Super Micro, CoreWeave, Nebius surge premarket on strong earnings and guidance

Earnings
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Summary · why it matters

Several technology and consumer companies made significant premarket moves following earnings reports and guidance updates. Super Micro Computer rallied more than 7.5% after issuing first-quarter guidance for adjusted earnings of $1.01 to $1.10 per share on revenue of $14.5 billion to $15.5 billion, both well above consensus estimates. CoreWeave gained more than 18.5% as second-quarter revenue rose 112% to $2.58 billion and adjusted operating income margin reached 5%, exceeding forecasts. Nebius Group jumped more than 12.5% on better-than-expected EBITDA and revenue, while Lumentum Holdings rose more than 8% after beating fourth-quarter estimates. H&R Block surged 11% on an upbeat fiscal 2027 outlook, and Cava Group added almost 12% after topping earnings and revenue expectations. In contrast, Kontoor Brands fell nearly 3% on a slight revenue miss, and software stocks including Workday, Salesforce, Palantir Technologies, and ServiceNow each declined more than 1%.

Impact on stocks 12

Artificial Intelligence · 7 stocks
Consumer Discretionary± Mixed · 3 stocks
Defense & Geopolitical Fragmentation · 1 stocks
Cloud & Digital Infrastructure · 1 stocks