earnings
Cisco’s AI Orders Are Real; the Valuation Still Demands a Clean Fiscal 2027
Cisco’s AI infrastructure revenue is scaling fast, but flat cash flow, hardware mix and tough comparisons make fiscal 2027 execution decisive.
Earnings News | Be The Investor — Quarterly Results & Guidance
Quarterly results, earnings beats and misses, guidance changes and post-earnings market reactions.
earnings
PepsiCo’s 2026 Outlook Reset Exposes a Margin and Cash-Flow Test
PepsiCo cut its 2026 core EPS growth outlook. Organic growth, recurring margins and at least 80% cash conversion are the next tests.
earnings
TJX's Rebound Faces a Marmaxx Test Beneath the Tariff Windfall
Separate TJX's tariff windfall from recurring profit, assess Marmaxx and inventory, and compare reported versus adjusted earnings valuations.
earnings
AstraZeneca’s Q3 Setup Balances Earnings Support and Pipeline Risk
AstraZeneca’s October 30 results will test a bullish earnings setup against Farxiga erosion, oncology volumes and late-stage pipeline catalysts.
earnings
American Express Target Cuts Put Credit and Spending Ahead of Valuation
American Express faces lower analyst targets before Q3 results. Spending growth, credit provisions and premium-customer resilience will determine the outlook.
earnings
Biogen's Q3 Setup Is Modest; Lupus Data Carry the Bigger Risk
A small earnings beat would matter less than Phase 3 litifilimab results that could reshape Biogen's medium-term growth outlook.
earnings
Q3 Earnings Need to Justify High Valuations and Narrow Market Breadth
Strong profit estimates can support the S&P 500, but high yields, concentrated gains and negative sector revisions leave little room for disappointment.
earnings
Norwegian Cruise Line Expects Q3 Results to Beat Guidance and Reaffirms 2026 Outlook
Norwegian Cruise Line expects third-quarter EPS and EBITDA to exceed prior guidance on stronger revenue. The company maintained its 2026 outlook and expects rec
earnings
Paychex Drops Nearly 9% as PEO Upgrades Shift Revenue Between Segments
Paychex fell 8.77% despite 6% revenue growth. Faster PEO upgrades shifted revenue across segments, complicating the Management Solutions growth comparison.
earnings
Lennar Heads Into Q3 Earnings With EPS Expected to Fall 35% and Revenue to Decline
Lennar is expected to report Q3 EPS of $1.30 versus $2.00 a year ago, with revenue also lower as elevated mortgage rates test housing affordability and margins.
earnings
Designer Brands Raises Profit Guidance as Margin Expansion Offsets a 1.2% Sales Decline
Designer Brands raised FY adjusted EPS guidance to $0.47-$0.52 as Q2 gross margin expanded sharply, even though revenue fell 1.2% and comparable sales declined
earnings
InnovAge Jumps After Revenue Beat as Margins and Full-Year Results Improve
InnovAge beat Q4 revenue estimates by nearly 10%, expanded adjusted EBITDA margin to 9.3% and guided fiscal 2027 revenue to $1.05B-$1.085B.
earnings
SailPoint’s ARR Beat Shows AI Demand, but Revenue Monetization Still Needs Time
SailPoint’s Q2 ARR grew 25% to $1.231 billion and SaaS ARR rose 36%, but revenue slightly missed consensus. AI demand is visible in bookings before it is fully
earnings
Macy’s Raised Guidance, but Tariff Refunds Made the Earnings Beat Look Better
Macy’s beat Q2 expectations and raised guidance, but tariff refunds helped gross margin and premium banners drove much of the sales strength. Investors are ques
earnings
Academy Sports Raises Profit Guidance as E-Commerce Offsets Soft Comparable Sales
Academy Sports raised fiscal 2026 adjusted EPS guidance after stronger Q2 profitability and double-digit e-commerce growth, even as comparable sales remained sl
earnings
Jersey Mike’s First Public Earnings Show Strong Traffic and Unit Growth
Jersey Mike’s reported 10% revenue growth, 2.3% same-store sales growth and 8.1% net unit expansion in fiscal Q2. Management expects faster third-quarter comps
earnings
Braze Beats Q2 Estimates but Softer Q3 Earnings Guidance Triggers Selloff
Braze posted 26% revenue growth, stronger free cash flow and higher full-year guidance, but third-quarter adjusted EPS guidance missed expectations. The debate
earnings
Signet Raises Fiscal 2027 Profit Outlook After Stronger Q2 Margins and Earnings
Signet Jewelers beat second-quarter profit expectations and raised fiscal 2027 earnings guidance despite roughly flat revenue. Margin expansion and cost discipl
earnings
Kroger’s Q2 Beat Masks Growing Pressure on Household Grocery Budgets
Kroger beat second-quarter earnings expectations, but management described shoppers becoming more budget-conscious as fuel costs and SNAP reductions pressure ho
earnings
Kroger Beats on Profit but Cuts Sales Growth Outlook as Core Demand Slows
Kroger posted stronger adjusted earnings and digital growth but reduced its full-year identical-sales outlook. Cost discipline, buybacks and eCommerce are suppo
earnings
American Eagle’s Earnings Beat Was Boosted by a $161 Million Tariff Windfall
American Eagle beat expectations, but a large tariff refund drove much of the reported margin expansion. Aerie remains strong, while the core brand, merchandise
earnings
Alliance Entertainment Grows Revenue 8% as Margins and Collectibles Improve
Alliance Entertainment posted $1.15 billion of fiscal 2026 revenue, wider gross margins and higher adjusted EBITDA. Collectibles, physical media and fulfillment
earnings
Adobe Posts Record Q3, but Soft Q4 Guidance Keeps the AI Debate Alive
Adobe delivered record Q3 revenue, raised full-year targets and reported AI-first ARR growth above 150%. Investors still focused on a softer Q4 setup and leader
earnings
This Week’s Earnings Calendar Is Really About Guidance
The September 14 to 18 earnings slate spans housing, retail, software and industrial names. The most important signal will not be headline EPS beats, but whethe
earnings
Oracle’s $664 Billion Backlog Reprices the AI Cloud Trade — but Capital Intensity Still Matters
Oracle reported record Q1 revenue, 121% IaaS growth and $664 billion of RPO after signing major AI contracts. The backlog validates demand, but investors still
earnings
A $2 Million Windfall Gives FreeFrom More Room to Put Cash Directly in Abuse Survivors’ Hands
FreeFrom received $2 million after Olivia Rodrigo’s Daisy Chain Fields festival proceeds were matched by Melinda French Gates. The funding lets the nonprofit ex
earnings
Lululemon’s 20% Collapse Was Really About Guidance
Lululemon fell to an eight-year low after cutting full-year revenue and EPS guidance. The Q2 miss mattered, but the bigger issue is a deteriorating Americas bus
earnings
Barclays Raises Its S&P 500 Target as Earnings Strength and AI Spending Extend the Bull Case
Barclays is leaning further into the equity bull case. The bank raised its year-end S&P 500 target as stronger earnings and a still-expanding artificial-intelli
earnings
Opendoor Slides as Higher Yields Collide With a Slower Path to Profitability
Opendoor’s latest selloff is doing more than reflecting a bad day for housing stocks. Higher Treasury yields are colliding with a delayed profitability timetabl
earnings
Oracle Options Price an 11% Earnings Move — and Calls Are Richer Than Puts
Oracle options imply an unusually large post-earnings move, with upside calls trading at a premium to comparable puts. Traders appear to be balancing recent mom