Analysts expect Q1 2026 revenue of approximately $10.93 billion, a roughly 2.5% decline year-over-year. Consensus adjusted EPS (earnings per share) is forecasted at $1.44-$1.46, reflecting ongoing transition dynamics.
Net attributable profit reached €2.99 billion in 1Q26, up 10.8% year-over-year (YoY) and exceeding consensus estimates of €2.79 billion. Gross income climbed 18.3% YoY to €10.65 billion, fueled by robust net interest income (NII, the spread between interest earned on loans and paid on deposits) growth of 20.2% to €7.54 billion.
Consensus estimates call for Q3 fiscal 2026 EPS of $7.82, reflecting 13% year-over-year growth. Revenue expectations stand at $5.39 billion, up approximately 8% from the prior year.
Analysts expect Q1 2026 revenue of $6.29 billion, a 7.3% increase from $5.9 billion in the year-ago quarter. Consensus adjusted EPS is forecasted at $2.98, up 4.9% year-over-year from $2.84.
Analysts project Q3 FY2026 revenue of $3.24 billion, up approximately 41% year-over-year (YoY) from $2.29 billion in the prior-year quarter. Consensus non-GAAP earnings per share (EPS) estimate stands at $2.39, reflecting about 76% YoY growth.
Analysts expect Q1 2026 adjusted EPS of around $1.61, down from prior year levels due to softer commodity prices. Consensus revenue forecast stands at approximately $14.5 billion, reflecting a year-over-year decline.
Analysts expect Q1 2026 revenue of approximately $8.5 billion, a roughly 5% increase from $8.1 billion in Q1 2025. Consensus adjusted earnings per share (EPS) forecast stands at $4.74, reflecting a potential decline from prior-year levels amid pricing pressures.
CMI stock surged +26% over the past 30 days amid analyst price target upgrades and momentum toward new 52-week highs. Over the past quarter, shares climbed +10%, rebounding from an initial post-earnings dip on positive 2026 revenue guidance and dividend hike.
WDC stock surged +55% over the past 30 days, driven by robust AI-driven demand for data storage solutions. Over the past quarter, shares rose +40%, reflecting strong quarterly earnings and sustained sector momentum.
Shares of RCKY are declining approximately 18.00% on Wednesday, April 29, 2026, falling from a prior close of approximately $41.57 to approximately $34.50, as Q1 2026 earnings released after Tuesday's close delivered a significant EPS miss driven by a $7.1 million tariff cost hit that collapsed profit margins despite a solid top-line beat.
Shares of MX are declining approximately 31.00% on Wednesday, April 29, 2026, plunging from a prior close of $4.87 to approximately $3.36, in a sharp post-earnings selloff despite Q1 2026 results that technically came in ahead of depressed analyst estimates — confirming that the market's primary concern is forward profitability and the sustainability of the stock's extraordinary year-to-date rally rather than quarterly headline metrics.
Shares of DQ are declining approximately 14.00% on Wednesday, April 29, 2026, falling from a prior close of approximately $22.04 to approximately $18.96, as Q1 2026 financial results released before market open confirmed that the catastrophic polysilicon price environment decimating China's solar supply chain has deepened rather than stabilized in the first quarter of the year.
Shares of OI are declining approximately 14.00% on Wednesday, April 29, 2026, falling from a prior close of $10.24 to approximately $8.81, as a deeply disappointing Q1 2026 earnings report — released after Tuesday's close — drove the stock 19% lower in after-hours trading before partially stabilizing at the current intraday decline level.
Arista Networks (ANET) stock surged +42% over the past 30 days, rebounding sharply from late March lows amid robust demand for AI networking infrastructure. Over the past quarter, shares climbed +12%, fueled by a strong Q4 2025 earnings beat and sustained cloud computing momentum.
TXN stock has surged +42% over the past 30 days, primarily driven by a strong Q1 earnings beat and upbeat guidance. Over the past quarter, shares climbed +21%, supported by recovering demand in industrial and automotive sectors.
Shares of GIB are declining approximately 15.00% on Wednesday, April 29, 2026, falling from a prior close of $73.52 to approximately $62.49, in an earnings-driven selloff triggered by Q2 fiscal 2026 results — released before markets opened this morning — that missed analyst consensus estimates on both revenue and profit metrics.
Shares of POET are declining approximately 17.00% in Wednesday's session on April 29, 2026, falling from a prior close of approximately $7.72 to approximately $6.41, extending what has now become a three-session collapse that has erased approximately 60% of the stock's value since Monday morning — when Marvell Semiconductor disclosed it was cancelling every purchase order POET had received from Celestial AI, citing alleged confidentiality breaches.
Shares of MRLN are declining approximately 22.06% in Wednesday's session on April 29, 2026, falling from a prior close of $11.56 to approximately $9.02, as the post-SPAC structural devaluation cycle enters a more acute phase following the decisive breach of the psychologically significant $10.00 support level — a technical breakdown that is triggering automated stop-loss selling and accelerating institutional de-risking in the absence of any positive fundamental catalyst.
Moderating inflation trends could ease input costs for consumer staples companies, supporting margin expansion and sector stability. Rotation into defensive sectors amid 2026 market volatility positions XLP favorably for risk-averse portfolio exposure.
AI integration in content creation and advertising platforms could accelerate revenue growth for major holdings like Meta Platforms and Alphabet. Expansion of 5G networks and streaming services positions the sector for sustained demand in data consumption and entertainment.