Alphabet, Tesla, and IBM lead after-hours stock moves on earnings and guidance

Earnings Impact 4
โดย CNBC·Read original
Summary · why it matters

Several major companies saw significant after-hours stock moves following their latest quarterly results. Alphabet shares fell more than 4% after the company raised its 2026 capital expenditures forecast to a range of $195 billion to $205 billion, citing artificial intelligence demand, even as second-quarter revenue of $119.8 billion topped expectations. Tesla dropped 3% after adjusted earnings of 33 cents per share missed estimates by 18 cents, despite revenue of $28.24 billion beating forecasts. IBM rose about 2% even though adjusted earnings of $2.93 per share and revenue of $17.16 billion both slightly missed consensus. ServiceNow gained more than 2% after beating estimates with adjusted earnings of 90 cents per share on revenue of $3.99 billion and raising its full-year subscription revenue outlook. Las Vegas Sands lost 6% after adjusted earnings of 59 cents per share and revenue of $3.15 billion fell short of expectations. United Rentals surged 10% after posting adjusted earnings of $12.76 per share on revenue of $4.41 billion, surpassing estimates, and hiking its full-year revenue guidance to a range of $17.5 billion to $17.8 billion. Medpace Holdings soared about 19% after beating second-quarter estimates and raising full-year guidance. Other notable movers included Rollins, which dropped about 10% on weaker-than-expected results, and Shutterstock, which fell 10% after suspending its quarterly dividend.

Impact on stocks 15

Artificial Intelligence± Mixed · 7 stocks
Alphabet Inc Class C
GOOG
▼ NegativeCapitalrelevance

Alphabet raised 2026 capex forecast to $195B-$205B, spooking investors despite revenue beat.

ServiceNow Inc
NOW
▲ PositiveCapitalrelevance

ServiceNow beat earnings estimates and raised full-year subscription revenue outlook, shares gained >2%.

Shutterstock
SSTK
▼ NegativeCapitalrelevance

Shutterstock fell 10% after suspending its quarterly dividend.

Tesla Inc
TSLA
▼ NegativeCapitalrelevance

Tesla dropped 3% after adjusted earnings missed estimates by 18 cents.

United Rentals Inc
URI
▲ PositiveCapitalrelevance

United Rentals surged 10% after posting earnings and revenue that surpassed estimates and hiking full-year revenue guidance.

Industrials▼ · 3 stocks
Rollins Inc
ROL
▼ NegativeCapitalrelevance

Rollins dropped about 10% on weaker-than-expected results.

Consumer Discretionary▼ · 1 stocks
Las Vegas Sands Corp
LVS
▼ NegativeCapitalrelevance

Las Vegas Sands missed earnings and revenue estimates, causing a 6% drop.

Biotech & Genomic Medicine▲ · 1 stocks
Medpace Holdings Inc
MEDP
▲ PositiveCapitalrelevance

Medpace beat Q2 estimates and raised full-year guidance, shares surged ~19%.

Electrification & Mobility▲ · 1 stocks
Real Estate▲ · 1 stocks
Semiconductors▲ · 1 stocks

Theme Impact 3

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