AMT stock rose approximately +1% over the past 30 days, driven primarily by strong Q1 2026 earnings that beat expectations and raised full-year guidance. Over the past quarter, the stock gained +4%, reflecting steady recovery amid positive sector trends in 5G and data centers.

Analysts expect Q4 fiscal 2026 EPS of approximately $11.56–$11.57, a 14% year-over-year increase. Consensus revenue estimate stands at $101.4 billion, reflecting 12% growth from last year.

Analysts expect Q1 2026 revenue of $6.92 billion, up 3.4% from $6.67 billion in Q1 2025. Consensus EPS estimate stands at $1.91 per share, reflecting a 5.5% increase year-over-year based on non-GAAP figures from prior year.

Analysts expect Q1 2026 EPS of $2.75, up 3% from $2.67 in Q1 2025. Revenue consensus stands at $6.49 billion, reflecting 8.9% year-over-year growth.

Analysts expect Q1 2026 adjusted EPS around $2.21, up from $1.84 in Q1 2025, driven by higher refining margins. Revenue consensus sits at approximately $80.35 billion, a 16% increase year-over-year per Yahoo Finance estimates.

Analysts expect Q1 2026 revenue of $49.7 million, aligning with company guidance of $48-51 million and implying over 550% year-over-year growth. Consensus EPS estimate is a loss of $0.52 per share, wider than the prior year's -$0.14 loss.

IRM stock surged +26% over the past 30 days, driven primarily by a strong Q1 2026 earnings beat with 21.6% revenue growth and raised full-year guidance. Over the past quarter, the stock rose +42%, fueled by accelerating demand in data centers and asset lifecycle management (ALM) amid AI infrastructure needs.

DLR stock rose approximately +8% over the past 30 days, driven primarily by strong Q1 2026 earnings that beat expectations and raised full-year guidance amid surging AI-driven data center demand. Over the past quarter, shares gained around +15%, reflecting steady leasing momentum, record bookings in the 0-1 megawatt segment, and positive analyst sentiment.

EQIX stock declined approximately -6% over the past 30 days amid volatility following Q1 earnings miss on revenue and AFFO (adjusted funds from operations), despite raised full-year guidance. Over the past quarter, the stock surged +28%, driven by AI demand for data centers and strong bookings acceleration.

Analysts expect Q1 2026 EPS of $0.41, down slightly year-over-year from $0.48 in Q4 2025. Consensus revenue forecast stands at approximately $4.12 billion to $4.15 billion, implying about 36% growth from prior periods.

Analysts forecast Q1 2026 EPS of $1.98, up 8.8% year-over-year from $1.82 in Q1 2025. Consensus revenue estimate stands at $1.22 billion, reflecting 24.8% growth from the prior year.

Analysts expect Warner Bros. Discovery to report a Q1 2026 loss of $0.09 per share, a significant improvement from the $0.18 loss in Q1 2025.

Analysts expect Q2 fiscal 2026 adjusted EPS of $1.12, a 36% increase from $0.82 in the year-ago quarter. Consensus revenue forecast stands at $6.08 billion, up about 7% year-over-year from $5.7 billion.

Analysts expect Q1 2026 adjusted EPS of $2.55-$2.60, up about 12% from $2.32 in Q1 2025. Consensus revenue forecast stands at $6.58-$6.59 billion, reflecting 5.3% year-over-year growth.

Equinor ASA reported adjusted operating income of $9.77 billion and adjusted net income of $3.70 billion in Q1 2026, surpassing consensus expectations for adjusted EPS of $1.01 with $1.48. Total equity production hit a record 2,313 thousand barrels of oil equivalent per day (mboe/d), up 9% year-over-year.

Analysts expect Q1 2026 revenue of $13.27 billion, up 15% year-over-year. Consensus EPS estimate stands at $0.71, reflecting a 14.5% decline from Q1 2025's $0.83 due to higher investments.

Analysts expect Q1 2026 revenue of approximately $94.98 billion, implying slight growth from $94.6 billion in Q1 2025. Consensus adjusted EPS estimate stands at $2.21, a 1.8% decline from $2.25 reported last year.

Analysts expect Q1 2026 revenue of $1.78 billion, up about 20% from Q1 2025's $1.48 billion. Consensus EPS estimate stands at $3.46, more than double the $1.67 reported in the year-ago quarter.

IREN stock surged +56% over the past 30 days, driven primarily by the announcement of a $625 million acquisition of Mirantis to bolster AI cloud capabilities and the energization of its Sweetwater 1 data center. Over the past quarter, shares are up +31%, reflecting a recovery from earlier volatility tied to Q2 earnings miss and Bitcoin price fluctuations, fueled by the company's pivot to AI infrastructure.

CRWV stock surged +58% over the past 30 days, driven by major AI partnerships including a $21 billion expanded deal with Meta and multi-year agreements with Anthropic and Jane Street. Over the past quarter, shares rose +42%, reflecting analyst upgrades, strong revenue backlog growth to $66.8 billion, and sustained AI infrastructure demand.