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Henry Schein (NASDAQ:HSIC) executives said the company is on track with its 2026 commitments and value-creation plan, while pointing to continued momentum in the U.S. dental market despite broader concerns about consumer confidence.
Speaking at a Stifel dental track event moderated by Stifel Managi
Robinhood Markets (NASDAQ:HOOD) CFO Shiv Verma said the company is expanding its artificial intelligence efforts with newly announced “agentic” trading and commerce tools, while continuing to prioritize asset growth, international expansion and product diversification.
Speaking at an investor confe
GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the chipmaker sees a path to significantly higher profitability over the next several years, driven by a mix shift toward faster-growing end markets, technology services, manufacturing productivity and better utilization of its e
JFrog (NASDAQ:FROG) is seeing continued demand from enterprise artificial intelligence activity, with cloud usage benefiting from experimentation around coding agents and model development, Jeff Schreiner, the company’s head of investor relations, said during a conference discussion with analyst And
Fiserv (NASDAQ:FISV) President and CEO Mike Lyons said the payments and financial technology company is working to restore what he described as its historically predictable, mid-single-digit revenue growth profile after a difficult year for investors.
Speaking at a Bernstein-hosted discussion with
Figure Technology Solutions (NASDAQ:FIGR) Chief Executive Officer Michael Tannenbaum said the company’s core strategy has remained consistent since its founding in 2018: building capital markets marketplaces on blockchain rails while using automation to lower costs and improve liquidity.
Speaking w
Silvercorp Metals (NYSEAMERICAN:SVM) reported record fourth-quarter and fiscal 2026 financial results, driven by sharply higher realized silver prices and continued cash generation from its Chinese operations, President Lon Shaver said on the company’s earnings call.
Shaver said fourth-quarter reve
Evolv Technologies (NASDAQ:EVLV) executives used an appearance at TD Cowen’s TMT conference to outline the company’s growth strategy, recent financial performance and product positioning in weapons-detection screening.
CEO John Kedzierski said Evolv was created to address a gap between traditional
Salesforce is on track for a robust rebound as its growth and valuation set it up for a triple digit gain, and then another triple digit gain over time.
Dollar Tree shares just spiked after the company's latest earnings report, with large profitability gains persisting since its breakup with Family Dollar.
Buckle (NYSE:BKE) reported higher first-quarter sales and earnings, helped by comparable-store growth, continued strength in women’s merchandise and a significant reduction in reported selling, general and administrative expenses tied to a litigation settlement.
Tom Heacock, senior vice president o
Universal (NYSE:UVV) said its fiscal 2026 results were pressured by a non-cash goodwill impairment in its ingredients business and higher inventory write-downs tied mainly to non-wrapper dark air-cured tobacco, even as management described the company’s core flue-cured and burley tobacco operations
Equillium (NASDAQ:EQ) Chief Scientific Officer Stephen Connelly outlined new preclinical data during a company webinar focused on the relationship between the aryl hydrocarbon receptor, or AhR, and miR-124, a microRNA implicated in inflammatory disease biology.
The presentation, titled “Insights to
Elmet Group (NASDAQ:ELMT) reported higher first-quarter revenue and profit metrics in its first earnings call as a public company, with management pointing to growth in aerospace, defense and government demand, rising tungsten prices and a record backlog as key themes shaping the business.
Chairman
Apple may have looked like an AI laggard earlier in the year, but its ecosystem stranglehold could make it one of the agentic AI era's biggest winners.
Laurentian Bank of Canada (TSE:LB) reported a second-quarter loss on a reported basis as transaction-related charges and a loss tied to the sale of a syndicated loan portfolio weighed on results, while management said the bank remains on track with previously announced transactions involving Nationa
Genesco (NYSE:GCO) reported first-quarter fiscal 2027 results that exceeded its expectations, with management pointing to continued momentum at Journeys, improvement at Johnston & Murphy and early benefits from efforts to reduce promotions and improve profitability across the business.
Mimi Vau
KNOT Offshore Partners (NYSE:KNOP) reported first-quarter 2026 net income of $2.6 million as management pointed to strong vessel utilization, improved liquidity and additional charter coverage across its shuttle tanker fleet.
Chief Executive and Chief Financial Officer Derek Lowe said on the compan
Hollywood Bowl Group (LON:BOWL) reported record first-half revenue and earnings, with management saying demand for “high quality family leisure experiences” remained resilient despite a challenging consumer and cost environment.
Chief Executive Stephen Burns said the group delivered revenue of £141
Alpha Tau Medical (NASDAQ:DRTS) outlined a series of clinical and regulatory updates during the Lytham Partners Spring 2026 Investor Conference, with Raphi Levy of Alpha Tau telling investors the company’s most important trials are “coming to a head” over the coming months.
Levy said the company is
American Airlines is integrating high-speed Starlink satellite internet across its narrowbody fleet to capture the lucrative corporate travel market segment.
The Chinese government just threw a wrench in Meta's AI strategy, blocking its purchase of the startup Manus. See why and what it means for Meta's future.
Datadog (NASDAQ:DDOG) co-founder and CEO Olivier said the company has seen business acceleration over the past several quarters, with growth coming from a broad set of customers rather than a single account or segment.
Speaking at a Bernstein event with Senior Analyst Peter Weed, Olivier said the c
Core Scientific (NASDAQ:CORZ) is focused on expanding five new data center sites under development, diversifying its customer base and positioning itself to win long-term artificial intelligence infrastructure contracts, CEO Adam Sullivan said at the 54th Annual TD Cowen TMT Conference.
In a conver
AvePoint (NASDAQ:AVPT) executives said the company is broadening its position from its Microsoft roots into a wider data management, governance and AI security platform, with artificial intelligence driving new customer conversations and pipeline growth.
Speaking at a Jefferies event hosted by anal
NetApp (NASDAQ:NTAP) reported record fourth-quarter and fiscal 2026 results, with executives citing strong demand for artificial intelligence infrastructure, public cloud services, all-flash storage and its Keystone storage-as-a-service offering.
Chief Executive Officer George Kurian called fiscal
Viasat (NASDAQ:VSAT) reported record backlog, modest revenue growth and positive free cash flow for fiscal 2026, while executives said the satellite communications company is positioning for growth from new satellite capacity, defense technology programs and a planned shared space infrastructure ven
UiPath (NYSE:PATH) reported a stronger-than-expected start to fiscal 2027, with management highlighting growth in annual recurring revenue, revenue and profitability, as well as increasing customer adoption of its artificial intelligence and process orchestration products.
Founder and Chief Executi
Park Aerospace (NYSE:PKE) reported fourth-quarter sales of $24.187 million as Chairman and Chief Executive Officer Brian Shore said the company is seeing accelerating demand tied to both commercial aircraft engines and missile systems.
On the company’s fiscal 2026 fourth-quarter investor call, Shor
SentinelOne (NYSE:S) reported a stronger start to fiscal 2027, with management pointing to accelerating annual recurring revenue growth, improving profitability and rising demand for AI-related cybersecurity products.
Chief Executive Officer Tomer Weingarten said the company delivered “strong reven
AerSale (NASDAQ:ASLE) Chief Financial Officer Martin Garmendia said the aviation aftermarket remains supported by aging fleets, strong passenger demand and supply chain constraints that are extending the service lives of existing aircraft.
Speaking at Jefferies’ second annual MRO Summit, Garmendia
Autodesk (NASDAQ:ADSK) reported first-quarter fiscal 2027 results above the high end of its guidance ranges and raised portions of its full-year outlook, while announcing a definitive agreement to acquire MaintainX, a maintenance and asset operations software company.
President and CEO Andrew Anagn
Costco Wholesale (NASDAQ:COST) reported higher fiscal third-quarter earnings and sales as strong gasoline demand, continued membership growth and gains in digital sales supported results, executives said on the company’s earnings call.
Gary Millerchip, Costco’s executive vice president and chief fi
MongoDB (NASDAQ:MDB) reported stronger-than-expected first-quarter fiscal 2027 results, with management pointing to continued momentum in its Atlas cloud database business, durable demand for Enterprise Advanced and early signs of growth tied to artificial intelligence workloads.
President and Chie
Okta (NASDAQ:OKTA) executives said the identity security company began fiscal 2027 with strong first-quarter momentum, citing large enterprise demand, partner engagement and contributions from newer products, while emphasizing artificial intelligence agents as a major emerging opportunity for the bu
Elastic (NYSE:ESTC) reported stronger-than-expected fourth-quarter fiscal 2026 results, with executives pointing to accelerating customer commitments, rising artificial intelligence-related adoption and larger multi-year deals as key drivers of momentum heading into fiscal 2027.
Chief Executive Off
GAP (NYSE:GAP) reported first-quarter fiscal 2026 results that management said reflected continued progress in its turnaround, with companywide comparable sales rising for the ninth consecutive quarter, even as performance varied sharply across its portfolio of brands.
Chief Executive Officer Richa
Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth.
Jeff Clarke said reven
NGL Energy Partners (NYSE:NGL) reported a strong finish to fiscal 2026, with management highlighting record performance in its Water Solutions segment and continued progress toward simplifying the partnership’s business mix and capital structure.
Chief Financial Officer Brad Cooper said adjusted EB
PagerDuty (NYSE:PD) reported fiscal first-quarter results that exceeded its revenue and non-GAAP operating margin guidance, while the company highlighted early traction from its shift toward usage-based pricing and announced a leadership transition.
Jennifer, who has served as CEO for 10 years, sai
Appian (NASDAQ:APPN) Chief Financial Officer Serge Tanjga said the company is seeing growing customer adoption of artificial intelligence features, while emphasizing that enterprises are taking a cautious approach to deploying AI in mission-critical workflows.
Speaking at a TD Cowen software confer
Ambarella (NASDAQ:AMBA) reported fiscal first-quarter results that landed within its guidance ranges, while management emphasized growing momentum in edge artificial intelligence, automotive telematics and new long-term customer agreements.
President and CEO Fermi Wang said the company delivered re
HealthEquity (NASDAQ:HQY) raised its fiscal 2027 outlook after reporting higher first-quarter profitability, record revenue in key categories and expanded margins, with management pointing to account growth, deeper member engagement and operating efficiencies from technology and artificial intellige
ePlus (NASDAQ:PLUS) reported a strong finish to fiscal 2026, with management pointing to broad-based demand across artificial intelligence, cloud, data center, networking and security as key drivers of growth.
On the company’s fourth-quarter and full-year earnings call, Chief Executive Officer and
American Eagle Outfitters (NYSE:AEO) reported first-quarter revenue growth and operating income ahead of its guidance, as continued momentum at Aerie and OFFLINE offset weaker trends in parts of the namesake American Eagle brand.
Executive Chairman and Chief Executive Officer Jay Schottenstein said
Asana (NYSE:ASAN) reported fiscal first-quarter revenue that exceeded its guidance range and said customer retention, expansion activity and adoption of its artificial intelligence products improved during the period.
Chief Executive Officer Dan Rogers said the company generated revenue of $205.1 m
Applied Materials (NASDAQ:AMAT) Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned around the areas he described as the fastest-growing parts of wafer fab equipment spending.
Speaki
Macro Bank (NYSE:BMA) reported higher first-quarter 2026 profit and maintained its annual guidance, while executives said credit demand was recovering after a seasonally weak start to the year and asset-quality deterioration appeared to be nearing a peak.
Investor Relations representative Nicolás A
Arteris (NASDAQ:AIP) outlined its view of the semiconductor system IP market, its growth strategy and its exposure to AI, data center and chiplet design trends during a TD Cowen TMT conference session with analyst Josh Buchalter.
The Arteris representative, identified by Buchalter as Charlie at the
Champion Iron (TSE:CIA) reported higher year-over-year production in its fiscal fourth quarter, while management said winter weather, a third-party train derailment, planned shutdowns and higher fuel-related costs weighed on sales logistics and operating costs.
On the company’s fourth-quarter fisca
EQB (TSE:EQB) executives said the bank is approaching a major strategic turning point as it prepares to close its acquisition of PC Financial on July 1, while second-quarter earnings reflected higher credit provisions and a softer macroeconomic backdrop.
On the company’s fiscal second-quarter earni
CTS Eventim AG & Co. KGaA (ETR:EVD) reported a double-digit increase in first-quarter revenue and earnings, with management pointing to strength in Live Entertainment, resilient Ticketing revenue and an expanding venue business while reiterating its full-year outlook.
Chief Financial Officer Wi
Shifting to high-voltage power architectures makes analog semiconductor companies the ultimate gatekeepers for the booming artificial intelligence market.
Royal Bank Of Canada (NYSE:RY) reported fiscal second-quarter earnings of CAD 5.5 billion, with adjusted earnings of CAD 5.6 billion, as management highlighted strong results across capital markets, wealth management and Canadian banking businesses.
President and Chief Executive Officer Dave McKay
Toronto Dominion Bank (NYSE:TD), which operates as TD Bank Group, reported what executives described as a strong second quarter for fiscal 2026, driven by revenue growth across several businesses, margin expansion, expense discipline and stable credit performance.
Chief Executive Officer Raymond Ch
XPENG (NYSE:XPEV) said it expects a sharp rebound in second-quarter deliveries after a weaker first quarter, while management outlined a broader push to position the company around “physical AI” applications including advanced driver assistance, Robotaxis and humanoid robots.
Co-founder, Chairman a
Align Technology (NASDAQ:ALGN) executives highlighted product innovation, financing initiatives and international expansion as key growth drivers during a discussion at the 2026 Stifel Jaws & Paws Conference.
Chief Financial Officer John Morici, joined by Shirley Stacy, vice president of financ
Heico (NYSE:HEI) reported record fiscal second-quarter 2026 results, with management citing strong demand across commercial aviation, defense and space, as well as contributions from recent acquisitions.
Co-Chairman and Co-Chief Executive Officer Victor Mendelson said the company is “firing on all
Hormel Foods (NYSE:HRL) said its fiscal second-quarter results exceeded internal expectations, driven by organic sales growth across all three operating segments, improved margins and stronger manufacturing performance, particularly in turkey operations.
Interim Chief Executive Officer Jeff Ettinge
Kohl's (NYSE:KSS) reported what executives described as its strongest quarterly comparable sales performance in more than four years, as the retailer cited gains in proprietary brands, improved inventory management and stabilization among its Kohl's Card customers.
On the company's first-quarter fi
Diana Shipping (NYSE:DSX) reported a sharply higher first-quarter profit as the dry bulk shipowner benefited from improved charter rates, lower interest expense and an unrealized gain tied to its investment in Genco Shipping & Trading.
Chief Executive Officer Semiramis Paliou said the dry bulk
IREN is leveraging its massive grid-connected power assets in Texas to secure high-margin artificial intelligence contracts and transform its valuation.
RTX is actively dismantling the most severe munitions production bottleneck facing the Western defense industrial base through composable propulsion systems.
Best Buy (NYSE:BBY) reported better-than-expected first-quarter fiscal 2027 results, with comparable sales rising 2% from a year earlier and adjusted earnings per share increasing 11%, executives said on the company’s earnings call.
CEO Corie Barry said the retailer generated revenue of $8.9 billio
Burlington Stores (NYSE:BURL) reported stronger-than-expected fiscal first-quarter results, with executives saying the off-price retailer benefited from broad-based comp growth, better markdown execution and supply chain productivity.
Chief Executive Officer Michael O'Sullivan said the company deli
Sono-Tek (NASDAQ:SOTK) reported higher profitability and modest revenue growth for fiscal 2026, as management said the company’s shift toward larger, higher-value production systems continued to support margins and earnings.
On the company’s fiscal 2026 earnings call, Executive Chairman Dr. Christo
