Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Cadence Q2 2026 Earnings Preview: CDNS Revenue, Guidance, Margins

Cadence (CDNS) Q2 2026 earnings preview: Can revenue hit $1.576B and margins hold as AI and Hexagon D&E integration drive growth?

Corning (GLW) Q2 2026 earnings preview: management guides to $4.6B revenue, 14% YoY growth, with strong optical and solar segments.

GE Vernova (GEV) revenue grew to $38.07B in 2025 with strong backlog and margin expansion. Read the full stock analysis and outlook.

Discover top nuclear energy companies like Constellation Energy (CEG) and their 2026 market exposure, including ownership, services, and market cap.

Palantir Technologies (PLTR) posts 85% YoY revenue growth in Q1 2026, driven by AI platform adoption and U.S. market strength.

Boeing Q2 2026 earnings preview: revenue, cash flow, and production ramp are in focus as BA targets positive FCF and margin recovery.

Zeta Global (ZETA) stock analysis: 2026 revenue up 29.7% to $1.3B, EBITDA margin 21.4%. See growth drivers and customer trends.

Amkor Technology (AMKR) Q2 2026 earnings preview highlights strong revenue growth, margin expansion, and advanced packaging momentum.

Celestica (CLS) Q2 2026 earnings preview highlights raised revenue guidance, strong YoY growth, and key segment drivers.