Goldman Sachs BDC (GSBD) stock drops after Q1 NAV and net investment income miss estimates, with non-accruals rising.
Q1 2026 earnings call recap: revenue beat, international growth, Aurora/Voxi 5 ramp, guidance reaffirmed, and key risks.
Q1 2026 earnings call: revenue, EBITDA up 27%, new segments, AI/search shifts, and guidance risks—read key takeaways.
"Our Mortgage insurance provision for losses and loss adjustment expenses was $37.6 million in the first quarter of 2026," said (CFO Weinstock), and "At March 31, the default rate on the mortgage ...
Q2 FY2026 earnings call highlights: raised guidance, $3.14B backlog, M&A growth, hedging strategy & demand trends—read now.
On a year-over-year basis, out of 20 companies, except Akamai Technologies ( AKAM) and Skyworks Solution ( SWKS) the rest 18 reported EPS growth. All companies, except Skyworks, posted revenue gains.
29mOpinion
No, It's Not Different This Time
The current AI-driven rally in infrastructure and chip stocks echoes late-stage dot-com and 2021 bubbles, with parabolic ...
Groupon GRPN Q1 2026 earnings call recap: billings/revenue, EBITDA, Q2 & FY guidance, Project Foundry AI-native overhaul and cost cuts—read now.
Nebius Group N.V. has surged over 100% YTD, fueled by resilient AI infrastructure capex and its acquisition of Eigen AI.
Q1 2026 earnings call recap: combined ratio 88.9%, ROE strength, reserve releases, buyback expansion, and 5–10% GWP outlook—read now.
Nvidia Corporation is at a peer discount despite rallies. FQ1 '27 earnings could boost valuation via dividends, buybacks, and ...
ServiceTitan (TTAN) shows strong revenue growth and rising Max AI demand as it adds GenAI features. Read the latest analysis ...
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