Latest Earnings Analysis

• Agora (API) Q1 2025: Conversational AI Drives 12% Revenue Growth and Consecutive Profitability
  July 03, 2025 · API
• NetApp (NTAP) Q4 2025: All-Flash ARR Hits $4.1B as AI Pipeline Drives 44% Cloud Storage Growth
  July 03, 2025 · NTAP
• UiPath (PATH) Q1 2026: Agentic Automation Drives 250,000 Agent Runs, Laying Foundation for FY27 Growth
  July 03, 2025 · PATH
• Cooper Companies (COO) Q2 2025: MyDay, Myopia, and Surgical Devices Propel 7% Organic Growth Despite Fertility Slowdown
  July 03, 2025 · COO
• Elastic (ESTC) Q4 2025: Enterprise $1M+ Customer Base Grows 27% as GenAI Adoption Accelerates
  July 03, 2025 · ESTC
• Zscaler (ZS) Q3 2025: ZFlex Drives $65M in Bookings, Unlocking Platform Expansion
  July 03, 2025 · ZS
• Ulta Beauty (ULTA) Q1 2025: E-Commerce Jumps 10% as Digital Engagement Drives Share Recovery
  July 03, 2025 · ULTA
• AEO (AEO) Q1 2025: $75M Inventory Write-Down Forces Merchandising Reset and Margin Rebuild
  July 03, 2025 · AEO
• Ambarella (AMBA) Q1 2026: Edge AI Revenue Surges to 75% of Total, Expanding Beyond Security Cameras
  July 03, 2025 · AMBA
• Hamilton Lane (HLNE) Q4 2025: Evergreen AUM Jumps $4B as Institutional Demand Accelerates
  July 03, 2025 · HLNE
• U-Haul (UHAL) Q4 2025: UBOX Growth Surges 20% as Self-Storage Pipeline Expands
  July 03, 2025 · UHAL
• Caleres (CAL) Q1 2025: Tariff Disruption Drives $1.9M Margin Hit, Guidance Suspended Amid Sourcing Volatility
  July 03, 2025 · CAL
• Kohl’s (KSS) Q1 2025: Proprietary Brand Mix Lifts Margin 37bps Amid -4% Sales Headwind
  July 03, 2025 · KSS
• Diana Shipping (DSX) Q1 2025: Time Charter Rates Rise 5% as Fleet Shrinks and Market Softens
  July 03, 2025 · DSX
• Hormel Foods (HRL) Q2 2025: Planters Recovery and Turkey Margin Tailwind Anchor 2–3% Growth Outlook
  July 03, 2025 · HRL
• Build-A-Bear (BBW) Q1 2025: Commercial Revenue Jumps 28% as Global Expansion Accelerates
  July 03, 2025 · BBW
• Movado (MOV) Q1 2026: Licensed Brands Jump High Single Digits Amid Tariff Uncertainty
  July 03, 2025 · MOV
• American Woodmark (AMWD) Q4 2025: Tariff Uncertainty Drives $20M Cost Headwind, Pressures Outlook
  July 03, 2025 · AMWD
• Nordson (NDSN) Q2 2025: Atrion Powers 20% Medical Growth as Portfolio Pruning Lifts Margins
  July 03, 2025 · NDSN
• Burlington (BURL) Q1 2025: Reserve Inventory Surges 31% as Tariff Volatility Drives Margin Playbook
  July 03, 2025 · BURL
• Bath & Body Works (BBWI) Q1 2025: Disney Collab Lifts Sales 3%, Unlocks New Customer Pathways
  July 03, 2025 · BBWI
• SpartanNash (SPTN) Q1 2025: Retail Sales Jump 20% as Ethnic Store Expansion Accelerates
  July 03, 2025 · SPTN
• Immunovant (IMVT) Q4 2024: $1.3B Buyback and $5B Cash Set Stage for Multi-Blockbuster Pipeline
  July 03, 2025 · IMVT
• Li Auto (LI) Q1 2025: BEV Launches Target 3.8M-Unit Premium NEV Market Expansion
  July 03, 2025 · LI
• Best Buy (BBY) Q1 2026: China Sourcing Cut to 30% of COGS, Tariff Mitigation Reshapes Margin Playbook
  July 03, 2025 · BBY
• FUTU (FUTU) Q1 2025: Funded Accounts Jump 48% as AI and Global Expansion Accelerate
  July 03, 2025 · FUTU
• Cognite (CGNT) Q1 2026: Software Revenue Climbs 19% as GroupSense Acquisition Expands U.S. Reach
  July 02, 2025 · CGNT
• Stitch Fix (SFIX) Q3 2025: AOV Up 10% as Personalization Drives Return to Growth
  July 02, 2025 · SFIX
• Oxford Industries (OXM) Q1 2025: Tariff Costs Jump $40M, Forcing Supply Chain Overhaul
  July 02, 2025 · OXM
• Comerica (CMA) Q2 2025: Payments Deposits Surge Past $3.5B as API Partnerships Expand
  July 02, 2025 · CMA
• J.Jill (JILL) Q1 2025: Inventory Up 14% as Tariff and Demand Uncertainty Cloud Guidance
  July 02, 2025 · JILL
• Chewy (CHWY) Q1 2025: Autoship Penetration Hits 82%, Deepening Predictable Revenue Base
  July 02, 2025 · CHWY
• GitLab (GTLB) Q1 2026: Duo Customer Count Jumps 35%, Platform Leverage Drives Margin Expansion
  July 02, 2025 · GTLB
• Academy Sports (ASO) Q1 2025: Tariff Mitigation, 10% E-Commerce Growth, and Upper-Income Traffic Shift Signal Model Resilience
  July 02, 2025 · ASO
• SJM Q4 2025: Coffee Pricing Drives 20% Net Increase, Hostess Growth Outlook Reset
  July 02, 2025 · SJM
• UNFI (UNFI) Q3 2025: Wholesale Volume Up 4%, Lean Initiatives Drive 21% Adj. EBITDA Growth
  July 02, 2025 · UNFI
• Core & Main (CNM) Q1 2025: Organic Sales Up Mid-Single Digits as Margin Levers Drive Resilience
  July 02, 2025 · CNM
• Designer Brands (DBI) Q1 2025: Topo Soars 84% as Tariff Headwinds and Retail Weakness Force Guidance Withdrawal
  July 02, 2025 · DBI
• Casey's (CASY) Q4 2025: Store Count Up 246, Accelerating Scale and Margin Leverage
  July 02, 2025 · CASY
• Limonera (LMNR) Q2 2025: Sunkist Partnership to Cut $5M Costs, Reshape Citrus Economics
  July 02, 2025 · LMNR
• Graham (GHM) Q4 2025: Backlog Hits $412M, Defense Mix Anchors Multi-Year Growth Path
  July 02, 2025 · GHM
• VinFast (VFS) Q1 2025: Gross Margin Improves 24 Points as Cost Discipline and Scale Take Hold
  July 02, 2025 · VFS
• NX Q2 2025: Synergy Target Jumps 50% to $45M as Acquisition Integration Accelerates
  July 02, 2025 · NX
• Oil-Dri (ODC) Q3 2025: $55M Cash Flow Surge Powers 16% Dividend Hike and Aggressive CapEx
  July 02, 2025 · ODC
• FuelCell Energy (FCEL) Q2 2025: Operating Expenses Cut 30% as Restructuring Targets Core Carbonate Platform
  July 02, 2025 · FCEL
• ABM (ABM) Q2 2025: $1.1B in New Bookings Signals Strategic Share Gains in Prime Office and Microgrids
  July 02, 2025 · ABM
• GIII Q1 2026: $135M Tariff Exposure Spurs Sourcing Shift and Pricing Power Play
  July 02, 2025 · GIII
• IDT (IDT) Q3 2025: Net Income Surges 290% as Operating Leverage Expands Across Growth Segments
  July 02, 2025 · IDT
• Zumiez (ZUMZ) Q1 2025: Private Label Hits 30% of Sales, Offsetting Tariff Headwinds
  July 02, 2025 · ZUMZ
• Rubrik (RBRK) Q1 2026: Subscription ARR Jumps 38% as Identity Resilience Expands Platform TAM
  July 02, 2025 · RBRK