Earnings Updates

Free cash flow more than doubled to $74 million as Rubrik beat every Q1 FY2027 guided metric and lifted its annual outlook.

The market sold a record quarter. Ciena's $7.7B backlog and first Hyper-Rail win suggest the AI networking story is just beginning.

Enterprise cohorts accelerating for three-plus consecutive quarters. Samsara stock offers roughly 115% implied upside on TIKR's base case model.

Palo Alto Networks beat on every metric in Q3 FY2026 yet the stock fell. Here is why 55 analysts still say buy.

Lululemon Athletica stock sinks 11% after the company cuts its full-year guidance, citing weak North American demand and brand headwinds.

Five Below's turnaround is now five quarters deep: 23% comp growth, 158% EPS growth, and $8.85 in raised full-year guidance.

Ulta Beauty beat Q1 FY2026 EPS estimates by 12% and raised its buyback to $1.5B. The stock dropped 5% anyway.

Dollar General beat Q1 FY2027 EPS by 6%, expanded operating margin 40 basis points, and raised guidance. But analysts are still cutting targets.

Veeva Systems launched Falcon, its first agentic labor platform. Here's why TIKR models 89% total return from here through 2031.

CrowdStrike stock falls 10% despite a Q1 beat and raised guidance, as investors lock in profits after a 60% YTD rally on AI security demand.

Broadcom stock plunges 14% after Q2 revenue misses and CEO Hock Tan holds the AI chip forecast steady at $100 billion despite strong growth.

Palo Alto Networks stock dips 3% despite a strong Q3 earnings beat and raised guidance, as investors lock in gains after a 60% year-to-date rally.

GitLab stock drops after Q2 guidance disappointed investors, despite a strong Q1 beat and promising early traction from its new AI platform.

Science Applications International beat Q1 FY2027 EPS estimates by 42%, hit a record 11.65% EBITDA margin, and raised full-year guidance to $9.90–$10.10.

ICON stock surged 17% as its accounting probe closed. But with 2026 EPS guided to $10 to $11, the earnings trough has not passed yet.

Buckle beat Q1 EPS by 25% and dropped 9%. A $19M settlement is why the market doesn't believe it.

Dollar Tree stock surged 17% after Q1 adjusted EPS of $1.74 beat estimates by 13%, driven by shrink improvement.

Okta stock jumped 23% after Q1 FY27 revenue beat estimates by 1.76%, with net retention inflecting to 107%.

Futu Holdings stock posted record trading volume of HKD 4.15 trillion in Q1 but a RMB 1.85B penalty collapsed reported EPS.

Atlas hit a $2B run rate with 29% growth for the fourth consecutive quarter. MongoDB stock jumped 10% on the news.

Autodesk beat Q1 EPS by 5%, raised FY27 guidance, and announced its largest-ever acquisition. Here's what the numbers say about ADSK stock.

Dell Technologies beat Q1 EPS by 64%, posted $43.8B in revenue, and raised full-year guidance by $27 billion in a single quarter.

Costco posted $4.93 EPS and record gas volumes in Q3, beating estimates as the value thesis delivered 15% earnings growth.

Bath & Body Works beat Q1 EPS by 10%, but a mid-teens body care decline keeps the $31 recovery target conditional.

Advance Auto Parts stock extended its 49% YTD rally after Q1 comp sales hit a 5-year high of 3.5% and multiple analysts raised price targets.

TIKR's base case targets approximately $34 for HP stock, implying 34% upside from today's price. Here's the full story.

HEICO's Flight Support Group hit 24.5% operating margin in Q1 FY2026 as 12% organic growth drove a 21% surge in operating income.

Wall Street had modeled $2.72 EPS. Dycom delivered $4.42. Now the question is whether the Street can catch up.