Seeking Alpha

Willdan Group delivered a massive Q2 earnings beat with EPS of $2.07 (+33.2% revenue growth), sending shares up over 14%! KEY HIGHLIGHTS: Beat Q2 EPS expectations by $0.85 Projected FY26 net revenue target of $415M–$430M Stock rallied +14.15% following the stellar quarterly results THE RATING: Near-term valuation considerations keep the Seeking Alpha Quant score for $WLDN at a neutral HOLD. (@SeekingAlphaa)

Sezzle delivered a blockbuster Q2 with revenue up 51.7% YoY to $149.7M and raised full-year guidance! KEY HIGHLIGHTS: Transaction volume surged +37.9% YoY Scaling efficiently: AI now deflects 68% of customer support volume Sector-leading profitability drives continuing growth momentum THE RATING: Strong top-line execution and industry-leading efficiency support a Seeking Alpha Quant STRONG BUY score for $SEZL . (@SeekingAlphaa)

Power Solutions International posted a strong Q2 EPS beat of $0.51, despite revenue falling 20.5% YoY to $152.54M! KEY HIGHLIGHTS: Q2 Revenue reached $152.54M, beating expectations despite a 20.5% YoY decline Formal FY26 guidance withheld due to Wisconsin expansion costs and weak oil & gas demand Margin drags continue to impact near-term performance THE RATING: High underlying risks and persistent margin pressures keep the Seeking Alpha Quant rating for $PSIX at a STRONG SELL. (@SeekingAlphaa)

American Airlines is ending free transcontinental business class upgrades to prioritize premium cabin monetization! KEY HIGHLIGHTS: $58.3B Total Revenue with $3.37B in EBITDA Wall Street divided: 9 upward earnings revisions vs. 12 downward Monetization strategy targets higher-margin premium seats THE RATING: Powerful underlying fundamentals keep the Seeking Alpha Quant score for $AAL at a STRONG BUY. (@SeekingAlphaa)

Mara Holdings reported a $611M net loss driven by $343M in crypto writedowns as it pivots to power infrastructure! KEY HIGHLIGHTS: Targeting 4.8 GW of total power capacity (including a 2 GW expansion in Texas) Pledged 54% of its BTC holdings as collateral for non-dilutive debt financing Pivoting infrastructure strategy to fuel long-term growth THE RATING: Execution risks and regulatory approvals for power sites keep the Seeking Alpha Quant score for $MARA at a neutral HOLD. (@SeekingAlphaa)

The Trade Desk fell 21% after missing execution expectations and issuing soft Q3 guidance! KEY HIGHLIGHTS: Q3 revenue guided to at least $650M amid limited near-term visibility 25 analysts slashed outlooks as workloads shift to owned data centers Zuma upgrade launching to help stabilize platform growth THE RATING: Seeking Alpha Quant system flagged a STRONG SELL on $TTD ahead of the earnings decline. (@SeekingAlphaa)

Apple's recent 15%–30% hardware price hikes are projected to lift core CPI, but profitability remains rock solid! KEY HIGHLIGHTS: $466.8B Total Revenue with a 48.65% Gross Margin $167.9B in EBITDA & 148.75% Return on Equity (ROE) Robust financial floor as the Fed holds interest rates steady THE RATING: Exceptional profitability balances against macroeconomic risks, keeping the Seeking Alpha Quant score for $AAPL at a neutral HOLD. (@SeekingAlphaa)

Take-Two Interactive confirmed Grand Theft Auto 6 launches Nov 19th as Q1 net bookings reached $1.39B (beating $1.37B estimates)! KEY HIGHLIGHTS: Freedom Capital forecasts 30M launch quarter units for GTA 6 16 analyst downward revisions vs. 6 upward amid near-term profitability headwinds $TTWO reiterated full-year net bookings guidance of $8.0B to $8.2B THE RATING: Near-term profitability headwinds and development revisions balance against massive launch potential, keeping the Seeking Alpha Quant score for $TTWO at a neutral HOLD. (@SeekingAlphaa)

The FAA ordered urgent inspections for 471 Boeing 737 MAX jets over potential structural cracking issues! KEY HIGHLIGHTS: Cracks discovered in older models prompted inspections extended to the newer MAX fleet Analysts express caution with 16 downward earnings revisions vs. 4 upward Structural risks continue to challenge production and recovery authority THE RATING: Operational headwinds and structural risks keep the Seeking Alpha Quant score for $BA at a neutral HOLD. (@SeekingAlphaa)

Fastly $FSLY reported record Q2 revenue of $183M (+23% YoY) with record 65.8% gross margins! KEY HIGHLIGHTS: Security solutions revenue surged +43% YoY Raised FY26 revenue guidance to $732M–$746M Operational execution continues to drive accelerating profitability momentum THE RATING: Accelerating profitability and strong top-line execution support a Seeking Alpha Quant STRONG BUY score. (@SeekingAlphaa)

Joby Aviation posted $39M in Q2 revenue and raised its full-year revenue guidance to $115M–$125M! KEY HIGHLIGHTS: Backed by a strong $2.3B cash balance ($385M–$415M expected H2 cash use for certification & commercialization) Texas test flights launch next month under Toyota's Strategic Manufacturing Alliance Operational rollout accelerating toward commercialization THE RATING: Steep development losses balance against strong commercial partnerships, keeping the Seeking Alpha Quant score for $JOBY at a neutral HOLD. (@SeekingAlphaa)

SoundHound AI posted record Q2 revenue of $61.9M (+45% YoY) and raised full-year guidance to $230M–$260M! KEY HIGHLIGHTS: Q2 revenue jumped +45% YoY to $61.9M Heavy losses persist with a $42.8M GAAP net loss (-91.84% net margin) EBIT margin stood at -105.42% despite strong top-line momentum THE RATING: Significant profitability headwinds offset rapid sales growth, keeping the Seeking Alpha Quant score for $SOUN at a STRONG SELL. (@SeekingAlphaa)

Figma $FIG delivered $370M in Q2 revenue (+48% YoY) in its first quarter of AI monetization! KEY HIGHLIGHTS: Net dollar retention reached a healthy 136% Raised FY revenue outlook by $40M to a $1.467B target Strong customer expansion indicates long-term growth momentum THE RATING: Heavy AI inference spend pressing near-term margins keeps the Seeking Alpha Quant rating at a neutral HOLD. (@SeekingAlphaa)

DoorDash $DASH recorded $14.72B in total revenue with a 51.76% gross margin as new verticals near profitability! KEY HIGHLIGHTS: New verticals are on track to turn gross profit positive in H2 Merchant services surged +40% YoY, now supporting 150,000+ partner businesses Unit economics continue to demonstrate steady improvement THE RATING: Improving unit economics across core and expanded services support a Seeking Alpha Quant BUY score. (@SeekingAlphaa)

Dave Inc. reported Q2 revenue of $171M (+30% YoY) and raised its full-year 2026 revenue guidance to up to $735M! KEY HIGHLIGHTS: New funding arrangement with Coastal unlocked nearly $100M in balance sheet cash Robust profit margins: 72% Gross Margin & 44% EBITDA Margin Strong execution points toward continued profitability expansion into H2 THE RATING: Positive growth and strong margin expansion balance against rising marketing investments, keeping the Seeking Alpha Quant score for $DAVE at a neutral HOLD. (@SeekingAlphaa)

Tesla is building a massive $16.8B "Terrafab" microchip production facility in Texas to produce advanced AI chips! KEY HIGHLIGHTS: Vertical chip facility aims to generate >1 terawatt of AI compute capacity annually Capital outlays are weighed against a $103B + total revenue base Heavy investments continue to exert pressure on short-term margins THE RATING: Heavy capital outlays balance against Tesla's massive revenue scale, keeping the Seeking Alpha Quant score for $TSLA at a neutral HOLD. (@SeekingAlphaa)

SanDisk delivered Q4 revenue of $8.965B (+372% YoY) driven by rapid data center growth! KEY HIGHLIGHTS: Signed business models with 8 data center customers secure a minimum of $93.9B in future contracted revenue ($16.5B guarantees) $SNDK added a $14B share repurchase program ($15.5B total authorization) Guided Q1 revenue up to $10.8B THE RATING: Exceptional profitability and massive contract growth support a Seeking Alpha Quant STRONG BUY score. (@SeekingAlphaa)

MercadoLibre crossed a historic milestone in Q2, with net revenues surpassing $10B for the first time! KEY HIGHLIGHTS: Credit book expanded +75% YoY to $16.4B $MELI delivered $683M in operating income (6.7% EBIT margin) Management prioritizes long-term ecosystem compounding over short-term profits THE RATING: Near-term gross margin compression from heavy growth investments keeps the Seeking Alpha Quant score at a neutral HOLD. (@SeekingAlphaa)

Bull or Bear: The Multi-Year Track Record of AlphaPicks 📊 From macro swings and inflation shifts to the massive AI boom, market rotations have kept investors guessing. Yet, a disciplined, fundamental approach has systematically outperformed the S&P 500 year after year. The Multi-Year Performance Breakdown: - Year 1 (6-Month Start): AlphaPicks +9.23% vs. S&P 500 +2.27% during a tough market environment. - Full Year 1 (2023): AlphaPicks +58% vs. S&P 500 +26%. - Full Year 2: AlphaPicks +49.7% vs. S&P 500 +24.89%. - Last Year: AlphaPicks +41% vs. S&P 500 +17.72%. - Year-to-Date: AlphaPicks +46% vs. S&P 500 +8.25%. Steven's Take: "And it has been a very volatile year with many rotations for risk on, risk off... But I'm very pleased to report AlphaPicks has been very consistent in picking companies with strong fundamentals." #Investing #StockMarket #AlphaPicks #QuantInvesting #SP500 #SeekingAlpha (@SeekingAlphaa)

Space Exploration Technologies Corp. reported Q2 revenues soaring 92% YoY to $7.8B on massive cloud growth! KEY HIGHLIGHTS: Total CapEx reached $18.4B (with $15.8B allocated to AI compute infrastructure) Management projects reaching a $100B ARR target by December 2026 $SPCX rapid expansion continues across cloud and satellite infrastructure THE RATING: As the company operates with limited public trading, the Seeking Alpha Quant rating is currently NOT COVERED. (@SeekingAlphaa)