Piyasa Haberleri

En güncel finans ve ekonomi haberlerini, piyasa gelişmelerini, raporları ve analizleri PipVero’da takip edin.

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Stoneridge Q2 Earnings Call Highlights

Stoneridge Q2 Earnings Call Highlights

Stoneridge NYSE: SRI reported second-quarter 2026 results that exceeded its internal expectations, supported by organic sales growth, record MirrorEye revenue, improved cost discipline and stronger cash generation. The company reaffirmed its full-year revenue and adjusted EBITDA outlook while citing improving conditions in commercial vehicle markets.

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Sempra Energy Q2 Earnings Call Highlights

Sempra Energy Q2 Earnings Call Highlights

Sempra Energy NYSE: SRE affirmed its 2026 and 2027 earnings guidance as management highlighted higher earnings across its business segments, a planned asset-sale strategy and growing transmission investment opportunities in Texas during its second-quarter earnings call.

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Spire Q3 Earnings Call Highlights

Spire Q3 Earnings Call Highlights

Spire NYSE: SR reported a fiscal third-quarter adjusted loss from continuing operations of $15 million, or $0.26 per share, compared with an adjusted loss of $13 million, or $0.29 per share, a year earlier, as the utility completed divestitures that shifted its business profile to fully regulated operations.

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The Ball in OpenAI's court

The Ball in OpenAI's court

On a gloomy July evening, Dean Ball is appraising the political theory shelf in the basement of San Francisco's City Lights Bookstore. It's the end of his second day at OpenAI, and he's arrived straight from orientation in a cashmere zip-up hoodie, carrying a company-issued tote bag.

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Essential Properties Realty Trust Is Getting Close To A Buy Rating

Essential Properties Realty Trust Is Getting Close To A Buy Rating

EPRT remains a hold, with business fundamentals outpacing peers but valuation not yet compelling enough to upgrade. EPRT's portfolio is highly diversified, with the top 10 tenants accounting for just 15.2% of ABR, mitigating concentration risk. EPRT targets 8% AFFO growth for 2026, supported by robust investment activity and sector-leading investment spreads of 1.4%.

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Super Group Q2: An Expected Beat-And-Raise Report

Super Group Q2: An Expected Beat-And-Raise Report

Super Group Limited reported a beat-and-raise Q2 report. The company benefits from the FIFA World Cup in Q2-Q3, but SGHC's underlying sportsbook momentum was even underwhelming in Q2. The overall SGHC growth story remains on track.

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Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks.

Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks.

Meta recently announced plans to increase its artificial intelligence (AI) capex budget. As AI infrastructure spending accelerates, GPU designers such as Nvidia are positioned to capture additional spend from hyperscalers.

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META Meta Platforms, Inc.
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Why the 20% Sell-Off in Dutch Bros Stock Is a Massive Opportunity

Why the 20% Sell-Off in Dutch Bros Stock Is a Massive Opportunity

Investors sold off Dutch Bros shares because its same-store sales growth is expected to decelerate in the second half as it laps tough comps. However, the stock is cheap, and its expansion story remains intact.

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Kaspi.kz: Betting On A Proven Playbook In A Much Larger Market

Kaspi.kz: Betting On A Proven Playbook In A Much Larger Market

Kaspi trades at a forward P/E of 7.6x despite robust profitability and a dominant fintech ecosystem in Kazakhstan. KSPI's expansion into Turkey is currently dilutive but offers potential for outsized revenue growth and eventual margin recovery as fintech products scale. My valuation implies more than 75% upside to a $163 price target.

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Sandisk: A Better Business Is Emerging From The AI Boom

Sandisk: A Better Business Is Emerging From The AI Boom

Sandisk is shifting its business mix toward enterprise SSDs and AI infrastructure, building a more resilient earnings base through long-term contracts. SNDK has secured $93.9 billion in minimum revenue commitments, with over half of 2027 and two-thirds of 2028 bit production contractually obligated at floor pricing. Datacenter revenue more than doubled, now 38% of bits shipped; adjusted gross margin reached 84.6%, and fiscal 2026 EPS was $70.88.

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Club Offers for Travel Enthusiasts in Canada

Club Offers for Travel Enthusiasts in Canada

TORONTO, Aug. 9, 2026 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO), the club for travel enthusiasts, announces four of many new Club Offers for Club Members in Canada. Rigorously vetted and negotiated for us travel enthusiasts: $799—PORTUGAL COASTAL GETAWAY WITH FLIGHTSThe Algarve's golden beaches and charming villages await with this five-night holiday.

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Spotify Technology Q2 Earnings Call Highlights

Spotify Technology Q2 Earnings Call Highlights

Spotify Technology NYSE: SPOT reported second-quarter results marked by accelerating revenue growth, record gross margin and subscriber growth that pushed its Premium base above 300 million for the first time.

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Suburban Propane Partners Q3 Earnings Call Highlights

Suburban Propane Partners Q3 Earnings Call Highlights

Suburban Propane Partners NYSE: SPH reported a wider adjusted net loss and lower adjusted EBITDA for its fiscal 2026 third quarter, as unusually warm April weather reduced heating-related propane demand. The partnership said continued growth in agricultural, industrial and national-account customers helped offset some of the weather-driven volume pressure.

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Spectrum Brands Q3 Earnings Call Highlights

Spectrum Brands Q3 Earnings Call Highlights

Spectrum Brands NYSE: SPB reported third-quarter fiscal 2026 sales growth across all three of its business units, led by a record quarter in Home & Garden, while raising its outlook for adjusted EBITDA growth excluding tariff refunds.

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Solventum Q2 Earnings Call Highlights

Solventum Q2 Earnings Call Highlights

Solventum NYSE: SOLV reported second-quarter results that exceeded its internal expectations, supported by broad-based segment performance, planned order activity ahead of an ERP cutover and a tariff refund benefit. The company also announced plans to separate its Health Information Systems, or HIS, business as part of a broader effort to sharpen its focus on medical technology markets.

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