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V.F. (NYSE:VFC) executives said the apparel and footwear company ended fiscal 2026 with improving sales trends, wider margins and lower leverage, while reinstating annual guidance for fiscal 2027.
President and CEO Bracken Darrell said the company “finished this year strong” and exceeded its fourth
Arcos Dorados (NYSE:ARCO) reported a stronger first quarter of 2026, with management saying revenue, adjusted EBITDA and cash flow improved despite a challenging consumer environment in parts of Latin America.
Chief Executive Officer Luis Raganato said total revenue rose about 13% and exceeded $1.2
Ellington Credit (NYSE:EARN) reported a GAAP net loss of $0.86 per share for the quarter ended March 31, 2026, as volatility in the collateralized loan obligation market weighed on asset valuations, particularly CLO equity holdings.
Chief Executive Officer Larry Penn said the first calendar quarter
ServiceNow and Salesforce are charting divergent paths in the AI revolution, with one building core infrastructure and the other leveraging its massive scale.
Analog Devices is well-positioned for an AI-driven supercycle that will extend to all parts of the tech world and create positive feedback loops for business.
Candel Therapeutics (NASDAQ:CADL) Chief Executive Officer Dr. Paul Peter Tak said the company remains focused on advancing its viral immunotherapy programs following newly presented prostate cancer data and as it prepares for a planned biologics license application submission by the end of the year.
Lowe's Companies (NYSE:LOW) reported a modest comparable sales gain in its fiscal first quarter, with executives pointing to stronger spring execution, continued demand from professional customers and growth in online and home services as offsets to a still-pressured do-it-yourself market.
The home
Dorian LPG (NYSE:LPG) executives said the company benefited from a stronger VLGC freight market in its fiscal fourth quarter, while emphasizing a cautious capital allocation approach as the sector faces volatile geopolitics, high Panama Canal costs and an expanding orderbook.
On the company’s fourt
Target (NYSE:TGT) reported stronger-than-expected first-quarter results for fiscal 2026, with executives saying early merchandising and operational changes are beginning to resonate with shoppers, while cautioning that the company remains in the early stages of a broader turnaround effort.
Chief Ex
Auna (NYSE:AUNA) reported stronger first-quarter revenue and cash flow across its regional healthcare platform, while adjusted EBITDA declined as the company absorbed revenue adjustments in Peru and higher payroll costs in Mexico and Colombia.
Executive Chairman and President Jesús Zamora said the
Tesla's pivot from EVs to robotics and autonomy is gaining momentum, but with analysts cooling and its multiple stretched, long-term belief is required.
Perion Network (NASDAQ:PERI) reported modest first-quarter revenue growth while management highlighted rising adoption of its Perion One platform and Outmax AI agent as the company continues to shift away from legacy web and search economics toward channel-agnostic advertising infrastructure.
On th
Roivant Sciences (NASDAQ:ROIV) executives used the company’s fourth-quarter earnings call to highlight new open-label data for IMVT-1402 in difficult-to-treat rheumatoid arthritis, upcoming pulmonary hypertension data for mosliciguat and continued preparation for a potential brepocitinib launch in d
TAT Technologies (NASDAQ:TATT) said first-quarter 2026 revenue slipped slightly from a year earlier as supply chain disruptions delayed the completion and delivery of some aerospace maintenance work, but management said demand remains at record levels and reaffirmed its expectation for meaningful fu
Arrowhead Pharmaceuticals (NASDAQ:ARWR) executives said the company is entering a key period marked by new regulatory approvals, early commercial progress for REDEMPLO and upcoming Phase 3 data in severe hypertriglyceridemia, during a fireside chat at RBC Capital Markets’ 2026 Global Healthcare Conf
Golar LNG (NASDAQ:GLNG) reported what management described as a record quarter for LNG production in the first quarter of 2026, as its floating liquefied natural gas units delivered strong operating performance and the company advanced plans for additional growth.
Chief Executive Karl Fredrik Staub
EuroDry (NASDAQ:EDRY) reported a return to profitability in the first quarter of 2026, supported by stronger charter rates despite operating a smaller average fleet than a year earlier, while management said it is expanding its newbuilding program with two additional Kamsarmax bulk carriers.
Chairm
Hasbro (NASDAQ:HAS) reported a stronger start to 2026, with first-quarter revenue rising 13% year over year to $1 billion, driven primarily by momentum at Wizards of the Coast and continued strength in the company’s Magic: The Gathering franchise.
Chief Executive Officer Chris Cocks said the quarte
Roivant executives used the company’s fourth-quarter and fiscal-year earnings call to highlight new clinical data from its development portfolio, upcoming readouts and its strengthened balance sheet following a settlement with Moderna.
Matthew Klein, CEO of Roivant, said the company has had “a pret
KANZHUN (NASDAQ:BZ) reported higher first-quarter revenue and profit as the operator of the BOSS Zhipin recruitment platform said user growth remained strong despite a later Chinese New Year that shifted more of the peak hiring season into March and April.
Founder, Chairman and CEO Peng Zhao said t
As the big three mobile carriers aim to incorporate satellite services to eliminate dead zones, AST SpaceMobile is positioned to challenge SpaceX’s Starlink market dominance.
Strategy Inc.'s latest Bitcoin acquisition and groundbreaking dividend signal could unlock significant new capital from income-focused institutional funds.
RLX Technology (NYSE:RLX) reported a sharp increase in first-quarter 2026 revenue, driven by international expansion, contributions from a European investment and continued stability in mainland China, executives said on the company’s earnings call.
Chief Executive Officer Kate Wang said the compan
Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C
Baozun (NASDAQ:BZUN) reported a stronger first quarter of 2026, with management pointing to revenue growth across both its e-commerce and brand management businesses, improved profitability and faster working capital turnover.
Chairman and Chief Executive Officer Vincent Qiu said on the company’s e
GDS (NASDAQ:GDS) said demand for data center capacity in China is accelerating as artificial intelligence workloads drive larger deployments, prompting the company to prepare for a new investment cycle backed by a significantly expanded land bank and strong liquidity.
On the company’s first-quarter
Cadeler A/S (NYSE:CDLR) reported that its first-quarter 2026 performance was in line with internal expectations, as management highlighted a larger operating fleet, a EUR 2.7 billion backlog and continued progress on key offshore wind installation projects.
Chief Executive Officer Mikkel Gleerup sa
Vertical Aerospace is de-risking its regulatory path by advancing battery and hybrid-propulsion technologies, offering an overlooked valuation opportunity.
Block stock is gaining attention after strong earnings, rising profitability, AI initiatives, and higher guidance despite regulatory and valuation concerns.
IntegraFin (LON:IHP) reported stronger first-half earnings and inflows for the six months ended March 31, 2026, as executives said the Transact platform continued to benefit from adviser demand, operational efficiency initiatives and growth in the U.K. adviser platform market.
Alex Scott, Group CEO
Capital (LON:CAPD) Limited told shareholders at its annual general meeting that trading remained strong after a record first quarter, with Executive Chairman Jamie Boyton pointing to rising demand across drilling, mining services and laboratory operations.
Boyton described Capital as an integrated
RS Group (LON:RS1) said it delivered “good progress and building momentum” in the year ended March 31, 2026, as the industrial and electronics distributor reported resilient results despite challenging markets and continued investment in its multi-year growth plan.
Chief Executive Simon Pryce said
Ithaca Energy (LON:ITH) reported what executives described as a strong first quarter of 2026, with production in line with full-year guidance, robust cash generation and an outlook for shareholder returns trending toward the high end of its target range.
Executive Chairman Yaniv Friedman said the c
Experian (LON:EXPN) reported what Chief Executive Officer Brian Cassin called a “record year” for the year ended March 31, 2026, with organic revenue growth at the top end of expectations, margin expansion ahead of guidance and a new GBP 1 billion share buyback program.
Cassin said the company deli
British Land (LON:BLND) said strong leasing momentum across its London campuses and retail parks is supporting earnings growth, as executives pointed to tight supply, resilient occupier demand and active asset management as key drivers of performance.
Chief Executive Simon Carter told investors tha
Embracer Group AB (publ) (LON:0GFE) reported fourth-quarter results above management’s plan and outlined a proposed separation that would create two listed companies, with a spin-off of its IP-focused Fellowship Entertainment business targeted for 2027.
Chief Executive Officer Phil Rogers said quar
Bloomsbury Publishing (LON:BMY) reported higher profit and earnings despite a year-over-year revenue decline, as management pointed to the resilience of its mix of consumer and academic publishing and said it expects to deliver record profit in the current financial year.
Founder and Chief Executiv
Marks and Spencer Group (LON:MKS) said adjusted profit declined in its 2026 annual results as the retailer continued to work through the effects of a cyber incident that disrupted trading, stock flow and online operations during the year. Management said the company ended the period with a strong ba
Bentley Systems (NASDAQ:BSY) Chairman Greg Bentley used an appearance at the J.P. Morgan Boston TMC Conference to outline why the infrastructure software company sees artificial intelligence as a long-term growth driver, while acknowledging that commercial monetization of some AI-related capabilitie
Severn Trent (LON:SVT) reported what management described as a strong year of financial and operational performance, as the U.K. water utility said it accelerated investment, expanded its regulatory asset base and upgraded its 2028 earnings outlook.
James Jesic, Severn Trent’s chief executive, said
Blackbaud (NASDAQ:BLKB) Chief Executive Officer Mike Gianoni outlined the company’s market position, artificial intelligence strategy and financial priorities during a discussion with Zach Canter, managing director in JPMorgan’s technology investment banking group.
Gianoni described Blackbaud as a
Axon Enterprise (NASDAQ:AXON) President Josh Isner said the company is increasingly positioning itself as a broad public safety technology platform, expanding well beyond its origins as a TASER manufacturer into body cameras, cloud evidence management, artificial intelligence, drones, counter-drone
Aura Biosciences (NASDAQ:AURA) executives outlined the company’s strategy for its lead candidate bel-sar during a session at the H.C. Wainwright Connect Conference, emphasizing ocular oncology as the company’s initial development focus while also discussing ongoing work in non-muscle invasive bladde
ZTO Express (Cayman) (NYSE:ZTO) reported stronger first-quarter volume growth than the broader Chinese express delivery industry, with management citing improved pricing discipline, lower transit costs and growth in higher-value parcel categories as key drivers of the quarter.
Chairman and Chief Ex
Merlin, Inc. Common Stock (NASDAQ:MRLN) used its first earnings call as a public company to outline its autonomous flight strategy, highlight the launch of its first named product, Condor, and report first-quarter 2026 financial results that reflected higher operating investment and significant non-
James Hardie Industries (NYSE:JHX) reported higher fiscal fourth-quarter revenue and adjusted EBITDA as the building products company benefited from the addition of AZEK, cost controls and early progress on integration initiatives, while management cautioned that construction markets remain challeng
CAVA Group (NYSE:CAVA) reported strong first-quarter 2026 results, with executives pointing to traffic gains, new restaurant performance and continued demand for Mediterranean cuisine as key drivers of growth.
On the company’s earnings call, Co-Founder and CEO Brett Schulman said CAVA “further soli
AirSculpt Technologies (NASDAQ:AIRS) executives said the body contouring company has returned to same-store sales growth after more than two years of declines, while outlining plans to expand services tied to GLP-1 weight-loss drug side effects and eventually resume clinic growth across the U.S.
Ch
Keysight Technologies (NYSE:KEYS) reported what executives described as the best quarter in the company’s history, with fiscal second-quarter orders surpassing $2 billion and revenue rising sharply across its communications and electronic industrial businesses.
President and CEO Satish Dhanasekaran
Skillz (NYSE:SKLZ) reported higher year-over-year revenue for the first quarter of 2026 while continuing to post losses, as management highlighted improving underlying profitability, a profitable contribution from RZR and a major legal victory against Papaya Gaming.
Chief Executive Andrew Paradise
Red Robin Gourmet Burgers (NASDAQ:RRGB) reported continued operating improvement in its fiscal first quarter of 2026, with management pointing to better traffic trends, higher restaurant-level margins and early traction from its value-focused menu strategy.
President and Chief Executive Officer Dav
8X8 (NASDAQ:EGHT) reported its fourth consecutive quarter of year-over-year revenue growth in fiscal fourth quarter 2026, with executives saying the company is seeing momentum from usage-based communications, artificial intelligence tools and disciplined cost management.
Chief Executive Officer Sam
Grupo Financiero Galicia (NASDAQ:GGAL) management said profitability weakened sharply in the first quarter of 2026, as higher loan-loss provisions, limited loan demand and inflation accounting effects weighed on results, even as margins and efficiency showed sequential improvement.
Pablo Firvida, h
Adagene (NASDAQ:ADAG) Chief Strategy Officer Mickael Chane-Du outlined the company’s clinical strategy for its lead antibody program, ADG126, during a discussion with Stifel senior biotech analyst Stephen Willey, emphasizing the company’s focus on improving the therapeutic index of CTLA-4 inhibition
HIVE Digital Technologies is leveraging its significant power infrastructure to pivot from crypto mining into a high-margin sovereign AI data center provider.
NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.
Brady Corporation is rapidly expanding its enterprise automation footprint as artificial intelligence data center construction fuels massive organic demand.
Agios Pharmaceuticals (NASDAQ:AGIO) executives said the company is focused on advancing mitapivat across rare hematologic diseases, highlighting early launch traction in thalassemia and a recently submitted supplemental new drug application for sickle cell disease during a presentation at the 2026 R
ATRenew (NYSE:RERE) reported first-quarter 2026 revenue and non-GAAP operating income growth that management said reflected continued expansion of its recycling and resale model, stronger direct-to-consumer sales and growth in its marketplace and multi-category recycling businesses.
On the company’
Automatic Data Processing (NASDAQ:ADP) President and CEO Maria Black said the human capital management provider is seeing a “generally stable” but still muted labor environment, while positioning the company for what she described as a “defining moment” for the HCM industry.
Speaking with Tien-Tsin
Pearl Diver Credit (NYSE:PDCC) reported a first-quarter net loss as market-driven unrealized losses weighed on results, while management said recurring cash flows from its CLO portfolio remained strong enough to exceed distributions and expenses.
Chief Executive Officer Indranil Basu said the broad
MYT Netherlands Parent B.V. (NYSE:MYTE) executives said the company, referred to on the call as LuxExperience B.V., posted a second consecutive profitable quarter on an adjusted EBITDA basis as its Mytheresa business continued to grow and turnaround efforts advanced at NET-A-PORTER, MR PORTER and YO
Bill Ackman's Pershing Square made big moves in top AI hyperscaler stocks in Q1, with several standing in clear contrast to Berkshire Hathaway's changes.
Home Depot (NYSE:HD) reported first-quarter fiscal 2026 results that were in line with management’s expectations, with modest comparable-sales growth despite continued pressure from housing affordability, higher interest rates and cautious consumer behavior around large projects.
The home improveme
Eagle Materials (NYSE:EXP) reported record revenue for fiscal 2026 as strength in cement and aggregates offset continued softness in wallboard tied to residential construction headwinds.
President and Chief Executive Officer Michael Haack told investors that the company delivered “another year of s
