Question-and-Answer SessionBut I wanted to start off with an overview question. When you look at the businesses that constitute The Hartford, how do you see it as distinctive from key competitors in the marketplace.Christopher SwiftChairman & CEO Well, it's great to be back with you, Meyer. I always appreciate the invitation to be with you. I think we've been talking about it for a little bit now. I think The Hartford's a great strategic competitive advantages is our small to midsized enterprise focused and ...

Telsey Advisory Group analyst Joseph Feldman reaffirmed his Outperform rating and $130 price target on Dollar Tree Inc. DLTR after the discount retailer posted stronger-than-expected second-quarter results.DLTR is lagging behind market performance. Get the market research here.Earnings were 77 cents per share, including a 20-cent timing benefit from tariffs, beating Feldman’s estimate of 40 cents and the FactSet consensus of 42 cents. Comparable-store sales rose 6.5%, above his 5% forecast and the 5.4% cons ...

Figma Inc. FIG shares plunged nearly 19% Thursday following the release of its second-quarter results after Wednesday's market close. The company posted revenue of $249.64 million, significantly surpassing the consensus estimate of $228.2 million. This represents a 41% year-over-year increase from $177.20 million in the same quarter last year.Adjusted earnings for the quarter were 8 cents per share, missing the consensus estimate of 18 cents per share, but reflecting an increase over the 7 cents per share r ...

Core Insights - Salesforce (CRM) reported second-quarter fiscal 2026 non-GAAP earnings of $2.91 per share, exceeding the Zacks Consensus Estimate by 5.1%, with a year-over-year improvement of 13.7% [1][7] - The company's fiscal second-quarter revenues reached $10.2 billion, surpassing the Zacks Consensus Estimate by 1.02%, and reflecting a 10% year-over-year increase [1][7] Revenue Performance - The growth in both top and bottom lines was attributed to CRM's go-to-market strategy and a strong focus on customer success, alongside the integration of generative artificial intelligence (AI) into its offerings [2] - Subscription and Support revenues, which account for 94.8% of total revenues, increased by 11% year over year to $9.7 billion, while Professional Services and Other revenues declined by 3% to $546 million [3] - Within the Subscription and Support segment, Sales Cloud revenues grew 8% to $2.3 billion, Service Cloud revenues increased 8% to $2.5 billion, Marketing & Commerce Cloud revenues rose 3% to $1.4 billion, and Platform & Other revenues were up 16% to $2.1 billion [4] Geographic Performance - Revenues from the Americas, which represent 65.5% of total revenues, increased by 9% year over year to $6.74 billion, while EMEA revenues grew by 7% to $2.4 billion, and Asia Pacific revenues rose by 11% to $1.1 billion [5] Financial Metrics - Non-GAAP operating income was reported at $3.51 billion, a 12% increase from the previous year, with a non-GAAP operating margin expansion of 60 basis points to 34.3% [5] - The company ended the quarter with cash, cash equivalents, and marketable securities totaling $15.37 billion, down from $17.41 billion in the previous quarter [5] Future Guidance - For the third quarter of fiscal 2026, Salesforce projects total sales between $10.24 billion and $10.29 billion, indicating an 8-9% growth from the previous year [6] - The company has raised its fiscal 2026 revenue guidance to a range of $41.1 billion to $41.3 billion, reflecting an 8.5-9% year-over-year increase [9] - Non-GAAP earnings per share for fiscal 2026 are now expected to be in the range of $11.33 to $11.37, slightly higher than previous forecasts [10]

Key Takeaways Carlisle authorized an additional 7.5M share buyback to enhance shareholder returns.The new program adds to 1.2M shares still available under the company's existing plan.Buybacks may occur via open market, private deals or block trades with no set expiration.Carlisle Companies Incorporated (CSL) yesterday announced rewards for shareholders in the form of share buyback authorization.Under the buyback program, Carlisle has been authorized by its board of directors to repurchase up to an addition ...

Key Takeaways Mission Produce delivered record Q2 revenues of $380.3 million, up 28% year over year.AVO is expanding into mangos and blueberries, leveraging ripening and logistics expertise.Peru orchards rebounded after a poor harvest, with avocado volume set to rise 150% this season.Mission Produce, Inc. (AVO) is positioning itself as more than just an avocado giant. With record second-quarter fiscal 2025 revenues of $380.3 million, up 28% year over year, the company has showcased how its global sourcing a ...

Key Takeaways C3.ai posted a Q1 loss of 37 cents per share, wider than last year despite a narrow consensus beat.Revenues fell 19.4% year over year to $70.3M, with subscriptions and professional services both declining.Q2 FY26 guidance signals a 15-24% revenue drop and wider adjusted losses, pressuring investor sentiment.C3.ai, Inc. (AI) reported a loss per share in the first quarter of fiscal 2026 (ended July 31, 2025), which was marginally narrower than the Zacks Consensus Estimate but wider than the year ...

First-ever investigational device exemption clinical study for robotic-assisted hernia repair in the U.S. presented at the American Hernia Society annual meetingGALWAY, Ireland and NASHVILLE, Tenn., Sept. 4, 2025 /PRNewswire/ -- Medtronic plc (NYSE: MDT) today announced results from the Enable Hernia Repair clinical study evaluating the performance of the Hugo™ robotic-assisted surgery (RAS) system in inguinal and ventral hernia repair procedures. Enable Hernia Repair is the first-ever Investigational Devic ...

I am bullish on AeroVironment, Inc. (NASDAQ: AVAV ) with a target price of $300 (+25% upside from now). The company is at the heart of the new defense supercycle, producing drones, loitering munitions, and anti-drone systems. WithHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset management firm, ...

Lazard, Inc. (NYSE: LAZ ) has long been a ‘good co./bad co.’ type stock. On the one hand, you have a top-notch independent M&A advisory firm (>60% of revenue) with unique cross-border capabilities. On the other hand, you have a traditional asset management business (<40% of revenue) sufferingAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it ...