earnings beat

Microsoft, Amazon, Alphabet, and Meta report earnings after market close today with prediction markets pricing in 92-96% beat probabilities.

Seagate surges 16.92% to 52-week high of $677 after crushing Q3 earnings and raising long-term guidance to 20%+ annual revenue growth, driven by explosive AI-driven data center demand.

Kinikska Pharmaceuticals surged 24% after Q1 earnings beat. Arcalyst revenue jumped to $214M; net income more than doubled. Company raised full-year Arcalyst guidance to $930-945M.

Solaris Energy stock surges 5% after Q1 earnings crush expectations, with revenue at $196M vs. $183M forecast and EPS nearly tripling. AI data center demand drives outlook.

Visa beats earnings expectations with $3.31 adjusted EPS and 17% revenue growth, its fastest pace since 2022, while authorizing $20 billion in buybacks.

Itron beats Q1 results but plunges 9.7% intraday before recovering to close slightly positive as weaker Q2 guidance disappoints investors.

Celestica stock plunged 15.7% despite beating earnings and raising full-year revenue guidance to $19B and EPS to $10.15, signaling market valuation concerns.

Nvidia reports Q1 2027 earnings May 20; analysts expect 79% revenue growth against 77% guidance. Stock needs 80%+ growth for significant rally amid $3-4T projected AI spending by 2030.

Celestica beat Q1 earnings estimates with $2.16 EPS and $4.05B revenue, raising full-year guidance, yet shares fell 7.11% in after-hours trading.

SAP exceeded earnings expectations and expanded French cloud services, but shares fell 1.16% amid sector-wide AI concerns.

Liberty Energy ($LBRT) stock jumped 24.5% after Q1 results beat expectations with $0.06 adjusted EPS versus forecast $0.14 loss and $1.02B revenue.

Deutsche Bank downgraded Comcast to hold, cutting price target to $34. Analyst cites broadband competition and lower 2027+ cash flow forecasts despite Q1 earnings beat.

Newmont Mining surged 8.5% Friday after Q1 earnings beat expectations with 45.9% revenue growth and 132% EPS increase. The company authorized $6 billion in new buybacks.

Intel surged 21.91% after crushing Q1 earnings with $0.29 adjusted EPS versus $0.01-0.02 consensus, driven by strong data center and AI segment performance.

$APOG surges 10.65% after beating Q4 earnings and providing upbeat fiscal 2027 guidance, driven by pricing gains and operational improvements.

$MU gains 4.5% as Intel's earnings beat signals strong AI inference demand, bolstering prospects for high-bandwidth memory chips.

Texas Instruments surges 19% on strong data center growth of 90% YoY. Analog chip specialist benefits from AI infrastructure boom; analysts raise price targets to $250-$330.

Intel surges 27.6% on Q1 earnings beat, with AI revenue reaching 60% of sales and growing 40% yearly, while Q2 guidance more than doubles analyst estimates.

Comfort Systems USA ($FIX) hits 52-week high after Q1 earnings beat, raising dividend 10 cents and boasting $12.45B backlog.

Newmont crushes Q1 earnings on surging gold prices, posting $2.90 EPS vs. $2.21 consensus while authorizing $6B buyback and returning $2.7B to shareholders.