Salesforce Earnings Are Here -- Wall Street Is Bracing for a Massive Stock Swing
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Goldman sees massive AI windfall for chip stocks as hyperscalers ramp spending
On the bottom line, our first quarter results exceeded expectations on both operating income and earnings per share. One quarter in, the team continues to stay agile in a dynamic global environment, and 2026 is shaping up to be another year of consistent progress as we maintain our full year outlook on net sales, operating margin and earnings per share.
Technology and energy remain the market’s strongest-performing sectors year-to-dateS&P 500 technology companies delivered nearly 30 per cent revenue growth and 54 per cent earnings growth in Q1Fund managers now view long semiconductors as the most overcrowded trade, signalling potential caution aheadStrong tech earnings continue to drive market leadershipTechnology continues to dominate market leadership in 2026, and according to Bruce Campbell, the earnings data may justify much of the enthusia
Walmart (NASDAQ: WMT) stock has dropped 11% over the past five trading days. This downturn comes right on the heels of the company's recent Q1 2027 earnings release, where, despite strong e-commerce growth and beating revenue forecasts, the stock faced immediate pressure. It is a pullback that should make investors take notice.
Moby summary of Movado Group, Inc.'s Q1 2027 earnings call
Zscaler (ZS) delivered a "decent" fiscal Q3, outperforming across most key metrics, though fiscal 20
Boston Scientific's CEO stated that the company will update its three-year plan, including targets for FY27 and FY28, after the third-quarter earnings call.
Moby summary of Dycom Industries, Inc.'s Q1 2027 earnings call
Intel has been on fire lately. In the past six months alone, the company’s stock price has rocketed 203%, reaching $123.10 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Modine Manufacturing (NYSE:MOD) executives said the company closed fiscal 2026 with another record year for revenue and adjusted EBITDA, driven by rapid growth in data center cooling and the continuing reshaping of its portfolio toward higher-growth businesses. President and Chief Executive Officer
Verizon (VZ) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Celestica (CLS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Peabody Energy has been treading water for the past six months, recording a small loss of 4.1% while holding steady at $26.11. The stock also fell short of the S&P 500’s 9.1% gain during that period.
Abercrombie & Fitch (NYSE:ANF) reported record first-quarter fiscal 2026 net sales and maintained its full-year outlook, even as geopolitical pressure in the Middle East and parts of Europe weighed on results in the EMEA region. Chief Executive Officer Fran Horowitz said the company delivered i
(Bloomberg) -- Veteran market strategist Ed Yardeni of Yardeni Research dismissed concerns that US stocks are in a bubble, arguing the rally is driven by “fabulous earnings momentum” rather than speculation.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From KyivUS Strikes Targets in Ir
PDD (NASDAQ:PDD) Holdings reported first-quarter 2026 revenue of RMB 106.2 billion, up 11% from a year earlier, as management emphasized a multiyear push to deepen supply chain investments and expand a new first-party brand business. On the company’s earnings call, Co-Chairman and Co-Chief Executiv
AI disruption fears continue weighing on Salesforce even as analysts project double-digit revenue growth and significant upside potential.
Wall Street expects another solid quarter as sales momentum stays strong.
Investing.com -- Abercrombie & Fitch Co. (NYSE: ANF) reported first-quarter results that exceeded earnings expectations while revenue fell slightly short, sending shares up 4.3% premarket as investors focused on the company's profitability.
Dick’s Sporting Goods narrowly cleared the bar for the first quarter but a cut in its full-year earnings outlook and cautious guidance sent shares sliding Wednesday. The Pennsylvania-based retailer posted first-quarter adjusted earnings of $2.90 a share, a touch above analysts’ calls for $2.89. Although the company raised the low end of its full-year comparable sales outlook for both the Dick’s and Foot Locker franchises, Dick’s now sees earnings of $13.27 to $14.27 a share, compared with a prior range of $13.70 to $14.70.
Wall Street’s technology stocks looked set to lead markets higher again on Wednesday as investors piled further into the artificial intelligence trade and global equity benchmarks hit fresh record highs. Futures for the Nasdaq 100 were up 0.6% ahead of the opening bell, while contracts for...
Investing.com -- Goldman Sachs has raised its S&P 500 year-end target to 8,000 from 7,600 in a note on Wednesday, citing an exceptionally strong first-quarter earnings season and upgraded profit forecasts, while warning that a bumpy path lies ahead.
Analysts see Abercrombie & Fitch to report a Q1 revenue of $1.12 billion with $1.28 earnings per share.
Identity management company Okta (NASDAQ:OKTA) will be announcing earnings results this Thursday after the bell. Here’s what you need to know.
Zscaler raised FY26 guidance after a strong Q3, leaning into AI security and record margins while cautioning on sales shifts and product ramp.
Elbit Systems' Q1 call touts record $30.2B backlog, surging European demand and a production buildout, pointing to mid-teens growth and more deals.
(Bloomberg) -- Strategists at Goldman Sachs Group Inc. joined peers at Morgan Stanley and Deutsche Bank AG in seeing a 17% return for the S&P 500 Index this year.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From KyivUS Strikes Targets in Iran Even as Trump Hails Progress on DealEarnin