Earnings News

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

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
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