Earnings
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S&P 500 Earnings: Rising EPS and Revenue Forecasts Signal Resilient Profit Outlook
Expected EPS growth for Q4 ’25 is now +13.5% as of Friday, February 6th, 26, versus the expected +8.8% y-o-y…
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A Look At National Bank Holdings’ Valuation After Earnings, Higher Charge Offs And New Capital Returns
Earnings and Credit Costs Take Center Stage for National Bank Holdings National Bank Holdings (NBHC) has drawn investor attention after…
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Arrow Electronics, Inc. Just Beat Earnings Expectations: Here’s What Analysts Think Will Happen Next
It’s been a pretty great week for Arrow Electronics, Inc. (NYSE:ARW) shareholders, with its shares surging 20% to US$159 in…
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Is Stronger Earnings, AI R&D Push and New Leadership Altering The Investment Case For Lam Research (LRCX)?
In late January 2026, Lam Research reported higher quarterly and six-month sales and net income compared with a year earlier,…
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Assessing Sempra (SRE) Valuation After Earnings Beat And Ongoing Analyst Optimism
Sempra (SRE) is back in focus after its latest earnings topped analyst expectations, with Q3 2025 revenue of US$3.2b and…
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Cummins (CMI) Margin Compression Challenges Bullish Earnings Growth Narratives
Cummins (CMI) has wrapped up FY 2025 with Q4 revenue of US$8.5b and basic EPS of US$4.29, alongside trailing twelve…
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Five stocks with more upside based on their latest earnings
Bank of America named five stocks this week that have more room to run following the release of their latest…
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Unifi Q2 Earnings Call Highlights
Unifi logo Cost reset actions — including the Madison facility closure, ~25% North America headcount reduction and footprint consolidation —…
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Magnera Q1 Earnings Call Highlights
Magnera logo Magnera reported Q1 sales of $792 million and adjusted EBITDA of $93 million, results that management said were…
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LiveRamp’s Q4 Earnings Defy Wall Street’s SaaS Skeptics
An emerging consensus among Wall Street investors, based on the earnings reports of companies like Meta and Alphabet, is that…
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