Nine of ten key S&P 500 firms beat EPS estimates

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Summary · why it matters

Nine of the ten notable S&P 500 companies reporting earnings this week topped consensus EPS estimates, with nine also posting year-over-year earnings growth. Revenue momentum held firm as eight companies beat Wall Street expectations and all ten achieved year-over-year top-line expansion. Among the standouts, Super Micro Computer surged 19.02% after guiding first-quarter revenue to $14.5 billion to $15.5 billion, while Lumentum Holdings jumped 13.6% on a 109% revenue increase to $1.01 billion. Tapestry slipped 16.49% despite a fiscal fourth-quarter beat and in-line fiscal 2027 outlook, and Cisco Systems dropped 8.40% even as product orders rose 35% year over year.

Impact on assets 20

Consumer Discretionary▼
Tapestry Inc
TPR
▼ NegativeCapitalrelevance

Tapestry slipped 16.49% despite a fiscal Q4 beat and in-line FY2027 outlook, suggesting guidance concerns.

Artificial Intelligence▲
Lumentum Holdings Inc
LITE
▲ PositiveDemandrelevance

Lumentum jumped 13.6% on a 109% revenue increase to $1.01 billion, showing strong demand.

Super Micro Computer Inc
SMCI
▲ PositiveDemandrelevance

Super Micro surged 19.02% after guiding Q1 revenue to $14.5-$15.5 billion, indicating robust demand.

Semiconductors▲
Consumer Staples▲
Cybersecurity & Digital Trust▼
Cisco Systems Inc
CSCO
▼ NegativeCapitalrelevance

Cisco dropped 8.40% despite product orders rising 35% YoY, indicating market disappointment with earnings.

Materials▲
Financials▲
Health Care▲
Digital Finance & Tokenization▲
Real Estate▲
Cloud & Digital Infrastructure▲