Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth.
Jeff Clarke said reven
NGL Energy Partners (NYSE:NGL) reported a strong finish to fiscal 2026, with management highlighting record performance in its Water Solutions segment and continued progress toward simplifying the partnership’s business mix and capital structure.
Chief Financial Officer Brad Cooper said adjusted EB
PagerDuty (NYSE:PD) reported fiscal first-quarter results that exceeded its revenue and non-GAAP operating margin guidance, while the company highlighted early traction from its shift toward usage-based pricing and announced a leadership transition.
Jennifer, who has served as CEO for 10 years, sai
Appian (NASDAQ:APPN) Chief Financial Officer Serge Tanjga said the company is seeing growing customer adoption of artificial intelligence features, while emphasizing that enterprises are taking a cautious approach to deploying AI in mission-critical workflows.
Speaking at a TD Cowen software confer
Ambarella (NASDAQ:AMBA) reported fiscal first-quarter results that landed within its guidance ranges, while management emphasized growing momentum in edge artificial intelligence, automotive telematics and new long-term customer agreements.
President and CEO Fermi Wang said the company delivered re
HealthEquity (NASDAQ:HQY) raised its fiscal 2027 outlook after reporting higher first-quarter profitability, record revenue in key categories and expanded margins, with management pointing to account growth, deeper member engagement and operating efficiencies from technology and artificial intellige
ePlus (NASDAQ:PLUS) reported a strong finish to fiscal 2026, with management pointing to broad-based demand across artificial intelligence, cloud, data center, networking and security as key drivers of growth.
On the company’s fourth-quarter and full-year earnings call, Chief Executive Officer and
American Eagle Outfitters (NYSE:AEO) reported first-quarter revenue growth and operating income ahead of its guidance, as continued momentum at Aerie and OFFLINE offset weaker trends in parts of the namesake American Eagle brand.
Executive Chairman and Chief Executive Officer Jay Schottenstein said
Asana (NYSE:ASAN) reported fiscal first-quarter revenue that exceeded its guidance range and said customer retention, expansion activity and adoption of its artificial intelligence products improved during the period.
Chief Executive Officer Dan Rogers said the company generated revenue of $205.1 m
Today, May 28, 2026, investors weigh a potential funding deal with the Trump administration against ambitious revenue targets and fresh integration risks.
Applied Materials (NASDAQ:AMAT) Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned around the areas he described as the fastest-growing parts of wafer fab equipment spending.
Speaki
