Earnings Updates

Goldman Sachs stock rose after Q2 earnings crushed estimates, fueled by record trading and investment banking revenue.

Bank of America stock stayed flat despite beating Q2 estimates, as investors focus on second-half guidance and comps.

ASML stock rose after Q2 sales and margins beat guidance, with installed base strength and AI demand fueling a raised outlook.

Delta Air Lines stock fell despite beating Q2 earnings estimates, as rising fuel costs outpaced revenue growth per seat.

Operating margin held at 17% even as gross margin slipped, and PepsiCo's income statement shows why.

Delta's operating margin fell to 8% even as revenue grew 19%, the sharpest income statement gap in two years

AeroVironment stock surges 19% after a record $2B fiscal year, a $500M Army counter-drone contract, and strong demand across its drone and laser portfolio.

Nike stock drops 8% after hours despite beating Q4 estimates, as China sales slump 12% and sportswear weakness continues to weigh on the turnaround.

AeroVironment stock jumps 19% after record annual revenue of $1.98B and an earnings beat, despite softer fiscal 2027 EPS guidance.

Carnival stock drops 6% as Q3 guidance misses estimates despite a record Q2 beat, with Middle East conflict weighing on European bookings.

FedEx stock falls 6% after hours despite beating EPS and revenue estimates as fuel costs surge 66% and Freight spinoff clouds results.

Cerebras stock falls 10% after Q1 earnings as gross margin guidance disappoints despite 92% revenue growth.

Core & Main beat Q1 estimates with $1.9B in revenue and adjusted EPS of $0.72, even as residential volumes slid.

Oracle posted record results on 93% cloud infrastructure growth and a $638 billion RPO, with TIKR pointing to roughly 200% upside by 2030.

Netskope stock plunged 21% after earnings as widening losses and negative cash flow overshadowed 28% revenue growth. Here's what happened.

J.M. Smucker beat Q4 FY26 estimates on EPS and FCF while Uncrustables crossed $1 billion and free cash flow hit a company record.

SailPoint beat Q1 FY27 estimates on revenue and EPS as SaaS ARR grew 36% and the Agentic pipeline doubled quarter over quarter.

Free cash flow more than doubled to $74 million as Rubrik beat every Q1 FY2027 guided metric and lifted its annual outlook.

The market sold a record quarter. Ciena's $7.7B backlog and first Hyper-Rail win suggest the AI networking story is just beginning.

Enterprise cohorts accelerating for three-plus consecutive quarters. Samsara stock offers roughly 115% implied upside on TIKR's base case model.

Palo Alto Networks beat on every metric in Q3 FY2026 yet the stock fell. Here is why 55 analysts still say buy.

Lululemon Athletica stock sinks 11% after the company cuts its full-year guidance, citing weak North American demand and brand headwinds.

Five Below's turnaround is now five quarters deep: 23% comp growth, 158% EPS growth, and $8.85 in raised full-year guidance.

Ulta Beauty beat Q1 FY2026 EPS estimates by 12% and raised its buyback to $1.5B. The stock dropped 5% anyway.

Dollar General beat Q1 FY2027 EPS by 6%, expanded operating margin 40 basis points, and raised guidance. But analysts are still cutting targets.

Veeva Systems launched Falcon, its first agentic labor platform. Here's why TIKR models 89% total return from here through 2031.

CrowdStrike stock falls 10% despite a Q1 beat and raised guidance, as investors lock in profits after a 60% YTD rally on AI security demand.

Broadcom stock plunges 14% after Q2 revenue misses and CEO Hock Tan holds the AI chip forecast steady at $100 billion despite strong growth.