Résultats

Royalty Pharma says growth expanding beyond royalties at Morgan Stanley conference
Royalty Pharma told attendees at a Morgan Stanley conference that its growth is extending beyond its core royalty business.

Zoetis pipeline offsets near-term pricing pressure, CFO says
Veterinary drugmaker Zoetis cut its 2024 operational revenue guidance into negative territory but pointed to a deepening pipeline and cyclical rather than structural headwinds as reasons for long-term optimism.

ALX Oncology Projects Cash Runway Through 2028, Outlines Two Drug Catalysts
The company ended the quarter with $153 million in cash and provided updated clinical data for its CD47 inhibitor evorpacept and ADC ALX2004 at the H.C. Wainwright conference.

Verastem Oncology to Present Dual-Track RAS Strategy at H.C. Wainwright
The oncology company will discuss its dual approach to RAS-targeted programs when it appears at the H.C. Wainwright conference.

Verrica Pharmaceuticals at H.C. Wainwright conference: growth and pipeline
Verrica Pharmaceuticals will address growth and pipeline developments during its appearance at the H.C. Wainwright conference.

Schrödinger lifts software guidance as hosted revenue hits 47% of total
At Morgan Stanley's healthcare conference, the drug-discovery software maker reported 27% ACV growth, raised software guidance by $10 million and targeted 75% hosted revenue by 2027.

Eli Lilly at Morgan Stanley conference: broad obesity push gains steam
Eli Lilly addressed investors at a Morgan Stanley conference where its broader obesity initiative was highlighted.

Avalyn at Morgan Stanley healthcare conference: inhaled PF push
Avalyn participated in the Morgan Stanley healthcare conference, where it highlighted an inhaled PF push.

Axsome Therapeutics discusses growth, pipeline and cash at Morgan Stanley conference
Axsome Therapeutics presented at a Morgan Stanley conference, covering its growth prospects, product pipeline and cash position.

FIS Raises Full-Year Free Cash Flow Guidance to $2.2 Billion at Goldman Conference
FIS lifted full-year free cash flow outlook by 36% to $2.2 billion and pointed to more than $3 billion by 2028, while cutting one-time costs from $800 million to $730 million during a Goldman Sachs Communacopia presentation.

EVI Industries Q4 Earnings Beat Estimates on Record Fiscal Year
EVI Industries reported Q4 adjusted EPS of $0.17 vs. $0.16 expected, with Q4 revenue of $121.87M vs. $111.1M expected. Fiscal 2026 revenue hit a record ~$447M.

ServiceTitan Reports Q2 2026 Results and Outlook
ServiceTitan reported Q2 2026 revenue of $292.8 million, up 21% year-over-year, but missed adjusted EPS expectations, leading to a significant stock price decline.

Braze posts 26% revenue growth but margin pressure weighs on shares
Customer engagement platform Braze reported Q2 FY2027 revenue of $227.2 million, up 26%, but gross margin declined 70 basis points as premium messaging volumes and AI hiring weighed on profitability.

Braze posts 26% revenue growth as margin pressure spooks investors
Marketing-platform provider Braze reported Q2 FY2027 results that beat estimates, but compressed gross margins and guidance-driven concerns sent shares down nearly 17% after hours.

ServiceTitan posts 21% revenue rise in Q2 FY27, guides lower Q3
Revenue reached $293 million, up 21% YoY, while operating margin improved to 15.2%. The company forecast Q3 revenue of $285‑$287 million and FY27 revenue of $1.139‑$1.144 billion.

Nutanix Says Cloud Push Is Gaining Pace as Margin Target Rises
Nutanix management said cloud and non-core bookings are accelerating, with FY27 operating margin guidance of 24%-25% and long-term margins above 30%.

Mission Produce reports $450 million Q3 revenue, shares climb 7% after hours
The avocado grower posted 26% revenue growth to $450 million, beat earnings forecasts but missed EPS, and reaffirmed second‑half adjusted EBITDA guidance.

Braze Beats Q2 Estimates, Shares Fall Despite Strong Performance
Braze reported strong Q2 results, beating revenue and EPS estimates, but shares fell after-hours due to guidance adjustments and market sentiment.
Evommune's EVO756 Fails Phase 2b in Atopic Dermatitis
The company will drop the drug from its atopic dermatitis pipeline after the trial missed its primary and secondary endpoints, but will continue developing it for migraine prophylaxis.

Newell Brands Turnaround Gains Momentum With Q2 Sales Growth
Newell Brands reported Q2 core sales growth of 2.3%, marking the first positive quarter since mid-2022, and raised full-year guidance as its three-year turnaround strategy takes hold.

Independence Realty Trust Declares $0.18 Quarterly Dividend
Philadelphia-based REIT sets Oct. 23 payment date for Q3 distribution; shares must be held through Sept. 30 record date.

Twilio renforce son engagement dans l’intelligence artificielle à la conférence technologique de Goldman Sachs
Twilio a présenté sa stratégie IA à trois niveaux et a annoncé une croissance organique substantielle de ses revenus supérieure à 5 % pour deux trimestres consécutifs alors que la plateforme de communications dans le cloud accélère son plan de produits axé sur les agents.

Starling Oncology Projects Revenue Doubling, Profitability in Sight
The value-based oncology platform raised its capital structure and pointed to capitated revenue growth of 100% in 2027, alongside an adjusted EBITDA profitability target for 2026.

Korn Ferry Declares $0.55 Quarterly Dividend
The global consulting firm set the payment for Oct. 15, with a record date of Sept. 22, as CEO Burnison cited confidence in the company’s strategic direction.

