earnings beat

Keysight surges 80% in 52 weeks on AI and defense demand, reports 23% revenue growth to $1.6B, raises guidance to 20% growth. Valuation leaves limited upside.

Five Below beat Q4 expectations with $1.73B revenue and $4.31 EPS despite heavy tariff exposure, posting 7.18% stock gain on bullish FY2026 guidance.

Five Below stock has doubled under CEO Winnie Park since late 2024, posting strong Q4 results with 24.3% sales growth and beating earnings expectations.

Constellation Energy sells $5B PJM generation portfolio to LS Power as DOJ condition for Calpine acquisition. Q4 revenue beats expectations at $6.07B, though adjusted EPS declined slightly.

Wayfair stock retreated 35% to $78 after surging 500% on earnings strength and tariff relief expectations, but GAAP losses triggered selloff despite analyst 33% upside target.

Micron earnings test AI memory cycle sustainability as shares surge 640% on strong financial performance and raised analyst targets.

Macy's beat earnings expectations with $1.67 adjusted EPS, while Bloomingdale's achieved record holiday sales. However, tariff impacts compressed margins, and 2026 guidance came below consensus.

Rubrik partners with Rackspace for UK Sovereign Cyber Recovery Cloud; beats earnings with $377.68M quarterly revenue while trading near 52-week lows.

Oracle's backlog surged 325% to $553B on AI demand, but over half depends on unprofitable OpenAI with uncertain revenue recognition.

Broadcom's exceptional Q1 FY2026 results—$19.3B revenue, 106% AI chip growth—suggest significant undervaluation versus $431-$470 analyst targets.

Billionaire Daniel Loeb slashes Taiwan Semiconductor stake by 61% while tripling Nvidia position, signaling confidence in AI chipmaker dominance amid strong earnings from both.

Pure Storage hits $1B quarterly revenue but stock drops 10% as surging memory chip costs threaten gross margins and limit pricing visibility.

Tower Semiconductor surges on AI partnership with Oriole Networks, as Q4 earnings beat with 14% YoY revenue growth to $440.21M driven by silicon photonics demand.

Adobe pays $150M settlement for deceptive subscription practices. Despite beating earnings, stock trades near 52-week lows amid broader market pressure.

Carnival and Target offer contrasting value opportunities, with CCL trading at 12x earnings amid strong operations, while TGT trades at 14x earnings with a new $2 billion turnaround strategy.

El Pollo Loco stock surged 16.73% after beating Q4 earnings expectations with $0.25 EPS versus $0.20 estimate, as 8% revenue growth and margin expansion signal operational strength.

$DG slides 6% despite Q4 beat, as fiscal 2026 guidance projects same-store sales growth to decelerate sharply to 2.2%-2.7%.

Adobe CEO Shantanu Narayen to step down after 18 years; stock falls 7.68% despite Q1 earnings beat and strong growth metrics.

Viant Technology stock surged 12% after posting strong Q4 earnings with 22% revenue growth to $110M and 37% non-GAAP net income growth, beating estimates significantly.

Ulta Beauty beat Q4 earnings expectations with $8.01 EPS and $3.898B revenue, yet stock fell 8.63% due to surging operating expenses.