Zoom

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Zoom Video Communications, Inc. – Class A Common shares are higher following a highly impressive quarterly earnings report that significantly outpaced Wall Street projections.

Q1 Fiscal Year 2027 financial results (for the quarter ended April 30, 2026) on May 21, 2026.

The company delivered a double-beat on both top and bottom lines and raised its full-year guidance

Key Financial Highlights (Q1 FY27)

  • Revenue: $1.24 billion, up 5.5% YoY (4.6% in constant currency), beating analyst expectations of $1.22 billion.

Hewlett Packard

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Hewlett Packard Enterprise Company Common is under Algo Engine buy conditions.

Upcoming Earnings Announcement: Q2 Fiscal 2026

  • Earnings Date: Monday, June 1, 2026 (after market close)
  • Consensus Estimates:

* Expected Non-GAAP EPS: ~$0.51 to $0.55 (Consensus is around $0.54, representing a substantial year-over-year increase)
* Expected Revenue: ~$9.75B – $9.78B

HP shares have been buoyed by strong financial results from Lenovo Group, HP soared over 15.0%, and Dell surged to a fresh historic record high as investors preemptively positioned ahead of earnings next week.

Latest Reported Earnings: Q1 Fiscal 2026 (Reported March 9, 2026)
HPE delivered a highly profitable first quarter, notably beating profitability and cash flow expectations, driven by strong networking demand and early synergy capture from the Juniper Networks integration:

  • Revenue: $9.3 billion, up 18% year-over-year (matching consensus expectations of ~$9.31 billion).
  • Non-GAAP Diluted EPS: $0.65, beating analyst expectations of $0.59 and exceeding the company’s guidance of $0.57 – $0.61.
  • GAAP Diluted EPS: $0.31.
  • Free Cash Flow (FCF): $708 million, up $1.6 billion year-over-year (a strong result as Q1 is seasonally a cash outflow quarter).

Key Segment & Business Highlights

  • Networking Surge: Revenue in the Networking segment soared 151.5% YoY to $2.7 billion (representing nearly 30% of total revenue). This was driven by WiFi-7 uptake, strong data center switching orders, and the rapid integration of Juniper.
  • AI Backlog: HPE built up a record $5 billion AI systems backlog, primarily from enterprise and sovereign customers, which is expected to translate into revenue in the second half of fiscal 2026.
  • Supply Chain Management: The company has been managing industry-wide DRAM and NAND shortages via multi-year supply agreements and agile surcharge pricing.

Raised Fiscal Year 2026 Outlook
On the back of the Q1 results, HPE management raised its outlook for the full fiscal year:

  • FY26 Non-GAAP EPS Guidance: Raised to $2.30 to $2.50 (up from previous guidance).
  • FY26 Free Cash Flow Guidance: Increased to at least $2.0 billion (up from the previous target of $1.7B – $2.0B).

Nvidia Earnings Release

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NVIDIA Corporation – Common is under Algo Engine buy conditions. NVIDIA announces $80.0 billion additional share repurchase authorisation.

beat with $81.6bn Q1 FY27 revenue (up 85% year-on-year), guided Q2 to $91bn vs $86bn consensus, raised dividend and added $80bn buyback, shares fell ~1.5% after-hours

Financial Results for First Quarter Fiscal 2027
Record revenue of $81.6 billion, up 85% from a year ago
Record Data Center revenue of $75.2 billion, up 92% from a year ago


Announces $80.0 billion additional share repurchase authorization and increases its quarterly cash dividend from $0.01 per share to $0.25 per share. Record revenue for the first quarter ended April 26, 2026, of $81.6 billion, up 20% from the previous quarter and up 85% from a year ago. For the quarter, GAAP and non-GAAP earnings per diluted share were $2.39 and $1.87, respectively.

Danaher Corp

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Danaher Corporation Common is under Algo Engine buy conditions.

Share Price Correction & Valuation Opportunity

  • Deep Valuation Discount: DHR has undergone a significant correction, falling roughly 30% year-to-date to trade near its 52-week low of around $161–$163. This pullback has compressed its forward P/E ratio to an attractive 19x–23x range (well below its historical averages) and puts the stock at a steep discount to its estimated DCF intrinsic value of ~$227 per share.

1–3 Year Earnings Growth Outlook

Upward EPS Momentum & Strategic M&A: Following strong Q1 execution, management raised its full-year 2026 adjusted EPS guidance to $8.35–$8.55. Looking out 2 to 3 years, earnings will be further amplified by the integration of Masimo Corporation (a $9.9B acquisition expected to close in H2 2026), where Danaher plans to rapidly scale margins using its signature Danaher Business System (DBS).

Bioprocessing Cycle Rebound: Danaher is in the early stages of a multi-year bioprocessing equipment reinvestment cycle. In Q1 2026, equipment orders surged over 30% year-over-year; as these orders convert to revenue over the next 12 to 36 months, they will drive highly profitable, recurring consumables sales.

Consensus 3-Year Outlook

Steady Compounder: Wall Street consensus model forecasts project a long-term normalized annual revenue growth rate of ~5.5% over the next 1 to 3 years as the life sciences sector fully transitions out of its post-pandemic digestion phase

Super Micro Computer

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Super Micro Computer, reported its Q3 Fiscal Year 2026 results on May 5, 2026. While the stock saw a massive surge (up ~18-25%) immediately following the announcement, the report was a “beat and miss” that shifted investor focus toward profitability and long-term guidance.

Revenue: $10.24 billion, representing 123% year-over-year growth. However, this missed the analyst estimate of $12.4 billion

Full Year 2026 Revenue: Raised to a range of $38.9 billion to $40.4 billion (up from previous targets of ~$36B).

Key Growth Drivers

    • AI Infrastructure Dominance: AI GPU-related platforms (NVIDIA, AMD, Intel-based) contributed over 80% of total revenue.
    • Supply Chain & Deferred Revenue: The revenue miss was attributed to temporary supply chain constraints and “customer readiness” (data centers lacking sufficient power/networking to accept immediate delivery). Management noted a record-high backlog, suggesting that the missed revenue is deferred to future quarters rather than lost.
    • Direct Liquid Cooling (DLC): SMCI highlighted its leadership in liquid-cooled rack solutions, which are increasingly required for the latest high-power AI chips (like NVIDIA’s Blackwell).

    Balance Sheet & Risks

    • Negative Cash Flow: The company reported negative operating cash flow of $6.6 billion for the quarter, driven by aggressive inventory build-up ($11.1 billion) to support future deliveries.
    • Leverage: Net debt rose to roughly $7.5 billion as the company utilized convertible notes and credit lines to fund its massive working capital needs.
    • Legal Overhang: Investors remain cautious regarding an ongoing independent review of export-control matters and a class-action lawsuit (lead plaintiff deadline May 26, 2026), though management stated they do not currently expect a financial restatement.

    Sea Limited

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    NAS:SE strong Q1 2026 earnings report, which featured a significant revenue beat and record-breaking performance across its core business segments.

    Despite an EPS miss ($0.67 vs. $0.77 expected), investors prioritized the massive top-line growth and evidence that Sea’s strategic investments in logistics and AI are improving unit economics. The company demonstrated its ability to scale rapidly while maintaining financial discipline in a competitive Southeast Asian and Latin American landscape.

    Significant Revenue Beat: Sea reported GAAP revenue of $7.1 billion, a 46.6% year-over-year increase, comfortably exceeding the analyst consensus of $6.45 billion.

    • EBITDA Milestone: The company achieved a quarterly adjusted EBITDA of $1.0 billion for the first time, representing a 9.3% increase.
    • Shopee Dominance: The e-commerce segment reached record highs with Gross Merchandise Value (GMV) of $37.3 billion (+30.2% YoY) and revenue of $4.5 billion (+44.4% YoY).

    Garena Recovery: The gaming division, Garena, delivered its strongest quarter since 2021, with bookings rising 20.1% to $931.4 million, fueled by the continued popularity of Free Fire*.

    • Fintech Growth: Its digital financial services arm, Monee, saw revenue surge 57.8% to $1.2 billion, with its loan book growing 71% while maintaining stable asset quality.

    Current Metrics (as of May 12-13, 2026)

    • Market Cap: ~$65.4 billion
    • P/E Ratio: ~38.1x (Trailing)