Earnings News

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

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
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