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Earnings Beat

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Lululemon slides on weak guidance despite earnings beat
finance1 month ago

Lululemon slides on weak guidance despite earnings beat

Lululemon beat Q2 on adjusted EPS ($2.92, aided by $0.86 tariff refunds) but revenue fell 4% to $2.40B, missing estimates; comparable sales dropped 9% (Americas -12%, international -3%). For Q3, management guides revenue of $2.29B–$2.32B and EPS of $0.93–$0.98, well below consensus, and full-year 2026 revenue of $10.35B–$10.50B with EPS of $9.48–$9.73, also below expectations. Gross margin rose to 60.5% due to tariff refunds, while operating margin declined to 18.8%. The weak guidance sparked roughly a 15% drop in LULU shares.

via Yahoo Finance|
#earnings-beat#finance#guidance-cut
Broadcom slips after robust AI-driven results, as outlook undershoots
markets1 month ago

Broadcom slips after robust AI-driven results, as outlook undershoots

Broadcom’s stock fell after a Q3 earnings and revenue beat driven by strong AI-related demand, including AI semiconductor revenue of $16.7B (up 221% YoY). The company posted adjusted EPS of $3.32 vs $3.23 expected and revenue of $29.6B, up 86% YoY. However, fiscal Q4 revenue guidance of about $34.8B came in below consensus (~$35.05B), prompting investors to push the stock lower despite the strong results. CEO Hock Tan highlighted robust AI demand, while Broadcom remains a key data-center player but trades mixed with Nvidia on the AI upgrade cycle.

via Yahoo Finance UK|
#ai#avgo#broadcom
ChargePoint rides momentum as Q2 beat powers 70% stock surge
business1 month ago

ChargePoint rides momentum as Q2 beat powers 70% stock surge

ChargePoint stock jumped over 70% after a stronger-than-expected Q2 with revenue of $116.1 million and a 35-cent loss per share, beating estimates and guiding higher for 2027. CEO Rick Wilmer says momentum is accelerating thanks to new high-performance chargers, AI-driven efficiency, and a three-year plan to cut losses and move toward EBITDA profitability. The company, which provides hardware, software, and services (not chargers themselves), is expanding Level 3 chargers in Europe and Level 2/3 in the US, while user demand remains solid despite a broader EV slowdown.

via CNBC|
#ai#business#chargepoint
Dell Surges on AI Infrastructure Boom, Beats Q2 and Lifts Guidance
technology1 month ago

Dell Surges on AI Infrastructure Boom, Beats Q2 and Lifts Guidance

Dell Technologies posted a strong fiscal Q2 with adjusted earnings of $7.04 per share on $47 billion in revenue, driven by AI infrastructure demand. AI-optimized servers revenue rose 100% to $16.4 billion, and Dell ended the quarter with a record $95 billion backlog for AI servers. The company raised its full-year revenue outlook to about $192 billion from $167 billion, topping analyst expectations, and the stock moved higher in premarket trading on the AI spending backdrop.

via Barron's|
#ai-servers#backlog#dell-technologies
PANW beats on AI-driven demand, expands AI push with Console acquisition
business1 month ago

PANW beats on AI-driven demand, expands AI push with Console acquisition

Palo Alto Networks topped Q4 expectations with adjusted EPS of $1.02 on revenue of $3.41 billion, up 34% year over year, while posting a $282 million net loss. CEO Nikesh Arora attributed the beat to AI-driven cyber threats prompting faster, stronger defenses, a trend seen as a long-term growth tailwind. The company also announced plans to acquire AI startup Console as part of a broader AI push and highlighted a surge in customer briefings. Guidance was upbeat: Q1 revenue of about $3.30–$3.31 billion and full-year revenue of $14.10–$14.20 billion with adjusted EPS of $4.16–$4.19, following previous large acquisitions like CyberArk and Chronosphere.

via CNBC|
#ai-security#business#console-acquisition
Cramer Urges Investors to Own Nvidia After Blowout Quarter
finance1 month ago

Cramer Urges Investors to Own Nvidia After Blowout Quarter

Jim Cramer urged investors to own Nvidia (NVDA) after a blowout quarter, as NVDA posted $96.2B in revenue (up 106% year over year) with data-center revenue at $89B (up 117%) and guided roughly 70% revenue growth for fiscal 2028; the stock recovered after an initial dip, but risks like margin pressure, higher memory costs, and competition from AI accelerators keep the call to hold rather than trade around earnings.

via Yahoo Finance|
#ai#earnings-beat#finance
Salesforce jumps on earnings beat, expands Anthropic AI partnership
business1 month ago

Salesforce jumps on earnings beat, expands Anthropic AI partnership

Salesforce surged about 22% after beating Q2 estimates and expanding its AI partnership with Anthropic, including a Claude-based plug-in to help sales teams access data. The rally marked its second-best daily gain ever, as revenue rose to $11.35 billion (+11% YoY) and adjusted EPS reached $5.90 vs $3.27 expected; net income was $3.53 billion. Salesforce also disclosed a $2.6 billion gain from its Anthropic stake, with Anthropic valued at about $965 billion ahead of its IPO.

via CNBC|
#ai#anthropic#business
Target's turnaround gains traction as earnings beat boosts outlook
company-earnings1 month ago

Target's turnaround gains traction as earnings beat boosts outlook

Target beat earnings expectations in Q2 as sales rose across all departments, traffic improved, and margins benefited from tariff refunds; the retailer raised full-year guidance and signaled ongoing price investments amid a broad merchandising reset, with CEO Michael Fiddelke saying the turnaround is gaining traction and aims for years of sustained top-line growth.

via Yahoo Finance|
#company-earnings#earnings-beat#merchandising-reset
Cisco rides AI hardware surge to Q4 beat, yet shares slip after hours
business1 month ago

Cisco rides AI hardware surge to Q4 beat, yet shares slip after hours

Cisco reported FY4Q net income of $3.86B on $17.25B in revenue, with adjusted EPS of $1.22, topping expectations. The quarter benefited from about $4B in AI infrastructure orders from hyperscalers, bringing its full-year AI orders to $9.3B. Management guided FY27 revenue of $72.2–$73.4B and adjusted EPS of $5.05–$5.11, with Q1 above consensus. Despite the strong results and upbeat outlook, CSCO edged lower in after-hours trading.

via Yahoo Finance|
#ai#business#cisco-systems
Nebius Beats Q2 Revenue Forecast on AI Cloud Boom, Secures Four >$1B Deals
business1 month ago

Nebius Beats Q2 Revenue Forecast on AI Cloud Boom, Secures Four >$1B Deals

Nebius Group N.V. topped its second‑quarter revenue forecast with $582.3 million for the quarter ended June, as booming demand for AI infrastructure fueled growth. The core AI cloud business—about 98% of group revenue—rose more than 500%, and the company closed four landmark AI cloud deals averaging over $1 billion in total contract value, lifting TCV nearly fourfold quarter‑over‑quarter and enabling higher pricing for next‑gen chips and older GPUs. About 70% of deals included prepayments, and Nebius reaffirmed its 2026 outlook as shares rose in premarket trading.

via finance.yahoo.com|
#ai-cloud#ai-infrastructure#business
McDonald's taps Skye Anderson to helm U.S. operations
business2 months ago

McDonald's taps Skye Anderson to helm U.S. operations

McDonald’s has named Skye Anderson, a 26-year veteran who previously led Global Business Services and most recently served as COO of McDonald’s USA, as president of its U.S. business, succeeding Joe Erlinger (who will advise through early 2027). Anderson previously led the U.S. West Zone, delivering more than 30% same-store-sales growth and about $100,000 higher per-unit cash flow. The company posted a Q2 earnings beat but revenue missed estimates, with U.S. same-store sales up 0.8% and traffic down, as it pushes a growth plan focused on menu innovation, value, and redesigned restaurants.

via CNBC|
#business#earnings-beat#leadership-change
Chipotle stock climbs after beating estimates, clarifies it isn’t involved in cyclospora outbreak
business2 months ago

Chipotle stock climbs after beating estimates, clarifies it isn’t involved in cyclospora outbreak

Chipotle Mexican Grill topped Q2 expectations with 2.2% same-store sales, $3.35 billion in revenue, and adjusted earnings of $0.33 per share, driven by menu innovations (Honey Chicken, Cilantro Lime Sauce), marketing, a loyalty program and increased transactions. Catering and build-your-own orders now account for about 2–3% of sales, with a national rollout planned for 2027. The company lifted its full-year guidance to low-single-digit same-store sales growth and projected mid-2% price increases in Q3 due to beef and freight costs offset by lower avocado/dairy costs. Chipotle emphasized it is not involved in the cyclospora outbreak, noting its lettuces are California-sourced, and cited AI and catering expansions as growth catalysts alongside plans to open 350–370 new restaurants in 2026.

via Yahoo Finance|
#business#chipotle#cmg
JPMorgan Surges Past Q2 Estimates With Record Revenue Across All Segments
business2 months ago

JPMorgan Surges Past Q2 Estimates With Record Revenue Across All Segments

JPMorgan Chase topped expectations for Q2 2026, delivering $57.3 billion in net revenue and $7.70 per-share on a reported basis ($6.14 ex-items), well above a $5.44 consensus. Revenue rose across all lines to record highs, led by Markets (up 35% YoY to $12.1B), Investment Banking fees up 30%, and AWM with $5.1 trillion in assets. ROTCE reached 23% and CET1 ratio was 14.1%. The company returned $6.2 billion via buybacks and paid a $1.50 quarterly dividend. CEO Jamie Dimon cited resilience in the U.S. economy amid AI-driven investment and fiscal stimulus, while flagging geopolitical tensions, sticky inflation, and high asset prices as ongoing risks.

via Yahoo Finance|
#banking#business#earnings-beat