Earning Season

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?

[Events] Tesla's Roadster Stuns. Will TSLA Take Off?

Tesla just made a car fly. Now comes the harder part: convincing Wall Street it can deliver stronger profits. $Tesla Motors(TSLA)$ On Thursday, Elon Musk unveiled the long-awaited next-generation Roadster, complete with SpaceX-developed thrusters that allowed the car to drive upside down, flip through the air and land on its wheels. The prototype also demonstrated a 0–60 mph time of less than one second. Investors liked what they saw. Tesla shares jumped 4.4% in early premarket trading Friday, But there's a catch. The Roadster was first unveiled in 2017, initially promised for 2020, and isn't expected to enter production until 2028. Musk has also acknowledged that the sports car is unlikely to make a meaningful contribution to Tesla's finances. Th
[Events] Tesla's Roadster Stuns. Will TSLA Take Off?
avatarShyon
10-18 22:01
I vote A. Bullish! 🚀 I am still holding $Tesla Motors(TSLA)$ for the long term because I see Tesla as much more than an EV manufacturer. Its potential in FSD, Robotaxi, Optimus, AI chips and energy storage could open up multiple growth opportunities over the coming years. Of course, I understand that margin pressure, heavy capital expenditure and execution risks cannot be ignored. However, I believe the market may still be underestimating how much Tesla could transform its business if its AI and autonomous driving ambitions become commercially successful. The key is turning those innovations into sustainable profits. Personally, I will continue to hold with patience and add selectively during meaningful pullbacks rather than chase short-term ex

[Earnings Recap] TSMC Beats Again. Is the Bar Getting Too High?

TSMC delivered a clear beat-and-raise quarter but fell with the broader chip sector. Charles Schwab also declined as a small net-interest-margin miss overshadowed record asset gathering. After the bell, rising costs hit J.B. Hunt, while Interactive Brokers’ dividend increase failed to produce a rally. $Taiwan Semiconductor Manufacturing(TSM)$ lost 1.8% TSMC is the world’s largest contract chipmaker and manufactures advanced processors for Nvidia, Apple and other technology companies. Third-quarter revenue jumped 41% to $46.72 billion, beating the $45.67 billion consensus. EPS of $4.60 per ADR topped the $4.46 estimate, while net income surged 69% to a record NT$763.1 billion. Advanced nodes accounted for 79% of wafer revenue, including an 8% contri
[Earnings Recap] TSMC Beats Again. Is the Bar Getting Too High?

[Earnings Recap] ASML Drops 4%, BofA Slides 5% — Buy the Dip?

BlackRock managed a small gain after attracting $205 billion of new money. ASML and Morgan Stanley both exceeded profit expectations but declined with technology and financial stocks. Bank of America suffered the sharpest drop after a regulatory penalty compounded an underlying earnings miss. $BlackRock(BLK)$ Record inflows provide rare shelter BlackRock is the world’s largest asset manager and the owner of the iShares ETF franchise. Third-quarter revenue rose 19% to $7.75 billion, beating the roughly $7.5 billion consensus. Adjusted EPS jumped 38% to $15.93, well above the $14.13 estimate. Clients added $205 billion during the quarter, including $134.5 billion into iShares ETFs and $78.2 billion into fixed-income products. Assets under management
[Earnings Recap] ASML Drops 4%, BofA Slides 5% — Buy the Dip?
avatarLanceljx
10-17 11:38
B. Cautiously bullish. Tesla is increasingly valued as more than a carmaker, with AI, autonomy, robotaxis and Optimus carrying a large part of the long-term narrative. That creates enormous upside if execution matches the vision, but also leaves little room for disappointment. For this earnings report, I care less about another ambitious timeline and more about automotive margins, free cash flow and evidence that AI spending is moving towards monetisation. If I owned TSLA, I would hold rather than chase before earnings. Stronger margins plus tangible autonomy progress could justify adding later. Weak margins accompanied by more promises would make me cautious. Tesla has plenty of optionality. The question is how much of tomorrow investors should pay for today.
avatarAuntieAaA
10-18 00:40
Good
avatarD1ane
10-17 13:26
B. 📈 Cautiously bullish — excited by Tesla’s flying Roadster innovation, but waiting for stronger margins and profits before buying more.
avatarblurblfron
10-17 08:20
that video is of a marketing stunt. Amazing to see that work, but it is a long way from that to "a flying car", by which I mean something where you can actually go somewhere in the air. The marketing does seem to be effective so far though: "earnings of 45 cents per share" that cost (now) over $350
avatarhighhand
10-17 08:58
C. still waiting for fsd robots and flying cars to boost Tesla s growth rate
avatarhighhand
10-17 09:03
asml can buy. got nice triangle formation. price tightening.
avatarShyon
10-15
I would lean towards $ASML Holding NV(ASML)$ for the long term. AI demand is still driving the need for advanced chips, and the fact that customers are already discussing orders for 2029 & 2030 gives me confidence in its long-term growth potential. However, strong demand does not automatically mean the stock is cheap, especially after a strong rally. For Morgan Stanley, I like its diversified business model & wealth management segment, but trading income can fluctuate with market conditions. I would rather invest in a business with a strong competitive advantage & a clear long-term growth driver than rely too heavily on short-term market activity. Personally, I would not rush to buy either just because they have pulled back. I would k
avatar苏36
10-15
My pick is ASML, but only at a sensible valuation. The market is confusing short-term weakness with deteriorating fundamentals. ASML reported €11.66 billion in Q3 revenue, a 57.5% gross margin, and expects full-year sales of €44–45 billion. Customers are already discussing orders for 2029 and 2030, suggesting AI demand will endure. Morgan Stanley is also impressive, with equity-trading revenue surging 41% and wealth-management revenue reaching a record $9.07 billion. However, trading income is cyclical, and strong quarterly results may not last. My conclusion: ASML offers the stronger long-term advantage. Its EUV technology is extraordinarily difficult to replicate, creating a powerful competitive moat. But a great company isn't automatically a great investment at any price. I'd scale in g
avatarD1ane
10-16
Sell-Off Pick” id=“62419”} 🅰️ ASML — I’d lean towards ASML for its strategic role in semiconductor manufacturing and long-term AI chip demand. The key is whether the sell-off offers a reasonable valuation, rather than simply buying because the price has fallen. 📈
I pick A $ASML Holding NV(ASML)$ after sell-off. Both beat earnings but fell with market ytd. $MS reported $3.03 vs $2.91 est, trading $5.79B beat by $900M but down 2.8% on hot inflation. $ASML Holding NV(ASML)$ also beat EPS, raised 2026 forecast 3rd time, CEO said AI demand will outstrip equipment supply in 2027/28 and clients ordering for 2029/30, but down 3.9%
avatarMyrttle
10-15
C. They all seem overvalued
🩷Good

[Earnings Recap] Baidu Crashes 13%, La-Z-Boy Sinks 16% — Earnings Season Isn’t Over Yet

Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. $Klarna Group plc(KLAR)$-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14
[Earnings Recap] Baidu Crashes 13%, La-Z-Boy Sinks 16% — Earnings Season Isn’t Over Yet

[Earnings Recap] Walmart Just Had Its Worst Day in Years — What Happened?

Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods $Wal-Mart(WMT)$-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co
[Earnings Recap] Walmart Just Had Its Worst Day in Years — What Happened?
avatarKYHBKO
08-24

(Part 2 of 5) Earnings Calendar - Salesforce (24Aug2026)

Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th
(Part 2 of 5) Earnings Calendar - Salesforce (24Aug2026)

[Earnings Recap] Estée Lauder Soars 16%, Target Gains 4% — Is the Consumer Rebound?

Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. $Estee Lauder(EL)$ +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh
[Earnings Recap] Estée Lauder Soars 16%, Target Gains 4% — Is the Consumer Rebound?