Earnings News

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

Nvidia (NVDA) Earnings Preview: Options Signal Muted Move as Revenue Test Looms
Earnings James Calloway

Nvidia (NVDA) Earnings Preview: Options Signal Muted Move as Revenue Test Looms

Nvidia (NVDA) rises 1.3% premarket before Q2 earnings; options imply a 5.4% move, a subdued signal. Revenue forecast at $92.18B, with margin and Rubin timeline key.

NVDA
Target Stock Hits Record High Despite Halloween Costume Recall
Earnings James Calloway

Target Stock Hits Record High Despite Halloween Costume Recall

Target shares rose 2.7% to an all-time high of $169.89 after the retailer removed an offensive Halloween costume, while its Q2 earnings and holiday lineup boost investor confidence.

TGT
Bloom Energy Rebounds, Yet Valuation Concerns Loom After 42% Slide
Earnings James Calloway

Bloom Energy Rebounds, Yet Valuation Concerns Loom After 42% Slide

Bloom Energy (BE) shares rebounded 1% Monday, but remain 42% off highs. Despite Q2 revenue surging 165.5%, the stock's valuation at 14.8x forward sales tests investor patience.

BE BAM AEP EQIX ORCL
KPMG Australia Cuts 5% of Staff After Consulting Revenue Plunges 17%
Earnings James Calloway

KPMG Australia Cuts 5% of Staff After Consulting Revenue Plunges 17%

KPMG Australia is cutting 5% of its workforce after consulting revenue tumbled 16.9%, with 27 partners and about 360 staff affected. Total revenue slipped 1%.

ACN IBM CTSH EPAM
Nvidia's $52B Single-Point Swing Outpaces Last Year's Q2 Revenue
Earnings James Calloway

Nvidia's $52B Single-Point Swing Outpaces Last Year's Q2 Revenue

Nvidia's market cap of $5.20T means a 1% stock move is worth $52B, more than last year's Q2 revenue. Earnings due Aug 26 with high expectations.

NVDA QQQ
Workday's $5.1B Takeover Premium Faces Earnings Reckoning
Earnings James Calloway

Workday's $5.1B Takeover Premium Faces Earnings Reckoning

Workday's stock is up 14.6% since buyout reports, embedding a $5.1B premium. Q2 earnings on Thursday will test whether that optimism is warranted.

WDAY
PDD Q2 Sales Miss Offsets Cash Flow Gains as Loss Hits 7.4B Yuan
Earnings James Calloway

PDD Q2 Sales Miss Offsets Cash Flow Gains as Loss Hits 7.4B Yuan

PDD Holdings (PDD) reported Q2 revenue of RMB112.36B, missing forecasts by 3.4%, while a RMB7.4B other loss dragged net income down 12% despite improved cash flow.

PDD
Wolfspeed Tumbles 19% as AI Boom Fails to Close Revenue Gap
Earnings James Calloway

Wolfspeed Tumbles 19% as AI Boom Fails to Close Revenue Gap

Wolfspeed (WOLF) shares plunged 19% last week to $25.76 after Q4 results showed AI-driven revenue growth still leaves a 34% annualized gap to breakeven. Analysts' average target is $16, a 38% downside.

WOLF
SkyCity Surges 7.4% as NZ$30M Cost Cuts and Asset Sales Fuel Recovery Optimism
Earnings James Calloway

SkyCity Surges 7.4% as NZ$30M Cost Cuts and Asset Sales Fuel Recovery Optimism

SkyCity (SKC) shares surged 7.4% after unveiling NZ$30M annual cost savings and asset sales, despite FY26 EBITDA falling 22.3%. Analysts see 55% upside.

IBM Stock Soars 15% Post-Earnings, Nears Analyst Price Targets
Earnings James Calloway

IBM Stock Soars 15% Post-Earnings, Nears Analyst Price Targets

IBM shares jumped 14.53% since July earnings, closing Friday at $235.68, just 3.92% below analyst targets. Software revenue rose 5% while infrastructure fell 7%.

IBM ACN CTSH
Visa Stock Nears Record as Services Revenue Jumps 33%
Earnings James Calloway

Visa Stock Nears Record as Services Revenue Jumps 33%

Visa shares climbed for a fourth session, closing within 0.78% of record highs, driven by a 33% jump in value-added services revenue.

V MA AXP
Ross Stores Surges $3.2B on Margin Strength Despite Tariff Refund
Earnings James Calloway

Ross Stores Surges $3.2B on Margin Strength Despite Tariff Refund

Ross Stores shares jumped 4.4% as Q2 results beat estimates, with operating margin up 205 bps excluding a $253M tariff refund. Comparable sales rose 10%, and guidance was raised.

ROST