Earnings News

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

Microsoft's Cash Engine Outshines Meta's AI Splurge
Earnings James Calloway

Microsoft's Cash Engine Outshines Meta's AI Splurge

Microsoft added $450B in market value on robust free cash flow, while Meta lost $120B amid heavy AI spending, highlighting the importance of cash conversion.

MSFT META NVDA
Monolithic Power Systems Surges 10% After-Hours on Strong AI Demand and Q3 Guidance
Earnings James Calloway

Monolithic Power Systems Surges 10% After-Hours on Strong AI Demand and Q3 Guidance

Monolithic Power Systems (MPWR) rose 10% after-hours as Q2 revenue beat estimates and Q3 guidance exceeded consensus by 16.5%, with Enterprise Data and Communications driving 93% of growth.

MPWR ADI TXN
Western Union Shares Tumble 14% on Profit Warning, Dividend Yield Soars
Earnings James Calloway

Western Union Shares Tumble 14% on Profit Warning, Dividend Yield Soars

Western Union (WU) shares plunged 14% after slashing its 2026 profit outlook, with the dividend yield rising to 13.5% as Q2 earnings missed estimates.

WU IMXI
AXT Soars on AI Wafer Demand, Strong Margins and Guidance
Earnings James Calloway

AXT Soars on AI Wafer Demand, Strong Margins and Guidance

AXT stock jumped 57% after a Q2 beat and strong Q3 guidance, fueled by AI-driven demand for indium-phosphide wafers and robust margin expansion.

AXTI LITE
Tempus AI Dips After Hours Despite Q2 Beat; Focus Shifts to H2 Profitability
Earnings James Calloway

Tempus AI Dips After Hours Despite Q2 Beat; Focus Shifts to H2 Profitability

Tempus AI slipped 2.6% in after-hours trade despite a slight Q2 revenue beat and raised full-year guidance, as markets scrutinize the company's ability to ramp margins in the second half.

TEM PSNL GH NTRA AZN
JetBlue Rides Fare Hikes to 6% Gain Despite Fuel Surge and Debt Concerns
Earnings James Calloway

JetBlue Rides Fare Hikes to 6% Gain Despite Fuel Surge and Debt Concerns

JetBlue (JBLU) shares climbed 6.2% as higher fares helped offset a sharp rise in fuel costs, though the airline's net loss widened to $247 million and its heavy debt load remains a concern.

JBLU AAL UAL DAL
First Solar Shares Surge 3.4% on Q2 Earnings Beat, Boosted by Tariff Refund
Earnings James Calloway

First Solar Shares Surge 3.4% on Q2 Earnings Beat, Boosted by Tariff Refund

First Solar (FSLR) shares surged 3.4% after Q2 earnings of $3.92 per share topped the $2.99 consensus, with a $88.6 million tariff refund lifting gross margin to 57.3%. Revenue matched forecasts at $1.06 billion.

FSLR
Reddit stock dips 9% after-hours despite Q2 earnings beat as US user growth stalls
Earnings James Calloway

Reddit stock dips 9% after-hours despite Q2 earnings beat as US user growth stalls

Reddit shares dropped 9.3% in after-hours trading despite a Q2 earnings beat, as U.S. daily active users flattened and revenue growth is expected to slow in Q3.

RDDT GOOGL META
Rivian Stock Rises on Q2 Beat, But Software Props Up Profit
Earnings James Calloway

Rivian Stock Rises on Q2 Beat, But Software Props Up Profit

Rivian shares climbed after Q2 results exceeded expectations, but gross profit was entirely driven by software, masking an automotive segment loss.

RIVN LCID
Roblox Shares Tumble 12% as Weak Q3 Bookings Forecast Dampens Cash Flow Optimism
Earnings James Calloway

Roblox Shares Tumble 12% as Weak Q3 Bookings Forecast Dampens Cash Flow Optimism

Roblox shares dropped 12% in after-hours trading after issuing a disappointing Q3 bookings forecast, overshadowing better-than-expected Q2 revenue and cash flow.

RBLX
Ford Stock Retreats After CEO Warns of Chinese EV Threat to US Market
Earnings James Calloway

Ford Stock Retreats After CEO Warns of Chinese EV Threat to US Market

Ford shares gave up post-earnings gains after CEO Jim Farley warned Chinese automakers could enter the US market within 5-10 years. Q2 adjusted EPS beat estimates at $0.42, but Model e losses remain substantial.

F GM TSLA STLA
BigBear.ai Jumps 8% Pre-Earnings as H2 Revenue Targets Loom
Earnings James Calloway

BigBear.ai Jumps 8% Pre-Earnings as H2 Revenue Targets Loom

BigBear.ai shares climbed 8% ahead of earnings, as revenue projections indicate the second half must show greater strength to meet full-year guidance.

BBAI AI PLTR LDOS CACI BAH