Earnings Surprises

Biggest EPS beats and misses, ranked by post-earnings price reaction. Free data, no paywall.

Q2 2026 Season
52% beat EPSAvg surprise: -43.9%Avg reaction: +0.2%15% raised guidance1% lowered4,810 reportedLast 12 Months
Biggest EPS Beats25

Ranked by EPS surprise % (highest first). Price reaction = day after report.

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Life360, Inc.TechnologyMay 11, 2026$0.19↑ Raised$0.01+1432%-12.3%

"Life360 has become a meaningful part of everyday family life for more than 97 million people who use Life360 to keep their families safe and connected," said Life360 Chief Executive Officer Lauren Antonoff.

2Intel CorporationTechnologyApr 23, 2026$0.29$0.02+1426%+26.5%
3Life360, Inc.TechnologyMar 2, 2026$1.67$0.26+534%-16.5%
4StubHub Holdings, Inc.TechnologyMay 13, 2026$0.06$0.01+376%+16.8%
5Flywire CorporationTechnologyMay 5, 2026$0.10↑ Raised$0.03+233%+23.1%

We started 2026 with a strong first quarter — above expectations on revenue and adjusted EBITDA, with new client wins across all four verticals,

6Innodata Inc.TechnologyMay 7, 2026$0.42↑ Raised$0.13+223%+82.4%

Q1 was a record-setting quarter for Innodata – and it was record setting by a wide margin. Revenue grew 54% year-over-year while Adjusted EBITDA grew approximately 96% – operating leverage by definition.

7Global Business Travel Group, Inc.TechnologyMar 9, 2026$0.06$0.02+200%-4.0%
8Grab Holdings LimitedTechnologyFeb 12, 2026$0.04$0.01+186%-2.4%
9Vicor CorporationTechnologyFeb 19, 2026$1.01$0.38+166%+9.3%
10nLIGHT, Inc.TechnologyMay 7, 2026$0.20— Maintained$0.08+150%+3.7%

Our first quarter results represent another strong quarter of execution for nLIGHT with total revenue, gross margin, and Adjusted EBITDA all above our expectations.

11OneStream, Inc. Class A Common StockTechnologyFeb 26, 2026$0.12$0.05+140%+0.0%
12Vishay Intertechnology, Inc.TechnologyMay 13, 2026$0.05— Maintained$0.02+115%+13.0%

Vishay’s first quarter financial results demonstrate that the Vishay 3.0 strategy is working. As a result of the investments we made to expand capacity of high-growth, high-margin products

13CEVA, Inc.TechnologyMay 11, 2026$0.04$0.02+100%+0.3%

We delivered a strong start to 2026, highlighted by our highest licensing and related revenues in three years and continued momentum across our connectivity and AI portfolios.

14ADTRAN Holdings, Inc.TechnologyFeb 25, 2026$0.16$0.08+100%-6.3%
15Alphabet Inc.TechnologyApr 29, 2026$5.11$2.64+93.6%+10.0%
Sundar Pichai, CEO of Alphabet and Google

2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.

16Remitly Global, Inc.TechnologyMay 6, 2026$0.23↑ Raised$0.12+91.7%-4.0%

We delivered an exceptional Q1, achieving record revenue and Adjusted EBITDA. Outperformance across key corridors and an increasing pace of product innovation are contributing to strong momentum

17Alphabet Inc.TechnologyApr 29, 2026$5.11$2.68+90.7%+9.9%
Sundar Pichai, CEO

2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.

18Diebold Nixdorf, IncorporatedTechnologyFeb 12, 2026$3.02$1.61+87.6%+11.0%
19IPG Photonics CorporationTechnologyFeb 12, 2026$0.46$0.25+84.0%+38.8%
20SentinelOne, Inc.TechnologyMay 28, 2026$0.04↑ Raised$0.02+83.5%-8.2%
Tomer Weingarten, CEO

We are actively pushing the frontier of autonomous, agentic defense across AI, Data, Cloud, and the Endpoint. Enterprises recognize that securing the AI era requires machine speed defense which only truly modern infrastructure can deliver, and they are choosing SentinelOne as the foundation to build upon.

21Arrow Electronics, Inc.TechnologyMay 7, 2026$5.22— Maintained$2.92+78.8%+1.6%

The first quarter marked a strong start to 2026 as total revenue, profit margins, and EPS grew significantly year over year, exceeding our guidance ranges,

22Digital Turbine, Inc.TechnologyMay 26, 2026$0.16$0.09+77.8%+46.8%
23nCino, Inc.TechnologyMar 31, 2026$0.37$0.21+76.2%+14.9%
24Affirm Holdings, Inc.TechnologyMay 7, 2026$0.30$0.17+76.1%-2.4%

We delivered another outstanding set of results this quarter, especially in the broader context of global economic uncertainty:

25NCR Voyix CorporationTechnologyMay 7, 2026$0.10$0.06+75.1%+18.8%
LIF logo1LIFLife360, Inc.May 11, 2026
Mkt Cap$4.5B
EPS Act.$0.19
EPS Est.$0.01
Surprise+1432%
Reaction-12.3%
SectorTechnology

"Life360 has become a meaningful part of everyday family life for more than 97 million people who use Life360 to keep their families safe and connected," said Life360 Chief Executive Officer Lauren Antonoff.

INTC logo2INTCIntel CorporationApr 23, 2026
Mkt Cap$701B
EPS Act.$0.29
EPS Est.$0.02
Surprise+1426%
Reaction+26.5%
SectorTechnology
LIF logo3LIFLife360, Inc.Mar 2, 2026
Mkt Cap$4.5B
EPS Act.$1.67
EPS Est.$0.26
Surprise+534%
Reaction-16.5%
SectorTechnology
STUB logo4STUBStubHub Holdings, Inc.May 13, 2026
Mkt Cap$4.5B
EPS Act.$0.06
EPS Est.$0.01
Surprise+376%
Reaction+16.8%
SectorTechnology
FLYW logo5FLYWFlywire CorporationMay 5, 2026
Mkt Cap$2.1B
EPS Act.$0.10
EPS Est.$0.03
Surprise+233%
Reaction+23.1%
SectorTechnology

We started 2026 with a strong first quarter — above expectations on revenue and adjusted EBITDA, with new client wins across all four verticals,

INOD logo6INODInnodata Inc.May 7, 2026
Mkt Cap$2.5B
EPS Act.$0.42
EPS Est.$0.13
Surprise+223%
Reaction+82.4%
SectorTechnology

Q1 was a record-setting quarter for Innodata – and it was record setting by a wide margin. Revenue grew 54% year-over-year while Adjusted EBITDA grew approximately 96% – operating leverage by definition.

GBTG logo7GBTGGlobal Business Travel Group, Inc.Mar 9, 2026
Mkt Cap$4.9B
EPS Act.$0.06
EPS Est.$0.02
Surprise+200%
Reaction-4.0%
SectorTechnology
GRAB logo8GRABGrab Holdings LimitedFeb 12, 2026
Mkt Cap$15.0B
EPS Act.$0.04
EPS Est.$0.01
Surprise+186%
Reaction-2.4%
SectorTechnology
VICR logo9VICRVicor CorporationFeb 19, 2026
Mkt Cap$17.1B
EPS Act.$1.01
EPS Est.$0.38
Surprise+166%
Reaction+9.3%
SectorTechnology
LASR logo10LASRnLIGHT, Inc.May 7, 2026
Mkt Cap$3.9B
EPS Act.$0.20
EPS Est.$0.08
Surprise+150%
Reaction+3.7%
SectorTechnology

Our first quarter results represent another strong quarter of execution for nLIGHT with total revenue, gross margin, and Adjusted EBITDA all above our expectations.

OS logo11OSOneStream, Inc. Class A Common StockFeb 26, 2026
Mkt Cap$1.9B
EPS Act.$0.12
EPS Est.$0.05
Surprise+140%
Reaction+0.0%
SectorTechnology
VSH logo12VSHVishay Intertechnology, Inc.May 13, 2026
Mkt Cap$7.3B
EPS Act.$0.05
EPS Est.$0.02
Surprise+115%
Reaction+13.0%
SectorTechnology

Vishay’s first quarter financial results demonstrate that the Vishay 3.0 strategy is working. As a result of the investments we made to expand capacity of high-growth, high-margin products

CEVA logo13CEVACEVA, Inc.May 11, 2026
Mkt Cap$1.3B
EPS Act.$0.04
EPS Est.$0.02
Surprise+100%
Reaction+0.3%
SectorTechnology

We delivered a strong start to 2026, highlighted by our highest licensing and related revenues in three years and continued momentum across our connectivity and AI portfolios.

ADTN logo14ADTNADTRAN Holdings, Inc.Feb 25, 2026
Mkt Cap$1.1B
EPS Act.$0.16
EPS Est.$0.08
Surprise+100%
Reaction-6.3%
SectorTechnology
GOOGL logo15GOOGLAlphabet Inc.Apr 29, 2026
Mkt Cap$4.3T
EPS Act.$5.11
EPS Est.$2.64
Surprise+93.6%
Reaction+10.0%
SectorTechnology
Sundar Pichai, CEO of Alphabet and Google

2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.

RELY logo16RELYRemitly Global, Inc.May 6, 2026
Mkt Cap$4.7B
EPS Act.$0.23
EPS Est.$0.12
Surprise+91.7%
Reaction-4.0%
SectorTechnology

We delivered an exceptional Q1, achieving record revenue and Adjusted EBITDA. Outperformance across key corridors and an increasing pace of product innovation are contributing to strong momentum

GOOG logo17GOOGAlphabet Inc.Apr 29, 2026
Mkt Cap$4.3T
EPS Act.$5.11
EPS Est.$2.68
Surprise+90.7%
Reaction+9.9%
SectorTechnology
Sundar Pichai, CEO

2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.

DBD logo18DBDDiebold Nixdorf, IncorporatedFeb 12, 2026
Mkt Cap$3.0B
EPS Act.$3.02
EPS Est.$1.61
Surprise+87.6%
Reaction+11.0%
SectorTechnology
IPGP logo19IPGPIPG Photonics CorporationFeb 12, 2026
Mkt Cap$5.0B
EPS Act.$0.46
EPS Est.$0.25
Surprise+84.0%
Reaction+38.8%
SectorTechnology
S logo20SSentinelOne, Inc.May 28, 2026
Mkt Cap$5.7B
EPS Act.$0.04
EPS Est.$0.02
Surprise+83.5%
Reaction-8.2%
SectorTechnology
Tomer Weingarten, CEO

We are actively pushing the frontier of autonomous, agentic defense across AI, Data, Cloud, and the Endpoint. Enterprises recognize that securing the AI era requires machine speed defense which only truly modern infrastructure can deliver, and they are choosing SentinelOne as the foundation to build upon.

ARW logo21ARWArrow Electronics, Inc.May 7, 2026
Mkt Cap$10.9B
EPS Act.$5.22
EPS Est.$2.92
Surprise+78.8%
Reaction+1.6%
SectorTechnology

The first quarter marked a strong start to 2026 as total revenue, profit margins, and EPS grew significantly year over year, exceeding our guidance ranges,

APPS logo22APPSDigital Turbine, Inc.May 26, 2026
Mkt Cap$1.6B
EPS Act.$0.16
EPS Est.$0.09
Surprise+77.8%
Reaction+46.8%
SectorTechnology
NCNO logo23NCNOnCino, Inc.Mar 31, 2026
Mkt Cap$1.8B
EPS Act.$0.37
EPS Est.$0.21
Surprise+76.2%
Reaction+14.9%
SectorTechnology
AFRM logo24AFRMAffirm Holdings, Inc.May 7, 2026
Mkt Cap$27.2B
EPS Act.$0.30
EPS Est.$0.17
Surprise+76.1%
Reaction-2.4%
SectorTechnology

We delivered another outstanding set of results this quarter, especially in the broader context of global economic uncertainty:

VYX logo25VYXNCR Voyix CorporationMay 7, 2026
Mkt Cap$1.1B
EPS Act.$0.10
EPS Est.$0.06
Surprise+75.1%
Reaction+18.8%
SectorTechnology
Biggest EPS Misses25

Ranked by EPS miss % (worst first). Price reaction = day after report.

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Cohu, Inc.TechnologyFeb 12, 2026-$0.15$0.07-314%-10.4%
2Ryvyl Inc.TechnologyMay 13, 2026-$2.67$2.10-227%-23.3%
3Sportradar Group AGTechnologyApr 28, 2026-$0.02$0.06-133%-9.4%
4VNET Group, Inc.TechnologyMar 16, 2026-$0.00$0.04-104%-11.2%
5Jamf Holding Corp.TechnologyFeb 26, 2026$0.02$0.23-91.1%
6Sportradar Group AGTechnologyMar 3, 2026$0.01$0.10-90.0%-1.8%
7Semrush Holdings, Inc.TechnologyMay 6, 2026$0.01$0.09-88.9%
8Alkami Technology, Inc.TechnologyApr 29, 2026$0.04— Maintained$0.21-81.0%-3.0%
Alex Shootman, Chief Executive Officer

In the first quarter, we delivered strong financial and operating performance, with revenue growth of 29% and Adjusted EBITDA of over $22 million.

9EverCommerce Inc.TechnologyMay 7, 2026$0.04— Maintained$0.14-71.9%+8.5%

EverCommerce's first quarter results exceeded the midpoint of the guidance range for both Revenue and Adjusted EBITDA. More importantly, we feel confident that we are on the right track to accelerate growth in the back half of the year and into 2027.

10CommScope Holding Company, Inc.TechnologyFeb 25, 2026$0.15$0.45-66.7%-0.7%
11Cohu, Inc.TechnologyApr 30, 2026$0.01↑ Raised$0.03-66.7%+2.0%
Luis Müller, President and CEO

We started fiscal 2026 with strong momentum, driven by accelerating AI and high-performance computing demand and improving market conditions driving an estimated test cell utilization of 78% at the end of March.

12Nayax Ltd.TechnologyMay 12, 2026$0.03$0.08-62.5%-0.8%
13Kyndryl Holdings, Inc.TechnologyMay 6, 2026$0.18— Maintained$0.43-58.1%-14.0%

With our mission-critical engineering expertise, we continue to support our customers’ most complex IT environments while taking disciplined actions to strengthen our business.

14Lyft, Inc.TechnologyMay 7, 2026$0.04↑ Raised$0.08-50.0%+1.0%

Our customer-obsessed comeback continues... Lyft is performing while transforming.

15Palo Alto Networks, Inc.TechnologyFeb 12, 2026$0.50$0.94-47.2%+1.0%
16Wix.com Ltd.TechnologyMay 13, 2026$0.68$1.21-43.8%-30.6%
17Playtika Holding Corp.TechnologyMay 7, 2026$0.04↑ Raised$0.07-42.9%+1.7%

We delivered a strong start to 2026, led by continued momentum in Disney Solitaire and another quarter of record breaking performance in Direct-to-Consumer.

18Webull Corporation Class A Ordinary SharesTechnologyMay 21, 2026$0.02$0.04-42.9%-11.6%
19Webull Corporation Class A Ordinary SharesTechnologyMar 4, 2026$0.03$0.05-40.0%-3.9%
20Electronic Arts Inc.TechnologyMay 5, 2026$1.50$2.39-37.2%-0.5%

"Driven by our talented teams and disciplined execution, we delivered a record FY26, highlighted by the incredibly successful launch of our iconic Battlefield franchise," said Andrew Wilson, CEO of Electronic Arts.

21ACM Research, Inc.TechnologyFeb 26, 2026$0.25$0.39-35.9%-18.7%
22Alkami Technology, Inc.TechnologyFeb 25, 2026$0.10$0.15-33.3%+0.2%
23DoubleVerify Holdings, Inc.TechnologyMay 6, 2026$0.04— Maintained$0.06-33.3%-5.3%

We continued our solid execution in the first quarter - reporting 10% year-over-year growth in revenue, while delivering strong 31% adjusted EBITDA margins.

24Universal Display CorporationTechnologyApr 30, 2026$0.76↓ Lowered$1.13-32.7%+7.5%
Brian Millard, Chief Financial Officer

We continue to see the OLED market as a compelling long-term growth opportunity, supported by expanding adoption, evolving architectures, and continued industry investment.

25STMicroelectronics N.V.TechnologyApr 23, 2026$0.13$0.19-31.6%+12.5%
COHU logo1COHUCohu, Inc.Feb 12, 2026
Mkt Cap$3.5B
EPS Act.-$0.15
EPS Est.$0.07
Surprise-314%
Reaction-10.4%
SectorTechnology
RVYL logo2RVYLRyvyl Inc.May 13, 2026
Mkt Cap$4.7B
EPS Act.-$2.67
EPS Est.$2.10
Surprise-227%
Reaction-23.3%
SectorTechnology
SRAD logo3SRADSportradar Group AGApr 28, 2026
Mkt Cap$4.4B
EPS Act.-$0.02
EPS Est.$0.06
Surprise-133%
Reaction-9.4%
SectorTechnology
VNET logo4VNETVNET Group, Inc.Mar 16, 2026
Mkt Cap$2.2B
EPS Act.-$0.00
EPS Est.$0.04
Surprise-104%
Reaction-11.2%
SectorTechnology
JAMF logo5JAMFJamf Holding Corp.Feb 26, 2026
Mkt Cap$1.7B
EPS Act.$0.02
EPS Est.$0.23
Surprise-91.1%
Reaction
SectorTechnology
SRAD logo6SRADSportradar Group AGMar 3, 2026
Mkt Cap$4.4B
EPS Act.$0.01
EPS Est.$0.10
Surprise-90.0%
Reaction-1.8%
SectorTechnology
SEMR logo7SEMRSemrush Holdings, Inc.May 6, 2026
Mkt Cap$1.8B
EPS Act.$0.01
EPS Est.$0.09
Surprise-88.9%
Reaction
SectorTechnology
ALKT logo8ALKTAlkami Technology, Inc.Apr 29, 2026
Mkt Cap$1.9B
EPS Act.$0.04
EPS Est.$0.21
Surprise-81.0%
Reaction-3.0%
SectorTechnology
Alex Shootman, Chief Executive Officer

In the first quarter, we delivered strong financial and operating performance, with revenue growth of 29% and Adjusted EBITDA of over $22 million.

EVCM logo9EVCMEverCommerce Inc.May 7, 2026
Mkt Cap$1.8B
EPS Act.$0.04
EPS Est.$0.14
Surprise-71.9%
Reaction+8.5%
SectorTechnology

EverCommerce's first quarter results exceeded the midpoint of the guidance range for both Revenue and Adjusted EBITDA. More importantly, we feel confident that we are on the right track to accelerate growth in the back half of the year and into 2027.

COMM logo10COMMCommScope Holding Company, Inc.Feb 25, 2026
Mkt Cap$3.9B
EPS Act.$0.15
EPS Est.$0.45
Surprise-66.7%
Reaction-0.7%
SectorTechnology
COHU logo11COHUCohu, Inc.Apr 30, 2026
Mkt Cap$3.5B
EPS Act.$0.01
EPS Est.$0.03
Surprise-66.7%
Reaction+2.0%
SectorTechnology
Luis Müller, President and CEO

We started fiscal 2026 with strong momentum, driven by accelerating AI and high-performance computing demand and improving market conditions driving an estimated test cell utilization of 78% at the end of March.

NYAX logo12NYAXNayax Ltd.May 12, 2026
Mkt Cap$2.4B
EPS Act.$0.03
EPS Est.$0.08
Surprise-62.5%
Reaction-0.8%
SectorTechnology
KD logo13KDKyndryl Holdings, Inc.May 6, 2026
Mkt Cap$2.5B
EPS Act.$0.18
EPS Est.$0.43
Surprise-58.1%
Reaction-14.0%
SectorTechnology

With our mission-critical engineering expertise, we continue to support our customers’ most complex IT environments while taking disciplined actions to strengthen our business.

LYFT logo14LYFTLyft, Inc.May 7, 2026
Mkt Cap$5.5B
EPS Act.$0.04
EPS Est.$0.08
Surprise-50.0%
Reaction+1.0%
SectorTechnology

Our customer-obsessed comeback continues... Lyft is performing while transforming.

PANW logo15PANWPalo Alto Networks, Inc.Feb 12, 2026
Mkt Cap$232B
EPS Act.$0.50
EPS Est.$0.94
Surprise-47.2%
Reaction+1.0%
SectorTechnology
WIX logo16WIXWix.com Ltd.May 13, 2026
Mkt Cap$2.5B
EPS Act.$0.68
EPS Est.$1.21
Surprise-43.8%
Reaction-30.6%
SectorTechnology
PLTK logo17PLTKPlaytika Holding Corp.May 7, 2026
Mkt Cap$1.4B
EPS Act.$0.04
EPS Est.$0.07
Surprise-42.9%
Reaction+1.7%
SectorTechnology

We delivered a strong start to 2026, led by continued momentum in Disney Solitaire and another quarter of record breaking performance in Direct-to-Consumer.

BULL logo18BULLWebull Corporation Class A Ordinary SharesMay 21, 2026
Mkt Cap$3.5B
EPS Act.$0.02
EPS Est.$0.04
Surprise-42.9%
Reaction-11.6%
SectorTechnology
BULL logo19BULLWebull Corporation Class A Ordinary SharesMar 4, 2026
Mkt Cap$3.5B
EPS Act.$0.03
EPS Est.$0.05
Surprise-40.0%
Reaction-3.9%
SectorTechnology
EA logo20EAElectronic Arts Inc.May 5, 2026
Mkt Cap$51.3B
EPS Act.$1.50
EPS Est.$2.39
Surprise-37.2%
Reaction-0.5%
SectorTechnology

"Driven by our talented teams and disciplined execution, we delivered a record FY26, highlighted by the incredibly successful launch of our iconic Battlefield franchise," said Andrew Wilson, CEO of Electronic Arts.

ACMR logo21ACMRACM Research, Inc.Feb 26, 2026
Mkt Cap$8.4B
EPS Act.$0.25
EPS Est.$0.39
Surprise-35.9%
Reaction-18.7%
SectorTechnology
ALKT logo22ALKTAlkami Technology, Inc.Feb 25, 2026
Mkt Cap$1.9B
EPS Act.$0.10
EPS Est.$0.15
Surprise-33.3%
Reaction+0.2%
SectorTechnology
DV logo23DVDoubleVerify Holdings, Inc.May 6, 2026
Mkt Cap$1.7B
EPS Act.$0.04
EPS Est.$0.06
Surprise-33.3%
Reaction-5.3%
SectorTechnology

We continued our solid execution in the first quarter - reporting 10% year-over-year growth in revenue, while delivering strong 31% adjusted EBITDA margins.

OLED logo24OLEDUniversal Display CorporationApr 30, 2026
Mkt Cap$4.1B
EPS Act.$0.76
EPS Est.$1.13
Surprise-32.7%
Reaction+7.5%
SectorTechnology
Brian Millard, Chief Financial Officer

We continue to see the OLED market as a compelling long-term growth opportunity, supported by expanding adoption, evolving architectures, and continued industry investment.

STM logo25STMSTMicroelectronics N.V.Apr 23, 2026
Mkt Cap$66.6B
EPS Act.$0.13
EPS Est.$0.19
Surprise-31.6%
Reaction+12.5%
SectorTechnology