Actualités

Commercial miss and valuation weigh on reaction

Traders brace for big move on results

GlobalFoundries (NASDAQ:GFS) reported first-quarter 2026 results that Chief Executive Officer Tim Breen said marked “a strong first quarter,” with all non-IFRS profitability metrics “at or above the high end of their respective guidance ranges.” Breen attributed the performance to execution and to p

Strong growth meets rising costs and big bets

The payments company said payment volume increased, but net income decreased compared to 2025.

(Updates with the latest stock movement in the first paragraph and headline.) DigitalOcean (DOCN)

Late in the first quarter, geopolitical events tightened global markets, disrupted trade flows, and drove global cracks higher. While estimates vary, we believe approximately 6 million barrels per day, representing close to 6% of global refined products capacity has come offline during the conflict in the Middle East.

Although the revenue and EPS for Duolingo (DUOL) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Strategy (Nasdaq: MSTR), formerly MicroStrategy, is the world's largest Bitcoin (BTC) treasury company. Led by billionaire founder Michael Saylor, the company holds 818,334 Bitcoin worth $66.67 billion now. Though the company skipped buying any BTC last week, it is still the leading Bitcoin ...

ETN tops Q1 estimates as revenues jump 17% and EPS rises 3%; it has lifted 2026 adjusted EPS guidance and sees 9-11% organic growth.

Uber will report first quarter earnings before the bell on Wednesday as the ride-hailing giant looks to prove its profit growth story is intact, even as its costly autonomous ambitions grow.

Unity is facing pressure from weak outlook and AI threats. Yet Wedbush Securities signals confidence and eyes potential upside into earnings.

Softer-than-expected U.S. commercial revenues appeared to outweigh raised sales guidance.

VTRS gears up to report Q1 results as import alerts, regional pressures and growth in key brands shape expectations ahead of May 7 release.

PayPal tops Q1 estimates as TPV jumps 11% and revenue climbs, signaling strong platform momentum despite operating margin pressure and softer engagement trends.

CoreWeave Rockets Into Earnings With High-Stakes AI Demand Test

Heavy activity on both call and put sides

AMPX heads into Q1 results with strong revenue growth expectations, fueled by battery demand, NDAA tailwinds and expanding market traction.

ATI beats Q1 EPS on strong aerospace and defense demand, but revenues miss estimates as pricing and product mix lift profitability.

APTV tops Q1 estimates with higher earnings and revenues, but regional weakness and margin pressure temper gains after its EDS spin-off.

Horizon Quantum posted its first earnings report since going public more than a month ago. Horizon’s operating loss swelled to $6.5 million from $4.7 million last year. Horizon, like its pure-play peers, has yet to turn a profit.

Shopify Drops After Strong Results: Guidance Clouds Growth Story

Gartner beats Q1 EPS estimates as contract value rises and costs ease, lifting the 2026 EPS and free cash flow guidance despite lower revenues.

Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.

Vertex tops Q1 estimates as revenues climb 8% on strong CF drug demand and new product gains. Its pipeline has advanced and its 2026 guidance reaffirmed.

Shopify Inc (TSX:SH., NYSE:SHOP) shares fell sharply on Wednesday, dropping 13.5% after the company reported mixed first quarter 2026 results that paired strong revenue growth with a sizeable loss and guidance that largely met expectations rather than exceeding them. For the quarter ended...

Fiserv beat Q1 earnings estimates on a 17 cents per share tax boost, but revenues miss as margins slide and Clover GPV hits $324B.

Rockwell Automation tops Q2 earnings estimates with strong volume, margin gains and organic growth, prompting a higher FY26 view amid broadening demand.

ORLA nears Q1 results as earnings estimates surge and gold output jumps, with Musselwhite gains offsetting weaker Camino Rojo performance.

SEZL will report Q1'26 results on May 6; consensus targets $132.2M in revenues and EPS of $1.24 as subscriptions, engagement and AI support growth.