Notícias

Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.

Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough spot ahead of the July 29 earnings report. Whether the pullback is an opportunity or a warning depends on one question Wall Street is still debating.

Vertiv enters its July 29 earnings report with a $15 billion backlog and a stock price sitting well below analyst targets, but one regional blind spot could complicate the bull case entirely.

Ford reports Q2 earnings on July 28 carrying a combination of attributes rarely seen together in a major automaker, yet the market seems to be looking the other way. Here is what the bulls are watching heading into that report.

Starbucks (SBUX) is back in focus as Wall Street sets expectations for its upcoming fiscal Q3 report, with analysts projecting earnings of $0.66 per share and slightly lower revenue. See our latest analysis for Starbucks. At a share price of $103.25, Starbucks has seen its 1 year to date share price return of 22.96% contrast with a 12.24% 1 year total shareholder return, with recent headlines around its turnaround plans and expectations for Q3 earnings keeping sentiment focused on whether...

SoFi's stock has cratered while its profits soared, creating a rare gap between price and performance heading into July 29 earnings. Whether that gap is a trap or a generational buying opportunity depends on two numbers the market will see that day.

Teradyne has nearly doubled in 2026 by placing one very concentrated bet, and its July 29 earnings report will reveal whether that bet still has room to run or has already priced in perfection.

Seagate's hyperscaler contracts stretch well beyond this year, its free cash flow just posted a triple-digit surge, and Q4 earnings land July 28. Whether that combination justifies the current price is a question the numbers answer in a surprising way.

Comfort Systems USA (FIX) is back in focus after its board approved a higher quarterly dividend of $0.90 per share, a $0.10 increase, alongside fresh quarterly earnings and ongoing share repurchases. See our latest analysis for Comfort Systems USA. Despite a 1 day share price decline of 5.33% and a 30 day share price return of down 11.30%, Comfort Systems USA still shows strong momentum with a year to date share price return of 72.73% and a 1 year total shareholder return of 152.27%. The 5...

Fortinet (FTNT) heads into its upcoming second quarter earnings report with attention on forecast growth in both services and products, along with recent FortiEndpoint AI features and a broader global distribution pact with TD SYNNEX. See our latest analysis for Fortinet. Fortinet’s share price momentum has been choppy in the very short term, with a 7 day share price return of 5.7% down, but the 90 day share price return of 80.7% and 3 year total shareholder return of 98.4% point to strong...

Bloom Energy just shed 43% in a single month while its contracted backlog and cash position kept climbing. Before the July 28 earnings call, there are a few things retirement investors need to weigh carefully.

In the days leading up to its July 28, 2026 results release, Waste Management drew attention as analysts projected second-quarter earnings of $1.99 per share on revenues of about US$6.71 billion, both expected to be higher than a year earlier. Analysts also highlighted rapid expansion in WM Renewable Energy revenues and pointed to Waste Management’s efficient, mission-critical business model as a key support for its recent recognition as a strong S&P 500 performer. With analysts now calling...

Duolingo stock has had a tough run, with the share price falling sharply over the past year while the current valuation checks suggest a mixed picture rather than a clear bargain or a clear overvaluation. Over the last 1 year, Duolingo has declined 66.4%, which puts recent returns front and center for anyone reassessing what the stock is worth today. Investor expectations around Duolingo's ability to translate user growth into durable, cash generating revenue can support the valuation, while...

In the past quarter, Chubb reported Q2 2026 results that exceeded expectations, supported by higher underwriting and investment income and 3.6% growth in net premiums written across its P&C and Life Insurance businesses, while also advancing leadership changes at its Tempest Re reinsurance unit and completing a large share repurchase program initiated in May 2025. An interesting angle for investors is how the combination of earnings outperformance and capital returns via buybacks may...

AT&T, T-Mobile and Verizon all grew Q2 EPS and boosted shareholder returns, but subscriber trends, guidance and stock reactions diverged sharply across the three telecom giants.

Enphase Energy has shed half its value from its 52-week high, insiders have been buying shares at prices well above today's quote, and a catalyst covering 30 million customer accounts is still in its early stages. Here is what to watch before Q2 earnings land on July 28.

Lockheed Martin, Northrop Grumman, and RTX posted record backlogs and raised guidance this week, driven by both near-term missile defense demand and long-term military modernization programs.

Moby summary of Kinder Morgan, Inc.'s Q2 2026 earnings call

Coca-Cola just raised its dividend for the 64th consecutive year and has beaten earnings estimates four quarters in a row, yet most retirement investors are still sleeping on a major catalyst arriving July 28.

Space Exploration Technologies Corp (NASDAQ:SPCX) had the largest IPO in history in June, opening at $135 per share and momentarily reaching a $2.1 trillion value, and in the five weeks since, it has been the most widely shorted newly listed stock Wall Street has ever tracked. Short interest has increased from roughly 40 million shares […]

Pinterest (PINS) is drawing fresh attention as investors look ahead to its second quarter earnings, with several research firms flagging questions around advertising monetization, the impact of AI, and the durability of its direct response ad business. See our latest analysis for Pinterest. At a share price of US$22.13, Pinterest has a 30 day share price return of 11.43% and a 90 day share price return of 11.09%. However, its 1 year total shareholder return is down 41.62% and the 5 year total...

Carvana stock: earnings expectations tighten the focus Carvana (CVNA) heads into its July 29, 2026 earnings release with Wall Street projecting quarterly earnings of $0.42 per share and revenue of $6.97b, drawing attention to the stock after recent share price weakness. See our latest analysis for Carvana. Carvana’s share price has come under pressure in recent months, with a 30 day share price return of down 10.97% and a year to date share price return of down 24.47%. At the same time, the 3...

MaxLinear, ticker NasdaqGS:MXL, reported strong quarterly earnings that marked a return to profitability. Revenue growth was driven largely by the company's optical AI data center business. Management pointed to continued demand in optical artificial intelligence data centers as a key earnings driver. MaxLinear enters this earnings report with its share price at $71.59 and a very large year to date return of 286.8%. Over the past year, the stock is up 337.6%, while the three year return is...

Fresh analyst commentary on Talen Energy (TLN), along with its latest quarterly report showing higher revenue and net profit than a year earlier, has put the stock back on the radar for many investors. See our latest analysis for Talen Energy. The recent analyst attention and earnings update come after a period of mixed momentum for Talen Energy, with the share price down 11.33% over the past 30 days and 9.28% year to date. However, the company has delivered a very large 3 year total...

Sea (SE) recently drew investor attention after its stock fell 5.13% in the latest trading session. It underperformed the broader market ahead of an earnings report that is expected to show higher revenue and earnings. See our latest analysis for Sea. At a recent share price of US$100.00, Sea’s short term picture is mixed, with a 1 month share price return of 7.82% and a 90 day gain of 17.04%. This contrasts with a year to date decline of 23.95% and a 1 year total shareholder return that is...

Veeva Systems recently raised its fiscal 2027 revenue guidance to about US$3.65 billion and adjusted EPS outlook to roughly US$9.05, following fiscal Q1 2027 results that exceeded its own guidance and showed stronger profitability helped by expanding AI-driven offerings. This combination of upgraded full-year targets and growing AI-enabled products has sharpened investor focus on how Veeva’s business model may be evolving toward higher-margin, software-driven growth. With Veeva lifting its...

In his appearance on CNBC’s Squawk on the Street on Tuesday, Jim Cramer briefly discussed industrial conglomerate 3M Company (NYSE:MMM). Cramer discussed the firm’s turnaround efforts, which were demonstrated through its second quarter earnings release on Tuesday morning. The results saw 3M Company (NYSE:MMM) post $6.50 billion in revenue and $2.40 in profit-per-share to beat […]

Pinterest recently headed into its second-quarter earnings report with heightened investor attention, as analysts highlighted both achievable near-term revenue expectations and ongoing concerns around long-term ad monetization and the impact of AI on its business model. Conflicting signals, rising consensus earnings estimates alongside a relatively bearish ranking and questions about the durability of Pinterest’s use case, have created an unusually watchful backdrop for the company’s next...

Recent stock move and upcoming earnings focus Norwegian Cruise Line Holdings (NCLH) recently saw its stock fall 3.21%, drawing attention to the company ahead of its July 30 earnings report and expectations for lower quarterly and full year earnings. See our latest analysis for Norwegian Cruise Line Holdings. At a share price of $19.37, Norwegian Cruise Line Holdings has seen mixed momentum, with a 1 day share price return of 3.53% but a 1 year total shareholder return that declined 18.68%,...

American Express (AXP) released its second quarter 2026 results, reporting net income of US$3.11b and diluted earnings per share from continuing operations of US$4.53, compared with US$2.89b and US$4.08 a year earlier. See our latest analysis for American Express. Despite the positive earnings surprise, American Express shares fell 4.3% on the day and are down 12.5% on a year to date share price basis, although the 1 year total shareholder return of 5.8% and 3 year total shareholder return of...