Earnings season at a glance (beats vs. misses)
Beats / strong guidance: AppLovin (+31%), $AMD (EPS 2.09 vs. 1.95, +7%), Arista (guidance beat expectations, +12%), Super Micro (FY27 revenue guidance of 72–82 billion above consensus, +9%), Block (+6%), DuPont (Q3 beat expectations, raised full-year guidance, accelerated buybacks), Apple (record Q4 revenue beat expectations, but margin outlook weighed on shares), Tempus AI (turned operating-profit positive in its first quarter), Marriott, IDEXX, Vertex, and others.
Weak guidance / misses: Qualcomm (weak Q guidance, -6% after hours), $ARM (down 2% despite beating expectations), Zillow (-16%), Cava (-11%), HubSpot (-8%), Snap (-7%), Figma (-7% despite beating expectations), Skyworks (-16%), Wolfspeed (widening losses).
Biotech: INOVIO (FDA approval, +214%), Karyopharm (bankruptcy, -83%), Bright Minds (partial clinical hold).
Beats / strong guidance: AppLovin (+31%), $AMD (EPS 2.09 vs. 1.95, +7%), Arista (guidance beat expectations, +12%), Super Micro (FY27 revenue guidance of 72–82 billion above consensus, +9%), Block (+6%), DuPont (Q3 beat expectations, raised full-year guidance, accelerated buybacks), Apple (record Q4 revenue beat expectations, but margin outlook weighed on shares), Tempus AI (turned operating-profit positive in its first quarter), Marriott, IDEXX, Vertex, and others.
Weak guidance / misses: Qualcomm (weak Q guidance, -6% after hours), $ARM (down 2% despite beating expectations), Zillow (-16%), Cava (-11%), HubSpot (-8%), Snap (-7%), Figma (-7% despite beating expectations), Skyworks (-16%), Wolfspeed (widening losses).
Biotech: INOVIO (FDA approval, +214%), Karyopharm (bankruptcy, -83%), Bright Minds (partial clinical hold).