Profit Turnaround+High Growth! Hidden Gems of Earnings Season?

This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.

$YIP'S CHEMICAL(00408)$   From a Modest Hong Kong Office to a Greater China Chemical Leader: Why Yip’s Chemical Deserves Investor Attention Few would have imagined that a small trading business founded in Hong Kong in 1971 would one day evolve into one of Greater China’s established specialty chemical groups. Yet this is precisely the path Yip’s Chemical Holdings has taken. The company was founded by Mr. Yip Choi-man as a modest operation supplying basic industrial chemicals to local factories. In its early years, Yip’s Chemical operated from a small office with only a handful of employees, relying on personal relationships, handwritten contracts, and long working hours. Rather than chasing aggressive expansion, management focused on reliabi
avatarnerdbull1669
2025-09-08

Can Oracle (ORCL) Earnings Show That It is On Track To Key AI Infrastructure Winner?

$Oracle(ORCL)$ is scheduled to report its fiscal Q1 2026 earnings after the market closes on Tuesday, September 9, 2025. Following a significant stock rally fueled by its AI-driven cloud momentum, this report will be a major test of the company's ability to execute on its ambitious growth targets. Revenue: Analysts are projecting total revenue of around $15.01 billion, suggesting a growth of over 12% from the prior-year quarter. Non-GAAP EPS: The consensus is for a non-GAAP EPS of $1.47, which would represent a 5.8% year-over-year increase. Summary of Oracle's Fiscal Q4 2025 Earnings Oracle reported a very strong finish to its fiscal year on June 11, 2025, with results that beat analyst expectations and underscored the company's momentum in the cl
Can Oracle (ORCL) Earnings Show That It is On Track To Key AI Infrastructure Winner?
avatarnerdbull1669
2025-09-02

Option Setup To Capture Credo Technology (CRDO) Earnings Move

$Credo Technology Group Holding Ltd(CRDO)$ is set to report its fiscal Q1 2026 earnings on September 3, 2025. Here is an analysis of what to watch for and potential short-term trading opportunities. Revenue and EPS: The consensus analyst estimates for Q1 2026 are revenue of around $190 million and This represents a significant year-over-year increase, reflecting the strong demand for Credo's products. The company's own guidance for the quarter is a revenue range of $185 million to $195 million. Beating or missing these estimates will be a primary driver of stock movement post-earnings. Summary of Credo Technology Group Holding Ltd (CRDO) Fiscal Q4 2025 Earnings Credo Technology Group Holding Ltd. (CRDO) reported a strong finish to its fiscal year,
Option Setup To Capture Credo Technology (CRDO) Earnings Move
avatarKYHBKO
2025-08-11

Oh Deere? Preview of the week staring 11 Aug 2025

Economic Calendar: Key Market Movers (week of 11Aug25) Public Holidays There are no public holidays in China, Singapore, America or Hong Kong. Observations Next week's key macroeconomic events will centre on the release of the Consumer Price Index (CPI), a primary indicator of inflation. Market participants are anticipating a rise in CPI, which could raise concerns among investors hoping for a reduction in interest rates by the Federal Reserve. This outcome may even prompt the Federal Reserve to consider an interest rate hike. Additionally, the Producer Price Index (PPI) is projected to increase to 0.2%, up from the previous month. The PPI serves as an early indicator of inflationary pressures on producers, which are often subsequently passed on to consumers. Further economic data will be
Oh Deere? Preview of the week staring 11 Aug 2025
avatarTiger_comments
2025-08-06

[Game] Growth Stocks on a Roller Coaster – Guess Who’s Next?

This week, growth stocks will shake the market. Let's check the stocks that have a big swing today.1. $Shopify(SHOP)$ jumps 17% as it forecasts third-quarter revenue above market estimatesIts AI features and platform upgrades boosted demand for its e-commerce services despite tariff-related uncertainty pressuring retail businesses.2. $BWX Technologies Inc(BWXT)$ jumped 17.79%. The supplier of nuclear components posted adjusted earnings of $1.02 a share on revenue of $764 million, beating expectations.3. $Astera Labs, Inc.(ALAB)$ surged nearly 16% as its Q2 revenue and earnings per share exceeded expectations, and the company raised its Q3 guidance.4.
[Game] Growth Stocks on a Roller Coaster – Guess Who’s Next?
avatarShyon
2025-08-08
I managed to avoid the worst of the drop this time, mainly because I have been a bit cautious with my growth stock exposure lately. The market has been showing signs of potential pullback, and with earnings season in full swing, I knew volatility could hit hard. I did not short any of these names, but I definitely breathed a sigh of relief that I was not holding some of the ones that plunged after their results. I still hold a few growth stocks in my portfolio, but I have been more selective compared to the past. Rather than chasing every high-growth name, I focus on companies with strong fundamentals, clear profitability paths, and resilient demand trends. For example, tech companies that are tied to AI infrastructure or mission-critical software feel more defensible to me right now compa
avatarTigerOptions
2025-08-22

Why Zoom Still Deserves Attention

When I look at $Zoom(ZM)$ today, I can’t help but reflect on how far the company has come since its pandemic-era highs. The stock, which once symbolized the stay-at-home economy, has spent the past few years battling investor skepticism about whether its growth could endure in a post-COVID world. But as of now, I find myself viewing Zoom with fresh interest. The company has transitioned from being a single-product video conferencing app into a broader enterprise communications platform, and that shift is finally starting to show results. Zoom’s latest earnings report reinforced this impression for me. Revenue in Q2 fiscal 2026 grew modestly, but what caught my eye was the improvement in operating efficiency. The company has maintained solid profitab
Why Zoom Still Deserves Attention
avatarTBI
2025-08-09

Signals, and Crypto.

Disclaimer: The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do
Signals, and Crypto.
avatarnerdbull1669
2025-08-26

Continued Growth Snowflake (SNOW), Profit Turnaround Earnings Hidden Gem

$Snowflake(SNOW)$ is scheduled to report its fiscal Q2 2026 earnings on August 27, 2025. The general sentiment is optimistic, with analysts expecting continued growth driven by the strong adoption of its data platform and new AI-driven products like Cortex. Revenue: The Zacks Consensus Estimate for revenue is pegged at approximately $1.09 billion, which would represent a 25% increase year-over-year. Product revenue, a key metric for the company, is expected to be in the range of $1.03 billion to $1.04 billion. Earnings Per Share (EPS): Non-GAAP earnings per share (EPS) are projected to be around $0.26, a significant increase from the prior year. Summary of Snowflake's Fiscal Q1 2026 Earnings Snowflake (SNOW) reported a strong start to fiscal 2026,
Continued Growth Snowflake (SNOW), Profit Turnaround Earnings Hidden Gem
avatarTiger_Earnings
2025-08-22

🎉6 high-growth stocks finally turned to profitability: OKTA, DASH, RELY & More

Hi Tigers! Below metrics mentioned below are explained here! CAGR = Growth potential. 2020 Net Margin = Past profitability snapshot. LTM Net Margin = Current profitability trend. Together, they tell the story of growth + profitability evolution, which is critical for evaluating performance.1. $Okta Inc.(OKTA)$Core Business & Latest Business Developments: Okta provides identity and access management solutions, helping organizations secure access to applications and data while enabling remote work. It has introduced new Workforce Identity Cloud capabilities, including Secure SaaS Service Accounts and Governance Analyzer, to address unmanaged SaaS accounts and improve governance decisions.Analyst Target Price Expectations: Morgan Stanley upgraded
🎉6 high-growth stocks finally turned to profitability: OKTA, DASH, RELY & More
avatarTiger_Contra
2025-07-30

💰SGX's High-dividend Stocks like BN4, U96, & AWI Show Robust Growth Potential

💰 Dividend Picks | Brave out the bad weather: BN4/U96/AWI 💰 U.S. stock markets experienced a broad decline, largely driven by a drop in technology stocks, partly easing risk-on sentiment.💹 $Keppel(BN4.SI)$/$SEMBCORP INDUSTRIES LTD(U96.SI)$/$Thakral(AWI.SI)$: Year-to-date gains range from 20% to 107%, with earnings reports set to be released soon.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.💰Join th
💰SGX's High-dividend Stocks like BN4, U96, & AWI Show Robust Growth Potential
avatarnerdbull1669
2025-08-27

Can Ulta Beauty (ULTA) Resilience In Beauty Sector Push For A Surprise Stock Rally?

$ulta beauty(ULTA)$ is scheduled to report its Q2 2026 earnings on Thursday, August 28, 2025. The general sentiment is cautiously optimistic, with the beauty retail sector showing some resilience despite broader consumer spending pressures. Analysts expect the company to deliver solid results driven by strong consumer demand in the beauty category. Revenue and EPS: The consensus among analysts is that Ulta will report Q2 revenue of approximately $2.66 billion and earnings per share (EPS) of around $4.99. This would represent a modest increase year-over-year. However, the EPS forecast is slightly lower than the prior year's reported EPS of $5.30. Summary of Ulta Beauty's Fiscal Q1 2026 Earnings Ulta Beauty (ULTA) delivered a strong performance in i
Can Ulta Beauty (ULTA) Resilience In Beauty Sector Push For A Surprise Stock Rally?

Estée Lauder Earnings Reveal Retailer Split; Technically Not Yet Oversold

1. $Estee Lauder(EL)$ Earnings Season & Retailer Divergence: What’s Driving the Stock? Quarterly Results & Guidance EL reported a 12% drop in sales to ~$3.41 billion and a deepening operating loss, prompting a ~5% stock drop. Adjusted earnings per share came in at $0.09, meeting expectations but guidance disappointed, projecting $1.90–$2.10 EPS versus ~$2.20 expected, which triggered a further ~7.6% slide. The net loss reached $546 million (or $1.51/share), driven by restructuring charges (~$527 million), impairment, and tax adjustments. Full-year sales declined 8% to $14.3 billion. Gross margins improved to ~74% thanks to cost-efficiencies and pricing, while net profits were hurt by restructuring. Tariff headwinds are expected to shave $100
Estée Lauder Earnings Reveal Retailer Split; Technically Not Yet Oversold
avatarnerdbull1669
2025-08-06

Pure-Play Voice AI - SoundHound AI, Expected Substantial Earnings Yet Not Yet Profitable

$SoundHound AI Inc(SOUN)$ is set to report its Q2 2025 financial results on Thursday, August 7, 2025, after the market closes. Following a year of significant volatility and a decline of over 40% year-to-date, investors are looking for signs of sustained growth and a path to profitability. The company, a pure-play in voice artificial intelligence, is expected to see a substantial increase in revenue, but remains unprofitable. Revenue: Analysts have a consensus revenue expectation of approximately $33.03 million for SoundHound AI's fiscal Q2 2025 earnings. This would represent a robust 145% increase compared to the same period last year. The market is looking for the company to demonstrate continued, strong top-line growth driven by the demand for
Pure-Play Voice AI - SoundHound AI, Expected Substantial Earnings Yet Not Yet Profitable
avatarnerdbull1669
2025-08-04

Can SMCI Earnings Help Push Semi As ARM and QCOM Might Not Be Enough?

$SUPER MICRO COMPUTER INC(SMCI)$ is scheduled to report its fiscal Q4 2025 earnings after the market closes on August 5, 2025. As a leading provider of high-performance servers, especially for AI and data center applications, SMCI's report is highly anticipated and will be closely watched for insights into the health of the AI infrastructure market. Revenue: The consensus for Q4 2025 revenue is around $5.9 billion, representing a year-over-year growth of about 11%. EPS (Earnings Per Share): Despite this strong top-line growth, analysts are forecasting a decline in earnings per share (EPS) to approximately $0.44, down from the same quarter last year. This is largely attributed to anticipated margin compression. Based on the current market landscape
Can SMCI Earnings Help Push Semi As ARM and QCOM Might Not Be Enough?
avatarXaddy_Analyst
2025-08-06

Earnings Season Fireworks: Which Growth Stock Will Soar the Highest?

Earnings season is in full swing, and growth stocks like Uber ( $Uber(UBER)$ ), Lyft ( $Lyft, Inc.(LYFT)$ ), Duolingo ( $Duolingo, Inc.(DUOL)$ ), Nebius Group ( $NEBIUS(NBIS)$ ), D-Wave Quantum ( $D-Wave Quantum Inc.(QBTS)$ ), and SoundHound AI (SOUN) are poised for explosive moves, with potential 10%+ swings in a single day. These companies, spanning ride-sharing, language learning, AI infrastructure, quantum computing, and voice AI, are at the forefront of high-growth sectors. With the S&P 500 at 6,297.36 and Nasdaq at 20,884.27, the market’s bullish momentum is tempered b
Earnings Season Fireworks: Which Growth Stock Will Soar the Highest?
avatarXaddy_Analyst
2025-08-02

Chip Titans Stumble: Were ARM and Qualcomm’s Earnings a Letdown?

The Q2 2025 earnings season has been a wild ride, and semiconductor giants ARM Holdings (ARM) and Qualcomm ( $Qualcomm(QCOM)$ ) have added fuel to the fire with results that sparked sharp market reactions. ARM’s shares slid over 8% after disappointing smartphone royalties overshadowed an otherwise solid earnings report, while Qualcomm, despite beating Wall Street expectations, saw its stock dip in extended trading due to a cautious Q4 outlook. With the S&P 500 at 6,297.36 and Nasdaq at 20,884.27, both at record highs, the market’s high expectations and a VIX at 15.94 signal volatility. Were ARM and Qualcomm’s earnings “not good enough” to sustain their momentum, or is this a buying opportunity in disguise? This deep dive explores their financi
Chip Titans Stumble: Were ARM and Qualcomm’s Earnings a Letdown?
avatarBarcode
2025-08-07
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🧠🔥⚔️ Nvidia Is Eating AMD’s Lunch: And the AI Buffet Isn’t Slowing ⚔️🔥🧠 I’m extremely confident we’re watching a structural bifurcation unfold. AMD’s data center growth is collapsing, credibility is eroding, and the charts have snapped. Meanwhile, Nvidia just printed $30.77B in data center revenue, gained another $72B in free cash flow, and has pulled within $1T of the entire EuroStoxx 50. Flash Verdict: Bullish $NVDA. Tactical Pause $AMD unless $168 is reclaimed. I’m tactically cautious on AMD until it proves its Q2 decline is a one-off and not the beginning of a demand downgrade cycle. I’m betting $NVDA hits $5T before AMD sees another $3.85B quarter in data c
avatarnerdbull1669
2025-07-30

Apple (AAPL) Earnings To Watch Gross Margin For Tariff Impact and Q4 Guidance For Apple Intelligence

$Apple(AAPL)$ is set to report its fiscal Q3 2025 earnings on Thursday, July 31, 2025, after market close. This is a seasonally weaker quarter for Apple, preceding its major fall product launches. EPS (Earnings Per Share): The consensus estimate is around $1.42 - $1.43, a slight increase from $1.40 in Q3 2024. Revenue: Analysts expect approximately $88.96 billion - $89.1 billion. This represents a modest year-over-year growth of roughly 3.7% and aligns with Apple's prior guidance of "low to mid-single-digit" revenue growth. Summary of Apple's Fiscal Q2 2025 Earnings (Ended March 29, 2025) Apple reported better-than-expected results for its fiscal second quarter of 2025, driven by strong Services growth and a modest rebound in iPhone sales. Revenue
Apple (AAPL) Earnings To Watch Gross Margin For Tariff Impact and Q4 Guidance For Apple Intelligence
avatarXaddy_Analyst
2025-07-28

Mega Earnings Week: Big Tech, Crypto, Finance—Which Sector Will Steal the Show?

The week of July 28-August 1, 2025, is a make-or-break moment for markets, with a deluge of earnings from technology, financial services, energy, and cryptocurrency sectors colliding with the Federal Reserve’s interest rate decision. The S&P 500’s record highs at 6,263.26 and Nasdaq’s 21,000 milestone reflect bullish sentiment, but a VIX at 15.94 and looming tariff risks signal volatility. Recent earnings have been a mixed bag—Alphabet’s modest 0.88% gain despite a beat and Tesla’s 4% drop on a miss highlight a market punishing weakness. Can this week’s heavyweights—Meta, Microsoft, Apple, Amazon, and others—lift the gloom shadowing the season? This report dives into the key catalysts, top stocks to watch, and strategic trading approaches to seize opportunities while managing risks. Ke
Mega Earnings Week: Big Tech, Crypto, Finance—Which Sector Will Steal the Show?