Earnings News

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

Cisco Raises AI Revenue Target to $7.5B, Stock Wavers on Margin Concerns
Earnings James Calloway

Cisco Raises AI Revenue Target to $7.5B, Stock Wavers on Margin Concerns

Cisco reported strong Q4 results and raised its AI revenue target to $7.5B for fiscal 2027, but margin compression and concentration risk weigh on sentiment.

CSCO
Amazon Stock Dips 1.2% as AWS Surge Clashes with $25.8B Cash Flow Drop
Earnings James Calloway

Amazon Stock Dips 1.2% as AWS Surge Clashes with $25.8B Cash Flow Drop

Amazon shares slipped 1.2% despite AWS revenue surging 37%, as free cash flow turned negative by $25.8 billion. Analysts still see about 20% upside.

AMZN GOOGL MSFT JPM
Alaska Air Shares Slide as Fuel Costs Outweigh Flight Scare
Earnings James Calloway

Alaska Air Shares Slide as Fuel Costs Outweigh Flight Scare

Alaska Air (ALK) shares dropped 1.7% Wednesday as fuel costs continue to pressure earnings, overshadowing a resolved security incident in Miami. Q3 fuel guidance offers some relief.

ALK DAL UAL LUV
Netflix Stock Slips 7.8% Ad Forecast Cut Deepens Investor Concerns
Earnings James Calloway

Netflix Stock Slips 7.8% Ad Forecast Cut Deepens Investor Concerns

Netflix (NFLX) slid to $74.23 as ad revenue forecasts were cut by 7.8%, overshadowing a strong buyback. Q2 revenue missed estimates, and the stock remains 41% below its 52-week high.

NFLX DIS CMCSA CHTR
Teradyne Soars 6% on AI Test Demand, Q3 Guidance Beats Estimates
Earnings James Calloway

Teradyne Soars 6% on AI Test Demand, Q3 Guidance Beats Estimates

Teradyne (TER) surged 6% after AI-related revenue topped 60% of Q2 sales and Q3 guidance beat estimates by 21%, underscoring strong chip-testing demand.

TER
Keel Infrastructure Gains 9.6% on Stronger Liquidity Despite Revenue Slump
Earnings James Calloway

Keel Infrastructure Gains 9.6% on Stronger Liquidity Despite Revenue Slump

Keel Infrastructure (KEEL) shares jumped 9.6% after reporting $819 million in liquidity, offsetting a 50% revenue decline. The company is in talks for AI data-center leases.

Brinker Soars 6% as Chili's Growth Streak Boosts FY2027 Outlook
Earnings James Calloway

Brinker Soars 6% as Chili's Growth Streak Boosts FY2027 Outlook

Brinker International (EAT) rallied 6% as Chili's comparable sales climbed 5.6%, marking a fifth consecutive year of growth, and FY2027 EPS guidance topped expectations.

EAT
Astronics Soars 15% as Backlog Hits Record 76% of Revenue Target
Earnings James Calloway

Astronics Soars 15% as Backlog Hits Record 76% of Revenue Target

Astronics (ATRO) jumped 15% after reporting record backlog of $780.6M, covering 76% of its raised revenue guidance. Q2 sales rose 27% and adjusted EBITDA more than doubled.

ATRO
Ondas Faces Steep H2 Revenue Hurdle Ahead of Q2 Earnings
Earnings James Calloway

Ondas Faces Steep H2 Revenue Hurdle Ahead of Q2 Earnings

Ondas Holdings (ONDS) shares were flat ahead of Q2 earnings, with a $406 million H2 revenue goal requiring near-triple quarterly growth. Analysts remain bullish despite high expectations.

ONDS
CAVA Shares Surge 16% on Strong Traffic, Boosting Market Value by $1.13B
Earnings James Calloway

CAVA Shares Surge 16% on Strong Traffic, Boosting Market Value by $1.13B

CAVA stock soared 16% after strong traffic and sales exceeded forecasts, lifting market value by $1.13B. Same-restaurant sales rose 9%, but margins slipped 60 bps.

CAVA CMG EAT
Riskified Stock Soars 7% on Strong Q2 Revenue and Raised Guidance
Earnings James Calloway

Riskified Stock Soars 7% on Strong Q2 Revenue and Raised Guidance

Riskified shares climbed 6.8% premarket after Q2 revenue jumped 22% to $98.7M and full-year guidance was raised. Gross margin fell to 46%.

RSKD
Cardinal Health Soars on Strong 2027 Outlook Despite Cash Flow Dip
Earnings James Calloway

Cardinal Health Soars on Strong 2027 Outlook Despite Cash Flow Dip

Cardinal Health (CAH) shares climbed 3.6% premarket after the company issued FY2027 adjusted EPS guidance of $12.40-$12.60, above consensus, despite a projected 25% decline in free cash flow.

CAH MCK COR