Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Merck beat Q2 estimates and raised its 2026 revenue outlook to $66.3-$67.3B, cutting profit guidance on a $5.7B Terns deal charge. Keytruda sales rose 5%.
Zalando says 2026 GMV and revenue will land at the low end of its 12-17% target range. Shares fell 9% pre-market in Frankfurt. Q2 adjusted EBIT rose 10% to €205m.
SpaceX shares are down 50% from peak, lockup expires Thursday, and analysts expect $1.9B Q2 loss. Musk to field questions on Starship, Starlink, and Tesla merger rumors.
Fibra Mty FFO hit 1.52 pesos per certificate, topping the 1.50 mark for the first time. Rent gains and lower vacancy drove the beat. The next report is due late October.
Clorox reported fiscal Q4 results after the Aug. 3 bell. CEO Rendle and CFO Bellet fielded analyst questions on the FY2027 outlook. The call set the stage for the year ahead.
Adeia reported Q2 2026 results after the Aug. 3 close. The earnings call featured CEO Paul Davis and CFO Keith Jones. Analysts from four firms participated.
S&P 500 earnings growth hit 48% last quarter. Strip out Amazon and Alphabet's AI investment gains, and it falls to 29% — much closer to what analysts expected.
Eisai's core pharma business grew double digits in Q1, lifting revenue to ¥234.3 billion. Operating margin lands near 10.5% with Leqembi launch costs in view.
MakeMyTrip's Q1 FY27 call drew analysts from five firms. Hotel and international travel growth take center stage as the company defends its lead in Indian online travel.
A water purification business in a small town generates ₹28.5 lakh yearly profit for a former Bengaluru corporate employee, sparking debate on the value of essential-service ventures.
Fitch says wildfires in France and Spain pose limited earnings risk to large European insurers unless insured losses exceed €2 billion in either country.
Brokerages from HDFC Securities to Motilal Oswal see 14-34% upside in five stocks including M&M and Bajaj Finance. Target prices range from Rs 555 to Rs 4,087.
SpaceX reports first quarterly results as a public company Wednesday. Analysts split on valuation as the stock sits 50% below peak and 20% below the IPO price. Jobs data and Middle East headlines also loom.
FPIs poured Rs 20,200 crore into Indian stocks in July, breaking a four-month selling streak. Stability in the rupee, reasonable large-cap valuations and improving earnings drove the reversal, strategists said.
The RBI MPC meeting and Q1 earnings results will set the tone for Indian equities this week, with crude oil and FII flows also in focus. The decision on August 5 is the key catalyst.
MNS chief Raj Thackeray claimed donations siphoned from Siddhivinayak Temple; trust says nine arrested, income up. Ram Temple probe in final stage.
DFI Retail Group CEO Scott Price said first-half revenue was solid and consistent. The pan-Asian retailer held its half-year call July 28 with analysts from Citi, CLSA, and UBS.
Prysmian’s Q2 adjusted EBITDA hit EUR 730M, a record, with a 13.4% margin and 9.4% organic growth. CEO Battaini also flagged EUR 10B in optical deals with hyperscalers and Molex.
PCCW reported 7% revenue growth to $2.59B, driven by HKT's 8% gain and Free TV. Interim dividend set at HKD 0.0977 per share. Management sees stronger H2 momentum.
Mahindra's farm equipment business remains the swing factor for FY27 after a soft tractor cycle, while auto margins hold on SUV demand. Q1 call details.
Vinci posted record H1 net profit of €2.3B and raised 2026 guidance for revenue and profit growth. Concessions and energy led the beat. The stock trades at an Alpha Score of 64.
POSCO Holdings reported Q2 2026 consolidated revenue of KRW 19.3 trillion and operating profit of KRW 820 billion, driven by a first-ever profit from its Argentina lithium operation.
Nomura Real Estate's Q1 profit fell to 14.7bn yen, with residential sales slowing. The company reaffirmed its full-year guidance. Property brokerage revenue rose, though costs weighed.
Alphabet's negative free cash flow from AI capex contrasts with Microsoft's $678B contracted backlog. One stock surged, the other slipped. The next quarter will test both.
The July jobs report and earnings from McDonald's, Marriott, Clorox, and SpaceX will test whether the consumer is holding up and if the Fed can cut rates in September.
Bajaj Finance posted a 29% profit jump, sending shares to a 52-week high, while Thermax slumped 85% on cost overruns, sending its stock down 16%. NSE moved closer to its IPO.
West Fraser Timber CEO Sean McLaren opened the Q2 2026 earnings call. Analysts from Scotiabank, CIBC, TD Cowen, and RBC participated.
CEO Fokion Karavias said the bank's markets are holding up despite global challenges, citing a EUR 23 billion Greek development plan and strong tourism. The comments came as Eurobank reported H1 2026 results.
Cavco Industries held its Q1 FY2027 earnings call on July 31, 2026. The call included prepared remarks by CEO Bill Boor and CFO Allison Aden.
nVent beat Q2 consensus with $0.97 EPS and $1.03B revenue, lifted full-year EPS guidance to $4.07–$4.13, and cited data-center demand as the primary growth driver.