Piper Sandler Upgrades Kratos Defense to Overweight on Clearer Growth Path
Piper Sandler upgrades KTOS to Overweight ($75 PT). Clearer path via MACH-TB, engines & drones after strong Q2 results and raised 2026 guidance.
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#Earnings Movers↓
Teradata’s Strong Quarter Overshadowed by Cautious Q3 Revenue Guidance
Teradata’s solid Q2 beat on revenue, EPS & cash flow was overshadowed by weak Q3 guidance. ARR grew, but near-term softness sparked a sharp sell-off.
Arista Networks Hits First $3 Billion Quarter as AI Demand Supercharges Results
Arista Networks posts record $3.04B revenue and $1.02 adjusted EPS in Q2 2026, beating estimates as AI networking demand drives strong growth and higher guidance.
Opendoor Misses Q2 Revenue and EPS Estimates, but Operational Metrics Improve
Operational metrics improve with path to Adjusted Net Income positive by end-2026.
Lucid Delays Affordable EVs to 2027, Launches $1.4 Billion Cost-Cutting Reset
Lucid grows Q2 revenue 56% but misses estimates. Company cuts production, targets $1.4B savings, and delays midsize EVs until late 2027.
Pinterest Warns of Slower Growth as Ad Giants Heat Up Competition
Pinterest posts $1.18B in revenue (+18%) and a record 640M users, but shares fall on a slower 13%-15% Q3 growth forecast amid rising ad competition.