Earnings News

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

Rivian's Software Unit Drives Profit as Needham Reaffirms $23 Target
Earnings James Calloway

Rivian's Software Unit Drives Profit as Needham Reaffirms $23 Target

Needham reaffirms Buy on Rivian with a $23 price target, citing strong software margins. Q2 software gross profit of $215M offsets automotive losses, but cash burn and R2 ramp costs remain concerns.

RIVN
Venture Global (VG) Falls 7% on Q2 Revenue Miss Despite Raised Guidance
Earnings James Calloway

Venture Global (VG) Falls 7% on Q2 Revenue Miss Despite Raised Guidance

Venture Global (VG) slid 7.3% after Q2 revenue missed forecasts, even as the LNG exporter raised its 2026 profit outlook. Sales rose 48% but fell short of consensus.

VG
SMCI Stock Holds Steady as $60B Backlog Raises Cash Flow Concerns
Earnings James Calloway

SMCI Stock Holds Steady as $60B Backlog Raises Cash Flow Concerns

Super Micro Computer (SMCI) shares remained unchanged ahead of its Q4 earnings report, as the company's $60B order backlog raises cash conversion concerns. Analysts expect revenue of $11.56B and EPS of $0.96.

SMCI DELL HPE
Reddit Stock Holds Near Buyback Price Amid Search Traffic Concerns
Earnings James Calloway

Reddit Stock Holds Near Buyback Price Amid Search Traffic Concerns

Reddit (RDDT) shares hover just above Q2 buyback price as revenue jumps 61%, but US user growth slows and search traffic concerns persist.

RDDT GOOGL
SoFi Rebounds 8% as Revenue Outlook Rises, Profit Forecast Steady
Earnings James Calloway

SoFi Rebounds 8% as Revenue Outlook Rises, Profit Forecast Steady

SoFi shares climbed 8% after strong Q2 revenue, but the unchanged profit forecast leaves investors weighing growth against credit risk.

SOFI
CoreWeave's $99B Backlog Faces Margin Test Ahead of Q2 Report
Earnings James Calloway

CoreWeave's $99B Backlog Faces Margin Test Ahead of Q2 Report

CoreWeave (NASDAQ:CRWV) edges up 1.2% ahead of Q2 earnings; revenue expected to double to $2.56B, but investors eye margin pressure and $99B backlog.

CRWV NBIS SMCI NVDA JPM DB C PIPR WFC
Ford Rises on DBS Upgrade, Stronger 2026 Outlook
Earnings James Calloway

Ford Rises on DBS Upgrade, Stronger 2026 Outlook

Ford shares advanced after DBS upgraded the stock to Buy, lifting its price target to $17 on a stronger earnings forecast.

F
Aramark Stock Soars 10% on AI Data Center Demand and Raised Guidance
Earnings James Calloway

Aramark Stock Soars 10% on AI Data Center Demand and Raised Guidance

Aramark (ARMK) shares hit an all-time high after lifting its fiscal 2026 revenue outlook to 9%-10% growth, fueled by AI data center demand and a strong quarter.

ARMK
AST SpaceMobile Stock Climbs on $1.3B Backlog, H2 Revenue Hurdle Looms
Earnings James Calloway

AST SpaceMobile Stock Climbs on $1.3B Backlog, H2 Revenue Hurdle Looms

AST SpaceMobile shares gained 1.3% to $69.63 after Q2 revenue missed consensus, but contracted backlog rose to $1.30B. The company needs $103.7M-$153.7M in H2 revenue to hit its 2026 target.

ASTS
Cardinal Health Stock Hits Record High on Strong Fiscal 2027 Outlook
Earnings James Calloway

Cardinal Health Stock Hits Record High on Strong Fiscal 2027 Outlook

Cardinal Health shares surged to a record high after the company issued a fiscal 2027 earnings forecast that exceeded analyst expectations, driven by strong segment performance.

CAH MCK COR AHCO
eToro Beats Q2 Forecasts, Buys TradeZero for $231M to Expand US Reach
Earnings James Calloway

eToro Beats Q2 Forecasts, Buys TradeZero for $231M to Expand US Reach

eToro exceeded Q2 profit estimates and agreed to acquire TradeZero for up to $231 million, accelerating its US expansion amid shifting trading activity.

ETOR
Sandisk Gets Buy Rating and $1,600 Target Ahead of Investor Day
Earnings James Calloway

Sandisk Gets Buy Rating and $1,600 Target Ahead of Investor Day

Argus Research upgrades Sandisk to Buy with a $1,600 target, citing long-term contracts. Investor Day on Thursday will test the margin trade-off.

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