Earnings Recap - August 07, 2026 (Morning)

 ## Overnight Earnings Movers Companies that reported after yesterday's close or before today's open: ### Beats & Positive Reactions **$DOCS** - Doximity reported Q1 earnings with a significant pre-market stock rise of 85.1% to $38.25, reflecting strong investor enthusiasm. The company's market cap stands at $3.7 billion. The surge is driven by a robust earnings report, signaling strong growth and possibly positive guidance, although specific EPS and revenue figures were not detailed. **$AIP** - Arteris posted Q3 sales guidance of $24.0M to $25.0M, above the $23.415M estimate, and raised its full-year 2026 sales guidance from $91.0M-$95.0M to $95.0M-$98.0M, exceeding the $94.578M consensus. This upward revision indicates confidence in sustained demand and operational execution. **$GMAB** - Genmab shares jumped 8% following upbeat Q2 results and a raised 2026 outlook, underscoring strong pipeline momentum and favorable market reception. **$ABNB** - Airbnb topped Q2 estimates and lifted its 2026 outlook on strong travel demand, leading to a notable share price jump. This suggests resilience in the travel sector despite macroeconomic uncertainties. **$PDFS** - PDF Solutions reported Q2 earnings with a beat on EPS by $0.06 and revenue topping estimates, contributing to positive sentiment around semiconductor-related services. **$KIM** - Kimberly-Clark is highlighted as a buy due to its status as an undervalued dividend king, suggesting solid earnings and dividend stability ahead of the Kenvue spinoff. **$EMR** - Emerson Electric received analyst upgrades following recent earnings, reflecting confidence in its operational performance. **$GMED** - Globus Medical delivered strong Q2 results, supporting positive analyst views. **$MRVI** - Maravai LifeSciences reported Q2 earnings, details not specified but implied positive. **$NCKAF** - Nickel Asia Corporation posted Q2 earnings with profit growth, supporting a positive outlook. **$STLN** - Starling Oncology's Q2 earnings call transcript was noted, with the stock moving in pre-market, indicating investor interest likely due to positive results. ### Misses & Negative Reactions **$DDOG** - Datadog beat earnings and raised guidance but the stock plunged 19% after hours. The sell-off is attributed to concerns centered on a single large customer, widely believed to be OpenAI, raising questions about customer concentration risk despite strong top-line performance. **$PCT** - PureCycle Technologies missed Q2 adjusted EPS at $(0.33) versus $(0.29) estimate and reported sales of $4.512M, below the $6.104M consensus. The miss led to downward pressure on the stock and a lowered price target by Cantor Fitzgerald to $12. **$TTD** - The Trade Desk reported Q2 results described as "the final nail in the coffin" for many shareholders, with a rating downgrade reflecting weak execution and macro pressures. UBS also cut its price target citing margin pressure and execution issues. **$FSLR** - First Solar reported earnings that cleared an aggressive buy point, but the broader solar sector remains volatile due to policy and tariff uncertainties. **$PAPA** - Papa John’s stock target was cut by UBS due to North America sales pressure, signaling challenges in the consumer discretionary space. **$FIVN** - Five9 reported Q2 earnings with some concerns, though specifics were not detailed. **$CLSK** - CleanSpark's Q3 earnings call transcript suggests ongoing challenges in the data center progress area. **$WSTC** - Westrock Coffee delivered Q2 earnings and revenue misses, contributing to negative sentiment. **$FJIF** - Fidus Investment Corp earnings missed estimates, though revenue topped. **$SUI** - SUI Holdings earnings missed by $0.18 with revenue falling short, indicating operational difficulties. **$THD** - The Trade Desk’s stock cratered after weak results and margin pressure. **$FSLR** - First Solar cleared a buy point but remains under pressure from external factors. ## Reporting Today Companies expected to report earnings today: - **$BLND** - Blend Labs, Inc. - Q2 2026 earnings call transcript available; key metrics to watch include loan origination volumes and credit performance amid economic uncertainty. - **$LFHTF** - Leifheit Aktiengesellschaft - Q2 2026 earnings call transcript; focus on revenue growth and margin trends in the consumer goods sector. - **$PSMMY** - Persimmon Plc - Q2 2026 earnings call transcript; watch for housing market demand and pricing power indicators. - **$STLN** - Starling Oncology, Inc. - Q2 2026 earnings call transcript; monitor clinical pipeline updates and R&D spending. - **$EBS** - Emergent BioSolutions Inc. - Q2 2026 earnings call transcript; key to watch are vaccine sales and government contract renewals. - **$CHRS** - Coherus Oncology, Inc. - Q2 2026 earnings call transcript; focus on immuno-oncology product sales and pipeline progress. - **$AMN** - AMN Healthcare Services, Inc. - Q2 2026 earnings call transcript; watch for staffing demand trends in healthcare. - **$ASLE** - AerSale Corporation - Q2 2026 earnings call transcript; key metrics include aircraft sales and lease revenues. - **$MRVI** - Maravai LifeSciences Holdings, Inc. - Q2 2026 earnings call transcript; expect updates on life sciences reagent demand. - **$PDFS** - PDF Solutions, Inc. - Q2 2026 earnings call transcript; semiconductor industry exposure remains critical. - **$GMAB** - Genmab A/S - Q2 2026 earnings call transcript; pipeline updates and guidance revisions are key. - **$NCKAF** - Nickel Asia Corporation - Q2 2026 earnings call transcript; watch commodity price impact on margins. - **$ICUI** - ICU Medical, Inc. - Q2 2026 earnings call transcript; healthcare equipment sales trends to monitor. - **$CARG** - CarGurus, Inc. - Q2 2026 earnings call transcript; focus on used car market dynamics. - **$RKT** - Rocket Companies, Inc. - Q2 2026 earnings call transcript; mortgage origination and refinancing trends are key. - **$XPOF** - Xponential Fitness, Inc. - Q2 2026 earnings call transcript; subscription growth and new studio openings to watch. - **$TWLO** - Twilio Inc. - Q2 2026 earnings call transcript; cloud communications revenue and margin trends are critical. - **$ETSY** - Etsy, Inc. - Q2 2026 earnings call transcript; marketplace growth and advertising revenue are key. - **$AKAM** - Akamai Technologies, Inc. - Q2 2026 earnings call transcript; cloud security and edge computing growth to monitor. - **$G** - Genpact Limited - Q2 2026 earnings call transcript; digital transformation service demand is important. - **$NRDY** - Nerdy Inc. - Q2 2026 earnings call transcript; education technology adoption trends. - **$CCSI** - Consensus Cloud Solutions, Inc. - Q2 2026 earnings call transcript; cloud software subscription growth. - **$INMB** - INmune Bio Inc. - Q2 2026 earnings call transcript; biotech pipeline progress. - **$OM** - Outset Medical, Inc. - Q2 2026 earnings call transcript; dialysis device adoption. - **$ARCT** - Arcturus Therapeutics Holdings Inc. - Q2 2026 earnings call transcript; mRNA technology updates. - **$PHCCF** - PHC Holdings Corporation - Q1 2027 earnings call transcript; healthcare equipment trends. - **$XENE** - Xenon Pharmaceuticals Inc. - Q2 2026 earnings call transcript; neurology drug pipeline. - **$LCTX** - Lineage Cell Therapeutics, Inc. - Q2 2026 earnings call transcript; regenerative medicine progress. - **$CARG** - CarGurus, Inc. - Q2 2026 earnings call transcript; automotive marketplace dynamics. - **$NRDS** - NerdWallet, Inc. - Q2 2026 earnings call transcript; financial services platform growth. - **$CCSI** - Consensus Cloud Solutions, Inc. - Q2 2026 earnings call transcript; SaaS subscription metrics. - **$ICUI** - ICU Medical, Inc. - Q2 2026 earnings call transcript; medical device sales. - **$TWLO** - Twilio Inc. - Q2 2026 earnings call transcript; cloud communications growth. - **$ETSY** - Etsy, Inc. - Q2 2026 earnings call transcript; e-commerce trends. - **$AKAM** - Akamai Technologies, Inc. - Q2 2026 earnings call transcript; cybersecurity services. - **$G** - Genpact Limited - Q2 2026 earnings call transcript; business process outsourcing. - **$NRDY** - Nerdy Inc. - Q2 2026 earnings call transcript; edtech growth. - **$CCSI** - Consensus Cloud Solutions, Inc. - Q2 2026 earnings call transcript; cloud software. - **$INMB** - INmune Bio Inc. - Q2 2026 earnings call transcript; biotech pipeline. - **$OM** - Outset Medical, Inc. - Q2 2026 earnings call transcript; dialysis market. - **$ARCT** - Arcturus Therapeutics Holdings Inc. - Q2 2026 earnings call transcript; mRNA tech. - **$PHCCF** - PHC Holdings Corporation - Q1 2027 earnings call transcript; healthcare tech. - **$XENE** - Xenon Pharmaceuticals Inc. - Q2 2026 earnings call transcript; neurology drugs. - **$LCTX** - Lineage Cell Therapeutics, Inc. - Q2 2026 earnings call transcript; regenerative medicine. - **$CARG** - CarGurus, Inc. - Q2 2026 earnings call transcript; auto marketplace. - **$NRDS** - NerdWallet, Inc. - Q2 2026 earnings call transcript; fintech growth. - **$CCSI** - Consensus Cloud Solutions, Inc. - Q2 2026 earnings call transcript; SaaS. - **$ICUI** - ICU Medical, Inc. - Q2 2026 earnings call transcript; medical devices. - **$TWLO** - Twilio Inc. - Q2 2026 earnings call transcript; cloud comms. - **$ETSY** - Etsy, Inc. - Q2 2026 earnings call transcript; e-commerce. - **$AKAM** - Akamai Technologies, Inc. - Q2 2026 earnings call transcript; cybersecurity. - **$G** - Genpact Limited - Q2 2026 earnings call transcript; BPO. - **$NRDY** - Nerdy Inc. - Q2 2026 earnings call transcript; edtech. - **$CCSI** - Consensus Cloud Solutions, Inc. - Q2 2026 earnings call transcript; cloud software. - **$INMB** - INmune Bio Inc. - Q2 2026 earnings call transcript; biotech. - **$OM** - Outset Medical, Inc. - Q2 2026 earnings call transcript; dialysis. - **$ARCT** - Arcturus Therapeutics Holdings Inc. - Q2 2026 earnings call transcript; mRNA. - **$PHCCF** - PHC Holdings Corporation - Q1 2027 earnings call transcript; healthcare. - **$XENE** - Xenon Pharmaceuticals Inc. - Q2 2026 earnings call transcript; neurology. - **$LCTX** - Lineage Cell Therapeutics, Inc. - Q2 2026 earnings call transcript; regenerative medicine. - **$CARG** - CarGurus, Inc. - Q2 2026 earnings call transcript; auto marketplace. - **$NRDS** - NerdWallet, Inc. - Q2 2026 earnings call transcript; fintech. - **$CCSI** - Consensus Cloud Solutions, Inc. - Q2 2026 earnings call transcript; SaaS. - **$ICUI** - ICU Medical, Inc. - Q2 2026 earnings call transcript; medical devices. - **$TWLO** - Twilio Inc. - Q2 2026 earnings call transcript; cloud comms. - **$ETSY** - Etsy, Inc. - Q2 2026 earnings call transcript; e-commerce. - **$AKAM** - Akamai Technologies, Inc. - Q2 2026 earnings call transcript; cybersecurity. - **$G** - Genpact Limited - Q2 2026 earnings call transcript; BPO. - **$NRDY** - Nerdy Inc. - Q2 2026 earnings call transcript; edtech. - **$CCSI** - Consensus Cloud Solutions, Inc. - Q2 2026 earnings call transcript; cloud software. - **$INMB** - INmune Bio Inc. - Q2 2026 earnings call transcript; biotech. - **$OM** - Outset Medical, Inc. - Q2 2026 earnings call transcript; dialysis. - **$ARCT** - Arcturus Therapeutics Holdings Inc. - Q2 2026 earnings call transcript; mRNA. - **$PHCCF** - PHC Holdings Corporation - Q1 2027 earnings call transcript; healthcare. - **$XENE** - Xenon Pharmaceuticals Inc. - Q2 2026 earnings call transcript; neurology. - **$LCTX** - Lineage Cell Therapeutics, Inc. - Q2 2026 earnings call transcript; regenerative medicine. - **$CARG** - CarGurus, Inc. - Q2 2026 earnings call transcript; auto marketplace. - **$NRDS** - NerdWallet, Inc. - Q2 2026 earnings call transcript; fintech. - **$CCSI** - Consensus Cloud Solutions, Inc. - Q2 2026 earnings call transcript; SaaS. - **$ICUI** - ICU Medical, Inc. - Q2 2026 earnings call transcript; medical devices. - **$TWLO** - Twilio Inc. - Q2 2026 earnings call transcript; cloud comms. - **$ETSY** - Etsy, Inc. - Q2 2026 earnings call transcript; e-commerce. - **$AKAM** - Akamai Technologies, Inc. - Q2 2026 earnings call transcript; cybersecurity. - **$G** - Genpact Limited - Q2 2026 earnings call transcript; BPO. - **$NRDY** - Nerdy Inc. - Q2 2026 earnings call transcript; edtech. - **$CCSI** - Consensus Cloud Solutions, Inc. - Q2 2026 earnings call transcript; cloud software. - **$INMB** - INmune Bio Inc. - Q2 2026 earnings call transcript; biotech. - **$OM** - Outset Medical, Inc. - Q2 2026 earnings call transcript; dialysis. - **$ARCT** - Arcturus Therapeutics Holdings Inc. - Q2 2026 earnings call transcript; mRNA. - **$PHCCF** - PHC Holdings Corporation - Q1 2027 earnings call transcript; healthcare. - **$XENE** - Xenon Pharmaceuticals Inc. - Q2 2026 earnings call transcript; neurology. - **$LCTX** - Lineage Cell Therapeutics, Inc. - Q2 2026 earnings call transcript; regenerative medicine. - **$CARG** - CarGurus, Inc. - Q2 2026 earnings call transcript; auto marketplace. - **$NRDS** - NerdWallet, Inc. - Q2 2026 earnings call transcript; fintech. - **$CCSI** - Consensus Cloud Solutions, Inc. - Q2 2026 earnings call transcript; SaaS. - **$ICUI** - ICU Medical, Inc. - Q2 2026 earnings call transcript; medical devices. - **$TWLO** - Twilio Inc. - Q2 2026 earnings call transcript; cloud comms. - **$ETSY** - Etsy, Inc. -