Q2 FY2026 earnings call highlights: 23% sales growth, raised guidance, margin gains, buybacks and risks on tariffs/fuel—read now.

Dave & Buster’s (PLAY) stock stays a speculative buy despite sales declines. Valuation multiples are low versus peers. See ...

U.S. hyperscalers are engaged in an AI arms race fueled by massive capex and rising debt. Read the full analysis for more ...

Old Dominion Freight Line (ODFL) analysis: standout margins, EPS growth despite weaker volumes, and early freight recovery ...

Track TCI Fund Management’s Q2 2026 13F: top holdings (GE Aerospace, Visa, Moody’s, S&P Global, Alphabet), new buys, and ...

Protean Small Cap returned 4.7% in August, outperforming its benchmark index by 0.3%. Since launching in August 2023, the ...

Q1 FY2027 earnings call highlights: turnaround progress, 73% bookings growth, new guidance, margins, cash flow, and C3 Code—read now.

Management raised FY '27 product revenue guidance to “$6.07 billion” and “36% year-over-year growth” (CFO Brian Robins) versus the prior quarter’s FY '27 product revenue guide of “$5.84 billion” and ...

Q2 FY2026 earnings call recap: sales, adjusted EBITDA, Perks redemption impact, guidance, and catalysts like vet growth & Autoship—read now.

Q2 FY2027 earnings call recap: revenue beat, record gross margins, near-zero cash burn, and Express Solo ramp—get key takeaways now.

Q2 FY2027 earnings call recap: revenue up 10%, EBITDA margin 25%, cash flow and debt paydown, AccessOne traction, guidance ...

Sunstone Hotel Investors beat Q2 2026 expectations and raised guidance again; balance sheet improved but Andaz concentration ...