Live Updates Key Numbers 4:24pm ET Design Automation: $1.31B (+23% YoY), margins 44.5% (+300 bps). Design IP: $428M (–8% YoY), margins 20.1% (–1660 bps). GAAP EPS: $1.50 (down from $2.73 LY). Balance sheet: $14.3B…
Live Updates Reaction on the quarter 4:41pm ET Bullish: Fortress balance sheet + Bitcoin optionality Bearish: Core gaming hardware/software in secular decline Neutral: Absent strategy from management limits conviction. Guidance Est. 4:07pm ETGameStop did…
Live Updates Cloud Revenue Is Massive 4:43pm ETCloud revenue expected to almost double to $18 billion with backlog growing 360% TO $455 billion. My takeaway 4:35pm ETThe big takeaway here is the better color…
Live Updates Tuesday Wrap-up4:08pm ETThe Vanguard S&P 500 ETF closed Tuesday at 597.93, up 0.2%. Jobs Market Slumps -- or Slumped11:18am ETA new report from the U.S. Bureau of Labor Statistics reveals that reported…
Live Updates Monday Wrap-up4:03pm ETThe Vanguard S&P 500 ETF closed at 596.52 Monday, up 0.3%. Boeing Flies Higher11:36am ETVertical Research Partners analyst Robert Stallard upgraded S&P 500 component company Boeing (NYSE: BA | GOOG Price…
Live Updates Friday Wrap-up4:14pm ETThe Vanguard S&P 500 ETF closed Friday at 595.02, down 0.3% for the day but up 0.3% for the week. Lower Expectations for Lulu 11:17am ETTruist Securities analyst Joseph Civello punished…
Live Updates My scorecard 4:34pm ETThe U.S. slowdown is now the core story, outweighing China and international momentum. Guidance cuts reinforce that near-term growth and margins are both under pressure. Analyst Estimate Reset Table…
Live Updates Final Reactions4:36pm ET Metric Prior Street New Company Guide Δ FY26 Revenue $1.55B $1.574–1.578B ▲ FY26 EPS $0.41 $0.45–0.47 ▲ Sentiment Signals: Bullish: 30% ARR growth, big customer expansion, raised guide. Neutral:…
Live Updates Final Reactions4:35pm ET Metric Prior Street New Company Guide Δ FY26 Revenue $1.55B $1.571–1.576B ▲ FY26 Op. Income (Non-GAAP) ~$305M ~$340M ▲ Sentiment Signals: Bullish: Raised guidance, ARR acceleration, margin expansion. Neutral:…
Live Updates Final Reactions4:35pm ET Metric Prior Street New Company Guide Δ FY26 Revenue $3.12B $3.189–3.201B ▲ FY26 Billings $3.24B $3.325–3.355B ▲ Sentiment Signals: Bullish: AI-led IAM traction, raised guide, FCF strength. Neutral: Pro…
Live Updates Earnings Coverage Winding Down 5:27pm ETWe’re into Wall Street’s questions but here’s the important notes from the conference call: A customer (beyond Google) has placed $10 billion worth of orders for XPUs…
Live Updates Thursday Wrap-up4:11pm ETThe Vanguard S&P 500 ETF closed at 596.65 Thursday, up 0.8%. Time for Another Bite of Apple?11:49am ETMoffettNathanson analyst Craig Moffett upgraded Apple (Nasdaq: AAPL | AMD Price Prediction) to neutral,…
Live Updates Post-Earnings Reset 4:32pm ET Period Pre EPS Post EPS Pre Rev Post Rev Q3 FY25 $0.39 ↑ $1.27B ↑ FY25 $0.77 ↑ $5.17B ↑ FY26 $1.12 ↑ $5.28B ↑ Sentiment: Bullish —…
Live Updates Salesforce's Conference Call Starts in 15 Minutes 4:43pm ETSalesforce will host its conference call in 15 minutes. You can register to join here. Glass Half Full?4:31pm ETWhile Salesforce shares are down, here…
Live Updates Final Reaction 4:36pm ET Period Pre EPS Post EPS Pre Rev Post Rev FY26 –$0.60 ↓ $420M ↓ FY27 TBD TBD TBD TBD C3.ai still owns a differentiated agentic/GenAI platform and deep…
Live Updates Conference call kicks off in 20 minutes 4:42pm ETYou can tune into the conference call at 5 pm est here. My Take 4:31pm ETFigma proved it can deliver profitable growth and expand…
Live Updates Credo Conference Call Starts in 15 Minutes 4:45pm ETCredo’s conference call starts in 15 minutes. You can register to join here. Credo Growth Rates 4:34pm ET Metric Q1 26 Q1 25 YoY…
Live Updates Shares Rebounding During Conference Call 5:08pm ETOn GitLab’s conference call they: Directly addressed concerns from investors around how the company could be impacted by fewer engineering hires and the resulting pressure on…
Live Updates Morgan Stanley Price Target of $3204:20pm ETMorgan Stanley just upgraded Zscaler (ZS) to Overweight with a $320 price target, citing its strong position in Zero Trust and platform expansion strategy. Analysts highlighted…
Live Updates Tuesday Wrap-up4:01pm ETThe Vanguard S&P 500 ETF closed at 588.63 Tuesday, down 0.75%. Lambasting Lam Research10:38am ETMorgan Stanley analyst Shane Brett downgraded Lam Research (Nasdaq: LRCX | LRCX Price Prediction) to underweight with…
