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 date pages:$NVDA$WMT$AMATFull calendar
Earnings Previews
What the market expects before the print
2026-08-27
Shein IPO Prices August 31: $1.7B In, Up to $3.5B Out
Shein's Hong Kong debut closed nearly flat, then the stock fell 5.15% and 8.70% over the next two sessions to HK$42.00, 13.5% below its HK$48.56 IPO price, while the Hang Seng barely moved.
2026-08-19
PDD Earnings Aug 24: Revenue Up, Profit Down Again
PDD Holdings (PDD) reported Q2 2026 on August 24: revenue grew 8% to $16.6 billion, missing estimates, but profit fell just 12% versus Q1's 15% drop, and non-GAAP EPS beat the Street.
2026-08-17
La-Z-Boy (LZB) Earnings Aug 18: Up 25%, Guided Flat
La-Z-Boy missed fiscal Q1 2027 estimates on August 18: revenue fell short of its own guide, adjusted EPS missed by six cents, Q2 guidance came in below consensus, and the stock fell about 16-17%.
2026-08-17
Mercury (MRCY) Earnings Aug 18: Bookings +74%, Cash Out
Mercury Systems beat fiscal Q4 2026 revenue estimates on August 18 with record bookings and a return to positive free cash flow, but margin compression sent the stock down about 10-12% after hours.
2026-08-17
Advance Auto (AAP) Earnings Aug 20: Comps +3.5%, Guide 1%
Advance Auto Parts reports Q2 before the open on August 20. Comps ran 3.5% in Q1 and the full-year guide of 1-2% implies roughly flat comps across the remaining 36 weeks. Options price 14.3%.
2026-08-17
Bill.com (BILL) Earnings Aug 19: 709 Cut, 20% Bought Back
BILL beat its fiscal Q4 guide on August 19 with $0.84 of non-GAAP EPS and 16% core growth, then guided FY27 revenue up 9-12% with operating income up 30-39%. The cost bet is landing.
2026-08-17
Coty (COTY) Earnings Aug 19: More Debt Than Market Cap
Coty printed the two-cent Q4 loss on August 19 and called fiscal 2027 a transition year, guiding only Q1. Net debt of $2.91bn still exceeds the market cap. A new CFO starts September 1.
2026-08-17
Ultragenyx (RARE): DTX401's FDA Decision Lands August 23, Built at the Plant That Failed UX111
Ultragenyx's DTX401 gene therapy for GSDIa gets an FDA verdict August 23, made at the Bedford, MA plant whose findings sank a different Ultragenyx gene therapy last year. RARE trades near $26.
2026-08-16
Toll Brothers (TOL) Earnings Aug 18: Orders Up, EPS Down 22%
Toll Brothers reports fiscal Q3 after the close on August 18. Orders rose 8% last quarter while deliveries fell 14%, and the order growth is slower than the community growth behind it.
2026-08-15
Dollar General and Dollar Tree Earnings, August 27: The Refund Neither Guided
Dollar General and Dollar Tree both report Thursday, August 27, an hour apart. DG consensus is $2.00, Dollar Tree guides $1.00-$1.15, and neither outlook includes the IEEPA tariff refunds.
2026-08-15
Best Buy (BBY) Earnings Aug 27: The Guide Needs a -1.2% Back Half
Best Buy reports fiscal Q2 on August 27 with comps guided near 1%. Run the full-year guide against a 2.0% Q1 and the back half has to comp about -1.2%, with the stock 5% off its 52-week high.
2026-08-15
Synopsys (SNPS) Earnings Aug 26: Revenue Up 40%, Profit Up 9%
Synopsys reports fiscal Q3 on August 26 at 5pm ET, the same minute as Nvidia. Consensus of $3.68 sits one cent under the top of the company's own guide, and the stock is 33% off its high.
2026-08-15
Nutanix (NTNX) Earnings Aug 26: Revenue Up 12%, Cash Flat
Nutanix reports fiscal Q4 on August 26. The guide asks for 12.5% revenue growth and about the same free cash flow the quarter made a year ago, and the full-year cash target sits $50m below November's.
2026-08-15
Snowflake (SNOW) Earnings Sept 2: $6bn Promised to AWS, 75% Margin Guided
Snowflake reports Q2 FY27 on September 2 with product revenue guided to $1.42bn. The stock closed at $328.92 and the average analyst target sits 8% below it.
2026-08-15
XPeng Earnings Aug 24: 103,295 Cars, Same as a Year Ago
XPeng (XPEV) reported Q2 2026 on August 24: revenue of $2.91 billion missed the Street, vehicle margin held flat at 12.1% instead of clearing 14%, and the stock fell 8.5% to $11.15.
2026-08-15
Marvell (MRVL) Q2 Earnings Aug 27: The $0.04 Quarter
Marvell reports Q2 FY2027 on August 27 with consensus at $0.928 against a $0.93 guide midpoint. Last quarter the GAAP line was $0.04 while the headline said $0.80. What sits in the gap.
2026-08-15
Palo Alto (PANW) Earnings Sept 1: 32% Revenue, 2% EPS
Palo Alto Networks reports fiscal Q4 on September 1. The guide asks for 32% revenue growth and 1-3% earnings growth in the same quarter, and CyberArk's 112 million shares explain the gap.
2026-08-15
Salesforce (CRM) Earnings Aug 26: Consensus Sits Above the Guide
Salesforce reports Q2 FY27 on August 26. Strip out Informatica and last quarter's 13% growth was nearer 9%, and Street consensus already sits a cent above the company's own EPS guide.
2026-08-15
TJX and Ross Earnings (Aug 19-20): The Street Is Above Both Guides
TJX beat Q2 on August 19 with comps up 4% and EPS of $1.36 against $1.18, raising the year to $5.31-5.36, past the Street's $5.22. A light Q3 guide sent it down premarket. Ross reports August 20.
2026-08-14
Lowe's (LOW) Earnings Aug 19: Sales Up 9%, Earnings Down 2%
Lowe's beat Q2 adjusted EPS at $4.40 on August 19 but cut the year to the bottom of every range: $92bn of sales, flat comps, $12.25 of EPS. Comps rose 0.2%. The stock still closed up 2.4%.
2026-08-14
Deere (DE) Earnings Aug 20: The Best Case Is Still a Down Year
Deere reports fiscal Q3 on August 20. Management calls 2026 the bottom, yet the top of its own $4.5-5.0bn guide sits below last year's $5.027bn, and $272m of the first half came from a tariff refund.
2026-08-14
Alibaba (BABA) Earnings Aug 20: Cloud Is 74% of Profit, EBITA Fell 84%
Alibaba reports June-quarter results August 20 before the open. Group adjusted EBITA fell 84% last quarter and cloud is now 74% of what's left, so one segment carries the whole print.
2026-08-14
NetEase (NTES) Q2 Earnings August 20: The Profit Line Isn't About Games
NetEase reports Q2 2026 before the US open on Thursday, August 20. Consensus wants RMB 10.2bn of non-GAAP profit. Nomura models RMB 9.4bn, and puts the gap in two stocks NetEase doesn't operate.
2026-08-13
Target Earnings August 19: The Turnaround Trade Meets a 52-Week High
Target beat Q2 on August 19: comps up 3.8%, $4.11 EPS with $1.65 of tariff refunds inside it, about $2.46 ex-refund, a guide raised past $8.50, and a 4.28% close at a 52-week high.
2026-08-12
Capricor (CAPR) Narrows to Upper Limb, and the August 22 FDA Date Moves
The FDA extended Capricor's deramiocel PDUFA date from August 22 to November 22, a three-month major-amendment delay confirmed August 24, and CAPR traded up more than 7% intraday to $6.75 on the news.
2026-08-12
Cerebras (CBRS) Q2 Results: Margin Beat Its Own Guide, Stock Fell 16% Anyway
Cerebras beat its own core revenue and margin guides in Q2, raised full-year revenue guidance, and CBRS still fell about 16% after hours. Here is what the GAAP-versus-core headlines got wrong.
2026-08-09
Nu Holdings Earnings Preview (August 13): The One Name This Week Where The Whisper Sits Below Consensus
Nu Holdings reports Q2 2026 on August 13 after the close. Consensus is $0.19 on $5.48bn, the computed whisper is $0.18, and Q1's risk-adjusted net interest margin fell 100bp to 9.5%.
2026-08-09
Birkenstock Earnings: The Currency Wedge Closed To Two Points
Birkenstock's fiscal Q3 revenue rose 13% reported and 15% in constant currency, closing the six-point FX wedge to two. Guidance went up, adjusted EPS missed, and BIRK jumped 13% premarket.
2026-08-09
JD.com Q2: Revenue Went Backwards, Profit Swung Positive, Delivery Halved
JD.com Q2 2026 results: net revenues fell 2.9% to RMB 346.4bn, operating income swung to RMB 4.5bn from a RMB 0.9bn loss, and new-business revenue halved to RMB 7.3bn. The ADR fell premarket.
2026-08-09
Coherent Q4 Results: A Beat Above Its Own Guide, Sold In After-Hours Trade
Coherent posted fiscal Q4 non-GAAP EPS of $1.74, above its own $1.52-1.72 guide, on revenue of $2.05 billion, and shares still fell about 3.6% after hours from an already-elevated close.
2026-08-09
eToro Earnings Preview (August 11): $2.15bn Of Crypto Revenue, And Almost None Of The Profit
eToro beat EPS estimates ($0.68 vs $0.61) but net contribution fell to $229 million from Q1's $258 million as crypto revenue kept shrinking. Shares sold off hard, reported down 8-14%.
2026-08-09
Cardinal Health Earnings Preview (August 11): The Tightest Consensus Of The Week, And A Whisper 13% Above It
Cardinal Health reported non-GAAP EPS of $2.91, above the $2.42 consensus but boosted $0.31 by a one-time tariff refund. Shares hit a 52-week high near $253 on a raised FY27 guide.
2026-08-06
Sea Limited (SE) Earnings August 11: Options Price a 19% Move, and Nobody Agrees on the Number
Sea Limited reported Q2 2026 revenue of $7.8 billion, up 48%, and closed the day up 13.64% at $130.52. GAAP diluted EPS of $0.70 missed one estimate, but the revenue and GMV story carried the tape.
2026-08-04
Walmart Earnings August 20: Consensus Sits on Top of the Guide While Tariffs Move the Price Tags
Walmart reports fiscal Q2 2027 on Thursday August 20 before the open. Consensus of $0.74 EPS sits at the top of the $0.72-0.74 guide, with tariff pricing and trade-down in focus.
2026-08-04
Cava Earnings Preview (August 11): A 9.7% Comp Quarter Meets Its Easiest Lap of the Year
Cava beat Q2 2026 estimates and shares are up 15% Wednesday to $70, but guidance held flat on a Cyclospora produce scare, and Mizuho cut its target to $70 the same morning.
2026-08-04
Super Micro Earnings August 11: The $60 Billion Order Claim Gets Cross-Examined. Options Price 18%
Super Micro reported fiscal Q4 2026 revenue of $11.12 billion, a 17.5% gross margin and $1.70 non-GAAP EPS, then guided fiscal 2027 to $65-72 billion. Shares rose 6-9% after hours.
2026-08-04
Oklo Earnings (August 7): First Revenue of $1.21 Million, and Criticality Came From the Other Reactor
Oklo booked its first revenue, $1.21 million, and lost $48.5 million in Q2 2026. The Groves isotope reactor in Texas went critical on August 5; Aurora in Idaho did not.
2026-08-04
DraftKings Earnings (August 6): Revenue Fell 5% to $1.44 Billion and Missed, With Predictions Growing Faster Than Planned
DraftKings' Q2 2026: revenue of $1,443 million fell 5% and missed the $1.52 billion expected, sports consumer volume rose 15% to $13.1 billion, and monthly unique payers grew 9% to 3.6 million.
2026-08-04
The Trade Desk Earnings (August 6): Revenue Missed Its Own Guide, Q3 Guided 19% Light, and Three Executives Replaced
The Trade Desk's Q2 2026: revenue of $715.1 million up 3% missed both consensus and the company's own guide, Q3 was guided near $650 million, and the stock fell about 22%.
2026-08-04
Airbnb Q2 2026 Earnings: Revenue Up 17% to $3.6 Billion, Margin at 35%, and the Guide Went Up
Airbnb's Q2 2026: revenue of $3.6 billion up 17% beat expectations, gross bookings rose 16% to $27.2 billion, adjusted EBITDA margin reached 35% and full-year guidance was raised.
2026-08-04
Datadog Earnings (August 6): A Beat, a Raise, and the Stock Fell 17% Anyway
Datadog's Q2 2026: revenue of $1.12 billion and EPS of $0.65 both beat, full-year guidance rose to $4.45-4.47 billion, and the stock still fell 17% on free cash flow margin contraction.
2026-08-04
AppLovin Earnings: Revenue of $1.92 Billion Landed Inside Its Own Guide, Under the Street, and the Stock Fell 16%
AppLovin's Q2 2026: revenue of $1,924 million up 53% landed inside company guidance but under the $1.94 billion street forecast, and adjusted EBITDA of $1,614 million missed the guided floor.
2026-08-04
Novo Nordisk Earnings (August 5): Operating Profit Beat at DKK 33.4 Billion and the Full-Year Guide Improved Again
Novo Nordisk's Q2 2026 results: adjusted operating profit of DKK 33.4 billion beat the DKK 28.7 billion expected, sales of DKK 78.5 billion rose 3%, and full-year guidance improved to 0 to -6%.
2026-08-04
Eli Lilly Earnings (August 5): Revenue Up 48% to $23 Billion, EPS of $8.38, and the Year Guided Up to $85-87 Billion
Eli Lilly's Q2 2026: revenue of $23.0 billion up 48% against about $20.5 billion expected, adjusted EPS of $8.38, full-year guidance raised to $85-87 billion, and Mounjaro up 91% to $9.9 billion.
2026-08-04
Disney Earnings (August 5): Adjusted EPS of $2.06 Beat, Revenue Missed, and Experiences Set a Record $10 Billion Quarter
Disney's fiscal Q3 2026: adjusted EPS of $2.06 against $1.86 expected, revenue of $25.25 billion up 7% but short of $25.4 billion, a record $10 billion Experiences quarter, buyback raised to $9 billion.
2026-08-03
Palantir Earnings: Revenue Up 93%, Guidance Raised to $8.15 Billion, and the Whisper Bar Cleared With Room to Spare
Palantir's Q2 2026 results: revenue of $1.935 billion, up 93%, adjusted EPS of $0.41 versus $0.35 expected, full-year guidance raised to $8.15-8.16 billion. PLTR rose 12-15% after hours.
2026-08-03
Circle Earnings (August 5): Revenue of $701 Million Missed, EPS Beat, and the Other-Revenue Guide Roughly Doubled
Circle's Q2 2026 results: total revenue and reserve income of $701 million up 7% missed expectations, EPS of $0.18 beat, and USDC in circulation grew 19% to $73.3 billion on $14.8 trillion of volume.
2026-08-03
Take-Two Earnings (August 7): Pre-Orders Are 'Unprecedented and Astonishing', and the Guide Still Did Not Move
Take-Two beat on fiscal Q1 net bookings of $1.39 billion and reaffirmed GTA 6 for November 19, but reiterated its $8.0 to $8.2 billion year and guided Q2 below consensus.
2026-08-03
SpaceX Earnings Preview (August 4): The First Print Ever, With 911 Million Shares Unlocking 48 Hours Later
SpaceX reports its first earnings ever on August 4, with $6.9 billion of revenue expected and 911.5 million shares unlocking August 6. What to watch and how to trade it.
2026-07-28
Roblox Earnings Preview (July 30): Bookings, Bots and the Profitability Question That Never Goes Away
Roblox reports Q2 after the close Thursday July 30. Bookings, daily active users, engagement hours and the perennial cash-burn question. What matters and the options play.
2026-07-28
Enphase Earnings (July 28): Revenue Fell 20% to $291.9 Million, and That 60% Gross Margin Is Mostly Tariff Refunds
Enphase's Q2 2026: revenue of $291.9 million fell 20% and landed on consensus, while the reported 60% gross margin includes $45.4 million of tariff refunds worth roughly 15 points of it.
2026-07-28
Visa Earnings (July 28): Net Revenue Up 14% to $11.6 Billion, and Payments Volume Topped $4 Trillion
Visa's fiscal Q3 2026: net revenue of $11.6 billion rose 14%, adjusted EPS of $3.32 grew 11%, payments volume rose 10% past $4 trillion and cross-border volume grew 13%.
2026-07-27
PayPal Q2 2026 Earnings Preview: The Options Are Priced for the Wrong Event
PayPal reports Q2 2026 before the bell July 28. Consensus $1.28 EPS on $8.5B revenue, options price an 8.8% move, and a $60.50 takeover bid changes the math.
2026-07-25
Robinhood Earnings Preview (July 29): After a 7% Drop, the Print That Decides the Whole Trade
Robinhood reports Q2 2026 on Wednesday July 29 at 5:00pm ET, days after HOOD fell 7%. Crypto revenue, net interest income and account growth are the lines that matter.
2026-07-23
Columbia Banking Earnings July 23: Operating EPS Beat at $0.76, Margin at 3.93% and Heading Above 4%
Columbia Banking's Q2 2026: operating EPS of $0.76 beat the $0.73 expected, revenue of $677 million fell short, and net interest margin of 3.93% is guided up to and beyond 4% in the third quarter.
2026-07-23
Boston Beer Earnings July 23: Twisted Tea Declined Too, Which Answers the Only Question That Mattered
Boston Beer's Q2 2026: revenue of $568.3 million fell 3.3% and missed, diluted EPS of $4.96 fell 8.9%, shipments dropped 4.5%, and Twisted Tea declined alongside Truly and Samuel Adams.
2026-07-16
SoFi Earnings: Record $1.2 Billion of Adjusted Net Revenue, Up 40%, and the Year Guided Up to $4.75-4.85 Billion
SoFi's Q2 2026: record adjusted net revenue of $1.2 billion up 40%, adjusted EBITDA up 44% to $358 million, record $14.8 billion of originations, and full-year guidance raised to $4.75-4.85 billion.
Breakdowns & Reactions
What actually happened, and why the stock moved
2026-09-19
Stock Market Week Ahead (Sep 21-25): Costco, AutoZone, KB Home and a 5% Ten-Year
Week ahead September 21-25: no Fed meeting, no CPI and no jobs report. KB Home reports Tuesday, flash PMIs land Wednesday, new home sales and Costco Thursday, with the 10-year Treasury yield near 5%.
2026-08-28
Options Scorecard: The Week of August 17, Graded (25 Calls, 72% Right)
Every options play logged the week of August 17, scored against what actually happened: 18 of 25 resolved calls right. Argenx's premarket pop that never faded is the clearest miss, and the sell-premium reflex from July is back to working.
2026-08-25
Dick's Sporting Goods Cut Its Year 18%. Foot Locker Went From a Profit to a $32 Million Loss.
Foot Locker's segment income swung from +$17.5m to -$31.9m in one quarter at DICK'S, while the DICK'S banner grew comps 4.9%. The stock fell far more than the 17.9% guide cut explains.
2026-08-21
Options Scorecard: The Week of August 10, Graded (35 Calls, 51% Right)
Every options play logged the week of August 10, scored against what actually happened: 18 of 35 calls right. Fabrinet's straddle pass is the biggest miss, and the losses cluster on the sell side.
2026-08-20
Walmart's $2.9 Billion Tariff Refund Flatters Q2. Q3 Pays for It.
Walmart received about $2.9bn of IEEPA tariff refunds and booked roughly 750 basis points of operating income growth from it. The Q3 guide of 2-4% shows what the price cuts it funded now cost.
2026-08-19
Why Is AUNA Stock Up Today After a 15% Earnings Crash?
AUNA sank as much as 15% intraday after Auna S.A. missed Q2 profit estimates, then closed up 0.18% at $5.43. Adjusted EBITDA fell 6% and full-year guidance now needs a much stronger second half.
2026-08-19
August 20 Hour by Hour: Walmart at 7am, Deere at 10am ET
Walmart and Alibaba report before 7am ET, three more calls run through 10am, jobless claims and the Philly Fed print at 8:30am, and a 319 million share SpaceX unlock lands the same Thursday.
2026-08-18
Why Is Xos (XOS) Stock Up Today? A First Air Force Contract Doubled a Beaten-Down EV Truck Maker
Xos (XOS) shares more than doubled Tuesday to $4.31 from Monday's $2.09 close after the nano-cap EV truck maker won its first Air Force contract, a prototype deal with no disclosed dollar value.
2026-08-16
RE/MAX (RMAX) Deadline Tuesday: Cash Beats Stock by 11.7%
RE/MAX holders must choose $13.80 cash or 5.15 Real shares by 5:00pm ET Tuesday, August 18. At Friday's closes the cash leg is worth $1.44 more, and doing nothing defaults to the cheaper one.
2026-08-15
Is Dollar General (DG) a Buy Before Earnings on August 27?
Dollar General reports August 27 at 16.8x its own guidance, cheaper than Dollar Tree with a better traffic line. My answer is yes, but not before Walmart reports on the 20th.
2026-08-15
Is NetEase (NTES) a Buy Before Earnings? The Q2 Profit Drag Has Already Reversed
Is NetEase a buy before August 20 earnings? The profit gap Nomura flags is a mark on Alibaba and Pinduoduo, struck June 30 at $95.98 and $76.28. Both have since risen 29% and 11%.
2026-08-15
Is Baidu (BIDU) a Buy Before Aug 18? $28B of It Is Cash
Baidu reports Q2 on August 18 with a $35.2bn market cap and $27.9bn of net cash and investments behind it. The verdict on the shares, and why the print itself is the wrong thing to buy.
2026-08-15
Is Deere (DE) a Buy Before Earnings? Not at 33x a Falling Number
Deere reports fiscal Q3 on August 20 at about 33x forward earnings while its own guide tops out below last year. The pass on shares, and why the 5% implied move is the cheaper side of it.
2026-08-15
Is Nu Holdings (NU) a Buy? 49% Growth Was 67% in Dollars
Nu Holdings crossed $1 billion of quarterly profit and jumped 9.33% to $15.23. The headline 49% growth is FX-neutral: in dollars it was 66.6%, and the 90-day bucket got worse.
2026-08-14
Is Alibaba (BABA) a Buy Before August 20 Earnings? Cloud Earns 74% of the Profit
Alibaba reports June-quarter results August 20. The stock sits 35.7% below its high and under every named target, but group adjusted EBITA fell 84%. The verdict, and the level worth paying.
2026-08-14
Why Is AAOI Stock Up 15%? There Was No News Today
Applied Optoelectronics closed up 15.53% at $150.28 on August 14 with no company news. The quarter was eight days old, the FCC ban is still a draft, and AAOI sits 35.7% under its high.
2026-08-14
Why Is KinderCare (KLC) Stock Down? A 1.5% Guide Cut Met 3.6x Leverage
KinderCare cut FY2026 adjusted EBITDA guidance to $200-220M and KLC fell 45% intraday to $2.65. Against $752M of net debt and $115.1M of first-half EBITDA, the equity is 29% of the enterprise.
2026-08-14
Options Scorecard: The Week of August 3, Graded (37 Calls, 59% Right)
Every options play logged during the busiest earnings week of the quarter, scored against what actually happened: 22 of 37 calls right, Palantir the biggest miss, Super Micro a graded call reversed.
2026-08-13
Is Target (TGT) a Buy Before August 19? The Street's Average Is $15 Below the Price
Target closed at $159.00 on August 19, up 4.28% at a 52-week high and 11.4% above the sell-side's $140.90 average target. The pass at $155.51 is marked as a loss.
2026-08-13
Why Is Innventure (INV) Stock Down? A $100M Run Rate, Withdrawn
Innventure fell about 46% after hours on August 13 after suspending Accelsius' 2026 targets, including a $100M run-rate goal it was chasing with $953,000 of quarterly revenue.
2026-08-13
Why Is Accelerant (ARX) Up 43%? A 49% Premium Below the IPO Price
Thoma Bravo is taking Accelerant private at $20.25 cash, a 49% premium that still lands below the $21 IPO price from thirteen months ago. The arb pays 4% and risks 30%.
2026-08-13
Why Is Red Robin (RRGB) Stock Up? A $96 Million Sale the Guidance Ignores
Red Robin jumped 26% after Q2 revenue of $277.6m and deals to sell 116 restaurants for $96.0m gross, against a $186m market cap. The reaffirmed EBITDA guide excludes those deals.
2026-08-13
Why Is Harmonic (HLIT) Stock Up 26% Premarket? Two Customers Are 63% of It
Harmonic raised its 2026 broadband guide to $505-525 million after revenue grew 54%, and HLIT is up 26% premarket. Two customers were 63% of the quarter.
2026-08-13
Why Is Fossil (FOSL) Stock Up? Sales Fell and Gross Margin Hit 62.4%
Fossil Group revenue fell 4.9% to $209.7M in Q2 2026, yet gross margin jumped 490bps to 62.4% and the company raised full-year guidance. FOSL rose about 10% after hours on August 12.
2026-08-13
Why Is Leslie's (LESL) Stock Down? It Just Earned $5.01 a Share
Leslie's reported $5.01 of quarterly EPS and fell around 44% after hours on August 12, after flagging substantial doubt it can continue as a going concern against $786.7M of debt.
2026-08-13
Is Bullish (BLSH) a Buy Before Earnings? Q2 Volume Is Already Public
Bullish reports Q2 at 8:30am ET on August 13, a year after its NYSE debut opened at $90. The $130.7bn volume number is already public, the stock is $24.63, and the Equiniti stock leg has lost 36%.
2026-08-12
Why Is StubHub (STUB) Stock Down? Flat Sales, 79% More EBITDA
StubHub fell about 14% after hours despite GMS up 34% to $3.1 billion. The unchanged $400-420m EBITDA guide is why: it asks the second half for 71-87% profit growth on roughly flat sales.
2026-08-11
Is Bending Spoons (BSP) A Buy Before Earnings, Aug 13?
Bending Spoons stock has nearly doubled from its $29 IPO price ahead of its first public earnings report on August 13. Is the roll-up story worth what the market is now paying for it?
2026-08-10
Is Oklo a Buy at $44? A $3 Billion War Chest, $1.2 Million of Revenue, and a Decade of In-Between
Is Oklo a buy after Q2 earnings? Revenue of $1.21 million beat, the loss of $0.28 missed, cash sits at $3.0 billion and the stock rose to $44. No: the stock is a bet on milestones, not quarters.
2026-08-10
The $60 Billion Question: Why I'm Not Buying Super Micro Until Tuesday Night
Is Super Micro a buy before August 11 earnings? SMCI at $32.48 rides a $60 billion order claim and an 18% implied move. My answer is no before the print, and here is the post-print trigger.
2026-08-10
Palantir Went Vertical. Here's the Price Where I'd Actually Buy It
Is Palantir a buy after rising 40% in a week to $172? The quarter was real: revenue up 93%, US commercial up 149%. My answer is watch, not chase, and here is the level that changes it.
2026-08-05
Why Is Shopify Stock Up Today? A Monster Quarter: 34% Growth, and the Take-Rate Scare Died on Arrival
Shopify stock is surging after Q2 2026 results: revenue up 34%, gross profit, GMV and free cash flow all up 30%+, and an above-consensus Q3 guide. What happened and what it means.
2026-08-04
Snap Earnings: Revenue Up 19%, 493 Million Users, and a Q3 Guide That Finally Lands Above Consensus
Snap's Q2 2026 results: revenue up 19% to $1.6 billion, adjusted EBITDA of $250 million, 493 million daily users, a Q3 guide of $1.70-1.74 billion, and a 7-9% after-hours jump.
2026-07-31
Why Did Roblox (RBLX) Stock Drop 29%? Its Worst Day Ever, and Age Verification Is the Reason
Roblox fell 29% to $34.50, its worst session on record, after cutting full-year bookings by $900m and guiding Q3 to negative growth for the first time. Age verification is why.
2026-07-30
Why Did Apple Stock Drop After Earnings? Services Missed, Then the September Guide Came In Light
Apple fell 7.8% after hours despite beating on revenue and EPS. Services missed at $30.74bn, then Apple guided September to 9% to 11% growth against the 12% expected. Why it dropped.
2026-07-29
Amazon Reports Tonight: AWS Up 31% Expected, $207 Billion of Capex Priced, and Microsoft Just Set the Bar
Amazon reports Q2 after the close July 30: revenue $196.97B, EPS $1.82 and AWS near $40.5B expected. Microsoft answered the capex question with backlog. Amazon has to answer it too.
2026-07-29
Apple Reports Tonight: $108.9 Billion Expected, iPhone Up 23%, and Tim Cook's Last Earnings Call as CEO
Apple reports fiscal Q3 after the close July 30, with revenue of $108.9B and EPS of $1.89 expected. The call at 5pm ET is Tim Cook's last as CEO. What actually decides the reaction.
2026-07-29
Boeing (BA) Lost $428 Million and the Stock Went Up 4.8%. The Number That Explains It Is Free Cash Flow.
Boeing rose 4.8% above $220 after a Q2 2026 net loss of $428 million, because free cash flow came in at positive $631 million against an expected $177 million burn. Why cash beat profit.
2026-07-27
Apple Options Before Earnings: $442 Million in Calls, a 4% Implied Move, and What It Actually Predicts
Apple options traders bought $442M of calls Friday and priced a 4% earnings move against a 1% historical average. What that flow means, and whether it predicts direction at all.
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.
2026-07-22
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
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.
2026-07-21
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
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.
2026-07-16
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.
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