Latest Earnings Analysis

• PACIRA (PCRX) Q1 2026: Expirel Volume Grows 7% as 5x30 Strategy Drives Durable Franchise Momentum
  May 01, 2026 · PCRX
• Cousins Properties (CUZ) Q1 2026: Leasing Pipeline Doubles, Sunbelt Rent Growth Hits 20%+
  May 01, 2026 · CUZ
• Ryan Specialty (RYAN) Q1 2026: Delegated Authority Hits 52% of Net Commissions, Signaling Model Shift Amid Margin Pressure
  May 01, 2026 · RYAN
• Exponent (EXPO) Q1 2026: Engineering Segment Jumps 12% as AI and Energy Complexity Drive Demand
  May 01, 2026 · EXPO
• Grand Canyon Education (LOPE) Q1 2026: Online Enrollment Up 8.8% as Hybrid Capacity Drives Margin Expansion
  May 01, 2026 · LOPE
• NewtekOne (NEWT) Q1 2026: Bank Loans Now 83% of Portfolio, Margin Upside After Deposit Surge
  May 01, 2026 · NEWT
• ASUR Q1 2026: AI-Driven Margin Jumps 800bps as Assure Central Adoption Surges
  May 01, 2026 · ASUR
• Western Digital (WDC) Q3 2026: Cloud Revenue Jumps 48% as AI Data Workloads Accelerate HDD Demand
  May 01, 2026 · WDC
• Ardelyx (ARDX) Q1 2026: Ibsrella Revenue Jumps 58% as Specialty Channel Drives Prescription Fulfillment
  May 01, 2026 · ARDX
• Weave (WEAV) Q1 2026: Payments Revenue Grows 2x Faster Than Core, Unlocking Margin Expansion
  May 01, 2026 · WEAV
• HCC Q1 2026: Blue Creek Drives 55% Production Surge, Reshaping Cost and Volume Landscape
  May 01, 2026 · HCC
• Zeta (ZETA) Q1 2026: Athena-Driven Pipeline Surges 40%, Reinforcing AI Platform Moat
  May 01, 2026 · ZETA
• Cable One (CABO) Q1 2026: 6.1% Broadband Subscriber Decline Sharpens Focus on Retention and Execution
  May 01, 2026 · CABO
• NMI Holdings (NMIH) Q1 2026: NIW Jumps 33% as Portfolio Quality Remains Resilient
  May 01, 2026 · NMIH
• Clorox (CLX) Q3 2026: Gojo Adds $200M, Margin Drag Intensifies as Cost Headwinds Mount
  May 01, 2026 · CLX
• Dolby Laboratories (DLB) Q2 2026: Broadcast Licensing Jumps 26% as Automotive and Platform Momentum Builds
  May 01, 2026 · DLB
• Atlassian (TEAM) Q3 2026: Cloud Revenue Jumps 29% as Rovo AI Doubles Customer Growth
  May 01, 2026 · TEAM
• Emergent BioSolutions (EBS) Q1 2026: International MCM Revenue Climbs to 37%, Sharpening Margin Profile
  May 01, 2026 · EBS
• iRhythm (IRTC) Q1 2026: Next-Gen AI Algorithm Targets $100M+ Efficiency as Volume Surges 26%
  May 01, 2026 · IRTC
• COHU (COHU) Q1 2026: Orders Surge 57% as $750M AI Compute Pipeline Drives Platform Expansion
  May 01, 2026 · COHU
• DMC Global (BOOM) Q1 2026: Backlog Hits 15-Year High as Nobleclad Ramps for Petrochemical Surge
  May 01, 2026 · BOOM
• Syndax (SNDX) Q1 2026: Revuforge Drives 224% Revenue Surge, Transplant Tailwind Set to Accelerate
  May 01, 2026 · SNDX
• CourseUp Therapeutics (CORT) Q1 2026: Oncology Launch Captures 200+ Prescribers, Guidance Raised on Endocrine Surge
  May 01, 2026 · CORT
• Safehold (SAFE) Q1 2026: Multifamily Exposure Hits 63% as Ground Lease Pipeline Scales
  May 01, 2026 · SAFE
• Floor & Decor (FND) Q1 2026: $400M Buyback Launches as Store Costs Fall 32%
  May 01, 2026 · FND
• MMSI Q1 2026: Oncology Platform Expands Market Reach, Viewpoint Deal Targets $14M Revenue Step-Up
  May 01, 2026 · MMSI
• OneSpan (OSPN) Q1 2026: Subscription Revenue Hits 80% of Mix as Hardware Slips to 16%
  May 01, 2026 · OSPN
• Schneider National (SNDR) Q1 2026: Network Revenue per Truck Jumps 7% as Supply Tightens
  May 01, 2026 · SNDR
• SanDisk (SNDK) Q3 2026: $42B RPO Locks In Multi-Year Demand, Reshaping NAND Economics
  May 01, 2026 · SNDK
• SPS Commerce (SPSC) Q1 2026: AI-Driven MAX Beta Surpasses 400 Customers, Unlocking Supply Chain Visibility
  May 01, 2026 · SPSC
• Riot Platforms (RIOT) Q1 2026: AMD Lease Doubles to 50MW, Unlocking $636M Revenue Visibility
  May 01, 2026 · RIOT
• Offerpad (OPAD) Q1 2026: AI-Driven Conversion Lifts Home Contracting Rates 200bps, Sets Up Platform Scalability
  May 01, 2026 · OPAD
• MYR Group (MYRG) Q1 2026: Backlog Rises 8% as Margin Targets Lift Across Both Segments
  May 01, 2026 · MYRG
• Ingram Micro (INGM) Q1 2026: Cloud Revenue Jumps 25% as XVantage Drives Platform Leverage
  May 01, 2026 · INGM
• First Internet Bancorp (INBK) Q1 2026: FinTech Deposit Base Jumps 186%, Fueling Margin Expansion
  May 01, 2026 · INBK
• IMAX (IMAX) Q1 2026: Non-China Revenue Climbs $15M as Platform Diversifies Content and Global Reach
  May 01, 2026 · IMAX
• KIDS Q1 2026: 22% International Surge Signals Global Pediatric Platform Leverage
  May 01, 2026 · KIDS
• CEROS (CERS) Q1 2026: IFC Revenue Surges 90% as Platelet Penetration Expands
  May 01, 2026 · CERS
• ResMed (RMD) Q3 2026: Gross Margin Expands 290bps as Fabric Mask Adoption and Noctrix Deal Reshape Sleep Health Portfolio
  May 01, 2026 · RMD
• Sinclair (SBGI) Q1 2026: Tennis Channel Viewership Surges 19%, Driving Digital Expansion Momentum
  May 01, 2026 · SBGI
• SPXC Q1 2026: Data Center Backlog Jumps 38%, Unlocking New Capacity Trajectory
  May 01, 2026 · SPXC
• Illumina (ILMN) Q1 2026: NovaSeq X Placements Surge 60% as Clinical Demand Drives Strategic Upside
  May 01, 2026 · ILMN
• Alignment Healthcare (ALHC) Q1 2026: Membership Jumps 31% as Automation Drives Margin Expansion
  May 01, 2026 · ALHC
• Arthur J. Gallagher (AJG) Q1 2026: M&A Drives 28% Revenue Surge, Margin Expansion Signals Enduring Operating Leverage
  May 01, 2026 · AJG
• Rivian (RIVN) Q1 2026: R2 Platform BOM Halved, Unlocking Cost Leverage for 300K-Unit Georgia Expansion
  May 01, 2026 · RIVN
• Merck (MRK) Q1 2026: Oncology Portfolio Hits $8B, Pipeline and AI Drive Next Decade’s Growth
  May 01, 2026 · MRK
• SILC Q1 2026: Design Wins Double Revenue Growth Pace, Securing 33% Inflection
  May 01, 2026 · SILC
• First Solar (FSLR) Q1 2026: Backlog Climbs to 47.9GW as CURE Rollout Unlocks $0.6B Revenue Potential
  May 01, 2026 · FSLR
• Monolithic Power Systems (MPWR) Q1 2026: Enterprise Data Floor Raised to 85% as Demand Visibility Extends
  May 01, 2026 · MPWR
• Dexcom (DXCM) Q1 2026: International Revenue Jumps 26% as Coverage Expansion Drives Durable Growth
  May 01, 2026 · DXCM