IBM

ARMONK, N.Y., July 8, 2026 /PRNewswire/ -- IBM (NYSE: IBM) will hold its quarterly conference call to discuss its second-quarter 2026 financial results on Wednesday, July 22, 2026 at 5:00 p.m. ET. The live webcast of the earnings call can be accessed at www.ibm.com/investor. Please also visit the investor website for the earnings press release prior to the webcast. A replay, associated charts and prepared remarks will be available after the event. Media contact: Timothy [email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/ibm-to-announce-second-quarter-2026-financial-results-302820919.html

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering IBM (IBM), which belongs to the Zacks Computer - Integrated Systems industry. When looking at the last two reports, this technology and consulting company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 4.96%, on average, in the last two quarters. For the last reported quarter, IBM came out with earnings of $1.91 per share versus the Zacks Consensus Estimate of $1.81 per share, representing a surprise of 5.52%. For the previous quarter, the company was expected to post earnings of $4.33 per share and it actually produced earnings of $4.52 per share, delivering a surprise of 4.39%. For IBM, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. IBM has an Earnings ESP of +1.33% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 22, 2026. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss. Many companies end up beating the co...

Micron (MU) came out with quarterly earnings of $25.11 per share, beating the Zacks Consensus Estimate of $21.39 per share. This compares to earnings of $1.91 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +17.39%. A quarter ago, it was expected that this chipmaker would post earnings of $8.8 per share when it actually produced earnings of $12.2, delivering a surprise of +38.64%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Micron, which belongs to the Zacks Computer - Integrated Systems industry, posted revenues of $41.46 billion for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 12.91%. This compares to year-ago revenues of $9.3 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Micron shares have added about 268.5% since the beginning of the year versus the S&P 500's gain of 7.6%. While Micron has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Micron was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It wi...

McDonald’s (MCD) recently partnered with Alphabet's (GOOGL) (GOOG) Google to implement an AI-powered automated order-taking system at its drive-thru. The initiative called ArchIQ, still in the experimental phase, has currently been installed in just five branches in the U.S. Interestingly, this is not McDonald’s first attempt at using AI to improve its operations. The company had previously worked with IBM (IBM) to make a similar AI ordering system called AOT (Automated Order Taking), which failed because of its poor accuracy. This time around, the results appear to be more promising, with the five locations undertaking over a million transactions at around a 90% success rate. The strive for a change is part of McDonald’s new brand strategy, “McDonald’s > NEXT.” The Chairman and CEO, Chris Kempczinski, stated that the strategy will spur growth, productivity, and profitability across the chain’s locations. He believes that with competitors upgrading their menus, improving food quality, etc., they needed to keep up to remain the customers’ first choice. The CEO also claimed that with the staff having to interact less with the customers, the quality of the interactions is likely to go up, which he believes will improve the hospitality as well. Dear AST SpaceMobile Stock Fans, Mark Your Calendars for June 17 This Analyst Just Upped the Price Target on SanDisk Stock. Here's Why. Nvidia Chose This AI Cloud Stock Over Everyone Else. Here’s Why. Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Customers have so far shown a mixed reaction to AI taking their orders. Some say that the staff greeting them with a smile to take the order is part of the hospitality that the CEO says will improve. Another concern shown was that the AI taking your order was just the start, and that with time, even the cooking process will become AI-operated, and soon, many people will lose their jobs. This fear, however, is likely to be accepted by the public in due time, as AI progress does not show any sign of slowing down. Whether customers end up happier or not is an entirely different debate. McDonald’s, one of the world’s largest fast-food companies, serves through a staggering 45,000+ locations across the world. Founded in 1940, the company operates...

Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures. The company currently has a market capitalization of roughly $609 billion, generating $64 billion in trailing twelve-month revenue, with strong operational profitability ($21 billion in operating profit and $16 billion in net income). In recent weeks, Wall Street's focus has heavily centered on Oracle's staggering Remaining Performance Obligations (RPO) backlog, which recently hit a record $553 billion (up 325% year-over-year). This explosive forward revenue visibility is driven by relentless demand for Oracle Cloud Infrastructure (OCI) and the recent launch of AI-powered "Fusion Agentic Applications." However, this growth has come at a steep cost: the market is keeping a cautious eye on Oracle's capital expenditures, which surged to $39.2 billion over the first nine months of the fiscal year to support its AI infrastructure buildout. While the immediate stock reaction will ultimately depend on how Q4 results and forward guidance stack up against these high expectations, a detailed look at historical performance can give event-driven traders a clear edge. Notably, historical data shows exactly an equal chance — 50% — of a stock price rise or fall following Oracle's earnings announcements. Here is how you can use this data: either understand the historical odds and position yourself prior to the earnings announcement, or look at the correlation between immediate and medium-term returns post-earnings and enter a trade one day after the announcement. See the earnings reaction history of all stocks Individual stocks can be volatile, but markets aren't spared either. Think 2008 and 2020. Volatility happens. See how Trefis' Boston-based wealth management partner's asset allocation framework handled both. Some observations on one-day (1D) post-earnings returns: There are 20 earnings data points recorded over the last five years, with 10 positive and 10 negative one-day (1D) returns observed. In summary, positive 1D returns were seen 50% of the time. Notably, this percentage increases to 58% if we consider data for the last 3 years instead of 5. Median of the 10 positive...

A month has gone by since the last earnings report for IonQ, Inc. (IONQ). Shares have added about 37.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is IonQ due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. IonQ posted an adjusted loss of 34 cents per share compared with the Zacks Consensus Estimate of a loss of 26 cents. It delivered a negative earnings surprise of 44.8% for the quarter. Revenues totaled $64.7 million, up 755% year over year. The top line beat the Zacks Consensus Estimate by 30.2%. IONQ’s first-quarter revenue strength was supported by an expanding commercial footprint. Management said approximately 60% of revenues came from commercial customers, while international customers accounted for 35%. The quarter also highlighted IonQ’s push beyond standalone computing. More than one-third of the top-line figure was generated from multi-product sales, reflecting traction across its platform that spans computing, networking, sensing and security. Gross profit was $15.41 million for the first quarter of 2026, up 374.2% from $3.25 million a year ago. Gross margin contracted 1,913 bps to 23.8%, caused by a 1,041.4% surge in the cost of revenues. Sales and marketing expense rose 241.9% year over year to $29.4 million. General and administrative expense increased 272.2% to $88.6 million, while research and development costs climbed 214.7% to $125.7 million. IONQ reported an operating loss of $271.51 million, wider than the year-ago quarter’s $75.68 million loss. Despite the top-line beat, profitability metrics reflected continued investment levels. IonQ reported an adjusted EBITDA loss of $96.8 million for the first quarter. Management noted that adjusted EBITDA included costs associated with its commercial relationship with SkyWater, while the transaction remains pending. Excluding the SkyWater spend, the adjusted EBITDA loss would have been $85.0 million. IonQ ended the first quarter with substantial financial flexibility. Cash, cash equivalents, and investments totaled $3.1 billion as of March 31, 2026, providing ample capacity to support manufacturing expansion, deployments, and continued R&D and go-to-mark...

There's no denying the ongoing threat of cybersecurity attacks. The global average cost of a data breach in 2025 was $4.44 million, according to a report by IBM, and the threat grows with each passing year. Add to that the threat of hackers deploying artificial intelligence (AI) to gain access, and the stakes have never been higher. Cybersecurity has become a crucial consideration for every business -- and CrowdStrike Holdings (NASDAQ: CRWD) is one of the undisputed leaders in the field. The company's track record of consistent execution and strong business performance has fueled an impressive ascent. CrowdStrike stock has gained 394% over the past three years (as of this writing), driven by strong revenue and profit growth, thanks to growing demand for its cybersecurity solutions. In fact, since CrowdStrike's initial public offering (IPO) in mid-2019, the stock has soared from a debut price of $34 to more than $747, representing gains of 2,097%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » On Wednesday, in conjunction with its quarterly financial report, CrowdStrike announced plans for its first-ever stock split. This revelation has prompted investors to take a fresh look at the stock. Let's take a look to see what it means for investors. CrowdStrike announced that its board of directors had approved a 4-for-1 forward stock split, to be effected as a stock dividend -- meaning it doesn't require shareholder approval. Stockholders of record as of June 25, 2026, will receive three additional shares of stock for each share they own after the market close on Wednesday, July 1. The stock is expected to begin trading on a split-adjusted basis on July 2. CrowdStrike shareholders won't need to take any further action to receive the additional shares. Investment banks and brokerage firms will handle the details behind the scenes, and the additional stock will be added to investor accounts. The timing can vary from brokerage to brokerage, so the newly issued shares may not appear immediately on July 2. Rest assured, the additional shares will appear in due course. The math is relatively simple. For each share of CrowdStrike stock a shareholder owns -- currently trading for roughly $748 per share...

A month has gone by since the last earnings report for Advanced Micro Devices (AMD). Shares have added about 28.8% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Advanced Micro due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. AMD delivered strong first-quarter 2026 results, fueled by accelerating demand for AI infrastructure. Non-GAAP earnings were $1.37 per share, up 42.7% year over year, and beat the Zacks Consensus Estimate by 5.4%. Revenues climbed 37.8% year over year to $10.25 billion and beat the Zacks Consensus Estimate by 5.3%. Data Center revenue surged 57.2% year over year to a record $5.78 billion, underscoring the scale of the company’s AI-driven momentum. Data Center segment revenues reflect strong demand for EPYC processors and the continued ramp of Instinct GPUs. Management emphasized that AI adoption is driving demand not just for accelerators, but also for high-performance CPUs used for orchestration and as head nodes in AI systems. The company also pointed to broadening engagement across cloud and enterprise customers as AI workloads scale. Client and Gaming revenues increased 22.6% year over year to $3.61 billion, though it declined 9% sequentially, consistent with seasonal patterns. Within the segment, Client revenues grew 25.8% year over year to $2.89 billion, supported by a richer product mix and ongoing share gains across consumer and commercial PCs.Gaming revenues improved 11.3% year over year to $720 million, led by demand for Radeon GPUs, partially offset by lower semi-custom revenues at this stage of the console cycle. Management noted that it is planning for second-half demand to be pressured by higher memory and component costs, affecting both PCs and gaming. Embedded segment revenue rose 6.1% year over year to $873 million, reflecting strengthening demand across several end markets. The company also highlighted expanding design-win momentum, pointing to continued traction across aerospace and defense, communications, and test and measurement applications. This performance reinforced Embedded’s role as a stabilizing contributor as AMD scales higher-...

A month has gone by since the last earnings report for Seagate (STX). Shares have added about 35.3% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Seagate due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Seagate reported third-quarter fiscal 2026 non-GAAP earnings of $4.10 per share, beating the Zacks Consensus Estimate of $3.50 and exceeding the high end of management’s guidance of $3.40 (+/- 20 cents). The bottom line expanded 115% year over year and 32% sequentially on the back of the strong execution of its strategic objectives and effective use of the technology roadmap to support growing demand. Non-GAAP revenues of $3.11 billion exceeded the Zacks Consensus Estimate by 5.7%. Revenues also surpassed the high end of guidance, increasing 44% year over year. It is operating in a very strong demand environment, especially in data center markets. Management noted that the shift toward inference-driven workloads, agentic AI and multimodal applications is leading to exponential growth in data creation and storage needs. The March quarter witnessed steady growth in high-capacity nearline drive demand across global cloud and hyperscaler customers. Nearline products accounted for roughly 90% of total exabyte shipments, with capacity largely allocated through calendar 2027. Modern data centers increasingly need solutions that balance performance with cost efficiency, a trend that strongly favors Seagate’s roadmap. The company’s areal-density-driven strategy aligns well with the long-term growth of AI-generated data, suggesting sustained demand beyond short-term cycles. The company’s HAMR (Heat-Assisted Magnetic Recording) technology and Mozaic platform remain central to its long-term growth strategy. It began revenue shipments of Mozaic 4 in late March, which can deliver up to 44 terabytes per drive, representing more than 30% higher capacity compared with the first-generation drives. Seagate noted that Mozaic 4+ is projected to constitute the majority of its HAMR exabyte shipments exiting calendar 2026. With the development of Mozaic 5 underway, it targets to commence qualification shipments of the same in late calend...

Solid earnings and a resilient economy could keep the rally going—even if the Fed starts thinking about interest rate hikes.

This article first appeared on GuruFocus. Release Date: May 15, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Datavault AI Inc (NASDAQ:DVLT) has signed $800 million in tokenization contracts, tied to approximately $90 million in fees, which are expected to significantly impact 2026 revenue. The company has a strong balance sheet with $250 million in available funding, including $60 million from a recent private placement. Datavault AI Inc (NASDAQ:DVLT) is executing a spin-out of its Acoustic Science Division, which is expected to operate as a standalone entity with significant growth opportunities. The company has partnered with major players like IBM and Houlihan Loki, enhancing its technological capabilities and regulatory compliance. Datavault AI Inc (NASDAQ:DVLT) is positioned at the forefront of Web 3.0 technology, focusing on data monetization, cybersecurity, and digital asset infrastructure. Revenue recognition is heavily weighted towards the second half of the year, indicating potential volatility in financial performance. The company's growth and revenue realization are contingent on the passage of the Clarity Act, which introduces regulatory uncertainty. There is a risk of lumpiness in revenue due to the timing of tokenization contracts and legislative developments. The integration of recent acquisitions, such as NIACS and CyberCatch, may pose operational challenges. The company faces competition in the tokenization market, although it claims a strategic advantage due to its intellectual property. Warning! GuruFocus has detected 3 Warning Signs with DVLT. Is DVLT fairly valued? Test your thesis with our free DCF calculator. Q: How does the NIACS acquisition and the Clarity Act facilitate Datavault AI's operations and integration plans? A: Nathaniel Bradley, CEO, explained that NIACS brings significant intellectual property and technology, particularly NASDAQ Financial rails, which are crucial for their digital asset exchange. The Clarity Act is expected to provide the necessary regulatory framework, allowing Datavault AI to operate compliantly and effectively in the digital asset space. Q: What is the expected impact of the tokenization contracts on Datavault AI's revenue, and how does Sanctum contribute to this? A: Nathaniel Bradley, CEO, stated that the tokenization contracts, valued at...

Kyndryl’s first quarter results were met with a negative market reaction, as the company posted flat year-on-year revenue while its non-GAAP profit per share fell significantly below Wall Street’s expectations. Management attributed the quarter’s performance to prolonged sales cycles and evolving customer purchasing behaviors, particularly in relation to IBM partnerships. CEO Martin Schroeter noted that customers are increasingly deliberate in IT decision-making as they balance modernization and operational stability, impacting both signings and revenue growth. Is now the time to buy KD? Find out in our full research report (it’s free). Revenue: $3.77 billion vs analyst estimates of $3.76 billion (flat year on year, in line) Adjusted EPS: $0.18 vs analyst expectations of $0.47 (61.6% miss) Adjusted EBITDA: $688 million vs analyst estimates of $670.6 million (18.3% margin, 2.6% beat) Operating Margin: 4.5%, in line with the same quarter last year Market Capitalization: $2.59 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Kevin Krishnaratne (Scotiabank) asked about geographic trends and the likelihood of reaching flat revenue versus a decline. CEO Martin Schroeter explained that longer sales cycles, particularly in Europe due to data sovereignty concerns, are weighing on growth, but emphasized renewed momentum in the U.S. market. James Faucette (Morgan Stanley) questioned where customers are prioritizing IT spend, especially regarding cloud versus on-premise deployments. CFO Harsh Chugh highlighted that data sovereignty and evolving regulatory requirements are leading to increased interest in private cloud and mainframe modernization, with Kyndryl positioned to advise on these choices. Jamie Friedman (Susquehanna) sought clarification on the impact of IBM relationship changes on long-term revenue targets. Schroeter acknowledged that the shift is materially different from earlier expectations and is negatively impacting revenue, but stressed that profit margins are insulated from this effect. Tien-Tsin Huang (JPMorgan) asked what could catalyze a normalization of sales cycles. Schroeter responded that increasi...