News

Elastic Is a Diversified Software Business With Sales From Search, Security, and Observability
We expect Elastic to generate strong free cash flow margins, increasing its operating leverage while driving its top line forward. This trend is typical in the high-growth software space as ...
AI Servers Will Propel Dell’s Top-Line Growth for the Next Few Years
This is the company’s key revenue growth driver for the next several years. The margin profile of this revenue growth is a key debate, and we assume the ISG segment (where servers are projected to ...
Dow Jones Top Company Headlines at 9 PM ET: Costco to Rely on Advancing Orders, Production Shifts to Offset Tariffs | SEC ...
Microchip is performing better than management expected when it hosted its investor call on May 8, with higher-than-expected bookings, Chief Executive Steve Sanghi said. Gap sees sales stalling, and ...
Dow Jones Top Markets Headlines at 9 PM ET: Stocks Edge Higher; Court Stays Ruling Blocking Trumpâ s Tariffs | Tariff ...
Stocks settled higher after an appeals court stayed an earlier decision to strike down President Trump's most sweeping tariffs while it considers the administration's challenge to it. A federal court ...
Cooper Enjoys Momentum From Toric and Multifocal Lens Adoption, Reaps Fruit From Myopia Management
CooperCompanies is one of the largest eyecare companies in the US. It operates in two segments: CooperVision and CooperSurgical.
No-Moat Intellia's Gene-Editing Pipeline Looks Promising for Long-Term, Risk-Tolerant Investors
Intellia has leveraged its expertise in Crispr/Cas9 gene editing to advance a pipeline of in vivo and ex vivo therapies for diseases with high unmet medical needs. We believe Intellia's proprietary ...
Dell's earnings outlook blows past expectations, and this number explains why
Dell's (DELL) massive AI backlog helps explain the upbeat forecast. The company generated $12.1 billion in AI orders during the just-completed quarter, helping bring its backlog to $14.4 billion. Dell ...
Marvell meets earnings expectations, but here's what's really on investors' minds
Marvell Technology Inc. delivered fiscal first-quarter results in line with expectations - but the latest numbers may be less important than the company's upcoming commentary, as some analysts on Wall ...
Costco's tariff cure includes cheaper eggs, rerouted items and U.S.-made mattresses
Trump has used tariffs, and negotiations related to them, in an effort to steer global trade toward U.S. interests, and to extract other concessions. Economists have worried they will lead businesses ...
Ulta Beauty is warning about consumer 'uncertainty.' It still nudged its forecast higher.
Shares of Ulta Beauty Inc. rallied after hours on Thursday as the cosmetics retailer grew slightly more upbeat on the year ahead - while still warning its outlook reflected "uncertainty around how ...
E.l.f. Beauty's stock is on pace for record rally, as analysts debate whether uncertainty is a 'blessing in disguise'
BofA analysts asked whether e.l.f.'s lack of a forecast for its full fiscal year, which runs through March, was a "blessing in disguise," given the company's current momentum. And they said the Rhode ...
Turkey, nuts and Spam are appealing to 'strained' consumers, Hormel says
Hormel Foods Corp. said it sees potential to grow its Spam, Planters nuts and lean turkey-meat products in the second half of the year as it focuses on offering value to "strained" consumers. Hormel's ...