Blog
The Market Has Ollie’s Bargain Outlet Completely Wrong
Key Points
- Interested in Ollie's Bargain Outlet Holdings, Inc.? Here are five stocks we like better.
- Ollie's Bargain Outlet trades at roughly 17.5 times earnings, a discount to off-price peers
Macy's Delivers Strong Q1, Raises Outlook, but Wall Street Remains Cautious
Key Points
- Interested in Macy's, Inc.? Here are five stocks we like better.
- Macy's delivered a broad-based earnings beat and raised its full-year outlook, providing further evidence that the
Buy the Dip? Broadcom's AI Moat Is Wider Than Ever
Key Points
- Interested in Broadcom Inc.? Here are five stocks we like better.
- Broadcom benefits from massive capital investments by major technology partners seeking to aggressively expand their
argenx Touts VYVGART Growth, 50,000-Patient Goal at William Blair Conference
Key Points
- Interested in argenex SE? Here are five stocks we like better.
- argenx said its main priorities are revenue growth, profitability and execution as it expands the VYVGART franchise
Arcturus Therapeutics Highlights mRNA Pipeline, CF Data and Vaccine Expansion at Jefferies
Key Points
- Interested in Arcturus Therapeutics Holdings Inc.? Here are five stocks we like better.
- Arcturus Therapeutics is expanding beyond vaccines and is now emphasizing therapeutic mRNA
Amgen Touts MariTide, AI Gains and 2026 Growth Plans at Jefferies Conference
Key Points
- Interested in Amgen Inc.? Here are five stocks we like better.
- Amgen highlighted strong first-quarter performance, with revenue up 6% year over year and non-GAAP EPS up 5%
Alvotech Nears Inflection Point With 5 U.S. Biosimilars Targeted by Year-End
Key Points
- Interested in Alvotech? Here are five stocks we like better.
- Alvotech says it is at an “inflection point,” with management expecting five U.S. biosimilars on the market by year-end
Altimmune Touts Pemvidutide Momentum Ahead of Phase 3 MASH Trial
Key Points
- Interested in Altimmune, Inc.? Here are five stocks we like better.
- Altimmune said it expects to begin enrolling patients in the second half of the year for its Phase 3 pemvidutide
Align Technology CFO: Global Growth, DSOs Offset North America Demand Pressure
Key Points
- Interested in Align Technology, Inc.? Here are five stocks we like better.
- Align Technology said international markets and North American DSOs are offsetting weakness in the U.S
Aldeyra Therapeutics Eyes FDA Feedback as Dry Eye Drug Faces Make-or-Break Moment
Key Points
- Interested in Aldeyra Therapeutics, Inc.? Here are five stocks we like better.
- Aldeyra Therapeutics is awaiting near-term FDA feedback on its dry eye drug reproxalap after a third
Akebia Therapeutics Sees Vafseo Uptake Rising as Access and Pipeline Milestones Near
Key Points
- Interested in Akebia Therapeutics, Inc.? Here are five stocks we like better.
- Vafseo uptake is improving, with Akebia saying the number of prescribing physicians rose 28% to about
Rubrik Q1 Earnings Call Highlights
Key Points
- Interested in Rubrik, Inc.? Here are five stocks we like better.
- Rubrik delivered a record Q1, with subscription ARR rising 32% to $1.57 billion and total revenue up 39% to $387
Guidewire Software Q3 Earnings Call Highlights
Key Points
- Interested in Guidewire Software, Inc.? Here are five stocks we like better.
- Guidewire beat expectations in Q3 with revenue up 27% year over year to $373 million, ARR up more than
Samsara Q1 Earnings Call Highlights
Key Points
- Interested in Samsara Inc.? Here are five stocks we like better.
- Samsara posted strong first-quarter results, with revenue up 31% to $479 million, annual recurring revenue nearing
ServiceTitan Q1 Earnings Call Highlights
Key Points
- Interested in ServiceTitan Inc.? Here are five stocks we like better.
- ServiceTitan reported strong Q1 fiscal 2027 results, with revenue up 25% year over year to $268.8 million and
Planet Labs PBC Q1 Earnings Call Highlights
Key Points
- Interested in Planet Labs PBC? Here are five stocks we like better.
- Planet Labs posted record Q1 revenue of $94 million, up about 42% year over year, and raised its full-year fiscal
Docusign Q1 Earnings Call Highlights
Key Points
- Interested in Docusign Inc.? Here are five stocks we like better.
- DocuSign posted solid Q1 results, with revenue up 9% year over year to $830 million and non-GAAP operating income
Cooper Companies Q2 Earnings Call Highlights
Key Points
- Interested in The Cooper Companies, Inc.? Here are five stocks we like better.
- Cooper Companies delivered a strong Q2 with record revenue of $1.08 billion and non-GAAP EPS of $1.21
Autodesk Says MaintainX Deal Opens Door to $40 Billion Operations Market
Key Points
- Interested in Autodesk, Inc.? Here are five stocks we like better.
- Autodesk says its acquisition of MaintainX is a key move into the operations phase of an asset’s life cycle
Torrid Q1 Earnings Call Highlights
Key Points
- Interested in Torrid Holdings Inc.? Here are five stocks we like better.
- Torrid’s Q1 results were mixed but slightly ahead of plan: Net sales came in at $245.8 million and adjusted
Argan Q1 Earnings Call Highlights
Key Points
- Interested in Argan, Inc.? Here are five stocks we like better.
- Argan posted record first-quarter results, with revenue up 50% to $291 million and net income rising to $46.1
Wealthfront Q1 Earnings Call Highlights
Key Points
- Interested in Wealthfront? Here are five stocks we like better.
- Wealthfront posted solid Q1 growth, with revenue up 7% year over year to $90.5 million and total platform assets
Zumiez Q1 Earnings Call Highlights
Key Points
- Interested in Zumiez Inc.? Here are five stocks we like better.
- Q1 results improved with net sales up 4.9% to $193.3 million and comparable sales rising 4% for the eighth straight
lululemon athletica Q1 Earnings Call Highlights
Key Points
- Interested in lululemon athletica inc.? Here are five stocks we like better.
- Lululemon lowered its fiscal 2026 outlook after first-quarter revenue rose only 4% and comparable sales
Concrete Pumping Q2 Earnings Call Highlights
Key Points
- Interested in Concrete Pumping Holdings, Inc.? Here are five stocks we like better.
- Concrete Pumping reported a strong second quarter, with revenue rising 14% year over year to