International Business Machines odnotował 17,103 mld USD przychodów w III kwartale FY2026 wobec konsensusu 16,82 mld USD, a kurs akcji wzrósł o 0,26% w sesji po publikacji wyników. Analiza obejmuje wzrost segmentu Software oraz podniesioną prognozę wolnych przepływów pieniężnych. Sprawdza też, czy opóźnione transakcje przełożą się na trwały popyt.

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 reported Q3 FY2026 non-GAAP diluted EPS of $0.48, above the $0.45 company-compiled consensus, while the stock fell 3.08% in the completed reaction session. This earnings analysis examines services growth, reduced capital-spending guidance, and whether autonomy investment can restore operating leverage.

Texas Instruments odnotował w trzecim kwartale roku obrotowego 2026 przychody na poziomie 6,055 mld USD wobec 5,94 mld USD prognozowanych przez FactSet, a zysk operacyjny segmentu analogowego wzrósł o 69%. Środek przedziału prognozy sprzedaży na czwarty kwartał wypada na 6,05 mld USD. Analiza ocenia, czy popyt przemysłowy i wykorzystanie fabryk pozwolą utrzymać marże, gdy zapasy i nakłady na moce produkcyjne pozostają wysokie.

Zscaler (ZS) rose 7.31% to close at $255.15 on October 23, 2026 as emergency PHP patches focused attention on enterprise security demand. Explore the daily outlook, trading risks and technical levels behind the move.