Capital spending is ramping. Our AI answers this from the transcript of every earnings call it reads — 68,640 matches across the full 165,000-call corpus. Below: companies whose most recent call (last ~13 months) matched.
| Ticker | Company | Call | Grade | Guidance | Candor | Evasion |
|---|---|---|---|---|---|---|
| HERE | Here Group | Q4 2026 | 🔒 | none | 6/9 | 3/9 |
| AZO | AutoZone, Inc. | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| HITI | High Tide Inc. | Q3 2026 | 🔒 | raised | 7/9 | 1/9 |
| ALMU | Aeluma | Q4 2026 | 🔒 | none | 6/9 | 4/9 |
| ISPR | Ispire Technology Inc. | Q4 2026 | 🔒 | none | 6/9 | 4/9 |
| RENT | Rent the Runway, Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 3/9 |
| ABAT | Q4 2026 | 🔒 | none | 5/9 | 0/9 | |
| DSGX | The Descartes Systems Group Inc. | Q2 2027 | 🔒 | maintained | 8/9 | 2/9 |
| FEIM | Frequency Electronics, Inc. | Q1 2027 | 🔒 | raised | 7/9 | 3/9 |
| KR | The Kroger Co. | Q2 2026 | 🔒 | lowered | 7/9 | 5/9 |
| LPTH | LightPath Technologies, Inc. | Q4 2026 | 🔒 | none | 7/9 | 3/9 |
| ORCL | Oracle Corporation | Q1 2027 | 🔒 | raised | 7/9 | 2/9 |
| CPRT | Copart, Inc. | Q4 2026 | 🔒 | none | 6/9 | 5/9 |
| AENT | Alliance Entertainment Holding Corporati | Q4 2026 | 🔒 | none | 7/9 | 2/9 |
| ASO | Academy Sports and Outdoors, Inc. | Q2 2027 | 🔒 | raised | 8/9 | 2/9 |
| LAKE | Lakeland Industries, Inc. | Q2 2027 | 🔒 | maintained | 7/9 | 2/9 |
| IBEX | IBEX Limited | Q4 2026 | 🔒 | raised | 7/9 | 1/9 |
| TEN | Tenneco Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| FLWS | 1-800-FLOWERS.COM, Inc. | Q4 2026 | 🔒 | none | 8/9 | 2/9 |
| AVAV | AeroVironment, Inc. | Q1 2027 | 🔒 | maintained | 6/9 | 4/9 |
| LSAK | Lesaka Technologies, Inc. | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| UNFI | United Natural Foods, Inc. | Q4 2026 | 🔒 | raised | 7/9 | 3/9 |
| CPB | Campbell Soup Company | Q4 2026 | 🔒 | lowered | 8/9 | 2/9 |
| CIEN | Ciena Corporation | Q3 2026 | 🔒 | raised | 7/9 | 2/9 |
| SWBI | Smith & Wesson Brands, Inc. | Q1 2027 | 🔒 | maintained | 7/9 | 1/9 |
| PL | Planet Labs PBC | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| WLY | John Wiley & Sons, Inc. | Q1 2027 | 🔒 | maintained | 7/9 | 3/9 |
| ZS | Zscaler, Inc. | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| MAMA | Mama's Creations, Inc. | Q2 2027 | 🔒 | maintained | 7/9 | 2/9 |
| CXM | Sprinklr, Inc. | Q2 2027 | 🔒 | raised | 7/9 | 4/9 |
| AVGO | Broadcom Inc. | Q3 2026 | 🔒 | raised | 7/9 | 2/9 |
| ZGN | Ermenegildo Zegna N.V. | Q2 2026 | 🔒 | maintained | 8/9 | 2/9 |
| CASY | Casey's General Stores, Inc. | Q1 2027 | 🔒 | none | 8/9 | 2/9 |
| KNOP | KNOT Offshore Partners LP | Q2 2026 | 🔒 | raised | 7/9 | 1/9 |
| AGX | Argan, Inc. | Q2 2027 | 🔒 | maintained | 7/9 | 3/9 |
| DAKT | Daktronics, Inc. | Q1 2027 | 🔒 | maintained | 6/9 | 3/9 |
| PPIH | Perma-Pipe | Q2 2027 | 🔒 | maintained | 6/9 | 3/9 |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. | Q2 2027 | 🔒 | lowered | 7/9 | 2/9 |
| DOCU | DocuSign, Inc. | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| REX | REX American Resources Corporation | Q2 2026 | 🔒 | maintained | 6/9 | 2/9 |
| SUNB | Sunbelt Rentals | Q1 2027 | 🔒 | raised | 7/9 | 2/9 |
| CGNT | Cognyte Software Ltd. | Q2 2027 | 🔒 | maintained | 5/9 | 4/9 |
| TTC | The Toro Company | Q3 2026 | 🔒 | raised | 7/9 | 2/9 |
| IOT | Samsara Inc. | Q2 2027 | 🔒 | maintained | 7/9 | 2/9 |
| INNV | InnovAge Holding Corp. | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| FIVE | Five Below, Inc. | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| FCEL | FuelCell Energy, Inc. | Q3 2026 | 🔒 | raised | 7/9 | 2/9 |
| BBCP | Concrete Pumping Holdings, Inc. | Q3 2026 | 🔒 | raised | 7/9 | 1/9 |
| NTSK | Netskope | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| OCC | Optical Cable Corporation | Q3 2026 | 🔒 | maintained | 6/9 | 4/9 |
| MDT | Medtronic plc | Q1 2027 | 🔒 | raised | 6/9 | 2/9 |
| CRDO | Credo Technology Group Holding Ltd | Q1 2027 | 🔒 | maintained | 6/9 | 2/9 |
| WDH | Waterdrop Inc. | Q2 2026 | 🔒 | maintained | 5/9 | 3/9 |
| CANG | Cango Inc. | Q2 2026 | 🔒 | none | 7/9 | 3/9 |
| HAFN | Hafnia Limited | Q2 2026 | 🔒 | none | 7/9 | 1/9 |
| BWLP | BW LPG Limited | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| MZTI | Marzetti | Q4 2026 | 🔒 | maintained | 8/9 | 2/9 |
| SMTC | Semtech Corporation | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| ELMD | Electromed, Inc. | Q4 2026 | 🔒 | raised | 7/9 | 2/9 |
| BMO | Bank of Montreal | Q3 2026 | 🔒 | maintained | 7/9 | 2/9 |
| RZLV | Rezolve AI PLC | Q2 2026 | 🔒 | maintained | 5/9 | 3/9 |
| STRT | Strattec | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| CDLR | Cadeler A/S | Q2 2026 | 🔒 | maintained | 6/9 | 2/9 |
| BNS | The Bank of Nova Scotia | Q3 2026 | 🔒 | maintained | 7/9 | 3/9 |
| MRVL | Marvell Technology, Inc. | Q2 2027 | 🔒 | raised | 6/9 | 4/9 |
| TRMD | TORM plc | Q2 2026 | 🔒 | raised | 7/9 | 1/9 |
| BURL | Burlington Stores, Inc. | Q2 2026 | 🔒 | raised | 8/9 | 2/9 |
| CSIQ | Canadian Solar Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 4/9 |
| PAHC | Phibro Animal Health Corporation | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| P | Pandora Media | Q2 2027 | 🔒 | raised | 7/9 | 3/9 |
| NVDA | NVIDIA Corporation | Q2 2027 | 🔒 | raised | 7/9 | 3/9 |
| TD | The Toronto-Dominion Bank | Q3 2026 | 🔒 | raised | 7/9 | 2/9 |
| GRRR | Gorilla Technology Group Inc. | Q2 2026 | 🔒 | raised | 6/9 | 2/9 |
| GAP | The Gap, Inc. | Q2 2026 | 🔒 | raised | 8/9 | 2/9 |
| IREN | Iris Energy Limited | Q4 2026 | 🔒 | raised | 7/9 | 2/9 |
| BILI | Bilibili Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 2/9 |
| BBW | Build-A-Bear Workshop, Inc. | Q2 2026 | 🔒 | lowered | 8/9 | 2/9 |
| HQY | HealthEquity, Inc. | Q2 2027 | 🔒 | raised | 7/9 | 2/9 |
| RY | Royal Bank of Canada | Q3 2026 | 🔒 | maintained | 7/9 | 3/9 |
| MNSO | MINISO Group Holding Limited | Q2 2026 | 🔒 | lowered | 8/9 | 3/9 |
| BJ | BJ's Wholesale Club Holdings, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| BABA | Alibaba Group Holding Limited | Q1 2027 | 🔒 | raised | 7/9 | 2/9 |
| HOV | Hovnanian Enterprises, Inc. | Q3 2026 | 🔒 | maintained | 8/9 | 2/9 |
| ROST | Ross Stores, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 3/9 |
| CM | Canadian Imperial Bank of Commerce | Q3 2026 | 🔒 | maintained | 7/9 | 2/9 |
| WMT | Walmart Inc. | Q2 2027 | 🔒 | raised | 8/9 | 2/9 |
| TGT | Target Corporation | Q2 2026 | 🔒 | raised | 8/9 | 2/9 |
| PLAB | Photronics, Inc. | Q3 2026 | 🔒 | maintained | 6/9 | 4/9 |
| SFL | SFL Corporation Ltd. | Q2 2026 | 🔒 | none | 7/9 | 1/9 |
| JBSS | John B. Sanfilippo & Son, Inc. | Q4 2026 | 🔒 | none | 7/9 | 2/9 |
| VIK | Viking Holdings Ltd | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| DCI | Donaldson Company, Inc. | Q4 2026 | 🔒 | raised | 7/9 | 2/9 |
| SJM | The J. M. Smucker Company | Q1 2027 | 🔒 | raised | 7/9 | 2/9 |
| DVLT | DataVault AI | Q2 2026 | 🔒 | maintained | 3/9 | 6/9 |
| TJX | The TJX Companies, Inc. | Q2 2027 | 🔒 | raised | 8/9 | 5/9 |
| ZH | Zhihu Inc. | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| TOL | Toll Brothers, Inc. | Q3 2026 | 🔒 | raised | 7/9 | 2/9 |
| PONY | Pony AI | Q2 2026 | 🔒 | raised | 6/9 | 2/9 |
| AS | Amer Sports, Inc. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| CAAP | Corporación América Airports S.A. | Q2 2026 | 🔒 | maintained | 7/9 | 4/9 |
| RNW | ReNew Energy Global Plc | Q1 2027 | 🔒 | maintained | 7/9 | 3/9 |
| GFI | Gold Fields Limited | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| VNET | VNET Group, Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 3/9 |
| ELTK | Eltek Ltd. | Q2 2026 | 🔒 | none | 7/9 | 4/9 |
| LZB | La-Z-Boy Incorporated | Q1 2027 | 🔒 | maintained | 7/9 | 2/9 |
| XP | XP Inc. | Q2 2026 | 🔒 | maintained | 8/9 | 2/9 |
| NMM | Navios Maritime Partners L.P. | Q2 2026 | 🔒 | maintained | 6/9 | 2/9 |
| PDD | Pinduoduo Inc. | Q2 2026 | 🔒 | none | 6/9 | 6/9 |
| FN | Fabrinet | Q4 2026 | 🔒 | raised | 7/9 | 4/9 |
| BRFH | Barfresh Food Group, Inc. | Q2 2026 | 🔒 | lowered | 8/9 | 2/9 |
| STRR | Star Equity Holdings, Inc. | Q2 2026 | 🔒 | none | 8/9 | 2/9 |
| BKE | The Buckle, Inc. | Q2 2026 | 🔒 | none | 7/9 | 3/9 |
| RLX | RLX Technology Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 3/9 |
| RDI | Reading International, Inc. | Q2 2026 | 🔒 | none | 7/9 | 2/9 |
| MSGM | Motorsport Games Inc. | Q2 2026 | 🔒 | none | 7/9 | 2/9 |
| TWIN | Twin Disc, Incorporated | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| XE | X-Energy | Q2 2026 | 🔒 | none | 6/9 | 6/9 |
| BN | Brookfield Corporation | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| TPR | Tapestry, Inc. | Q4 2026 | 🔒 | maintained | 7/9 | 2/9 |
| NOA | North American Construction Group Ltd. | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| EVTL | Vertical Aerospace Ltd. | Q2 2026 | 🔒 | lowered | 7/9 | 2/9 |
| KULR | KULR Technology Group, Inc. | Q2 2026 | 🔒 | none | 8/9 | 0/9 |
| FRMI | Fermi | Q2 2026 | 🔒 | none | 5/9 | 4/9 |
| GLNG | Golar LNG Limited | Q2 2026 | 🔒 | raised | 7/9 | 2/9 |
| BIRK | Birkenstock | Q3 2026 | 🔒 | raised | 7/9 | 2/9 |
| AIT | Applied Industrial Technologies, Inc. | Q4 2026 | 🔒 | raised | 7/9 | 2/9 |
| HAWK | Blackhawk Network Holdings | Q2 2026 | 🔒 | none | 7/9 | 2/9 |
| ELMT | Elmet | Q2 2026 | 🔒 | none | 7/9 | 2/9 |
| PSFE | Paysafe Limited | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| YSS | York Space Systems | Q2 2026 | 🔒 | lowered | 7/9 | 4/9 |
| JCAP | Jernigan Capital's | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| NMAX | Newsmax | Q2 2026 | 🔒 | maintained | 6/9 | 3/9 |
| HIT | Health In Tech, Inc. | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| INV | Innventure | Q2 2026 | 🔒 | withdrawn | 8/9 | 3/9 |
| AIRJ | AirJoule | Q2 2026 | 🔒 | raised | 6/9 | 2/9 |
| TSSI | TSS, Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 3/9 |
| CAPR | Capricor Therapeutics, Inc. | Q2 2026 | 🔒 | none | 6/9 | 7/9 |
| CBUS | Cibus, Inc. | Q2 2026 | 🔒 | lowered | 7/9 | 2/9 |
| ONDS | Ondas Holdings Inc. | Q2 2026 | 🔒 | raised | 6/9 | 3/9 |
| LNSR | LENSAR, Inc. | Q2 2026 | 🔒 | none | 7/9 | 2/9 |
| ICCC | ImmuCell Corporation | Q2 2026 | 🔒 | none | 8/9 | 1/9 |
| TPCS | TechPrecision Corporation | Q1 2027 | 🔒 | maintained | 7/9 | 2/9 |
| NU | Nu Holdings Ltd. | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| AFYA | Afya Limited | Q2 2026 | 🔒 | maintained | 7/9 | 2/9 |
| CWD | CaliberCos Inc. | Q2 2026 | 🔒 | maintained | 5/9 | 3/9 |
| BZAI | Blaize | Q2 2026 | 🔒 | lowered | 7/9 | 3/9 |
| PED | PEDEVCO | Q2 2026 | 🔒 | maintained | 7/9 | 1/9 |
| DQ | Daqo New Energy Corp. | Q2 2026 | 🔒 | maintained | 7/9 | 3/9 |
| LUNR | Intuitive Machines, Inc. | Q2 2026 | 🔒 | maintained | 6/9 | 2/9 |
| TSAT | Telesat Corporation | Q2 2026 | 🔒 | raised | 6/9 | 6/9 |