Earnings
Roche reports strong Phase II data for diabetes drug Enicepatide
Roche's Phase II trial of Enicepatide showed HbA1c drops of up to 4.13 points and 15.5% weight loss in Type 2 diabetes patients, clearing the way for Phase III start in 2027.
Here Group Q4 Loss Widens as Revenue Doubles, Stock Slumps
Here Group reported Q4 revenue more than doubled to CNY 127.7 million but posted a wider net loss of CNY 169.6 million, weighed down by a CNY 124.1 million goodwill impairment tied to its Fastone acquisition.
BBVA CEO highlights 22.2% ROTE and strong Mexico growth at BofA conference
BBVA reported a 22.2% first‑half return on tangible equity, 62% loan‑book expansion since 2021 and a surge in digital customers in Mexico, while warning of higher inflation and rates in Turkey.
Bruker Raises Full-Year Outlook on Stronger Mix, Margin Expansion
Bruker upgraded its full-year guidance at the BofA healthcare conference, citing an improving revenue mix toward higher-margin instruments and aftermarket services, and expecting at least 250 basis points of operating margin expansion in fiscal 2026.
Pfizer at U.S. All Stars Conference: growth shifts beyond covid
Pfizer discussed at the U.S. All Stars Conference how its growth is shifting beyond covid, according to a transcript of the remarks.
Credo raises FY2027 revenue growth outlook to 85% on optical demand
The AI connectivity company guided its optics revenue target at $600 million and projected accelerating quarterly growth toward a potential billion-dollar quarter by early FY2028.
BioMarin Sees VOXZOGO on Track for $1B in 2026 Sales at Citi Summit
BioMarin's CEO highlighted strong VOXZOGO momentum and a broadening pipeline at the Citi Biopharma Back to School Summit, projecting $1.0B–$1.05B in full-year revenue.
Arista projects 40% revenue rise, AI mix to drive 2028 scale‑up revenue
Arista Networks forecasts $12.6 bn revenue for 2025, 62‑64% gross margins and zero scale‑up Ethernet revenue in 2026, with AI‑driven sales expected to start in 2028.
CNO Financial Raises ROE Target, Backs $170M Tech Overhaul at KBW Conference
Insurance maker raises return-on-equity target to mid-teens and announced a $170 million three-year technology investment as broker-dealer assets hit $19 billion.
Danaos Stock Hits 52-Week High as Q2 Earnings Beat
Danaos Corp shares reached $155.89, their highest level in a year, after second-quarter results beat estimates on stronger dry bulk rates and lower interest costs.
Swiss Re posts $2.8B in H1 profit, on track for full-year target — AM Best
Reinsurer's first-half net profit of $2.8 billion already exceeds 60% of its $4.5 billion annual goal, earning a stable outlook from AM Best.
Travere Therapeutics reports $489M cash and $3B sales potential for FILSPARI at Cantor conference
At the 12th Annual Cantor Fitzgerald Global Healthcare Conference, Travere outlined a mid‑20% gross‑to‑net range for FILSPARI, a cash balance of $489 million and a peak‑sales outlook above $3 billion.
Shift4 Cuts Guidance on FX Headwinds, Announces $300M A2A Platform Acquisition
Shift4 cut full-year guidance by roughly 200 basis points at midpoint due to foreign exchange headwinds, while also disclosing a $300 million account-to-account payments platform acquisition and reaffirming strong organic growth.
Abbott Declares Quarterly Dividend of 63 Cents Per Share
Healthcare giant Abbott raised its quarterly payout for a 54th consecutive year, marking its 411th straight quarterly distribution since 1924.
LPP Group Posts Strong Q2 Profit Growth, Raises Margin Outlook
Polish retailer LPP reported Q2 revenue growth of 18% and EBITDA up to PLN 1.7 billion, pushing full-year gross margin guidance higher amid robust back-to-school demand.
Cullinan to discuss zipalertinib trial results Monday
The clinical-stage biopharma will host a virtual analyst event on Phase 3 REZILIENT3 data for its EGFR mutation-positive NSCLC treatment, following a positive interim read.
Smithfield Reports Record Profit as Packaged Meats Cushion Pork Headwinds
Smithfield Foods posted record Q2 and first-half 2025 operating profit, with packaged meats profits holding at 13.1% as the company offset significant pork spread compression through operational execution.
NVIDIA's Huang Sees AI Buildout Still Early Amid $5.27 Trillion Valuation
NVIDIA CEO Jensen Huang said AI infrastructure spending could hit $3 trillion to $4 trillion by 2030, even as the company posts $303 billion in trailing revenue and a P/E of 27.6.
Rubrik Raises Full-Year Guidance on Accelerating Revenue Growth
Rubrik shares rose after the cybersecurity firm reported 35% net new ARR growth and raised its annual outlook, driven by demand for AI-ready data resilience and autonomous recovery.
HPE Raises Full-Year Cash-Flow Targets on Strong Demand for AI, Networking
Hewlett Packard Enterprise lifted fiscal 2027 free-cash-flow guidance to at least $5 billion, citing record quarterly FCF, a $30 billion purchase-commitment balance, and AI-server backlogs nearing $7 billion.
T-Mobile Raises FWA Target to 15M by 2030, Posts Strong Postpaid Growth
T-Mobile upgraded its fixed wireless access customer target and reported 500,000 postpaid net additions in Q2, while highlighting a growing strategic moat across consumer and enterprise markets.
Datadog CFO Details AI Monetization Strategy at Goldman Sachs Conference
Datadog CFO David outlined the company's AI platform play, citing 31.5% revenue growth, near-80% gross margins, and a push into enterprise accounts as cloud adoption remains early.
ATS Targets 15% EBIT Margin as It Shifts Portfolio Toward Regulated Sectors
Canada-based ATS aims to return to 15% EBIT margin through fixed-cost transformation, aftermarket growth and supply-chain optimization as it pivots away from ICE and transportation OEMs.
Avio Reports 18% H1 Revenue Growth as Backlog Tops €2 Billion
The Italian aerospace firm posted €276 million in first-half revenue, driven by launch-systems activity and a €110 million equity investment from Advent International.