Our Q2 outlook reflects substantial records across revenue, gross margin, EPS and free cash flow, and we anticipate our business performance to continue strengthening through fiscal 2026. Micron's technology leadership, differentiated product portfolio, and strong operational execution position us as an essential AI enabler, and we are investing to support our customers' growing need for memory and storage," he said in the Q1 FY26 press release.
Advaithi didn't set out to ride the artificial intelligence (AI) boom. After becoming CEO of Flex (formerly known as Flextronics) in 2019, she zeroed in on the contract manufacturing company's power-focused business, which makes components that manage, regulate, and distribute power for advanced semiconductors and systems. Advaithi understood that business segment well from her years working at Eaton, the power management company.
Analysts are overwhelmingly bullish on Axon. The average Wall Street price target sits at $820, implying 38% upside. Out of 19 analysts covering the stock, 17 rate it a Buy or Strong Buy, with 2 Hold ratings and zero Sells. The optimism is grounded in strong fundamentals. Revenue grew 30.6% year over year in the most recent quarter, and analysts expect that momentum to continue.
Compass Minerals reported a loss of $0.17 per share for Q4, beating the consensus estimate of a $0.23 loss by 25.7%. Revenue came in at $227.5 million, topping the $225.7 million estimate by 0.78%. More importantly, the quarter showed meaningful improvement versus the prior year. Net losses narrowed to $17.0 million from $48.3 million in Q4 FY2024, a 64.8% improvement. Revenue climbed 8.9% year over year from $208.8 million.
Total revenue -- $149 million, up 16%, surpassing prior outlook due to higher spend on social measurement and optimization products, and new customer contributions. Adjusted EBITDA, excluding stock-based compensation and onetime items -- $52 million, with a 35% margin, representing a 12% increase; ahead of previous guidance, driven by higher revenues. Optimization revenue -- $68 million, growing 16%, supported by financial services strength, insurance sector contributions, and increased QSP adoption across DV360 and Amazon DSP.
Rangers have posted losses of 14.8m - down from 17.2m - in their accounts to year-end June 2025, despite record revenues of 94.1m, which are up 7% from 88.3m. The Ibrox club's annual accounts highlight reduced operating expenses - down 4% to 92.2m - and a 2.7m profit before player trading, which is up from a loss of 2m in 2023-2024 and a loss of 10.5m in 2022-23.
Disney beat earnings expectations this morning but missed on revenue, a split result that underscores the tension between the company's recovery momentum and its struggle to grow the top line. Adjusted EPS came in at $1.11 versus the $1.06 estimate, while revenue landed at $22.46 billion against a $22.98 billion expectation. The stock was trading near $116 at filing. The bright spot was Parks and Experiences, where operating income climbed 13% year over year on strong domestic and international performance.
Experian plc is a global data and technology company that operates across various sectors, including financial services, healthcare, and automotive, providing solutions like fraud prevention and digital marketing. In its latest earnings report for the first half of 2025, Experian reported strong financial performance, with a 12% increase in total revenue and a 14% rise in Benchmark EBIT from ongoing activities.
"We're often painted as the foil to The Trade Desk," Barrett said. "But I would say 99% of the stuff that Jeff [Green, TTD's CEO] does is brilliant, and we are so supportive of cleaning up the system." Of course, the fact that Magnite had quite a good third quarter helps smooth over any possible tensions that could have arisen.
Revenue climbed 27% year-over-year to $3.45B, clearing the $3.36B consensus estimate by roughly $90M. That growth rate outpaced rival Uber's 18% quarterly expansion, signaling stronger order momentum in the core delivery business. The problem? Earnings per share came in at $0.55, missing the $0.68 estimate by 19%. GAAP net income of $244M also declined sequentially from $285M in Q2, a red flag that profitability may be plateauing after months of steady improvement.
American Superconductor (NASDAQ: AMSC) reported FY26 Q2 earnings after market close on Nov. 5, delivering a fifth consecutive quarter of profitability. Revenue reached $65.9M, up more than 20% year over year, though GAAP earnings per share declined slightly to $0.11 from $0.13 in the prior year period. The stock closed at $59.55 ahead of the report, reflecting investor confidence in the company's ongoing turnaround from years of losses, but shares of AMSC fell by as much as 20% in after hours trading.
What makes the miss particularly jarring is the underlying business strength visible through June. Revenue reached $218.7 million in Q2, up 13.6% year over year. Net income hit $37.0 million with a 15.2% profit margin. Operating margin stood at a healthy 16.3%. The company was printing money. Something shifted between the end of Q2 and the close of Q3, but management commentary on the miss has not yet been fully detailed.
MNTN, Inc., a leading technology platform in the Connected TV advertising sector, is revolutionizing how brands approach television advertising by making it as measurable and performance-driven as digital marketing. The company reported a strong third quarter for 2025, with revenue increasing by 31% year-over-year to $70 million, and a significant improvement in gross margin to 79%. MNTN also achieved a positive net income of $6.4 million, a notable turnaround from a net loss in the previous year.
Revenue reached $1.63 billion, beating the $1.59 billion consensus by 2.8% and climbing 25.1% year over year. Gross profit jumped 34.2% to $432 million, and the company added approximately 7,500 net new locations to reach 156,000 globally. Annual recurring revenue (ARR) surpassed $2.0 billion, up 30% from the prior year. The operational metrics paint a picture of a business firing on most cylinders.
Revenue climbed 71% year over year, and loan originations surged 80% to $2.9B. The company returned to GAAP profitability with net income of $31.81M, compared to a $6.76M loss in Q3 2024. Adjusted EBITDA expanded dramatically to $71.16M from $1.41M, representing a 26% margin. Fee revenue, a key metric for the platform's core lending operations, grew 54% year over year to $259M. Over 90% of loans processed through the platform are now fully automated, reflecting the maturation of Upstart's AI credit decisioning model.
The Switch 2's popularity has exceeded even Nintendo's anticipations, with the company raising its sales forecast for the console by more than 25 percent. In its latest earnings release, covering April 1st to September 30th, Nintendo now predicts that it'll sell 19 million Switch 2 units by March 2026, compared to its previous forecast of 15 million. The Japanese gaming giant reports that 10.36 million Switch 2 consoles have been sold so far following its launch in June,
Amkor's advanced packaging segment was a big plus this quarter, setting a new revenue record at $1.68 billion. The company achieved a 31% sequential revenue increase from Q2, a steep production ramp that underscores persistent demand from major customers in communications and computing end markets. Both segments posted record revenue this quarter, signaling broad-based strength rather than concentration in a single area.
Rambus ( NASDAQ: RMBS) reported Q3 2025 earnings after the close, beating Wall Street expectations on both the top and bottom lines. Revenue came in at $179.5 million, above the $175.7 million consensus estimate, representing 22.7% year-over-year growth.Non-GAAP earnings per share were $0.63, matching analyst expectations and maintaining Rambus's multi-quarter streak of consistent execution. Revenue Growth Outpaces Profit Pressure Rambus's performance was driven by robust product sales and licensing momentum.
CVS Health reported third-quarter results this morning that beat adjusted earnings expectations but delivered a mixed message on operations and cash flow. Adjusted EPS came in at $1.60, well above the $1.37 consensus estimate. Revenue reached $102.87 billion, topping the $98.85 billion expectation and books sales grew 7.8% year over year as all three of its business segments grew. Yet the stock barely moved in after-hours trading, settling near $82.40.
Total Revenue -- $562 million, up 31% year over year for Q3 2025, with U.S. revenue comprising 58% (up 31%), EMEA at 27% (up 26% year over year), and APAC at 15% (up 43% year over year). Large Customers -- 4,009 customers spending over $100,000 annually as of Q3 2025, a 23% increase year over year, now contributing 73% of revenue, up from 67% in the third quarter last year.
