Circle Q2 Results: USDC Hits $73.3B as Real-World Adoption Takes Over
Growth powered by institutional adoption, Arc blockchain launch, and trust bank approval.
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#Earnings Movers↓
ALAB Jumps on Beat-and-Raise as Scorpio X-Series Fabric Switches Ramp Ahead of Schedule
Astera Labs posts record Q2 revenue of $392.4M and guides for ~40% sequential growth in Q3, driven by Scorpio X-Series acceleration.
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.
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.