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2026-08-08 02:24 • The Motley Fool Positive Axe Cap view: Selective

IRadimed reported Q2 2026 revenue of $20.5 million (up 0.5% YoY) with gross margins compressed to 74% from 78% due to manufacturing inefficiencies during the first production ramp of the new 3870 MRI-compatible pump. The company achieved its manufacturing target of 130-135 units and plans to more than double production to over 300 units in Q3. Strong customer demand drove bookings more than double shipments, with 70% of replacements being quad (4-channel) systems at $110,000+ ASP. Management reaffirmed full-year 2026 guidance of $91-96 million revenue and $2.09-2.24 non-GAAP EPS, expecting margin recovery as manufacturing efficiencies improve.

Axe note: IRadimed shows strong demand with margin pain expected to ease as production scales.

2026-08-07 23:23 • The Motley Fool Positive Axe Cap view: Neutral

QuinStreet (QNST) surged nearly 39% on Friday after reporting strong fiscal Q4 2026 earnings. The company posted $373.9M in revenue (43% YoY growth) and non-GAAP net income of $29M ($0.50 EPS), both exceeding analyst expectations. QuinStreet guided for 2027 revenue of $1.45-$1.55B, significantly above consensus projections, citing strong performance in financial and home services segments.

Axe note: QuinStreet's strong growth impresses US investors, but local impact on JSE and rand is limited.

2026-08-07 23:04 • The Motley Fool Positive Axe Cap view: Selective

Corsair Gaming stock surged 35% after beating Q2 earnings expectations despite a 2% revenue decline. The company reported adjusted net income of $25 million ($0.23 per share) versus analyst estimates of $0.09 per share, driven by improved gross margins reaching a company record of 33%. Strong demand in gaming peripherals offset weakness in gaming components due to high memory pricing. The company issued encouraging full-year guidance of $1.4-1.47 billion in revenue and $0.85-0.94 in adjusted EPS.

Axe note: Corsair Gaming’s margin gains and steady peripheral sales powered a sharp rally despite softer revenue, spotlighting profit over top-line growth.