Latest Earnings Analysis

• Dollar Tree (DLTR) Q2 2025: Multi-Price Comp Drives 6.5% Growth as Higher-Income Shoppers Fuel Share Gains
  September 03, 2025 · DLTR
• EcoWave Power (WAVE) Q2 2024: Operating Costs Fall 1.6% as Turnkey Project Model Nears Launch
  September 03, 2025 · WAVE
• Daktronics (DAKT) Q4 2025: Backlog Up 17%, Transformation Drives Margin and Cash Flow Gains
  September 03, 2025 · DAKT
• Zscaler (ZS) Q4 2025: ARR Surpasses $3B as Zero Trust Everywhere Adoption Accelerates
  September 02, 2025 · ZS
• MDBH Q2 2025: Product Mix Shift Drives Expansion Beyond Life Sciences
  September 02, 2025 · MDBH
• NIO (NIO) Q2 2025: Vehicle Margin to 16–17% in Q4 as L90, ES8 Ramp Drives Break-Even Push
  September 02, 2025 · NIO
• CrowdStrike (CRWD) Q2 2026: Falcon Flex Adds $180M ARR, Cementing Platform Expansion Path
  September 02, 2025 · ASO
• SIG Q2 2026: Lab-Grown Diamond Fashion Doubles to 14% Mix, Fueling Assortment Shift
  September 02, 2025 · SIG
• Cool Company (CLCO) Q2 2025: LNG Upgrade Premiums Add $5,000/Day as Backlog Shields Against Spot Weakness
  August 31, 2025 · CLCO
• Alibaba (BABA) Q1 2026: AI Cloud Revenue Jumps 26%, QuickCommerce Hits 300M MAUs
  August 31, 2025 · BABA
• Lotus Technology (LOT) Q2 2025: Deliveries Down 49% as Hyper-Hybrid and One Lotus Integration Take Center Stage
  August 29, 2025 · LOT
• Frontline (FRO) Q2 2025: Spot Cash Generation Potential Rises 64% Amid Tight Fleet Supply
  August 29, 2025 · FRO
• Ollie’s (OLLI) Q2 2025: 29 New Stores Drive 17% Unit Growth, Loyalty Flywheel Accelerates
  August 29, 2025 · OLLI
• Lanvin Group (LANV) Q1 2025: Revenue Down 22% as Creative Transitions Reshape Brand Trajectory
  August 29, 2025 · LANV
• CHA Q2 2025: Overseas GMV Jumps 77% as Premium Brand Strategy Outpaces Subsidy War
  August 29, 2025 · CHA
• Autodesk (ADSK) Q2 2026: Operating Margin Expands 140bps as Cloud and AI Initiatives Drive Durable Growth
  August 29, 2025 · ADSK
• Carls Med (CARL) Q2 2025: Surgeon Base Jumps 72%, Setting Stage for Platform Expansion
  August 29, 2025 · CARL
• Malibu Boats (MBUU) Q4 2025: Gross Margin Doubles to 15.8% as Inventory and Tariff Pressures Persist
  August 29, 2025 · MBUU
• Ambarella (AMBA) Q2 2026: IoT Powers 50% Revenue Surge, Edge AI Breadth Drives Guidance Hike
  August 29, 2025 · AMBA
• Ulta Beauty (ULTA) Q2 2025: Marketplace Launch and 24 New Brands Drive 6.7% Comp Surge
  August 29, 2025 · ULTA
• Affirm (AFRM) Q4 2025: 0% Loan Volume Doubles as Merchant Adoption Hits 7%
  August 29, 2025 · AFRM
• Marvell (MRVL) Q2 2026: AI Pipeline Swells to $75B as Optics and Custom Drive Mix Shift
  August 28, 2025 · MRVL
• SentinelOne (S) Q2 2026: Flex Model Fuels 40% Net New ARR Upside as AI Platform Expands
  August 28, 2025 · S
• Petco (WOOF) Q2 2025: Gross Margin Expands 120bps as Store-Led Reset Gains Traction
  August 28, 2025 · WOOF
• Dell (DELL) Q2 2026: AI Server Backlog Swells to $11.7B, Powering Upgraded $20B Shipment Target
  August 28, 2025 · DELL
• Banco Macro (BMA) Q2 2025: Net Income Surges 209% as NIMs Peak, Margin Pressure Ahead
  August 28, 2025 · BMA
• IREN Q4 2025: Bitcoin Mining Capacity to Double, AI Cloud Revenue Hits $3.1M as Expansion Accelerates
  August 28, 2025 · IREN
• MongoDB (MDBH) Q2 2026: Atlas Accelerates 29% as Enterprise Workloads Drive Durable Growth
  August 28, 2025 · MDBH
• JG Q2 2025: EngageLab Revenue Jumps 67%, Anchoring First-Ever Net Profit Milestone
  August 28, 2025 · JG
• TD (TD) Q3 2025: U.S. Retail ROE Up 140bps Amid $18B Loan Runoff and Restructuring
  August 28, 2025 · TD
• NetApp (NTAP) Q1 2026: Public Cloud Gross Margin Rises to 80.1%, Signaling Durable Profit Expansion
  August 28, 2025 · NTAP
• Dick’s Sporting Goods (DKS) Q2 2025: House of Sport Openings to Jump 59% as Foot Locker Integration Nears
  August 28, 2025 · DKS
• Lucky Strike (LUCK) Q4 2025: Water Parks Acquisition Adds 1.5M Guests, Ignites Diversification Strategy
  August 28, 2025 · LUCK
• Build-A-Bear (BBW) Q2 2025: Partner-Operated Units Reach 25% of Footprint, Driving Global Expansion
  August 28, 2025 · BBW
• Phibro (PAHC) Q4 2025: Animal Health Surges 53% as Zoetis Integration Drives Margin Expansion
  August 28, 2025 · PAHC
• Bath & Body Works (BBWI) Q2 2025: $85M Tariff Headwind Spurs Digital, Distribution, and Brand Revamp
  August 28, 2025 · BBWI
• Li Auto (LI) Q2 2025: 13.4% Market Share Signals BEV and AI Bet Amid Margin Stability
  August 28, 2025 · LI
• Burlington (BURL) Q2 2025: Operating Margin Expands 120bps as Burlington 2.0 Drives Comp Growth
  August 28, 2025 · BURL
• Hormel Foods (HRL) Q3 2025: Commodity Inflation Drives 400bps Margin Squeeze Despite 6% Organic Sales Growth
  August 28, 2025 · HRL
• Dollar General (DG) Q2 2025: Shrink Reduction Delivers 137bps Margin Gain, Accelerating Cash Flow
  August 28, 2025 · DG
• Victoria’s Secret (VSCO) Q2 2025: International Sales Surge 22% as Brand Momentum Accelerates
  August 28, 2025 · VSCO
• Nvidia (NVDA) Q2 2026: Blackwell Drives 56% Data Center Surge, Annualized Networking Tops $10B
  August 28, 2025 · SERV
• Movado Group (MOV) Q2 2026: Licensed Brands Surge 9.5% as Swiss Tariffs Drive Inventory Pull-Forward
  August 28, 2025 · MOV
• Genesco (GCO) Q2 2026: Journeys 4.0 Remodels Drive 25%+ Comp Lift, Expanding Premium Footwear Reach
  August 28, 2025 · GCO
• CNF (CNF) Q1 2025: Loan Origination Plunges 85% as Asset Quality Takes Priority
  August 28, 2025 · CNF
• Greif (GEF) Q3 2025: $1.75B Divestiture Unlocks Capital as Portfolio Shift Accelerates
  August 28, 2025 · GEF
• Best Buy (BBY) Q2 2026: Vendor Labor Up 20%, Expanding In-Store Differentiation
  August 28, 2025 · BBY
• CIBC (CM) Q3 2025: Net Income Climbs 11% as Margin Expansion and Fee Growth Drive Outperformance
  August 28, 2025 · CM
• Baozun (BZUN) Q2 2025: Brand Management Revenue Jumps 23% as Margin Focus Deepens
  August 28, 2025 · BZUN
• EDAP (EDAP) Q2 2025: HIFU Revenue Surges 77% as Focal One Adoption Hits Inflection
  August 28, 2025 · EDAP