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.
Broadcom reported record Q1 fiscal 2026 results, driven by surging demand for custom AI accelerators and networking hardware. CEO Hock Tan projected AI-related revenue could surpass $100 billion by 2027, underscoring the company's pivotal role in the global AI infrastructure build-out.
Source: Ticker Report · Watch List News
Cumberland and Rigel Pharmaceuticals reported Q4 2025 results, highlighting strategic shifts toward high-margin specialty products and oncology expansions. While Cumberland focuses on hospital-channel optimization, Rigel is doubling down on its hematology-oncology portfolio to drive long-term growth.
Palladyne AI and Burlington Stores both delivered strong quarterly performances, exceeding analyst expectations on both revenue and earnings. While Palladyne AI reaffirmed its long-term trajectory for fiscal 2026, Burlington introduced a robust new guidance framework, signaling confidence in the off-price retail and AI software sectors.
OmniAb and PepGen reported full-year 2025 results, showcasing the health of the antibody discovery and neuromuscular therapeutics sectors. While OmniAb focuses on platform scalability and royalty streams, PepGen emphasizes clinical execution and cash preservation for its lead candidates.
Okta and Ooma both reported strong Q4 2026 results, highlighting a broader sector trend of shifting toward higher-margin enterprise services and AI integration. While Okta surpassed the $3 billion annual contract value milestone, Ooma successfully integrated key acquisitions to accelerate its transition from residential to business-centric revenue.
Daktronics, Inc. reported a 21.6% increase in sales to $181.9 million for its fiscal 2026 third quarter, successfully swinging from a prior-year operating loss to a $1.9 million profit. The company's performance was bolstered by a 25% surge in product backlog, reaching $342.3 million, driven by major sports stadium installations and improved operational efficiencies.
Source: Globenewswire_fr · Benzinga
Stem (STEM) reached a critical financial milestone in Q4 2025, reporting its first full year of positive adjusted EBITDA and operating cash flow. The results highlight a successful strategic pivot toward high-margin software and services, which now account for over half of total revenue.
ImmuCell (ICCC) has issued its preliminary 2025 financial results, highlighting a year of operational scaling for its bovine immunity products. Simultaneously, major shareholder Pinetree Capital Ltd released audited figures and expanded its board, signaling a period of strategic consolidation for the animal health biotech and its primary backer.
Webull reported a revenue beat for Q4 2025 despite a slight earnings miss, while Calvin B. Taylor Bankshares finalized its 2025 fiscal year. The results highlight the divergent paths of digital-first brokerages and traditional community lenders in a complex interest rate environment.
Source: finanznachrichten.de · prnewswire.com
Asana, Inc. and AST SpaceMobile, Inc. released quarterly results highlighting divergent paths in the SaaS and space telecommunications sectors. While Asana navigates a maturing market with AI-driven enterprise tools, AST SpaceMobile continues its capital-intensive push toward global satellite connectivity.
MISTRAS, Miller Industries, and red violet reported their Q4 and FY 2025 results, highlighting a year of operational efficiency and data-driven growth. The results underscore a broader trend of margin expansion in industrial services and the continued scaling of cloud-based risk management platforms.
Source: manilatimes.net · prnewswire.com
Kayne Anderson BDC (KBDC) and Plug Power (PLUG) delivered Q4 2025 results that highlight a stark divergence in the current market: the resilience of middle-market lending versus the ongoing margin struggle in the green hydrogen sector.
Datadog and agilon health shares experienced significant rallies on March 4, 2026, signaling a robust appetite for high-growth cloud infrastructure and value-based healthcare models. The moves highlight a broader market shift toward companies demonstrating both scale and operational leverage in complex regulatory and technological environments.
The Real Brokerage Inc. (REAX) reported continued agent expansion and revenue growth in Q4 2025, while Rayonier Advanced Materials (RYAM) struggled with a widening net loss and ongoing debt restructuring. These results highlight a stark contrast between high-growth tech-enabled real estate platforms and legacy industrial materials firms facing margin pressure.
Investors are bracing for Q4 2025 results from Lexicon Pharmaceuticals and Ituran Location, two small-cap players facing critical operational milestones. While Lexicon seeks to prove the commercial viability of its heart failure treatment, Ituran aims to capitalize on expanding telematics demand in emerging markets.
908 Devices Inc. and Strata Critical Medical reported Q4 2025 results, highlighting a strategic pivot toward decentralized diagnostics and bioprocessing efficiency. Both companies emphasized recurring revenue growth from consumables as they navigate a complex capital equipment environment.
Superior Group of Companies (SGC) reported a significant bottom-line beat for Q4 2025, with diluted EPS rising to $0.23 from $0.13 a year prior. While revenue growth was modest at 1%, the company's strategic acquisition of Three Point and aggressive SG&A reductions drove a 19% increase in EBITDA.
L.B. Foster Company reported its strongest fourth-quarter net sales since 2018, marking a significant milestone in its multi-year transition toward high-margin technology solutions. The results highlight robust profitability growth and operating cash flow, signaling a successful pivot from legacy commodity products.
Recent earnings reports reveal a widening gap in the AI sector between speculative software plays and essential infrastructure providers. While BigBear.ai faces significant revenue declines and persistent cash burn, Vertiv continues to ride the data center wave, though its stock now appears priced for perfection.
A wave of Q4 2025 earnings reports reveals a stark performance gap between high-margin consumer platforms and specialized technology firms. While On Holding and Sportradar delivered record margins and aggressive capital returns, Quanterix and BigBear.ai faced organic declines despite achieving critical regulatory and liquidity milestones.
Best Buy and Paysafe both reported fourth-quarter results that highlighted a complex consumer landscape, characterized by disciplined spending and shifting demand cycles. Both companies issued 2026 guidance that emphasizes operational efficiency and a strategic pivot toward high-margin services and specialized digital payments.
Thor Industries and EVgo have both exceeded analyst expectations for the most recent quarter, signaling robust demand in both the recreational vehicle and electric vehicle infrastructure markets. While Thor reaffirmed its existing long-term targets, EVgo’s introduction of its first FY26 outlook suggests a pivotal shift toward operational maturity and predictable growth.
Plug Power reported a narrowing loss per share for the fourth quarter, signaling a potential turning point in its multi-year effort to stabilize margins. The results reflect the company's transition toward internal hydrogen production and more disciplined capital allocation amid a challenging macro environment.
Agora achieved its first full year of GAAP profitability since 2018, while Tuya reported record non-GAAP net income and a $1 billion cash reserve. Both companies are aggressively pivoting toward conversational AI and agent-based ecosystems to drive the next phase of real-time engagement and IoT growth.
Source: Motley Fool Transcribing (us) · Motley Fool Transcribing (us)
IonQ reported a massive fourth-quarter earnings beat, driven by a 429% year-over-year revenue surge and a significant shift toward commercial adoption. The company's optimistic 2026 guidance suggests that quantum computing is rapidly moving from experimental phases into a viable enterprise market.
A heavy slate of earnings reports from major retailers like Target and Kohl's, alongside tech players like Workday and CrowdStrike, will provide critical insights into consumer resilience and enterprise spending. International markets also face scrutiny as Chinese EV leaders NIO and Li Auto report results.
Source: Seeking Alpha · Seeking Alpha
Arcturus Therapeutics and Rigel Pharmaceuticals are preparing to report Q4 2025 results, highlighting a pivotal shift from clinical development to commercial execution. Investors are focused on Arcturus's mRNA vaccine rollout in Japan and Rigel's integration of its expanded oncology portfolio.
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
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. |