The Beat Report Articles

Palantir $PLTR just delivered a double beat, with both revenue and earnings exceeding expectations. 

But you wouldn’t know it from the chart.

Despite the solid headline numbers, the stock suffered its worst earnings reaction in over a...

Berkshire Hathaway $BRK.B just delivered a double miss, falling short on revenue and earnings. 

But the real bombshell came later: Warren Buffett is stepping down as CEO at the end of 2025.

The result? Berkshire just logged its worst...

Two of the world's largest companies—Apple and Amazon—just delivered double beats… and the market couldn’t care less.

Amazon posted better-than-expected revenue and EPS, but finished the day slightly negative, marking its 4th...

Last week was awesome! 

We just heard from over a hundred S&P 500 components and learned about their recent performance, their management's thoughts, and much more.

There were some sweet earnings reactions. 

And some...

Microsoft $MSFT just reminded everyone what real leadership looks like.

The tech titan posted a double beat, with $3.46 in EPS on $70.07B in revenue, both topping estimates. 

That alone is impressive. 

But the price...

Visa $V delivered a clean double beat this quarter, and the market loved it.

They reported $2.76 EPS on $9.59B in revenue, but the price action really tells the story.

The stock initially fell by 3% at yesterday's open...

But the...

Teradyne $TER crushed expectations with another double beat this quarter.

They reported revenues of $699 million and EPS of $0.75, comfortably above Wall Street estimates.

But instead of celebrating, investors hit the sell button. ...

Roper Technologies $ROP is out with another double beat, but you wouldn’t know it if you looked at the stock.

The industrial tech firm topped revenue and EPS expectations again, continuing its track record of solid execution. 

Revenue...

Not all double beats are created equal. Just ask T-Mobile US $TMUS...

The wireless giant delivered a double beat this quarter, topping both revenue and EPS expectations. 

Revenue hit $20.89 billion, and EPS came in at $2.58, both...

Earnings season is in full swing, and while some names are tripping over low bars, others are launching into orbit. 

Enter: ServiceNow $NOW.

The cloud workflow juggernaut delivered a double beat, crushing top and bottom line...

Tesla's latest earnings report delivered a double disappointment, with revenue and profits falling short of expectations. 

Revenue declined by 9% year-over-year to $19.3B, and operating income plummeted 66% to $400M. 

Automotive...

We just heard from some of the world's largest aerospace and defense companies.

These giants posted strong quarters — revenues were solid, profits held up, and their backlogs are looking stronger than ever. Demand isn’t the problem at all. From...

We just heard from the largest homebuilder in the United States, D.R. Horton $DHI.

They missed top and bottom-line expectations, but the market reacted positively.

Price rallied 3.16% with a sweet...

We just heard from the largest Medical Devices stock in the world, Abbott Laboratories $ABT.

The market loved it...

Price rallied 2.76% with a sweet...

The big banks have been raking in billions of dollars each quarter from net interest income.

And despite the market's anticipation of rate cuts from the Federal Reserve this year, they expect this to continue for the foreseeable future.

...

When there's market volatility, brokers and exchanges thrive.

And that's exactly what we're seeing right now.

Goldman Sachs $GS just reported their Q1 2025 results, and they were incredible.

Their equities segment grew to $4.19B,...

We just heard from some of the largest financial institutions in the world, like JPMorgan Chase & Co. $JPM, BlackRock $BLK, and Wells Fargo & Co. $WFC.

3 out of 5 reported double beats, and 2 reported mixed results.

The market...

There's so much happening right now in the markets.

It often seems like there isn't enough time for a bathroom break...

That could be an exaggeration, but it's directionally accurate. ;)

This is why our director of research, Steve...

Welcome to the 2nd earnings season of 2025!

We're only 10 calendar days into Q2, but so far, there have been a ton of fireworks.

From Trump's "Obliteration Day," last week, to his pivot yesterday, we know one thing's certain...

There...

Q1 2025 was the best earnings reaction since 2015 for Take-Two Interactive Software $TTWO. We talked about it in February...

Aside from a few obscure Consumer Staples names, we've reached the end of the Q1 earnings season.

There were some fantastic double beats and rallies. ...

The end of the Q1 2025 earnings season is approaching.

Tonight is the last big report. Lululemon $LULU is scheduled to report earnings after the close today, and we're expecting fireworks. Its Q4 2024 earnings reactions (~+16%) was one of the...

McCormick & Company $MKC reported earnings on Tuesday.

This is the company that has grown into the leader in all things related to flavor. Their products include Frank's RedHot, Cholula, and much more. 

It's basically impossible...