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The company also topped analyst estimates, but that clearly wasn't good enough for Mr. Market.

Micron's growing list of long-term supply agreements could make its business more predictable and give investors an early read on future demand ahead of earnings.

Moby summary of PepsiCo, Inc.'s Q2 2026 earnings call

PepsiCo (NASDAQ:PEP) executives reaffirmed the company’s full-year outlook during its 2026 second-quarter earnings question-and-answer session, pointing to strong international momentum and improving global volumes while acknowledging that North America, particularly impulse channels tied to gasolin

Penguin Solutions (NASDAQ:PENG) reported record fiscal third-quarter results and raised its full-year outlook, citing accelerating demand tied to artificial intelligence infrastructure and memory products. Chief Executive Officer Kash Shaikh told investors that the company delivered “an exceptional

Netflix Inc (NASDAQ:NFLX, XETRA:NFC) heads into its second quarter earnings report with Jefferies reiterating its ‘Buy’ rating and $110 price target, while writing that it sees limited scope for a sustained near-term re-rating despite maintaining a positive long-term outlook on the streaming...

Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investment Management, delivered a two-sided message on CNBC this morning: the fundamentals underpinning technology stocks are the strongest she has ever seen, yet the concentration those returns have created is rewriting the risk profile of nearly every diversified portfolio. Her framing captured the current market in ... Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.

Why Chipotle’s upcoming Q2 earnings are driving fresh attention Chipotle Mexican Grill (CMG) is drawing attention ahead of its Q2 2026 earnings release, as investors compare a projected slight EPS decline with expectations for healthy revenue growth and ongoing margin pressure from higher input costs. The setup creates a straightforward question for anyone following the stock: can Chipotle’s growing restaurant base and digital scale justify recent share price moves even as earnings...

Expectations are high for Q2 earnings reports from several major companies.

SanDisk (NASDAQ:SNDK) could see upside in its upcoming fiscal fourth-quarter 2026 report, according to Wedbush Securities, which raised its price target on the stock to $2,000 from $1,200. The semiconductor firm's management had guided fiscal fourth-quarter sales to a range of $7.75 billion...

I have covered AMD twice this July. First, Goldman Sachs raised its price target to $640 from $450 on July 5. And before that, when Wells Fargo made the same fundamental argument at the start of the month. Both times, the central thesis was the same: The server CPU story is being ...

Delta Air Lines reported results Friday morning.

Delta Air Lines will report second quarter results Friday morning, with investors hoping growth in the premium business would continue to blunt issues like rising fuel costs, and capacity cuts stemming from those expenses.

In early July 2026, Chipotle Mexican Grill appointed independent director Albert Baldocchi to its Audit and Risk Committee to meet SEC and NYSE independence requirements, while the stock was reclassified across several Russell indices including additions to the Russell Midcap Index and Russell 1000 Dynamic Index. These governance and index changes come as investors watch Chipotle’s upcoming July 29 earnings report, weighing revenue growth against margin pressures, negative comparable sales,...

TSM stock is trading sideways after hitting a recent high. TSMC's profit is expected to rise 46% in its second quarter.

T. Rowe Price Science & Technology Fund portfolio manager Tony Wang examines the back-and-forth activity appearing in semiconductor stocks, especially as the bar remains high for memory chip makers and SK Hynix's (000660.KS) US IPO listing is seven-times oversubscribed.

eBay will report its Q2 results soon. Here’s what analysts expect out of it…

PepsiCo stock was falling Thursday after the soft drinks and snacks maker said it had lost market share in North America, overshadowing a second-quarter earnings beat. The maker of Lay’s, Doritos, Pepsi, and Gatorade reported an adjusted profit of $2.20 a share for the second quarter, as revenue climbed 6.4% from a year ago to $24.18 billion. Analysts were expecting adjusted earnings of $2.19 a share on revenue of $23.95 billion, according to a FactSet poll.

Ford will release its Q2 earnings report later this month, and analysts forecast a single-digit decline in the bottom line.

Amgen trades at $365.22 per share and has stayed right on track with the overall market, gaining 12% over the last six months. At the same time, the S&P 500 has returned 7.7%.

Initial Claims came in at +215K, right where they were a week ago, and Continuing Claims also came in precisely where last week's original print did: +1.814 million.

David Joyner’s assurances, which come about a month before CVS is scheduled to report its second quarter results, will likely be welcomed by investors wary after a difficult few years for insurers.

Cigna is scheduled to post its second-quarter results later this month, and analysts project a single-digit earnings growth.

Limbach has been treading water for the past six months, recording a small loss of 1.9% while holding steady at $77.06. The stock also fell short of the S&P 500’s 7.7% gain during that period.

Huntington Ingalls is set to announce its second-quarter earnings soon, and Wall Street expects a low single-digit decline in its profit.

According to Koyfin data, the consensus revenue estimate for Delta Air Lines stands at $18.85 billion, and adjusted earnings per share are expected to be $1.50.

Monolithic Power Systems will release its second-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

Xylem will release its second-quarter earnings later this month, and analysts anticipate a single-digit bottom-line growth.

Honeywell Technologies made a big adjustment to its financial guidance. The automation company said late Wednesday that it now expects full-year earnings per share of between $7.90 and $8.30, from a prior range of $3.95 to $4.15. Investors should remember that Wall Street analysts don’t update numbers every day.

Biogen is poised to announce its second-quarter results later this month, and analysts predict a double-digit drop in the company’s bottom-line figure.