10x Stock Signals | Fundamental Analysis | Trends

$AMZN reports after the close today Wall Street expects $2.01 EPS and $202.11B revenue, AWS $45.42B I am watching AWS growth holding near 37%... because that is where the AI spend debate lives Risk: a soft holiday guide hurts even on a beat My prediction below 👇

$MSFT reports after the close today. Wall Street expects $4.71 EPS and $90.58B revenue. Azure is the line I am watching, so 44-45% growth is the bar and the $50B -plus spend is the catch. Even a beat can drop on that spend. My prediction below 👇

$GEV beat both, EPS $4.81 vs $4.03 est Revenue $12.64B vs $11.99B est Guidance got raised to $46.5 - 47.5B and it still fell about 1% so far today I think that tells you what the market cared about Risk: the move is still intraday, so it could turn Why it fell below 👇

and I agree

$DAL guidance December-quarter Rev. was expected to grow approximately 20% YoY on roughly 3% capacity growth December-quarter adj. EPS was expected in a range of $1.15 to $1.65, with an operating margin of 7% to 9% Full-year 2026 adj. EPS guidance was reduced to $5.10–$5.60 from the prior $6.50–$7.50 outlook Full-year pretax profit was expected to be approximately $4.50B Full-year free cash flow was expected to be approximately $2.50B

$DAL EPS and revenue takeaways adj. EPS was pressured by fuel expense that was more than $500M above management’s early-July guidance Pretax profit held approximately flat despite the fuel shock, implying that Rev. growth and operating execution offset much of the cost pressure Rev. growth was achieved on flat capacity, pointing to favorable pricing, load-factor and mix effects Premium and loyalty demand grew faster than the broader business

$DAL bull and bear from the call Rev. growth substantially outpaced capacity growth, indicating strong pricing and mix Premium, loyalty, corporate and international demand remained important growth drivers Higher fuel costs absorbed much of the Rev. growth benefit and kept pretax profit roughly flat YoY Full-year adj. EPS guidance was reduced materially from the prior outlook

🚨 $DAL Q3 FY2026 Earnings Report is OUT! Operating Rev.: $17.60B, up 16% YoY 🟢 adj. EPS: $1.72; GAAP net income was $756M, or $1.15 per share 🟡 Operating margin: 9.40% 🟡 Total unit Rev.: up 15.40% YoY 🟢 Fuel expense: up $1.60B YoY 🔴 Operating cash flow: $1.70B 🟡 Year-to-date free cash flow reached $1.90B, while management indicated more than $2B of debt reduction for the year 🟢

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$PENG EPS and revenue takeaways Non-GAAP EPS strength appears driven by operating leverage rather than one-time financial engineering alone Reported GAAP EPS was materially higher than the operating view because of a tax benefit, so the quarter’s earnings quality is best assessed on adj. results Earnings grew faster than Rev., which suggests fixed-cost absorption improved meaningfully in the quarter