Red Cat Holdings is shifting from a small drone supplier to a scaled autonomy platform, after revenue rose 527% year over year to $20.2 million. Its manufacturing footprint has expanded 5x and inventory has climbed to $85 million. Management is guiding for $150–$180 million in fiscal-year revenue, though performance is expected to be heavily concentrated in the second half. Gross margin improved to 16.1%, with a year-end 2026 target of 30% tied to contract execution and volume ramp.

Hewlett Packard Enterprise (HPE) reported fiscal 2026 second-quarter revenue of $10.7 billion, up 40% year over year and a record high. Revenue from its Cloud and AI segment rose 22.9%, while Networking revenue jumped 148.2%. Non-GAAP earnings per share doubled from a year earlier, and the Cloud and AI operating margin nearly doubled. The company also raised its full-year free cash flow outlook to at least $3.5 billion.

A Seeking Alpha analyst wrote that Enovix (ENVX) shares are trading near their lows for reasons the author considers justified. The author said they hold no stock, options or similar derivative positions in the company and do not plan to initiate any within the next 72 hours. The author also stated the article reflects personal views only and is not investment advice, according to Seeking Alpha.

Rocket Lab’s Space Systems revenue more than doubled year over year, lifting the company’s overall backlog to $2.36 billion. The larger backlog is positioned to support continued revenue growth and margin expansion.

In guidance released on Aug 20, 2026, Walmart raised its fiscal 2027 earnings-per-share outlook to $2.80 to $2.87. The retailer also projected third-quarter sales growth of 3% to 3.75% year over year.

Jaguar Health plans to file a new drug application for MVID in mid-2027 and said it could potentially secure U.S. approval by the end of 2027. In clinical trials, the drug showed it could reduce parenteral nutrition support by as much as 48%.

Coherent reported record Q4 revenue of $2.05 billion, led by a 66% jump in Data Center revenue and an expansion in gross margin to 40.2%. The company said its fiscal 2027 capacity is effectively sold out, with purchase orders extending into 2028 and long-term agreements running through the decade. Wall Street consensus projects EPS rising from $9.26 in FY2027 to $18.47 by FY2029, according to Pythia Research.

SanDisk reported Q4 2026 revenue of $8.97B, up 372% year over year. Gross margin widened to 84.6%, while net income reached $6.90B. The company said its NBM contracts secure $93.9B in minimum revenue over the next 4.5 years. Management guided that gross margin will stay above 80% and pledged disciplined capital allocation.

SoFi Technologies reported Q2’26 loan originations up 69% year over year, with risk-adjusted margins of 6.1%, well above industry averages. Its technology platform segment, however, posted a 23% revenue decline from a year earlier and continues to see low adoption, weighing on the company’s fintech narrative. The stock rose about 10% after earnings, but trading has been highly volatile as investors remain divided over appropriate valuation multiples.