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ASO raises FY26 EPS guidance, affirms revenueQ2 beat EPS estimates; FY26 EPS guidance raised to $6.50-$6.90 from $6.40-$6.80, revenue affirmed at $6.23B-$6.36B.Guidance2h · @wallstengine ↗

Cognyte Q2 beat, FY27 guidance raisedQ2 revenue $109.2M beat, EPS $0.15 beat. FY27 revenue guide $448M (above est), EBITDA ~$68M (above est), EPS $0.47 (above est).Guidance2h · @wallstengine ↗

SailPoint Q2 revenue miss, FY27 guidance in lineQ2 revenue $309M missed est, EPS beat. FY27 revenue guide $1.27B-$1.28B (in line), EPS $0.30-$0.34 (in line). Q3 revenue guide in line, but Q3 op income guide below est.Guidance3h · @wallstengine ↗

Chewy raises full-year revenue and profitability outlookQ2 revenue beat, EBITDA beat. Company raised full-year revenue and profitability outlook due to durable recurring revenue base and customer growth.Guidance3h · @wallstengine ↗

Oddity Q2 beat, FY26 guidance raisedQ2 revenue $181M beat, EPS $0.20 beat. FY26 adjusted EBITDA guide $30M-$32M (well above est), revenue -19% YoY. Q3 adjusted EBITDA guide $18M-$20M (above est).Guidance3h · @wallstengine ↗

Signet raises FY27 EPS guidance by over 10%Q2 revenue missed, EPS beat. FY27 adjusted EPS guide raised to $10.45-$12.15 (from $9.20-$11.00), operating income and EBITDA guides raised.Guidance3h · @wallstengine ↗

JMKE Q2'26 beat EBITDA, guides FY SSS +2.5-3.0%Q2 revenue $208M (+10% YoY) slightly missed, adjusted EBITDA $114M (+7%) beat. FY26 guide: SSS +2.5-3.0%, net unit growth at least 8%, adjusted EBITDA growth at least 20%. Q3 guide: SSS +3.0-4.0%, EBITDA growth at least 13%.Guidance3h · @wallstengine ↗

BofA upgrades FIGR to Neutral, PT $49, sees strong volume growthBofA raises FIGR to Neutral from Underperform with PT up to $49, citing stronger revenue growth into 2028 driven by Figure Connect momentum, 132% y/y volume growth in 2Q26, and 3Q26 volumes near high end of guidance.Guidance4h · @wallstengine ↗

AP Memory silicon capacitor capacity fully booked by IntelUBS reports positive industry feedback on Intel's EMIB-T yield and execution, with potential support for >2 million substrates for MediaTek's TPU v9 demand in 2028. AP Memory's silicon capacitor capacity is fully booked by Intel, indicating strong demand and potential early breakout for the product line.Demand9h · @liwei_twcapital ↗

SNAP names new Chief Commercial OfficerSnapchat named Ronan Harris as its new Chief Commercial Officer.Management10h · @wolf_bitcoin_ ↗

Kioxia CEO: prices already risen enough, won't push higherKioxia's CEO says memory prices have risen enough and instructed sales teams not to push for substantially higher prices from data center operators, fearing damage to AI investment appetite.Guidance12h · @pequityresearch ↗

Strive buys 1,375 BTC for $109MStrive purchased 1,375 BTC last week for $109 million, increasing its treasury to 24,531 BTC worth ~$1.93 billion.Capital12h · @scottmelker ↗

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