Latest Earnings Analysis

• Thermon (THR) Q2 2026: Backlog Jumps 17%, Data Center Pipeline Expands
  November 07, 2025 · THR
• Melco Resorts (MLCO) Q3 2025: Macau EBITDA Rises 21% as Premium Mass Initiatives Drive Post-Holiday Surge
  November 07, 2025 · MLCO
• Definitive Healthcare (DH) Q3 2025: Renewal Rates Improve as $165M RPO Signals Stabilization, Not Growth
  November 07, 2025 · DH
• Eton Pharmaceuticals (ETON) Q3 2025: Margin Set to Jump 25 Points as Product Mix Shifts
  November 07, 2025 · ETON
• Ellington Financial (EFC) Q3 2025: Securitizations Triple Pace, Fueling 12% Portfolio Expansion
  November 07, 2025 · EFC
• Amprius Technologies (AMPX) Q3 2025: Backlog Surges 83% as Defense Demand Accelerates Battery Adoption
  November 07, 2025 · AMPX
• CarGurus (CARG) Q3 2025: Marketplace Revenue Climbs 14% as AI-Driven Solutions Deepen Dealer Engagement
  November 07, 2025 · CARG
• Alarm.com (ALRM) Q3 2025: Energy Hub Drives 30% of SaaS Revenue, Sustaining 20%+ Growth
  November 07, 2025 · ALRM
• AvePoint (AVPT) Q3 2025: SaaS Mix Climbs to 76% as Platform Expansion Accelerates
  November 07, 2025 · AVPT
• Codexis (CDXS) Q3 2025: Eco Platform Contracts Jump to 11, Accelerating Oligonucleotide Manufacturing Pivot
  November 07, 2025 · CDXS
• Barfresh (BRFH) Q3 2025: Arps Dairy Acquisition Doubles Revenue Outlook for 2026
  November 07, 2025 · BRFH
• Century Aluminum (CENX) Q3 2025: Midwest Premium Jumps $575, Unlocking $30M EBITDA Tailwind
  November 07, 2025 · CENX
• Artivion (AORT) Q3 2025: Stent Graft Revenue Surges 31%, Unlocking High-Margin U.S. Growth
  November 07, 2025 · AORT
• Carl Smith (CARL) Q3 2025: 98% Revenue Surge Signals Accelerating Platform Adoption
  November 07, 2025 · CARL
• Zymeworks (ZYME) Q3 2025: $25M Milestone From J&J Underscores Platform Value, Pipeline Execution
  November 07, 2025 · ZYME
• WillScot (WSC) Q3 2025: $250M–$350M Fleet Optimization Targets 20% Real Estate Cost Cut
  November 07, 2025 · WSC
• Trade Desk (TTD) Q3 2025: Kokai Drives 26% CPA Gains, CTV and International Outpace Core
  November 07, 2025 · TTD
• Synaptics (SYNA) Q1 2026: Core IoT Revenue Jumps 74% as Astra Edge AI Launch Drives Design Wins
  November 07, 2025 · SYNA
• Solventum (SOLV) Q3 2025: 2.5% Underlying Growth Reveals Volume-Led Recovery Across Four Segments
  November 07, 2025 · SOLV
• Rackspace (RXT) Q3 2025: Private Cloud Bookings Up 5% as AI and Regulated Markets Drive Focus
  November 07, 2025 · RXT
• SEER (SEER) Q3 2025: Instrument Shipments Triple, Academic Uptake Surges Despite Funding Headwinds
  November 07, 2025 · SEER
• Sunrun (RUN) Q3 2025: Storage Attach Rate Jumps to 70%, Accelerating Recurring Value Streams
  November 07, 2025 · RUN
• MP Materials (MP) Q3 2025: NDPR Oxide Output Jumps 51% as PPA Transforms Earnings Visibility
  November 07, 2025 · MP
• Kura Sushi (KRUS) Q4 2025: Tariffs Push COGS Up 140bps, Margin Guidance Cut to 18%
  November 07, 2025 · KRUS
• LYTS Q1 2026: Lighting Segment Jumps 18%, Vertical Market Strategy Drives Share Gains
  November 07, 2025 · LYTS
• Indie Semiconductor (INDI) Q3 2025: Strategic Backlog Rises to $7.4B Amid Radar and Vision Ramp
  November 07, 2025 · INDI
• HASI (HASI) Q3 2025: $1.2B SunZia Investment Signals Shift to Large-Scale Clean Energy Projects
  November 07, 2025 · HASI
• Globus Medical (GMED) Q3 2025: EBITDA Margin Climbs to 35.3% as U.S. Spine and Nevro Integration Drive Upside
  November 07, 2025 · GMED
• Fox Factory (FOXF) Q3 2025: AAG Jumps 17%, Cost Actions Set Up Margin Recovery
  November 07, 2025 · FOXF
• Global Net Lease (GNL) Q3 2025: $2B Debt Reduction Sharpens Balance Sheet, Share Buybacks Dominate Capital Allocation
  November 07, 2025 · GNL
• JFrog (FROG) Q3 2025: Cloud Revenue Jumps 50% as Security and AI Drive Platform Expansion
  November 07, 2025 · FROG
• eXp World Holdings (EXPI) Q3 2025: International Revenue Jumps 68% as Platform Model Scales Globally
  November 07, 2025 · EXPI
• Doximity (DOCS) Q2 2026: AI-Optimized Programs Jump to 40% of Bookings, Reshaping Revenue Cadence
  November 07, 2025 · DOCS
• Diodes (DIOD) Q3 2025: AI-Driven Computing Up 17%, Offsetting Automotive Recovery Lag
  November 07, 2025 · DIOD
• Cirrus (CERS) Q3 2025: IFC Revenue Jumps 70% as Kit Model Accelerates Margin Path
  November 07, 2025 · CERS
• ASTH Q3 2025: Prospect Acquisition Doubles Revenue, But Full-Risk Transition Pushes $60M Into 2026
  November 07, 2025 · ASTH
• Arlo (ARLO) Q3 2025: Paid Accounts Jump 27% as Services Hit 57% of Revenue
  November 07, 2025 · ARLO
• Applied Optoelectronics (AAOI) Q3 2025: CATV Revenue Triples, Data Center Ramp Signals 2026 Inflection
  November 07, 2025 · AAOI
• Willdan Group (WLDN) Q3 2025: Organic Revenue Soars 20% as Data Center Electrification Drives Backlog
  November 07, 2025 · WLDN
• USA Rare Earth (USAR) Q3 2025: LCM Acquisition Adds 2,000 MT Capacity, Accelerates Magnet Supply Chain Integration
  November 07, 2025 · USAR
• Sweetgreen (SG) Q3 2025: Infinite Kitchen Sale Adds $100M Liquidity as Comp Sales Slide 9.5%
  November 07, 2025 · SG
• SanDisk (SNDK) Q1 2026: Data Center Revenue Climbs 26% as AI Drives NAND Allocation Shift
  November 07, 2025 · SNDK
• Outfront Media (OUT) Q3 2025: Transit Revenue Jumps 24% as Digital, Brand Experiences Drive Growth
  November 07, 2025 · OUT
• TransAlta (TAC) Q3 2025: Alberta Hedges Deliver 55% Price Premium as Data Center Path Extends
  November 07, 2025 · TAC
• AMN Healthcare (AMN) Q3 2025: Labor Disruption Adds $100M, Margin Floor Set for 2026 Recovery
  November 07, 2025 · AMN
• Crinetics (CRNX) Q3 2025: 70% of Early Palsonify Scripts from Community Docs Signals Broad Uptake Path
  November 07, 2025 · CRNX
• Full House Resorts (FLL) Q3 2025: American Place EBITDA Surges 16% as Ramp Drives Share Gains
  November 07, 2025 · FLL
• Tandem Diabetes Care (TNDM) Q3 2025: Pharmacy Channel Hits 5% of U.S. Sales, Unlocking Margin Upside
  November 07, 2025 · TNDM
• AbCellera (ABCL) Q3 2025: $680M Liquidity Anchors Clinical Pipeline Transition
  November 07, 2025 · ABCL
• Airbnb (ABNB) Q3 2025: Reserve Now, Pay Later Drives 70% Uptake, Igniting U.S. Booking Acceleration
  November 07, 2025 · ABNB