Explore 3 Stock Ideas & Industry Insights Download Free Report

General News

Can an optics maker guiding to USD 2.2 billion to USD 2.4 billion in quarterly sales justify a 16% implied move on November 4?

The headline gap between fourth-quarter GAAP earnings of USD 1.19 per share and non-GAAP earnings of USD 1.74 per share shows how much adjustment sits in the numbers, with gross margin at 38.5% on a GAAP basis and 40.2% non-GAAP. Calendar consensus of USD …

Vinay Lochav | 03 November 2026

Which two solar stocks face 15.8% and 16.9% implied moves when they report on November 4?

SolarEdge Technologies (NASDAQ:SEDG) reported second-quarterGAAPrevenue of USD 346.2 million, a GAAP operating loss of USD 16.0 million and a non-GAAP operating profit of USD 10.2 million, with cash of USD 527.3 million. The third-quarter revenue guide midpoint of USD 325 million is about 6% …

Vinay Lochav | 03 November 2026

Which restaurant chain with 9% same-restaurant sales growth and which online retailer face 12.8% and 13.1% implied moves on November 4?

Wayfair (NYSE:W) reported U.S. net revenue of USD 3,125 million, up 8.7%, and total net revenue of USD 3,519 million, up 7.5%. Adjusted EBITDA margin was 6.9% and free cash flow was USD 301 million. Published market coverage said the shares jumped 15.8% after …

Vinay Lochav | 03 November 2026

Why does a car renter that swung to a USD 64 million quarterly profit face a 21.8% implied move on November 5?

A 21.8% implied move is the largest among the major November 4 and 5 reports reviewed, reflectingLeverageand the sensitivity of earnings to fleet costs, used-car values and rental demand. A small change in depreciation per unit can move profit by a large amount. Management …

Vinay Lochav | 03 November 2026

Which AI optics maker guided third quarter revenue as much as 51% higher and reports on November 5?

The company makes optical transceivers and lasers that convert electrical signals into light for links between switches and servers in data centers. AI clusters need faster links, soDemandshifts toward higher-speed modules, and each new product generation must pass customer qualification beforeVolumeorders arrive. A ramp …

Vinay Lochav | 03 November 2026

Which software stock jumped more than 30% in August and reports its cloud growth on November 5?

The first quarter guide midpoint of USD 1.71 billion sits about 3% below fourth quarter revenue, our arithmetic, partly because Data Center revenue is expected to fall about 17% in fiscal 2027 as customers move to cloud. Management guided a 6.5% GAAPOperating Marginfor the …

Vinay Lochav | 03 November 2026

Which internet infrastructure company grew revenue 36% while cutting about 1,100 jobs and reports on November 5?

The third quarter revenue midpoint of USD 736.5 million is about 5.8% above the second quarter, our arithmetic on two company figures. The non-GAAP operatingMarginimplied by the guide is about 17.6%, up from 13.8%, which would reflect lowerPayrollafter theJobcuts, again our arithmetic. Gross margin …

Vinay Lochav | 03 November 2026

Which public safety technology company has grown revenue more than 30% for 10 straight quarters and reports on November 5?

Customers buy body cameras, TASER devices and drones, then subscribe to cloud software for evidence storage, records and real-time awareness on multi-year contracts. That is why bookings of USD 15.1 billion matter: they convert into revenue over time, and the company said it expects …

Vinay Lochav | 03 November 2026

Which two speculative AI stocks, a quantum builder that grew revenue 287% and a voice AI firm up 45%, report on November 5?

Key HighlightsIonQ (NYSE:IONQ) reports third quarter 2026 results on Thursday, November 5, 2026, after the close, with a call at 4:30 p.m. ET, after second quarterRevenueof USD 80.1 million, up 287%.IonQ (NYSE:IONQ) raised 2026 revenue guidance to USD 280 million to USD 290 million, …

Vinay Lochav | 03 November 2026

Which former Bitcoin miner now earns about 71% of revenue from AI leases and reports on November 6?

Key HighlightsTeraWulf (NASDAQ:WULF) will issue third quarter 2026 results on Friday, November 6, 2026, before a conference call at 8:00 a.m. ET, after second quarterRevenueof USD 44.8 million.HPCLeaserevenue was USD 31.9 million, about 71% of the second quarter total, while digital asset revenue fell …

Vinay Lochav | 03 November 2026
Support

Hi! How can we help you today?

Loading…