Earnings Surprises

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

Q2 2026 Season
54% beat EPSAvg surprise: -29.1%Avg reaction: +0.4%16% raised guidance2% lowered3,646 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%
4Innodata Inc.TechnologyMay 7, 2026$0.42↑ Raised$0.08+433%+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.

5Gilat Satellite Networks Ltd.TechnologyMay 13, 2026$0.18$0.04+350%-19.2%
6Flywire 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,

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%
12ADTRAN Holdings, Inc.TechnologyFeb 25, 2026$0.16$0.08+100%-6.3%
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.

14Alphabet 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.

15Remitly 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

16Alphabet 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.

17Diebold Nixdorf, IncorporatedTechnologyFeb 12, 2026$3.02$1.61+87.6%+11.0%
18IPG Photonics CorporationTechnologyFeb 12, 2026$0.46$0.25+84.0%+38.8%
19Arrow 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,

20Affirm Holdings, Inc.TechnologyMay 7, 2026$0.30$0.17+76.5%-2.4%

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

21nCino, Inc.TechnologyMar 31, 2026$0.37$0.21+76.2%+14.9%
22Playtika Holding Corp.TechnologyFeb 26, 2026$0.24$0.14+71.4%-1.9%
23Appian CorporationTechnologyFeb 19, 2026$0.15$0.09+66.7%+4.5%
24United Microelectronics CorporationTechnologyApr 29, 2026$0.20$0.12+66.7%+12.0%
25Vishay Intertechnology, Inc.TechnologyMay 13, 2026$0.05— Maintained$0.03+66.7%+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

LIF logo1LIFLife360, Inc.May 11, 2026
Mkt Cap$3.2B
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$582B
EPS Act.$0.29
EPS Est.$0.02
Surprise+1426%
Reaction+26.5%
SectorTechnology
LIF logo3LIFLife360, Inc.Mar 2, 2026
Mkt Cap$3.2B
EPS Act.$1.67
EPS Est.$0.26
Surprise+534%
Reaction-16.5%
SectorTechnology
INOD logo4INODInnodata Inc.May 7, 2026
Mkt Cap$2.9B
EPS Act.$0.42
EPS Est.$0.08
Surprise+433%
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.

GILT logo5GILTGilat Satellite Networks Ltd.May 13, 2026
Mkt Cap$1.1B
EPS Act.$0.18
EPS Est.$0.04
Surprise+350%
Reaction-19.2%
SectorTechnology
FLYW logo6FLYWFlywire CorporationMay 5, 2026
Mkt Cap$2.0B
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,

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$14.2B
EPS Act.$0.04
EPS Est.$0.01
Surprise+186%
Reaction-2.4%
SectorTechnology
VICR logo9VICRVicor CorporationFeb 19, 2026
Mkt Cap$13.1B
EPS Act.$1.01
EPS Est.$0.38
Surprise+166%
Reaction+9.3%
SectorTechnology
LASR logo10LASRnLIGHT, Inc.May 7, 2026
Mkt Cap$4.6B
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
ADTN logo12ADTNADTRAN Holdings, Inc.Feb 25, 2026
Mkt Cap$1.2B
EPS Act.$0.16
EPS Est.$0.08
Surprise+100%
Reaction-6.3%
SectorTechnology
CEVA logo13CEVACEVA, Inc.May 11, 2026
Mkt Cap$1.1B
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.

GOOGL logo14GOOGLAlphabet Inc.Apr 29, 2026
Mkt Cap$4.9T
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 logo15RELYRemitly Global, Inc.May 6, 2026
Mkt Cap$4.9B
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 logo16GOOGAlphabet Inc.Apr 29, 2026
Mkt Cap$4.8T
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 logo17DBDDiebold Nixdorf, IncorporatedFeb 12, 2026
Mkt Cap$2.5B
EPS Act.$3.02
EPS Est.$1.61
Surprise+87.6%
Reaction+11.0%
SectorTechnology
IPGP logo18IPGPIPG Photonics CorporationFeb 12, 2026
Mkt Cap$4.5B
EPS Act.$0.46
EPS Est.$0.25
Surprise+84.0%
Reaction+38.8%
SectorTechnology
ARW logo19ARWArrow 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,

AFRM logo20AFRMAffirm Holdings, Inc.May 7, 2026
Mkt Cap$22.5B
EPS Act.$0.30
EPS Est.$0.17
Surprise+76.5%
Reaction-2.4%
SectorTechnology

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

NCNO logo21NCNOnCino, Inc.Mar 31, 2026
Mkt Cap$1.7B
EPS Act.$0.37
EPS Est.$0.21
Surprise+76.2%
Reaction+14.9%
SectorTechnology
PLTK logo22PLTKPlaytika Holding Corp.Feb 26, 2026
Mkt Cap$1.4B
EPS Act.$0.24
EPS Est.$0.14
Surprise+71.4%
Reaction-1.9%
SectorTechnology
APPN logo23APPNAppian CorporationFeb 19, 2026
Mkt Cap$1.4B
EPS Act.$0.15
EPS Est.$0.09
Surprise+66.7%
Reaction+4.5%
SectorTechnology
UMC logo24UMCUnited Microelectronics CorporationApr 29, 2026
Mkt Cap$42.7B
EPS Act.$0.20
EPS Est.$0.12
Surprise+66.7%
Reaction+12.0%
SectorTechnology
VSH logo25VSHVishay Intertechnology, Inc.May 13, 2026
Mkt Cap$5.2B
EPS Act.$0.05
EPS Est.$0.03
Surprise+66.7%
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

Biggest EPS Misses25

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

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Unity Software Inc.TechnologyMay 7, 2026-$0.80— Maintained$0.24-433%+3.2%

We are delivering exceptional revenue growth and margin expansion while executing on the most exciting product roadmap in Unity’s history.

2Playtika Holding Corp.TechnologyMay 7, 2026-$0.15↑ Raised$0.07-314%+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.

3Cohu, Inc.TechnologyFeb 12, 2026-$0.15$0.07-314%-10.4%
4Sportradar Group AGTechnologyApr 28, 2026-$0.02$0.06-133%-9.4%
5VNET Group, Inc.TechnologyMar 16, 2026-$0.00$0.04-104%-11.2%
6Jamf Holding Corp.TechnologyFeb 26, 2026$0.02$0.23-91.1%
7Sportradar Group AGTechnologyMar 3, 2026$0.01$0.10-90.0%-1.8%
8IPG Photonics CorporationTechnologyMay 5, 2026$0.04— Maintained$0.32-87.5%-16.7%

I am pleased to share that first-quarter revenue came in above our expectations. The team delivered our second consecutive quarter of double-digit year-over-year revenue growth, driven by disciplined execution of our key strategic initiatives and continued strong demand for our laser solutions.

9Lyft, Inc.TechnologyMay 7, 2026$0.04↑ Raised$0.30-86.7%+1.0%

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

10Alkami 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.

11DoubleVerify Holdings, Inc.TechnologyMay 6, 2026$0.04— Maintained$0.18-77.8%-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.

12The Trade Desk, Inc.TechnologyMay 7, 2026$0.08— Maintained$0.32-75.0%-3.9%

Q1 was another strong quarter for The Trade Desk, with revenue growing to $689 million, representing 12% year-over-year growth.

13EverCommerce 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.

14CommScope Holding Company, Inc.TechnologyFeb 25, 2026$0.15$0.45-66.7%-0.7%
15Cohu, 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.

16Nayax Ltd.TechnologyMay 12, 2026$0.03$0.08-62.5%-0.8%
17Sony Group CorporationTechnologyMay 8, 2026$0.09$0.22-58.2%+7.0%
18Kyndryl 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.

19Palo Alto Networks, Inc.TechnologyFeb 12, 2026$0.50$0.94-47.2%+1.0%
20Wix.com Ltd.TechnologyMay 13, 2026$0.68$1.21-43.8%-30.6%
21Webull Corporation Class A Ordinary SharesTechnologyMar 4, 2026$0.03$0.05-40.0%-3.9%
22Electronic 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.

23ACM Research, Inc.TechnologyFeb 26, 2026$0.25$0.39-35.9%-18.7%
24Alkami Technology, Inc.TechnologyFeb 25, 2026$0.10$0.15-33.3%+0.2%
25Universal 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.

U logo1UUnity Software Inc.May 7, 2026
Mkt Cap$11.9B
EPS Act.-$0.80
EPS Est.$0.24
Surprise-433%
Reaction+3.2%
SectorTechnology

We are delivering exceptional revenue growth and margin expansion while executing on the most exciting product roadmap in Unity’s history.

PLTK logo2PLTKPlaytika Holding Corp.May 7, 2026
Mkt Cap$1.4B
EPS Act.-$0.15
EPS Est.$0.07
Surprise-314%
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.

COHU logo3COHUCohu, Inc.Feb 12, 2026
Mkt Cap$2.3B
EPS Act.-$0.15
EPS Est.$0.07
Surprise-314%
Reaction-10.4%
SectorTechnology
SRAD logo4SRADSportradar Group AGApr 28, 2026
Mkt Cap$3.8B
EPS Act.-$0.02
EPS Est.$0.06
Surprise-133%
Reaction-9.4%
SectorTechnology
VNET logo5VNETVNET Group, Inc.Mar 16, 2026
Mkt Cap$3.0B
EPS Act.-$0.00
EPS Est.$0.04
Surprise-104%
Reaction-11.2%
SectorTechnology
JAMF logo6JAMFJamf Holding Corp.Feb 26, 2026
Mkt Cap$1.7B
EPS Act.$0.02
EPS Est.$0.23
Surprise-91.1%
Reaction
SectorTechnology
SRAD logo7SRADSportradar Group AGMar 3, 2026
Mkt Cap$3.8B
EPS Act.$0.01
EPS Est.$0.10
Surprise-90.0%
Reaction-1.8%
SectorTechnology
IPGP logo8IPGPIPG Photonics CorporationMay 5, 2026
Mkt Cap$4.5B
EPS Act.$0.04
EPS Est.$0.32
Surprise-87.5%
Reaction-16.7%
SectorTechnology

I am pleased to share that first-quarter revenue came in above our expectations. The team delivered our second consecutive quarter of double-digit year-over-year revenue growth, driven by disciplined execution of our key strategic initiatives and continued strong demand for our laser solutions.

LYFT logo9LYFTLyft, Inc.May 7, 2026
Mkt Cap$5.1B
EPS Act.$0.04
EPS Est.$0.30
Surprise-86.7%
Reaction+1.0%
SectorTechnology

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

ALKT logo10ALKTAlkami Technology, Inc.Apr 29, 2026
Mkt Cap$1.8B
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.

DV logo11DVDoubleVerify Holdings, Inc.May 6, 2026
Mkt Cap$1.3B
EPS Act.$0.04
EPS Est.$0.18
Surprise-77.8%
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.

TTD logo12TTDThe Trade Desk, Inc.May 7, 2026
Mkt Cap$9.6B
EPS Act.$0.08
EPS Est.$0.32
Surprise-75.0%
Reaction-3.9%
SectorTechnology

Q1 was another strong quarter for The Trade Desk, with revenue growing to $689 million, representing 12% year-over-year growth.

EVCM logo13EVCMEverCommerce Inc.May 7, 2026
Mkt Cap$1.7B
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 logo14COMMCommScope 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 logo15COHUCohu, Inc.Apr 30, 2026
Mkt Cap$2.3B
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 logo16NYAXNayax Ltd.May 12, 2026
Mkt Cap$2.4B
EPS Act.$0.03
EPS Est.$0.08
Surprise-62.5%
Reaction-0.8%
SectorTechnology
SONY logo17SONYSony Group CorporationMay 8, 2026
Mkt Cap$132B
EPS Act.$0.09
EPS Est.$0.22
Surprise-58.2%
Reaction+7.0%
SectorTechnology
KD logo18KDKyndryl 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.

PANW logo19PANWPalo Alto Networks, Inc.Feb 12, 2026
Mkt Cap$167B
EPS Act.$0.50
EPS Est.$0.94
Surprise-47.2%
Reaction+1.0%
SectorTechnology
WIX logo20WIXWix.com Ltd.May 13, 2026
Mkt Cap$2.9B
EPS Act.$0.68
EPS Est.$1.21
Surprise-43.8%
Reaction-30.6%
SectorTechnology
BULL logo21BULLWebull Corporation Class A Ordinary SharesMar 4, 2026
Mkt Cap$3.2B
EPS Act.$0.03
EPS Est.$0.05
Surprise-40.0%
Reaction-3.9%
SectorTechnology
EA logo22EAElectronic Arts Inc.May 5, 2026
Mkt Cap$50.2B
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 logo23ACMRACM Research, Inc.Feb 26, 2026
Mkt Cap$4.2B
EPS Act.$0.25
EPS Est.$0.39
Surprise-35.9%
Reaction-18.7%
SectorTechnology
ALKT logo24ALKTAlkami Technology, Inc.Feb 25, 2026
Mkt Cap$1.8B
EPS Act.$0.10
EPS Est.$0.15
Surprise-33.3%
Reaction+0.2%
SectorTechnology
OLED logo25OLEDUniversal Display CorporationApr 30, 2026
Mkt Cap$4.4B
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.