Core Insights - Deere & Company reported Q4 earnings of $3.93 per share, exceeding the consensus estimate of $3.85, but shares fell 5% due to softer demand in large agriculture and ongoing tariff challenges [1] - Q4 revenue increased by 11% year over year to $12.39 billion, significantly surpassing the estimated $9.82 billion, although net income declined by 14% to $1.065 billion from $1.245 billion a year earlier [1] - For fiscal 2025, net income was $5.027 billion, or $18.50 per share, representing a 29% decline from $7.100 billion in fiscal 2024, with annual revenue falling 12% to $45.684 billion [2] - Looking ahead, Deere projected fiscal 2026 net income between $4.00 billion and $4.75 billion, indicating continued pressure in its core end markets [2]

Core Insights - Workday reported stronger fiscal third-quarter results with a revenue increase of 12.6% to $2.432 billion, driven by subscription revenue growth of 14.6% year over year [1] - Despite positive earnings of $2.32 per share, which exceeded analyst expectations of $2.17, shares fell more than 9% due to concerns over costs associated with AI expansion [1] - The company raised its full-year subscription guidance, anticipating fiscal 2026 subscription revenue of $8.828 billion, representing a 14% growth [2] Financial Performance - Revenue for the third quarter reached $2.432 billion, with subscription revenue at $2.244 billion [1] - Earnings per share were reported at $2.32, surpassing the expected $2.17 [1] - For the quarter ending January 2026, Workday guided to subscription revenue of $2.355 billion, an increase of 15.5% [3] Growth Initiatives - Workday cited broad customer demand and accelerating adoption of AI-powered finance and HR tools as key drivers of growth [2] - CFO Zane Rowe indicated that the Q3 performance reflected progress across multiple growth initiatives [2] - The company projects a non-GAAP operating margin of roughly 29% for fiscal 2026 [2] and at least 28.5% for the quarter ending January 2026 [3]

Core Insights - PagerDuty, Inc. shares dropped over 24% following the release of Q3 fiscal 2026 results, which exceeded earnings forecasts but fell short of revenue expectations, alongside a reduction in full-year sales outlook [1] Financial Performance - The company reported quarterly revenue of $124.5 million, representing a 4.7% year-over-year increase but below the consensus estimate of $125.41 million [2] - Adjusted EPS was $0.33, surpassing the expected $0.25, and the company achieved GAAP profitability for the second consecutive quarter with an operating income of $8.1 million [2] Guidance and Outlook - Full-year revenue guidance was revised down to $490 million to $492 million from a previous range of $493 million to $497 million, which is also below the consensus of $498 million [3] - The adjusted EPS forecast was raised to $1.11 to $1.12, exceeding expectations of $1.02 [3] - For Q4, PagerDuty anticipates revenue between $122 million and $124 million and adjusted EPS of $0.24 to $0.25 [4] Key Metrics - Annual Recurring Revenue (ARR) increased by 3% to $497 million [3] - The number of customers with over $100,000 in ARR grew by 5% to 867 [3] - Dollar-based net retention rate decreased to 100% from 107% a year prior [3]

Core Insights - NetApp Inc. reported fiscal second-quarter results that exceeded analyst expectations, driven by increased adoption of AI workloads and cloud storage services [1][2] - The company's shares fell over 2% despite the positive earnings report [1] Financial Performance - Adjusted earnings for the quarter ended October 24, 2025, were $2.05 per share, surpassing the consensus estimate of $1.89 [1] - Revenue increased by 3% year over year to $1.71 billion, slightly above the estimated $1.69 billion [1] Segment Performance - All-flash array revenue grew by 9% to $1.0 billion [2] - Public cloud revenue reached $171 million, with first-party and marketplace storage services experiencing a growth of 32% [2] - The company achieved a record Q2 adjusted operating margin of 31.1% [2] Future Guidance - For fiscal 2026, NetApp projected adjusted EPS between $7.75 and $8.05, with a midpoint of $7.90, which is above the $7.75 consensus [2] - Revenue guidance for fiscal 2026 is set between $6.63 billion and $6.88 billion, aligning with market expectations [2]

Core Insights - Dell Technologies experienced a share price increase of over 6% following the release of stronger-than-expected revenue and earnings guidance for the current quarter [1] Group 1: Quarterly Performance - The company anticipates fourth-quarter revenue between $31 billion and $32 billion, significantly higher than the $27.59 billion estimate from LSEG via Reuters [1] - Adjusted earnings per share (EPS) are projected at $3.50, surpassing the expected $3.21 [1] Group 2: Full-Year Guidance - Dell raised its fiscal 2026 revenue forecast to between $111.2 billion and $112.2 billion, an increase from the previous guidance of $105 billion to $109 billion [2] - Adjusted EPS guidance was also increased to $9.92, with the company maintaining preliminary expectations of at least 15% per-share profit growth [2]

Core Insights - Autodesk Inc. reported stronger-than-expected third-quarter fiscal 2026 results, with earnings and revenue exceeding analyst forecasts, leading to a full-year guidance raise [1][2] - Shares of Autodesk advanced more than 3% following the announcement [1] Financial Performance - The company posted adjusted earnings of $2.67 per share, surpassing the consensus estimate of $2.50 [2] - Revenue increased by 18% year over year to $1.85 billion, exceeding expectations of $1.81 billion, indicating broad strength across business lines [2] Future Outlook - Autodesk raised its fiscal 2026 outlook, now anticipating adjusted EPS of $10.18 to $10.25, significantly above the $9.95 analyst consensus [2] - Full-year revenue is projected to be between $7.15 billion and $7.17 billion [2] - For the fiscal fourth quarter, the company expects revenue of $1.90 billion to $1.92 billion, with adjusted EPS estimated at $2.59 to $2.67 [3]

Core Viewpoint - CleanSpark, Inc. continues to receive a "Buy" rating from B. Riley, despite a lowered price target from $25 to $22, while the stock price is currently at $12.49 [1][6] Financial Performance - CleanSpark reported earnings of $1.12 per share for fiscal year 2025, missing the Zacks Consensus Estimate of $1.45, but showing improvement from a loss of $0.69 per share in the previous fiscal year [2] - The company's revenues surged by 102.2% year over year, reaching $766.3 million, driven by increased Bitcoin production and higher average revenue per coin, although it fell short of the consensus estimate of $783.9 million [3][4] - CleanSpark achieved an operating income of $318 million and an adjusted EBITDA of $823.4 million, indicating improved margins despite not meeting market expectations [4] Stock Performance - Following the fiscal results, CleanSpark's stock experienced a 3.4% decline in extended trading [2] - The current stock price is $12.84, reflecting an increase of approximately 8.59% or $1.02, with fluctuations between a low of $12.10 and a high of $12.98 on the same day [5] - Over the past year, the stock has reached a high of $23.61 and a low of $6.45, with a market capitalization of approximately $3.62 billion and a trading volume of 15.79 million shares on NASDAQ [5]

Core Insights - Li Auto Inc. reported a third-quarter EPS of -$0.05, missing the estimated EPS of $0.04, but exceeded revenue expectations with approximately $3.84 billion [1][5] - The company experienced a 24% decline in stock price this year, primarily due to falling sales and earnings amid challenging economic conditions in China [2][5] - Vehicle deliveries reached 93,211 units, marking a 39% decrease compared to the same period last year, indicating significant sales pressure [3][5] Financial Metrics - Li Auto's price-to-earnings (P/E) ratio is approximately 16.69, while the price-to-sales ratio stands at about 0.94, suggesting investors are paying less than one dollar for every dollar of sales [4] - The enterprise value to sales ratio is around 0.71, reflecting the company's valuation relative to its revenue [4] - The company maintains a relatively low debt-to-equity ratio of approximately 0.23, indicating a strong balance sheet [4] Market Presence - Li Auto operates 542 retail stores across 157 cities and 546 servicing centers in 225 cities, maintaining a strong infrastructure presence in the Chinese market [3][5]

Core Insights - Dell Technologies Inc. is making significant advancements in the AI hardware sector, positively influencing its market performance [1] - UBS has set a price target of $167 for Dell, indicating a potential upside of approximately 32.62% from its current trading price of $125.92 [2][6] - The company's stock has shown resilience, maintaining stability after forming a double-bottom pattern, suggesting a potential rebound [2] Financial Performance - Dell reported earnings of $1.55 billion, or $2.28 per share, an increase from $1.17 billion, or $1.64 per share, in the same period last year [4] - Adjusted earnings were $2.59 per share, exceeding analysts' expectations of $2.47 [4] - Revenue for the quarter was $27.01 billion, reflecting an 11% year-on-year growth, although it slightly missed the consensus estimate of $27.16 billion [4] Market Activity - Dell's stock increased by 3.20% in extended trading hours, rising to $130 from a low of $117.40 earlier this month [3] - The company has raised its full-year sales forecast to a range of $111.2 to $112.2 billion, driven by strong demand for AI-related products [3][6] - Dell's market capitalization is approximately $84.67 billion, with a trading volume of 14,726,111 shares [5]

Core Viewpoint - Ondas Holdings Inc. is positioned for growth following the acquisition of Robo-Team Holdings Ltd., which is expected to enhance its capabilities and revenue potential [2][3][4] Group 1: Company Overview - Ondas Holdings Inc. operates in the wireless data solutions and autonomous systems sectors through its Ondas Networks and Ondas Autonomous Systems divisions [1] - The company competes with other technology firms in the wireless and autonomous systems markets [1] Group 2: Acquisition Details - Ondas has announced a definitive agreement to acquire Robo-Team Holdings Ltd., known for its tactical unmanned ground vehicles used by defense customers globally [2][3] - The acquisition is expected to significantly enhance Ondas' capabilities by integrating Roboteam's multi-mission tactical ground robotics, expanding its mission portfolio [3] Group 3: Financial Impact - Ondas anticipates that the acquisition will contribute an additional $3 to $4 million in revenue in Q4 2025 and at least $30 million in 2026 [4] - The acquisition will also improve Ondas' system-of-systems architecture, unifying various platforms for defense and public safety missions [4] Group 4: Stock Performance - The current stock price of ONDS is $8.44, reflecting a decrease of 3.21% or $0.28 [5] - The stock has fluctuated between a low of $8.07 and a high of $8.88 during the trading day, with a market capitalization of approximately $3.11 billion [5][6] - Over the past year, ONDS has reached a high of $11.70 and a low of $0.57 [5]