FDS
NYSE · Financial Services
Factset Research Systems Inc
$285.57
+10.99 (+4.00%)
FDS News30 articles
Cisco's AI Pivot: Can It Turn $9B Orders Into Profits?
Cisco Systems (CSCO) has rallied 57.6% this year, but investors now question its ability to convert $9B in AI orders into sustained revenue growth ahead of Wednesday's earnings.
Snap Shares Dip as Subscriptions Drive Q2 Growth
Snap's Q2 revenue rose 19% to $1.599B, with direct revenue up 85% and accounting for 57% of growth. Shares fell 7.9% midweek as investors await proof of sustainability.
Coeur Mining Stock Rebounds Despite Q2 Free Cash Flow Per Share Dip
Coeur Mining (CDE) recovered 5.4% in premarket trading after Thursday's drop, but Q2 free cash flow per share slipped 1.9% as guidance was lowered.
DoorDash Q3 Margin Outlook Beats, But 99x P/E Leaves No Room for Error
DoorDash's Q3 margin outlook beat estimates, but its 99x P/E leaves little room for error. Q2 EBITDA topped, but EPS missed by a penny.
Coupang Stock Slips 4.4% as Customer Rebound Outpaces Margin Recovery
Coupang (CPNG) dropped 4.4% as customer growth outpaced margin recovery. Q2 revenue missed estimates, and a $410M fine weighed on results.
Dell's AI Backlog Hits $51.3B, But Margin Concerns Loom
Dell's AI backlog of $51.3B covers 117% of the revenue needed to hit FY27 targets, but concerns about margins and competition weigh on the stock.
Nvidia's Valuation Gap Masks $2.5 Trillion Hurdle
Nvidia (NVDA) closed up 2.6% at $211.94, yet the average analyst target implies a $2.5 trillion market cap increase, raising concerns about scale and valuation.
Netflix Ad Push Faces Valuation Test as Stock Lags Market Rally
Netflix shares underperformed the broader market as its new short-video initiative aims to boost advertising revenue to $3 billion, but valuation concerns persist.
MP Materials Q2 Preview: Price Support Dominates Earnings Outlook
MP Materials (NYSE:MP) reports Q2 earnings Thursday with Q1 price-protection income topping EBITDA. Analysts expect a loss despite surging NdPr sales.
McDonald's Stock Climbs as Q2 Profit Estimates Slip Ahead of Earnings
McDonald's (MCD) shares advanced 2.2% last week, outperforming the broader market, even as analysts trimmed Q2 profit estimates by 2.9%. All eyes are on Tuesday's earnings report.
Western Union stock slides 11% as digital shift erodes per-transaction revenue
Western Union shares fell 11% after Q2 earnings missed estimates and full-year guidance was slashed, as digital transaction growth weighed on per-transaction revenue and margins.
JetBlue Shares Surge on Oil Drop Ahead of Q2 Earnings
JetBlue shares climbed 2.5% to $5.40 as falling oil prices lifted the airline sector ahead of Tuesday's Q2 earnings report.
TSMC Shares Dip 2.29% on Friday; ADR Discount Widens to 14.4%
Taiwan Semiconductor Manufacturing Co (TSMC) fell 2.29% to NT$2,350 on Friday, widening the ADR discount to 14.4% as Asian markets declined amid rising oil prices and AI uncertainty.
MaxLinear Stock Dips 11% Despite Q3 Guidance Beat
MaxLinear (MXL) dropped 11.2% after hours despite Q3 revenue guidance of $215 million, beating estimates by 23.6% and showing strong margin improvement.
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.
S&P 500 Edges Lower Despite Strong Earnings; Chip Sector Dominance in Focus
The S&P 500 slipped 0.19% on Monday, with strong Q2 earnings offset by chip sector concentration concerns. Focus shifts to AI outlooks as key reports loom.
Steel Dynamics Q2 earnings beat estimates as steel profit per ton jumps 26%
Steel Dynamics (STLD) reported Q2 earnings that topped estimates, with steel operating profit per ton surging 26% from the prior quarter. Shares fell over 2% in after-hours trading.
AT&T Stock Edges Up Ahead of Key Cash Flow Test
AT&T shares climbed 0.5% to $21.93 as investors await Q2 results and a critical cash flow assessment. The company targets at least $18 billion in free cash flow for 2026.
Value Funds See $3B Inflow as Chip Rout Sparks Rotation
Investors moved $3 billion into value stocks after a chip sector downturn, while growth funds lost $7.18 billion. Energy led Friday's gains despite outflows.
Magnificent Seven Face AI Profit Margin Squeeze as Earnings Season Begins
The Magnificent Seven's earnings growth advantage over the S&P 500's other 493 companies has narrowed from 45.8 to 8.3 points, intensifying focus on their AI spending.
Annaly's High Dividend Faces Scrutiny Ahead of Earnings
Annaly Capital Management's 13% forward yield is under pressure as Q2 earnings approach, with dividend coverage razor-thin and market rates rising.
Chip Sector Slide Masks Broad Earnings Strength in S&P 500
S&P 500 fell 0.51% to 7,533.77 as chip stocks dropped 4.3%, offsetting earnings beats from 75% of components. UnitedHealth and Morgan Stanley reported strong results.
Humana Stock Slides 3.6% as High Valuation Meets Earnings Reality Check
Humana shares dropped 3.6% on Thursday, giving back an initial 4.1% rise, as investors reassess the stock's premium valuation ahead of its July 29 earnings report.
Oil Surge Hits Tech Stocks as Rate Hike Bets Rise
Brent crude surged 13% in two days, raising concerns for AI stocks as Fed rate hike odds increased. The semiconductor index fell 4.78%.
S&P 500 Tech Dip Masks Rotation to Financials as Bank Earnings Loom
The S&P 500 dropped 0.8% as tech and chip stocks tumbled, but the equal-weight version slipped just 0.03%, signaling a rotation into financials ahead of bank earnings.
Narrow Tech Selloff Masks Broad Market Resilience as Rotation Plays Out
While the Nasdaq fell 0.9% on a memory-chip selloff, the equal-weight S&P 500 rose 0.18%, indicating the selling is narrow and a rotation into energy and defensive stocks is underway.
Healthcare Earnings Test: J&J, UnitedHealth, Abbott in Focus After Sector's 9% Drop
Major healthcare stocks report this week as the sector's 9% earnings decline goes under the microscope. J&J, UnitedHealth, and Abbott are key to determining if the drop is real or just a one-off.
Clorox Stock Rises 3.8% But Dividend Cushion Thins
Clorox (CLX) shares rose 3.8% in New York, but the 5% dividend yield faces a squeeze as the payout ratio reaches 89% of adjusted earnings.
Navigator Holdings Soars Amid Valuation Concerns; Asian Markets Plunge on Iran Strike
Navigator Holdings stock shows strong gains despite valuation concerns, while Asian and Indian markets plunge sharply following US-Israeli strikes on Iran, triggering a surge in oil prices and broad risk-off sentiment.
S&P Global Shares Drop 7% on Disappointing 2026 Profit Outlook
S&P Global stock fell sharply after its 2026 adjusted EPS forecast of $19.40-$19.65 missed the $19.94 consensus, with investors eyeing billed issuance data and the timing of its Mobility spin-off.