Earnings News

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

UnitedHealth Shares Rally on Medicare Advantage Rate Decision Ahead of Q1 Report
Earnings James Calloway

UnitedHealth Shares Rally on Medicare Advantage Rate Decision Ahead of Q1 Report

UnitedHealth Group shares advanced following a finalized 2.48% increase to 2027 Medicare Advantage payment rates, which exceeds initial projections. The company is set to report first-quarter results on April 21 amid expectations for an earnings decline.

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Lumentum Earnings Preview: AI Optics Demand in Focus
Earnings James Calloway

Lumentum Earnings Preview: AI Optics Demand in Focus

Lumentum Holdings is set to report fiscal third-quarter results on May 5, with investors focused on its capacity to meet soaring demand for optical components critical for AI data centers.

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Boeing's Q1 Report Pivotal as Record Backlog Meets Execution Doubts
Earnings James Calloway

Boeing's Q1 Report Pivotal as Record Backlog Meets Execution Doubts

Boeing shares rose 1.4% Monday amid a split analyst view ahead of first-quarter results. The aerospace giant's massive order book contrasts with persistent safety issues and financial pressures.

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IBM's AI Ambitions Face Crucial Earnings Test Amid Mainframe Concerns
Earnings James Calloway

IBM's AI Ambitions Face Crucial Earnings Test Amid Mainframe Concerns

IBM shares slipped 0.7% to $246.43 Monday as investors focused on the upcoming April 22 earnings report, a key test for the company's AI strategy amid persistent concerns about mainframe demand and consulting performance.

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Applied Digital's Q3 Report to Test AI Data Center Strategy Amid Heavy Debt
Earnings James Calloway

Applied Digital's Q3 Report to Test AI Data Center Strategy Amid Heavy Debt

Applied Digital's fiscal third-quarter results, due after Wednesday's close, will gauge whether lease revenue can offset a significant new debt load tied to its AI data center expansion. Options imply a 16.5% stock move.

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Ambev Sees February Beer Volume Rebound, Sets April Payout Vote Amid Cost Pressures
Earnings James Calloway

Ambev Sees February Beer Volume Rebound, Sets April Payout Vote Amid Cost Pressures

Ambev's beer production in Brazil showed signs of recovery in February, though analysts warn inventory accumulation could lead to a March correction. The brewer has scheduled a shareholder meeting for April 30 to approve a R$10.90 billion distribution from 2025 profits.

Tesla Q1 Deliveries Fall Short, Inventory Builds Amid Demand Concerns
Earnings James Calloway

Tesla Q1 Deliveries Fall Short, Inventory Builds Amid Demand Concerns

Tesla reported 358,023 vehicle deliveries for Q1 2026, below analyst expectations, causing shares to drop. Production exceeded deliveries by over 50,000 units, indicating rising inventory.

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Nike Plunges to Decade Low on China Revenue Warning, Turnaround Timeline Extends
Earnings James Calloway

Nike Plunges to Decade Low on China Revenue Warning, Turnaround Timeline Extends

Nike shares tumbled over 15% to their lowest close in more than ten years after the company projected a steep 20% revenue decline in China and an overall sales drop for the current quarter, missing analyst expectations.

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Intel Q1 Earnings Preview: AI Demand and 18A Yields in Spotlight
Earnings James Calloway

Intel Q1 Earnings Preview: AI Demand and 18A Yields in Spotlight

Intel is scheduled to release its first-quarter 2026 financial results on April 23, after the market closes. The chipmaker's performance will be scrutinized for updates on server supply constraints, advanced manufacturing yields, and its competitive positioning in AI.

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Tesla's Q1 Deliveries Loom as Key Demand Gauge Amid Growth Concerns
Earnings James Calloway

Tesla's Q1 Deliveries Loom as Key Demand Gauge Amid Growth Concerns

Tesla shares gained 4.6% in Tuesday's session, yet the focus shifts to its upcoming quarterly delivery report. Analysts project a decline from Q4 levels, highlighting persistent demand challenges.

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RH Shares Plunge on Q4 Miss, Dim Q1 Forecast
Earnings James Calloway

RH Shares Plunge on Q4 Miss, Dim Q1 Forecast

RH shares fell sharply in extended trading after the company reported fourth-quarter revenue and earnings below Wall Street expectations and issued a weak first-quarter sales outlook.

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Nike Posts Mixed Q3, Beats Sales Forecasts Amid China and Margin Pressures
Earnings James Calloway

Nike Posts Mixed Q3, Beats Sales Forecasts Amid China and Margin Pressures

Nike reported third-quarter revenue of $11.28 billion, matching year-ago levels and exceeding analyst forecasts, though net income dropped 35% to $520 million. The company continues to face headwinds in Greater China and from higher tariffs.

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