Margin Guidance

Business

Lumen Charts a New Course: Completes AT&T Deal, Slashes Debt, and Positions as AI Infrastructure Leader

Following the closure of its $5.75 billion fiber sale to AT&T, Lumen Technologies reports a dramatically strengthened balance sheet, with debt cut by over $5 billion and interest expenses nearly halved. The company is now pivoting its full focus toward becoming a core enterprise and AI infrastructure provider.

Feb 4, 2026

Business

Walmart's Fair Value Edges Higher: Analysts Weigh Shifting Retail Dynamics

Walmart's fair value estimate sees a modest uptick, reflecting a nuanced analyst landscape where operational strength contends with broader retail sector headwinds.

Feb 4, 2026

Business

Columbia Sportswear Beats Q4 Forecasts on Strong U.S. Demand, Charts Cautious 2026 Course Amid Tariff Headwinds

Columbia Sportswear's fourth-quarter performance surpassed expectations, driven by resilient U.S. consumer demand that countered warm weather abroad. As new leadership takes the helm, the outdoor apparel giant forecasts modest growth for 2026 while navigating persistent tariff pressures and implementing strategic price increases.

Feb 4, 2026

Business

AMD Caps Record Year on AI Surge, Sees Data Center Momentum Building Through 2026

Advanced Micro Devices closes a landmark 2025 with record revenue and profit, fueled by explosive growth in its data center and AI businesses. CEO Lisa Su points to expanding market share and a robust pipeline for next-generation AI hardware as key drivers for the coming year.

Feb 4, 2026

Business

eGain Surpasses Q2 Expectations, Fueled by Surging Demand for AI Knowledge Hub

eGain Corporation (EGAN) reported stronger-than-anticipated fiscal Q2 results, driven by accelerating adoption of its AI Knowledge Hub and a growing partner ecosystem. The company highlighted major enterprise wins and robust financial metrics, signaling a strategic shift towards AI-powered customer engagement.

Feb 3, 2026

Business

8x8 Posts Third Straight Quarter of Growth, Fueled by AI and Usage-Based Services

Cloud communications firm 8x8 reports a return to top-line growth in Q3 2026, driven by surging demand for its AI and usage-based offerings. While platform consolidation marks a key milestone, the company navigates near-term revenue headwinds from legacy customer transitions.

Feb 3, 2026

Business

Digital Turbine Surpasses Expectations in Q3, Fueled by International Growth and Operational Efficiency

Digital Turbine posts robust Q3 FY2026 results, with revenue climbing 12% and EBITDA soaring 76%. Strong international performance and a streamlined tech stack drive momentum, leading the company to raise its full-year outlook.

Feb 3, 2026

Business

Ball Corporation Caps Record 2025, Eyes Sustained Growth on Aluminum Can Demand and Strategic Acquisitions

Ball Corporation (NYSE: BALL) reported record financial results for 2025 and provided a confident outlook for 2026, fueled by robust global demand for aluminum beverage cans, disciplined cost management, and the recent acquisition of European assets. New CEO Ron Lewis emphasized the company's strategy is 'intact and working,' targeting continued double-digit EPS growth.

Feb 3, 2026

Business

ATI Soars on Strong Aerospace & Defense Demand, Projects Record 2026 Earnings

Specialty materials leader ATI capped a transformative 2025 with robust fourth-quarter results, fueled by surging aerospace and defense orders. With a bullish 2026 outlook targeting $1 billion in adjusted EBITDA, the company signals sustained momentum in key high-performance markets.

Feb 3, 2026

Business

ADM Navigates a 'Dynamic and Difficult' 2025, Eyes Brighter 2026 Amid Policy Uncertainty

Archer Daniels Midland reported mixed Q4 results, with profits pressured in its core Ag Services & Oilseeds unit. While management touted operational improvements and a strong cash flow performance, they cautioned that clarity on U.S. biofuel policy is key to unlocking a more constructive outlook for the year ahead.

Feb 3, 2026

Business

PayPal Navigates Leadership Shift and Checkout Headwinds in Q4 2025 Report

PayPal's latest earnings reveal a CEO transition and a strategic pivot as the payments giant grapples with slower-than-expected modernization of its core online checkout business, despite growth in Venmo and enterprise services.

Feb 3, 2026

Business

Beyond the Penny Stock Label: Three Asian Companies Catching Investor Eyes

Amidst global market volatility, a closer look at three Asian small-cap stocks reveals nuanced stories of growth, resilience, and potential value beyond their 'penny stock' classification.

Feb 3, 2026

Business

8x8 Posts Strong Q3 Results, Fueled by AI and Usage-Based Revenue Surge

Cloud communications provider 8x8 reports a third consecutive quarter of revenue growth, driven by a near-60% jump in consumption-based offerings and accelerating adoption of its AI solutions, particularly in voice.

Feb 3, 2026

Business

IAC Tops Q4 Revenue Forecasts Amid Ongoing Sales Slump and Persistent Losses

Digital media conglomerate IAC reported fourth-quarter revenue that narrowly exceeded Wall Street expectations, yet sales fell 10.5% year-over-year to $646 million. The company posted a GAAP loss of $0.99 per share, missing analyst estimates and highlighting ongoing challenges in its core businesses.

Feb 3, 2026

Business

Netflix Shares Sink Below $80: A Buying Opportunity or a Sign of Deeper Challenges?

Despite posting strong 2025 financial results, Netflix's stock has tumbled nearly 40% from its 2024 peak, raising questions about its valuation and competitive resilience in a crowded streaming landscape.

Feb 3, 2026

Business

Amdocs Meets Q4 Forecasts, Bolsters AI and Telecom Portfolio with New Deals and Acquisition

Telecom software leader Amdocs reported fourth-quarter results aligning with Wall Street revenue projections, while earnings slightly exceeded expectations. The company highlighted a renewed multi-year pact with T-Mobile and the strategic acquisition of Matrixx Software as it pushes its 'agentic' AI operating system for the telecom sector.

Feb 3, 2026

Business

Sonos Posts Strong Q1, Outlines Five-Point Plan for Return to Growth

Buoyed by disciplined cost management and a sharpened focus on its integrated ecosystem, Sonos reports robust Q1 profitability and details a strategic roadmap to reignite durable revenue growth in fiscal 2026.

Feb 3, 2026

Business

Lumen Technologies Beats Q1 Revenue Forecasts, Yet Challenges Persist Amid Strategic Shift

Lumen Technologies (NYSE: LUMN) surpassed Wall Street's revenue expectations for Q1 2026, posting $3.04 billion in sales. However, the results reveal a 4.4% year-over-year decline and ongoing struggles in its core enterprise segment, casting a shadow over the telecom infrastructure provider's turnaround efforts.

Feb 3, 2026

Business

Emerson Electric Meets Q4 Revenue Forecasts, Beats Profit Expectations Amid Industrial Sector Scrutiny

Emerson Electric reported fourth-quarter sales of $4.35 billion, aligning with Wall Street estimates, while adjusted earnings of $1.46 per share surpassed projections. The industrial automation giant continues to demonstrate robust profitability despite modest top-line growth.

Feb 3, 2026

Business

Digital Turbine Posts Strong Q3 Growth, Fueled by AI and International Expansion

Digital Turbine (APPS) reported robust third-quarter earnings for fiscal 2026, with revenue climbing 12% year-over-year to $151.4 million and adjusted EBITDA surging 76%. The mobile technology company highlighted accelerating momentum in its international business and the strategic application of AI as key growth drivers, while also raising its full-year outlook.

Feb 3, 2026