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3M reported adjusted EPS of $2.50, up 12% year over year and above the $2.39 estimate. Adjusted sales rose 4.2% to $6.6 billion, slightly below consensus, while the company raised its FY26 adjusted EPS guidance above estimates.
Hasbro reported adjusted earnings of $2.90 per share versus the $1.86 consensus estimate. Revenue rose 15% year over year to $1.595 billion, above estimates of $1.476 billion, and the company raised its outlook.
Beauty Health reported Q2 2026 revenue of approximately $72 million, at the lower end of guidance, and adjusted EBITDA of $17 million, above its guidance range. It lowered full-year revenue guidance to $280–$290 million and raised adjusted EBITDA guidance to $39–$46 million.
Inogen reported second-quarter revenue of $95.1 million, up 3% year over year, and adjusted EBITDA of $2.4 million, up 15%. The company lowered full-year 2026 revenue guidance to $355-$361 million and raised adjusted EBITDA guidance to $4 million.
Twilio reported Q2 revenue of $1.5 billion, with organic revenue growth of 17% year over year. It raised its full-year organic revenue growth target to 13–13.5% and reported revenue growth target to 18–18.5%.
Micron, SanDisk and SK Hynix shares have fallen from recent highs even as earnings estimates and some analyst price targets rose. The article highlights valuation risks if memory-chip profits weaken, alongside Micron management’s statement that 26 multiyear agreements should cover more than 35% of revenue through 2030.
Jim Cramer said Thursday that enterprise software’s resurgence was one of the defining stock market stories of the third quarter, despite fears that AI could disrupt the sector. He pointed to the strong performance of Veeva Systems Inc. (NYSE: VEEV ), Salesforce Inc. (NYSE: CRM ), and Palantir Technologies Inc. (NASDAQ
Salesforce (NYSE: CRM ) raises FY2027 sales outlook from $46.100 billion-$46.400 billion to $46.400 billion vs $46.113 billion estimate.
Braze reported fiscal second-quarter revenue of $227 million, up 26% year over year, and said non-GAAP operating margin improved by more than 600 basis points. It raised third-quarter and full-year revenue guidance.
DocuSign reported Q2 revenue of $876 million, up 9% year over year, with a 32% operating margin and about $300 million in free cash flow. It also raised fiscal 2027 ARR guidance and said IAM now accounts for 15.1% of total ARR.
ServiceNow (NOW) rose 9% on Thursday, outperforming the Technology sector and broader market, after investors rotated into large-cap tech and responded to upbeat enterprise-software signals from Salesforce (CRM).
ServiceNow shares traded higher after Salesforce posted a second-quarter earnings beat, raised full-year fiscal 2027 revenue guidance by $200 million and cited rapid AI adoption.
CRM shares rose 13% after hours after results and raised guidance; company also expanded partnership with Anthropic’s Claude.
Salesforce reported fiscal second-quarter revenue of $11.35 billion and adjusted earnings of $5.90 a share, both above consensus. It also lifted fiscal 2027 revenue and full-year adjusted earnings guidance and announced an Anthropic partnership.
Salesforce raised FY2027 GAAP EPS guidance to $10.21-$10.25 from $7.93-$7.99, versus a $8.16 analyst estimate.
Salesforce raised FY27 adjusted EPS guidance to $16.67-$16.71 for CRM.
Salesforce raised FY revenue guidance to $46.1B-$46.4B from $45.9B-$46.2B. FY adjusted operating margin remains 34.3%. Q3 revenue $11.42B-$11.50B and Q3 adjusted EPS $3.42-$3.44.
Salesforce (CRM) is set to report earnings later this week after shares climbed to their highest level since February, with investors looking for more detail on growth, AI, and buybacks.
MDxHealth said Q2 2026 revenue was $27.2 million, up 16% year over year and 14% sequentially, while adjusted EBITDA was negative $2.3 million and it raised $20 million in a registered direct placement.
Salesforce boosts full-year revenue outlook as Agentforce ARR reaches $1.2 billion, driven by strong growth. This move indicates a positive trend for the company's future performance.