US markets live · August 5, 2026

Aeva beat Q2 estimates and launched a new AI data-center optical business, alongside a truck-ADAS win and a CFO transition.

Emergent BioSolutions beat Q2 revenue estimates and grew sales 66%, but cut its full-year guidance and booked a large impairment tied to its naloxone business.

NN delivered a clean beat-and-raise quarter, with sales up 19.3% and full-year guidance raised — a case where the price move doesn't line up neatly with the news.

Dave raised its full-year guidance above what analysts expected, yet the stock fell — GAAP profit actually dropped due to a large non-cash charge and ongoing litigation costs.

AppLovin beat on EPS but missed on revenue in Q2 2026 — and gave a Q3 revenue guide that came in below what Wall Street was expecting, on top of that miss.

IonQ shares fell after a Q2 2026 report that beat revenue estimates by 61% and included a raised full-year outlook — a beat-and-raise that the market sold anyway.

SGHT is down on the session with no new company-specific headline today. The move follows an FDA-clearance pop the day before that has now fully unwound.

A 19-quarter revenue decline streak just ended, but a deepening EPS miss — likely tied to an active acquisition roll-up — sent shares lower anyway.

Record revenue and a guidance raise driven by utility grid upgrades and data-center-linked electrification demand, seen from the equipment-rental side.

Subscription revenue growing twice as fast as the total, with 97 of the Am Law 100 already as customers.

Record test volume and a revenue beat, but reimbursement per test held flat — and management is naming that as the real constraint on earnings.

A beat on both lines, plus a full-year guidance raise across revenue and EPS that points to accelerating enterprise security budgets.

A beat and a guidance raise, alongside a new unified authentication platform built for the passkey era.

A real beat on procedure-volume growth, undone by a guidance raise too small to read as confidence.

Record revenue up 28.8%, but adjusted EBITDA up 54% and net income up 73.8% — profitability scaling faster than growth.

A beat on both lines, and a guidance raise where profitability guidance rose far faster than revenue guidance.

An inline quarter during a real AI-platform pivot, with management asking the market to wait until Q3 for the payoff to show up.

Industrial revenue fell overall, but aerospace, defense, and data-center infrastructure — both over 20% growth — carried the beat.

A decisive beat driven by data-center and construction diversification, undone by a withdrawn full-year guidance.

Revenue beat, but a net loss that nearly vanished and adjusted EBITDA that almost tripled tell the bigger story.

A beat on both lines, but the real signal is a second straight quarter of narrowing losses on the path to positive cash flow.

A major Medicare Advantage payor pulled back marketing spend — and eHealth's revenue depends directly on that decision.

A 510-basis-point margin beat couldn't offset organic revenue growth slowing to just 2.8%.

A guidance raise built on margin expansion even as the company actively recovers real tariff costs through pricing.

A severe EPS miss traced to Ichor's own component shortages, not to weaker demand from its semiconductor equipment customers.

A tax-credit-policy-driven guidance raise, plus $1.2 billion in new data-center energy infrastructure awards.

A beat on both lines and a record backlog, undone by gross margin erosion and a named tariff risk.

An EPS miss, but record segment revenue and an 18% adjusted EBITDA beat tied to real Permian infrastructure buildout.

A revenue and EPS miss that tests the LNG-linked natural-gas compression demand story the stock has been trading on.

A record quarter, a guidance raise built on two separate levers, and a company suddenly within a rounding error of breakeven.

A real miss on both lines, alongside a record $2.4 billion backlog built on AI-datacenter power orders.

A beat-and-raise with margin expansion to match — undone by investor concern over customer acquisition costs.

A revenue miss, a margin hit from old battery inventory, and a guidance cut built on three named execution misses.

A revenue miss, a EUR 63 million FX swing, and a guidance cut built on three separate named causes.

A record revenue beat, a guided growth deceleration, and an AI product line that won't move the needle this year.

A record backlog tied specifically to data center infrastructure demand is the number behind this beat, not just the quarter itself.

FILSPARI sales nearly doubled year over year, with new-patient volume still accelerating — a genuine demand story, not a cost-cut beat.

Upstart missed EPS by two cents — and rallied 13% because its newest lending segment just closed most of a five-fold unit-economics gap.

A beat-and-raise where the raise is anchored in the same semiconductor demand already showing up in the quarter.

Hut 8's headline loss is mostly an accounting artifact of Bitcoin's price — the actual mining business improved sharply.

Teradata beat Q2 estimates and rallied 7% intraday — then reversed to fall 18% afterhours on weak Q3 guidance.

FIS beat on EPS — and fell 13.5% because one merger's client fallout is now quantified in its guidance.

BrightView missed revenue by just 1% — operating margin cut nearly in half is what actually explains a 22% drop.

IPG Photonics' revenue matched estimates exactly — and the stock still jumped, because margin and free cash flow beat by a wide margin.

Grainger beat and raised guidance — and fell 5% anyway, because part of the raise was the same tariff-refund tailwind that inflated Dorman's numbers this earnings season.

Cummins missed on EPS despite record revenue — shares gapped down 7% at the open, then clawed back most of it by the close.

Options priced a 13% move for Snap's earnings. Within 15 minutes of the print, on real volume, the stock had already gotten there.

Astera Labs grew revenue 104% YoY — and guided for sequential growth to get even faster, not slower.

Arista beat EPS by 15% and grew revenue 37.7% — its fifth straight beat, and the stock moved just 3%.

Options priced a 10.1% earnings move for Palantir. The stock delivered nearly 3x that by the close.

Whirlpool posted a GAAP profit and a non-GAAP loss in the same quarter — a $139 million stake sale explains almost all of the gap.

BioNTech's revenue fell roughly 60% and guidance was cut — but the stock didn't budge, because the market stopped valuing it on COVID vaccine sales a while ago.

Zebra grew margin through the same memory-chip shortage that's squeezing other hardware makers — and raised guidance on it.

IFF's revenue looked like it cratered 29% — but a $4.3 billion pending divestiture explains almost all of the gap, and organic growth actually beat estimates.

JELD-WEN's GAAP loss got worse year over year, and North America revenue fell — but the stock rose 25.69% on adjusted metrics and Europe's rebound.

Backblaze beat estimates and raised guidance — but the real story is a disclosed $335 million CoreWeave deal validating its AI-storage pivot.

Voyager beat estimates and raised guidance — and its record backlog now includes a newly closed lunar-lander acquisition.

Adeia raised its long-term revenue target and closed a Google renewal — but didn't raise this year's guidance, and that's what the stock reacted to.

Workiva raised full-year guidance 16% above consensus and the stock moved five cents — because two analysts cut their valuation estimates the same week.

BellRing beat its revenue estimate by 3.7% and the stock still fell 1.54% — because the profitability guide missed by a wide margin.

AdaptHealth's adjusted EPS was $0.08. Its GAAP EPS was a $0.99 loss. The stock fell 38.04% on the guidance cut underneath both.

Kratos has now raised full-year guidance twice in three months, each time after beating estimates by a wide margin.

Inspire's guidance barely moved from May's cut — but the stock jumped 22.8% anyway.

Six months after phase one of a NIVEA turnaround, NIVEA sales are still falling — so Beiersdorf just funded a bigger phase two.

A $16 million asset sale doesn't normally move a stock 230% — it did because of how distressed Hydrofarm's balance sheet already was.

Dorman's gross margin jumped 5.5 points — because of a one-time tariff-cost recovery, not a structurally cheaper cost base.