Business ❯ Market Analysis ❯ Company Performance

Revenue Growth

Profitability Forecasting Earnings Reports Profit Margins Investor Sentiment Palantir Technologies Annual Recurring Revenue Quarterly Results Cost Management AI Revenue

IQVIA CEO Sells $26.1 Million in Stock Appreciation Rights

Conversion of equity compensation into cash preserved the CEO's large beneficial stake as IQVIA recorded $3.15 billion in bookings.

ServiceNow Posts Strong Q2 as AI Contracts Top $1 Billion and Security Franchise Scales

Tempus AI Agrees to Buy Personalis for $1.5 Billion

ASML Hikes 2026 Guidance Again After Q2 Beat and Plans Big 2027 Capacity Build

Figma Posts Clear AI-Driven Revenue Gains as Shares Stay Deeply Discounted

Analysts Upgrade Tempus AI on Data Moat as Losses Narrow

MongoDB Beats Q1 Estimates and Raises FY27 Guidance

Marvell Cancels POET-Linked Celestial AI Orders Citing Confidentiality Violations

ServiceNow Edges Higher as Targets Fall Before a Q1 AI Test

Meta Pullback Deepens as Wall Street Reassesses AI Spending and $9 Trillion Payout Goal

Palantir’s Lofty Valuation Meets Fresh Tests as Morgan Stanley Holds Line and New Defense Tie-Ups Land

Insight Holdings Exits $148 Million SentinelOne Stake as Retail Bull Case Gains Attention

DraftKings Shares Sink After Soft 2026 Outlook Despite $2 Billion Quarter

Datadog Jumps on Q4 Beat as FY2026 Outlook Stays Cautious

Netflix’s Ad Business Tops $1.5 Billion as Company Guides to Higher 2026 Margins

TeraWulf Rallies as AI Pivot and Bullish Thesis Stoke Fresh Buying

Sandisk’s 2025 Rally Draws Fresh Buy Calls and a TV Endorsement

Lamb Weston Shares Plunge After Cautious Outlook Despite Earnings Beat

Nebius Leans Into Full-Stack AI Push as Shares Consolidate on Dilution Overhang

Rocket Lab Stock Surges on Neutron Fairing Milestone as JAXA Electron Launch Nears