Business ❯ Forecasting

Revenue Projections

Fiscal Year 2026 Fiscal Year 2025 Quarterly Forecasts Fiscal Guidance Market Expectations Fiscal Year Planning Fiscal Year Guidance Fiscal Year 2024 Fiscal Outlook Quarterly Earnings

CEVA Raises 2026 Outlook After Licensing Surge and Margin Recovery

Management says a shift to broader platform deals and a NeuPro‑M AI design win could grow future royalty streams and lift profitability.

Arm Beats Q1 Estimates as Stock Drops on Investor Caution

Fortinet Raises 2026 Outlook After Strong Q2 Beats

Seagate Beats Q4 Estimates and Issues Strong Q1 Guidance on AI Storage Demand

STMicroelectronics Shares Plunge After Q2 EBITDA Miss as Company Bets on AI and Satellite Growth

Navan Raises Full‑Year Forecast After Strong Q1 and AI Product Launch

Peloton Returns to Profit, Raises Guidance After Revenue Beat

IREN Slides After Earnings Miss as Bernstein Cuts Target but Backs AI Pivot

Cadence Lifts 2026 Sales Outlook After Q1 Beat, Cuts EPS Guidance

Intuitive Machines Misses Q4 as Shares Fall, Reaffirms $900M–$1B 2026 Outlook

Oracle Surges After Earnings Beat as It Ramps $50 Billion AI Cloud Buildout

Super Micro Surges After Raising FY26 Sales Target to $40 Billion on AI Server Boom

Super Micro Posts Blowout Q2 and Raises Full‑Year Outlook to at Least $40 Billion

Ciena Tops Q4, Guides Higher for 2026 as Analysts Boost Targets and Stock Falls

Credo Soars on Record Quarter as Hyperscaler Demand Fuels Strong Guidance

Zscaler Shares Fall After Q1 Beat as Company Lifts Full-Year Outlook

Duolingo Stock Plunges on Soft Q4 Bookings Outlook Despite Q3 Beat and Raised Forecast

Cracker Barrel Restores Old Logo, Halts Remodels as Traffic Falls 8% and 2026 Outlook Softens

Amer Sports Lifts 2025 Outlook After Q2 Beat as Arc'teryx and Salomon Drive Gains

Dell Raises Profit Guidance as AI Server Orders Surpass $12 Billion