PLTR's risk-reward has improved, though aggressive growth and margin expansion must persist to sustain current pricing. Read ...

Full-year 2026 outlook was raised: CFO & COO Melamed moved to "total SaaS ARR of $814 million to $845 million" and "SaaS ARR growth of 20% to 21%, excluding conversions" from Q4’s prior full-year ...

FICO Q2 FY2026 earnings call recap: guidance raised, mortgage 10T pricing cut, B2B growth and buybacks—plus FHFA timing and VantageScore risks.

Q4 2025 earnings call: debt payoff, Virtus farmout adding 92 wells, June spud catalysts, hedging outlook & risks—read now.

Q1 2026 earnings call highlights: revenue up 15%, Banking/Gold growth, Rothera Q2 launch, Trump Accounts costs, risks—read now.

The London Company International Equity Portfolio fell 6.5% in Q1 2026, underperforming its benchmark. Read the full analysis ...

International markets faced volatility in early 2026 due to energy shocks and shifting rate expectations. Read the full ...

Alluvial Fund discusses FitLife Brands' recent challenges with Amazon algorithms and the success of its Irwin Naturals ...

Masco remains a Hold as DIY demand stays weak and commodity cost inflation threatens margins. Q1 2026 showed strong Plumbing ...

Q2 2026 earnings call insights: 11% revenue growth, raised FY26 outlook, AI/security momentum and margin risks from memory costs—read now.

Q1 2026 earnings call recap: revenue, EBITDA beat, raised 2026 profit outlook, Homes.com price hike May 1—read key takeaways.

Q1 2026 Earnings Call April 28, 2026 5:00 PM EDTCompany ParticipantsJohn Campbell - Vice President of Investor ...