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May 27, 2026 06:30 ET  | Source: Nano Dimension

Accelerating Progress Toward Unlocking and Maximizing Long-Term Shareholder Value

Transaction Expected to Reduce Annualized Cash Burn by Approximately $15 Million

WALTHAM, Mass., May 27, 2026 (GLOBE NEWSWIRE) -- Nano Dimension Ltd. (Nasdaq: NNDM) (“Nano Dimension”, “Nano”, or the “Company”) today announced that it has entered into a definitive agreement to sell MarkForged, Inc. (“MarkForged”), a wholly owned subsidiary, to Stratasys Ltd. (NASDAQ: SSYS) (“Stratasys”) in an all-cash transaction valued at $42.5 million.

The transaction represents another major step in Nano Dimension’s previously announced three phase strategic plan, which is being executed in parallel, and further advances the Company’s Phase 3 progress toward maximizing long-term shareholder value. Phase 1 focuses on streamlining operations and reducing cash burn through efficiency initiatives and disciplined cost management. Phase 2 focuses on the monetization of product lines to simplify the business and strengthen the balance sheet. Phase 3 focuses on evaluating strategic alternatives to maximize long-term shareholder value and selecting the most compelling path forward.

The sale of MarkForged, Inc. is part of Phase 2 of our strategic plan. The transaction is expected to reduce annualized cash burn by approximately $15 million through a combination of direct and indirect operating cost savings, including certain costs not solely attributable to MarkForged. Nano Dimension will retain the Markforged Metal Binder Jetting product line.

“We are pleased to have reached an agreement with Stratasys that we believe positions MarkForged for continued growth and success under its ownership. This transaction represents a deliberate step in advancing Nano Dimension’s three phase strategic plan and accelerating Phase 3 execution,” said David Stehlin, Chief Executive Officer of Nano Dimension. “We have made meaningful progress across Phase 1 and Phase 2, including cost reductions, operational streamlining and multiple product line monetization actions. As Phase 3 continues to accelerate, we have recently advanced discussions with a focused set of strategic opportunities and potential partners aimed at maximizing long-term shareholder value.”

The transaction is expected to close in the second half of 2026, subject to customary closing conditions and regulatory approvals.

About Nano Dimension Ltd.

Driven by strong trends in onshoring, national security, and increasing product customization, Nano Dimension Ltd. (Nasdaq: NNDM) delivers advanced Digital Manufacturing technologies to the defense, aerospace, automotive, electronics, and medical devices industries, enabling rapid deployment of high-mix, low-volume production with IP security and sustainable manufacturing practices. For more information, please visit https://www.nano-di.com/.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include statements regarding Nano’s strategic plan and focus on value to shareholders, the expected benefits of the transaction, the reduction in Nano’s annualized cash burn as a result of such sale, the expected timing of the closing of such sale and all other statements other than statements of historical fact that address activities, events or developments that Nano intends, expects, projects, believes or anticipates will or may occur in the future. Forward-looking statements may be characterized by terminology such as “believe,” “project,” “expect,” “anticipate,” “estimate,” “forecast,” “outlook,” “target,” “endeavor,” “seek,” “predict,” “intend,” “strategy,” “plan,” “may,” “could,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” or the negative thereof or variations thereon or similar terminology generally intended to identify forward-looking statements. Such statements are based on management’s beliefs and assumptions made based on information currently available to management. These forward-looking statements involve known and unknown risks and uncertainties, which may cause the Company’s actual results and performance to be materially different from those expressed or implied in the forward-looking statements. Accordingly, we caution you that any such forward-looking statements are not guarantees of future performance and are subject to risks, assumptions, estimates and uncertainties that are difficult to predict. Because such statements deal with future events and are based on the current expectations of Nano, they are subject to various risks and uncertainties. The forward-looking statements contained or implied in this communication are subject to other risks and uncertainties, including those discussed under the heading “Risk Factors” in Nano’s annual report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on March 31, 2026, and in any subsequent filings with the SEC. Except as otherwise required by law, Nano undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. References and links to websites have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this communication.

Contacts:

Investors: Purva Sanariya
Director, Investor Relations
[email protected]

Media: Samuel Manning
Principal Manager, External Communications
[email protected]

MINNETONKA, Minn.--(BUSINESS WIRE)--Stratasys (NASDAQ: SSYS) celebrated the grand opening of its Americas Regional Corporate Headquarters (ARCH), a new 200,000-square-foot facility in Minnetonka, Minnesota, underscoring the company’s continued commitment to the U.S. market and to strengthening the high-tech manufacturing capacity that will help define the future of industrial innovation in Minnesota.

The event brought together United States Representative Betty McCollum; United States Representative Brad Finstad; United States Representative Kelly Morrison; Erin Streeter, EVP of National Association of Manufacturers; Scott Crump, inventor of Fused Deposition Modeling (FDM) and Stratasys Board Member, together with his wife Lisa Crump, co-founder of Stratasys in 1988; alongside Stratasys leadership, customers, partners, and community stakeholders, underscoring the critical role of additive manufacturing in strengthening regional economic development and industrial competitiveness.

United States Congressman and House Majority Whip Tom Emmer said: “Stratasys is helping Minnesota lead in innovation and development as a global leader in additive manufacturing. With the grand opening of their new facility in Minnetonka comes good paying jobs and economic growth. Their investments in the region are bringing hundreds of high‑skilled engineering, manufacturing, and technical jobs to Minnesota. I’ve been proud to support their work in the past and look forward to working with them in the future.”

United States Representative Betty McCollum added: “As a pioneer in additive manufacturing technologies, Stratasys is at the forefront of advancing our country's national and economic security. Their innovations are making the work of our service members safer, more efficient, and more cost-effective for the taxpayer. I’m thrilled to welcome their new facility here in Minnesota, and I look forward to watching them flourish as a premier innovator in the Twin Cities.”

Also speaking at the ceremony, Erin Streeter, Executive Vice President of the National Association of Manufacturers (NAM), added: “Congratulations to Stratasys on today’s grand opening, an exciting milestone for manufacturing in Minnesota. This investment strengthens the region’s manufacturing capabilities, supports strong jobs, and expands opportunities for manufacturing workers. Additive manufacturing is helping drive the next era of American manufacturing, and Stratasys’ continued investment in Minnesota is a strong example of that progress.”

Dr. Yoav Zeif, Chief Executive Officer of Stratasys, commented, “This state-of-the-art facility in Minnesota brings together our talent, technology, and the capabilities needed to innovate, collaborate, and help our customers accelerate additive manufacturing production at scale.”

ARCH brings together engineering, advanced research and development, applications expertise, and customer collaboration capabilities under one roof, along with Stratasys Direct, the company’s on-demand manufacturing business. Visitors to the facility can experience industrial-scale 3D printing technologies in action and see how Stratasys delivers production grade parts across aerospace, defense, automotive, healthcare, dental, and industrial applications.

“Bringing our teams together under one roof has a meaningful impact on how we operate, innovate, and serve our customers,” said Rich Garrity, Chief Business Unit Officer of Stratasys and NAM Board Member. “ARCH gives us the scale and workspace to accelerate collaboration across engineering, manufacturing, and customer facing teams, enabling faster delivery of high-quality solutions.”

As part of its commitment to the local community, with the teams on-site for the event, Stratasys also highlighted its partnership with High Tech Kids and its support for FIRST Robotics programs in Minnesota, reinforcing its role in advancing STEM education and developing the next generation of engineers.

The opening of ARCH follows a recent independent audit of Stratasys’ Environmental, Health, and Safety (EHS) management systems at the Minnetonka campus, which confirmed alignment with ISO 14001 and ISO 45001 standards and recommended renewal of both certifications. This demonstrates the company’s ability to scale operations while maintaining rigorous global quality, compliance, and ESG practices.

The launch of ARCH underscores Stratasys’ continued commitment to U.S.-based innovation, workforce development, and community engagement, reinforcing its leadership in advanced manufacturing and its role in enabling more sustainable production.

About Stratasys

Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries including aerospace, automotive, consumer products, and healthcare. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage of the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.

To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, X/Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including Stratasys’ websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Those forward-looking statements are based on current information that is, by its nature, subject to potential change, due to risks and uncertainties faced by the Company, including those risks described in Item 3.D “Key Information - Risk Factors” of Stratasys’ annual report on Form 20-F for the year ended December 31, 2024, which Stratasys filed with the SEC on March 6, 2025, and in other reports and documents that Stratasys files with or furnishes to the SEC from time to time, which are designed to advise interested parties of the risks and factors that may affect Stratasys’ business, financial condition, results of operations and prospects. Any forward-looking statements made in this press release are made as of the date hereof, and Stratasys undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

Ambarella, Inc. is positioned for growth in edge AI, targeting industrial automation, robotics, and automotive markets with new hardware and software platforms. I recommend AMBA shares with a Buy rating and $84.28 price target (6.60x eFY28 price/sales), citing valuation remediation and robust top-line growth prospects. AMBA's next-gen CV7 chip and Cooper Developer Platform enable cloudless robotics orchestration, providing a complete ecosystem for AI-enabled machine vision.

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SANTA CLARA, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its first quarter fiscal year 2027 earnings conference call on Thursday, May 28, 2026, at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.

Those interested in asking a question on the call are required to register online in advance. Upon completing the first step of the online registration process, please note a registration verification code will be emailed to you, and this code must be entered to complete the online registration process. Once registered and verified, the dial-in numbers will be sent to the registered email with a personal identification number (PIN). When dialing in for the live call, the PIN number must be provided to access the call.

The live webcast of the conference call, and a webcast replay, will be available at: http://investor.ambarella.com/events.cfm

About Ambarella

With an installed base of more than 42 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy.  For more information, please visit www.ambarella.com.

Contact:
Louis Gerhardy
VP Corporate Development
408-636-2310
[email protected]

New quarterly program engages industry research analysts covering edge-AI and physical AI segments, including automotive, edge infrastructure, IoT, physical security and robotics May 21, 2026 09:00 ET  | Source: Ambarella

SANTA CLARA, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced the launch of its Industry Analyst Briefing Call, a new quarterly program designed to deepen engagement specifically with non-financial industry analysts whose coverage shapes how enterprise buyers, automotive OEMs, and ecosystem partners evaluate edge and physical AI silicon.

The inaugural session will be held on June 4, 2026 at 10 am Pacific / 1 pm Eastern, with Muneyb Minhazuddin, Customer Growth Officer, hosting the session. The briefing is expected to run approximately 45 minutes and will include a moderated question-and-answer segment.

Discussion topics are expected to include Ambarella's edge AI portfolio direction, end-market progression across automotive, edge infrastructure, IoT, physical security and robotics, and the maturing developer ecosystem anchored by the Cooper™ Developer Platform and the Ambarella Developer Zone.

Attendance is by invitation only. Industry research analysts interested in participating in this session can contact [email protected] from a corporate email address.

The Industry Analyst Briefing Call is intended as a recurring quarterly program. Subsequent sessions will be communicated through direct outreach.

About Ambarella
With an installed base of more than 42 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.

Contact:
Jonathan Miller
Director, Marketing
408-365-4348
[email protected]

Represents Ambarella's Broadest Long-Term Partnership Valued in Excess of $800 Million in Potential Revenue

Groundbreaking long-term agreement among the first in the edge AI market, signaling the industry's accelerating demand for a scalable edge AI platformDecade-long mutual partnership enables both companies to collaborate on the rapid development and proliferation of edge AI across multiple industriesHanwha intends to leverage Hanwha Vision's expertise on vision solutions and cybersecurity together with Ambarella's edge AI platform across Hanwha’s robotics, industrial automation, and life sciences businessesAmbarella's edge AI platform comprises an installed base of more than 46 million units and 12 edge AI SoCs delivering up to hundreds of TOPS of AI inference performance, supporting CNN, generative AI and agentic frameworks, all enabled by the Cooper Development Platform SEONGNAM, South Korea and SANTA CLARA, Calif., May 28, 2026 (GLOBE NEWSWIRE) -- Following the signing of a MoU in March by Fermi Wang, President and CEO of Ambarella, Inc. (NASDAQ: AMBA) and Kim Dong-Seon, Senior Executive Vice President of Hanwha Group, today the companies announced the signing of a long-term agreement (LTA) for the sourcing and co-development of Ambarella edge AI technology across Hanwha product lines and industries. The agreement, with an estimated value in excess of $800 million in potential revenue over a period exceeding ten years, represents one of the largest long-term partnerships in Ambarella's history and one of the first agreements of its kind in the edge AI semiconductor market.

The LTA covers the co-development and deployment of Ambarella and Hanwha Visions's current and next-generation edge AI systems-on-chip (SoCs) and software across Hanwha’s expanding portfolio of intelligent devices and systems, spanning video security, robotics, industrial automation, and life sciences. The multi-generational structure of the agreement is designed to enable both companies to plan jointly across technology roadmaps, accelerate product development cycles, and bring new categories of AI-enabled products to market at scale.

Ambarella's edge AI platform, built on the company's proprietary CVflow AI accelerator architecture, integrates AI inference processing, image signal processing, and video encoding on a single, low-power SoC. With an installed base of more than 46 million AI units, the platform spans 12 edge AI SoCs delivering performance levels suited to applications from compact AI cameras through high-performance multi-sensor perception systems for robotics and autonomous machines. The Cooper Development Platform provides OEMs, ISVs, and application developers with open, scalable tools and resources, accessible through the Ambarella Developer Zone, to build, integrate, and deploy edge AI solutions across these product families. The technologies and applications developed through this LTA are expected to contribute to the broader ecosystem served by Hanwha and Ambarella's global footprint.

Hanwha Vision will retain full proprietary control over the engineering, design, and sourcing for its Wisenet SoC, which the company has developed in-house since the first generation launched in 2010. This agreement with Ambarella extends and complements Hanwha Vision's internal R&D capabilities by integrating Ambarella's edge AI processing with Hanwha Vision's established expertise in image processing, intelligent analytics, and cybersecurity. Furthermore, by establishing a broader ecosystem together, the company will solidify its leadership in Proactive Vision Intelligence solutions.

For Ambarella, the LTA represents one of the company's largest partnership to date. Ambarella reported fiscal year 2026 revenue of $390.7 million, with IoT revenue growing approximately 50% year-over-year, driven by the adoption of edge AI across enterprise security, portable video, and new device categories. The company's IoT product roadmap spans its CV72, CV75, CV7 and N1 SoC families, which support AI inference, image signal processing, and video encoding on a single chip at power levels suited to edge deployment.

"This long-term agreement reinforces Hanwha's investment in intelligent vision solutions and AI technologies across our portfolio," said Kim Dong-seon, Senior Executive Vice President of Hanwha Group. "Combining Hanwha Vision's expertise in image processing, analytics, and cybersecurity with Ambarella's edge AI platform is designed to help our customers and their integration partners deploy a broader range of AI-driven applications tailored to their individual operational requirements."

"We are honored to enter into this long-term agreement with Hanwha, which represents one of the largest partnerships in Ambarella's history," said Dr. Fermi Wang, President and CEO of Ambarella. "This multi-generational partnership has the potential to accelerate the development and delivery of high-performance, AI-enabled products across multiple industries. We expect this agreement to drive substantial multi-year revenue growth consistent with our long-term financial model."

About Ambarella

With an installed base of more than 46 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy.  For more information, please visit www.ambarella.com.

Louis Gerhardy
408.636.2310
[email protected]

MarketBeat Week in Review – 09/01 - 09/05Ambarella NASDAQ: AMBA reported fiscal first-quarter results that landed within its guidance ranges, while management emphasized growing momentum in edge artificial intelligence, automotive telematics and new long-term customer agreements.

President and CEO Fermi Wang said the company delivered revenue, gross margin and operating expenses in line with its key financial targets for the quarter ended April 30, 2026. He said demand signals for edge AI remain “very strong” and that Ambarella is entering a new phase of market development through long-term agreements that could provide more predictable revenue over time.

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Ambarella's Earnings Prove Its Edge AI Strategy Is a Winner“As a recognized edge AI leader, we are entering a new and significant phase for our market development with the execution of long-term customer agreements,” Wang said.

Quarterly Results and Outlook CFO John Young said fiscal first-quarter revenue was $100.4 million, slightly above the midpoint of the company’s prior guidance range of $97 million to $103 million. Revenue declined 0.5% sequentially and rose 16.9% from a year earlier.

5 Stocks to Buy and Hold for the Rise of Physical AINon-GAAP gross margin was 59.9%, also slightly above the midpoint of guidance, while non-GAAP operating expenses were $56.4 million, slightly below the midpoint of the company’s forecast. Ambarella reported non-GAAP net profit of $5 million, or $0.11 per diluted share.

Young said automotive revenue rose at a strong double-digit rate sequentially, driven by commercial vehicles, while IoT revenue was seasonally lower. IoT represented about three-quarters of total revenue, Wang said, with enterprise security cameras growing in the high single digits sequentially, offset by a double-digit sequential decline in consumer IoT.

For the fiscal second quarter, Ambarella forecast revenue of $105 million to $111 million, with a midpoint of $108 million. Young said both automotive and IoT revenue are expected to increase sequentially, with growth in consumer and capital-expenditure-driven markets. The company expects non-GAAP gross margin of 59% to 60.5% and non-GAAP operating expenses of $56 million to $59 million.

Long-Term Agreements Take Center Stage A major focus of the call was Ambarella’s expanding use of long-term agreements, or LTAs, with customers. Wang said such agreements typically involve multi-year commitments around volume and pricing and may include standard products or semi-custom AI system-on-chips tailored to specific workloads.

Ambarella announced an LTA with Hanwha in South Korea covering the sourcing and co-development of Ambarella’s edge AI technology across Hanwha product lines and industries, including physical security, operational automation, life sciences, robotics and other industrial markets. Wang said the agreement has potential revenue exceeding $800 million over more than 10 years and is one of the largest agreements in Ambarella’s history.

In response to an analyst question, Wang said Ambarella has had a relationship with Hanwha for 15 years and expects to gain share through the new agreement. Louis Gerhardy, vice president of corporate development, described Hanwha as a major multinational conglomerate with more than $60 billion in annual revenue and said a key part of the relationship is expanding beyond the companies’ existing physical security business.

Wang also discussed a separate LTA involving Ambarella’s first 2-nanometer chip, a semi-custom edge AI SoC called CV8, which taped out in January. He said that chip will serve consumer and enterprise IoT endpoint markets and is expected to begin production in the first half of fiscal 2028.

Automotive and Telematics Revenue Hits Record Wang said Ambarella’s automotive revenue reached an all-time quarterly record in the first quarter and is on pace to set a fiscal-year record. He said growth was led by the emergence of AI in commercial vehicle telematics and automotive safety applications.

While third-party research firms expect global automotive production to decline 1% to 2% this year and automotive semiconductor market growth of 10% to 15%, Wang said Ambarella expects its automotive revenue to outpace those figures. In response to Deutsche Bank analyst Ross Seymore, Wang said the company continues to expect full-year automotive growth of 10% to 15%.

Gerhardy said the telematics market includes about 100 million subscribers and is growing at roughly a 10% compound annual rate, citing third-party research firms. He said only about 15% to 20% of that base uses AI and AI video as an additional feature, creating an opportunity for more sophisticated AI workloads and higher chip demand.

Wang also highlighted customer activity in the quarter, including Lytx designing Ambarella’s CV75 and CV72 chips into multiple platforms. He also cited automotive safety design wins with South Korea-based Yura and a Western original equipment manufacturer in China.

Robotics, Edge Infrastructure and AI Platform Expansion Ambarella said it now has more than 15 robotics design wins, including aerial drones, with lifetime revenue exceeding $100 million, along with more than 30 customers in its robotics pipeline. Wang said the company’s chips are being used across applications including industrial automation, autonomous mobile robots and delivery robots.

Wang said robotics design wins are largely based on Ambarella’s CV product line, with most tied to 5-nanometer products, though some include 10-nanometer and 4-nanometer products. He said the company is focused on perception, sensor fusion and decision-making functions within robotic systems.

Ambarella also continues to build its edge infrastructure business. Wang said the company has customer engagements and design wins for its N1-655 edge AI SoC, with the first related products expected in the second half of the year. Gerhardy said current products address a serviceable available market of a couple hundred million dollars for applications such as AI vision boxes.

Wang said Ambarella has cumulatively shipped more than 46 million edge AI SoCs and has 12 edge AI SoCs available. He said the company’s software platform supports more than 200 AI model architectures that have reached production.

Balance Sheet, Inventory and Buybacks Ambarella ended the quarter with $277.8 million in cash and marketable securities, down $34.8 million from the prior quarter but up $18.4 million from the year-earlier period. Young said the sequential decline was primarily due to higher inventory levels to support new product cycles.

Days of inventory rose to 145 from 99 in the prior quarter. Management said the inventory build reflected efforts to better serve customers and protect against supply-chain constraints. Wang said the company had been informed that supply from “Senso” was getting tighter and that Ambarella viewed the inventory build as prudent.

The company repurchased 47,798 shares during the quarter for $2.4 million at an average price of $51.04 per share. Young said Ambarella’s board authorized a new $50 million repurchase program valid through June 30, 2027, replacing a program set to expire June 30, 2026.

Wang said Ambarella continues to expect its long-term gross margin model to remain in a range of 59% to 62% as its business mix evolves across automotive, IoT, robotics and edge AI infrastructure.

About Ambarella NASDAQ: AMBAAmbarella, Inc is a global semiconductor company headquartered in Santa Clara, California, specializing in video compression, image processing and computer vision technologies. The company designs low-power, high-definition system-on-chip (SoC) solutions that enable the capture, processing and streaming of video in a variety of embedded applications. Ambarella's platforms combine advanced video encoding, multi-core central processing units and hardware accelerators to deliver high-resolution imaging with low power consumption.

Ambarella's product portfolio caters to multiple markets, including security and surveillance, automotive vision, wearable cameras, drones and robotics.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Ambarella, Inc. (AMBA) Q1 2027 Earnings Call Transcript

Ambarella stock is showing notable weakness. What’s behind AMBA decline? Q1 Results Top EstimatesAmbarella reported earnings of 11 cents per share, edging past the 10 cent consensus estimate and improving sharply from the 7 cents it posted a year earlier. Revenue for the quarter came in at nearly $100.36 million, slightly above the approximately $100.14 million analysts were looking for and up nearly 17% from the same period last year. The company's official release from Santa Clara noted that total revenue for the quarter was $100.4 million.

On a non‑GAAP basis, gross margin was 59.9%, compared with 62% last year, and non‑GAAP net income reached $5 million, or 11 cents per share, up from $3 million and 7 cents per share a year earlier.

Ambarella ended the quarter with $277.8 million in cash, cash equivalents and marketable debt securities, down from $312.6 million in the prior quarter but above the $259.4 million it held at the same time last year.

CEO Fermi Wang said the company met its financial targets while continuing to strengthen its edge AI platform. He highlighted record automotive revenue driven by rapid adoption of AI in commercial vehicles and expressed confidence in the company's ability to support increasingly complex AI workloads with new products that carry higher average selling prices.

Q2 Guidance Pressures The StockDespite the solid first-quarter performance, the stock is under pressure because the company's second‑quarter revenue forecast did not meet expectations at the midpoint. Ambarella projected second-quarter sales between $105 million and $111 million, while analysts were looking for roughly $107.4 million.

The company also expects non‑GAAP gross margin to land between 59% and 60.5% and anticipates non‑GAAP operating expenses between $56 million and $59 million.

AMBA Shares Are DroppingAMBA Price Action: Ambarella shares were down 20.27% at $73.22 at the time of publication on Friday, according to Benzinga Pro.

Image: Sundry Photography/Shutterstock

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Stock to Watch: Ambarella (AMBA - Free Report) Headquartered in Santa Clara, CA, Ambarella Inc. develops video compression and image processing semiconductors, which enables high-definition or HD video capture, share and display.

AMBA is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Computer and Technology stock. AMBA has a Momentum Style Score of A, and shares are up 7% over the past four weeks.

One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.01 to $0.75 per share. AMBA boasts an average earnings surprise of +52.1%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, AMBA should be on investors' short list.

Ambarella, Inc. (AMBA) Presents at Bank of America 2026 Global Technology Conference Transcript

Boyd Awarded for Excellence in Innovation, Quality, Delivery Support, and Customer Dedication

BOCA RATON, Fla.--(BUSINESS WIRE)--Boyd, a leader in engineered materials that seal, shield, insulate and protect innovative applications, today announced it was awarded Supplier of the Year by Gentex Corporation for the second consecutive year. This back-to-back recognition reflects Boyd’s continued excellence across innovation, quality, and delivery, and its strong dedication to Gentex throughout 2025.

Boyd awarded for outstanding performance by Gentex as 2025 Supplier of the Year for innovation, quality, and delivery support excellence.

Share “Earning this recognition two years in a row is a testament to the consistency, resilience, and customer-first mindset of our global team,” said Kevin Kettler, Boyd President. “We are proud to strengthen our partnership with Gentex by delivering high-performance solutions that enable their next-generation vision and safety technologies.”

“We value partners who consistently raise the bar,” said Craig Piersma, Gentex Vice President of Marketing and Corporate Communications. “Collaborating with high-performing suppliers like Boyd who share our commitment to innovation enables us to continue advancing driver vision and automotive safety technologies.”

From advanced onboard displays and vision systems to ruggedized battery energy storage and safety systems, Boyd’s technologies power a wide range of next generation intelligent mobility applications. Designed for extreme environments, these advanced material solutions deliver uncompromising safety, reliability, and durability. Boyd’s compact, lightweight designs maximize energy efficiency, improve overall system performance, and enable higher power densities across batteries and onboard electronics.

With 19 manufacturing sites worldwide, Boyd delivers engineered material solutions across North America, Europe, and Asia-Pacific. Backed by rapid prototyping, in-house testing, and IATF 16949-certified facilities, Boyd enables customers to accelerate development and scale new models, features, and technologies with regional agility.

About Boyd

Boyd is the trusted global innovator of sustainable solutions that make our customers’ products better, safer, faster, and more reliable. Our innovative engineered materials advance our customers’ technology to maximize performance in the world’s most advanced data centers; advance the accuracy of cutting-edge personal healthcare and diagnostic systems; enable performance-critical aircraft and security technologies; enhance reliability and extend range for intelligent mobility applications; and accelerate innovation in next-generation electronics and human-machine-interface. Core to Boyd’s global manufacturing is a deep commitment to protecting the environment with sustainable, scalable, lean, strategically located regional operations that reduce waste and minimize carbon footprint.​ We empower our employees, develop their potential, and inspire them to do the right things with integrity and accountability to champion our customers’ success.

Visit us at www.boydcorp.com

About Gentex

Founded in 1974, Gentex Corporation (NASDAQ: GNTX) is a technology company that leverages its core competencies, strategic partnerships, acquisitions, and ongoing research to create market leading positions in a variety of verticals. You can view some of the Company’s latest technology at www.gentex.com.

Posted by Defense World Staff on Apr 17th, 2026

Gentex (NASDAQ:GNTX – Get Free Report) is expected to be posting its Q1 2026 results before the market opens on Friday, April 24th. Analysts expect Gentex to post earnings of $0.44 per share and revenue of $649.4180 million for the quarter. Individuals are encouraged to explore the company’s upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Friday, April 24, 2026 at 9:30 AM ET.

Gentex (NASDAQ:GNTX – Get Free Report) last announced its quarterly earnings results on Friday, January 30th. The auto parts company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.43 by $0.01. The firm had revenue of $644.40 million during the quarter, compared to the consensus estimate of $650.90 million. Gentex had a net margin of 15.19% and a return on equity of 16.05%. The firm’s quarterly revenue was up 19.0% on a year-over-year basis. During the same period last year, the firm posted $0.39 EPS. On average, analysts expect Gentex to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Gentex Trading Up 0.6% GNTX opened at $21.82 on Friday. The stock has a market capitalization of $4.66 billion, a PE ratio of 12.54 and a beta of 0.77. Gentex has a 1-year low of $20.48 and a 1-year high of $29.38. The firm has a 50-day moving average price of $22.50 and a two-hundred day moving average price of $23.56.

Gentex Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 8th will be given a $0.12 dividend. This represents a $0.48 annualized dividend and a yield of 2.2%. The ex-dividend date is Wednesday, April 8th. Gentex’s dividend payout ratio (DPR) is presently 27.59%.

Insider Transactions at Gentex In other news, CEO Steven R. Downing sold 35,000 shares of Gentex stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $24.75, for a total transaction of $866,250.00. Following the completion of the sale, the chief executive officer owned 211,670 shares in the company, valued at $5,238,832.50. The trade was a 14.19% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CTO Neil Boehm sold 11,248 shares of Gentex stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $24.82, for a total transaction of $279,175.36. Following the sale, the chief technology officer owned 58,951 shares of the company’s stock, valued at approximately $1,463,163.82. This represents a 16.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 58,133 shares of company stock worth $1,442,313 in the last quarter. 0.45% of the stock is owned by company insiders.

Institutional Inflows and Outflows Hedge funds and other institutional investors have recently bought and sold shares of the company. CIBC Private Wealth Group LLC lifted its stake in Gentex by 2,420.7% in the third quarter. CIBC Private Wealth Group LLC now owns 2,067 shares of the auto parts company’s stock valued at $58,000 after buying an additional 1,985 shares in the last quarter. Arax Advisory Partners bought a new position in Gentex in the fourth quarter valued at approximately $52,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in Gentex in the third quarter valued at approximately $117,000. EverSource Wealth Advisors LLC lifted its stake in Gentex by 2,038.4% in the second quarter. EverSource Wealth Advisors LLC now owns 4,512 shares of the auto parts company’s stock valued at $99,000 after buying an additional 4,301 shares in the last quarter. Finally, Kestra Advisory Services LLC bought a new position in Gentex in the fourth quarter valued at approximately $140,000. Institutional investors own 86.76% of the company’s stock.

Wall Street Analysts Forecast Growth Several research firms have weighed in on GNTX. B. Riley Financial lowered their price objective on shares of Gentex from $32.00 to $28.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. UBS Group restated a “neutral” rating and issued a $24.00 price objective (down from $25.00) on shares of Gentex in a research report on Tuesday. Wall Street Zen upgraded shares of Gentex from a “hold” rating to a “buy” rating in a research report on Sunday, March 8th. Weiss Ratings restated a “hold (c)” rating on shares of Gentex in a research report on Thursday, January 22nd. Finally, Freedom Capital upgraded shares of Gentex to a “strong-buy” rating in a research report on Friday, March 27th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $26.57.

View Our Latest Stock Report on GNTX

Gentex Company Profile (Get Free Report)

Gentex Corporation (NASDAQ: GNTX) is a global technology company specializing in the design and manufacture of automotive and aerospace products. The company’s primary business centers on automatic-dimming rearview mirrors, advanced driver-assistance systems (ADAS), and camera-based driver monitoring technologies. In the automotive sector, Gentex supplies exterior and interior mirrors with integrated electronics, connectivity features, and safety capabilities to many of the world’s leading original equipment manufacturers (OEMs).

See Also Five stocks we like better than Gentex

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Key Highlights:

New AudioLuxe by La-Z-Boy® premium audio furniture line debuts at High Point Market with select availability this fallThe product line combines an integrated audio experience with the comfort and quality for which La-Z-Boy is knownKey features, driven by consumer led insights, include Sound by Klipsch, surround sound with audio-visual sync, Auracast™ Bluetooth audio sharing, personalized controls, and La-Z-Boy customizable comfort MONROE, Mich., April 20, 2026 (GLOBE NEWSWIRE) -- La-Z-Boy Incorporated (NYSE: LZB), a global leader in the retail and manufacture of residential furniture, is bringing premium audio to its motion furniture lineup with the debut of AudioLuxe by La-Z-Boy®, a new product line featuring integrated Klipsch sound systems. The collection makes its industry debut at the April 2026 High Point Market with select availability this fall and leverages La-Z-Boy’s in-house consumer led insights to drive innovation.

AudioLuxe pairs La-Z-Boy’s signature customizable comfort with Sound by Klipsch, delivering crystal clear tones and deep bass vibrations directly through the furniture. The line features speakers and subwoofers built directly into a range of recliners and motion furniture. With modern silhouettes and clean lines, the AudioLuxe line is designed to complement contemporary living spaces.

“At La-Z-Boy Incorporated, we prioritize delivering an unmatched comfort experience through every product,” said Nelly Martínez Garza, Sr. Director of Product Design. “With AudioLuxe, we’re pairing the comfort and quality that La-Z-Boy consumers have trusted for generations with the premium audio performance Klipsch is known for. There’s nothing on the market that provides audio immersion at this level of comfort, and we’re excited for AudioLuxe to make its way into living rooms and home theaters nationwide. The new line further advances La-Z-Boy Incorporated’s Century Vision strategy of expanding brand reach and will be manufactured within our United States manufacturing footprint.”

Premium audio, precisely positioned

AudioLuxe is engineered in partnership with Klipsch, an American audio brand with more than 80 years of innovation in home theater, sound bars, and high-performance speaker systems. Together, the companies have developed an integrated audio experience with speakers and subwoofers positioned for optimal, immersive sound delivery.

“This partnership brings together two American icons with the shared vision to establish a new benchmark for comfort and sound, redefining the way we enjoy entertainment at home," said Vince Bonacorsi, Chief Operating Officer of Klipsch. “Our advanced audio technologies, refined over the last eight decades, allow the AudioLuxe products to deliver a new level of realism for an embedded audio experience unlike anything currently on the consumer market.”

Key features of the AudioLuxe line include:

Sound by Klipsch: Wireless speakers and subwoofers by Klipsch are embedded directly into recliners and sofas, delivering sound you can feelSurround sound with audio-visual sync: When paired with the Klipsch Flexus Sound System, AudioLuxe furniture enables dynamic, 5.1.2 surround sound powered by Dolby® AtmosAuracast™ Bluetooth audio sharing: Broadcast high-quality audio to each seat by connecting a phone or tablet to an AudioLuxe piece, then sharing the sound to all other Auracast™-enabled seats or speakers in the homePersonalized controls: Each armrest features integrated controls so users can manage their own audio input and sound level or choose to listen in syncLa-Z-Boy customizable comfort: AudioLuxe furniture offers fully adjustable back recline, lumbar support, headrests, and legrests, plus integrated storage and fabric and leather cover options Industry debut at High Point Market

Retail buyers, wholesale customers, and industry partners can experience AudioLuxe in the La-Z-Boy showroom by appointment only at High Point Market beginning April 23, 2026. AudioLuxe will be available in select La-Z-Boy stores, Comfort Studios, Branded Spaces, and other furniture retailers this fall. To book an appointment at the La-Z-Boy showroom, contact: [email protected].

Investor Relations / Media Contact:
Mark Becks, CFA, (734) 457-9538
[email protected]

About La-Z-Boy:
La-Z-Boy Incorporated (NYSE: LZB) is a leading vertically integrated retailer and manufacturer of high-quality, custom furniture that transforms the home. Founded on American heritage, the iconic La-Z-Boy brand has been synonymous with comfort, quality, and craftsmanship for nearly 100 years. As an end-to-end enterprise, the company manages every aspect of its business—from retail, manufacturing, and design to distribution and after-service care.

La-Z-Boy Incorporated brings timeless and modern furniture to life through a retail network of over 370 La-Z-Boy stores, including 226 company-owned locations, and its digital platform at La-Z-Boy.com. Within the Wholesale segment, the company manufactures comfortable, high quality, custom furniture, with approximately 90% of its products produced in North America. Its Joybird® brand is an omnichannel retailer and manufacturer of modern, custom upholstered furniture, operating 15 U.S. stores. With a global team of about 11,000 employees, La-Z-Boy Incorporated was named to TIME’s 2026 list of America’s Most Iconic Companies and Newsweek’s 2025 list of America’s Best Retailers, ranking No. 1 in the furniture category. The company continues to shape the way people live by delivering the transformational power of comfort.

About Klipsch:
Paul W. Klipsch, inventor, acoustics pioneer and maverick, founded Klipsch Audio with the sole purpose of bringing the power, detail and emotion of the live music experience into his living room. Using highly efficient speaker designs, handcrafted cabinetry and a thirst for real engineering breakthroughs – Klipsch, the great American audio company, was born in Hope, AR. Today, our diverse range of quality audio products includes speakers and headphones for almost any consumer and professional application – including cinema, whole-house, wireless, home theater and portable offerings. Honoring our founder’s legacy, Klipsch continues to be the legendary high-performance brand of choice for audiophiles and aficionados around the world. We are the Keepers of the Sound®. Klipsch®, registered in the U.S. and other countries, is a trademark of Klipsch Group, Inc. Klipsch Group, Inc. is a wholly-owned subsidiary of Gentex Corporation (NASDAQ: GNTX).Visit www.klipsch.com for more information.

Cautionary Note Regarding Forward-Looking Statements:

This news release contains “forward-looking” statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts. Generally, forward-looking statements include information concerning expectations, projections or trends relating to our results of operations, financial results, financial condition, strategic initiatives and plans, acquisitions, divestitures, expenses, dividends, share repurchases, liquidity, use of cash and cash requirements, borrowing capacity, investments, future economic performance, and our business and industry.

The forward-looking statements in this press release are based on certain assumptions and currently available information and are subject to various risks and uncertainties, many of which are unforeseeable and beyond our control. Additional risks and uncertainties that we do not presently know about or that we currently consider to be immaterial may also affect our business operations and financial results. Our actual future results and trends may differ materially depending on a variety of factors, including, but not limited to, the risks and uncertainties discussed in our Fiscal 2025 Annual Report on Form 10-K and other factors identified in our reports filed with the Securities and Exchange Commission (the “SEC”), available on the SEC’s website at www.sec.gov. Given these risks and uncertainties, you should not rely on forward-looking statements as a prediction of actual results. We are including this cautionary note to make applicable and take advantage of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 for forward-looking statements. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or for any other reason.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/5b28eadc-f45c-4356-8795-d2b8eab4660b

For the quarter ended March 2026, Gentex (GNTX - Free Report) reported revenue of $675.44 million, up 17.1% over the same period last year. EPS came in at $0.48, compared to $0.43 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $647.23 million, representing a surprise of +4.36%. The company delivered an EPS surprise of +8.28%, with the consensus EPS estimate being $0.44.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Gentex performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Auto-Dimming Mirror Shipments - Total Interior Mirrors: 6.78 million versus the two-analyst average estimate of 7.1 million.Auto-Dimming Mirror Shipments - Total Exterior Mirrors: 4.07 million versus the two-analyst average estimate of 4.07 million.Auto-Dimming Mirror Shipments - Total Auto-Dimming Mirror Units: 10.85 million versus the two-analyst average estimate of 11.17 million.Auto-Dimming Mirror Shipments - Total North American Mirror Units: 3.67 million versus the two-analyst average estimate of 3.62 million.Auto-Dimming Mirror Shipments - International Exterior Mirrors: 2.67 million compared to the 2.63 million average estimate based on two analysts.Auto-Dimming Mirror Shipments - North American Exterior Mirrors: 1.4 million versus the two-analyst average estimate of 1.44 million.Auto-Dimming Mirror Shipments - Total International Mirror Units: 7.18 million versus 7.55 million estimated by two analysts on average.Auto-Dimming Mirror Shipments - International Interior Mirrors: 4.51 million compared to the 4.92 million average estimate based on two analysts.Auto-Dimming Mirror Shipments - North American Interior Mirrors: 2.27 million versus the two-analyst average estimate of 2.19 million.Revenue- Automotive Products: $566.2 million versus the two-analyst average estimate of $562.32 million. The reported number represents a year-over-year change of +0.4%.View all Key Company Metrics for Gentex here>>>

Shares of Gentex have returned +4.4% over the past month versus the Zacks S&P 500 composite's +8.1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Gentex Corporation (GNTX) Q1 2026 Earnings Call Transcript

Key Takeaways CVNA beat Q1 estimates with $1.69 EPS and $6.43B revenues, driven by record 187,393 vehicle sales.Carvana retail revenues jumped 62% as unit sales rose 40% and revenues per vehicle increased 15.8%.CVNA gross profit rose, but profit per unit declined, while operating costs per vehicle improved. Carvana Co. (CVNA - Free Report) reported first-quarter 2026 earnings of $1.69 per share, which beat the Zacks Consensus Estimate of $1.42 by 18.69% and increased from $1.51 in the year-ago quarter.

Better-than-expected revenues across all segments drove the strong performance. Revenues of $6.43 billion beat the Zacks Consensus Estimate of $6.16 billion by 4.39% and increased 52% from last year.

CVNA Revenue Mix Skews Toward Retail StrengthRetail vehicle sales rose 62% from last year to $4.83 billion and remained the company’s biggest source of revenues. The growth was driven by selling more vehicles as well as earning more money per vehicle.

Wholesale sales grew 24.9% from last year to $1.08 billion, helped by selling more units. Other sales also increased 35.2% to $526 million, making a solid contribution to the company’s overall revenues.

Carvana Volume Expansion Continues Across ChannelsCarvana’s retail vehicle unit sales increased 40% year over year to a record 187,393, extending the company’s recent trend of strong unit growth. Retail revenue per unit improved 15.8% to $25,764, indicating higher selling prices on a per-unit basis versus the prior-year quarter.

Wholesale vehicle unit sales also increased, rising 31.7% to 83,574. Wholesale revenue per unit increased 4.8% to $10,338, suggesting more modest per-vehicle pricing gains in wholesale compared with retail.

CVNA Gross Profit Rises but Total GPU SlipsTotal gross profit increased 36.8% year over year to $1.27 billion, reflecting higher volumes across the platform. Retail vehicle gross profit rose 38.2% to $593 million, while wholesale gross profit increased 36.9% to $152 million. Other gross profit also went up 35.2% to $526 million, matching the level of other sales and revenues for the quarter.

Even though total profit increased, profit per vehicle declined. Total gross profit per unit fell to $6,783 from $6,938 last year.

Retail vehicle gross profit per unit dropped slightly to $3,165 from $3,204, while wholesale gross profit per unit decreased to $811 from $829. Other gross profit per unit also went down to $2,807 from $2,905, which led to the overall decline in profit per unit.

Carvana SG&A Dollars Increase, Efficiency ImprovesSelling, general and administrative expenses rose to $690 million from $535 million a year ago. Within SG&A, compensation and benefits totaled $245 million, advertising was $118 million, market occupancy costs were $19 million, logistics expense was $48 million and other SG&A costs were $260 million.

The company became more efficient as it sold more vehicles. Its SG&A expense per retail unit fell to $3,682 from $3,996 last year.

By per-unit category, Carvana operations costs were $1,622 per retail unit versus $1,658 a year ago, while overhead declined to $1,073 from $1,299. Advertising expense per retail unit increased to $630 from $538, consistent with higher spending levels as the company continued to drive demand.

CVNA Profitability and Liquidity Position Stay FirmOperating income increased to $581 million from $394 million last year, helped by higher profits and better control over costs per vehicle. Net income came in at $405 million, with a profit margin of 6.3%. Adjusted EBITDA was $672 million, with a margin of 10.4%, showing overall strong profitability.

As of March 31, 2026, Carvana’s cash and cash equivalents totaled $2.41 billion compared with $2.33 billion as of Dec. 31, 2025. The company also reported total liquidity of $6.91 billion, including cash, available credit, additional borrowing capacity and other financial resources. Its long-term debt totaled $4.85 billion compared with $4.83 billion reported a year ago.

Carvana’s OutlookIn the second quarter, if market conditions remain stable, Carvana expects to sell more cars and generate higher adjusted EBITDA than in the previous quarter, potentially reaching record levels on both. The company also expects strong growth in retail units sold and adjusted EBITDA for the full-year 2026.

CVNA currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Releases From Auto SpaceMobileye Global Inc. (MBLY - Free Report) reported first-quarter 2026 results on April 23. It posted earnings of 12 cents per share, beating the Zacks Consensus Estimate of 8 cents by 58.52%. The bottom line rose 50% year over year, driven by higher shipments of EyeQ system-on-chip. The company posted revenues of $558 million, which beat the Zacks Consensus Estimate of $520 million by 7.36% and increased 27.4% year over year.

Operating cash flow was $75 million, reflecting the company’s ability to convert its ADAS scale into cash generation.

Mobileye also approved a share buyback program of up to $250 million. By the end of the first quarter, MBLY had $1.21 billion in cash, after spending $591 million (net of cash received) on the Mentee Robotics acquisition.

Gentex Corporation (GNTX - Free Report) reported first-quarter 2026 results on April 24. It posted adjusted earnings of 48 cents per share, which beat the Zacks Consensus Estimate of 44 cents by 8.28%. The figure increased 11.6% from 43 cents a year ago. Net sales came in at $675 million, topping the consensus mark of $647 million by 4.36%. Revenues rose 17.1% from $577 million in the year-ago quarter, aided by contributions from VOXX and a richer mix of advanced features.

Liquidity improved during the quarter. As of March 31, 2026, GNTX’s cash and cash equivalents were $164.8 million compared with $145.6 million as of Dec. 31, 2025. Short-term investments increased to $10.3 million from $5.4 million.

Gentex is a market leader in auto-dimming glass, boasting strong profitability, no long-term debt, and historically low valuation multiples. GNTX is expanding beyond automotive mirrors, integrating VOXX, and launching new products in biometrics and smart home safety. Despite declining auto-dimming mirror volumes and China headwinds, GNTX raised 2026 revenue guidance and maintains robust free cash flow and capital returns.

ZEELAND, Mich., May 29, 2026 (GLOBE NEWSWIRE) -- Gentex Corporation (NASDAQ: GNTX), the Zeeland, Michigan-based supplier of digital vision, connected car, dimmable glass, fire protection technologies, medical devices, and consumer electronics, today announced that its Board of Directors recently declared a quarterly cash dividend of $0.12 (12 cents) per share that will be payable July 22, 2026, to shareholders of record of the common stock at the close of business on July 8, 2026.

About the Company
Founded in 1974, Gentex Corporation (The NASDAQ Global Select Market: GNTX) is a leading supplier of digital vision, connected car, dimmable glass, fire protection technologies, medical devices, and consumer electronics. Visit the Company’s websites at www.gentex.com, fulldisplaymirror.com, and ir.gentex.com.

Contact Information
Gentex Investor Relations
616-931-3505

This press release was published by a CLEAR® Verified individual.

The market expects Dynatrace (DT - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on May 13, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis software intellegence company is expected to post quarterly earnings of $0.39 per share in its upcoming report, which represents a year-over-year change of +18.2%.

Revenues are expected to be $520.64 million, up 17% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Dynatrace?For Dynatrace, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.23%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Dynatrace will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Dynatrace would post earnings of $0.41 per share when it actually produced earnings of $0.44, delivering a surprise of +7.32%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Dynatrace appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

The upcoming report from Dynatrace (DT - Free Report) is expected to reveal quarterly earnings of $0.39 per share, indicating an increase of 18.2% compared to the year-ago period. Analysts forecast revenues of $520.64 million, representing an increase of 17% year over year.

Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.

Bearing this in mind, let's now explore the average estimates of specific Dynatrace metrics that are commonly monitored and projected by Wall Street analysts.

According to the collective judgment of analysts, 'Revenues- Services' should come in at $24.72 million. The estimate indicates a year-over-year change of +14.5%.

Analysts forecast 'Revenues- Subscriptions' to reach $495.94 million. The estimate points to a change of +17.1% from the year-ago quarter.

Analysts expect 'Annual Recurring Revenue (ARR)- Total' to come in at $2.06 billion. Compared to the current estimate, the company reported $1.73 billion in the same quarter of the previous year.

View all Key Company Metrics for Dynatrace here>>>

Shares of Dynatrace have experienced a change of +19.4% in the past month compared to the +11% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), DT is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

BOSTON--(BUSINESS WIRE)--Dynatrace (NYSE: DT), the leading AI-powered observability platform, today announced financial results for the fourth quarter and full year ended March 31, 2026.

"Dynatrace delivered a strong finish to FY26, surpassing $2 billion in ARR and achieving our fourth consecutive quarter of 16% constant currency ARR growth,” said Rick McConnell, CEO of Dynatrace. “In an AI‑first world, observability has become mission critical to a vastly higher percentage of workloads. Customers are choosing Dynatrace for our end‑to‑end platform, which serves as both the intelligence engine for deterministic AI and contextual analytics, as well as the control plane to coordinate agentic action. By enabling system resilience and AI reliability, Dynatrace is helping customers drive more autonomous operations and optimal business outcomes. As we look ahead, our objective is to accelerate ARR growth while delivering balanced growth and profitability."

“We significantly increased the pace of our share buyback in the fourth quarter, repurchasing $224 million of Dynatrace stock,” said Jim Benson, Chief Financial Officer. “This uptick reflects our conviction in Dynatrace’s operational momentum, long term growth and cash flow trajectory, and the underlying value of our shares. Through our disciplined capital allocation approach and strong balance sheet, we will continue investing in innovation and growth while delivering value to shareholders.”

All growth rates are compared to the fourth quarter and full year fiscal 2025 ended March 31, 2025 unless otherwise noted.

Fourth Quarter Fiscal 2026 Financial Highlights:

Total ARR of $2,054 million, an increase of 18%, or 16% on a constant currency basis Total revenue of $532 million, an increase of 19%, or 16% on a constant currency basis Subscription revenue of $506 million, an increase of 19%, or 16% on a constant currency basis GAAP income from operations of $37 million and non-GAAP income from operations of $143 million GAAP net income per share of $0.06 and non-GAAP net income per share of $0.41, on a dilutive basis Full Year Fiscal 2026 Financial Highlights:

Total revenue of $2,018 million, an increase of 19%, or 17% on a constant currency basis Subscription revenue of $1,930 million, an increase of 19%, or 17% on a constant currency basis GAAP income from operations of $245 million and non-GAAP income from operations of $592 million GAAP net income per share of $0.54 and non-GAAP net income per share of $1.70, on a dilutive basis GAAP operating cash flow of $562 million and free cash flow of $529 million Business Highlights:

Ongoing traction in go-to-market strategy resulted in an increase in average deal size. Dynatrace closed a record 22 deals greater than $1 million in annual contract value (ACV) in the fourth quarter, nine of which were new logos. Log management remained the fastest growing major product category, with Q4 consumption continuing to grow more than 100% year-over-year. Enhanced the company's offerings through two acquisitions: DevCycle, a feature management platform on the OpenFeature standard that helps developers, site reliability engineers, and platform teams bring progressive delivery for AI-native applications directly into the Dynatrace platform. Bindplane, a company whose open-standards-based telemetry pipeline capabilities combined with AI-powered observability gives customers greater access, flexibility, and control of their logs, metrics, and application data. Surpassed $1 billion in AWS Marketplace sales, a key indicator of hyperscaler engagement. Expanded the Dynatrace Model Context Protocol (MCP) server as a connector for Anthropic's Claude Code, Cowork, and Chat to bring observability and security context into every Claude session. And extended integration with GitHub Advanced Security to share the runtime context of monitored Kubernetes environments with developers and security teams. Recognized as a Customers’ Choice in the 2025 Gartner Peer Insights Voice of the Customer for Observability Platforms report.1 Share Repurchase Program

During the fourth quarter of fiscal 2026, Dynatrace spent $224 million to repurchase 5.9 million shares at an average price of $37.71. Dynatrace completed its initial $500 million share repurchase program, and $151 million of purchases in the fourth quarter were under its new $1 billion program announced in February 2026. Fourth Quarter 2026 Financial Highlights

(Unaudited – In thousands, except per share data)

  Three Months Ended March 31,

2026

2025

Annual recurring revenue (ARR):

Total ARR

$

2,053,555

$

1,734,164

Year-over-Year Increase

18

%

Year-over-Year Increase - constant currency (*)

16

%

Revenue:

Total revenue

$

531,716

$

445,165

Year-over-Year Increase

19

%

Year-over-Year Increase - constant currency (*)

16

%

Subscription revenue

$

505,754

$

423,570

Year-over-Year Increase

19

%

Year-over-Year Increase - constant currency (*)

16

%

GAAP Financial Measures:

GAAP income from operations

$

37,342

$

42,914

GAAP operating margin

7

%

10

%

GAAP net income

$

17,416

$

39,304

GAAP net income per share - diluted

$

0.06

$

0.13

GAAP shares outstanding - diluted

298,925

304,354

Net cash provided by operating activities

$

226,361

$

162,790

Net cash provided by operating activities as a percent of revenue

43

%

37

%

Non-GAAP Financial Measures (*):

Non-GAAP income from operations

$

142,576

$

117,887

Non-GAAP operating margin

27

%

26

%

Non-GAAP net income

$

123,967

$

99,047

Non-GAAP net income per share - diluted

$

0.41

$

0.33

Non-GAAP shares outstanding - diluted

298,925

304,354

Free Cash Flow

$

212,403

$

145,528

Free Cash Flow margin

40

%

33

%

Full Year 2026 Financial Highlights

(Unaudited – In thousands, except per share data)

  Year Ended March 31,

2026

2025

Revenue:

Total revenue

$

2,018,387

$

1,698,683

Year-over-Year Increase

19

%

Year-over-Year Increase - constant currency (*)

17

%

Subscription revenue

$

1,929,722

$

1,622,163

Year-over-Year Increase

19

%

Year-over-Year Increase - constant currency (*)

17

%

GAAP Financial Measures:

GAAP income from operations

$

245,387

$

179,433

GAAP operating margin

12

%

11

%

GAAP net income (**)

$

162,669

$

483,684

GAAP net income per share - diluted (**)

$

0.54

$

1.59

GAAP shares outstanding - diluted

303,727

303,602

Net cash provided by operating activities

$

561,850

$

459,419

Net cash provided by operating activities as a percent of revenue

28

%

27

%

Non-GAAP Financial Measures (*):

Non-GAAP income from operations

$

591,929

$

493,540

Non-GAAP operating margin

29

%

29

%

Non-GAAP net income

$

517,641

$

422,313

Non-GAAP net income per share - diluted

$

1.70

$

1.39

Non-GAAP shares outstanding - diluted

303,727

303,602

Free Cash Flow

$

529,483

$

430,617

Free Cash Flow margin

26

%

25

%

  * For additional information, please see the "Non-GAAP Financial Measures" and "Definitions - Non-GAAP and Other Metrics" sections of this press release.

  ** During fiscal 2025, Dynatrace completed an intra-entity asset transfer of the global economic rights of intellectual property (IP) from a wholly-owned U.S. subsidiary to a wholly-owned Swiss subsidiary, more closely aligning IP rights with business operations. The transfer generated an income tax benefit of $320.9 million, or $1.06 per share on a dilutive basis.

Financial Outlook

Based on information available as of May 13, 2026, Dynatrace is issuing guidance for the first quarter and full year fiscal 2027 in the table below. Based on foreign exchange rates as of April 30, 2026, the foreign exchange tailwind relative to constant currency is expected to be approximately $10 million on ARR and $15 million on revenue for fiscal 2027. This guidance also excludes the impact of any share repurchases during fiscal 2027.

Growth rates for ARR, Total revenue, and Subscription revenue are presented in constant currency to provide better visibility into the underlying growth of the business.

All growth rates are compared to the first quarter and full year of fiscal 2026 ended March 31, 2026 unless otherwise noted.

  (In millions, except per share data)

First Quarter

Fiscal 2027

Full Year

Fiscal 2027

ARR

-

$2,382 - $2,402

As reported

-

16% - 17%

Constant currency

-

15.5% - 16.5%

Total revenue

$547 - $551

$2,317 - $2,335

As reported

15%

15% - 16%

Constant currency

13% - 14%

14% - 15%

Subscription revenue

$523 - $527

$2,217 - $2,235

As reported

14% - 15%

15% - 16%

Constant currency

13% - 14%

14% - 15%

Non-GAAP income from operations

$150 - $154

$682 - $690

Non-GAAP operating margin

27.5% - 28%

29.5%

Non-GAAP net income

$130 - $134

$584 - $594

Non-GAAP net income per diluted share

$0.44 - $0.45

$1.93 - $1.95

Diluted weighted average shares outstanding

298 - 299

302 - 304

Free cash flow

-

$613 - $620

Free cash flow margin

-

26.5%

Conference Call and Webcast Information

Dynatrace will host a conference call and live webcast to discuss its results and business outlook at 8:00 a.m. Eastern Time today, May 13, 2026. To access the conference call from the U.S. and Canada, dial (866) 405-1247, or internationally, dial (201) 689-8045 with event confirmation #: 13760309. The call will also be available live via webcast on the company’s website, ir.dynatrace.com.

An audio replay of the call will also be available until 11:59 p.m. Eastern Time on August 13, 2026 by dialing (877) 660-6853 from the U.S. or Canada, or for international callers by dialing (201) 612-7415 and entering event confirmation #: 13760309. In addition, an archived webcast will be available at ir.dynatrace.com.

We announce material financial information to our investors using our Investor Relations website, press releases, SEC filings and public conference calls and webcasts. We also use these channels to disclose information about the company, our planned financial and other announcements, attendance at upcoming investor and industry conferences, and for complying with our disclosure obligations under Regulation FD.

Non-GAAP Financial Measures

In addition to disclosing financial measures prepared in accordance with GAAP, this press release and the accompanying tables contain certain non-GAAP financial measures as defined by Regulation G, including non-GAAP income from operations, non-GAAP operating margin, non-GAAP net income, non-GAAP net income per diluted share, free cash flow, and free cash flow margin. We also use or discuss non-GAAP financial measures in conference calls, slide presentations and webcasts.

We use these non-GAAP financial measures for financial and operational decision-making purposes, and as a means to evaluate period-to-period comparisons and liquidity. We believe that these non-GAAP financial measures provide useful information about our operating results, enhance the overall understanding of past financial performance and allow for greater transparency with respect to metrics used by our management in its financial and operational decision-making.

The presentation of the non-GAAP financial measures is not intended to be considered in isolation or as a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP. Our non-GAAP financial measures may not provide information that is directly comparable to similarly titled metrics provided by other companies.

Non-GAAP financial measures are defined in this press release and the tables included in this press release include reconciliations of historical non-GAAP financial measures to their most directly comparable GAAP measures.

We also include non-GAAP financial measures in our financial outlook included in this press release. Reconciliations of forward-looking non-GAAP income from operations, non-GAAP net income, non-GAAP net income per diluted share, and free cash flow guidance to the most directly comparable GAAP measures are not available without unreasonable efforts due to the high variability, complexity, and low visibility with respect to the charges excluded from these non-GAAP measures; in particular, the measures and effects of share-based compensation expense, employer taxes and tax deductions specific to equity compensation awards that are directly impacted by future hiring, turnover and retention needs, as well as unpredictable fluctuations in our stock price. We expect the variability of the above charges to have a significant, and potentially unpredictable, impact on our future GAAP financial results.

Definitions - Non-GAAP and Other Metrics

Annual Recurring Revenue (ARR) is defined as the daily revenue of all subscription agreements that are actively generating revenue as of the last day of the reporting period multiplied by 365. We exclude from our calculation of ARR any revenues derived from month-to-month agreements and/or product usage overage billings.

Constant Currency amounts for ARR, Total revenue, and Subscription revenue are presented to provide a framework for assessing how our underlying businesses performed excluding the effect of foreign exchange rate fluctuations. To present this information, current and comparative prior period results for entities reporting in currencies other than United States dollars are converted into United States dollars using the average exchange rates from the comparative period rather than the actual exchange rates in effect during the respective periods. All growth comparisons relate to the corresponding period in the last fiscal year.

Non-GAAP Income from Operations is defined as GAAP income from operations adjusted for the following items: share-based compensation; employer payroll taxes on employee stock transactions; amortization of intangibles; transaction, restructuring and other non-recurring or unusual items that may arise from time to time. The related Non-GAAP Operating Margin is non-GAAP income from operations expressed as a percentage of total revenue.

Non-GAAP Net Income is defined as GAAP net income adjusted for the following items: income tax expense/benefit; non-GAAP effective cash taxes; net interest expense and income; net cash received from and paid for interest; share-based compensation; employer payroll taxes on employee stock transactions, amortization of intangibles; gains and losses on currency translation; and transaction, restructuring and other non-recurring or unusual items that may arise from time to time. Non-GAAP net income per diluted share is calculated as non-GAAP net income divided by the diluted weighted average shares outstanding used to compute GAAP net income per diluted share.

Free Cash Flow is defined as the net cash provided by or used in operating activities less capital expenditures, reflected as purchase of property and equipment and capitalized software additions in our financial statements. The related margin is free cash flow expressed as a percentage of total revenue.

About Dynatrace

Dynatrace (NYSE: DT) is advancing observability for today’s digital businesses, helping to transform the complexity of modern digital ecosystems into powerful business assets. By leveraging AI-powered insights, Dynatrace enables organizations to analyze, automate, and innovate faster to drive their business forward. To learn more about Dynatrace, visit www.dynatrace.com, visit our blog and follow us on LinkedIn and X @dynatrace.

Dynatrace and the Dynatrace logo are trademarks of the Dynatrace, Inc. group of companies. All other trademarks are the property of their respective owners. © 2026 Dynatrace LLC.

Cautionary Language Concerning Forward-Looking Statements

This press release includes certain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the company's objective to accelerate ARR growth while delivering balanced growth and profitability, the company's plans to invest in innovation and growth while delivering value to shareholders, the expected and current benefits that we believe organizations receive from using the Dynatrace platform and offerings of our partners and other companies with which we collaborate and integrate, and our financial and business outlook, including our financial guidance for the first quarter and full year of fiscal 2027. These forward-looking statements include, but are not limited to, plans, objectives, expectations and intentions and other statements contained in this press release that are not historical facts and statements identified by words such as “will,” “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates” or words of similar meaning. These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies and prospects, which are based on the information currently available to us and on assumptions we have made. Although we believe that our plans, intentions, expectations, strategies and prospects as reflected in or suggested by those forward-looking statements are reasonable, we can give no assurance that the plans, intentions, expectations or strategies will be attained or achieved. Furthermore, actual results may differ materially from those described in the forward-looking statements and will be affected by a variety of risks and factors that are beyond our control including, without limitation, our ability to maintain our revenue growth rates in future periods; market adoption of our product offerings; continued demand for, and spending on, our solutions; our ability to innovate and develop solutions that meet customer needs as cloud and AI workloads grow rapidly; the ability of our platform and solutions to effectively interoperate with customers’ IT infrastructures; our ability to acquire new customers and retain and expand our relationships with existing customers; our ability to expand our sales and marketing capabilities; our ability to compete; our ability to maintain successful relationships with partners; security breaches, other security incidents and any real or perceived errors, failures, defects or vulnerabilities in our solutions; our ability to protect our intellectual property; our ability to hire and retain necessary qualified employees to grow our business and expand our operations; our ability to successfully complete acquisitions and to integrate newly acquired businesses and offerings; the effect on our business of the macroeconomic environment, associated global economic conditions and geopolitical disruption; and other risks set forth under the caption “Risk Factors” in our Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q, and our other SEC filings. We assume no obligation to update any forward-looking statements contained in this document as a result of new information, future events or otherwise.

DYNATRACE, INC.

CONSOLIDATED STATEMENTS OF OPERATIONS

(Unaudited - In thousands, except per share data)

  Three Months Ended March 31,

Twelve Months Ended March 31,

2026

2025

2026

2025

Revenue:

Subscription

$

505,754

$

423,570

$

1,929,722

$

1,622,163

Service

25,962

21,595

88,665

76,520

Total revenue

531,716

445,165

2,018,387

1,698,683

Cost of revenue:

Cost of subscription

77,356

63,265

284,611

233,299

Cost of service

23,112

21,095

84,105

73,631

Amortization of acquired technology

927

734

3,488

13,262

Total cost of revenue

101,395

85,094

372,204

320,192

Gross profit

430,321

360,071

1,646,183

1,378,491

Operating expenses:

Research and development

130,579

103,285

474,312

384,572

Sales and marketing

183,442

161,797

690,489

605,599

General and administrative

60,413

52,062

217,414

195,347

Amortization of other intangibles

20

13

56

13,540

Impairment of long-lived assets

18,525

—

18,525

—

Total operating expenses

392,979

317,157

1,400,796

1,199,058

Income from operations

37,342

42,914

245,387

179,433

Interest income, net

10,111

10,930

47,731

48,281

Other (expense) income, net

(638

)

1,860

6,643

(4,285

)

Income before income taxes

46,815

55,704

299,761

223,429

Income tax (expense) benefit

(29,399

)

(16,400

)

(137,092

)

260,255

Net income

$

17,416

$

39,304

$

162,669

$

483,684

Net income per share:

Basic

$

0.06

$

0.13

$

0.54

$

1.62

Diluted

$

0.06

$

0.13

$

0.54

$

1.59

Weighted average shares outstanding:

Basic

297,544

299,441

300,102

298,384

Diluted

298,925

304,354

303,727

303,602

SHARE-BASED COMPENSATION

  Three Months Ended March 31,

Twelve Months Ended March 31,

2026

2025

2026

2025

Cost of revenue

$

9,619

$

9,659

$

40,276

$

36,924

Research and development

28,371

26,097

114,110

100,866

Sales and marketing

19,987

19,855

84,480

77,336

General and administrative

15,022

14,593

60,760

56,577

Total share-based compensation expense

$

72,999

$

70,204

$

299,626

$

271,703

DYNATRACE, INC.

CONSOLIDATED BALANCE SHEETS

(Unaudited - In thousands, except share data)

  March 31,

2026

2025

Assets

Current assets:

Cash and cash equivalents

$

1,097,220

$

1,017,039

Short-term marketable securities

74,881

96,189

Accounts receivable, net

710,200

624,437

Deferred contract costs, current

127,495

109,895

Prepaid expenses and other current assets

113,651

83,901

Total current assets

2,123,447

1,931,461

Long-term marketable securities

51,908

51,648

Property and equipment, net

72,993

61,522

Operating lease right-of-use asset, net

139,285

67,479

Goodwill

1,350,256

1,336,435

Intangible assets, net

22,850

25,534

Deferred tax assets, net

508,742

529,550

Deferred contract costs, non-current

113,111

95,297

Other assets

33,133

40,752

Total assets

$

4,415,725

$

4,139,678

Liabilities and shareholders' equity

Current liabilities:

Accounts payable

$

2,728

$

27,286

Accrued expenses, current

302,260

252,503

Deferred revenue, current

1,241,488

1,087,518

Operating lease liabilities, current

22,588

13,979

Total current liabilities

1,569,064

1,381,286

Deferred revenue, non-current

53,387

50,989

Accrued expenses, non-current

38,205

24,452

Operating lease liabilities, non-current

141,736

61,384

Deferred tax liabilities

1,943

419

Total liabilities

1,804,335

1,518,530

Shareholders' equity:

Common shares, $0.001 par value, 600,000,000 shares authorized, 294,652,951 and 299,813,048 shares issued and outstanding at March 31, 2026 and 2025, respectively

295

300

Additional paid-in capital

2,199,494

2,370,563

Retained earnings

447,596

284,927

Accumulated other comprehensive loss

(35,995

)

(34,642

)

Total shareholders' equity

2,611,390

2,621,148

Total liabilities and shareholders' equity

$

4,415,725

$

4,139,678

DYNATRACE, INC.

CONSOLIDATED STATEMENTS OF CASH FLOWS

(Unaudited - In thousands)

  Three Months Ended March 31,

Twelve Months Ended March 31,

2026

2025

2026

2025

Cash flows from operating activities:

Net income

$

17,416

$

39,304

$

162,669

$

483,684

Adjustments to reconcile net income to cash provided by operations:

Depreciation

4,702

5,385

18,446

19,236

Amortization

1,462

1,265

5,613

28,868

Share-based compensation

72,999

70,204

299,626

271,703

Deferred income taxes

6,658

(14,147

)

25,132

(392,942

)

Impairment of long-lived assets

18,525

—

18,525

—

Other

989

(2,100

)

(6,928

)

2,035

Net change in operating assets and liabilities:

Accounts receivable

(245,159

)

(228,277

)

(77,127

)

(24,026

)

Deferred contract costs

(7,203

)

(11,613

)

(31,057

)

(14,648

)

Prepaid expenses and other assets

(24,981

)

(15,020

)

(15,977

)

(36,593

)

Accounts payable and accrued expenses

56,344

59,142

25,896

31,534

Operating leases, net

978

(665

)

2,434

(231

)

Deferred revenue

323,631

259,312

134,598

90,799

Net cash provided by operating activities

226,361

162,790

561,850

459,419

Cash flows from investing activities:

Purchase of property and equipment

(13,958

)

(14,566

)

(32,173

)

(26,106

)

Capitalized software additions

—

(2,696

)

(194

)

(2,696

)

Acquisition of businesses, net of cash acquired

(6,000

)

—

(6,000

)

(100

)

Purchases of marketable securities

(11,448

)

(37,566

)

(120,306

)

(145,555

)

Proceeds from sales and maturities of marketable securities

39,847

36,997

143,729

105,142

Other

(750

)

—

(750

)

—

Net cash provided by (used in) investing activity

7,691

(17,831

)

(15,694

)

(69,315

)

Cash flows from financing activities:

Proceeds from employee stock purchase plan

—

—

24,390

21,159

Proceeds from exercise of stock options

1,786

6,092

6,487

20,995

Repurchases of common stock

(223,675

)

(42,518

)

(478,708

)

(172,618

)

Taxes paid related to net share settlement of equity awards

(2,211

)

(2,620

)

(21,845

)

(18,958

)

Other

(552

)

(552

)

(4,418

)

(2,208

)

Net cash used in financing activities

(224,652

)

(39,598

)

(474,094

)

(151,630

)

Effect of exchange rates on cash and cash equivalents

(3,714

)

4,196

8,119

(418

)

Net increase in cash and cash equivalents

5,686

109,557

80,181

238,056

Cash and cash equivalents, beginning of period

1,091,534

907,482

1,017,039

778,983

Cash and cash equivalents, end of period

$

1,097,220

$

1,017,039

$

1,097,220

$

1,017,039

DYNATRACE, INC.

GAAP to Non-GAAP Reconciliations

(Unaudited - In thousands, except percentages)

  Three Months Ended March 31,

Twelve Months Ended March 31,

2026

2025

2026

2025

Non-GAAP cost of revenue:

Cost of revenue

$

101,395

$

85,094

$

372,204

$

320,192

Share-based compensation

(9,619

)

(9,659

)

(40,276

)

(36,924

)

Employer payroll taxes on employee stock transactions

(489

)

(661

)

(2,458

)

(2,447

)

Amortization of intangibles

(927

)

(734

)

(3,488

)

(13,262

)

Transaction, restructuring, and other

(1,475

)

—

(1,475

)

—

Non-GAAP cost of revenue

$

88,885

$

74,040

$

324,507

$

267,559

Non-GAAP gross profit:

Gross profit

$

430,321

$

360,071

$

1,646,183

$

1,378,491

Share-based compensation

9,619

9,659

40,276

36,924

Employer payroll taxes on employee stock transactions

489

661

2,458

2,447

Amortization of intangibles

927

734

3,488

13,262

Transaction, restructuring, and other

1,475

—

1,475

—

Non-GAAP gross profit

$

442,831

$

371,125

$

1,693,880

$

1,431,124

GAAP gross margin

81

%

81

%

82

%

81

%

Non-GAAP gross margin

83

%

83

%

84

%

84

%

Non-GAAP operating expenses:

Operating expenses

$

392,979

$

317,157

$

1,400,796

$

1,199,058

Share-based compensation

(63,380

)

(60,545

)

(259,350

)

(234,779

)

Employer payroll taxes on employee stock transactions

(2,719

)

(3,309

)

(12,834

)

(12,997

)

Amortization of intangibles

(20

)

(13

)

(56

)

(13,540

)

Transaction, restructuring, and other

(26,605

)

(52

)

(26,605

)

(158

)

Non-GAAP operating expenses

$

300,255

$

253,238

$

1,101,951

$

937,584

Non-GAAP income from operations:

Income from operations

$

37,342

$

42,914

$

245,387

$

179,433

Share-based compensation

72,999

70,204

299,626

271,703

Employer payroll taxes on employee stock transactions

3,208

3,970

15,292

15,444

Amortization of intangibles

947

747

3,544

26,802

Transaction, restructuring, and other

28,080

52

28,080

158

Non-GAAP income from operations

$

142,576

$

117,887

$

591,929

$

493,540

GAAP operating margin

7

%

10

%

12

%

11

%

Non-GAAP operating margin

27

%

26

%

29

%

29

%

DYNATRACE, INC.

GAAP to Non-GAAP Reconciliations

(Unaudited - In thousands, except per share data)

  Three Months Ended March 31,

Twelve Months Ended March 31,

2026

2025

2026

2025

Non-GAAP net income:

Net income

$

17,416

$

39,304

162,669

483,684

Income tax expense (benefit)

29,399

16,400

137,092

(260,255

)

Non-GAAP effective cash tax

(28,223

)

(29,616

)

(117,584

)

(118,154

)

Interest income, net

(10,111

)

(10,930

)

(47,731

)

(48,281

)

Cash received from interest, net

9,614

10,776

43,296

46,927

Share-based compensation

72,999

70,204

299,626

271,703

Employer payroll taxes on employee stock transactions

3,208

3,970

15,292

15,444

Amortization of intangibles

947

747

3,544

26,802

Transaction, restructuring, and other

28,080

52

28,080

158

Loss (gain) on currency translation

638

(1,860

)

(6,643

)

4,285

Non-GAAP net income

$

123,967

$

99,047

$

517,641

$

422,313

Share count:

Weighted-average shares outstanding - basic

297,544

299,441

300,102

298,384

Weighted-average shares outstanding - diluted

298,925

304,354

303,727

303,602

Shares used in non-GAAP per share calculations:

Weighted-average shares outstanding - basic

297,544

299,441

300,102

298,384

Weighted-average shares outstanding - diluted

298,925

304,354

303,727

303,602

Non-GAAP net income per share:

Net income per share - basic

$

0.06

$

0.13

$

0.54

$

1.62

Net income per share - diluted

$

0.06

$

0.13

$

0.54

$

1.59

Non-GAAP net income per share - basic

$

0.42

$

0.33

$

1.72

$

1.42

Non-GAAP net income per share - diluted

$

0.41

$

0.33

$

1.70

$

1.39

Three Months Ended March 31,

Twelve Months Ended March 31,

2026

2025

2026

2025

Free cash flow:

Net cash provided by operating activities

$

226,361

$

162,790

$

561,850

$

459,419

Purchase of property and equipment

(13,958

)

(14,566

)

(32,173

)

(26,106

)

Capitalized software additions

—

(2,696

)

(194

)

(2,696

)

Free cash flow

$

212,403

$

145,528

$

529,483

$

430,617

Dynatrace (DT - Free Report) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +7.94%. A quarter ago, it was expected that this software intellegence company would post earnings of $0.41 per share when it actually produced earnings of $0.44, delivering a surprise of +7.32%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Dynatrace, which belongs to the Zacks Computers - IT Services industry, posted revenues of $531.72 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.13%. This compares to year-ago revenues of $445.17 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Dynatrace shares have lost about 9.5% since the beginning of the year versus the S&P 500's gain of 8.1%.

What's Next for Dynatrace?While Dynatrace has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Dynatrace was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.45 on $546.7 million in revenues for the coming quarter and $1.91 on $2.3 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the bottom 43% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Nutanix (NTNX - Free Report) , another stock in the same industry, has yet to report results for the quarter ended April 2026. The results are expected to be released on May 27.

This enterprise cloud platform services provider is expected to post quarterly earnings of $0.35 per share in its upcoming report, which represents a year-over-year change of -16.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Nutanix's revenues are expected to be $686 million, up 7.4% from the year-ago quarter.

Dynatrace DT is experiencing a significant decline in its stock price following the release of its Q4 earnings report and guidance for FY27. Although the company reported results that exceeded expectations, the market reaction has been negative. Key highlights include:

Q4 Performance: Adjusted EPS rose to $0.41, beating estimates by $0.02, while revenue increased by 19.4% year-over-year to $531.7 million. FY27 Guidance: The company provided EPS and revenue forecasts above consensus, anticipating an ARR growth of 15.5-16.5%. Enterprise Momentum: Dynatrace achieved a record 22 deals exceeding $1 million in annual contract value (ACV), including nine new-logo seven-figure contracts. Management noted a rising demand for observability vendor consolidation as AI workloads complicate infrastructure. ARR Stability: ARR growth remained steady at 16% for the fourth consecutive quarter, with over 75% of ARR now coming from DPS adoption. Gross retention rates stayed in the mid-90% range, while net revenue retention (NRR) held at 110%. AI Adoption: The trend of AI adoption is strengthening, with over 850 customers using Dynatrace for monitoring AI and large language model (LLM) workloads, and more than 500 utilizing agentic AI capabilities. Log management consumption surged over 100% year-over-year, exceeding $100 million in annualized consumption. Profitability: The company reported a FY26 operating margin of 29% and generated free cash flow of $529 million, representing 26% of revenue. Additionally, Dynatrace repurchased $479 million of its stock during FY26. Market Reaction: Despite the strong FY27 guidance, investors may have anticipated a more pronounced ARR acceleration, especially in light of management's optimistic commentary on AI. DT also foresees a temporary gross margin headwind due to increased cloud hosting costs associated with higher platform consumption.In summary, Dynatrace DT has showcased operational strength, highlighted by impressive earnings, substantial enterprise deal activity, and a surge in AI adoption. However, the stock's decline reflects investor concerns regarding the pace of ARR growth and net expansion trends. Nevertheless, DT continues to position itself as a crucial player in the observability and AI operations market, with innovations like Grail and Davis AI potentially driving long-term growth.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].