Earnings

Zeta Global posts 64% stock rise, targets 30% EBITDA margin by 2030
Zeta Global's shares trade near $30, up 64% year‑to‑date. The firm aims for at least 30% adjusted EBITDA margin by 2030 and highlights AI‑driven data‑cloud growth at Citi's TMT conference.

Scotiabank meets 14% ROE target two years early, GBM earnings rise to C$647 million
The Canadian bank reported a 14.2% return on equity, hitting its 14% goal ahead of schedule, while Global Banking & Markets earnings reached C$647 million, above historical ranges.

Elastic Security earns top EPR test score at AV-Comparatives
The endpoint protection product achieved a perfect score across all 50 attack scenarios in AV-Comparatives' 2026 test, marking its second consecutive year as a Certified Leader.

ASA International profit surges 70% on efficiency gains and India exit
Microfinance lender reports H1 2026 underlying net profit of $34.3M, up 42%, as India wind-down boosts margins and portfolio quality holds steady at 2.4% PAR>30.

Watsco at Morgan Stanley’s 14th Annual Laguna Conference: Scale and Tech
Watsco is featured at Morgan Stanley’s 14th Annual Laguna Conference, with scale and technology highlighted.

RXO at Morgan Stanley Laguna conference: share gains lift outlook
RXO discussed its outlook at the Morgan Stanley Laguna conference, noting that recent share gains have improved its perspective.

Clene Says ALS Drug CNM-Au8 Nears NDA Filing; PDUFA Possible Summer 2025
The biotech reported Phase 2 survival benefits and a 10% neurofilament reduction, targeting a Q4 NDA submission with accelerated approval possible by mid-2025.

Revvity Targets Low-30s Operating Margins by 2026 at Wells Fargo Conference
Revvity CEO Prahlad Singh outlined growth and margin expansion plans, citing tariff tailwinds, software resurgence, and recovery in pharma-biotech spending.

GXO Reports Record New Business, Targets Margin Expansion at Jefferies Conference
GXO Logistics posted record $412M in Q2 new business signings, ahead of Nov. 16 investor day, as CEO outlines automation push and margin improvement targets amid sub-peer EBIT margins.

GXO Logistics Outlines Organic Growth Strategy at Morgan Stanley Conference
The logistics company discussed its organic growth initiatives during a presentation at the Morgan Stanley Laguna Conference.

L3Harris Emphasizes Execution Over Restructuring at Morgan Stanley Conference
L3Harris discussed its strategic focus on operational execution rather than restructuring during a presentation at a Morgan Stanley conference.

Bernstein Keeps Nestle at Neutral, Cuts August China Sales
The analyst firm maintained its Market-Perform rating with a 74-franc target, citing Nestle's loss of sales and market share in Chinese online retail.

MIND Technology Q2 Earnings Miss Estimates; Shares Drop 9%
MIND Technology reported a second-quarter revenue miss and wider-than-expected losses, with CEO pointing to Iran conflict delays and a gradual recovery outlook.

Core & Main beats Q2 EPS forecast, shares slip 4.3%
Adjusted EPS rose 8% to $0.94, topping estimates, while revenue hit $2.14 billion. The company kept full‑year guidance unchanged as the stock fell 4.3% in pre‑market trade.

SailPoint Posts Strong Q2 Growth Driven by AI Identity Security Demand
Identity security firm SailPoint reported fiscal Q2 ARR of $1.231 billion, up 25% year-over-year, with AI-driven revenue topping $70 million as demand for agentic identity solutions accelerates.

Jersey Mike's Q2 2026 Sales Growth Boosts Stock Price
Jersey Mike's Subs reported a 10% year-over-year increase in system-wide sales, reaching $1.21 billion, and a 7% rise in adjusted EBITDA to $114 million, lifting shares 6.15% to $22.10.

Boyd Gaming Stock Falls to 52-Week Low on Revenue Miss
Boyd Gaming shares dropped to $75.82 after second-quarter results posted a revenue miss despite an earnings beat and strong EBITDA.

Abercrombie & Fitch Shares Hit 52-Week High After Blowout Quarter
Abercrombie & Fitch Co. topped a 52-week high at $154.83 after second-quarter profit of $4.17 a share easily cleared estimates, prompting upgrades from Argus, UBS and BTIG.

Pentair Shares Hit 52-Week Low as Pool Sales Slide Despite Earnings Beat
Pentair touched $57.59, down more than 43% year-to-date, even as adjusted quarterly profit beat forecasts and a $1.4 billion Taco acquisition provided some investor reassurance.

Cognyte Profitability Surges as Revenue Growth Holds, Earnings Beat
Cognyte reported Q2 FY27 non-GAAP operating income rising 52% while software revenue climbed nearly 21%, delivering non-GAAP EPS of $0.15 that beat estimates by 36%.

Oddity Tech Beats Q2 Estimates as DTC Beauty Maker Sees Revenue Decline Slow
Oddity Tech reported adjusted EPS of $0.20 on net revenue of $181 million, beating consensus despite a 25% revenue drop, and issued improved third-quarter outlook.

Chewy Reports Steady Q2 2026 Results Amid Market Decline
Chewy, Inc. reported steady Q2 2026 results, with revenue up 7.3% year-over-year, but shares fell 4.38% in premarket trading.

Nano-X Imaging posts Q2 loss, revenue miss triggers 19% pre‑market slide
Revenue fell 24% short of forecasts at $4.2 million, while GAAP loss widened to $55.5 million; shares fell 19% to $0.75.

Oddity Q2 Revenue Falls 25% on Ad Disruption; Shares Surge 33%
Oddity Tech reported a steep quarterly decline driven by an advertising platform disruption, but shares rallied sharply as investors focused on brand outlook and cash generation.

