Earnings News

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

Arista Networks Surges 10% on Strong Q3 Guidance and Raised 2026 Forecast
Earnings James Calloway

Arista Networks Surges 10% on Strong Q3 Guidance and Raised 2026 Forecast

Arista Networks (ANET) shares surged over 10% after issuing Q3 revenue guidance of $3.3 billion and raising its 2026 outlook to $12.6 billion, driven by strong AI and core networking demand.

ANET RJF BAC
CVS Raises Guidance as Aetna Powers Q2 Beat
Earnings James Calloway

CVS Raises Guidance as Aetna Powers Q2 Beat

CVS Health raised its 2026 EPS outlook after a strong Q2, with Aetna contributing nearly all of the operating-profit increase. The stock rose in premarket trading.

CVS LLY UNH
Palantir's AI Surge: U.S. Dominance Drives 29% Rally, Valuation at 48x Sales
Earnings James Calloway

Palantir's AI Surge: U.S. Dominance Drives 29% Rally, Valuation at 48x Sales

Palantir shares jumped 29% after Q2 earnings crushed estimates, with U.S. customers driving 90% of revenue growth. Valuation now 48x 2026 sales.

PLTR MSFT AMZN SNOW DB JEF
SoFi's Rebound Puts the Spotlight on Its Ambitious H2 Margin Target
Earnings James Calloway

SoFi's Rebound Puts the Spotlight on Its Ambitious H2 Margin Target

SoFi Technologies (NASDAQ:SOFI) has fully recovered its post-earnings losses, but the stock's rally hinges on the company's ability to deliver a sharp margin expansion in the second half of 2026.

SOFI
Shopify Stock Soars 25% on Stellar Q2 Results and Upbeat Q3 Outlook
Earnings James Calloway

Shopify Stock Soars 25% on Stellar Q2 Results and Upbeat Q3 Outlook

Shopify (SHOP) shares surged 25% premarket after Q2 revenue climbed 34% and Q3 guidance exceeded expectations, with free cash flow up 55%.

SHOP
Kratos Surges on Q2 Beat, Government Solutions Drive Growth
Earnings James Calloway

Kratos Surges on Q2 Beat, Government Solutions Drive Growth

Kratos shares jumped 10.8% premarket after Q2 revenue beat, led by Government Solutions growth. The company raised its FY2026 revenue outlook.

KTOS PIPR AVAV
Cipher Digital's Q2 Miss and Cash Constraints Trigger 15.7% Selloff
Earnings James Calloway

Cipher Digital's Q2 Miss and Cash Constraints Trigger 15.7% Selloff

Cipher Digital shares tumbled 15.7% after Q2 revenue and EPS missed consensus, with 82% of cash restricted for projects, sparking valuation concerns.

CIFR HUT WULF IREN
Disney Beats Earnings Forecasts as Parks and Streaming Drive Profit Surge
Earnings James Calloway

Disney Beats Earnings Forecasts as Parks and Streaming Drive Profit Surge

Disney (NYSE:DIS) exceeded adjusted EPS expectations, though revenue slightly missed. Parks and streaming fueled an 84% profit jump, sending shares up 3.3%.

DIS CMCSA
Lilly's Q2 Growth Hinges on Mounjaro, Zepbound as Sales Projection Leans Heavily on Weight-Loss Franchise
Earnings James Calloway

Lilly's Q2 Growth Hinges on Mounjaro, Zepbound as Sales Projection Leans Heavily on Weight-Loss Franchise

Eli Lilly (LLY) is set to report Q2 earnings Wednesday, with Mounjaro and Zepbound expected to contribute 98% of revenue growth. Pre-market shares rose 2.2% after a five-day slide.

LLY NVO
Uber's Cash Conversion Under the Microscope Ahead of Q2 Results
Earnings James Calloway

Uber's Cash Conversion Under the Microscope Ahead of Q2 Results

Uber (UBER) reports Q2 earnings amid concerns that booking growth isn't translating into cash, as it prepares a $14.8B Delivery Hero acquisition.

UBER LYFT DASH
Ondas Surges $781M in Two Days Ahead of Q2 Report
Earnings James Calloway

Ondas Surges $781M in Two Days Ahead of Q2 Report

Ondas Inc. (ONDS) added $781M in market cap over two days, fueled by the appointment of ex-Mossad chief David Barnea, ahead of its Q2 earnings on August 13.

ONDS AVAV KTOS
Digital Turbine Stock Soars 28% on Strong Q1 and Raised Guidance
Earnings James Calloway

Digital Turbine Stock Soars 28% on Strong Q1 and Raised Guidance

Digital Turbine (APPS) surged 28% premarket after Q1 revenue and EBITDA beat, with raised FY2027 guidance highlighting improved margins.

APPS