Cisco investors aren't the only victors from the network company's blowout earnings on Wednesday night: Broadcom shareholders also picked up a win. Shares of Cisco surged 15% on Thursday to a new record high, after posting results and guidance that topped Wall Street's expectations. More importantly, the report highlighted the rising demand for networking solutions tied to the AI data center build...
Cisco investors aren't the only victors from the network company's blowout earnings on Wednesday night: Broadcom shareholders also picked up a win. Shares of Cisco surged 15% on Thursday to a new record high, after posting results and guidance that topped Wall Street's expectations. More importantly, the report highlighted the rising demand for networking solutions tied to the AI data center buildout. Cisco said it has received $5.3 billion in artificial intelligence infrastructure and hyperscaler orders so far this year, and raised its expected orders for the fiscal year to $9 billion, up from $5 billion. Those positive vibes extended to Broadcom , which jumped more than 5% and also hit a new high. Broadcom is known for designing custom AI chips for hyperscalers such as Alphabet and Meta . But it also has a robust networking business that should benefit from this wave of AI spending. In fact, Wells Fargo analysts raised Broadcom's price target to $545 a share from $430 Thursday, saying the company's AI networking momentum is "underappreciated and a source of upside." "It feels like there's a bit of a networking super cycle that we're entering right now," Cisco CEO Chuck Robbins told Jim Cramer Thursday morning on CNBC, adding that years before the AI boom, many doubted the future value of networking solutions and hardware. But today, networking equipment is critical to directing traffic in data centers . After examining Cisco's latest earnings and listening to its investor call, here are the key read-throughs to Broadcom, which reports earnings on June 3. 1. Big cloud companies are buying more of Cisco's networking gear. Robbins said hyperscaler AI infrastructure orders hit $1.9 billion for the quarter, up from $600 million a year ago, citing strong growth in both Cisco's Silicon One systems and market-leading Acacia optics. Cisco's Silicon One offering delivers routing and switching capabilities for AI and networking needs. Cisco received a total of $5.3 billion i...
Douglas Rissing/iStock via Getty Images Claritev ( CTEV ) dropped 15% amid a report that the company is being investigated by the Justice Department over antitrust concerns. The DOJ has started a criminal price-fixing probe into Claritev ( CTEV ), according to traders, who cited a Capitol Forum report that was circulating on Thursday. Officials are talking to third parties and investigating the co...
Douglas Rissing/iStock via Getty Images Claritev ( CTEV ) dropped 15% amid a report that the company is being investigated by the Justice Department over antitrust concerns. The DOJ has started a criminal price-fixing probe into Claritev ( CTEV ), according to traders, who cited a Capitol Forum report that was circulating on Thursday. Officials are talking to third parties and investigating the company's Data iSight pricing tool. Claritev, previously known as MultiPlan, didn't immediately respond to Seeking Alpha's request for comment. More on Claritev Claritev Corporation (CTEV) Presents at Bank of America Global Healthcare Conference 2026 Transcript Claritev Corporation (CTEV) Q1 2026 Earnings Call Transcript Claritev Corporation 2026 Q1 - Results - Earnings Call Presentation Claritev targets $80M-$100M ACV bookings in 2026 while raising revenue outlook to $985M-$1B Claritev GAAP EPS of -$4.41 misses by $0.34, revenue of $244.7M beats by $6.11M
MIRAMAR, Fla., May 14, 2026 (GLOBE NEWSWIRE) -- HCW Biologics Inc. (the “Company” or “HCW Biologics”) (NASDAQ: HCWB), a clinical-stage biopharmaceutical company focused on developing transformative fusion immunotherapeutics to treat autoimmune disease, cancer and senescence-associated dysplasia, today reported financial results and recent business highlights for the three months ended March 31, 20...
MIRAMAR, Fla., May 14, 2026 (GLOBE NEWSWIRE) -- HCW Biologics Inc. (the “Company” or “HCW Biologics”) (NASDAQ: HCWB), a clinical-stage biopharmaceutical company focused on developing transformative fusion immunotherapeutics to treat autoimmune disease, cancer and senescence-associated dysplasia, today reported financial results and recent business highlights for the three months ended March 31, 2026.
Morgan Stanley’s US Thematic Research Head Michelle Weaver discusses the central themes in the market, with AI implementation and quantification at the center of it all. She speaks with Katie Greifeld on “The Close.” (Source: Bloomberg)
Morgan Stanley’s US Thematic Research Head Michelle Weaver discusses the central themes in the market, with AI implementation and quantification at the center of it all. She speaks with Katie Greifeld on “The Close.” (Source: Bloomberg)
Anthony Grieco, Cisco’s SVP and chief security and trust officer, did not hesitate when VentureBeat asked whether rogue agent incidents are reaching Cisco’s customer base. "A hundred percent. We see them regularly," Grieco told VentureBeat in an exclusive interview at RSAC 2026. "I've heard some that I can't repeat, but they do get to the places of, you know, agents are doing things that they thin...
Anthony Grieco, Cisco’s SVP and chief security and trust officer, did not hesitate when VentureBeat asked whether rogue agent incidents are reaching Cisco’s customer base. "A hundred percent. We see them regularly," Grieco told VentureBeat in an exclusive interview at RSAC 2026. "I've heard some that I can't repeat, but they do get to the places of, you know, agents are doing things that they think are the right things to do." The incidents Grieco described follow a consistent pattern: authentication passes, identity checks clear. The agent is exactly who it claims to be. Then it accesses data it was never scoped to touch or takes an action nobody authorized at that level of granularity. The failure is not identity; it's authorization. "The business is saying things like, we're gonna have 500 agents per employee," Grieco told VentureBeat. "The security leaders are really focused on how to make sure that we do that securely." Cisco’s State of AI Security 2026 report found that 83% of organizations planned to deploy agentic capabilities, but only 29% felt prepared to secure them. Five vendors shipped agent identity frameworks at RSAC 2026. None closed every gap. That includes Cisco. VentureBeat mapped four authorization gaps across Grieco’s exclusive interview and five independent sources. The prescriptive matrix at the end of this story is what to do about them. The authorization gap nobody has closed yet Grieco came up through Cisco's engineering and threat research organizations before taking a role that straddles both sides of the company's security operation: building the products Cisco sells and running the program that defends Cisco itself. The authorization gap he described is specific and operational. "This agent here is a finance agent, but even if it's a finance agent, it shouldn't access all finance data," Grieco told VentureBeat. "It should access the expense reports, and not just expense reports, but the individual expense reports at a particular time. G...
Electrovaya press release ( ELVA ): Q2 GAAP EPS of $0.02 beats by $0.01 . Revenue of $18M beats by $0.3M . Positive Financial Outlook & Fiscal 2026 Guidance: The Company anticipates continued growth into FY2026 with estimated revenue growth to exceed 30% over FY 2025 (in excess of $83 million) driven by continuing demand from the Company's largest end users of material handling batteries and our e...
Electrovaya press release ( ELVA ): Q2 GAAP EPS of $0.02 beats by $0.01 . Revenue of $18M beats by $0.3M . Positive Financial Outlook & Fiscal 2026 Guidance: The Company anticipates continued growth into FY2026 with estimated revenue growth to exceed 30% over FY 2025 (in excess of $83 million) driven by continuing demand from the Company's largest end users of material handling batteries and our entry into additional market verticals. This guidance is prepared by taking into account its existing purchase orders, along with anticipated pipeline from its key end users and customers. This guidance may be affected by a percentage of anticipated revenue that potentially may be deferred to FY 2027. Revenue guidance is subject to change and is made barring any unforeseen circumstances, including evolving geopolitical and economic conditions that have recently emerged and may impact supply chains, customer demand, and the timing of revenue realization. See "Forward-Looking Statements." More on Electrovaya Inc. Electrovaya Inc. (ELVA:CA) Discusses Battery Technology Advancements and Business Growth Strategy Transcript Electrovaya: An Ideal Time To Buy This Profitable Battery Tech Specialist Electrovaya Inc. (ELVA:CA) Q1 2026 Earnings Call Transcript Historical earnings data for Electrovaya Inc. Financial information for Electrovaya Inc.
milindri/iStock via Getty Images Figma ( FIG ) shares increased 8% after releasing its first quarter 2026 financial results post-market on Thursday, which featured a 46% year-over-year revenue surge. For the quarter ended March 31, the digital design tool company reported adjusted earnings per share of $0.10 versus the consensus estimate of $0.06. GAAP loss per share was $0.27 compared to the loss...
milindri/iStock via Getty Images Figma ( FIG ) shares increased 8% after releasing its first quarter 2026 financial results post-market on Thursday, which featured a 46% year-over-year revenue surge. For the quarter ended March 31, the digital design tool company reported adjusted earnings per share of $0.10 versus the consensus estimate of $0.06. GAAP loss per share was $0.27 compared to the loss per share estimate of $0.26. Revenue for the first quarter increased 46% year over year to $333.4M, which was more than the $316M estimate. Its adjusted operating income was $52.1M. The company expects second-quarter revenue to range from $348M to $350M, which is well above the $329M estimate. Figma also increased its full-year revenue guidance to range from $1.42B to $1.43B, which is more than the $1.37B consensus. It expects its adjusted operating income to range from $125M to $135M. "When code is a commodity, design is the competitive edge—the craft, point of view, and human judgment that make a great product rise above the rest," said Figma CEO and co-founder Dylan Field. "Our outperformance in Q1 was fueled by stronger-than-expected seat expansion across entire organizations, driven by design's growing importance and adoption of our AI products, including Figma Make, MCP, and Figma Weave," said Figma CFO Praveer Melwani. "We are raising our guidance for the year based on promising early traction on AI monetization and strength across the core platform, a testament to the team's execution and our confidence in the road ahead." By the end of the first quarter, Figma's net dollar retention rate reached 139%, which represents its highest mark in more than two years. The number of paying customers increased 54% year over year, and the number of customers providing annual recurring revenue of more than $100,000 rose by 54%. More on Figma, Inc. Figma: AI Growth Is Real, But So Are Structural Risks Figma: Seat Churn Likely, Take Caution Ahead Of Earnings (Rating Downgrade) Fi...
United States Antimony press release ( UAMY ): Q1 GAAP EPS of -$0.08 misses by $0.08 . Revenue of $6.78M (-3.1% Y/Y). The Company is reiterating its full-year 2026 gross revenue guidance of approximately $125 million. More on United States Antimony United States Antimony: Policy-Driven Demand Creates A Rare Mining Opportunity United States Antimony: National Security Tailwinds Power The Bull Case ...
United States Antimony press release ( UAMY ): Q1 GAAP EPS of -$0.08 misses by $0.08 . Revenue of $6.78M (-3.1% Y/Y). The Company is reiterating its full-year 2026 gross revenue guidance of approximately $125 million. More on United States Antimony United States Antimony: Policy-Driven Demand Creates A Rare Mining Opportunity United States Antimony: National Security Tailwinds Power The Bull Case United States Antimony Corporation (UAMY) Q4 2025 Earnings Call Transcript United States Antimony appoints Shawn Winkler as interim CFO United States Antimony targets $125M 2026 revenue with expanded contracts and mining projects
Earnings Call Insights: Cellebrite DI Ltd. (CLBT) Q1 2026 Management View "Cellebrite delivered solid first quarter results that either met or exceeded the high end of our ARR and EBITDA guidance." (CEO & Director Thomas Hogan) "ARR grew 21% year-over-year to $493 million." (CEO & Director Hogan) "We delivered adjusted EBITDA of $30.6 million, up 29% year-over-year." (CEO & Director Hogan) "Our fr...
Earnings Call Insights: Cellebrite DI Ltd. (CLBT) Q1 2026 Management View "Cellebrite delivered solid first quarter results that either met or exceeded the high end of our ARR and EBITDA guidance." (CEO & Director Thomas Hogan) "ARR grew 21% year-over-year to $493 million." (CEO & Director Hogan) "We delivered adjusted EBITDA of $30.6 million, up 29% year-over-year." (CEO & Director Hogan) "Our free cash flow margin for the trailing 12 months was 32%, and our Rule of X continues to track north of 50%." (CEO & Director Hogan) "This new chapter officially began on March 16 when we publicly announced Genesis, our Agentic next-gen AI solution." (CEO & Director Hogan) "8 weeks later, -- we have over 500 registered users." (CEO & Director Hogan) "We're excited about the potential to convert these early trial adopters to customers post GA in mid-June." (CEO & Director Hogan) "We estimate the TAM for investigative AI over the next 4 years at roughly $12.5 billion." (CEO & Director Hogan) "We think it is entirely possible that the AI revenue over that time frame could approximate the current total revenue of the company or said differently, we see an opportunity to double our business with strong execution and continued innovation." (CEO & Director Hogan) "We achieved another milestone at the end of the first quarter when GI, our AI-powered system of record for case management, moved into general availability." (CEO & Director Hogan) "We expect steady growth and penetration as we enter the second half of 2026." (CEO & Director Hogan) "After 2-plus years and a significant investment of time, money and talent, Cellebrite announced on May 6, our FedRAMP high authorization to operate." (CEO & Director Hogan) "This opportunity, which we expect will ramp gradually over the next several quarters and into 2027, uniquely positions us as all U.S. federal agencies plan and prioritize their technology platforms for fiscal '27." (CEO & Director Hogan) "As many of you saw in our April 30 ...