What changed after earnings
Post-earnings reports for every name we've published. What happened, so what, and what to do next. No sign-in required.
What happened
Earnings print, guidance, and price reaction in one place.
So what
Plain-English read on what changed and what the market is pricing.
What to do
Bull / base / bear scenarios plus holder vs watcher guidance.
All reports
12 post-earnings briefs, newest first
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AMATApplied Materials, Inc.Earnings Aug 13, 202686 · High convictionbase 45%AMAT’s 26.6% EPS miss triggered a 5.13% selloff despite long-term growth support
Applied Materials reported $2.48 EPS for the quarter ended July 31, 2026, versus $3.38 estimated, a $0.90 miss. Shares fell 5.13% to $507.11 on 12.5 million shares, while specific forward guidance was not provided in the payload. The setup shifted toward execution risk: AMAT retains 34.85% expected next-year EPS growth and a 30.13% operating margin, but trades at 43.74x trailing earnings and remains exposed to slower systems shipments and estimate reductions.
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LITELumentum Holdings Inc.Earnings Aug 12, 202678 · High convictionbull 50%Lumentum rose 5.18% after an in-line EPS print, keeping AI-growth expectations intact but valuation risk elevated.
Lumentum reported June-quarter EPS of $2.64 versus $2.62 estimated, an in-line result. Shares rose 5.18% to $926.03 on August 14, while forward P/E remained 43.91 versus a 26.39 sector average. No company guidance or post-earnings news was provided.
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EATBrinker International, Inc.Earnings Aug 12, 202682 · High convictionbull 48%Brinker’s EPS was in line at $3.07 as shares eased 0.56%, leaving fiscal 2027 execution as the key catalyst.
Brinker reported $3.07 EPS for the quarter ended June 30, exactly matching consensus. Shares closed at $237.27 on August 14, down 0.56%; guidance specifics were not provided, while management’s forward focus remained fiscal 2027 execution and Chili’s demand.
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CSCOCiscoEarnings Aug 12, 202684 · High convictionbull 50%Cisco beat EPS estimates, but a 1.57% decline kept profitability concerns unresolved
Cisco reported fiscal fourth-quarter EPS of $1.08 versus $0.99 estimated, a 9.09% beat, while shares fell 1.57% to $111.69 on August 14. The forward thesis remained mixed: AI demand and order delivery supported growth, but hardware mix could widen the margin gap if services stayed flat. Guidance details were not provided in the payload.
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ECGEverus Construction Group, Inc.Earnings Aug 11, 202678 · High convictionbull 50%Everus rose 2.55% after August 11 results as raised guidance supported its growth narrative
Everus Construction Group reported its June-quarter results on August 11. Actual EPS was unavailable in the supplied data, so no beat or miss is asserted. The post-earnings setup remained constructive: shares rose to $141.00 on August 14, while TTM revenue growth was 29.7% and management reportedly raised guidance. Execution risk remained centered on construction delays, cost overruns, and weaker project demand.
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ARMKAramarkEarnings Aug 11, 202684 · High convictionbull 40%Aramark beat EPS estimates, but valuation and thin margins leave execution as the next test
Aramark reported $0.52 EPS for the quarter ended June 30, beating the $0.48 estimate by 8.3%. Shares rose 2.12% to $62.40 on August 14, while the event-day reaction was unavailable. Forward growth expectations support the thesis, but a 4.31% operating margin, 1.96 debt-to-equity ratio, and RSI of 85.65 raise execution and valuation risks.
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OKLOOklo Inc.Earnings Aug 10, 202678 · High convictionbear 39%OKLO missed EPS estimates as commercialization progress remained ahead of financial proof
Oklo reported a $0.28 loss per share for the quarter ended June 30, versus a $0.17 estimate, a 64.7% miss. The payload provides no forward guidance or post-earnings news. Shares rose 2.97% to $46.47 on August 13 but remained below the 50-day and 200-day moving averages, while funding needs and continued losses remained explicit risks.
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GPROGoPro Inc.Earnings Aug 10, 202678 · High convictionbase 45%GoPro missed EPS materially, while a 9.6% rebound left the sale-process thesis intact but unconfirmed
GoPro reported a $0.23 loss per share versus a $0.04 estimated loss on August 10. The stock later rose 9.6% to $0.6302 on August 13, despite weak operating indicators, including a -14.96% operating margin, -21.02% trailing revenue growth, and a 14.36% short float. The investment case remains primarily dependent on the strategic review outcome rather than demonstrated operating improvement.
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ESEESCO Technologies Inc.Earnings Aug 10, 202684 · High convictionbull 40%ESCO Technologies beat EPS estimates, but revenue conversion remained the key forward test
ESCO reported $2.20 EPS versus a $2.12 estimate, while shares were little changed at $300.83 three days after the print.
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DIODDiodes IncorporatedEarnings Aug 6, 202687 · High convictionbull 40%DIOD beat estimates and rallied 6.43%, but valuation still requires continued earnings growth
Diodes reported fiscal-second-quarter EPS of $0.70 versus $0.61 expected, a 14.8% beat, while shares rose to $105.07 on August 7. No explicit guidance figures or post-earnings news were provided; the forward debate centers on the scheduled third-quarter execution update, projected 77.6% next-year EPS growth, and a 56.6 trailing P/E.
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DDOGDatadog, Inc.Earnings Aug 6, 202682 · High convictionbull 50%DDOG: EPS miss met a rebound, but premium valuation remains exposed
Datadog reported $0.06 EPS versus $0.13 estimated, a 53.8% miss, while shares rose 1.99% to $233.85 on August 7 after a prior 19.02% decline.
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COPConocoPhillipsEarnings Aug 6, 202686 · High convictionbase 45%ConocoPhillips posted a 52.0% EPS miss, while shares rose 0.73% and remained above key moving averages
ConocoPhillips reported $1.42 EPS versus $2.96 estimated on August 6. The stock closed at $117.61 on August 7, up 0.73%; valuation support offset weak earnings growth, but the next-quarter production update remained the key forward test.
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