HeartFlow Surges 36% on Q2 Blowout: Rev +48%, Guide Raised
HeartFlow’s Q2 2026 revenue rose 48% to $64.1M, non-GAAP gross margin hit 83.3%, and the AI cardiology company raised its FY26 guide to $246-$250M.
Earnings
Applied Materials Record Q3: $9.1B, Guide Up, China Slips
Applied Materials posted record Q3 FY26 revenue of $9.12B and guided Q4 to $10.25B, but China’s revenue share fell from 35% to 28%. Stock -5% pre-market.
Cisco Beats Q4 but Stock Falls 8%: AI Orders Squeeze Margins
Cisco reported record Q4 revenue of $17.3B and $4B in AI infrastructure orders, but the stock fell 8.4% as gross-margin mix and FY27 guidance disappointed.
CoreWeave Q2 Doubles to $2.58B; Backlog Hits $104B
CoreWeave’s Q2 2026 revenue jumped 112% to $2.58B; backlog hit $104B, Meta added $21B, and FY26 guide was raised. But the net loss widened to $626M.
On Holding Crashes 22% on Q2 Miss: Americas Growth Cracks
On Holding (ONON) posted a rare Q2 revenue miss and cut its FY26 outlook. Shares fell up to 22% — the worst day since its 2021 IPO.
Airbnb Jumps 15% on Q2: Revenue +17%, FY26 Guide Raised
Airbnb (ABNB) posted its best day ever, +14.8%, after Q2 2026 revenue rose 17% to $3.6B, net income hit $816M, and management raised full-year revenue and margin guides.
Twilio Q2 Beat: Revenue +22%, FY Growth Guide Raised to 18%
Twilio delivered $1.50B in Q2 2026 revenue, up 22% reported and 17% organic, raised full-year growth guidance to 18-18.5%, and posted record $353M free cash flow.
Trade Desk Cracks 25% After Hours: Growth Slows to 3%
The Trade Desk plunged roughly 25% after hours on Aug 6 as Q2 revenue growth slowed to 3% and Q3 guidance implied a sequential decline.
AppLovin Drops 19% on Q2: Ad-Tech Growth Story Cools
AppLovin fell nearly 20% after Q2 2026 revenue growth slowed to 53% and Q3 guidance implied further deceleration to the mid-40s.
SolarEdge Plunges 30% on Q3 Guide: Residential Solar Cracks
SolarEdge fell 30% after Q3 revenue and gross-margin guidance came in below Q2, dragging Enphase, Sunrun and Canadian Solar with it. Here are the numbers.