EPS

$50k in June 26 MU calls. $75k in shares. DD: Currently only 9.5x forward PE. Limited supply and can set their own prices. Customers asking for multi-year contracts. Market is insatiable. $32+ forward EPS. 15pe x $32 = my $480+ price target. See you all later.

Tesla has a couple pennies of EPS and people are slamming buy at close to $500 a share. Just literal insanity

Bitcoiner who went all in at $126K trying to explain to family members on Christmas Day why it's a good buy at $88K. I’m sure Bitcoin will beat EPS next earnings call. 🙇🙇🙇🙇🙇🙇

I wrote this to reply to someone here so I figured might as well post it to everyone else: TLDR: crypto converted HDC providers actually make money 1, Core scientific, their ER presentation says profit margins will be 75%-80%, they have a 10B / 12yr contract, upon full delivery by end of 2026: projected eps based on assumptions provided in their own guidance is $1.4-$2/share, **stock is $14 today**. They also claim to complete an entirely new customer contract before next ER in mid/late February, further boosting upside. 2, APLD, similar situation but they need to find their own financing and debt, so probably lower profit margins. At 60% their current contracts suggest $1.6-$1.9/share, **stock is $23 today** CEO also claims to have 2 contracts in late stage discussions and aims to complete terms by end of year, assuming 200MW capacity each would mean EPS of $2.2 - 2.8/share by end of 2026 or mid 2027. 3, Iren has a 3GW capacity for sale and has only sold ~200MW capacity so far, my own projections at full utilization suggests tens of billions of ARR. they also have similar messaging about being in talks with clients with much bigger capacity demand than the MSFT contract they announced in early November At a 40X P/E multiple: CORZ has about a 400% upside for just completing delivery APLD about 300% upside for doing the same thing IREN I’m less certain about because neo clouds have more complex structures but probably higher profits if they execute well Also 40x PE is probably low because obviously HDC hosts would be signing new contracts over these two years so growth will likely be higher than just 300-400%

EPS is such a funny beat.

MU is still the cheapest stock on a forward PE basis. If you take their forecasted q2 $8 eps x 4, they may be at a 9 forward PE.  They have a strong balance sheet and paid down 20% of their debt.  While investing $4.5b.  They could be debt free in a year. Not pumping it, but 3 months ago this would have been at $350 to $400.

I know most of you just glance at the headlines but MU guidance is utterly shocking; their profit margins are better than any semi company not named Nvidia. • ⁠Q2 EPS $8.42 vs $4.71 estimate • ⁠Q2 revenue $18.7 billion vs $14.3 billion estimate The upgrades and PT revisions to follow this morning will send it to $300+ in next few weeks and will still be cheap considering their demand and pricing power for the next few years. It's really the best story in semis, the best performing stock in my portfolio by far, I am glad I stuck with it through all tribulations.

GOOGL, NVDA, AMZN, AVGO, MU should all have a forward PE of 30-35 until their EPS growth slows. If it slows. There’s quite a bit of room to the upside and they’ll pull QQQ up fast.

MU blowout guidance, these are god-tier numbers: - Q2 EPS $8.42 vs $4.71 estimate - Q2 revenue $18.7 billion vs $14.3 billion estimate

We get, double EPS. You get, red.

With MU $8 EPS guidance and possibly cooked/decent CPI tomorrow, why do you expect another bloodbath?

Their guidance was 8.22 EPS for next quarter. This stock should be $350.

$MU almost $5 EPS, that's $20 a share this FY, at $240, it's probably the cheapest semiconductor stock when you look at PE and PEG and the problem with memory and HBMs is not likely to go away anytime soon and they and SK/Samsung have everyone by the balls when it comes to pricing power.

**Micron Technology (Nasdaq: MU)** reported record fiscal Q1 2026 results for the quarter ended November 27, 2025: **revenue $13.64B**, GAAP net income **$5.24B** (GAAP diluted EPS **$4.60**), non‑GAAP net income **$5.48B** (non‑GAAP EPS **$4.78**), and operating cash flow **$8.41B**. Capital expenditures were **$4.5B** and adjusted free cash flow was **$3.9B**. Cash and marketable investments totaled **$12.0B**. The board declared a quarterly cash dividend of **$0.115 per share**, payable Jan 14, 2026 to holders of record Dec 29, 2025. For FQ2‑26 Micron provided guidance of **$18.70B ± $0.40B revenue**, GAAP gross margin **67.0% ± 1.0%** and GAAP diluted EPS **$8.19 ± $0.20**.

Q2 guidance is over $8 EPS - holy crap

Micron Technology Earnings Beat & Strong Guidance • Revenue: $13.64B (Est. ~$13.3B) 🟢 • EPS (GAAP): $4.60 (Est. ~$4.30) 🟢 • EPS (Non-GAAP): $4.78 • Operating Cash Flow: $8.41B • Free Cash Flow (Adj.): $3.9B • Guidance (FQ2):  – Revenue: $18.7B ± $0.4B  – EPS (Non-GAAP): $8.42 ± $0.20  – Gross Margin: 68% ± 1% 💬 Record Q1 driven by accelerating AI memory demand, broad margin expansion, and sharply higher Q2 outlook across revenue, margins, EPS, and free cash flow.

*MICRON 1Q ADJ. REV. $13.64B, EST. $12.95B *MICRON 1Q ADJ EPS $4.78, EST. $3.95

This notion markets needs to pullback for the sake of healthiness is baloney Beat ratios remain very strong: 82% of companies have beaten EPS estimates 76% have beaten revenue estimates (both above 5- & 10-year averages). Net profit margins are at 13.1%, the highest on record back to 2009 and above both last year and the 5-year average – margins remain near peak levels.

Looking at eps imo it could easily lose another 15 to 20 percent in the next 3 months

Algorithms & human memory probably won't let it get there again, unless substantial revenue and EPS raises get forecasted. In which case we'll be gucci anyways 

Bubbles don’t pop when central banks are cutting, profits are high (Mag 7 EPS +24%), & balance sheets are strong #KEEP BUYING STOCKS IN '26

Meta trades at 19x 2027 GAAP EPS S&P 500 trades at ~22x Historically, Meta traded at a ~3x premium, not a discount Adjusting for Reality Labs losses: 15x That’s cheap for: Above-market growth and massive AI optionality I've been told that Avocado (the Meta LLM) will debut in Spring '26. That's a quarter ahead of schedule since Scale AI was acquired in Q2 '25 so it looks like Meta is actually making positive progress. And if the model is good, Meta will re-rate higher.

Apples to apples re Chatgpt Uber (GAAP) Lyft (GAAP) Revenue ~$43.98 B Uber ~$5.8 B Lyft Net Income ~$9.856 B Uber ~$22.8 M Lyft GAAP EPS ~$4.56–$4.71 Uber ~$0.08–$0.10 Lyft

GOLDMAN SAYS MEGA-CAP TECH TO DRIVE NEARLY HALF OF S&P 500 EPS GROWTH IN 2026 The outlook for S&P 500 .SPX earnings remains upbeat, with Goldman Sachs projecting double-digit growth through 2027.

They are on a 6 month long down trend They missed slightly the last two quarters and their future EPS consensus for 2025, 2026 and 2027 are declining. The next test will be if it can pass through and hold the 200 sma (on the 1 hour chart) at $2072. I would monitor that for entry/exit GL regard!

$WEN is good for sector rotation. Good value with good EPS and low P/E and 6.5% dividend. 58% of the float short too is just an added bonus! https://preview.redd.it/wngxgcsbcs6g1.png?width=320&format=png&auto=webp&s=3dfc0c4b6e5dd6ba6b029939815e63a624ad17f3

This market is going nowhere. COST trading at 100x FCF LMAO AVGO trading at 100 PE, chip sales can double but earning can't 5x LMAO LULU losing sales in NA 2% in a quarter, shrinking margins, shrinking EPS LMAO

BROADCOM $AVGO JUST REPORTED EARNINGS | Q4 2025 Q4 Results • Revenue: $18.015B vs $17.494B est • Adjusted EBITDA: $12.218B vs $11.596B est • Adjusted EPS: $1.95 vs $1.86 est • EPS: $1.74 • Net Income: $8.518B Outlook & Updates • Q1 Revenue: $19.1B • Quarterly Dividend: Raised 10% to $0.65/share • Q1 FY26 Adjusted EBITDA Guidance: 67% of projected Q1 wowzer

AVGO Q3 FY2026 Earnings EPS 1.95 vs 1.87 (Beat by 4%) Revenue $18.015B vs $17.46B (Beat by 3%) Performance EPS up 37% YoY | up 15% QoQ Revenue up 28% YoY | up 13% QoQ

BroBroadcom Q4 2025 Earnings $AVGO Adj. EPS $1.95, est. $1.87 Rev. $18.02B, est. $17.47B

>Yahoo AI summary: Analysts project a 346.2% increase in Intel's earnings per share (EPS) for 2025, making it an attractive investment compared to competitors like Pinterest. #Yahoo's AI analysis says Intel's competition is Pinterest LMAO🤌

Too many gloomy fukers in here...Oracle did very good on eps but the debt is worrisome, but calls bitches.  Should be higher again 250.  😂

Earnings were lifted by a $2.7 billion pre-tax gain from the Ampere stake sale, inflating both GAAP and adjusted EPS. Yuck, even that is fake

EPS beat, guide up, RPO up, datacenter rev up....and the fucker face planted into 200. Then it dragged NVDA down with it. This little fucker....

25 mins ago: ORCL Q2 EARNINGS • Sales $16.1B vs Est. $16.2B • EPS $2.26 vs Est. $1.64 • Operating Income $6.7B vs Est. $6.8B

Garbage stock orcl missed on both eps and revenue. Remove those tax gains and you will see eps below forecast. Due a $2.7 billion pre-tax gain from the sale of Oracle's interest in its Ampere chip company. Removing the $2.7 billion pre-tax gain, Oracle's adjusted non-GAAP EPS is approximately $1.54 per share. This figure is below the analyst consensus estimate of approximately $1.64

Due a $2.7 billion pre-tax gain from the sale of Oracle's interest in its Ampere chip company. Removing the $2.7 billion pre-tax gain, Oracle's adjusted non-GAAP EPS is approximately $1.54 per share. This figure is below the analyst consensus estimate of approximately $1.64

Yeah EPS beat 2.24 vs 1.62 and revenue miss by a little bit

ORCL huge eps beat stock will be fine since we got QE back aswell

Didn't they kill it with EPS over 30% over guidance?

Oracle missed on revenue. Who cares about EPS then…

Oracle EPS beat is insane

NFLX +28% EPS GROWTH this year stock up 4% ytd crashing every day fuck this shit buying more though

On we go and honestly who cares but eventually they will have to completely rework how companies are evaluated like P/E, EPS, etc., it just doesnt make sense anymore it's all bonkers

and yet only at 7.4 PE and $2.61 EPS

Def could be wrong but this what I saw idk "UiPath topped quarterly estimates with $0.16 EPS (vs. $0.14 expected) and $411.1M revenue (up 15.9% YoY), but analysts' consensus remains cautious—average rating "Reduce" with a $16 target." -reduce rating meaning analysts think investors should sell some or all their shares because they believe the stock is overvalued the current price or has limited upside 🤷‍♂️

Sounds like TSLA is removing some safety monitors in Austin on 12/31/25 once they finish validation. 10x larger model to launch sometime Q1 2026. If the market brushes off the slow growth / EPS sharply declining narrative in Q1 2026, that will be a huge win for the bulls, as that suggests the AI narrative is start to catch on.

Guys I know a company that beat EPS by 20% and has 8.8B of cash on hand with no debt. Think its worth revealing?

Ban me. GAMECOCK beats EPS. Where's old man Buffet?????