@EarningsRushi
iAccount based inCzech Republic
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Stock rush, fast info
Czech Republic
Joined March 2026
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Koblížek si mě blokl 🤭 Tak schválně, tak za co si člověk pak platí aby měl nějaký zhodnocení, tak co na tom je platit si 2k měsíčně?
$SOFI FORWARD 27 $0.85 EPS is actually a 20× P/E for 40% growth and +40% eps
$SOFI
SOFI at a constant 30x forward P/E:
2026: ~$25
2027: ~$32
2028: ~$47
2029: ~$60
So, for example, $SOFI will finally be at $13 next week. When they say they won't meet the guidance after the hikes.
$GE Aerospace Q1: revenue $12.4B (+25%) and adjusted EPS $1.86 (+25%) vs $1.63 est. 🟢
Orders rose 87% to $23.0B, while the company kept FY26 guidance unchanged and said it’s trending toward the high end.
$UNH Q1 2026: revenue $111.7B vs $109.8B est. and diluted EPS $6.90 vs $6.76 est. Cash flow was strong at $8.9B, while Optum Health revenue fell 3% and the company kept investing in ops/tech.
Netflix $NFLX delivered a strong Q1.
Revenue: $12.25B vs est. $12.17B ✅
EPS: $1.23 vs est. $0.76 ✅
Operating income: $3.96B
Operating margin: 32.3% 🟢
Net income: $5.28B 🟢
Regional mix:
UCAN $5.25B
EMEA $4.00B
LATAM $1.50B
APAC $1.51B
Financial flow
$PEP Q1 is out.
Revenue: $19.44B vs. $18.89B est. 🟢
EPS: $1.70 vs. $1.54 est. 🟢
Operating profit: $3.21B (+24% YoY)
A few takeaways from PepsiCo’s Q1 mix:
🔹 PepsiCo Beverages North America: $6.39B (+9% YoY)
🔹 PepsiCo Foods North America: $6.33B (+2% YoY)
🔹 Europe, Middle East & Africa: $2.82B (+18% YoY)
🔹 Latin America Foods: $1.93B (+16% YoY)
PBNA and PFNA remained the core revenue drivers, while EMEA posted the strongest growth.
Simplified earnings flow below:
TSMC $TSM delivered a strong Q1.
Revenue came in at $35.9B vs. $35.51B est.
Gross margin expanded to 66.2%, operating margin to 58.1%, while net income jumped 58.3% YoY to NT$572.5B.
HPC stayed dominant at 61% of revenue.
Full earnings flow below:
Margins were one of the biggest highlights this quarter.
Gross margin hit 66.2%, up from 62.3% in Q4 2025 and 58.8% a year ago.
Shipment rose to 4,174K 12-inch equivalent wafers (+28.1% YoY), showing strong demand and favorable mix.
This margin expansion is a key reason why TSMC’s earnings power keeps accelerating.
Bank of America $BAC Q1 is out!
net income rose to $8.6B (+16.6% YoY),
EPS came in at $1.11 (+24.7%), and revenue reached $30.3B (+7.2%).
Net interest income grew to $15.7B (+9%), while provision for credit losses fell to $1.3B (-9.7%). Efficiency ratio held at 61%.