Lennar Falls as Q3 Profit Halves to $284M and Margins Shrink
Lennar reported Q3 2026 net income of $284 million, down 52% YoY, as 6.8% mortgage rates forced builder incentives and squeezed gross margins to 15.8%.
earnings season
Advance Auto -24%: EPS Beat, Guide Raised, DIY Cracked
Advance Auto Parts crashed 24.55% on August 20 even after beating on EPS and raising 2026 guidance. Here’s what actually broke — and what it means for the consumer trade.
AppLovin Drops 19% on Q2: Ad-Tech Growth Story Cools
AppLovin fell nearly 20% after Q2 2026 revenue growth slowed to 53% and Q3 guidance implied further deceleration to the mid-40s.
Whisper Numbers and PEAD: Why Beats Drift After Earnings
What earnings whisper numbers are, what post-earnings announcement drift (PEAD) is, and why a ‘beat’ sometimes sends a stock lower.
Dell Surges 35% on AI Boom: $51B Backlog, $60B FY27 Outlook
Dell Q1 FY27 posts record $43.8B revenue (+88%), AI server revenue jumps 757%, backlog hits $51.3B. FY27 AI guide raised to $60B.
Flex Surges 35% on Q4 Earnings Beat and AI Spin-Off Plan
Flex Ltd. jumps 35% after a blowout Q4 FY2026 with $7.5B revenue and announcing a spin-off of its fast-growing AI data center segment.
Sterling Infrastructure Surges 50% on Blowout Q1 Earnings
STRL soared nearly 50% after Q1 2026 revenue jumped 92% to $826M on AI data center demand. Sterling raised its full-year 2026 outlook as e-infrastructure boom accelerates.
Palantir Q1 2026: Revenue Surges 85%, U.S. AI Demand Doubles
Palantir smashes Q1 2026 estimates with $1.63B revenue (+85% YoY), $0.33 EPS beat, U.S. revenue up 104%, and FY 2026 guidance raised to $7.66B.
Intel Surges Past $100 on Best Month in 55-Year Nasdaq History
Intel’s stock more than doubled in April 2026 — its best month in 55 years — as Q1 earnings beat expectations and AI server CPU demand rewrites the semiconductor narrative.
Roblox Drops 18% Despite Revenue Beat as Child Safety Costs Weigh
Roblox Q1 2026 revenue rose 39% to $1.44B, but widening losses and a guidance cut tied to child safety measures sent shares tumbling 18% on May 1.