Apple's latest quarterly results, fueled by 'staggering' iPhone demand, signal robust growth and resilience against long-standing market concerns.
The digital payments giant reported a 28% jump in quarterly profit, with Total Payment Volume hitting $475.1 billion. However, the company forecasts a decline in earnings per share for the coming year and announced the immediate departure of its CEO.
Driven by explosive demand for its networking silicon and custom AI accelerators, Broadcom (AVGO) posted record quarterly revenue. Analysts debate whether its premium valuation is justified by its entrenched position with hyperscalers and robust cash flow.
Monday.com Ltd. (MNDY) is drawing renewed investor interest following a strong Q3 FY25 performance, with bulls highlighting its rapid transition into an AI-powered work operating system and robust enterprise growth as key drivers for long-term value.
A sustained decline in Chinese lithium carbonate spot prices is exerting fresh pressure on global producers like Albemarle, casting a shadow over its upcoming earnings report and long-term investment thesis tied to the energy transition.
Defense giant Lockheed Martin reported better-than-expected fourth-quarter results, reaffirmed its 2026 outlook, and secured a key $328.5 million sensor contract for Taiwan's Air Force, driving its stock higher. Analysts point to a record $194 billion order backlog as a buffer, though questions linger about valuation and long-term budget dependencies.
Micron Technology's stock, riding the AI wave to multi-year highs, faces a critical juncture as its valuation gap widens. While long-term momentum remains strong, recent volatility and a significant premium to some fair value estimates prompt investors to weigh the sustainability of its rally against potential market and geopolitical risks.
QinetiQ Group's fair value estimate sees a marginal downward revision as analysts incorporate a more conservative revenue trajectory. The adjustment highlights a divided Street, balancing long-term defense sector potential against near-term growth uncertainties.
Following a sharp post-earnings sell-off, Axon Enterprise (AXON) faces questions about its premium valuation. Yet, management's long-term vision and the company's unique market position have some investors seeing a potential entry point.
As Amazon prepares to report its fourth-quarter results, strong performance across its core businesses is expected. Yet, despite solid fundamentals, the stock has languished, leaving investors to weigh near-term AI costs against long-term growth potential.
Modular housing leader Champion Homes (SKY) surpassed Q4 earnings expectations despite a modest sales increase, as strategic shifts toward company-owned retail and new product lines helped offset broader market pressures.
Despite recent stock volatility, Global-E Online Ltd. (NASDAQ: GLBE) is drawing investor attention for its pivotal role as the behind-the-scenes infrastructure for international e-commerce. With a renewed strategic partnership with Shopify and a recent milestone of GAAP profitability, analysts debate whether its high-growth trajectory justifies its premium valuation.
As Amazon prepares to report its fourth-quarter results, investors are weighing robust cloud reacceleration against hefty AI investments. With the stock lagging behind Magnificent Seven peers, tomorrow's call could set the tone for its 2025 trajectory.
A surge in short-term call option activity for Advanced Micro Devices (AMD) suggests some investors are positioning for a swift recovery, despite the stock's sharp 16% drop following strong quarterly results.
While AMD's Q4 2025 results met key targets, a sharp sell-off followed. Leading analysts from Wedbush and Baird point to solid fundamentals and strategic positioning in AI and data centers as reasons for long-term confidence, despite near-term headwinds and one-time benefits clouding the print.
The medtech giant surpassed financial expectations, driven by robust performance in its core imaging and pharmaceutical diagnostics segments, while outlining a strategic shift towards becoming a comprehensive healthcare solutions provider.
BetMGM announced record financial results for fiscal year 2025, with net revenue soaring 33% to $2.8 billion. While CEO Adam Greenblatt reaffirmed the company's iGaming focus, a 63% surge in online sports betting revenue proved the primary growth driver, signaling a pivotal shift in the competitive U.S. digital gaming landscape.
Microsoft's Q1 FY26 results showcase explosive 18% revenue growth, driven by its AI and cloud divisions. While the tech giant's strategic bets appear to be paying off, analysts weigh the impact of massive infrastructure spending and increasing competition on its long-term trajectory.
Spire Inc. posted a sharp rise in fiscal first-quarter earnings, driven by higher natural gas rates and improved utility performance. The company reaffirmed its full-year outlook, signaling confidence amid regulatory adjustments and evolving energy market dynamics.
Following its transformative $4.1 billion acquisition of BlueHalo, AeroVironment (AVAV) is emerging as a key player in the next generation of defense technology. With soaring contract values and a strategic pivot to integrated multi-domain systems, the company stands to benefit from rising global defense budgets focused on drones and electronic warfare.
