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's August Rally Faces Earnings Test as Robotics Buzz Fades
Earnings James Calloway

Nvidia's August Rally Faces Earnings Test as Robotics Buzz Fades

Nvidia's 12% August gain faces a narrow earnings beat expectation. With data center dominance and robotics buzz, investors await Q2 results.

NVDA AMD AVGO
Disney Gains 2% on Kingdom Hearts Buzz, But Gaming Revenue Still Hidden
Earnings James Calloway

Disney Gains 2% on Kingdom Hearts Buzz, But Gaming Revenue Still Hidden

Disney shares climbed 2% on Friday amid Kingdom Hearts excitement, but the company still doesn't break out gaming revenue, leaving investors guessing about its true value.

DIS NFLX CMCSA AAPL
American Airlines Shares Tumble 7% as Profit Gap Widens
Earnings James Calloway

American Airlines Shares Tumble 7% as Profit Gap Widens

American Airlines shares dropped 7% after leadership changes failed to close a $1.13 billion profit gap with rivals. Analysts still see 31.5% upside.

AAL DAL UAL LUV
UiPath Shares Outpace Analyst Targets Amid Insider Sale
Earnings James Calloway

UiPath Shares Outpace Analyst Targets Amid Insider Sale

UiPath (PATH) ended the week up 6.4%, trading 18% above the average analyst target, even as the chief accounting officer sold $831,250 in stock.

PATH
Applied Materials Shares Slide 5% on Flat Margins Despite Strong Guidance
Earnings James Calloway

Applied Materials Shares Slide 5% on Flat Margins Despite Strong Guidance

Applied Materials (AMAT) dropped 5.2% despite strong Q4 revenue guidance, as unchanged gross margins raised questions about its 32x earnings valuation.

AMAT LRCX KLAC ASML
Cerebras Tumbles 5.3% as Valuation Concerns Override Strong Core Growth
Earnings James Calloway

Cerebras Tumbles 5.3% as Valuation Concerns Override Strong Core Growth

Cerebras (CBRS) fell 5.3% Friday as investors weighed a $51.8B valuation against strong core revenue growth and a widened GAAP loss.

NBIS NVDA CRWV
Plug Power Stock Climbs 6% as Service Contract Benefit Boosts Margins
Earnings James Calloway

Plug Power Stock Climbs 6% as Service Contract Benefit Boosts Margins

Plug Power shares gained 6% this week as a $15.7 million service-contract benefit helped narrow its gross margin to near breakeven, though revenue growth targets remain a challenge.

PLUG
Infleqtion Stock Surges 5.9% on Record Revenue, But Valuation Raises Eyebrows
Earnings James Calloway

Infleqtion Stock Surges 5.9% on Record Revenue, But Valuation Raises Eyebrows

Infleqtion shares rose 5.9% after Q2 revenue doubled and 2026 outlook was lifted, but the stock's 67x sales valuation and declining margins spark caution.

IONQ QBTS RGTI
Super Micro Stock Climbs on Robust Sales Outlook, Margin Squeeze Lingers
Earnings James Calloway

Super Micro Stock Climbs on Robust Sales Outlook, Margin Squeeze Lingers

Super Micro (SMCI) shares gained 1.5% as a $68.5B fiscal 2027 sales forecast offset concerns over a projected 19% drop in Q1 adjusted gross profit.

SMCI
Ondas Rebounds on Tariff News, Q4 Revenue Hurdle Looms
Earnings James Calloway

Ondas Rebounds on Tariff News, Q4 Revenue Hurdle Looms

Ondas shares recover after drone tariffs, but Q4 revenue target of $256M is steep. Q2 adjusted EBITDA loss widened.

ONDS UMAC AVAV
Nu Holdings Soars 10% on Record $1B Profit, Margin Expansion
Earnings James Calloway

Nu Holdings Soars 10% on Record $1B Profit, Margin Expansion

Nu Holdings (NU) surged 10% after posting its first $1B quarterly profit, with risk-adjusted net interest margin jumping to 12.4%, signaling strong operational leverage.

NU
Intuitive Machines Soars 9% on Record $1.76B Backlog Despite Q2 Miss
Earnings James Calloway

Intuitive Machines Soars 9% on Record $1.76B Backlog Despite Q2 Miss

Intuitive Machines shares rally 9% as record backlog of $1.76B outweighs Q2 earnings miss. Analysts adjust targets, citing strong contract visibility.

LUNR