Earnings Preview


Nike Stock Is in ’Penalty Box’ After Earnings Beat

Nike stock is at its lowest close since October 2014 amid investor skepticism around whether the company can effectively turn its business around.

Long Read

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Oklo Stock Wavers After Earnings, but the Nuclear Start-Up Has Good News

Oklo says it is targeting the commercial production of nuclear power by 2028 at the latest.

3 minute read

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Kill Quarterly Earnings Reports? Warren Buffett and Jamie Dimon Had a Better Idea.

There’s a better way to fight the short-termism in U.S. stock markets.

3 minute read

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Campbell’s Stock Falls After Earnings. Its Place in the S&P 500 Is at Stake.

The S&P 500 is designed to represent the largest and most liquid companies. Campbell’s is now among the smallest companies in the index.

3 minute read

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Costco Earnings Beat Expectations as Membership Model Shines

Fiscal second-quarter results topped analyst estimates for both profit and revenue. Sustained growth in comparable-store sales suggests the retailer is successfully shaking off last year’s slump.

3 minute read

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Paramount Skydance Gets Boost From Streaming Amid Merger Fight

The media company raised its bid for Warner Bros. Discovery by a dollar a share, challenging Netflix to raise its own offer.

3 minute read

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Cava Stock Surges on Outlook for a Brighter 2026. But the Test for Fast Casual Restaurants Isn’t Over.

The market has punished fast-casual restaurants that have seen slower growth.

3 minute read

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Stock Market Wants an Earnings Blowout From Nvidia. It Could Make Things Worse.

Nvidia’s earnings are good for some stocks but not all of them.

3 minute read

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HP Earnings Beat Expectations. Why the Stock Is Dropping.

Earnings were higher than expected.

3 minute read

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Workday Earnings Beat Estimates. Why the Stock Is Tanking.

Workday stock was down over 50% during the past year, while the S&P 500 index rose by 15%.

3 minute read

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Deere Stock Hits New 52-Week High. Investors Can See a Bottom.

Deere reports better-than-expected fiscal first-quarter earnings and raises fiscal-year guidance.

3 minute read

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Walmart Earnings Beat Estimates. Why the Market Shrugged It Off.

Walmart’s revenue rises 5.6% year over year to $190.7 billion, slightly better than consensus estimates calling for $190.5 billion

4 minute read

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Figma’s Earnings Offer Hope for a Turnaround After Revenue Surprise

The graphic design software stock was one of 2025’s hottest IPOs. But the shares have plunged since then.

3 minute read

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Kraft Heinz Is Rethinking a Separation to Focus on Investment

The company suspends plans to divide into two independent companies and issues a dim 2026 forecast.

3 minute read

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Zillow Reports First Year of GAAP Profit Since 2012. It’s Not Just a Home Listings Site Anymore.

For the full year, Zillow foresees revenue growth in the mid-teens, with rentals revenue rising about 30% from the year prior. 

3 minute read

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Coca-Cola Stock Falls as Revenue Growth Disappoints. What World Cup and Mexico’s Sugar Tax Mean for 2026.

The soda giant reports better-than-expected earnings but revenue is short of estimates.

4 minute read

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Strategy Slides Even Further on Earnings Miss After Dismal Day

The world’s largest corporate holder of Bitcoin is regarded primarily as an investment vehicle.

2 minute read

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Exxon Earnings Beat Wall Street Expectations. Why The Stock Is Falling.

Shares are at record highs even as analysts trim profit forecasts, putting pressure on Exxon to show how it will deliver long-term growth.

2 minute read

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Caterpillar Stock Gains After Earnings. How It Became a Surprise AI Play.

Investors have been focused on the company’s power-generation business amid a boom in AI data center construction.

2 minute read

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Lockheed Martin Stock Jumps on Guidance and Government Missile Deal

Lockheed jumps on strong 2026 guidance and a new missile deal with the Defense Department.

3 minute read

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PulteGroup Earnings Miss Expectations. Why the Stock Is Rising Anyway.

The home builder reports weaker profit than analysts were expecting, although revenue tops Wall Street estimates.

4 minute read

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IBM Stock Jumps After Strong Earnings Results

For the December quarter, IBM reported earnings per share of $4.52, compared with the consensus call for $4.31 among Wall Street analysts tracked by FactSet

1 minute read

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Starbucks Stock Jumped on Strong Sales. Boosting Earnings Comes Next.

The coffee chain posted positive year-over-year growth in its North American comparable sales.

3 minute read

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Stifel Financial Reported Strong Earnings. The Stock Fell Anyway.

The company’s investment banking unit benefited from an improved environment for dealmaking.

2 minute read

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UPS Stock Rises After Earnings, Layoffs. The Dividend Is Safe for Now.

UPS reported fourth-quarter earnings per share of $2.38 from sales of $24.5 billion. Wall Street was looking for EPS of $2.20 from sales of $24 billion.

3 minute read

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