EPS
WisdomTree U.S. LargeCap Fund - Recent news and sentiment analysis
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In 1 year they will beat this EPS by +900% 🤣
In 1 year they will beat this EPS by +900% 🤣
tax hit miss, why keep the put? Metric Q3 2024 Q42024 Q12025 Q22025 Q32025(Adjusted) Revenue ...
tax hit miss, why keep the put? Metric Q3 2024 Q42024 Q12025 Q22025 Q32025(Adjusted) Revenue $40.59B $48.39B $42.31B $47.52B $51.24B Adjusted EPS $6.03 $8.02 $6.43 $7.14 $7.25
Google is spending more for a lower eps
Google is spending more for a lower eps
Elon's $1T Compensation Package: The Perfect Distraction From TSLA Fundamentals
**Elon's $1T Compensation Package: The Perfect Distraction From TSLA Fundamentals** Here’s how I plan to trade Tesla’s annual shareholder meeting, scheduled for November 6: * The board and Elon Musk himself are warning (almost to the point of blackmailing) shareholders that if the $1T compensation package doesn't go through, Elon will leave the company. * Several proxy advisor firms and other institutions have advocated against approving this package. This creates a massive overhang on the stock. Why? * Well, if Elon leaves, Tesla is cooked. The stock is trading at 360x P/E, with EPS projected to decline by over 30% yoy in FY 2025. It doesn't take two brain cells to click that Tesla stock is basically Elon's promises. Without him, Tesla would be a boomer automobile maker, trading at boomer P/E multiples (10x lower than today's) * I believe the $1T plan will go through, even though shareholders remain skeptical of the terms, the dilution it could bring, and the moonshot milestones required to hit the 1% stock unlock thresholds. As the overhang (Elon leaving Tesla) dissipates, the stock could rip. I own $460, Nov. 7 call options to ride the wave. *(Note: watch me in the porn loss section next week)* **The $1T Compensation Plan Is THE Perfect Distraction From Fundamentals** The noise around the 2025 shareholder meeting, where a decision on Elon's $1T compensation package will be made, is pretty much why the stock is still staying afloat after releasing terrible Q3 earnings results (despite the tailwind related to the end of the $7,500 EV tax credit in September). To understand what I mean by terrible, take a look at the revenue growth below (quarterly data): [Fiscal AI | Quarterly Revenue Growth \(yoy change\)](https://preview.redd.it/ek4lz67sj4yf1.png?width=940&format=png&auto=webp&s=3ec911d70f430773c3a8c9fece6601f2a93ba5ec) The one-time bump in Q3 is laughable to say the least. Speaking of laughable things, just take a look at all the promises that management (mainly Elon) failed to deliver this year: [GuidanceTerminal.com | Missed promises from Tesla](https://preview.redd.it/t5wdyhqtj4yf1.png?width=940&format=png&auto=webp&s=ea16ae2b557d5d263a690805a9c0dfd5151d57e4) And that's just the tip of the iceberg. How about the future ventures? Let's start with robotaxis first. In Q2, Elon stated: And I think we'll probably have autonomous ride-hailing in probably half the population of the U.S. by the end of the year. In Q3, this is what he said: And then we do expect to be operating Robotaxi in, I think, about 8 to 10 metro areas by the end of the year. This is the classical mañana, mañana, mañana. He promised autonomous ride-hailing to 50% of the US population and now only to 8-10 metro areas. Today, there are only 2 areas under operation, with a safety driver (chaffeur) on board! Let that sink in: 2 areas since June. And Elon is saying 8-10 before year-end. Moving on to the automotive segment, I was let down by Elon's promise of an affordable model <$30k in H1 2025. [GuidanceTerminal.com | Elon's Goal Evolution Status](https://preview.redd.it/gocvcnqvj4yf1.png?width=940&format=png&auto=webp&s=8c58d8e9a28a24d1edf7952e086a5700db74c88b) I mean, it's baffling how management said this in Q3 last year: But now it'll cost on the order of cost roughly $25,000. So it is a $25,000 car. (Elon Musk) Sure. I mean, as Elon and Vaibhav both said, you are in plan, to meet that in the first half of next year. (Lars Moravy) Well, the May 7, 2025 introduction was a Model Y Long Range RWD at $44,990 MSRP (about $37,490 after the $7,500 federal credit). The Model Y Standard is $39,990, and even the recently announced Model 3 Standard is $36,990. Laughable to see how management fails to deliver. Speaking of laughable things: Optimus. Back in Q2, no other than the main man, Elon, said: So there will probably be prototypes of Optimus 3 end of this year and then scale production next year. In Q3, the mañana, mañana pattern emerged again: we look forward to unveiling Optimus V3 probably in Q1. I think it will be ready for -- to show off. I could go on and on, and the list of failed and downgraded promises just keeps on forever. Moving on to the Street's expectations, the top-line (revenue) looks awful this year. Next year, it seems that it could go up by 15%, but that’s only because of an easy comparison (2025 was a slow year, so beating that is not a major feat). [Seeking Alpha | Revenue Expectations](https://preview.redd.it/387nhh0yj4yf1.png?width=940&format=png&auto=webp&s=dba83aa44460ff555c85921107f7969f58db47b1) On the bottom line, things are raw, with a 31% yoy decline projected this year. [Seeking Alpha | EPS estimates](https://preview.redd.it/783g9dvzj4yf1.png?width=940&format=png&auto=webp&s=bc73c80a7d104f284e2a3931a0f22eeb8735fa4d) That 36% improvement that you see next year is, again, due to easy comparables. Take into account that if EPS drops 30% in one year, and increases 30% the next year, you haven't fully recovered the 30% drop. Basic math, boy. So, overall, the picture look raw in the near to mid term for Tesler, regardless of whether Elon is around or not. In any normal scenario, I wouldn't touch this stock (let alone options) with a 10ft pole. So, why do I own ATM call options expiring on November 7? The answer is asymmetric upside. **Tesler Stock Has A Massive Overhang About To Be Removed** For the degens reading this that don't know what overhang means in financial jargon, it refers to a major risk or uncertainty that weighs on a company's stock until it's resolved. Take the example of Alphabet (Google) on September 3: * Shareholders had a carrot up their ass for 5 years as Google was fighting in an antitrust case vs the FTC for its Chrome browser, the Android OS, and the ability to pay Apple (under-the-table style) amounts closer to $20B a year to be the default browser in Safari. * As soon as U.S. District Judge Amit Mehta ruled on September 3 in favor of Google, the stock ripped as the company can keep doing the same shenanigans with Apple. Since then, the stock has been up 30%. Why? **Because a major overhang (i.e., carrot in shareholders' ass) was removed.** How is this related to Tesla? Here is where things get interesting. This Monday, no other than Tesla's Chair, Robyn Denholm, went live on CNBC on a pressure campaign (almost blackmailing in street terms), warning shareholders that if the $1T compensation plan doesn't get through, the company would lose its CEO. She said: Without Elon, Tesla could lose significant value, as our company may no longer be valued for what we aim to become In plain English: Tesla is trading at a 1-year forward P/E multiple of 358x. Clarifying for the degens, that means you're paying 358 times for next year's earnings (i.e., the midpoint of Wall Street's expectations). In comparison, boomers are paying 8x for GM's next year's earnings, and tech bros are paying 45x for NVIDIA's next year's earnings. Essentially, she is hinting at three things: 1. Tesler is a meme stock that is trading at a sky-high premium. 2. That premium could rerate and revert back to the median if Elon leaves the company. 3. If you don't vote "Yes" to the $1T plan, he leaves and the stock rerates at "GM-levels" Now, give me in the comments section one chair of a publicly traded company in the US that went live on TV to recommend shareholders voting for a specific clause within a proxy statement (for the degens that don't know what a proxy is, this is a DEF14A filing that contains the details of Elon's compensation plan). For context, she went live on CNBC due to the pushback from boomer proxy advisor firms ISS and Glass Lewis, who publicly recommended voting "No" for Elon's compensation plan. By the way, those two are just the tip of the iceberg. There are many others pushing shareholders to vote "No", including the SOC Investment Group, several state treasurers (including Nevada, New Mexico, and Connecticut), Americans for Financial Reform, AFT, CWA, or Public Citizen. In fact, Elon himself called[ ](https://www.cnbc.com/2025/10/24/elon-musk-corporate-terrorists-iss-glass-lewis-proxy-advisors-pay.html)these players the T word in the last earnings call. **So, what?** Believe it or not, Tesla is mostly owned by institutional investors and not retail degenerates. [Fiscal AI | Tesla Stock Ownership](https://preview.redd.it/k6ae37c2k4yf1.png?width=940&format=png&auto=webp&s=c8df7eef08220e33cd4b9f911e36a2cc2e97d446) These heads of these funds are mostly boomers (on substances) who tend to hire firms to advise them on what to do. Those firms are right now recommending against the $1T compensation plan. Therefore, shareholders have a carrot up their ass, similar to Alphabet shareholders in the 5-year antitrust case, but the resolution date is just a week from now (November 6). I have a high conviction that there is an overhang on Tesla right now. I argue that if the overhang dissipates, shares could rip (similar to Alphabet, or any public US equity on April 9, when the market realized Trump was bluffing with the tariffs on his April 2 spreadsheet). **The Trading Opportunity** I'm betting with my call options ($460 strike, Nov. 7 expiration) that the $1T plan will get approved, and Elon will remain in the company, pumping the stock in his style. Why am I so convinced? Simple. It doesn’t take two brain cells to see this fact: If Elon is not around, Tesla will tank. As a shareholder, that's the last thing you want, regardless whether you like the $1T plan or not. Therefore, I believe the boomers who own most of Tesla (I’m talking about >1% holders, not “Eric the degen” who can barely afford 10 shares) will still vote yes while gritting their teeth. Once the $1T compensation plan gets approved, bulls will likely pump the stock as the overhang disappears. **If you think this is a sell on the news, think twice.** A sell on the news is a sell on an anticipated event where you know something is about to be announced with certainty (i.e., the new iPhone 17, the Model 3 Standard, Nvidia's GTC events, etc). However, even though I am convinced that the $1T package will go through, **there is no guarantee it will**. This adds uncertainty, which is not welcomed by the market (therefore, the overhang). In other words, I don't think there will be a sell on the news. That said, if the package doesn't go through, you will see me in the porn loss section. (likely event)
ppl are concerned about increased CAPEX again, yeah u can argue its good since it means demand, but ...
ppl are concerned about increased CAPEX again, yeah u can argue its good since it means demand, but it also means its more money spent away from the shareholders. And the EPS beat was below the whisper (4$) and only like 1.2% above estimates, so not that exciting when ur paying for like what.. 35 forward PE? Azure 38% growth was insane tho, so its not all bad. I think, thats what the consensus is. It was a fine quarter, but not explosive enough, especially when GOOG is reporting the very same day.
Guides were all good, capex and revenue. It was just a one time tax thing that made eps miss. Otherw...
Guides were all good, capex and revenue. It was just a one time tax thing that made eps miss. Otherwise would have smashed
Alright serious here for once — META target buy in? Personally think it’s always been too high, but...
Alright serious here for once — META target buy in? Personally think it’s always been too high, but I go with the market not my dumb thoughts. So want to buy this dip I think. Adj beat EPS beat on Rev. I think there’s enough positive sentiment on meta in general that this should bounce back.
They said the EPS miss was due to "taxes" As if corporations pay taxes lmaoo
They said the EPS miss was due to "taxes" As if corporations pay taxes lmaoo
EPS lower than expected due to a one time tax deferral payment
EPS lower than expected due to a one time tax deferral payment
Meta said it had a $15.9 Billion one time expense which without that their EPS would have been $7.2...
Meta said it had a $15.9 Billion one time expense which without that their EPS would have been $7.25 which would have been a beat. I’m buying the shit out of this irrational dip. Love it.
Yea they had to pay a one-time tax payment of $15.9. Without it the eps would’ve been 7.25 I believe
Yea they had to pay a one-time tax payment of $15.9. Without it the eps would’ve been 7.25 I believe
Dang MSFT beat EPS more than expected. Im copium atm.
Dang MSFT beat EPS more than expected. Im copium atm.
Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 (Adjusted) Revenue $40.59B $48.39B. $42.31B. $47.5...
Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 (Adjusted) Revenue $40.59B $48.39B. $42.31B. $47.52B $51.24B Adjusted EPS $6.03 $8.02 $6.43 $7.14 $7.25
ok am i paranoid or how come both NFLX and META are suprisingly missing EPS simply cuz of tax reason...
ok am i paranoid or how come both NFLX and META are suprisingly missing EPS simply cuz of tax reasons, but otherwise wouldve beaten estimates easily. Seems convenient? So is this real, and if so why only them and none of the other companies in the SP500? Idk
EPS miss bigly due to 15B in taxes
EPS miss bigly due to 15B in taxes
azure outperformed (39% growth vs 37% estimates afaik. I think its EPS growth was only slightly abov...
azure outperformed (39% growth vs 37% estimates afaik. I think its EPS growth was only slightly above estimate (3.7$) but below whisper by a good bit (4$). But dunno what else it could be
Are you kidding? Eps projections were six a share and they reported $1 lmao
Are you kidding? Eps projections were six a share and they reported $1 lmao
I saw a comment on Meta reporting $1 EPS vs 6.72 EPS and thought the dude was memeing for laughs. N...
I saw a comment on Meta reporting $1 EPS vs 6.72 EPS and thought the dude was memeing for laughs. Nope, it's real.
Missed EPS is a no no in this market
Missed EPS is a no no in this market
It says -EPS 7.25 vs 1.05 if not tax charge
It says -EPS 7.25 vs 1.05 if not tax charge
One time $15B non cash tax charge which means EPS would have been $7.25. So would have been a clear ...
One time $15B non cash tax charge which means EPS would have been $7.25. So would have been a clear Beat
META looks oversold, earnings report looks decent. Big miss on EPS from spending on shitty AI glasse...
META looks oversold, earnings report looks decent. Big miss on EPS from spending on shitty AI glasses, but revenue beat and they still print money.
GOOG 27% beat on EPS while increasing capex once again, unbeatable combo
GOOG 27% beat on EPS while increasing capex once again, unbeatable combo
39% azure growth alone should do this. i think its down cuz the whisper was 4$ EPS, and they only di...
39% azure growth alone should do this. i think its down cuz the whisper was 4$ EPS, and they only did 3.7$ (so above estimate of 3.6$), but below the higher end of estimates. I think this will be fine (famous last words?)
EPS
META dumped because EPS was so far below due to high AI spend without commensurate increased revenue...
META dumped because EPS was so far below due to high AI spend without commensurate increased revenue.
ALPHABET 3Q REV. $102.35B, EST. $99.85B *ALPHABET 3Q GOOGLE AD REV. $74.18B, EST. $72.46B *ALPHABE...
ALPHABET 3Q REV. $102.35B, EST. $99.85B *ALPHABET 3Q GOOGLE AD REV. $74.18B, EST. $72.46B *ALPHABET 3Q EPS $2.87, EST. $2.26 *ALPHABET 3Q GOOGLE CLOUD REV. $15.16B, EST. $14.75B *ALPHABET 3Q GOOGLE SEARCH & OTHER REV. $56.57B, EST. $54.99B *ALPHABET 3Q GOOGLE SERVICES REV. $87.05B, EST. $84.67B *GOOGLE CLOUD ENDING QUARTER WITH $155B IN BACKLOG *ALPHABET 3Q CAPEX $23.95B, EST. $22.38B *GOOGL SEES FY CAPEX $91B TO $93B, SAW ABOUT $85B, EST. $84.04B *martyparty on x*
why is msft dropping? EPS beat is super
why is msft dropping? EPS beat is super
it attaches itself to whatever is falling, meta falling so rddt falls, googl pumping but it doesnt m...
it attaches itself to whatever is falling, meta falling so rddt falls, googl pumping but it doesnt matter to rddt because rddt is retarded and somehow rddt cares that meta missed their eps because they are spending a shit ton of money on AI even though rddt doesnt spend much on AI development
They missed EPS due to a one time expenditure.
They missed EPS due to a one time expenditure.
For anyone wonder Why this Huge META EPS miss: EPS miss was due to this one-time $15.9 billion expe...
For anyone wonder Why this Huge META EPS miss: EPS miss was due to this one-time $15.9 billion expense: "We expect a significant reduction in our U.S. federal cash tax payments for the remainder of 2025 and future years due to the implementation of the One Big Beautiful Bill Act. However, the implementation also led to the recognition of a valuation allowance against our U.S. federal deferred tax assets, reflecting the impact of the U.S. Corporate Alternative Minimum Tax. As a result, the third quarter 2025 provision for income taxes includes a one-time, non-cash income tax charge of $15.93 billion."
ALPHABET 3Q REV. $102.35B, EST. $99.85B *ALPHABET 3Q GOOGLE AD REV. $74.18B, EST. $72.46B *ALPHABE...
ALPHABET 3Q REV. $102.35B, EST. $99.85B *ALPHABET 3Q GOOGLE AD REV. $74.18B, EST. $72.46B *ALPHABET 3Q EPS $2.87, EST. $2.26 *ALPHABET 3Q GOOGLE CLOUD REV. $15.16B, EST. $14.75B *ALPHABET 3Q GOOGLE SEARCH & OTHER REV. $56.57B, EST. $54.99B *ALPHABET 3Q GOOGLE SERVICES REV. $87.05B, EST. $84.67B *GOOGLE CLOUD ENDING QUARTER WITH $155B IN BACKLOG *ALPHABET 3Q CAPEX $23.95B, EST. $22.38B *GOOGL SEES FY CAPEX $91B TO $93B, SAW ABOUT $85B, EST. $84.04B *martyparty on x*
Other reports have eps at over 7 usd though?
Other reports have eps at over 7 usd though?
#GOOG EPS at 0.54/share higher than estimated GAH DAMN THATS HUGE
#GOOG EPS at 0.54/share higher than estimated GAH DAMN THATS HUGE
Well they missed EPS bad lol
Well they missed EPS bad lol
One time tax charge of $15.9 B? So would they of beat EPS without that? And who charged that tax cha...
One time tax charge of $15.9 B? So would they of beat EPS without that? And who charged that tax charge?
Okay I didn't read that part. How do you read EPS? How can it be 1, est 6 when overall earnings were...
Okay I didn't read that part. How do you read EPS? How can it be 1, est 6 when overall earnings were on par (nominal beat)?
Meta 1,05 eps vs 6,72 est💀💀💀
Meta 1,05 eps vs 6,72 est💀💀💀
Because Microsoft investors expect 100% eps. They always smash earnings
Because Microsoft investors expect 100% eps. They always smash earnings
Goddamn. Meta eps expectations were $6 and they reported $1. Holy fucking miss batmang
Goddamn. Meta eps expectations were $6 and they reported $1. Holy fucking miss batmang
How did Meta EPS miss by 84%?
Meta Huge eps miss wtf?!
They missed eps bad
EPS missed by a mile.
META EPS of $1 vs $6.67 expected. Down fuckin 85% YoY
META EPS of $1 vs $6.67 expected. Down fuckin 85% YoY
Meta Q3 2025 Earnings $META EPS $1.05 vs. $6.03 y/y Revenue $51.24b, est. $49.59b Advertising reven...
Meta Q3 2025 Earnings $META EPS $1.05 vs. $6.03 y/y Revenue $51.24b, est. $49.59b Advertising revenue $50.08b, est. $48.59b Family of Apps revenue $50.77b, est. $49.04b Family of Apps operating income $24.97b, est. $24.79b Reality Labs revenue $470m, est. $317m Reality Labs operating loss $4.43b, est. loss $5.16b Operating income $20.54b, +18% y/y Sees Q4 revenue $56b to $59b, est. $57.38b
Microsoft Q1 2026 Earnings $MSFT EPS $3.72, est. $3.67 Revenue $77.67B, est. $75.55B Intelligent Cl...
Microsoft Q1 2026 Earnings $MSFT EPS $3.72, est. $3.67 Revenue $77.67B, est. $75.55B Intelligent Cloud revenue $30.9B, est. $30.18B Cloud revenue $49.1B Azure & Other Cloud revenue ex-FX +39%, est. +37.1%
That META EPS miss is due to one time items.
That META EPS miss is due to one time items.
Alphabet Q3 2025 Earnings $GOOGL EPS $2.87, est. $2.26 Revenue $102.35B, est. $99.85B Revenue ex-TA...
Alphabet Q3 2025 Earnings $GOOGL EPS $2.87, est. $2.26 Revenue $102.35B, est. $99.85B Revenue ex-TAC $87.47B, est. $85.11B Google Services revenue $87.05B, est. $84.67B Google Search & Other revenue $56.57B, est. $54.99B YouTube Ads revenue $10.26B, est. $10.03B Google Ads revenue $74.18B, est. $72.46B Google Cloud revenue $15.16B, est. $14.75B Operating income $31.23B, est. $32.11B CapEx $23.95B, est. $22.38B
META earnings out *META 3Q EPS $1.05 VS. $6.03 Y/Y *META 3Q REV. $51.24B, EST. $49.59B *META 3Q O...
META earnings out *META 3Q EPS $1.05 VS. $6.03 Y/Y *META 3Q REV. $51.24B, EST. $49.59B *META 3Q OPER INCOME $20.54B, +18% Y/Y *META SEES 4Q 2025 TOTAL REV. TO BE IN RANGE OF $56-59B