Articles Tagged “Earnings Beat”
7 articles found
Applied Materials Posts a Record Q2 — $7.91B Revenue, 50% Gross Margin, and Eight Price-Target Hikes in a Day
Applied Materials beat Q2 FY2026 estimates with $7.91B revenue and $2.86 non-GAAP EPS on May 15, 2026 — triggering eight Wall Street price target hikes and a 30% calendar-2026 growth call.
Cisco's AI Orders Forecast Hits $9 Billion — Record Q3 Revenue Sends the Stock to an All-Time High
Cisco reported record Q3 fiscal 2026 revenue of $15.84B on May 13, 2026 — and raised its full-year AI orders forecast to $9 billion, up from $5 billion, sending the stock to a new all-time high.
Nebius Crushes Q1 — 684% Revenue Growth, $27B Meta Contract, and a $20-25B CapEx Step-Up
Nebius Group reported Q1 2026 revenue of $399 million on May 13, 2026 — up 684% year-over-year — and disclosed a $27B Meta capacity contract along with raised full-year CapEx guidance to $20B-$25B.
Broadcom Smashes Q1 Estimates as AI Revenue Doubles to $8.4 Billion — Announces a $10 Billion Buyback
Broadcom posts record fiscal Q1 revenue of $19.3 billion with AI chip sales surging 106 percent year-over-year, and management sees a path to $100 billion in AI semiconductor revenue.
CrowdStrike Smashes Q4 Records as Annual Recurring Revenue Surpasses $5.25 Billion
CrowdStrike's Q4 FY2026 delivers record net new ARR of $331M, total ARR of $5.25B, and 45% operating income growth — crossing $1B in net new ARR for the full year.
Target Beats Q4 Estimates as Comparable Sales Turn Positive — Signaling a Broader Consumer Recovery
Target's Q4 earnings surprise with positive comparable store sales for the first time in five quarters, led by strength in discretionary categories and digital growth.
Dell Posts a Record Quarter as AI Server Revenue Surges 342 Percent to $9 Billion
Dell's Q4 revenue hits $33.4B with AI server orders reaching $64B for the year, validating that enterprise AI spending is translating into real hardware demand.