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Fastly shares fall even as first-quarter earnings beat expectations. AI agentic traffic revenue is the key.
Texas Pacific (TPL) delivered earnings and revenue surprises of +1.97% and -2.14%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Kratos (KTOS) delivered earnings and revenue surprises of +26.28% and +7.70%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Clearfield (CLFD) delivered earnings and revenue surprises of 0.00% and +2.20%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Albemarle (ALB) delivered earnings and revenue surprises of +138.79% and +7.83%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Cirrus Logic (CRUS) delivered earnings and revenue surprises of +11.00% and +1.98%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
DoorDash stock rallied late Wednesday after the food-delivery company reported first-quarter earnings that beat estimates despite revenue slightly below expectations. For the March-ended quarter, DoorDash earned 44 cents per share, up slightly from 42 cents a year earlier. Sales increased 33% to $4 billion, below analyst estimates of $4.2 billion.
CoreWeave’s Q1 will reflect solid top-line growth as demand for its high-performance computing infrastructure remains solid.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.08%. June E-mini S&P futures (ESM26 ) rose +1.45%, and June E-mini Nasdaq futures...
Electricity storage and software provider Fluence (NASDAQ:FLNC) missed Wall Street’s revenue expectations in Q1 CY2026, but sales rose 7.7% year on year to $464.9 million. On the other hand, the company’s full-year revenue guidance of $3.4 billion at the midpoint came in 1.1% above analysts’ estimates. Its GAAP loss of $0.16 per share was in line with analysts’ consensus estimates.
Wall Street is looking for McDonald's promotions to help it offset expected consumer weakness.
Wall Street is looking for McDonald's promotions to help it offset expected consumer weakness.
<body><p>STORY: Walt Disney is kicking off a new era, and Wall Street liked what it heard.</p><p>Shares surged as much as 8.5% in Wednesday trading after the company reported quarterly results that topped analysts' expectations.</p><p>:; Disney</p><p>It was also the first earnings call for new Disney CEO Josh D'Amaro, who took over from longtime chief executive Bob Iger in mid-March.</p><p>D'Amaro used the moment to lay out his vision for the company, vowing to stay focused on creative excellence, grow Disney's streaming business, and keep investing in theme parks and cruise lines.</p><p>At its entertainment division, operating income jumped 6% for the quarter, boosted by higher subscription and ad revenue from streaming services including Disney+. </p><p>:; Disney</p><p>Theme parks told a more mixed story. Guests who did visit spent more — but overall attendance was down, partly due to fewer international tourists. </p><p>Disney noted that it is "not immune" from the impacts of rising gas prices — and that a further increase could lead to more changes in consumer behavior.</p><p>Meanwhile, the company's sports division, home of ESPN, faced pressure from rising programming costs. But executives pushed back on any notion that ESPN is fading — calling it the world's biggest sports media brand and an "important contributor" to the company's portfolio.</p><p>:: Particle6</p><p>Archive</p><p>D'Amaro also addressed AI, saying it presented "meaningful long-term opportunities," including the potential to make production more efficient, but that human creativity would remain at Disney's core.</p></body>
Super Micro stock soars as impressive Q4 guidance overshadows a major revenue miss in the third quarter. Rosenblatt Securities recommends buying SMCI shares into the post-earnings strength.
LLY has cleared a historically bullish trendline on the charts
Few stocks tell a more complicated story right now than Super Micro Computer (NASDAQ:SMCI). The AI server maker just delivered a margin-driven earnings beat, raised full-year guidance, and saw shares rally, all while sitting under an export-control governance cloud. Investors want to know whether this rally has legs. Our 24/7 Wall St. price target frames ... Super Micro’s Earnings Surprise Points to an Upside and We’d Buy the Dip Now
Super Micro forecast June-quarter profit above estimates after adjusted gross margin reached 10.1% in the fiscal third quarter.
Why TJX Companies (TJX) Is Back on Investors’ Radar TJX Companies (TJX) is in focus after recent earnings topped expectations, with strength across home and apparel, while management paired that performance with more cautious growth guidance for the coming year. See our latest analysis for TJX Companies. TJX’s latest earnings beat and tempered guidance come after a period where momentum has cooled in the short term, with a 30 day share price return decline of 3.9%, even as the 1 year total...
Restaurant Brands International (TSX:QSR, NYSE:QSR) reported better-than-expected financial results for the first quarter, supported by international expansion and continued improvement in its Burger King US operations. Despite the earnings beat, shares fell 5.5% on weakness in its Popeyes...
Palantir Technologies (NasdaqGS:PLTR) reported its fastest revenue growth since listing after Q1 2026 results. First quarter revenue grew 85% year over year, driven by stronger U.S. government and commercial demand for its Artificial Intelligence Platform. Management said demand for the platform is now outstripping supply and raised full year guidance significantly. For investors tracking NasdaqGS:PLTR, this update comes with the stock at $135.91 and a very large 3 year return, alongside a...
Howmet stock is approaching a new buy point ahead of the company's imminent first-quarter earnings report. Shares jumped 5% Wednesday.
Adient beat Q2 earnings estimates as sales rose 7%, despite margin pressure. It also lifted FY2026 guidance.
CVS Health Corp (NYSE:CVS) shares rose about 6% on Wednesday morning after the retail pharmacy chain reported first quarter financial results that topped Wall Street expectations on both earnings and revenue. The company posted adjusted earnings per share (EPS) of $2.57, compared with analyst...
Shares of Uber Technologies Inc (NYSE:UBER, XETRA:UT8) jumped 8.4% on Wednesday after the ride-hailing and delivery giant reported first-quarter results that beat earnings expectations and issued second-quarter guidance above consensus estimates. Uber posted first-quarter revenue of $13.2...
PayPal Holdings (PYPL) just issued first quarter 2026 results that topped analyst expectations on revenue and adjusted earnings, yet the stock slid as fresh guidance pointed to weaker near term profitability. See our latest analysis for PayPal Holdings. The earnings reaction fits into a tougher year for holders, with the share price down 20.04% year to date and a 1 year total shareholder return decline of 31.96%. This comes despite a 16.52% 3 month share price return, which suggests that...
MAR beats Q1 estimates as RevPAR rises 4.2% on broad demand, with higher fees and a record development pipeline.
Novo Nordisk (NYSE:NVO) reported first-quarter results that far exceeded analyst estimates on Wednesday, driven by surging demand for its oral weight-loss pill and strong international sales. Net sales reached $15.2 billion in the quarter, well above the $11.2 billion analysts had...