Earnings News

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

ASML Lifts 2026 Outlook, Q4 Revenue Seen at €13-16 Billion
Earnings James Calloway

ASML Lifts 2026 Outlook, Q4 Revenue Seen at €13-16 Billion

ASML raised its 2026 revenue guidance, implying record Q4 sales of €12.9-15.9 billion. Service and upgrade revenue surged 32%, boosting margins.

ASML TSM MU
Tower Semiconductor Surges 11% on Japan Expansion and Upgraded 2028 Profit Outlook
Earnings James Calloway

Tower Semiconductor Surges 11% on Japan Expansion and Upgraded 2028 Profit Outlook

Tower Semiconductor closed up 11.24% after unveiling a $1 billion Japan expansion and a 60% boost in its 2028 net profit target to $1.2 billion.

TSEM TSM MU NVDA IBKR
Earnings Quality Drives 34-Point Market Swing; Five Stocks in Focus
Earnings James Calloway

Earnings Quality Drives 34-Point Market Swing; Five Stocks in Focus

A 34.2-point performance gap emerged among top stocks as investors focused on earnings quality over simple beats. IBM, Goldman Sachs, and major banks are under scrutiny.

IBM GS C WFC JPM BAC
Bank Stocks Split on Guidance as Earnings Beats Fail to Unite Investors
Earnings James Calloway

Bank Stocks Split on Guidance as Earnings Beats Fail to Unite Investors

Goldman Sachs surged 9% after a 44.9% earnings surprise, while Citigroup fell 5.3% despite a 15% beat. JPMorgan rose 2.5% on a raised outlook, but Wells Fargo slipped 2.7% with steady forecasts.

GS C JPM WFC
Aehr Test Systems Soars on Record Orders, Backlog Covers Up to 77% of FY2027 Target
Earnings James Calloway

Aehr Test Systems Soars on Record Orders, Backlog Covers Up to 77% of FY2027 Target

Aehr Test Systems (AEHR) shares jumped 5.9% on Tuesday and surged 27% after hours on record orders and a $100.6M backlog, covering 67%-77% of its fiscal 2027 revenue target.

AEHR
SemiLEDs Shares Leap 47% on Equipment Resale Boost, LED Sales Show Progress
Earnings James Calloway

SemiLEDs Shares Leap 47% on Equipment Resale Boost, LED Sales Show Progress

SemiLEDs shares jumped 47% after equipment resales accounted for 94% of gross profit in Q3, while LED sales improved. Revenue surged to $9M, but customer concentration and going-concern risks remain.

LEDS
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