Earnings News

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

Target's Q2 Report: Options Hint at 7% Swing Post 50% Rally
Earnings James Calloway

Target's Q2 Report: Options Hint at 7% Swing Post 50% Rally

Target (TGT) reports Q2 earnings Wednesday, with options pricing a 7% swing. After a 56% rally, the stock trades above analyst targets, raising the stakes.

TGT
UiPath Holds Steady at $15.99 as Rally Outpaces Analyst Targets
Earnings James Calloway

UiPath Holds Steady at $15.99 as Rally Outpaces Analyst Targets

UiPath (PATH) closed at $15.99, up 43% over 52 weeks, now trading 16% above analyst targets. Heavy volume and strong Q1 results highlight execution risks.

PATH CRM ORCL NOW
Baidu Stock Set for 5.8% Swing as AI Expansion Reaches US Clients
Earnings James Calloway

Baidu Stock Set for 5.8% Swing as AI Expansion Reaches US Clients

Baidu (BIDU) faces a 5.8% options-implied swing ahead of Q2 earnings, as AI models reach US clients via WorldClaw and analysts see 61.5% upside.

BIDU BABA
Albertsons trims store count as profit plunges 64%
Earnings James Calloway

Albertsons trims store count as profit plunges 64%

Albertsons (ACI) is closing 12 stores, representing 0.5% of its footprint, after a 64% plunge in net income and reduced full-year guidance.

ACI WMT AMZN KR
Target's 56% Rally Faces Earnings Hurdle as Analysts See Limited Upside
Earnings James Calloway

Target's 56% Rally Faces Earnings Hurdle as Analysts See Limited Upside

Target (TGT) shares have rallied 56% in 2026, now trading above analyst consensus targets. The market awaits Q2 earnings to confirm sustainable growth, not just a low-base benefit.

TGT WMT
Marvell Stock Jumps 7.5% to $238.72, Adding $14.6B in Value Ahead of Earnings
Earnings James Calloway

Marvell Stock Jumps 7.5% to $238.72, Adding $14.6B in Value Ahead of Earnings

Marvell Technology shares surged 7.5% to $238.72, adding $14.6 billion in market value ahead of its earnings report, driven by AI networking demand.

MRVL AVGO NVDA
SoFi's Deposit Strategy Slashes Interest Costs by $713M
Earnings James Calloway

SoFi's Deposit Strategy Slashes Interest Costs by $713M

SoFi's deposit funding reduced annualized interest costs by $712.6 million, covering 44.5% of its 2026 EBITDA goal. Q2 results show strong growth despite stock dip.

SOFI
MasTec Stock Rally Faces Cash Flow Test Despite Record Backlog
Earnings James Calloway

MasTec Stock Rally Faces Cash Flow Test Despite Record Backlog

MasTec shares jumped 10.9% last week to $297.59, but a negative free cash flow of -$59M raises questions about converting its record $21.4B backlog into cash.

MTZ STRL PWR PRIM
Amazon's July Sales Dip 2.2% as AWS Profits Anchor Amid Prime Day Shift
Earnings James Calloway

Amazon's July Sales Dip 2.2% as AWS Profits Anchor Amid Prime Day Shift

US nonstore sales dropped 2.2% in July as Prime Day shifted to June, but AWS strength cushions Amazon's profits, with Q3 growth forecast at 10.5%.

AMZN
Retail Earnings Week Kicks Off After July Sales Dip
Earnings James Calloway

Retail Earnings Week Kicks Off After July Sales Dip

U.S. cash markets are closed Sunday, but a heavy retail earnings week begins Tuesday. July retail sales dropped 0.6%, missing forecasts, as investors focus on guidance.

HD TGT LOW TJX WMT DE
Albertsons trims store count as margins tighten; ACI Edge cost plan unveiled
Earnings James Calloway

Albertsons trims store count as margins tighten; ACI Edge cost plan unveiled

Albertsons plans to close 12 stores (0.5% of its base) as margins tighten, with Q1 identical sales down 0.8% and a $200M cost program to drive savings.

ACI KR COST WMT SFM
Nu Holdings Jumps 9% as Q2 Profit Beats, Margin Outlook Brightens
Earnings James Calloway

Nu Holdings Jumps 9% as Q2 Profit Beats, Margin Outlook Brightens

Nu Holdings (NU) shares jumped 9.3% after Q2 profit beat estimates and risk-adjusted net interest margin rose to 12.4%, boosting market value by $6.3 billion.

NU PAGS STNE