Earnings News

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

Cerebras Shares Tumble 18% as GAAP-Core Gap Tests Rich Valuation
Earnings James Calloway

Cerebras Shares Tumble 18% as GAAP-Core Gap Tests Rich Valuation

Cerebras (CBRS) shares slid 18% premarket as GAAP Q2 revenue missed estimates, despite core revenue beat. Rich 54x sales valuation leaves little room for accounting discrepancies.

Kroger Stock: 137 New Stores Could Offset 60 Closures
Earnings James Calloway

Kroger Stock: 137 New Stores Could Offset 60 Closures

Kroger (KR) may add 137 net new stores via the Giant Eagle acquisition, offsetting 60 closures and expanding its footprint by 5.1%.

KR
SoFi Surges 8% as Cooling Inflation Eases Rate Fears
Earnings James Calloway

SoFi Surges 8% as Cooling Inflation Eases Rate Fears

SoFi shares climbed 8.14% as softer inflation reduced the likelihood of a September Fed rate hike. The company boosted its 2026 revenue forecast while keeping its profit target unchanged.

SOFI
Super Micro Stock Jumps 19% on Strong Outlook, But Margin Concerns Loom
Earnings James Calloway

Super Micro Stock Jumps 19% on Strong Outlook, But Margin Concerns Loom

Super Micro (SMCI) shares jumped 19% on strong fiscal 2027 revenue guidance, but Q1 margin outlook indicates a potential 18.6% drop in gross profit.

SMCI CRWV DELL
Infleqtion Q2 Revenue Soars 116% but Cash Flow Hides $27.4M Timing Boost
Earnings James Calloway

Infleqtion Q2 Revenue Soars 116% but Cash Flow Hides $27.4M Timing Boost

Infleqtion reported record Q2 revenue of $12.6M, up 116% YoY, but its operating cash flow included a $27.4M timing benefit that will reverse in Q3. Shares fell 2.4% after hours.

Coherent Stock Slides 7% After AI-Optics Rally Fades
Earnings James Calloway

Coherent Stock Slides 7% After AI-Optics Rally Fades

Coherent (COHR) shares reversed sharply in after-hours trading, erasing an 8% rally despite a solid earnings beat, as investors seek faster margin expansion.

COHR LITE NVDA
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.