Stocks

Lumentum's fiscal Q1 2026 earnings report, published on November 4, 2025, revealed impressive results. The company reported a revenue of $533.8 million, a significant year-over-year increase of 58%. The non-GAAP gross margin improved to 39.4%, and the non-GAAP operating margin reached 18.7%. Moreover, the company reported a non-GAAP EPS of $1.10, surpassing the consensus estimate of $1.03. Such robust financial performance underscores the company's growth potential and profitability, likely contributing to the stock price surge.

Salesforce reported impressive third-quarter results, with a 35% increase in non-GAAP EPS and a 22% increase in free cash flow compared to the previous year. The company also exceeded earnings expectations with a reported adjusted EPS of $3.25, surpassing the estimated $2.86. Additionally, Salesforce provided optimistic guidance for the fourth quarter and fiscal 2026, raising its revenue and profit forecasts. This positive financial performance and guidance update contributed to investor confidence and stock price appreciation.

Donaldson's reported earnings per share (EPS) of $0.94, surpassing the forecasted $0.92. This represents a 13% increase from the previous year. The company's revenue also exceeded projections, reaching $935.4 million compared to the forecasted $922.62 million. This performance marks a continuation of the company's trend of surpassing market expectations, following a series of strong quarters.

CoreWeave's emergence as a significant player in the AI infrastructure space, with 33 data centers and over 250,000 NVIDIA GPUs, positions it well for the continued growth in AI demand. This strategic positioning has likely contributed to investor confidence.