7 of 8 S&P 500 Firms Beat EPS Estimates as All Report Profit Growth

Earnings
โดย Seeking Alpha·US·Read original
Summary · why it matters

In a notable earnings week, seven of eight key S&P 500 companies beat consensus EPS estimates, with all eight posting year-over-year profit growth, though revenue performance was mixed. Dell Technologies jumped 15.81% after reporting a 58% revenue increase to $46.97 billion and adjusted EPS of $7.04, driven by AI server demand, and guided third-quarter revenue to $49 billion. Palo Alto Networks slipped 9.28% despite beating estimates with revenue up 34% to $3.41 billion and adjusted EPS of $1.02, while issuing an optimistic forecast. Medtronic rose 1.53% after revenue grew 13.8% to $9.76 billion and raised its full-year guidance. Broadcom dropped 2.7% on lower-than-expected Q4 revenue guidance despite strong Q3 results with revenue up 86% to $29.59 billion. Lululemon shares fell nearly 20% after cutting its full-year sales forecast to $10.35B-$10.50B, down from $11.0B-$11.50B, due to declining China sales. Brown-Forman gained 3.87% on mixed results, NetApp rose 2.55% despite a free cash flow drop, and Campbell's fell 6.96% after missing revenue estimates and cutting its dividend by 36%.

Impact on stocks 14

Consumer Staples± Mixed · 4 stocks
Campbell’s Co
CPB
▼ NegativeCapitalrelevance

Campbell's fell 6.96% after missing revenue estimates and cutting its dividend by 36%.

Artificial Intelligence± Mixed · 3 stocks
Dell Technologies Inc
DELL
▲ PositiveDemandrelevance

Dell jumped 15.81% after reporting 58% revenue increase driven by AI server demand and raised guidance.

Broadcom Inc
AVGO
▼ NegativeCapitalrelevance

Broadcom dropped 2.7% on lower-than-expected Q4 revenue guidance despite strong Q3 results.

Cloud & Digital Infrastructure▲ · 2 stocks
NetApp Inc
NTAP
▲ PositiveCapitalrelevance

NetApp rose 2.55% despite a free cash flow drop, likely on earnings beat.

Consumer Discretionary▼ · 1 stocks
Lululemon Athletica Inc.
LULU
▼ NegativeDemandrelevance

Lululemon shares fell nearly 20% after cutting full-year sales forecast due to declining China sales.

Robotics & Physical AI▲ · 1 stocks
Medtronic PLC
MDT
▲ PositiveCapitalrelevance

Medtronic revenue grew 13.8% to $9.76B and raised full-year guidance.

Cybersecurity & Digital Trust▼ · 1 stocks
Palo Alto Networks Inc
PANW
▼ NegativeCapitalrelevance

Palo Alto Networks slipped 9.28% despite beating estimates, possibly due to guidance concerns.

Aging Population▲ · 1 stocks
Industrials▲ · 1 stocks
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