Earnings News

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

KLA Stock Tumbles 8.7% Premarket on Cash Flow Concerns Despite Record Revenue
Earnings James Calloway

KLA Stock Tumbles 8.7% Premarket on Cash Flow Concerns Despite Record Revenue

KLA shares fell 8.7% premarket despite record revenue and upbeat guidance, as a 23.2% drop in free cash flow raised concerns about cash conversion.

KLAC AMAT LRCX ASML
Vertiv Shares Slide on Americas Revenue Miss Despite Strong Q4 Guidance
Earnings James Calloway

Vertiv Shares Slide on Americas Revenue Miss Despite Strong Q4 Guidance

Vertiv shares dropped 10.9% in premarket trading after Q2 revenue missed estimates by 3.1%, though adjusted EPS and cash flow exceeded expectations. Q4 guidance implies 50% year-over-year sales growth.

VRT
Teradyne Surges on AI Test Demand, Margin Concerns Linger
Earnings James Calloway

Teradyne Surges on AI Test Demand, Margin Concerns Linger

Teradyne shares rose 7% premarket after Q3 guidance beat estimates by 20%, driven by AI demand. However, margin compression and a sharper earnings decline raise concerns.

TER
Hermès Shares Tumble 10% on China Slowdown and Narrowing Growth
Earnings James Calloway

Hermès Shares Tumble 10% on China Slowdown and Narrowing Growth

Hermès shares dropped nearly 10% after Q2 sales growth of 6.7% disappointed investors, as Asia ex-Japan slowed to 2.5%.

MC JPM
Seagate Targets 50% Margins, Shares Rebound on AI Storage Demand
Earnings James Calloway

Seagate Targets 50% Margins, Shares Rebound on AI Storage Demand

Seagate shares rebounded 5.9% after projecting ~50% operating margins, with AI-driven data center revenue up 57% and strong Q4 results.

STX WDC
Ford Upgrades 2026 Profit Forecast; Blue, Pro Drive 75% of Gain
Earnings James Calloway

Ford Upgrades 2026 Profit Forecast; Blue, Pro Drive 75% of Gain

Ford Motor Company (NYSE:F) raised its 2026 adjusted EBIT midpoint to $10.5 billion, with Ford Blue and Ford Pro contributing 75% of the $1 billion upgrade. Shares rose 4.75% in premarket trading.

F GM
SoFi Faces Margin Test as Q2 Earnings Approach
Earnings James Calloway

SoFi Faces Margin Test as Q2 Earnings Approach

SoFi Technologies (SOFI) stock edged higher in pre-market trading ahead of its Q2 earnings release, with investors focused on the company's ability to hit a 38% adjusted EBITDA margin in the second half.

SOFI
Visa Shares Edge Lower Despite Earnings Beat as Cross-Border Revenue Growth Lags
Earnings James Calloway

Visa Shares Edge Lower Despite Earnings Beat as Cross-Border Revenue Growth Lags

Visa's Q3 earnings beat estimates, but shares fell premarket as international transaction revenue growth lagged cross-border volume, raising concerns about revenue conversion.

V MA
Nokia Shares Slide as AI Orders Outpace Revenue, Profit Outlook Adjusted
Earnings James Calloway

Nokia Shares Slide as AI Orders Outpace Revenue, Profit Outlook Adjusted

Nokia shares declined 0.95% to €7.75 as AI and cloud orders reached 6.3 times Q2 sales, but the raised profit outlook is due to accounting factors.

Nvidia's $238B Market Value Erodes Amid AI Investment Doubts
Earnings James Calloway

Nvidia's $238B Market Value Erodes Amid AI Investment Doubts

Nvidia shares slipped in premarket trading Wednesday after losing $238 billion in market value over two sessions, as investors question AI spending sustainability.

NVDA META MSFT AMZN
Intel Stock Dips as Focus Shifts to AI Revenue Quality
Earnings James Calloway

Intel Stock Dips as Focus Shifts to AI Revenue Quality

Intel shares slipped 1.6% to $84.96 in premarket trade Wednesday as investors question the quality of AI revenue growth, despite a 59% jump in data-center and AI revenue.

INTC
SK hynix Faces Record Earnings Test After $140B Market Cap Wipeout
Earnings James Calloway

SK hynix Faces Record Earnings Test After $140B Market Cap Wipeout

SK hynix shares fell 14.65% in Seoul, erasing ₩190 trillion in market cap as investors await record Q2 earnings amid concerns over China supply and AI spending.

MU SNEX NVDA