International Business Machines reported Q3 FY2026 revenue of $17.103 billion versus $16.82 billion consensus, as its stock rose 0.26% in the reaction session. This analysis examines Software growth, raised free-cash-flow guidance, and whether delayed transactions become durable demand over time.

Lam Research reported Q1 FY2027 revenue of $8.22 billion against $8.14 billion consensus, while the stock fell 11.76% in the completed reaction session. This analysis examines systems growth, supply-constrained December guidance, and whether record profitability can overcome elevated AI-cycle expectations.

Meta Platforms reported Q3 FY2026 revenue of $64.601 billion, above LSEG's $63.37 billion consensus, while the stock fell 6.98% in the completed session. This analysis examines ad growth, negative free cash flow, and whether AI investment can produce returns without further weakening cash generation.

QuantumScape reported Q3 FY2026 customer billings of $9.8 million, while its GAAP loss per share beat the $0.17 estimate and the stock rose 4.27% in the completed reaction session. This earnings analysis examines commercialization progress, limited financial guidance, and whether billings can become durable revenue.

SAP reported Q3 2026 record revenue of €10.270B ($11.71B), above the €10.119B ($11.54B) SAP/Visible Alpha median, while its ADR rose 3.38% in the completed reaction session. This earnings analysis examines cloud backlog, full-year guidance, and whether operating leverage can outlast macro and margin pressure.

AT&T's Q3 2026 revenue, adjusted EPS, adjusted EBITDA and free cash flow all beat consensus, yet T shares fell 6.45% in the completed reaction session. This report explains the subscriber concerns, revised outlook, chart levels and bull, base and bear cases investors should track next.

Tesla a publié un BPA dilué non-GAAP de 0,48 $ pour le troisième trimestre de l'exercice 2026, au-dessus du consensus de 0,45 $ compilé par la société. Le titre a néanmoins cédé 3,08 % lors de la séance de réaction, désormais achevée. Cette analyse des résultats examine la croissance des services, la réduction des prévisions de dépenses d'investissement et la question de savoir si l'investissement dans l'autonomie peut rétablir le levier opérationnel.

Texas Instruments reported Q3 FY2026 revenue of $6.055 billion versus the $5.94 billion FactSet estimate, with Analog operating profit rising 69%. This analysis examines the $6.05 billion midpoint of its Q4 sales guidance and whether industrial demand and factory utilization can sustain margins as inventory and capacity spending remain elevated.

Zscaler (ZS) a gagné 7,31 % pour clôturer à 255,15 $ le 23 octobre 2026. La publication de correctifs PHP d'urgence a remis au premier plan la demande de sécurité des entreprises. Les investisseurs suivent désormais les perspectives de la séance, les risques de trading et les niveaux techniques qui sous-tendent ce mouvement.