Earnings News

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

Adobe Shares Surge 6.5% as Wall Street Reassesses AI Competition
Earnings James Calloway

Adobe Shares Surge 6.5% as Wall Street Reassesses AI Competition

Adobe shares surged 6.5% to $257.10, driven by renewed buying ahead of earnings, despite ongoing AI competition from Canva and Figma.

ADBE
Gap Shares Tumble 17.6% After Old Navy Weakness Prompts Sales Forecast Cut
Earnings James Calloway

Gap Shares Tumble 17.6% After Old Navy Weakness Prompts Sales Forecast Cut

Gap shares fell 17.6% to $20.60 after cutting its full-year sales forecast, citing weak demand at Old Navy, particularly in women's dresses. Net sales rose 1% to $3.5 billion, missing earlier growth targets.

Ambarella Shares Plunge 20% Despite AI Deal and Earnings Beat
Earnings James Calloway

Ambarella Shares Plunge 20% Despite AI Deal and Earnings Beat

Ambarella shares fell about 20% Friday despite a slight earnings beat and a $800 million Hanwha contract, as investors focus on margin declines and the gap between AI hype and cash flow.

AMBA QQQ NVDA QCOM MBLY
CrowdStrike Rides AI Wave to New Heights Ahead of Earnings
Earnings James Calloway

CrowdStrike Rides AI Wave to New Heights Ahead of Earnings

CrowdStrike shares climbed 6.5% as AI-driven cybersecurity demand lifts sector. Earnings report due June 3.

CRWD SNOW PANW S
Costco Stock Dips Despite Strong Sales as Profit Misses Mark
Earnings James Calloway

Costco Stock Dips Despite Strong Sales as Profit Misses Mark

Costco shares dropped 4.6% despite an 11.6% sales surge, as earnings missed analyst estimates and valuation concerns persisted.

COST SPY WMT AMZN
Dell Stock Surges on AI Server Boom, Lifts Full-Year Forecast
Earnings James Calloway

Dell Stock Surges on AI Server Boom, Lifts Full-Year Forecast

Dell shares surged nearly 28% after the company raised its full-year revenue target and reported AI server sales of $16.1 billion, outpacing PC revenue. A $9.7 billion U.S. War Department contract added to the momentum.

DELL SMCI HPE
HP Stock Rises on AI PC Growth; Margins Under Pressure from Memory Costs
Earnings James Calloway

HP Stock Rises on AI PC Growth; Margins Under Pressure from Memory Costs

HP shares gained after beating Q2 estimates, with AI PCs now 44% of shipments. However, rising memory costs and a trimmed 2026 EPS forecast tempered the outlook.

HPQ DELL
Okta Stock Surges 20% on Strong Earnings, AI Identity Hype
Earnings James Calloway

Okta Stock Surges 20% on Strong Earnings, AI Identity Hype

Okta shares jumped nearly 20% after beating Q1 expectations, with analysts raising price targets on strong cRPO growth and early AI agent adoption.

OKTA
Photronics Rebounds Slightly After Steep Drop on Weak Earnings and Outlook
Earnings James Calloway

Photronics Rebounds Slightly After Steep Drop on Weak Earnings and Outlook

Photronics shares saw a modest premarket bounce after losing over a third of their value on a disappointing quarterly report and cautious outlook.

PLAB
HPE Stock Surges on Dell's Bullish AI Server Outlook
Earnings James Calloway

HPE Stock Surges on Dell's Bullish AI Server Outlook

HPE shares surged 23.5% premarket after Dell boosted its AI-server outlook. HPE's fiscal Q2 results are due Monday, with investors eyeing margin trends.

HPE DELL SMCI
UiPath Posts First GAAP Profit, AI Push Fails to Lift PATH Stock
Earnings James Calloway

UiPath Posts First GAAP Profit, AI Push Fails to Lift PATH Stock

UiPath shares slid 2.85% in premarket trading Friday after reporting Q1 revenue of $418 million and its first GAAP-profitable quarter. Investors are still weighing AI's impact on long-term sales growth.

PATH
Institutional Giants Raise GM Stakes Amid Tariff Risks and Strong Guidance
Earnings James Calloway

Institutional Giants Raise GM Stakes Amid Tariff Risks and Strong Guidance

Major institutional investors increased their General Motors stakes in Q4, with the National Pension Service buying 1.7 million shares. GM recently lifted its 2026 profit outlook and maintained a $6 billion buyback plan.

GM