Quarterly results, guidance revisions and the gap between expectations and delivery.
152 report(s) in the archive
Goldman Sachs held its price target at $195 even after the chipmaker's upgraded guidance, and MarketWatch says the July-quarter results didn't clear a high enough bar.
Marvell boosted its forecasts following July-quarter results, but Goldman Sachs kept its price target unchanged at $195, and MarketWatch reported the update wasn't enough to lift the stock.
A post-earnings analysis is now working through the retailer's next catalysts after the stock's decline.
Dollar Tree stock fell following its latest earnings report, prompting analysts to lay out the next catalysts investors should watch.
ServiceNow and Adobe rallied alongside Salesforce as investors read the results as evidence software demand is holding up.
Salesforce shares soared 14% after its Q2 2027 earnings call, with management pointing to a new AI product tie-up dubbed Claudeforce and a raised guidance outlook.
The chipmaker's results and outlook lifted technology stocks broadly and pulled bitcoin higher in the same session.
Nvidia shares rose 8% after an earnings beat and strong outlook, and the move spilled over into bitcoin and AI infrastructure names.
The ad-tech company held its full-year outlook steady after second-quarter revenue rose 6.5%, but investors sold the stock anyway.
Verve Group affirmed its guidance and reported 6.5% Q2 revenue growth, yet shares fell sharply, suggesting the market wanted more than a steady outlook.
Component makers and assemblers across Asia reacted unevenly to Nvidia's results, even as the numbers themselves were described as a record quarter.
Nvidia's latest quarterly results triggered a mixed, rather than uniformly positive, reaction among its Asian supply-chain partners.
The Australian conglomerate lifted its dividend 7.8% for the latest half, but investors sold the stock anyway.
Wesfarmers posted an 8.3% rise in half-year profit and raised its dividend 7.8%, yet its shares fell on the earnings call.
Amazon's cloud unit expanded its Nvidia order just as the chipmaker's own quarterly results topped estimates, reinforcing the bull case for sustained AI spending.
AWS and Nvidia agreed to deploy 2 million additional GPUs by 2028, announced alongside Nvidia's latest quarterly results, which beat expectations.
Kohl's, Abercrombie & Fitch, Walmart and Williams-Sonoma reported this cycle, but their headroom to expand margins looks very different.
This earnings season is drawing a line between retailers analysts say still have room to expand margins and those seen as near their ceiling.
Investors held positions steady heading into the report, leaving major benchmarks little changed for the August 26 session.
Major US stock indexes closed roughly flat on August 26 as investors avoided large bets before Nvidia's earnings release.
A $100 million tariff refund and raised guidance sent Abercrombie & Fitch shares up 37%, while Kohl's used its own refund to fund buybacks and Ross held steady.
Abercrombie & Fitch stock rose 37% after disclosing a $100 million tariff refund alongside raised guidance, while Kohl's directed its own refund toward share buybacks.
The company's H1 2026 results also showed margins improving as management raised its full-year growth outlook.
H&H shares jumped 20% after the company reported 23.7% revenue growth for H1 2026 and lifted its full-year outlook.
The 50% memory jump comes as chip prices climb industry-wide, a cost investors will watch alongside Nvidia's earnings this week.
AMD's upcoming AI accelerator carries 432 gigabytes of memory, 50% more than its predecessor, arriving just as memory chip prices rise across the industry.
A shift in the Australian media group's business portfolio drove the earnings jump that sent the stock up almost 10%.
Nine Entertainment's FY26 EBITDA (earnings before interest, tax, depreciation and amortization) rose 17% on a portfolio shift, and shares jumped 9.5% on the results.
The engineering contractor posted a profit jump and record FY26 revenue, but investors punished the stock over its outlook.
Monadelphous shares fell 13% on August 24, 2026 even as the company reported a jump in H2 profit and record full-year revenue.
The defense technology firm posted its strongest H1 2026 profit yet, with investors rewarding the results on the day of the earnings call.
EOS shares rose 12.8% after the company reported a record first-half profit for 2026, driven by surging demand for its counter-drone systems.
The Norwegian floating oil producer trimmed its outlook even as second-quarter EBITDA rose, after its BW Opal project ran into delays.
BW Offshore shares fell 11% after the company cut guidance due to a delay in its BW Opal project, despite reporting higher quarterly EBITDA.
Kogan hit $1 billion in sales and still dropped 15%; Bendigo, Navigator and Aussie Broadband posted growth and fell anyway.
Kogan.com crossed $1 billion in annual sales for FY26 and its stock fell 15% the same day, the sharpest example of an Australian earnings season where record headline numbers are being punished rather than rewarded.
With Nvidia due to report and Jackson Hole on the calendar, rates and mega-cap tech risk are both back in focus for a market that has ridden the chip maker's results before.
Nvidia reports earnings Wednesday in what MarketWatch calls a test for a broad universe of companies tied to the AI theme, with bond yields also back in focus ahead of Jackson Hole.
Citi says the chipmaker's stock should rise after results, while another Wall Street voice warns it could fall even on a beat.
Citi expects Nvidia shares to trade higher after its upcoming earnings report, while a competing analysis argues the stock could drop even if the company beats estimates, because expectations have become too demanding.