Stock Insights

KMI's Q2 adjusted EPS of $0.37 beat consensus by 12.1%, with record net income of $867M and Adjusted EBITDA up 12% to $2.2B year over year.

CME Group hit record first-half 2026 revenue and adjusted EPS of $2.99, beating the $2.94 consensus, as market data revenue surged 20% to $238M in Q2.

Tesla's Q2 revenue hit $28.2B, but a 47% surge in operating expenses crushed GAAP operating income to $398M — the real story behind the profit miss.

TEL beat Q3 adjusted EPS by $0.07 and grew revenue 14% to a record $5.16B, while announcing a $1.4B acquisition to expand its industrial power portfolio.

PHM earned $2.48 per share, topping the $2.39 consensus, but home sale revenues fell 11% YoY to $3.8B as closings dropped 8% and margins compressed.

NTRS posted Q2 net income of $792.2M, up 88% YoY, lifted by a $525.4M Visa gain and a 10% dividend hike approved by the board.

Schwab's adjusted EPS of $1.62 beat the $1.58 consensus, with record daily trades of 11.9M and net new assets up 49% year-over-year.

Adjusted EPS of $0.55 edged past the $0.54 consensus, but Middle East revenue fell 2% sequentially as geopolitical conflict weighed on Kuwait, Iraq, and Qatar operations.

Adjusted EPS of $2.15 beat the $2.10 consensus, but GAAP net income dropped to $228M as restructuring charges weigh on GPC's bottom line.

DHR adjusted EPS of $1.94 beat the $1.85 estimate by 4.7%, but bioprocessing timing and a -10.99% share move signal investor caution despite raised full-year guidance.

DHI beat the $3.07 EPS estimate with $3.20, but net income dropped 12% YoY as elevated sales incentives compressed margins even as closings rose 4%.

GAAP EPS of $7.68 beat the $6.89 consensus by 11.5%, but a $231M year-ago divestiture gain made operating income comparisons look ugly. Here's what actually happened.

KeyCorp earned $0.44 per share in Q2 2026, topping the $0.43 consensus, as net income climbed 22% YoY to $472M on 7% revenue growth.

Magic: The Gathering crossed $500M in quarterly revenue for the first time, powering a 27% Wizards segment gain and lifting Hasbro's full-year adjusted EBITDA outlook to $1.45B-$1.50B.

RF earned $0.68 adjusted EPS vs $0.65 consensus, but the real story is a $58M drop in credit loss provisions that drove profit growth despite a revenue miss.

A 58% gross margin and 2.3% EPS beat sent Abbott shares up nearly 12%, as management raised its full-year profit outlook on accelerating device sales.

A medical cost ratio drop to 86.7% drove UnitedHealth's 56% EPS beat and a 7% stock rally, as management raised full-year guidance across the board.

A penny EPS beat wasn't enough: Netflix missed on revenue and guided Q3 growth to just 11%, sending shares down 8.5% as the password-crackdown tailwind fades.

USB earned $1.35 per share in Q2 2026, topping the $1.29 consensus, as BTIG's breakout quarter added nearly $100M in capital markets revenue.

GE Aerospace beat Q2 estimates with $2.02 adjusted EPS and $13.35B in revenue, up 21% YoY, while raising full-year guidance. Here's what it means for GE investors.

CFG beat Q2 EPS estimates by 3.7% with $1.30 GAAP EPS, as net income hit $587M and record revenue of $2.28B lifted pre-provision profit 24% year over year.

UAL posted adjusted EPS of $1.99 vs. the $1.89 consensus, but a $6B fuel cost hit is the real test for the rest of 2026.

J&J posted $25.3B in Q2 revenue, up 6.6%, yet net income was essentially flat as SG&A surged 9.2% and the tax provision jumped 27.1%.

JBHT's Q2 EPS of $1.91 beat the $1.76 consensus by 8.5%, with intermodal operating income jumping 58% on 10% volume growth.

Q4 EPS of $1.29 beat the $1.26 consensus, and full-year revenue reached $11.26B as Cintas closed fiscal 2026 with record profitability metrics.

Morgan Stanley's Q2 diluted EPS of $3.46 beat the $3.03 consensus by 14.1%, as Institutional Securities revenue surged 44% and net income hit $5.58B.

M&T Bank's Q2 GAAP EPS of $5.35 topped the $4.71 consensus by 13.7%, with revenue up 5.5% YoY to $2.53B and net income hitting $818M.

Adjusted EPS of $7.45 beat the $6.27 consensus by 18.9%, yet collapsing Health Benefits margins sent ELV shares down sharply on Wednesday.

PNC beat Q2 EPS estimates by 8.8%, with capital markets fees jumping 79.8% YoY to $577M and net interest income rising 15.5% to $4.1B.

Adjusted EPS of $13.91 beat the $12.70 consensus by 9.5%, as AUM crossed $15 trillion and performance fees surged 224% year-over-year.

EPS of $0.33 matched Wall Street estimates, but double-digit daily sales growth and digital gains are the metrics investors are watching most closely.

Kroger posted Q1 EPS of $1.58 vs. the $1.64 consensus, as deliberate price cuts and higher transport costs pressured profit even as eCommerce surged 19%.

ACN posted EPS of $3.80 vs. the $3.75 estimate, but a corporate spending pullback sent shares down 17.97% on June 18, 2026.

Adjusted EPS of $0.36 beat the $0.23 consensus by 56.5%, while $178.4M in sales topped the $155.3M estimate by nearly 15% , SWBI also raised its dividend.

CarMax beat Q1 EPS by 39% and topped $8B in revenue, its third consecutive quarter of double-digit EPS surprises. Here is what drove the results.

LEN posted Q2 EPS of $1.31, topping the $1.26 estimate, but trimmed its full-year delivery outlook as 12.9% buyer incentives weighed on Q2 profit of $305M.

EPS of $5.96 beat estimates by $0.02 in a record Q2, but CFO Dan Durn's exit and modest beats left investors cautious. AI revenue tops $500M.

Smucker posted Q4 adjusted EPS of $2.77 vs. the $2.66 consensus and lifted its fiscal 2027 profit outlook by 7-12% — pricing gains drove the beat.

Campbell's Q3 2026 EPS of $0.50 topped the $0.48 estimate, but oil-driven inflation and a driver shortage are squeezing margins — here's what investors need to know.

Campbell's Q3 FY2026 EPS of $0.50 topped the $0.48 estimate, but revenue missed as inflation and softer demand weighed — here's what investors need to know.

Planet Labs beat Q1 FY27 revenue estimates with a record $94.2M (+42% YoY) and raised full-year guidance — but gross margin compression to 56% and a mixed profit profile sent shares lower after hours.

C3.ai posted Q4 revenue of $53M, a steep sequential drop from $75M — CEO Thomas Siebel called performance 'unacceptable.' Here's what investors need to know.

Broadcom's Q2 EPS of $2.44 nearly matched estimates, but a Q3 outlook that fell short of lofty AI expectations sent shares lower — here's what investors need to know.

Credo posted 157% revenue growth and lifted guidance, yet shares fell 8% on June 3. Analysts see the pullback as a buying opportunity — Roth and Jefferies both raised price targets above $270.

Dollar General reported Q1 earnings with focus on traffic growth and digital spending. The retailer faces competitive pressures but maintains margin discipline—here's what the outlook signals.

Medtronic beat Q4 FY2026 EPS and revenue estimates, with executives calling it the strongest top-line quarter in 10 years — here's what it means for MDT investors.

Ulta Beauty posted $7.74 EPS vs. $6.87 estimate and $3.16B in revenue — here's what the Q1 beat and NYC flagship mean for ULTA investors.

Dollar General posted Q1 2026 EPS of $2.00 vs. $1.94 estimate and raised its full-year profit outlook — here's what it means for DG investors.

PANW beat Q3 FY2026 EPS by 5.3% with $0.85 vs $0.81 expected, revenue surged 31% to $3.00B, and shares jumped 10.5% after hours — here's what the results and raised guidance mean for PANW investors.

Dell posted Q1 EPS of $3.89 vs. $3.60 estimate and revenue of $33.38B — then raised its outlook. Here's what it means for DELL investors.

Marvell posted $2.22B in Q1 revenue and lifted its full-year outlook on AI data center chip demand — here's what it means for MRVL investors.

Salesforce beat Q1 EPS estimates by 23% with $3.88 vs $3.15 expected and $11.13B in revenue — but weak Q2 guidance has investors worried. Here's what it means for CRM.

Solar tracker maker Nextracker upgraded its outlook following better-than-expected results and new acquisitions, driving stock up 7.85% on May 25.

Workday beat Q1 fiscal 2026 earnings estimates under its new CEO, filing results with the SEC on May 21. Analyst consensus sits at Buy with 30 of 48 ratings bullish.

Take-Two beat Q1 revenue estimates with $1.68B in sales and reaffirmed GTA VI's Nov. 19 launch, though annual bookings guidance came in below Wall Street forecasts.

Ross Stores posted Q1 EPS of $2.02 and revenue of $6.01B, topping Wall Street forecasts. The off-price retailer also raised its full-year guidance.

Ralph Lauren beat Q4 FY2026 estimates with revenue rising 16.6% to $1.98B and direct-to-consumer comparable store sales up 17%, despite U.S. tariff headwinds.

Copart beat Q3 fiscal 2026 estimates with EPS of $0.43 vs. $0.41 expected and revenue of $1.237B vs. $1.195B forecast. Here's what the results showed.

Walmart posted Q1 revenue of $177B, topping estimates, but below-consensus earnings guidance sent shares down on May 21, 2026. Here's what happened.

ADS reported Q4 EPS of $1.07 and revenue of $676.8M, both beating estimates, while lifting its quarterly dividend 11% to $0.80/share annually.

Deere posted Q2 2026 EPS of $6.55 vs. the $5.70 consensus and $13.37B in revenue, while holding its full-year net income forecast at $4.5B–$5B.

Lowe's Q1 2026 revenues rose to $23.07B from $20.93B, with online sales gaining ground even as DIY market pressures weighed on overall profit.

Target lifted its 2026 net sales growth forecast to ~4% after Q1 revenue climbed 6.7% and store traffic rose 4.4%. CFO urges caution on the road ahead.

NVIDIA's Q1 FY27 results showed net income of $58.3B, up 211% year-over-year, as revenue climbed 85% to $81.6B driven by hyperscalers and AI cloud demand.

Hasbro reported Q1 2026 results showing revenue growth of 12.7% year-over-year, though profitability metrics signal operational headwinds for the toy and entertainment company.

Nordson reported record Q2 fiscal 2026 sales of $741M, up 8.5% YoY, and raised its FY2026 EPS outlook to $11.30–$11.80. Here's what the results showed.

Intuit posted Q1 CY2026 revenue of $8.56 billion (+10.4% YoY) and non-GAAP EPS of $12.80, beating estimates — but announced a 17% workforce restructuring.

Test-and-measurement equipment maker reports record orders and revenue in fiscal Q2, raising full-year outlook on strong semiconductor and 5G demand.

VF Corp beat Q1 FY2026 estimates with $2.17B in revenue, up 8.1% YoY, and reinstated full-year guidance — marking a key milestone in its turnaround.

TJX Companies beat Q1 FY27 EPS estimates by $0.16, with comp sales up 6% and net sales of $14.3B. Full-year guidance raised across EPS, margins, and buybacks.

Target posted its first positive comparable-store sales quarter in five quarters, with comps up 5.6% and net sales rising 6.7% — then raised its full-year sales outlook.

Wall Street sets 75% gross margin as the critical threshold for Nvidia's Q1 FY2027 results, due after Wednesday's close. Here's what analysts are watching.

Lowe's posted adjusted EPS of $3.03 and a 0.6% comparable sales gain in Q1 2026, extending its streak of positive comps to four quarters despite housing market headwinds.

ADI posted Q2 revenue of $3.62B, up 37.2% YoY, with EPS of $3.09 beating estimates by 6.2% and Q3 guidance of $3.9B topping Wall Street by 8.1%.

Home Depot topped Q1 FY2026 market expectations despite cautious consumers and weak housing demand, while reaffirming its full-year guidance. Here's what the results show.

Eagle Materials posted Q4 EPS of $1.91 and record revenue of $479.1M, topping estimates by 30% and 5% respectively, as cement volumes climbed 15%.

AMAT's gross margin just reached its highest level in 25 years, driven by AI chip demand and premium products. Here's what's behind the milestone and whether it can last.

Solar tracker maker Nextracker beat EPS by 6.2% in latest quarter; Citi raises price target significantly, signaling analyst confidence in growth trajectory.

Assurant held Q1 earnings call with analyst questions about valuation and growth; stock up 4.17% Thursday.

Cisco's Q3 2026 8-K revealed $43.5B RPO, 35% product order surge, and AI order target raised to $9B — driving a 13.4% share price gain on May 14, 2026.

Defense contractor lifts annual guidance following Q1 results; stock falls 8.44% despite operational progress and analyst recognition.

Ondas Q1 2026 revenue hit $50.1M — a 10-fold jump from Q1 2025 — as the company raised its full-year 2026 revenue forecast to $390 million.

Karyopharm beat Q1 2026 revenue estimates, completed enrollment in its Phase 3 endometrial cancer trial, and landed a late-breaking ASCO oral presentation slot.

Applied Materials reports Q2 2026 earnings Thursday as investors weigh AI-driven chip demand against slowing China sales. Analyst consensus sits at 36 Buy ratings.

Spire Global posted Q1 2026 revenue of $15.8M, beating its own guidance range. Shares rose 4.14% on Wednesday, May 13 as results were released.

Leslie's reported Q2 2026 sales growth of 4.3% and comparable sales up 6.6%, yet shares declined on Wednesday. Full-year guidance was reiterated.

VSH traded above its 52-week high after Q1 2026 results. Analyst consensus remains cautious despite the session's strong gain.

Immunic posted a Q1 2026 net loss of $32.6M as it continues funding its Phase 3 ENSURE trials. A new CMO appointment and strong analyst backing underpin the outlook.

Cisco shares traded near 52-week highs Wednesday ahead of its Q3 results. Wall Street expects EPS of $1.03 on revenue of $15.56B.

STERIS stock surged on Tuesday, May 12, even after reporting Q4 results that fell short of consensus expectations.

Oklo reported Q1 2026 EPS of -$0.19, narrowly beating estimates but widening sharply from a year ago. Shares fell $4.50 on Tuesday, May 12.

NXT posted non-GAAP EPS of $1.05 and revenue of $880.5M, topping estimates. The company raised FY2027 revenue guidance to $3.8–$4.1B.

FOXA fell 0.62% on Tuesday after Q3 EPS beat estimates, with distribution revenue offsetting ad weakness.

FOX fell 0.10% on Tuesday despite Q3 EPS surpassing consensus, buoyed by distribution revenue strength.

Hims & Hers shares plummeted Tuesday after the telehealth provider reported a quarterly net loss and underwhelming earnings outlook.

Zebra Technologies beat Q1 EPS estimates and lifted its full-year outlook, sending shares up 14.21% on Tuesday, May 12.

Fox stock jumped 8.09% on Monday, May 11, as Q3 EPS exceeded estimates despite year-over-year revenue decline.

STERIS beat EPS estimates in fiscal Q4 but shares declined 2.70% as investors weighed the results on Monday.

SPG beat Q1 expectations and lifted annual FFO guidance on steady leasing demand, while raising its quarterly dividend.

RGTI posted Q1 revenue of $4.4M, topping estimates, and brought its 108-qubit Cepheus system to market. Shares closed up 8.29% on Monday, May 11.

Power electronics firm delivered Q1 beat and upgraded guidance but declined 1.13%, signaling valuation concerns despite strong execution.

Lodging platform disappoints on earnings per share, missing consensus by 14% despite modest 0.70% gain on Monday.

EchoStar swung to a net loss in Q1 while subscriber declines outpaced expectations, though stock rallied 2.69% on Monday, May 11.

Mosaic's Q1 EPS of $0.05 fell sharply below the $0.24 consensus, sending shares lower. The company also withdrew its 2026 phosphate production guidance.

Fox Corp posted Q3 FY2026 revenue of $3.99B and non-GAAP EPS of $1.32, beating consensus by 36.4%. Shares rose $2.31 on Monday, May 11.

Luxury retailer plunges as Q3 earnings disappoint despite 21% revenue growth and strong operating margins.

Fortinet rocketed 20% higher as cybersecurity demand and 23% profit growth signal accelerating market traction.

FactSet climbed on modest earnings beat, but limited growth guidance tempers expansion outlook.

Datadog stock rocketed higher after a strong quarterly beat and major federal security certification fueled investor optimism.

PPL Corp reported Q1 2026 net income of $452M, up from $414M a year ago. The company reaffirmed full-year guidance as Kentucky utility rates supported results.

Fluor shares fell sharply after Q1 2026 EPS of $0.14 missed the $0.52 consensus. The company also lowered its 2026 guidance amid project charges and legal costs.

FIS posted strong net income growth in Q1 2026 but missed revenue targets, keeping shares under pressure near multi-year lows.

Gilead tops Q1 revenue estimates but stock falls as acquisition costs and revised loss guidance cloud the outlook.

Guardant Health crushes Q1 estimates and hikes full-year guidance as cancer screening revenue soars on FDA wins.

Gen Digital surpasses $5B annual revenue milestone with accelerating double-digit growth, buoyed by rising cybersecurity demand.

Expedia Q1 EPS beat miss analyst expectations, yet stock fell as forward guidance disappointed travel investors.

EPAM drops 2.55% despite earnings beat and raised profit guidance, as analyst concerns over Q2 revenue outlook weigh on sentiment.

ENOV jumps nearly 10% on Q1 earnings beat and reaffirmed guidance, bouncing back from prior weakness.

ED slides 0.45% after mixed Q1 results, but reaffirms full-year adjusted EPS guidance at $6.00–$6.20.

CytomX's Q1 revenue more than doubled consensus, though per-share loss exceeded guidance in preliminary results.

BlackSky stock crashes 20% after missing Q1 targets but lifts full-year guidance on record contract wins.

BridgeBio's Q1 revenue surge powered by Attruby sales beat estimates, though EPS missed—stock authorizes $500M buyback.

AMPH reported Q1 adjusted EPS of $0.42 vs. $0.72 expected. Net revenues came in at $171.2M as the stock fell ~10% after hours.

A $1.8B cloud infrastructure commitment from a leading AI model provider overshadowed a Q1 EPS miss, sending AKAM shares up over 24% after hours.

Axcelis posted Q1 adj. EPS of $0.72, narrowly beating estimates, while Q2 guidance came in above consensus. Shares fell sharply on the day.

Airbnb posted Q1 revenue of $2.68B, up 17.9% YoY, beating estimates. EPS of $0.26 missed by 14.1%, yet the company raised its annual sales outlook.

Applied Optoelectronics shares fell sharply following its Q1 2026 earnings release. Revenue growth remains strong at 33.9% YoY, but margins stay negative.

Fixed-income trading platform falls 1.6% despite record quarterly revenue and EPS beat as profit-taking offsets strong results.

Fast-food giant rises modestly after earnings beat on comparable sales strength fueled by value menu and Big Arch burger.

Consumer health stock rises 1.8% on earnings beat driven by margin growth, with pending Kimberly-Clark deal providing new catalyst.

Biotech stock slides 1.7% as Q1 revenue disappointed, though operating losses contracted as R&D spending moderated.

Aircraft parts maker surges 5.7% after Q1 beat and raised full-year guidance, signaling strong commercial and defense momentum.

Grainger jumped 3.09% after raising its 2026 profit outlook on robust demand for maintenance and services offerings across its industrial distribution network.

Green Plains dropped sharply after Q1 results revealed negative net margins and a 26.6% revenue decline year-over-year.

Evergy topped first-quarter profit forecasts and reaffirmed full-year guidance, powered by regulated investment recovery and stronger customer demand.

EPAM topped Q1 2026 EPS estimates and lifted its full-year profit outlook, though a revenue miss kept the stock under pressure.

Enovis posted $589M in Q1 sales and $0.89 adjusted EPS, topping estimates. Reconstructive segment led growth as the company reiterated its full-year outlook.

Datadog posted $1.006B in Q1 revenue, up 32% YoY, beating estimates and issuing stronger-than-expected Q2 guidance. Shares rose nearly 24%.

CRL posted Q1 EPS of $2.06 and revenue of $995.8M, topping Wall Street estimates. Full-year guidance was reaffirmed amid ongoing portfolio reshaping.

BlackSky missed Q1 revenue estimates but secured $160M in new contracts and raised full-year guidance, sending shares sharply higher.

CVS Health surged 7.65% on Q1 earnings beat and full-year guidance raise, as the healthcare conglomerate demonstrates margin expansion and operational momentum.

Carter's surged 11.67% after Q1 2026 earnings as the children's apparel retailer signaled improved operational efficiency with gross margins holding near 45%.

Cencora missed Q2 estimates but raised annual guidance, yet stock fell 17.38% as investors fret over near-term margin pressure in healthcare distribution.

First-quarter net income of $615M smashes estimates as nitrogen pricing surges on Strait of Hormuz supply concerns.

Strong AI and IT infrastructure demand lifted Q1 revenue, but 20% stock drop suggests market disappointment elsewhere.

Silver miner's shares jump 9.46% as Q1 results benefit from elevated precious metals prices and operational gains.

Cloud software and connected devices propel 34% YoY Q1 revenue growth; company raises full-year forecast.

Utility raises full-year outlook as Q2 results demonstrate operational stability amid rate recovery efforts.

Arcutis Biotherapeutics posted strong ZORYVE revenue growth of 65% YoY in Q1 2026, though EPS of $(0.09) fell short of the $(0.06) consensus.

Arm Holdings surged 13.6% after posting record quarterly revenue and issuing above-consensus Q1 FY2027 guidance of $1.26B at midpoint.

APA reported Q1 2026 revenue of $2.33B, up 8.8% YoY, with non-GAAP EPS of $1.38 beating consensus by 20.9%. Shares fell 7.67% on the day.

Albemarle returned to profitability in Q1 2026, posting $319.1M in net income as rising lithium prices drove a more than sixfold jump in quarterly profit.

ADMA Biologics reported flat Q1 2026 revenue of $114.5M but delivered net income of $45.3M, while the FDA approved a pediatric label expansion for ASCENIV.

MUR shares fell 1.14% after Q1 results revealed a 76.2% EPS collapse and negative operating margins, signaling energy sector distress.

MAR delivered Q1 revenue matching expectations and posted strong operating margins, though EPS growth of only 1.6% suggests limited near-term acceleration.

KHC topped Q1 revenue expectations and declared a $0.40 quarterly dividend, but negative net margins and declining earnings growth signal underlying weakness.

JCI beat Q2 revenue, raised full-year earnings guidance, and cited explosive data center cooling demand as a major growth driver.

GPN beat Q1 profit estimates and raised full-year guidance, though shares fell 3.25% in a broader market move.

Biotech Geron shares rose 5% following first-quarter results and plans to present at investor conferences, signaling catalysts ahead.

Utility Exelon exceeded first-quarter estimates driven by higher regulated rates and increased power demand across its footprint.

Gene-editing biotech Editas beat EPS expectations but missed revenue targets, reflecting slower-than-expected commercial progress.

Disney's streaming business turned a corner with robust profit growth, while parks and experiences posted strong results in Q2 2026.

CVS Health delivered Q1 EPS above estimates and lifted 2026 guidance, driving shares higher despite broader market pressure.

Carter's Q1 2026 net sales rose 8.1% to $681M, with U.S. Retail comparable sales up 10.5%. Shares trade at $33.34, up 0.51% on the day.

Cencora posted Q2 FY2026 revenue of $78.4B, missing estimates, but raised its annual profit outlook on steady specialty medicine demand.

CDW posted Q1 2026 revenue of $5.68B, up 9.2% YoY, beating Wall Street estimates on resilient IT spending. The stock trades at $136.80, up 1.11% on the day.

DVA gained 1.92% on Q1 beat and raised full-year guidance; dialysis demand remains resilient.

DUK ticked up 0.10% on Q1 beat; revenue grew 8% but earnings fell 2.2%, reflecting rate regulatory dynamics.

DD jumped 8.43% after beating Q1 expectations on cost initiatives; operating margin expanded significantly.

CTVA gained 2.71% on Q1 earnings beat; seed and crop protection demand remains robust ahead of 4Q separation.

CMI stock surged 2.76% on Q1 EPS beat and raised full-year guidance, driven by explosive AI infrastructure demand.

Chord Energy posted strong Q1 2026 results and updated guidance, though stock remains flat as energy sector navigates crude price headwinds.

Ball topped Q1 estimates but shares fell as year-over-year margin pressure and slowing operating leverage overshadowed the earnings beat.

Aptiv stock tumbled despite topping Q1 revenue and EPS estimates, as -43.4% EPS decline and modest 5% revenue growth signal underlying weakness.

Arista reported strong Q1 earnings and revenue, but shares tumbled as forward guidance disappointed despite robust AI equipment demand.

AMD stock jumped 4% after reporting Q1 EPS and revenue that topped expectations, fueled by strong AI infrastructure demand.

Assurant posted record Q1 2026 results with revenue up 11.3% YoY to $3.42B and non-GAAP EPS of $5.95, beating consensus by 11.7%. The company raised its full-year guidance.

American Electric Power posted Q1 2026 operating EPS of $1.64 and held its full-year guidance steady. Revenue rose 10% YoY as new load deals support long-term contracted growth.

Ameren posted Q1 2026 EPS of $1.28, topping the $1.18 consensus, as net income rose 23.5% year-over-year. Full-year EPS guidance of $5.25–$5.45 was reaffirmed.

ADPT reported a Q1 2026 net loss of $20M, or $0.13 per share, as shares fell 4.97%. Revenue growth of 51% YoY underscores the company's commercial momentum.

Archer-Daniels-Midland Q1 adjusted EPS of $0.71 topped estimates, driven by ethanol margins. Raised 2026 guidance sent shares to a new 52-week high.

OXY gains 2.7% as markets await Q1 results, trading on elevated oil prices and strong gross margins that support shareholder returns.

MSTR climbs 3.7% as investors await Q1 earnings, tracking the company's aggressive bitcoin acquisition strategy and treasury expansion.

MPC surges 2.6% after Q1 beat driven by robust refining margins and 251% EPS growth, offsetting slight revenue decline.

LDOS tightens near flat on strong Q1 results and raised 2026 forecast, driven by robust defense and intelligence demand.

KBR stock rises 3.3% on Q1 revenue beat and 52% earnings-per-share growth, signaling momentum in engineering and defense.

Research and advisory firm Gartner beat Q1 expectations and lifted annual profit guidance, driven by elevated AI consulting demand.

Pet diagnostics leader IDEXX beat Q1 expectations and lifted full-year forecasts, signaling robust demand in veterinary care.

Dental distributor Henry Schein exceeded Q1 revenue expectations but reaffirmed annual guidance, suggesting base-case execution.

Defense contractor HII topped Q1 estimates but faced cost pressures that squeezed margins, a signal of execution risk ahead.

Eaton lifts full-year guidance to 10% organic growth after Q1 beat, though Q2 profit forecast signals near-term caution.

Duke Energy beat Q1 profit and revenue estimates, citing rate recovery and favorable weather, though earnings declined 2.2% year-over-year.

DuPont rose on strong Q1 earnings and lifted full-year profit and sales guidance, crediting pricing actions and operational discipline despite oil price volatility.

Aluminum packaging maker Ball delivered strong Q1 results, beating sales and profit estimates as beverage and food demand remained resilient.

Aptiv posted higher Q1 2026 profit and revenue on sustained auto parts demand. The EDS business spin-off into Versigent closed April 1, reshaping the company's structure.

American Electric Power topped Q1 2026 profit estimates and lifted its five-year capital plan to $78B, driven by rising data center power demand.

Archer-Daniels-Midland beat adjusted profit estimates in Q1 2026 despite missing revenue expectations. Grain trading margins provided the key lift.

Stock plummets 7% after Q2 revenue beat offset by widening operating losses and negative per-share earnings.

AI data center builder surges 21.6% on blowout Q1 earnings and raised full-year revenue and profit guidance.

Utility stock edges lower despite beating earnings estimates and posting 3% revenue growth in first quarter.

Stock jumps 1.4% as CEO Alex Karp delivers earnings beat on 70% revenue growth and surging government sales.

Chipmaker posts EPS beat and upbeat Q2 guidance on resilient automotive demand, though Q1 revenue fell short.

FPGA leader rallies after topping Q1 estimates and announcing major software acquisition to expand secure platform portfolio.

Building products maker slides after Q1 2026 results reveal deepening profitability challenges and weak forward outlook.

Ichor shares jump 8.23% after posting mixed Q1 results but raising full-year outlook on robust demand recovery.

Fabrinet posted record Q3 FY2026 revenue and EPS of $3.72, beating guidance — yet shares fell 9.6% after hours on a narrow revenue miss.

FANG topped Q1 consensus on both revenue and EPS, raised its dividend, and boosted production guidance. Shares climbed 2.91% to $213.69.

BWX Technologies delivered a strong Q1 2026, with revenue of $860.2M and non-GAAP EPS beating consensus by 21%. The stock edged lower as the market had already priced in the momentum.

AXSM surged 8.31% to $223.70, clearing its prior 52-week high, after Q1 2026 revenue of $191.2M topped estimates. Launch costs remain a near-term drag on profitability.

Advanced Energy beat Q1 revenue estimates with 26% YoY growth, but weak Q2 EPS guidance sent shares down sharply in after-hours trading.

Colgate stock rises despite flat EPS growth, as emerging market strength and 8.4% revenue growth balance elevated cost inflation.

Oracle stock rallies on strong revenue growth of 21.7% and EPS expansion of 24.5%, driven by accelerating AI infrastructure and cloud adoption.

Clorox shares plunge 9.67% after Q1 margin expansion is overshadowed by cautious 2026 outlook and reduced forward guidance.

SPXC slides despite lifting revenue outlook, as higher leverage and tariff headwinds weigh on investor sentiment.

MTZ climbs 5.93% after posting record Q1 results and lifting full-year revenue outlook amid surging infrastructure demand.

Norwegian Cruise Line beat EPS estimates by 61% but missed revenue forecasts and cut its full-year outlook, sending shares lower before recovering.

Loews reported Q1 2026 net income of $337M, down from $370M a year ago, as revenue rose 1.4% YoY to $4.56B. Shares trade near 52-week highs.

AXSM posted Q1 2026 revenue of $191.2M, up sharply year-over-year, but reported a net loss of $64.5M as commercial launch spending weighed on margins.

NWL surges as Q1 earnings top estimates and management raises full-year outlook, signaling operational turnaround.

MRNA stock falls 1.24% as Q1 results show massive revenue decline and negative margins across the board.

LYB shares dip as Q1 results reveal negative margins and declining revenue, signaling sector stress in plastics.

LIN stock gains 1.35% as Q1 EPS beats estimates and management raises dividend, affirming industrial gas strength.

EL stock climbs 3.38% on Q3 earnings as the beauty giant demonstrates improved operational discipline.

Dominion Energy posted Q1 2026 operating EPS of $0.95, topping Wall Street estimates, with CVOW progress and reaffirmed 2026 guidance supporting investor confidence.

Chevron reported Q1 2026 adjusted EPS of $1.41, topping consensus as production volumes rose. Shares slipped 1.39% to $190.63 amid broader energy sector weakness.

Cboe Global Markets shares surged $26.87 on May 1 following an 8-K earnings filing. Net margin of 23.3% and 60.5% EPS growth underscore the strength.

NWL surged 3.55% after beating Q1 expectations and raising full-year guidance, signaling stabilization in consumer products demand.

MRNA edged up 0.48% after beating Q1 revenue expectations as international sales and renewed COVID vaccine demand offset domestic weakness.

LYB surged 1.79% after beating Q1 adjusted EPS estimates amid geopolitical-driven market shifts and expectations for Q2 margin recovery.

LIN dropped 0.71% despite beating Q1 adjusted EPS estimates as the market had already priced in the forecast-beating results.

EL stock surged 1.35% after beating Q3 EPS estimates and raising full-year guidance despite a revenue miss.

Dominion Energy reported Q1 2026 net income of $621M ($0.69/share), down from $0.77 a year ago. Shares rose 3.2% to $64.50.

Chevron beat Wall Street's EPS forecast by 48% in Q1 2026, but net income dropped to $2.2B amid derivative charges and lower year-over-year revenue.

Colgate-Palmolive topped Q1 2026 estimates with EPS of $0.97 and revenue of $5.32B, up 8.4% YoY. Shares rose 1.03% to $85.36.

Church & Dwight beat Q1 2026 revenue and EPS estimates, with net sales of $1.47B and non-GAAP EPS of $0.95 — 2.3% above consensus.

Cboe Global Markets posted Q1 net income of $384.1M, or $3.66 per share. Shares dipped 1.80% as the stock retreats from near record levels.

First Solar surged 5.92% after delivering Q1 EPS and revenue beats while maintaining full-year 2026 guidance amid rising solar demand.

DexCom delivered higher-than-expected Q1 EPS but disappointed on revenue and reaffirmed full-year guidance, triggering after-hours selling.

DTE Energy rose 3.17% despite Q1 EPS miss, buoyed by talks to secure 2 GW of new industrial load under long-term contracts.

Clorox shares rose 1.76% despite cutting annual profit guidance on weak cleaning-product demand and persistent input cost pressures that squeeze margins.

Cigna edged up slightly despite a 0.60% decline as Q1 earnings beat consensus on strong Evernorth performance, with management raising full-year profit guidance.

Caterpillar surged 9.88% after Q1 results boosted a broader market rally, though earnings contracted 11.4% year-over-year despite solid 18% revenue growth.

Carrier jumped 8.79% after Q1 earnings as data center orders soared 500%, offsetting a slight revenue decline and offsetting prior-year earnings contraction.

Cardinal Health shares dropped 4.9% after Q3 earnings beat on EPS, but revenue underperformed and forward guidance concerns weigh.

BIO rose to $280.12 following Q1 2026 results, with the in vitro diagnostics specialist posting solid profitability metrics.

Arthur J. Gallagher posted strong Q1 2026 revenue growth of 27.9% YoY to $4.76B. Non-GAAP EPS of $4.47 came in 1% above analyst estimates.

AIG delivered a strong Q1 2026 beat with adjusted EPS of $2.11 vs. $1.92 expected, driven by sharply lower catastrophe losses and an 11% dividend hike.

Apple reported Q2 revenue of $111.2B and EPS of $2.01, beating estimates, as Tim Cook prepares to hand the reins to John Ternus in September.

DTE slipped 1.04% after Q1 EPS miss, though heavy infrastructure spending and revenue growth offer longer-term upside.

COP rose 3.16% on Q1 beat but slashed full-year guidance citing geopolitical disruptions to Qatar LNG operations.

Cigna surged 2.60% after Q1 EPS beat and full-year guidance hike, driven by robust Evernorth healthcare services performance.

CAT delivered record Q1 sales fueled by AI infrastructure demand, though stock dipped 0.96% as market digests results.

Stock barely moves after beating EPS and revenue estimates, but year-over-year earnings fell sharply.

Stock gains on third-quarter earnings beat and raised full-year guidance, reversing earlier sales weakness.

Shares dip 1.15% despite EPS beat and revenue growth driven by key pipeline assets, with full-year outlook maintained.

Stock drops 5.38% after Q1 earnings fell short on the bottom line, though revenue exceeded expectations.

AOS reported Q1 revenue of $945.6M, missing estimates by ~4%, and trimmed its full-year guidance. Shares are trading near a 52-week low.

AMETEK delivered record Q1 revenue and raised its full-year outlook, while announcing a deal to acquire First Aviation Services. Shares trade near $227.87.

Everest Group stock edges down despite Q1 earnings beat as revenue miss signals execution challenges despite profit strength.

eBay surges 3.4% after Q1 earnings beat, despite headwinds from earnings decline offsetting better-than-expected revenue.

Cognizant stock slips after Q1 beat as management issues cautious forward guidance amid IT budget uncertainty.

Carpenter stock dips 5% despite Q3 earnings beat and margin expansion as aerospace demand drives record profitability.

Chipotle stock surges after Q1 revenue beat, driven by unexpected comparable-restaurant sales growth.

C.H. Robinson beat Q1 EPS estimates despite reporting revenue below expectations, signaling cost discipline amid sector weakness.

Biogen jumped 6% after delivering a strong Q1 with broad-based product sales growth, led by Alzheimer's disease franchises.

American Water reported a Q1 earnings miss, though the company reaffirmed full-year guidance and raised its dividend.

Amphenol surged 3.24% on strong Q1 results, delivering 49.1% revenue growth and exceptional earnings expansion.

Amazon reported strong Q1 results with robust cloud revenue, though stock reaction remained muted despite earnings beat.

Allstate beat Q1 2026 revenue estimates and delivered EPS of $10.65, well above analyst expectations. Net income reached $2.46B as the stock trades near its 52-week high.

ALGN delivered a 12.8% EPS surprise in Q1 2026, with revenue up 6.2% YoY to $1.04B. Shares climbed over 5% in after-hours trading.

Aflac topped revenue estimates in Q1 2026 but fell short on EPS. Analyst sentiment has shifted notably more cautious in recent months.

Automatic Data Processing topped Q3 estimates with $3.63B in revenue and 7% growth, prompting management to raise its FY26 guidance.

AbbVie lifted its 2026 EPS guidance to $14.28 after Q1 EPS of $2.65 and $15B in revenue topped estimates, driven by Skyrizi and Rinvoq strength.

ETSY jumped on Q1 beat and steady demand, but shares fell 2.92% intraday as the forward P/E of 10.9x signals the market has already priced in recovery.

ETR gains traction after Q1 beat and long-term guidance hike, though elevated P/E of 28.9x signals premium pricing in the utility sector.

EG climbs 1.03% with a forward P/E of just 5.7x, the lowest among major insurance and business services peers, as Q1 results loom.

Cognizant slipped on Q1 revenue miss and Q2 guidance below estimates, signaling cautious IT spending—offset partially by strategic $600M Astreya AI acquisition.

Carpenter Technology delivered Q3 FY2026 results with 25.9% earnings growth, though valuation at 49.7x trailing P/E suggests premium pricing.

Biogen shares rose 1.50% after beating Q1 revenue estimates, but management slashed full-year adjusted EPS guidance to $14.25–$15.25, signaling caution ahead.

Amphenol reports record first-quarter results with management signaling continued sales momentum through Q2 on broad end-market strength.

ADP posted Q3 revenue of $5.94B and EPS of $3.37, beating estimates. Shares rallied over 4% as the company lifted its full-year 2026 forecast.

AbbVie topped Q1 2026 EPS estimates and lifted its full-year profit outlook, driven by immunology and neuroscience portfolio growth.

Utility reports top-line beat but bottom-line miss; reaffirms full-year guidance amid regulatory pressures.

Self-storage REIT beats Q1 estimates but cuts full-year FFO guidance as demand softens, sending cautionary signal.

Apartment REIT rallies 4.30% after Q1 core FFO beat, signaling operational momentum in tight rental markets.

Apartment REIT beats stock expectations with 4.54% gain after reporting mixed first-quarter earnings.

Solar inverter maker stumbles on weak demand despite developing solid-state transformer for AI data centers.

Edison International tops EPS estimates despite Q1 revenue shortfall, signaling operational strength amid regulatory pressures.

Ecolab delivers modest 4.8% revenue growth and 20.2% earnings expansion in Q1 despite gross margin compression.

CoStar delivers 23% revenue growth and $67M in annualized net new bookings despite a 0.77% stock decline.

Centene stock jumps 13.95% following Q1 results driven by strong revenue growth and positive Medicaid trends.

CMS Energy reports Q1 earnings while Michigan data center demand reshapes the utility's growth outlook.

CCEP gains 1.13% on strong earnings growth despite minimal revenue expansion, signaling margin improvement.

BXP stock rises 1.95% on Q1 beat and strong 2026 FFO guidance, buoyed by AI company leasing demand.

Booking beats on profit with 16% revenue growth, but geopolitical risks cloud near-term travel demand outlook.

Franklin Resources surges 6.86% on Q2 earnings beat and 60.6% earnings growth, signaling stronger profitability recovery.

Bloom Energy crushes Q1 forecasts with 130% revenue growth and raises full-year guidance, though stock dips 3.5% post-announcement.

AVY delivered adjusted EPS of $2.47 in Q1 2026, up 7% year-over-year, driven by volume gains and disciplined cost control. Shares trade at $166.49.

Allegion reported ~10% Q1 revenue growth but shares fell sharply. An ERP-related disruption in its international mechanical business offset solid Americas momentum.

AIT delivered its strongest organic sales growth in over two years in Q3 2026, driving record quarterly EBITDA. Shares touched a new 52-week high.

Arch Capital beat Q1 2026 EPS estimates with $2.50, driven by strong underwriting income and a sharp drop in catastrophe losses. Shares trade near $97.

KO's Q1 earnings beat and raised profit guidance sent shares higher, offsetting broader market weakness.