Earnings live: Supermicro, Eli Lilly stocks pop on upbeat forecasts, AMD and Uber slide

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The 4th fourth net play momentum continues this week, with results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighting the calendar.

As of Jan. 30, 33% of S&P 500 (^GSPC) companies person reported 4th fourth results, according to FactSet data, and Wall Street analysts estimation an 11.9% summation successful net per stock for the 4th quarter. If that complaint holds, it would correspond the 10th consecutive 4th of yearly net maturation for the scale and the 5th consecutive 4th of double-digit growth.

 FactSet)

S&P 500 net maturation estimates. (Chart: FactSet)

Heading into the reporting period, analysts were expecting an 8.3% leap successful net per share, down from the 3rd quarter's 13.6% net maturation rate. Wall Street has raised its net expectations successful caller months, particularly for tech companies, which person driven net maturation successful caller quarters.

Big Tech results acceptable the tone, arsenic superior expenditures proceed apace. Plus, the themes that drove the markets successful 2025 — artificial intelligence, the Trump administration's tariff and economical policies, and a K-shaped user system — proceed to supply plentifulness for investors to parse.

This week, investors volition perceive updates from companies including Disney (DIS), Chipotle (CMG), PepsiCo (PEP), Uber (UBER), and Snap (SNAP).

LIVE 116 updates

  • Novo Nordisk extends diminution aft institution forecasts steep driblet successful sales

    Novo Nordisk banal extended losses connected Wednesday aft a downbeat income forecast sent shares sharply little connected Tuesday.

    Bloomberg reports:

    Read much here.

  • Jenny McCall

    Enphase jumps aft net apical analysts estimates

    Enphase Energy (ENPH) banal soared 20% during premarket hours aft the company's nett and gross bushed analysts' estimates. The exertion company's shares person risen 10% implicit the past month, but are down astir 42% for the year.

    The AP reports:

    Read much here.

  • Jenny McCall

    Supermicro banal jumps aft raising yearly gross forecast

    Supermicro (SMCI) banal jumped 11% earlier the doorbell connected Wednesday aft the server shaper raised its yearly gross forecast connected Tuesday, citing continued beardown request for its AI servers, driven by companies expanding their information centre capacity.

    Reuters reports:

    Read much here.

  • Uber banal drops aft missing Q4 estimates, issuing disappointing guidance

    Uber (UBER) banal dropped much than 8% successful premarket trading aft the ride-hailing elephantine issued archetypal 4th nett guidance that disappointed investors.

    The institution besides missed 4th fourth estimates arsenic its much affordable thrust options affected margins.

    And successful different news, Uber said its CFO, Prashanth Mahendra-Rajah, volition measurement down and beryllium succeeded by Balaji Krishnamurthy, a erstwhile Goldman Sachs executive.

    Reuters reports:

    Read much here.

  • Jenny McCall

    Eli Lilly sees 2026 nett supra estimates arsenic request for weight‑loss drugs soars

    Eli Lilly (LLY) banal jumped 7% earlier the doorbell connected Wednesday aft the pharmaceutical radical provided a 2026 nett forecast supra Wall Street estimates. The institution said it is hoping request for its weight-loss drugs rises arsenic it gets acceptable to merchandise its oral weight-loss pill this year.

    Reuters reports:

    Read much here.

  • Tue, February 3, 2026 astatine 9:56 PM UTC

    Match Group forecasts upbeat gross arsenic turnaround gains traction

    Match Group (MTCH) banal surged much than 7% successful extended trading, astir recovering each of Tuesday's losses, aft the Tinder genitor issued an upbeat gross outlook for the archetypal 4th and showed signs of advancement successful its turnaround.

    From Reuters:

    Read much here.

  • Tue, February 3, 2026 astatine 9:54 PM UTC

    Amgen quarterly results bushed Street estimates connected higher sales, little taxation rate

    Amgen (AMGN) banal precocious 1.5% aft hours pursuing coagulated 4th fourth results from the cause manufacturer, arsenic cause income accrued 7%.

    From Reuters:

    Read much here. 

  • Tue, February 3, 2026 astatine 9:43 PM UTC

    AMD posts better-than-anticipated Q4 net and Q1 outlook but banal falls

  • Tue, February 3, 2026 astatine 9:42 PM UTC

    Chipotle banal sinks aft institution reports Q4 same-store income driblet 2.5%, forecasts nary income maturation successful 2026

    Chipotle (CMG) banal dropped 3% successful after-hours trading. The burrito-bowl concatenation said connected Tuesday day that same-store income fell successful the 4th fourth and told investors it expects nary income maturation successful 2026 arsenic it continued to navigate a diminution successful traffic.

    Yahoo Finance's Brooke DiPalma reports:

    Read the afloat net communicative here.

  • Tue, February 3, 2026 astatine 9:39 PM UTC

    Cocoa prices measurement connected Mondelez 4th fourth profits

    Mondelez International's (MDLZ) profits declined successful the 4th fourth and afloat twelvemonth 2025 arsenic soaring cocoa prices passim the twelvemonth and consumers snacking little created immoderate profitability headwinds. Shares of the Ritz cracker and Oreo cooky shaper dropped much than 4% successful extended trading.

    In the 4th quarter, Mondelez reported net per stock of $0.51, falling abbreviated of expectations of $0.68 per share, according to statement estimates compiled by S&P Global. Revenue accrued 9.3% twelvemonth implicit twelvemonth to $10.4 billion, beating estimates of $10.2 billion.

    Ahead of the report, Jefferies expert Scott Marks wrote that Mondelez is successful a transitional signifier arsenic it seeks to stabilize measurement declines and reinvest successful its brands.

    Some alleviation whitethorn beryllium connected the mode for the higher commodity prices that person plagued cocoa and nutrient companies implicit the past year. In the past month, cocoa prices (CC=F) person fallen 27%, which is expected to easiness unit connected margins.

    For the afloat year, Mondelez net per stock dropped 44% to $1.89 from $3.42 successful 2024. For 2026, the institution expects nett gross maturation to beryllium level to up 2% and adjusted net per stock maturation to beryllium level to up 5%.

  • Jake Conley

    Tue, February 3, 2026 astatine 2:01 PM UTC

    Galaxy Digital loses astir $500 cardinal successful Q4 aft crypto crash

    Shares successful Galaxy Digital (GLXY) fell by much than 4% aft the institution disclosed Tuesday greeting that it mislaid astir $500 cardinal and posted antagonistic adjusted net for the 4th quarter, driven by "depreciation of integer plus prices successful the quarter."

    Michael Novogratz's integer assets-focused fiscal services steadfast reported a 4th fourth adjusted nonaccomplishment per stock of $1.08, falling beneath expert estimates for a nonaccomplishment per stock of $0.92. Galaxy Digital besides missed connected gross for the quarter, reporting $10.2 cardinal successful gross against expert estimates of $12.15 billion.

    The institution said successful a property merchandise announcing the net that its nonaccomplishment successful crypto-driven gross reflects "a softer macro situation and little manufacture trading volumes and onchain activity."

    Galaxy Digital besides noted that its integer assets trading volumes declined by astir 40% quarter-on-quarter, "reflecting softer lawsuit enactment pursuing a grounds Q3."

    In Galaxy Digital's information halfway division, the institution said it "remains connected way to present 133MW of captious IT load to CoreWeave successful the archetypal fractional of 2026" and that it "received ERCOT support for an further 830 MW of powerfulness capacity," bringing the full approved capableness for its Helios field to 1.6 gigawatts. bringing Helios’ full approved capableness to much than 1.6 gigawatts.

  • Tue, February 3, 2026 astatine 1:14 PM UTC

    Teradyne banal soars aft institution forecasts upbeat quarterly results

    Teradyne (TER) banal surged 24% successful premarket trading connected Tuesday aft the chip-testing instrumentality shaper issued net guidance connected Monday that blew past Wall Street's expectations arsenic companies' ​multibillion-dollar spending plans for information centers fueled demand.

    Reuters reports:

    Read much here.

  • Jenny McCall

    Tue, February 3, 2026 astatine 12:39 PM UTC

    PayPal banal sinks aft forecasting 2026 nett beneath estimates

    PayPal (PYPL) banal fell 15% earlier the doorbell connected Tuesday aft issuing a disappointing nett forecast for 2026 and reporting 4th fourth net beneath Wall Street estimates. The online outgo institution said it had been pressured by weaker US retail spending and dilatory maturation wrong its branded checkout segment.

    The radical besides named HP's (HPQ) Enrique Lores arsenic president and CEO, effectual ‌March 1.

    Reuters reports:

    Read much here.

  • Jenny McCall

    Tue, February 3, 2026 astatine 12:02 PM UTC

    Pfizer beats 4th fourth nett estimates connected robust cause demand

    Pfizer (PFE) topped Wall Street estimates for the 4th fourth nett connected Tuesday. The company's net were boosted by continued request for its older drugs, specified arsenic humor thinner Eliquis and bosom illness cause Vyndaqel.

    The pharmaceutical group's banal fell 1% earlier the bell.

    Reuters reports:

    Read much here.

  • Tue, February 3, 2026 astatine 11:57 AM UTC

    Merck forecasts 2026 income beneath estimates connected patent losses

  • Jenny McCall

    Tue, February 3, 2026 astatine 11:36 AM UTC

    PepsiCo tops quarterly gross estimates connected resilient request for sodas

    PepsiCo (PEP) bushed analysts' estimates for 4th fourth gross connected Tuesday, arsenic beardown request for its drinks successful planetary markets, arsenic good arsenic spot successful its low-sugar beverages successful the US helped the nutrient and beverage elephantine to reiterate its 2026 forecast.

    Cans of Pepsi are seen astatine  the PepsiCo Walkers mill  successful  Leicester, Britain, August 14, 2024. REUTERS/Hollie Adams

    Cans of Pepsi are seen astatine the PepsiCo Walkers mill successful Leicester, Britain, August 14, 2024. REUTERS/Hollie Adams · Reuters / Reuters

    Reuters reports:

    Read much here.

  • Mon, February 2, 2026 astatine 10:16 PM UTC

    Palantir CEO connected Q4 beat: 'We are a antithetic taxon of company'

    Speaking astir the company's Q4 results and caller sell-off successful bundle stocks, Palantir CEO Alex Karp said that there's nary warrant the institution won't beryllium disrupted by artificial quality but that the company's investments successful AI are paying off.

    "Honestly, it looks similar the products and the civilization we person are ideally built for the clip we are successful now," Karp told Yahoo Finance's Josh Lipton. "We are a antithetic taxon of company."

    Palantir banal was up 5% arsenic the net telephone began. Join a livestream of the net telephone here.

  • Mon, February 2, 2026 astatine 9:27 PM UTC

    NXP banal falls contempt net bushed arsenic Automotive maturation stabilizes

    NXP Semiconductors (NXPI) banal skidded 5% little successful extended hours aft the semiconductor company's Automotive gross failed to impressment investors.

    In the 4th quarter, NXP reported adjusted profits of $3.35 per share, surpassing Wall Street estimates for adjusted net of $3.31 per share. The institution posted gross of $3.34 billion, somewhat supra expectations for $3.3 billion.

    "Throughout 2025, we executed efficaciously contempt a challenging archetypal half, maintaining operational subject portion advancing our strategical priorities successful bundle defined vehicles and carnal AI," NXP's CEO Rafael Sotomayor said.

    Revenue maturation for NXP's Automotive segment, which contributes implicit fractional of NXP's full revenue, moderated to a 5% yearly complaint from the 3rd quarter's 6% growth. The conception brought successful $1.8 cardinal successful Q4, which came successful a spot lighter than expectations for $1.9 billion.

    The Industrial and Internet of Things portion reported 24% yearly gross maturation ($640 million), the Mobile portion reported 22% gross maturation ($485 million), and Communication Infrastructure declined by 18% twelvemonth implicit twelvemonth ($334 million).

    For the archetypal quarter, NXP forecast gross of $3.15 cardinal astatine the midpoint and diluted net per stock of $4.21, which were up of the Street's estimates for $3.09 cardinal successful gross and $2.95 per share, according to S&P Global Market Intelligence.

  • Mon, February 2, 2026 astatine 9:14 PM UTC

    Palantir Q4 net bushed Wall Street estimates connected beardown income to US businesses

    Palantir banal (PLTR) surged much than 6% instantly aft reporting results, arsenic US commercialized and authorities gross drove better-than-expected net successful the 4th quarter.

    Yahoo Finance's Laura Bratton reports:

    Read much here.

  • Mon, February 2, 2026 astatine 4:55 PM UTC

    Palantir expected to spot 'very strong' Q4 net study pursuing banal sell-off

    Wall Street expects Palantir (PLTR) to study different blowout 4th erstwhile it releases quarterly results aft the closing doorbell connected Monday.

    Yahoo Finance's Laura Bratton previews what to expect erstwhile Palantir reports:

    Read much here.

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