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This newsletter, The Earnings Edge, is your new go-to for fast, sharp insights on who’s crushing it this earnings season—and who’s flopping. But if this isn’t your thing, no worries. Just click the unsubscribe link at the bottom and you’ll be removed from this new series (you’ll still get your regular updates from us).
Beyond the numbers, earnings reports reveal the drama of how companies navigate market challenges. Today, we’re breaking down the biggest beats, surprising misses. Whether you're looking for growth stories or warning signs, earnings season delivers it all. Remember, what happens today could set the stage for opportunities—or risks. And don’t miss out on today’s pre-hours action—some big players will be sharing their results early, and the market could shift quickly. Let’s dig into the story behind the earnings.
Major Earnings Before Opening Bell
Here are some key companies releasing earnings before the market opens on Wednesday.
Endava plc ADR (DAVA)
EPS Estimate: $0.31, showing a 40.91% year-over-year increase.
Revenue Forecast: $197.84M, up compared to last year’s $174.37M.
Earnings Reaction History: Of the past 6 earnings releases, DAVA retire in 4 of them, with a -3.76% dip in September 2024. Post-earnings volatility averaged -0.69%.
Arcos Dorados Holdings Inc (ARCO)
EPS Estimate: $0.13, representing a -7.14% decrease from last year.
Revenue Forecast: $1.12B vs $1.08B reported a year ago.
Earnings Reaction History: In its last 6 reports, 4 of the next-day sessions were lower, including a -4.68% drop in August 2024. Regardless of direction, the stock averaged a post-earnings swing of -0.81%.
Tower Semiconductor Ltd (TSEM)
EPS Estimate: $0.38, down -17.39% compared to last year.
Revenue Forecast: $358.09M, up from $327.24M a year earlier.
Earnings Reaction History:In the last 6 reports, TSEM stock experienced a balanced mix of gains and losses the next day, with three sessions higher and three lower. On average, earnings swings were around -0.09%.
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Upcoming Earnings Reports
Below is a list of notable companies reporting earnings today.
Ticker | EPS | Revenue | ST Score |
|---|---|---|---|
DDS | $9.25 | $1.54B | 63.0 |
DE | $5.64 | $10.79B | 56.0 |
BAP | $5.44 | $1.51B | 56.0 |
NTES | $13.86 | $28.41B | 51.0 |
AMAT | $2.31 | $7.12B | 48.0 |
Tuesday's Top Beats
Here are the top earnings beats from recent reports:
Humacyte Inc (HUMA)
EPS: -$0.08, beating estimates by 61.25%.
Revenue: $517K, failing expectations by -32.4%.
Market Reaction: HUMA shares rose by 31.06% following the earnings report.
Perion Network Ltd (PERI)
EPS: $0.11, reflecting a positive earnings surprise of 25.71%.
Revenue: $89.34M, beating estimates by 2.93%.
Market Reaction: PERI stock price rose by 13.38% following the report.
Silicon Laboratories Inc (SLAB)
EPS: -$0.08, exceeding expectations by 10.89%.
Revenue: $177.71M, surpassing estimates by 0.14%.
Market Reaction: SLAB stock price increased by 5.73% after the announcement.
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Tuesday's Top Miss
While some companies exceeded expectations, others fell short. Here’s a look at Tuesday’s top earnings miss:
Legend Biotech Corp ADR (LEGN)
EPS: -$0.54, missing analyst estimates by -112.60%.
Revenue: $195.05M, slightly over the target by 0.72%.
Market Reaction: Post earnings, LEGN stock dropped -4.01%.
Flowco Holdings Inc (FLOC)
EPS: $0.24, underperforming estimates by -23.69%.
Revenue: $192.35M, coming in -3.0% below analyst projections.
Market Reaction: FLOC shares dipped -12.52% following the earnings release.
Paysafe Limited (PSFE)
EPS: $0.34, missing estimates by -12.20%.
Revenue: $401M, falling short of expectations by -0.87%.
Market Reaction: PSFE stock price dropped by -15.14% post earnings release.
The Aftermath of Earnings Day!
The market is an ever-evolving beast, and today's earnings reports have already set the tone for tomorrow’s moves. How will you position yourself? As the bell rings on another day, don’t forget to revisit these key reports and prepare for the next wave of opportunities. We'll see you on the other side of the earnings jungle!
Till next time,
Stocks Telegraph Team
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