#earnings-report
#earnings-report

14 hours ago

Home Depot vs. Lowe's: One Has Crushed the Market for 5 Years Running

Home Depot and Lowe's reported contrasting fourth quarter earnings, with Home Depot beating on earnings and Lowe's excelling in comparable sales growth.

#tesla

15 hours ago

Toronto startup

Tesla Gets $360 Price Target as Traders Ask: How Much Will Terafab Really Cost?

Tesla's upcoming earnings report raises concerns about the cost of the Terafab semiconductor facility and its impact on capital expenditures.

Tesla Drops 4% as EV Demand Fears, SpaceX IPO Uncertainty, April 22 Earnings Loom Large

Tesla shares are down 25% year-to-date due to EV demand concerns, SpaceX IPO uncertainty, and bearish analyst sentiment ahead of earnings.

15 hours ago

Tesla Gets $360 Price Target as Traders Ask: How Much Will Terafab Really Cost?

Tesla's upcoming earnings report raises concerns about the cost of the Terafab semiconductor facility and its impact on capital expenditures.

Tesla Drops 4% as EV Demand Fears, SpaceX IPO Uncertainty, April 22 Earnings Loom Large

Tesla shares are down 25% year-to-date due to EV demand concerns, SpaceX IPO uncertainty, and bearish analyst sentiment ahead of earnings.

Citi Gets Triple Price Target Boosts From Goldman Sachs, Truist, and Wells Fargo: Is This the Bank Stock to Own Right Now?

Citigroup's stock receives validation as major firms raise price targets following strong Q1 2026 results, indicating successful transformation.

IonQ Surges 10%, D-Wave Jumps 9%, Rigetti Climbs 7% as Quantum Computing Stocks Stage Back-to-Back Rallies

Quantum computing stocks are rallying, led by IonQ's strong earnings and sector-wide momentum from institutional interest and World Quantum Day.

Live: Rigetti Computing Reports Q4 Earnings Tonight

Rigetti Computing reports Q4 2025 results with focus on 100+ qubit system delivery, Novera order pipeline, and DARPA contract status rather than headline revenue figures.

Artificial intelligence

IonQ Is Growing Like a Weed but Bleeding Cash

Venture

IonQ Faces a $16 Billion Valuation Test When Earnings Drop Tonight

16 hours ago

IonQ Surges 10%, D-Wave Jumps 9%, Rigetti Climbs 7% as Quantum Computing Stocks Stage Back-to-Back Rallies

Quantum computing stocks are rallying, led by IonQ's strong earnings and sector-wide momentum from institutional interest and World Quantum Day.

Live: Rigetti Computing Reports Q4 Earnings Tonight

Rigetti Computing reports Q4 2025 results with focus on 100+ qubit system delivery, Novera order pipeline, and DARPA contract status rather than headline revenue figures.

Artificial intelligence

IonQ Is Growing Like a Weed but Bleeding Cash

Venture

IonQ Faces a $16 Billion Valuation Test When Earnings Drop Tonight

more#quantum-computing

Tim Cook and Nike CEO Drop $2.1 Million on Shares -- Bold Bet or Wishful Thinking?

Consumer discretionary stocks, including Nike, face challenges from tariffs and demand issues, but insider purchases suggest potential confidence in recovery.

Nike Just Can't Do It - The Turnaround Story Stumbles

Nike's stock fell 13.41% despite a 24.25% earnings beat, indicating investor skepticism about the company's turnaround progress.

Nike Plummets 11% on Disappointing Forecast: Generational Buy or Value Trap?

Nike shares fell 11% after a quarterly earnings report that beat estimates but provided a concerning forward outlook.

fromFast Company

Nike stock is falling today. What the footwear brand said that has investors worried about the rest of 2026

Nike's recent earnings report showed mixed results, leading to a significant drop in stock prices despite beating revenue and earnings expectations.

17 hours ago

Tim Cook and Nike CEO Drop $2.1 Million on Shares -- Bold Bet or Wishful Thinking?

Consumer discretionary stocks, including Nike, face challenges from tariffs and demand issues, but insider purchases suggest potential confidence in recovery.

Nike Just Can't Do It - The Turnaround Story Stumbles

Nike's stock fell 13.41% despite a 24.25% earnings beat, indicating investor skepticism about the company's turnaround progress.

Nike Plummets 11% on Disappointing Forecast: Generational Buy or Value Trap?

Nike shares fell 11% after a quarterly earnings report that beat estimates but provided a concerning forward outlook.

fromFast Company

Nike stock is falling today. What the footwear brand said that has investors worried about the rest of 2026

Nike's recent earnings report showed mixed results, leading to a significant drop in stock prices despite beating revenue and earnings expectations.

Citi's new CFO touts AI gains as bank posts record $24.6 billion revenue quarter | Fortune

Citi reported its highest quarterly revenue in a decade, with Q1 2026 net income of $5.8 billion, exceeding estimates.

#alphabet

Business

Google Price Prediction: Bull and Bear Case

Business

Is This the Bottom for Alphabet Stock's Dip in 2026? | The Motley Fool

Google Price Prediction: Bull and Bear Case

Alphabet's price target is $352.02, indicating an 11.5% upside from the current price of $315.72.

Is This the Bottom for Alphabet Stock's Dip in 2026? | The Motley Fool

Alphabet's stock surged nearly 5% as investors speculate whether the recent pullback has reached its bottom.

Intel Pulls Back 5% After Historic Winning Streak: Bubble Warning or the Best Dip to Buy in 2026?

Intel stock fell 5% after a nine-session winning streak, raising questions about future performance amid high valuations and mixed fundamentals.

Datadog's Price Target Trimmed by Mizuho: Can This AI Monitoring Leader Deliver in Q1?

Mizuho lowered Datadog's price target to $145, maintaining an Outperform rating amid strong AI adoption and solid channel checks.

#apple

Apple

Apple Gets a Price Target Boost From BofA: Is a Big iPhone and Services Beat Coming?

Apple

Apple's Record $143 Billion Quarter Exposes Just How Far Tesla Has Fallen

Why We Think Apple Is Headed to $303 Over the Next 12 Months

Apple's stock is projected to reach $303.45, indicating a 20.66% upside over the next 12 months.

fromwww.theguardian.com

Apple

Investors look out for Apple's AI plans after Siri reboot announced

Apple's earnings hinge on AI integration—Siri powered by Google's Gemini—iPhone strength, China revenue, and prospective 2026 folding phone influence investor expectations.

Apple Gets a Price Target Boost From BofA: Is a Big iPhone and Services Beat Coming?

Apple's stock is favored on Wall Street, with Bank of America raising its price target to $325 due to strong iPhone and Services revenue growth.

Apple's Record $143 Billion Quarter Exposes Just How Far Tesla Has Fallen

Apple's record earnings contrast sharply with Tesla's declining revenue and net income, highlighting divergent business trajectories.

Why We Think Apple Is Headed to $303 Over the Next 12 Months

Apple's stock is projected to reach $303.45, indicating a 20.66% upside over the next 12 months.

fromwww.theguardian.com

Apple

Investors look out for Apple's AI plans after Siri reboot announced

Advanced Micro Devices (AMD) Stock at $250: Buy, Sell or Hold?

AMD's stock at $250 is a buy due to strong earnings momentum and significant AI growth potential.

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.

Business

Wall Street Flags Advanced Micro Devices as a Buy Before Earnings

Advanced Micro Devices (AMD) Stock at $250: Buy, Sell or Hold?

AMD's stock at $250 is a buy due to strong earnings momentum and significant AI growth potential.

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.

Wall Street Flags Advanced Micro Devices as a Buy Before Earnings

AMD is gaining institutional interest with a positive outlook driven by strong demand for EPYC server CPUs and upcoming AI GPU announcements.

This Will Be Microsoft's Price Next Year

Microsoft's stock is down 23.14% YTD, but analysts predict a 31.71% upside with a buy recommendation.

Wall Street Sees 58% Upside in Microsoft (MSFT) After Selloff

Microsoft's stock trades significantly below analyst price targets despite strong earnings, driven by concerns over capital expenditures and Azure's growth rate.

Microsoft vs Meta: Both AI Stocks Have Been Hit Hard, But One Is a Better Buy Now

Microsoft focuses on enterprise AI infrastructure while Meta invests heavily in consumer AI and advertising.

This Will Be Microsoft's Price Next Year

Microsoft's stock is down 23.14% YTD, but analysts predict a 31.71% upside with a buy recommendation.

Wall Street Sees 58% Upside in Microsoft (MSFT) After Selloff

Microsoft's stock trades significantly below analyst price targets despite strong earnings, driven by concerns over capital expenditures and Azure's growth rate.

Microsoft vs Meta: Both AI Stocks Have Been Hit Hard, But One Is a Better Buy Now

Microsoft focuses on enterprise AI infrastructure while Meta invests heavily in consumer AI and advertising.

Is April 22 When AT&T Finally Rings Up Growth Again?

AT&T's Q1 2026 report will assess growth amid new structural complexities and recent acquisitions.

Goldman Sachs Upgrades Williams-Sonoma to Buy After a 14% Pullback From February Highs

Goldman Sachs upgraded Williams-Sonoma stock to Buy, raising the price target to $218, indicating a 14% upside potential.

SanDisk Jumps 7% With NASDAQ 100 Inclusion Days Away and AI-Driven NAND Demand at Full Throttle

SanDisk stock rises 7% due to NASDAQ 100 inclusion, strong earnings forecast, and increasing AI-driven NAND demand.

Unity (U) Stock Could Have 44% Upside According to Wall Street After Falling 50% This Year

Unity Software's stock is expected to rise 44% despite a recent drop following earnings due to lower Q1 guidance.

Wall Street Sees 43% Upside in Uber (UBER) Despite Recent Growth-Stock Selloff

Uber's stock shows a 43% upside potential despite recent earnings miss and market selloff.

#nvidia

Tech industry

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Business

Nvidia Could Hit $340 by 2031 and the AI Buildout Is Just Getting Started

Business

Steward Partners exec: Nvidia earnings staggering, but nervous investors hold stock back

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.

Nvidia Could Hit $340 by 2031 and the AI Buildout Is Just Getting Started

NVIDIA's stock is projected to reach $209.50 in one year and $298.29 in five years, driven by strong growth and strategic partnerships.

Steward Partners exec: Nvidia earnings staggering, but nervous investors hold stock back

Nvidia's impressive earnings are overshadowed by investor nervousness due to geopolitical uncertainty and market volatility.

Pinterest Short Interest Surges Ahead of Earnings: Is a Squeeze Coming?

Short interest in Pinterest has increased significantly, with ongoing legal challenges and a potential bullish investment counterweight ahead of earnings.

Lam Research Has 14.73% Upside to Our $253.16 Target Based on Strong Earnings Growth

Lam Research's stock is projected to rise 14.73% to a price target of $253.16 over the next 12 months.

Wall Street Sees 58% Upside in Snap (SNAP). Is It a Value Trap?

Snap Inc's stock shows potential upside despite recent declines and a disappointing earnings report.

fromFortune

Levi's 517 jeans sales jump 25% thanks to 'Love Story' and the Carolyn Bessette Kennedy effect | Fortune

For the first time, direct-to-consumer sales accounted for more than half of the company's quarterly revenue, marking a significant milestone in Levi Strauss's business strategy.

Fashion & style

Wall Street Sees 70% Upside in Peloton (PTON) After a 24% YTD Decline

Peloton's stock shows a 70% upside potential despite recent earnings misses and executive departures.

Cryptocurrency

Down 60%, Wall Street Sees 191% Upside in Strategy (MSTR)

Strategy (MSTR) shows a significant price target disparity with Wall Street, reflecting differing views on bitcoin's future value.

Analysts Still Rate PayPal a "Hold" Despite Seeing 14% Upside

PayPal's stock has potential upside despite recent declines and uncertainty in growth due to missed earnings and management changes.

Block Jumps 6% as Strong Q4 Results, Job Cuts, Analyst Upgrades Reignite Investor Interest

Block stock surged 6% after strong Q4 results, workforce reduction, and analyst support, indicating a leaner, more focused company.

Dutch Bros Earns a Fresh Outperform Rating: Is This Coffee Chain the Next Starbucks?

Dutch Bros received an Outperform rating from Telsey with a $66 price target, indicating significant growth potential for the beverage chain.

Agriculture

Deere Upgraded to Hold at Jefferies With $550 Target: Is the Worst Finally Over for This Farm Equipment Giant?

Jefferies upgraded Deere & Company to Hold, indicating cautious optimism about the agricultural downturn's potential recovery.

Delta Air Lines is reducing flights and raising fees as it combats fuel shock. Here's why the stock is up anyway

Delta Air Lines reported strong Q1 2026 results, exceeding revenue expectations, and shares surged over 11% amid falling oil prices.

Delta Soars 13% Despite a Fuel Bill That Ballooned by $2 Billion

Delta Air Lines shares rose 13% despite a $289 million net loss, driven by strong adjusted earnings and revenue growth.

fromFast Company

Delta Air Lines is reducing flights and raising fees as it combats fuel shock. Here's why the stock is up anyway

Delta Air Lines reported strong Q1 2026 results, exceeding revenue expectations, and shares surged over 11% amid falling oil prices.

Delta Soars 13% Despite a Fuel Bill That Ballooned by $2 Billion

Delta Air Lines shares rose 13% despite a $289 million net loss, driven by strong adjusted earnings and revenue growth.

Here's Why Wall Street May Be Wrong on CarMax

Stephens raised CarMax's price target to $43, citing better-than-expected same-store sales and a strategic focus on competitiveness.

Meta Platforms Price Target Trimmed by Wells Fargo

Wells Fargo lowered Meta's price target to $765, maintaining an Overweight rating, citing macro uncertainty but an attractive risk/reward for investors.

fromBusiness Insider

Business

Meta earnings updates: Soaring AI capex top of mind for Wall Street ahead of results

Meta Platforms Price Target Trimmed by Wells Fargo

Wells Fargo lowered Meta's price target to $765, maintaining an Overweight rating, citing macro uncertainty but an attractive risk/reward for investors.

fromBusiness Insider

Business

Meta earnings updates: Soaring AI capex top of mind for Wall Street ahead of results

Nio Price Prediction: Where Will The Auto Stock Be In 2030?

NIO Inc. achieved its first quarterly GAAP net profit in Q4 2025, raising questions about its recovery in a competitive market.

Nio Rises 5% While Tesla Stalls: The EV Rivalry Just Got a Lot More Interesting

Nio's stock surged 5% after reporting its first-ever GAAP profit and record vehicle deliveries, showcasing significant operational momentum.

Nio Price Prediction: Where Will The Auto Stock Be In 2030?

NIO Inc. achieved its first quarterly GAAP net profit in Q4 2025, raising questions about its recovery in a competitive market.

Nio Rises 5% While Tesla Stalls: The EV Rivalry Just Got a Lot More Interesting

Nio's stock surged 5% after reporting its first-ever GAAP profit and record vehicle deliveries, showcasing significant operational momentum.

What Wall Street Expects From These 3 Food Giants After Mixed Earnings

Cal-Maine Foods shows positive earnings, while Conagra and Lamb Weston face significant challenges despite some headline figures.

DraftKings Price Prediction: Why DKNG Is Ready For a Massive Breakout

DraftKings stock has fallen 37.26% year-to-date, but a recovery is anticipated with a price target of $23.72.

Tilray Sinks 4%: 3 Reasons the Market Isn't Impressed Despite Record Q3 Revenue

Tilray's stock declined despite record Q3 results due to EPS miss and ongoing dilution concerns.

Wall Street Turns Cautious on McCormick Ahead of Key Earnings Report

McCormick & Co. faces uncertainty with a price target cut to $58 amid acquisition and geopolitical concerns, despite recent revenue growth.

Up 32% in 2026, How High Can SOFI Stock Go This Year?

SoFi Technologies shows potential for growth with a price target of $17.98, despite recent stock volatility and a significant drop in share price.

Carvana Slumps 8%: 3 Reasons Bears Are Gaining the Upper Hand in This Battleground Stock

Carvana shares fell 8% due to concerns over fundamentals, stock split skepticism, and macro pressures on auto financing.

Broadcom Stock Price Prediction: Where Will AVGO Be in 3 Years?

Broadcom's stock is projected to rise to $352.37, driven by strong AI semiconductor revenue growth and impressive earnings results.

Carnival Drops 4%: 3 Reasons Cruise Stocks Are Struggling With Oil and Geopolitical Risk

Carnival's full-year 2026 guidance now reflects more than $500 million in adverse fuel price impacts versus prior assumptions, highlighting the significant financial strain from rising oil costs.

Business

CrowdStrike Slides 7% Today as Earnings Disappoint and AI Rivals Intensify Pressure

CrowdStrike's stock is down 7% after disappointing earnings guidance, raising concerns about its growth trajectory amid increasing competition.

Netflix Price Hikes Could Unlock $1.7 Billion With Minimal Churn Risk

Citi and JPMorgan are bullish on Netflix due to price increases potentially driving significant revenue growth with minimal subscriber risk.

Media industry

fromArs Technica

Netflix increases prices for all plans by up to $2 per month

Netflix's net income is projected to reach $11 billion in 2025, driven by pricing, membership growth, and increased ad revenue.

Netflix Price Hikes Could Unlock $1.7 Billion With Minimal Churn Risk

Citi and JPMorgan are bullish on Netflix due to price increases potentially driving significant revenue growth with minimal subscriber risk.

Media industry

fromArs Technica

Netflix increases prices for all plans by up to $2 per month

Netflix's net income is projected to reach $11 billion in 2025, driven by pricing, membership growth, and increased ad revenue.

more#netflix

Commercial Metals' Blowout Quarter Points to a Broader Turnaround in American Steel

CEO Peter Matt stated, 'The CMC team delivered another strong quarter, driving a more than two-fold increase in core EBITDA compared to a year ago.' This reflects the company's robust performance amid challenging market conditions.

Business

Micron Falls as Q2 Earnings and AI Compression Put Memory Stocks on Edge

Micron Technology shares fell 5% due to concerns over debt repurchase and increased capital expenditure guidance despite strong earnings.

1 AI Stock to Buy Before the Market Realizes Its Mistake

Micron Technology reported record earnings but its stock has declined 15% despite strong growth projections and market demand.

Micron Drops 4% Despite Strong Earnings: Is This a Buying Opportunity?

Micron Technology's stock is down despite strong earnings and positive guidance, highlighting a disconnect between fundamentals and market performance.

Micron Falls as Q2 Earnings and AI Compression Put Memory Stocks on Edge

Micron Technology shares fell 5% due to concerns over debt repurchase and increased capital expenditure guidance despite strong earnings.

1 AI Stock to Buy Before the Market Realizes Its Mistake

Micron Technology reported record earnings but its stock has declined 15% despite strong growth projections and market demand.

Micron Drops 4% Despite Strong Earnings: Is This a Buying Opportunity?

Micron Technology's stock is down despite strong earnings and positive guidance, highlighting a disconnect between fundamentals and market performance.

more#micron-technology

Carnival Stock Cut by Barclays and Truist, but This Wall Street Pro Still Sees Upside

Carnival Corporation faces differing price target outlooks from Barclays and Truist ahead of its Q1 2026 earnings report.

Capital One Has Investors Spooked, but Here's What Wall Street Expects

Capital One's stock has dropped 24% year to date due to integration concerns following major acquisitions.

Palantir Drops 5% as Tech Sells Off: Is PLTR Being Punished Unfairly?

Palantir Technologies stock is down 5% due to macro-driven market fear, despite strong earnings and growth metrics.

DoorDash Sits Near Its 52-Week Low, Yet Analysts Are Overwhelmingly Bullish

DoorDash's stock is down due to EPS misses, but analysts see potential for over 61% upside based on growth and market expansion.

Boeing vs Honeywell vs 3M: Which Dip Is the Best Buy Right Now?

Boeing, Honeywell, and 3M experienced significant stock declines, each reflecting unique operational challenges and financial results.

Accenture Stock Gets 2 Price Target Cuts Today - Is the AI Revenue Story Falling Apart?

Accenture's strong earnings and record bookings contrast with a significant stock decline, raising concerns about AI's impact on IT consulting revenue.

Wall Street Stays Bullish on Alibaba Despite Profit Drop: Key Analyst Price Targets Today

Alibaba's Q3 FY2026 earnings showed a significant profit decline, but cloud revenue growth and AI advancements indicate potential for future profitability.

XPeng Drops 5%: Is This Tesla Rival's Autonomous Driving Bet Enough to Justify the Risk?

XPeng's stock fell 5% after reporting its first quarterly net profit due to weak Q1 2026 guidance, raising investor concerns.

Marketing tech

Why Analysts Love AppLovin Stock but the Market Doesn't

AppLovin's stock is undervalued despite strong fundamentals, with analysts projecting a 47% upside from current levels.

RITM Stock Near 52-Week Low Despite $100 Billion in Assets and a Blowout Quarter

Rithm Capital's strong earnings contrast with its low stock price, raising questions about market perception and company identity.

Micron Slips 4%: NVIDIA's HBM Supplier Just Posted Record Results, So Why Is It Falling?

Micron Technology stock declined 4% despite posting record earnings and exceptional guidance, exemplifying a 'sell the news' market reaction after significant year-to-date gains already priced in expectations.

Adobe Tumbles 8% Despite Record Earnings as CEO Announces Departure

Adobe delivered record Q1 results with AI-first ARR more than tripling year over year and subscription revenue growing 13 percent. Shantanu Narayen, who has led Adobe for 18 years, announced his decision to transition out of the CEO role once a successor is named, introducing uncertainty at the top that markets typically dislike.

Apple

Ulta Beauty Tumbles 8% in Early Trading - Here's Why the Earnings Beat Isn't Enough

Ulta Beauty beat earnings estimates but saw operating and net income decline despite revenue growth, revealing margin compression that triggered an 8% stock selloff.

E-Commerce

What MercadoLibre's Mixed Q4 Earnings Report Tells Investors

Ulta Beauty Tumbles 8% in Early Trading - Here's Why the Earnings Beat Isn't Enough

Ulta Beauty beat earnings estimates but saw operating and net income decline despite revenue growth, revealing margin compression that triggered an 8% stock selloff.

#enterprise-customer-acquisition

E-Commerce

What MercadoLibre's Mixed Q4 Earnings Report Tells Investors

more#margin-compression

Marketing tech

Adobe (ADBE) Q1 2026 Earnings Call Transcript

Adobe reported strong earnings with GAAP EPS of $4.60 (11% YoY growth) and Non-GAAP EPS of $6.06 (19% YoY growth), while planning to acquire Semrush pending regulatory approval.

Apple

Adobe (ADBE) Q1 2026 Earnings Call Transcript

Marketing tech

Adobe (ADBE) Q1 2026 Earnings Call Transcript

Adobe reported strong earnings with GAAP EPS of $4.60 (11% YoY growth) and Non-GAAP EPS of $6.06 (19% YoY growth), while planning to acquire Semrush pending regulatory approval.

more#enterprise-customer-acquisition

Apple

Adobe (ADBE) Q1 2026 Earnings Call Transcript

Live: Will AeroVironment (AVAV) Beat Q3 Earnings Tonight?

AeroVironment reports Q3 FY2026 earnings with Wall Street expecting $0.69 EPS on $475.65M revenue, driven primarily by BlueHalo acquisition integration and organic drone business growth.

fromBenzinga

Uncovering Potential: Fluent's Earnings Preview - Fluent (NASDAQ:FLNT)

Fluent will report Q1 2026 earnings on March 9 with analyst estimates of -$0.06 EPS, following a recent miss and revenue decline of 27.1% despite 52-week gains of 25.29%.

Marvell (MRVL) Did These Things Right to Send Shares 16% Higher Today

Marvell Technology exceeded Q4 expectations with $2.22 billion revenue, driven by AI infrastructure demand, with data center representing 74% of revenue and strong Q1 FY2027 guidance at $2.4 billion.

Artificial intelligence

Investors Hated CoreWeave's Earnings. It Might Be Even Worse Than They Realize

Marvell (MRVL) Did These Things Right to Send Shares 16% Higher Today

Marvell Technology exceeded Q4 expectations with $2.22 billion revenue, driven by AI infrastructure demand, with data center representing 74% of revenue and strong Q1 FY2027 guidance at $2.4 billion.

Artificial intelligence

Investors Hated CoreWeave's Earnings. It Might Be Even Worse Than They Realize

more#ai-infrastructure

Live: Will Marvell Beat Q4 Earnings?

Marvell Technology reports Q4 2026 earnings with data center revenue dominance at 73% of total revenue, while stock performance lags despite strong fundamentals and positive Broadcom read-through.

Live Earnings Analysis: BigBear.AI Reports After the Bell

The DoD's free GenAI.mil platform is the biggest overhang on the Ask Sage thesis. BigBear paid $250M for that acquisition, and if government agencies can get similar functionality for free, the return on that deal shrinks fast. Management needs to draw a clear line between what Ask Sage offers and what GenAI.mil does not.

Business

Live: Will Credo Technology Crush Earnings After the Bell Tonight?

Credo Technology reports Q3 2026 earnings with preannounced 272% revenue growth; stock down 21% YTD despite analyst price target implying 84% upside potential.

Business intelligence

National CineMedia (NCMI) Earnings Transcript | The Motley Fool

Total revenue reached $93.2 million, up 8% year-over-year, with programmatic revenue doubling and advertising revenue growing 9% to $90 million.

Venture

Why Opera, Ltd. Rallied Today | The Motley Fool

Opera delivered strong revenue growth and guidance while announcing a $300 million share repurchase program, driving a 20.2% stock rally.

Gadgets

Live: Applied Optoelectronics (AAOI) Reports Q4 Earnings Tonight

Applied Optoelectronics reports Q4 FY2025 earnings after market close on February 26, 2026, with stock up 57% year-to-date driven by AI-driven optical networking demand and 800G hyperscale orders.

Venture

Live: Will CoreWeave Soar After Q4 Earnings Tonight?

CoreWeave reports Q4 2025 earnings amid multiple securities lawsuits alleging misleading statements about customer demand and supplier reliance, with insider selling and market expectations for 2026 guidance adding pressure.

Synopsys Beats on EPS and Revenue as AI-Fueled Chip Design Demand Remains Strong

Synopsys beat Q1 FY2026 earnings expectations but faced mixed market reaction due to Q2 revenue guidance missing estimates and China export concerns, though AI growth and the Ansys acquisition remain positive drivers.

Business intelligence

Lowe's Q4 Earnings Show Resilience Despite Housing Slump

Lowe's exceeded FY2025 earnings and revenue expectations with strong Pro and online sales growth, though 2026 guidance reflects cautious optimism amid housing market pressures.

Business intelligence

Live: Will Snowflake (SNOW) Rally After Earnings Results?

Snowflake's Q4 FY2026 results will determine whether AI adoption can drive sustained profitability and justify enterprise software valuations despite recent stock weakness.

Live: Is Nu Holdings (NU) Ready to Jump After Earnings Tonight?

Nu's Q3 2025 results were difficult to criticize. Revenue reached $4.17 billion, exceeding consensus expectations of roughly $4.04 billion by about $134 million. Revenue grew 46% year-over-year, underscoring continued momentum across its core markets. Net income totaled $783 million, up 39% year-over-year on an FX-neutral basis.

Business intelligence

Weak Guidance Overshadows Workday's Solid Q4 Results, Shares Tumble

Workday beat Q4 earnings expectations with strong profitability metrics, but forward guidance showing 12-13% subscription revenue growth disappointed investors expecting higher expansion rates.