Earnings Season, Decoded
Earnings
Previews before the print, breakdowns after it. What Wall Street expects, what actually happened, and what it means if you own the stock.
Earnings Previews
What the market expects before the print
2026-07-25
Robinhood Earnings Preview: After a 7% Drop, the Print That Decides the Whole Trade
Robinhood reports Q2 2026 earnings in early August, days after HOOD fell 7%. Crypto revenue, net interest income and account growth are the three lines that matter for a name that moves double digits.
2026-07-23
Boyd Gaming Earnings July 23: Flat Growth, a Q1 Miss, and the Regional-Casino Consumer
Boyd Gaming reports Q2 2026 earnings after the close July 23. The Street wants ~$1.04B revenue and $1.89 EPS, barely up, one quarter after a Q1 miss.
2026-07-23
Columbia Banking Earnings July 23: A Regional Bank's Margin-and-Credit Test
Columbia Banking reports Q2 2026 earnings July 23: ~$0.74 EPS on ~$702M revenue. Why net interest margin and credit, not the headline, decide the stock.
2026-07-23
JAKKS Pacific Earnings July 23: When Analysts Can't Agree Within 4x on EPS
JAKKS Pacific reports Q2 2026 earnings July 23. Revenue estimates cluster near $123M but EPS runs $0.06 to $0.25. Why the thin-coverage micro-cap is a coin flip.
2026-07-23
Boston Beer Earnings July 23: Can Twisted Tea Outrun a Shrinking Seltzer Business?
Boston Beer reports Q2 2026 earnings July 23: ~$579M revenue, down 1.5%, and ~$4.99 EPS. Can Twisted Tea offset the long slide in hard seltzer?
2026-07-23
Sallie Mae Earnings July 23: EPS Up, Revenue Down, and the Loan-Sale Machine
Sallie Mae reports Q2 2026 earnings July 23: ~$0.44 EPS, up 38%, on ~$348M revenue, down 8%. How EPS rises while revenue falls, and the credit risk.
2026-07-23
Deckers Earnings July 23: HOKA's Growth Rate Is the Only Number That Matters
Deckers reports fiscal Q1 2027 earnings before the open July 23: ~$1.02B revenue, up 5.8%, but EPS $0.87, down 6.5%. Why HOKA's growth rate decides the stock.
2026-07-16
Intel Earnings Preview: Down 21% in a Week, the Bar Is Now on the Floor
Intel reports Q2 2026 earnings expected July 23, two weeks after a 21% weekly collapse. When expectations are this dead, the earnings math flips: INTC has the lowest bar of the season. Whether that makes it a buy, and the options play.
2026-07-16
Microsoft Earnings Preview: The Only Software Name With Nothing to Prove, and One Line That Can Break It
Microsoft reports fiscal Q4 earnings expected July 29. After IBM's crash put all of software on trial, MSFT is the defense's star witness: the one company whose AI spend visibly turns into revenue. Unless the capex line says otherwise.
2026-07-16
SoFi Earnings Preview: Retail's Favorite Fintech Walks Into a Credit-Quality Spotlight
SoFi reports Q2 2026 earnings expected July 28. The most-mentioned fintech on retail boards benefits from higher-for-longer rates but faces the 57k jobs report's consumer question. The preview, the tells, and the options play.
2026-07-16
Tesla Earnings July 22: The Deliveries Are Known, the Margin Is the Whole Trade
Tesla reports Q2 2026 earnings Wednesday July 22 after the close. Deliveries already printed at 480,126, so the report is about one number: automotive gross margin. The preview, the levels, and the options play.
2026-07-12
Netflix Reports July 16. Here's the Bar and How to Trade the Print
Netflix reports Q2 2026 earnings on Thursday July 16, with Wall Street expecting roughly $12.6 billion in revenue. What matters in the print, the ad-tier question, and the options setup.
Breakdowns & Reactions
What actually happened, and why the stock moved
2026-07-26
Is Intel a Buy After the 9% Earnings Pop? Relief Bounce vs Real Turnaround
Is Intel a buy after its 9% post-earnings pop? The turnaround case (narrowing foundry loss, stable margin) versus the value-trap case (no AI, cost-led beat), and how to play the bounce.
2026-07-26
Is Tesla a Buy After the Earnings Collapse? The Bull and Bear Case at a Lower Price
Is Tesla a buy after its ~16% post-earnings collapse? The bull case (robotaxi, energy, a cheaper entry) versus the bear case (1.4% margin, rising opex), and how to think about buying the dip.
2026-07-25
Stock Market Week in Review (July 20-24): The Week Tesla Broke and Intel Bounced
The week in review: Tesla collapsed ~16% on earnings, Intel popped 9% off the lowest bar, Robinhood fell 7%, and Amex and Verizon split their reactions. What it all means going into a huge next week.
2026-07-24
Why Is Robinhood (HOOD) Down 7% Today? A Downgrade, a Crypto Slide, and a Risk-Off Tape
Robinhood is down about 7% today on a valuation downgrade, a crypto pullback hitting transaction revenue, and a risk-off tape. Why it's positioning, not a broken business.
2026-07-24
Tesla Stock Collapse: The 3% After-Hours Head-Fake That Became a 16% Rout by Friday
Tesla fell just 3% Wednesday evening on Q2 earnings, then collapsed ~16% over two sessions into Friday. Why the 1.4% margin took 48 hours to bite, and the trade.
2026-07-24
Verizon Earnings: Subscriber Beat, Raised Guidance, Stock Pops 4%. Is the 6.3% Dividend a Buy?
Verizon Q2 2026: revenue $34.1B, adjusted EPS $1.22 beat, postpaid net adds positive again, raised free-cash-flow guidance, VZ up ~4%. Buy-for-income rating and options plays.
2026-07-24
Amex Earnings: EPS Beat, Record Card Spending, Stock Falls 2% Anyway. Buy or Hold?
American Express Q2 2026: revenue $18.4B up 9%, adjusted EPS $4.08 beat, but AXP fell ~2% on slowing billed business and a rising provision build. Hold rating and options plays.
2026-07-24
Intel Earnings: Revenue Beat, Foundry Loss Narrows, Stock Pops 9%. The Lowest Bar of the Season Held
Intel Q2 2026: revenue $12.9B beat, adjusted EPS back to breakeven at $0.02, foundry loss narrowed to $2.3B. Why INTC popped 9%, the risks, and the options plays.
2026-07-22
Google Earnings Review: Alphabet's Cloud Surged 82%, So Why Is the Stock Barely Moving?
Alphabet's Q2 2026: revenue $119.8B up 25%, cloud surged 82% to $24.8B, Search grew 17%. Yet GOOGL barely moved as adjusted EPS missed, margins came in at 34%, and capex guidance jumped to $200B. The plays.
2026-07-22
IBM Earnings: The Official Report Confirmed the Disaster, and the Stock Went Up
IBM's Q2 2026 report matched its ugly July 14 warning: revenue $17.2B and adjusted EPS $2.93 both missed, with guidance cut to 4-5%. So why did IBM stock rise 1.85%? Because the 22% crash already happened.
2026-07-22
Tesla Earnings: Record Revenue, 1.4% Margins. The July 22 Margin Question Just Got Answered
Tesla's Q2 2026: revenue $28.2B up 26% beat, but adjusted EPS of $0.33 missed the $0.51 estimate and operating margin collapsed to 1.4%. Why TSLA only fell 3%, and the robotaxi trade underneath.
2026-07-22
Why Is Oatly (OTLY) Stock Up Over 30%? The Q2 2026 Guidance Raise, Explained
Oatly stock surged as much as 33% on July 22 after Q2 2026 revenue of $240.1M beat estimates, adjusted EBITDA turned positive, and Oatly doubled its 2026 growth guidance to 8-10%. The plays to make.
2026-07-22
Why Is SMCI Up 20% Today? Super Micro's $60 Billion Order Bomb, Explained (July 22, 2026)
SMCI jumped 20% premarket on July 22, 2026 after Super Micro reported $60B in new AI server orders and doubled its gross margin guide to 15-17%. The plays.
2026-07-21
GM Stock Jumps on Q2 2026 Earnings: $3.57 Beat, Raised Guidance, and the EV Losses That Are Finally Shrinking
GM jumped after Q2 2026 earnings: adjusted EPS of $3.57 beat, EBIT rose 30%, and GM raised 2026 guidance. Full General Motors earnings breakdown, July 21, 2026.
2026-07-21
3M Stock Jumps 9% on Q2 2026 Earnings: Beat, Raise, and a 25% Margin That Says the Turnaround Is Real
3M jumped 9% after Q2 2026 earnings: EPS of $2.40 beat, organic sales up 5.4%, FY guidance raised to $8.80-8.95. Full MMM earnings breakdown, July 21, 2026.
2026-07-20
AMC Jumped 15% on Record Earnings. Is the Meme Stock Finally a Real Stock?
AMC stock surged 15% after record Q2 2026 earnings: $1.6B revenue, a surprise $0.14 EPS, and 71M moviegoers. Is AMC still a meme stock or a real trade now?
2026-07-20
Domino's Popped 7% on Earnings With Flat Same-Store Sales. What Exactly Are We Cheering?
DPZ stock jumped 7% after Q2 2026 revenue of $1.19 billion beat estimates despite flat same-store sales and an EPS miss. Why the relief rally and how to play it.
2026-07-18
What Netflix's Earnings Crash Means for Big Tech Earnings Next Week: TSLA, GOOGL, MSFT, META, AAPL
Netflix beat on EPS and still fell 8.5% to a 52-week low. Now Tesla, Intel and SK Hynix report next week, with Alphabet, Microsoft, Meta, Apple and more right behind. Every earnings date, what NFLX just taught us about this tape, and how to position for each print.
2026-07-17
Netflix Earnings Breakdown: The Beat That Dropped the Stock to a 52-Week Low
Netflix reported Q2 2026 earnings on July 16: revenue up 13.4%, EPS beat, and the stock still fell 8.5% to its lowest level in over a year. The full breakdown of the numbers, why the guide did the damage, and where NFLX goes short and long term.
2026-07-16
Abbott +11%, UnitedHealth +3%: Healthcare Just Became the Momentum Trade
Abbott jumped almost 11% and UnitedHealth beat and rose 3% on July 16, leading the S&P while tech dumped. Why healthcare's defensive bid has earnings behind it this time, and how to trade XLV from here.
2026-07-14
The Iran War Just Made JPMorgan a Record $16.9 Billion
JPMorgan posted a record $16.9B quarterly profit as Iran-war volatility juiced its trading desk. Goldman, Citi, BofA and Wells all beat and rallied. What the bank tape says about the consumer and where financials go next.
2026-07-14
IBM Just Had Its Worst Day Since 1987. The Software Sector Should Be Terrified
IBM cratered 22% on a preliminary earnings warning, its worst day since 1987, dragging ServiceNow, Salesforce and the whole enterprise-software cohort down with it. Why it happened and where software goes next.
2026-07-12
Tesla Beat Deliveries by 18% and Dropped 7%. July 22 Settles It
Tesla delivered 480,126 vehicles in Q2, smashing estimates by 18%, and the stock had its worst day in a year anyway. Why TSLA fell on great news and what the July 22 earnings report decides.
2026-02-18
HOOD: Earnings Giveth, Earnings Taketh (Week -10.5%, Month -29.6%)
HOOD got smoked after earnings and the chart looks like it slipped on a banana peel. Here’s what moved it, the key levels, and what bulls need to see to get control back.
2026-02-18
RDDT: Post-Earnings Faceplant (Week -2.9%, Month -36.9%)
RDDT went from hot new ticker to pain in a month. Here’s what likely drove the dump, what the chart says, and what a real recovery would look like.
2026-02-11
Robinhood earnings: Why $HOOD is down almost 50%
A violent rotation out of software and semiconductors hammered the S&P 500 today, while energy and defensives caught a bid.
The Sunday Setup
Enjoyed this breakdown? Don’t miss the next market setup.
Get deep-dive analyses delivered to your inbox every Sunday. Free, and built for retail investors.