Earnings News
Quarterly earnings reports, revenue surprises, and EPS results from top companies. Follow earnings season with analyst estimates and post-earnings stock moves.
Meta's $125B AI Spending Test Looms as Analysts Eye $1,000+ Targets
Meta heads into earnings with $135B AI capex plan and analyst targets above $1,000. Investors watch for ad growth to fund massive infrastructure spending.
Stellantis Narrows Focus to Four Core Brands as Turnaround Strategy Takes Shape
Stellantis is set to concentrate future investment on Jeep, Ram, Peugeot, and Fiat, while other brands like Chrysler shift to regional roles, according to sources ahead of a May 21 strategy announcement.
Palantir Earnings Test Looms May 4 Amid AI Optimism and Political Risks
Palantir reports Q1 earnings on May 4, with Wall Street eyeing $1.54B in revenue. Analysts are split on AI-driven growth versus valuation and political headwinds.
Forestar Tightens 2026 Lot Outlook Amid Affordability Headwinds
Forestar Group trimmed its 2026 lot delivery forecast to 14,000-14,500 as Q2 sales dropped 14% despite a 7% revenue gain. D.R. Horton purchased 2,450 lots, but margin pressure persists.
SoFi Q1 Earnings: Loan Growth and Home Lending Push in Focus
SoFi Technologies reports Q1 earnings on April 29, with management guiding for $1.04B in adjusted net revenue and EPS of $0.12. The company's new digital HELOC and Real Estate Advisory Council signal a push into home lending.
Vistra Shares Surge 4.8% as Focus Shifts to AI-Led Power Demand Ahead of Earnings
Vistra Corp. shares rose 4.8% to $164.35 Friday, outperforming utility peers ahead of Q1 results on May 7. The company guides 2026 EBITDA of $6.8-$7.6 billion, with AI power demand a key driver.
D-Wave Shares Dip Ahead of Q1 Earnings as Market Seeks Revenue Proof
D-Wave Quantum shares slid 4.3% to $18.49 ahead of its Q1 earnings report on May 12, as investors seek evidence that its record bookings can translate into sustainable revenue.
Verizon Q1 Earnings: Subscriber Growth Key After Frontier Deal
Verizon will report Q1 earnings Monday, its first since closing the Frontier deal. Investors will scrutinize subscriber growth and broadband metrics after a strong Q4.
Lumentum Faces AI Demand Test as Earnings Approach After BlackRock Filing
Lumentum shares rose 4.1% to $881.64 ahead of its May 5 earnings report, as BlackRock disclosed a 7.3% stake and analysts raised price targets on AI data-center demand.
Coherent CFO Sells Shares Ahead of Q3 Results; Nvidia Deal in Focus
Coherent Corp CFO Sherri Luther sold 2,000 shares for $702,000 on April 22, ahead of the company's fiscal Q3 results due May 6. The sale follows Nvidia's $2 billion investment in March.
Visa Earnings Preview: Analysts Eye Consumer Spending Trends
Visa reports fiscal Q2 earnings April 28. Truist cuts price target to $361 but maintains Buy rating. Analysts expect $3.10 EPS on $10.74B revenue.
Amkor Technology Shares Surge Ahead of Q1 Earnings Amid AI Packaging Optimism
Amkor Technology shares surged 7.1% to $78.10 ahead of Q1 earnings. The company eyes AI packaging growth with $2.5-$3B in 2026 capex, but analysts remain divided.