Earnings Scoreboard: 86% of reporting firms beat EPS estimates, 78% post Y/Y earnings growth
142 companies reported earnings, with 86% beating EPS estimates and 78% showing Y/Y earnings growth. Notable performers include Apple (AAPL), Palantir (PLTR), AMD, Super Micro Computer (SMCI), Pfizer (PFE), Realty Income (O), Qualcomm (QCOM), Uber (UBER), McDonald's (MCD), and CVS Health (CVS).
How this was made
The 30-second read
Why it matters
The article provides first‑report earnings numbers and guidance for multiple mega‑caps, offering fresh data for short‑term traders.
Market read
Earnings beats and guidance updates across major sectors create mixed directional signals, offering trade ideas on both upside and downside.
What to watch
Guidance ranges, macro‑economic backdrop, and sector‑specific supply chain issues could drive next‑week price action more than the headline beats.
Background
Mid‑week earnings season peak with 142 companies reporting, spanning technology, pharma, energy, aerospace, and consumer goods.
Ticker impact
Apple fell 1.90% after Q4 FY2026 earnings beat and revenue up 6% YoY.
likely pressure as investors weigh modest revenue growth versus expectations
Price fell 1.9% on earnings day, indicating short‑term downside.
Palantir fell 1.65% after double‑beat Q3 2026 earnings and raised FY2026 revenue guidance.
potential near‑term pressure as market digests guidance range
Price drop of 1.65% on earnings day signals caution.
Advanced Micro Devices rose 1.01% after Q3 2026 earnings beat and record data‑center revenue.
likely mild upside as investors reward data‑center growth
Price up 1% on earnings day suggests short‑term bullish bias.
Super Micro Computer fell 5.70% despite massive Q1 FY2027 earnings beat and bullish guidance.
likely pressure as market questions valuation after rapid growth
5.7% decline on earnings day indicates short‑term sell pressure.
Pfizer fell 2.18% after Q3 2026 earnings beat and raised FY2026 revenue guidance.
potential downside as investors weigh higher guidance against market expectations
2.2% decline on earnings day signals cautious reaction.
Realty Income fell 0.14% after Q3 2026 earnings beat and slight AFFO guidance raise.
likely flat to slight downside pending further guidance clarity
Small decline suggests limited immediate impact.
Qualcomm fell 9.49% after Q4 2026 earnings beat but revenue decline and light guidance.
strong downside as weak revenue and guidance dominate sentiment
9.5% drop on earnings day indicates strong bearish pressure.
Uber rose 4.91% after Q3 2026 earnings beat and strong bookings growth.
likely continued upside as investors value booking momentum
Nearly 5% gain on earnings day shows bullish reaction.
Market effects
Tech earnings highlight AI and data‑center demand; pharma shows steady growth; consumer discretionary shows mixed results.
U.S. market breadth affected by divergent moves across mega‑caps, potentially influencing index performance.
Broad earnings data may shape global risk sentiment and influence foreign market expectations.
Counterpoint
Despite earnings beats, many stocks fell, suggesting investors may be pricing in future headwinds or valuation concerns.
Key entities
- companyApple
Technology hardware maker reporting Q4 FY2026 results.
- companyPalantir Technologies
AI data platform provider reporting Q3 2026 results.
- companyAdvanced Micro Devices
Semiconductor firm reporting Q3 2026 results.
