Earnings News

Quarterly earnings reports, revenue surprises, and EPS results from top companies. Follow earnings season with analyst estimates and post-earnings stock moves.

Intuitive Surgical Dips After Q2 Beat, Soft H2 Outlook Weighs
Earnings James Calloway

Intuitive Surgical Dips After Q2 Beat, Soft H2 Outlook Weighs

Intuitive Surgical (ISRG) shares dropped over 10% in after-hours trading despite a Q2 earnings beat, as the company's steady 2026 procedure guidance suggests a slowdown in the second half.

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Morgan Stanley Shares Slump Despite Record Wealth Inflows, IPO Conversion Lags
Earnings James Calloway

Morgan Stanley Shares Slump Despite Record Wealth Inflows, IPO Conversion Lags

Morgan Stanley shares dropped 4.45% despite record Q2 earnings, as IPO-related wealth inflows of $148.1 billion saw only 26.4% convert to fee-based assets, sparking investor scrutiny.

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Citi shares sink as weak H2 return outlook overshadows strong Q2
Earnings James Calloway

Citi shares sink as weak H2 return outlook overshadows strong Q2

Citigroup shares dropped 2% after full-year RoTCE guidance signaled a weaker second half, despite a strong Q2 earnings beat.

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Microsoft Defies Nasdaq Slump as AI Strategy Shields Stock
Earnings James Calloway

Microsoft Defies Nasdaq Slump as AI Strategy Shields Stock

Microsoft shares rose 1.8% on Thursday, extending gains to 4.6% over two sessions and adding $132 billion in market value, as the stock outperformed a falling Nasdaq.

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Humana Stock Slides 3.6% as High Valuation Meets Earnings Reality Check
Earnings James Calloway

Humana Stock Slides 3.6% as High Valuation Meets Earnings Reality Check

Humana shares dropped 3.6% on Thursday, giving back an initial 4.1% rise, as investors reassess the stock's premium valuation ahead of its July 29 earnings report.

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J.B. Hunt Surges 6.6% as Intermodal Drives 89% of Income Growth
Earnings James Calloway

J.B. Hunt Surges 6.6% as Intermodal Drives 89% of Income Growth

J.B. Hunt shares rose 6.6% as intermodal contributed 89% of operating-income growth, with management eyeing pricing as the next margin lever.

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JPMorgan's Guidance Update Tests Premium Valuation Amid Balanced Outlook
Earnings James Calloway

JPMorgan's Guidance Update Tests Premium Valuation Amid Balanced Outlook

JPMorgan Chase raised its 2026 interest-income and expense forecasts by $2.5B each, leaving net earnings unchanged. The stock's premium valuation hinges on revenue outpacing costs.

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ASML Shares Edge Up as Q4 Revenue Guidance Points to €14.4B
Earnings James Calloway

ASML Shares Edge Up as Q4 Revenue Guidance Points to €14.4B

ASML shares edged up 0.3% as the company raised its 2026 sales guidance to €43-45 billion, implying Q4 revenue of €14.4 billion, beating analyst expectations.

ASML TSM NVDA AMAT
BlackRock Gains as Active Strategies Drive Fee Revenue Growth
Earnings James Calloway

BlackRock Gains as Active Strategies Drive Fee Revenue Growth

BlackRock shares rose 1.1% as active strategies, 24% of AUM, drove 42% of base-fee and lending revenue, highlighting fee growth over asset records.

BLK
Seagate Stock Slides 6.5% Ahead of Q4 Earnings Report
Earnings James Calloway

Seagate Stock Slides 6.5% Ahead of Q4 Earnings Report

Seagate shares dropped 6.5% to $774.19 in early Nasdaq trading as the market looks ahead to its fiscal Q4 earnings release on July 28.

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Netflix Ad Revenue Forecasts Surge 10% Above Guidance, Driving Growth
Earnings James Calloway

Netflix Ad Revenue Forecasts Surge 10% Above Guidance, Driving Growth

Netflix shares edged down 0.3% as early analyst estimates for 2026 ad revenue hit $3.3 billion, exceeding the company's $3 billion target by 10%.

NFLX
Walmart's AI Integration Yields $706 Million Margin Boost
Earnings James Calloway

Walmart's AI Integration Yields $706 Million Margin Boost

Walmart Inc. (NASDAQ: WMT) said a 0.1-point margin increase from AI added $706 million. The retailer is pushing AI to boost margins and fill 200,000 jobs.

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