EPS

$FFIV has a 16.6B MC, 57M float, revenue up 7%YoY, EPS up 16% YoY, raised revenue guidance from 0-4% to 5-6%. One interesting note is services revenue up 37% YoY. Price action yesterday faded the rip, and although the chain is not super liquid, some strikes up and down have reasonable OI. The spread (as of yesterday), was not great but not the worst I’ve seen. Holding (5) long 2.20.26 300C. I’d rather buy further out but the OI isn’t there. Will hold until next Wednesday or +/- 20%.

Valero EPS and income up 4x from last year

HSBC projecting MU profits of $12b, or $10.60 eps for MU for Q2. 4 quarters of that times 13 for forward 20 for trailing, is $551 to $848. Hoping MU is $551 by April.

Just woke up I wonder how my Microsoft calls are doing! I saw they beat EPS! It must have gone up atleast 10%!

TSLA EPS just keeps dropping LOL

Tesla EPS are down -28% YOY LOL

gotta love how as long as TSLA has *anything* positive about earnings, it goes up meanwhile other places need to ass-blast everything in order to not drop MSFT slight softening in cloud growth, but beat on everything, -5% TSLA revenue miss? Doesn't matter because EPS beat, +5%

>Waste Management Non-GAAP EPS of $1.93 misses by $0.02, revenue of $6.31B misses by $80M #That's because only rich people throw their trash out these days. LMAO🤌

If META full year EPS is consistent with this quarter the shares would be $900 with a PE of 25. Insane.

1) The OpenAI investment added +$7.6B to net income (+$1.02 EPS) this quarter \- Microsoft says “net gains from investments in OpenAI” increased: Net income by $7.6B Diluted EPS by $1.0

Yeah it didn't lol. MSFT beat huge on EPS.

[$MSFT](https://x.com/search?q=%24MSFT&src=cashtag_click) | 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐐𝟐 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Revenue: $81.3B (↑17% YoY) | GAAP EPS: $5.16 | Adjusted EPS: $4.14 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Microsoft Cloud revenue surpassed $51.5B, reflecting strong enterprise and AI-driven demand. ➤ Commercial remaining performance obligation surged 110% to $625B, signaling long-term revenue visibility. ➤ Azure and other cloud services revenue grew 39%, driven by accelerated AI workload adoption. ➤ Productivity and Business Processes revenue rose 16%, led by Microsoft 365 and Dynamics 365 growth. ➤ Microsoft 365 Consumer cloud revenue increased 29%, reflecting strong subscriber engagement. ➤ More Personal Computing revenue declined 3%, impacted by lower Xbox content and services sales. ➤ Company returned $12.7B to shareholders via dividends and share repurchases, up 32% YoY. 𝐂𝐄𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: “We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises,” said Satya Nadella, Chairman and Chief Executive Officer of Microsoft. 𝐂𝐅𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: “Microsoft Cloud revenue crossed $50 billion this quarter, reflecting the strong demand for our portfolio of services,” said Amy Hood, Executive Vice President and Chief Financial Officer.

To quote Bubbles something is fucky with TSLAs eps beat when deliveries fell well short of expectations

BREAKING: [$TSLA](https://x.com/search?q=%24TSLA&src=cashtag_click) EARNINGS TSLA 4Q Revenue: $24.90B (vs. $25.11B est.) Miss TSLA 4Q Operating Income: $1.41B (vs. $1.32B est.) Beat TSLA 4Q Adj. EPS: $0.50 (vs. $0.45 est.) Beat

Elon buying more TSLA to prop it up. 0.5 EPS lmao

Tesla Q4 2025 Earnings $TSLA Adjusted EPS $0.50, est. $0.45 EPS $0.24, vs. $0.66 y/y Revenue $24.90B, est. $25.11B Operating income $1.41B, est. $1.32B Gross margin 20.1%, est. 17.1% Free cash flow $1.42B, est. $1.59B

*TESLA 4Q ADJ EPS 50C, EST. 45C

TSLA 50 cents EPS, definitely worthy of $1.4 trillion

MSFT REPORTED EARNINGS EPS of $4.14 beating expectations of $3.86 Revenue of $81.3B beating expectations of $80.3B

Microsoft Q2 2026 Earnings $MSFT eps est 3.92 EPS $5.16, est. $3.92 Revenue $81.27B, est. $80.31B Intelligent Cloud revenue $32.91B, est. $32.39B Azure & other cloud revenue ex-FX +38%, est. +38%

Meta Q4 2025 Earnings $META EPS $8.88, est. $8.19 vs. $8.02 y/y Revenue $59.89B, est. $58.42B Advertising revenue $58.14B, est. $56.79B Family of Apps revenue $58.94B, est. $57.47B Family of Apps operating income $30.77B, est. $30B Operating income $24.75B, +5.9% y/y Reality Labs revenue $955M, est. $962.7M Reality Labs operating loss $6.02B, est. loss $5.8B

*META 4Q AD REV. $58.14B, EST. $56.79B *META 4Q REV. $59.89B, EST. $58.42B *META 4Q EPS $8.88 VS. $8.02 Y/Y

Probably because it's forecasting lower EPS for the current quarter vs last quarter.

Its crazy they beat EPS by 300% and the stock goes down. I feel like I live in bizarro world

Why is ASML up when they missed on eps?

Hopy fucking EPS beat on GEV

Likely.  Very curious to see what they report and how it responds.  Feel like they need $6 eps or higher and forecast $6 or higher.  Which is quite higher than the $3.58 the forecasted.  May hedge my substantial MU position. 

Yahoo Finance is showing a +10% EPS surprise

Revs and EPS miss and green as fuck. Sounds about right.

>Texas Instruments GAAP EPS of $1.27 misses by $0.04, revenue of $4.42B misses by $20M. Stock up 4% in the after hours market. #LMAO🤌

NFLX trading at 22 forward PE while EPS growing 20% a year so undervalued ⏳⏳

UNH's Bagholder Call will cheer when the EPS gets beaten by 12 pens and they will moon it back to 325

PE is in the -700s and EPS is -.0600 so it’s safe to say they’ll probably keep dropping this month

What does this SLV company do? Is it a AI RAM manufacturer? What is the EPS?

my average is 91, not too bad forward PE 22, EPS growing 20% a year Undervalued

"The PEG ratio (P/E to 3-year forward EPS growth) of mega-cap tech has declined to just 1.4x, which matches the trough reached in 2022." - GS https://preview.redd.it/gigmq3aibpfg1.png?width=848&format=png&auto=webp&s=b12c19d32a579785d6a364535624c9599395ca4f

That isn't how it works. "Stagflation" is a myth, at least as it pertains to company earnings. Look at soaring EPS of S&P 500 during inflation in the 70s: https://i.imgur.com/JvAcAUi.png Nominal profits soared. Why didn't stock market go up? Because rates kept going up and up. This is a different Fed, they will not do that. Right now we have booming 9%+ nominal GDP growth and the money printer back on. People in cash will get utterly destroyed.

I think so.  I'm worried SNDK is ahead of itself with their forward PE.  If SNDK comes in with $5 or $6 eps, they are still at a 20 PE forward.  That's high for memory.  If it holds, then MU needs to be 15 or more.  If that's the case, MU to $500/sh. MU could dump or jump this week.

INTC capitalized on the AI hype WITH aid from uncle sam and still posted not EPS but LPS and you think last week's price is where it ought to be to reflect that? Think again.

I'd worry about 1/29.  If they hit $5+ eps they are still 20x forward PE on a formerly cyclical stock.  (20 x $5 x 4).  If it hits.  Awesome.  The better asymmetric risk is MU at only 12x forward.  Not sure why SNDK is so high.  Hope they kill it so MU gets the bump.

I mean they beat on EPS but otherwise dogshit numbers. I bought 50Ps so I’d like to see it at 47 at open but it’s fighting 50 hard

EPS up bigly I assume? Yeah guidance was...not the best though

INTC 92% Beat on EPS down 40%. Shit is trash.

Intel beating EPS was not on my bingo card

3 minutes ago. 0c EPS vs 8c expected. Q1 revenue guidance wasn’t enough 11.5-12.8B vs 12.7 expected

Intel Q4’25 Earnings Highlights 🔹 Adj. EPS: $0.15 (Est. $0.08) 🟢 🔹 Revenue: $13.7B (Est. $13.41B) 🟢; -4% YoY 🔹 Adj. Gross Margin: 37.9%; -4.2 ppts YoY Q1’26 Guidance 🔹 Revenue: $11.7B to $12.7B (Est. $12.56B) 🔴 🔹 Adj. EPS: $0.00 (Est. $0.05) 🔴 🔹 Adj. Gross Margin: 34.5% (Est. 36.5%) 🔴 Segment Trends (Q4 YoY) 🔹 CCG (Client): $8.2B; DOWN -7% YoY 🔹 DCAI: $4.7B; UP +9% YoY Commentary 🔸 Intel said supply is expected to be tightest in Q1, improving in Q2 and beyond, and highlighted first products on Intel 18A as a milestone.

Intel Q4 2025 Earnings $INTC Adjusted EPS $0.15, est. $0.087 Revenue $13.67B, est. $13.43B