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Earnings Guidance

All articles tagged with #earnings guidance

Marvell lifts 2028 revenue target to $20B, driving stock surge
business4 days ago

Marvell lifts 2028 revenue target to $20B, driving stock surge

Marvell Technology raised its fiscal 2028 revenue outlook to $20 billion, prompting a significant jump in its stock price. This upward revision follows a recent period where the company’s initial forecast of $18 billion had disappointed investors despite strong quarterly performance. The move highlights continued momentum in AI-driven semiconductor demand, positioning Marvell as a key player in the custom chip market alongside competitors like Broadcom.

via Yahoo Finance|
#ai-infrastructure#business#earnings-guidance
Micron Poised for Rally After FY End Fueled by AI Memory Demand
finance22 days ago

Micron Poised for Rally After FY End Fueled by AI Memory Demand

Micron Technology is expected to rally after its fiscal year ends as strong AI data-center memory demand and a persistent memory shortage push prices higher. The Motley Fool argues that Micron’s FY2026 results could set up stronger-than-expected guidance for the next quarter, aided by a low PEG ratio that signals undervaluation relative to growth. Investors are eyeing the upcoming earnings report for confirmation of this bullish outlook.

via Yahoo Finance|
#ai-data-centers#earnings-guidance#finance
Walmart flags six-year-low US sales growth and adopts a cautious outlook
business1 month ago

Walmart flags six-year-low US sales growth and adopts a cautious outlook

Walmart reported $187.94 billion in quarterly revenue and a stronger top line, but US comparable sales grew at the slowest pace in six years, prompting a cautious guidance: third-quarter earnings of 62–64 cents per share and 3%–3.5% sales growth, with full-year earnings per share of $2.80–$2.87 and sales rising 4%–5%, below current analyst consensus.

via AP News|
#analysts-expectations#business#earnings-guidance
SanDisk’s Bright Outlook Fails to Sustain AI Memory Rally, Sparks Stock Selloff
markets2 months ago

SanDisk’s Bright Outlook Fails to Sustain AI Memory Rally, Sparks Stock Selloff

SanDisk projected Q1 revenue of $10.3–$10.8 billion and adjusted earnings of $44–$46 per share, beating estimates, but the stock fell as investors priced in higher AI-memory demand and higher memory prices, pulling the broader memory-storage group down (including Western Digital, Micron, and peers), underscoring that strong results aren’t enough to sustain the rally when expectations are already elevated; going forward investors will watch memory pricing and data-center orders for signs the rally can continue.

via Yahoo Finance|
#ai-data-centers#earnings-guidance#markets
Fuel-cost headwinds shadow United's Q2 beat
business2 months ago

Fuel-cost headwinds shadow United's Q2 beat

United Airlines beat Q2 estimates with adjusted EPS of $1.99 on revenue of $17.67B, but jet-fuel costs surged 84% year over year to $2.3B, potentially adding about $6B to annual expenses. The company raised full-year adjusted EPS guidance to $9–$11, but Q3 guidance of $2.50–$3.50 missed consensus, and United signaled possible capacity cuts if fuel volatility persists.

via CNBC|
#business#earnings#earnings-guidance
Zscaler slides after outlook misses; analysts trim targets but praise strong NRR
business4 months ago

Zscaler slides after outlook misses; analysts trim targets but praise strong NRR

Zscaler (ZS) stock fell about 25% after FY27 ARR and revenue guidance missed expectations, with higher capital expenditures weighing on free cash flow margins. While many analysts lowered price targets, they remained constructive on the name due to robust net revenue retention, though concerns persist about competition from Palo Alto Networks and Netskope and slower new-logo growth in the SASE space.

via Seeking Alpha|
#business#cloud-security#earnings-guidance
Whirlpool warns Iran war triggers recession-level slump in U.S. appliance demand
business5 months ago

Whirlpool warns Iran war triggers recession-level slump in U.S. appliance demand

Whirlpool warned that the Iran conflict has caused a recession-level decline in U.S. appliance demand, sending shares down about 12% as it slashed full-year guidance and suspended the dividend while citing higher raw-material costs, tariffs, and weaker big-ticket spending; analysts note a broader strain on big-ticket purchases despite strength in travel and services.

via CNBC|
#business#consumer-confidence#dividend-suspension
technology8 months ago

AMD Bets on AI Surge as Guidance Falls Short

AMD topped Q4 estimates but guided Q1 revenue at about $9.8 billion (±$300 million), a softer outlook that pressured shares, even as CEO Lisa Su said AI demand is accelerating and data-center demand is ramping; the company expects an inflection in the second half with the Helios AI system launch.

via CNBC|
#ai#amd#data-center
UNH: Margin Pressure Now, AI-Driven Efficiency to Drive Long-Term Upside
business8 months ago

UNH: Margin Pressure Now, AI-Driven Efficiency to Drive Long-Term Upside

UnitedHealth Group remains a contrarian buy after a selloff driven by Medicare Advantage margin concerns; 2026 revenue is expected to fall about 2% while operating income tops $24 billion due to cost controls and AI-led efficiency gains. Near-term EPS growth is about 8.6%, but management targets a long-term adjusted EPS CAGR of 13–16%, suggesting meaningful upside if multiple expands to a forward P/E around 15.8. With strong cash flow funding dividends, buybacks, and roughly $1.5 billion a year in tech/AI investments, the key risks are medical cost volatility and ongoing Medicare funding pressures.

via Seeking Alpha|
#ai-cost-controls#business#earnings-guidance