专题：聚焦美股2026年第一季度财报 微软 公司今日公布了截至2026年3月31日的第三季度业绩，与上一财年同期相比： 营收 为829亿美元，同比增长18%（按固定汇率计算增长15%） 营业利润 为384亿美元，同比增长20%（按固定汇率计算增长16%） 净利润 ：按照美国通用会计准则（GAAP）计算为318亿美元，同比增长23%；非GAAP口径（剔除OpenAI投资影响）为317.9亿美元，同比增长20%（按固定汇率计算增长18%） 稀释每股收益 ：GAAP口径为4.27美元，同比增长23%；非GAAP口径为4.27美元，同比增长21%（按固定汇率计算增长18%） 注：非GAAP结果剔除OpenAI投资影响，详见下文非GAAP定义。 高管引言： 微软董事长兼首席执行官萨提亚·纳德拉表示：“我们专注于提供云和AI基础设施及解决方案，赋能每个企业在代理计算时代实现成果最大化。我们的AI业务年化收入已超过370亿美元，同比增长123%。” 执行副总裁兼首席财务官艾米·胡德表示：“我们在营收、营业利润和每股收益方面均超出预期，反映了强劲的执行力以及微软云不断增长的需求。” GAAP与非GAAP调整表（第三季度） 项目 2026财年Q3（GAAP） 调整* 2026财年Q3（非GAAP） 2025财年Q3（GAAP） 调整* 2025财年Q3（非GAAP） GAAP同比 非GAAP同比 非GAAP固定汇率同比 净利润（亿美元） 317.78 +0.14 317.92 258.24 +5.83 264.07 +23% +20% +18% 稀释每股收益（美元） 4.27 0.00 4.27 3.46 +0.08 3.54 +23% +21% +18% *调整项为OpenAI投资的影响。 业务亮点： 微软云营收为545亿美元，同比增长29%（按固定汇率计算增长25%） 商业剩余履约义务为6270亿美元，同比增长99% 分板块业绩： 生产力和业务流程板块 营收350亿美元，同比增长17%（按固定汇率计算增长13%） Microsoft 365商业云营收同比增长19%（按固定汇率计算增长15%） Microsoft 365消费者云营收同比增长33%（按固定汇率计算增长29%） LinkedIn营收同比增长12%（按固定汇率计算增长9%） Dynamics 365营收同比增长22%（按...

CONMED press release ( CNMD ): Q1 Non-GAAP EPS of $0.89 beats by $0.07 . Revenue of $317M (-1.3% Y/Y) beats by $6.39M . Based on the Company’s first quarter performance, management is raising its outlook for full-year 2026 organic revenue growth on a constant currency basis. The Company now expects year-over-year organic constant currency revenue growth, which excludes gastroenterology product sales, of approximately 5.0% to 6.5% compared to the prior guidance range of 4.5% to 6.0%. Full-year 2026 reported revenue is now expected to be in the range of $1.350 billion to $1.375 billion, compared to prior guidance of $1.345 billion to $1.375 billion. The updated revenue outlook reflects an estimated 40 to 50 basis points of favorable foreign exchange impact, compared to the prior assumption of 0 to 50 basis points of favorable impact. This updated guidance also reflects an estimated $14.5 million to $17.5 million in revenue from gastroenterology products, reduced from the prior guidance of $21.0 million to $25.0 million due to the divestiture of the remaining gastroenterology portfolio. The Company continues to expect full-year adjusted diluted net earnings per share (2) in the range of $4.30 to $4.45. The reaffirmed outlook reflects stronger underlying operating performance, largely offset by higher-than-previously anticipated interest expense due to the planned refinancing of the Company's debt during 2026. More on CONMED CONMED cut to Neutral at Piper Sandler on lack of catalysts Seeking Alpha’s Quant Rating on CONMED Historical earnings data for CONMED Financial information for CONMED

(RTTNews) - Bausch Health Companies Inc. (BHC, BHC.TO) on Wednesday reported a first-quarter net loss of $1.423 billion or $3.82 per share, compared with net loss of $58 million or $0.16 per share for the first quarter of 2025.

Micron Technology Options Spot-On: On April 29th, 400.7K Contracts Were Traded, With 2.68 Million Open Interest Moomoo

Image source: The Motley Fool. Wednesday, April 29, 2026 at 9:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

格隆汇4月30日｜高通(QCOM.O)盘后涨10%。

Dear TikTokers With Poor Decision-Making Skills, You Should Not Do the Palantir Speedrun Challenge Gizmodo

Aflac ( AFL ) was trading lower after reporting mixed first-quarter earnings as a weaker yen/dollar exchange rate impacted adjusted EPS. Shares were 1.33% down to $114.67 during Wednesday after-market trading. Adjusted earnings per diluted share were up 5.4% year-over-year to $1.75, below the Visible Alpha consensus of $1.80. "The average yen/dollar exchange rate in the first quarter of 2026 was 156.87, or 2.8% weaker than the average rate of 152.40 in the first quarter of 2025. The weaker yen/dollar exchange rate had a negative $0.02 impact on adjusted earnings per share," said AFL in a statement. Revenue of $4.35B was 27.9% higher than the prior-year quarter and surpassed the consensus of $4.32B. The Japan unit's net earned premiums decreased 6.4% to $1.6B during the quarter. Meanwhile, Aflac U.S. net earned premiums increased 3.5% to $1.6B. The Columbus, Georgia-based company reported an annualized return on average shareholders' equity of 13.7% at the end of the quarter. More on AFLAC Aflac Incorporated (AFL) Presents at Morgan Stanley Japan Financials Conference - Slideshow Aflac: The Richest Duck In The World Aflac Incorporated (AFL) Presents at UBS Financial Services Conference 2026 Transcript AFLAC Q1 2026 Earnings Preview Earnings scoreboard for financials: 18 of 19 companies see Y/Y growth in earnings

Vanguard (NASDAQ: AVGO) discloses 7.49% Broadcom stake in 13G filing Stock Titan

Mister Car Wash press release ( MCW ): Q1 Non-GAAP EPS of $0.13. Revenue of $277.9M. Adjusted EBITDA(1) increased 13% to $96.7 million from $85.6 million in the first quarter of 2025. More on Mister Car Wash Mr. Market Doesn't Understand Mr. Car Wash (Upgrade) Mister Car Wash: Painting A Cleaner Picture Mister Car Wash to go private after taking buyout deal Seeking Alpha’s Quant Rating on Mister Car Wash Historical earnings data for Mister Car Wash

周三美股成交额第1名英伟达收跌1.83%，成交251.59亿美元。该股周一创历史新高之后已连续两日走低，不过市值仍维持在5万亿美元之上。 第2名 英特尔 收高12.10%，股价创历史新高，成交208.73亿美元。这家半导体巨头强调了其数据中心芯片需求快速上升。 分析师指出，英特尔正受益于人工智能趋势的转变。在错过了人工智能热潮的早期阶段之后，英特尔发现自己现在处于有利位置，能够从近期的技术进步中获利。 虽然人工智能模型训练在很大程度上依赖于英伟达和 AMD 等公司设计的图形处理器，但代理型人工智能的崛起正在提振对英特尔生产的那类中央处理器的需求。 在经历数年的销售下滑之后，英特尔第一季度营收同比增长7%，达到136亿美元。英特尔的数据中心和人工智能部门增长尤为强劲，营收跃升22%，达到51亿美元。 总体而言，英特尔调整后净利润飙升156%，达到15亿美元，合每股收益0.29美元。这一业绩远超华尔街预期——华尔街此前预计每股收益仅为0.01美元。 管理层发布乐观预测。展望未来，英特尔预计第二季度营收将在138亿至148亿美元之间，调整后每股收益为0.20美元。相比之下，2025年第二季度的营收为129亿美元，调整后每股亏损0.10美元。 与Alphabet旗下 谷歌 、 特斯拉 及其他科技巨头的新合作伙伴关系，应有助于英特尔进一步扩张。 英特尔公司首席财务官大卫-津斯纳表示：“我们仍然专注于最大化我们的工厂网络，以改善可用供应并全年满足客户需求。” 第3名 美光 收高2.81%，成交183.88亿美元。券商D.A．戴维森首次评价美光科技，给予“买入”评级，目标价为1000美元。 第4名特斯拉收跌0.86%，成交167.24亿美元。马斯克周三在出庭作证时表示，山姆-奥特曼及其他OpenAI领导者未就利用该实验室非营利结构发展人工智能的计划如实相告。 这位世界首富在针对OpenAI的高风险诉讼中进行第二天作证。他指控OpenAI及其联合创始人兼CEO奥特曼、总裁格雷格-布罗克曼在2019年创建营利性实体时，背弃了负责任开发AI的使命。 法庭展示了一封马斯克2017年发给奥特曼和布罗克曼的邮件，他在邮件中自称为“傻瓜”，为自己以为是非营利项目提供了资金。“我觉得他们对我没有说实话，”马斯克在律师询问下表示，“他们真正想做的是创建一个营利性公司，让自己获得尽可能多的股权。” ...

Investing.com -- Microsoft on Wednesday reported quarterly revenue growth that surpassed analyst expectations, as the company’s substantial investments in artificial intelligence infrastructure yielded returns amid strong demand for cloud services and AI.

First Interstate Banc press release ( FIBK ): Q1 GAAP EPS of $0.61 beats by $0.02 . Revenue of $241.8M (-2.1% Y/Y) misses by $0.7M . More on First Interstate Banc First Interstate BancSystem Is Getting Closer To An Upgrade NIM Expansion Is Not Enough To Recommend First Interstate BancSystem Seeking Alpha’s Quant Rating on First Interstate Banc Historical earnings data for First Interstate Banc Dividend scorecard for First Interstate Banc

Alkami Technology press release ( ALKT ): Q1 GAAP EPS of -$0.09 misses by $0.02 . Revenue of $126.1M (+28.9% Y/Y) beats by $0.87M . Adjusted EBITDA of $22.3 million, compared to $12.1 million in the year-ago quarter. 2026 Financial Outlook The following statements are forward-looking, and actual results could differ materially depending on market conditions and the factors set forth under "Cautionary Statement Regarding Forward-Looking Statements." Alkami is providing guidance for its second quarter ending June 30, 2026 of: GAAP total revenue in the range of $128.0 million to $129.0 million; Adjusted EBITDA in the range of $17.9 million to $18.7 million. Alkami is providing guidance for its fiscal year ending December 31, 2026 of: GAAP total revenue in the range of $527.1 million to $530.9 million; Adjusted EBITDA in the range of $94.9 million to $97.9 million. More on Alkami Technology Alkami Technology, Inc. (ALKT) Q4 2025 Earnings Call Transcript Alkami Technology, Inc. 2025 Q4 - Results - Earnings Call Presentation Alkami Technology: Wrongfully Punished And Primed For A Buyout Quant snapshot: AXT, Chevron lead top-rated names as CBIZ, Grid Dynamics lag Alkami targets 18.5–19.6% revenue growth in 2026 outlook while accelerating DSSP adoption

Image source: The Motley Fool. Wednesday, April 29, 2026 at 9:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

NVIDIA (NVDA) Powers New Pony AI Autonomous Driving System Yahoo Finance

NVIDIA Corporation (NASDAQ:NVDA) is one of the Harvard University Stock Portfolio: Top 10 Stock Picks. On April 25, 2026, Pony AI Inc. unveiled an upgraded Level 4 autonomous driving domain controller developed in collaboration with NVIDIA Corporation (NASDAQ:NVDA). The system was built on the NVIDIA DRIVE Hyperion platform and utilizes NVIDIA DRIVE AGX Thor and […]

Earnings Call Insights: Essex Property Trust (ESS) Q1 2026 Management View “We delivered a solid first quarter with core FFO per share exceeding the high end of our guidance range and same property revenues trending ahead of plan,” said President, CEO & Director Angela Kleiman, adding that results were driven by “an occupancy-focused strategy to maximize revenues” and “the strength in Northern California combined with the durability of our supply-constrained West Coast markets.” CEO Kleiman tied the medium-term setup to supply constraints: “Permitting activities remain at a historical low in California,” and “we expect new housing deliveries to remain low at around 0.5% of existing stock for the next several years.” On operations, CEO Kleiman said, “We achieved same-store blended rent growth of 1.4% for the quarter,” highlighting Northern California “with blended rent growth of 3.2%,” while “Seattle… with blended rent growth of negative 80 basis points,” and Southern California “performed on plan with blended rent growth of approximately 1%.” CFO Barb Pak emphasized the quarterly variance versus internal expectations: “Core FFO per share [exceeded] the midpoint of our guidance range by $0.11,” driven by “same-property revenues… 50 basis points ahead of plan,” “same-property operating expense growth… flat,” and “non-same-property and co-investment NOI.” On capital allocation, CEO Kleiman said, “With our stock trading close to a 6% implied cap rate… we shifted gears and repurchased approximately $62 million of stock,” positioning it as part of “maximizing accretion for our shareholders.” Outlook CFO Pak said, “We are reaffirming our same-property growth and core FFO per share guidance ranges,” and added, “we’d like to get further visibility into peak leasing season before adjusting our forecast due to the current macro uncertainty.” CFO Pak flagged two moving pieces within the unchanged full-year view: “We expect to receive approximately $90 million in early structure...

Image source: The Motley Fool. Wednesday, April 29, 2026 at 10:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

DA Davidson Managing Director Gil Luria offers his key takeaways on earnings from Amazon, Microsoft and Meta Platforms. He speaks on "Bloomberg The Close." (Source: Bloomberg)

GREELEY, Colo., April 29, 2026 (GLOBE NEWSWIRE) -- Pilgrim’s Pride Corporation (NASDAQ: PPC), one of the world's leading food companies, reports its first quarter 2026 financial results.

Surprise! Fusion startup Zap Energy says it will be developing fission reactors alongside its fusion devices.

(RTTNews) - Chipotle Mexican Grill Inc. (CMG-B) reported a profit for first quarter that Drops, from last year

Earnings Call Insights: Ashland (ASH) Q2 fiscal 2026 Management view CEO Guillermo Novo said, "second quarter results reflect resilient underlying commercial performance amid stable demand conditions with pricing and portfolio mix action remaining a central focus across the organization," while highlighting Life Sciences volume growth as "a fourth consecutive quarter of volume gains" and Personal Care "broad-based portfolio growth." Novo said manufacturing-driven pressure was concentrated in Intermediates and execution rather than end markets, stating, "margin pressure primarily driven by specific operational issues rather than end market weakness" and "operational performance was impacted by specific issues during the quarter, all of which are internal and not reflective of underlying demand trends." CFO William Whitaker reported, "Second quarter sales were $482 million, up 1% year-over-year," and said profitability was hit by temporary items: "Adjusted EBITDA was $98 million, down 9% year-over-year, reflecting approximately $10 million of previously disclosed temporary impacts, including the Calvert City start-up delay and weather-related operational disruptions." Whitaker emphasized manufacturing execution as a key swing factor, saying, "Our HCC scale-up has progressed more slowly than planned," and added, "As a result of timing delays at Hopewell, our fiscal 2026 manufacturing optimization benefit has been reduced by approximately $10 million to $12 million. That reflects delayed realization, not a reduction in the underlying opportunity." Outlook Whitaker updated full-year guidance: "for sales, $1.835 billion to $1.87 billion and adjusted EBITDA of $385 million to $400 million," adding, "We also expect adjusted EPS growth to be mid-single to high single-digit growth and ongoing free cash flow conversion of approximately 50% of adjusted EBITDA." Management linked the revision to operational execution and select demand pockets, with Whitaker saying, "The updated ...

Thule Group AB (publ) press release ( THLPF ): Q1 GAAP EPS of SEK 2.71. Revenue of SEK 2.57B (-3.4% Y/Y). Operating income (EBIT) of SEK 424M. More on Thule Group AB (publ) Thule Group AB (publ) (THUPY) Q1 2026 Earnings Call Transcript Thule Group AB (publ) 2026 Q1 - Results - Earnings Call Presentation Thule Group AB (publ) (THUPY) Discusses Market Update, Q4 Recap, and Priorities Ahead of Closed Period Transcript Historical earnings data for Thule Group AB (publ) Financial information for Thule Group AB (publ)

Azure revenue grew 40% year over year, topping analyst expectations, as total quarterly revenue rose 18% to $82.9 billion

Microsoft Q3 2026 earnings beat on cloud and AI growth Yahoo Finance

Meta Platforms, Inc. (NASDAQ:META) is one of the Harvard University Stock Portfolio: Top 10 Stock Picks. Meta Platforms, Inc. (NASDAQ:META) announced two major energy partnerships: Overview Energy and Noon Energy on April 27, 2026, in a blog post titled, ‘Powering AI, Strengthening the Grid: Innovation in Space Solar Energy and Long-Duration Storage’. With the collaborations, […]

Meta Platforms (META) Pursues Space Solar and Long Duration Storage with Partnerships Yahoo Finance

Earnings Call Insights: Equity Residential (EQR) Q1 2026 Management View "Our first quarter operating results met our expectations with strength in San Francisco and New York, driving our same-store revenue performance," said (President, CEO & Trustee Mark Parrell), adding, "we expect deliveries in our markets to be down 35% in 2026 versus 2025" and that the portfolio is "more than 96% occupied." "We did not acquire or sell any assets in the first quarter," (President, CEO & Trustee Parrell) said, while noting the company "did update our transaction guidance for the rest of the year to reflect the likely sale of a couple of properties" as part of selling "older capital-intensive assets" and reducing concentration. "We repurchased $220 million of our common shares during the first quarter, bringing total repurchase activity to $500 million since August of 2025," (President, CEO & Trustee Parrell) said. "We are starting the spring leasing season in a good position with solid demand and strong physical occupancy of 96.3%," said (Executive VP & COO Michael Manelis), and added, "net effective prices have increased just over 4% since January 1" and "concession use continues to decrease... and is down about 21% across the portfolio as compared to the first quarter of last year." "In the first quarter, we reported blended rate growth of 1.5%," (Executive VP & COO Manelis) said, including that "61% of our residents renewing with a 4.7% achieved renewal rate increase." "We did see actually had our property insurance premiums, they have come down," said (Executive VP & CFO Bret McLeod), while adding that "general liability premiums have increased" and that the quarter’s "4.5% quarter-over-quarter increase" was "anticipated in our guidance." Outlook "We had about a 1.5% to 3% kind of growth rate" for full-year blended rate growth and "we're not changing our full year expectations," (Executive VP & COO Manelis) said, with the same framework of "implied new lease change roughly f...