Can Snowflake (SNOW) Earnings Live Up To High Expectations Amid Valuation Worries?
$Snowflake(SNOW)$ is scheduled to announce its financial results for the first quarter of fiscal 2026 on 21 May 2025. The consensus EPS forecast for Q1 2026 is $0.21. Analysts expect product revenue to be around $961 million, slightly above Snowflake's guidance. Snowflake (SNOW) Last Positive Earnings Call Saw Share Price Gain 8.92% Snowflake had a positive earnings call on 26 Feb 2025 which saw the share price went up by 8.92% since. The earnings call highlighted strong revenue growth, high net revenue retention, significant product innovation, and expanded AI capabilities. However, there were challenges, including large customers exceeding contract capacity and needing to purchase on-demand, slower projected growth for Q1 due to leap year effect
Mixed Market Performance Staged A Rally. Love It Or Hate It?
We saw the stock market in mixed sentiment, with S&P 500 climbed 0.72% while the Nasdaq Composite rose 1.61%, building on the week's earlier successes. DJIA did not participate in the rally, declined by 0.64% instead dragged by UnitedHealth's (UNH) steep decline of 17.8%. UNH’s stock dipped significantly after CEO Andrew Witty announced his resignation for personal reasons, and the firm suspended its 2025 guidance, citing unexpected increases in medical expenses. Something which is comforting is that despite uncertainties highlighted by UnitedHealth's decision, it did not trigger widespread selling across the market. SPY and QQQ Put In Another Day Of Green We saw the $SPDR S&P 500 ETF Trust(SPY)$ and $I
$Palantir Technologies Inc.(PLTR)$ can it continue to shine with strong momentum moving forward? Corporates should be coming with higher budgets for AI tech.
Home Depot (HD) Continued Pressure in Large Projects To Show In Earnings
$Home Depot(HD)$ is scheduled to release its fiscal Q1 2025 earnings before the market opens on Tuesday, May 20, 2025. EPS Forecast: The consensus EPS forecast based on analysts' estimates is around $3.59. This is slightly lower than the $3.63 reported for the same quarter last year, representing an expected year-over-year decrease of approximately 1.1%. Revenue: While a specific revenue consensus for Q1 2025 is not as prominently featured in the immediate search results, it is implied that analysts will be looking for performance relative to previous trends and any guidance the company might have offered in prior communications. Comparable Sales: This will be a closely watched metric, indicating the health of Home Depot's core retail operations. An
Did Nvidia Benefit From The Trade Tariffs Pause (At Least For 90 Days)?
From two days of trading since the weekend announcement of the reported agreement between China and the US to ease tariffs for 90 days as trade war talks extended on 12 May 2025. We have seen that Nvidia looks likely to benefit, at least indirectly. Two days of tradings have seen $NVIDIA(NVDA)$ stock price surged by over 5% on Monday (12 May) and Tuesday (13 May). In this article, I would like to share on why Nvidia would likely be benefitting at least indirectly. I am holding my positions in Nvidia for long term. Market Sentiment: The news of easing trade tensions generally boosts overall market sentiment, particularly for technology stocks that have been sensitive to trade war concerns. Nvidia, being a leading tech company, often moves with broa
Palo Alto Networks (PANW) Earnings Will Focus On RPO, NGS ARR and Profitability
$Palo Alto Networks(PANW)$ is scheduled to release its fiscal Q3 2025 earnings (for the quarter ending 30 April 2025) on Tuesday, 20 May 2025, after the U.S. markets close. Revenue: Palo Alto Networks provided guidance for total revenue in the range of $2.26 billion to $2.29 billion, representing year-over-year growth of 14% to 15%. The consensus revenue forecast from analysts is around $2.279 billion. Non-GAAP EPS: The company expects diluted non-GAAP net income per share to be in the range of $0.76 to $0.77. The consensus EPS forecast from analysts is $0.359 or $0.41, depending on the source. It's important to note the difference and that company guidance is often more reliable. Next-Generation Security (NGS) ARR: Palo Alto Networks anticipates
Will Amazon (AMZN) Stage Continuation Of A "Bull Run"?
The 8% gain experienced by Amazon (AMZN) on 12 May 2025, is a significant one-day jump, and as an investor of $Amazon.com(AMZN)$ stock, I have been seeing how Amazon have been trying to push higher but not able to do so. So in this article, I would like to explore whether this one-day jump could signals the continuation of a "bull run" for Amazon. There are several factors we need to consider for. Let us deduce them one by one. Reasons for the May 12th Gain Market-Cap Gains: Amazon, along with Apple, significantly contributed to the "Magnificent Seven's" over $830 billion increase in market capitalization on that day. This suggests broad positive sentiment towards major tech companies. Partnership with FedEx: Amazon announced a new partnership wit
Take-Two (TTWO) Earnings To Watch Net Bookings Guidance For Fiscal 2026
$Take-Two(TTWO)$ is scheduled to report its fiscal Q4 2025 earnings (which is for the quarter ending March 31, 2025) on Thursday, 15 May 2025, after market close. A conference call to discuss the results will follow. EPS Forecast: According to Zacks Investment Research, the consensus EPS forecast based on 8 analysts is $0.69. Tipranks suggest the consensus EPS forecast to be $1.10 per share. Revenue Forecast: The consensus revenue forecast is $1.55 billion. Net Bookings Guidance: Take-Two has provided guidance for Net Bookings in fiscal Q4 2025 to be between $1.484 billion and $1.584 billion. Take-Two Interactive Software (TTWO) Last Positive Earnings Call Saw Share Price Risen By 23.58% TTWO had a positive earnings call on 06 Feb 2025 which saw i
Quantum Computing (QUBT) Continual Gross Margin Improvement To Watch In Earnings
$Quantum Computing Inc.(QUBT)$ is scheduled to release its fiscal Q1 2025 earnings on Thursday, 15 May 2025, after market close, with a conference call and webcast to follow at 4:30 p.m. Eastern Time. EPS Forecast: Analysts are currently forecasting an Earnings Per Share (EPS) of -$0.07 for Q1 2025. Revenue Forecast: The consensus revenue forecast for Q1 2025 is $300,000. Quantum Computing (QUBT) Last Neutral Earnings Call Saw Share Price Rise Significantly 23.14% Quantum Computing had a neutral earnings call on 20 March 2025 which saw its share price rise significantly by 23.14% since. The earnings call highlighted significant partnerships and financial strengthening, particularly with NASA and the photonic chip foundry. However, challenges were
Bullish Call Noted But What's Next After US-China 90-Day Tariffs Cut?
The recent 90-day tariff reduction agreement between the U.S. and China marks a significant de-escalation in their trade tensions. Under this deal, the U.S. has lowered tariffs on Chinese imports from 145% to 30%, while China has reduced tariffs on U.S. goods from 125% to 10%. This move aims to prevent further economic decoupling and foster more balanced trade relations. Market Reactions Financial markets have responded positively to the announcement. U.S. stock futures surged, with the S&P 500 and Nasdaq climbing up to 3.5%. The U.S. dollar strengthened, and 10-year Treasury yields rose, indicating increased investor confidence. U.S. Dollar Price Today As investors digest positive trade-related developments, the market focus now shifts to the release of the latest US inflation figures
Watch Bitfarms (BITF) Bitcoin One Strategy For Its Upcoming Earnings
$Bitfarms Ltd.(BITF)$ is scheduled to report its first quarter 2025 financial results on Wednesday, 14 May 2025, before the market opens. Management will also host a conference call on the same day at 8:00 a.m. ET to discuss the results. EPS (Earnings Per Share): According to Zacks Investment Research, based on 3 analysts' forecasts, the consensus EPS forecast for Q1 2025 is $-0.04. This compares to a reported EPS of $-0.02 for the same quarter last year (Q1 2024). Tipranks could not provide any consensus EPS forecast. Bitfarms (BITF) Last Positive Earnings Call Saw Share Price Increase By 9.09% Bitfarms had a positive earnings call on 27 March 2025 which saw its share price increased by 9.09% since. The earnings call reflects a positive transform
Tencent (TCEHY) Earnings Expected To Show Solid Growth Driven By Gaming and Advertising
$Tencent Holding Ltd.(TCEHY)$ is scheduled to release its fiscal Q1 2025 earnings on Wednesday, 14 May 2025, Revenue: Analysts are generally forecasting Q1 2025 revenue to be around CNY 175.4 billion to CNY 175.55 billion, which would represent an approximate 10% year-over-year increase. Some estimates also point to an average revenue of USD 24.15 billion. Earnings Per Share (EPS): Estimates for EPS are in the range of CNY 5.588 to CNY 5.59, suggesting a significant year-over-year growth of around 27.4%. In USD terms, the average EPS estimate is around USD 0.881, a substantial increase from the USD 0.623 to USD 0.73 reported in the same quarter last year. Adjusted Net Profit: Brokers are optimistic, expecting Tencent's adjusted net profit for Q1
KE Holdings (BEKE) Earnings To Show Ability To Navigate Challenging Chinese Real Estate
$KE Holdings Inc.(BEKE)$ is scheduled to report its unaudited financial results for the first quarter of 2025 before the U.S. market opens on Thursday, 15 May 2025. The company's management will 1 also hold an earnings conference call at 8:00 A.M. U.S. Eastern Time on the same day (8:00 P.M. Beijing Time). Revenue: Consensus forecasts for revenue in Chinese Yuan (CNY) range approximately from CNY 18.4 billion to CNY 21.3 billion. One set of estimates based on 3 analysts projects revenue around CNY 20.76 billion to CNY 21.31 billion, with the latter figure suggesting a potential year-over-year growth of around 30%. In U.S. dollar terms, one source indicates a sales forecast for the "next quarter" (presumably Q1 2025) at around USD 3.13 billion (wit
Oklo Inc. (OKLO) Earnings High Expectations Might Create Price Volatility
$Oklo Inc.(OKLO)$ is expected to release its fiscal Q1 2025 financial results and provide a business update on Tuesday, 13 May 2025, after the market closes. Following the release, the company will host a conference call and webcast at 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time) to discuss the results. Earnings Per Share (EPS): The consensus analyst forecast for Oklo's Q1 2025 EPS is approximately -$0.11. This would represent a significant improvement compared to the -$4.79 EPS reported in the same quarter of the previous year (Q1 2024). Some estimates had previously been around a loss of $0.09 per share but have slightly deteriorated in the past 60 days. Revenue: Oklo is a development-stage company and is not expected to report any revenue fo
Nvidia's China Chip Strategy - Tightrope Walk with Share Price Implications
$NVIDIA(NVDA)$ 's recent efforts to modify its AI chips for export to China, in compliance with tightened U.S. export restrictions, present a complex scenario for its share price. While these moves aim to preserve access to a critical market, the overall impact on the stock is subject to a variety of counteracting forces, making a "significant benefit" uncertain and dependent on numerous factors. The Modified Chips and Market Access: Facing stringent U.S. export controls aimed at limiting China's access to advanced semiconductor technology, Nvidia has been compelled to design less powerful versions of its AI chips for the Chinese market. Notably, the H20 chip, itself a product of earlier restriction compliance, is reportedly being further d
Sea Limited (SE) Earnings Update On Financial Services And Shopee Strategy Moving Forward
$Sea Ltd(SE)$ the Southeast Asian internet giant, is slated to announce its fiscal first-quarter 2025 financial results on Tuesday, 13 May 2025, before the U.S. market opens. Market analysts are forecasting significant year-over-year growth for Sea Limited in Q1 2025. The Zacks Consensus Estimate for earnings is pegged at $0.93 per share, a substantial increase from the $0.21 per share reported in the same quarter of the previous year. Tipranks is providing the consensus EPS forecast at $0.81 per share. Revenue projections are also optimistic, with a consensus estimate of $4.91 billion, suggesting a robust 29.7% increase year-over-year. However, it is worth noting that Sea Limited has a history of missing Zacks Consensus Estimates in the trailing fo
Can Crypto Stocks Start Rally Now That Bitcoin At New Highs?
As of early May 2025, there are indeed strong indications that the cryptocurrency market, led by Bitcoin, is experiencing a significant uptick, with many analysts discussing the potential for a new rally. Potential Drivers for a Rally Renewed ETF Inflows: After a temporary slowdown, U.S. spot Bitcoin ETFs are reportedly seeing renewed inflows, indicating sustained institutional interest. BlackRock's Bitcoin ETF has been noted for its rapid growth. $iShares Bitcoin Trust(IBIT)$ Supply Dynamics: The supply of Bitcoin on centralized exchanges has reportedly dropped to its lowest level since December 2021, suggesting a trend of investors moving BTC to self-custody for long-term holding, which typically reduces selling pressure. Regulatory Developments
Market Turn Positive With Encouraging Trade Development
On Thursday (08 May), we had the announcement of a trade agreement with the UK by the Trump administration, this has given hopes for similar agreements with other nations, which could possibly reduced the fears and impact of tariffs on the global economy. Commerce Secretary Howard Lutnick confirmed that the 10% baseline tariff would remain, while the UK committed to purchasing $10 billion worth of Boeing (BA, Financial) aircraft. Possible Reduced Tariffs On China If Meeting Successful President Trump, during a media interaction, mentioned that the US is on the brink of securing further deals with other countries. He hinted at the possibility of reducing tariffs on China if the upcoming weekend meeting is successful, and indicated a potential conversation with President Xi thereafter. Later
Walmart (WMT) Strategic Initiatives To Watch In Its Earnings
$Wal-Mart(WMT)$ is scheduled to announce these results for fiscal Q1 2026 on Thursday, 15 May 2025. Earnings Per Share (EPS): Analysts, on average, expect Walmart to report an adjusted EPS of around $0.58. This would represent a slight decrease from the $0.60 per share reported in the same quarter of the previous fiscal year (Q1 FY2025). Some forecasts range between $0.57 and $0.59 per share. Revenue: Revenue is anticipated to be approximately $164.58 billion, which would be about a 3% increase year-over-year. Some estimates go as high as $165.52 billion. Walmart (WMT) Last Positive Earnings Saw Share Price Decline By 6.06% Walmart had a positive earnings call on 20 Feb 2025 but the share price had declined by 6.06% since. Walmart had a strong quar