Earnings News

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

American Airlines Stock Slips 7% as Profit Gap with Delta Widens
Earnings James Calloway

American Airlines Stock Slips 7% as Profit Gap with Delta Widens

American Airlines shares dropped 7% to $14.83 after reporting a Q2 adjusted net margin of just 0.59%, far below Delta's 5.81%. New leadership aims to close the gap.

AAL DAL UAL
Plug Power's 34% H2 Revenue Hurdle: Can Hydrogen Demand Deliver?
Earnings James Calloway

Plug Power's 34% H2 Revenue Hurdle: Can Hydrogen Demand Deliver?

Plug Power shares gained 6.4% to $2.32 after Q2 earnings beat, but the company needs a 34% surge in H2 revenue to meet its 2026 growth target.

PLUG
Retail, Housing, and Chip Earnings to Test Demand Amid Rising Yields
Earnings James Calloway

Retail, Housing, and Chip Earnings to Test Demand Amid Rising Yields

Seven major U.S. companies report earnings this week, providing critical signals on consumer spending, housing, and AI demand as Treasury yields rise and the market nears highs.

WMT TGT HD LOW TOL ADI DE
Grab Buyback Fuels Trading Surge as Volume Doubles
Earnings James Calloway

Grab Buyback Fuels Trading Surge as Volume Doubles

Grab's $750M buyback, representing 4.9% of market cap, drove trading volume to double its average. Q2 revenue rose 22%, adjusted EBITDA up 54%.

GRAB
Novo Nordisk Outlook Upgrade Fails to Lift Shares as Analysts See Slim Gains
Earnings James Calloway

Novo Nordisk Outlook Upgrade Fails to Lift Shares as Analysts See Slim Gains

Novo Nordisk stock slipped 2.9% last week even after management raised its 2026 guidance. Analysts see only 2.2% upside, with most rating the stock a Hold.

NVO LLY
SMCI's Margin Guidance Clouds $68.5B Revenue Forecast
Earnings James Calloway

SMCI's Margin Guidance Clouds $68.5B Revenue Forecast

Super Micro's $68.5B fiscal 2027 revenue forecast beat estimates, but Q1 margin guidance signals a profit squeeze, overshadowing the sales outlook.

SMCI DELL HPE
Ondas Rebounds 3.7% as Q4 Revenue Target Looms Large
Earnings James Calloway

Ondas Rebounds 3.7% as Q4 Revenue Target Looms Large

Ondas (ONDS) shares climbed 3.7% to $9.24 on Friday, recovering part of an 8.8% post-earnings slide. The company's 2026 guidance implies a hefty $256 million Q4 revenue target, more than triple Q2 sales.

ONDS
Nvidia's $63.4B Equity Portfolio: Intel and SpaceX Dominate, Adding Earnings Volatility
Earnings James Calloway

Nvidia's $63.4B Equity Portfolio: Intel and SpaceX Dominate, Adding Earnings Volatility

Nvidia's 13F filing shows $63.44B in U.S. equities, with Intel and SpaceX dominating. The portfolio adds earnings volatility ahead of Q2 results.

NVDA INTC CRWV COHR SNPS NBIS
Monster Beverage Rallies 3.6% Post-Split, but Margin Squeeze Raises Concerns
Earnings James Calloway

Monster Beverage Rallies 3.6% Post-Split, but Margin Squeeze Raises Concerns

Monster Beverage (MNST) gained 3.6% last week after its 2-for-1 split, but a sharp rise in selling expenses and a P/E near 40x have analysts questioning growth sustainability.

MNST CELH PEP KO XLP
Iovance Faces Make-or-Break Amtagvi Ramp as $101M Quarterly Hurdle Looms
Earnings James Calloway

Iovance Faces Make-or-Break Amtagvi Ramp as $101M Quarterly Hurdle Looms

Iovance Biotherapeutics (IOVA) fell 13.2% to $4.07 as investors weigh the steep climb to $101 million in quarterly Amtagvi revenue needed to hit 2026 guidance.

IOVA
UiPath Stock Soars Past Analyst Targets After Q1 Beat
Earnings James Calloway

UiPath Stock Soars Past Analyst Targets After Q1 Beat

UiPath shares have surged 25.5% since July 31, trading above analyst targets. Q1 results beat expectations, but Q2 guidance signals a sequential revenue decline.

PATH MSFT NOW
SMCI Stock Gains 1.7% as $68.5B Forecast Overshadows Margin Dip
Earnings James Calloway

SMCI Stock Gains 1.7% as $68.5B Forecast Overshadows Margin Dip

SMCI shares rose 1.7% Friday as a $68.5B fiscal 2027 revenue forecast (30% above consensus) offset a 700-bps margin decline.

SMCI