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The Latest Breaking News from MarketBeat

Macy's Delivers Strong Q1, Raises Outlook, but Wall Street Remains Cautious

Macy's topped first-quarter expectations and raised its outlook, but Wall Street remains cautious despite signs the turnaround is gaining traction.

MarketBeat

NVIDIA Sends a Message With RTX Spark—This Is What It Says

NVIDIA is in control of AI, driving its evolution at all levels of the stack as it enters the PC market. RTX Spark is another game changer for tech.

MarketBeat

Buy the Dip? Broadcom's AI Moat Is Wider Than Ever

Broadcom secures massive custom silicon demand as hyperscalers pour unprecedented capital into artificial intelligence infrastructure across the globe.

MarketBeat

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argenx Touts VYVGART Growth, 50,000-Patient Goal at William Blair Conference

argenx (NASDAQ:ARGX) Chief Financial Officer Karl Gubitz told investors at the 46th Annual William Blair Growth Stock Conference that the biotechnology company remains focused on revenue growth, profitability and execution as it expands the VYVGART franchise and advances additional pipeline assets.

MarketBeat

Arcturus Therapeutics Highlights mRNA Pipeline, CF Data and Vaccine Expansion at Jefferies

Arcturus Therapeutics (NASDAQ:ARCT) President and CEO Joseph Payne outlined the company’s messenger RNA programs, vaccine approvals and upcoming clinical milestones during a presentation at the Jefferies Global Healthcare Conference in New York. Payne described Arcturus as a “next generation messen

MarketBeat

Amgen Touts MariTide, AI Gains and 2026 Growth Plans at Jefferies Conference

Amgen (NASDAQ:AMGN) executives used a Jefferies investor conference appearance to emphasize the company’s first-quarter growth, its late-stage pipeline and its preparations for potential launches, including the obesity candidate MariTide. Peter Griffith, executive vice president and chief financial

MarketBeat

Alvotech Nears Inflection Point With 5 U.S. Biosimilars Targeted by Year-End

Alvotech (NASDAQ:ALVO) is at an “inflection point” after more than a decade of investment in its biosimilar platform, Founder and Executive Chairman Róbert Wessman said at the Jefferies Global Healthcare Conference in New York. Speaking with Jefferies analyst Marco Baruzzi, Wessman said Alvotech ha

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Altimmune Touts Pemvidutide Momentum Ahead of Phase 3 MASH Trial

Altimmune (NASDAQ:ALT) executives said the company is preparing to begin enrolling patients in the second half of the year for a Phase 3 trial of pemvidutide in metabolic dysfunction-associated steatohepatitis, or MASH, while also awaiting data from related alcohol-associated liver disease programs.

MarketBeat

Align Technology CFO: Global Growth, DSOs Offset North America Demand Pressure

Align Technology (NASDAQ:ALGN) CFO John Morici said the company continues to navigate a challenging but stable demand environment, with international markets and dental service organizations offsetting pressure in parts of North America. Speaking at the Jefferies Global Healthcare Conference in a f

MarketBeat

Aldeyra Therapeutics Eyes FDA Feedback as Dry Eye Drug Faces Make-or-Break Moment

Aldeyra Therapeutics (NASDAQ:ALDX) Chief Executive Todd Brady said the company expects near-term feedback from the U.S. Food and Drug Administration on its dry eye disease candidate reproxalap, following a third complete response letter tied to efficacy questions. Speaking at a Jefferies fireside c

MarketBeat

Akebia Therapeutics Sees Vafseo Uptake Rising as Access and Pipeline Milestones Near

Akebia Therapeutics (NASDAQ:AKBA) outlined its commercial priorities for Vafseo, the expected evolution of reimbursement after the TDAPA period and several renal-disease pipeline programs during a fireside chat at the Jefferies 2026 Global Healthcare Conference. Erik, Akebia’s chief financial offic

MarketBeat

Rubrik Q1 Earnings Call Highlights

Rubrik (NYSE:RBRK) reported what executives described as a record first quarter of fiscal 2027, exceeding its guided metrics and raising its full-year outlook as the cybersecurity company pointed to growing demand for cyber resilience in an AI-driven threat environment. Chief Executive Officer Bipu

MarketBeat

Planet Labs PBC Q1 Earnings Call Highlights

Planet Labs PBC (NYSE:PL) reported record first-quarter fiscal 2027 revenue and raised its full-year sales outlook, citing strong demand from defense and intelligence customers, international governments seeking sovereign space capabilities, and expanding use of its AI-enabled geospatial products.

MarketBeat

Samsara Q1 Earnings Call Highlights

Samsara (NYSE:IOT) reported a strong start to fiscal 2027, with executives highlighting accelerating growth among large customers, expanding adoption of emerging products and continued profitability during the company’s first-quarter earnings call. Chief Executive Officer and Co-founder Sanjit Bisw

MarketBeat

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Guidewire Software Q3 Earnings Call Highlights

Guidewire Software (NYSE:GWRE) reported stronger-than-expected fiscal third-quarter revenue, profitability and cash flow, while management said demand for cloud migrations, pricing tools and AI-related products continued to build heading into the company’s seasonally important fourth quarter. Chief

MarketBeat

ServiceTitan Q1 Earnings Call Highlights

ServiceTitan (NASDAQ:TTAN) reported 25% year-over-year revenue growth for its fiscal first quarter of 2027, as executives said the company benefited from healthy demand across residential and commercial trades, stronger gross transaction volume and early traction for its AI-focused Max offering. Co

MarketBeat

Cooper Companies Q2 Earnings Call Highlights

Cooper Companies (NASDAQ:COO) reported record revenue and non-GAAP earnings for its fiscal second quarter of 2026, while management said it is advancing discussions with multiple parties interested in CooperSurgical as part of its strategic review. President and Chief Executive Officer Albert White

MarketBeat

Docusign Q1 Earnings Call Highlights

Docusign (NASDAQ:DOCU) reported 9% year-over-year revenue growth in the first quarter of fiscal 2027 and said adoption of its AI-native Intelligent Agreement Management platform, or IAM, continued to expand across its customer base. CEO Allan Thygesen said on the company’s earnings call that Docusi

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MarketBeat

Torrid Q1 Earnings Call Highlights

Torrid (NYSE:CURV) reported first-quarter fiscal 2026 sales slightly above its guidance and adjusted EBITDA at the high end of its outlook, while management said ongoing initiatives around store optimization, pricing and marketing are intended to position the plus-size apparel retailer for comparabl

MarketBeat

Autodesk Says MaintainX Deal Opens Door to $40 Billion Operations Market

Autodesk (NASDAQ:ADSK) executives said the company’s recently announced acquisition of MaintainX is intended to extend its software strategy from design and construction into the operations phase of an asset’s life cycle, positioning the company to address a larger market tied to maintenance and fac

MarketBeat

Argan Q1 Earnings Call Highlights

Argan (NYSE:AGX) reported record fiscal first-quarter revenue and sharply higher earnings, as construction activity accelerated across its power projects and the company benefited from improved project execution and margins. On the company’s earnings call for the first quarter of fiscal 2027, ended

MarketBeat

Wealthfront Q1 Earnings Call Highlights

Wealthfront (NASDAQ:WLTH) reported higher year-over-year revenue and record platform assets in its fiscal first quarter, while management said the company continued to invest in product expansion, including home lending, cash management features and artificial intelligence-related capabilities. The

MarketBeat

Zumiez Q1 Earnings Call Highlights

Zumiez (NASDAQ:ZUMZ) reported higher first-quarter sales and improved margins for fiscal 2026, but executives said consumer discretionary spending pressure intensified late in the quarter and continued into May, prompting a cautious outlook for the second quarter. Chief Executive Officer Rick Brook

MarketBeat

lululemon athletica Q1 Earnings Call Highlights

lululemon athletica (NASDAQ:LULU) reported modest first-quarter revenue growth but lowered its fiscal 2026 outlook, citing softer recent sales trends, negative media and social commentary around the brand, and product launches that did not meet expectations. Meghan Frank, interim co-CEO and chief f

MarketBeat

Concrete Pumping Q2 Earnings Call Highlights

Concrete Pumping (NASDAQ:BBCP) reported stronger second-quarter results and raised its fiscal 2026 outlook, citing continued momentum in U.S. commercial and infrastructure markets, improved fleet utilization and growing work tied to data centers and chip plants. On the company’s earnings call for t

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