Earnings News

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

Lam Research Surges on Record Earnings, AI-Driven Forecast
Earnings James Calloway

Lam Research Surges on Record Earnings, AI-Driven Forecast

Lam Research shares climbed following a record March quarter, with revenue and earnings surpassing estimates. The company raised its 2026 wafer fabrication equipment forecast to $140 billion, citing strong AI-driven demand.

LRCX AMAT KLAC TSM
Texas Instruments Surges on Upbeat Outlook, Signaling Analog Chip Recovery
Earnings James Calloway

Texas Instruments Surges on Upbeat Outlook, Signaling Analog Chip Recovery

Texas Instruments shares rallied after the chipmaker issued a second-quarter forecast that exceeded analyst expectations, driven by a rebound in orders from industrial and data-center clients.

TXN ADI NXPI ON
ServiceNow Shares Plunge on Deal Delays, CEO Defends AI Strategy
Earnings James Calloway

ServiceNow Shares Plunge on Deal Delays, CEO Defends AI Strategy

ServiceNow shares tumbled 14% in extended trading after reporting that geopolitical tensions postponed several large contracts, overshadowing an increased annual revenue outlook and strong quarterly results.

NOW
Tesla's Cash Flow Triumph Outshines Revenue Shortfall in Q1
Earnings James Calloway

Tesla's Cash Flow Triumph Outshines Revenue Shortfall in Q1

Tesla's first-quarter free cash flow of $1.44 billion impressed investors, overshadowing a revenue miss and sending shares higher after hours. The company is amassing cash to fund its ambitious AI and autonomous driving initiatives.

TSLA BYD RIVN FXI XLK
Alphabet Price Targets Raised Ahead of Q1 Earnings on AI, Cloud Momentum
Earnings James Calloway

Alphabet Price Targets Raised Ahead of Q1 Earnings on AI, Cloud Momentum

Analysts lift Alphabet price targets citing accelerating Google Cloud growth and stronger AI integration, with shares rising ahead of next week's earnings report.

GOOG GOOGL
Microsoft's AI Spending Under Scrutiny Ahead of Q3 Earnings
Earnings James Calloway

Microsoft's AI Spending Under Scrutiny Ahead of Q3 Earnings

Microsoft shares advanced 1.7% to $431.31 as Wall Street anticipates the company's upcoming earnings report, with particular attention on Azure performance and AI infrastructure investments. Bank of America reiterated its buy rating and $500 price target.

MSFT BABA GOOGL META AMZN AAPL XLK
IBM Q1 Earnings Preview: Software Growth, Red Hat, and AI in Focus
Earnings James Calloway

IBM Q1 Earnings Preview: Software Growth, Red Hat, and AI in Focus

IBM is set to release its first-quarter financial results after Wednesday's market close. Investors will scrutinize software segment growth, the newly acquired Confluent's contribution, and Red Hat's performance for clues on the 2026 outlook.

IBM ACN MSFT ORCL
Super Micro Stock Gains Ahead of Earnings Amid High Volatility Expectations
Earnings James Calloway

Super Micro Stock Gains Ahead of Earnings Amid High Volatility Expectations

Super Micro Computer shares advanced Wednesday as traders positioned for the company's upcoming quarterly results, with options markets implying significant volatility. The report follows recent legal challenges and margin pressures.

SMCI NVDA DELL HPE JPM
RTX Lifts 2026 Forecast on Defense and Aftermarket Strength, Shares Retreat
Earnings James Calloway

RTX Lifts 2026 Forecast on Defense and Aftermarket Strength, Shares Retreat

RTX has increased its financial guidance for 2026 following robust first-quarter results, fueled by missile programs and jet engine maintenance. Despite the upgrade, the company's shares fell for a second consecutive day.

RTX NOC GE
Opendoor Shares Gain Ahead of Q1 Report and Interactive Financial Event
Earnings James Calloway

Opendoor Shares Gain Ahead of Q1 Report and Interactive Financial Event

Opendoor Technologies shares advanced Wednesday, extending an April rally ahead of its first-quarter report. The company will host a live video 'Financial Open House' for shareholders on May 7 instead of a traditional earnings call.

OPEN OPAD Z XLRE
Boeing Q1 Loss Narrows on Stronger Jet Deliveries, Cash Burn Persists
Earnings James Calloway

Boeing Q1 Loss Narrows on Stronger Jet Deliveries, Cash Burn Persists

Boeing's first-quarter net loss narrowed sharply to $7 million, beating analyst forecasts, driven by a 14% revenue increase. However, the company continued to burn cash, with free cash flow negative at $1.5 billion.

BA
AT&T Beats Q1 Subscriber Forecasts, Holds 2026 Outlook Amid Institutional Moves
Earnings James Calloway

AT&T Beats Q1 Subscriber Forecasts, Holds 2026 Outlook Amid Institutional Moves

AT&T surpassed first-quarter wireless subscriber forecasts, adding 294,000 postpaid customers, and reaffirmed its full-year guidance. Recent reports of institutional stake reductions are based on year-end 2023 data, predating key company developments.

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