Latest Earnings Analysis

• Provident Financial (PROV) Q1 2026: Net Interest Margin Expands 26bps as Loan Repricing Tailwind Builds
  October 30, 2025 · PROV
• Artisan Partners (APAM) Q3 2025: Margins Expand 450bps as AUM Hits $181B Record
  October 30, 2025 · APAM
• CH Robinson (CHRW) Q3 2025: Lean AI Productivity Surges 40% as Operating Leverage Accelerates
  October 30, 2025 · CHRW
• Udemy (UDMY) Q3 2025: Subscription Revenue Jumps to 74%, Rewiring Business Model for Recurring Growth
  October 30, 2025 · UDMY
• ServiceNow (NOW) Q3 2025: AI-Driven Workflows Fuel 55X Consumption Surge, Margin Expansion Ahead
  October 30, 2025 · NOW
• Meta (META) Q3 2025: CapEx Raised to $72B as AI Compute Demand Outpaces Expectations
  October 30, 2025 · META
• MGM (MGM) Q3 2025: Macau Grows 23% as Digital Turns Cash Flow Positive
  October 30, 2025 · MGM
• Chipotle (CMG) Q3 2025: 100 Basis Point Margin Drop Signals Value-Over-Price Pivot
  October 30, 2025 · CMG
• Sprouts Farmers Market (SFM) Q3 2025: Private Label Hits 25%, Loyalty Rollout Targets Basket Pressure
  October 30, 2025 · SFM
• Shenandoah Telecommunications (SHEN) Q3 2025: Glow Fiber Revenue Jumps 41%, Margin Expansion Signals Inflection
  October 30, 2025 · SHEN
• Microsoft (MSFT) Q1 2026: Commercial RPO Jumps 51% as AI Demand Drives 80% Capacity Expansion
  October 30, 2025 · MSFT
• Boot Barn (BOOT) Q2 2026: Store Count Target Rises 33% to 1,200 on Expanded $58B TAM
  October 30, 2025 · BOOT
• Wolfspeed (WOLF) Q1 2026: Fresh Start Accounting Resets Baseline as $333M CapEx Cut Signals Leaner Era
  October 30, 2025 · WOLF
• KLA (KLAC) Q1 2026: Advanced Packaging Revenue Surges 70%, Expanding $11B Market Opportunity
  October 30, 2025 · KLAC
• BridgeBio (BBIO) Q3 2025: Dual Phase 3 Wins Drive 70%+ Technical Success, Expanding Rare Disease Pipeline
  October 30, 2025 · BBIO
• MercadoLibre (MELI) Q3 2025: Brazil Shipping Costs Down 8%, Fueling User and GMV Acceleration
  October 30, 2025 · MELI
• Vanda (VNDA) Q3 2025: FNAP Prescriptions Up 35% as Bipolar Indication Drives Commercial Surge
  October 30, 2025 · VNDA
• Spok Holdings (SPOK) Q3 2025: Software Revenue Up 5.2% as Managed Services Triple, R&D Spend Set to Rise
  October 30, 2025 · SPOK
• CBZ (CBZ) Q3 2025: Synergy Target Doubles to $50M as Markham Integration Drives Scale
  October 30, 2025 · CBZ
• COHU (COHU) Q3 2025: Recurring Revenue Climbs to 55% as AI Test Platform Gains Traction
  October 30, 2025 · COHU
• Five Point Holdings (FPH) Q3 2025: Hearthstone Lifts Assets to $3B, Expanding Fee-Based Platform
  October 30, 2025 · FPH
• Redwood Trust (PI) Q3 2025: Sequoia Loan Locks Surge 53% as Platform Scale Drives Capital Shift
  October 30, 2025 · PI
• Teladoc Health (TDOC) Q3 2025: Integrated Care Climbs 3.7% as BetterHelp Faces Insurance Pivot
  October 30, 2025 · TDOC
• AWRE Q3 2025: 33% Revenue Growth Anchored by Federal Demand and Liveness Certification Momentum
  October 30, 2025 · AWRE
• Redwood Trust (ROG) Q3 2025: Sequoia Loan Locks Surge 53% as Legacy Wind-Down Accelerates
  October 30, 2025 · ROG
• Redwood Trust (RWT) Q3 2025: Sequoia Loan Locks Surge 53%, Fueling Platform Scale-Up
  October 30, 2025 · RWT
• Vera Mobility (VRRM) Q3 2025: $963M NYC Contract Drives 28% Government Solutions Surge, Margin Reset Signals 2026 Transition
  October 30, 2025 · VRRM
• Ethan Allen (ETD) Q1 2026: Retail Order Growth Hits 5.2% as Marketing and Design Center Strategy Offsets Traffic Drop
  October 30, 2025 · ETD
• Carvana (CVNA) Q3 2025: Retail Units Jump 44% as Same-Day Delivery and Automation Redefine Scale
  October 30, 2025 · CVNA
• RSI (RSI) Q3 2025: North American Casino MAUs Surge 46%, Powering Guidance Raise
  October 30, 2025 · RSI
• Redwood Trust (MAX) Q3 2025: Sequoia Originations Surge 53% as Legacy Capital Shrinks to 25%
  October 30, 2025 · MAX
• MiMedx (MDXG) Q3 2025: Wound Sales Jump 40% as Medicare Reform Looms
  October 30, 2025 · MDXG
• Alphabet (GOOG) Q3 2025: Cloud Backlog Jumps 46% as AI Demand Redefines Growth Profile
  October 30, 2025 · GOOG
• GKOS Q3 2025: Epioxa Approval Sets $78K Rare Disease Pricing, Anchoring 2026 Growth Outlook
  October 29, 2025 · GKOS
• Align Technology (ALGN) Q3 2025: DSOs Drive 20%+ Growth Amid North America Softness
  October 29, 2025 · ALGN
• G-Bank Financial Holdings (GBFH) Q3 2025: Net Revenue Jumps 13.5% on Digital Payments Surge
  October 29, 2025 · GBFH
• OPK Q3 2025: $192M Oncology Asset Sale Reshapes Diagnostics, Fuels R&D and Buybacks
  October 29, 2025 · OPK
• NewtekOne (NEWT) Q3 2025: ALP Securitization Surges to $350M, Driving Non-Bank Lending Scale
  October 29, 2025 · NEWT
• TTMI Q3 2025: Data Center Sales Jump 44%, AI and Defense Drive 80% of Revenue
  October 29, 2025 · TTMI
• TransMedics (TMDX) Q3 2025: Logistics Revenue Climbs 35% as EU Expansion Takes Shape
  October 29, 2025 · TMDX
• Guardant Health (GH) Q3 2025: Oncology Volumes Surge 40% as SHIELD Run Rate Hits $100M
  October 29, 2025 · GH
• FormFactor (FORM) Q3 2025: Gross Margin Jumps 250bps as HBM4 Ramps, Targeting 47% Model
  October 29, 2025 · FORM
• Penske Automotive (PAG) Q3 2025: UK Cyber Hit and Freight Weakness Drive $23M EBT Drag, Diversification Softens Blow
  October 29, 2025 · PAG
• Waystar (WAY) Q3 2025: Iodine Deal Expands TAM by 15%, Accelerating AI-Driven Platform Shift
  October 29, 2025 · WAY
• Tenable (TENB) Q3 2025: Tenable One Drives 40% of New Business as Exposure Management Accelerates
  October 29, 2025 · TENB
• STEM (STEM) Q3 2025: Gross Margin Expands to 47% as Software-Centric Shift Drives Predictability
  October 29, 2025 · STEM
• FinWise Bancorp (FINW) Q3 2025: Credit Enhanced Balances Jump 183%, Unlocking Fee Income Leverage
  October 29, 2025 · FINW
• EBS Q3 2025: International MCM Sales Jump to 34%, Fueling Margin Expansion
  October 29, 2025 · EBS
• Pitney Bowes (PBI) Q3 2025: $161M Buyback Underscores Cash Flow Focus Amid Forecasting Reset
  October 29, 2025 · PBI
• CSL Q3 2025: $1.3B Buyback Target Signals Resilient Capital Deployment Amid Margin Compression
  October 29, 2025 · CSL