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The Latest Breaking News from MarketBeat

Alarum Technologies Q1 Earnings Call Highlights

Alarum Technologies (NASDAQ:ALAR) reported sharply higher first-quarter 2026 revenue and a modest increase in profitability, as management said demand from artificial intelligence and enterprise data workloads continued to drive usage of the company’s data infrastructure platform. Chief Executive O

MarketBeat · May 28

Dollar Tree Q1 Earnings Call Highlights

Dollar Tree (NASDAQ:DLTR) reported stronger-than-expected first-quarter fiscal 2026 results, with executives pointing to improved merchandising, lower shrink and disciplined cost control as key drivers behind margin expansion and earnings growth. CEO Mike Creedon said the quarter “builds upon the s

MarketBeat · May 28

Semtech’s Explosive Rally May Only Be Getting Started

Semtech is well-positioned as a nuts-and-bolts AI play critical to datacenters, 5G, and the IoT- postive feedback loops form and drive business.

MarketBeat · May 28

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Hims & Hers Eyes Global Growth: Will $1.15B Eucalyptus Deal Fuel Its Recovery or Dilute Shareholders?

Hims & Hers is acquiring Australian telehealth platform Eucalyptus as part of its international expansion plan while using $350 million in convertible senior notes.

MarketBeat · May 28

Canadian Imperial Bank of Commerce Q2 Earnings Call Highlights

Canadian Imperial Bank of Commerce (NYSE:CM) reported sharply higher second-quarter earnings, with management pointing to broad-based revenue growth, positive operating leverage and a strong capital position as key drivers of the bank’s performance. President and Chief Executive Officer Harry Culha

MarketBeat · May 28

Weibo Q1 Earnings Call Highlights

Weibo (NASDAQ:WB) reported higher first-quarter 2026 revenue as advertising returned to year-over-year growth, while management said the company is focusing on user retention, video consumption, artificial intelligence tools and content marketing to support longer-term growth. Chief Executive Offic

MarketBeat · May 28

Futu Q1 Earnings Call Highlights

Futu (NASDAQ:FUTU) reported record trading activity and continued international account growth in the first quarter of 2026, while a regulatory penalty from Chinese authorities weighed sharply on reported net income. On the company’s earnings call, Chairman and Chief Executive Officer Leaf Li said

MarketBeat · May 28

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The Food Delivery War Just Entered Its Final Phase

The battle for global food delivery dominance accelerates as major platforms aggressively pursue acquisitions to secure immense long-term pricing power.

MarketBeat · May 28

Bath & Body Works Stock Surged Despite Falling Sales—Here’s Why

Bath & Body Works stock jumped after earnings as investors focused on value, dividends, and Amazon-driven growth opportunities

MarketBeat · May 28

Dick’s Sporting Goods Isn’t Done Winning Yet

Dick's Sporting Goods is amid consolidation as it digests the Foot Locker acquisition. Growth, cash flow, and capital return says higher prices to come.

MarketBeat · May 28

SSE H2 Earnings Call Highlights

SSE (LON:SSE) said it delivered full-year earnings toward the top end of its guidance range while accelerating investment across its regulated networks, renewables and flexible generation businesses, as management emphasized the company’s role in supporting electrification and energy security. Chie

MarketBeat · May 28

Johnson Matthey H2 Earnings Call Highlights

Johnson Matthey (LON:JMAT) reported higher underlying profit, improved margins and stronger cash generation for fiscal 2025/2026, while management outlined progress on a restructuring strategy, the pending sale of Catalyst Technologies and a new acquisition aimed at expanding its emissions-control b

MarketBeat · May 28

CoreWeave Says Margins Set to Inflect as AI Power Capacity Comes Online

CoreWeave (NASDAQ:CRWV) Chief Financial Officer Nitin Agrawal said the AI cloud company expects margin improvement in the second half of the year as recently added power capacity is converted into deployed GPUs and customer revenue. Speaking in a fireside-style discussion, Agrawal said CoreWeave st

MarketBeat · May 28

Cellebrite DI Eyes AI, Cloud and FedRAMP as Digital Investigations Demand Grows

Cellebrite DI (NASDAQ:CLBT) executives said the company is seeing broader customer adoption of its digital investigations platform, with artificial intelligence, cloud migration and U.S. federal authorization expected to shape its next phase of growth. Speaking at a TD Cowen fireside chat hosted by

MarketBeat · May 28

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MarketBeat · May 28

Cognex Says Turnaround Is Gaining Steam as AI Vision and Cost Cuts Boost EPS

Cognex (NASDAQ:CGNX) is seeing the early benefits of a leadership transition, an improving market backdrop and a sharper focus on operating efficiency, CFO Dennis Fehr said during a TD Cowen investor event hosted by analyst Joe Giordano. Fehr said the machine vision company has undergone “transform

MarketBeat · May 28

Carlyle Group CEO Says Fundraising 'Super Cycle' Can Power Earnings Growth

Carlyle Group (NASDAQ:CG) Chief Executive Officer Harvey Schwartz said the asset manager remains on track with its multiyear plan, citing stronger fee-related earnings, improved margins and a coming “super cycle” of fundraising across major flagship funds. Speaking at an Autonomous fireside chat ho

MarketBeat · May 28

Noah Q1 Earnings Call Highlights

Noah (NYSE:NOAH) reported modest revenue growth but sharply higher operating profit for the first quarter of 2026, as management said the wealth management firm continued shifting toward investment-led products, overseas expansion and AI-enabled operations. Co-founder, Director and CEO Zhe Yin said

MarketBeat · May 28

Cogent Communications Sees Data Center Sale Easing Debt Fears, Reviving Capital Returns

Cogent Communications (NASDAQ:CCOI) Chief Executive Dave Schaeffer said the company’s planned sale of 10 data centers to I Squared Capital is part of a broader effort to reduce leverage, address concerns around its 2027 notes and eventually restart a more aggressive return-of-capital program. Speak

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MarketBeat · May 27

Everpure Q1 Earnings Call Highlights

Everpure (NYSE:P) reported a stronger-than-expected first quarter of fiscal 2027, with management citing broad demand across core businesses and geographies, higher pricing tied to component shortages and continued momentum in subscription offerings. Chief Executive Officer Charlie Giancarlo called

MarketBeat · May 27

Coveo Solutions Q4 Earnings Call Highlights

Coveo Solutions (TSE:CVO) reported record fourth-quarter and full-year new business bookings for fiscal 2026, with management pointing to strength in B2B commerce, generative AI and large enterprise deployments as the main drivers of momentum. On the company’s earnings call, Executive Chairman Loui

MarketBeat · May 27

Salesforce Q1 Earnings Call Highlights

Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products. Chair and CEO Marc Benioff said Salesfor

MarketBeat · May 27

Snowflake Q1 Earnings Call Highlights

Snowflake (NYSE:SNOW) reported accelerating growth in its first quarter of fiscal 2027 and raised its full-year outlook, with executives pointing to stronger demand for its core data platform and early traction from artificial intelligence products including Snowflake Intelligence and Cortex Code.

MarketBeat · May 27

Synopsys Q2 Earnings Call Highlights

Synopsys (NASDAQ:SNPS) reported fiscal second-quarter results above its own guidance and raised its full-year outlook, citing solid execution, demand tied to artificial intelligence chip development and early benefits from its integration of Ansys. President and CEO Sassine Ghazi said Synopsys deli

MarketBeat · May 27

HP Q2 Earnings Call Highlights

HP (NYSE:HPQ) reported stronger second-quarter fiscal 2026 results, with management citing growth in Personal Systems, momentum in AI PCs and disciplined cost mitigation in a challenging component-cost environment. Interim Chief Executive Officer Bruce Broussard said revenue rose 9% year over year,

MarketBeat · May 27

Baker Hughes CEO: Data Centers, LNG Fuel Shift Beyond Oilfield Services

Baker Hughes (NASDAQ:BKR) Chairman and Chief Executive Officer Lorenzo Simonelli said the company has become “very different” from the traditional oilfield services business it was a decade ago, emphasizing a broader strategy focused on industrial energy solutions, natural gas, power generation and

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