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Cognex (NASDAQ:CGNX) is seeing the early benefits of a leadership transition, an improving market backdrop and a sharper focus on operating efficiency, CFO Dennis Fehr said during a TD Cowen investor event hosted by analyst Joe Giordano.
Fehr said the machine vision company has undergone “transform
Carlyle Group (NASDAQ:CG) Chief Executive Officer Harvey Schwartz said the asset manager remains on track with its multiyear plan, citing stronger fee-related earnings, improved margins and a coming “super cycle” of fundraising across major flagship funds.
Speaking at an Autonomous fireside chat ho
Noah (NYSE:NOAH) reported modest revenue growth but sharply higher operating profit for the first quarter of 2026, as management said the wealth management firm continued shifting toward investment-led products, overseas expansion and AI-enabled operations.
Co-founder, Director and CEO Zhe Yin said
Cogent Communications (NASDAQ:CCOI) Chief Executive Dave Schaeffer said the company’s planned sale of 10 data centers to I Squared Capital is part of a broader effort to reduce leverage, address concerns around its 2027 notes and eventually restart a more aggressive return-of-capital program.
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Synopsys (NASDAQ:SNPS) reported fiscal second-quarter results above its own guidance and raised its full-year outlook, citing solid execution, demand tied to artificial intelligence chip development and early benefits from its integration of Ansys.
President and CEO Sassine Ghazi said Synopsys deli
Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products.
Chair and CEO Marc Benioff said Salesfor
HP (NYSE:HPQ) reported stronger second-quarter fiscal 2026 results, with management citing growth in Personal Systems, momentum in AI PCs and disciplined cost mitigation in a challenging component-cost environment.
Interim Chief Executive Officer Bruce Broussard said revenue rose 9% year over year,
Everpure (NYSE:P) reported a stronger-than-expected first quarter of fiscal 2027, with management citing broad demand across core businesses and geographies, higher pricing tied to component shortages and continued momentum in subscription offerings.
Chief Executive Officer Charlie Giancarlo called
Snowflake (NYSE:SNOW) reported accelerating growth in its first quarter of fiscal 2027 and raised its full-year outlook, with executives pointing to stronger demand for its core data platform and early traction from artificial intelligence products including Snowflake Intelligence and Cortex Code.
Coveo Solutions (TSE:CVO) reported record fourth-quarter and full-year new business bookings for fiscal 2026, with management pointing to strength in B2B commerce, generative AI and large enterprise deployments as the main drivers of momentum.
On the company’s earnings call, Executive Chairman Loui
Phreesia (NYSE:PHR) reported higher first-quarter revenue and profitability for fiscal 2027, with executives pointing to growth in payment solutions, expanding opportunities from its AccessOne acquisition and continued investment in patient intake, provider engagement and artificial intelligence.
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Baker Hughes (NASDAQ:BKR) Chairman and Chief Executive Officer Lorenzo Simonelli said the company has become “very different” from the traditional oilfield services business it was a decade ago, emphasizing a broader strategy focused on industrial energy solutions, natural gas, power generation and
Agilent Technologies (NYSE:A) raised its fiscal 2026 outlook after reporting stronger-than-expected second-quarter results, with management pointing to broad-based demand, instrument replacement momentum, pricing actions and operational gains from its Ignite operating system.
CEO Padraig McDonnell
Nutanix (NASDAQ:NTNX) reported fiscal third-quarter results above its guidance ranges, with management pointing to healthy demand for hybrid cloud, application modernization and AI-related offerings, while also warning that server hardware supply constraints and higher prices continue to affect cust
Mobilicom (NASDAQ:MOB) executives said the company is seeing stronger demand signals from U.S. defense drone programs even as first-quarter revenue declined because of shipment timing tied to customer procurement schedules.
On the company’s quarterly earnings call, Co-Founder, CEO and Chairman Oren
Marvell Technology (NASDAQ:MRVL) reported record revenue for its first fiscal quarter of 2027 and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing accelerating demand across its data center portfolio and continued customer investment in artificial intelligence infrastructure.
Braze (NASDAQ:BRZE) reported a strong start to fiscal 2027, with executives pointing to accelerating revenue growth, improving retention and rising demand for its AI-driven customer engagement tools.
The company generated fiscal first-quarter revenue of $211 million, up 30% year over year and 3% fr
Gorilla Technology Group (NASDAQ:GRRR) reported first-quarter revenue growth and positive operating cash flow while management sought to frame a large reported operating loss as primarily the result of stock-based compensation and foreign exchange impacts.
Chairman and Chief Executive Officer Jay C
Axon Enterprise (NASDAQ:AXON) President Josh Isner said the company is seeing growing demand across counter-drone technology, artificial intelligence products, international markets and enterprise security, during a TD Cowen discussion with software analyst Andrew Sherman.
Sherman opened by pointin
Aura Biosciences (NASDAQ:AURA) is shifting its focus toward regulatory preparation and commercialization planning as enrollment in its registrational CoMpass study of bel-sar in early choroidal melanoma nears completion, newly appointed CEO Natalie Holles said during a fireside chat at TD Cowen’s se
TeraWulf is successfully capitalizing on the artificial intelligence boom by securing massive utility grid connections to power new computing facilities.
National Bank of Canada (TSE:NA) reported stronger second-quarter adjusted earnings as revenue growth, active client demand and credit performance helped offset macroeconomic uncertainty, management said on the bank’s earnings call.
President and CEO Laurent Ferreira said the bank delivered adjuste
Astera Labs (NASDAQ:ALAB) is seeing robust demand across its connectivity portfolio and expects multiple product lines to contribute to growth through the back half of the year and into 2027, Nick Aberle, vice president of finance and investor relations, said at the 54th Annual TD Cowen TMT Conferen
Sociedad Quimica y Minera (NYSE:SQM) reported a strong first quarter of 2026, with management citing higher lithium volumes, favorable pricing trends across several businesses and the first full quarter of operations for its Novandino Lithium partnership with Codelco.
Chief Executive Officer Ricard
Keysight Technologies continues to see upward momentum in its share price, and Wall Street analysts are following suit, lifting their targets in a big way.
Zscaler is in position to grab share and deepen service penetration as AI adoption accelerates. Analysts are trimming price targets but remains optimistic .
Modine Manufacturing (NYSE:MOD) executives said the company closed fiscal 2026 with another record year for revenue and adjusted EBITDA, driven by rapid growth in data center cooling and the continuing reshaping of its portfolio toward higher-growth businesses.
President and Chief Executive Officer
BBVA Banco Frances (NYSE:BBAR) reported higher first-quarter 2026 profit as management pointed to resilient revenue, lower funding costs and tight expense control, while cautioning that Argentina’s private credit recovery remains gradual.
On the company’s earnings call, Investor Relations Manager B
Movado Group (NYSE:MOV) reported higher first-quarter fiscal 2027 sales and profit, citing stronger demand in the U.S., improving trends in Europe, direct-to-consumer growth and retailer replenishment activity following a better-than-expected fourth quarter.
Chairman and Chief Executive Officer Efr
Dycom Industries (NYSE:DY) reported a sharply higher fiscal first quarter and raised its full-year revenue outlook, citing accelerating demand for fiber deployments, data center-related infrastructure and a growing backlog that management said supports multi-year growth.
On the company’s fiscal 202
Capri (NYSE:CPRI) reported a return to profitability in its fiscal fourth quarter as management said strategic efforts at Michael Kors and Jimmy Choo are beginning to gain traction, while the company forecast revenue growth and sharply higher earnings in fiscal 2027.
On the company’s earnings call,
Rocket Lab has gained major momentum in recent days driven by a $90 million Space Force contract, the Motiv Space Systems acquisition, and SpaceX's $2 trillion IPO filing.
DICK'S Sporting Goods (NYSE:DKS) reported a strong start to fiscal 2026, with executives highlighting broad-based momentum in the core DICK'S business and early signs of improvement at Foot Locker following its acquisition.
On the company’s first-quarter earnings call, Executive Chairman Ed Stack s
Bath & Body Works (NYSE:BBWI) reported first-quarter fiscal 2026 results that topped its internal expectations, but management said the company’s underlying business remains under pressure as it works through a multi-year turnaround plan.
Chief Executive Officer Daniel Heaf said net sales decli
Abercrombie & Fitch (NYSE:ANF) reported record first-quarter fiscal 2026 net sales and maintained its full-year outlook, even as geopolitical pressure in the Middle East and parts of Europe weighed on results in the EMEA region.
Chief Executive Officer Fran Horowitz said the company delivered i
Bank Of Montreal (NYSE:BMO) reported stronger second-quarter results for fiscal 2026, with management pointing to higher fee revenue, improved operating leverage and continued progress toward its profitability targets following the bank’s March Investor Day.
Chief Executive Officer Darryl White sai
Monro Muffler Brake (NASDAQ:MNRO) reported a challenging fiscal fourth quarter as weak tire demand, winter weather and consumer spending pressure weighed on comparable sales, even as management pointed to progress on its operational improvement plan and stronger gross margins.
On the company’s four
Kingsoft Cloud (NASDAQ:KC) reported stronger first-quarter 2026 revenue as demand for artificial intelligence-related cloud services accelerated, with management saying AI cloud became the majority contributor to the company’s public cloud services revenue for the first time.
Chairman and CEO Tao Z
MediWound (NASDAQ:MDWD) reported a wider first-quarter loss and lower revenue compared with the prior-year period, while management reaffirmed its 2026 revenue outlook and said it continued to advance its EscharEx and NexoBrid programs.
On the company’s earnings call, Chief Executive Officer Ofer G
The quantum computing industry is transitioning from theoretical research into utility-scale commercial infrastructure with robust enterprise service adoption.
Bank of Nova Scotia (NYSE:BNS) reported stronger second-quarter fiscal 2026 results, with management pointing to revenue growth, expense discipline and rising returns across several business lines while also acknowledging a more uncertain credit backdrop.
President and Chief Executive Officer Scott
HICL Infrastructure (LON:HICL) said its annual results were supported by strong operational performance, accretive asset sales and improved cash generation, as the infrastructure investment company outlined a higher dividend target and continued focus on disciplined capital allocation.
During the a
PDD (NASDAQ:PDD) Holdings reported first-quarter 2026 revenue of RMB 106.2 billion, up 11% from a year earlier, as management emphasized a multiyear push to deepen supply chain investments and expand a new first-party brand business.
On the company’s earnings call, Co-Chairman and Co-Chief Executiv
Institutional capital is strategically rotating into mid-cap space logistics equities ahead of the highly anticipated initial public offering of SpaceX.
Mirum Pharmaceuticals (NASDAQ:MIRM) executives said the rare disease company is entering a catalyst-heavy period, with recent positive clinical updates, ongoing commercial momentum for LIVMARLI and additional business development activity expanding its portfolio.
Speaking at RBC Capital Markets’ 20
Hafnia (NYSE:HAFN) reported what Chief Executive Officer Mikael Skov described as an “extraordinary good quarter,” with first-quarter net profit of $179.7 million and management indicating that the second quarter is tracking stronger.
Speaking during the company’s Q1 results presentation, Skov said
MacroGenics (NASDAQ:MGNX) Chief Executive Officer Eric Risser said the biotechnology company has strengthened its balance sheet through two recent transactions while preparing for a series of clinical updates across its oncology pipeline.
Speaking during an informal discussion hosted by Stifel seni
Aroundtown (ETR:AT1) reported higher first-quarter rental income and lifted its 2026 absolute FFO guidance after increasing its stake in Grand City Properties, while management said the company remains focused on capital recycling, conversions and balance-sheet flexibility amid a volatile macroecono
Microchip Technology (NASDAQ:MCHP) is seeing a broad-based recovery in demand and expects continued margin improvement as it ramps production and works down remaining underutilization costs, Chief Financial Officer Eric Bjornholt said at JPMorgan’s 54th Annual Technology and Media Communications Con
Greencore Group (LON:GNC) said its enlarged U.K. convenience foods business delivered higher first-half revenue and profit following the acquisition of Bakkavor UK, while management said integration work is progressing without disruption to service levels or customer relationships.
Presenting the c
Lyell Immunopharma (NASDAQ:LYEL) President and CEO Lynn Seely outlined the company’s clinical development priorities, regulatory strategy and manufacturing plans during a Stifel investor session moderated by Stephen Willey, senior biotech analyst at Stifel.
Seely described Lyell as a cell therapy c
Pets at Home Group (LON:PETS) reported a weaker full-year profit performance for FY 2026 as underperformance in its retail division outweighed continued growth in its veterinary business, but management said early signs from its retail turnaround plan are encouraging.
In the company’s full-year res
Logitech International (NASDAQ:LOGI) Chief Executive Hanneke Faber said the company is entering its next phase from a position of financial strength, with plans to increase investment in innovation, business-to-business sales and marketing while keeping margins near the high end of its long-term mod
Qfin (NASDAQ:QFIN) reported lower first-quarter 2026 revenue and profit as management described continued pressure across China’s consumer credit market, but said recent risk-control measures are beginning to show results.
CEO Haisheng Wu said China’s consumer credit industry has been undergoing “p
Agora (NASDAQ:API) reported first-quarter 2026 revenue above its guidance range and posted its sixth consecutive quarter of GAAP profitability, as management pointed to continued growth in real-time engagement services and rising demand for conversational AI products.
Founder, Chairman and CEO Tony
BOX (NYSE:BOX) reported a stronger-than-expected start to fiscal 2027, with management pointing to growing adoption of its Enterprise Advanced offering and AI-driven content workflow products as key drivers of its results.
On the company’s first-quarter earnings call, Box Co-founder and CFO Dylan S
Ooma (NYSE:OOMA) reported a stronger-than-expected start to fiscal 2027, with management citing growth in its business communications segment, accelerating adoption of its AirDial POTS replacement product and contributions from recent acquisitions.
CEO Eric Stang said the company exceeded expectati
IDEAYA Biosciences (NASDAQ:IDYA) executives highlighted recent clinical progress across the company’s oncology pipeline during a fireside chat at TD Cowen’s seventh annual Oncology Innovation Summit, with the discussion focused primarily on darovasertib combinations in uveal melanoma and several ear
Digital Turbine (NASDAQ:APPS) reported fourth-quarter and fiscal 2026 results that exceeded management’s expectations, with executives pointing to growth in its on-device business, a sharp acceleration in its app growth platform and increased use of artificial intelligence across the company’s opera
Semtech (NASDAQ:SMTC) reported record quarterly revenue for its first quarter of fiscal 2027, driven by strength in its data center and LoRa businesses, and issued a second-quarter outlook that calls for continued acceleration across its major segments.
President and Chief Executive Officer Hong Ho
Transcat (NASDAQ:TRNS) reported double-digit revenue growth in both of its business segments for the fiscal fourth quarter, as newly appointed President and CEO Jaime Irick told investors the company plans to continue emphasizing organic service growth, margin expansion, acquisitions and rentals.
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Zscaler (NASDAQ:ZS) reported stronger-than-expected fiscal third-quarter results, with management highlighting growth in annual recurring revenue, record operating margin and rising demand for its zero-trust security platform as enterprises adopt artificial intelligence tools.
Chairman and CEO Jay
Investors commonly associate banks with big-time buybacks, and for good reason. These three stocks are spending heavily on buybacks and adding more firepower.
