Shock Report: Amazon and Alphabet Mask True S&P 500 Earnings Reality, Says Goldman Sachs
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Shock Report: Amazon and Alphabet Mask True S&P 500 Earnings Reality, Says Goldman Sachs
First-quarter results are shaping up to be the best since 2021.
Goldman Sachs clearly isn’t sitting on the sidelines when it comes to Advanced Micro Devices (AMD) stock, given its eye-popping price target reset following earnings. The bank bumped its rating on the chipmaker to Buy from Neutral and raised its price target to $450 from $240 (a stunning 88% ...
Celsius beat first-quarter revenue and earnings estimates, while gross margin fell to 48% amid rising competition.
This alternative asset manager offers fee-based strategies to institutional and high-net-worth clients in the industrials sector.
(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus
Datadog (NASDAQ:DDOG) reported first-quarter 2026 results that management described as a “very strong start to 2026,” highlighted by accelerating revenue growth, record new-logo activity, and expanding product adoption tied to both AI and traditional observability demand. Q1 results show accelerati
Celsius (NASDAQ:CELH) executives touted record first-quarter 2026 revenue, expanding market share, and integration progress across the company’s multi-brand energy drink portfolio during its earnings webcast, while also noting near-term commodity and freight pressures that could influence the timing
APA (NASDAQ:APA) reported first-quarter 2026 results highlighted by higher-than-guided Permian oil production, strong execution across its portfolio, and nearly $0.5 billion in free cash flow, while management reiterated a focus on capital discipline and balance sheet improvement amid heightened geo
Chelsea Heffernan: Thank you, and good afternoon. Joining me on today's call is John Forsyth, Cirrus Logic's Chief Executive Officer; and Jeff Woolard, our Chief Financial Officer. Today, at approximately 4:00 p.m. Eastern Time, we announced our financial results for the fourth quarter and full fiscal year 2026.
Upstart stock dives as investors stand disappointed following weak earnings figures and revenue guidance.
Rene Haas: Thank you, Jeff, and welcome, everyone. Arm delivered a record quarter and record fiscal year. Licensing revenue grew 29% year-over-year to $819 million, driven by strong demand for the Arm platform.
BWX Technologies, Inc. recently reported first-quarter 2026 results, with sales rising to US$860.22 million and net income to US$91.07 million, while also declaring a US$0.27 per-share quarterly dividend payable on June 5, 2026 to shareholders of record on May 19, 2026. Alongside beating earnings expectations, BWX Technologies raised its 2026 revenue guidance above US$3.75 billion and moved to expand nuclear manufacturing capacity through the planned acquisition of Precision Components...
Mitchell J. Krebs: Hello, everyone, and thank you for joining our call to discuss Coeur Mining, Inc.'s first quarter results. Putting that all together along with consistent performance from our three other operations and taking the midpoint of our guidance ranges, we expect to produce approximately 750 thousand ounces of gold, over 20 million ounces of silver, and nearly 60 million pounds of copper in 2026.
Moby summary of Cheniere Energy, Inc.'s Q1 2026 earnings call
Palantir just posted one of the strongest quarters in its history as a public company. Wall Street's reaction was split. The stock fell. And one analyst said he had never seen anything quite like it at this scale. That analyst was Rosenblatt Securities' John McPeake. And he responded by raising his ...
Need a quote from a Motley Fool analyst? Stephane Aka: And thank you for joining us on APA Corporation’s first quarter 2026 financial and operational results conference call. Ben C. Rodgers, CFO, will share further color on our results and outlook.
Stock Of The Day: S&P 500's Albemarle reclaimed a buy point on its best earnings in years amid higher lithium prices and energy storage demand.
Denison Mine heads into Q1 earnings with revenue pressure and higher costs, but uranium gains and Wheeler River progress keep its long-term growth story intact.
Shawn Amini: Thank you for joining us today for Texas Pacific Land Corporation's first quarter 2026 earnings conference call. Management will make some prepared comments, after which we will open the call for questions.
Shares of Axon Enterprise rose sharply Thursday after the maker of law-enforcement technology like Tasers and body cameras reported a spike in international sales. Axon stock jumped 7.6% to $415.14 on Thursday.
TRP beats Q1 earnings estimates, boosts dividend and posts strong segment growth, even as revenues miss expectations and outlook stays intact.
Richard Cohen: Thank you, Charlie. During the second quarter, we began our first system deployment with Associated Wholesale Grocers, or AWG, the nation's largest cooperative food wholesaler to independently owned supermarkets. To build upon this momentum, our teams met with many existing and prospective customers last month at the MODEX Trade Show in Atlanta.
Brad Marshall: Thank you, and good morning. Looking at the leveraged loan index, spreads widened roughly 50 basis points and returns were down 55 basis points during the quarter. Despite private credit generally outperforming the broadly syndicated loan and public equity markets, capital flows into several non-traded BDCs declined, and public BDCs traded down meaningfully.
Last fall, we described a crucible moment for Snap and the imperative to grow our community and engagement, reaccelerate revenue growth improved gross margins and establish a clearer path to net income profitability. Q1 marked a return to growth in daily active users reaching $483 million, while monthly active users grew to 956 million. Revenue increased 12% year-over-year to $1.53 billion, including a 3% year-over-year increase in advertising revenue to $1.24 billion and an 87% year-over-year increase in other revenue to $285 million.
Ride share app Uber (UBER) and food delivery service DoorDash (DASH) released strong first quarter earnings results. Roth Capital Partners managing director Rohit Kulkarni elaborates on what earnings figures from these companies — and Amazon Prime (AMZN) — show about the strength of the US consumer and how they are spending.
Gladstone Investment (NASDAQ:GAIN) is the income-focused business development company that pays shareholders a $0.08 monthly distribution plus periodic supplemental payouts tied to portfolio exits. Income investors lean on GAIN for that monthly check, so the Q3 FY26 earnings miss reported February 3, 2026, where adjusted EPS came in at $0.21 against a $0.2275 estimate, raised ... Inside the $17 income play paying 5.7% yield after its biggest earnings disappointment
Commerce.com executives highlighted accelerating gross merchandise volume growth, expanding profitability, and new product launches focused on “agentic commerce” during the company’s first-quarter 2026 earnings call. Management also addressed a recent unsolicited proposal and outlined upcoming prici