News

Oppenheimer Backs Microsoft Stock Ahead of Earnings Despite AI Capex Overhang

Revenue surged 24% as commercial services and defense backlogs hit record highs.

The Home Depot is set to report Q2 earnings next month, with analysts expecting marginal year-over-year EPS growth.

Healthcare products company West Pharmaceutical Services (NYSE:WST) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 13.8% year on year to $872.3 million. Guidance for next quarter’s revenue was better than expected at $827.5 million at the midpoint, 0.8% above analysts’ estimates. Its non-GAAP profit of $2.37 per share was 13.9% above analysts’ consensus estimates.

LyondellBasell Industries is ready to release its second-quarter results by the end of the month, and Wall Street projects a notable triple-digit rise in earnings.

American Airlines said it is cutting full-year guidance as fuel costs rise once more on the escalations in the Middle East.

Moderna is likely to announce its fiscal second-quarter earnings by the end of this month, and analysts expect its losses to narrow.

Investing.com -- American Airlines Group Inc. (NASDAQ: AAL) reported its second-quarter results on Thursday, sending its shares over 5% lower in premarket trading.

Micron and SK Hynix stock were rising ahead of the open Thursday after earnings from Alphabet and signs of continued spending on memory helped ease fears that have hung over chip makers. SK Hynix was outdoing its U.S. rival, though the Korean memory giant has been susceptible to bigger swings recently, since it made its debut in the U.S. stock market earlier this month. Micron stock gained 3.5% in premarket trading on Thursday with SK Hynix’s American Depositary Receipts (ADRs) up 6.7%.

T-Mobile (TMUS) delivered earnings and revenue surprises of +25.70% and +0.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

T-Mobile US stock was sliding on Thursday after the wireless carrier reported softer-than-expected second-quarter revenue, overshadowing an earnings beat. T-Mobile reported adjusted earnings of $2.99, as revenue climbed 7.9% from a year ago to $22.8 billion. T-Mobile also said it now expects full-year adjusted free cash flow of between $18.4 billion and $18.8 billion, up from prior guidance of $18.1 billion to $18.7 billion.

Ives said that while higher AI infrastructure spending may weigh on margins in the near term, accelerating adoption of AI by both enterprises and consumers will be a key theme of second-quarter earnings.

Honeywell Technologies reported second quarter earnings per share of $1.95. Wall Street was looking for $1.82.

The brokerage said the pullback has been driven by disruptions involving third-party launch vehicles, not by lost customer contracts or a slowdown in demand for direct-to-device satellite connectivity.

The Dallas carrier posted adjusted EPS of 94 cents against a 51-cent consensus estimate, but its third-quarter earnings outlook of 50–75 cents trailed the 82-cent analyst expectation

Dow Inc. (DOW) delivered earnings and revenue surprises of +15.20% and +0.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Comcast (CMCSA) delivered earnings and revenue surprises of +7.22% and +2.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The company now expects constant-currency revenue growth of 4% to 5% for 2026, down from a prior forecast of over 5%

Investing.com -- Lockheed Martin Corporation (NYSE: LMT) reported second-quarter results that exceeded analyst expectations and raised its full-year outlook, sending shares up 7.3% premarket on Thursday.

RTX (RTX) delivered earnings and revenue surprises of +13.86% and +8.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

This key source of income accounts for a huge amount of earnings for the entire S&P 500.

Tesla (TSLA) shares fell early Thursday after the electric vehicle manufacturer reported an unexpect

West Pharmaceutical Services (WST) reported Q2 adjusted earnings Thursday of $2.37 per diluted share

Investing.com -- Honeywell Technologies (NASDAQ: HON) reported second-quarter results that exceeded analyst expectations and raised its full-year guidance, marking its first earnings report as a standalone automation company following the spin-off of its aerospace business.

Investing.com -- Shares in RTX Corp jumped in premarket trading Thursday after the aerospace and defense giant reported second-quarter earnings well ahead of Wall Street estimates and raised its full-year guidance across the board.

Molina Healthcare (NYSE:MOH) shares dropped more than 9% in premarket trading on Thursday after the health insurer issued a full-year revenue outlook that disappointed investors, despite reporting second-quarter earnings ahead of market expectations. While profitability exceeded forecasts, concerns over slowing revenue growth and ongoing Medicaid headwinds weighed heavily on market sentiment.

U. S. stock futures traded lower on Thursday as investors digested quarterly results from Alphabet, Tesla and IBM while awaiting the European Central Bank’s latest interest rate decision.

Norfolk Southern Corp. said Q2 earnings exceeded Wall Street expectations on higher freight volumes and fuel surcharges. The post First look: Norfolk Southern earnings appeared first on FreightWaves.

Lumentum Holdings will release its fourth-quarter earnings next month, and analysts anticipate a robust triple-digit bottom-line growth.

Qnity Electronics will release its second-quarter earnings next month, and analysts anticipate a high double-digit profit dip.