MarketPulse

earnings beat

251 articles
BenzingaBenzinga··Erica Kollmann

Trump Administration's Intel Stake Soars 290% as AI Boom Lifts Chipmaker

Trump administration's $8.9B Intel investment surges to $35.4B as stock jumps 290% on AI demand and earnings beat.
NVDAINTCAI infrastructureearnings beat
BenzingaBenzinga··Erica Kollmann

SAP Defies Revenue Miss With Cloud Surge, Stock Jumps 6% on Earnings Beat

SAP beats EPS estimates 4.69% to $2.01 but misses revenue guidance; cloud revenue surges 27% and backlog grows 25%, driving 6% stock rally.
SAPrevenue missearnings beat
BenzingaBenzinga··Erica Kollmann

Intel Stock Surges 15% on Blockbuster Q1 Beat, AI Optimism Fuels Guidance Surge

Intel crushes Q1 earnings with $0.29 EPS versus $0.01 estimate, guides Q2 to $0.20 EPS. Stock jumps 14.85% on AI demand optimism.
PLTRINTCrevenue growthguidance
The Motley FoolThe Motley Fool··Anders Bylund

United Rentals Soars 20% on Blowout Earnings Fueled by Data Center Boom

United Rentals stock surged over 20% after Q1 2026 earnings beat expectations with $4.0B revenue, driven by data center construction and double-digit power project growth.
URIrevenue growthearnings beat
BenzingaBenzinga··Vandana Singh

Thermo Fisher Beats Q1 Estimates, Raises Guidance Despite Middle East Inflation Concerns

Thermo Fisher beats Q1 earnings, raises FY26 guidance on strong bioproduction demand, but warns of modest inflation risks from Middle East tensions.
TMOearnings beatguidance raise
The Motley FoolThe Motley Fool··Billy Duberstein

Texas Instruments Soars 19.5% on Earnings Beat and AI Chip Boom

Texas Instruments stock surges 19.5% after Q1 2026 earnings beat, driven by AI data center chip growth of 90% and improved free cash flow of $4.4 billion.
TXNcapital expenditurefree cash flow
BenzingaBenzinga··Vandana Singh

West Pharmaceutical Lifts 2026 Outlook on GLP-1 Boom, Authorizes $1B Buyback

West Pharmaceutical beats Q1 earnings with 21% sales growth driven by GLP-1 demand, raises full-year guidance, and launches $1B share repurchase program.
WSTearnings beatorganic growth
BenzingaBenzinga··Vandana Singh

Lululemon's Nike Executive CEO Pick Sparks Selloff as Guidance Falls Short

Lululemon names Nike executive Heidi O'Neill as new CEO, but stock plummets 11.76% on weak 2026 guidance despite beating earnings expectations.
NKELULUstock declineearnings beat
BenzingaBenzinga··Lekha Gupta

Honeywell Stock Tumbles Despite Earnings Beat as Divestitures Signal Portfolio Overhaul

Honeywell shares fell 5.44% after Q1 earnings beat offset by revenue miss. Company divests units ahead of aerospace spin-off despite geopolitical headwinds.
BRCHONrevenue missearnings beat
BenzingaBenzinga··Lekha Gupta

ServiceNow Crushes Earnings, Then Plunges 14% on Middle East Warning

ServiceNow beat Q1 earnings, raising guidance by $205M, but stock plunged 14% after CFO warned Middle East tensions could delay deal closures.
NOWIGVstock declinerevenue guidance
Investing.comInvesting.com··David Wagner

S&P 500 at Record Highs: 10 Stocks Still Offer 25%+ Upside Potential

S&P 500 hits record 7,137.90 with 88% earnings beats, but valuations at 20x forward P/E reveal 10 undervalued stocks with 25%+ upside potential.
METAMSFTAMZNGOOGGOOGL+13valuationS&P 500
BenzingaBenzinga··Erica Kollmann

CSX Stock Surges 6% on Earnings Beat Despite Revenue Miss

$CSX rallied 6.35% after beating EPS estimates despite missing revenue targets. Q1 earnings of 43 cents per share exceeded forecasts.
CSXrevenue missearnings beat
BenzingaBenzinga··Erica Kollmann

IBM Beats Earnings Estimates But Stock Plummets 6.5% on Growth Concerns

IBM topped Q1 earnings estimates with $1.91 EPS and $15.92B revenue, but stock fell 6.46% as investors worry about long-term growth trajectory.
IBMstock declinerevenue growth
BenzingaBenzinga··Erica Kollmann

Lam Research Surges on Record Q3 Results as AI Chip Demand Accelerates

Lam Research posts record Q3 revenue of $5.84B and guides Q4 above expectations, signaling sustained AI chip demand strength.
LRCXguidancesemiconductor
BenzingaBenzinga··Vandana Singh

Elevance Health Beats Q1 Earnings Despite Cost Headwinds, Raises Full-Year Guidance

Elevance Health beat Q1 earnings estimates and raised 2026 guidance, but elevated Medicaid costs and a $935M CMS accrual signal underlying margin pressures.
ELVearnings beathealth insurance
The Motley FoolThe Motley Fool··Keith Noonan

Vertiv Stock Tumbles on Profit-Taking Despite Stellar Q1 Earnings Beat

Vertiv stock fell 2.5% despite beating Q1 earnings and raising full-year guidance, reflecting profit-taking after 351% annual gains rather than fundamental weakness.
VRTstock declineAI infrastructure
Investing.comInvesting.com··Jessica Mitacek

Big Banks Beat Expectations Again, Yet Wall Street Remains Skeptical on Outlook

Major U.S. banks beat Q1 earnings expectations for a ninth-to-eleventh consecutive quarter, yet analysts maintain cautious price targets citing geopolitical and inflation risks.
GSGSpAGSpCGSpDWFC+19inflationrevenue growth
BenzingaBenzinga··Vandana Singh

UnitedHealth Crushes Earnings, Raises 2026 Guidance Amid Medicare Coverage Headwinds

UnitedHealth raises 2026 earnings guidance above $18.25 per share after Q1 beat. Stock rises 3.2% despite overbought signals and Medicare drug coverage challenges.
UNHXLVTMEDEAGLoverbought conditionsearnings beat
BenzingaBenzinga··Lekha Gupta

Vertiv Crushes Q1 Targets on AI Boom, Raises 2026 Outlook Despite Stock Slide

Vertiv reported 30% YoY revenue growth to $2.65B, beating EPS estimates, but shares fell 4.94% after results announcement.
VRTrevenue growthearnings beat
BenzingaBenzinga··Akanksha Bakshi

GE Vernova Hits 52-Week Peak on Stellar Q1 Beat and Record $163B Backlog

$GEV surges 7.74% after crushing Q1 earnings and raising 2026 guidance, driven by $13B backlog growth amid strong power demand.
GEVdata centersfree cash flow