Cisco Beats Q3 Estimates and Boosts 2026 Guidance
Cisco beat expectations, raised its outlook, and saw strong AI demand, while announcing a restructuring plan and job cuts.
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#Earnings Movers↓
TSEM Hits Record Guidance and Locks In $1.3 Billion in AI Silicon Photonics Revenue for 2027
Tower Semiconductor beats Q1 estimates with 15% revenue growth and guides record Q2 revenue of $455M. $1.3B silicon photonics contracts for 2027 + $290M prepayments fuel AI growth.
Eos Energy Soars on Massive Cerberus JV and Q1 Revenue Beat
Eos surged after Q1 beat and Cerberus JV to scale US zinc battery storage for grids, industry, and AI data centers.
Nebius Q1 2026: Revenue Explodes 8x to $399M as AI Boom Drives Record Growth
Nebius Group delivered explosive Q1 2026 results with revenue hitting $399M — up 684% YoY and beating estimates. Powered by AI cloud demand, a $27B Meta deal, NVIDIA investment, and raised capacity guidance to >4GW.
Karman Beats Revenue Forecasts But Misses Profit Expectations — Stock Falls
Karman shares fell despite strong sales growth, raised guidance, but earnings slightly missed expectations. Investors remain cautious.
Birkenstock Q2 2026: Sales Miss Due to Middle East Conflict, But Full-Year Outlook Unchanged
Birkenstock missed Q2 2026 sales estimates due to the Middle East conflict and tariffs; profits fell, yet the outlook remained unchanged.