Follow the latest earnings releases, market reactions, analyst expectations, and community discussions—all in one place.Which company's earnings impressed you the most? Which one was the biggest disappointment?
[Earnings Recap] AMAT Beat Earnings — So Why Did the Stock Fall 5%?
Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. $Applied Materials(AMAT)$ -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l
The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. $Cisco(CSCO)$ -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev
I’m voting bearish, expecting $Intel(INTC)$ to finish down around 5% to 10% after earnings. The stock has rallied sharply this year, raising expectations significantly. Even a decent quarter may disappoint if management doesn't provide stronger guidance or confidence for the second half. My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling. I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a "sell the news" event. With expectations running high, my prediction is a 5%-10% pu
🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday. 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust. Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate but is still well below its 52 week high of USD 142.34. So there is much upside potential.
[Stock Prediction] How will INTC close after its earnings report?
Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. $Intel(INTC)$ Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year
🌟🌟🌟 $Tesla Motors(TSLA)$ 2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls. But it sets up a highly explosive "buy the rumour, sell the news" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green post earnings as I am cautiously optimistic on the stock. Elon Musk is famous for pulling rabbits out of hats. He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype trigg
I'm bullish on $Tesla Motors(TSLA)$going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volati
[Stock Prediction] How will TSLA close after its earnings report?
Tesla is set to report second-quarter earnings after the market close on Wednesday, July 22. Analysts expect Tesla to report second-quarter revenue of around $26 billion and earnings of approximately $0.50-$0.54 per share. Automotive gross margin excluding regulatory credits is expected to remain above 18%. $Tesla Motors(TSLA)$$Direxion Daily TSLA Bull 2X Shares(TSLL)$ The company has already reported Q2 deliveries of 480,126 vehicles, up around 25% year over year, showing signs of recovery after several challenging quarters. However, investors are looking beyond delivery numbers. The key questions now are whether Tesla can stabilize margins, improve cash flow, and prove t
I'm voting Green and expect $Netflix(NFLX)$ to finish up around 5%–10% after earnings. The stock has already pulled back significantly over the past three months, and I think a lot of the recent concerns are already reflected in the share price. That lowers the bar for a positive surprise. I'm particularly watching the advertising business. If management shows strong growth in ad revenue, better monetization, and continued adoption of the ad-supported plan, I believe investors will focus more on the long-term earnings potential than on a slight decline in operating margin. I'm staying bullish because Netflix continues to have a strong global subscriber base and multiple growth drivers. As long as management delivers a confident outlook and demons
Replying to @bernardtayet:Beg to differ. Every other week you hear a new trending show people are talking about in the office as well as being shoved into your social media feeds. Whether or not this translates to profitability is another story, but fact is Netflix is constantly in your face.//@bernardtayet:NFLK will fall further as it has not produced a global hit to engage viewers for monetization and to keep up with the few competitors like Disney + among others. @Kiyosumi
PCT: Guess NFLX July 17 Closing Price v1.0 : PCT = Pandas Coffee Talk. Recent Price Level: NFLX has recently traded in the $73.00 to $75.00 range. 52-Week Range: The stock has fluctuated between a low of $70.91 and a high of $127.42 over the past year. Analyst Forecasts: According to Wall Street analysts, the average 12-month price target is $113.68, with predictions ranging from a low of $95.00 to a high of $151.40. I guess 80USD.
[Earnings Recap] AMAT Beat Earnings — So Why Did the Stock Fall 5%?
Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. $Applied Materials(AMAT)$ -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l
The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. $Cisco(CSCO)$ -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev
[Stock Prediction] How will INTC close after its earnings report?
Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. $Intel(INTC)$ Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year
[Stock Prediction] How will TSLA close after its earnings report?
Tesla is set to report second-quarter earnings after the market close on Wednesday, July 22. Analysts expect Tesla to report second-quarter revenue of around $26 billion and earnings of approximately $0.50-$0.54 per share. Automotive gross margin excluding regulatory credits is expected to remain above 18%. $Tesla Motors(TSLA)$$Direxion Daily TSLA Bull 2X Shares(TSLL)$ The company has already reported Q2 deliveries of 480,126 vehicles, up around 25% year over year, showing signs of recovery after several challenging quarters. However, investors are looking beyond delivery numbers. The key questions now are whether Tesla can stabilize margins, improve cash flow, and prove t
TSMC is scheduled to report its 2026 second-quarter earnings before the market opens on July 16 (Thursday),$Taiwan Semiconductor Manufacturing(TSM)$ After reporting a 67.9% year-over-year jump in June revenue, TSMC's first-half revenue reached NT$2.4 trillion, up 35.6% from a year ago. June revenue also increased 6.2% month over month, bucking the seasonal slowdown seen in recent years. With AI demand remaining exceptionally strong, the company has already exceeded the high end of its own second-quarter revenue guidance. What to Watch This Quarter AI remains the biggest growth engine for TSMC.From NVIDIA, Apple and AMD to the world's largest cloud providers, demand for advanced AI chips continues to outpace supply. Analysts estimate
[Stock Prediction] How will NFLX close after its earnings report?
Netflix is set to report second-quarter earnings after the bell on Thursday, July 16. The stock has fallen nearly 25% over the past three months and has dropped after each of its last four earnings reports. $Netflix(NFLX)$ Analysts expect Netflix to report second-quarter revenue of about $12.58 billion and earnings of $0.79 per share. Netflix previously guided for second-quarter revenue of about $12.57 billion, up 13.5% year over year. What to Watch Advertising will be a major focus. Netflix’s ad-supported service has surpassed 250 million monthly active viewers, and the company expects ad revenue to double to about $3 billion in 2026. Investors will be looking for updates on ad revenue, engagement, monetization and the number of users choosing th
I’m voting bearish, expecting $Intel(INTC)$ to finish down around 5% to 10% after earnings. The stock has rallied sharply this year, raising expectations significantly. Even a decent quarter may disappoint if management doesn't provide stronger guidance or confidence for the second half. My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling. I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a "sell the news" event. With expectations running high, my prediction is a 5%-10% pu
I'm bullish on $Tesla Motors(TSLA)$going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volati
🌟🌟🌟 $Tesla Motors(TSLA)$ 2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls. But it sets up a highly explosive "buy the rumour, sell the news" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green post earnings as I am cautiously optimistic on the stock. Elon Musk is famous for pulling rabbits out of hats. He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype trigg
🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday. 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust. Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate but is still well below its 52 week high of USD 142.34. So there is much upside potential.
🌟🌟🌟I believe $Netflix(NFLX)$ will close Green at USD 77 on Thursday post earnings. Having suffered a brutal multi month drop from its April high of USD 107.79 down to USD 73.53, Netflix enters this earnings call trading near its 52 week support floor of USD 70.86. It is currently trading at a forward P/E ratio of just 23.7x. This is a massive discount compared to historical averages. A positive update regarding Netflix's new USD 3 billion advertising tier will be great news for investors. It will also squeeze short sellers who are heavily betting on a 5th straight earnings collapse. Is Netflix a good buy currently? Yes I believe it is oversold and undervalued. Netflix's dominant global market share with over 325 mil
I'm voting Green and expect $Netflix(NFLX)$ to finish up around 5%–10% after earnings. The stock has already pulled back significantly over the past three months, and I think a lot of the recent concerns are already reflected in the share price. That lowers the bar for a positive surprise. I'm particularly watching the advertising business. If management shows strong growth in ad revenue, better monetization, and continued adoption of the ad-supported plan, I believe investors will focus more on the long-term earnings potential than on a slight decline in operating margin. I'm staying bullish because Netflix continues to have a strong global subscriber base and multiple growth drivers. As long as management delivers a confident outlook and demons
Replying to @bernardtayet:Beg to differ. Every other week you hear a new trending show people are talking about in the office as well as being shoved into your social media feeds. Whether or not this translates to profitability is another story, but fact is Netflix is constantly in your face.//@bernardtayet:NFLK will fall further as it has not produced a global hit to engage viewers for monetization and to keep up with the few competitors like Disney + among others. @Kiyosumi
PCT: TSM July 16 Closing Price v1.0 : PCT = Pandas Coffee Talk. Current Price Range: TSM has been trading in the $420–$430 range recently. Analyst Consensus: Analysts have an average 1-year price target of roughly $498, with high estimates going up to $700. The Catalyst: The July 16 earnings call is viewed as a bellwether for the entire AI and hardware supply chain. Strong guidance could push the stock higher, while cautious outlooks could pull it back. My guess is $420 pullback.
PCT: Guess NFLX July 17 Closing Price v1.0 : PCT = Pandas Coffee Talk. Recent Price Level: NFLX has recently traded in the $73.00 to $75.00 range. 52-Week Range: The stock has fluctuated between a low of $70.91 and a high of $127.42 over the past year. Analyst Forecasts: According to Wall Street analysts, the average 12-month price target is $113.68, with predictions ranging from a low of $95.00 to a high of $151.40. I guess 80USD.