Earnings
Results, guidance and the reactions that follow.
Salesforce FY2030 Revenue Target: $63B Beat, Stock Falls Anyway
CRM closed 2% lower on 1.4x volume after Salesforce's $63B FY2030 guidance beat. Forward P/S, 5-year CAGR, and options structure breakdown.
Oracle's AI Sprint Meets a $125 Billion Debt Wall
Oracle Q4 2026 printed 30% AI cloud growth, but $125 billion in debt changes the math. Key levels, options structure and cycle read for ORCL traders.
JBHT Earnings Warning: Is the Freight Recession Deepening?
J.B. Hunt dropped 13% on a Q3 warning. What the freight bellwether signals for the economy — and two defined-risk trade structures to act on it.
Macy's Q2 2026 Earnings Beat: Now Trade the Levels
Macy's Q2 2026 earnings beat and raised guidance. Key resistance levels on M stock, consumer credit risks, and how to trade without chasing the open.
AVAV Soars on Earnings: Trade the Drone Defense Surge
AVAV beat earnings and analysts raised price targets. The backlog, the upgrades, and a disciplined post-earnings trade setup for retail traders.
Oracle Earnings 2026: The EU Warning Nobody Priced
EU regulators warned Oracle before its 2026 earnings report. Why the ORCL bear call spread beats chasing calls and what the options market is missing.
WDAY Earnings 2026: The Gap the AI Rally Won't Close
Workday beat Q2 2026 estimates but guided cautiously. We break down the AI narrative gap, the technical setup at 195.8, and a bear call spread structure.
MGY Doubles Profits and Raises the Permian Stakes
Magnolia Oil & Gas doubled Q2 2026 profits and raised Permian capex. A rigorous beat-and-spend breakdown with two options strategies for energy traders.
LULU Earnings Miss 2026: The Pivot Nobody Priced In
Lululemon dropped 15% on a Q2 miss and away-from-body pivot. What the numbers mean, why the product shift is a red flag, and how to trade it.
Zscaler Completes the Zero-Trust Trifecta With a Beat
ZS beats and raises Q3 2026 guidance on 3.7x volume. What the PANW-CrowdStrike-ZS trifecta signals and how to structure a bull call spread post-earnings.
AVGO Earnings Reaction: Beat, Raised, Then Sold Off
Broadcom beat Q3 2026 estimates and raised guidance. AVGO is falling anyway. Here's what the chart says and two post-IV-crush options setups to track.
HPE Q2 2026 Earnings Beat Can't Lift the Stock
HPE Q2 2026 earnings beat on AI server revenue with ISG margins holding and guidance raised. Why the stock isn't moving — and three clear trade paths.
Snowflake Blows Away Estimates as the AI Bet Pays Off
Snowflake's Q3 2026 earnings crushed estimates on RPO growth, NRR, and product revenue. Two post-earnings setups for SNOW stock and options traders.
PANW Earnings 2026: Beat the Numbers, Missed the Tape
PANW beat on AI cybersecurity demand. Map Next-Gen ARR, RPO growth and operating margin — plus a defined-risk options structure for traders.
Dell Q2 2026 Earnings: Beat, Raised, Going Nowhere
Dell Q2 2026 earnings beat on revenue and EPS with guidance raised. Why is DELL stock down and how do traders play the post-earnings drift?
Three Numbers That Will Decide AVGO This Earnings Week
Broadcom Q3 2026 earnings preview: AI chip revenue, VMware margins, guidance tone, and a defined-risk options strategy for elevated IV.
FRO Stock Dividend 2026: A Record Quarter at the Peak?
Frontline Q2 2026 earnings hit a record high, but VLCC rates are softening and OPEC+ supply is rising. Here's how to read the cycle — and trade it.
Beat, Raise, Slide: Inside the MRVL Earnings Selloff
Marvell beat Q2 estimates and raised guidance — yet MRVL is selling off. Here's why, which metric matters, and two options strategies to trade it.
BBY Beats, Stock Falls: Retail's Oldest Trap Strikes Again
Best Buy beat EPS and raised guidance — then sold off. Learn why stocks drop after beats and how to trade implied volatility crush with a bear call spread.
CrowdStrike Earnings 2026: Both Bellwethers Blew Out
CrowdStrike Q2 blowout and Okta's 20% pop confirm the AI cybersecurity theme. Chart levels, BUG ETF exposure, and a CRWD bull put spread breakdown.
ANF Earnings Q2 2026: One Bright Spot in a Fraying Sector
ANF earnings Q2 2026 beat on comps and margin while peers warn. Bull call spread, long ANF/short XRT, and the holiday risk traders must price now.
Zoom Q2 Miss: Consumer SaaS Cracks, Enterprise Holds
ZM dropped 3.7% on 2.4x volume after Zoom's Q2 miss. We break down NRR, consumer churn, Q3 guide vs consensus, and the bear call spread setup.
DKS Earnings 2026: Dick's 15% Gap Is a Sector Warning
DKS gapped 15% lower after slashing its 2026 outlook. Nike contagion risk, XRT bearish trade, and how a bear put spread works post-gap.
Pets vs. Livestock: How to Trade Zoetis Earnings
Zoetis Q2 2026 split companion animal and livestock. Here's the one metric that moves ZTS and a bull put spread structure for the setup.
Salesforce Q2 2026 Earnings: Three Numbers, One Question
Three numbers decide Salesforce Q2 2026 earnings tonight: subscription growth, RPO, and Agentforce paid seats. Plus a bull put spread and bear call spread setup.
Estee Lauder: Buy the Margin Pledge or Fade?
EL surged on a margin pledge but sits 60% off peak. Is Estee Lauder stock a buy in 2026? Chart levels, China risks, and options trades for both sides.
Morgan Stanley Resets NVDA: Earnings Options Strategy Guide
Morgan Stanley reset its Nvidia price target. Here's how to trade NVDA earnings — call spread vs straddle, key levels, and the guidance-miss bear case.
Walmart Q2 2026 Earnings: Trading the Bellwether Before the Bell
WMT reports Q2 2026 earnings pre-market. What analysts expect, how XRT/XLP react to a beat or miss, and the iron condor vs bull put spread analysis.
Home Depot CEO Medical Leave Creates a Two-Catalyst Trade
HD's CEO takes medical leave before earnings. Here's what that means for implied volatility, the covered strangle setup, and the three numbers to watch.
GILD Stock: Buy or Sell After Q2 Earnings?
Gilead Q2 is in. Biktarvy holds, lenacapavir looms, 4%+ dividend yield cushions. Chart levels, dividend safety, and an options playbook for GILD traders.