US Tech and Real Estate Firms Report Earnings Beats and Investor Position Changes
Applied Digital Corp posted fourth‑quarter revenue that topped Wall Street forecasts, driven by strong demand for AI‑focused data‑center infrastructure. Despite the beat, its shares fell sharply, trading well below analyst price targets.
Chemed Corporation posted second‑quarter earnings that beat expectations, with EPS of $6.06 surpassing forecasts by 7.1% and revenue of $673.3 million, lifting the stock 5.5%.
Bank of America increased its stake in semiconductor maker Analog Devices by 5.2%, bringing its holding to about 2.09% of the company. Meanwhile, Caxton Associates trimmed its position in data‑storage provider NetApp by 98.6%, reducing its stake to 2,093 shares.
ACRES Commercial Realty Corp. reported a second‑quarter GAAP net loss of $12.5 million, or $(1.87) per share, and noted progress on an internalization plan aimed at enhancing shareholder value.
Acadia Realty Trust held its Q2 2026 earnings call, discussing performance and outlook with executives and analysts, underscoring ongoing activity in the U.S. real‑estate sector.
Entities: Acadia Healthcare Company, Inc. · Acadia Realty Trust · Acres Commercial Realty Corp. · Analog Devices, Inc. · Applied Digital · Applied Digital Corp · Chemed Corporation · Churchill Downs · Empire State Realty Trust · John Fesko · Maverick Capital Ltd. · Natera Inc.
Claims
What the coverage asserts, and how well corroborated each claim is across sources.
- [○ 1 SOURCE] Applied Digital reported fourth‑quarter revenue that beat Wall Street estimates due to strong AI data‑center demand. (d712cfd1-f369-400b-b313-3b8aad27d18c)
- [○ 1 SOURCE] Chemed Corporation earned earnings per share of $6.06 in the second quarter, beating estimates by 7.1 % and generating $673.3 million in revenue. (044904e0-0b86-438a-985e-afeb4d74b77e)
- [○ 1 SOURCE] Empire State Realty Trust set fiscal‑year‑2026 earnings‑per‑share guidance at $0.750‑$0.790. (273c6a8b-a3fd-46df-85ee-2e68fc1ff710)
- [○ 1 SOURCE] Churchill Downs reported earnings per share of $3.45 and quarterly revenue of $980 million, meeting analysts' expectations. (14bebf17-cdfe-427d-8cc9-99359ec87b5c)
- [○ 1 SOURCE] Acres Commercial Realty Corp. posted a GAAP net loss of $12.5 million, or $1.87 per share, for the quarter ended June 30, 2026. (13bcdc85-a35c-4356-8ca6-e21bb6219cff)
- [○ 1 SOURCE] Acadia Realty Trust held its Q2 2026 earnings conference call on July 29, 2026. (52217345-c178-4b83-9d16-a5d3a6b178f3)
- [○ 1 SOURCE] John Fesko sold 782 shares of Natera stock at an average price of $260.49 for a total of $203,703 on July 27. (73133317-e178-40cb-9c3a-5002f3d653c1)
- [○ 1 SOURCE] The sale reduced Solomon Moshkevich's ownership of Natera by 0.90%. (68263f24-52ff-4698-8901-13eef8099a95)
- [○ 1 SOURCE] The sale reduced John Fesko's ownership of Natera by 0.42%. (73133317-e178-40cb-9c3a-5002f3d653c1)
- [● 2 SOURCES] The transaction was executed under a Rule 10b5‑1 trading plan to cover tax withholding obligations. (73133317-e178-40cb-9c3a-5002f3d653c1)
- [○ 1 SOURCE] Solomon Moshkevich sold 1,204 shares of Natera stock at an average price of $254.07 for a total of $305,900 on July 28. (68263f24-52ff-4698-8901-13eef8099a95)