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Advanced Energy Industries (NASDAQ:AEIS) executives said the company is seeing broad-based strength across its semiconductor, data center and industrial and medical end markets, while also pointing to improving margins and additional manufacturing capacity expected to come online later this year.
S
Via MarketBeat · June 3, 2026
Veeva Systems (NYSE:VEEV) reported a strong start to the year, with Chief Executive Officer and Co-Founder Peter Gassner saying the company delivered results ahead of guidance as it expands its focus on artificial intelligence for the life sciences industry.
On the earnings call, Gassner said total
Via MarketBeat · June 3, 2026
IDT (NYSE:IDT) raised its full-year fiscal 2026 profit outlook after reporting higher third-quarter revenue, record gross profit and expanding margins, driven by growth in its higher-margin NRS, Fintech and net2phone segments.
Chief Executive Officer Shmuel Jonas said the company’s year-over-year r
Via MarketBeat · June 3, 2026
The Descartes Systems Group (NASDAQ:DSGX) reported record quarterly results for the first quarter of fiscal 2027, with management pointing to growth in global trade intelligence, e-commerce customs entries, fleet performance management and transportation visibility despite a challenging freight mark
Via MarketBeat · June 3, 2026
Netskope (NASDAQ:NTSK) reported first-quarter fiscal 2027 revenue above its guidance and raised its full-year revenue outlook, as executives said demand remains healthy for the company’s cloud security, networking and emerging AI security products.
Chief Executive Officer and Co-Founder Sanjay Beri
Via MarketBeat · June 3, 2026
Broadcom (NASDAQ:AVGO) reported record fiscal second-quarter 2026 revenue and issued a sharply higher outlook for the current quarter, as President and CEO Hock Tan said demand for the company’s artificial intelligence semiconductors remains “simply insatiable.”
On the earnings call, Tan said total
Via MarketBeat · June 3, 2026
ChargePoint (NYSE:CHPT) reported first-quarter fiscal 2027 revenue above its guidance range and said it is entering the final year of a three-year strategic plan with renewed emphasis on growth, margin improvement and operating leverage.
President and Chief Executive Officer Rick Wilmer said the qu
Via MarketBeat · June 3, 2026
Petco Health and Wellness (NASDAQ:WOOF) reported a return to positive comparable sales in the first quarter of fiscal 2026, with management saying early results support the company’s “Reach for the Sky” strategy focused on product improvements, services growth, store experience and omnichannel execu
Via MarketBeat · June 3, 2026
C3.ai (NYSE:AI) reported fiscal fourth-quarter revenue of $51.6 million and outlined an accelerated restructuring plan that founder, Chairman and Chief Executive Officer Tom Siebel described as a companywide turnaround effort aimed at restoring revenue growth, cash generation and non-GAAP profitabil
Via MarketBeat · June 3, 2026
Tilly's (NYSE:TLYS) reported a sharply narrower first-quarter loss and continued comparable sales growth, as management said the retailer’s turnaround efforts are showing more consistent results across stores and e-commerce.
On the company’s fiscal 2026 first-quarter earnings call, President and Ch
Via MarketBeat · June 3, 2026
Adaptive Biotechnologies (NASDAQ:ADPT) Chief Executive Officer and Co-Founder Chad Robins said the company is focused on expanding its minimal residual disease testing business while pursuing targeted partnerships for its Immune Medicine platform, during a presentation at William Blair’s Growth Stoc
Via MarketBeat · June 3, 2026
Five Below (NASDAQ:FIVE) reported a sharply stronger first quarter than management expected, with executives pointing to broad traffic gains, social-media-driven merchandising, new store growth and higher tax refunds as key contributors.
Chief Executive Officer Winnie Park said the quarter reflecte
Via MarketBeat · June 3, 2026
The Coca-Cola Company plans to spin off its Indian bottling unit to unlock massive latent equity value and drive long-term structural margin expansion.
Via MarketBeat · June 3, 2026
Astera Labs (NASDAQ:ALAB) executives outlined expectations for continued growth across the company’s connectivity portfolio during an Evercore ISI fireside chat, pointing to expanding opportunities in AI infrastructure switching, retimers, CXL controllers and optical connectivity.
Desmond Lynch, ch
Via MarketBeat · June 3, 2026
FedEx's strategic spinoff of its freight division positions the leaner express company to drive significant margin expansion and higher investment returns.
Via MarketBeat · June 3, 2026
Affirm (NASDAQ:AFRM) Chief Financial Officer Rob O’Hare said the company is pursuing a bank charter primarily to diversify its funding base and bring more of its existing infrastructure in-house, while emphasizing that Affirm itself is not becoming a bank.
Speaking with Evercore ISI’s Adam Frisch a
Via MarketBeat · June 3, 2026
Ulta Beauty (NASDAQ:ULTA) reported double-digit sales and earnings growth in the first quarter of fiscal 2026, with management citing broad-based gains across channels and major merchandise categories, stronger gross margin and continued traction from strategic initiatives including international ex
Via MarketBeat · June 3, 2026

Tech remains the strongest market segment, rising on the strength of AI as spending spreads to nuts and bolts plays throughout the stack.
Via MarketBeat · June 3, 2026
See where NVIDIA's dividend yield sits after a 25x dividend boost; one of the largest investors will ever see. Two other industry leaders also lifted payouts.
Via MarketBeat · June 3, 2026
Palo Alto Networks it the most important AI software stock, positioned to accelerate growth in upcoming quarters as it dominates a fractured market.
Via MarketBeat · June 3, 2026
Agilysys (NASDAQ:AGYS) President and CEO Ramesh Srinivasan said the hospitality software provider is entering a new phase of growth after years of rebuilding its product portfolio, with subscription revenue, property management systems and artificial intelligence features expected to drive the busin
Via MarketBeat · June 3, 2026
AI's massive energy demand is driving a nuclear revival, positioning Uranium Energy to profit heavily as the top domestic supplier of uranium.
Via MarketBeat · June 3, 2026
Motorola Solutions is transforming domestic airspace security by acquiring cutting-edge counter-drone technology to establish a public safety monopoly.
Via MarketBeat · June 3, 2026
IBM is leaning into its quantum computing efforts with billions in investments, a move that could prompt smaller rivals to specialize or pivot.
Via MarketBeat · June 3, 2026
HIVE's revenue surged 158%, but investors are focused on whether its AI infrastructure pivot can offset growing pressure on Bitcoin mining
Via MarketBeat · June 3, 2026
Align Technology (NASDAQ:ALGN) executives used a William Blair investor presentation to emphasize the company’s broader digital dentistry platform, positioning Invisalign as part of a workflow that spans consumer engagement, scanning, treatment planning, monitoring and retention.
President and CEO
Via MarketBeat · June 3, 2026
VersaBank (NASDAQ:VBNK) reported record second-quarter fiscal 2026 credit assets and revenue, while management said results were affected by non-core costs tied to its planned corporate reorganization and the sale of its only physical bank branch.
President David Taylor said the quarter was “very m
Via MarketBeat · June 3, 2026
Microsoft Build 2026 highlights the company's push for AI self-sufficiency as investors weigh Azure, Copilot, and long-term AI optionality
Via MarketBeat · June 3, 2026
The recent strategic divestiture by Yum Brands establishes a highly lucrative valuation floor, positioning Restaurant Brands International for gains.
Via MarketBeat · June 3, 2026
Macy's (NYSE:M) reported a stronger-than-expected first quarter of fiscal 2026, with executives saying the retailer’s “A Bold New Chapter” turnaround strategy is gaining traction across its Macy’s, Bloomingdale’s and Bluemercury banners.
Chairman and CEO Tony Spring said the company delivered “ente
Via MarketBeat · June 3, 2026
DWS Group GmbH & Co. KGaA (ETR:DWS) used its 2026 annual general meeting to highlight record 2025 results, new medium-term targets and a continued push into growth areas including ETFs, alternative investments, digital assets and international partnerships.
Supervisory Board Chairman Karl von R
Via MarketBeat · June 3, 2026
Rent the Runway (NASDAQ:RENT) reported sharply higher first-quarter fiscal 2026 revenue and reiterated its full-year outlook, as management pointed to stronger subscriber monetization, growth in add-on items and early progress in new revenue initiatives.
The apparel rental company posted total reve
Via MarketBeat · June 3, 2026
Sprinklr (NYSE:CXM) reported first-quarter fiscal 2027 results that topped management’s expectations, with executives pointing to improving renewal trends, stronger enterprise engagement and growing demand for the company’s AI-native customer experience platform.
President and Chief Executive Offic
Via MarketBeat · June 3, 2026
MiniMed Group (NASDAQ:MMED) reported record fiscal 2026 revenue and outlined a slate of product launches it said will support faster growth in fiscal 2027, as management held the company’s first earnings call as a standalone public company following its March IPO.
Chief Executive Officer Que Dallar
Via MarketBeat · June 3, 2026
Cognyte Software (NASDAQ:CGNT) reported a double-digit revenue increase for the first quarter of fiscal 2027 and reaffirmed its full-year outlook, citing continued demand for its investigative analytics platform, higher recurring revenue and progress in the U.S. market.
Chief Executive Officer Elad
Via MarketBeat · June 3, 2026
Ollie's Bargain Outlet (NASDAQ:OLLI) reported first-quarter fiscal 2026 results that management said reflected solid sales growth, stronger margins and disciplined expense control, even as weather volatility and higher fuel prices weighed on some regions and categories.
President and Chief Executiv
Via MarketBeat · June 3, 2026
Analysts loved what they saw from these three AI stocks in May, placing them on MarketBeat's list of most upgraded names during the month.
Via MarketBeat · June 3, 2026
MongoDB's blowout quarter is the latest proof that the SaaSpocalypse trade was built on fear rather than fundamentals, and the recovery is only getting started.
Via MarketBeat · June 3, 2026
CarGurus (NASDAQ:CARG) highlighted its recent growth, artificial intelligence initiatives and dealer product strategy during a company discussion in which a CarGurus speaker identified as Jason addressed investor questions about valuation, guidance and the evolving online auto-shopping market.
Jaso
Via MarketBeat · June 3, 2026
Medtronic (NYSE:MDT) reported what executives described as its strongest top-line performance in a decade, as growth in cardiac ablation, diabetes, medical-surgical products and select neuroscience platforms helped drive fiscal fourth-quarter and full-year results above expectations.
Chairman and C
Via MarketBeat · June 3, 2026
Zhihu (NYSE:ZH) reported a narrower year-over-year revenue decline and a sequential return to adjusted profitability in the first quarter of 2026, as management pointed to improving monetization, growth in intellectual property operations and continued investment in artificial intelligence-related i
Via MarketBeat · June 3, 2026
Urban Outfitters extended its streak of strong quarters, but shares have pulled back despite bullish analyst sentiment.
Via MarketBeat · June 3, 2026
Brilliant Earth Group (NASDAQ:BRLT) executives outlined the jewelry company’s brand, retail and growth strategy during a hosted discussion featuring Chief Executive Officer Beth Gerstein and Chief Brand Officer Pamela Catlett.
The company, described in the event as a digitally native jeweler focuse
Via MarketBeat · June 3, 2026
Berkshire Hathaway's purchase of Taylor Morrison sets a valuation floor for homebuilders and validates the structural undersupply in residential real estate.
Via MarketBeat · June 3, 2026
Tomato prices rose nearly 40% year-over-year to $2.69 per pound in April, pressuring Campbell's (CPB) and Conagra (CAG), both of which are already facing margin headwinds.
Via MarketBeat · June 3, 2026
Black Rock Coffee Bar (NASDAQ:BRCB) executives outlined the company’s growth strategy, unit economics and near-term sales trends during a Baird investor session, emphasizing the brand’s store experience, barista engagement and expanding development pipeline.
Chief Executive Officer Mark Davis said
Via MarketBeat · June 3, 2026
discoverIE Group (LON:DSCV) reported what Chief Executive Nick Jefferies described as an in-line annual performance, with improving momentum through the year and a stronger exit rate as orders and sales returned to organic growth.
Speaking on the company’s results call for the year ended March 26,
Via MarketBeat · June 3, 2026
Ninety One Group (LON:N91) reported higher assets under management, renewed net inflows and improved profitability for the year ended March 31, 2026, as management pointed to stronger demand for emerging market strategies and early benefits from its partnership with Sanlam Investment Management.
He
Via MarketBeat · June 3, 2026
B&M European Value Retail (LON:BME) reported a difficult fiscal 2026 marked by lower profits, margin pressure and cost inflation, but management said stronger cash generation and reduced leverage give the discount retailer flexibility to invest in growth and its existing store estate.
Chief Executi
Via MarketBeat · June 3, 2026
BlackLine (NASDAQ:BL) executives said finance and accounting departments are moving cautiously but steadily toward artificial intelligence, with demand centered on accuracy, controls and predictable economics rather than experimentation.
Speaking at the Baird Global Consumer, Technology & Servi
Via MarketBeat · June 3, 2026
Aveanna Healthcare (NASDAQ:AVAH) executives outlined the company’s growth strategy, updated 2026 guidance and discussed its newly closed Family First Homecare acquisition during a presentation at William Blair’s Growth Stock Conference.
President and CEO Jeff Shaner described Aveanna as a national
Via MarketBeat · June 2, 2026
Appian (NASDAQ:APPN) Chief Financial Officer Serge Tanjga said the company is seeing stronger traction with large enterprise and government customers as it positions its low-code automation platform around regulated, mission-critical workflows and embedded artificial intelligence.
Speaking at Willi
Via MarketBeat · June 2, 2026
Palo Alto Networks (NASDAQ:PANW) reported what executives described as a record fiscal third quarter, with results exceeding guidance across key metrics as the company cited stronger organic bookings, momentum from its platformization strategy and rising demand tied to artificial intelligence securi
Via MarketBeat · June 2, 2026
Sportsman's Warehouse (NASDAQ:SPWH) reported higher first-quarter sales and reiterated its fiscal 2026 outlook, as management said strength in hunting, shooting sports and fishing offset continued pressure in camping and soft goods.
On the company’s first-quarter 2026 earnings call, Chief Executive
Via MarketBeat · June 2, 2026

Ulta Beauty (NASDAQ:ULTA) reported a strong start to fiscal 2026, with management citing broad-based sales growth across channels and categories, improved gross margin and continued progress on strategic initiatives including international expansion, marketplace, wellness, media and artificial intel
Via MarketBeat · June 2, 2026
Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the company’s edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to products.
Speaking with BofA semiconductor analyst Vivek Arya at
Via MarketBeat · June 2, 2026

GitLab (NASDAQ:GTLB) reported first-quarter fiscal 2027 revenue of $264 million, up 23% year over year, as executives pointed to enterprise demand, growth in dedicated deployments and early traction for its agentic AI products.
Chief Executive Bill Staples said the quarter reinforced management’s v
Via MarketBeat · June 2, 2026
Advanced Micro Devices (NASDAQ:AMD) executives said demand tied to agentic artificial intelligence is accelerating faster than expected, driving a sharp expansion in the company’s server CPU opportunity and shaping its plans for GPU systems, supply chain commitments and customer engagements.
Speaki
Via MarketBeat · June 2, 2026
Alkami Technology (NASDAQ:ALKT) executives outlined the company’s growth strategy, financial outlook and market positioning during a William Blair fintech and payments event, emphasizing demand from regional banks and credit unions seeking digital capabilities comparable to large banks and fintechs.
Via MarketBeat · June 2, 2026
NVIDIA CEO Jensen Huang's endorsement of Marvell Technology as an essential AI partner has sparked a massive rally, positioning the company for future growth.
Via MarketBeat · June 2, 2026
FirstCash Holdings is growing through strong pawn demand, international expansion, and resilient earnings in the evolving pawn business industry.
Via MarketBeat · June 2, 2026
HubSpot was one of the biggest SaaS casualties of the past year, but it could soon become one of the biggest comeback stories too.
Via MarketBeat · June 2, 2026
Insiders are betting big on three stocks. Board members, CEOs, and CFOs are among the buyers, signalling confidene in their fundamentals.
Via MarketBeat · June 2, 2026
AAON (NASDAQ:AAON) executives outlined expectations for continued growth in both light commercial HVAC and data center markets during a William Blair presentation, while also addressing recent production challenges, margin pressure and ongoing efforts to scale the company’s operations.
CEO Matt Tob
Via MarketBeat · June 2, 2026
Think AI is smart now? Wait until photonics are embedded into connectivity devices and unleash existing bottlenecks in the system.
Via MarketBeat · June 2, 2026
Dollar General is amid a major turnaround as it leans into store count growth, remodels, and inventory rationalization to drive comp sales.
Via MarketBeat · June 2, 2026
Kohl's delivered its strongest comparable sales performance in four years, but investors still have reason to be cautious about the retailer.
Via MarketBeat · June 2, 2026
Imperial Brands (LON:IMB) executives said the company has made a strong start to its 2026 financial year and its Strategy 2030 plan, with management emphasizing disciplined growth in next-generation products, continued value creation in combustibles and a multiyear efficiency program.
Speaking at a
Via MarketBeat · June 2, 2026
Donaldson (NYSE:DCI) reported record third-quarter fiscal 2026 sales, adjusted operating margin and adjusted earnings per share, as strength in its Mobile Solutions and Life Sciences segments helped offset operational pressure in Industrial Solutions.
President and CEO Rich Lewis said the quarter m
Via MarketBeat · June 2, 2026
Credo Technologies is gaining momentum and set up to succeed long-term as optics take center stage and design wins improve visibility.
Via MarketBeat · June 2, 2026
Eli Lilly and Company just secured a big win as it looks to expand GLP-1 access, mending its partnership with top pharmacy benefit manager CVS Health.
Via MarketBeat · June 2, 2026
Dollar General (NYSE:DG) reported higher first-quarter sales and earnings, raised its full-year earnings outlook and said it continues to gain market share as financially pressured consumers seek value and convenience.
Chief Executive Officer Todd Vasos said the retailer was “pleased” with first-qu
Via MarketBeat · June 2, 2026
D-Wave noted a second funding award from the government in May, as the quantum computing company continues to build on its R&D efforts.
Via MarketBeat · June 2, 2026
Yesway (NASDAQ:YSWY) reported record first-quarter results in its first earnings call as a public company, with management citing strong fuel margins, higher merchandise sales and improved cost controls as key drivers of profitability.
Chairman, President and Chief Executive Officer Tom Trkla said
Via MarketBeat · June 2, 2026
Signet Jewelers (NYSE:SIG) said it delivered a stronger-than-expected start to fiscal 2027, with comparable sales growth across every category and adjusted earnings growth that prompted the jeweler to raise the midpoint of its full-year guidance.
Chief Executive Officer J.K. Symancyk told investors
Via MarketBeat · June 2, 2026