Earnings News

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

Palantir's $400B Valuation Nears as Earnings Test Looms on Aug 3
Earnings James Calloway

Palantir's $400B Valuation Nears as Earnings Test Looms on Aug 3

Palantir (PLTR) rises 2.6% as market cap nears $400B ahead of Aug 3 earnings. Revenue, margin, and dilution will test its premium AI valuation.

PLTR SNOW NOW
Pfizer's 7% Dividend Yield Attracts Income Seekers Amid Market Turmoil
Earnings James Calloway

Pfizer's 7% Dividend Yield Attracts Income Seekers Amid Market Turmoil

Pfizer (PFE) added 1.28% in post-market trading Monday, outperforming the broader market as investors rotated into defensive stocks amid geopolitical tensions and a tech selloff.

PFE MRK JNJ BMO HSBC
JPMorgan Earnings: $35 Billion Market Move at Stake; Citi Boosts Buyback
Earnings James Calloway

JPMorgan Earnings: $35 Billion Market Move at Stake; Citi Boosts Buyback

JPMorgan options price a 3.77% swing, equating to $35 billion in market value. Citi ups buyback target as both banks prepare to report earnings.

JPM C GS
UnitedHealth Stock at $429: Earnings Test Looms as Investors Eye $25 EPS Target
Earnings James Calloway

UnitedHealth Stock at $429: Earnings Test Looms as Investors Eye $25 EPS Target

UnitedHealth stock trades up ahead of Q2 earnings, with the market pricing in a long-term EPS target of $25 by 2028. Analysts watch for margin improvements and Optum recovery.

UNH ELV CVS
Alibaba AI Rally Faces Crucial Cloud Revenue Test
Earnings James Calloway

Alibaba AI Rally Faces Crucial Cloud Revenue Test

Alibaba (BABA) stock advanced 0.9% Monday, extending a 15% AI-fueled rally. The focus now shifts to cloud computing growth, which BofA expects to contribute 69% of revenue increase in the June quarter.

BABA JD BIDU
IBM's AI Strategy Faces Valuation Test as Software Growth Must Outpace Consulting
Earnings James Calloway

IBM's AI Strategy Faces Valuation Test as Software Growth Must Outpace Consulting

IBM stock trades at 22x forward earnings, similar to Nvidia's multiple. Analysts look to Q2 results for proof that software growth can outpace consulting to justify the valuation.

IBM NVDA ORCL ACN BAC
Netflix Q2 Preview: $8.1B H2 Profit Target Sparks Investor Scrutiny
Earnings James Calloway

Netflix Q2 Preview: $8.1B H2 Profit Target Sparks Investor Scrutiny

Netflix heads into Q2 earnings with an $8.1 billion second-half profit target, a 30% year-over-year jump. Investors will scrutinize margins, ad revenue, and engagement data.

NFLX GOOGL DIS
TSMC Q2 revenue beats estimates, but $83B H2 test looms
Earnings James Calloway

TSMC Q2 revenue beats estimates, but $83B H2 test looms

TSMC's Q2 revenue hit NT$1.27 trillion, up 36% YoY, but investors eye the $83.2 billion H2 target needed to sustain 30% growth.

TSM NVDA INTC SSNLF
ASML's Upcoming Earnings Could Trigger a Market Swing Larger Than Its Annual Revenue
Earnings James Calloway

ASML's Upcoming Earnings Could Trigger a Market Swing Larger Than Its Annual Revenue

ASML's upcoming earnings report could trigger a 7% stock swing, representing a market cap change of about €42 billion, surpassing its annual revenue guidance.

ASML AMAT LRCX
Bank and Chip Earnings Test Wall Street's AI-Led Rally
Earnings James Calloway

Bank and Chip Earnings Test Wall Street's AI-Led Rally

Wall Street's next move depends on whether earnings growth can broaden beyond AI. Bank and semiconductor results this week will be the key test.

C JPM GS ASML TSM NFLX
Snap Underperforms Nasdaq as Ad Revenue Stalls; Subscriptions Fail to Offset Weakness
Earnings James Calloway

Snap Underperforms Nasdaq as Ad Revenue Stalls; Subscriptions Fail to Offset Weakness

Snap Inc. (SNAP) ended the week at $4.68, down 3.3%, trailing the Nasdaq's 1.7% gain. Sluggish ad sales and a shrinking North American user base overshadowed subscription growth.

SNAP META PINS WFC GS USB
Bank Earnings, TSMC, and Netflix to Test Market's Profit Outlook
Earnings James Calloway

Bank Earnings, TSMC, and Netflix to Test Market's Profit Outlook

This week's earnings from major banks, TSMC, and Netflix will test whether profit growth can broaden beyond tech and energy without exposing credit weakness.

JPM BAC C WFC GS TSM ASML NFLX UNH JNJ BLK GE