Earnings News

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

Akamai Stock Surges on $1.8B AI Cloud Deal
Earnings James Calloway

Akamai Stock Surges on $1.8B AI Cloud Deal

Akamai shares surged 26% premarket after announcing a $1.8B, seven-year AI cloud deal, its largest ever, signaling strong traction in AI infrastructure.

AKAM
Block Raises 2026 Gross Profit Outlook to $12.33B on Cash App Strength
Earnings James Calloway

Block Raises 2026 Gross Profit Outlook to $12.33B on Cash App Strength

Block Inc raised its 2026 gross profit target to $12.33 billion after strong Q1 growth from Cash App and Square. Shares rose 7.7% after hours despite a $308.7 million net loss and $240 million DOJ-related accrual.

SQ
HubSpot Shares Slide Despite Q1 Beat as AI Pricing Shift Extends Sales Cycles
Earnings James Calloway

HubSpot Shares Slide Despite Q1 Beat as AI Pricing Shift Extends Sales Cycles

HubSpot beat Q1 estimates but shares dropped 11.9% as AI pricing shifts lengthen sales cycles. Revenue rose 23% to $881M, but Q2 outlook disappointed.

HUBS
Shake Shack Tumbles 30% on Q1 Loss, Rising Beef Costs, and CFO Change
Earnings James Calloway

Shake Shack Tumbles 30% on Q1 Loss, Rising Beef Costs, and CFO Change

Shake Shack shares fell up to 30% after reporting a Q1 net loss, missing revenue estimates, and naming a new CFO. Rising beef costs and higher operating expenses pressured margins.

SHAK
Marvell Technology Drops 7% as AI Chip Rally Faces Key Earnings Test
Earnings James Calloway

Marvell Technology Drops 7% as AI Chip Rally Faces Key Earnings Test

Marvell Technology shares slid 7% as the AI chipmaker's rally hits a pause ahead of its May 27 earnings report, despite strong data-center demand and a $2 billion Nvidia investment.

MRVL NVDA AVGO
Datadog Crosses $1B in Quarterly Revenue, Shares Surge on AI Demand
Earnings James Calloway

Datadog Crosses $1B in Quarterly Revenue, Shares Surge on AI Demand

Datadog posted Q1 revenue above $1 billion for the first time, jumping 32% to $1.006 billion, and raised its 2026 sales forecast. Shares soared $45.02 to $188.73.

DDOG
Humana Stock Rally Tests Valuation as Profit Forecast Slips
Earnings James Calloway

Humana Stock Rally Tests Valuation as Profit Forecast Slips

Humana lowered its 2026 GAAP EPS forecast to at least $8.36, while its stock has surged over 25% in a month, pushing the P/E ratio above 26.

HUM UNH CVS
Innodata Shares Surge on Q1 Beat, AI Data Demand Drives Outlook Upgrade
Earnings James Calloway

Innodata Shares Surge on Q1 Beat, AI Data Demand Drives Outlook Upgrade

Innodata shares surged 29% after hours as Q1 revenue and profit topped estimates, driven by a major new AI data contract that lifted the 2026 growth outlook to at least 40%.

INOD
NuScale Power Stock Tumbles 8.7% After Q1 Loss Deepens, Cash Burn Intensifies
Earnings James Calloway

NuScale Power Stock Tumbles 8.7% After Q1 Loss Deepens, Cash Burn Intensifies

NuScale Power shares dropped 8.7% after hours Thursday after reporting a wider Q1 loss and a 96% revenue decline to $565,000, with cash burn of $314.7 million.

SMR
Agilon Health Stock Surges 118% on Q1 Profit Beat, New CEO Appointed
Earnings James Calloway

Agilon Health Stock Surges 118% on Q1 Profit Beat, New CEO Appointed

Agilon Health shares jumped 118% to $60.66 after a strong Q1 earnings beat, with net income rising to $49M. The company also raised its 2026 forecast and appointed Tim O'Rourke as CEO.

AGL
Trade Desk Tumbles on Weak Q2 Forecast Despite Q1 Revenue Beat
Earnings James Calloway

Trade Desk Tumbles on Weak Q2 Forecast Despite Q1 Revenue Beat

Trade Desk shares dropped 16% after forecasting Q2 revenue below expectations, despite beating Q1 sales estimates. Concerns about slowing growth and competition weigh on the stock.

TTD
AAOI Stock Dips 10% After Q1 Revenue Miss, Despite AI Optics Demand Surge
Earnings James Calloway

AAOI Stock Dips 10% After Q1 Revenue Miss, Despite AI Optics Demand Surge

Applied Optoelectronics (AAOI) shares dropped over 10% after Q1 revenue and Q2 guidance missed Wall Street estimates, despite a 51% revenue surge and doubled data-center sales. The company begins volume shipments of 800G products.

AAOI COHR LITE CIEN