Super Micro Soars on Q4 Blowout and FY2027 Revenue Guidance Well Above Consensus
Record backlog and >$60B in new orders drove SMCI’s after-hours jump. FY2027 revenue guided to $65–72B, far above the $52.5B consensus.
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Babcock & Wilcox Beats Expectations, Raises Guidance as AI Power Demand Drives Record Backlog
Babcock & Wilcox posts blowout Q2 results with 130% revenue growth, $2.6B backlog, raised 2026 outlook, and new Siemens deal for AI power.
Venture Global Raises 2026 Profit Outlook Despite Revenue Miss and Higher Costs
Venture Global raised 2026 adjusted EBITDA guidance to $8.7–$9.1B despite a slight revenue miss and higher costs. EPS beat amid strong LNG volumes.
USA Rare Earth Misses Q2 Revenue Estimates as It Builds Non-China Rare Earth Supply Chain
Cash stands at $1.53B with CHIPS funding and key rare-earth milestones ahead.
On Holding Shares Drop Sharply as Q2 Sales Miss Expectations Despite Strong Profits
On Holding shares dropped as Q2 net sales of CHF 850.3M missed consensus estimates, even with strong 65.4% gross margin and robust DTC growth.
AST SpaceMobile Shares Fall After Q2 Results Miss Wall Street Estimates
AST SpaceMobile shares fell after Q2 results missed expectations, despite higher revenue, a $1.3B backlog and strong cash reserves.