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THE TRUTH ABOUT: 25 - Caught on Camera

Digital Turbine Q4 Earnings Call Highlights

Digital Turbine (NASDAQ:APPS) reported fourth-quarter and fiscal 2026 results that exceeded management’s expectations, with executives pointing to growth in its on-device business, a sharp acceleration in its app growth platform and increased use of artificial intelligence across the company’s opera

MarketBeat

Semtech Q1 Earnings Call Highlights

Semtech (NASDAQ:SMTC) reported record quarterly revenue for its first quarter of fiscal 2027, driven by strength in its data center and LoRa businesses, and issued a second-quarter outlook that calls for continued acceleration across its major segments. President and Chief Executive Officer Hong Ho

MarketBeat

Zscaler Q3 Earnings Call Highlights

Zscaler (NASDAQ:ZS) reported stronger-than-expected fiscal third-quarter results, with management highlighting growth in annual recurring revenue, record operating margin and rising demand for its zero-trust security platform as enterprises adopt artificial intelligence tools. Chairman and CEO Jay

MarketBeat

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Transcat Q4 Earnings Call Highlights

Transcat (NASDAQ:TRNS) reported double-digit revenue growth in both of its business segments for the fiscal fourth quarter, as newly appointed President and CEO Jaime Irick told investors the company plans to continue emphasizing organic service growth, margin expansion, acquisitions and rentals. O

MarketBeat

3 Defense Giants Boosting Dividends as Shares Take a Ride

Northrop Grumman and two other large defense stocks just announced significant increases to their dividends as shares swing in 2026.

MarketBeat

Powerhouse Williams-Sonoma Heading to Fresh Highs in 2026

Williams-Sonoma's stock price is on track to set a fresh high as the company outperforms, produces profits, and returns capital to investors.

MarketBeat

EyePoint Pharmaceuticals Eyes Transformative 2026 as DURAVYU Phase 3 Data Nears

Eyepoint Pharmaceuticals (NASDAQ:EYPT) executives said the company remains on track to report top-line data from its Phase 3 wet age-related macular degeneration program for DURAVYU, also known as EYP-1901, beginning in August, with a second pivotal trial expected to follow about two months later.

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AutoZone Q3 Earnings Call Highlights

AutoZone (NYSE:AZO) reported stronger fiscal third-quarter sales growth as management pointed to gains in its commercial business, new store openings and expanded parts availability, while noting that mild late-quarter weather weighed on demand in some seasonal categories. President and CEO Phil Da

MarketBeat

Why BJ’s Wholesale Club Stock Could Be Ready for a Rebound

BJ's Wholesale Club is setting up for a robust rebound and sustainable rally that may begain as early as summer 2026; catalyst are in place to trigger it.

MarketBeat

After NVIDIA, Broadcom's Earnings Are Next—Here's What to Watch

Broadcom's next earnings report is on the horizon. While the financials will be key, see why Broadcom's thoughts on Alphabet could be a needle mover.

MarketBeat

VNET Group Q1 Earnings Call Highlights

VNET Group (NASDAQ:VNET) said its first-quarter 2026 results were driven by rapid expansion in its wholesale internet data center business, as management pointed to rising artificial intelligence-related demand and new large-scale orders as key growth catalysts. Rotating President Sharon Liu said t

MarketBeat

Champion Homes Q4 Earnings Call Highlights

Champion Homes (NYSE:SKY) reported higher fourth-quarter sales and earnings as the manufactured housing company said it continued to outperform a softer industry backdrop, while also announcing a deal to expand its company-owned retail footprint in the western United States. On the company’s fourth

MarketBeat

Senstar Technologies Q1 Earnings Call Highlights

Senstar Technologies (NASDAQ:SNT) reported a first-quarter loss as revenue declined modestly from a year earlier, with management pointing to project timing delays, elongated procurement cycles and delayed U.S. government-related activity as key factors weighing on results. Chief Executive Officer

MarketBeat

Pony AI Q1 Earnings Call Highlights

Pony AI (NASDAQ:PONY) reported a sharp increase in first-quarter 2026 revenue and raised its full-year robotaxi targets, citing faster user adoption, fleet growth and expanding international partnerships. Chairman and CEO Dr. James Peng said total revenue rose 145% year over year in the quarter, wh

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Ituran Location and Control Q1 Earnings Call Highlights

Ituran Location and Control (NASDAQ:ITRN) reported a record first quarter of 2026, with revenue surpassing $100 million for the first time as subscription growth and continued subscriber additions supported double-digit gains in profitability. Chief Executive Officer Eyal Sheratzky said on the earn

MarketBeat

Elbit Systems Q1 Earnings Call Highlights

Elbit Systems (NASDAQ:ESLT) reported a stronger first quarter of 2026, with management highlighting double-digit growth in revenue, operating profit and earnings per share, as well as a record backlog that surpassed $30 billion for the first time. Kobi Kagan, the company’s chief financial officer,

MarketBeat

Freightos Q1 Earnings Call Highlights

Freightos (NASDAQ:CRGO) reported a softer-than-expected first quarter as disruptions in Middle East trade corridors weighed on transaction activity, even as the company said it continued to expand its carrier network and build its solutions pipeline. Chief Executive Pablo Pinillos, who stepped into

MarketBeat

Kymera Therapeutics Stays on Track With KT-621 Trials, Teases IRF5 Data

Kymera Therapeutics (NASDAQ:KYMR) executives said the company remains on track with key clinical timelines for its lead degrader programs, including KT-621 in atopic dermatitis and asthma, while preparing to share additional data from its IRF5 program later this year. Speaking at an RBC Capital Mar

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Yatsen Q1 Earnings Call Highlights

Yatsen (NYSE:YSG) reported first-quarter 2026 revenue growth that management said reflected continued momentum in its skincare portfolio, even as higher marketing spending and platform traffic costs contributed to wider losses. The Guangzhou-based beauty company said total net revenues rose 22.5% y

MarketBeat

Why Walmart’s Rally May Need a Reset

Walmart is on track to pull back by mid-year, potentially shaving $10 to $20 off of its stock price and opening an attractive buying opportunity.

MarketBeat

Karyopharm Therapeutics Spotlights Selinexor Milestones, ASCO Data and Cancer Trial Readouts

Karyopharm Therapeutics (NASDAQ:KPTI) executives used an H.C. Wainwright BioConnect Conference appearance to highlight upcoming clinical and regulatory milestones for selinexor, the company’s oral nuclear export inhibitor marketed as XPOVIO in multiple myeloma. Chief Executive Officer Richard Pauls

MarketBeat

Karyopharm Therapeutics Teases ASCO SENTRY Data as FDA Path Comes Into Focus

Karyopharm Therapeutics (NASDAQ:KPTI) executives said the company expects to provide a fuller presentation of its Phase 3 SENTRY trial data for selinexor in myelofibrosis at the upcoming ASCO conference, while also outlining expected regulatory engagement and other development priorities during a re

MarketBeat

Atalaya Mining Q1 Earnings Call Highlights

Atalaya Mining (LON:ATYM) reported first-quarter 2026 results that were held back by heavy rainfall in Spain, but management said stronger metal prices, silver credits and unusually favorable concentrate market conditions helped offset the production shortfall. Chief Executive Officer Alberto Lavan

MarketBeat

KLA Flags Stronger Chip Equipment Demand, Rare 2027 Visibility at JPMorgan Conference

KLA (NASDAQ:KLAC) is seeing stronger momentum across semiconductor equipment markets than it expected earlier in the year, with demand improving across leading-edge logic, memory and advanced packaging, Chief Financial Officer Bren Higgins said at J.P. Morgan’s 54th annual Global Technology, Media a

MarketBeat

J.B. Hunt Highlights Intermodal Share Gains, Pricing Upside at Wolfe Conference

J.B. Hunt Transport Services (NASDAQ:JBHT) executives said intermodal demand remains “pretty good,” with volume gains driven more by company-specific share wins than by a broadly robust freight market, during a Wolfe Research conference session moderated by Scott Group, managing director and senior

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