Besides this second quarter, I had the chance to cover Morgan Stanley's note on RTX in April after their impressive Q1. Morgan Stanley cut RTX's price target to $220 but maintained an Overweight rating, viewing the post-earnings dip as a "buying opportunity."Fast forward to this Q2 coverage: RTX ...
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Colgate-Palmolive (NYSE:CL) reports second-quarter 2026 results on Friday. Let’s analyze where the stock stands heading into the print. Colgate has beaten EPS estimates in each of the last four quarters, with an average beat of about 3%. The setup from last quarter Colgate’s first quarter showed the split that defines this stock right now. Net […]
Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.
Strategy, the biggest bitcoin whale, hasn't bought any of the cryptocurrency in more than a month. It has even unloaded some bitcoin to pay preferred stock dividends as the company has raced to raise cash to stem an investor crisis of confidence. Strategy may be ready to dive back into bitcoin accumulation now that it has raised $3.75 billion in cash, calming investor fears.
Crocs (CROX) shares were slumping Thursday after the footwear maker issued a downbeat third-quarter
SoFi delivered strong member growth in the second quarter.
PepsiCo’s unusual options activity yesterday points to a $22 million bet on a ratio call diagonal spread with a breakeven near $155.50, targeting a rebound ahead of PepsiCo's Q3 earnings report.
Carvana reported record second-quarter figures on Wednesday, with revenue climbing 52% year-over-year to $7.38 billion.
Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.
Amazon stock was on the rise, up 4.8%, while Apple stock struggled, falling 1.8%, before both companies released quarterly results. The pair of Magnificent Seven companies are following Microsoft and Meta's earnings prints, which garnered very different stock reactions.
ICE's Q2 earnings beat estimates as recurring data and mortgage growth offset weaker energy revenues, while strong cash flow supports capital returns.
Apple stock is just two days removed from an all-time closing high. Numerous price hikes across Apple products will likely boost revenue and earnings over the next six to 18 months, the firm argues, but these fundamentals appear baked in to the stock. "The tactical setup into earnings is neutral/tougher as it requires zero blemishes across the board," Erik Woodring, an analyst at Morgan Stanley, wrote in a research note last week.
CoreWeave (CRWV) is expected to report Q2 revenue at the "high end" of its $2.45 billion to $2.60 bi
The stock is one of the worst performers in the S&P 500 on Thursday, according to Dow Jones Market Data.
InterDigital (NASDAQ:IDCC) reported second-quarter 2026 results that exceeded its prior outlook, supported by growth in recurring licensing revenue and a new patent-license agreement with Amazon covering devices and services, including Prime Video. Revenue totaled $260.2 million for the quarter, ab
Moby summary of RPC, Inc.'s Q2 2026 earnings call
Knorr-Bremse AG (KNRRY) achieves highest quarterly operating EBIT margin in five and a half years, while launching a 'Growth Beyond' strategy targeting EUR10 billion in revenue by 2030.
Moby summary of FTI Consulting, Inc.'s Q2 2026 earnings call
Visa crossed $4 trillion in global payments volume the same quarter PayPal brought in a new CEO to salvage branded checkout, and the two earnings reports could not paint a more different picture of where fintech power is actually concentrating.
Moby summary of TriMas Corporation's Q2 2026 earnings call
Moby summary of Darling Ingredients Inc.'s Q2 2026 earnings call
Results from the tech giants will shift investor focus toward Nvidia
KLIC heads into Q3 earnings with expected revenue growth as AI packaging demand, TCB adoption and automotive strength support results despite margin risks.
Procter & Gamble's (PG) mostly upside fiscal 2027 earnings guidance reflects a prudent view of mark
Moby summary of Brookfield Infrastructure Partners L.P.'s Q2 2026 earnings call
NOV beats Q2 earnings and revenue estimates despite lower sales, as Energy Equipment strength, shareholder returns and upbeat Q3 guidance support momentum.
Apple isn't a particularly volatile stock, and that will likely hold true after Thursday's earnings report. The stock hasn't swung by more than four percentage points after earnings since May 2024, even after some stellar results. A year ago, Apple beat estimates for earnings per share by 9.1%, and shares slipped 2.5% in response.
HUBS heads into Q2 2026 results with AI adoption, enterprise demand and pricing initiatives expected to drive revenue growth and strengthen recurring subscriptions.