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Ticker	Company	Title	Period	Published
URI.US	United Rentals Inc	Significant Guidance and CapEx Raise Signals Confidence in Multi-Year Project Cycle	FY2026 Q2	Jul 27, 2026
UAL.US	United Airlines Holdings Inc	Full-Year Guidance Raised as Strong Revenue Momentum Reflects 'Structural' Industry Shift	FY2026 Q2	Jul 27, 2026
NEE.US	Nextera Energy Inc	Adjusted EPS Rises 9.5% as S-4 Filing Indicates Stronger Internal Growth Outlook Amid Dominion Merger Launch	FY2026 Q2	Jul 27, 2026
INTC.US	Intel Corporation	Data Center Revenue Surges 59% YoY; CapEx Outlook Raised to Over $20B to Capture AI Infrastructure Demand	FY2026 Q2	Jul 27, 2026
GOOG.US	Alphabet Inc.	Cloud Revenue Growth Accelerates to 82%; FY26 CapEx Guidance Raised to $205B to Fund AI Demand	FY2026 Q2	Jul 24, 2026
EFX.US	Equifax Inc	$300M in Government ACV Booked as AI-Driven Savings Target Doubles to $150M	FY2026 Q2	Jul 23, 2026
TSLA.US	Tesla, Inc.	AI Investment Push Intensifies with New $30B Debt Facility as Vehicle Deliveries Hit Q2 Record	FY2026 Q2	Jul 23, 2026
GEV.US	GE Vernova Inc.	Gas Power Capacity Target Lifted to 30GW Annually by 2030 Amid Record Demand; FY26 Free Cash Flow Guidance Raised by $5B	FY2026 Q2	Jul 23, 2026
MCO.US	Moody's Corporation	Adjusted EPS Guidance Lifted as AI & Infrastructure Issuance Fuels 25% MIS Revenue Growth	FY2026 Q2	Jul 23, 2026
NOW.US	ServiceNow, Inc.	Q2 Results Beat Across the Board as AI ACV Crosses $1B; Cybersecurity Framed as Primary Growth Engine	FY2026 Q2	Jul 23, 2026
TXN.US	Texas Instruments Incorporated	Automotive and Industrial Growth Drives Above-Seasonal Outlook as Pricing Actions Begin	FY2026 Q2	Jul 23, 2026
NLY.US	Annaly Capital Management, Inc.	Economic Return Reaches 5.5% and Dividend is Increased, Supported by Record Securitization Volume and Conservative Leverage	FY2026 Q2	Jul 23, 2026
NFLX.US	Netflix, Inc.	Record $4.7B Share Buyback Underscores Confidence as Engagement Narrative Shifts to 'Quality Over Quantity'	FY2026 Q2	Jul 17, 2026
MAN.US	ManpowerGroup Inc	Organic Revenue Growth Accelerates to 6% on U.S. Strength and Improving IT Trends	FY2026 Q2	Jul 17, 2026
UNH.US	UnitedHealth Group Incorporated	Medicare Performance and Cost Discipline Drive Raised FY2026 EPS Outlook to $19.50-$20.00	FY2026 Q2	Jul 17, 2026
CTAS.US	Cintas Corporation	Record Full-Year Margins Drive EPS Above Guidance; FY2027 Forecast Projects Continued Growth	FY2026 Q4	Jul 15, 2026
DAL.US	Delta Air Lines Inc	Full-Year Guidance Reinstated as Revenue Momentum Overcomes Record Fuel Costs	FY2026 Q2	Jul 15, 2026
WFC.US	Wells Fargo & Company	EPS Jumps 25% on Broad-Based Revenue Growth; Management Reaffirms Full-Year NII Guidance Amid Strategic NIM Compression	FY2026 Q2	Jul 15, 2026
JPM.US	JPMorgan Chase & Co	CIB Outperformance Drives Raised FY26 Guidance as Markets Revenue Surges 35%	FY2026 Q2	Jul 15, 2026
BKNG.US	Booking Holdings Inc	U.S. Growth Accelerates to Low Teens, Offsetting Geopolitical Headwinds as Company Executes Record Buyback	FY2026 Q1	Jul 13, 2026
BKNG.US	Booking Holdings Inc	Efficiency Savings Fund Accelerated 2026 Growth Outlook Following Q4 Top-Line Beat	FY2025 Q4	Jul 13, 2026
BKNG.US	Booking Holdings Inc	Full-Year Outlook Raised as U.S. Market Accelerates and Transformation Program Savings Surpass Expectations	FY2025 Q3	Jul 13, 2026
BKNG.US	Booking Holdings Inc	Full-Year Guidance Raised as 'Connected Trip' Scales to Double-Digit Transaction Share	FY2025 Q2	Jul 13, 2026
BKNG.US	Booking Holdings Inc	Record Room Nights Drive Q1 Beat; Full-Year Guidance Widened Amid U.S. Consumer Caution and Macro Risks	FY2025 Q1	Jul 13, 2026
BKNG.US	Booking Holdings Inc	Q4 Growth Accelerates Past Guidance; Company Launches Transformation Program and Boosts Shareholder Returns	FY2024 Q4	Jul 13, 2026
BKNG.US	Booking Holdings Inc	European Demand Re-acceleration Fuels Q3 Beat and Raised FY2024 Guidance	FY2024 Q3	Jul 13, 2026
BKNG.US	Booking Holdings Inc	Revenue Guidance Raised on Intensified Cost Controls, But Weaker Pricing Lowers Gross Bookings Outlook and FY24 EPS Forecast	FY2024 Q2	Jul 13, 2026
BKNG.US	Booking Holdings Inc	Expanded Booking Window Drives Q1 Outperformance; Full-Year Outlook Maintained	FY2024 Q1	Jul 12, 2026
EXPE.US	Expedia Group Inc.	Q1 Bookings Beat Guidance at 13% Growth as Consumer Segment Accelerates; Adj. EBITDA Margin Expands 591 bps and New $5B Buyback is Announced	FY2026 Q1	Jul 12, 2026
EXPE.US	Expedia Group Inc.	B2B Bookings Surge 24% and Consumer Brands Sustain Growth, Driving Q4 Beat and Positive FY26 Outlook	FY2025 Q4	Jul 12, 2026
EXPE.US	Expedia Group Inc.	Bookings Accelerate to 12% as U.S. Market Rebounds and Key Consumer Brands Return to Growth	FY2025 Q3	Jul 12, 2026
EXPE.US	Expedia Group Inc.	B2B and Advertising Strength Fuels Q2 Beat and Full-Year Guidance Raise	FY2025 Q2	Jul 12, 2026
EXPE.US	Expedia Group Inc.	Full-Year Revenue Guidance Lowered on U.S. Consumer Softness; EBITDA Margin Target Raised	FY2025 Q1	Jul 12, 2026
EXPE.US	Expedia Group Inc.	B2C Brands Return to Growth and Dividend is Reinstated, Signaling Confidence in 2025 Outlook	FY2024 Q4	Jul 11, 2026
EXPE.US	Expedia Group Inc.	Full-Year Guidance Raised as Bookings Accelerate, Driven by Vrbo's Return to Growth and a 32% Surge in Advertising Revenue	FY2024 Q3	Jul 11, 2026
EXPE.US	Expedia Group Inc.	Vrbo Rebounds and Room Nights Grow 10%, But Softer July Demand Prompts Full-Year Guidance Cut to ~4% Growth	FY2024 Q2	Jul 11, 2026
EXPE.US	Expedia Group Inc.	Full-Year Guidance Lowered as Vrbo's Slow Recovery Pressures B2C Growth	FY2024 Q1	Jul 11, 2026
EXPE.US	Expedia Group Inc.	Record FY23 Revenue and EBITDA Mark End of Transformation; 2024 Guidance Projects ~10% Topline Growth and Margin Expansion	FY2023 Q4	Jul 11, 2026
EXPE.US	Expedia Group Inc.	Platform Transformation Concludes With Record Q3 Revenue; New $5B Buyback Signals Shift to Growth	FY2023 Q3	Jul 11, 2026
EXPE.US	Expedia Group Inc.	Profitability Surpasses Expectations on B2B Growth & Marketing Shift; Reaffirmed FY Guidance Hinges on Q4 Acceleration	FY2023 Q2	Jul 11, 2026
EXPE.US	Expedia Group Inc.	Hotels.com Rebounds and B2B Accelerates, Driving Record Q1 Revenue; Vrbo Migration Tempers Q2 Outlook	FY2023 Q1	Jul 11, 2026
EXPE.US	Expedia Group Inc.	January Bookings Accelerate Past 20% vs. 2019, Signaling Momentum for Double-Digit 2023 Growth	FY2022 Q4	Jul 11, 2026
EXPE.US	Expedia Group Inc.	Record Profitability Tops $1B as Platform Unification and High-Value Customer Strategy Deliver Results	FY2022 Q3	Jul 11, 2026
EXPE.US	Expedia Group Inc.	Record Lodging Bookings Drive Highest-Ever Q2 Revenue and EBITDA as Strategy Shifts to High-Value Customers	FY2022 Q2	Jul 10, 2026
EXPE.US	Expedia Group Inc.	Travel Recovery Broadens Beyond Leisure as B2B Segment Outlined as Primary Growth Engine	FY2022 Q1	Jul 10, 2026
EXPE.US	Expedia Group Inc.	Record Q4 Adjusted EBITDA Underscores New Efficiency as Post-Omicron Booking Trends Rebound	FY2021 Q4	Jul 10, 2026
EXPE.US	Expedia Group Inc.	Profitability Nears Pre-Pandemic Levels as October Bookings Rebound Sharply; Company Shifts to 'Offense' with Unified Loyalty Program	FY2021 Q3	Jul 10, 2026
EXPE.US	Expedia Group Inc.	North American Leisure Demand Fuels Q2 Rebound; Delta Variant Pauses Momentum in July	FY2021 Q2	Jul 10, 2026
EXPE.US	Expedia Group Inc.	Gross Booking Decline Narrows to 14% on Leisure Strength; Egencia Sale Signals Strategic Simplification	FY2021 Q1	Jul 10, 2026
EXPE.US	Expedia Group Inc.	Vrbo Strategy Pivots to Direct Traffic as Booking Declines Moderate	FY2020 Q4	Jul 10, 2026
EXPE.US	Expedia Group Inc.	Cost Savings Program Expands to Nearly $1B; Vrbo Strength Drives Return to Positive Adjusted EBITDA	FY2020 Q3	Jul 10, 2026
EXPE.US	Expedia Group Inc.	Vrbo Leads Bumpy Recovery as Cost Savings Exceed Targets	FY2020 Q2	Jul 10, 2026
EXPE.US	Expedia Group Inc.	COVID-19 Impact Drives Q1 Loss; Management Accelerates Restructuring and Secures ~$4B in New Capital	FY2020 Q1	Jul 10, 2026
GIS.US	General Mills Inc	Outlines FY27 Innovation-Led Growth Strategy and $3B Cost Savings Initiative Amid Cautious Outlook	FY2026 Q4	Jul 02, 2026
EPAM.US	EPAM Systems Inc	Revenue Outlook Trimmed on Macro Caution as AI-Native Business Accelerates to >$125M in Quarterly Revenue	FY2026 Q1	Jun 29, 2026
EPAM.US	EPAM Systems Inc	AI-Native Revenue Accelerates with $600M+ Forecast for 2026; Initial Guidance Tempered by 1% Client Headwind	FY2025 Q4	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Organic Growth Accelerates to 7.1% as AI-Driven Demand Fuels Guidance Raise	FY2025 Q3	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Organic Growth Accelerates to 5.3% as AI-Native Demand Drives Raised Full-Year Outlook	FY2025 Q2	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Organic Growth Outperformance Prompts Raised Full-Year Outlook Amid Planned CEO Succession	FY2025 Q1	Jun 29, 2026
EPAM.US	EPAM Systems Inc	FY25 Margin Guidance Reset to ~15% to Fund AI Investments and Integrations; Q4 Organic Growth Turns Positive	FY2024 Q4	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Revenue Growth Resumes and Outlook Raised, Underpinned by Landmark NEORIS Acquisition and Broad-Based Demand Improvement	FY2024 Q3	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Profitability Outlook Raised on Efficiency Measures; Revenue Forecast Trimmed Amid Stable but Cautious Demand	FY2024 Q2	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Revenue Outlook Cut Sharply on Weaker Demand and ~$100M India Mix Headwind; Margin Guidance Raised Amid New Cost Actions	FY2024 Q1	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Sequential Revenue Growth Resumes; FY24 Guidance Points to a Transitional Year with Margin Pressure	FY2023 Q4	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Profitability Beats Guidance Amidst New Cost Program; Management Sets Cautious 2024 Margin Outlook	FY2023 Q3	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Revenue Outlook Lowered on Persistent Client Weakness; Margin Control and New Logo Wins in Focus	FY2023 Q2	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Full-Year Guidance Lowered as Demand Shifts from Digital Transformation to Cost Optimization	FY2023 Q1	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Near-Term Guidance Lowered Following Geographic Realignment; A Back-End Loaded Recovery Projected for 2023	FY2022 Q4	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Profitability Recovers to Historical Levels Ahead of Schedule Amid Moderating Growth Outlook	FY2022 Q3	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Profitability and Revenue Surpass Guidance as Geographic Repositioning Advances; Q3 Outlook Suggests Further Margin Stabilization	FY2022 Q2	Jun 29, 2026
EPAM.US	EPAM Systems Inc	FY2022 Guidance Withdrawn Amid Strategic Pivot; Profitability Recovery Targeted for 1H 2023	FY2022 Q1	Jun 29, 2026
EPAM.US	EPAM Systems Inc	Q4 Revenue Growth Accelerates to 53% as Initial 2022 Outlook Projects Surpassing $5B Annual Run-Rate	FY2021 Q4	Jun 29, 2026
TDG.US	Transdigm Group Incorporated	Commercial Aftermarket Rebounds to 14% Growth, Driving Significant FY2026 Guidance Increase	FY2026 Q2	Jun 25, 2026
CCL.US	Carnival Corporation	European Demand Moderation Trims FY26 Yield Outlook; Intensified Cost Controls and Buybacks Lift EPS Guidance	FY2026 Q2	Jun 25, 2026
FDX.US	FedEx Corporation	FY26 Results Surpass Guidance; CY26 Outlook Targets ~11% Revenue Growth and 20% Adjusted EPS Growth in Transition Period	FY2026 Q4	Jun 25, 2026
KBH.US	KB Home	Built-to-Order Pivot Accelerates, Underpinning Guidance for Steep Second-Half Margin Ramp	FY2026 Q2	Jun 25, 2026
MU.US	Micron Technology Inc	Transformational Strategic Customer Agreements Drive Record FQ3 Results and Stronger FQ4 Outlook	FY2026 Q3	Jun 25, 2026
SUNB.US	Sunbelt Rentals Holdings, Inc.	Mega-Project Pipeline More Than Doubles to $25B, Underpinning FY27 Growth Outlook Amid Margin Pressures	FY2026 Q4	Jun 24, 2026
HIPO.US	Hippo Holdings Inc	GWP Surges 58% on Commercial and Casualty Strength; Combined Ratio Improves to 99.5% as Full-Year Guidance is Raised	FY2026 Q1	Jun 22, 2026
BZH.US	Beazer Homes USA Inc	Outlook Trimmed as Macro Headwinds Stall Spring Selling Season; To-Be-Built Sales Mix Rises to 43%	FY2026 Q2	Jun 22, 2026
ZM.US	Zoom Communications, Inc.	FY2027 Guidance Raised as Enterprise Net Dollar Expansion Inflects and AI-Driven Platform Wins Accelerate	FY2027 Q1	Jun 21, 2026
LMND.US	Lemonade Inc	In Force Premium Growth Accelerates to 32% as AI-Driven Efficiencies Improve Full-Year Profitability Guidance	FY2026 Q1	Jun 21, 2026
HPP.US	Hudson Pacific Properties Inc	FFO Guidance Raised on Office Leasing Momentum and Coyote Restructuring	FY2026 Q1	Jun 21, 2026
ACN.US	Accenture plc	M&A Spend Jumps to $9B for OT Security Platform as Geopolitical Headwinds Trim Full-Year Revenue Outlook	FY2026 Q3	Jun 19, 2026
JBL.US	Jabil Circuit Inc	AI Revenue Outlook Lifted to $13.6B; FY2026 Guidance Raised and FY2027 Margin Target Strengthened to Above 6%	FY2026 Q3	Jun 19, 2026
ROOT.US	Root, Inc.	Record Profitability Follows Disciplined Marketing Pullback; FY26 Net Income Guidance Raised, $75M Buyback Initiated	FY2026 Q1	Jun 17, 2026
ADBE.US	Adobe Systems Incorporated	AI-First ARR Triples to Over $500M as FY26 Guidance is Raised Amid Strategic Shift to Freemium-Led Growth	FY2026 Q2	Jun 16, 2026
MELI.US	MercadoLibre, Inc.	Brazil Commerce and Credit Card Expansion Drive 49% Revenue Growth as Deliberate Investments Compress Operating Margin to 6.9%	FY2026 Q1	Jun 16, 2026
ORCL.US	Oracle Corporation	Cloud Infrastructure Growth Accelerates to 92%, Fueling Record $638B Backlog and Raised FY27 EPS Outlook	FY2026 Q4	Jun 14, 2026
CRCL.US	Circle Internet Group, Inc.	USDC On-Chain Volume Surges 263% to $21.5T as Arc Token Presale Raises $222M, Shifting Focus to Network Velocity	FY2026 Q1	Jun 14, 2026
FIS.US	Fidelity National Information Services Inc	Recurring ACV Growth Accelerates to 24% as New AI and Digital Asset Initiatives Are Launched	FY2026 Q1	Jun 14, 2026
CRWD.US	CrowdStrike Holdings, Inc.	Full-Year Net New ARR Growth Guidance Raised by 520 bps, Driven by AI Security "Mythos Inflection Point"	FY2027 Q1	Jun 14, 2026
DG.US	Dollar General Corporation	EPS Guidance Raised on Margin Strength and Accelerating Trade-In from Higher-Income Consumers	FY2026 Q1	Jun 14, 2026
WMT.US	Walmart Inc. Common Stock	Merchandise Mix Lifts U.S. Margin for First Time in 18 Quarters, Driving Top-Line Beat and Confident Outlook	FY2027 Q1	Jun 08, 2026
CCOI.US	Cogent Communications Holdings, Inc.	Deleveraging Path Clears with 10-Unit Data Center LOI as Vendor Price Hikes Emerge as New Headwind	FY2026 Q1	Jun 08, 2026
BE.US	Bloom Energy Corporation	AI-Driven Demand Fuels 130% Revenue Growth and Materially Raised Full-Year Guidance	FY2026 Q1	Jun 08, 2026
XYZ.US	Block, Inc	Gross Profit Growth Accelerates to 27% and Full-Year Guidance Raised on Broad-Based Momentum	FY2026 Q1	Jun 08, 2026
AVGO.US	Broadcom Inc.	FY26 AI Revenue Target Lifted to $56B, Backed by New Customer Agreements and Strategic Financing Platform	FY2026 Q2	Jun 04, 2026
OSCR.US	Oscar Health Inc	Profitability Soars with 490 Bps MLR Improvement; Full-Year Guidance Reaffirmed on Strong Start to 2026	FY2026 Q1	Jun 04, 2026
ADI.US	Analog Devices, Inc.	Record Results Fueled by AI and Industrial Demand; Empower Acquisition Solidifies AI Power Strategy	FY2026 Q2	Jun 01, 2026
AZO.US	AutoZone Inc	Sales Growth Hits Three-Year High on Commercial Rebound; Focus Shifts to Sustaining Momentum as Inflation Moderates	FY2026 Q3	Jun 01, 2026
COST.US	Costco Wholesale Corp	Comparable Sales Growth of 9.8% Driven by Record Fuel Volumes and Accelerating Digital Initiatives	FY2026 Q3	Jun 01, 2026
FOUR.US	Shift4 Payments, Inc.	Worldwide Payments Growth Hits 51% YoY, Validating International Strategy Amidst New Headwinds; FY26 Guidance Reaffirmed	FY2026 Q1	May 31, 2026
DLTR.US	Dollar Tree, Inc.	Margin Expansion and Shrink Improvement Drive Q1 Earnings Beat; FY26 EPS Outlook Raised	FY2026 Q1	May 31, 2026
DELL.US	Dell Technologies Inc	Unprecedented Demand Surge Drives Record Q1; Full-Year Revenue Guidance Raised by $27 Billion	FY2027 Q1	May 29, 2026
RHI.US	Robert Half International Inc	Talent Solutions Recovery Gains Momentum; Protiviti Restructures Amid U.S. Regulatory Shift	FY2026 Q1	May 28, 2026
LLY.US	Eli Lilly and Company	Incretin Franchise Drives 56% Revenue Growth, Prompting $2 Billion Increase to Full-Year Guidance	FY2026 Q1	May 28, 2026
CRM.US	Salesforce.com Inc	Agentforce ARR Surpasses $1B and EPS Guidance Raised, as Focus Remains on Second-Half Revenue Reacceleration	FY2027 Q1	May 28, 2026
CCSI.US	Consensus Cloud Solutions Inc	Corporate Revenue Growth Accelerates to 8.2% and Net Revenue Retention Tops 102%, Driving EPS Outperformance	FY2026 Q1	May 28, 2026
WTS.US	Watts Water Technologies Inc	Data Center Sales Double, Fueling Record Q1 Performance as Company Reaffirms Full-Year Outlook	FY2026 Q1	May 28, 2026
IREN.US	IREN Ltd	Landmark NVIDIA Partnership Validates AI Cloud Platform, Anchoring Global Expansion and Increased $3.7B ARR Target	FY2026 Q3	May 28, 2026
NVDA.US	NVIDIA Corporation	Vera CPU Unveiled as New Growth Pillar with ~$20B Annual Revenue Target; Multi-Year Blackwell/Rubin Outlook Doubles to $1 Trillion	FY2027 Q1	May 21, 2026
LECO.US	Lincoln Electric Holdings Inc	Full-Year Sales Guidance Raised on Americas Recovery and Aggressive Pricing Actions	FY2026 Q1	May 20, 2026
OWL.US	Blue Owl Capital Inc	Platform Diversification Drives 35% Equity Fundraising Growth Amid BDC Headwinds	FY2026 Q1	May 20, 2026
ZM.US	Zoom Communications, Inc.	AI-Fueled CX and Phone Displacements Drive Q4 Revenue Acceleration as FY27 Guidance Crosses $5B	FY2026 Q4	May 19, 2026
ZM.US	Zoom Communications, Inc.	FY26 Guidance Raised as Zoom Phone Surpasses 10M Seats and AI Platform Gains Traction	FY2026 Q3	May 19, 2026
ZM.US	Zoom Communications, Inc.	Revenue Growth Accelerates to Fastest Rate in 11 Quarters; Full-Year Guidance Raised on Enterprise and Contact Center Momentum	FY2026 Q2	May 19, 2026
ZM.US	Zoom Communications, Inc.	Full-Year Outlook Raised on Online Pricing, Tempered by Emergence of Enterprise Macro Headwinds	FY2026 Q1	May 19, 2026
ZM.US	Zoom Communications, Inc.	Contact Center Secures Record ARR Deal and AI Monetization Set for April as FY26 Revenue Growth is Guided to 2.7%	FY2025 Q4	May 19, 2026
ZM.US	Zoom Communications, Inc.	Revenue Growth Improves as Landmark Contact Center Deal and Record-Low Online Churn Underscore Platform Momentum	FY2025 Q3	May 19, 2026
ZM.US	Zoom Communications, Inc.	Contact Center Wins and Online Stability Drive Raised FY25 Outlook Amid CFO Transition	FY2025 Q2	May 19, 2026
ZM.US	Zoom Communications, Inc.	Full-Year Guidance Raised as Contact Center Momentum Accelerates	FY2025 Q1	May 18, 2026
FICO.US	Fair Isaac Corporation	Guidance Raised as Mortgage Revenue Jumps 127% and Platform ARR Grows 49%	FY2026 Q2	May 18, 2026
FTNT.US	Fortinet Inc	Product Revenue Growth Surges to 41% Fueled by AI Demand; Full-Year Guidance Raised	FY2026 Q1	May 18, 2026
F.US	Ford Motor Company	Guidance Raised as Ford Blue Outperformance and Tariff Benefit Offset Rising Commodity Costs	FY2026 Q1	May 18, 2026
LYV.US	Live Nation Entertainment Inc	GAAP Results Impacted by $450M Legal Accrual; Record Forward Demand Indicators Reinforce FY2026 Outlook	FY2026 Q1	May 18, 2026
MA.US	Mastercard Incorporated	Geopolitical Headwinds Temper Q2 Outlook After Q1 Beat; Company Pivots to Own Stablecoin Infrastructure with BVNK Acquisition	FY2026 Q1	May 18, 2026
PLTR.US	Palantir Technologies Inc.	U.S. Business Growth Exceeds 100%, Driving Record Rule of 40 Score of 145%; FY26 Revenue Guidance Lifted to 71% Growth	FY2026 Q1	May 18, 2026
RCL.US	Royal Caribbean Cruises Ltd.	Full-Year Outlook Trimmed on Geopolitical and Fuel Headwinds, Overshadowing Q1 Beat	FY2026 Q1	May 18, 2026
AMN.US	AMN Healthcare Services Inc	Labor Disruption Revenue Hits $722M as Core Nurse & Allied Segment Returns to YoY Volume Growth	FY2026 Q1	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Unprecedented $600M Labor Disruption Revenue Guides Q1 Outlook Amid Core Business Transition and Balance Sheet Deleveraging	FY2025 Q4	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Q4 Outlook Boosted by $100M Labor Disruption Event as Staffing Bill Rates Near First YoY Increase in Three Years	FY2025 Q3	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Client Uncertainty Impacts Q3 Outlook; Non-Cash Impairments Recorded as Leading Indicators Show July Rebound	FY2025 Q2	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Labor Disruption and Locum Tenens Strength Drive Q1 Revenue and Margin Beat; New Enterprise Wins Signal Share Gains	FY2025 Q1	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Q4 Results Surpass Guidance on Labor Disruption Revenue; Q1 Outlook Resets Profitability Floor to ~8%	FY2024 Q4	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Market Stabilization Signs Emerge as Normalized Q4 Margin Outlook Signals Continued Pressure	FY2024 Q3	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Order Growth Disconnects from Revenue Outlook; Cautious Q3 Guidance Reflects Lower Large Client Utilization	FY2024 Q2	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Sharply Lower Q2 Nurse Staffing Guidance Signals Prolonged Downturn; Cost Controls Intensified	FY2024 Q1	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Near-Term Outlook Stabilizes on Flat Bill Rates, but Weaker Q2 Forecast Signals Persistent Headwinds	FY2023 Q4	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Market Reset Deepens as AMN Quantifies 2024 Headwinds and Pivots to Locums Growth with MSDR Deal	FY2023 Q3	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Nurse & Allied Demand Drop Drives Q3 Guidance Miss; Locum Tenens Revenue Hits Record	FY2023 Q2	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Full-Year Revenue Outlook Lowered to ~$4.0 Billion as Client Spending Pullback Intensifies; Q3 Now Seen as Trough	FY2023 Q1	May 17, 2026
AMN.US	AMN Healthcare Services Inc	Q1 Outlook Tops Expectations, But Management Signals Near-Term Q2 Pullback; Full-Year 2023 Framework Reaffirmed	FY2022 Q4	May 17, 2026
AMN.US	AMN Healthcare Services Inc	FY2023 Revenue Framework Raised to $4.26B as Travel Nurse Bill Rates Stabilize Above Forecasts	FY2022 Q3	May 17, 2026
SEDG.US	SolarEdge Technologies, Inc.	European Rebound and Strong Nexis Demand Drive Results; Company Nears Breakeven While Navigating U.S. Channel Headwinds	FY2026 Q1	May 15, 2026
AMN.US	AMN Healthcare Services Inc	Outlook Raised as Accelerating Demand Establishes Higher Bill Rate Floor	FY2022 Q2	May 15, 2026
AMN.US	AMN Healthcare Services Inc	Normalization On Track Following Peak Q1 Results; Management Reaffirms Structurally Higher Revenue Baseline	FY2022 Q1	May 15, 2026
GEHC.US	GE HealthCare Technologies Inc.	Profit Outlook Reduced on $250M Inflation Headwind, Overshadowing Strong Demand and Accelerating Flyrcado Ramp	FY2026 Q1	May 15, 2026
GPN.US	Global Payments Inc	Genius Platform Yields Rise Over 30% as Early Worldpay Cross-Sell Wins Surface; FY2026 Guidance Reaffirmed	FY2026 Q1	May 15, 2026
AMN.US	AMN Healthcare Services Inc	Revenue Surges 116% on Record Labor Demand; Guidance Signals Q1 Peak Followed by Normalization to a ~$1B Quarterly Run-Rate	FY2021 Q4	May 14, 2026
AMN.US	AMN Healthcare Services Inc	Q4 Revenue Guidance Set Above $1.1B as Management Declares Permanent Healthcare Labor Crisis	FY2021 Q3	May 14, 2026
AMN.US	AMN Healthcare Services Inc	Record Demand Drives Strong Q3 Outlook; Travel Nurse Bill Rate Trajectory Reverses Upward	FY2021 Q2	May 13, 2026
AMN.US	AMN Healthcare Services Inc	Record Q1 Revenue and Raised Outlook Driven by Sustained Clinician Shortage and Attrition	FY2021 Q1	May 13, 2026
AMN.US	AMN Healthcare Services Inc	Q1 Revenue Guidance Projects 33-36% Growth on Unprecedented Nurse Demand and Record Bill Rates	FY2020 Q4	May 13, 2026
AMN.US	AMN Healthcare Services Inc	Travel Nurse Bill Rates Surge 20% Amid Record Demand and Deepening Clinician Shortage	FY2020 Q3	May 13, 2026
AMN.US	AMN Healthcare Services Inc	Travel Nurse Surge Drives Q2 Revenue Above Guidance; Outlook Signals Normalization	FY2020 Q2	May 13, 2026
AMN.US	AMN Healthcare Services Inc	Q1 Revenue Meets Guidance Driven by Crisis Staffing; Q2 Outlook Cautious with Declining Trajectory and Cost Reductions	FY2020 Q1	May 12, 2026
AMN.US	AMN Healthcare Services Inc	Strategic Acquisitions Reshape Portfolio and Drive Higher Margin Outlook; Locum Tenens Shows Signs of Stabilization	FY2019 Q4	May 12, 2026
PCOR.US	Procore Technologies Inc	Guidance Raised on Q1 Revenue and Margin Beat as AI Commercialization Plan Solidifies	FY2026 Q1	May 11, 2026
CRWV.US	CoreWeave, Inc. Class A Common Stock	Revenue Backlog Surges to Nearly $100B as Investment-Grade Financing De-Risks Hyper-Growth Model	FY2026 Q1	May 08, 2026
TTD.US	The Trade Desk, Inc.	Macro Headwinds Drive Cautious Outlook Despite Strong JBP Momentum	FY2026 Q1	May 08, 2026
FISV.US	Fiserv, Inc.	Guidance Reaffirmed as Q1 Results Align with Plan; Q2 Flagged as Revenue Trough	FY2026 Q1	May 07, 2026
SHOP.US	Shopify Inc	Revenue Growth Accelerates to 34% as AI Commerce Strategy Gains Broad Industry Validation	FY2026 Q1	May 07, 2026
DBD.US	Diebold Nixdorf, Incorporated	Retail Segment Growth Accelerates to 26.5% on North America Wins; Full-Year Guidance Reaffirmed	FY2026 Q1	May 07, 2026
V.US	Visa Inc. Class A	Strategic Wins in Core Banking and Stablecoins Anchor 17% Revenue Growth and Raised FY26 Outlook	FY2026 Q2	May 06, 2026
AMD.US	Advanced Micro Devices, Inc.	Server CPU TAM Doubles to $120B on Agentic AI Demand; Data Center Revenue Grows 57% YoY	FY2026 Q1	May 06, 2026
ENPH.US	Enphase Energy Inc	Pivots to AI Data Centers Amid Weaker U.S. Demand and Channel Inventory Correction	FY2026 Q1	May 06, 2026
PYPL.US	PayPal Holdings, Inc.	New CEO Launches Turnaround Plan with $1.5B Cost Program; Q1 EPS Beats as Q2 Guidance Points to Investment Pressure	FY2026 Q1	May 06, 2026
XOM.US	Exxon Mobil Corp	Underlying Earnings Growth Driven by Refining Strength and Advantaged Volumes Amidst Geopolitical Disruption	FY2026 Q1	May 04, 2026
TYL.US	Tyler Technologies Inc	Revenue and EPS Guidance Lifted on FTR Acquisition and Strong Bookings Rebound	FY2026 Q1	May 03, 2026
QCOM.US	QUALCOMM Incorporated	Custom Silicon Win Accelerates Data Center Strategy as Handset Market Nears Trough	FY2026 Q2	May 01, 2026
KFRC.US	Kforce Inc.	Return to Growth and Margin Expansion Drive Q1 Earnings Beat; Q2 Guidance Signals Accelerating Momentum	FY2026 Q1	May 01, 2026
GOOG.US	Alphabet Inc.	Google Cloud Revenue Accelerates to 63% and Backlog Nearly Doubles to $462B, Fueling Further CapEx Escalation into FY2027	FY2026 Q1	May 01, 2026
AAPL.US	Apple Inc.	Record March Quarter Fueled by Sustained iPhone Strength and Mac Rebound; Strong Guidance Issued Amid CEO Transition and Escalating Memory Cost Warnings	FY2026 Q2	May 01, 2026
MSFT.US	Microsoft Corporation	AI Adoption Accelerates with Over 20M Copilot Seats and 40% Azure Growth; CY2026 CapEx Outlook Set at ~$190B	FY2026 Q3	May 01, 2026
HRI.US	Herc Holdings Inc	H&E Integration Declared Complete; Full-Year 2026 Guidance Affirmed as Focus Shifts to Second-Half Growth and Synergy Capture	FY2026 Q1	Apr 30, 2026
META.US	Meta Platforms Inc.	AI Investment Cycle Intensifies with $10B CapEx Guidance Increase, Underpinned by 33% Revenue Growth and Accelerating Ad Performance	FY2026 Q1	Apr 30, 2026
AMZN.US	Amazon.com Inc	AWS Growth Accelerates to 28% as Backlog Surges to $364B; Custom Silicon Business Reaches $20B+ Revenue Run Rate	FY2026 Q1	Apr 30, 2026
UPS.US	United Parcel Service, Inc.	Transformation Costs Pressure Q1 Margins; Full-Year Guidance Reaffirmed as Q2 Margin Rebound Guided to 7.5-8.5%	FY2026 Q1	Apr 29, 2026
LGIH.US	LGI Homes	Gross Margin Guidance Raised on Profitability Rebound; Cancellation Rate Worsens to 45.6%	FY2026 Q1	Apr 29, 2026
NEE.US	Nextera Energy Inc	Large-Load Strategy Validated by 9.5 GW Federal Project Award; New Originations Hit Record 4.0 GW	FY2026 Q1	Apr 27, 2026
INTC.US	Intel Corporation	DCAI Revenue Surges 22% as CPU's Role in AI Infrastructure Expands, Offsetting Weaker PC Outlook	FY2026 Q1	Apr 24, 2026
MCO.US	Moody's Corporation	Record Q1 Results Driven by Over $2 Trillion in Issuance and Accelerating Private Credit Growth	FY2026 Q1	Apr 24, 2026
NOW.US	ServiceNow, Inc.	AI Momentum Accelerates with 50% Increase in Now Assist ACV Target to $1.5B; FY26 Revenue Guidance Raised	FY2026 Q1	Apr 24, 2026
UAL.US	United Airlines Holdings Inc	Full-Year EPS Guidance Lowered to $7.00-$11.00 on Fuel Surge; Capacity Cut to Drive Cost Recovery	FY2026 Q1	Apr 24, 2026
TSLA.US	Tesla, Inc.	CapEx Guidance Raised to Over $25B to Fund AI & Robotics Future, Driving Negative FCF Outlook	FY2026 Q1	Apr 23, 2026
URI.US	United Rentals Inc	Cost Controls Drive Margin Expansion, Prompting Full-Year Guidance Raise	FY2026 Q1	Apr 23, 2026
TXN.US	Texas Instruments Incorporated	Revenue Accelerates 19% on Industrial Rebound; Management Signals Potential Price Increases in H2	FY2026 Q1	Apr 23, 2026
EFX.US	Equifax Inc	TWN Indicator Fuels Mortgage Share Gains and Q1 Beat; Full-Year Outlook Maintained Amid Rate Uncertainty	FY2026 Q1	Apr 23, 2026
GEV.US	GE Vernova Inc.	Gas Power Pipeline Surges to 100 GW and Data Center Orders Accelerate, Prompting Raised 2026 Guidance	FY2026 Q1	Apr 23, 2026
NLY.US	Annaly Capital Management, Inc.	Strategic Pivot Accelerates as Residential Credit Delivers Record $4.7B in Securitizations	FY2026 Q1	Apr 23, 2026
AGNC.US	AGNC Investment Corp	Book Value Declines 5.6% on Geopolitical Volatility, but Wider Spreads Boost Forward Return Outlook	FY2026 Q1	Apr 22, 2026
UNH.US	UnitedHealth Group Incorporated	Adjusted EPS Guidance Raised After Q1 Exceeds Plan; MCR Improves Year-Over-Year	FY2026 Q1	Apr 22, 2026
NFLX.US	Netflix, Inc.	FCF Guidance Raised by $1.5B Following WB Deal Termination; Core Organic Growth Outlook Reaffirmed	FY2026 Q1	Apr 22, 2026
MAN.US	ManpowerGroup Inc	Transformation Program Targeting $200M in Savings Unveiled as Revenue Growth Accelerates to 3%	FY2026 Q1	Apr 17, 2026
LYV.US	Live Nation Entertainment Inc	Double-Digit 2026 AOI Growth Guided Amid Favorable DOJ Ruling and Broad-Based Venue Rebound	FY2025 Q4	Apr 17, 2026
LYV.US	Live Nation Entertainment Inc	Record Q3 Performance Fueled by 60% Rise in Stadium Shows; Forward Indicators Point to Sustained Momentum in 2026	FY2025 Q3	Apr 17, 2026
LYV.US	Live Nation Entertainment Inc	International and Stadium Strength Fuels Q2 Results; Double-Digit Full-Year AOI Growth Outlook Reaffirmed	FY2025 Q2	Apr 16, 2026
LYV.US	Live Nation Entertainment Inc	Record Deferred Revenue Underpins Reaffirmed Double-Digit AOI Growth Outlook Amid Q1 Mix Shift	FY2025 Q1	Apr 16, 2026
LYV.US	Live Nation Entertainment Inc	Record Stadium Pipeline Fuels Double-Digit AOI Growth Forecast for 2025	FY2024 Q4	Apr 16, 2026
LYV.US	Live Nation Entertainment Inc	Concerts AOI Surges 39% as Double-Digit 2025 Leading Indicators Signal Re-acceleration	FY2024 Q3	Apr 16, 2026
LYV.US	Live Nation Entertainment Inc	Amphitheater-Led Strategy Drives 61% Surge in Concerts AOI; 2025 Stadium Pipeline Paces Ahead of Record Year	FY2024 Q2	Apr 16, 2026
LYV.US	Live Nation Entertainment Inc	Record Q1 Revenue and Maintained Double-Digit AOI Growth Guidance Underscore Operational Momentum; Management Mounts Proactive Defense on DOJ Investigation	FY2024 Q1	Apr 16, 2026
WFC.US	Wells Fargo & Company	Revenue Rises 6% and EPS Increases 15% on Broad-Based Growth as Final Regulatory Order Closes	FY2026 Q1	Apr 15, 2026
JPM.US	JPMorgan Chase & Co	Record Markets Revenue and IB Rebound Drive 10% Firmwide Revenue Growth	FY2026 Q1	Apr 15, 2026
DAL.US	Delta Air Lines Inc	Q2 Revenue Growth to Accelerate on Flat Capacity as Management Pivots to Margin Protection Amid Fuel Volatility	FY2026 Q1	Apr 09, 2026
HPP.US	Hudson Pacific Properties Inc	2026 FFO Guidance Reinstated on Strongest Office Leasing Since 2019 and Transformed Balance Sheet	FY2025 Q4	Apr 02, 2026
CCL.US	Carnival Corporation	PROPEL Long-Term Targets and $2.5B Buyback Introduced as Fuel Costs Lower FY26 EPS Guidance	FY2026 Q1	Mar 31, 2026
ACN.US	Accenture plc	Full-Year Guidance Raised on Record Bookings and Accelerated M&A Strategy	FY2026 Q2	Mar 31, 2026
FDX.US	FedEx Corporation	FY26 EPS Outlook Raised Substantially on Record Peak Profitability and U.S. Domestic Momentum	FY2026 Q3	Mar 31, 2026
JBL.US	Jabil Circuit Inc	AI Revenue Growth Forecast Accelerates to 46% and Regulated Industries Recover, Driving $1.6B Increase to FY26 Outlook	FY2026 Q2	Mar 26, 2026
DLTR.US	Dollar Tree, Inc.	Multi-Price Strategy Validated with 5.0% Comp and Margin Expansion; FY2026 Guidance Targets High-Teens EPS Growth	FY2025 Q4	Mar 26, 2026
KBH.US	KB Home	Full-Year Outlook Lowered as Strategic BTO Pivot Confronts Increased Market Uncertainty	FY2026 Q1	Mar 26, 2026
CTAS.US	Cintas Corporation	Record Gross Margins Across All Route-Based Businesses Drive Performance; Full-Year Revenue and EPS Guidance Raised	FY2026 Q3	Mar 26, 2026
MU.US	Micron Technology Inc	AI-Driven Demand Fuels Record Q2 Results and Q3 Outlook; FY26 CapEx Raised Above $25B to Address Supply Shortage	FY2026 Q2	Mar 19, 2026
GIS.US	General Mills Inc	Guidance Reaffirmed as Planned Q3 Declines Set Stage for Q4 Rebound and FY27 Dollar Share Focus	FY2026 Q3	Mar 19, 2026
ADBE.US	Adobe Systems Incorporated	CEO Transition Announced as Strategic Shift to User Growth Tempers Near-Term ARR; Full-Year Guidance Reaffirmed	FY2026 Q1	Mar 13, 2026
DG.US	Dollar General Corporation	Operational Turnaround Drives 107 bps Margin Expansion as SSS Growth Accelerates to 4.3%	FY2025 Q4	Mar 12, 2026
ORCL.US	Oracle Corporation	RPO Reaches $553B as Cloud Infrastructure Accelerates; FY27 Revenue Guidance Raised to $90B	FY2026 Q3	Mar 11, 2026
COST.US	Costco Wholesale Corp	Comparable Sales Growth Accelerates, Driven by Measurable Gains in Digital and In-Warehouse Technology	FY2026 Q2	Mar 06, 2026
AVGO.US	Broadcom Inc.	AI Revenue Outlook Upgraded to Over $100 Billion in 2027 as Q2 Growth Forecast Accelerates to 140%	FY2026 Q1	Mar 05, 2026
CRWD.US	CrowdStrike Holdings, Inc.	ARR Growth Accelerates to 24%, Surpassing $5B on Record AI-Driven Demand and Platform Momentum	FY2026 Q4	Mar 05, 2026
DELL.US	Dell Technologies Inc	AI Orders Surge to $34.1B, Driving Record Results and a $140B FY27 Revenue Outlook	FY2026 Q4	Mar 04, 2026
AZO.US	AutoZone Inc	Commercial Sales Growth Slows to 9.8% Amid Winter Storms; LIFO Charge Continues to Impact GAAP EPS	FY2026 Q2	Mar 04, 2026
NCLH.US	Norwegian Cruise Line Holdings Ltd	Execution Missteps Drive 2026 Top-Line Guidance Cut; Net Yields Forecast Flat as New CEO Initiates Turnaround	FY2025 Q4	Mar 03, 2026
CRWV.US	CoreWeave, Inc. Class A Common Stock	Unprecedented $30B+ CapEx Plan Unveiled to Service Record $66.8B Backlog, Resetting Near-Term Margin Expectations	FY2025 Q4	Feb 28, 2026
XYZ.US	Block, Inc	FY2026 Profitability Outlook Raised Substantially Amid AI-Driven Restructuring to Reduce Workforce by Over 40%	FY2025 Q4	Feb 28, 2026
FOUR.US	Shift4 Payments, Inc.	Corporate Simplification and Global Execution Define New Chapter; FY2026 GRLNF Growth Guided at 26-31%	FY2025 Q4	Feb 27, 2026
DELL.US	Dell Technologies Inc	AI Momentum Accelerates with Record $12.3B in Orders, Fueling Raised Full-Year Outlook	FY2026 Q3	Feb 27, 2026
DELL.US	Dell Technologies Inc	AI Server Forecast Raised to $20B, Lifting FY26 Outlook as Core Storage and Server Demand Moderates	FY2026 Q2	Feb 27, 2026
DELL.US	Dell Technologies Inc	AI Business Enters Hyper-Acceleration with $12.1B in Orders; Full-Year EPS Guidance Increased	FY2026 Q1	Feb 27, 2026
DELL.US	Dell Technologies Inc	AI Server Backlog Surges to $9B, Fueling Outlook for High-Teens ISG Growth and $15B in AI Shipments	FY2025 Q4	Feb 27, 2026
TTD.US	The Trade Desk, Inc.	Vertical Headwinds Mute Near-Term Outlook as Company Cites Operational Overhaul and AI Strategy as Long-Term Drivers	FY2025 Q4	Feb 27, 2026
ROOT.US	Root, Inc.	Policy Growth Set to Accelerate in 2026 as Company Pivots from Record Profitability to Reinvestment for Scale	FY2025 Q4	Feb 27, 2026
NVDA.US	NVIDIA Corporation	Record $68.1B Revenue Driven by Blackwell Ramp; Outlook Strengthened as Long-Term Demand Visibility Extends into 2027	FY2026 Q4	Feb 27, 2026
CRM.US	Salesforce.com Inc	Combined Agentforce & Data 360 ARR Surpasses $2.9B as FY30 Target Raised to $63B, Underscored by New $50B Share Repurchase Program	FY2026 Q4	Feb 26, 2026
MELI.US	MercadoLibre, Inc.	Strategic Investments Fuel 45% Revenue Growth and Record User Metrics; Company Quantifies 5-6 ppt Margin Impact	FY2025 Q4	Feb 26, 2026
HIPO.US	Hippo Holdings Inc	Homeowners Relaunch Signals Shift to Offense; Issues 2026 Guidance Projecting Strong Growth and Margin Expansion	FY2025 Q4	Feb 25, 2026
CRCL.US	Circle Internet Group, Inc.	Revenue Surges 77% as Circle Positions Platform for AI-Driven 'Agentic Economy'	FY2025 Q4	Feb 25, 2026
FIS.US	Fidelity National Information Services Inc	FY26 Pro Forma Margin Expansion Outlook Raised to 95-110 bps; New Strategy Targets Doubling Free Cash Flow to >$3B by 2028	FY2025 Q4	Feb 24, 2026
CCOI.US	Cogent Communications Holdings, Inc.	New Disclosures Reveal 27% Core Revenue Growth as Firm Forecasts Return to Consolidated Sequential Growth	FY2025 Q4	Feb 23, 2026
SCCO.US	Southern Copper Corporation	Byproduct Strength Drives Record FY25 Profitability, Net Cash Cost Declines 35% to $0.58/lb	FY2025 Q4	Feb 20, 2026
SCCO.US	Southern Copper Corporation	Byproduct-Driven Strategy Delivers Record EBITDA; Tia Maria Project Moves to Construction Phase, Signaling New CapEx Cycle	FY2025 Q3	Feb 20, 2026
LMND.US	Lemonade Inc	In Force Premium Growth Accelerates to 31%, FY26 Guidance Raised to 32% as Adjusted EBITDA Nears Breakeven	FY2025 Q4	Feb 19, 2026
WMT.US	Walmart Inc. Common Stock	E-Commerce Profitability Reaches Inflection with Double-Digit Incremental Margins; FY27 Adj. OI Growth Guided to 6-8%	FY2026 Q4	Feb 19, 2026
SEDG.US	SolarEdge Technologies, Inc.	Margin Exceeds Guidance, Capping a Year of Turnaround; Strategy Shifts to 'Offense' with AI Data Center Focus	FY2025 Q4	Feb 19, 2026
GPN.US	Global Payments Inc	Post-Worldpay Transformation Complete, Co. Issues Inaugural Guidance with ~5% Revenue Growth and 150 bps Margin Expansion for 2026	FY2025 Q4	Feb 18, 2026
GPN.US	Global Payments Inc	Genius Platform Momentum Accelerates with 75% MRR Growth; Worldpay Acquisition Timeline Advanced to Q1 2026	FY2025 Q3	Feb 18, 2026
GPN.US	Global Payments Inc	Transformation Bears Fruit: Genius POS Launch Fuels Momentum as Margin and EPS Guidance Increased	FY2025 Q2	Feb 18, 2026
GPN.US	Global Payments Inc	Transforms into Pure-Play Merchant Acquirer with Worldpay Deal; Medium-Term Margin Expansion Target Doubles	FY2025 Q1	Feb 18, 2026
GPN.US	Global Payments Inc	Operational Transformation Savings Target Raised to $600M; FY2025 Guidance Projects 5-6% Revenue Growth	FY2024 Q4	Feb 18, 2026
ADI.US	Analog Devices, Inc.	Industrial and AI-Driven Communications Fuel Outlook for 11% Sequential Growth, Signaling a Potential 'Banner Year' Ahead	FY2026 Q1	Feb 18, 2026
MCO.US	Moody's Corporation	AI Adoption and Favorable Issuance Mix Drive Record FY25 Results; Initial 2026 Guidance Projects ~12% EPS Growth	FY2025 Q4	Feb 18, 2026
HRI.US	Herc Holdings Inc	Post-Integration Outlook for 2026 Targets Double-Digit EBITDA Growth on Full Synergy Realization	FY2025 Q4	Feb 18, 2026
LGIH.US	LGI Homes	Profitability Reset as Incentives Pressure Margins; 2026 Guidance Signals Cautious Stance	FY2025 Q4	Feb 17, 2026
PCOR.US	Procore Technologies Inc	AI Strategy Defines New CEO's Outlook as FY26 Guidance Targets Sustained Margin Expansion	FY2025 Q4	Feb 17, 2026
WTS.US	Watts Water Technologies Inc	Record 2025 Performance Sets Stage for Strategic Focus on Data Centers and Portfolio Optimization	FY2025 Q4	Feb 13, 2026
DBD.US	Diebold Nixdorf, Incorporated	Free Cash Flow Doubles to a Record $239M, Fueling Accelerated Shareholder Returns and an Upbeat FY26 Outlook	FY2025 Q4	Feb 13, 2026
TYL.US	Tyler Technologies Inc	Record Cloud Conversion Momentum Fuels Confident FY26 Outlook; SaaS Revenue Growth Guided to 20.5%-22.5%	FY2025 Q4	Feb 13, 2026
LECO.US	Lincoln Electric Holdings Inc	New 'RISE' Strategy Targets 300 Bps Margin Improvement; Guides for Mid-Single-Digit Sales Growth in 2026	FY2025 Q4	Feb 13, 2026
PCOR.US	Procore Technologies Inc	Full-Year Outlook Lifted as Large Deal Growth Accelerates to 31% Ahead of CEO Transition	FY2025 Q3	Feb 12, 2026
PCOR.US	Procore Technologies Inc	Full-Year Revenue Guidance Raised as Go-to-Market Transition Drives Increased Cross-Sell	FY2025 Q2	Feb 12, 2026
PCOR.US	Procore Technologies Inc	Revenue Beats in Q1, Full-Year Guidance Unchanged as Tariff Uncertainty Emerges as Key Risk	FY2025 Q1	Feb 12, 2026
PCOR.US	Procore Technologies Inc	Q4 Bookings Exceed Expectations, FY2025 Guidance Raised Amid Go-to-Market Transition	FY2024 Q4	Feb 12, 2026
TYL.US	Tyler Technologies Inc	Cloud 'Flips' Drive Record Bookings; FY26 SaaS Growth Targeted at ~20%	FY2025 Q3	Feb 12, 2026
TYL.US	Tyler Technologies Inc	Recurring Revenue Engine Drives Double-Digit Growth; Free Cash Flow Guidance Raised on Favorable Tax Law Changes	FY2025 Q2	Feb 12, 2026
TYL.US	Tyler Technologies Inc	Subscription Strength Drives Margin Expansion and Guidance Raise, Offsetting Softer New SaaS Bookings	FY2025 Q1	Feb 12, 2026
TYL.US	Tyler Technologies Inc	SaaS and Transaction Revenues Each Grow Over 20% as Cloud Transition Delivers Margin Expansion and Record Free Cash Flow	FY2024 Q4	Feb 12, 2026
SHOP.US	Shopify Inc	Q4 Revenue Climbs 31% as Shopify Unveils AI Commerce Protocol and a $2B Share Repurchase Program	FY2025 Q4	Feb 11, 2026
FISV.US	Fiserv, Inc.	FY2025 EPS and FCF Surpass Guidance Following Strategic Reset; 2026 Outlook Confirms H1 Headwinds	FY2025 Q4	Feb 11, 2026
F.US	Ford Motor Company	EBIT Guided to Rebound to $8.0-$10.0 Billion in 2026, Driven by Cost Savings and a Strategic Pivot to Affordable EVs	FY2025 Q4	Feb 11, 2026
OSCR.US	Oscar Health Inc	Guides to $18.7B-$19.0B in 2026 Revenue and a Return to Profitability After Record Enrollment Drives Market Share to 30%	FY2025 Q4	Feb 11, 2026
CCSI.US	Consensus Cloud Solutions Inc	Corporate Growth Hits 7.3% as VA and AI Product Outlooks Accelerate; Company Pivots to Aggressive Share Repurchases	FY2025 Q4	Feb 11, 2026
BE.US	Bloom Energy Corporation	Product Backlog Jumps 140% to $6.0B, Fueling Outlook for >50% Revenue Growth in FY2026	FY2025 Q4	Feb 07, 2026
AMZN.US	Amazon.com Inc	AWS Growth Accelerates to 24% as ~$200B CapEx Plan is Signaled for 2026	FY2025 Q4	Feb 06, 2026
OWL.US	Blue Owl Capital Inc	Record $56B Fundraising Drives 19% Annual FRE Growth as Firm Defends Tech Portfolio Against AI Concerns	FY2025 Q4	Feb 06, 2026
OWL.US	Blue Owl Capital Inc	Record $57B LTM Fundraising Powered by Over $50B in New Digital Infrastructure Projects	FY2025 Q3	Feb 06, 2026
OWL.US	Blue Owl Capital Inc	Record $12.1B Capital Raise Underscores Momentum; Firm Pivots to Growth in Digital Infrastructure and Defined Contribution Channels	FY2025 Q2	Feb 06, 2026
OWL.US	Blue Owl Capital Inc	Net Deployment More Than Doubles to $4.5B as AUM Reaches $273B; Firm Extends Per-Share Earnings Growth Timeline	FY2025 Q1	Feb 06, 2026
IREN.US	IREN Ltd	$3.6B GPU Financing De-Risks Microsoft Contract; New Oklahoma Site Expands Secured Power to Over 4.5 GW	FY2026 Q2	Feb 06, 2026
OWL.US	Blue Owl Capital Inc	Record Fundraising Fuels 26% FRE Growth and 25% Dividend Hike as Strategic Diversification Accelerates	FY2024 Q4	Feb 06, 2026
FTNT.US	Fortinet Inc	Unified SASE Billings Growth Accelerates to 40%, Driving Q4 Outperformance and Reaffirming Commitment to Above-Market Growth	FY2025 Q4	Feb 06, 2026
QCOM.US	QUALCOMM Incorporated	Handset Outlook Lowered on Memory Constraints as Automotive Growth Guidance Accelerates Above 35%	FY2026 Q1	Feb 06, 2026
QCOM.US	QUALCOMM Incorporated	Record Q1 Guidance Driven by Android Strength; Data Center Revenue Ramp Pulled Forward to FY27	FY2025 Q4	Feb 05, 2026
QCOM.US	QUALCOMM Incorporated	Qualcomm Expands into Data Center with Hyperscaler Engagement as Automotive and IoT Revenues Grow 23% YoY	FY2025 Q3	Feb 05, 2026
QCOM.US	QUALCOMM Incorporated	Diversification Delivers 15% Revenue Growth; Capital Return Target Increased to 100% of Free Cash Flow	FY2025 Q2	Feb 05, 2026
QCOM.US	QUALCOMM Incorporated	Record Q1 Beats Guidance on Broad-Based Strength; Favorable Arm Verdict Secures Custom CPU Roadmap	FY2025 Q1	Feb 05, 2026
QCOM.US	QUALCOMM Incorporated	Diversification Accelerates as Automotive Revenue Jumps 68% and AI PC Pipeline Surges, Fueling Upbeat Q1 Forecast	FY2024 Q4	Feb 05, 2026
GOOG.US	Alphabet Inc.	Cloud Backlog Surges 55% to $240 Billion, Fueling Unprecedented $175B-$185B CapEx Plan for 2026	FY2025 Q4	Feb 05, 2026
ENPH.US	Enphase Energy Inc	Q1 Outlook Raised as U.S. Sell-Through Hits Two-Year High, Signaling a Better-Than-Feared Trough	FY2025 Q4	Feb 04, 2026
ENPH.US	Enphase Energy Inc	Q3 Revenue Surpasses Guidance on Safe Harbor Pull-Forward; Outlook Sets Q1'26 as 'Cycle Trough' at $250M	FY2025 Q3	Feb 04, 2026
ENPH.US	Enphase Energy Inc	Battery Shipments Beat Guidance and U.S. Sell-Through Rebounds; Strategy Pivots to Mitigate Anticipated 2026 Market Contraction	FY2025 Q2	Feb 04, 2026
ENPH.US	Enphase Energy Inc	Tariff Headwinds Cloud Margin Outlook; Focus Shifts to Supply Chain Pivot and Gen 4 Battery Ramp	FY2025 Q1	Feb 04, 2026
ENPH.US	Enphase Energy Inc	Beats Q4 Guidance; $95M Safe Harbor Agreement Provides H1 Visibility as Focus Turns to New Product-Led Recovery in 2025	FY2024 Q4	Feb 04, 2026
ENPH.US	Enphase Energy Inc	Battery Shipments Surge 44% as U.S. Market Recovers; Flat Q4 Guidance Reflects European Weakness	FY2024 Q3	Feb 04, 2026
ENPH.US	Enphase Energy Inc	Q3 Revenue Guided Up 28% Sequentially as Channel Inventory Normalizes; Battery Shipments and U.S. Manufacturing Ramp Accelerate	FY2024 Q2	Feb 04, 2026
GEHC.US	GE HealthCare Technologies Inc.	FERCATO Launch Gains Traction with 95% On-Time Delivery; Record $21.8B Backlog Underpins 3-4% Organic Growth Guidance for 2026	FY2025 Q4	Feb 04, 2026
ENPH.US	Enphase Energy Inc	Q2 Guidance Signals Rebound After Cyclical Trough; Battery Shipments Forecast to Increase Over 45% Sequentially	FY2024 Q1	Feb 04, 2026
EFX.US	Equifax Inc	Free Cash Flow Surpasses $1.1 Billion, Fueling $1.2 Billion Shareholder Return; 2026 Guidance Projects ~10.5% Revenue Growth	FY2025 Q4	Feb 04, 2026
LLY.US	Eli Lilly and Company	FY26 Guidance Projects 25% Revenue Growth, Navigating a 'Low to Mid-Teens' Price Headwind Through Volume Expansion	FY2025 Q4	Feb 04, 2026

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