Earnings
Super Micro projects $65‑$72bn FY2026 revenue as AI demand accelerates
Super Micro Computer forecast full‑year fiscal 2026 revenue of $65‑$72 billion, guided Q1 revenue to $15 billion and highlighted a $60 billion order book and expanding AI infrastructure market.
NetApp raises fiscal 2027 outlook after strong first-quarter results
NetApp said fiscal 2027 revenue and EPS guidance were lifted sharply after first-quarter results beat targets, with public cloud and all-flash storage growth leading demand.
GeneDx reports 32% Q2 volume rise, aims to boost collection rates
The genetics testing firm posted 32% year‑over‑year volume growth in Q2, returned to profitability a quarter early and outlined a plan to lift collection rates toward 70%.
Nexxen raises 2026 revenue guidance, outlines AI‑driven growth at Citi conference
At the Citi Global TMT Conference, Nexxen lifted its full‑year 2026 revenue outlook threefold, kept EBITDA guidance unchanged and highlighted AI‑enabled performance gains across its CTV and mobile portfolio.
J.M. Smucker raises EPS and FCF outlook as growth broadens
J.M. Smucker lifted full-year adjusted EPS to $10.50-$11.00 and FCF guidance to about $1.1 billion after first-quarter sales rose 5% and key brands posted volume growth.
James Fisher 1H 2026 profit rises 27.9% as defence surge offsets energy drag
James Fisher said first-half underlying operating profit rose 27.9% to £14.2m, with defence revenue up 43.1% and energy profit down 45.4%.
Novartis After Phase III Setback as Dystrophy Drug Misses Primary Endpoint
Novartis' del-desiran fails its Harbor Phase III trial in myotonic dystrophy type 1, casting doubt on returns from the $12 billion Avidity acquisition.
TKO Group Sees 39.6% EBITDA Margin and Pushes $1.2 Billion Partnership Target
At a Goldman Sachs conference, TKO Group outlined margin expansion, sub-2x leverage, a 60%+ free-cash-flow conversion target and a $1.2 billion global partnership goal by 2030.
DigitalOcean raises AI-driven revenue outlook at Goldman Sachs conference
CEO and CFO detail AI cloud expansion, targeting 35%+ revenue growth in 2024 and 50%+ in 2027, with core cloud margins near 70% and overall gross margin at 57%.
Medtronic Says Growth Broadens as Cardiac Ablation and M&A Accelerate
Medtronic reported 13.7% first-quarter revenue growth and said cardiac ablation, Symplicity and a faster M&A pace are broadening its outlook.
FIGS Projects 20% Growth on 3.1M Customers, International Revenue Surges 67%
Scrubs maker FIGS guided to roughly $760M in revenue with 15% adjusted EBITDA margin as the Barclays conference highlighted accelerating growth and a widening competitive moat.
STV H1 Results: Ad Revenue Rises as Studios Face £25.4M Impairment
STV Group reported H1 2026 total revenue of £66.1m, down 27% year-over-year, as ad revenue growth was more than offset by a £25.4m impairment charge at its Studios division.
Deutsche Bank Raises Givaudan Price Target to 3700 Francs, Keeps Buy
Deutsche Bank analyst Virginie Boucher-Ferte lifted Givaudan's price target from CHF 3650 to CHF 3700 and retained a Buy rating following the company's investor conference.
Cheesecake Factory sees 6% comparable sales growth and 26 new units in 2026
The restaurant group said comparable sales rose nearly 6%, with traffic contributing about 3 points, and plans 26 openings in 2026 while targeting 25 to 30 basis points of annual margin expansion.
Louisiana-Pacific Stock Hits 52-Week Low After Q2 Miss
LPX shares fell to a 52-week low after second-quarter adjusted EPS and revenue missed estimates, EBITDA dropped 44%, and the company cut capex guidance and curtailed a Texas OSB mill.
Sabaf Q2 2026 Sales Rise 3.5% on Emerging-Market Strength; Net Income Slips
Italian gas appliance maker reports H1 momentum across India, Africa/Middle East and Mexico, but U.S.-Europe demand remains below 2019 levels and net income falls to €0.9 million.
People Inc. Unveils Brand Shift, MGM Stake and Litigation Play at Citi TMT Conference
Formerly IAC, People Inc. (PPLI) showcased its MGM Resorts stake, Google ad-tech lawsuit, and transition to subscription models as its market value lagged fundamentals.
Stryker keeps 2026 organic growth outlook as supply issues bite
The medical‑device maker reaffirmed 8.3%‑9.3% organic growth for 2026 despite a $350 million cyber‑incident hit and peripheral‑vascular supply constraints.
C.H. Robinson cites AI-driven margin gains as earnings outlook stays strong
The logistics firm reported over 20% earnings growth in 2024‑25 and expects a similar rise in 2026, crediting AI tools that have slashed quoting times and boosted per‑employee profit.
IRSA FY2026: Record rental EBITDA, 22% mall portfolio growth
IRSA reported record rental adjusted EBITDA near $200 million, net income up 60.7%, and mall GLA growth of 22% since FY2024, with 97% occupancy.
Novartis Shares Plunge as CEO Faces Pressure After Second Drug Failure
Novartis stock fell 10% on Tuesday after a second pipeline failure in two days, erasing nearly all of the year's gains and reigniting scrutiny of its acquisition-driven growth strategy.
Uniti Reports Record Fiber Bookings as AI Build Cycle Drives Growth
The former Windstream unit posted a record $2.2 million monthly recurring revenue in Q2 wholesale bookings, citing surging demand from hyperscalers and neo-cloud firms for AI fiber infrastructure.
IRSA Posts Record Rental EBITDA as Net Income Jumps 61% in Fiscal 2026
The Argentine real estate firm reported record rental EBITDA of nearly $200 million and net income of ARS 420.9 billion for fiscal 2026, driven by inflation-linked lease adjustments and FX gains.
AMD lifts AI outlook as MI450 ramp begins and data center target rises
AMD said MI450 shipments start in Q3 2026 and server CPU revenue should grow more than 80% in the second half, supporting a $70 billion 2027 data center business.