Article Archive

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.

Strategy sold 18.26M MSTR shares for $2B in net proceeds and created a new $1.59B 'USD Cash' liquidity account for flexible Bitcoin Treasury deployment.

KBW analyst Meyer Shields downgraded ALL to Underperform and cut the price target from $255 to $250, turning bearish on the insurer.

Abbott is paying $670M to resolve roughly 2,000 NEC-related claims tied to its specialty preterm infant formulas, bypassing the appeals process.

BMO Capital's Harsh Kumar sets a $550 price target on AMD, pointing to the Helios AI rack and design wins at OpenAI, Meta, and Anthropic as key drivers.

Gossamer Bio structured a $250M private placement with $25M upfront and $125M contingent on FDA acceptance of its seralutinib NDA for pulmonary arterial hypertension.

Telsey raised TGT to $182, Goldman to $161, and Citi to $160 after Q2 EPS doubled to $4.11 and comparable sales grew 3.8%.

Guggenheim cut LOW's target to $275 from $300, while three other firms also trimmed targets: all four kept Buy or Outperform ratings on the stock.

ROST earned $2.66 per share vs. a $1.85 consensus, with a $253M tariff refund and 10% comparable-store sales growth powering raised full-year guidance.

Capital One will retire all 1 million shares of its Series M preferred stock at $1,000 per share, plus a $9.875 dividend, on September 1, 2026.

Charter just closed its Cox and Liberty Broadband acquisitions on August 19, reshaping its ownership and scale in one of cable's largest deals in years.

RCL closed a $1.25B debt offering at 5.550%, netting roughly $1.24B. Here is what the deal means for the cruise giant's balance sheet.

Lowe's Q2 adjusted EPS of $4.40 topped estimates, but an 81-basis-point margin squeeze and cut full-year guidance stole the spotlight.

TJX posted adjusted EPS of $1.22 vs. $1.20 consensus, but Marmaxx lagging at +1% comps is the detail investors are parsing most closely.

Deere posted Q3 EPS of $5.10 vs. the $4.84 consensus, lifting full-year net income guidance to $4.75B-$5.00B on Construction & Forestry profit rising 84%.

Adjusted EPS of $0.81 topped the $0.75 estimate, but a 96-bps gross margin lift from tariff refunds — not core operations — is the figure investors are dissecting.

Target's Q2 EPS doubled to $4.11, but a $994M tariff refund did the heavy lifting. Here's what the underlying business actually delivered.