Quarterly results, guidance, estimates
50 stories
In the last 7 days, Earnings tracked 14 stories — 14% positive, 7% negative, 79% neutral sentiment, averaging 5.4/10 impact.
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 — see our methodology for how impact and sentiment are derived.
Neptune Insurance Holdings shares spiked over 20% on March 13, 2026, as investors reacted to strong revenue growth and a favorable outlook for the private flood insurance market. The Florida-based firm is leveraging data-driven underwriting to capture market share from traditional providers amid rising climate-related risks.
Seeking Alpha's post-earnings quant ratings for stocks above $10B market cap reveal a stark divergence between innovation-led growth and legacy value traps. While GLP-1 leaders and AI-driven ad platforms dominate the top rankings, traditional pharma and media outlets struggle with growth revisions and margin compression.
Broadcom’s latest earnings call highlighted a significant acceleration in AI-driven networking demand and a faster-than-expected transition for VMware. These revelations suggest the company is moving beyond its semiconductor roots to become a dominant infrastructure software and AI powerhouse.
Source: fool.com · finance.yahoo.com
Alliance Laundry Holdings Inc. (ALH) reported strong Q4 2025 results, driven by robust demand in the vended laundry and multi-housing segments. The company’s focus on digital payment integration and IoT-enabled machines continues to drive market share gains in the commercial laundry sector.
Source: fool.com · finance.yahoo.com
Build-A-Bear Workshop (BBW) reported a Q4 2025 earnings beat with an EPS of $1.26, outperforming analyst expectations of $1.23. The results highlight the continued strength of experiential retail models and strategic brand expansion in a competitive consumer discretionary landscape.
Oracle shares surged following fiscal Q3 2026 results that beat analyst expectations, driven by an 84% explosion in cloud infrastructure revenue. The company reported a massive $553 billion cloud backlog, signaling long-term demand for its AI-optimized data centers.
Cathay Pacific reported a 9.5% rise in 2025 net profit to HK$10.82 billion, marking its third consecutive year of profitability. However, escalating Middle East tensions and supply chain constraints, including Pratt & Whitney engine issues at HK Express, present significant headwinds for the year ahead.
American Vanguard (AVD) has scheduled its full-year 2025 earnings release and conference call, a pivotal moment for investors to assess the company's performance in a volatile agricultural chemicals market. The report is expected to provide clarity on margin recovery and the impact of global supply chain dynamics on specialty crop protection.
Source: hawaiitelegraph.com · finanznachrichten.de
Perspective Therapeutics and Assertio Holdings are preparing to release their Q4 2025 financial results, highlighting a critical juncture for both the radiopharmaceutical biotech and specialty pharma sectors. Investors are focused on clinical trial milestones for Perspective and portfolio optimization strategies for Assertio.
Applied Materials (AMAT) has announced a 15% increase in its quarterly cash dividend to $0.53 per share, signaling strong confidence in its long-term cash flow. The hike reflects the company's central role in the AI-driven semiconductor boom and its commitment to aggressive shareholder returns.
Source: manilatimes.net · Seeking Alpha
Adobe reported record Q1 2026 revenue of $6.40 billion and a tripling of AI-driven recurring revenue, alongside the announcement that long-time CEO Shantanu Narayen will transition to Executive Chair. The results highlight a successful pivot to generative AI integration across its Creative and Document Cloud suites.
Guoquan Food (Shanghai) Co., Ltd. reported a 48.2% increase in core operating profit for 2025, driven by a dual strategy of rapid scale expansion and enhanced operational efficiency. The results highlight the company's dominance in China's 'home meal solution' market and its ability to maintain high margins amidst a shifting consumer landscape.
Guardian Pharmacy Services (GRDN) reported a significant earnings beat for Q4 2025, posting an EPS of $0.3289 against expectations of $0.2675. The results highlight the company's operational strength in the long-term care pharmacy sector, while simultaneous reports from Ur-Energy (URG) signal continued momentum in the uranium production market.
Rubrik and SentinelOne both exceeded analyst expectations in their Q4 2026 earnings, highlighting a market shift toward integrated data security and AI-driven autonomous response. Both firms reported significant growth in Subscription ARR, signaling robust enterprise demand for cyber resilience platforms.
ServiceTitan and EverCommerce reported fiscal results that underscore the steady digitization of the field services and SMB sectors. While EverCommerce demonstrated revenue resilience with a quarterly beat, ServiceTitan's performance highlights the growing impact of AI-driven automation in the trades economy.
Source: itnewsonline.com · itnewsonline.com
Mineralys Therapeutics secured a major regulatory win with FDA acceptance of its Lorundrostat NDA, while Vuzix continues to navigate the transition from pilot programs to enterprise-scale AR deployments.
Lennar Corporation reported first-quarter earnings that fell short of analyst estimates, while providing a cautious outlook for second-quarter new orders. The results suggest that persistent high interest rates are beginning to dampen the momentum of the spring home-buying season.
Shares of agilon health (AGL) and nLIGHT (LASR) faced significant downward pressure on March 12, 2026, as investors reassessed valuation following recent earnings reports and insider activity. While agilon struggles with persistent medical cost trends, nLIGHT is navigating executive share sales and institutional exits.
Shares of Sleep Number and SmartRent are under significant pressure following a disappointing quarterly update from the mattress maker and broader sector concerns. Sleep Number's latest financial results and executive shifts have triggered a sell-off that is rippling through the home technology and discretionary spending markets.
DICK'S Sporting Goods and Futu Holdings reported Q4 2025 results that highlight a robust end to the fiscal year, driven by premium retail experiences and international fintech expansion. While DKS benefited from a strong holiday season and its House of Sport format, Futu saw significant growth in its global user base despite market volatility.
AGV Products, Pou Chen, and Sakura Development have released their full-year 2025 financial results, marking a critical period of stabilization for Taiwan's industrial and consumer sectors. These reports provide a cross-sectoral view of global manufacturing resilience and domestic real estate health.
UiPath reported a revenue beat for Q4 2026, fueled by accelerating enterprise adoption of its AI-driven automation tools. Despite a slight miss on earnings per share, the company issued optimistic guidance and set a clear trajectory toward reaching $2 billion in Annual Recurring Revenue by fiscal year 2027.
Source: finance.yahoo.com · fool.com
Fastenal Company (FAST) shares fell after the industrial distributor reported that demand recovery in the manufacturing sector is trailing previous market expectations. As a primary bellwether for the U.S. industrial economy, Fastenal's performance raises concerns about a broader slowdown in capital expenditures and factory activity.
NFI Group Inc. reported record-breaking financial results for fiscal 2025, signaling a robust recovery in the global transit and coach manufacturing sector. Meanwhile, Aemetis reported a significant earnings beat despite missing revenue targets as it continues to scale its dairy-based renewable natural gas (RNG) operations.
UiPath reported a robust revenue beat for Q4 2026, reaching $481.11 million, though the company faced a bottom-line miss on specific earnings per share metrics. Despite the mixed quarterly performance, management signaled long-term confidence by targeting a $2 billion Annual Recurring Revenue milestone for fiscal year 2027.
Source: Investing Philippines · Investing Nigeria
Target Healthcare REIT and Primary Health Properties have issued notices for their upcoming financial results, highlighting a critical period for the UK's specialized healthcare real estate sector. These announcements come as investors look for stability in inflation-linked yields and demographic-driven growth within the care home and primary care markets.
Source: investegate.co.uk · investegate.co.uk
Bank of America has raised its price target for Johnson & Johnson, citing robust growth in the company's pharmaceutical and MedTech pipelines. The upgrade follows a series of FDA approvals and a strategic pivot toward high-margin innovative medicine after the Kenvue spinoff.
BGSF Inc. reported revenue of $22 million and a non-GAAP EPS of $0.09 for the most recent quarter, highlighting the ongoing challenges in the professional staffing market. The results reflect a broader industry trend of cautious hiring and budget constraints among corporate clients.
Source: Seeking Alpha · Seeking Alpha
Oracle shares jumped 8% following a quarterly revenue beat fueled by relentless demand for AI infrastructure. Management issued a bullish outlook, predicting the AI-driven expansion will persist until at least 2027, supported by a record $550 billion backlog.
Source: thestar.com.my · finance.yahoo.com
Pharming Group N.V. exceeded revenue expectations and provided a robust 2026 outlook, signaling strong adoption of its rare disease portfolio. Conversely, Stoneridge Inc. missed top-line targets but attempted to anchor investor confidence with a new two-year strategic forecast through 2027.
BGSF, Inc. has released its fourth quarter and full-year 2025 financial results, highlighting a strategic shift toward high-margin professional staffing and managed services. The company's performance reflects a stabilizing labor market and the continued integration of recent acquisitions in the IT and finance sectors.
The Q4 2025 earnings cycle reveals a pivot toward AI-driven operational efficiency and concrete commercialization timelines, led by Kodiak AI's driverless roadmap and Blend Labs' return to positive cash generation. Management teams across sectors are prioritizing leaner operating models and high-margin software integration to navigate the 2026 fiscal year.
CuriosityStream and Franco-Nevada reported robust Q4 2025 results, characterized by significant margin expansion and aggressive capital return programs. While CuriosityStream capitalizes on AI model training demand, Franco-Nevada is reaping the rewards of record gold prices and a debt-free balance sheet.
Source: Motley Fool Transcribing (us) · Motley Fool Transcribing (us)
Wealthfront reported a 17% increase in total platform assets to $94.1 billion for fiscal year 2026, fueled by a 29% surge in investment advisory assets. Despite Q4 net outflows in cash management, the firm is successfully converting savers into long-term investors while expanding into home lending.
Source: fool.com · Motley Fool Transcribing (us)
Nio shares experienced significant volatility after the Chinese EV maker reported its first-ever quarterly net profit for Q4 2025, driven by a 76% revenue surge. While the milestone triggered a massive relief rally, subsequent analyst skepticism regarding margin sustainability and a new CEO compensation plan led to a partial retracement.
A wave of Q4 2025 earnings reports reveals a systemic shift toward profitability and debt reduction over aggressive revenue growth. Companies like Petco, Fossil, and Bumble are sacrificing top-line scale to clean up balance sheets and expand margins through strategic store closures and 'quality-first' resets.
French IT services group NEURONES reported stable net profit (Group share) for the full year 2025, demonstrating resilience in a volatile macroeconomic environment. The company continues to benefit from steady demand for digital transformation, cloud migration, and emerging AI consulting services.
Source: manilatimes.net · itnewsonline.com
Kodiak AI (NASDAQ: KDK) shares experienced a significant gap down in Wednesday trading following the release of its fourth-quarter 2025 financial results. While the company reported a revenue beat, a wider-than-expected GAAP loss of $0.42 per share triggered a sharp sell-off among investors concerned about the path to profitability.
Source: dailypolitical.com · tickerreport.com
ProFrac Holding and Cion Investment are set to report Q4 2025 results, offering a dual perspective on the health of the energy services sector and middle-market private credit. Investors are closely monitoring ProFrac's margin stabilization and Cion's portfolio resilience in a shifting interest rate environment.
Source: Seeking Alpha · Seeking Alpha
Saudi Aramco reported a 20.5% decline in Q4 2025 net income to $17.76 billion, reflecting the impact of lower crude prices and ongoing production curbs. Despite the profit dip, the energy giant remains committed to its massive dividend payouts and announced a $3 billion share buyback program.
Henkel AG and Agfa-Gevaert have released their full-year financial results, providing a comprehensive look at their performance across industrial, consumer, and healthcare sectors. Both companies introduced new FY26 outlooks, signaling a strategic shift toward long-term margin expansion and digital transformation.
German industrial leaders Rheinmetall and Wacker Chemie reported robust full-year 2025 earnings, with Rheinmetall's revenue approaching the €10 billion milestone. Both companies introduced optimistic guidance for fiscal year 2026, signaling confidence in defense demand and chemical sector stabilization.
Korn Ferry reported Q3 2026 results that exceeded analyst expectations on both top and bottom lines, driven by robust performance in its digital and consulting segments. The company issued optimistic Q4 guidance, highlighting the successful integration of its Talent Suite and a strategic shift toward cross-solution revenue streams.
Rheinmetall and Henkel reported contrasting FY25 results, with the defense giant seeing sales growth despite a profit dip, while the consumer goods leader grew profits on lower sales. Both companies have increased their dividends and issued optimistic guidance for FY26, signaling confidence in their respective market positions.
German defense giant Rheinmetall AG projected 2026 revenue between €14 billion and €14.5 billion, trailing analyst expectations. The conservative outlook raises questions about the pace of European rearmament and the company's ability to scale production to meet record backlogs.
Bachem (BCHMF) is set to report its quarterly financial results this Thursday, with investors closely monitoring the company's ability to scale production for the surging GLP-1 market. The Swiss peptide specialist remains a critical infrastructure provider for the global pharmaceutical industry's most profitable drug classes.
Commercial Vehicle Group (CVG) and JOYY Inc. (YY) both reported mixed fourth-quarter results, highlighting the divergent challenges facing the industrial and global social media sectors. While CVG looks toward long-term stability in FY26, JOYY provides a cautious near-term forecast for Q1 amid shifting user engagement trends.
Source: Seeking Alpha · Seeking Alpha
Oracle has reported a record-breaking $553 billion backlog in Remaining Performance Obligations (RPO), driven by a massive surge in demand for AI-ready cloud infrastructure. The company’s fiscal Q3 2026 results have triggered an 8% stock rally, as investors bet on Oracle's ability to sustain this growth through at least 2027.
Following exceptional quarterly reports from both Broadcom and Nvidia, the semiconductor sector is witnessing a divergence in AI strategy. While Nvidia doubles down on its Rubin architecture and software ecosystem, Broadcom is leveraging custom silicon and its VMware integration to capture a different segment of the enterprise AI boom.
Source: fool.com · finance.yahoo.com
Lifeward and Intelligent Protection Management Corp have scheduled their Q4 and full-year 2025 financial reporting for mid-March. Investors are focused on Lifeward's Medicare reimbursement progress and IPMC's operational scaling in the specialized protection market.
Source: manilatimes.net · californiatelegraph.com
According to our own tracking database, this category has accumulated 463 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. |