Analyst upgrades are piling up ahead of earnings
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SHOP heads into Q2 earnings with high-20% revenue growth expected, fueled by GMV, payments and AI.
It is another big week on the earnings front with a lots of big name companies reporting. This week could make or break the market. This week we have SpaceX, Advanced Micro Devices, Palantir Technologies, Sandisk, Uber Technologies, McDonald’s, Caterpillar, Merck & Company, Disney, Shopify and Arista Networks all reporting in what shapes as a busy and pivotal week for stocks.
Markets enter an earnings-dominated week with a huge concentration of corporate results spanning technology, industrials, healthcare, consumer discretionary, and entertainment sectors. This will provide a critical assessment of economic health and corporate fundamentals amid persistent uncertainty about technology sector valuations and AI infrastructure spending.
Moby summary of Socket Mobile, Inc.'s Q2 2026 earnings call
Despite revenue decline, Naked Wines PLC (NWINF) focuses on profitability and customer retention, with promising EBITDA growth and strategic transitions.
Shopify (SHOP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Shopify (NASDAQ: SHOP) and Amazon (NASDAQ: AMZN) just reported earnings that frame two opposite philosophies in commerce. Shopify arms independent merchants with payments, software, and AI tools. Amazon owns the marketplace, the warehouses, the ad network, and increasingly, the chips powering generative AI. Both quarters were strong. The question is which model converts that strength ... Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear
Riskified (NYSE:RSKD) released first-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. The full earnings call is available at https://edge.media-server.com/mmc/p/iwy265as/ Summary Riskified reported Q1 2026 revenue of $88.3 million, a 7% year-over-year increase, with non-GAAP gross profit of $46.3 million, up 13%.
Affirm (NASDAQ:AFRM) executives told investors on the company’s fiscal third-quarter 2026 earnings call that they are seeing stable credit performance and an unusually supportive funding environment, while continuing to push product initiatives such as the Affirm Card, app-based shopping features, a
Cathie Wood has spent weeks trimming some of the market’s hottest winners. Advanced Micro Devices (AMD) kept climbing, and it was one of the several that Wood sold. In my previous coverage, Cathie Wood sold another $15.6M of the semiconductor stock after it gained 93% this year. Other artificial ...
Lifevantage (NASDAQ:LFVN) reported fiscal third-quarter 2026 results that reflected a sharp year-over-year revenue decline, as management pointed to weaker demand for its MindBody GLP-1 System and fewer active accounts. On the call, the company also highlighted a leadership transition, ongoing techn
Moby summary of LifeVantage Corporation's Q3 2026 earnings call
Shopify shares sank yesterday as management’s guidance dampens the firm’s strong Q1 release. Barchart’s data suggests SHOP stock could tumble further through the remainder of 2026.
Shopify Drops After Strong Results: Guidance Clouds Growth Story
Shopify Inc (TSX:SH., NYSE:SHOP) shares fell sharply on Wednesday, dropping 13.5% after the company reported mixed first quarter 2026 results that paired strong revenue growth with a sizeable loss and guidance that largely met expectations rather than exceeding them. For the quarter ended...
Moby summary of Shopify Inc.'s Q1 2026 earnings call
All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite
The commerce software company posted 34% revenue growth in Q1, but its outlook for high-twenties growth in Q2 rattled investors
While the top- and bottom-line numbers for Shopify (SHOP) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Shopify stock fell Tuesday after the e-commerce platform reported continued top-line growth but weak earnings in the first quarter. After including investment losses, Shopify swung to a loss of 45 cents a share in the quarter. Shopify stock fell 6.3% in premarket trading.
Shopify (SHOP) delivered earnings and revenue surprises of +12.78% and +2.79%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
E-commerce platform Shopify (NASDAQ:SHOP) will be reporting results this Tuesday morning. Here’s what you need to know.
SHOP reports Q1'26 earnings on May 5, eyeing low-30% revenue growth as Shop Pay and AI momentum run into margin headwinds.