Earnings News

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

Transocean Shares Rebound as Valaris Merger Spread Narrows Ahead of Q2 Results
Earnings James Calloway

Transocean Shares Rebound as Valaris Merger Spread Narrows Ahead of Q2 Results

Transocean shares climbed 4.7% on Friday, reducing the merger spread with Valaris to 2.35% ahead of Q2 earnings. The deal remains on track for H2 2026 close pending regulatory approvals.

RIG VAL NE SDRL EQNR USO
Nokia Stock Slips 13% as Investors Question AI Revenue Growth
Earnings James Calloway

Nokia Stock Slips 13% as Investors Question AI Revenue Growth

Nokia shares dropped 13% after Q2 results, despite an earnings beat, as investors focus on AI revenue concentration and cash flow challenges.

GlobalFoundries Faces Earnings Test After Photonics Grant Boost
Earnings James Calloway

GlobalFoundries Faces Earnings Test After Photonics Grant Boost

GlobalFoundries (GFS) shares dropped 6.6% last week as investors await Q2 earnings, even as a $300M photonics grant proposal offers long-term support but raises dilution questions.

GFS SOXX TSM TSEM
MercadoLibre Stock Climbs Ahead of Q2 Report Despite Profit Forecast Slash
Earnings James Calloway

MercadoLibre Stock Climbs Ahead of Q2 Report Despite Profit Forecast Slash

MercadoLibre (MELI) shares rose 4.2% ahead of Q2 earnings, even as analysts slashed EPS forecasts by 22.4%. Revenue growth is strong, but margin pressure and valuation remain key concerns.

MELI AMZN NU
Coca-Cola Stock Surges 6.5% on Strong Volume, H2 Outlook Brightens
Earnings James Calloway

Coca-Cola Stock Surges 6.5% on Strong Volume, H2 Outlook Brightens

Coca-Cola shares climbed 6.5% last week, beating the S&P 500, as global volume rose 5% and the company lifted its full-year EPS guidance.

KO PEP KDP MNST
Intel stock dips despite strong quarter; pricing drives growth
Earnings James Calloway

Intel stock dips despite strong quarter; pricing drives growth

Intel (INTC) closed Friday at $90.20, down 2.3% despite 25% sales growth. Server prices rose 48% while units grew only 9%, raising questions about growth quality.

INTC AMD
Starbucks Beats Earnings but Margin Growth Stays Modest
Earnings James Calloway

Starbucks Beats Earnings but Margin Growth Stays Modest

Starbucks delivered strong Q3 sales and earnings beats, yet North American margins improved only slightly. Shares rose 1.9% for the week as guidance was raised.

SBUX CMG MCD BROS QSR
Apple Slides as Tariff Rebates Mask Core Earnings Weakness
Earnings James Calloway

Apple Slides as Tariff Rebates Mask Core Earnings Weakness

Apple shares dropped nearly 7% on Friday after it emerged that tariff refunds accounted for about 85% of its earnings beat, raising doubts about the sustainability of its growth.

AAPL NVDA MSFT
Amazon Soars 15% as AWS Profit Surge Backs $220B AI Spend
Earnings James Calloway

Amazon Soars 15% as AWS Profit Surge Backs $220B AI Spend

Amazon shares jumped 15.3% after AWS profit growth hit 78% of total operating income, supporting a $220 billion capex plan for 2026.

AMZN MSFT GOOGL
MP Materials Q2 Preview: Price Support Dominates Earnings Outlook
Earnings James Calloway

MP Materials Q2 Preview: Price Support Dominates Earnings Outlook

MP Materials (NYSE:MP) reports Q2 earnings Thursday with Q1 price-protection income topping EBITDA. Analysts expect a loss despite surging NdPr sales.

MP USAR UUUU CRML FDS JPM
Nu Holdings Faces Credit Quality Test as Stock Lags Brazilian Rivals
Earnings James Calloway

Nu Holdings Faces Credit Quality Test as Stock Lags Brazilian Rivals

Nu Holdings (NU) shares trailed Brazilian fintech peers last week. Q1 credit surged 40% but risk-adjusted margins fell, raising concerns ahead of Q2 earnings on Aug. 13.

NU MELI STNE PAGS
UiPath Stock Rebounds 18% as Buybacks Soften ARR Growth Miss
Earnings James Calloway

UiPath Stock Rebounds 18% as Buybacks Soften ARR Growth Miss

UiPath (PATH) shares jumped 18% after share buybacks helped cushion a softer ARR outlook. Cash reserves support valuation despite growth concerns.

PATH PEGA APPN NOW PLTR