On September 8, United Natural Foods Inc. (NYSE:UNFI) announced its fourth quarter and full FY26 results. For the final quarter, the company posted an adjusted EBITDA of $172 million, which grew 48.3% compared to Q4 FY25. United's fourth quarter adjusted EPS of $0.69 took a sharp turn relative to a $0.11 adjusted loss per share for the same period last year. Cash flow from operating activities for the quarter stood at $197 million, along with free cash flow of $80 million.
Nejron Photo/Shutterstock.com
Amid a favorable customer mix and network optimizations, United delivered Q4 gross profit of $1,050 million, increasing marginally by 1.9% from the same period last year. This led to a gross margin of 13.7%, compared to 13.4% recorded in Q4 FY25. Cost-saving initiatives, which included efficient productivity through distribution centers and network optimizations, translated into lower operating expenses on a year-over-year basis. It helped United jump from an $87 million net loss for Q4 FY25 to a net income of $35 million during the recently concluded quarter.
For the complete fiscal year, the company delivered an adjusted EBITDA of $701 million, showcasing a 27% growth compared to FY25. Full-year adjusted EPS also climbed from $0.71 last year to $2.65. United generated FY26 operating cash flow of $540 million and free cash flow of $323 million.
Several encouraging operational developments took place during the fourth quarter. United initiated onboarding additional business from its existing customer base, as well as the new ones. Topline impact of such additions will be seen during FY27, once the broader optimization initiatives have cycled through. For its Lean Daily Management (LDM) program, the company concluded a preliminary rollout covering 44 distribution centers. This resulted in year-over-year enhancement in fill rates, throughput, and on-time deliveries, for four consecutive quarters.

#cash #flow #fourth #company

On September 10, Imperial Petroleum Inc. (NASDAQ:IMPP), a company involved in seaborne transportation of crude oil, dry bulk, and petroleum products, released its second quarter results. With a topline figure of $87.1 million, the company delivered record quarterly revenue, which also resulted in 139.9% year-over-year growth. Imperial's adjusted EBITDA for the second quarter stood at $41.7 million, while the Q2 adjusted net income of $35.3 million exhibited around 163% growth in comparison with Q2 FY25.
Ralf Gosch/Shutterstock.com
Several factors contributed to the second quarter topline growth. A 6.9 vessel rise in the company's average fleet size was the primary growth enabler. Other factors include encouraging dynamics across the drybulk segment, and higher rates for both drybulk and tankers amid the geopolitical uncertainties. Operating income for the quarter jumped to a near-record level of $33.4 million, which translates into a 307.3% growth relative to Q2 FY25. Imperial posted an adjusted EPS of $0.76 for the reported quarter, which almost doubled compared to the same quarter a year prior.
At the back of efficient fleet management, management remained focus on strengthening its financial position. The company ended the quarter with no debt, and its liquidity position also remained resilient. Cash and cash equivalents, including time deposits, increased from $179.1 million at the end of 2025 to $245.2 million as of June 30, 2026. The company added that its cash base had increased further to approximately $260 million as of the September 10 results release.
Certain areas of weakness warrant a closer examination. During the reported quarter, fleet operational utilization went down from 83.1% in prior year's second quarter to 73.5%. There was a substantial increase in some of the underlying operating expenses. For instance, the vessel operating expense stood at $14.4 million compared to $8.4 million during Q2 FY25. This $6 million rise can be attributed to Imperial's larger fleet size. Similarly, the voyage expenses also jumped from $10.7 million in last year's Q2 to $22.1 million for Q2 FY26. The incremental voyage expenses stemmed from higher bunkers' rates, as well as a 58.4% jump in spot days.

#fleet

With Agentic AI accelerating CPU server chip demand, Wall Street believes Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the primary beneficiaries taking share. On September 9, Piper Sandler ******* yst David O'Connor initiated coverage on AMD (NASDAQ: AMD) with an Overweight rating and a $600 price target.
Analyst O'Connor estimates revenue for FY26-30 to grow at a 50% CAGR, while earnings per share compound at 65%.
The server-CPU share gain story for AMD is simple, Agentic AI is expected to increase demand for server CPUs. This is because the workloads require continuous control-plane activity, API calls, database queries and tool execution. AMD will benefit from this use based on its high-frequency and general-purpose processors with its Venice portfolio.
Even AMD executives have highlighted that AMD is now transitioning from merely a semiconductor supplier to a provider of rack-scale systems and software. It is also positioning its server CPU portfolio for increased demand from agentic AI workloads.
The company reported second-quarter revenue of $11.5 billion, beating ******* yst estimates. This includes $6.7 billion from data centers, up 107% year-over-year. The segment performance was attributed to EPYC processors and Instinct GPUs.

#workloads

Following an impressive second quarter FY27, Navan Inc. (NASDAQ:NAVN) announced its acquisition of BoomPop, an AI-powered meetings and events platform that has been recognized by Inc. as one of the fastest-growing private companies in America. Launched in 2023, BoomPop offers end-to-end event management solutions to enterprises, by leveraging artificial intelligence capabilities. Its offerings cover the entire spectrum of event management procedures including venue selection, vendor sourcing, contractual agreement, payments, and more. For Navan, this deal build on an existing alliance between the two entities, which was announced earlier in February. It marks the company's strategic push to expand its footprint across the meetings and events segment, where a large chunk of the spending is still done outside managed platforms.
LStockStudio/Shutterstock.com
The BoomPop acquisition follows a persistent enterprise market momentum reported by the company in its second quarter results, allowing Navan to enter into collaborative agreements with several leading companies during the quarter. These included Enbridge, Ingersoll Rand, ****** mins, and Evotec. Navan also concluded the deal to acquire Smartrips, a well-reputed travel management business, with the aim of bolstering its presence across a rapidly-growing Latin American market.
Notably, Navan registered adjusted net income of $14 million during the second quarter compared to an $8 million loss in Q2 FY26. It came at the back of year-over-year growth figures of 39% and 35% for subscription revenue and usage revenue, respectively.
Through full integration of BoomPop's staff and technology, Navan intends to expand its current meetings and events operations, accelerate its product development timeline, and satisfy growing customer interest. The company aims to deliver a more seamless experience covering travel, expense, meetings, and events.

#navan

Navan Inc. (NASDAQ:NAVN), a global AI-enabled business travel and expense management solutions provider, announced its second quarter results on September 9. The company registered a 45% growth in its gross booking volume (GBV), which reached more than $3 billion. Such growth was fueled by cohort expansion, customer additions and increase in its existing install base. Total revenue for the quarter was $233 million, representing a 35% year-over-year jump. The company's adjusted operating income more than doubled compared to Q2 FY26, and the quarter also saw positive cash flow generation.
Copyright: kentoh / 123RF Stock Photo
Navan delivered robust performance during the recently concluded quarter, driven by a 35% increase in usage revenue which clocked in at $211 million. Subscription revenue was also up 39%, reaching $21 million. Apart from the 45% GBV expansion, a 34% growth was witnessed in Q2 Payment Volume which stood at $1.3 billion. One of the highlights of this quarter was a turnaround in adjusted net income, which jumped from an $8 million loss in Q2 FY26 to a $14 million profit for the reported period.
Enterprise market momentum remained persistent during the period, as the company established partnerships with leading names such as Evotec, Enbridge, ****** mins, and Ingersoll Rand. Significant progress was made around the Navan's proprietary AI agent, Ava, which managed roughly 60% of the total customer interactions. More than 50% of AI calls are now being managed through the company's in-house AI models, compared to 30% for the previous quarter.
Additionally, the company finalized its acquisition of a leading travel management business, Smartrips. This will enable Navan to expand its presence within the swiftly expanding Latin American market. Navan also acquired an AI-led meetings and events management platform, BoomPop.

#volume

SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security ***** e, released its fiscal second-quarter 2027 on September 9. The company registered a 25% growth in its annual recurring revenue compared to the same period last year, with figures of $1.231 billion. This was driven by a 36% expansion in SaaS ARR which clocked in at $847 million. SailPoint generated $45 million in operating cash flow during the quarter, along with $37 million in free cash flow.
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Topline for the quarter hit $309 million, exhibiting 17% growth compared to Q2 FY26, amid several underlying factors. The company's subscription revenue reached $295 million, up 19% from a year earlier. SaaS customer base increased by 16%, with net new SaaS ARR jumping 34% year-over-year. It contributed around 97% to overall net new ARR for the business, with AI-driven ARR crossing $70 million mark.
SailPoint's existing customer base showed highly encouraging trends in adopting the company's AI-enabled solutions, with a 60% increase in their annual spend during the second quarter. These solutions were incorporated within more than two-thirds of the completed migrations during the quarter. Quarterly adjusted operating income increased from $54 million a year prior to $63 million, translating into an adjusted margin of 20%.
The quarter also saw key strategic moves by the management. It introduced the SailPoint Identity Security solution, which integrates SailPoint Agentic Fabric with SailPoint Human Fabric to deliver a real-time cycle for discovering and securing intricate digital ecosystems. The company also launched its Cursor Enterprise connector, which enables enterprises to manage both autonomous AI agents and human developers through an integrated control plane.

#year #SaaS #fabric #identity

For its Q3 FY26, ABM Industries Inc. (NYSE:ABM) posted a record topline figure of $2.3 billion. With year-over-year acquisitive growth and organic expansion of 2.1% each, the total jump in sales was 4.2%. The company's adjusted EBITDA for the quarter climbed 11% to $139.6 million, compared to Q3 FY25. Adjusted net income stood at $61.5 million, exhibiting a 19% growth and translating into an adjusted diluted EPS of $1.04. ABM generated operating cash flows for the third quarter totaling $146.8 million, while free cash flow stood at $128.4 million.
Dmitry Kalinovsky/Shutterstock.com
Third quarter print revealed that majority of the topline growth was concentrated across the company's Aviation, and Manufacturing & Distribution (M&D) segments, which expanded 12.5% and 17.6% respectively. Performance within the M&D segment was driven by strong technology market trends, with further support coming from ABM's acquisition of WGNstar. Aviation segment got a boost from robust demand for air travel and healthy progress around the company's newly secured London Heathrow contract.
Prudent cost management resulted in around $3 million reduction in ongoing corporate costs compared to the previous year. Overall growth in bottom line can be attributed to higher operating profits across most segments, a lower tax bill, and cut down in corporate overhead. Some of these were offset by rising interest burden due to the financing of the WGNstar transaction. The company's share buyback initiative was another factor that led to a 25% rise in diluted EPS for the quarter.
The Education segment's revenue held steady. Business & Industry (B&I) slipped 2.6%, largely in line with expectations, due to the previously disclosed loss of a major UK client and ongoing weakness along the US west coast. Technical Solutions (ATS) growth was hampered by certain deferred projects.

#Growth #adjusted #topline

Braze Inc. (NASDAQ:BRZE) turned in a strong second quarter. The reputed customer engagement platform showcased continued momentum across both its product strategy and financial performance. The company generated topline figure of $227.2 million, an impressive 26.2% increase compared to the same period last year. This revenue growth was fueled by upselling gains, customer additions and renewals. The company posted $24.2 million in cash flow from operating activities, a monumental growth relative to $7 million in the same period a year ago. This was paired with $21.7 million in free cash flow, against $3.5 million during Q2 FY26.
Jirsak/Shutterstock.com
The quarter brought several meaningful strategic moves. Braze broadened its BrazeAI Operator tool, which allows users to build new Canvas steps straight from conversational prompts. The company also signed a three-year Strategic Collaboration Agreement with AWS to support collaborative co-selling and go-to-market initiatives. The arrangement will incentivize AWS sellers for integrating Braze within their accounts.
For the latest quarter, subscription revenue jumped to $207.7 million from $171.8 million a year prior, while professional services and other revenue more than doubled, reaching $19.6 million. Dollar-based net retention among larger accounts, defined as those with annual recurring revenue of $500,000 or more, edged up to 112% in comparison to 111% a year earlier. Profitability metrics improved considerably as well, with adjusted operating income jumping to $22 million from $6 million, and adjusted diluted EPS increasing from $0.15 to $0.19.
Management cited growing demand for measurable return on investment as the primary force behind faster uptake of Braze's AI product lineup, which includes BrazeAI Operator, BrazeAI Agent Console, and BrazeAI Decisioning Studio.

#revenue

On September 2, F5, Inc. (NASDAQ:FFIV) announced a key integration with MuleSoft, a Salesforce, Inc. (NYSE:CRM) company, federating F5 AI Guardrails directly into MuleSoft's Agent Fabric Omni Gateway. As enterprises rapidly scale agentic AI capabilities, security teams face growing governance gaps and risks from prompt injection, data leakage, and toxic outputs. This native integration gives security and platform engineering teams centralized policy enforcement, proactive threat mitigation, and low-touch policy tuning without forcing organizations to re-architect existing infrastructure.
While the partnership strengthens both ecosystems, examining their latest financials reveals two enterprise software giants moving at distinctly different scales and growth trajectories.
F5, Inc. (NASDAQ:FFIV) reported strong Q3 FY26 results, generating $865 million in revenue (up 11% year-over-year). Revenue growth was anchored by a 19% jump in product revenue, led by a 32% surge in systems revenue ($240 million). F5's bottom line remained exceptionally robust, expanding non-GAAP operating margin to 35.0% and delivering non-GAAP net income of $272 million ($4.73 per diluted share, up from $4.16).
Salesforce operated at a much larger scale in its record Q2 FY27, generating $11.3 billion in quarterly revenue (up 11% year-over-year). Growth was fueled by subscription and support revenue of $10.8 billion and expanding adoption of its Agentforce platform, whose annual recurring revenue (ARR) neared $3.9 billion. Salesforce posted a non-GAAP operating margin of 34.1%, and non-GAAP diluted EPS of $5.90, while raising its full-year FY27 revenue guidance to $46.1B–$46.4B.
While both companies run near-identical, highly profitable non-GAAP operating margins (~34%–35%), Salesforce leads overall financial health due to its massive free cash flow generation, cRPO backlog of $33.5 billion, and broader ecosystem dominance.

#Growth

Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle's global AI infrastructure using HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. The partnership builds on over a decade of joint engineering, leveraging HPE's routing and switching platforms to support OCI's expanding gigawatt-scale GPU superclusters. To align long-term incentives, HPE issued stock warrants to Oracle.
Following the announcement, Wall Street delivered fast price target hikes: Barclays' Tim Long raised HPE's target by $12 to $79 (Overweight), citing server upside and robust margins, while Morgan Stanley's Sanjit Singh boosted Oracle's target by $3 to $210 (Equal Weight), noting a tactically positive setup driven by GPUaaS demand.
Hewlett Packard Enterprise Company (NYSE:HPE) and Oracle both delivered strong results, although Oracle operates at a significantly larger scale. HPE reported record Q3 2026 revenue of $12.2 billion, up 34% year over year, driven by strong server demand and a 74.9% increase in Networking revenue to $2.9 billion. GAAP diluted EPS reached $1.06, while strong execution led management to raise full-year FY26 revenue growth guidance to 34%-37% and its free cash flow target to at least $3.75 billion.
Oracle Corporation (NYSE:ORCL), meanwhile, ended fiscal 2026 with record Q4 revenue of $19.2 billion, up 21% year over year, and full-year revenue of $67.4 billion, up 17%. Q4 Cloud Infrastructure (IaaS) revenue surged 93% to $5.8 billion, while full-year GAAP EPS rose 34% to $5.83 and Remaining Performance Obligations (RPO) jumped 363% to $638 billion.
Overall, ORCL leads in hyper-growth and long-term backlog, reinforcing its position as the stronger software and cloud play, while HPE is demonstrating stronger near-term hardware momentum and attractive cash flow generation for value-oriented investors.

#billion #revenue #infrastructure

On September 2, NetApp Inc. (NASDAQ:NTAP) reported its Q1 FY27 results, posting record quarterly net revenue of $2.03 billion. Topline for the Intelligent Data Infrastructure company expanded by 30% compared to the first quarter in FY26. The quarter saw a broad-based growth across its core segments, resulting in a record adjusted earnings per share of $2.58, and a quarterly cash dividend of $0.52 per share. The company also strengthened its existing engagements with major players, covering a range of underlying functions.
During the first quarter, all-flash array net revenue went up 47% year-over-year, hitting a record $1.3 billion mark. This drove the overall net revenue for its Hybrid Cloud segment to $1.8 billion, translating into a 30% year-over-year growth. Public Cloud, which accounts for a smaller chunk of the business, saw its net revenue climb by 28%, also setting a record of $206 million. NetApp's total billings clocked in at $2.06 billion, exhibiting a 36% growth compared to Q1 FY26, while its non-GAAP operating margin reached 31.9%.
During the quarter, NetApp finalized the acquisition of an AI-enabled data infrastructure business, DataPelago. The deal is aimed toward facilitating customers streamline and accelerate large-scale AI deployments. On the product front, the company launched StorageGRID 12.1, to support scaling of AI workload through a federated global namespace. It also introduced Instaclustr for its fully managed Model Context Protocol Gateway, along with enhanced support for Azure NetApp Files up to 64 TiB.
NetApp also revealed new features for NetApp Trident software 26.06. These include deeper integration of OpenShift Virtualization, non-disruptive iSCSI rebalancing, efficient volume placement, and additional cloud support.
Despite encouraging numbers reported during the quarter, the free cash flows settled at $401 million. This was a 35% drop compared to figures reported for Q1 FY26. Additionally, NetApp remains heavily dependent on its Hybrid Cloud business, which generated roughly 90% of quarterly revenue, while Public Cloud still contributes a relatively small fraction of the topline despite growing 28% during the recent quarter. This leads to concerns regarding how much of the company's growth story is truly cloud-native compared to conventional on-premises hardware refresh cycles that are strongly tied to AI infrastructure investments. For the underlying all-flash arrays, such AI-linked demand trend could prove to be front-loaded or cyclical in case enterprise capital expenditure decelerates.

#netapp #Growth

On September 2, Michael Genovese from Rosenblatt Securities reiterated his Neutral rating for Credo Technology Group Holding Ltd (NASDAQ:CRDO). The **** yst increased his price target for the stock from $215 to $235, which implies upside potential of almost 38% as of September 4 closing. Genovese's upward adjustment in price target in based on the company's recently announced Q1 FY27 results, leading him to increase his projections for FY27 and FY28. Despite that, he has a Neutral stance because he still wants more visibility around the company's ZeroFlap Optical Transceivers proof points, as well as the incremental revenues from its acquisition of Dust Photonics in May.
Photo by Yogesh Phuyal on Unsplash
Credo's acquisition of DustPhotonics gives it a vertically integrated connectivity stack covering DSP, silicon photonics, SerDes and system integration. This allows the company to tap into both optical and electrical interconnects across the entire AI infrastructure buildout. Together with its optical DSPs and ZeroFlap transceivers, the deal is expected to be a key growth driver in FY27, supported by resilient hyperscale customer sentiment.
Following the DustPhotonics transaction, Credo reported a strong first quarter for FY27. Topline of $479 million jumped 115% compared to Q1 in FY26. Adjusted non-GAAP net income of $236.3 million was up 140% year-over-year, as the company broadens its connectivity portfolio stack. It now spans copper and optical solutions, ranging from millimeters to kilometers, which enables Credo to meet the scaling needs of AI infrastructure with energy-efficient and reliable products.
For FY27, Credo expects a strong inflection with optical revenues expected to exceed $600 million. Management projects contributions over $100 million each from silicon photonics, ZeroFlap optics, and optical DSPs. Full-year revenue growth is expected to be over 85% year-over-year. Adjusted gross margins are likely to remain consistent with fiscal 2026 levels, along with adjusted net margins of around 50%.

#expected

Oracle's remaining performance obligations surged 363% to $638 billion, but $56 billion in quarterly capex pushed free cash flow deeply negative.
Jensen Huang disclosed NVIDIA can only meet 70% of current demand, while CoreWeave burned $5.7 billion in Q2 free cash flow against $104 billion in backlog.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut.
OpenAI now plans to spend roughly $750 billion on compute infrastructure through 2030, a figure that represents a 25% increase from earlier 2026 estimates. The company still calls itself "really short" on capacity. That gap, between three-quarters of a trillion dollars in planned spend and a stated capacity shortfall, is the number that reframes every AI infrastructure bet on the board, starting with Oracle (NYSE:ORCL).
Oracle is the clearest public-market conduit for that OpenAI dollar. In Q4 FY26, Oracle disclosed remaining performance obligations of $638 billion, up 363% year over year, of which $75 billion is tied to prepaid or customer-supplied GPU arrangements. Cloud Infrastructure revenue reached $5.79 billion, up 93% year over year, and Oracle Multicloud AI Database grew 404% in Q4. Global GPU utilization sits at 97.5%, and management said "there's still a massively higher demand than there is supply."

#free #orcl

UK homeware retailer Dunelm Group has set out a three-year plan to cut around £100m ($135.6m) in costs.
The strategy, named Winning Hearts & Homes, was announced alongside preliminary results for the financial year ended 27 June 2026.
Dunelm said it would strip "£100m of unproductive costs from the FY26 base by FY29" and channel that amount into growth initiatives.
The retailer said its objectives include lifting customer loyalty and spend through repeat visits and share of wallet, together with "a return to sustainable mid-to-high single digit sales growth, supported by increasing LFL [like for like] sales, digital acceleration and store investment."
It added that it plans to invest while maintaining "adjusted PBT [profit before tax] margin of 11% and return on capital employed of 30%".

#Growth

Cybersecurity firm Zscaler Inc. (NASDAQ:ZS)'s shares were lower in pre market trading the day the firm reported its fiscal fourth quarter earnings report. The results saw the frm's revenue grow by 25% annualy and its non-GAAP earnings grow by 33%. Additionally, the revenue of $898 million and non GAAP earnings per share of $1.19 beat **** yst estimates of $807 million and $1.09. With the shares remaining muted following the release, Crmaer briefly commented on the results in a tweet:
"More good ones than bad ones so far...Lotta Zscaler shorts out there. Sorry."
Zscaler Inc. (NASDAQ:ZS)'s industry, cybersecurity, is a sector that Cramer is enthusiastic about. Two of his favorites in the sector are CrowdStrike and Palo Alto Networks. The firm's latest quarter was a solid set of figures on all fronts, which includes the annual recurring revenue (ARR). Zscaler Inc. (NASDAQ:ZS)'s Q4 ARR jumped by 35% to $3.77 billion, out of which $246 million was net new ARR.
Crucially, the firm demonstrated strong net new ARR growth even if the impact of its Red Canary acquisition is removed. Without the acquisition, Zscaler Inc. (NASDAQ:ZS)'s net new ARR growth was 17%, which marked a strong acceleration over the year-ago quarter's 7%. Additionally, the firm also exited the quarter with more than 785 customers with more than $1 million in ARR and a 50% penetration rate into the Fortune 500. The growth comes at a time when Zscaler Inc. (NASDAQ:ZS) is expanding its AI initiatives to cover AI agents through the Zero Trust platform and corporate large language model deployment via the AI Guard platform. Additionally, CEO Jay Chaudhry claimed to CNBC that his firm had delivered a 50% sequential expansion in AI security bookings in the quarter.
Yet, looking at the fiscal year 2027 guidance, Zscaler Inc. (NASDAQ:ZS) could be in for a deceleration. Comparing the firm's FY27 revenue guidance of $3.91 billion to $3.94 billion to its FY26 revenue of $3.35 billion shows that growth could range between 16.6% to 17.5%, while FY26 revenue growth was 25%. Additionally, powering the AI growth comes at a cost as Zscaler Inc. (NASDAQ:ZS)'s FY26 R&D expenses of $903 million marked a 34% annual growth.

#NASDAQ #revenue

Micron's (MU) Q3 revenue beat estimates by 18%, and 16 strategic agreements lock in roughly $100 billion in guaranteed minimum revenue.
MU's 6x forward P/E looks strikingly cheap against NVDA's 44x trailing multiple, positioning it as the lower-valuation AI memory bet.
Insiders are net sellers at the highest rate since 2010, and $27 billion in FY26 capex raises cycle-peak spending flags.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Memory stocks have quietly become one of the most powerful AI trades of the cycle, and no name captures it better than Micron Technology (NASDAQ:MU).

#revenue #cycle

Amazon.com (AMZN) stock has been relatively volatile in the last 52-weeks. One concern has been high capital investments and its potential outcome in terms of growth and margins.
Yet, there are positives that have supported AMZN stock price-action on corrections. Amazon Web Services (AWS) has been on a healthy growth trajectory, and the outlook is bright. This view is underscored by the point that AWS reported a record order backlog of $496 billion as of Q2 FY26.
Sandisk Stock Could Nearly Double to $3,000, According to Wall Street
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#amazon #Services #sandisk

Ross Stores, Inc. (NASDAQ:ROST) surged after raising its full-year fiscal 2026 earnings guidance. The off-price retailer boosted its FY26 EPS target to $8.61–$8.77 from $7.50–$7.74, cruising past consensus estimates of $7.82.
The primary catalyst was a stellar Q2 2026 report. Total sales rose 13% to $6.3 billion, beating estimates, while comparable-store sales jumped 10% versus 7.6% expected, driven primarily by customer traffic. Operating profits reached $1.1 billion, with operating margin expanding 610 basis points to include a 405 basis point boost from IEEPA tariff refunds. Reported diluted EPS reached $2.66 (vs. $1.56 a year ago), which included a $0.60 per share tariff refund benefit. Excluding this benefit, adjusted EPS came in at $2.06, still beating expectations driven by broad-based gains across customer demographics. The company also increased its fiscal 2026 store expansion plan to 115 new locations.
This performance brings up a core question: Does Ross Stores' double-digit comp growth signal sustainable market share gains, or will non-recurring tariff tailwinds and inventory buildup pressure future upside?
Wall Street **** ysts responded aggressively to the quarter. On August 21, Barclays **** yst Adrienne Yih raised the firm's price target on ROST to $298 from $260, keeping an Overweight rating. She cited the 10% comp beat, noting that Ross's "short-term execution gap versus peers remains wide" while trend strength has continued into Q3. The same day, Deutsche Bank raised its target to $294 from $283 with a Buy rating, highlighting that comp growth was driven by broad-based transaction gains and management's confidence in accelerating two-year comp momentum.
Operationally, Ross benefits from a scalable off-price model that efficiently sources excess inventory. Rapid turns and frequent product changes foster traffic and customer loyalty. Traffic gains across all merchandise categories indicate broad market share gains rather than reliance on a single segment. Furthermore, strong cash generation ($1.71 billion in H1 operating cash flow) supports store expansion, with 115 new openings planned for FY26, and continuous share buybacks without balance sheet strain.

#gains #Share #billion

Tyson Foods, Inc. (NYSE:TSN) updated its fiscal 2026 outlook alongside its Q3 2026 financial report, raising its full-year revenue growth view to 2.5%–3.5% from its previous range of 2%–4%. The revised sales guidance reflects price increases across protein categories and operational execution, even as structural livestock constraints weigh on total volumes.
For Q3 2026, Tyson reported sales of $13.87 billion, flat year-over-year (or up 0.6% excluding a $98 million legal contingency accrual). GAAP operating income reached $362 million (up 39%), while adjusted operating income grew 8% to $547 million. GAAP EPS surged to $0.52 (up from $0.17), and adjusted EPS rose 9% to $0.99. Through nine months, sales reached $41.83 billion (up 3.1%), with GAAP operating income rising 17% to $1.10 billion and cash provided by operating activities reaching $1.47 billion. Segment performance diverged sharply: Chicken and Prepared Foods drove operating growth, offsetting an adjusted operating loss in the Beef segment.
This contrast brings up a critical question: Is Tyson Foods, Inc. (NYSE:TSN)'s diversified multi-protein model and core strength in chicken and branded prepared foods enough to protect corporate profits from deep, multi-year structural losses in its beef segment?
Bulls emphasize that Tyson Foods, Inc. (NYSE:TSN)'s non-beef operational tailwinds are proving resilient against wider agricultural cycles. Sustained volume growth in Chicken, combined with genetics-driven live performance and yield improvements, supported strong results, keeping management's full-year Chicken adjusted operating income guidance on track at $1.9 billion to $2.05 billion. In Prepared Foods, momentum across retail brands like Jimmy Dean and Hillshire Farm continues to drive market share gains. These factors are anchored by a solid financial base, including $913 million in nine-month free cash flow, debt reduction of $824 million, and $4.0 billion in total available liquidity.
Bears point out that persistent cattle herd shortages and high input costs are inflicting severe structural damage on Tyson's Beef segment, with management projecting a full-year segment operating loss of $(650) million to $(500) million. To shrink its struggling footprint, Tyson announced on August 13 that it is closing its Joslin, Illinois beef plant (which employs over 2,000 workers), selling its Pasco, Washington facility, and shutting a Utah packaging operation. ******* ysts have responded cautiously: on August 4, BofA lowered its price target on Tyson Foods to $65 from $68, maintaining a Neutral rating while trimming FY26–28 adjusted operating income estimates.

#beef #segment #income #adjusted

Resmed's shares fell by around 7% after the company forecast a softer than expected fiscal year 2027 (FY27) outlook due to suspended ventilator sales, ongoing macro uncertainty and inflation across electronic components and freight.
Releasing its FY26 and Q4 FY26 results concurrently, the California-based sleep apnoea specialist achieved revenues of around $5.65bn in FY26, denoting a year-over-year (YoY) uptick of 10%. Meanwhile, the company reported Q4 revenues of $1.46bn, indicative of a 9% uptick YoY.
Resmed's CEO, Mick Farrell, highlighted that Q4's "strong" results reflected "continued momentum" for its global business, sustained product demand and "disciplined" execution of its ongoing strategy.
The company's Q4, however, was marred by a correction and subsequent Class 1 recall from the US Food and Drug Administration (FDA) in July for certain of its Astral 100 and Astral 150 ventilators.
Citing other factors including fuel and freight costs, and ongoing macro uncertainty, Resmed now expects FY27 revenue to land in the $5.75bn to $5.85bn range, coming in below ******* ysts' expectations of $5.92bn, according to data compiled by the London Stock Exchange (LSEG) group and seen by Reuters.

#fy26 #ongoing

Magellan Investment Partners, an Australian investment management company, released its second-quarter 2026 investor letter for "Magellan Global Opportunities Fund". A copy of the letter can be downloaded here. The Fund invests in companies with sustainable competitive advantages that generate returns exceeding their cost of capital over time. In Q2, the global stock market rose 13.8%, reversing the stagflation narrative, with energy prices declining after US–Iran tensions eased. Focus shifted to chip stocks and data centre beneficiaries. Regionally, markets' performance reflected the tech rebound and energy decline. Macro backdrop improved in the quarter with relief from avoiding a severe energy shock, though growth and inflation concerns kept central banks cautious. The portfolio gained 4.3% in the quarter, lagging the 12.5% benchmark rise, driven by bubble-like conditions in semiconductors and data centre supply chains. For insights into their key selections for 2026, please review the Strategy's top five holdings.
In its Q2 2026 investor letter, Magellan Global Opportunities Fund highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a top contributor to performance. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On July 15, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $419.48 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -9.23%, and its shares gained 70.80% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $2.18 trillion.
Magellan Global Opportunities Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor update:
"The largest contributors to the portfolio's performance over the quarter were Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), UnitedHealth Group and Adidas. TSMC is a beneficiary of both AI chip investment and the data centre expansion cycle. In response to strong AI chip demand, TSMC raised its 5-year revenue growth CAGR by 5 points to 25% pa. While the growth will be supported by a large step up in FY26 capex (benefiting semi cap vendors like ASML), TSMC also raised its long-term gross margin guidance, signalling confidence in its ability to drive productivity, cost efficiencies and pricing power."

Carvana Co. (NYSE:CVNA) is one of the 10 Interest Rate Sensitive Stocks to Buy Now.
On June 12, 2026, RBC Capital lowered its price target on Carvana Co. (NYSE:CVNA) to $85 from $92 and kept an Outperform rating. RBC Capital updated its retail unit cohort model to gauge market share gain expectations embedded in Street estimates. The firm said its main takeaway is that the Street's implied FY26 and FY27 market share gains appear a bit more aggressive than in prior years.
Last month, Baird ******* yst Craig Kennison raised the firm's price target on Carvana Co. (NYSE:CVNA) to $88 from $80 previously and kept an Outperform rating on the shares. Kennison updated Baird's model following Carvana's 5:1 stock split.
Copyright: antonioguillem / 123RF Stock Photo
Also in May, Barclays ******* yst John Babcock adjusted the firm's price target on Carvana to $93 from $475 and kept an Overweight rating. Barclays cited the company's stock split for the target change. Babcock said Carvana is still growing retail volumes at a solid pace, although below the 40% growth achieved in the last six quarters.

Carvana Co. (NYSE:CVNA) is one of the 10 Interest Rate Sensitive Stocks to Buy Now.
On June 12, 2026, RBC Capital lowered its price target on Carvana Co. (NYSE:CVNA) to $85 from $92 and kept an Outperform rating. RBC Capital updated its retail unit cohort model to gauge market share gain expectations embedded in Street estimates. The firm said its main takeaway is that the Street's implied FY26 and FY27 market share gains appear a bit more aggressive than in prior years.
Last month, Baird ******* yst Craig Kennison raised the firm's price target on Carvana Co. (NYSE:CVNA) to $88 from $80 previously and kept an Outperform rating on the shares. Kennison updated Baird's model following Carvana's 5:1 stock split.
Copyright: antonioguillem / 123RF Stock Photo
Also in May, Barclays ******* yst John Babcock adjusted the firm's price target on Carvana to $93 from $475 and kept an Overweight rating. Barclays cited the company's stock split for the target change. Babcock said Carvana is still growing retail volumes at a solid pace, although below the 40% growth achieved in the last six quarters.

Accenture plc (NYSE:ACN) is one of the top trending US stocks to buy now. Truist cut the price target on Accenture plc (NYSE:ACN) to $150 from $210 on June 22 and maintained a Hold rating on the shares. The rating update came after the company's fiscal Q3 earnings report, with the firm telling investors in a research note that the impact of the Middle East emerged with around a $100 million revenue headwind that is expected to extend into fiscal Q4 and beyond. It further stated that the firm has previously flagged headwinds from factors such as geopolitical uncertainty, pressured budgets, and AI-driven revenue cannibalization. Truist also noted that fiscal Q3 results showed signs of these headwinds emerging as FY26 revenue guidance was lowered, and the management noted a larger portion of the guide would be in play due to macro uncertainty.
Accenture plc (NYSE:ACN) also received a rating update from Susquehanna the same day, with the firm lowering the price target on the stock to $140 from $186 and maintaining a Neutral rating on the shares.
Accenture plc (NYSE:ACN) is a global professional services company that combines technology and leadership in data, cloud, and AI with functional expertise, industry experience, and global delivery capability. The company's services include Strategy & Consulting, Technology, Operations, Industry X, and Song, and its operations are divided into the following geographical segments: North America, EMEA, and Growth Markets.
While we acknowledge the potential of ACN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.

Carvana Co. (NYSE:CVNA) is one of the best non-tech stocks to buy according to ****** ysts. RBC Capital cut the price target on Carvana Co. (NYSE:CVNA) to $85 from $92 on June 12 and reaffirmed an Outperform rating on the shares, telling investors in a research note that the firm is updating its retail unit cohort model to gauge market share gain expectations embedded into Street estimates. RBC Capital added that its primary take is that the Street's implied FY26 and FY27 market share gains appear a bit more aggressive than prior years.
In a separate development, Carvana Co. (NYSE:CVNA) reported on June 10 that ADESA, a leader in wholesale auto auctions and a subsidiary of Carvana (NYSE: CVNA), announced the launch of ADESA Timed, which is the latest enhancement to ADESA's growing digital wholesale platform. Building on the success of ADESA Clear, ADESA Timed extends ADESA's timed digital auction offering to wholesale sellers. Nikki Behrens, ADESA's Vice President, Marketplaces, stated that ADESA Timed offers customers "a new way to reach ADESA's highly-engaged, digital buyer base while benefiting from the same transparency, efficiency, and technology that define our marketplace."
Carvana Co. (NYSE:CVNA) is a holding company and eCommerce platform involved in the buying and selling of used cars.
While we acknowledge the potential of CVNA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.

Accenture plc (NYSE:ACN) is one of the top trending US stocks to buy now. Truist cut the price target on Accenture plc (NYSE:ACN) to $150 from $210 on June 22 and maintained a Hold rating on the shares. The rating update came after the company's fiscal Q3 earnings report, with the firm telling investors in a research note that the impact of the Middle East emerged with around a $100 million revenue headwind that is expected to extend into fiscal Q4 and beyond. It further stated that the firm has previously flagged headwinds from factors such as geopolitical uncertainty, pressured budgets, and AI-driven revenue cannibalization. Truist also noted that fiscal Q3 results showed signs of these headwinds emerging as FY26 revenue guidance was lowered, and the management noted a larger portion of the guide would be in play due to macro uncertainty.
Accenture plc (NYSE:ACN) also received a rating update from Susquehanna the same day, with the firm lowering the price target on the stock to $140 from $186 and maintaining a Neutral rating on the shares.
Accenture plc (NYSE:ACN) is a global professional services company that combines technology and leadership in data, cloud, and AI with functional expertise, industry experience, and global delivery capability. The company's services include Strategy & Consulting, Technology, Operations, Industry X, and Song, and its operations are divided into the following geographical segments: North America, EMEA, and Growth Markets.
While we acknowledge the potential of ACN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.

Coca-Cola's **** et-light tollbooth model delivered 10% organic revenue growth and free cash flow surging 132% to $1.8 billion in Q1 FY26.
PepsiCo's operating cash flow collapsed 98% to $41 million in Q1 as a $2 billion Rockstar write-down gutted full-year 2025 income.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Coca-Cola didn't make the cut. Grab the names FREE today.
PepsiCo (NASDAQ:PEP) just hiked its dividend for the 54th straight year and beat Q1 estimates, putting it squarely back in dividend-investor chatter as consumer staples wobble through another bout of volatility.
PepsiCo's Q1 FY26 headline beat masks a business that posted organic revenue growth of just 2.6%, with operating cash flow that collapsed 97.92% to $41 million. The full-year 2025 picture is worse: operating income fell 19.57% and net income fell 13.97% on the back of a $1.993 billion Rockstar impairment plus an additional Be & Cheery write-down.

Antipodes Partners published its "Antipodes Global Strategy" first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile. Early optimism shifted to a historic energy shock caused by US-Israeli strikes on Iran. Global equities dropped 3.2% in USD, with US equities falling 4.6%, and value stocks outperformed growth stocks as the rotation away from mega-cap tech accelerated due to AI fears. The strategy outperformed the benchmark over the quarter and the 12 months to March 31, 2026. Exposure in North America, Korea, Western Europe, and Latin America regions boosted performance, while Canada and the UK lagged. Energy, consumer discretionary, industrials, and healthcare sectors led the performance, while financials, real estate, and materials lagged. To manage risk, the firm increased its holdings in defensive sectors during the quarter. For insights into their key selections for 2026, please review the Strategy's top five holdings.
In its first-quarter 2026 investor letter, Antipodes Global Strategy highlighted Keysight Technologies, Inc. (NYSE:KEYS) as a notable contributor. Keysight Technologies, Inc. (NYSE:KEYS) is a technology company that designs and manufactures electronic design and test solutions for communications, electronics, and aerospace and defense (A&D) industries. On June 24, 2026, Keysight Technologies, Inc. (NYSE:KEYS) closed at $351.30 per share. One-month return of Keysight Technologies, Inc. (NYSE:KEYS) was 3.59%, and its shares gained 112.99% over the past 52 weeks. Keysight Technologies, Inc. (NYSE:KEYS) has a market capitalization of $60.04 billion.
Antipodes Global Strategy stated the following regarding Keysight Technologies, Inc. (NYSE:KEYS) in its Q1 2026 investor letter:
"Electronics testing company Keysight Technologies, Inc. (NYSE:KEYS) pushed higher following a Q1 FY26 earnings beat and raised outlook. The company reported revenue and EPS exceeding forecasts, demonstrating accelerating demand across communications, aerospace/defence and semiconductor testing markets. Results were supported by strong order growth (~22 % year-on-year) and improving backlog, which led to an uplift in earnings expectations. Management highlighted structural drivers including AI infrastructure, next-generation connectivity and defence modernisation as key tailwinds."
Keysight Technologies, Inc. (NYSE:KEYS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 66 hedge fund portfolios held Keysight Technologies, Inc. (NYSE:KEYS) at the end of the fourth quarter, up from 51 in the previous quarter. Keysight Technologies, Inc. (NYSE:KEYS) revenue grew 31% on a reported basis in the second quarter of fiscal 2026 to $1.72 billion. While we acknowledge the potential of Keysight Technologies, Inc. (NYSE:KEYS) as an investment, we believe cer

The Luce, Ferrari's (RACE) new electric vehicle revealed at a splashy event in Rome last month, has drawn fierce criticism from fans for its polarizing design.
Some fault Ferrari for creating something without an emotional core, adding that a **** y exterior and scintillating soundtrack from a high-revving gas engine are sine qua non for anything from Maranello.
Investors punished Ferrari stock following the car's release.
But Morgan Stanley believes Ferrari's punishment is too severe. **** yst Edouard Aubin lifted Ferrari to Overweight from Equal Weight and raised its price target on the Milan-listed stock to 380 euros ($441) from 330 euros ($383), implying about 24% upside.
"The stock has fallen 26% over the past 12 months, while FY26-27 EPS revisions have been limited to 4%, meaning the move has been driven primarily by de-rating rather than earnings capitulation," Aubin wrote. Ferrari stock rebounded a bit following the call.

SMS Pharmaceuticals FY25 results: PAT up 39%, Rs 250cr capex planned for FY26 growth https://business-news-toda... #SMSPharma #PharmaStocks #APIMarket #CMOBusiness #Hyderabad #SMSPharmaceuticals #IndiaPharma #EarningsResults #PharmaEarnings #BackwardsIntegration #Peptides #Capex2025

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