MarketPulse

gross margins

33 articles
Investing.comInvesting.com··Jeffrey Neal Johnson

Micron Rides AI Memory Wave to Record Margins, Sold Out Through 2026

Micron surged 340% yearly on AI demand for high-bandwidth memory, with 68% margins and fully allocated 2026 supply amid $20B capex expansion.
MUsupply chaincapital expenditure
Investing.comInvesting.com··Itai Smidt

Micron's HBM Windfall Sets Stage for Historic Earnings Rerating

Micron's sold-out 2026 HBM supply and early HBM4 production support $33 EPS projections, but DRAM inventory risks could derail the rerating narrative.
MUearnings growthAI data centers
The Motley FoolThe Motley Fool··Travis Hoium

On Holding Stock Hits Discount Despite Record Margins and 20% Growth

On Holding's stock dipped on conservative 2026 guidance, but record gross margins and 20%+ revenue growth suggest significant upside potential for investors.
ONONNKEDECKstock valuationrevenue growth
The Motley FoolThe Motley Fool··Billy Duberstein

Super Micro Surges on AI Boom: 122% Revenue Growth Powers Stock Rally

$SMCI rallies 11.3% after blowout quarter with 122.8% revenue growth and $40B+ guidance, riding AI infrastructure wave.
SMCIvaluationdata center
The Motley FoolThe Motley Fool··Howard Smith

On Holding Stock Plummets Despite Stellar Earnings; Guidance Miss Triggers Selloff

On Holding stock fell 6.95% despite 35.6% sales growth and record 62.8% gross margins, due to 2026 guidance missing analyst expectations by 200 million Swiss francs.
ONONstock declineguidance miss
BenzingaBenzinga··Bamboo Works

Robosense Achieves Profitability Milestone Amid Robust LiDAR Demand

Robosense achieved first quarterly profit of 60 million yuan in Q4 2025, driven by 67.6% LiDAR unit sales growth and surging robotics demand.
HSAIprofitabilityChina EV market
Investing.comInvesting.com··Matthew Weller

Nvidia's Earnings Test: Forward Guidance Takes Center Stage

Nvidia reports Q4 earnings February 25. Forward guidance on AI demand, Blackwell chip production, and margins will be critical as investors reassess the company's growth trajectory.
NVDAAMDMETAguidanceNvidia earnings
The Motley FoolThe Motley Fool··Bram Berkowitz

Nvidia's Q4 Earnings: Blackwell Demand, China Market Access Under Investor Scrutiny

Nvidia reports Q4 earnings Feb 25 with focus on Blackwell GPU demand, competition threats to margins, and potential China market reopening worth $50B annually.
NVDAMETAAMZNGOOGGOOGLAI chipshyperscalers
The Motley FoolThe Motley Fool··Geoffrey Seiler

Micron Technology Capitalizes on AI-Driven Chip Demand Surge

Micron Technology's stock surges 40% YTD as AI demand drives memory chip sales. Supply constraints and margin expansion to 56% position company favorably in semiconductor sector.
NVDAMUDRAMvaluation
The Motley FoolThe Motley Fool··Lawrence Nga

Duolingo's AI Strategy at Critical Juncture as 2026 Profitability Test Looms

Duolingo's 2026 profitability will test whether its AI investments reduce costs while maintaining growth and user engagement amid premium pricing strategy.
DUOLcustomer retentionAI integration
The Motley FoolThe Motley Fool··Harsh Chauhan

Nvidia Targets $300 Share Price on Next-Gen Processor Launch and Margin Expansion

Nvidia could reach $300/share by 2028 driven by next-gen Vera Rubin processors and margin expansion, with analysts projecting 65% earnings growth in 2027.
NVDAAI chipsearnings growth
The Motley FoolThe Motley Fool··Daniel Miller

Nio Posts First Adjusted Operating Profit Amid Margin Pressure From Battery Swapping

Nio reports first adjusted operating profit with strong sales growth, but battery-swapping infrastructure losses and lower margins than competitors remain challenges.
NIOprofitabilityelectric vehicles
The Motley FoolThe Motley Fool··Daniel Miller

Lucid and Nio Gain Delivery Momentum Amid Profitability Challenges

Lucid and Nio boost EV deliveries with strong growth, but face profitability challenges. Lucid struggles with massive losses while Nio nears breakeven by late 2025.
LCIDNIOcash burnprofitability