Earnings News

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

SoFi Shares Decline Amid Analyst Target Cuts Ahead of Q1 Report
Earnings James Calloway

SoFi Shares Decline Amid Analyst Target Cuts Ahead of Q1 Report

SoFi Technologies shares dropped nearly 2% after analysts at KBW and Wells Fargo reduced their price targets. The financial technology company faces scrutiny over its loan portfolio ahead of its first-quarter earnings report later this month.

SOFI AFRM LC
Institutions Boost Netflix Holdings Ahead of Q1 Earnings Following Goldman Upgrade
Earnings James Calloway

Institutions Boost Netflix Holdings Ahead of Q1 Earnings Following Goldman Upgrade

Netflix saw significant institutional buying in Q4, with Stock Yards Bank & Trust boosting its stake by over 1,000% and Ethos Capital opening a new position. This comes ahead of the company's April 16 earnings report and a recent Goldman Sachs upgrade.

NFLX GS DIS WBD
Institutional Investors Adjust Alphabet Positions Ahead of Q1 Earnings
Earnings James Calloway

Institutional Investors Adjust Alphabet Positions Ahead of Q1 Earnings

Recent 13F filings show mixed institutional moves in Alphabet shares as the market awaits first-quarter results on April 29. Zevenbergen boosted its Class A position while two other firms reduced Class C holdings.

GOOG GOOGL
Shera Energy Reports Robust 35% Annual EPS Growth, Insider Ownership at 35%
Earnings James Calloway

Shera Energy Reports Robust 35% Annual EPS Growth, Insider Ownership at 35%

Shera Energy demonstrates strong financial performance with 35% annual EPS growth and a 30% revenue increase to ₹15 billion, supported by stable EBIT margins and significant insider ownership.

ENS
CenterPoint Energy Sees Divergent Institutional Moves Ahead of Q1 Report
Earnings James Calloway

CenterPoint Energy Sees Divergent Institutional Moves Ahead of Q1 Report

Institutional investors showed mixed sentiment toward CenterPoint Energy in Q4, with Aberdeen and Stratos cutting positions while Allspring added shares. The utility reports first-quarter results on April 23.

CNP
Oklo Insider Sales Clarified at $11M, Not $21M, Amid Revenue-Less 2025
Earnings James Calloway

Oklo Insider Sales Clarified at $11M, Not $21M, Amid Revenue-Less 2025

Regulatory filings show Oklo co-founders and the CFO sold approximately $10.9 million in shares, correcting earlier reports of $21 million in sales. The company reported no revenue and a significant net loss for 2025.

OKLO META MSFT GS C
UnitedHealth Shares Rally on Medicare Advantage Rate Decision Ahead of Q1 Report
Earnings James Calloway

UnitedHealth Shares Rally on Medicare Advantage Rate Decision Ahead of Q1 Report

UnitedHealth Group shares advanced following a finalized 2.48% increase to 2027 Medicare Advantage payment rates, which exceeds initial projections. The company is set to report first-quarter results on April 21 amid expectations for an earnings decline.

UNH HUM CVS XLV
Lumentum Earnings Preview: AI Optics Demand in Focus
Earnings James Calloway

Lumentum Earnings Preview: AI Optics Demand in Focus

Lumentum Holdings is set to report fiscal third-quarter results on May 5, with investors focused on its capacity to meet soaring demand for optical components critical for AI data centers.

LITE NVDA COHR AAOI XLK
Boeing's Q1 Report Pivotal as Record Backlog Meets Execution Doubts
Earnings James Calloway

Boeing's Q1 Report Pivotal as Record Backlog Meets Execution Doubts

Boeing shares rose 1.4% Monday amid a split analyst view ahead of first-quarter results. The aerospace giant's massive order book contrasts with persistent safety issues and financial pressures.

BA LMT
IBM's AI Ambitions Face Crucial Earnings Test Amid Mainframe Concerns
Earnings James Calloway

IBM's AI Ambitions Face Crucial Earnings Test Amid Mainframe Concerns

IBM shares slipped 0.7% to $246.43 Monday as investors focused on the upcoming April 22 earnings report, a key test for the company's AI strategy amid persistent concerns about mainframe demand and consulting performance.

IBM ANET MSFT GOOGL ARM BABA AMZN
Applied Digital's Q3 Report to Test AI Data Center Strategy Amid Heavy Debt
Earnings James Calloway

Applied Digital's Q3 Report to Test AI Data Center Strategy Amid Heavy Debt

Applied Digital's fiscal third-quarter results, due after Wednesday's close, will gauge whether lease revenue can offset a significant new debt load tied to its AI data center expansion. Options imply a 16.5% stock move.

APLD ORCL
Ambev Sees February Beer Volume Rebound, Sets April Payout Vote Amid Cost Pressures
Earnings James Calloway

Ambev Sees February Beer Volume Rebound, Sets April Payout Vote Amid Cost Pressures

Ambev's beer production in Brazil showed signs of recovery in February, though analysts warn inventory accumulation could lead to a March correction. The brewer has scheduled a shareholder meeting for April 30 to approve a R$10.90 billion distribution from 2025 profits.