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Oil States International: The Backlog Is Real, And The Balance Sheet Adds Protection

Oil States International is rated Buy with an $11 price target, reflecting a compelling risk/reward at current levels. OIS reported its highest Offshore Manufactured Products backlog in over a decade

2 months ago
Seeking Alpha

Uber: A Potential Waymo Exit Warrants Caution

Waymo is reportedly exploring its options to end its partnership with Uber in Austin and Atlanta, which suggests Waymo is trying to own the customer through vertical integration. At the beginning of t

2 months ago
Seeking Alpha

Marriott: The Loyalty Engine Is Outgrowing The Hotel Cycle

Marriott International is rated Buy, with a fair value estimate of $400, reflecting premium quality at a relative discount to Hilton. MAR's earnings growth is driven by robust fee revenue, Bonvoy memb

2 months ago
EarningsMarketBeat

Crawford & Company Q2 Earnings Call Highlights

Crawford & Company NYSE: CRD.A reported second-quarter results marked by stronger operating earnings, improved margins and growth in its Broadspire and International Operations businesses, while conso

2 months ago
EarningsMarketBeat

Crescent Energy Q2 Earnings Call Highlights

Crescent Energy NYSE: CRGY reported record quarterly levered free cash flow in the second quarter of 2026 and raised its full-year production outlook, citing higher volumes, lower operating costs and

2 months ago
EarningsMarketBeat

Centerspace Q2 Earnings Call Highlights

Centerspace NYSE: CSR said its second-quarter operating results were in line with expectations as the apartment real estate investment trust continued a portfolio repositioning and deleveraging progra

2 months ago
Seeking Alpha

USA Compression Partners, LP Common Units (USAC) Q2 2026 Earnings Call Transcript

USA Compression Partners, LP Common Units (USAC) Q2 2026 Earnings Call Transcript

2 months ago
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Seeking Alpha

Golub Capital BDC (GBDC) Q3 2026 Earnings Call Transcript

Golub Capital BDC (GBDC) Q3 2026 Earnings Call Transcript

2 months ago
Seeking Alpha

Lattice Semiconductor Corporation (LSCC) Q2 2026 Earnings Call Transcript

Lattice Semiconductor Corporation (LSCC) Q2 2026 Earnings Call Transcript

2 months ago
Seeking Alpha

Finance of America Companies Inc. (FOA) Q2 2026 Earnings Call Transcript

Finance of America Companies Inc. (FOA) Q2 2026 Earnings Call Transcript

2 months ago
MacroCNBC

India's central bank keeps benchmark rates steady amid creeping inflation

India's central bank on Wednesday held benchmark interest rates at 5.25%. India's retail inflation climbed to an 18-month high in June, crossing the central bank's medium-term target of 4% for the fir

2 months ago
Seeking Alpha

TransMedics Group, Inc. (TMDX) Q2 2026 Earnings Call Transcript

TransMedics Group, Inc. (TMDX) Q2 2026 Earnings Call Transcript

2 months ago
Seeking Alpha

EVERTEC, Inc. (EVTC) Q2 2026 Earnings Call Transcript

EVERTEC, Inc. (EVTC) Q2 2026 Earnings Call Transcript

2 months ago
EarningsMarketBeat

Viasat Q1 Earnings Call Highlights

Viasat NASDAQ: VSAT reported first-quarter fiscal 2027 results that included positive free cash flow, rising government satellite communications revenue and record awards and backlog in its Defense &

2 months ago
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EarningsMarketBeat

Wynn Resorts Q2 Earnings Call Highlights

Wynn Resorts NASDAQ: WYNN reported second-quarter strength across its Las Vegas, Boston and Macau operations, while outlining a higher budget and a September 2027 opening target for its Wynn Al Marjan

2 months ago
EarningsMarketBeat

Accel Entertainment Q2 Earnings Call Highlights

Accel Entertainment NYSE: ACEL reported record second-quarter revenue and adjusted EBITDA, citing higher productivity in Illinois, growth in developing markets and continued preparation for the openin

2 months ago
EarningsMarketBeat

American Well Q2 Earnings Call Highlights

American Well NYSE: AMWL, which operates as Amwell, reported second-quarter 2026 revenue of $52 million, down 26.6% from a year earlier, while narrowing its adjusted EBITDA loss and raising its full-y

2 months ago
EarningsMarketBeat

Arista Networks Q2 Earnings Call Highlights

Arista Networks NYSE: ANET reported fiscal second-quarter revenue of just over $3 billion, up 37.7% from a year earlier and above its prior guidance of $2.8 billion, as demand from AI and enterprise c

2 months ago
EarningsSeeking Alpha

AMD: Patience Is A Virtue, But Valuation Matters (Downgrade)

Despite outperforming consensus expectations for Q2 2026, AMD stock is taking a hit in after-hours session. Data Center segment drove results, now 58% of revenue, with robust growth and strategic AI p

2 months ago
EarningsMarketBeat

Bio-Rad Laboratories Q2 Earnings Call Highlights

Bio-Rad Laboratories NYSE: BIO reported second-quarter revenue of approximately $651 million, essentially flat from $652 million a year earlier on a reported basis and down 1.9% on a currency-neutral

2 months ago