Section
Earnings
India earnings rebound becomes a commodity-cost stress test
India earnings outlook is darkening as oil, steel and food costs rise, threatening margins, valuations and foreign investor confidence.
SharkNinja lifts 2026 outlook after Q1 earnings beat
SharkNinja beat first-quarter estimates, lifted its 2026 sales and EPS outlook, and said tariffs still weighed on margins.
Nvidia earnings: Q1 revenue $81.6bn, Q2 guide $91bn
Nvidia reported $81.6 billion in Q1 revenue and guided to $91 billion for Q2, extending its run as the AI infrastructure trade's anchor stock even as investors weigh how long the buildout can last.
Lowe's beat estimates, but housing still set the verdict
Lowe's earnings beat on sales and profit, but muted shares and steady guidance showed mortgage rates and weak housing turnover still matter more.
Target (TGT) earnings: 4% sales outlook tests rebound
Target earnings showed 5.6 per cent comparable-sales growth and a 4 per cent sales outlook, sharpening the market's read on shoppers and the turnaround.
Xanadu (XNDU) reports 4x revenue growth, wider first-quarter loss
Xanadu's first quarterly report offered public investors an early test of whether quantum-computing revenue can scale fast enough to offset rising losses and heavy commercialisation spending.
Nvidia (NVDA) Q1 earnings seen at $78.75bn as AI demand lifts chip stocks
Nvidia is set to report first-quarter results after the bell on 20 May, with Wall Street expecting $78.75bn in revenue driven by insatiable AI demand. Here is what to watch.
Green Dot net income jumps 109% to $53.8M ahead of Smith Ventures sale
Green Dot Q1 net income more than doubled to $53.8 million as the fintech bank holding company posted a 17 per cent revenue gain and its widest EPS beat in six quarters ahead of a planned sale to Smith Ventures and CommerceOne.
Lemonade (LMND) Q1 revenue jumps 71%; stock falls 15% on profitability gap
Lemonade reported Q1 2026 revenue of $258m, up 71 per cent, and narrowed its quarterly net loss to $35.8m. Shares closed about 15 per cent lower as investors weighed an EPS beat of 17.5 per cent against the gap to GAAP profit and a 33 per cent in-force premium guide.
Trump Media (DJT) Q1 loss widens to $406M as bitcoin and CRO holdings buckle
TMTG's Q1 net loss widened to $405.9 million as $244 million of crypto markdowns and $108.2 million of equity losses overwhelmed an operating business that turned over just $871,200. The asset book, not Truth Social, is now the story.
Live Nation Q1 revenue beats; $450m legal charge tips quarter to loss
Live Nation posted first-quarter revenue of $3.79bn, beating consensus, but a $450m antitrust legal accrual pushed the company to a net loss. The stock rose 6.7 per cent as investors focused on record demand indicators across concerts, ticketing, and sponsorship.
Estee Lauder Q3 EPS beats 40% as China, fragrance drive margin rebound
Estee Lauder Cos. (EL) reported fiscal third-quarter adjusted earnings of $0.91 per share, beating the $0.65 analyst consensus by 40 per cent, as a rebound in Chinese demand and double-digit fragrance growth drove the strongest margin expansion in three years.
Rackspace Technology (RXT) Q1 revenue beats; stock surges 55% on AMD AI cloud deal
Rackspace Technology shares surged 55 per cent after the cloud provider beat first-quarter revenue estimates, swung to a GAAP profit, and announced a non-binding AMD partnership to build governed enterprise AI infrastructure. Full-year guidance was reaffirmed.
Kinross (KGC) Q1 free cash flow tops $840m on doubled gold-price margins
Kinross Gold delivered $837.5 million of attributable free cash flow in Q1 as a $4,873 average realised gold price drove margins per ounce up 92 per cent. Shares jumped about 7 per cent in premarket trading on April 30.
Palantir (PLTR) Q1 revenue up 85% to $1.63bn; stock falls 7%
Palantir first-quarter revenue jumped 85 per cent to $1.633 billion and adjusted EPS of $0.33 cleared the $0.27 consensus by 22 per cent. The stock still fell about 7 per cent as investors questioned whether US commercial growth justified a multiple near 42 times forward sales.
Lattice Semi Q1 EPS beats by $0.04, revenue up 42%
Lattice Semiconductor Q1 2026 earnings beat consensus as data-centre and AI server demand drove a 42 per cent revenue jump. The company also announced a $1.65bn acquisition of AMI, a firmware and platform management provider.
Victory Capital Q1 revenue jumps 77% to $388M, AUM tops $313bn
Victory Capital Holdings posted record first-quarter revenue of $388 million, up 76.7 per cent from a year earlier, as the integration of its Amundi US acquisition pushed assets under management past $313 billion.
Affirm Q3 revenue rises 33% to $1.04bn, EPS beats by $0.13
Affirm Holdings reported fiscal third-quarter revenue of $1.039 billion, beating analyst estimates by more than 4 per cent, as GMV rose 35 per cent to $11.6 billion. Diluted EPS of $0.30 topped the $0.17 consensus and the stock rose 1.29 per cent after hours.
Whirlpool swings to Q1 loss, suspends dividend, cuts 2026 EPS outlook
Whirlpool reported an $85 million Q1 net loss on Thursday and slashed its full-year ongoing EPS guidance to $3.00 to $3.50, from a prior $6.23, citing recession-level appliance demand. The company suspended its common dividend to prioritise debt paydown, and shares fell roughly 13.6 per cent premarket.
Tyler Technologies Q1 EPS beats by $0.09; ARR up 10.4%, FCF doubles
Tyler Technologies posted Q1 non-GAAP EPS of $3.09 against a $3.00 consensus on revenue of $613.5m, with ARR accelerating to 10.4 per cent and free cash flow more than doubling. Shares barely moved.
Marriott Q1 earnings beat lifts shares as travel demand holds; RevPAR outlook raised
Marriott International shares rose 1.28 per cent after Q1 earnings beat and full-year RevPAR guidance raised.
Cisco closes at record $96.57 ahead of Q3 earnings as AI orders climb
Cisco Systems shares closed at a record $96.57 on Friday, rising 4.8 per cent, as investors positioned ahead of fiscal third-quarter results due May 13. AI infrastructure orders are expected to approach $5bn for the year.
Fair Isaac (FICO) Q2 EPS beats by $1.53; revenue $692m, guidance raised
Fair Isaac Corp. reported fiscal second-quarter earnings on 28 April that beat analyst estimates, raised full-year revenue and profit guidance, and sent shares up roughly 4.4 per cent, with mortgage origination volumes more than doubling year over year.
Coinbase Q1 revenue misses as volume drops, market share hits 8.6% record
Coinbase reported $1.4bn in Q1 revenue, missing consensus of $1.56bn, as crypto trading volumes declined more than 20 per cent quarter-over-quarter. But spot market share hit a record 8.6 per cent and stablecoin revenue rose 55 per cent year-over-year to $305m.
Coinbase Q1 revenue misses as volume drops, market share hits 8.6% record
Coinbase reported $1.4bn in Q1 revenue, missing consensus of $1.56bn, as crypto trading volumes declined more than 20 per cent quarter-over-quarter. But spot market share hit a record 8.6 per cent and stablecoin revenue rose 55 per cent year-over-year to $305m.