Earnings News

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

Campbell's Shares Tumble 10% on Dividend Cut and Weak Outlook
Earnings James Calloway

Campbell's Shares Tumble 10% on Dividend Cut and Weak Outlook

Campbell's shares fell 10% after the company reduced its dividend by 36% to $0.25 per quarter, retaining about $167 million annually. The company also issued weak fiscal 2027 guidance.

CPB
Victoria's Secret Shares Slide as Tariff Refund Masks Mixed Quarter
Earnings James Calloway

Victoria's Secret Shares Slide as Tariff Refund Masks Mixed Quarter

Victoria's Secret shares dropped 5.6% despite a strong Q2, as Q3 margin guidance fell short of expectations and tariff refunds inflated results.

TKO Shares Dip 0.7% as WWE's Strong Margin Offsets Talent Cost Concerns
Earnings James Calloway

TKO Shares Dip 0.7% as WWE's Strong Margin Offsets Talent Cost Concerns

TKO Group Holdings (TKO) shares slipped 0.7% in premarket trading as analysts highlighted WWE's robust 59% adjusted EBITDA margin as a buffer against potential talent cost increases.

TKO
Micron Rebounds 2.4% as Memory Prices Surge, Q3 Margins Hit 84.9%
Earnings James Calloway

Micron Rebounds 2.4% as Memory Prices Surge, Q3 Margins Hit 84.9%

Micron (MU) recovered from an early 1.6% drop to close up 2.43% as memory prices firmed. Q3 non-GAAP gross margin hit 84.9%, with Q4 guidance of $50B revenue and ~86% margin.

MU DELL WDC SNDK
Super Micro's $6.8B Cash Burn Spurs Growth Doubts
Earnings James Calloway

Super Micro's $6.8B Cash Burn Spurs Growth Doubts

Super Micro's stock fell 1.8% after reporting a $6.8 billion operating cash outflow for fiscal 2026, overshadowing a 77.8% revenue surge and raising questions about growth sustainability.

SMCI
NetApp Shares Slide 7.9% Despite Record Revenue as Cash Flow Drops
Earnings James Calloway

NetApp Shares Slide 7.9% Despite Record Revenue as Cash Flow Drops

NetApp shares dropped 7.9% in premarket trading despite a 30% revenue increase, as free cash flow fell 35% and cash conversion halved, raising investor concerns.

NTAP
Meta Stock Climbs Despite Surging Costs and AI Spending
Earnings James Calloway

Meta Stock Climbs Despite Surging Costs and AI Spending

Meta Platforms (META) shares advanced 2.5% despite a 55% cost surge, as investors focus on AI-driven growth. Q2 revenue rose 28% but operating margin fell to 31%.

META
Corporate Travel Management Shares Plunge 81% as Interest Costs Devour FY26 Profit
Earnings James Calloway

Corporate Travel Management Shares Plunge 81% as Interest Costs Devour FY26 Profit

Corporate Travel Management shares plummet 81% after A$20 million interest bill erases FY26 profit, despite a 36% rise in underlying EBITDA.

Dell Stock Soars 15.8% on Raised Profit Forecast, AI Server Demand Drives Rally
Earnings James Calloway

Dell Stock Soars 15.8% on Raised Profit Forecast, AI Server Demand Drives Rally

Dell Technologies (DELL) surged 15.8% to $492.20 after boosting its fiscal 2027 adjusted EPS outlook by 42.5% to $25.50, driven by AI server demand and a $95 billion backlog.

DELL HPE SMCI
NIO Shares Slide 4.9% as Q3 Forecast Caps Margin Optimism
Earnings James Calloway

NIO Shares Slide 4.9% as Q3 Forecast Caps Margin Optimism

NIO shares dropped 4.9% as its Q3 delivery forecast pointed to minimal sequential growth, raising margin concerns. The stock closed at $3.86 after touching a 52-week low.

NIO
Snowflake Stock Soars 22% on AI Growth, Adding $24B in Value
Earnings James Calloway

Snowflake Stock Soars 22% on AI Growth, Adding $24B in Value

Snowflake shares surged 22% after the company reported accelerating revenue growth and raised its full-year outlook, adding roughly $24 billion in market value.

SNOW
Credo Plunges 20% on Valuation Worries Despite Record Revenue
Earnings James Calloway

Credo Plunges 20% on Valuation Worries Despite Record Revenue

Credo Technology shares tumbled 20% on Wednesday despite record revenue, as investors balked at a rich valuation and declining GAAP margins. Analysts remain bullish, but concentration risk looms.

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