| 8 |
| +13.6% | Instacart's fiscal 2026 opened strongly, with GTV up 13% to $10.29 billion and total revenue up 14% to $1.02 billion, crossing $10 billion in GTV and $1 billion in revenue for the first time in a ninth consecutive quarter of double-digit growth |
| AAPL Apple Inc. | 8 |
| +16.6% | iPhone 17 Family Drives Record March Revenue |
| ACN Accenture | 8 |
| +8.3% | Record Bookings of $22.1B with 41 Clients Over $100M |
| ADBE Adobe Inc. | 7 |
| +12.0% | Strong Q1 Revenue of $6.4B With Subscription Growth Accelerating |
| ADI Analog Devices | 9 |
| +30.4% | AI-Driven Businesses Reach 20% of Revenue |
| ADSK Autodesk | 10 |
| +19.8% | Strong Q4 and Full-Year Beat Across All Metrics |
| AI C3.ai, Inc. | 1 |
| -46.1% | C3.ai's third quarter of fiscal 2026 deteriorated sharply, with revenue falling to $53.3 million and bookings dropping to $46.9 million as management called the results clearly inadequate and pointed to weak sales execution in North America and Europe |
| AKAM Akamai Technologies | 6 |
| +5.8% | Landmark $1.8 Billion Seven-Year CIS Deal with Frontier Model Company |
| ALAB Astera Labs, Inc. Common Stock | 9 |
| +93.4% | Astera Labs opened fiscal 2026 with record Q1 revenue of $308.4 million, up 93% year over year and 14% sequentially, with revenue and non-GAAP EPS above outlook |
| AMAT Applied Materials | 5 |
| -2.1% | Revenue at Upper End of Guidance Despite YoY Decline |
| AMD Advanced Micro Devices, Inc. | 9 |
| +37.9% | Data Center AI Inflection and Strategic Partnerships |
| ANET Arista Networks | 9 |
| +35.1% | AI Networking Leadership and Scale-Out Momentum |
| APH Amphenol | 9 |
| +58.4% | Amphenol opened FY2026 with Q1 sales surging 58% in U.S |
| APLD Applied Digital Corp. | 8 |
| +139.3% | Applied Digital delivered record total revenue of $126.6 million, up 139% year-over-year, as it recognized a full quarter of lease revenue from its first 100-megawatt CoreWeave building -- the HPC hosting segment contributed $71 million of revenue and $17.6 million of operating profit, and the crypto Data Center segment added $37.5 million at the company's highest return on assets |
| APP Applovin Corp | 9 |
| +59.0% | AppLovin delivered Q1 revenue of $1.84 billion, up 59% year-over-year and 11% sequentially, exceeding the high end of its own guidance on both revenue and adjusted EBITDA |
| ARM Arm Holdings | 7 |
| +20.1% | Arm closed FY2026 with record quarterly revenue of $1.49 billion, up 20% year-over-year, as AGI CPU demand more than doubled to over $2 billion across FY2027-FY2028 |
| ASML ASML Holding | 9 |
| +13.3% | ASML delivered Q1 2026 revenue of EUR 8.8 billion, up 13.3% year-over-year, with Q1 installed base revenue above guidance and gross margin at the high end of the range |
| AVGO Broadcom Inc. | 9 |
| +29.5% | AI semiconductor revenue acceleration |
| BBAI BigBear.ai Holdings, Inc. | 4 |
| -0.9% | BigBear.ai's first-quarter 2026 revenue held roughly flat at $34.4 million year over year, as higher-margin GenAI revenue from the Ask Sage acquisition offset lower volume on U.S |
| BR Broadridge Financial Solutions | 8 |
| +7.8% | Broadridge's Q3 FY2026 posted revenue up 7.8% and EPS up 15.1% as on-chain proxy voting launched for tokenized securities and DLR exceeded $350 billion daily with an expanding roadmap |
| CDNS Cadence Design Systems | 9 |
| +18.7% | Agentic AI Platform Driving EDA Transformation |
| CDW CDW | 8 |
| +9.3% | Strong 9% revenue growth driven by AI infrastructure and supply urgency |
| CHYM Chime Financial, Inc. Class A Common Stock | 10 |
| +24.8% | Chime grew revenue 25% year-over-year, beating the high end of its guidance, and posted its first quarter of positive GAAP EPS with $53 million of GAAP net income and adjusted EBITDA margin of 18%, up 13 percentage points |
| CIEN Ciena Corporation | 10 |
| +33.1% | Record Q1 revenue of $1.43B up 33% with EPS more than doubled |
| COHR Coherent, Inc. | 9 |
| +20.6% | Coherent delivered record Q3 revenue of $1.8 billion, up 21% year-over-year and 7% sequentially, with non-GAAP earnings per diluted share of $1.41, up 55% from the year ago quarter |
| CPAY Corpay | 8 |
| +25.4% | Blowout Q1 with 25% revenue and 29% EPS growth |
| CRDO Credo Technology Group Holding Ltd | 10 |
| +201.5% | Credo delivered a record third quarter, with revenue of $407 million up 52% sequentially and more than tripling year over year, at the high end of its revised guidance range |
| CRM Salesforce, Inc. | 9 |
| +12.1% | Q4 Revenue Surges 12% With Record Bookings Quarter |
| CRWD CrowdStrike | 9 |
| +23.3% | CrowdStrike closed FY2026 with Q4 revenue of $1.31 billion, up 23% and exceeding guidance, while ending ARR crossed the $5 billion milestone |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 |
| +111.7% | CoreWeave's first quarter of 2026 delivered record bookings of more than $40 billion, lifting contracted revenue backlog to $99.4 billion, and revenue of approximately $2.1 billion, up 112% year-over-year, as active power surpassed 1 gigawatt |
| CSCO Cisco Systems, Inc. | 9 |
| +9.7% | AI Orders Hit $2.1B Equaling Full FY25 Total |
| CTSH Cognizant | 8 |
| +5.8% | Strongest bookings growth in recent history at 21% YoY |
| DDOG Datadog | 10 |
| +32.1% | Datadog posted Q1 FY2026 revenue of $1.01 billion, up 32% year-over-year and crossing the $1 billion quarterly milestone for the first time |
| DELL Dell Technologies | 10 |
| +40.2% | AI Orders Explode to $34.1B in Record Quarter |
| DUOL Duolingo, Inc. | 9 |
| +26.5% | Duolingo delivered a strong first quarter of 2026, with GAAP revenue up 26.5% year-over-year and operating income up roughly 89% as gross margin expanded and operating leverage kicked in; adjusted EBITDA reached $83 million, about 29% of revenue |
| EA Electronic Arts | 8 |
| +11.1% | Financials-only auto-score |
| ECHO EchoStar Corporation | 4 |
| -5.2% | No earnings call transcript was available for this quarter from any public source, so this assessment reflects reported financial results only |
| EPAM EPAM Systems | 8 |
| +7.6% | Revenue at High End of Outlook with Organic Growth |
| FFIV F5, Inc. | 8 |
| +11.0% | F5 grew revenue 11% to $812 million, led by 22% product growth, its seventh consecutive quarter of double-digit product growth, with systems revenue up 26% to $226 million and software up 17% to $184 million |
| FICO Fair Isaac | 9 |
| +38.7% | FICO delivered a very strong quarter, with revenue of $692 million up 39% and GAAP EPS of $11.14 up 69%, driven by a 60% surge in Scores revenue as mortgage originations revenue rose 127% on full rack-rate pricing and a rebound in volume |
| FIG Figma, Inc. | 9 |
| +46.1% | Figma delivered its largest beat as a public company, with first-quarter revenue of $333 million up 46% year-over-year - a second consecutive quarter of accelerating growth |
| FIS Fidelity National Information Services | 7 |
| +30.1% | FIS opened fiscal 2026 with a broad beat, delivering 6.5% pro forma revenue growth and adjusted EPS of $1.36, up 12.4% year over year, while free cash flow more than doubled to $474 million |
| FISV Fiserv, Inc. | 3 |
| -2.0% | Q1 Revenue Decline in Line with Guided Expectations |
| FLEX Flex Ltd. | 9 |
| +16.9% | Flex finished fiscal 2026 with a standout fourth quarter: revenue of $7.5 billion, up 17%, a record adjusted operating margin of 6.7% (up 50 basis points), and adjusted EPS of $0.93, up 27% |
| FTNT Fortinet | 10 |
| +20.1% | Fortinet delivered 20% revenue growth with EPS surging 29% as AI-driven security demand accelerated and OT security billings surged over 70% |
| FTV Fortive | 5 |
| -27.5% | Strong start to 2026 with broad-based acceleration |
| GDDY GoDaddy | 7 |
| +6.1% | Revenue grew 6% with EBITDA margin expanding 210 basis points to 33% |
| GEN Gen Digital | 6 |
| +27.0% | Revenue crosses $5 billion for first time with 10th consecutive EPS beat |
| GLW Corning Inc. | 9 |
| +20.1% | Optical Communications surges 36% on Gen AI demand |
| GOOGL Alphabet Inc. | 9 |
| +21.8% | Cloud Revenue Accelerates Past $20B Milestone |
| GRMN Garmin | 8 |
| +14.2% | Revenue grew 14% to $1.75 billion with pro forma EPS of $2.08, up 29%, as Fitness wearables drove another record Q1 with 42% growth |
| HPE Hewlett Packard Enterprise | 8 |
| +19.1% | Record EPS with strong start to fiscal 2026 |
| HPQ HP Inc. | 5 |
| +6.9% | Revenue Grows 7% with Strong Personal Systems Performance |
| IBM International Business Machines Corporation | 8 |
| +9.5% | Software portfolio accelerating with broad-based strength |
| INTC Intel Corporation | 6 |
| +7.2% | Server CPU AI demand acceleration |
| INTU Intuit | 9 |
| +17.4% | Strong Q2 with 17% Revenue Growth Across Platform |
| IONQ IonQ, Inc. | 9 |
| +754.7% | IonQ opened 2026 with record first-quarter revenue of $64.7 million, up 755% year-over-year and more than 30% above guidance, its fourth consecutive record quarter, and raised full-year 2026 revenue guidance to $260 million to $270 million while targeting roughly 100% organic growth |
| IOT Samsara Inc. | 10 |
| +28.3% | Samsara closed FY2026 with $1.9 billion in ARR, up 30% year-over-year, and added $145 million of net new ARR in Q4 (up 33% year-over-year), its third consecutive quarter of accelerating net new ARR growth |
| IREN IREN Limited | 6 |
| -0.0% | IREN's March-quarter revenue was roughly flat year over year at $144.8 million, as Bitcoin mining revenue fell to $111.2 million (from $167.4 million) while AI cloud services revenue nearly doubled to $33.6 million |
| IT Gartner | 8 |
| +2.0% | CV Growth Accelerates to 1% from Q4 Trough |
| JBL Jabil | 9 |
| +23.1% | AI revenue raised to $13.1B with 46% YoY growth on broad momentum |
| JKHY Jack Henry & Associates | 8 |
| +8.7% | Record Q3 Revenue with 43 Year-to-Date Core Wins |
| KEYS Keysight Technologies | 9 |
| +23.3% | Record Q1 with revenue up 23% and beats across all metrics |
| KLAC KLA Corporation | 7 |
| +11.5% | AI-Driven Semiconductor Demand Acceleration |
| LDOS Leidos | 7 |
| +3.6% | Revenue up 4% with 3% organic growth to start FY2026 |
| LITE Lumentum Holdings Inc. | 9 |
| +90.1% | Revenue surged 90% year-over-year to a record $808 million, with components up 77% to $533 million and systems up 121% to $275 million as cloud transceivers grew over 40% sequentially |
| LRCX Lam Research | 9 |
| +23.8% | Record Revenue Driven by Accelerating AI Demand |
| MCHP Microchip Technology | 9 |
| +35.1% | Microchip closed fiscal 2026 with March-quarter net sales of $1.311 billion, up 35.1% year-over-year and above the high end of guidance, swinging back to a GAAP profit of $0.21 per share from a year-ago loss |
| MDB MongoDB, Inc. | 9 |
| +26.8% | MongoDB closed fiscal 2026 with total revenue of $695 million, up 27% year-over-year and above the high end of guidance, led by Atlas growth of 29% as it crossed a $2 billion run rate and non-Atlas growth of 20%, its best quarter in two years |
| META Meta Platforms, Inc. | 8 |
| +33.1% | Revenue accelerated to +33% at $56.3 billion, or 29% constant currency, with net income of $26.8 billion and EPS of $10.44 as AI recommendation systems drove record engagement |
| MPWR Monolithic Power Systems | 10 |
| +26.1% | Monolithic Power Systems delivered record quarterly revenue of $804 million, up 26% year-over-year and 7% sequentially, with the communications end market growing 33% sequentially on optical module and switch power solutions |
| MRVL Marvell Technology | 10 |
| +22.1% | FY2027 Revenue Outlook Raised to ~$11B From ~$10B |
| MSFT Microsoft Corporation | 9 |
| +18.3% | Microsoft delivered revenue of $82.9 billion, up 18%, with Azure growing 40% in constant currency against an accelerating prior-year comparison and the AI business surpassing $37 billion in annualized revenue growing 123% |
| MSI Motorola Solutions | 7 |
| +7.4% | Record Q1 Revenue with 7% Growth |
| MSTR MicroStrategy Inc. | 7 |
| +11.9% | Strategy reported a $14.5 billion Q1 operating loss from Bitcoin fair value decline, with holdings growing to 818,334 BTC representing 3.9% of total supply as the STRC preferred program raised $8.5 billion in nine months becoming the largest preferred equity issuance globally |
| MU Micron Technology, Inc. | 9 |
| +196.3% | Quarterly revenue nearly triples year over year |
| NET Cloudflare, Inc. | 10 |
| +33.5% | Revenue accelerates to 34% with record sales productivity |
| NOW ServiceNow | 7 |
| +22.1% | AI Revenue Target Raised 50% to $1.5B for 2026 |
| NTAP NetApp | 8 |
| +4.4% | Record Operating Income and EPS with Accelerating Growth |
| NVDA NVIDIA Corporation | 10 |
| +73.2% | Data center revenue acceleration |
| NXPI NXP Semiconductors | 7 |
| +12.2% | Revenue up 12% YoY with broad-based end market growth |
| ON ON Semiconductor | 6 |
| +4.7% | Revenue inflection with first YoY growth in seven quarters |
| ORCL Oracle Corporation | 9 |
| +21.7% | First 20%+ Organic Revenue and EPS Growth in 15 Years |
| PANW Palo Alto Networks | 6 |
| +14.9% | Record Q2 platformizations with broad-based organic strength |
| PATH UiPath Inc. | 9 |
| +13.6% | UiPath closed fiscal 2026 with fourth quarter revenue up 14% to $481 million (10% FX-neutral) and ARR of $1.853 billion, up 11%, while delivering its first full year of GAAP profitability on $282 million of GAAP net income |
| PLTR Palantir Technologies | 10 |
| +84.7% | Palantir delivered record Q1 revenue growth of 85% year-over-year to $1.633 billion, with US revenue surpassing 100% growth for the first time |
| PTC PTC Inc. | 9 |
| +21.7% | Strong Q2 at high end of ARR guidance with FCF above range |
| Q Qnity Electronics, Inc. | 10 |
| +17.6% | Qnity delivered a record Q1 with net sales of $1.3 billion, up 18% year-over-year, and adjusted EPS of $1.08 surging 33% on strong operating leverage |
| QBTS D-Wave Quantum Inc. | 2 |
| -81.0% | D-Wave's first-quarter 2026 revenue fell 81% to $2.9 million, but the drop was entirely a comparison against the prior-year quarter's one-time $12.6 million Jülich system sale; underlying QCaaS revenue grew nearly 15% and professional services over 26% |
| QCOM Qualcomm | 3 |
| -3.5% | Memory-Driven Handset Under-Shipment |
| RBLX Roblox Corporation | 6 |
| +39.3% | Roblox's Q1 2026 results were strong on paper, with revenue of $1.4 billion up 39%, bookings of $1.7 billion up 43%, and $596 million in free cash flow, but the story was a sharp cut to full-year guidance |
| RGTI Rigetti Computing, Inc. | 8 |
| +198.9% | Rigetti's first-quarter revenue nearly tripled to $4.4 million from $1.5 million a year earlier, driven by on-premises Novera QPU deliveries and government and research projects, with gross margin roughly steady at 31% |
| SHOP Shopify | 8 |
| +34.3% | Revenue surged 34% to $3.2 billion with GMV surpassing $101 billion for the second consecutive quarter, driven by AI-native operations, expanding Shopify Payments penetration, and accelerating enterprise momentum |
| SMCI Supermicro | 7 |
| +122.7% | Revenue of $10.2B Up 123% YoY With Margin Recovery |
| SNDK Sandisk Corporation | 9 |
| +251.0% | Sandisk delivered explosive Q3 results with revenue surging 251% year-over-year to $5.95 billion, driven by data center AI demand that grew 233% sequentially, while non-GAAP EPS reached $23.41 compared to $6.20 in the prior quarter |
| SNOW Snowflake Inc. | 9 |
| +30.1% | Snowflake capped fiscal 2026 with Q4 product revenue of $1.23 billion, up 30% year-over-year, and remaining performance obligations accelerating to $9.77 billion, up 42% |
| SNPS Synopsys | 7 |
| +65.5% | Strong Q1 with Revenue at High End of Guidance |
| SOUN SoundHound AI, Inc. | 8 |
| +51.7% | SoundHound opened 2026 with Q1 revenue of $44.2 million, up 52% year-over-year, and organic growth of 88% in its core automotive and IoT business excluding acquisitions, as turnaround acquisitions held down the blended rate |
| STX Seagate Technology Holdings | 10 |
| +44.1% | Revenue up 44% YoY with record gross and operating margins |
| SWKS Skyworks Solutions | 3 |
| -1.0% | Billion Dollar Multigenerational Android Design Win Secured |
| TDY Teledyne Technologies | 8 |
| +7.6% | Record Q1 Sales, EPS, and Operating Margin With Guidance Raised |
| TEAM Atlassian | 7 |
| +31.7% | Revenue Accelerates to 32% Growth with $1.1B Cloud Quarter |
| TEL TE Connectivity | 8 |
| +14.5% | Record EPS and Orders with Broadening Growth |
| TER Teradyne | 9 |
| +87.0% | Teradyne shattered records with revenue surging 87% year-over-year and semi test crossing the $1 billion milestone for the first time, as non-GAAP EPS of $2.56 came above the high end of guidance |
| TRMB Trimble Inc. | 9 |
| +11.8% | Q1 beat with 12% organic growth and guidance raised |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 9 |
| +35.1% | Taiwan Semiconductor opened 2026 with first quarter revenue of $35.9 billion, up 6.4% sequentially in U.S |
| TTD The Trade Desk, Inc. | 8 |
| +11.8% | Revenue $689M, +12% YoY with continued CPG/auto pressure |
| TTWO Take-Two Interactive | 7 |
| +6.2% | Take-Two closed FY2026 with Q4 net bookings of $1.58 billion, beating the high end of guidance, as the GTA series, NBA 2K, and Zynga mobile all exceeded expectations |
| TXN Texas Instruments | 9 |
| +18.6% | Industrial Recovery Broadening Across All Sectors |
| TYL Tyler Technologies | 8 |
| +8.6% | Record Revenue Quarter with Strong Recurring Revenue Growth |
| U Unity Software Inc. | 9 |
| +16.8% | Unity posted strategic revenue growth of 35% year-over-year and its best adjusted EBITDA margin in over two years at 27%, up 65% year-over-year |
| UBER Uber | 8 |
| +14.5% | Broad-Based Growth Acceleration Across All Segments |
| VRSN Verisign | 7 |
| +6.6% | Record Domain Base at 176.1 Million Names |
| WDAY Workday, Inc. | 7 |
| +14.5% | AI products generate $100M+ new ACV in Q4, $400M+ total ARR |
| WDC Western Digital | 9 |
| +45.5% | Cloud revenue surges 48% on strong nearline demand |
| XYZ Block, Inc. | 8 |
| +4.9% | Record Adjusted Profitability With Strong GP Growth |
| ZBRA Zebra Technologies | 8 |
| +14.3% | Record Gross Margin Q1 With Strong Execution Across the Business |
| ZS Zscaler | 9 |
| +25.9% | ARR Grows 25% to $3.4B with Organic Net New ARR Accelerating |