WS #9014

From 500 msgs · 20 key-dev

No material new developments in the last 30 minutes. The dominant tech-to-value rotation narrative remains stable with no counter-signals or de-escalation events. All key developments from the previous synthesis are unchanged and ongoing.

Key developments

  • Lululemon slashes FY26 guidance, shares fall 7%+ after hours
  • Trump escalates Iran rhetoric: no meeting with Supreme Leader, does not need deal for enriched uranium
  • Samsara reports ~$2B ARR, up 30% YoY; beats Q1 estimates
  • Rubrik beats Q1 estimates: Non-GAAP EPS $0.16 vs est. -$0.03, revenue $387M vs est. $366M
  • Guidewire Software beats Q3 estimates: Non-GAAP EPS $0.82 vs est. $0.74, revenue $372.5M vs est. $356M
  • Argan beats Q2 estimates: GAAP EPS $3.24 vs est. $2.22, revenue $290.9M vs est. $256M
  • ServiceTitan beats Q1 estimates: Non-GAAP EPS $0.37 vs est. $0.28, revenue $268.8M vs est. $256.7M; raises FY27 sales guidance
  • CooperCompanies beats Q2 estimates: Non-GAAP EPS $1.21 vs est. $1.10, revenue $1.082B vs est. $1.054B; reaffirms long-term FCF target