{"id":90142,"date":"2026-06-05T09:06:23","date_gmt":"2026-06-05T01:06:23","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=90142"},"modified":"2026-06-05T13:50:25","modified_gmt":"2026-06-05T05:50:25","slug":"technical-analysis-5-june-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/technical-analysis-5-june-2026\/","title":{"rendered":"Technical Analysis &#8211; 5 June 2026"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"90142\" class=\"elementor elementor-90142\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6c48b3f e-con e-atomic-element e-flexbox-base e-6c48b3f-821c674 \" data-id=\"6c48b3f\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"6c48b3f\" data-e-type=\"e-flexbox\" data-id=\"6c48b3f\">\n    \t\t\t<p class=\"e-3abe36a-4877b2e e-paragraph-base\" data-interaction-id=\"3abe36a\" data-e-type=\"widget\" data-id=\"3abe36a\">TECHNICAL ANALYSIS<\/p>\n\t\t\t\t<div class=\"elementor-element elementor-element-0f88b47 elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"0f88b47\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Technical Analysis \u2013 5 June 2026<\/h1>\t\t\t\t<\/div>\n\t\t\t\t\t<p class=\"e-c388834-d1028d8 e-paragraph-base\" data-interaction-id=\"c388834\" id=\"top\" data-e-type=\"widget\" data-id=\"c388834\"><a target=\"_self\" href=\"#sp\" id=\"e-mpytpcvg-4mzdst6\">UNITED\u00a0STATES<\/a> | <a target=\"_self\" href=\"#sg\" id=\"e-mpytpcvg-05g6qry\">SINGAPORE<\/a> | <a target=\"_self\" href=\"#hk\" id=\"e-mpytpcvg-rqjxfjt\">HONG KONG<\/a> | <a target=\"_self\" href=\"#er\" id=\"e-mpytpcvg-gqnz3bt\">EARNINGS<\/a><\/p>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-cc87049 e-con e-atomic-element e-flexbox-base e-cc87049-6ba8d76 \" data-id=\"cc87049\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"cc87049\" data-e-type=\"e-flexbox\" data-id=\"cc87049\">\n    \t\t\t<h2 data-interaction-id=\"64c2b8e\" class=\"e-64c2b8e-5b066df e-heading-base\" id=\"us\" data-e-type=\"widget\" data-id=\"64c2b8e\">United States<\/h2>\n\t\t\t\t\t<h2 data-interaction-id=\"97f09ea\" class=\"e-97f09ea-dfef7ce e-heading-base\" data-e-type=\"widget\" data-id=\"97f09ea\">Optical Cable Corporation. (OCC US)<\/h2>\n\t\t\t\t<div class=\"elementor-element elementor-element-177927d elementor-widget elementor-widget-image\" data-id=\"177927d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"478\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-1.48.49-PM.png?wsr\" class=\"attachment-large size-large wp-image-90204\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-1.48.49-PM.png 972w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-1.48.49-PM-300x179.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-1.48.49-PM-768x459.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0156c76 elementor-widget elementor-widget-text-editor\" data-id=\"0156c76\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Shares closed\u00a0on\u00a0the\u00a05dEMA\u00a0with elevated volume for the\u00a0week.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Both RSI and MACD are constructive.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Long \u2013 Entry\u00a013,\u00a0Target\u00a015,\u00a0Stop\u00a012<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-23fa44a elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"23fa44a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<h2 data-interaction-id=\"b7cd884\" class=\"e-b7cd884-74737a4 e-heading-base\" data-e-type=\"widget\" data-id=\"b7cd884\">Ideal Power, Inc. (IPWR US)\u00a0<\/h2>\n\t\t\t\t<div class=\"elementor-element elementor-element-95f4b20 elementor-widget elementor-widget-image\" data-id=\"95f4b20\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"482\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-1.49.48-PM.png?wsr\" class=\"attachment-large size-large wp-image-90205\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-1.49.48-PM.png 970w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-1.49.48-PM-300x181.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-1.49.48-PM-768x462.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16b7c0a elementor-widget elementor-widget-text-editor\" data-id=\"16b7c0a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Shares\u00a0right below\u00a0the 5dEMA.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Both RSI and MACD are constructive.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Long \u2013 Entry\u00a07,\u00a0Target\u00a09,\u00a0Stop\u00a06<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<p class=\"e-9eb85fb-480addf e-paragraph-base\" data-interaction-id=\"9eb85fb\" data-e-type=\"widget\" data-id=\"9eb85fb\"><a target=\"_blank\" href=\"#top\" id=\"e-mpxl1kdy-558mgnt\">^ Back To Top<\/a><\/p>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-5bb77f0 e-con e-atomic-element e-flexbox-base e-5bb77f0-25e67c2 \" data-id=\"5bb77f0\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"5bb77f0\" data-e-type=\"e-flexbox\" data-id=\"5bb77f0\">\n    \t\t\t<h2 data-interaction-id=\"aa9ba00\" class=\"e-aa9ba00-a79f36f e-heading-base\" id=\"sg\" data-e-type=\"widget\" data-id=\"aa9ba00\">Singapore<\/h2>\n\t\t\t\t\t<h2 data-interaction-id=\"3784816\" class=\"e-3784816-1f5a2ca e-heading-base\" data-e-type=\"widget\" data-id=\"3784816\">Grand Banks Yachts Limited. (GBY SP)\u00a0<\/h2>\n\t\t\t\t<div class=\"elementor-element elementor-element-854690a elementor-widget elementor-widget-image\" data-id=\"854690a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"787\" height=\"473\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.02.37-AM.png?wsr\" class=\"attachment-large size-large wp-image-90143\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.02.37-AM.png 787w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.02.37-AM-300x180.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.02.37-AM-768x462.png 768w\" sizes=\"(max-width: 787px) 100vw, 787px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7f921cf elementor-widget elementor-widget-text-editor\" data-id=\"7f921cf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"none\">Shares closed above the 5dEMA\u00a0with rising volume.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span class=\"TextRun SCXW167700072 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW167700072 BCX0\">Both RSI and MACD are constructive.<\/span><\/span><span class=\"EOP SCXW167700072 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><strong><span class=\"TextRun MacChromeBold SCXW95712757 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW95712757 BCX0\">Buy \u2013 Entry\u00a0<\/span><span class=\"NormalTextRun SCXW95712757 BCX0\">0.70<\/span><span class=\"NormalTextRun SCXW95712757 BCX0\">, Target<\/span><span class=\"NormalTextRun SCXW95712757 BCX0\">\u00a00.80<\/span><span class=\"NormalTextRun SCXW95712757 BCX0\">, Stop\u00a0<\/span><span class=\"NormalTextRun SCXW95712757 BCX0\">0.65<\/span><\/span><span class=\"EOP SCXW95712757 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/strong><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b59d02f elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"b59d02f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<h2 data-interaction-id=\"37ca4c7\" class=\"e-37ca4c7-1e0451f e-heading-base\" data-e-type=\"widget\" data-id=\"37ca4c7\">Valuetronics Holdings Limited (VALUE SP)\u00a0<\/h2>\n\t\t\t\t<div class=\"elementor-element elementor-element-a36c8e9 elementor-widget elementor-widget-image\" data-id=\"a36c8e9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"789\" height=\"475\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.07.25-AM.png?wsr\" class=\"attachment-large size-large wp-image-90144\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.07.25-AM.png 789w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.07.25-AM-300x181.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.07.25-AM-768x462.png 768w\" sizes=\"(max-width: 789px) 100vw, 789px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-71ce805 elementor-widget elementor-widget-text-editor\" data-id=\"71ce805\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"7\" data-aria-level=\"1\"><span data-contrast=\"none\">Shares closed\u00a0right\u00a0on\u00a0the 5dEMA\u00a0with elevated volume for the week.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"8\" data-aria-level=\"1\"><span data-contrast=\"auto\">Both RSI and MACD are constructive.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"9\" data-aria-level=\"1\"><b><span data-contrast=\"none\">Buy \u2013 Entry\u00a01.08, Target\u00a01.20, Stop\u00a01.02<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<p class=\"e-cd58232-01a665b e-paragraph-base\" data-interaction-id=\"cd58232\" data-e-type=\"widget\" data-id=\"cd58232\"><a target=\"_blank\" href=\"#sp\" id=\"e-mpytsz2m-t4zil4x\">^ Back To Top<\/a><\/p>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-f70d0e8 e-con e-atomic-element e-flexbox-base e-f70d0e8-8f2ed15 \" data-id=\"f70d0e8\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"f70d0e8\" data-e-type=\"e-flexbox\" data-id=\"f70d0e8\">\n    \t\t\t<h2 data-interaction-id=\"5f0f8e1\" class=\"e-5f0f8e1-9ecadd3 e-heading-base\" id=\"hk\" data-e-type=\"widget\" data-id=\"5f0f8e1\">Hong Kong<\/h2>\n\t\t\t\t\t<h2 data-interaction-id=\"b1b0db4\" class=\"e-b1b0db4-529136c e-heading-base\" data-e-type=\"widget\" data-id=\"b1b0db4\">Yancoal Australia Ltd (3668 HK)<\/h2>\n\t\t\t\t<div class=\"elementor-element elementor-element-e2e699e elementor-widget elementor-widget-image\" data-id=\"e2e699e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"794\" height=\"480\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.08.23-AM.png?wsr\" class=\"attachment-large size-large wp-image-90145\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.08.23-AM.png 794w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.08.23-AM-300x181.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.08.23-AM-768x464.png 768w\" sizes=\"(max-width: 794px) 100vw, 794px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-816702f elementor-widget elementor-widget-text-editor\" data-id=\"816702f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Shares closed above the\u00a05dEMA with\u00a0rising volume.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"none\">Both\u00a0RSI and MACD\u00a0are constructive.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Long\u00a0<\/span><\/b><span data-contrast=\"none\">\u2013\u00a0<\/span><b><span data-contrast=\"auto\">Entry\u00a039.0,\u00a0Target\u00a042.0,\u00a0Stop\u00a037.5<\/span><\/b><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57c8975 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"57c8975\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<h2 data-interaction-id=\"de33ac4\" class=\"e-de33ac4-7e579ac e-heading-base\" data-e-type=\"widget\" data-id=\"de33ac4\">Yankuang Energy Group Co Ltd (1171 HK)\u00a0<\/h2>\n\t\t\t\t<div class=\"elementor-element elementor-element-95669c6 elementor-widget elementor-widget-image\" data-id=\"95669c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"791\" height=\"470\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.09.04-AM.png?wsr\" class=\"attachment-large size-large wp-image-90146\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.09.04-AM.png 791w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.09.04-AM-300x178.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/06\/Screenshot-2026-06-05-at-9.09.04-AM-768x456.png 768w\" sizes=\"(max-width: 791px) 100vw, 791px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2e68310 elementor-widget elementor-widget-text-editor\" data-id=\"2e68310\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"auto\">Shares closed above the 5dEMA with\u00a0a jump in\u00a0volume.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"5\" data-aria-level=\"1\"><span data-contrast=\"none\">Both\u00a0RSI and MACD\u00a0are constructive.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"6\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Long \u2013 Entry\u00a015.6,\u00a0Target\u00a016.8, Stop\u00a015.0<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<p class=\"e-a092070-be5ee1b e-paragraph-base\" data-interaction-id=\"a092070\" data-e-type=\"widget\" data-id=\"a092070\"><a target=\"_blank\" href=\"#sp\" id=\"e-mpytsz2m-t4zil4x\">^ Back To Top<\/a><\/p>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-968bc1b e-con e-atomic-element e-flexbox-base e-968bc1b-210a55d \" data-id=\"968bc1b\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"968bc1b\" data-e-type=\"e-flexbox\" data-id=\"968bc1b\">\n    \t\t\t<h2 data-interaction-id=\"286d955\" class=\"e-286d955-0df100c e-heading-base\" id=\"er\" data-e-type=\"widget\" data-id=\"286d955\">Earnings<\/h2>\n\t\t\t\t<div class=\"elementor-element elementor-element-2c65d1d elementor-widget elementor-widget-text-editor\" data-id=\"2c65d1d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><b><span data-contrast=\"auto\">Ciena Corporation (CIEN)<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">2Q26\u00a0Revenue:\u00a0<\/span><\/b><span data-contrast=\"auto\">$1.57B<\/span><span data-contrast=\"auto\">,\u00a0+38.9% YoY,\u00a0beat\u00a0estimates\u00a0by $70M<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">2Q26\u00a0Non-GAAP\u00a0EPS<\/span><\/b><span data-contrast=\"auto\">:\u00a0<\/span><span data-contrast=\"auto\">$1.64,\u00a0beat\u00a0estimates\u00a0by\u00a0$0.19<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">3Q26<\/span><\/b><b><span data-contrast=\"auto\">\u00a0Guidance:<\/span><\/b><span data-contrast=\"auto\">\u00a03Q26 revenue guided to $1.625B \u00b1 $50M.\u00a0<\/span><span data-ccp-props=\"{&quot;134233279&quot;:false}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">FY26 Guidance:<\/span><\/b><span data-contrast=\"auto\">\u00a0FY26 revenue guidance was raised to about $6.3B \u00b1 $100M.<\/span><span data-ccp-props=\"{&quot;134233279&quot;:false}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"5\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Comment:\u00a0<\/span><\/b><span data-contrast=\"auto\">This was a strong quarter. Revenue grew 40% YoY, adjusted gross margin expanded, and adjusted EPS\u00a0nearly quadrupled, which indicates Ciena is seeing real operating leverage from the current optical and AI networking cycle. Management also pointed to strong\u00a0hyperscaler\u00a0demand and\u00a0disclosed\u00a0what it described as the industry\u2019s first multi-rail networking order from a\u00a0hyperscaler, which supports the view that AI-driven network upgrades are becoming a meaningful growth driver. The main issue was expectations rather than execution. Even with the beat and raised full-year revenue outlook, the stock fell sharply after the release, with a drop of\u00a0roughly 15%\u00a0to 19%. The market appears to have been positioned for an even larger beat-and-raise after the stock\u2019s\u00a0very strong\u00a0run into earnings. The principal variables to monitor are\u00a0hyperscaler\u00a0order conversion, supply-chain constraints, whether AI-related demand broadens beyond current large customers, and whether the stronger FY26 outlook translates into further estimate revisions.\u00a0<\/span><b><span data-contrast=\"auto\">3Q26\u00a0recommended trading range: $500\u00a0to $580. Neutral Outlook.<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Ciena\u00a0Corporation\uff08CIEN<\/span><\/b><b><span data-contrast=\"auto\">)<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">26<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\uff1a<\/span><\/b><span data-contrast=\"auto\">15.7<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">38.9%<\/span><span data-contrast=\"auto\">\uff0c\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">7000<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">26<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/span><\/b><span data-contrast=\"auto\">1.64<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff0c\u5927\u5e45\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">0.19<\/span><span data-contrast=\"auto\">\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">26<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u8425\u6536<\/span><span data-contrast=\"auto\">16.25<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff08\u00b1<\/span><span data-contrast=\"auto\">5000<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\uff09<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">26<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u4e0a\u8c03\u5168\u5e74\u8425\u6536\u81f3\u7ea6<\/span><span data-contrast=\"auto\">63<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff08\u00b1<\/span><span data-contrast=\"auto\">1<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff09<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"5\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">\u77ed\u8bc4\uff1a<\/span><\/b><span data-contrast=\"auto\">\u672c\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\uff0c\u5145\u5206\u53d7\u76ca\u4e8e<\/span><span data-contrast=\"auto\">AI<\/span><span data-contrast=\"auto\">\u9a71\u52a8\u7684\u5149\u7f51\u7edc\u5347\u7ea7\u5468\u671f\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f\u8fd1<\/span><span data-contrast=\"auto\">40%<\/span><span data-contrast=\"auto\">\uff0c\u8c03\u6574\u540e\u6bdb\u5229\u7387\u6269\u5f20\uff0c\u8c03\u6574\u540e<\/span><span data-contrast=\"auto\">EPS<\/span><span data-contrast=\"auto\">\u63a5\u8fd1\u7ffb\u4e24\u756a\uff0c\u663e\u793a\u516c\u53f8\u6b63\u5b9e\u73b0\u663e\u8457\u7684\u8fd0\u8425\u6760\u6746\u3002\u7ba1\u7406\u5c42\u7279\u522b\u6307\u51fa\uff0c\u5df2\u83b7\u5f97\u4e1a\u5185\u9996\u4e2a\u201c\u591a\u8f68\u201d\uff08<\/span><span data-contrast=\"auto\">multi-rail<\/span><span data-contrast=\"auto\">\uff09\u7f51\u7edc\u8ba2\u5355\u6765\u81ea\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\uff08<\/span><span data-contrast=\"auto\">hyperscaler<\/span><span data-contrast=\"auto\">\uff09\uff0c\u5370\u8bc1<\/span><span data-contrast=\"auto\">AI<\/span><span data-contrast=\"auto\">\u96c6\u7fa4\u5bf9\u9ad8\u5e26\u5bbd\u3001\u4f4e\u5ef6\u8fdf\u4e92\u8fde\u67b6\u6784\u7684\u9700\u6c42\u6b63\u8f6c\u5316\u4e3a\u5b9e\u8d28\u6027\u6536\u5165\u589e\u957f\u3002\u7136\u800c\uff0c\u5e02\u573a\u53cd\u5e94\u5374\u663e\u8457\u8d1f\u9762\u2014\u2014\u80a1\u4ef7\u76d8\u540e\u66b4\u8dcc<\/span><span data-contrast=\"auto\">15%\u201319%<\/span><span data-contrast=\"auto\">\u3002\u8fd9\u5e76\u975e\u6e90\u4e8e\u6267\u884c\u4e0d\u529b\uff0c\u800c\u662f\u56e0\u6295\u8d44\u8005\u5728\u8d22\u62a5\u524d\u5df2\u5c06\u80a1\u4ef7\u63a8\u9ad8\u81f3\u9ad8\u4f4d\uff0c\u671f\u5f85\u66f4\u5927\u5e45\u5ea6\u7684\u4e0a\u4fee\uff1b\u5b9e\u9645\u7ed3\u679c\u867d\u4f18\uff0c\u4f46\u672a\u8fbe\u201c\u60ca\u559c\u201d\u9608\u503c\uff0c\u5bfc\u81f4\u5229\u597d\u51fa\u5c3d\u5f0f\u56de\u8c03\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff08<\/span><span data-contrast=\"auto\">1<\/span><span data-contrast=\"auto\">\uff09\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u8ba2\u5355\u5411\u786e\u8ba4\u6536\u5165\u7684\u8f6c\u5316\u6548\u7387\uff1b\uff08<\/span><span data-contrast=\"auto\">2<\/span><span data-contrast=\"auto\">\uff09\u4f9b\u5e94\u94fe\u662f\u5426\u80fd\u652f\u6491\u4ea4\u4ed8\u8282\u594f\uff1b\uff08<\/span><span data-contrast=\"auto\">3\uff09AI<\/span><span data-contrast=\"auto\">\u76f8\u5173\u9700\u6c42\u80fd\u5426\u4ece\u5934\u90e8\u5ba2\u6237\u5411\u66f4\u5e7f\u6cdb\u4f01\u4e1a\u6269\u5c55\uff1b\uff08<\/span><span data-contrast=\"auto\">4<\/span><span data-contrast=\"auto\">\uff09\u5168\u5e74<\/span><span data-contrast=\"auto\">63<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u8425\u6536\u6307\u5f15\u80fd\u5426\u63a8\u52a8\u5206\u6790\u5e08\u8fdb\u4e00\u6b65\u4e0a\u8c03\u76c8\u5229\u9884\u6d4b\u3002\u5c3d\u7ba1\u77ed\u671f\u6ce2\u52a8\uff0c<\/span><span data-contrast=\"auto\">Ciena<\/span><span data-contrast=\"auto\">\u4f5c\u4e3a<\/span><span data-contrast=\"auto\">AI<\/span><span data-contrast=\"auto\">\u57fa\u7840\u8bbe\u65bd\u6838\u5fc3\u5149\u7f51\u7edc\u4f9b\u5e94\u5546\u7684\u5730\u4f4d\u6301\u7eed\u5f3a\u5316\u3002<\/span><b><span data-contrast=\"auto\">26<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/span><\/b><b><span data-contrast=\"auto\">500<\/span><\/b><b><span data-contrast=\"auto\">\u7f8e\u5143\u81f3<\/span><\/b><b><span data-contrast=\"auto\">580<\/span><\/b><b><span data-contrast=\"auto\">\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f<\/span><\/b><b><span data-contrast=\"auto\">\u3002<\/span><\/b>\u00a0<br \/><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><b><span data-contrast=\"auto\">Rubrik,\u00a0Inc. (RBRK)<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"6\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">1Q27\u00a0Revenue:\u00a0<\/span><\/b><span data-contrast=\"auto\">$387.07M<\/span><span data-contrast=\"auto\">,\u00a0+39.0% YoY, beat estimates\u00a0by\u00a0$20.75M<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"7\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">1Q27\u00a0Non-GAAP\u00a0EPS<\/span><\/b><span data-contrast=\"auto\">:\u00a0<\/span><span data-contrast=\"auto\">$0.16, beat estimates by $0.19<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"8\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">2Q27<\/span><\/b><b><span data-contrast=\"auto\">\u00a0Guidance:<\/span><\/b><span data-contrast=\"auto\">\u00a02Q27\u00a0revenue guided to about $396M at the midpoint, above\u00a0expectations. Subscription ARR reached $1.57B, up 32% YoY.<\/span><span data-ccp-props=\"{&quot;134233279&quot;:false}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"9\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Comment:\u00a0<\/span><\/b><span data-contrast=\"auto\">This was a strong quarter. Revenue grew 39% YoY, subscription ARR rose 32% to $1.57B, and the company added to its large-customer base, with 2,946 customers generating at least $100K in ARR, up 24% YoY. The results\u00a0indicate\u00a0continued strength in cyber resilience and data security demand, with subscription software still driving the bulk of the business. The key positive is that both the quarter and the forward guide came in ahead of expectations. That supports the view that Rubrik is still executing well after its IPO and that demand\u00a0remains\u00a0healthy among larger enterprise customers. The stock reaction was mixed to slightly negative after hours despite the beat, which suggests expectations had already moved up and the market wanted a bigger upside surprise. The principal variables to monitor are subscription ARR growth, conversion of large deals into revenue, margin improvement as scale builds, and whether the company can keep compounding enterprise customer additions at the current pace.\u00a0<\/span><b><span data-contrast=\"auto\">2Q27\u00a0recommended trading range: $65\u00a0to $90.\u00a0Neutral\u00a0Outlook.<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Rubrik,\u00a0Inc.\uff08RBRK<\/span><\/b><b><span data-contrast=\"auto\">)<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"6\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/span><\/b><span data-contrast=\"auto\">3.8707<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">39.0%<\/span><span data-contrast=\"auto\">\uff0c\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">2075<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"7\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/span><\/b><span data-contrast=\"auto\">0.16<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff0c\u5927\u5e45\u4f18\u4e8e\u9884\u671f<\/span><span data-contrast=\"auto\">0.19<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff08\u5e02\u573a\u6b64\u524d\u9884\u671f\u4e3a\u4e8f\u635f<\/span><span data-contrast=\"auto\">0.03<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff09<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"8\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u8425\u6536\u4e2d\u503c\u7ea6<\/span><span data-contrast=\"auto\">3.96<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\uff1b\u8ba2\u9605<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\u8fbe<\/span><span data-contrast=\"auto\">15.7<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">32%<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"9\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">\u77ed\u8bc4\uff1a<\/span><\/b><span data-contrast=\"auto\">\u672c\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\uff0c\u5f70\u663e\u516c\u53f8\u5728\u4f01\u4e1a\u7ea7\u6570\u636e\u5b89\u5168\u4e0e\u7f51\u7edc\u97e7\u6027\u9886\u57df\u7684\u6301\u7eed\u9886\u5148\u5730\u4f4d\u3002\u8425\u6536\u9ad8\u589e\u957f\u7531\u8ba2\u9605\u6a21\u5f0f\u9a71\u52a8\uff0c\u5e74\u5316\u7ecf\u5e38\u6027\u6536\u5165\uff08<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\uff09\uff0c\u5176\u4e2d\u5e74\u8d21\u732e\u8d85<\/span><span data-contrast=\"auto\">10<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\u7684\u5927\u578b\u5ba2\u6237\u8fbe<\/span><span data-contrast=\"auto\">2946<\/span><span data-contrast=\"auto\">\u5bb6\uff08<\/span><span data-contrast=\"auto\">+24% YoY<\/span><span data-contrast=\"auto\">\uff09\uff0c\u663e\u793a\u5176\u5728\u5927\u578b\u4f01\u4e1a\u5e02\u573a\u7684\u6e17\u900f\u4ecd\u5728\u52a0\u901f\u3002\u6838\u5fc3\u4eae\u70b9\u5728\u4e8e\u5f53\u5b63\u4e1a\u7ee9\u4e0e\u524d\u77bb\u6307\u5f15\u53cc\u53cc\u8d85\u9884\u671f\uff0c\u5370\u8bc1<\/span><span data-contrast=\"auto\">Rubrik<\/span><span data-contrast=\"auto\">\u5728<\/span><span data-contrast=\"auto\">IPO<\/span><span data-contrast=\"auto\">\u540e\u4ecd\u4fdd\u6301\u9ad8\u6548\u6267\u884c\uff0c\u4e14\u4f01\u4e1a\u5bf9\u4e91\u6570\u636e\u4fdd\u62a4\u3001\u52d2\u7d22\u8f6f\u4ef6\u9632\u5fa1\u7b49\u89e3\u51b3\u65b9\u6848\u7684\u9700\u6c42\u4fdd\u6301\u5065\u5eb7\u3002\u7136\u800c\uff0c\u76d8\u540e\u80a1\u4ef7\u53cd\u5e94\u504f\u5f31\u751a\u81f3\u5c0f\u5e45\u4e0b\u8dcc\uff0c\u53cd\u6620\u5e02\u573a\u5728\u8d22\u62a5\u524d\u5df2\u4e0a\u8c03\u9884\u671f\uff0c\u671f\u5f85\u66f4\u5927\u5e45\u5ea6\u7684\u60ca\u559c\uff1b\u5b9e\u9645\u7ed3\u679c\u867d\u624e\u5b9e\uff0c\u4f46\u672a\u89e6\u53d1\u65b0\u4e00\u8f6e\u4f30\u503c\u91cd\u4f30\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff08<\/span><span data-contrast=\"auto\">1<\/span><span data-contrast=\"auto\">\uff09\u8ba2\u9605<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\u80fd\u5426\u7ef4\u6301<\/span><span data-contrast=\"auto\">30%+<\/span><span data-contrast=\"auto\">\u589e\u901f\uff1b\uff08<\/span><span data-contrast=\"auto\">2<\/span><span data-contrast=\"auto\">\uff09\u5927\u989d\u4ea4\u6613\uff08<\/span><span data-contrast=\"auto\">land-and-expand<\/span><span data-contrast=\"auto\">\uff09\u5411\u786e\u8ba4\u6536\u5165\u7684\u8f6c\u5316\u6548\u7387\uff1b\uff08<\/span><span data-contrast=\"auto\">3<\/span><span data-contrast=\"auto\">\uff09\u968f\u7740\u89c4\u6a21\u6269\u5927\uff0c\u8fd0\u8425\u6760\u6746\u662f\u5426\u63a8\u52a8\u5229\u6da6\u7387\u6301\u7eed\u6539\u5584\uff1b\uff08<\/span><span data-contrast=\"auto\">4<\/span><span data-contrast=\"auto\">\uff09\u4f01\u4e1a\u5ba2\u6237\u6269\u5f20\u8282\u594f\u80fd\u5426\u5ef6\u7eed\u3002<\/span><span data-contrast=\"auto\">27<\/span><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/span><span data-contrast=\"auto\">65<\/span><span data-contrast=\"auto\">\u7f8e\u5143\u81f3<\/span><span data-contrast=\"auto\">90<\/span><span data-contrast=\"auto\">\u7f8e\u5143\u3002<\/span><b><span data-contrast=\"auto\">\u4e2d\u6027\u524d\u666f<\/span><\/b><b><span data-contrast=\"auto\">\u3002<\/span><\/b>\u00a0<br \/><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><b><span data-contrast=\"auto\">Planet Labs PBC.\u00a0(PL)<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"10\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">1Q27\u00a0Revenue:\u00a0<\/span><\/b><span data-contrast=\"auto\">$94M<\/span><span data-contrast=\"auto\">,\u00a0+41.9% YoY,\u00a0beat\u00a0estimates by $3.87M<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"11\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">1Q27\u00a0Non-GAAP\u00a0EPS<\/span><\/b><span data-contrast=\"auto\">:\u00a0\u2013<\/span><span data-contrast=\"auto\">$0.03, beat estimates by $0.01<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"12\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">2Q27<\/span><\/b><b><span data-contrast=\"auto\">\u00a0Guidance:<\/span><\/b><span data-contrast=\"auto\">\u00a0Expect\u00a0revenue\u00a0to be in the range of approximately $102M\u00a0to $107M,\u00a0non-GAAP gross\u00a0margin is expected to be in the range of approximately 52% to 55%, adjusted\u00a0EBITDA\u00a0profit is expected to be in the range of approximately $0 to $5M and capital\u00a0expenditures are expected to be in the range of approximately $21M\u00a0and\u00a0$27M\u00a0for the quarter.<\/span><span data-ccp-props=\"{&quot;134233279&quot;:false}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"13\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">FY27 Guidance:<\/span><\/b><span data-contrast=\"auto\">\u00a0Expect revenue to be in the range of approximately $425M to $441M, non-GAAP gross margin is expected to be in the range of\u00a0approximately 52%\u00a0to 54%, adjusted EBITDA profit is expected to be in<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"14\" data-aria-level=\"1\"><span data-contrast=\"auto\">the range of approximately $0 and $10M and capital expenditures are expected to be approximately $80M\u00a0and $95M\u00a0for the year.<\/span><span data-ccp-props=\"{&quot;134233279&quot;:false}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"15\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Comment:\u00a0<\/span><\/b><span data-contrast=\"auto\">Planet Labs reported a record Q1 revenue of US$94.2mn, rising\u00a042% YoY,\u00a0driven by robust demand from\u00a0defence, intelligence, and government customers, while backlog surged 72% YoY to over US$906mn\u00a0and remaining performance obligations rose 81% to US$816mn, providing strong long-term revenue visibility. The company secured multiple high-profile contracts with organizations including the U.S. Navy, NGA, Sweden, Greece, and other international\u00a0defence\u00a0customers, while continuing to expand its satellite capabilities through\u00a0additional\u00a0Pelican launches and new AI-powered geospatial analytics products. Although GAAP net loss widened to US$138.9mn\u00a0due primarily to a non-cash warrant revaluation loss, underlying operations remained stable with an adjusted EBITDA loss of just US$1.0mn, and Planet ended the quarter with a strong cash position of US$731mn\u00a0after warrant exercises. Looking ahead, Planet is well-positioned to benefit from rising global demand for\u00a0defence\u00a0surveillance, sovereign intelligence, agricultural monitoring, and AI-enabled geospatial analytics, with its growing backlog, expanding Pelican constellation, new AI products, and increasingly mission-critical role in government and\u00a0defence\u00a0workflows supporting continued revenue growth and a path toward sustainable profitability.\u00a0<\/span><b><span data-contrast=\"auto\">2Q27\u00a0recommended trading range: $40\u00a0to $50.\u00a0Positive\u00a0Outlook.<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Planet Labs\u00a0PBC.\uff08PL<\/span><\/b><b><span data-contrast=\"auto\">)<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"10\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/span><\/b><span data-contrast=\"auto\">9400<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4<\/span><span data-contrast=\"auto\">+41.9%<\/span><span data-contrast=\"auto\">\uff0c\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">387<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"11\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6<\/span><\/b><b><span data-contrast=\"auto\">Non-GAAP<\/span><\/b><b><span data-contrast=\"auto\">\u6bcf\u80a1\u6536\u76ca\uff1a<\/span><\/b><span data-contrast=\"auto\">-0.03<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">0.01<\/span><span data-contrast=\"auto\">\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"12\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u9884\u8ba1\u8425\u6536\u7ea6\u5728<\/span><span data-contrast=\"auto\">1.02<\/span><span data-contrast=\"auto\">\u4ebf\u81f3<\/span><span data-contrast=\"auto\">1.07<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff1b\u9884\u8ba1<\/span><span data-contrast=\"auto\">Non-GAAP<\/span><span data-contrast=\"auto\">\u6bdb\u5229\u7387\u7ea6\u5728<\/span><span data-contrast=\"auto\">52%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">55%<\/span><span data-contrast=\"auto\">\u4e4b\u95f4\uff1b\u9884\u8ba1\u8c03\u6574\u540e<\/span><span data-contrast=\"auto\">EBITDA<\/span><span data-contrast=\"auto\">\u5229\u6da6\u7ea6\u5728<\/span><span data-contrast=\"auto\">0<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">500<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\u4e4b\u95f4\uff1b\u9884\u8ba1\u672c\u5b63\u5ea6\u8d44\u672c\u5f00\u652f\u7ea6\u5728<\/span><span data-contrast=\"auto\">2100<\/span><span data-contrast=\"auto\">\u4e07\u81f3<\/span><span data-contrast=\"auto\">2700<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\u4e4b\u95f4\u3002<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"13\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u9884\u8ba1\u8425\u6536\u7ea6\u5728<\/span><span data-contrast=\"auto\">4.25<\/span><span data-contrast=\"auto\">\u4ebf\u81f3<\/span><span data-contrast=\"auto\">4.41<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff1b\u9884\u8ba1<\/span><span data-contrast=\"auto\">Non-GAAP<\/span><span data-contrast=\"auto\">\u6bdb\u5229\u7387\u7ea6\u5728<\/span><span data-contrast=\"auto\">52%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">54%<\/span><span data-contrast=\"auto\">\u4e4b\u95f4\uff1b\u9884\u8ba1\u8c03\u6574\u540e<\/span><span data-contrast=\"auto\">EBITDA<\/span><span data-contrast=\"auto\">\u5229\u6da6\u7ea6\u5728<\/span><span data-contrast=\"auto\">0<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">1000<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\u4e4b\u95f4\uff1b\u9884\u8ba1\u5168\u5e74\u8d44\u672c\u5f00\u652f\u7ea6\u5728<\/span><span data-contrast=\"auto\">8000<\/span><span data-contrast=\"auto\">\u4e07\u81f3<\/span><span data-contrast=\"auto\">9500<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\u4e4b\u95f4\u3002<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"14\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">\u77ed\u8bc4\uff1a<\/span><\/b><span data-contrast=\"auto\">Planet Labs<\/span><span data-contrast=\"auto\">\u516c\u5e03\u521b\u7eaa\u5f55\u7684<\/span><span data-contrast=\"auto\">27<\/span><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536<\/span><span data-contrast=\"auto\">9420<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">42%<\/span><span data-contrast=\"auto\">\uff0c\u4e3b\u8981\u7531\u56fd\u9632\u3001\u60c5\u62a5\u4ee5\u53ca\u653f\u5e9c\u5ba2\u6237\u7684\u5f3a\u52b2\u9700\u6c42\u63a8\u52a8\uff1b\u540c\u65f6\u79ef\u538b\u8ba2\u5355\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">72%<\/span><span data-contrast=\"auto\">\u81f3\u8d85\u8fc7<\/span><span data-contrast=\"auto\">9.06<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u5269\u4f59\u5c65\u7ea6\u4e49\u52a1\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">81%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">8.16<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u4e3a\u957f\u671f\u8425\u6536\u53ef\u89c1\u5ea6\u63d0\u4f9b\u652f\u6491\u3002\u516c\u53f8\u8fd8\u4e0e\u5305\u62ec\u7f8e\u56fd\u6d77\u519b\u3001<\/span><span data-contrast=\"auto\">NGA<\/span><span data-contrast=\"auto\">\u3001\u745e\u5178\u3001\u5e0c\u814a\u5728\u5185\u7684\u591a\u5bb6\u673a\u6784\u53ca\u56fd\u9645\u56fd\u9632\u5ba2\u6237\u7b7e\u7f72\u591a\u4efd\u91cd\u8981\u5408\u540c\uff0c\u5e76\u901a\u8fc7\u65b0\u589e<\/span><span data-contrast=\"auto\">Pelican<\/span><span data-contrast=\"auto\">\u53d1\u5c04\u6269\u5c55\u536b\u661f\u80fd\u529b\uff0c\u540c\u65f6\u63a8\u51fa\u65b0\u7684<\/span><span data-contrast=\"auto\">AI<\/span><span data-contrast=\"auto\">\u9a71\u52a8\u5730\u7406\u7a7a\u95f4\u5206\u6790\u4ea7\u54c1\u3002\u5c3d\u7ba1\u7531\u4e8e\u975e\u73b0\u91d1\u7684\u8ba4\u80a1\u6743\u8bc1\u91cd\u4f30\u635f\u5931\uff0c<\/span><span data-contrast=\"auto\">GAAP<\/span><span data-contrast=\"auto\">\u51c0\u4e8f\u635f\u6269\u5927\u81f3<\/span><span data-contrast=\"auto\">1.389<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u4f46\u516c\u53f8\u7684\u57fa\u7840\u7ecf\u8425\u4fdd\u6301\u7a33\u5b9a\uff1a\u8c03\u6574\u540e<\/span><span data-contrast=\"auto\">EBITDA<\/span><span data-contrast=\"auto\">\u4e8f\u635f\u4ec5\u7ea6<\/span><span data-contrast=\"auto\">100<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\uff1b\u516c\u53f8\u5728\u8ba4\u80a1\u6743\u8bc1\u884c\u6743\u540e\uff0c\u672c\u5b63\u5ea6\u672b\u73b0\u91d1\u72b6\u51b5\u8f83\u5f3a\uff0c\u73b0\u91d1\u4e3a<\/span><span data-contrast=\"auto\">7.31<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u3002\u5c55\u671b\u672a\u6765\uff0c<\/span><span data-contrast=\"auto\">Planet<\/span><span data-contrast=\"auto\">\u6709\u671b\u53d7\u76ca\u4e8e\u5168\u7403\u5bf9\u56fd\u9632\u76d1\u89c6\u3001\u4e3b\u6743\u60c5\u62a5\u3001\u519c\u4e1a\u76d1\u6d4b\u4ee5\u53ca<\/span><span data-contrast=\"auto\">AI<\/span><span data-contrast=\"auto\">\u8d4b\u80fd\u5730\u7406\u7a7a\u95f4\u5206\u6790\u9700\u6c42\u7684\u4e0a\u5347\uff1b\u968f\u7740\u79ef\u538b\u8ba2\u5355\u589e\u957f\u3001<\/span><span data-contrast=\"auto\">Pelican<\/span><span data-contrast=\"auto\">\u661f\u5ea7\u6301\u7eed\u6269\u5f20\u3001<\/span><span data-contrast=\"auto\">AI<\/span><span data-contrast=\"auto\">\u4ea7\u54c1\u6301\u7eed\u63a8\u51fa\uff0c\u5e76\u4e14\u5176\u5728\u653f\u5e9c\u4e0e\u56fd\u9632\u4efb\u52a1\u6d41\u7a0b\u4e2d\u7684\u5173\u952e\u5730\u4f4d\u4e0d\u65ad\u63d0\u5347\uff0c\u516c\u53f8\u9884\u8ba1\u5c06\u6301\u7eed\u5b9e\u73b0\u8425\u6536\u589e\u957f\uff0c\u5e76\u9010\u6b65\u8d70\u5411\u53ef\u6301\u7eed\u76c8\u5229\u3002<\/span><b><span data-contrast=\"auto\">2Q27<\/span><\/b><b><span data-contrast=\"auto\">\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/span><\/b><b><span data-contrast=\"auto\">40<\/span><\/b><b><span data-contrast=\"auto\">\u7f8e\u5143\u81f3<\/span><\/b><b><span data-contrast=\"auto\">50<\/span><\/b><b><span data-contrast=\"auto\">\u7f8e\u5143\u3002\u79ef\u6781\u524d\u666f<\/span><\/b><b><span data-contrast=\"auto\">\u3002<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Lululemon Athletica Inc. (LULU)<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"16\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">1<\/span><\/b><b><span data-contrast=\"auto\">Q26\u00a0Revenue:\u00a0<\/span><\/b><span data-contrast=\"auto\">$2.47B,\u00a0+4.2% YoY,\u00a0beat\u00a0estimates by $40M<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"17\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">1<\/span><\/b><b><span data-contrast=\"auto\">Q26\u00a0GAAP\u00a0EPS<\/span><\/b><span data-contrast=\"auto\">:\u00a0$1.69, beat estimates by $0.02<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"18\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">2Q26\u00a0Guidance:\u00a0<\/span><\/b><span data-contrast=\"auto\">Expect\u00a0sales to be between $2.45B\u00a0and $2.48B, below expectations of $2.60B\u00a0and\u00a0earnings per share to be between $1.76 and $1.81, well below expectations of $2.68.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"19\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">FY26\u00a0Guidance:\u00a0<\/span><\/b><span data-contrast=\"auto\">Lowered its\u00a0revenue\u00a0outlook\u00a0to be between $11B\u00a0and $11.15B, down from\u00a0a previous\u00a0range of between $11.35B\u00a0and $11.50Bm\u00a0compared to expectations\u00a0of $11.48B.\u00a0It\u00a0also\u00a0lowered\u00a0its\u00a0earnings per share\u00a0guidance\u00a0to be between $10.95 and $11.15, down from\u00a0a previous\u00a0range of $12.10 to $12.30\u00a0vs estimated of\u00a0$12.30 per share.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"20\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Comment:\u00a0<\/span><\/b><span data-contrast=\"auto\">Lululemon reported mixed fiscal 1Q26 results, with revenue rising 4% YoY to US$2.47bn and EPS of US$1.69 narrowly beating expectations, but profitability weakened significantly as net income fell 38% YoY and gross margin contracted 4.1 percentage points to 54.2%. The company cited negative media coverage related to its proxy dispute with founder Chip Wilson, questions surrounding product composition, and several underwhelming product launches that hurt customer traffic and sales momentum, particularly in North America where comparable sales declined 5% for a fifth consecutive quarter. While international markets remained a bright spot with revenue growth of 22%, led by China, management lowered its FY26 guidance, now expecting revenue of US$11.0-11.15bn and EPS of US$10.95-11.15, reflecting weaker-than-expected demand, increased promotional activity, and ongoing tariff-related margin pressures.\u00a0Looking ahead, Lululemon\u2019s near-term performance\u00a0is likely to remain challenged as it works to restore brand momentum in North America, improve product innovation, and navigate cost headwinds. However, the appointment of former Nike executive Heidi O\u2019Neill as CEO, continued strength in China and international markets, shortening product lead times, and efforts to refresh assortments could support a gradual recovery, although meaningful improvement may take several quarters as new product initiatives and strategic changes begin to reach consumers.<\/span><b><span data-contrast=\"auto\">\u00a02Q26\u00a0recommended trading range: $100 to $120.\u00a0Neutral\u00a0Outlook<\/span><\/b><b><span data-contrast=\"auto\">.<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Lululemon Athletica\u00a0Inc.\uff08LULU<\/span><\/b><b><span data-contrast=\"auto\">)<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"15\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">26<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/span><\/b><span data-contrast=\"auto\">24.7<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4<\/span><span data-contrast=\"auto\">+4.2%<\/span><span data-contrast=\"auto\">\uff0c\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">4000<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"16\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">26<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6<\/span><\/b><b><span data-contrast=\"auto\">GAAP<\/span><\/b><b><span data-contrast=\"auto\">\u6bcf\u80a1\u6536\u76ca\uff1a<\/span><\/b><span data-contrast=\"auto\">1.69<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">0.02<\/span><span data-contrast=\"auto\">\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"17\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">26<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u9884\u8ba1\u9500\u552e\u989d\u5728<\/span><span data-contrast=\"auto\">24.5<\/span><span data-contrast=\"auto\">\u4ebf\u81f3<\/span><span data-contrast=\"auto\">24.8<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u4f4e\u4e8e\u9884\u671f\u7684<\/span><span data-contrast=\"auto\">26<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff1b\u9884\u8ba1\u6bcf\u80a1\u6536\u76ca\u5728<\/span><span data-contrast=\"auto\">1.76<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">1.81<\/span><span data-contrast=\"auto\">\u7f8e\u5143\u4e4b\u95f4\uff0c\u663e\u8457\u4f4e\u4e8e\u9884\u671f\u7684<\/span><span data-contrast=\"auto\">2.68<\/span><span data-contrast=\"auto\">\u7f8e\u5143\u3002<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"18\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">26<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u5c06\u8425\u6536\u5c55\u671b\u4e0b\u8c03\u81f3<\/span><span data-contrast=\"auto\">110<\/span><span data-contrast=\"auto\">\u4ebf\u81f3<\/span><span data-contrast=\"auto\">111.5<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u6b64\u524d<\/span><span data-contrast=\"auto\">11.35<\/span><span data-contrast=\"auto\">\u4ebf\u81f3<\/span><span data-contrast=\"auto\">11.50<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u7684\u533a\u95f4\uff1b\u5e02\u573a\u9884\u671f\u4e3a<\/span><span data-contrast=\"auto\">114.8<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u3002\u540c\u65f6\u5c06<\/span><span data-contrast=\"auto\">EPS<\/span><span data-contrast=\"auto\">\u6307\u5f15\u4e0b\u8c03\u81f3<\/span><span data-contrast=\"auto\">10.95<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">11.15<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff0c\u4f4e\u4e8e\u6b64\u524d<\/span><span data-contrast=\"auto\">12.10<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">12.30<\/span><span data-contrast=\"auto\">\u7f8e\u5143\u7684\u533a\u95f4\uff0c\u4e14\u4f4e\u4e8e\u9884\u4f30\u7684<\/span><span data-contrast=\"auto\">12.30<\/span><span data-contrast=\"auto\">\u7f8e\u5143<\/span><span data-contrast=\"auto\">\/<\/span><span data-contrast=\"auto\">\u80a1\u3002<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"19\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">\u77ed\u8bc4\uff1a<\/span><\/b><span data-contrast=\"auto\">Lululemon<\/span><span data-contrast=\"auto\">\u516c\u5e03<\/span><span data-contrast=\"auto\">26<\/span><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7ed3\u679c\u597d\u574f\u53c2\u534a\uff1a\u8425\u6536\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">4%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">24.7<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c<\/span><span data-contrast=\"auto\">EPS<\/span><span data-contrast=\"auto\">\u4e3a<\/span><span data-contrast=\"auto\">1.69<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff0c\u52c9\u5f3a\u7565\u8d85\u9884\u671f\uff1b\u4f46\u76c8\u5229\u80fd\u529b\u660e\u663e\u8d70\u5f31\uff0c\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u6ed1<\/span><span data-contrast=\"auto\">38%<\/span><span data-contrast=\"auto\">\uff0c\u6bdb\u5229\u7387\u6536\u7f29<\/span><span data-contrast=\"auto\">4.1<\/span><span data-contrast=\"auto\">\u4e2a\u767e\u5206\u70b9\u81f3<\/span><span data-contrast=\"auto\">54.2%<\/span><span data-contrast=\"auto\">\u3002\u516c\u53f8\u63d0\u5230\u4e0e\u521b\u59cb\u4eba<\/span><span data-contrast=\"auto\">Chip Wilson<\/span><span data-contrast=\"auto\">\u7684\u59d4\u6258\u4e66\uff08\u4ee3\u7406\uff09\u4e89\u8bae\u76f8\u5173\u7684\u8d1f\u9762\u5a92\u4f53\u62a5\u9053\u3001\u56f4\u7ed5\u4ea7\u54c1\u7ec4\u6210\u7684\u7591\u95ee\uff0c\u4ee5\u53ca\u82e5\u5e72\u8868\u73b0\u4e0d\u4f73\u7684\u4ea7\u54c1\u53d1\u5e03\uff0c\u5bfc\u81f4\u987e\u5ba2\u5230\u5e97\u4e0e\u9500\u552e\u52a8\u80fd\u53d7\u5f71\u54cd\uff0c\u5c24\u5176\u5728\u5317\u7f8e\u2014\u2014\u53ef\u6bd4\u9500\u552e\u989d\u5df2\u8fde\u7eed\u7b2c\u4e94\u4e2a\u5b63\u5ea6\u4e0b\u6ed1<\/span><span data-contrast=\"auto\">5%<\/span><span data-contrast=\"auto\">\u3002\u56fd\u9645\u5e02\u573a\u4ecd\u76f8\u5bf9\u4eae\u773c\uff0c\u6536\u5165\u589e\u957f<\/span><span data-contrast=\"auto\">22%<\/span><span data-contrast=\"auto\">\uff08\u4e3b\u8981\u7531\u4e2d\u56fd\u5e26\u52a8\uff09\uff0c\u4f46\u7ba1\u7406\u5c42\u4e0b\u8c03<\/span><span data-contrast=\"auto\">26<\/span><span data-contrast=\"auto\">\u8d22\u5e74\u6307\u5f15\uff0c\u9884\u8ba1\u8425\u6536\u4e3a<\/span><span data-contrast=\"auto\">110<\/span><span data-contrast=\"auto\">\u4ebf\u81f3<\/span><span data-contrast=\"auto\">111.5<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u3001<\/span><span data-contrast=\"auto\">EPS<\/span><span data-contrast=\"auto\">\u4e3a<\/span><span data-contrast=\"auto\">10.95<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">11.15<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff0c\u53cd\u6620\u9700\u6c42\u4f4e\u4e8e\u9884\u671f\u3001\u4fc3\u9500\u6d3b\u52a8\u589e\u52a0\uff0c\u4ee5\u53ca\u4e0e\u5173\u7a0e\u76f8\u5173\u7684\u6301\u7eed\u5229\u6da6\u7387\u538b\u529b\u3002\u5c55\u671b\u672a\u6765\uff0c<\/span><span data-contrast=\"auto\">Lululemon<\/span><span data-contrast=\"auto\">\u77ed\u671f\u8868\u73b0\u53ef\u80fd\u4ecd\u5c06\u627f\u538b\uff1a\u516c\u53f8\u9700\u8981\u5728\u5317\u7f8e\u6062\u590d\u54c1\u724c\u52a8\u80fd\u3001\u63d0\u5347\u4ea7\u54c1\u521b\u65b0\uff0c\u5e76\u5e94\u5bf9\u6210\u672c\u7aef\u7684\u9006\u98ce\u3002\u4e0d\u8fc7\uff0c\u968f\u7740\u524d<\/span><span data-contrast=\"auto\">Nike<\/span><span data-contrast=\"auto\">\u9ad8\u7ba1<\/span><span data-contrast=\"auto\">Heidi O\u2019Neill<\/span><span data-contrast=\"auto\">\u51fa\u4efb<\/span><span data-contrast=\"auto\">CEO<\/span><span data-contrast=\"auto\">\u3001\u4ee5\u53ca\u4e2d\u56fd\u548c\u56fd\u9645\u5e02\u573a\u7684\u6301\u7eed\u5f3a\u52bf\u3001\u7f29\u77ed\u4ea7\u54c1\u4ea4\u4ed8\u5468\u671f\u5e76\u63a8\u8fdb\u66f4\u65b0\u5546\u54c1\u7ed3\u6784\uff0c\u53ef\u80fd\u652f\u6301\u9010\u6b65\u56de\u5347\uff1b\u4f46\u8981\u770b\u5230\u5b9e\u8d28\u6027\u6539\u5584\uff0c\u53ef\u80fd\u4ecd\u9700\u6570\u4e2a\u5b63\u5ea6\uff0c\u56e0\u4e3a\u65b0\u7684\u4ea7\u54c1\u4e3e\u63aa\u4e0e\u6218\u7565\u8c03\u6574\u9700\u8981\u9010\u6b65\u4f20\u5bfc\u5230\u6d88\u8d39\u8005\u7aef\u3002<\/span><b><span data-contrast=\"auto\">2Q26<\/span><\/b><b><span data-contrast=\"auto\">\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/span><\/b><b><span data-contrast=\"auto\">100<\/span><\/b><b><span data-contrast=\"auto\">\u7f8e\u5143\u81f3<\/span><\/b><b><span data-contrast=\"auto\">120<\/span><\/b><b><span data-contrast=\"auto\">\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/span><\/b><b><span data-contrast=\"auto\">\u3002<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Docusign Inc. (DOCU)<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"21\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">1Q27\u00a0Revenue:\u00a0<\/span><\/b><span data-contrast=\"auto\">$820.24M<\/span><span data-contrast=\"auto\">,\u00a0+8.7% YoY,\u00a0beat\u00a0estimates\u00a0by\u00a0$5.49M<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"22\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">1Q27\u00a0Non-GAAP\u00a0EPS<\/span><\/b><span data-contrast=\"auto\">:\u00a0<\/span><span data-contrast=\"auto\">$1.09, beat estimates by $0.10<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"23\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">2Q27 Guidance<\/span><\/b><span data-contrast=\"auto\">:\u00a0Expect revenue to be\u00a0$865M-$869M,\u00a0non-GAAP gross margin to be between 81.5%-81.7%\u00a0and\u00a0non-GAAP operating margin to reach 29.7%-30.2%.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"24\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">FY27<\/span><\/b><b><span data-contrast=\"auto\">\u00a0Guidance:<\/span><\/b><span data-contrast=\"auto\">\u00a0Expect revenue\u00a0to be\u00a0$3.490B-$3.502B, non-GAAP gross margin to be between\u00a081.5%-82.0%,\u00a0non-GAAP operating margin to reach\u00a030.5%-31.0% for fiscal 2027, an increase of 0.5% at the midpoint versus prior guidance\u00a0and for\u00a0ARR,\u00a0YoY\u00a0growth rate range will be 8.25%-8.75%.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"25\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Comment:\u00a0<\/span><\/b><span data-contrast=\"auto\">DocuSign\u00a0delivered\u00a0strong first\u00a0quarter\u00a0results, with revenue rising 9% YoY to US$830mn, operating margins expanding to 32%, and free cash flow margins reaching 35%, while repurchasing a record US$318mn\u00a0shares. The company\u2019s AI-powered Intelligent Agreement Management (IAM) platform continues to gain traction, with over 40,000 customers now using IAM and contributing 12.6% of total ARR, up from 10.8% in the prior quarter. Management highlighted accelerating enterprise adoption, improving retention metrics, growing large-customer momentum, and a rapidly expanding ecosystem of AI-driven workflows and integrations across legal, procurement, HR, sales, and payments. Looking ahead,\u00a0DocuSign\u00a0expects fiscal 2027 ARR growth to accelerate to 8.25%-8.75%, with IAM projected to reach approximately 18% of total ARR and exceed US$600mn\u00a0in ARR by year-end. Supported by its vast agreement dataset, expanding AI capabilities, growing enterprise penetration, and increasing workflow automation opportunities, the company is positioning IAM as the central agreement platform for enterprises, creating a potential long-term growth driver beyond its traditional e-signature business while continuing to deliver strong profitability and cash generation.\u00a0<\/span><b><span data-contrast=\"auto\">2Q27\u00a0recommended trading range: $45\u00a0to $55. Neutral Outlook.<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">DocuSign\u00a0Inc.\uff08DOCU<\/span><\/b><b><span data-contrast=\"auto\">)<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"20\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/span><\/b><span data-contrast=\"auto\">8.2024<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4<\/span><span data-contrast=\"auto\">+8.7%<\/span><span data-contrast=\"auto\">\uff0c\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">549<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"21\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6<\/span><\/b><b><span data-contrast=\"auto\">Non-GAAP<\/span><\/b><b><span data-contrast=\"auto\">\u6bcf\u80a1\u6536\u76ca\uff1a<\/span><\/b><span data-contrast=\"auto\">1.09<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">0.10<\/span><span data-contrast=\"auto\">\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"22\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u9884\u8ba1\u8425\u6536\u4e3a<\/span><span data-contrast=\"auto\">8.65<\/span><span data-contrast=\"auto\">\u4ebf\u81f3<\/span><span data-contrast=\"auto\">8.69<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff1b\u9884\u8ba1<\/span><span data-contrast=\"auto\">Non-GAAP<\/span><span data-contrast=\"auto\">\u6bdb\u5229\u7387\u5728<\/span><span data-contrast=\"auto\">81.5%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">81.7%<\/span><span data-contrast=\"auto\">\u4e4b\u95f4\uff1b\u9884\u8ba1<\/span><span data-contrast=\"auto\">Non-GAAP<\/span><span data-contrast=\"auto\">\u7ecf\u8425\u5229\u6da6\u7387\u8fbe\u5230<\/span><span data-contrast=\"auto\">29.7%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">30.2%\u3002<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"23\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u9884\u8ba1\u8425\u6536\u4e3a<\/span><span data-contrast=\"auto\">34.90<\/span><span data-contrast=\"auto\">\u4ebf\u81f3<\/span><span data-contrast=\"auto\">35.02<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff1b\u9884\u8ba1<\/span><span data-contrast=\"auto\">Non-GAAP<\/span><span data-contrast=\"auto\">\u6bdb\u5229\u7387\u5728<\/span><span data-contrast=\"auto\">81.5%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">82.0%<\/span><span data-contrast=\"auto\">\u4e4b\u95f4\uff1b\u9884\u8ba1<\/span><span data-contrast=\"auto\">27<\/span><span data-contrast=\"auto\">\u8d22\u5e74<\/span><span data-contrast=\"auto\">Non-GAAP<\/span><span data-contrast=\"auto\">\u7ecf\u8425\u5229\u6da6\u7387\u8fbe\u5230<\/span><span data-contrast=\"auto\">30.5%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">31.0%<\/span><span data-contrast=\"auto\">\u3002\u76f8\u8f83\u6b64\u524d\u6307\u5f15\uff0c\u4e2d\u503c\u4e0a\u8c03<\/span><span data-contrast=\"auto\">0.5%<\/span><span data-contrast=\"auto\">\uff1b\u540c\u65f6\u5bf9<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\uff08\u5e74\u5ea6\u7ecf\u5e38\u6027\u6536\u5165\uff09<\/span><span data-contrast=\"auto\">YoY<\/span><span data-contrast=\"auto\">\u589e\u901f\u533a\u95f4\u4e3a<\/span><span data-contrast=\"auto\">8.25%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">8.75%\u3002<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"24\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">\u77ed\u8bc4\uff1a<\/span><\/b><span data-contrast=\"auto\">DocuSign<\/span><span data-contrast=\"auto\">\u516c\u5e03\u5f3a\u52b2\u7684<\/span><span data-contrast=\"auto\">27<\/span><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\uff1a\u8425\u6536\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">9%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">8.30<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u7ecf\u8425\u5229\u6da6\u7387\u6269\u5f20\u81f3<\/span><span data-contrast=\"auto\">32%<\/span><span data-contrast=\"auto\">\uff0c\u81ea\u7531\u73b0\u91d1\u6d41\u5229\u6da6\u7387\u8fbe\u5230<\/span><span data-contrast=\"auto\">35%<\/span><span data-contrast=\"auto\">\uff1b\u516c\u53f8\u8fd8\u56de\u8d2d\u4e86\u521b\u7eaa\u5f55\u7684<\/span><span data-contrast=\"auto\">3.18<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u80a1\u7968\u3002\u5176<\/span><span data-contrast=\"auto\">AI<\/span><span data-contrast=\"auto\">\u9a71\u52a8\u7684\u201c\u667a\u80fd\u534f\u8bae\u7ba1\u7406\u201d\uff08<\/span><span data-contrast=\"auto\">IAM<\/span><span data-contrast=\"auto\">\uff09\u5e73\u53f0\u6301\u7eed\u83b7\u5f97\u5e02\u573a\u8ba4\u53ef\uff1a\u76ee\u524d\u5df2\u6709\u8d85\u8fc7<\/span><span data-contrast=\"auto\">4<\/span><span data-contrast=\"auto\">\u4e07\u540d\u5ba2\u6237\u4f7f\u7528<\/span><span data-contrast=\"auto\">IAM<\/span><span data-contrast=\"auto\">\uff0c\u5e76\u8d21\u732e\u603b<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\u7684<\/span><span data-contrast=\"auto\">12.6%<\/span><span data-contrast=\"auto\">\uff0c\u9ad8\u4e8e\u4e0a\u4e00\u5b63\u5ea6\u7684<\/span><span data-contrast=\"auto\">10.8%<\/span><span data-contrast=\"auto\">\u3002\u7ba1\u7406\u5c42\u5f3a\u8c03\u4f01\u4e1a\u91c7\u7528\u901f\u5ea6\u52a0\u5feb\u3001\u7559\u5b58\u6307\u6807\u6539\u5584\u3001\u5927\u5ba2\u6237\u52a8\u80fd\u589e\u957f\uff0c\u4ee5\u53ca<\/span><span data-contrast=\"auto\">AI<\/span><span data-contrast=\"auto\">\u9a71\u52a8\u5de5\u4f5c\u6d41\u4e0e\u96c6\u6210\u751f\u6001\u7cfb\u7edf\u5feb\u901f\u6269\u5f20\uff0c\u8986\u76d6\u6cd5\u5f8b\u3001\u91c7\u8d2d\u3001\u4eba\u529b\u8d44\u6e90\u3001\u9500\u552e\u4e0e\u652f\u4ed8\u7b49\u73af\u8282\u3002\u5c55\u671b\u672a\u6765\uff0c\u516c\u53f8\u9884\u8ba1<\/span><span data-contrast=\"auto\">27<\/span><span data-contrast=\"auto\">\u8d22\u5e74<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\u589e\u901f\u5c06\u52a0\u901f\u81f3<\/span><span data-contrast=\"auto\">8.25%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">8.75%<\/span><span data-contrast=\"auto\">\uff0c\u5e76\u9884\u8ba1<\/span><span data-contrast=\"auto\">IAM<\/span><span data-contrast=\"auto\">\u5360\u603b<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\u6bd4\u91cd\u7ea6\u4e3a<\/span><span data-contrast=\"auto\">18%<\/span><span data-contrast=\"auto\">\uff0c\u5e74\u672b<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\u9884\u8ba1\u8d85\u8fc7<\/span><span data-contrast=\"auto\">6<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u3002\u51ed\u501f\u5e9e\u5927\u7684\u534f\u8bae\u6570\u636e\u96c6\u3001\u6301\u7eed\u589e\u5f3a\u7684<\/span><span data-contrast=\"auto\">AI<\/span><span data-contrast=\"auto\">\u80fd\u529b\u3001\u4e0d\u65ad\u63d0\u5347\u7684\u4f01\u4e1a\u6e17\u900f\u4ee5\u53ca\u66f4\u591a\u5de5\u4f5c\u6d41\u81ea\u52a8\u5316\u673a\u4f1a\uff0c\u516c\u53f8\u6b63\u5728\u628a<\/span><span data-contrast=\"auto\">IAM<\/span><span data-contrast=\"auto\">\u5b9a\u4f4d\u4e3a\u4f01\u4e1a\u201c\u534f\u8bae\u4e2d\u5fc3\u5e73\u53f0\u201d\u3002\u8fd9\u4f7f\u5176\u5728\u4f20\u7edf\u7535\u5b50\u7b7e\u540d\u4e1a\u52a1\u4e4b\u5916\u5177\u5907\u957f\u671f\u589e\u957f\u6f5c\u529b\uff0c\u540c\u65f6\u516c\u53f8\u4e5f\u7ee7\u7eed\u4fdd\u6301\u5f3a\u52b2\u7684\u76c8\u5229\u80fd\u529b\u4e0e\u73b0\u91d1\u521b\u9020\u3002<\/span><b><span data-contrast=\"auto\">2Q27<\/span><\/b><b><span data-contrast=\"auto\">\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/span><\/b><b><span data-contrast=\"auto\">45<\/span><\/b><b><span data-contrast=\"auto\">\u7f8e\u5143\u81f3<\/span><\/b><b><span data-contrast=\"auto\">55<\/span><\/b><b><span data-contrast=\"auto\">\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f<\/span><\/b><b><span data-contrast=\"auto\">\u3002<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Samsara Inc. (IOT)<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"26\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">1Q27\u00a0Revenue:\u00a0<\/span><\/b><span data-contrast=\"auto\">$478.8M<\/span><span data-contrast=\"auto\">,\u00a0+30.55% YoY,\u00a0beat\u00a0estimates\u00a0by\u00a0$23.63M<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"27\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">1Q27\u00a0Non-GAAP\u00a0EPS<\/span><\/b><span data-contrast=\"auto\">:\u00a0<\/span><span data-contrast=\"auto\">$0.17, beat estimates by $0.04<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"28\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">2Q27\u00a0Guidance<\/span><\/b><span data-contrast=\"auto\">:\u00a0Expect\u00a0revenue to be between $482M\u00a0and $484M,\u00a0non-GAAP operating margin to be 18%, non-GAAP EPS to be between $0.15 and $0.16, and GAAP\u00a0to be\u00a0profitable for Q2.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"29\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">FY27<\/span><\/b><b><span data-contrast=\"auto\">\u00a0Guidance:<\/span><\/b><span data-contrast=\"auto\">\u00a0Expect\u00a0revenue to be between $2.005B\u00a0and $2.013B,\u00a0non-GAAP operating margin to be 20%, non-GAAP EPS to be between $0.70 and $0.72,\u00a0and\u00a0GAAP\u00a0to\u00a0be\u00a0profitable for full year\u00a02027.<\/span><span data-ccp-props=\"{&quot;134233279&quot;:false}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"30\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Comment:\u00a0<\/span><\/b><span data-contrast=\"auto\">Samsara reported a strong start to FY27, with annual recurring revenue (ARR) approaching US$2.0bn, up 30% YoY, and revenue rising 31% YoY to US$479mn, while achieving its third consecutive quarter of GAAP profitability. Growth was driven by strong enterprise adoption, with ARR from customers spending over US$100,000 annually increasing 37% YoY to US$1.2bn and ARR from customers spending over US$1mn growing 62% YoY. The company continued to benefit from rising demand across infrastructure, construction, transportation, utilities and public sector customers, while emerging products such as Connected Asset Maintenance, AI-powered safety solutions, Waste Intelligence, and Ground Intelligence contributed more than 20% of net new contract value for a second consecutive quarter. Looking ahead, management expects FY27 revenue of US$2.01bn and continued GAAP profitability, supported by accelerating adoption of AI and IoT solutions across asset-heavy industries, growing penetration of large enterprise customers, increasing multi-product adoption, and long-term tailwinds from global infrastructure investment and the digitisation of physical operations.\u00a0<\/span><b><span data-contrast=\"auto\">2Q27\u00a0recommended trading range: $32\u00a0to $40. Neutral Outlook.<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Samsara\u00a0Inc.\uff08IOT<\/span><\/b><b><span data-contrast=\"auto\">)<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"25\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/span><\/b><span data-contrast=\"auto\">4.788<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4<\/span><span data-contrast=\"auto\">+30.55%<\/span><span data-contrast=\"auto\">\uff0c\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">2363<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"26\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6<\/span><\/b><b><span data-contrast=\"auto\">Non-GAAP<\/span><\/b><b><span data-contrast=\"auto\">\u6bcf\u80a1\u6536\u76ca\uff1a<\/span><\/b><span data-contrast=\"auto\">0.17<\/span><span data-contrast=\"auto\">\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f<\/span><span data-contrast=\"auto\">0.04<\/span><span data-contrast=\"auto\">\u7f8e\u5143<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"27\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u9884\u8ba1\u8425\u6536\u5728<\/span><span data-contrast=\"auto\">4.82<\/span><span data-contrast=\"auto\">\u4ebf\u81f3<\/span><span data-contrast=\"auto\">4.84<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff1b\u9884\u8ba1<\/span><span data-contrast=\"auto\">Non-GAAP<\/span><span data-contrast=\"auto\">\u7ecf\u8425\u5229\u6da6\u7387\u4e3a<\/span><span data-contrast=\"auto\">18%<\/span><span data-contrast=\"auto\">\uff1b\u9884\u8ba1<\/span><span data-contrast=\"auto\">Non-GAAP<\/span><span data-contrast=\"auto\">\u6bcf\u80a1\u6536\u76ca\u5728<\/span><span data-contrast=\"auto\">0.15<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">0.16<\/span><span data-contrast=\"auto\">\u7f8e\u5143\u4e4b\u95f4\uff1b\u5e76\u9884\u8ba1<\/span><span data-contrast=\"auto\">2Q<\/span><span data-contrast=\"auto\">\u7684<\/span><span data-contrast=\"auto\">GAAP<\/span><span data-contrast=\"auto\">\u53e3\u5f84\u5c06\u5b9e\u73b0\u76c8\u5229\u3002<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"28\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">27<\/span><\/b><b><span data-contrast=\"auto\">\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/span><\/b><span data-contrast=\"auto\">\u9884\u8ba1\u8425\u6536\u5728<\/span><span data-contrast=\"auto\">20.05<\/span><span data-contrast=\"auto\">\u4ebf\u81f3<\/span><span data-contrast=\"auto\">20.13<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff1b\u9884\u8ba1<\/span><span data-contrast=\"auto\">Non-GAAP<\/span><span data-contrast=\"auto\">\u7ecf\u8425\u5229\u6da6\u7387\u4e3a<\/span><span data-contrast=\"auto\">20%<\/span><span data-contrast=\"auto\">\uff1b\u9884\u8ba1<\/span><span data-contrast=\"auto\">Non-GAAP<\/span><span data-contrast=\"auto\">\u6bcf\u80a1\u6536\u76ca\u5728<\/span><span data-contrast=\"auto\">0.70<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">0.72<\/span><span data-contrast=\"auto\">\u7f8e\u5143\u4e4b\u95f4\uff1b\u5e76\u9884\u8ba1<\/span><span data-contrast=\"auto\">27<\/span><span data-contrast=\"auto\">\u8d22\u5e74\u5168\u5e74<\/span><span data-contrast=\"auto\">GAAP<\/span><span data-contrast=\"auto\">\u53e3\u5f84\u5c06\u5b9e\u73b0\u76c8\u5229\u3002<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"29\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">\u77ed\u8bc4\uff1a<\/span><\/b><span data-contrast=\"auto\">Samsara<\/span><span data-contrast=\"auto\">\u4ee5\u5f3a\u52b2\u7684\u65b9\u5f0f\u5f00\u542f<\/span><span data-contrast=\"auto\">27<\/span><span data-contrast=\"auto\">\u8d22\u5e74\uff1a\u5e74\u5ea6\u7ecf\u5e38\u6027\u6536\u5165\uff08<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\uff09\u63a5\u8fd1<\/span><span data-contrast=\"auto\">20<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">30%<\/span><span data-contrast=\"auto\">\uff1b\u8425\u6536\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">31%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">4.79<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u5e76\u5b9e\u73b0\u8fde\u7eed\u7b2c\u4e09\u4e2a\u5b63\u5ea6\u7684<\/span><span data-contrast=\"auto\">GAAP<\/span><span data-contrast=\"auto\">\u76c8\u5229\u3002\u589e\u957f\u4e3b\u8981\u7531\u4f01\u4e1a\u7aef\u91c7\u7528\u63a8\u52a8\uff1a\u6765\u81ea\u5e74\u652f\u51fa\u8d85\u8fc7<\/span><span data-contrast=\"auto\">10<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\u5ba2\u6237\u7684<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">37%<\/span><span data-contrast=\"auto\">\u81f3<\/span><span data-contrast=\"auto\">12<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff1b\u6765\u81ea\u5e74\u652f\u51fa\u8d85\u8fc7<\/span><span data-contrast=\"auto\">100<\/span><span data-contrast=\"auto\">\u4e07\u7f8e\u5143\u5ba2\u6237\u7684<\/span><span data-contrast=\"auto\">ARR<\/span><span data-contrast=\"auto\">\u540c\u6bd4\u589e\u957f<\/span><span data-contrast=\"auto\">62%\u3002<\/span><span data-contrast=\"auto\">\u8be5\u516c\u53f8\u7ee7\u7eed\u53d7\u76ca\u4e8e\u57fa\u7840\u8bbe\u65bd\u3001\u5efa\u7b51\u3001\u4ea4\u901a\u8fd0\u8f93\u3001\u516c\u7528\u4e8b\u4e1a\u548c\u516c\u5171\u90e8\u95e8\u5ba2\u6237\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\uff0c\u800c\u4e92\u8054\u8d44\u4ea7\u7ef4\u62a4\u3001\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5b89\u5168\u89e3\u51b3\u65b9\u6848\u3001\u5e9f\u7269\u667a\u80fd\u548c\u5730\u9762\u667a\u80fd\u7b49\u65b0\u5174\u4ea7\u54c1\u8fde\u7eed\u7b2c\u4e8c\u4e2a\u5b63\u5ea6\u8d21\u732e\u4e86\u8d85\u8fc7 20%\u00a0\u7684\u51c0\u65b0\u5408\u540c\u4ef7\u503c\u3002\u5c55\u671b\u672a\u6765\uff0c\u7ba1\u7406\u5c42\u9884\u8ba1<\/span><span data-contrast=\"auto\">27<\/span><span data-contrast=\"auto\">\u8d22\u5e74\u8425\u6536\u7ea6\u4e3a<\/span><span data-contrast=\"auto\">20.1<\/span><span data-contrast=\"auto\">\u4ebf\u7f8e\u5143\uff0c\u5e76\u5c06\u7ee7\u7eed\u4fdd\u6301<\/span><span data-contrast=\"auto\">GAAP<\/span><span data-contrast=\"auto\">\u76c8\u5229\uff1b\u652f\u6491\u56e0\u7d20\u5305\u62ec\uff1a<\/span><span data-contrast=\"auto\">AI<\/span><span data-contrast=\"auto\">\u4e0e<\/span><span data-contrast=\"auto\">IoT<\/span><span data-contrast=\"auto\">\u89e3\u51b3\u65b9\u6848\u5728\u8d44\u4ea7\u5bc6\u96c6\u578b\u884c\u4e1a\u7684\u91c7\u7528\u52a0\u901f\u3001\u5927\u578b\u4f01\u4e1a\u5ba2\u6237\u6e17\u900f\u7387\u63d0\u5347\u3001\u591a\u4ea7\u54c1\u91c7\u7528\u589e\u52a0\uff0c\u4ee5\u53ca\u6765\u81ea\u5168\u7403\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u4e0e\u5b9e\u4f53\u8fd0\u8425\u6570\u5b57\u5316\u7684\u957f\u671f\u987a\u98ce\u3002<\/span><b><span data-contrast=\"auto\">2Q27<\/span><\/b><b><span data-contrast=\"auto\">\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/span><\/b><b><span data-contrast=\"auto\">32<\/span><\/b><b><span data-contrast=\"auto\">\u7f8e\u5143\u81f3<\/span><\/b><b><span data-contrast=\"auto\">40<\/span><\/b><b><span data-contrast=\"auto\">\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f<\/span><\/b><b><span data-contrast=\"auto\">\u3002<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-143500b elementor-widget elementor-widget-text-editor\" data-id=\"143500b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\n<div class=\"wp-block-uagb-image uagb-block-62b24b08 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\">\n<figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/www.whatsapp.com\/channel\/0029VayhkxMChq6JN6qO8x0B\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"uag-image-69995\" title=\"1\" role=\"img\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png\" sizes=\"(max-width: 480px) 150px\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 360w\" alt=\"\" width=\"760\" height=\"208\" \/><\/a><\/figure>\n<\/div>\n\n<div class=\"wp-block-uagb-image uagb-block-82e9f322 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\">\n<figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/t.me\/kgisg\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"uag-image-69996\" title=\"2\" role=\"img\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png\" sizes=\"(max-width: 480px) 150px\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 360w\" alt=\"\" width=\"760\" height=\"208\" \/><\/a><\/figure>\n<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>TECHNICAL ANALYSIS UNITED\u00a0STATES | SINGAPORE | HONG KONG | EARNINGS United States Optical Cable Corporation. (OCC US) Shares closed\u00a0on\u00a0the\u00a05dEMA\u00a0with elevated volume for the\u00a0week.\u00a0\u00a0 Both RSI and MACD are constructive.\u00a0 Long \u2013 Entry\u00a013,\u00a0Target\u00a015,\u00a0Stop\u00a012\u00a0 Ideal Power, Inc. (IPWR US)\u00a0 Shares\u00a0right below\u00a0the 5dEMA.\u00a0\u00a0 Both RSI and MACD are constructive.\u00a0 Long \u2013 Entry\u00a07,\u00a0Target\u00a09,\u00a0Stop\u00a06\u00a0 ^ Back To Top Singapore Grand [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-90142","post","type-post","status-publish","format-standard","hentry","category-technical-analysis"],"aioseo_notices":[],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Enya Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/"},"uagb_comment_info":0,"uagb_excerpt":"TECHNICAL ANALYSIS UNITED\u00a0STATES | SINGAPORE | HONG KONG | EARNINGS United States Optical Cable Corporation. (OCC US) Shares closed\u00a0on\u00a0the\u00a05dEMA\u00a0with elevated volume for the\u00a0week.\u00a0\u00a0 Both RSI and MACD are constructive.\u00a0 Long \u2013 Entry\u00a013,\u00a0Target\u00a015,\u00a0Stop\u00a012\u00a0 Ideal Power, Inc. (IPWR US)\u00a0 Shares\u00a0right below\u00a0the 5dEMA.\u00a0\u00a0 Both RSI and MACD are constructive.\u00a0 Long \u2013 Entry\u00a07,\u00a0Target\u00a09,\u00a0Stop\u00a06\u00a0 ^ Back To Top Singapore Grand&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/90142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=90142"}],"version-history":[{"count":6,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/90142\/revisions"}],"predecessor-version":[{"id":90208,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/90142\/revisions\/90208"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=90142"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=90142"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=90142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}