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INTC Stock Forecast 2026: Intel Price Scenarios After Earnings
INTC stock forecast updated after Intel's latest earnings report, with bear, base, and bull scenarios, guidance, valuation context, and key risks.
ACN Stock Forecast 2026: Accenture Price Scenarios After Earnings
ACN stock forecast updated after Accenture's latest earnings report, with bear, base, and bull scenarios, guidance, valuation context, and key risks.
FDX Stock Forecast 2026: FedEx Price Scenarios After Earnings
FDX stock forecast updated after FedEx's latest earnings report, with bear, base, and bull scenarios, guidance, valuation context, and key risks.
CCL Stock Forecast 2026: Carnival Price Scenarios After Earnings
CCL stock forecast updated after Carnival's latest earnings report, with bear, base, and bull scenarios, guidance, valuation context, and key risks.
DRI Stock Forecast 2026: Darden Restaurants Price Scenarios After Earnings
DRI stock forecast updated after Darden Restaurants's latest earnings report, with bear, base, and bull scenarios, guidance, valuation context, and key risks.
BB Stock Forecast 2026: BlackBerry Price Scenarios After Earnings
BB stock forecast updated after BlackBerry's latest earnings report, with bear, base, and bull scenarios, guidance, valuation context, and key risks.
Intel (INTC) Q1 2026 Earnings: Turnaround Revenue Beat, Margin Reset & Q2 Guidance
Intel Q1 2026 earnings analysis covering Turnaround Revenue Beat, Margin Reset & Q2 Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Micron Technology (MU) Fiscal Q3 2026 Earnings: Record Memory Revenue, HBM Demand & Q4 Guidance
Micron Technology fiscal Q3 2026 earnings analysis covering Record Memory Revenue, HBM Demand & Q4 Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Carnival (CCL) Q2 2026 Earnings: Record Revenue, Deposits & Yield Guidance
Carnival Q2 2026 earnings analysis covering Record Revenue, Deposits & Yield Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
BlackBerry (BB) Fiscal Q1 2027 Earnings: QNX Growth, Profitability & FY2027 Guidance
BlackBerry fiscal Q1 2027 earnings analysis covering QNX Growth, Profitability & FY2027 Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
FedEx (FDX) Fiscal Q4 2026 Earnings: Stronger Q4, Freight Spin-Off & CY2026 Outlook
FedEx fiscal Q4 2026 earnings analysis covering Stronger Q4, Freight Spin-Off & CY2026 Outlook, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Darden Restaurants (DRI) Fiscal Q4 2026 Earnings: Restaurant Comps, LongHorn Strength & FY2027 Outlook
Darden Restaurants fiscal Q4 2026 earnings analysis covering Restaurant Comps, LongHorn Strength & FY2027 Outlook, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Accenture (ACN) Fiscal Q3 2026 Earnings: AI Consulting Demand, Bookings & Federal Pressure
Accenture fiscal Q3 2026 earnings analysis covering AI Consulting Demand, Bookings & Federal Pressure, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Target (TGT) Q1 2026 Earnings: Is the Turnaround Finally Working?
Target Q1 2026 earnings showed a sales rebound, positive comparable sales, and stronger guidance, but margin pressure and turnaround costs kept the TGT stock setup more complicated.
Broadcom (AVGO) Fiscal Q2 2026 Earnings: AI Semiconductor Revenue, VMware Leverage & Stock Reaction
Broadcom fiscal Q2 2026 earnings analysis covering AI Semiconductor Revenue, VMware Leverage & Stock Reaction, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
CrowdStrike (CRWD) Fiscal Q1 2027 Earnings: ARR Growth, Free Cash Flow & Cybersecurity Stock Reaction
CrowdStrike fiscal Q1 2027 earnings analysis covering ARR Growth, Free Cash Flow & Cybersecurity Stock Reaction, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Palo Alto Networks (PANW) Fiscal Q3 2026 Earnings: Platformization, NGS ARR & Cybersecurity Outlook
Palo Alto Networks fiscal Q3 2026 earnings analysis covering Platformization, NGS ARR & Cybersecurity Outlook, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Dell Technologies (DELL) Fiscal Q1 2027 Earnings: AI Server Revenue, Raised Guidance & Stock Reaction
Dell Technologies fiscal Q1 2027 earnings analysis covering AI Server Revenue, Raised Guidance & Stock Reaction, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Hewlett Packard Enterprise (HPE) Fiscal Q2 2026 Earnings: Record Revenue, AI Infrastructure Demand & Raised Guidance
Hewlett Packard Enterprise fiscal Q2 2026 earnings analysis covering Record Revenue, AI Infrastructure Demand & Raised Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Costco Wholesale (COST) Fiscal Q3 2026 Earnings: Comparable Sales, Membership Fees & Retail Stock Reaction
Costco Wholesale fiscal Q3 2026 earnings analysis covering Comparable Sales, Membership Fees & Retail Stock Reaction, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
lululemon athletica (LULU) Q1 2026 Earnings: Americas Weakness, Margin Pressure & Lower Outlook
lululemon athletica Q1 2026 earnings analysis covering Americas Weakness, Margin Pressure & Lower Outlook, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Okta (OKTA) Fiscal Q1 2027 Earnings: Identity Security, RPO Growth & Free Cash Flow
Okta fiscal Q1 2027 earnings analysis covering Identity Security, RPO Growth & Free Cash Flow, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
MongoDB (MDB) Fiscal Q1 2027 Earnings: Atlas Growth, AI Workloads & Raised Guidance
MongoDB fiscal Q1 2027 earnings analysis covering Atlas Growth, AI Workloads & Raised Guidance, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Snowflake Earnings Signal: AI Data Cloud Consumption And The New Growth Bar
Snowflake's latest earnings update translated into a concrete market signal for Data Cloud, Enterprise AI, Software Consumption, Cloud Data Platforms.
Marvell Technology Earnings Signal: Custom Silicon And Optical Networking Ramp
Marvell Technology's latest earnings update translated into a concrete market signal for AI Custom Silicon, Data Centers, Optical Networking, Cloud Capex.
Salesforce Earnings Signal: Agentforce, Data Cloud, And Margin Discipline
Salesforce's latest earnings update translated into a concrete market signal for Enterprise Software, AI Agents, Data Cloud, SaaS Margins.
Zscaler Earnings Signal: Zero-Trust Growth Versus Deceleration Risk
Zscaler's latest earnings update translated into a concrete market signal for Cybersecurity, Zero Trust, SASE, Cloud Security.
Workday Earnings Signal: Subscription Durability And AI Workflow Value
Workday's latest earnings update translated into a concrete market signal for Enterprise Software, HR Software, Finance Software, AI Workflows.
Intuit Earnings Signal: Tax Season Strength And AI Platform Durability
Intuit's latest earnings update translated into a concrete market signal for Tax Software, Small Business Software, Consumer Finance, AI Agents.
Target Earnings Signal: Retail Turnaround Versus Margin Follow-Through
Target's latest earnings update translated into a concrete market signal for Retail, Discretionary Spending, Walmart, Costco.
Home Depot Earnings Signal: Home-Improvement Cycle Still Waiting For A Cleaner Turn
Home Depot's latest earnings update translated into a concrete market signal for Home Improvement, Housing Cycle, Rates, Consumer Spending.
Lowe's Earnings Signal: Stable Demand, But The Recovery Needs Pro Confirmation
Lowe's's latest earnings update translated into a concrete market signal for Home Improvement, DIY Demand, Pro Customers, Housing Cycle.
TJX Companies Earnings Signal: Off-Price Retail Still Taking Share
TJX Companies's latest earnings update translated into a concrete market signal for Off-Price Retail, Value Consumer, Apparel Retail, Target.
Walmart Earnings Signal: Retail Scale Plus Higher-Margin Advertising
Walmart's latest earnings update translated into a concrete market signal for Big-Box Retail, Retail Media, Ecommerce, Grocery.
Snowflake (SNOW) Fiscal Q1 2027 Earnings: Results, Stock Reaction & Outlook
Snowflake fiscal Q1 2027 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Marvell Technology (MRVL) Fiscal Q1 2027 Earnings: AI Data Center Growth, Raised Guidance & Stock Reaction
Marvell Technology fiscal Q1 2027 earnings analysis covering AI Data Center Growth, Raised Guidance & Stock Reaction, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Salesforce (CRM) Fiscal Q1 2027 Earnings: Results, Stock Reaction & Outlook
Salesforce fiscal Q1 2027 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Zscaler (ZS) Fiscal Q3 2026 Earnings: Results, Stock Reaction & Outlook
Zscaler fiscal Q3 2026 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Workday (WDAY) Fiscal Q1 2027 Earnings: Results, Stock Reaction & Outlook
Workday fiscal Q1 2027 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Intuit (INTU) Fiscal Q3 2026 Earnings: Results, Stock Reaction & Outlook
Intuit fiscal Q3 2026 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Home Depot (HD) Q1 2026 Earnings: Results, Stock Reaction & Outlook
Home Depot Q1 2026 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Lowe's (LOW) Q1 2026 Earnings: Results, Stock Reaction & Outlook
Lowe's Q1 2026 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
TJX Companies (TJX) Fiscal Q1 2027 Earnings: Results, Stock Reaction & Outlook
TJX Companies fiscal Q1 2027 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Walmart (WMT) Fiscal Q1 2027 Earnings: Results, Stock Reaction & Outlook
Walmart fiscal Q1 2027 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
Cisco (CSCO) Fiscal Q3 2026 Earnings: Results, Stock Reaction & Outlook
Cisco fiscal Q3 2026 earnings analysis covering reported results, guidance, margin quality, stock reaction, peer read-through, and what investors should watch next.
AAPL FISCAL Q2 2026 Earnings: Results, Stock Reaction & Outlook
Apple fiscal Q2 2026 earnings analysis covering $111.2B revenue, $2.01 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
MSFT FISCAL Q3 2026 Earnings: Results, Stock Reaction & Outlook
Microsoft fiscal Q3 2026 earnings analysis covering $82.9B revenue, $4.27 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
AMZN Q1 2026 Earnings: Results, Stock Reaction & Outlook
Amazon Q1 2026 earnings analysis covering $181.5B revenue, $2.78 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
META Q1 2026 Earnings: Results, Stock Reaction & Outlook
Meta Platforms Q1 2026 earnings analysis covering $56.3B revenue, $10.44 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
TSLA Q1 2026 Earnings: Results, Stock Reaction & Outlook
Tesla Q1 2026 earnings analysis covering $22.4B revenue, $1.03 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
NVDA FISCAL Q4 2026 Earnings: Results, Stock Reaction & Outlook
NVIDIA fiscal Q4 2026 earnings analysis covering $68.1B revenue, $1.76 GAAP diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
GOOGL Q1 2026 Earnings: Results, Stock Reaction & Outlook
Alphabet Q1 2026 earnings analysis covering $109.9B revenue, $5.11 diluted EPS, segment drivers, AI spending, margins, valuation risk, and what investors should watch next.
How To Analyze an Earnings Report
A table-led framework for analyzing earnings reports, including revenue growth, EPS, guidance, margins, cash flow, expectations, and stock reaction.
Cisco Earnings Signal: Is The Market Repricing AI Infrastructure Beyond GPUs?
Cisco's latest earnings beat and stronger guidance turn the report into a market signal for AI infrastructure, networking equipment, data center demand, and related stocks.
Tesla Earnings Signal: Margins, Deliveries, And The Robotaxi Repricing Test
Tesla's latest earnings report is translated into a market signal for EVs, Autonomy, Robotaxi, Energy Storage, and investor expectations.
Microsoft Earnings Signal: Cloud AI Demand Versus Capex Intensity
Microsoft's latest earnings report is translated into a market signal for Azure, Cloud AI, Copilot, Enterprise Software, and investor expectations.
Meta Earnings Signal: Ad Strength, AI Spending, And Reality Labs Discipline
Meta's latest earnings report is translated into a market signal for Digital Ads, AI Recommendations, Capex, Reality Labs, and investor expectations.
Earnings Report Checklist
A simple checklist for reading earnings reports without focusing only on whether a company beat headline estimates.