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Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following

MercadoLibre, Inc. MELI demonstrated broad-based gross merchandise volume (GMV) growth across Latin America during the first quarter of 2026. Consolidated GMV reached $19 billion, representing a 42%

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always

Alphabet Inc. GOOG emphasized accelerating artificial intelligence adoption across its consumer and enterprise businesses during its second-quarter 2026 earnings call. Management focused on

ServiceNow NOW reported impressive second-quarter fiscal 2026 results, surpassing Wall Street expectations on both the top and bottom lines as accelerating adoption of its AI platform, robust

Nuclear energy is gaining significance as the global push toward decarbonization accelerates, with small modular reactors emerging as a promising solution. Their ability to provide reliable

Datadog’s DDOG enterprise customer base is strengthening its long-term growth trajectory by driving higher recurring revenues and deeper platform adoption. The company ended the first quarter of

Smith+Nephew SNN recently unveiled an expanded ASC Solutions strategy aimed at helping ambulatory surgery centers ("ASCs") improve operational efficiency, accelerate growth and deliver better

Micron Technology, Inc. MU is strengthening its position in the fast-growing artificial intelligence (AI) memory market by accelerating the production of its HBM4 products. As AI models become

STMicroelectronics N.V. STM emphasized accelerating demand across artificial intelligence infrastructure, industrial applications and automotive markets during its second-quarter 2026 earnings call

MaxLinear, Inc. MXL used its second-quarter 2026 earnings call to highlight accelerating momentum in optical AI data center products, with management pointing to stronger demand, expanding customer

Nokia Oyj NOK used its second-quarter earnings call to highlight accelerating demand tied to artificial intelligence (AI) and cloud infrastructure, while management emphasized investments

Blackstone Inc. BX emphasized artificial intelligence investments, accelerating capital inflows and expanding private market opportunities during its second-quarter 2026 earnings call. Management

United Rentals, Inc. URI highlighted accelerating demand, record utilization and a stronger outlook during its second-quarter 2026 earnings call. Management raised its full-year guidance as large

SAP SE SAP used its second-quarter earnings call to emphasize accelerating adoption of its Autonomous Enterprise strategy, with management focusing on artificial intelligence, cloud momentum and

Intel Corporation INTC used its second-quarter 2026 earnings call to emphasize accelerating demand for AI infrastructure, improving manufacturing execution and increased investment to expand

Argan, Inc. AGX has been one of the market's standout performers in 2026, driven by accelerating earnings, a record backlog and strong demand for power infrastructure tied to data centers and