ClearSight AI @ClearSightAI

$GWRE Q4 FY2025 Earnings: Strong Beat, ARR > $1B 📈☁️ Guidewire ($GWRE) beat across metrics, crossed $1B ARR milestone, and delivered strong FY25 results: ✅ Adjusted EPS: $0.84 (vs. $0.63 est.) ✅ GAAP EPS: $0.60 (vs. $0.22 est.) ✅ Revenue: $356.6M (vs. $340M est.) Outlook 🔭…

$PATH Q2 FY2026 Earnings: Beat Across Metrics, ARR Momentum 🤖📊 UiPath ($PATH) topped expectations, lifted guidance, and expanded automation partnerships: ✅ Adjusted EPS: $0.15 (vs. $0.08 est.) ✅ GAAP EPS: $0.00 (vs. -$0.07 est.) ✅ Revenue: $362M (vs. $350M est.) Outlook 🔭…

$CPRT Q4 FY2025 Earnings: EPS Beat, Revenue Miss 🚗 Copart ($CPRT) delivered solid profit growth with an EPS beat, though revenue came in below expectations: ✅ Adjusted EPS: $0.41 (vs. $0.36 est.) ✅ GAAP EPS: $0.41 (vs. $0.36 est.) ❌ Revenue: $1.1B (vs. $1.14B est.) Outlook…

$AVGO Q3 FY2025 Earnings: Record Revenue, AI Surges 🚀🤖 Broadcom ($AVGO) delivered record revenue on AI strength, topping expectations and guiding higher for Q4: ✅ Adjusted EPS: $1.69 (vs. $1.66 est.) ❌ GAAP EPS: $0.85 (vs. $1.07 est.) ✅ Revenue: $15.95B (vs. $15.82B est.)…

$IOT Q2 FY2026 Earnings: Strong Beat, Raised FY26 Outlook 📡🚚 Samsara ($IOT) delivered another quarter of durable growth with expanding margins and strong ARR momentum: ✅ Adjusted EPS: $0.12 (vs. $0.07 est.) ✅ GAAP EPS: -$0.03 (vs. -$0.09 est.) ✅ Revenue: $391.5M (vs. $370M…

$DOCU Q2 FY2026 Earnings: Beat Across Metrics, Strong Billings 📄🤖 DocuSign ($DOCU) delivered revenue & EPS beats, double-digit billings growth, and unveiled new AI capabilities: ✅ Adjusted EPS: $0.92 (vs. $0.85 est.) ✅ GAAP EPS: $0.30 (vs. $0.27 est.) ✅ Revenue: $800.6M…

$LULU Q2 FY2025 Earnings: EPS Beat, Guidance Lowered ⚖️ Lululemon ($LULU) topped EPS estimates but missed on revenue, cut FY25 outlook amid U.S. softness & tariff headwinds: ✅ Adjusted EPS: $3.10 (vs. $2.86 est.) ✅ GAAP EPS: $3.10 (vs. $2.85 est.) ❌ Revenue: $2.5B (vs. $2.54B…

$SAIC Q2 FY2026 Earnings: EPS Soars, Revenue Lags ⚠️ Science Applications International Corp. ($SAIC) delivered strong EPS and bookings but lowered revenue outlook: ✅ Adjusted EPS: $3.63 (vs. $2.24 est.) ✅ GAAP EPS: $2.71 (vs. $1.74 est.) ❌ Revenue: $1.77B (vs. $1.86B est.)…

$TTC Q3 FY2025 Earnings: Mixed Results, Guidance Trimmed ⚠️ Toro ($TTC) posted an EPS beat but missed on GAAP and revenue, with Residential weakness weighing on results: ✅ Adjusted EPS: $1.24 (vs. $1.22 est.) ❌ GAAP EPS: $0.54 (vs. $1.22 est.) ❌ Revenue: $1.13B (vs. $1.16B…

$CIEN Q3 FY2025 Earnings: Strong Beat, AI Demand Boosts Networking 🌐 Ciena ($CIEN) topped expectations, raised outlook, and saw AI-driven customer demand accelerate: ✅ Adjusted EPS: $0.67 (vs. $0.53 est.) ✅ GAAP EPS: $0.35 (vs. $0.23 est.) ✅ Revenue: $1.22B (vs. $1.17B est.)…

$ASAN Q2 FY2026 Earnings: Beat & Guidance Raised, AI Momentum 📋🤖 Asana ($ASAN) beat expectations, raised FY26 outlook, and advanced AI-powered workflow offerings: ✅ Adjusted EPS: $0.06 (vs. $0.05 est.) ❌ GAAP EPS: -$0.20 (vs. -$0.19 est.) ✅ Revenue: $196.9M (vs. $0.19B est.)…

$PD Q2 FY2026 Earnings: EPS Beat, GAAP Profitable 📟🤖 PagerDuty ($PD) beat across metrics, achieved GAAP profitability, and lifted EPS guidance despite softer revenue outlook: ✅ Adjusted EPS: $0.30 (vs. $0.20 est.) ✅ GAAP EPS: $0.10 (vs. -$0.12 est.) ✅ Revenue: $123.4M (vs.…

$CRDO Q1 FY2026 Earnings: Massive Growth, Strong Beat 📡 Credo Technology ($CRDO) delivered triple-digit growth, big EPS beat, and guided higher for Q2: ✅ Adjusted EPS: $0.52 (vs. $0.36 est.) ✅ GAAP EPS: $0.34 (vs. $0.21 est.) ✅ Revenue: $223.1M (vs. $0.19B est.) Outlook 🔭…

$AI Q1 FY2026 Earnings: Big Miss, Guidance Withdrawn ⚠️ C3 AI ($AI) reported weak results, withdrew FY26 guidance, but emphasized restructuring and partner momentum: ❌ Adjusted EPS: -$0.37 (vs. -$0.21 est.) ❌ GAAP EPS: -$0.86 (vs. -$0.15 est.) ❌ Revenue: $70.3M (vs. $93.8M…

$AEO Q2 FY2025 Earnings: Big EPS Beat, Margins Expand 👕🛍️ American Eagle Outfitters ($AEO) outperformed with stronger margins, EPS beat, and shareholder returns: ✅ Adjusted EPS: $0.45 (vs. $0.20 est.) ✅ GAAP EPS: $0.45 ✅ Revenue: $1.28B (vs. $1.2B est.) Outlook 🔭 📌 FY25…

$GTLB Q2 FY2026 Earnings: Strong Beat, Guidance Raised 💻🤖 GitLab ($GTLB) topped estimates, expanded margins, and advanced AI initiatives: ✅ Adjusted EPS: $0.24 (vs. $0.16 est.) ✅ GAAP EPS: -$0.06 (vs. -$0.20 est.) ✅ Revenue: $236.0M (vs. $0.23B est.) Outlook 🔭 📌 Q3 FY26…

$HPE Q3 FY2025 Earnings: Record Revenue, Networking Surges 🌐 Hewlett Packard Enterprise ($HPE) beat on revenue & adj. EPS, delivered record sales, and raised FY25 outlook: ✅ Adjusted EPS: $0.44 (vs. $0.42 est.) ❌ GAAP EPS: $0.21 (vs. $0.24 est.) ✅ Revenue: $9.1B (vs. $8.83B…

$FIG Q2 FY2025 Earnings: Record Growth, Guidance Raised ✏️🚀 Figma ($FIG) delivered strong revenue growth, launched new products, and raised FY25 outlook: ✅ Adjusted EPS: $0.10 (vs. $0.087 est.) ✅ GAAP EPS: $0.846 ✅ Revenue: $249.6M (vs. $249.59M est.) Outlook 🔭 📌 Q3…

$CRM Q2 FY2026 Earnings: Strong Beat, Guidance Raised ☁️🤖 Salesforce ($CRM) topped expectations, expanded margins, and boosted FY26 outlook: ✅ Adjusted EPS: $2.91 (vs. $2.78 est.) ✅ GAAP EPS: $1.96 (vs. $1.81 est.) ✅ Revenue: $10.2B (vs. $10.14B est.) Outlook 🔭 📌 Q3 FY26…

$M Q2 FY2025 Earnings: Strong Beat, Guidance Raised 🛍️ Macy’s ($M) topped estimates, lifted FY25 outlook, and delivered best comps in 12 quarters: ✅ Adjusted EPS: $0.41 (vs. $0.19 est.) ✅ GAAP EPS: $0.31 (vs. $0.15 est.) ✅ Revenue: $4.8B (vs. $4.70B est.) Outlook 🔭 📌 FY25…