Latest Earnings Analysis

• Alarm Technologies (ALAR) Q2 2025: $3M AI Project Drives 78% Revenue Upside, Margin Compression Signals Infrastructure Pivot
  August 28, 2025 · ALAR
• Pure Storage (PSTG) Q2 2026: Hyperscaler Win Sets Path to 10+ Exabyte Deployments
  August 28, 2025 · PSTG
• Domo (DOMO) Q2 2026: Consumption ARR Hits 75%, Unlocking AI and Partner-Led Expansion
  August 28, 2025 · DOMO
• Nutanix (NTNX) Q4 2025: Free Cash Flow Margin Hits 30% as Large Deal Momentum Builds
  August 28, 2025 · NTNX
• NOAH (NOAH) Q2 2025: Investment Product Revenue Soars 92% as Offshore Wealth Mix Accelerates
  August 28, 2025 · NOAH
• Trip.com (TCOM) Q2 2025: Inbound Bookings Surge 100% as China Travel Reopens
  August 28, 2025 · TCOM
• Cooper Companies (COO) Q3 2025: MyDay Fitting Sets Surge 50%, Positioning for Daily SiHy Share Rebound
  August 28, 2025 · COO
• CrowdStrike (CRWD) Q2 2026: Falcon Flex Drives 40% Net New ARR Acceleration Into H2
  August 28, 2025 · CRWD
• Keytronic (KTCC) Q4 2025: 800 Jobs Cut and $32.7M Liability Reduction Signal Hard Reset for Growth
  August 28, 2025 · KTCC
• Veeva Systems (VEEV) Q2 2026: Vault CRM Wins Climb to 9 Top-20 Pharma, Unlocking Commercial Cloud Runway
  August 28, 2025 · VEEV
• Snowflake (SNOW) Q2 2026: Azure Growth Hits 40%, AI Adoption Drives Customer Expansion
  August 28, 2025 · SNOW
• Nvidia (NVDA) Q2 2026: Blackwell Drives 17% Sequential Platform Growth, Extending AI Infrastructure Lead
  August 28, 2025 · NVDA
• Urban Outfitters (URBN) Q2 2026: Nuuly Subscribers Jump 48%, Apparel Rental Scale Drives Margin Upside
  August 28, 2025 · URBN
• HP (HPQ) Q3 2025: AIPC Mix Surges Past 25%, Accelerating Premium PC Strategy
  August 27, 2025 · HPQ
• Five Below (FIVE) Q2 2025: 12.4% Comp Surge Signals Broad-Based Customer Momentum
  August 27, 2025 · FIVE
• Agilent (A) Q3 2025: Tariff Costs Jump $70M as Ignite Drives 6.1% Core Growth Momentum
  August 27, 2025 · A
• Tuya (TUYA) Q2 2025: 127% Operating Profit Growth Signals Durable Leverage Amid Tariff Turbulence
  August 27, 2025 · TUYA
• AGEN Q2 2025: $75M Zydus Deal Reshapes Balance Sheet and Accelerates CRC Trial Path
  August 27, 2025 · AGEN
• Kohl’s (KSS) Q2 2025: Proprietary Brand Penetration Lifts Margin by 30bps Amid -4% Comp Decline
  August 27, 2025 · KSS
• Rex American Resources (REX) Q2 2025: Corn Oil Volumes Jump 14% as Carbon Capture Spend Hits $127M
  August 27, 2025 · REX
• SJM Q1 2026: Coffee Pricing Jumps to Mid-20% as Tariffs Drive Portfolio Recalibration
  August 27, 2025 · SJM
• Williams-Sonoma (WSM) Q2 2026: Tariff Exposure Doubles to 28% as Outperformance Persists
  August 27, 2025 · WSM
• Donaldson (DCI) Q4 2025: Margin Hits 16.4% as Aftermarket and Industrial Mix Drive Structural Upside
  August 27, 2025 · DCI
• TIGR Q2 2025: Client Assets Surge 36% as Hong Kong Drives High-Quality Growth
  August 27, 2025 · TIGR
• PVH (PVH) Q2 2025: Tariff Hit Climbs to $70M, Marketing Spend Ramps to Defend Brand Power
  August 27, 2025 · PVH
• Yuanbao (YB) Q2 2025: Net Margin Jumps to 28.5% as AI Drives Efficiency Gains
  August 27, 2025 · YB
• Destination XL (DXLG) Q2 2025: Private Brand Penetration Hits 56.5% as Strategic Shift Accelerates
  August 27, 2025 · DXLG
• Royal Bank of Canada (RY) Q3 2025: Capital Markets Revenue Jumps 37% as Diversification Drives Record Results
  August 27, 2025 · RY
• Photronics (PLAB) Q3 2025: FPD Revenue Jumps 14% as Advanced Display Demand Accelerates
  August 27, 2025 · PLAB
• Mastercraft (MCFT) Q4 2025: Dealer Inventory Down 31% as Premium Positioning Drives Resilience
  August 27, 2025 · MCFT
• GOMSPACE (HAFN) Q2 2025: 45% Revenue Surge Powers 18-Satellite Win, Capitalizes on Defense Demand
  August 27, 2025 · HAFN
• Zhihu (ZH) Q2 2025: Gross Margin Expands to 62.5% as AI Content Drives Engagement
  August 27, 2025 · ZH
• Abercrombie & Fitch (ANF) Q2 2025: Hollister Delivers 19% Sales Surge as Tariffs Pressure Margins
  August 27, 2025 · ANF
• MongoDB (MDB) Q2 2026: Atlas Growth Accelerates to 29% as Enterprise Workloads Drive Scale
  August 27, 2025 · MDB
• Okta (OKTA) Q2 2026: Public Sector Drives 5 of Top 10 Deals as Go-To-Market Specialization Lifts Pipeline
  August 27, 2025 · OKTA
• Ooma (OOMA) Q2 2026: Airdial Bookings Double, Lifting Business User Mix to 41%
  August 26, 2025 · OOMA
• nCino (NCNO) Q2 2026: AI Banking Advisor Adoption Jumps to 80 Customers, Fueling Platform Shift
  August 26, 2025 · NCNO
• Box (BOX) Q2 2026: Enterprise Advanced Deals Double, AI Drives Suite Adoption
  August 26, 2025 · BOX
• HDL Q2 2025: Ingredient Innovation Drives Infinite Customization Signal
  August 26, 2025 · HDL
• City Trends (CTRN) Q2 2025: Comp Sales Rise 9.2% as Inventory Efficiency and Store Remodels Accelerate Turnaround
  August 26, 2025 · CTRN
• Pearl Diver Credit Company (PDCC) Q2 2025: Portfolio Adds 4 New CLO Positions as Yield Compresses to 12.75%
  August 26, 2025 · PDCC
• GOTU Q2 2025: AI-Driven Productivity Cuts Net Loss by 50%, Unlocks 38% Enrollment ROI Surge
  August 26, 2025 · GOTU
• DAQO New Energy (DQ) Q2 2025: Cash Reserves Hold at $2.06B Despite 108% Gross Margin Decline
  August 26, 2025 · DQ
• BWLPG (EH) Q2 2025: 90% Q3 Days Fixed at $53K, Shipping Market Tightens on Trade Shifts
  August 26, 2025 · EH
• Cadeler (CDLR) Q2 2025: Backlog Holds at €2.5B Despite Hornsea C4 Loss, Fleet Expansion Drives Visibility
  August 26, 2025 · CDLR
• ECX Q2 2025: Antora Platform Drives 112% Unit Surge, Signals Global Expansion Momentum
  August 26, 2025 · ECX
• BWLPG (BEKE) Q2 2025: Spot Rates Spike to $70K as Panama Canal Bottleneck Drives Shipping Profits
  August 26, 2025 · BEKE
• ATAT Q2 2025: Retail Revenue Jumps 80% as Hotel Pipeline Hits 816, Shifting Margin Mix
  August 26, 2025 · ATAT
• BWLP (BWLP) Q2 2025: Spot Rate Surge to $70K/Day Tightens Market, Panama Canal Drives Volatility
  August 26, 2025 · BWLP
• GasLog (GASS) Q2 2025: $86M Debt Repayment Unlocks Debt-Free Fleet Amid Revenue Record
  August 25, 2025 · GASS