News

Investors have plenty of reasons to be uncertain right now. But that has not wholly shaken companies' faith in their ability to deliver strong earnings growth this year.

CDW (NASDAQ:CDW) reported record second-quarter results for 2026, as demand for infrastructure modernization, artificial intelligence readiness and security helped lift net sales 10% to $6.6 billion. The technology solutions provider said gross profit increased 6% to $1.3 billion, while non-GAAP op

ANET tops Q2 estimates as AI, cloud and enterprise networking demand fuel 37.7% revenue growth, with Q3 revenues projected at about $3.3 billion.

AbbVie's blockbuster drugs are surging while a major acquisition looms, but a trailing P/E of 71 and one model pricing the stock nearly $50 below current levels raises a real question about whether the rally has room left to run.

SpaceX’s AI infrastructure business reached 1.4 GW of nameplate capacity as compute spending drove quarterly capital expenditures above $18 billion.

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

Pan American Silver (PAAS) 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.

Nebius Group (NBIS) 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.

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

Investors are hitting the pause button in anticipation of Super Micro Computer's upcoming print.

The headline numbers for Lilly (LLY) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Toast is reinvesting its Q2 upside into AI and expansion after beating estimates, raising its 2026 outlook and adding a record 9,500 net locations.

Sterling Infrastructure says capacity, not demand, is limiting growth as it boosts hiring, fleet spending and M&A to support mission-critical projects.

Spotify is prioritizing monetization, add-ons and automated ads while accepting slower MAU growth and keeping AI spending and margins under tight control.

Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.

Powell Industries' record orders lifted backlog to $2.4B, driving a capacity push as data center, utility and energy demand stays robust.

Merck raised its 2026 sales outlook as pipeline gains, new launches and post-KEYTRUDA plans took focus despite acquisition-driven losses.

Marathon Petroleum pairs 112% refining margin capture with $2.5B in buybacks as management projects strong refining conditions into 2027.

Leidos lifts 2026 guidance as Defense, Homeland and Intelligence growth offsets Health pressure, backed by stronger cash flow and defense-tech scale.

FANG has raised 2026 output guidance without lifting capex, cut debt and positioned gas demand and well gains to support growth into 2027.

Energy Transfer raises its 2026 EBITDA outlook as gas demand, NGL exports and late-year projects build a stronger growth runway into 2027.

DaVita's Q2 earnings call highlights mortality-led volume gains and broader middle molecule access, while management held 2026 guidance amid reimbursement pressure.

Caterpillar raises its 2026 sales outlook as record backlog, stronger segment demand and added power capacity support higher second-half growth.

Booking's Q2 call highlights resilient travel demand, higher savings and early AI gains, while geopolitical risks cloud the near-term outlook.

Arista lifts its 2026 revenue outlook to $12.6B for a third time as supply gains unlock shipments across AI, data center, campus and routing.

Amgen raised its 2026 outlook as broad product growth funds a deeper late-stage pipeline push amid biosimilar pressure on older franchises.

Astera Labs posts record Q2 revenues and sees accelerating momentum in Q3 as Scorpio X-Series switch ramp enters volume production.

Walt Disney Co. (NYSE:DIS) advanced nearly 5% in pre-market trading on Wednesday after reporting third-quarter adjusted earnings that comfortably exceeded analysts’ expectations, even though quarterly revenue came in slightly below forecasts.

The average of price targets set by Wall Street analysts indicates a potential upside of 29.8% in Sony (SONY). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

CVS Health saw its shares dip about 6% even though it handily beat Wall Street’s expectations for the most recent quarter and raised its guidance for 2026 earnings. The issue was the company’s unusually early commentary about 2027.