Latest Earnings Analysis

• C3.ai (AI) Q2 2026: Federal Bookings Surge 89% as Partner Pipeline Doubles
  December 04, 2025 · AI
• Guidewire (GWRE) Q1 2026: ARR Up 22% as Cloud Wins and AI Product Expansion Accelerate Pipeline
  December 04, 2025 · GWRE
• Torrid (CURV) Q3 2025: Store Closures Drive $18M Cost Cut, Margin Expansion Set for 2026
  December 04, 2025 · CURV
• Five Below (FIVE) Q3 2025: Comp Sales Jump 14%, Social-Driven Traffic Powers Multi-Price Momentum
  December 04, 2025 · FIVE
• nCino (NCNO) Q3 2026: Platform Pricing Hits 27% of ACV as AI Adoption Accelerates Expansion
  December 04, 2025 · NCNO
• UiPath (PATH) Q3 2026: Agentic Customer Base Doubles, Driving Platform Stickiness
  December 04, 2025 · PATH
• Sprinklr (CXM) Q3 2026: $15.5M Free Cash Flow Fuels Transformation, Bear Hug Expands to 800 Accounts
  December 03, 2025 · CXM
• Dollar Tree (DLTR) Q3 2025: Multi-Price Penetration Lifts Halloween Sales 25%, Unlocks Margin Upside
  December 03, 2025 · DLTR
• YB (YB) Q3 2025: AI-Driven Margin Expands to 32% as Product Innovation Accelerates
  December 03, 2025 · YB
• Waterdrop (WDH) Q3 2025: AI-Driven Insurance Premiums Jump 80%, Margin Expansion Signals Durable Efficiency Gains
  December 03, 2025 · WDH
• Macy’s (M) Q3 2025: Go Forward Comps Rise 3.4% as Store Reimagination Fuels Turnaround
  December 03, 2025 · M
• CrowdStrike (CRWD) Q3 2026: Falcon Flex ARR Surges 200%, Cementing Platform Consolidation Tailwind
  December 03, 2025 · CRWD
• GitLab (GTLB) Q3 2026: SaaS Revenue Jumps 36% as Duo Agent Platform Nears Launch
  December 03, 2025 · GTLB
• NUTX Q3 2025: Arbitration Revenue Hits 66% of Hospital Sales, Driving 240% Top-Line Surge
  December 03, 2025 · NUTX
• Okta (OKTA) Q3 2026: AI Agent Security Drives Engagement with 100+ Customers, Fueling Go-to-Market Expansion
  December 03, 2025 · OKTA
• Marvell (MRVL) Q3 2026: Data Center Revenue Jumps 38% as Celestial AI Deal Targets $1B Run Rate
  December 03, 2025 · MRVL
• BWLP (BWLP) Q3 2025: TCE Rates Fall 9% as Market Volatility and Fleet Shifts Shape Outlook
  December 03, 2025 · BWLP
• AEO (AEO) Q3 2025: Aerie's 11% Comp Surge Signals Expanding Brand Runway
  December 03, 2025 · AEO
• Box (BOX) Q3 2026: AI-Driven Billings Jump 12% as Enterprise Advanced Adoption Accelerates
  December 03, 2025 · BOX
• Asana (ASAN) Q3 2026: $30.8M Buyback, AI Studio Drives Retention and Margin Expansion
  December 03, 2025 · ASAN
• NIPG (NIPG) Q1 2025: Talent Management Revenue Doubles, Mining Capacity Set to Hit 11.3 EH
  December 02, 2025 · NIPG
• NIPG (NIPG) Q2 2025: $125.8M Non-Cash Impairment Resets Esports Valuation, Mining Scale Drives New Growth Path
  December 02, 2025 · NIPG
• Vestas (VSTS) Q4 2025: $75M Cost Takeout Targets Reset Margin and Mix for 2026 Rebuild
  December 02, 2025 · VSTS
• UNFI (UNFI) Q1 2026: Natural Segment Grows 11%, Driving Margin Expansion and Deleveraging
  December 02, 2025 · UNFI
• City Trends (CTRN) Q3 2025: Comp Sales Jump 10.8% as Off-Price Model Drives Turnaround Momentum
  December 02, 2025 · CTRN
• SIG Q3 2026: Merchandise Margin Up 80bps as Tariff Mitigation and Fashion Drive Holiday Setup
  December 02, 2025 · SIG
• Four Seasons Education (FEDU) Q1 2026: Gross Margin Expands 470bps as Enrichment Learning Drives Profitability
  December 02, 2025 · FEDU
• CANG Q3 2025: Bitcoin Mining Output Surges 37%, Asset-Light Model Powers Strategic AI Pivot
  December 02, 2025 · CANG
• Banco Macro (BMA) Q3 2025: Loan Loss Provisions Surge 424% as Asset Quality Peaks
  December 02, 2025 · BMA
• Hafnia (HAFN) Q3 2025: Net LTV Drops to 20.5% as Fleet Renewal, Sanctions, and Tight Supply Reshape Tanker Market
  December 02, 2025 · HAFN
• Credo (CRDO) Q2 2026: Revenue Surges 272% as Five-Pillar Connectivity Strategy Triples TAM
  December 02, 2025 · CRDO
• MongoDB (MDB) Q3 2026: Atlas Share Hits 75% as AI-Ready Platform Drives Expansion
  December 02, 2025 · MDB
• Simulations Plus (SLP) Q4 2025: $18M Backlog Signals Stabilizing Demand, AI Rollout Drives Pricing Power
  December 02, 2025 · SLP
• Chaji (CHA) Q3 2025: Overseas GMV Jumps 75%, Offsetting Domestic Traffic Headwinds
  November 30, 2025 · CHA
• Best Buy (BBY) Q3 2026: Marketplace SKU Count Expands 11x, Fueling Digital Gross Margin Upside
  November 30, 2025 · BBY
• Flex (FLNG) Q3 2025: Data Center Revenue Surges 35%, Accelerating Margin Expansion
  November 28, 2025 · FLNG
• Frontline (FRO) Q3 2025: VLCC Spot Bookings Surge 142%, Repricing Cash Flow Potential
  November 28, 2025 · FRO
• FS Credit Opportunities Corp (FSCO) Q3 2025: Private Credit Allocations Reach 74% Amid 13.3% Yield and Discounted Shares
  November 28, 2025 · FSCO
• Li Auto (LI) Q3 2025: Vehicle Sales Drop 37% as Recall and BEV Ramp Reshape Strategic Focus
  November 27, 2025 · LI
• GOTU Q3 2025: Offline Learning Surges Past 10% of Revenue, Signaling Hybrid Model Inflection
  November 27, 2025 · GOTU
• EHANG (EH) Q3 2025: Sandbox Model Targets 100+ Unit Thailand Ramp Amid 60% Margin Stability
  November 26, 2025 · EH
• Safe Bulkers (SB) Q3 2025: $124M Contract Backlog Anchors Cash Flow Amid Charter Rate Reset
  November 26, 2025 · SB
• Deere (DE) Q4 2025: $1.2B Tariff Hit Reshapes Margin Playbook as Small Ag and Construction Outpace Large Ag
  November 26, 2025 · DE
• Lee Enterprises (LEE) Q4 2025: Digital Revenue Hits 53% Mix, Pushing Toward 90% Target
  November 26, 2025 · LEE
• AMBR Q3 2025: 20% Asset Growth and $50M Buyback Signal Durable Digital Wealth Momentum
  November 26, 2025 · AMBR
• Super Hi International (HDL) Q3 2025: Table Turnover Climbs to 4.5 as New Brands Ramp, Margin Rebounds QoQ
  November 26, 2025 · HDL
• Alarm (ALAR) Q3 2025: AI Customer Revenue Surges 84%, Margin Compression Signals Land-Grab Strategy
  November 26, 2025 · ALAR
• URBN (URBN) Q3 2026: Nuuly Subscribers Jump 40%, Apparel Rental Drives Diversification Payoff
  November 26, 2025 · URBN
• CleanSpark (CLSK) Q4 2025: $460M Buyback and 55% Margins Fuel AI Data Center Pivot
  November 26, 2025 · CLSK
• Cheetah Mobile (CMCM) Q3 2025: AI Segment Hits 151% Growth, Now Half of Revenue
  November 26, 2025 · CMCM