Latest Earnings Analysis

• Global Water Resources (GWRS) Q1 2025: Active Connections Up 4.3% as Arizona Growth Offsets Permit Decline
  July 03, 2025 · GWRS
• STE Q4 2025: Tariffs Add $30M Headwind as Healthcare Backlog and Margin Expansion Drive 2026 Setup
  July 03, 2025 · STE
• Crescent Capital BDC (CCAP) Q1 2025: Non-Accruals Rise to 3.5%, Testing Portfolio Resilience
  July 03, 2025 · CCAP
• OSI Systems (OSIS) Q3 2025: Backlog Tops $1.8B, Diversified Orders Drive Multi-Year Visibility
  July 03, 2025 · OSIS
• Cango (CANG) Q1 2025: Bitcoin Mining Drives 99% Revenue, Concentration Risk Surfaces Amid 50EH Expansion
  July 03, 2025 · CANG
• Stardust Power (SDST) Q1 2025: $3.8M Net Loss Highlights Pre-Production Ramp Ahead of FID Milestone
  July 03, 2025 · SDST
• Nextracker (NXT) Q4 2025: Backlog Surges Past $4.5B as Platform Expansion Accelerates
  July 03, 2025 · NXT
• DLocal (DLO) Q1 2025: TPV Soars 53%, Automation and AI Fuel Margin Leverage
  July 03, 2025 · DLO
• DXC (DXC) Q4 2025: Bookings Surge 24% in Second Half, Lifting Backlog but Revenue Turnaround Lags
  July 03, 2025 · DXC
• Spire Global (SPIR) Q1 2025: $100M Cash Infusion and Maritime Exit Reshape Path to Profitability
  July 03, 2025 · SPIR
• NFE (NFE) Q1 2025: Jamaica Sale Nets $430M Gain, Unlocks Balance Sheet Reset
  July 03, 2025 · NFE
• Codexis (CDXS) Q1 2025: Product Gross Margin Climbs to 55% as Ecosynthesis Platform Gains Commercial Traction
  July 03, 2025 · CDXS
• Cellcuity (CELC) Q1 2025: R&D Spend Jumps 56% as Pivotal Victoria 1 Data Nears
  July 03, 2025 · CELC
• Boot Barn (BOOT) Q4 2025: Exclusive Brand Penetration Rises 190bps, Outpacing Tariff Headwinds
  July 03, 2025 · BOOT
• TMC (TMC) Q1 2025: $37M Capital Raise Unlocks U.S. Deep Sea Mining Pathway
  July 03, 2025 · TMC
• Be Light Bio (BLTE) Q1 2025: DRAGON Phase 3 DSMB Endorsement Signals Regulatory Momentum
  July 03, 2025 · BLTE
• Ibotta (IBTA) Q1 2025: Third-Party Publisher Revenue Jumps 38% as CPID Model Gains Traction
  July 03, 2025 · IBTA
• NUTX Q1 2025: Arbitration Drives 240% Hospital Revenue Surge, Expands Cash for Growth
  July 03, 2025 · NUTX
• Everest Construction Group (ECG) Q1 2025: Backlog Surges 41%, Secular Demand Drives E&M Growth
  July 03, 2025 · ECG
• Tower Semiconductor (TSEM) Q1 2025: RF Infrastructure Jumps to 22% of Revenue, Fueling Margin Upside
  July 03, 2025 · TSEM
• AFCG Q1 2025: Pipeline Grows to $287M Amid Selective Lending and Credit Headwinds
  July 03, 2025 · AFCG
• TWFG (TWFG) Q1 2025: Adjusted EBITDA Margin Expands to 22.6% as Branch Growth Outpaces Pre-Disruption Levels
  July 03, 2025 · TWFG
• DAC Q1 2025: Contracted Revenue Backlog Climbs to $3.7B, Locking in 99% Charter Coverage
  July 03, 2025 · DAC
• Nexen (NEXN) Q1 2025: CTV Jumps to 37% of Programmatic Revenue, Powering Margin Expansion
  July 03, 2025 · NEXN
• SimilarWeb (SMWB) Q1 2025: 19% Customer Growth Drives AI Product Expansion
  July 03, 2025 · SMWB
• Waldencast (WALD) Q1 2025: Milk Makeup US Retail Climbs 9% Despite 15% Brand Revenue Drop
  July 03, 2025 · WALD
• Riskified (RSKD) Q1 2025: New Product Revenue Soars 190%, Diversification Strategy Accelerates
  July 03, 2025 · RSKD
• Kornit Digital (KRNT) Q1 2025: Recurring Revenue Surges to 80% as Apollo and AIC Drive Apparel Supply Chain Shift
  July 03, 2025 · KRNT
• Superior Plus (SPB) Q1 2025: Route Optimization and 24M Gallon Volume Surge Signal Operating Leverage Inflection
  July 03, 2025 · SPB
• Alico (ALCO) Q2 2025: Land Sale Outlook Jumps 150% as Citrus Wind-Down Reshapes Balance Sheet
  July 03, 2025 · ALCO
• ADC Therapeutics (ADCT) Q1 2025: Lotus 7 Response Rate Hits 95.5%, Accelerating Compendia Path
  July 03, 2025 · ADCT
• Cellebrite (CLBT) Q1 2025: Guardian ARR Surges 100%+ as Cloud and Defense Tailwinds Offset Federal Lull
  July 03, 2025 · CLBT
• Smith Douglas Homes (SDHC) Q1 2025: Closings Jump 19% as Incentives Power Demand Amid Margin Compression
  July 03, 2025 · SDHC
• Kamada (KMDA) Q1 2025: EBITDA Jumps 54% as Portfolio Diversity Fuels Profitable Growth
  July 03, 2025 · KMDA
• United Homes Group (UHG) Q1 2025: Newly Designed Homes Drive 24% Margin in Backlog, Offsetting Volume Weakness
  July 03, 2025 · UHG
• ARS Pharmaceuticals (SPRY) Q1 2025: NEFI Coverage Doubles to 57%, Tipping Point for Needle-Free Epinephrine
  July 03, 2025 · SPRY
• Scholar Rock (SRRK) Q1 2025: Priority Review Sets Up Epidegromab’s Q3 Launch for 35,000 SMA Patients
  July 03, 2025 · SRRK
• Dynatrace (DT) Q4 2025: Logs Consumption Surges 100%, Cementing Platform-Led Growth Model
  July 03, 2025 · DT
• Endava (DAVA) Q3 2025: Large Client Spend Jumps 28% Amid Deal Conversion Slowdown
  July 03, 2025 · DAVA
• Lux Experience (MYTE) Q3 2025: Top Customer Spend Jumps 17.9%, Fueling Margin Expansion
  July 03, 2025 · MYTE
• Nyxoah (NYXH) Q1 2025: U.S. Commercial Team Doubles as FDA Approval Nears
  July 03, 2025 · NYXH
• European Wax Center (EWCZ) Q1 2025: 75% WaxPass Mix Signals Core Guest Stability as Closures Persist
  July 03, 2025 · EWCZ
• Bitfarms (BITF) Q1 2025: $300M Macquarie Facility Fuels HPC Pivot, U.S. Power Portfolio Hits 70%
  July 03, 2025 · BITF
• Diametica (DMAC) Q1 2025: R&D Spend Jumps 54% as Preeclampsia and Stroke Trials Accelerate
  July 03, 2025 · DMAC
• CAE (CAE) Q4 2025: $20.1B Backlog Up 65% Powers Cash Flow and Margin Expansion
  July 03, 2025 · CAE
• GlobalE (GLBE) Q1 2025: GMV Up 34% as Tariff Volatility Spurs Merchant Demand for Complexity Solutions
  July 03, 2025 · GLBE
• Sonara MedTech (SMTI) Q1 2025: Distributor Network Expands 60%, Fueling Early-Stage Penetration Strategy
  July 03, 2025 · SMTI
• Double Down Interactive (DDI) Q1 2025: SuperNation iGaming Jumps 59% as Social Casino Faces Tough Comps
  July 03, 2025 · DDI
• ICG (ICG) Q1 2025: Aleo Miners Drive 78% Revenue Jump, Margin Surges to 56.9%
  July 03, 2025 · ICG
• Borr Drilling (BORR) Q2 2025: Active Rig Count Jumps 38%, Setting Up Coverage Surge
  July 03, 2025 · BORR