Earnings Reports - Page 3
122 articles
Datadog Faces High Expectations as BofA Names It Top Software Pick
Bank of America is doubling down on Datadog ahead of its Q2 earnings, betting on AI-driven demand and strong customer renewals-but with the stock near record highs, investors face real risk if results disappoint
SpaceX Faces Wall Street Scrutiny Ahead of First Earnings Report
SpaceX's first public earnings call arrives as its stock trades well below IPO highs and investors demand clarity on Starlink growth, cash flow, and the impact of a record insider share unlock
Morgan Stanley Warns of Sharp Downside for Bristol Myers Stock
Bristol Myers Squibb delivered strong earnings and raised its outlook, but Morgan Stanley projects a steep drop for the stock as looming patent expirations and pipeline delays cloud the company's future cash flow
Rivian Stock Slides Despite Revenue Beat and Morgan Stanley Upgrade
Rivian delivered strong Q2 revenue growth and raised its delivery outlook, but shares tumbled as investors focused on ongoing losses in its core auto business and the risk of further dilution
Amazon Stock Soars as JPMorgan Lifts Target on AI-Driven Growth
Amazon's post-earnings rally added $388 billion in market value after AWS and AI investments fueled record cloud sales, but surging capital spending and cash flow pressures raise new questions for investors
Meta Faces Rising AI Costs as Morgan Stanley Eyes New Profit Streams
Meta's AI infrastructure spending is climbing, but Morgan Stanley sees four underappreciated revenue drivers that could boost future earnings even as investors worry about shrinking margins and heavy capital outlays
Apple Warns of Higher Prices as Memory Costs Surge on AI Demand
Apple is bracing for continued increases in memory chip costs, driven by AI data center demand and tight supply, with potential impacts on iPhone, Mac, and iPad pricing as the company transitions to new leadership
Vertiv Stock Sinks 17% as Revenue Miss Triggers Investor Jitters
Vertiv shares plunged after the company's Q2 revenue fell short of Wall Street targets, despite strong earnings and a raised outlook. Investors are weighing whether the setback is a short-term blip or a sign of deeper challenges
Reddit Stock Slides as Google Search Traffic Falters Despite Strong Earnings
Reddit delivered robust revenue and profit growth, but a warning about unstable Google search referrals sent shares tumbling. Investors are weighing whether direct user engagement can offset risks from changing web traffic patterns
Verizon Faces Slowdown in Fixed Wireless Internet Growth
Verizon's wireless business is stabilizing, but its fixed wireless internet service is losing ground to rivals as more customers opt for fiber and competition from satellite providers intensifies
Amazon and Apple Diverge Sharply After Earnings, Shaping Market Direction
Amazon's stock soared nearly 15% on robust AWS growth and strong Q2 revenue, while Apple shares dropped over 9% after cautious guidance and supply chain issues, sending mixed signals to investors and moving the Dow in opposite directions
Meta Stock Drops as AI Spending Squeezes Profits and Cash Flow
Meta's second-quarter revenue soared 28% to $60.8 billion, but surging AI investments and rising costs sent free cash flow tumbling 91%, rattling investors and raising questions about the payoff from Mark Zuckerberg's AI strategy
Honeywell Split Creates Two New Stocks-But One May Be Overlooked
Honeywell's breakup into three public companies is complete, giving investors new choices and risks. Early results show diverging growth paths, but the market may take time to recognize the full value of each business.
Microsoft Stock Target Raised as Azure Tops $100B and Q4 Surprises
Microsoft's Q4 results eased Wall Street's AI spending fears, sending shares up 9% and prompting Wells Fargo to restore its $650 price target. Azure's rapid growth and new milestones are shifting the debate over tech infrastructure investments.
Coca-Cola Stock Hits Record as Fairlife Recovers From Cyberattack
Coca-Cola's Fairlife brand was hit by a ransomware attack that shut down U.S. production for nearly two weeks, but the company still posted strong earnings and outperformed rivals, drawing bullish analyst calls and investor confidence
Ticketmaster Leans on AI as Pricing Power Grows
Live Nation says Ticketmaster is weaving AI into discovery, software and inventory management, including tools that could help decide how unsold seats are marketed and priced
SpaceX Faces $100 Billion Share Unlock as Stock Sinks Below IPO
SpaceX stock has dropped nearly 50% from its high, and a major share lockup expires August 6, putting $100 billion in employee and investor shares in play. Morgan Stanley warns this could be a critical test for the newly public company.
Reddit beats Q2 estimates as search traffic wobbles
Reddit posted a stronger-than-expected second quarter and raised its outlook, yet shares fell after management said search referrals were uneven late in the period
Visa's Quiet Q3 Hides a Big AI Bet
Visa's Q3 revenue jumped 14.4% year-over-year as digital transactions soared and the company deepened its AI partnership with OpenAI, while returning $6.2 billion to shareholders through buybacks and dividends
Breakfast News: AI Spend Splits Meta and Microsoft
Meta's free cash flow plunged 91% last quarter as it ramped up AI infrastructure spending, while Microsoft's strong earnings and capital investments sent its shares higher, underscoring diverging approaches to funding AI growth
Akamai Stock Target Holds as Morgan Stanley Eyes AI Growth Risks
Morgan Stanley maintains its $165 price target on Akamai, citing long-term AI infrastructure potential despite recent stock declines and near-term revenue uncertainty. Investors are watching for signs the $1.8 billion deal will boost future earnings.
Coca-Cola Outpaces Pepsi as U.S. Shoppers Keep Buying Soda
Coca-Cola's latest earnings show strong U.S. demand for its drinks, even as PepsiCo blames weaker consumer spending for its own slowdown. The split reveals how company strategy, not just the economy, shapes results in the consumer staples sector
Microsoft Stock Surges on AI Growth as Meta Shares Slide After Miss
Microsoft's AI-driven cloud revenue beat expectations, sending shares up 9%, while Meta's earnings miss and plunging free cash flow triggered a sharp selloff and renewed questions about the cost of AI expansion
Cardinals Snap Losing Streak With Extra-Inning Win Over Cubs
A late-game rally lifted the St. Louis Cardinals past the Chicago Cubs, ending a three-game skid and highlighting the impact of bullpen depth and timely hitting as the MLB trade deadline approaches
Breakfast News: AI Euphoria Meets Hard Questions
AI investments are under scrutiny as SpaceX's xAI racks up losses despite major contracts, Nvidia faces chip sector volatility, and Microsoft launches a new AI cybersecurity tool, all while global competition heats up
AI Storage Shortage Lifts Seagate and Western Digital Price Targets
Wedbush raises its outlook for Seagate and Western Digital as limited hard-drive supply and surging AI data needs put pricing power and profit margins in the spotlight ahead of key earnings reports
Google Stock Gets Buy Upgrade Despite Capex Shock and Cash Flow Hit
Alphabet's stock tumbled after its earnings report, but a top analyst now sees AI momentum outweighing short-term cash flow concerns-even as the company's 2026 spending plans raise new questions for investors
Intel Stock Target Nearly Doubled by Top Analyst After Earnings Beat
Intel's turnaround gains momentum as a leading JPMorgan analyst sharply raises his price target, citing surging data center sales and strong demand for AI infrastructure. Investors weigh what's next after seven straight quarters of outperformance
Jim Cramer Warns Tech Investors Face Steep Losses Without Rebalancing
Jim Cramer is urging investors to trim their exposure to AI and chip stocks, warning that concentrated tech bets could lead to sharp losses as volatility spikes and earnings season brings new risks
IBM Faces Investor Scrutiny After AI Strategy and Earnings Miss
IBM's CEO says only 2% of its software is at risk from AI, but a historic stock drop and a sharp mainframe revenue decline have investors questioning the company's outlook and execution as Wall Street cuts price targets
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