Latest Earnings Analysis

• Tower Semiconductor (TSEM) Q3 2025: Silicon Photonics Run Rate Hits $320M, Unlocking 3X Capacity Expansion
  November 10, 2025 · TSEM
• CEVA (CEVA) Q3 2025: Dynamic Quantization Delivers 4x Efficiency Gain for Edge AI
  November 10, 2025 · CEVA
• Instacart (CART) Q3 2025: Ads Revenue Growth Slows to 6–9% as Macro Headwinds Hit Large Brands
  November 10, 2025 · CART
• Townsquare Media (TSQ) Q3 2025: Digital Revenue Hits 55% as Remnant Ad Declines Cut Guidance
  November 10, 2025 · TSQ
• Prenetics (PRE) Q3 2025: IMA Revenue Soars 568% as Global DTC Expansion Drives 80% Subscription Rate
  November 10, 2025 · PRE
• FNF Q3 2025: Commercial Title Revenue Jumps 34%, Unlocking Multi-Segment Margin Upside
  November 10, 2025 · FNF
• CBAT Q3 2025: Raw Materials Revenue Jumps 144% as Battery Expansion Nears 6GWh
  November 10, 2025 · CBAT
• ARS Pharmaceuticals (SPRY) Q3 2025: NEFI U.S. Revenue Jumps 2.5x, DTC and Global Expansion Set Stage for 2026
  November 10, 2025 · SPRY
• Akebia (AKBA) Q3 2025: Prescribing Access Expands 7x, Setting Up 2026 Inflection
  November 10, 2025 · AKBA
• CCU (CCU) Q3 2025: Chile EBITDA Margin Expands 41bps Amid Argentina Price Compression
  November 10, 2025 · CCU
• Atlanta Braves Holdings (CHH) Q3 2025: Mixed-Use Revenue Jumps 56%, Diversifying Beyond Game Day
  November 10, 2025 · CHH
• UMAC (UMAC) Q3 2025: Enterprise Revenue Surges Past 50% as $16M Orders Signal B2B2G Inflection
  November 10, 2025 · UMAC
• Altice USA (ATUS) Q3 2025: Gross Margin Hits 69.7% as Video Decline Reshapes Profit Model
  November 10, 2025 · ATUS
• AEVA (AEVA) Q3 2025: $100M Apollo Capital Infusion Accelerates OEM Production Ramp
  November 10, 2025 · AEVA
• Pacira Biosciences (PCRX) Q3 2025: Expirel Volumes Up 9% as GPO Strategy Drives Market Penetration
  November 10, 2025 · PCRX
• Renew (RNW) Q2 2026: Manufacturing EBITDA Jumps to ₹8.6B, Driving Upward Guidance Revision
  November 10, 2025 · RNW
• Heritage Global (HGBL) Q3 2025: M&A Pipeline Drives Capital Allocation as $7.5M Buyback Authorized
  November 09, 2025 · HGBL
• Kingstone (KINS) Q3 2025: Net Investment Income Jumps 52% as Select Product Drives Margin Strength
  November 09, 2025 · KINS
• Viasat (VSAT) Q2 2026: Backlog Jumps 31% as Mobility and Defense Awards Accelerate
  November 08, 2025 · VSAT
• NOG (NOG) Q3 2025: $300M Liquidity Surge Sets Stage for Opportunistic Growth
  November 07, 2025 · NOG
• Franklin Resources (BEN) Q4 2025: Alternatives Fundraising Target Raised to $30B as Platform Diversifies
  November 07, 2025 · BEN
• American Healthcare REIT (AHR) Q3 2025: Same-Store NOI Jumps 16.4% as RIDEA Segments Hit 90% Occupancy
  November 07, 2025 · AHR
• HE (HE) Q3 2025: $500M Debt Issuance Boosts Liquidity as Wildfire Settlement Nears Approval
  November 07, 2025 · HE
• Petrobras (PBR) Q3 2025: Oil and Gas Output Surges 17% as CapEx Acceleration Drives Production Records
  November 07, 2025 · PBR
• Endeavour Silver (EXK) Q3 2025: Revenue Doubles as Terranera Ramps, But Derivative Losses Cloud Path to Free Cash Flow
  November 07, 2025 · EXK
• Morgan Stanley Direct Lending (MSDL) Q3 2025: New Commitments Jump 23% as M&A Pipeline Builds
  November 07, 2025 · MSDL
• Delek Logistics (DKL) Q3 2025: Gathering & Processing EBITDA Jumps 51% on Permian Expansion
  November 07, 2025 · DKL
• TDS (TDS) Q3 2025: $500M Buyback and 1M Fiber Milestone Signal Capital Reset
  November 07, 2025 · TDS
• Palomar Holdings (PLMR) Q3 2025: Gross Written Premium Surges 44% as Diversification Accelerates Palomar 2X Path
  November 07, 2025 · PLMR
• Opal Fuels (OPAL) Q3 2025: RNG Production Climbs 30% as Downstream Expansion Gains Priority
  November 07, 2025 · OPAL
• Mercer International (MERC) Q3 2025: $20M Inventory Impairment Underscores Prolonged Pulp Price Pressure
  November 07, 2025 · MERC
• MarketAxess (MKTX) Q3 2025: Portfolio Trading ADV Jumps 20% as Protocol Expansion Accelerates
  November 07, 2025 · MKTX
• Camden Property Trust (CPT) Q3 2025: $50M Buyback at 30% NAV Discount Signals Aggressive Capital Pivot
  November 07, 2025 · CPT
• Barings BDC (BBDC) Q3 2025: Barings-Originated Portfolio Climbs to 95%, Signaling Strategic Asset Rotation
  November 07, 2025 · BBDC
• KKR (KKR) Q3 2025: $43B Fundraising Surges, Elevating Credit and Insurance Economics
  November 07, 2025 · KKR
• Wheaton Precious Metals (WPM) Q3 2025: 22% Production Surge Drives Record Cash Flow, Expands Streaming Growth Path
  November 07, 2025 · WPM
• Pampa Energía (PAM) Q3 2025: Oil EBDA Jumps 40% as Rincón de Aranda Ramps, Margin Levers Activate
  November 07, 2025 · PAM
• Nature’s Sunshine (NATR) Q3 2025: Digital Sales Surge 52%, Unlocking Recurring Revenue Leverage
  November 07, 2025 · NATR
• Innodata (INOD) Q3 2025: $68M Pre-Training Data Wins Signal Transformative AI Growth
  November 07, 2025 · INOD
• American Axle (AXL) Q3 2025: Driveline Margins Hit 14.9% as ICE Tailwind and Onshoring Shape Outlook
  November 07, 2025 · AXL
• IFS (IFS) Q3 2025: Double-Digit Wealth and Insurance Growth Drives 81% Net Income Surge Despite Rutas de Lima Impact
  November 07, 2025 · IFS
• Gray Television (GTN) Q3 2025: $17M Expense Beat, M&A and Local Content Set Stage for 2026
  November 07, 2025 · GTN
• Granite Ridge (GRNT) Q3 2025: Operated Partnerships Drive 27% Production Surge, Liquidity Climbs to $422M
  November 07, 2025 · GRNT
• Galeano Gold (GAU) Q3 2025: Secondary Crusher Boosts Throughput 13% as Abore Drilling Expands
  November 07, 2025 · GAU
• Banco de Chile (BCH) Q3 2025: Customer Income Climbs 5.4% as Loan Book Tilts Toward Mortgages
  November 07, 2025 · BCH
• Duke Energy (DUK) Q3 2025: Capital Plan Rises to $105B as Large-Load Deals Drive Durable Growth
  November 07, 2025 · DUK
• Huntsman (HUN) Q3 2025: $100M Cost Program Drives Margin Defense Amid Persistent Global Weakness
  November 07, 2025 · HUN
• Sunstone Hotel (SHO) Q3 2025: Ancillary Revenue Lifts Margins as Asset Recycling Tops $600M
  November 07, 2025 · SHO
• Sylvamo (SLVM) Q3 2025: $5B Brazil Forest Valuation Underscores Supply Chain Edge
  November 07, 2025 · SLVM
• Stagwell (STGW) Q3 2025: Marketing Cloud Net Revenue Soars 138% as Tech Pivot Accelerates
  November 07, 2025 · STGW