Earnings News

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

Morgan Stanley Stock Holds Above Key Level Ahead of Q2 Earnings
Earnings James Calloway

Morgan Stanley Stock Holds Above Key Level Ahead of Q2 Earnings

Morgan Stanley shares closed at $227.67, up 2.98%, ahead of Q2 earnings. Analysts expect $19.7B revenue and $2.93 EPS, with focus on wealth management and capital markets.

MS GS JPM UBS
Microsoft's $40B Capex Test: Can AI Revenue Catch Up?
Earnings James Calloway

Microsoft's $40B Capex Test: Can AI Revenue Catch Up?

Microsoft heads toward July 29 earnings with bulls eyeing a valuation discount and a potential bounce, but the key question is how quickly AI demand converts to cash flow versus heavy spending.

MSFT AMZN GOOGL
Intuitive Surgical Drops 6% After HCA Surgery Data Raises Q2 Concerns
Earnings James Calloway

Intuitive Surgical Drops 6% After HCA Surgery Data Raises Q2 Concerns

Intuitive Surgical shares dropped 6% following HCA Healthcare's Q2 surgery volume decline, intensifying scrutiny ahead of its own earnings report.

ISRG HCA SYK MDT
Opendoor Stock Trades 70% Above KBW Target as Q2 Margins Tighten
Earnings James Calloway

Opendoor Stock Trades 70% Above KBW Target as Q2 Margins Tighten

Opendoor stock is 70% above KBW's $2.65 target, with Q2 contribution margin midpoint implying a $9 million shortfall to breakeven. Shares fell 15% from July 9 highs.

OPEN
Vision Marine Shares Surge on Heavy Volume Amid Revenue Growth and Margin Concerns
Earnings James Calloway

Vision Marine Shares Surge on Heavy Volume Amid Revenue Growth and Margin Concerns

Vision Marine Technologies (VMAR) saw its stock surge 7.8% on record volume after filing quarterly results showing revenue growth but margin compression and a going-concern warning.

VMAR
SoFi Stock Rebounds as Second Half Margin Targets Come into Focus
Earnings James Calloway

SoFi Stock Rebounds as Second Half Margin Targets Come into Focus

SoFi shares rose 2.6% in after-hours trading following cooler U.S. inflation data. The company's 2026 profit goals hinge on a sharp margin improvement in the second half of the year.

SOFI GS HOOD UPST
Nokia Faces Steep Profit Climb as Ericsson Flags AI-Driven Cost Pressures
Earnings James Calloway

Nokia Faces Steep Profit Climb as Ericsson Flags AI-Driven Cost Pressures

Nokia shares fell 2.5% after Ericsson flagged AI-driven cost inflation. With 72.4% of Nokia's 2026 profit expected in H2, investors are focused on margins.

Goldman Sachs Q2 Earnings Beat Sends P/E Lower, Premium on Book Value Widens
Earnings James Calloway

Goldman Sachs Q2 Earnings Beat Sends P/E Lower, Premium on Book Value Widens

Goldman Sachs posted record Q2 earnings, with EPS of $20.98, beating estimates by 45%. The trailing P/E fell to 16.8, but the stock's premium to tangible book value expanded.

GS JPM BAC
Wells Fargo Q2 Beats Estimates as Corporate and Investment Banking Drive Growth
Earnings James Calloway

Wells Fargo Q2 Beats Estimates as Corporate and Investment Banking Drive Growth

Wells Fargo (WFC) reported Q2 earnings of $2.00 per share, beating estimates. Revenue rose 9% to $22.6B, driven by corporate and investment banking.

WFC JPM
IBM's Q2 Miss Highlights Cost of AI Hardware Surge
Earnings James Calloway

IBM's Q2 Miss Highlights Cost of AI Hardware Surge

IBM's Q2 preliminary results missed forecasts, with revenue of $17.2 billion and adjusted EPS of $2.93 falling short, as AI hardware demand diverted spending from software.

IBM
Bank of America Q2 Earnings: Market-Linked Units Fuel 63% of Revenue Surge
Earnings James Calloway

Bank of America Q2 Earnings: Market-Linked Units Fuel 63% of Revenue Surge

Bank of America's Q2 profit jumped 27%, but 63% of revenue growth came from market-sensitive businesses, raising questions about sustainability.

BAC JPM GS
BP Shares Surge on $4.2B Earnings Boost and Debt Reduction
Earnings James Calloway

BP Shares Surge on $4.2B Earnings Boost and Debt Reduction

BP shares jumped nearly 3% in London after Q2 update flagged $3.5B-$4.2B sequential earnings boost from higher oil prices and refining margins, while net debt fell by up to $3.3B.

BP