We track what corporate executives are buying, flag unusual patterns in congressional stock disclosures, and cut through the spin in public earnings reports, so you get what actually happened, not the version companies want you to hear.
0.2% identical sales growth against 265 bps of pharmacy, cyclospora, and egg headwinds. But EPS up 5%, ecommerce up 20%, retail media best since 2021. CEO Foran maintained profit guidance and said the opportunity is bigger than he thought when he started.
$1.2B Q4 revenue, ACV Auctions acquisition for $10B GMV platform, record 23.3% total loss frequency, $5.7B liquidity. The two businesses cover complementary segments — salvage and dealer wholesale — without competing for the same cars.
$209M Q2 revenue down 2.5%, comps -2.1%, Q3 guided -5.5% to -7%, EPS $0.00-$0.10 vs $0.55 last year. Lifestyle athletic footwear accounted for 70% of the US sales decline. Comparison math gets easier in Q4. Cash $97M, zero debt.
$98.2M revenue, EBITDA up 7% to $33.4M, guidance cut again. But $575M in gross debt, a special board committee on capital structure, and AI cannibalizing the coding business are the variables that determine Skillsoft's trajectory more than any product metric.
Revenue -4.5% YoY but +5.7% sequentially, fire at 52% of revenue, 410 bps sequential margin expansion to 37.7%. A UK GBP 220M framework win, fire services up 78%, and helmets up 41%. The structural repositioning story.
Record $2.03B revenue, all-flash arrays up 47% to $1.31B, non-GAAP EPS up 66%, operating margin 31.9%. The DataPelago acquisition, extra-week adjustment, and FY27 guidance raised to $8.1B midpoint.
$52.4M revenue above guidance, first positive free cash flow, 40% headcount cut saving $135M annually, DoD and USDA contracts. Siebel's restructuring thesis and what the flat full-year guidance implies about the pace of recovery.
Revenue -4%, comps -10%, Americas comps -12%, leggings -20%. A $134.5M IEEPA tariff refund added $0.86 to EPS and made the quarter look better than it was. Full-year guidance cut 7% at the midpoint. Stock fell 18%.
$112.6M revenue up 32%, EBITDA up 86%, return to profitability at $0.06 EPS. But full-year guidance of 5-7% growth implies H2 is roughly flat to down. The market share gains, 1854 lever-action momentum, and Springfield capex story.
$3.33B revenue, 21.7M active customers, Autoship at 84.6% of sales, full-year guidance raised — and the stock fell 4%. The timing-driven EBITDA beat and what the cautious H2 consumer outlook actually means for the business.
Adjusted EPS of $1.24 vs $0.57 expected, stock up 10%. But $13.3M came from one-time IEEPA tariff refunds — underlying EBITDA was $20.1M, not the reported $32.8M. The real turnaround signals worth tracking.
Record $641.6M revenue, adjusted EPS $1.66 beating estimates by $0.24, adjusted operating margin expanding 500 basis points. Revenue grew $82M while costs grew only $34M. The operating leverage model explained.
$15.92M Q2 revenue beating estimates by 65%, first-ever positive operating income and adjusted EBITDA. Up 148% YTD. The defense pivot, $30M+ in recent contracts, and the Merlin constellation launching October 2026.
Former cancer drug company now holds 233,644 ZEC worth ~$140M on a NASDAQ listing. Up 259% in August. Winklevoss-backed. Zero debt. But headline $39.4M net income is almost entirely unrealized securities gains — operating loss is $4.7M. The full picture.
RNXT moved from $0.87 to $2.52 — a 190% gain in seven weeks. Q3 is tracking to another record quarter. Analyst consensus target: $8.50. The commercial funnel at 21 of 200 potential centers, and what the stock is still pricing in 15 months early.
Adjusted EPS of $0.79 beat the $0.65 estimate by 21.5%. Revenue up just 1.3% with flat volumes. The market rewarded pricing discipline and free cash flow generation in a weak housing market — not top-line growth.
$875.7M revenue, EPS $1.16 vs $1.08 estimate, $296M free cash flow up 35%, $307M in buybacks. The IAM platform at 15.1% of ARR is the structural repositioning from e-signature utility to AI contract intelligence that most coverage missed.
MapQuest reached #1 overall free app in US and Canadian Apple App Stores. SST surged 49% on 47,000 times average daily volume. The debt restructuring, MCP server launch, and thin-float mechanics behind the move.
60% single-day gain on exclusive US distribution rights to Proibs from Calmino Group. FY2026 sales beat guidance at A$7.7M. IMM-529 FDA IND-cleared. A$9M cash. What the business actually is behind the move.
$909K record Q2 revenue up 61% sequentially, Phase III TIGeR-PaC trial enrollment complete, guidance raised to $3.75M-$4.25M. The 84% gross margin device business and the binary trial event most retail buyers are actually betting on.
$83.2M revenue up 25%, AirDial growing 75%, EBITDA up 74% to 15% margin. AT&T and Verizon are decommissioning copper phone lines across America and every building that has one needs to replace it — Ooma built the leading product for that.
98K deliveries down 11.5% YoY, vehicle margin collapsed from 19.4% to 9.4%, net loss RMB 1.7B. But the model refresh is complete, July recovered, RMB 87.5B in cash, and the in-house chip roadmap is ahead of schedule.
$1.82B revenue, 4.2% gross margin, RMB 697M net loss. But the new CEO used Q2 to reveal a RMB 1.99B investment portfolio targeting AI, robotics, and quantum computing — with a 5-year track record of strong exits.
$42.8M revenue, 40% net profit margin, zero debt, $250M+ in cash. The CEO's call had no Q&A. The LPG tanker market mechanics behind the numbers — and why the Hormuz disruption is helping, not hurting, shippers.
$591M Q2 revenue, BIGO Ads up 53%, Shopline up 29%, $3.06B net cash, and $359M returned to shareholders year-to-date. The three-engine growth story most Western coverage keeps missing.
EH posted RMB 77.9M in Q2 revenue up 203% QoQ with 61.2% gross margins. Then withdrew the full-year RMB 600M guidance. A general aviation accident in China changed the domestic regulatory timeline.
H1 revenue jumped from $6.3M to $130.8M. Google selected its infrastructure tech from 24 competitors. Full-year guidance: $360M. So why did RZLV fall 17% on results day? The cash and the H2 math.
H1 revenue up 99% to $78.4M, full-year guidance raised to $200M+. The 2027 target of $450-500M depends on Yotta GPU delivery, NeutraDC server commissioning, and site power readiness across three Asian countries.
Record FY2026 revenue of $202M, StarLink radio sales up 40% in Q4, $103M annualized recurring run rate, zero debt, $138M cash, dividend raised 13.3%. The flywheel model most coverage underexplains.
Record $182.3M revenue in Q2 follows a Q1 loss driven by a $59.7M regulatory penalty. Over 70% of new accounts now from Singapore and Hong Kong. The geographic pivot changes the business model.
Inflation-adjusted net income +44.6%, ROE to 12.2% — but NPLs at 6.09% and cost of risk at 7.13%. Management says Q2 is the NPL peak. The RIGI investment pipeline and what it means for credit growth.
Net sales down 2%, Old Navy comps down 4% — but the Gap brand posted its 11th consecutive positive comp quarter at +10%, gross margins expanded, and full-year EPS guidance was raised to $2.35-$2.45.
Record $659M net profit, VLCCs earning $153K/day, and FFA paper for 2028 trading near $100K/day. The geopolitical mechanics behind the generational tanker market.
$6.1B revenue, adjusted EPS up 19.3%, 8.5M members at an all-time high. The gas moat, the Texas expansion, and the SKU reduction strategy most coverage missed.
GMV up 18.9%, gross margin expanding, semiconductor GMV up 100-fold. China's largest industrial MRO marketplace finally turned profitable — here's what the business actually does.
Revenue down 61%, transaction volume down 74% — but cash jumped from RMB 43M to RMB 504M in one quarter. The AI technology pivot has more specifics than the headlines suggest.
Record $15.8B revenue, AI orders tripling, and a $1B restructuring on the same call. Here's what CSCO investors need to understand.
Revenue up 50%, gross margin jumped to 39% — but the burn rate math is the uncomfortable reality every MVIS holder needs to face.
Cespira revenue up 33%, losses narrowing fast — but the cash is thin and the second OEM clock is ticking.
$80.9M revenue, 19.5% net margin, and $1B+ in liquid assets on a company most investors have never heard of.
Record $2.35B revenue, up 26.9%. But gross margins slipped and aluminum cost headwinds are building.
B2B volume up 44%, core EBITDA hit a company record — but interest income is falling as rates drop.
Microsoft beat Q3 2026 estimates — but the number that should actually get your attention is the $190 billion they're spending this year.
Public stock trades disclosed by members of Congress, tracked and flagged when the timing looks worth a second look.
Paul Pelosi bought 15,000 BE shares plus 200 call options on July 24-28, disclosed August 21. Bloom had just reported 165% revenue growth and its first billion-dollar quarter. The position is up 66% since purchase. The trade structure replicates the profitable Nvidia options playbook.
Crenshaw disclosed buying USOU on June 1 — the same day he sold Apple, Amazon, Alphabet, and a leveraged financials ETF — while serving on Energy and Intelligence committees. Separately, he missed the STOCK Act deadline on Meta options trades around Meta earnings.
McCormick's spouse sold the entire GS position at January 2026 highs, then disclosed 10+ buys between July–August at lower prices — while McCormick chairs the Senate Banking Committee. The full trade timeline.
Trump's Q1 2026 OGE filing disclosed 3,642 trades worth $220M–$750M. The smaller positions — trucking, payroll, energy — overlap with White House policy decisions in ways the headline coverage keeps missing.
Rep. McGuire bought three Magnificent Seven names simultaneously on the same day tariff relief sent tech stocks surging — while sitting on the Cyber, IT, and Innovation Subcommittee.
Donalds executed a precise sector rotation on Liberation Day — dumping consumer and fintech, buying pharma and AI semis. With a Florida governor race underway, the timing deserves a closer look.
Notable open-market buys and cluster sells, SEC Form 4 filings decoded into signals you can actually follow.
Ryan Cohen bought 1,000,000 shares at $20.38 on September 10. Three directors bought in the same three-day window. GME holds $4.6B in cash, has a Bitcoin treasury strategy, and trades at $20. The coordinated cluster signal explained.
CEO Khosrowshahi bought $10M at $70.96 on September 10. COO Macdonald bought $5.3M at $75.83 on September 4. $15.3M combined from the two most senior executives in six days — and the CFO bought in February. Three executives, same price band, eight months apart.
President and COO Andrew Macdonald bought 70,000 shares at $75.83 average — an open market purchase, not RSU vesting — increasing his holdings 19.65%. The Q2 business context and why this is one of the cleaner large-cap insider signals of the year.
Director Mark Stevens sold $409M across three consecutive days as Nvidia announced the Hugging Face acquisition near peak prices. EVP Teter sold $6.5M the same week. What the selling pattern means alongside the biggest AI deal of 2026.
Cascade Investment bought RSG every single trading day August 10 through September 2 — 20 consecutive sessions, 4.3M shares, ~$950M. It's the same pattern as the May buying episode. Both triggered by RSG pullbacks.
Cascade Investment filed 6 Form 4s covering 15+ trading days of RSG purchases in August, totaling over $400M and 1.8M+ shares. The $25B position and the waste infrastructure thesis behind it.
CEO Eddie Wu bought $5M and Chairman Joe Tsai bought $10M in ordinary shares at $14–15 near multi-year lows — on top of an active corporate buyback. The regulatory backdrop and what the combined signal means.
After DKS plunged 27% on a Foot Locker-driven earnings miss and guidance slash, four board directors bought $3.7M open market within 48 hours. The Foot Locker problem, core Dick's strength, and what the cluster buy signals.
CEO Liu Dandan bought 2.97M shares at $1.20 — a $3.56M purchase on a $12M market cap company. PETZ is no longer a pet company. Here's what TDH Holdings actually does and how to read this signal.
Ernest Rady bought 271,168 AAT shares across four tranches. He already owns 13M shares and controls the company. When a founder buys more of something he already owns at this scale, that's the strongest insider signal that exists.
Charles R. Schwab sold $16.87M near 52-week highs — and six other insiders including the CRO, CTO, and Chief Banking Officer sold in the same 30-day window. The cluster breakdown most coverage missed.
Trade setups, insider buying, analyst calls, and market intelligence, before the bell, every business day.