Latest Earnings Analysis

• AVAV Q3 2026: Commercial Model Pivot Targets 18% Margin Recovery Amid Defense Scale-Up
  March 03, 2026 · AVAV
• AAON (AAON) Q4 2025: Basics Backlog Surges 141% as Data Center Demand Drives Capacity Focus
  March 03, 2026 · AAON
• Guerrilla Technology (GRRR) Q4 2025: Operating Loss Narrows 80% as Edge AI Demand Drives $7B Pipeline
  March 03, 2026 · GRRR
• iHeartMedia (IHRT) Q4 2025: Podcast Revenue Jumps 24.5%, Driving Digital Margin Upside
  March 03, 2026 · IHRT
• Core Scientific (CORZ) Q4 2025: 350 Megawatts Energized, Co-Location Pivot Accelerates Data Center Scale
  March 03, 2026 · CORZ
• Plug Power (PLUG) Q4 2025: Gross Margin Turns Positive, Up 125 Points as Cost Discipline Takes Hold
  March 03, 2026 · PLUG
• EchoStar (SATS) Q4 2025: $16B Network Write-Off Reshapes Capital Allocation and Wireless Strategy
  March 03, 2026 · SATS
• Sturm, Ruger & Co. (RGR) Q4 2025: 65 New Models Drive 4.5% Sell-Through Gain Despite Industry Decline
  March 03, 2026 · RGR
• Riot Platforms (RIOT) Q4 2025: Data Center Backlog Surges 302%, Anchoring Power-to-Lease Pivot
  March 03, 2026 · RIOT
• Gaia (GAIA) Q4 2025: Direct Channel Drives 14–17% Price Uplift, AI Integration Sets Profitability Path
  March 03, 2026 · GAIA
• Cirrus (CERS) Q4 2025: EMEA Up 25%, BCA Deal Sets Stage for U.S. Share Gains
  March 03, 2026 · CERS
• BigBear.ai (BBAI) Q4 2025: Assage and CargoSeer Acquisitions Anchor 17% Revenue Growth Outlook
  March 03, 2026 · BBAI
• Mobile Infrastructure (BEEP) Q4 2025: Contract Parking Grows 10% as Asset Rotation Reshapes Portfolio
  March 03, 2026 · BEEP
• Dave (DAVE) Q4 2025: ARPU Jumps 36% as Subscription and AI Underwriting Drive Durable Growth Algorithm
  March 03, 2026 · DAVE
• FSCO Q4 2025: Private Credit Originations Hit 90% of New Activity, Underscoring Defensive Tilt
  March 03, 2026 · FSCO
• Asana (ASAN) Q4 2026: AI Studio Hits $6M ARR, Driving 50% Sequential Growth and Platform Deepening
  March 03, 2026 · ASAN
• KSPI Q4 2025: E-Commerce Take Rate Hits 13.1% as Delivery and Advertising Drive Margin Shift
  March 03, 2026 · KSPI
• Ouster (OUST) Q4 2025: Software-Attached Bookings Jump 120%, StereoLabs Acquisition Expands Physical AI Platform
  March 03, 2026 · OUST
• AMRC Q4 2025: Backlog Surges 13% to $2.5B, Europe and Data Center Demand Drive Next Leg
  March 03, 2026 · AMRC
• StealthGas (GASS) Q4 2025: Debt Falls to Zero, Unlocking $99M Cash and Strategic Fleet Flexibility
  March 02, 2026 · GASS
• Cosmos Energy (KOS) Q4 2025: OPEX Set to Drop $250M as Portfolio Reshapes for Margin Expansion
  March 02, 2026 · KOS
• SQM (SQM) Q4 2025: Lithium Volumes Surge 50% as Pricing Rebounds, Demand Outpaces Supply
  March 02, 2026 · SQM
• ADT (ADT) Q4 2025: $1.5B Buyback Signals Aggressive Capital Return Amid Flat Revenue Transition
  March 02, 2026 · ADT
• Zymeworks (ZYME) Q4 2025: $250M Royalty Note Unlocks Capital for Share Buybacks and Asset Expansion
  March 02, 2026 · ZYME
• CompuGen (CGEN) Q4 2025: $65M AstraZeneca Infusion Extends Cash Runway to 2029, Anchoring Pipeline Execution
  March 02, 2026 · CGEN
• TGS (TGS) Q4 2025: Non-Regulated EBITDA Hits 57% of Total, Marking Business Model Shift
  March 02, 2026 · TGS
• UroGen Pharma (URGN) Q4 2025: Zesturi Launch Drives 21% Revenue Growth, Community Uptake Accelerates
  March 02, 2026 · URGN
• YSG Q4 2025: Skincare Brands Drive 52% Growth, Margin Expansion in Focus
  March 02, 2026 · YSG
• Turning Point Brands (TPB) Q4 2025: Modern Oral Revenue Jumps 266%, Shifting Portfolio Weight
  March 02, 2026 · TPB
• NCLH Q4 2025: Caribbean Capacity Up 40%, Exposing Coordination Gaps and Yield Pressure
  March 02, 2026 · NCLH
• Venture Global (VG) Q4 2025: Contracted LNG Capacity Climbs to 69% as Expansion Accelerates
  March 02, 2026 · VG
• Xeris (XERS) Q4 2025: Recorlev Patient Base Doubles, Unlocking 44% Revenue Surge
  March 02, 2026 · XERS
• Unity (UNIT) Q4 2025: Fiber IRR Hits 22% as Hyperscaler Deals Drive Record Bookings
  March 02, 2026 · UNIT
• Astrana Health (ASTH) Q4 2025: 43% Revenue Surge Extends Delegated Risk Outperformance
  March 02, 2026 · ASTH
• Sasol (SSL) Q2 2026: CapEx Cut by R2B as Cost Controls Offset Chemical Margin Pressure
  March 01, 2026 · SSL
• MP Materials (MP) Q4 2025: NDPR Oxide Output Doubles, Accelerating U.S. Magnetics Integration
  March 01, 2026 · MP
• NCMI Q4 2025: Programmatic Revenue Doubles, Unlocking New Advertiser Segments
  March 01, 2026 · NCMI
• Grindr (GRND) Q4 2025: AI-Driven Code Now 70% of Output, Fueling Margin Expansion
  March 01, 2026 · GRND
• Forward Air (FWRD) Q4 2025: Omni Logistics EBITDA Nearly Doubles, Positioning for Operating Leverage Upside
  March 01, 2026 · FWRD
• BWXT (BWXT) Q4 2025: Commercial Backlog Climbs 85%, Locking in Multi-Year Growth Visibility
  March 01, 2026 · BWXT
• Freightos (CRGO) Q4 2025: Solutions Revenue Up 27% as Platform Integration Deepens, Breakeven Target in Sight
  March 01, 2026 · CRGO
• Autodesk (ADSK) Q4 2026: New Transaction Model Adds $137M, Reshaping Revenue Mix and Margin Leverage
  March 01, 2026 · ADSK
• Coupang (CPNG) Q4 2025: Data Incident Drives $1.2B Customer Compensation, Muting Growth but Taiwan Surges Triple Digits
  March 01, 2026 · CPNG
• ACVA Q4 2025: AI-Driven Guarantee Mix Hits 19%, Fueling Dealer Engagement Expansion
  March 01, 2026 · ACVA
• Hertz (HTZ) Q4 2025: Retail Car Sales Channel Target Rises to 80%, Unlocking Margin Upside
  March 01, 2026 · HTZ
• Expensify (EXFY) Q4 2025: Free Cash Flow Guidance Drops 55% as AI and Sales Spend Ramps
  March 01, 2026 · EXFY
• Natera (NTRA) Q4 2025: MRD Clinical Units Surge 56%, Expanding Oncology Moat
  February 28, 2026 · NTRA
• American Healthcare REIT (AHR) Q4 2025: Shop Segment Drives 25% NOI Surge, Sharpening Portfolio Growth
  February 28, 2026 · AHR
• YPF (YPF) Q4 2025: Shale Oil Output Surges 42%, Driving Record $5B EBITDA Amid Portfolio Shift
  February 28, 2026 · YPF
• NWN Q4 2025: $300M MX3 Storage Project Sets Up 5–7% EPS Growth Path
  February 28, 2026 · NWN