Boeing Takes a Step Forward in Its Turnaround. Here's What to Watch for Next
Boeing reported a stronger‑than‑expected first‑quarter, with revenue up 14% to $22.22 billion and an adjusted loss of 20 cents per share versus the 83‑cent loss forecast. The company reaffirmed its full‑year free‑cash‑flow target of $1‑$3 billion and kept its 2026 delivery guidance for the 737 Max, Max 10, and 777X programs. Its commercial backlog hit a record $576 billion, representing more than 6,100 aircraft, while defense revenue rose 21% to $7.6 billion. Boeing’s stock climbed above $229 as investors gained confidence in CEO Kelly Ortberg’s turnaround plan.
We're Raising Our Price Target on GE Vernova as AI Fuels Another Monster Quarter
GE Vernova posted a monster Q1, with revenue rising 16% YoY to $9.34 billion and organic orders surging 71% to $18.3 billion. Adjusted EPS came in at $2.08, well above the $1.86 estimate, while adjusted EBITDA margin reached 16.3%. The stock jumped...
AT&T Adds More Wireless Subscribers than Expected as Bundling Pays Off
AT&T reported a net gain of 294,000 wireless subscribers in Q1 2026, outpacing the 272,000 analysts had expected. The growth was driven by bundled offers that combine wireless service with high‑speed fiber, a strategy embraced by about 42% of the...
Stocks Making the Biggest Moves After Hours: Adobe, United Airlines, Capital One and More
After the bell, United Airlines stock edged up 1% even as the carrier trimmed its 2026 earnings outlook to $7‑$11 per share, citing higher fuel costs. Capital One fell nearly 4% after reporting Q1 earnings of $4.42 per share and...
Stocks Give up Their Gains — Plus, an Early Trend We're Watching This Earnings Season
U.S. equities erased early gains on Tuesday after WTI crude surged 5% to $94 a barrel, lifting the 10‑year Treasury yield to 4.3%. The rally was further dampened by lingering uncertainty over the Iran cease‑fire and a New York Times report that...
UnitedHealth Tops Quarterly Estimates, Hikes Profit Outlook as Insurer Manages High Medical Costs
UnitedHealth Group reported first‑quarter earnings that beat Wall Street expectations, posting adjusted earnings per share of $7.23 versus the $6.57 consensus and revenue of $111.72 billion, above the $109.57 billion forecast. The insurer lifted its 2026 adjusted EPS outlook to more than...
Netflix Was Long 'a Builder Not a Buyer.' Is that Era Over?
Netflix recently emerged as a bidder for Warner Bros. Discovery in a $72 billion deal, only to walk away after Paramount’s higher offer, collecting a $2.8 billion breakup fee. Co‑CEO Ted Sarandos said the process proved Netflix can execute a mega‑acquisition and...
World's Biggest Chocolate Maker Issues Profit Warning as Cocoa Prices Collapse; Shares Plunge 17%
Swiss chocolate giant Barry Callebaut announced a mid‑teens EBIT decline for its 2025‑26 fiscal year, citing a sharp drop in cocoa prices, industry overcapacity, and potential supply disruptions linked to the Iran conflict. Cocoa prices have slumped 57.6% over the...
Goldman Shares Fall on Imperfect Quarterly Results. Here's Our Advice on the Stock From Here
Goldman Sachs posted Q1 2026 revenue of $17.23 bn, up 14.4% YoY, and EPS of $17.55, surpassing forecasts. Investment banking drove growth, with revenue up 48% and advisory fees soaring 89%, while the FICC line lagged expectations. Shares slipped just over...
Goldman Sachs Is Set to Report First-Quarter Earnings — Here's What Wall Street Expects
Goldman Sachs will announce its Q1 2026 results before the market opens Monday, with analysts forecasting earnings per share of $16.49 and revenue of $16.97 billion. The bank’s dual‑track model—trading and investment banking—is expected to sustain growth amid AI‑driven market rebalancing....
Lego Keeps Beating the Toy Industry. Its Secret Weapon Is Not What You'd Expect
Lego posted a 12% revenue increase to 83.5 billion Danish kroner for fiscal 2025, lifting operating profit 18% and outpacing the broader toy market’s 7% growth. The Danish maker expanded its portfolio to over 860 sets, adding themes such as botanicals,...
German Defense Firm Renk CEO Says Iran War Could Drive 'Increasing Demand' In the Middle East
German defence specialist Renk expects the ongoing Iran‑UAE conflict to spur regional defence spending. CEO Alexander Sagel said the war could drive demand across air, ammunition and ground systems, citing a recent prototype IFV order from a Gulf state. Renk reported...
We're Boosting Our Price Target on Retail Stock TJX After Another Knockout Quarter
TJX Companies posted an 8.5% revenue jump to $17.7 billion and EPS of $1.58, both beating analyst forecasts. Same‑store sales rose 5% year‑over‑year, outpacing the 3.7% consensus, with all four operating segments delivering growth. The strong quarter prompted analysts to lift...
Etihad Airways Profits Soar Nearly 50% as Fleet Network Expansion Support Strong Demand
Etihad Airways reported a near‑50 percent profit surge to $698 million in 2025, driven by a 21 percent rise in passenger numbers to 22.4 million and a fleet expansion to 127 aircraft. Load factors averaged 88 percent, with the airline targeting multiple days above 90 percent...
Texas Roadhouse Gets a Pass From Wall Street. What's Next Might Be Out of Its Control
Texas Roadhouse reported Q4 2025 revenue of $1.48 billion and EPS of $1.28, both missing Wall Street expectations. Comparable restaurant sales rose 4.2% for the quarter but accelerated to 8.2% in the first seven weeks of 2026, indicating resilient demand. The...
Doordash Stock Climbs 14%, Reversing Plunge After Earnings and Revenue Miss
DoorDash reported Q4 revenue of $3.96 billion, up 38% YoY, but earnings per share fell short at $0.48 versus the $0.59 consensus. Total orders rose 32% to 903 million, and marketplace gross order value jumped 39%. The miss triggered a 10% drop...
Adyen Shares Plummet After Payments Giant Posts Weak Revenue Growth Outlook
Adyen’s shares tumbled up to 20% after the payments firm issued a 2026 net‑revenue growth outlook of 20%‑22%, falling short of analysts’ 22.8% expectation. In the second half of 2025 the company posted 17% year‑on‑year net‑revenue growth to €1.27 billion, while...
Ray-Ban Maker EssilorLuxottica Says It More than Tripled Meta AI Glasses Sales in 2025
EssilorLuxottica reported that it sold more than 7 million Meta‑powered AI glasses in 2025, more than tripling the combined 2023‑24 volume of 2 million units. The sales surge spans its flagship Ray‑Ban line and the newer Oakley smart‑glasses, driven by a $799...
Shopify Stock Drops Despite Revenue Beat, $2 Billion Buyback
Shopify reported fourth‑quarter revenue of $3.67 billion, topping forecasts, but earnings per share fell short at 48 cents versus the 51‑cent consensus. The company projected first‑quarter revenue growth in the low‑30% range and a free‑cash‑flow margin in the low‑to‑mid teens, slightly below...
Cloudflare Rises 5% as AI Agent Wave Led by Viral Moltbot Boosts Security Demand
Cloudflare’s shares jumped 5% after the company beat Q4 expectations, driven by surging demand for its edge networking and security services from AI agents like the viral Moltbot. The firm reported adjusted earnings of 28 cents per share on $615 million...
French Software Maker Dassault Systèmes Plunges 18%, on Track for Worst Day Ever
Dassault Systèmes reported a 5% drop in Q4 software revenue and flat full‑year sales at €6.24 billion, missing analysts’ €6.3 billion forecast. The earnings release triggered a share plunge of up to 21%, marking the company’s worst trading day. Management highlighted an industrial‑AI...