MarketPulse

guidance

113 articles
BenzingaBenzinga··Lekha Gupta

CoreWeave Crushes Q1 Revenue But Disappoints With Weak Q2 Outlook

CoreWeave beat Q1 revenue expectations but guided Q2 revenue below consensus, causing 7.33% premarket decline despite $99.4B backlog.
NVDAMETACRWVearningsdata centers
The Motley FoolThe Motley Fool··Jennifer Saibil

SoFi Stock at Crossroads: Growth Engine or Value Trap at 50% Discount?

SoFi Technologies stock has plummeted 50% from highs despite Q1 2026 record customer additions and accelerating growth, raising questions about valuation and market sentiment.
SOFIfintechstock valuation
BenzingaBenzinga··Erica Kollmann

Trade Desk Stock Plummets 14% on EPS Miss Despite Revenue Beat

The Trade Desk missed Q1 earnings estimates with $0.28 EPS versus $0.32 expected, triggering a 14.23% after-hours stock decline despite beating revenue guidance.
TTDstock declineearnings miss
BenzingaBenzinga··Lekha Gupta

Alpha & Omega Semiconductor Plunges 26% Despite Beating Earnings on Margin Squeeze

Alpha & Omega Semiconductor shares fell 26.88% despite beating Q3 earnings, as gross margins compressed to 21.1% GAAP, signaling profitability challenges amid revenue growth.
AOSLstock declineearnings
BenzingaBenzinga··Erica Kollmann

IonQ's Revenue Surge Masks Widening Losses as Warrant Gains Inflate Profits

IonQ posts 755% YoY revenue growth to $64.7M but masks $96.8M adjusted EBITDA loss. Net income buoyed by $1.1B warrant valuation gain, not operations.
IONQIONQ.WSearningsquantum computing
BenzingaBenzinga··Lekha Gupta

Owens Corning Beats EPS Expectations Amid Margin Pressures, Raises Q2 Outlook

Owens Corning exceeded EPS estimates but faced margin compression. The company raised Q2 guidance despite 10% revenue decline.
OCearningsguidance
BenzingaBenzinga··Vandana Singh

Philips Powers Through Macro Uncertainty With Strong Q1 Orders, Beats EPS

Philips beat Q1 earnings expectations with 27-cent EPS versus 23-cent consensus, driven by 6% order growth and strong operational leverage, though revenue missed guidance slightly.
PHGearningstechnical analysis
BenzingaBenzinga··Lekha Gupta

Super Micro Surges on AI Boom Despite Revenue Miss, Lifts Guidance

Super Micro Computer shares surge 17% after beating EPS at 84 cents versus 62 cents consensus, despite missing revenue guidance. Strong AI infrastructure demand drives bullish Q4 outlook.
NVDAAMDINTCARMSMCIdata centerAI infrastructure
The Motley FoolThe Motley Fool··Brett Schafer

UnitedHealth Stock Surges 37% After Q1 Beat, Stronger Margin Recovery

$UNH rallied 36.9% in April on Q1 earnings beat and raised guidance, with improving medical loss ratios signaling healthcare cost recovery.
UNHhealthcareearnings
The Motley FoolThe Motley Fool··Bram Berkowitz

Palantir's Strong Q1 Beat Can't Overcome Valuation Fears and Commercial Headwinds

Despite 85% revenue growth and beat-and-raise guidance, $PLTR stock declined on U.S. commercial miss and stretched valuation amid AI sentiment shifts.
PLTRJEFstock volatilityguidance
The Motley FoolThe Motley Fool··Anders Bylund

Eaton Stumbles Despite Strong Q1: Guidance Caution Outweighs Beat

Eaton's strong Q1 beat fell flat as flat full-year guidance triggered 3.4% decline, reflecting elevated valuation concerns and management caution despite robust AI data center order backlog.
ETNvaluationguidance
The Motley FoolThe Motley Fool··Rich Smith

IPG Photonics Crashes 24.8% Despite Beating Earnings on Weak Forward Guidance

IPG Photonics stock crashes 24.8% despite beating Q1 earnings, as Q2 guidance midpoint of $0.40 EPS falls short of $0.43 consensus at 167x valuation.
IPGPearnings missvaluation
BenzingaBenzinga··Erica Kollmann

Fabrinet Beats Earnings Despite 10.84% Stock Plunge After Strong Q3

Fabrinet stock fell 10.84% despite beating Q3 earnings and revenue estimates, posting record results with $3.72 EPS and $1.21B revenue.
FNstock declineguidance
BenzingaBenzinga··Erica Kollmann

ON Semiconductor Crushes Earnings, Yet Stock Falls on Forward Guidance Concerns

ON Semiconductor beat Q1 earnings and revenue estimates, with AI data center revenue doubling YoY, but stock fell 4.41% on modest Q2 guidance signaling potential growth deceleration.
ONstock declineearnings
The Motley FoolThe Motley Fool··Bram Berkowitz

Palantir's Q1 Earnings Test: Can AI Growth Story Overcome Valuation Skepticism?

Palantir reports Q1 2026 earnings with projected 115% EPS and 75% revenue growth, but faces HSBC downgrade amid AI competition. Stock down 13% YTD despite strong fundamentals.
PLTRHSBCguidanceOpenAI
The Motley FoolThe Motley Fool··Jack Delaney

SoFi's Record Quarter Can't Overcome Guidance Caution

SoFi posted record Q1 growth with 41% revenue gains and doubled profits, but held full-year guidance steady, disappointing investors amid interest rate uncertainty and sector headwinds.
SOFIstock declinefintech
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

SoFi Stock Plunges on Flat Guidance Despite Revenue Beat

SoFi Technologies disappointed investors with flat full-year guidance despite beating revenue expectations, triggering a significant stock decline.
SOFIstock declineearnings
The Motley FoolThe Motley Fool··Josh Kohn-Lindquist

Apple Soars on Record Results, $100B Buyback as AI Skeptics Become Believers

Apple surges 3.3% on record quarterly results with 17% sales growth, 22% EPS growth, and a $100 billion share buyback announcement.
MSFTAAPLHPQguidanceAI technology
BenzingaBenzinga··Erica Kollmann

Apple Crushes Q2 Expectations as iPhone Demand Accelerates, Stock Surges

Apple exceeds Q2 expectations with strong iPhone demand and Services growth; stock rallies 4.3% on optimistic Q3 guidance.
AAPLsupply chainvaluation
The Motley FoolThe Motley Fool··Eric Volkman

Willis Towers Watson Slides 9% as Weak Organic Growth Overshadows Earnings Beat

WTW shares fell 9% after reporting weak 3% organic growth and providing no 2026 guidance, despite beating on adjusted earnings.
WTWstock declineguidance