Earnings News

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

Novavax Surges on Pfizer Deal, Q1 Revenue Beat Despite Weak Vaccine Sales
Earnings James Calloway

Novavax Surges on Pfizer Deal, Q1 Revenue Beat Despite Weak Vaccine Sales

Novavax reported Q1 revenue of $139.5M, beating estimates, driven by $30M from Pfizer's Matrix-M license. Shares rose further as licensing income offset weak COVID vaccine sales.

NVAX PFE SNY MRNA
Shake Shack Stock Tumbles 28% on Q1 Loss, Rising Beef Costs, and CFO Change
Earnings James Calloway

Shake Shack Stock Tumbles 28% on Q1 Loss, Rising Beef Costs, and CFO Change

Shake Shack shares plunged 28% on Thursday after the burger chain reported a quarterly loss and missed revenue estimates. Rising beef costs and a CFO transition added to investor concerns.

SHAK
IREN Stock Rises Ahead of Q3 Earnings; Mirantis Deal and AI Pivot Under Scrutiny
Earnings James Calloway

IREN Stock Rises Ahead of Q3 Earnings; Mirantis Deal and AI Pivot Under Scrutiny

IREN Ltd. shares rose 1.6% to $61.94 ahead of fiscal Q3 earnings, with focus on AI cloud revenue from its $625M Mirantis deal and the new Sweetwater 1 data center.

IREN MSFT DELL
SoundHound AI Earnings Preview: Options Signal 16% Swing as OASYS Launch and LivePerson Deal Loom
Earnings James Calloway

SoundHound AI Earnings Preview: Options Signal 16% Swing as OASYS Launch and LivePerson Deal Loom

SoundHound AI shares rose 2.3% to $9.59 ahead of Q1 earnings. Options pricing implies a nearly 16% swing. Wall Street expects $42.56M in revenue and a 5-cent loss per share.

SOUN
Beyond Meat Plunges 14% on Weak Q2 Forecast Amid Plant-Protein Rebrand
Earnings James Calloway

Beyond Meat Plunges 14% on Weak Q2 Forecast Amid Plant-Protein Rebrand

Beyond Meat shares tumbled 14% after the company projected Q2 revenue of $60-$65 million, below analyst expectations, as Q1 sales continued to decline.

BYND
Lumentum's AI Sales Surge 90% but Stock Falls on Revenue Miss
Earnings James Calloway

Lumentum's AI Sales Surge 90% but Stock Falls on Revenue Miss

Lumentum's fiscal Q3 revenue surged 90% year over year to $808.4M, driven by AI demand, but the stock dropped 5% on a slight revenue miss and supply bottlenecks.

LITE NVDA COHR
Whirlpool Shares Tumble 20% on Profit Warning, Dividend Suspension, and Iran Conflict Impact
Earnings James Calloway

Whirlpool Shares Tumble 20% on Profit Warning, Dividend Suspension, and Iran Conflict Impact

Whirlpool shares fell 20% after cutting its 2026 profit outlook, suspending dividends, and blaming the Iran war for a sharp drop in U.S. appliance demand.

WHR
McDonald's Q1 Earnings Beat: Value Strategy Under Scrutiny as U.S. Traffic Wavers
Earnings James Calloway

McDonald's Q1 Earnings Beat: Value Strategy Under Scrutiny as U.S. Traffic Wavers

McDonald's beat Q1 earnings estimates with revenue up 9% to $6.517B, but U.S. same-store sales missed targets and traffic was uneven, testing value meal strategy.

MCD QSR
Celsius Hits Record Revenue on Alani Nu, Rockstar Strength
Earnings James Calloway

Celsius Hits Record Revenue on Alani Nu, Rockstar Strength

Celsius posted record Q1 revenue of $782.6M, up 138%, beating analyst estimates. Shares jumped 10% premarket as Alani Nu and Rockstar drove growth, though gross margin slipped to 48.3%.

CELH
Datadog Shares Surge on Q1 Earnings Beat and AI-Driven Revenue Outlook
Earnings James Calloway

Datadog Shares Surge on Q1 Earnings Beat and AI-Driven Revenue Outlook

Datadog shares surged 24.4% in premarket trading after Q1 revenue rose 32% to $1.006B and adjusted EPS of $0.60 beat estimates. The company raised its 2026 revenue outlook to $4.34B, citing AI-driven demand.

DDOG
AppLovin's AI-Driven Q1 Surge and Bullish Outlook Rekindle Investor Interest
Earnings James Calloway

AppLovin's AI-Driven Q1 Surge and Bullish Outlook Rekindle Investor Interest

AppLovin posted Q1 revenue of $1.84 billion (up 59%) and a Q2 outlook above estimates, fueled by its AI ad platform. Shares fell 1.9% premarket after initial gains.

APP
DoorDash's $100M Fuel Aid Highlights Gig Economy Cost Pressures
Earnings James Calloway

DoorDash's $100M Fuel Aid Highlights Gig Economy Cost Pressures

DoorDash is spending $100M on driver gas relief in H1 2026, with Q1 orders up 27% but revenue missing estimates. Shares rose 11% on higher Q2 guidance.

DASH