Latest Earnings Analysis

• IceCure Medical (ICCM) Q3 2025: FDA Breast Cancer Authorization Unlocks 200,000-Patient U.S. Market
  November 26, 2025 · ICCM
• NetApp (NTAP) Q2 2026: Cloud Storage Gross Margin Hits 83%, Accelerating Shift to High-Value Mix
  November 26, 2025 · NTAP
• GameHouse (GMHS) Q1 2026: DTC Mix Rises to 16%, Unlocking Margin Upside
  November 26, 2025 · GMHS
• Ambarella (AMBA) Q3 2026: Edge AI Revenue Hits 80% of Total, ASPs Climb 20% as Product Mix Shifts
  November 26, 2025 · AMBA
• PagerDuty (PD) Q3 2026: Operating Margin Expands to 29% as Usage Model Shift Counters Seat Compression
  November 26, 2025 · PD
• Pony AI (PONY) Q3 2025: Robotaxi Revenue Surges 90% as Gen 7 Hits Citywide Breakeven
  November 26, 2025 · PONY
• NOAH (NOAH) Q3 2025: Investment Product Revenue Mix Hits 28% as AI and Global Platform Drive Strategic Shift
  November 26, 2025 · NOAH
• Dell (DELL) Q3 2026: AI Server Orders Hit $12.3B, Backlog Swells as Infrastructure Demand Accelerates
  November 26, 2025 · DELL
• Autodesk (ADSK) Q3 2026: Direct Revenue Jumps 85% as Cloud and AI Drive Platform Expansion
  November 26, 2025 · ADSK
• Workday (WDAY) Q3 2026: AI Products Add 1.5 Points to ARR, Accelerating Platform Adoption
  November 26, 2025 · WDAY
• Petco (WOOF) Q3 2025: Operating Margin Expands 170bps as Services Outpace Retail Headwinds
  November 26, 2025 · WOOF
• ATAT Q3 2025: Retail GMV Soars 75%, Accelerating Brand-Led Diversification
  November 26, 2025 · ATAT
• Senstar Technologies (SNT) Q3 2025: North America Jumps to 51% of Sales, Margin Profile Holds Amid Consulting Spend
  November 26, 2025 · SNT
• NIO (NIO) Q3 2025: Vehicle Margin Jumps to 14.7% as High-End Mix Expands
  November 26, 2025 · NIO
• BZUN Q3 2025: BBM Revenue Jumps 20% as Brand Momentum Drives Margin Expansion
  November 26, 2025 · BZUN
• Zscaler (ZS) Q1 2026: AI Security ARR Surges Past $400M, Accelerating Platform Adoption
  November 26, 2025 · ZS
• Nutanix (NTNX) Q1 2026: Revenue Guidance Cut by $80M as Deferred Bookings Reshape Outlook
  November 26, 2025 · NTNX
• HP (HPQ) Q4 2025: $1B AI Cost Savings Targeted Amid 30% AIPC Penetration and Memory Headwinds
  November 26, 2025 · HPQ
• Arrowhead (ARWR) Q4 2025: $829M Partner Revenue Sets Stage for First Commercial Launch and Pipeline Acceleration
  November 26, 2025 · ARWR
• PennantPark Investment (PNNT) Q4 2025: $10.8M Investment Loss Underscores Equity Rotation Urgency
  November 25, 2025 · PNNT
• PennantPark Floating Rate Capital (PFLT) Q4 2025: $250M Portfolio Acquisition and JV Scale Set Stage for NII Upside
  November 25, 2025 · PFLT
• Kohl’s (KSS) Q3 2025: Proprietary Brands Drive 500bps Core Card Reengagement, Setting Up Value-Led Holiday
  November 25, 2025 · KSS
• SJM Q2 2026: Café Bustelo Surges 41% as Coffee Pricing Powers Top-Line Resilience
  November 25, 2025 · SJM
• WeRide (WRD) Q3 2025: RoboTaxi Revenue Soars 761% as Global Driverless Permits Accelerate Deployment
  November 25, 2025 · WRD
• MDB Capital Holdings (MDBH) Q3 2025: Pipeline Expands With 2 Launches in One Quarter, Targeting 3–5 Annually
  November 25, 2025 · MDBH
• StealthGas (GASS) Q3 2025: Debt Falls to Zero as $350M Repaid, Cash Set to Top $100M
  November 25, 2025 · GASS
• Burlington Stores (BURL) Q3 2025: Margin Expands 60bps as New Store Openings Accelerate to 110 in 2026
  November 25, 2025 · BURL
• Alibaba (BABA) Q3 2026: Cloud Revenue Jumps 34% as AI Demand Outpaces Supply
  November 25, 2025 · BABA
• Titan Machinery (TITN) Q3 2026: Inventory Reduction Target Raised 50% as Margin Recovery Gains Traction
  November 25, 2025 · TITN
• StoneX (SNEX) Q4 2025: RJO Synergies Drive $85M Net Income as Integration Outpaces Plan
  November 25, 2025 · SNEX
• Alico (ALCO) Q4 2025: Land Sales Top $23.8M as Citrus Exit Unlocks Balance Sheet Strength
  November 25, 2025 · ALCO
• BOSC Q3 2025: International Defense Sales Jump 24% as Overseas Expansion Accelerates
  November 25, 2025 · BOSC
• Movado Group (MOV) Q3 2026: U.S. Sales Jump 6.9% as Brand Innovation Drives Margin Upside
  November 25, 2025 · MOV
• Anavex (AVXL) Q4 2025: 17.8 Months Functional Delay in Alzheimer’s Drives EMA Re-Examination Push
  November 25, 2025 · AVXL
• YRD Q3 2025: Loan Origination Jumps 51% as AI Drives Efficiency in Risk Environment
  November 25, 2025 · YRD
• Clearfield (CLFD) Q4 2025: Gross Margin Jumps 8 Points as Nestor Divestiture Refocuses Core
  November 25, 2025 · CLFD
• Dick’s Sporting Goods (DKS) Q3 2025: $500M–$750M Foot Locker Cleanup Signals Strategic Reset for 2026
  November 25, 2025 · DKS
• Fluence Energy (FLNC) Q4 2025: $1.4B Orders Fuel 85% Revenue Backlog Coverage for FY26
  November 25, 2025 · FLNC
• Analog Devices (ADI) Q4 2025: Free Cash Flow Margin Hits 39% as AI and Data Center Demand Drive Segment Rebound
  November 25, 2025 · ADI
• Abercrombie & Fitch (ANF) Q3 2025: Hollister Delivers 16% Growth as Tariff Headwinds Persist
  November 25, 2025 · ANF
• Amentum (AMTM) Q4 2025: 1.2x Book-to-Bill Signals Sustained Contract Momentum
  November 25, 2025 · AMTM
• JFIN Q3 2025: Repeat Borrowers Drive 78.6% of Volume as Regulation Tightens Margins
  November 25, 2025 · JFIN
• Zhihu (ZH) Q3 2025: AI Penetration Quadruples to 15%, Catalyzing Content Ecosystem Shift
  November 25, 2025 · ZH
• Copa Holdings (CPA) Q3 2025: Operating Margin Expands 2.9 Points as Cost Control Anchors Profitability
  November 25, 2025 · CPA
• Central Garden & Pet (CENT) Q4 2025: Gross Margin Expands 310bps as Cost Discipline Outpaces Tariff Headwinds
  November 25, 2025 · CENT
• Tuya (TUYA) Q3 2025: AI Devices Hit 94% of Shipments, Setting Stage for Platform Shift
  November 25, 2025 · TUYA
• Woodward (WWD) Q4 2025: Aerospace Margins Expand 520bps as Aftermarket Mix Shifts
  November 25, 2025 · WWD
• Semtech (SMTC) Q3 2026: Data Center Revenue Jumps 30% as Portfolio Shift Accelerates
  November 25, 2025 · SMTC
• Symbotic (SYM) Q4 2025: $22.5B Backlog Anchors Next-Gen Margin Expansion Trajectory
  November 25, 2025 · SYM
• Keysight (KEYS) Q4 2025: Orders Surge 14% as AI Infrastructure and Acquisitions Fuel Growth Trajectory
  November 25, 2025 · KEYS