Finance beat
The Earnings beat on Finance tracks 636 verified stories, with 2 clearing multi-source corroboration in the last 7 days at mean impact 7/10 — live SQLite counts, not editorial weighting.
50 stories
Beat pulse
Impact 7.0/10 (+1.5 vs prior). Counts are stories in our record, not a market forecast.
Open the change reportCoverage balance Balanced directional read. Positive and negative coverage are within 0 percentage points.
Stories appear on this page because our classification stage assigned them this category as their primary topic — each story receives exactly one category per niche, chosen from a fixed list, so a story that touches both a funding round and a product launch in the same week sorts into whichever category best matches its dominant subject, not both. This keeps each category page focused on one beat rather than a blend of unrelated developments, and applies the same source-verification standard used across every story on this site. Sentiment measures the directional read of each development for this category specifically, not the tone of the reporting, and impact weights how consequential a development is — regulatory, financial, or operational — rather than how widely it was syndicated across outlets.
Figures are computed live from our source-verified story record (as of ) The volume change compares this window with the prior 7 days in the same record. — see our methodology for how impact and sentiment are derived.
Beat actors
Entities appearing in at least two verified earnings stories on this desk — ranked by mention count, not editorial preference.
MongoDB reported fourth-quarter results that exceeded analyst expectations on both the top and bottom lines, driven by continued adoption of its Atlas cloud database platform. The company posted a non-GAAP EPS of $1.65 on revenue of $695.1 million, signaling robust demand for modern database solutions.
Source: Seeking Alpha · Seeking Alpha
Smith & Nephew and AAON both reported Q4 results that emphasize long-term margin expansion and revenue targets through 2026 and beyond. While AAON faced a mixed quarter with flat revenue growth, Smith & Nephew's multi-year guidance suggests a structural turnaround in its orthopaedics and wound care segments.
Workday's Q4 results surpassed analyst expectations on both top and bottom lines, driven by a significant surge in AI-related contract value. Despite issuing conservative guidance for the upcoming quarter, the stock's stability suggests that the broader software-as-a-service (SaaS) sector may have reached a valuation floor.
Circle Internet Group reported a blowout quarter with USDC circulation hitting $75.3 billion and a 54% adjusted EBITDA margin. However, Goldman Sachs is warning investors about a "cost story" buried in the 2026 outlook that could impact long-term profitability.
Source: Miamiherald · Sacbee
Calumet, Inc. reported a Q4 revenue miss of $1.04 billion as it navigates a complex transition to a C-Corp structure and scales its Montana Renewables subsidiary. Meanwhile, 1stdibs.com continues to refine its luxury marketplace model, focusing on operational efficiency amidst a shifting high-end consumer landscape.
DigitalOcean is successfully transitioning from a general cloud provider for developers to an AI-first platform for startups. Recent Q4 results show a massive 150% surge in AI-related annual run-rate revenue, positioning the company for accelerated growth through 2027.
Source: Harsh Chauhan (us) · finance.yahoo.com
Dell Technologies shares surged 22% following a blockbuster fiscal fourth-quarter report that significantly exceeded Wall Street expectations. The company projected a massive $50 billion in AI server revenue for fiscal 2027, signaling a successful transition from its PC roots to a dominant player in enterprise AI infrastructure.
Source: Miamiherald · Kansascity
Spanish real estate developer Inmobiliaria Del Sur (Insur) and renewable energy leader Acciona Energía have reported year-on-year profit growth for the full year 2025. These results underscore a period of operational efficiency and strategic expansion despite broader macroeconomic headwinds in the Eurozone.
Amper SA and Azkoyen SA reported contrasting full-year results, highlighting a split in the Spanish industrial and technology sectors. While Amper's strategic pivot toward defense and energy drove profit growth, Azkoyen saw earnings decline amid shifting demand in the vending and security markets.
Shares of Getty Images and Designer Brands faced sharp selling pressure on February 27, 2026, following disappointing financial updates. Both companies are grappling with structural shifts in their respective industries, from AI-driven disruption in digital media to a cooling consumer environment in retail footwear.
Dell Technologies shares reached a three-month high after the company issued a bullish forecast projecting its AI-optimized server revenue will more than double by fiscal year 2027. This 17.5% stock surge underscores the intensifying demand for high-performance computing infrastructure as enterprises transition from AI experimentation to full-scale deployment.
Source: marketscreener.com · livemint.com
Betterware de Mexico (BWMX) experienced a significant share price gap down following the release of disappointing quarterly financial results. The sell-off reflects investor concerns over slowing consumer demand and margin pressures within the company's core home solutions and beauty segments.
Source: dailypolitical.com · tickerreport.com
Acadia Healthcare and Spok Holdings have released their year-end 2025 financial results, highlighting a period of operational stabilization and strategic pivot. While Acadia continues to navigate regulatory headwinds through facility expansion, Spok remains focused on its high-margin software transition and shareholder returns.
Intuit reported strong second-quarter results but issued third-quarter guidance that fell short of analyst expectations, leading to a post-market decline. Despite the cautious near-term outlook, the company reaffirmed its full-year revenue growth target of 12% to 13% driven by AI platform expansion.
Source: dailypolitical.com · tickerreport.com
FTAI Infrastructure and Arcosa reported robust Q4 2025 results, highlighting a successful transition toward high-margin operational phases and sustained demand for infrastructure components. Both companies are capitalizing on long-term tailwinds in energy logistics, utility modernization, and federal incentives.
Source: finance.yahoo.com · finance.yahoo.com
Globant (NYSE: GLOB) has issued updated earnings guidance for the first quarter and full fiscal year 2026, following a period of significant stock volatility. The update comes on the heels of a February 19 analyst downgrade that saw shares gap down, signaling a recalibration of growth expectations in the AI and blockchain consulting sectors.
Source: themarketsdaily.com · tickerreport.com
CRA International (CRAI) and Collegium Pharmaceutical (COLL) both reported strong Q4 2025 results, highlighting a robust environment for specialized consulting and chronic pain management. While CRAI benefited from record headcount and high utilization in antitrust and litigation, Collegium demonstrated the continued commercial durability of its Belbuca and Xtampza ER franchises.
ACADIA Pharmaceuticals and Alkami Technology reported Q4 results that highlight divergent paths for mid-cap growth entities. While ACADIA focuses on the commercial scaling of its rare disease portfolio, Alkami is battling a significant stock correction despite beating revenue expectations.
AvePoint and Data I/O reported Q4 2025 results, highlighting a strategic shift toward AI-driven governance and secure industrial provisioning. AvePoint issued a bullish 2026 outlook with 27% ARR growth targets, while Data I/O continues to leverage its position in the automotive semiconductor cycle.
Coupang reported a surprise $26 million loss for the fourth quarter, missing analyst estimates as the company grapples with the aftermath of South Korea's largest-ever data breach. Despite an 11% rise in revenue, the e-commerce giant saw its first sequential decline in active users and faces intense regulatory scrutiny alongside a controversial $1.5 billion compensation plan.
Warby Parker and Seer, Inc. both reported Q4 2025 results on February 26, 2026, revealing contrasting strategies for growth in the retail and life sciences sectors. While Warby Parker is leveraging physical store expansion to drive vision care services, Seer is navigating the complex commercialization of its proteomics platform.
Ginkgo Bioworks (NYSE: DNA) outperformed analyst expectations by $0.38 EPS in its latest quarterly report, signaling a potential shift in the company's financial trajectory. The results suggest that the synthetic biology leader's cost-cutting measures and platform scaling are beginning to deliver tangible bottom-line improvements.
ICF and Evertec reported robust fourth-quarter 2025 earnings, highlighting successful pivots toward high-growth digital and international markets. While ICF benefits from record federal and energy sector backlogs, Evertec continues to scale its Latin American footprint through strategic acquisitions and payment modernization.
Source: finance.yahoo.com · seekingalpha.com
Airgain (AIRG) and Golar LNG (GLNG) released quarterly earnings, highlighting divergent paths in the wireless technology and energy sectors. While Airgain is pivoting toward a strategic platform ramp with its 5G and Wi-Fi 7 solutions, Golar LNG continues to solidify its position as a top-tier player in the global liquefied natural gas market.
Source: tickerreport.com · themarketsdaily.com
Par Pacific Holdings (PARR) reported its Q4 2025 financial results, highlighting the operational strength of its geographically diverse refining and retail portfolio. The company focused on maximizing throughput in Hawaii and the Pacific Northwest while navigating a volatile global crack spread environment.
Source: finance.yahoo.com · fool.com
American Integrity Insurance Group and Inogen, Inc. both reported Q4 2025 results this week, signaling a period of operational stabilization and bottom-line growth. While American Integrity benefited from a hardening Florida property market, Inogen's results reflect ongoing efforts to optimize its portable oxygen concentrator portfolio and improve gross margins.
Edmonton-based engineering giant Stantec (STN) closed the 2025 fiscal year with record-setting net income, prompting an 8.9% dividend increase. The firm’s performance underscores a robust global demand for infrastructure, water, and energy transition services.
Source: edmontonexaminer.com · edmontonsun.com
Nvidia delivered record-breaking quarterly results that surpassed analyst expectations, yet Wall Street's lukewarm reaction suggests a growing gap between AI speculative narratives and institutional valuation models. The market's 'post-earnings dip' highlights a shift in investor sentiment from blind optimism to a demand for sustainable long-term ROI.
Enterprise commerce platform VTEX and broadband provider Cable One both issued quarterly earnings reports, highlighting the robust demand for digital infrastructure and scalable retail technology. While VTEX continues its push into global enterprise commerce, Cable One remains focused on its high-margin 'broadband-first' strategy in rural American markets.
PAR Technology and MercadoLibre reported robust Q4 2025 results, signaling a shift from individual product sales to integrated AI-native ecosystems. PAR's landmark Papa John's deal and MercadoLibre's doubling credit portfolio highlight a period of aggressive expansion and operational efficiency driven by automated intelligence.
Crinetics Pharmaceuticals (CRNX) reported Q4 2025 results, highlighting critical progress in its endocrine pipeline and preparations for the commercial launch of paltusotine. Alongside results from MDxHealth and Baldwin, the earnings cluster reflects a strategic transition for mid-cap healthcare and service firms navigating the 2026 market landscape.
Exodus Movement, Inc. (NYSE: EXOD) will release its fourth quarter and full-year 2025 financial results on March 11, 2026. The report is expected to highlight the company's growth as a leading self-custodial platform during a pivotal year for digital asset adoption.
CoStar Group (NASDAQ: CSGP) has issued fiscal year 2026 guidance that significantly exceeds Wall Street expectations for both earnings and revenue. The company projects an EPS range of $1.22 to $1.33, signaling strong operational momentum and confidence in its real estate data ecosystem.
OneStream (OS) and Seer (SEER) both reported quarterly earnings that exceeded analyst expectations, signaling robust demand in enterprise software and life sciences technology. OneStream notably beat EPS estimates by $0.07 on $163.7 million in revenue, while Seer outperformed by $0.03.
American Bitcoin Corp, the mining firm backed by the Trump family, reported a significant fourth-quarter loss as a broader digital asset downturn and macroeconomic uncertainty weighed on operations. Despite a rise in Q4 revenue, the company faced a $153 million annual deficit, highlighting the volatility of the crypto mining sector.
Source: Channel Newsasia · Google News
A massive wave of Q4 2025 earnings reports reveals a corporate landscape aggressively pivoting toward recurring revenue models while navigating significant tariff and inflationary headwinds. Key performers in FinTech, SaaS, and Defense are demonstrating strong operating leverage despite localized consumer softness.
Integra LifeSciences (IART) shares faced downward pressure following its Q4 2025 earnings call, as management detailed an extended timeline for its Boston facility restart and the ongoing costs of its Quality Excellence Program. While the company provided its first full-year 2026 guidance, investor caution remains high regarding the path to normalized growth and product re-launches.
Solaris Energy Infrastructure and The Boston Beer Company reported Q4 2025 results, revealing a market defined by industrial infrastructure expansion and consumer portfolio rebalancing. Solaris is accelerating its transition into broader energy logistics, while Boston Beer focuses on stabilizing its 'beyond beer' segment amid shifting tastes.
A wave of Q4 2025 earnings reports from mid-cap leaders across healthcare, automotive, and retail sectors highlights a bifurcated recovery. While MedTech and high-end retail show margin expansion, the EV and industrial sectors continue to navigate significant production and scaling headwinds.
Payoneer reported robust Q4 2025 results, driven by double-digit growth in B2B volume and strategic expansion into emerging markets. The broader mid-cap landscape shows a divergence between high-growth consumer brands like Celsius and R&D-heavy biotech firms navigating a complex regulatory environment.
Zscaler (ZS) and LeMaitre (LMAT) shares climbed significantly following quarterly reports that exceeded analyst expectations for both top-line growth and margin expansion. The dual rallies highlight a market preference for sector leaders with high pricing power and resilient demand in cybersecurity and specialized medical devices.
Shares of Bentley Systems (BSY) and Red Robin (RRGB) rallied significantly following the release of their latest financial results, signaling strength in both infrastructure software and the casual dining sector. Bentley's growth was fueled by record infrastructure demand, while Red Robin's turnaround efforts yielded better-than-expected margin expansion.
Source: markets.financialcontent.com · markets.financialcontent.com
Datadog and Frontdoor shares climbed sharply on Thursday, driven by a combination of robust quarterly earnings and strategic pivots toward AI-integrated services. While Frontdoor exceeded analyst expectations across key financial metrics, Datadog's recovery was bolstered by a new partnership with Sakana AI and a successful DASH 2026 conference.
Teladoc Health shares surged following its latest financial results, while ServiceNow and Enovis also posted significant gains amid positive market sentiment. The movements highlight a robust period for healthcare technology and enterprise software as companies demonstrate resilient growth and operational efficiency.
Dot Ai (DAIC) has scheduled its fourth quarter and full-year 2025 earnings call for March 4, 2026. The announcement follows a series of high-level corporate changes, including a new certifying accountant and director reshuffling, placing extra scrutiny on the upcoming financial disclosures.
Source: hawaiitelegraph.com · itnewsonline.com
ANI Pharmaceuticals and Amneal Pharmaceuticals are preparing to report Q4 2025 results, with investors focusing on rare disease expansion and biosimilar adoption. The broader earnings window also features updates from Fulgent Genetics and Alpha Metallurgical, highlighting a diverse landscape of diagnostic shifts and commodity pricing.
Hut 8 reported a substantial net loss in Q4, driven by digital asset impairments, while simultaneously securing a landmark $7 billion AI data center lease. The results underscore the company's aggressive transition from volatile Bitcoin mining to stable, high-margin high-performance computing infrastructure.
Wave Life Sciences and Collegium Pharmaceutical released their full-year 2025 financial results, highlighting a pivotal year for RNA therapeutics and specialty pain management. While Wave focuses on clinical milestones for its RNA editing platform, Collegium is driving growth through its commercial ADHD and pain portfolios.
Cars.com and Lindblad Expeditions reported their full-year 2025 results on February 26, 2026, highlighting a year defined by digital transformation in the automotive sector and a robust recovery in high-end adventure travel. Both companies navigated a complex macroeconomic environment of fluctuating interest rates and evolving consumer preferences.
Trulieve Cannabis and MannKind reported divergent fourth-quarter results, with Trulieve beating earnings expectations despite a revenue miss, while MannKind saw a significant revenue surge that failed to translate into an EPS beat. These results highlight the ongoing tension between top-line growth and operational profitability in the cannabis and biopharma sectors.
According to our own tracking database, this category has accumulated 636 earnings stories since coverage began. This page aggregates the latest earnings stories within our finance coverage area. Every story is cross-referenced across multiple primary sources, scored for sentiment and operational impact, and timestamped so fresh developments surface first. We track quarterly results, guidance, estimates and surface the angles a domain expert would actually read.
Story selection follows our editorial methodology — impact scoring weights regulatory, financial, and operational developments distinctly. Sentiment is classified across five tiers via supervised classification trained on labeled industry corpora. See our glossary for term definitions and our trends index for longitudinal patterns across the finance beat.
Stories only surface on this page once the classifier scores them at a minimum 35 percent relevance to the category. According to that methodology, reviewed July 2026, this follows multi-source corroboration standards recommended by journalism research bodies such as the Reuters Institute for the Study of Journalism.
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| Signal | What it tells you |
|---|---|
| Verified by N sources | Confidence the story isn't a single-source rumor — N≥2 means the development is independently corroborated. |
| Impact score (1-10) | Estimated regulatory, financial, or operational impact. 8+ indicates a story experienced operators should act on. |
| Sentiment | Five-tier classification (very bullish through very bearish) trained on labeled finance-specific corpora. |
| Time stamp | Recency. Fresh stories (under 1h) render with a highlighted timestamp; stale stories (≥24h) render dimmed. |