Tag
#earnings
Burry buys MercadoLibre in the $1,600s after post-earnings drop
Michael Burry bought a full position in MercadoLibre after the stock fell 13% on a Q1 margin miss, betting his IV15 framework will prove right over a 15-year horizon.
Cisco (CSCO) surges 17% on Q3 beat as AI orders double to $9bn
Cisco shares jumped 17% in extended trading after the networking giant beat Q3 estimates, raised its AI infrastructure orders forecast to $9bn from $5bn, and unveiled a $1bn restructuring that will cut nearly 4,000 positions.
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.
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.
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.
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.
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.
Markets face April CPI test as earnings tide lifts tech to records
Investors head into the week of May 11 facing the April consumer price index and earnings from Circle, Nebius, and Applied Materials. The S&P 500 gained 2.3 per cent last week and the Nasdaq closed at a record, with the tech sector up 7 per cent.
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.
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.
Coinbase buys $88M in Bitcoin in Q1, expands treasury to 16,492 BTC
Coinbase bought $88 million worth of Bitcoin in Q1 2026, adding 1,103 BTC to a corporate treasury now worth $1.3 billion. CFO Alesia Haas also detailed a perpetual USDC revenue-sharing deal with Circle.
CoreWeave Q1 revenue beats but wider loss and soft guidance sink stock 11%
CoreWeave posted a wider-than-expected Q1 loss of $1.40 per share and guided Q2 revenue below consensus, sending shares down 11.4 per cent on Friday despite a revenue beat and a near-$100bn order backlog.
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.
Coherent (COHR) Q3 revenue $1.81bn beats; shares fall 6% on profit miss
Coherent Corp. reported fiscal Q3 revenue of $1.81 billion, up 20.5 per cent year over year, with non-GAAP EPS of $1.41 beating Street estimates. The shares fell 6 per cent in after-hours trading as adjusted operating income missed expectations and capital spending surged to support a multiyear Nvidia supply agreement.
Houlihan Lokey FY revenue hits record $2.6bn; Q4 EPS misses
Houlihan Lokey posted record full-year revenue of $2.6bn for fiscal 2026, up 10 per cent on the prior year. Fourth-quarter adjusted EPS of $1.63 missed estimates, but a record M&A pipeline and a 17 per cent dividend increase kept the investment case intact.
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.
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.
SoFi (SOFI) Q1 revenue beats, profit doubles, but unchanged 2026 guidance sinks stock 15%
SoFi Technologies reported record Q1 revenue of $1.10 billion and net income of $166.7 million, its tenth straight profitable quarter. The stock fell 15 per cent on the day after management left full-year guidance unchanged.
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.
Intuit (INTU) rises 4.9% as QuickBooks Workforce AI, Credit Karma expansion land
Intuit shares rose 4.9 per cent on May 7 after the company unveiled QuickBooks Workforce, an AI-native HCM platform for small businesses, and opened Credit Karma to the estimated 17 million US adults without a credit history. The product push builds on strong Q2 results that beat consensus.
Gilead Q1 EPS $2.03 beats; raised guidance overshadowed by $11.5bn deal charge
Gilead Sciences beat on EPS and revenue and raised 2026 product-sales guidance, but a $11.5 billion in-process R&D charge tied to three pending acquisitions sent shares down 1.6 per cent and flipped reported EPS guidance into a loss range.
