UPS Raises 2026 Guidance
UPS raised its full-year outlook, citing a strong holiday demand outlook.
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Alpine Income Property Trust Raises 2026 AFFO Guidance
Alpine Income Property Trust raised its 2026 AFFO-per-share guidance to $2.20–$2.22, citing increased investment volume. Management also reported AFFO per diluted share growth of 19.6% year over year and more than $300 million in year-to-date closed and under-contract investments.
RingCentral Reports Q3 Results, Raises Fiscal 2026 Guidance
RingCentral said Q3 subscription and total revenue exceeded the high end of guidance and reported record GAAP and non-GAAP operating margins. It raised fiscal 2026 expectations for subscription revenue, total revenue and free cash flow.
Cathay General Reports Q3 Earnings, Raises Full-Year Loan Growth Outlook
Cathay General Bancorp reported third-quarter net income of $95.2 million, or $1.43 per diluted share, and record net interest income of $211.9 million. The bank raised its full-year loan growth outlook to 5%-6% and deposit growth outlook to 4%-5%.
Danaher Raises 2026 EPS Guidance After Third-Quarter Results
Danaher reported third-quarter core revenue growth of 5.5%, excluding respiratory revenue, and a nearly 30% adjusted operating profit margin. It raised full-year adjusted diluted EPS guidance to $8.57–$8.62 and expects fourth-quarter core revenue growth, excluding respiratory revenue, of 4%–5%.
Thermo Fisher Raises 2026 Revenue and Adjusted EPS Guidance
Thermo Fisher reported Q3 revenue of $12.14 billion, up 9%, and adjusted EPS of $6.68, up 15%. It raised 2026 revenue guidance to $47.7–$48.2 billion and adjusted EPS guidance to $25.13–$25.43.
Neptune Insurance Reports Q3 Revenue Growth, Raises 2026 Guidance
Neptune Insurance reported Q3 revenue up 34% year over year to $59.6 million and adjusted EBITDA up 38% to $36.8 million. It raised 2026 guidance to $204 million in revenue and an adjusted EBITDA margin above 61%, and forecast 2027 revenue of $238 million.
Valmont Raises 2026 Adjusted EPS Guidance After Q3 Sales Growth
Valmont Industries reported third-quarter net sales up 5.5% to $1.1 billion and EPS up 25.3%. It reaffirmed full-year sales guidance of $4.3 billion to $4.45 billion and raised adjusted diluted EPS guidance to $22.75 to $23.75.
Hasbro Raises 2026 Guidance After Q3 Revenue and Profit Growth
Hasbro reported Q3 revenue growth of 15% and a 52% increase in adjusted operating profit, with growth across all three segments. The company raised its full-year outlook, expecting revenue growth of 7% to 9% and adjusted EBITDA of $1.575 billion to $1.625 billion.
Can Bloom Energy Repeat Last Quarter's 29% Revenue Beat?
Bloom Energy Corporation (NYSE: BE ) shares are in the spotlight Friday, with earnings on deck, backlog and guidance in focus, recent analyst activity and a technical setup showing a pullback inside a broader uptrend. Bloom Energy stock is facing resistance. Why are BE shares declining? Earnings Preview & History Bloom
Lam Research Falls for Record Nine Sessions, Down 21.7%
Lam Research has closed lower for nine straight sessions, shedding 21.7% and setting a record for its public-company history. KLA is also down for nine sessions, while Applied Materials has fallen for eight.
Prologis Reports Q3 2026 Results and Raises Development Starts Guidance
Prologis reported third-quarter core FFO of $1.60 per share and raised its development-starts guidance. The company said it remains on track for $15 billion in capital activity this year.
Marsh Reports 8% Q3 Revenue Growth and Raises Savings Target
Marsh said third-quarter revenue rose 8% to $6.9 billion, underlying revenue growth was 5%, and adjusted EPS increased 10% to $2.03. The company raised its Thrive program savings target to $600 million from $400 million.
AZZ Raises Fiscal 2027 Outlook After Record Q2 Sales
AZZ reported second-quarter sales of $486.9 million, up 16.7% year over year, and raised its fiscal 2027 outlook. It now expects sales of $1.825 billion to $1.875 billion, adjusted EBITDA of $380 million to $420 million, and adjusted EPS of $7.00 to $7.30.
ASML Raises 2026 Sales Guidance Floor as AI Demand Outstrips Supply
ASML raised the lower end of its 2026 net sales outlook to €44 billion from €43 billion, keeping the upper end at €45 billion. It expects planned supply in 2027 and 2028 to fall short of customer demand and is exploring ways to expand 2028 capacity.
Quebecor Reports Higher Q2 Earnings and Raises Quarterly Dividend 12.5%
Quebecor reported Q2 2026 net income attributable to shareholders of $200 million, up 24%, and EBITDA excluding stock-based compensation of $691 million, up 10%. Its board raised the quarterly dividend on A and B shares from $0.40 to $0.45.
BNP Paribas Raises ServiceNow Price Target 14% to $160
BNP Paribas analyst Stefan Slowinski raised his ServiceNow price target 14% to $160 and maintained an Outperform rating. He cited expectations for accelerating subscription growth, AI monetization and security expansion.
TKO Raises 2026 Guidance After Second-Quarter Revenue Rises 18%
TKO Group Holdings reported Q2 2026 revenue of $1.547 billion, up 18% year over year, and adjusted EBITDA of $650 million, up 23%. It raised full-year 2026 revenue guidance to $5.775 billion-$5.825 billion and adjusted EBITDA guidance to $2.275 billion-$2.305 billion.
Encompass Health Raises 2026 Guidance After Q2 Revenue and Earnings Growth
Encompass Health reported Q2 revenue growth of 9.6%, adjusted EBITDA growth of 9.2% and adjusted EPS growth of 10.7%. The company said it is raising its 2026 guidance based primarily on the quarter’s results.
Maravai LifeSciences Reports Q2 Revenue Growth, Raises EBITDA Guidance
Maravai reported Q2 2026 revenue of $51.4 million, up 9% year over year, and adjusted EBITDA of $8.7 million. It maintained 2026 revenue guidance at $205 million to $215 million and raised adjusted EBITDA guidance to $33 to $35 million.
Doximity Reports Q1 Revenue of $157 Million, Raises Full-Year Guidance
Doximity reported fiscal Q1 2027 revenue of $157 million, up 7% year over year, and adjusted EBITDA of $75 million at a 48% margin. The company raised full-year revenue guidance, representing 5% growth.
FIGS Raises 2026 Revenue Growth Guidance to 20% After Q2 Growth
FIGS reported Q2 2026 net revenues of $197 million, up 29%, and raised its full-year revenue growth guidance to 20% from 14%–16%. The company also authorized a $100 million share buyback.
Altus Group Reports Q2 Results, Raises Full-Year Outlook
Altus Group reported Q2 revenue growth of 6%, adjusted EBITDA growth of 34% and adjusted EPS growth of 36%. It raised its full-year revenue outlook by 25 basis points and margin expansion outlook by 60 basis points.
Twilio Reports Q2 Revenue of $1.5 Billion, Raises Full-Year Growth Targets
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%.
Genpact Reports Q2 Revenue Growth and Raises 2026 Outlook
Genpact reported Q2 2026 revenue of $1.343 billion, up 7.1% year over year, and said it expects at least 7% revenue growth in 2026. Advanced Technology Solutions revenue rose 24.1%, with the segment expected to grow at least 25% in 2026.
Arlo Reports Record Q2 Revenue, Raises 2026 Guidance
Arlo reported Q2 revenue of $156 million, up more than 20% year over year, and non-GAAP EPS of $0.28, up 65%. It raised full-year 2026 revenue and EPS guidance.
Republic Services Raises 2026 Guidance After Q2 Results
Republic Services reported Q2 2026 revenue growth of 4.6% and adjusted EBITDA growth of 4.5%, with a 32.1% adjusted EBITDA margin. It raised full-year guidance to revenue of $17.2 billion–$17.3 billion, adjusted EBITDA of $5.525 billion–$5.55 billion and adjusted EPS of $7.23–$7.28.
Full Transcript: Cloudflare Q2 2026 Earnings Call
Cloudflare (NYSE: NET ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary Cloudflare, Inc. reported strong fina
Memory Stocks Fall as Earnings Estimates and Analyst Targets Rise
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.
Third Point Bought 2.56 Million Block Shares in Second Quarter
Dan Loeb’s Third Point acquired about 2.56 million Block shares in the second quarter, valued at approximately $194 million as of June 30.