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Dell's AI Toll Bridge Is Paved with Record Margins
Key Points
- Interested in Dell Technologies Inc.? Here are five stocks we like better.
- Dell Technologies' AI-optimized server revenue surged 757% year over year to $16.1 billion in fiscal Q1 2027
As AI Data Breaches Become More Common, This Cybersecurity ETF Is SurgingAI
Key Points
- Interested in Amplify Cybersecurity ETF? Here are five stocks we like better.
- The Amplify Cybersecurity ETF (HACK) has gained more than 49% since its Feb. 23 year-to-date low, recently
Mitie Group H2 Earnings Call Highlights
Key Points
- Interested in Mitie Group plc? Here are five stocks we like better.
- Mitie posted another strong year, with revenue up 10.5% to GBP 5.6 billion and operating profit up 12.8% to GBP
CMC Markets H2 Earnings Call Highlights
Key Points
- Interested in CMC Markets Plc? Here are five stocks we like better.
- CMC Markets reported stronger FY2026 results, with net operating income up 15% to £392.6 million and profit
Apogee Therapeutics Readies Zumi for Phase 3 With Blackstone Backing
Key Points
- Interested in Apogee Therapeutics Inc.? Here are five stocks we like better.
- Apogee Therapeutics plans to advance lead drug zumilokibart (Zumi) into Phase 3 later this year after
American Public Education Unveils 2029 Growth Plan Fueled by Military and Nursing Programs
Key Points
- Interested in American Public Education, Inc.? Here are five stocks we like better.
- American Public Education set a 2029 growth plan targeting revenue of $890 million to $1 billion
Annexon Maps 3 Big Pipeline Catalysts Ahead of Q4 Vision-Drug Readout
Annexon (NASDAQ:ANNX) executives outlined a series of expected clinical and regulatory updates across the company’s complement-focused pipeline during a session at the Jefferies Conference
Amphastar Pharmaceuticals Sees Generic Atrovent Fueling 2026 Growth Despite BAQSIMI Drag
Key Points
- Interested in Amphastar Pharmaceuticals, Inc.? Here are five stocks we like better.
- Amphastar reaffirmed its expectation for mid- to high-single-digit revenue growth in 2026, with
ALX Oncology Targets Key Readouts to Advance CD47, EGFR Cancer Drug Programs
Key Points
- Interested in ALX Oncology Holdings Inc.? Here are five stocks we like better.
- ALX Oncology expects key data readouts in the coming months for its lead CD47 drug evorpacept and its
Autodesk CFO Says MaintainX Deal Extends AI Push Across Asset Lifecycle
Key Points
- Interested in Autodesk, Inc.? Here are five stocks we like better.
- Autodesk’s $3.6 billion MaintainX acquisition is designed to extend the company from planning and design into
Advanced Energy Industries Sees Semiconductor, Data Center Strength as Margins Climb
Key Points
- Interested in Advanced Energy Industries, Inc.? Here are five stocks we like better.
- Advanced Energy said its semiconductor business is seeing a large pickup in orders, with backlog
Veeva Systems Q1 Earnings Call Highlights
Key Points
- Interested in Veeva Systems Inc.? Here are five stocks we like better.
- Veeva Systems said it had a strong first quarter, with revenue of $883 million and non-GAAP operating income of
IDT Q3 Earnings Call Highlights
Key Points
- Interested in IDT Corporation? Here are five stocks we like better.
- IDT raised its fiscal 2026 outlook after a strong third quarter, with revenue up 5% to $315.7 million and
The Descartes Systems Group Q1 Earnings Call Highlights
Key Points
- Interested in The Descartes Systems Group Inc.? Here are five stocks we like better.
- Descartes posted record Q1 fiscal 2027 results, with revenue up 15% to $193.6 million and
Netskope Q1 Earnings Call Highlights
Key Points
- Interested in Netskope Inc.? Here are five stocks we like better.
- Revenue beat guidance and outlook was raised: Netskope reported Q1 fiscal 2027 revenue of $201.6 million, up 28%
Broadcom Q2 Earnings Call Highlights
Key Points
- Interested in Broadcom Inc.? Here are five stocks we like better.
- Broadcom posted record fiscal Q2 revenue of $22.2 billion, up 48% year over year, with record operating margin of
Petco Health and Wellness Q1 Earnings Call Highlights
Key Points
- Interested in Petco Health and Wellness Company, Inc.? Here are five stocks we like better.
- Petco returned to positive comparable sales in Q1 fiscal 2026, with comp sales up 0.7%
ChargePoint Q1 Earnings Call Highlights
Key Points
- Interested in ChargePoint Holdings, Inc.? Here are five stocks we like better.
- ChargePoint beat revenue guidance in fiscal Q1 2027, posting $102 million in revenue and its third
Tilly's Q1 Earnings Call Highlights
Key Points
- Interested in Tilly's, Inc.? Here are five stocks we like better.
- Tilly’s posted a strong Q1 turnaround, with net sales rising 15.9% to $124.7 million and comparable sales up 22.9%
Adaptive Biotechnologies Highlights clonoSEQ Growth, 2026 Cash Flow Goal at Conference
Key Points
- Interested in Adaptive Biotechnologies Corporation? Here are five stocks we like better.
- clonoSEQ, Adaptive Biotechnologies’ flagship MRD test, remains the company’s core growth
C3.ai Q4 Earnings Call Highlights
Key Points
- Interested in C3.ai, Inc.? Here are five stocks we like better.
- C3.ai reported Q4 revenue of $51.6 million and another heavy loss, with non-GAAP operating loss at $54.4 million and
Five Below Q1 Earnings Call Highlights
Key Points
- Interested in Five Below, Inc.? Here are five stocks we like better.
- Five Below crushed Q1 expectations, with net sales up nearly 33% to $1.3 billion and adjusted EPS jumping 158%
Coke's $10B India IPO Plan Pops the Top on Hidden Value
Key Points
- Interested in CocaCola Company (The)? Here are five stocks we like better.
- Separating the physical infrastructure from the core brand enables Coca-Cola to pursue an incredibly
Astera Labs Conference: Scorpio Switching Seen as Next AI Growth Engine
Key Points
- Interested in Astera Labs, Inc.? Here are five stocks we like better.
- Scorpio switching is emerging as Astera Labs’ next major growth engine, with management saying the family could
FedEx Unboxes Billions in Post-Spinoff Value
Key Points
- Interested in FedEx Corporation? Here are five stocks we like better.
- The freight separation provided FedEx with a substantial cash infusion, enabling it to strengthen its balance