Earnings News

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

Marvell Tumbles 10% on Google AI Chip Revenue Deferral
Earnings James Calloway

Marvell Tumbles 10% on Google AI Chip Revenue Deferral

Marvell shares dropped 10.3% on Friday despite record quarterly revenue, as investors focused on the delayed Google AI chip revenue timeline to fiscal 2029.

MRVL AVGO
Ondas Stock Tumbles 9.7% on Widening Losses Despite Record Backlog
Earnings James Calloway

Ondas Stock Tumbles 9.7% on Widening Losses Despite Record Backlog

Ondas shares dropped 9.7% after the company reported a $50.6 million adjusted EBITDA loss, overshadowing a record $757 million backlog and 67% revenue growth.

ONDS
IREN Drops 12.5% as AI Revenue Growth Fails to Offset $703M Loss
Earnings James Calloway

IREN Drops 12.5% as AI Revenue Growth Fails to Offset $703M Loss

IREN shares plunged 12.5% after the company announced $4 billion in AI contracts alongside a $703 million annual net loss, raising concerns about its transition from bitcoin mining to AI infrastructure.

IREN CRWV MARA
Nvidia's $251B Slide: Margin Outlook Tempers AI Rally
Earnings James Calloway

Nvidia's $251B Slide: Margin Outlook Tempers AI Rally

Nvidia (NVDA) dropped 4.57%, losing $251B on Friday as Q3 margin guidance cooled the post-earnings rally. Despite strong growth, investors balked at the outlook.

NVDA
DraftKings Marketing Spend Climbs to 22% of Revenue as Q2 Costs Rise
Earnings James Calloway

DraftKings Marketing Spend Climbs to 22% of Revenue as Q2 Costs Rise

DraftKings' Q2 marketing spend rose to 22.3% of revenue, up from 15.4% a year ago, as shares gained 4.3% on Friday. The company's latest bonus offer targets NFL season sign-ups.

DKNG
Salesforce Climbs 1.6% as AI Strength Tests Analyst Targets
Earnings James Calloway

Salesforce Climbs 1.6% as AI Strength Tests Analyst Targets

Salesforce shares advanced 1.6% to $256 on 2.3x average volume, extending a post-earnings rally. AI revenue momentum and raised guidance test analyst price targets.

CRM NOW WDAY ADBE
UiPath Shares Edge Lower Ahead of Q2 Earnings; Valuation at 4.9x ARR
Earnings James Calloway

UiPath Shares Edge Lower Ahead of Q2 Earnings; Valuation at 4.9x ARR

UiPath (PATH) slipped 1% to $18.15 as investors await Q2 results due Sept 3. With a $9.4B market cap and ARR guidance of $1.929B-$1.934B, the stock trades at 4.9x projected ARR.

PATH
Micron Stock Slight Dip Masks Strong AI Memory Outlook
Earnings James Calloway

Micron Stock Slight Dip Masks Strong AI Memory Outlook

Micron shares dipped 0.25% to $932.86, but strong Q3 results and an 86% gross margin forecast for Q4 underscore solid AI memory demand.

MU
Coca-Cola Gains 0.7% as Margin Expansion Caps Upside
Earnings James Calloway

Coca-Cola Gains 0.7% as Margin Expansion Caps Upside

Coca-Cola (KO) closed up 0.67% at $89.66 on Friday, as Q2 revenue rose 7% to $13.4B and operating margin expanded to 34.9%. Analysts see 7% upside.

KO
Nokia Stock Dips 3.6% Despite AI Revenue Surge as Restructuring Costs Weigh
Earnings James Calloway

Nokia Stock Dips 3.6% Despite AI Revenue Surge as Restructuring Costs Weigh

Nokia's ADRs dropped 3.6% despite AI revenue doubling, as restructuring costs pushed reported operating profit to a loss. Analysts still see 47% upside.

Vistra Stock Dips 2% as $472M Hedge Loss Masks Strong Core Growth
Earnings James Calloway

Vistra Stock Dips 2% as $472M Hedge Loss Masks Strong Core Growth

Vistra (VST) shares slipped 2% as a $472M hedging loss overshadowed a 31% EBITDA jump. Analysts remain bullish with a $217.42 price target.

VST
Marvell Tumbles 10% as Investors Eye Delayed Google AI Revenue
Earnings James Calloway

Marvell Tumbles 10% as Investors Eye Delayed Google AI Revenue

Marvell (MRVL) shares dropped 10.3% despite record Q2 revenue, as investors focused on the delayed timeline for Google custom AI chip revenue, now expected in fiscal 2029.

MRVL AVGO