AI-powered independent analysis and research on the stocks that matter most to US investors.
Friday, September 4, 2026
Salesforce approved a new deferred compensation plan letting executives defer up to 75% of base salary and 90% of bonuses, per a Sept. 4 SEC filing.
Albemarle taps BHP's Chief Commercial Officer Ragnar Udd as its next CEO, starting Feb. 1, 2027, as Kent Masters moves to Executive Chairman.
Archer Aviation's public warrants expire September 16, with NYSE trading already halted as of September 1. Unexercised warrants become void at $11.50.
USAR closed its Serra Verde combination on Sept. 4 and simultaneously launched a $1.25B securities offering and a 126M-share secondary offering.
Salesforce approved a new deferred compensation plan letting executives defer up to 75% of base salary and 90% of bonuses, per a Sept. 4 SEC filing.
Albemarle taps BHP's Chief Commercial Officer Ragnar Udd as its next CEO, starting Feb. 1, 2027, as Kent Masters moves to Executive Chairman.
Archer Aviation's public warrants expire September 16, with NYSE trading already halted as of September 1. Unexercised warrants become void at $11.50.
USAR closed its Serra Verde combination on Sept. 4 and simultaneously launched a $1.25B securities offering and a 126M-share secondary offering.
Campbell's slashed its quarterly dividend to $0.25 from $0.39 and guided FY27 adjusted EPS to $1.65-$1.80, below the $1.85 analyst estimate, after Q4 margins cratered.
Revenue fell 4.4% but operating income dropped 13.4% as SG&A jumped 5.7%. Full-year guidance cut indicates a 5%-7% revenue decline for fiscal 2026.
AbbVie's $10.9B Apogee deal adds zumilokibart and APG273 to its immunology pipeline, with accretion expected to begin in 2032 and 2026 EPS guidance reaffirmed.
Vertiv's $1.45B upfront deal for UIG adds microgrid and behind-the-meter power tech, with up to $1.15B more in EBITDA-linked earnouts.
Revenue up 13.4% to $410M and GAAP operating income flipped to +$31.6M from -$20.2M a year ago, as UiPath also reshuffled its executive leadership.
Record Q2 revenue of $116.1M beat estimates, but Q3 guidance of $101M-$105M vs $114.3M expected is the number investors are actually watching.
HPE's adjusted EPS of $1.11 beat the $0.94 consensus by 18.1%, while record Q3 revenue of $12.2B and raised full-year guidance are the real story for investors.
Adjusted EPS of $0.18 beat the $0.17 estimate as revenue grew 13.2% to $108.1M, with record edge AI sales and Q3 guidance of $115M-$124M.
C3.ai reported $52.4M in Q1 revenue and $2.1M in free cash flow, with bookings up 73% quarter over quarter under returning CEO Thomas Siebel.
Broadcom's AI semiconductor revenue hit $16.7B in Q3, up 221% YoY, but Q4 guidance of $34.8B came in 1.1% below analyst expectations.
Coherent's board approved $100M in PSUs for top executives, with vesting tied to stock price CAGRs of 10%-25% and a five-year holding period.
Moderna completed a $3B zero-coupon convertible note offering due 2032, with initial purchasers exercising the full $400M overallotment option on September 1.
MDT beat adjusted EPS by $0.05 and delivered $9.76B in Q1 revenue, then raised its FY27 organic growth and EPS outlook — here's what drove it.
Credo posted $479M in Q1 revenue, up 114.7% YoY, with adjusted EPS of $1.20 beating the $1.19 consensus. Q2 guidance calls for $525M-$535M.
PANW beat adjusted EPS by $0.02, but GAAP operating income collapsed 65.4% YoY even as revenue hit $3.41B. Here is what drove the divergence.
Core Scientific closed a $600M JPMorgan-led credit facility on Aug. 25, a structure expected to release roughly $300M in restricted cash for operations.
Dollar General's Q2 EPS of $2.48 jumped 33.3% year over year, with operating profit up 29.2% and full-year EPS guidance raised to $7.80-$8.00.
Bath & Body Works posted adjusted EPS of $0.62 vs. a $0.25 estimate, but $80M in tariff refunds cloud the profit quality as analysts trim price targets.
Workday beat Q2 EPS by $0.19, raised full-year subscription revenue guidance to $9.94-$9.95B, and now counts 5,500+ AI agent customers.
Autodesk posted $2.05B in Q2 revenue, a 16.1% YoY jump, with adjusted EPS of $3.30 beating the $3.19 consensus and full-year guidance raised.
Ulta Beauty posted Q2 diluted EPS of $6.55, up 13.3% YoY, and raised its fiscal 2026 EPS outlook to $28.70-$29.00 as comparable sales rose 3.8%.
IREN's AI Cloud revenue hit $128.8M in FY26, up ~8x, but $638.8M in Bitcoin hardware write-downs drove a full-year net loss of $702.6M.
Record Q2 revenue of $2.74B grew 36.5% YoY, and Marvell raised guidance for both FY2027 and FY2028, with Q3 revenue seen at $3.15B.
HP beat adjusted EPS by $0.11 and hit record Q3 revenue of $15.7B, then raised its full-year GAAP EPS outlook to $2.52-$2.62 vs a $2.42 estimate.
Smucker's adjusted EPS of $3.24 beat the $2.22 consensus by 45.9%, boosted by $115M in tariff refunds and a 13% coffee revenue surge.
CrowdStrike's Q2 adjusted EPS of $0.31 beat the $0.30 consensus, with record net new ARR of $333M and full-year net new ARR guidance raised by 630 basis points.
NVIDIA doubled revenue to $96.2B in Q2 FY2027, with Data Center up 117% YoY. Q3 guidance of $108B sets a new bar for the AI infrastructure buildout.
Salesforce beat Q2 EPS estimates by 87 cents adjusted, with Agentforce ARR topping $1.5B and full-year revenue guidance raised to $46.1B-$46.4B.
Intuit crossed $21.4B in FY2026 revenue, up 14%, but FY2027 guidance of 9%-10% growth is drawing scrutiny from investors.
Important Legal Disclaimer: This is for informational purposes only and is not financial, investment, or tax advice. Past performance is no guarantee of future results. We are not licensed advisors. For Swiss residents: This does not constitute a public offer under FINSA. For EU residents: Not MiFID II compliant advice. For US residents: Not SEC-registered advice. Always consult a qualified professional. Investing involves risk of loss.