Latest Earnings Analysis

• HubSpot (HUBS) Q1 2026: AI Credit Consumption Jumps 67% as Agentic Platform Monetization Accelerates
  May 08, 2026 · HUBS
• Scitech Biosciences (CTKB) Q1 2026: Recurring Revenue Jumps 19%, Anchoring Business Model Shift
  May 08, 2026 · CTKB
• Outset Medical (OM) Q1 2026: Gross Margin Jumps 620bps as Next Gen Tableau Sets Up H2 Demand Tailwind
  May 08, 2026 · OM
• PAR Technology (PAR) Q1 2026: ARR Jumps 16% as AI-Driven Platform Sharpens Margin Expansion
  May 08, 2026 · PAR
• GSI Technology (GSIT) Q4 2026: SRAM Growth Powers 22% Revenue Surge, APU Pipeline Builds Defense Traction
  May 08, 2026 · GSIT
• Tiendas 3B (TBBB) Q1 2026: Net Store Count Jumps 20% as Expansion Engine Drives Market Share
  May 08, 2026 · TBBB
• Clearway Energy (CWEN) Q1 2026: $3B Capital Plan Expands Growth Visibility Through 2029
  May 08, 2026 · CWEN
• Genpact (G) Q1 2026: Advanced Tech Solutions Jump 24%, Shifting Revenue Model to High-Margin Recurrence
  May 08, 2026 · G
• MP Materials (MP) Q1 2026: NDPR Oxide Output Surges 63%, Securing Feedstock Moat
  May 08, 2026 · MP
• Proficient Auto Logistics (PAL) Q1 2026: Volume Rises 1.5% as Market Share Gains Offset Weak SAR
  May 08, 2026 · PAL
• Progeny (PGNY) Q1 2026: Share Repurchases Top 8.8M as Pipeline and Renewal Tailwinds Build
  May 08, 2026 · PGNY
• CPAY Q1 2026: Alpha Grows 17%, Cross-Border Sales Surge as Portfolio Rotation Deepens
  May 08, 2026 · CPAY
• WillScot Mobile Mini (WSC) Q1 2026: Modular Activations Up 8%, Data Center Pipeline Drives Guidance Raise
  May 08, 2026 · WSC
• Oncology Institute (TOI) Q1 2026: Pharmacy Revenue Jumps 78% on Capitated Lives Expansion
  May 08, 2026 · TOI
• Personalis (PSNL) Q1 2026: Test Volume Jumps 26% as Ultra-Sensitive MRD Drives Share Gains
  May 08, 2026 · PSNL
• Malibu Boats (MBUU) Q3 2026: Centralized Sourcing Lifts Margin 420bps, SACSTOR Integration Reshapes Outlook
  May 08, 2026 · MBUU
• Carrot Packaging (KRT) Q1 2026: Online Sales Top $19.5M as Sourcing Shift Drives Margin Resilience
  May 08, 2026 · KRT
• Fortune Brands (FBIN) Q1 2026: $70M Cost-Out Plan Targets Margin Recovery Amid Persistent Volume Drag
  May 08, 2026 · FBIN
• PTC Therapeutics (PTCT) Q1 2026: Suffiance Drives 47% Product Revenue Growth, Recasts Global Rare Disease Trajectory
  May 08, 2026 · PTCT
• Definitive Healthcare (DH) Q1 2026: CRPO Declines 12% as Multi-Year Deal Mix Shifts, Claims Headwinds Ease
  May 08, 2026 · DH
• OmniAb (OABI) Q1 2026: Milestone Revenue Surges 243% on Pipeline Progress, Guidance Raised
  May 08, 2026 · OABI
• The Joint (JYNT) Q1 2026: $10 Price Hike Rolls Out as Comp Decline Narrows to -3%
  May 08, 2026 · JYNT
• Open Lending (LPRO) Q1 2026: $50M Buyback Authorization Signals Renewed Capital Return Focus
  May 08, 2026 · LPRO
• Inogen (INGN) Q1 2026: Aurora Mask Reorder Rates Signal Product Stickiness Amid Rental Channel Decline
  May 08, 2026 · INGN
• Insmed (INSM) Q1 2026: Brinsupri Delivers 44% Sequential Growth, Underpinning Long-Term Expansion
  May 08, 2026 · INSM
• CarGurus (CARG) Q1 2026: PriceVantage Triples Dealer Adoption, Unlocking Predictive Margin Leverage
  May 08, 2026 · CARG
• Codexis (CDXS) Q1 2026: Gross Margin Expands 16 Points as Ecosynthesis Platform Gains Traction
  May 08, 2026 · CDXS
• Amtech Systems (ASYS) Q2 2026: Advanced Packaging Bookings Extend Visibility by Multiple Quarters
  May 08, 2026 · ASYS
• Axcelis (ACLS) Q1 2026: Book-to-Bill Rises to 1.0 as Memory Strength Offsets Mature Segment Drag
  May 08, 2026 · ACLS
• AvePoint (AVPT) Q1 2026: SaaS Revenue Mix Climbs to 80%, Channel Drives Margin Leverage
  May 08, 2026 · AVPT
• Abcide (ABSI) Q1 2026: $25B AGA TAM Targeted as ABS-201 Pipeline Expands Beyond Hair Loss
  May 08, 2026 · ABSI
• Alarm.com (ALRM) Q1 2026: 95%+ Revenue Retention Drives SaaS Upside Amid Memory Cost Headwinds
  May 08, 2026 · ALRM
• Arrowhead Pharmaceuticals (ARWR) Q2 2026: Redemplo Scripts Surge 40% as Cardiometabolic Pipeline Nears Data Catalyst
  May 08, 2026 · ARWR
• Artivion (AORT) Q1 2026: EBITDA Margin Expands 130bps as Aortic Arch Portfolio Strategy Advances
  May 08, 2026 · AORT
• Astrana Health (ASTH) Q1 2026: AI-Driven Platform Delivers 70bp G&A Leverage as Full-Risk Contracts Reach 40%
  May 08, 2026 · ASTH
• Paylocity (PCTY) Q3 2026: Platform Expansion Drives 60 Basis Point Margin Lift as AI and Services Scale
  May 08, 2026 · PCTY
• Omada Health (OMDA) Q1 2026: Member Base Surges 51% as PBM Partnerships Expand Platform Reach
  May 08, 2026 · OMDA
• PACB Q1 2026: Clinical Consumables Up 100% as Academic Weakness Lowers Instrument Outlook
  May 08, 2026 · PACB
• Profound Medical (PROF) Q1 2026: Revenue Doubles as Tulsa Platform Secures Major Payer Adoption
  May 08, 2026 · PROF
• Riley Exploration Permian (REPX) Q1 2026: Production Guidance Raised 5% as Texas Drives 30% Growth Trajectory
  May 08, 2026 · REPX
• nLIGHT (LASR) Q1 2026: Product Gross Margin Surges 500bps as High-Energy Laser Mix Lifts Profitability
  May 08, 2026 · LASR
• HASI (HASI) Q1 2026: Grid-Connected Pipeline Surges 26%, Pushing Self-Funding Model Forward
  May 08, 2026 · HASI
• El Pollo Loco (LOCO) Q1 2026: Restaurant Margin Climbs to 19.2% as Menu Innovation Drives Traffic
  May 08, 2026 · LOCO
• Matador Resources (MTDR) Q1 2026: San Mateo Midstream Boosts Flow Assurance and Delivers $100,000 Per Well Savings
  May 08, 2026 · MTDR
• NCDL Q1 2026: Middle Market Spreads Widen to 525bps, Unlocking Higher Yield Deployment
  May 08, 2026 · NCDL
• Inseego (INSG) Q1 2026: $190M Annual Target Hinges on Second-Half Hotspot and FWA Ramp
  May 08, 2026 · INSG
• Lyft (LYFT) Q1 2026: High-Value Modes Up 35% as Mix Shift Drives Margin Upside
  May 08, 2026 · LYFT
• Helmerich & Payne (HP) Q2 2026: North America Rig Count Guidance Raised to 144 as Super Spec Utilization Tops 80%
  May 08, 2026 · HP
• LandBridge (LB) Q1 2026: Surface Royalties Up 41% as Data Center Pipeline Accelerates
  May 08, 2026 · LB
• Datadog (DDOG) Q1 2026: RPO Surges 51% as AI and Platform Expansion Accelerate Adoption
  May 08, 2026 · DDOG