Earnings News
Quarterly earnings reports, revenue surprises, and EPS results from top companies. Follow earnings season with analyst estimates and post-earnings stock moves.
Oracle's Earnings Test: Unused $20B Buyback Looms as AI Spending Pressures Cash Flow
Oracle's Q1 earnings arrive with a $20B stock program overhang and negative free cash flow from AI data center spending. Analysts watch backlog conversion and share dilution.
Super Micro Gains Despite Insider Sales and $6.8B Cash Burn
Super Micro (SMCI) shares climbed 4.5% despite insider sales and a hefty $6.8 billion operating cash outflow in fiscal 2026.
Credo Rebounds 3.9% but $97M Stock Compensation Looms Over Valuation
Credo shares bounced 3.9% Friday, but the company's hefty stock-based compensation and customer concentration continue to pressure its valuation.
Netflix Slips 5.3% as UK Ad-Tier Price Hike Spurs Investor Concerns
Netflix shares dropped 5.35% after a 33.4% UK price hike on its ad-supported tier, raising questions about subscriber growth and valuation.
Nvidia's Dividend Hike Masks Buyback Dominance
Nvidia's new $0.25 dividend costs $6B quarterly, but buybacks at $19.7B last quarter show where capital return truly lies.
UiPath Shares Tumble 17% as Guidance Lift Masks Tepid H2 Outlook
UiPath shares fell 16.63% on Friday despite a Q2 revenue beat, as the company's full-year guidance raise adds just $244K to the second-half midpoint.
Foxconn August Sales Soar 52% on AI Server Demand
Hon Hai Precision's August revenue surged 52% YoY to NT$921.77 billion, powered by AI server demand. The company sees Q3 beating expectations with a low September bar.
NIO Shares Slide 10% as September Delivery Target Looms Large
NIO shares dropped 10% as investors demand proof that September deliveries can meet guidance, despite strong Q2 revenue growth and a slim adjusted profit.
Trade Desk Shares Slide 4.4% on 15% Job Cuts; Cost Savings Unclear
Trade Desk shares dropped 4.4% after announcing 15% job cuts. Restructuring charges estimated at $39M-$51M, but the company did not disclose expected annual savings.
Lululemon's Tariff Refund Masks Underlying Margin Decline
Lululemon shares fell 17.4% after a tariff refund masked a 360-basis-point gross margin drop. Q3 guidance trails estimates, pressuring the new CEO.
PayPal Slides 3.3% as India Job Cuts Spotlight $400M Savings Drive
PayPal shares dropped 3.3% after confirming 220 India job cuts, part of a $400M savings initiative. The stock closed at $54.96, 9.2% below the abandoned takeover bid.
Micron Surges 6% to $1,016 on Bullish $1,325 Target
Micron shares jumped 6% to $1,016.59 after a $1,325 price target from Lynx Equity Research. The chipmaker's aggressive Q4 guidance of $50B revenue and 86% gross margin will be tested on September 30.