Earnings News

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

Oscar Health Shares Surge 5% as Q1 Profit Doubles, 2026 Forecast Maintained
Earnings James Calloway

Oscar Health Shares Surge 5% as Q1 Profit Doubles, 2026 Forecast Maintained

Oscar Health reported Q1 net income of $679M, more than double last year, with revenue up 53% to $4.65B. Shares rose 5.3% as the company reaffirmed its 2026 guidance.

OSCR
Palantir Drops Despite Record Revenue; Commercial Miss Triggers Selloff
Earnings James Calloway

Palantir Drops Despite Record Revenue; Commercial Miss Triggers Selloff

Palantir shares slipped 1.4% to $134.04 despite record quarterly revenue of $1.63B. A $10M miss in U.S. commercial revenue triggered the decline, even as the company raised 2026 guidance.

PLTR META
Arm Holdings Shares Rally Ahead of Q4 Results on AI Infrastructure Optimism
Earnings James Calloway

Arm Holdings Shares Rally Ahead of Q4 Results on AI Infrastructure Optimism

Arm Holdings shares jumped 11% to $231.42 ahead of its fiscal Q4 earnings, buoyed by AI infrastructure demand and AMD's strong outlook. UBS raised its price target to $245.

ARM AMD INTC NVDA META
IonQ Q1 Earnings: Quantum Growth Meets Market Reality
Earnings James Calloway

IonQ Q1 Earnings: Quantum Growth Meets Market Reality

IonQ reports Q1 earnings with revenue of $49.8M and a loss of 46 cents per share. Shares rose 2.6% to $49.26 as investors weigh growth against risks.

IONQ
Kraft Heinz Q1 Sales Beat Fuels CEO's Turnaround Strategy
Earnings James Calloway

Kraft Heinz Q1 Sales Beat Fuels CEO's Turnaround Strategy

Kraft Heinz beat Q1 sales estimates, sending shares up 3.6%. CEO Steve Cahillane's $600M turnaround plan gets an early boost as brand investment ramps up.

KHC
CVS Health Upgrades 2026 Profit View as Aetna Cost Controls Boost Q1 Results
Earnings James Calloway

CVS Health Upgrades 2026 Profit View as Aetna Cost Controls Boost Q1 Results

CVS Health raised its 2026 profit outlook after a strong Q1, with revenue topping $100 billion and Aetna's medical benefit ratio improving to 84.6%. Shares surged 9%.

CVS
Earnings James Calloway

Disney Beats Q2 Estimates as Streaming Profits Surge, Parks Hold Steady

Disney topped Q2 expectations with streaming profits surging 88% and parks revenue steady. New CEO Josh D'Amaro targets 12-16% EPS growth for fiscal 2026.

DIS NFLX WBD
Marvell's AI Rally Faces Key Earnings Test in May
Earnings James Calloway

Marvell's AI Rally Faces Key Earnings Test in May

Marvell Technology reports fiscal Q1 2027 earnings on May 27, testing its AI-driven stock rally. Investors eye Nvidia partnership and data-center revenue.

MRVL NVDA AMD GOOGL MSFT AMZN META AVGO
CoreWeave Faces $66.8B Backlog Test as Q1 Earnings Loom
Earnings James Calloway

CoreWeave Faces $66.8B Backlog Test as Q1 Earnings Loom

CoreWeave reports Q1 earnings after the close May 7, with a $66.8B backlog and major deals with Meta, Anthropic, and Jane Street. Investors eye execution risks.

META MSFT NVDA CRWV
Uber's Strong Bookings Forecast Puts Pressure on Lyft Ahead of Earnings
Earnings James Calloway

Uber's Strong Bookings Forecast Puts Pressure on Lyft Ahead of Earnings

Uber forecast Q2 gross bookings of $56.25-$57.75B, above estimates, after a Q1 revenue miss. Shares rose ~8% premarket. Lyft reports after Thursday's close.

UBER LYFT
Verizon Shifts Strategy: Ends Blanket Free Phone Offers, Targets Retention
Earnings James Calloway

Verizon Shifts Strategy: Ends Blanket Free Phone Offers, Targets Retention

Verizon CEO Dan Schulman ends blanket free phone and line offers, shifting to targeted retention. The carrier added 55,000 postpaid subscribers in Q1, its first positive Q1 since 2013.

VZ T TMUS CHTR
Novo Nordisk Shares Surge on Strong Wegovy Pill Sales, Upgraded 2026 Outlook
Earnings James Calloway

Novo Nordisk Shares Surge on Strong Wegovy Pill Sales, Upgraded 2026 Outlook

Novo Nordisk raised its 2026 guidance after Wegovy pill prescriptions topped 2 million, sending shares up 9.2%. The company now expects a smaller decline in sales and profit this year.

NVO LLY