guidance

Defense heavyweights $GE, $RTX, and $NOC beat Q1 earnings but fell 4-7% as investors fretted over absent guidance increases despite robust results from heightened defense demand.

ServiceNow reports 75-basis-point Q1 revenue headwind from Iran conflict deal delays. Stock fell 12% despite earnings beat; IBM also cited Middle East uncertainty.

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.

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

3M posts 4% revenue growth and margin gains but misses guidance, triggering stock pullback. Catalysts including data center demand and defense strength offer double-digit upside.

Industrial and aerospace earnings show stark contrasts: 3M struggles with consecutive misses, Boeing faces 29.5% decline, while GE Vernova surges 96.9% on infrastructure demand.

Netflix beat Q1 earnings expectations significantly but fell 11.8% Friday due to modest Q2 guidance and co-founder Reed Hastings' board exit announcement.

ASML beat Q1 earnings with 13% sales growth to €8.77B, but lighter Q2 guidance sparked 2.4% decline. Full-year outlook remains strong at €38B.

Micron shares fell 3.5% on April 15, 2026, as ASML's earnings beat failed to impress with forward guidance, while China export restrictions weighed on semiconductor sector.

Gloo stock swung 15.9% higher before closing down 2.3% after beating Q4 revenue expectations but posting larger-than-expected losses and announcing an acquisition.

Constellation Brands beat Q4 earnings with $1.90 EPS but stock fell 2% on weak 2027 guidance of $11.20-$11.90 versus $12.37 consensus.

Niu Technologies reports 29% Q1 sales growth driven by 35% China surge, but international sales plummeted 32%. Full-year guidance targets 1.7-1.9 million units.

Nike, Virgin Galactic, Tilray, and other companies report earnings during holiday-shortened week, with Nike under pressure from China demand weakness and tariffs.

Chewy posts strong Q1 results with $3.26B revenue, 4% customer growth, and optimistic FY2027 guidance, driving double-digit stock surge despite institutional selling headwinds.

$SCVL shares fell 7.55% after Q4 results showed comp sales declined 3.5% YoY despite revenue beat, amid lower-income consumer pressure.

S&P 500 Q1 earnings forecast 12.5% growth with potential 15.5%+ upside, driven by tech's 45% surge on AI spending, though concentration in Magnificent Seven poses risk.

Lenz Therapeutics stock plummeted 11.2% after Q4 earnings miss, larger-than-expected losses, and disappointing VIZZ prescription uptake despite strong pipeline projections.

DJS Law Group files class action against Alight Inc. ($ALIT) for alleged securities violations, claiming false statements regarding dividend maintenance and earnings guidance.

Planet Labs surges 25% on record Q4 revenue with 41% growth and adjusted breakeven EPS, boosted by strong 2027 guidance and AI partnerships with Nvidia and Google.

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.