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Source: MarketBeat News Agency
1 month ago
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FIGS Q2 Earnings Call Highlights

FIGS Q2 Earnings Call Highlights

FIGS NYSE: FIGS reported second-quarter fiscal 2026 revenue growth of 29% as demand increased across scrub wear, non-scrub apparel, international markets, institutional sales and retail community hubs. The healthcare apparel company also raised its full-year revenue and profitability outlook, despite a new restriction affecting imports from a manufacturing partner in Jordan.

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FIGS FIGS
Source: MarketBeat
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Source: Seeking Alpha News Agency
1 month ago
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Arm Holdings: Capitalizing On The Agentic AI Beyond IP Licensing

Arm Holdings: Capitalizing On The Agentic AI Beyond IP Licensing

Arm Holdings is rated a Strong Buy, positioned to capitalize on the surging AI and AGI CPU market. ARM's AGI CPU demand has doubled QoQ, with secured capacity for over $2 billion in orders and major partners like Meta and Oracle. Management targets $25 billion in revenue by FY31, but I expect ARM could capture 15-20% AGI CPU share, implying $33–44 billion in revenue potential.

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AGI AGI
Source: Seeking Alpha
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Source: Seeking Alpha News Agency
1 month ago
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SpaceX: A Great Company At The Wrong Price

SpaceX: A Great Company At The Wrong Price

SpaceX is rated a sell, as its $1.43 trillion equity value bakes in highly optimistic outcomes across Connectivity, Space, and AI segments. Starlink drives profitability, but declining ARPU and limited scale mean it cannot alone justify SpaceX's current valuation without extraordinary AI or space success. AI and Space segments are deeply unprofitable and capital-intensive, with AI contracts short in duration versus long-lived infrastructure commitments, raising risk.

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SPCX SPCX
Source: Seeking Alpha
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Source: MarketBeat News Agency
1 month ago
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Ero Copper Q2 Earnings Call Highlights

Ero Copper Q2 Earnings Call Highlights

Ero Copper NYSE: ERO reported stronger second-quarter operating and financial performance, supported by higher gold sales, solid copper output and commodity-price tailwinds, while continuing to reduce debt and advance expansion projects across its Brazilian operations.

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ERO ERO
Source: MarketBeat
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Source: MarketBeat News Agency
1 month ago
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Equitable Q2 Earnings Call Highlights

Equitable Q2 Earnings Call Highlights

Equitable NYSE: EQH said second-quarter operating earnings rose as the company advanced its pending merger with Corebridge and reported positive net flows across all of its business segments. Shareholders of both companies approved the transaction on July 30, and Equitable said it remains on track to close the merger by the end of 2026.

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EQH EQH
Source: MarketBeat
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