Latest Earnings Analysis

• REPLIMUNE (REPL) Q4 2025: RP1 Nears July PDUFA as 80% Eligible Melanoma Patients Targeted for Launch
  July 03, 2025 · REPL
• Atour (ATAT) Q1 2025: Retail Revenue Jumps 66%, Offsetting Hotel RevPAR Volatility
  July 03, 2025 · ATAT
• LiveRamp (RAMP) Q4 2025: RPO Surges 25% as Cross-Media Intelligence Drives Platform Upsell
  July 03, 2025 · RAMP
• Domo (DOMO) Q1 2026: Subscription RPO Jumps 24% as Consumption Model Fuels Durable Growth
  July 03, 2025 · DOMO
• Modine (MOD) Q4 2025: Data Center Sales Jump 119%, North America Capacity Doubles to Meet AI Demand
  July 03, 2025 · MOD
• REV Group (REVG) Q2 2025: $4.5B Backlog Anchors 2-Year Specialty Vehicle Visibility
  July 03, 2025 · REVG
• LX (LX) Q1 2025: Capital-Light Model Grows 43%, Reshaping Risk and Margin Structure
  July 03, 2025 · LX
• Dycom (DY) Q1 2026: Backlog Hits $8.1B as Fiber and Hyperscaler Awards Expand Growth Runway
  July 03, 2025 · DY
• Wix (WIX) Q1 2025: Partners Revenue Climbs 24% as AI Product Suite Expands Market Reach
  July 03, 2025 · WIX
• Toll Brothers (TOL) Q2 2025: Incentives Rise to 7% as Spec Mix Drives Margin Balance
  July 03, 2025 · TOL
• BIOX Q3 2025: $40M Cash Flow Turnaround Signals Capital Discipline Amid Biologicals Pivot
  July 03, 2025 · BIOX
• Canada Goose (GOOS) Q4 2025: Gross Margin Expands 620bps as DTC Momentum Offsets Wholesale Trough
  July 03, 2025 · GOOS
• Xpeng (XPEV) Q1 2025: Deliveries Rocket 331% as AI Vehicle Strategy Drives Margin Expansion
  July 03, 2025 · XPEV
• Cool Company (CLCO) Q1 2025: $1.6B Backlog Shields 83% of 2025 Vessel Days Amid Spot Rate Pressure
  July 03, 2025 · CLCO
• HDL Q1 2025: Delivery Revenue Jumps 38% as Margin Trade-Off Fuels Customer Expansion
  July 03, 2025 · HDL
• AUNA (AUNA) Q1 2025: Peru EBITDA Margin Expands 1.7pts as Mexico Faces Physician Integration Headwind
  July 03, 2025 · AUNA
• Baidu (BIDU) Q1 2025: AI Cloud Jumps 42%, Reshaping Core Revenue Mix
  July 03, 2025 · BIDU
• VFC Q4 2025: Gross Margin Jumps 560bps as Vans Reset Drives Portfolio Divergence
  July 03, 2025 · VFC
• Full Truck Alliance (YMM) Q1 2025: Transaction Service Revenue Jumps 51.5% as Monetization Accelerates
  July 03, 2025 · YMM
• Weibo (WB) Q1 2025: AI Search MAUs Top 30 Million, Elevating Engagement and Monetization Pathways
  July 03, 2025 · WB
• IQ (IQ) Q1 2025: Microdrama Daily Viewing Time Surges 300%, Reshaping User Engagement
  July 03, 2025 · IQ
• ZTO (ZTO) Q1 2025: Retail Parcel Volume Jumps 46% as Network Direct Linkage Drives Cost Cuts
  July 03, 2025 · ZTO
• Finvolution (FINV) Q1 2025: International Revenue Climbs 20% as Southeast Asia Outpaces China
  July 03, 2025 · FINV
• Tuya (TUYA) Q1 2025: AI Smart Solutions Drive 47% Growth, Platform Model Scales Global Reach
  July 03, 2025 · TUYA
• Qifu Technology (QFIN) Q1 2025: Share Count Drops 11% as AI-Driven Take Rate Rises
  July 03, 2025 · QFIN
• YALA (YALA) Q1 2025: Net Margin Climbs to 43%, AI-Driven User Growth Surges
  July 03, 2025 · YALA
• NOAH (NOAH) Q1 2025: Overseas Revenue Climbs to 49.5% of Total as Domestic Weakness Persists
  July 03, 2025 · NOAH
• C3.ai (AI) Q4 2025: Partner-Driven Bookings Jump 419% as Ecosystem Model Scales
  July 03, 2025 · AI
• OOMA (OOMA) Q1 2026: Airdial Partners Double to 30, Fueling Channel Expansion
  July 03, 2025 · OOMA
• Freesia (PHR) Q1 2026: Adjusted EBITDA Margin Expands to 18% as Product-Led Growth Accelerates
  July 03, 2025 · PHR
• HP (HPQ) Q2 2025: Tariff Headwinds Cut 100bps from Margin as AI PC Mix Targets 25%
  July 03, 2025 · HPQ
• Veeva (VEEV) Q1 2026: CrossX Usage Revenue Surges Over 30%, Fueling Commercial Acceleration
  July 03, 2025 · VEEV
• Pure Storage (PSTG) Q1 2026: Subscription Revenue Surges 17% as Platform Model Drives Resilience
  July 03, 2025 · PSTG
• nCino (NCNO) Q1 2026: 31% International Subscription Growth Signals Expanding Global Moat
  July 03, 2025 · NCNO
• Agilent (A) Q2 2025: Ignite Delivers $130M Profit Amid Tariff Headwinds and 70% PFAS Growth
  July 03, 2025 · A
• Nutanix (NTNX) Q3 2025: Free Cash Flow Margin Surges to 32% as Platform Expansion Accelerates
  July 03, 2025 · NTNX
• ELF (ELF) Q4 2025: $50M Tariff Exposure Forces Pricing Pivot, ROAD Acquisition Expands Global Reach
  July 03, 2025 · ELF
• SentinelOne (S) Q1 2026: AI Attach Rate Hits 25% as Platform Expansion Outpaces Legacy Mix
  July 03, 2025 · S
• Reservoir Media (RSVR) Q4 2025: $115M Deployed in Catalog Acquisitions Fuels Global Expansion
  July 03, 2025 · RSVR
• StealthGas (GASS) Q1 2025: Debt Slashed by $54M, Unlocking Cash Flow Leverage
  July 03, 2025 · GASS
• Columbus McKinnon (CMCO) Q4 2025: $40M Tariff Headwind Reshapes Margin Playbook
  July 03, 2025 · CMCO
• Ituran (ITRN) Q1 2025: Net Subscriber Adds Surge 99,000 on Stellantis OEM Deal, Raising Full-Year Target
  July 03, 2025 · ITRN
• Monro (MNRO) Q4 2025: 145 Store Closures Target 5% Sales, Refocuses on Profitability
  July 03, 2025 · MNRO
• Capri Holdings (CPRI) Q4 2025: Versace Exit to Cut Net Debt by $1.3B, Refocuses on Michael Kors Turnaround
  July 03, 2025 · CPRI
• Abercrombie & Fitch (ANF) Q1 2025: Hollister Surges 22% as Tariffs Cut Margin Outlook
  July 03, 2025 · ANF
• Photronics (PLAB) Q2 2025: $72M Buyback Outpaces Flat Revenue as Node Migration Drives Strategic Shift
  July 03, 2025 · PLAB
• Kingsoft Cloud (KC) Q1 2025: AI Revenue Soars 200% as Xiaomi Ecosystem Drives 50% Upside
  July 03, 2025 · KC
• Macy’s (M) Q1 2025: Bloomingdale’s +3.8% Comp and Marketplace Up 40% Signal Share Shift
  July 03, 2025 · M
• VNET (VNET) Q1 2025: Wholesale IDC Revenue Soars 86%, Powering Capacity Expansion
  July 03, 2025 · VNET
• DKS Q1 2025: Foot Locker Deal Targets $100M+ Synergies as Comp Growth Stretches to 5th Straight Quarter
  July 03, 2025 · DKS