Here are the stocks I am watching this week. Earning reports
AMD
PLTR
UBER
APP
DDOG
Palantir enters the report with exceptionally high expectations after guiding to $1.797-$1.801 billion in revenue and $1.063-$1.067 billion in adjusted operating income.
Palantir
The most important signals will be:
U.S. commercial growth, especially demand for its AI Platform.
Government-contract momentum and the balance between commercial and public-sector sales.
Operating margin and cash flow, given the unusually high profitability implied by guidance.
Full-year guidance, which may matter more to the stock than a routine quarterly beat.
AMD
AMD guided to approximately $11.2 billion in revenue, with a $300 million range. The midpoint represents about 46% year-over-year growth and 9% sequential growth.
Data Center revenue, particularly demand for Instinct AI accelerators and EPYC server processors.
AI accelerator supply and customer adoption, including management's updated AI-revenue outlook.
Gross margin, which will reveal how the growing mix of AI products is affecting profitability.
Competitive positioning against Nvidia and custom AI chips.
China and export-control effects, if management identifies any impact.
Shopify
Expectations point to high-20% year-over-year revenue growth, while management previously indicated that gross profit would grow in the mid-20% range.
The key indicators are:
Gross merchandise volume, showing the health of merchants using Shopify.
Merchant Solutions growth, including payments and other transaction-linked services.
Subscription growth and merchant additions. Free-cash-flow margin, as investors look for profitable growth rather than revenue growth alone.
Third-quarter outlook, including consumer demand, tariffs, and cross-border commerce.
Palantir has the greatest expectations risk; AMD's reaction will likely hinge on AI guidance; Shopify must demonstrate profitable merchant growth; and Uber must convert bookings into margin and cash flow. These are volatile earnings setups, so an earnings beat does not necessarily imply a positive stock reaction.
AMDPLTR UBER APP DDOG Palantir enters the report with exceptionally high expectations after guiding to $1.797-$1.801 billion in revenue and $1.063-$1.067 billion in adjusted operating income.
Palantir
The most important signals will be:
U.S. commercial growth, especially demand for its AI Platform.
Government-contract momentum and the balance between commercial and public-sector sales.
Operating margin and cash flow, given the unusually high profitability implied by guidance.
Full-year guidance, which may matter more to the stock than a routine quarterly beat.
AMD
AMD guided to approximately $11.2 billion in revenue, with a $300 million range. The midpoint represents about 46% year-over-year growth and 9% sequential growth.
Data Center revenue, particularly demand for Instinct AI accelerators and EPYC server processors.
AI accelerator supply and customer adoption, including management's updated AI-revenue outlook.
Gross margin, which will reveal how the growing mix of AI products is affecting profitability.
Competitive positioning against Nvidia and custom AI chips.
China and export-control effects, if management identifies any impact.
Shopify
Expectations point to high-20% year-over-year revenue growth, while management previously indicated that gross profit would grow in the mid-20% range.
The key indicators are:
Gross merchandise volume, showing the health of merchants using Shopify.
Merchant Solutions growth, including payments and other transaction-linked services.
Subscription growth and merchant additions. Free-cash-flow margin, as investors look for profitable growth rather than revenue growth alone.
Third-quarter outlook, including consumer demand, tariffs, and cross-border commerce.
Palantir has the greatest expectations risk; AMD's reaction will likely hinge on AI guidance; Shopify must demonstrate profitable merchant growth; and Uber must convert bookings into margin and cash flow. These are volatile earnings setups, so an earnings beat does not necessarily imply a positive stock reaction.
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, alım satım veya diğer türden tavsiye veya öneriler anlamına gelmez ve teşkil etmez. Kullanım Koşulları bölümünde daha fazlasını okuyun.
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, alım satım veya diğer türden tavsiye veya öneriler anlamına gelmez ve teşkil etmez. Kullanım Koşulları bölümünde daha fazlasını okuyun.