.
Quantum Computing's Insiders Have Sold Nearly $863 Million More Than They've Bought. Should Investors Worry?
Insiders at IonQ, Inc. (NYSE:IONQ), Rigetti Computing, Inc. (NASDAQ:RGTI), and D-Wave Quantum Inc.
Synopsys (SNPS) Targets a 42% Non-GAAP Operating Margin. How Much Is the Ansys Acquisition Distorting Profitability?
Synopsys, Inc. (NASDAQ:SNPS) delivered a stronger-than-expected fiscal third quarter, but its results present two different views of profitability.
Veeva (VEEV) Grew Subscription Revenue 16% as GAAP Operating Income Increased 40%. Is the Margin Expansion Sustainable?
Veeva Systems Inc. (NYSE:VEEV) delivered a fiscal second-quarter report that renewed interest in profitable software growth.
MongoDB at a Crossroads: Wall Street Firm Lifts Target but Stays Neutral as AI Story Awaits Proof
MongoDB Inc. (NASDAQ:MDB)'s business maybe executing well, but the AI-driven demand acceleration bulls are expecting hasn’t arrived yet.
HP (HPQ) Grew Personal Systems Revenue 18% as Unit Shipments Fell. How Much Growth Came From Pricing and Mix?
HP Inc. (NYSE:HPQ) delivered an unusual combination in its fiscal third quarter: Personal Systems revenue rose 18% year over year to $11.8 billion even though unit shipments fell 16%.
Everpure (P) Grew Revenue 38% but Free Cash Flow Was Negative. Will the Coming Hyperscaler Ramp Convert Into Cash?
Everpure, Inc. (NYSE:P) reported results for the fiscal second quarter.
NatWest (NWG) Looks to America for Growth as UK Banking Competition Intensifies
NatWest Group plc (NYSE:NWG) is making a renewed push into the U.S. market more than a decade after the financial crisis forced the bank to retreat from international operations.
Johnson & Johnson (JNJ) Taps Sail Biomedicines in Bid for CAR-T Edge Over Bristol Myers Squibb
CAR-T therapies are transforming treatment for certain cancers and raising hopes for patients.
United Airlines (UAL) CEO’s 2027 Outlook: Strong Demand and Gradually Rising Fares
United Airlines Holdings, Inc. (NASDAQ:UAL) CEO Scott Kirby expects airfares to keep rising gradually in 2027 as demand for travel remains strong. Reuters reported that U.S.
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