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ATI, Astronics, and Ducommun each posted record backlogs amid rising defense spending, but their margins, leverage, and guidance suggest differing abilities to convert orders into profit.
Korean equities have surged in 2025 on AI chip demand, with the Matthews Korea Active ETF (MKOR) up roughly 80% YTD, though volatility and a higher expense ratio set it apart from cheaper rivals like EWY.
Guidewire Software stock fell on cautious guidance tied to its cloud transition, but revenue, margins, and cloud ARR growth suggest the pullback may be overdone.
Elevated gas prices amid the Iran war are boosting refiners and fuel distributors like Phillips 66, HF Sinclair, and CrossAmerica Partners, which benefit from wider margins and strong demand.
Analysts see high-risk, high-reward potential in Red Cat Holdings, Taysha Gene Therapies, and Solaris Resources, each projected to roughly double despite significant company-specific risks.
HPE issued Oracle warrants tied to a $70 billion infrastructure deal as its networking revenue jumped 75%, even as supply chain concerns pressured shares after earnings.
Microsoft's Azure growth accelerated to 43% and its backlog surged 84% to $678 billion, yet MSFT still trades below its five-year average forward earnings multiple.
QSR and Yum! Brands posted strong Q2 2026 results on franchise economics and global diversification, while McDonald's U.S. sales slowed on execution missteps despite similar franchise strength.
Palo Alto Networks and Zscaler both beat earnings estimates this week, but Palo Alto showed faster growth and stronger free cash flow, giving it the edge over its cybersecurity rival.
Parsons stock has fallen more than 25% YTD despite strong backlog growth and missile defense contracts, raising questions about whether the infrastructure and defense firm is undervalued.
AI-driven power demand and expiring utility contracts are tightening uranium supply, lifting long-term price targets to $95 per pound and boosting Cameco, NexGen Energy, and BWX Technologies.
Pantheon International (LON:PIN) said it generated net asset value per share growth of 4.3% during the year, while its share price rose 37.5%, reflecting a narrowing of the discount at which its shares traded relative to net asset value.
Charlotte Morris, partner and lead manager of Pantheon Intern
Elastic, John Deere, and Dynatrace all posted strong earnings and drew a wave of analyst rating upgrades and price target increases, with shares of each stock rallying in response.
Rising AI token costs are pushing enterprises toward on-premises hardware, boosting Dell Technologies after strong earnings while MongoDB shares fell despite a beat, as capital rotates from cloud software to hardware.
Strong August jobs data raised rate-hike odds ahead of the Fed's September meeting. IWM, XLF, and TLT offer different ways for investors to position for the decision's outcome.
GameStop, Apple, and Meta face key September catalysts: an earnings report, a product event, and a developer showcase that will test each company's strategy and stock narrative.
HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.
Moderna, Pharvaris and AbbVie span short, mid and long-term healthcare setups, from melanoma data to a Phase 3 catalyst and 13 straight years of dividend hikes.
Apple prepares to unveil its first foldable iPhone amid rising component costs, with analysts split between a $400 bull case and a $263.66 bear case ahead of next week's launch.
Evercore upgraded Duolingo to Outperform with a $210 price target, arguing AI chatbot fears were overblown as user growth, retention, and engagement remain strong.
GitLab posted 21.3% revenue growth and beat earnings estimates in Q2 FY2027, driven by its Flex consumption pricing model, and raised its full-year adjusted earnings guidance.
Take-Two shares fell despite strong GTA VI demand ahead of its Nov. 19 launch, with analysts maintaining Buy ratings and price targets implying upside, while Sony and Microsoft face console pricing and supply risks.
Merchants Bancorp shares have surged despite past credit scares and a shareholder probe, as lower credit provisions and record assets drove a strong Q2 2026 earnings beat.
Lululemon shares fell 18% after weak Q2 2026 results and cut guidance revealed declining Americas sales, tepid China growth, and a fading turnaround narrative.
Stocks pulled back after a strong jobs report stoked rate-hike concerns. MarketBeat writers recap earnings-season themes, covering AI, cybersecurity, retail, energy, and dividend stocks.
Volkswagen (ETR:VOW3) said its Supervisory Board has unanimously approved the Group Target Picture 2030, a broad transformation plan aimed at improving profitability, reducing complexity and reshaping its production, technology and organizational footprint.
Chief Executive Officer Oliver Blume said
FDA approved Revolution Medicines' RASONQUE for pancreatic cancer, but RVMD stock stayed flat as investors had priced in the news early, with rising expenses now in focus.
Retail earnings reveal a K-shaped consumer split: Home Depot and Lowe's post solid home-improvement sales, while Walmart and Five Below face mixed results amid tariff and margin pressures.
FB Financial's earnings and loans surged after its Southern States Bancshares acquisition, with analysts issuing Buy ratings and a consensus price target implying 15% upside.
Quanex Building Products (NYSE:NX) reported third-quarter fiscal 2026 sales of $501.8 million, up 1.3% from $495.3 million a year earlier, as higher pricing offset the effects of tariff reimbursements to customers. The company said volumes were flat, pricing increased about 3%, and tariff refunds re
Ionis Pharmaceuticals (NASDAQ:IONS) said the U.S. Food and Drug Administration has approved ZANVASTRO as the first and only disease-modifying treatment for Alexander disease, an ultra-rare, progressive neurological disorder caused by pathogenic variants in the GFAP gene.
The approval includes a bro
Brasulagro Cia Brasileira De Propriedades Agricolas (NYSE:LND) reported a net loss of BRL 90 million for its 2025/2026 harvest year ended June 30, 2026, compared with a BRL 138 million loss in the prior-year period, as weaker sugarcane and cotton results offset stronger grain production.
The compan
AST SpaceMobile shares jumped nearly 12% after Berenberg initiated coverage with a Buy rating and $92 price target, even as regulatory hurdles and cash burn remain key challenges.
KNOT Offshore Partners (NYSE:KNOP) reported second-quarter 2026 revenue of $96.8 million, operating income of $15.6 million, net income of $3.4 million and adjusted EBITDA of $57.6 million, as the shuttle tanker partnership cited high vessel utilization and additional charter activity.
Derek Lowe,
Snowflake shares jumped over 20% after strong Q2 FY2027 results and raised guidance, prompting analysts to lift price targets into the high $300s to $450 range.
Vertiv Holdings will acquire microgrid specialist UtilityInnovation Group, betting that solving data center power bottlenecks is key to AI infrastructure growth.
Naval modernization contracts from the Navy are boosting GE Aerospace and RTX, whose recent stock pullbacks and large backlogs may offer investors a favorable entry point.
A survey of 3,011 families reveals America’s favorite free fall activities, from pumpkin festivals and local fairs to cultural events and public lands.
Wall Street is re-rating space stocks after NASA's $700 million Blue Origin contract, with Berenberg initiating bullish coverage on AST SpaceMobile, Rocket Lab, and Planet Labs.
Credo Technologies stock fell 20% despite a Q1 FY2027 revenue and EPS beat and raised guidance, as analysts cite margin compression but maintain a bullish Moderate Buy consensus.
Hochschild Mining (LON:HOC) reported what management described as its strongest-ever half-year financial performance, supported by higher gold and silver prices, cash generation from its Peruvian and Argentine operations, and progress in restoring operational capacity at its Mara Rosa mine in Brazil
Accelerant Holdings shares surged 43% after strong Q2 earnings and a Thoma Bravo take-private deal at $20.25 per share, highlighting value in specialty insurance exchange models.
CEOs of Alibaba, Klarna, and CoStar bought over $20 million combined in company shares as each stock struggled in 2026, signaling insider confidence despite weak performance.
Advanced Micro Devices (NASDAQ:AMD) used its IFA 2026 presentation in Berlin to outline its vision for “personal AI,” introducing new high-memory Ryzen AI systems, a workstation concept and collaborations with Microsoft and SUSE intended to bring more AI workloads from cloud infrastructure to local
Titan Machinery (NASDAQ:TITN) reported a second-quarter fiscal 2027 net loss as revenue declined amid continued weakness in agricultural equipment demand, though the company said inventory-management efforts supported improved equipment margins and lower floor-plan interest expense.
For the quarter
Asana (NYSE:ASAN) reported second-quarter fiscal 2027 revenue of $216.4 million, up 10% year over year and above the high end of its guidance, as the work-management software company cited improving retention, stronger enterprise performance and growing adoption of its artificial intelligence produc
Guidewire Software (NYSE:GWRE) closed fiscal 2026 with annual recurring revenue, or ARR, above its guidance range, supported by cloud migrations, low customer attrition and demand for newer artificial intelligence and pricing products.
Chief Executive Officer Mike Rosenbaum said ARR ended the fisca
Samsara (NYSE:IOT) reported second-quarter fiscal 2027 results marked by 30% year-over-year growth in annual recurring revenue and revenue, while the provider of connected operations software expanded its large-customer base and maintained GAAP profitability.
The company ended the quarter with $2.1
UiPath (NYSE:PATH) reported second-quarter fiscal 2027 results that exceeded its guidance, with annualized recurring revenue, revenue and profitability all rising as the company emphasized demand for its automation, orchestration and artificial intelligence capabilities.
Founder and Chief Executive
Planet Labs PBC (NYSE:PL) reported record second-quarter revenue of $116 million, up approximately 58% from a year earlier, as satellite services execution and demand from defense and intelligence customers drove growth. The company also raised the low end of its full-year fiscal 2027 outlook for re
lululemon athletica (NASDAQ:LULU) reported second-quarter revenue and earnings that fell below its expectations, citing weaker traffic, inconsistent product launches and pressure on brand sentiment in North America and China Mainland. The company lowered its full-year outlook and said it is increasi
Docusign (NASDAQ:DOCU) reported second-quarter fiscal 2027 revenue of $876 million, up 9% from a year earlier, as adoption of its Intelligent Agreement Management, or IAM, platform increased and the company expanded its artificial intelligence capabilities and integrations.
Chief Executive Officer
Zscaler (NASDAQ:ZS) reported fourth-quarter fiscal 2026 revenue of $898 million, up 25% from a year earlier and 6% sequentially, as the cybersecurity company cited continued demand for its zero-trust platform, data security offerings and AI-related products.
Non-GAAP operating income rose 37% year
Mama's Creations (NASDAQ:MAMA) reported fiscal second-quarter revenue growth of 55% and said expanded retail distribution, contributions from the Bay Shore acquisition and new product launches helped drive operating leverage and higher profitability.
For the quarter, revenue increased to $54.6 mill
Torrid (NYSE:CURV) reported second-quarter fiscal 2026 net sales of $231.7 million and adjusted EBITDA of $23.3 million, including an $11.1 million tariff refund benefit recognized in cost of goods sold. Excluding that benefit, adjusted EBITDA was $12.1 million, within the company’s guidance range.
Oxford Industries (NYSE:OXM) reported second-quarter fiscal 2026 results that were within its expectations, as improved gross margin and adjusted earnings per share growth helped offset sales pressure across parts of its portfolio. The company also lowered its full-year sales and adjusted earnings o
American Outdoor Brands (NASDAQ:AOUT) reported a strong start to fiscal 2027, with first-quarter net sales rising 25.4% year over year to $37.3 million and adjusted EBITDA improving to $4.3 million from a $3.1 million loss a year earlier. The company maintained its full-year sales outlook while rais
Concrete Pumping (NASDAQ:BBCP) reported higher third-quarter revenue and adjusted EBITDA as demand for large commercial and infrastructure projects, including data centers, continued to support its U.S. operations. The company also raised its fiscal 2026 outlook and announced a regular quarterly cas
eGain (NASDAQ:EGAN) reported fiscal 2026 revenue growth of 3% to $91.1 million as revenue from customers using its artificial intelligence offerings increased 20%. The company said it is shifting its reporting focus toward “AI customers,” defined as customers actively using one or more AI offerings,
Smith & Wesson Brands (NASDAQ:SWBI) reported higher first-quarter fiscal 2027 sales and a return to profitability, citing demand across its consumer and professional firearms channels, increased product shipments and higher average selling prices.
Net sales rose 32.3% year over year to $112.6 m
Ambarella (NASDAQ:AMBA) reported fiscal second-quarter revenue of $108.1 million, up 7.7% sequentially and 13.2% from a year earlier, as record AI revenue and continued demand from automotive and IoT customers supported results. The company posted non-GAAP diluted earnings per share of $0.18, or non
Match Group (NASDAQ:MTCH) outlined changes to Tinder’s product-development process, recommendation systems and artificial-intelligence strategy during a CEO connection event focused on the dating app’s recent pace of product releases.
Tinder Chief Product Officer Mark Kantor said the company has up
Broadcom beat earnings estimates and raised AI chip guidance, projecting $115 billion in FY2027 and $230 billion in FY2028 AI semiconductor sales as Anthropic and OpenAI grow as XPU customers.
Climb Bio (NASDAQ:CLYM) presented phase I data for CLYM116, an anti-APRIL “sweeper” antibody being developed for IgA nephropathy, and said the results support advancing the program into an ongoing phase II study in China.
The company said CLYM116 is designed to bind circulating APRIL, bring the tar
NVIDIA agreed to acquire Hugging Face for about $12.9 billion, a move aimed at strengthening its software ecosystem and CUDA architecture against custom silicon competition from hyperscalers.
Yum! Brands sold Pizza Hut outside Mainland China for about $1.5 billion and launched a $4 billion buyback, sharpening its focus on Taco Bell and KFC amid a fast-food traffic slowdown.
HUTCHMED (NASDAQ:HCM) said it has entered a co-development and licensing agreement with GSK for ex-China rights to HMPL-A830, a preclinical KRAS-EGFR antibody-targeted therapy conjugate, or ATTC. The transaction has a total potential value of approximately $1.3 billion, including a $110 million upfr
Toro (NYSE:TTC) reported third-quarter fiscal 2026 net sales growth of 8.4% to $1.23 billion, supported by demand across its professional and residential businesses, and raised its full-year adjusted earnings outlook.
Adjusted earnings per share totaled $1.33 for the quarter. Adjusted operating mar
DICK'S Sporting Goods, IonQ, and Procter & Gamble have all formed bearish death crosses, reflecting weak consumer spending, speculative tech pullback, and inflation pressures.
Dell Technologies posted record Q2 2027 revenue and EPS beats, prompting analysts to raise price targets and reinforcing bullish institutional buying and a Moderate Buy rating.
Equity Bancshares (NYSE:EQBK) has agreed to merge with Lincoln Bancorp, the parent company of Lincoln Savings Bank, in a transaction valued at approximately $123 million that would expand Equity’s footprint in Iowa.
The deal is expected to close in the fourth quarter of 2026, subject to customary c
