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BWX Technologies (BWXT) is back in focus as investors react to optimism ahead of its upcoming March quarter earnings report, where expectations center on year over year EPS growth and another potential consensus beat. See our latest analysis for BWX Technologies. The recent 1 month share price return of 9.62% and year to date share price return of 22.12% suggest momentum has been building. Meanwhile, the 1 year total shareholder return of 105.99% puts the latest pullback into a longer trend...

Commvault stock gained after posting fiscal Q4 results ahead of expectations, CVLT stock was slumping heading into results.

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 18.7% year on year to $1.47 billion. The company’s full-year revenue guidance of $6.18 billion at the midpoint came in 0.7% above analysts’ estimates. Its non-GAAP profit of $1.96 per share was 4% above analysts’ consensus estimates.

Chip stocks are finally taking a dip—a signal to look elsewhere in the market. The VanEck Semiconductor exchange-traded fund has surged about 32% this year, while many industrial manufacturers have also soared on hardware demand from Big Tech artificial-intelligence companies that are building their data centers.

EQT delivered a first quarter that exceeded Wall Street’s expectations, prompting a positive market response. Management attributed this performance to a combination of robust free cash flow generation, operational resilience during Winter Storm Fern, and strategic benefits from the Equitrans integration. CEO Toby Rice emphasized that EQT’s ability to capture nearly all of the market volatility upside, thanks to a minimal hedging approach, was a significant driver. The company also highlighted s

Halliburton’s first quarter results were received positively by the market, with management attributing performance to a combination of robust international activity and early signs of recovery in North America. The company managed to offset regional disruptions, particularly in the Middle East, through stronger-than-expected contributions from Latin America and Europe/Africa. CEO Jeffrey Miller highlighted significant contract wins, such as the multi-year agreement with YPF in Argentina, and em

Corning reported better-than-expected quarterly results on Tuesday but issued a middling outlook for the current quarter, halting the rally in optical communications stocks. Corning, which makes glass and fiber, barely eked out an earnings beat. The earnings outlook lined up with Wall Street’s estimates, but not the sales figure.

Over the last several quarters, fundamentals across our West Coast markets have meaningfully improved. As return-to-office momentum has intensified, space rationalizations by large users have abated, and the artificial intelligence ecosystem has created considerable new business formation and growth, all contributing to a resurgence in space requirements from rapidly scaling new companies and well-established players alike. Recent tenant behavior, both within our portfolio and across the markets in which we operate, points to a constructive dynamic around technological change with companies seeking to utilize AI to enhance their growth and augment their talented team, rather than automating simply to manage costs.

Before we begin, I'd like to acknowledge all those impacted by the Middle East conflict, and I'd like to thank our team members who adapted very quickly and continue to provide extraordinary hospitality during this difficult time. All of this, coupled with our asset-light fee-based business model, positions us to continue producing significant free cash flow and driving meaningful shareholder returns. For the first quarter, System-wide RevPAR increased 3.6% year-over-year, driven by broad growth across all chain scales, brands and segments, as well as sequential monthly improvement throughout the quarter in the U.S.

Maxlinear is well-positioned to continue benefiting from the ongoing growth of hyperscalers' data centers.

Centrus Energy heads into Q1 earnings with falling EPS estimates, rising uranium prices and delayed shipments that could shift margins and revenues.

Intuitive Surgical’s first quarter results for 2026 exceeded Wall Street’s expectations, with management crediting the outcome to strong global procedure growth and expansion of the da Vinci and Ion platforms. CEO David Rosa pointed to a 17% increase in total procedures, including “broad-based adoption across da Vinci and Ion as customers continue to advance minimally invasive care.” The company also highlighted notable gains in after-hours and non-urology procedures, as well as expanding uptake

Moby summary of Hilton Worldwide Holdings Inc.'s Q1 2026 earnings call

VRTX heads into Q1 earnings with Trikafta demand, rising Alyftrek sales, and Casgevy and Journavx sales in focus ahead of the May 4 report.

Meta Platforms (NASDAQ:META) reports Q1 2026 earnings on Wednesday, April 29, after market close. Management has guided Q1 revenue to $53.5 billion to $56.5 billion, embedding what CFO Susan Li called an outlook for accelerated growth. Shares trade around $675, up 29% over the past month and 3% year to date. The stock now carries ... Meta Reports Q1 Earnings Tomorrow: 3 Things to Watch on AI Spend

Rocket Companies (RKT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

CNC tops Q1 estimates on strong premiums, lifts 2026 outlook with higher revenue and EPS guidance despite membership decline and rising costs.

Cadence Design Systems (CDNS) delivered one of its strongest Q1 full-year guidance raises on broad-b

Universal Health tops Q1 estimates as behavioral health admissions and patient days rise, driving revenue growth despite higher operating costs.

AMKR tops Q1 estimates as revenues jump 27.5% on broad demand, with AI datacenter strength and margin expansion signaling a strong start to 2026.

XYL tops Q1 estimates as Measurement & Control demand lifts results, while raising 2026 revenue outlook.

ATI heads into Q1 results on April 30 with revenues expected to rise 3.7% as aerospace, defense and proprietary materials demand support growth.

IP heads into Q1 earnings release with falling profit estimates, weak demand signals and a mixed segment outlook despite DS Smith-driven sales growth.

SW heads into Q1 results, with falling EPS estimates and mixed demand trends, as stable packaging needs and e-commerce gains face European volume weakness.

Myriad (MYGN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Lumentum (LITE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Leidos (LDOS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Halozyme Therapeutics (HALO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Cipher Digital Inc. (CIFR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Enlight Renewable Energy Ltd. (ENLT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.