earnings beat

$SMCI stock jumps after Q3 EPS crushes estimates; Q4 guidance signals strong growth ahead despite revenue shortfall.

$BUD surged 8.7% after Q1 2026 beat: $15.3B revenue (+12%), $0.97 EPS (+20.8%), growing volumes as industry shrinks.

Fiserv stock plummeted 9.5% after posting better-than-expected earnings but missing revenue targets, signaling stalled growth momentum.

Despite 85% revenue growth and beat-and-raise guidance, $PLTR stock declined on U.S. commercial miss and stretched valuation amid AI sentiment shifts.

DuPont beat Q1 earnings expectations with 55-cent adjusted EPS versus 48-cent estimate, expanded margins 230 basis points, and launched $275M accelerated buyback program.

IDEXX Laboratories beats Q1 expectations and raises full-year guidance, citing stronger clinical visits and diagnostic frequency across its pet healthcare segment.

Monolithic Power Systems surged 70% in 2026, beating NVIDIA and Broadcom. Q1 revenue reached $804M (+26% YOY); Q2 guidance of $900M far exceeded expectations.

Pinterest stock surges 16.88% after beating Q1 revenue estimates, driven by AI improvements and strong user growth reaching 631 million MAU.

Fabrinet stock fell 10.84% despite beating Q3 earnings and revenue estimates, posting record results with $3.72 EPS and $1.21B revenue.

Microsoft's Azure cloud grew 40% in Q3, beating 39% expectations. Management guides for sustained 39-40% growth, supporting upside potential for $MSFT at 25x earnings.

FormFactor stock fell 11.6% this week despite beating Q1 earnings with $0.56 adjusted EPS on $226.1M revenue and issuing strong guidance, as investors take profits.

Polaris beats Q1 earnings but guides flat 2026 sales. Defense partnership to build autonomous trucks could unlock new growth avenue.

S&P 500 and Nasdaq hit record highs May 1 on strong tech earnings, with 80% of companies beating estimates. Oil spiked above $106/barrel, signaling macro headwinds.

SanDisk surged 8.2% after Q3 earnings beat, posting $23.03 EPS on $6B revenue with aggressive Q4 guidance of $8B sales and $30-$33 EPS, signaling an AI memory inflection point.

Pentair stock fell 12% this week after beating Q1 earnings, driven by analyst downgrades despite management's strong 2026 guidance and attractive valuation metrics.

$RSI jumped 18% after reporting 41% revenue growth to $370M and doubling net income, with raised 2026 guidance.

Generac stock surged 17% this week on strong Q1 earnings and raised guidance, buoyed by 28% growth in its data center-focused commercial and industrial segment.

Sherwin-Williams fell 3.5% after Q1 2026 earnings beat as elevated mortgage rates and weak DIY demand persist, though strong balance sheet and dividend growth streak support long-term outlook.

$TEAM surges 22.6% after beating earnings with $1.75 EPS versus $0.98 forecast and $1.8B revenue, though GAAP losses widen and profitability remains elusive.

Bloom Energy stock surged 27% after beating Q1 estimates with $752M revenue and $3.6B guidance, though analysts flag overvaluation risks at 135X 2026 earnings.