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Source document· February 6, 2026

Earnings live: Amazon stock sinks, Philip Morris retreats, Reddit spikes as Wall Street focuses on guidance

View original at finance.yahoo.com
Earnings live: Amazon stock sinks, Philip Morris retreats, Reddit spikes as Wall Street focuses on guidance The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar…
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  • If 11.9% EPS growth holds, it would represent the 10th consecutive quarter of annual earnings growth for S&P 500 and fifth consecutive quarter of double-digit growth

    80% confidence
  • E.l.f. Beauty expects full-year 2026 EPS of $3.05-3.10

    80% confidence
  • Eaton's backlog just keeps growing due to AI hyperscaler demand

    80% confidence
  • E.l.f. Beauty expects full-year 2026 sales of $1.6-1.61B

    80% confidence
  • Analysts were expecting 8.3% jump in EPS heading into reporting period, down from Q3's 13.6% earnings growth rate

    80% confidence
  • E.l.f. remains confident in ability to grow market share and deliver best-in-class growth in beauty

    80% confidence
  • Strategy should hold bitcoin despite price decline

    80% confidence
  • Despite continued impact of US tariffs, strong demand supported by product competitiveness has led to increased sales volumes

    80% confidence
  • Near-term handsets outlook is impacted by industry-wide memory supply constraints, but encouraged by end-consumer demand for premium smartphones

    80% confidence
  • Multi-tenant and new cloud players are more active than ever, and these projects will take years to complete

    80% confidence
  • GE HealthCare expects 2026 adjusted profit per share of $4.95-5.15

    80% confidence
  • Qualcomm expects fiscal Q2 adjusted diluted EPS of $2.45-2.65

    80% confidence
  • Philip Morris expects 2026 earnings per share of $7.87 to $8.02

    80% confidence
  • Peloton expects fiscal Q3 revenue of $605-625M, a 1% decline YoY

    80% confidence
  • Peloton expects fiscal Q3 subscriptions to decrease 8% YoY to 2.65-2.67M

    80% confidence
  • E.l.f.'s value proposition, powerhouse innovation and disruptive marketing engine continue to fuel the brands

    80% confidence
  • Hyperscalers reconfirmed their capex plans for 2026, which is great news supporting Eaton's projects

    80% confidence
  • Strategy's capital structure is stronger and more resilient today than ever before

    80% confidence
  • Wall Street analysts estimate an 11.9% increase in earnings per share for Q4 2025 for S&P 500 companies

    80% confidence
  • GE HealthCare expects 2026 revenue growth of 3-4% YoY

    80% confidence
  • Qualcomm expects fiscal Q2 revenue of $10.2-11B

    80% confidence

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Qualcomm Incorporated · eps2.78 USD
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What we're seeing
Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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