#earnings

#earnings

Shares fell from $266.90 at the November filing to $151.50 by late February, even as Zscaler beat on both lines. The stock has since rallied, climbing 27.84% over the past month to $188.82, though it remains down 18.92% year to date.

Walmart reported first-quarter revenue of $177.8 billion Thursday, up 7.3% from a year ago, while adjusted earnings per share rose 8.2%, to 66 cents. Walmart U.S. comparable sales rose 4.1%, driven by higher customer traffic and increased unit volumes. Global e-commerce sales jumped 26%, fueled by store-fulfilled delivery, pickup and marketplace growth.

Deere (NYSE: DE | DE Price Prediction) posted Q2 fiscal 2026 diluted EPS of $6.55, beating consensus estimates of $5.70 to $5.81, on revenue of $13.37 billion, up 5.0% year over year. Management held full-year net income guidance at $4.5 billion to $5.0 billion. And yet shares fell almost 8% intraday, and closed trading at $531.35, down 5.2% for the day.

Lenovo posted Q4 revenue of $21.6bn, up 27% year-on-year and roughly $2.2bn ahead of consensus, sending shares up about 15% on Friday in Hong Kong. Net profit attributable to shareholders jumped 479% to $521m, almost double the $271m analysts had penciled in, according to data compiled by CNBC.

Versant Media demonstrated robust performance in Q1 2026, managing to outperform broader industry declines. The company capitalized on its diversified portfolio, with notable growth in platforms and content licensing. This strategic focus helped mitigate the impact of ongoing challenges in the linear television market.

Futures are trading flat after a strong mid-week rally that saw all major indices close 1% or higher, following three consecutive ominous days. Waiting all day for the close in anticipation of Nvidia's earnings, which came after the bell, all the major indices exploded higher in a solid relief rally. Falling oil prices and bond yields, along with strong earnings from some big-box retailers, were all cited as reasons for the mid-week blast off.

Baidu (BIDU) stock climbed higher early Monday after the Chinese search engine company reported first-quarter results ahead of analyst expectations. The company touted the growth of its AI cloud offering as its advertising business continued to slow.

Urban One has released earnings for Q1, showing a reduction in the loss column compared to the year-ago Q1. In dollars and cents the company reported a net loss of $3.1 million, translating to sixty-nine cents per share. It's a substantial narrowing of the loss column compared to Q1 2025, which showed $11.7 million in the loss column.

Last quarter, Nextpower delivered revenue of $909 million, up 34% year over year, with adjusted EPS of $1.10, beating the $0.94 consensus. Backlog crossed $5 billion, with record European bookings and a strong U.S. order book. Management raised FY26 guidance to revenue of $3.425 billion to $3.5 billion and adjusted EPS of $4.26 to $4.36. They also stood up the Nextpower Arabia JV with an initial 2.25 gigawatts order, authorized a $500 million buyback, and acquired Fracsun.

Plug Power reported Q1 2026 revenue of $163.51 million, up 22% year over year (YoY) and beating the $139.76 million consensus. Adjusted EPS came in at -$0.08 versus the -$0.1033 estimate. Plug Power's GAAP gross margin improved to -13% from -55% in the prior-year quarter, a 42 percentage point swing. CEO Jose Luis Crespo stated, "Our first quarter results reflect strong commercial execution and continued progress improving the underlying economics of the business and positions us to achieve our EBITDAS positive target in Q4 2026."

We're going to be substantially increasing our investments in the future, referring to the $25 billion the company plans to spend this year alone on AI software and chips, as well as more traditional manufacturing and design costs.