Adobe: Record Quarter, Quiet Cut: Semrush Masks an Organic Slowdown

Lennar: Margins Bottom Out, But The Volume Strategy Cracks

Zedge: Subscription Engine Offsets Legacy Drag; Profitability Accelerates

RH: A Grand Vision Masks a Severe Margin Collapse

Vera Bradley: Turnaround Takes Hold: First Revenue Growth Since FY22

McGraw Hill: Profitability Swings Positive as Higher Ed Offsets K-12 Trough

Aurora: Record Year Eclipsed by Margin Collapse and Bleak FY27 Outlook

Lovesac: Top-Line Stabilizes as Tariffs Squeeze Margins

Hooker Furnishings: Leaner Profile Drives Immediate Return to Profitability

Oracle: A $638 Billion Backlog, A $24 Billion Cash Burn

Anterix: Massive Gains and a Historic Regulatory Win, but the Backlog is Draining

MIND Technology: Top-Line Growth Masks a Severe Demand Cliff

Aethlon: Clinical Progress Overshadowed by Severe Dilution

Navan: Growth Accelerates Past the $3B GBV Mark, But Cash Flow Reverses

Stitch Fix: A Milestone Reached: Active Clients Finally Grow Sequentially

Oxford Industries: Stabilizing Sales, but a Violent Mix Shift Underneath

Chewy: Record Margins, Smaller Promises

Core & Main: Core & Main Proves Pricing and Margin Power in a Flat Market

J.Jill: Sales Slump Deepens as Tariffs Crush Profitability

Yuanbao: Accelerating Top-Line Meets First Capital Returns