Articles by James Calloway
UiPath Posts First GAAP Profit, AI Push Fails to Lift PATH Stock
UiPath shares slid 2.85% in premarket trading Friday after reporting Q1 revenue of $418 million and its first GAAP-profitable quarter. Investors are still weighing AI's impact on long-term sales growth.
Institutional Giants Raise GM Stakes Amid Tariff Risks and Strong Guidance
Major institutional investors increased their General Motors stakes in Q4, with the National Pension Service buying 1.7 million shares. GM recently lifted its 2026 profit outlook and maintained a $6 billion buyback plan.
L.B. Foster Stock Nears 52-Week High Amid Robust Rail Revenue Growth
L.B. Foster shares neared a 52-week high after Q1 net sales rose 23.9%, led by rail revenue growth of 38.4%. The stock has more than doubled from its low.
Sivers Semiconductors Surges Over 1,700% Before Short Sellers Pounce on Sales Miss
Sivers Semiconductors reported a 22% drop in Q1 net sales, missing estimates, as short interest surged to 17% of free float. Shares still up over 1,700% year-to-date.
NetApp Surges on AI Storage Demand, Beats Q4 Estimates
NetApp shares surged 13% in after-hours trading after beating Q4 estimates with $1.95B revenue and $2.43 EPS, driven by AI and cloud storage demand. The company forecast fiscal 2027 revenue up to $7.575B.
Autodesk Shares Dip After Q1 Beat, $3.6B MaintainX Deal
Autodesk shares dropped over 5% in after-hours trading Thursday, even as the company reported fiscal Q1 earnings above estimates and raised its 2027 outlook.
SentinelOne Shares Plunge on Weak Forecast, Announces 8% Workforce Reduction
SentinelOne shares fell 18.65% after hours after the company forecast Q2 revenue below Wall Street estimates and announced plans to cut 8% of its workforce.
Dell Soars on $60B AI Server Forecast, Record Backlog
Dell shares jumped 22% after hours after the company raised its full-year outlook and set a $60B AI-server revenue target for fiscal 2027, citing a record $51.3B AI backlog.
HPE Q2 Earnings Preview: Networking and AI Infrastructure Under the Microscope
Hewlett Packard Enterprise reports fiscal Q2 earnings after market close June 1. Analysts expect $9.77 billion revenue and 53 cents adjusted EPS, with investors focused on networking and AI infrastructure growth margins.
MongoDB Stock Surges on Cloud Growth, Raised Annual Forecast
MongoDB shares surged 21.9% after hours as fiscal Q1 revenue beat estimates and Atlas cloud growth topped 29%, prompting a raised full-year outlook.
Costco's Strong Sales Signal Resilient US Consumer Spending
Costco's Q3 net sales rose 11.6% to $69.15B, beating expectations, as US shoppers prioritize value. Digital sales surged 21.5% and memberships grew 4.1%.
Okta Stock Climbs on Q1 Beat, AI Identity Push Offsets Sector Jitters
Okta shares jumped 5.8% after Q1 revenue of $765M and EPS of $0.91 beat estimates, fueled by AI agent identity management demand.