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REVEALED: 5 - The Real Truth

Align Technology CFO: Global Growth, DSOs Offset North America Demand Pressure

Align Technology (NASDAQ:ALGN) CFO John Morici said the company continues to navigate a challenging but stable demand environment, with international markets and dental service organizations offsetting pressure in parts of North America. Speaking at the Jefferies Global Healthcare Conference in a f

MarketBeat

Aldeyra Therapeutics Eyes FDA Feedback as Dry Eye Drug Faces Make-or-Break Moment

Aldeyra Therapeutics (NASDAQ:ALDX) Chief Executive Todd Brady said the company expects near-term feedback from the U.S. Food and Drug Administration on its dry eye disease candidate reproxalap, following a third complete response letter tied to efficacy questions. Speaking at a Jefferies fireside c

MarketBeat

Akebia Therapeutics Sees Vafseo Uptake Rising as Access and Pipeline Milestones Near

Akebia Therapeutics (NASDAQ:AKBA) outlined its commercial priorities for Vafseo, the expected evolution of reimbursement after the TDAPA period and several renal-disease pipeline programs during a fireside chat at the Jefferies 2026 Global Healthcare Conference. Erik, Akebia’s chief financial offic

MarketBeat

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Rubrik Q1 Earnings Call Highlights

Rubrik (NYSE:RBRK) reported what executives described as a record first quarter of fiscal 2027, exceeding its guided metrics and raising its full-year outlook as the cybersecurity company pointed to growing demand for cyber resilience in an AI-driven threat environment. Chief Executive Officer Bipu

MarketBeat

ServiceTitan Q1 Earnings Call Highlights

ServiceTitan (NASDAQ:TTAN) reported 25% year-over-year revenue growth for its fiscal first quarter of 2027, as executives said the company benefited from healthy demand across residential and commercial trades, stronger gross transaction volume and early traction for its AI-focused Max offering. Co

MarketBeat

Planet Labs PBC Q1 Earnings Call Highlights

Planet Labs PBC (NYSE:PL) reported record first-quarter fiscal 2027 revenue and raised its full-year sales outlook, citing strong demand from defense and intelligence customers, international governments seeking sovereign space capabilities, and expanding use of its AI-enabled geospatial products.

MarketBeat

Guidewire Software Q3 Earnings Call Highlights

Guidewire Software (NYSE:GWRE) reported stronger-than-expected fiscal third-quarter revenue, profitability and cash flow, while management said demand for cloud migrations, pricing tools and AI-related products continued to build heading into the company’s seasonally important fourth quarter. Chief

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Samsara Q1 Earnings Call Highlights

Samsara (NYSE:IOT) reported a strong start to fiscal 2027, with executives highlighting accelerating growth among large customers, expanding adoption of emerging products and continued profitability during the company’s first-quarter earnings call. Chief Executive Officer and Co-founder Sanjit Bisw

MarketBeat

Cooper Companies Q2 Earnings Call Highlights

Cooper Companies (NASDAQ:COO) reported record revenue and non-GAAP earnings for its fiscal second quarter of 2026, while management said it is advancing discussions with multiple parties interested in CooperSurgical as part of its strategic review. President and Chief Executive Officer Albert White

MarketBeat

Docusign Q1 Earnings Call Highlights

Docusign (NASDAQ:DOCU) reported 9% year-over-year revenue growth in the first quarter of fiscal 2027 and said adoption of its AI-native Intelligent Agreement Management platform, or IAM, continued to expand across its customer base. CEO Allan Thygesen said on the company’s earnings call that Docusi

MarketBeat

Torrid Q1 Earnings Call Highlights

Torrid (NYSE:CURV) reported first-quarter fiscal 2026 sales slightly above its guidance and adjusted EBITDA at the high end of its outlook, while management said ongoing initiatives around store optimization, pricing and marketing are intended to position the plus-size apparel retailer for comparabl

MarketBeat

Autodesk Says MaintainX Deal Opens Door to $40 Billion Operations Market

Autodesk (NASDAQ:ADSK) executives said the company’s recently announced acquisition of MaintainX is intended to extend its software strategy from design and construction into the operations phase of an asset’s life cycle, positioning the company to address a larger market tied to maintenance and fac

MarketBeat

Wealthfront Q1 Earnings Call Highlights

Wealthfront (NASDAQ:WLTH) reported higher year-over-year revenue and record platform assets in its fiscal first quarter, while management said the company continued to invest in product expansion, including home lending, cash management features and artificial intelligence-related capabilities. The

MarketBeat

Argan Q1 Earnings Call Highlights

Argan (NYSE:AGX) reported record fiscal first-quarter revenue and sharply higher earnings, as construction activity accelerated across its power projects and the company benefited from improved project execution and margins. On the company’s earnings call for the first quarter of fiscal 2027, ended

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Zumiez Q1 Earnings Call Highlights

Zumiez (NASDAQ:ZUMZ) reported higher first-quarter sales and improved margins for fiscal 2026, but executives said consumer discretionary spending pressure intensified late in the quarter and continued into May, prompting a cautious outlook for the second quarter. Chief Executive Officer Rick Brook

MarketBeat

Concrete Pumping Q2 Earnings Call Highlights

Concrete Pumping (NASDAQ:BBCP) reported stronger second-quarter results and raised its fiscal 2026 outlook, citing continued momentum in U.S. commercial and infrastructure markets, improved fleet utilization and growing work tied to data centers and chip plants. On the company’s earnings call for t

MarketBeat

lululemon athletica Q1 Earnings Call Highlights

lululemon athletica (NASDAQ:LULU) reported modest first-quarter revenue growth but lowered its fiscal 2026 outlook, citing softer recent sales trends, negative media and social commentary around the brand, and product launches that did not meet expectations. Meghan Frank, interim co-CEO and chief f

MarketBeat

Aclaris Therapeutics Maps Busy Pipeline Calendar, Plans Phase 2 Asthma Trial for ATI-052

Aclaris Therapeutics (NASDAQ:ACRS) executives outlined a busy clinical calendar for the biotechnology company during a fireside chat at the Jefferies 2026 Global Healthcare Conference, highlighting upcoming readouts across its immunology pipeline and a planned Phase 2 asthma study for its lead bispe

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Adicet Bio Teases Autoimmune Data Catalysts, PSMA Plans at Jefferies Conference

Adicet Bio (NASDAQ:ACET) outlined its near-term clinical priorities and upcoming data catalysts during a fireside chat at the Jefferies Healthcare Conference in New York, with President and CEO Chen Schor emphasizing the company’s focus on off-the-shelf gamma delta 1 T-cell therapies for autoimmune

MarketBeat

Medtronic Bottoms, Healthy Rebound Ahead

Medtronic is on track to reverse after a major market meltdown driven by fear. The upside potential is double-digit, not including the dividend.

MarketBeat

AbCellera Biologics Bets on Hot Flash Antibody as Pipeline Pivot Gains Steam

AbCellera Biologics (NASDAQ:ABCL) is emphasizing its transition from a partner-based antibody discovery business to a proprietary drug development company, Chief Financial Officer Andrew Booth said during a company presentation focused on the biotech’s pipeline and lead clinical program. Booth said

MarketBeat

GitLab’s Price Recovery Gains Traction—Time to Get On Board?

GitLab is well-positioned to drive growth long-term as its agentic push gains traction. Clients reliant on compliance and security turn to GitLab.

MarketBeat

Toro Q2 Earnings Call Highlights

Toro (NYSE:TTC) raised its full-year outlook after reporting stronger-than-expected fiscal second-quarter results, with executives pointing to broad demand across its professional and residential businesses, improving margins and benefits from its productivity initiatives. Chairman and Chief Execut

MarketBeat

Brown Forman Q4 Earnings Call Highlights

Brown Forman (NYSE:BF.A) said it finished fiscal 2026 ahead of its organic expectations, despite continued pressure from weaker discretionary spending in the U.S. and developed international markets, lower used barrel sales and the ongoing absence of American spirits from many Canadian shelves. Pre

MarketBeat

X-Energy Q1 Earnings Call Highlights

X-Energy (NASDAQ:XE) used its first earnings call as a public company to outline progress on its advanced nuclear reactor and fuel businesses, while reporting higher first-quarter revenue and grant income tied to its federal cost-share program. The company began trading on the Nasdaq on April 24 an

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