Earnings News

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

ServiceNow Faces cRPO Growth Hurdle Ahead of Q2 Earnings Release
Earnings James Calloway

ServiceNow Faces cRPO Growth Hurdle Ahead of Q2 Earnings Release

ServiceNow needs to exceed 20.5% cRPO growth to satisfy investor expectations ahead of its Q2 earnings report, with the stock closing at $102.06.

NOW MS CRM WDAY TEAM
IBM Faces $10.9B Cash Flow Challenge Ahead of Q2 Report
Earnings James Calloway

IBM Faces $10.9B Cash Flow Challenge Ahead of Q2 Report

IBM requires $10.9B in free cash flow in H2 2026 to hit its annual target, a 10% increase from last year. Shares fell 1.2% ahead of Q2 earnings.

IBM SF
Alphabet Stock Dips Ahead of Q2 Earnings as Capex Surge Outpaces Revenue Growth
Earnings James Calloway

Alphabet Stock Dips Ahead of Q2 Earnings as Capex Surge Outpaces Revenue Growth

Alphabet shares slipped 1.4% to $347.15 ahead of Q2 results, with capital expenditure expected to nearly double to $45 billion, outpacing revenue growth and raising concerns about investment returns.

GOOGL
Tesla Faces $3.4 Billion Cash Flow Swing as Q2 Capex Surges
Earnings James Calloway

Tesla Faces $3.4 Billion Cash Flow Swing as Q2 Capex Surges

Tesla's Q2 free cash flow is projected at negative $3.25 billion, driven by a surge in capital expenditures, as the company funds robotaxi expansion and AI initiatives.

TSLA MS
Ford Shares at Analyst Target, Premium Over GM Widens Ahead of Earnings
Earnings James Calloway

Ford Shares at Analyst Target, Premium Over GM Widens Ahead of Earnings

Ford shares hover near the analyst price target, trading at a 40% premium to GM on forward earnings. The market awaits Ford's July 28 report after GM raised guidance.

F GM
SoFi Shares Rise on 2026 Margin Outlook; H2 Target at 21%
Earnings James Calloway

SoFi Shares Rise on 2026 Margin Outlook; H2 Target at 21%

SoFi shares gained 1.6% to $17.29 as 2026 guidance points to a 21% adjusted net income margin in H2, with revenue needing an 11% run-rate increase.

SOFI
Nokia Stock Jumps 5% Ahead of H2 Margin Target Test
Earnings James Calloway

Nokia Stock Jumps 5% Ahead of H2 Margin Target Test

Nokia shares surged 5.3% on Tuesday as analysts project a second-half margin of 14.8%, more than double the first half, ahead of Thursday's Q2 earnings report.

Tesla Stock Rises as Q2 Deliveries Offset $3.25 Billion Cash Burn
Earnings James Calloway

Tesla Stock Rises as Q2 Deliveries Offset $3.25 Billion Cash Burn

Tesla stock rose 3.1% to $380.98 after Q2 deliveries reached a record 480,126, offsetting a projected $3.25 billion free cash flow deficit.

TSLA
Micron Surges 10% as Guidance Points to 7.7x Earnings Multiple
Earnings James Calloway

Micron Surges 10% as Guidance Points to 7.7x Earnings Multiple

Micron (MU) shares surged 10.4% to $955.79 after the company's Q4 guidance implied a 7.7x run-rate earnings multiple, though the stock remains 24% below its June high.

MU GOOGL MS
MSCI Shares Slide 11% as Expense Forecast Hike Dampens Record Revenue
Earnings James Calloway

MSCI Shares Slide 11% as Expense Forecast Hike Dampens Record Revenue

MSCI shares tumbled 10.7% despite record revenue, as a $45 million increase in 2026 expense guidance and earnings concentration in the index segment spooked investors.

MSCI SPGI FDS
Intel Soars 6.4% on Options Bets for Record $63B Post-Earnings Swing
Earnings James Calloway

Intel Soars 6.4% on Options Bets for Record $63B Post-Earnings Swing

Intel shares surged 6.4% on Tuesday, with options activity signaling a potential $63 billion swing after its Q2 report. The stock's 160% annual gain sets the stage for a pivotal earnings test.

INTC AMD TSM NVDA
Schwab Stock Nears $102 as 2026 Strategy Pivots on Steady Trading
Earnings James Calloway

Schwab Stock Nears $102 as 2026 Strategy Pivots on Steady Trading

Charles Schwab shares trade near $102 as the company outlines a 2026 strategy based on subdued trading, forecasting 18% revenue growth and margin expansion.

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