Earningrelease @earningrelease

$IBKR Q3 2026 Earnings: Solid Results, Dividend Hike Revenue: GAAP $1.91B (+16% YoY) / Adjusted $1.87B vs ~$1.86B est (beat) EPS: GAAP $0.69 / Adjusted $0.67 (in-line with ~$0.67 est; prior year adjusted $0.57) Highlights: Dividend raised 71% to $0.15/share quarterly 💵💵 Customer accounts +35% YoY to 5.58M; customer equity +27% to $964.7B Customer margin loans +36% to $105.2B Net interest income +19% to $1.15B; commissions +12% on +18% DARTs Pretax margin ~78% Outlook / Projections: No formal quantitative guidance (consistent with prior quarters) Analysts see ~$7.4B revenue in 2026 (+~19%) and ~$8.75B in 2027 (+~18%) Focus on account growth, bank charter rollout, AI/agentic tools, crypto & prediction markets expansion Stock: Closed +2.25% at $86.03; after-hours trading ~-1.5% to -2% on the print (mixed vs high expectations after recent beats). Strong underlying growth in accounts, balances & interest income, with a clear capital return signal via the dividend increase. #IBKR #Earnings $IBKR

$ERIC Q3 2026 Earnings: Strong Beat 🚀🚀🚀🚀 Revenue: SEK 59.5B (+6% YoY, +7% organic) vs ~SEK 55.4B est (+7.4% beat) Diluted EPS: SEK 1.77 (vs ~SEK 1.55 est; prior year SEK 3.33 included a SEK 1.72 divestment gain) Adj. EBITA: SEK 10.1B vs ~SEK 7.9B est (margin 17.0%) Highlights: Networks organic sales +9%, driven by Japan, India & Middle East modernization Higher IPR/licensing revenues (SEK 3.9B, including retroactive) Cost discipline (opex down YoY) + ongoing share buybacks Organizational simplification to boost focus & efficiency Outlook: Q4 Networks adj. gross margin guided 49-51%; sales to follow typical seasonality Higher component costs expected to pressure margins into 2027 (potential transition year) RAN market remains flat; focus on pricing, efficiency & competitiveness Stock: ~+11% (to ~$10.60-10.70 from $9.58) 🚀🚀🚀 Solid execution in a tough environment, but margin headwinds ahead remain a watchpoint. #ERIC #Earnings $ERIC

$ASML Q3 2026 Results Revenue: €11.66B (slightly below ~€11.7B consensus / in line with many estimates; +55% YoY, record quarter, near high end of €11-12B guidance) EPS: €12.95 (strong beat vs ~€10.7-11.0 consensus; net income €4.96B, +20%+ vs estimates; includes ~€510M investment gain) Gross margin: 57.5% (above guidance) Highlights: *Raised FY2026 revenue guidance to €44-45B (from €43-45B) with ~56% gross margin *Q4 guide: €14.2-15.2B sales, ~57% GM *Strong AI-driven demand; customers already inquiring about orders for 2029-2030 *Supply constrained — planned capacity for 2027-28 won’t fully meet demand; investigating further capacity increases beyond the prior 30% for 2028 *Installed Base Management sales strong at €3.3B; progress on High-NA EUV Pre-market: Initially up ~2% (US) / ~3% (Amsterdam) on the raised outlook and long-term demand signals; reaction has been somewhat volatile/mixed later in pre-market. AI chip equipment demand remains very strong.

Tomorrow it's time for $ASML results. Kicking off Q3 results for the major companies. We'll be following closely.

Nasdaq Earnings next week, we start with the big one: $ASML Wed BMO. Options price about a ±7% move. Last print beat and the stock only rose ~2%. Still well off the 52-week high near $2,000. The tell is Q3 orders and High-NA commentary, not the EPS beat. $FAST Wed BMO. Best real-economy read of the week. Watch daily sales and the manufacturing versus construction mix. A soft print usually hits the stock harder than the quarter itself. $ERIC Thu BMO. The last four post-earnings moves were violent, including +20% and −13%. Networks orders and the margin guide matter more than the headline. $WABC Thu BMO. Small-bank NIM and credit check. The group has lagged the big banks into this print. $IBKR Thu AMC. Up roughly 36% YTD. The bar is high. Client trading, net interest, and account growth have to justify a stock that already rerated. $JBHT Thu AMC. Freight is the swing factor. The last few reports produced double-digit moves. Intermodal volumes and the 2027 guide will move it. $INDB Thu AMC. Up about 7% YTD, down ~7% in the last month. A clean credit book can bounce it; one messy commercial loan will not. $SFNC Thu AMC. Same regional-bank tape. Deposit cost and criticized loans, not the EPS cent.$WAFD Thu AMC. West Coast thrift. Margin and credit after a quiet few months. Easy to ignore until the release. $RBCAA Fri BMO. Low-drama regional. Only matters if credit surprises. $BANF Fri AMC. Last of the bank cluster. A beat here is a read-through for the whole group, not a standalone story. Not advice. Thursday after the close is the crowded session.

$NRIX reports shortly. Consensus: revenue ~$25M, EPS around -$0.57 to -$0.60. Next-day stock reaction after the last 4 earnings prints:-6.60% | -4.59% | -7.93% | -10.13% Four straight red sessions the day after results.

$APLD Q1 FY27: Rev $341.9M vs ~$125M est, +322% YoY Adj. EPS -$0.01 vs -$0.30 Highlights: • Adj. revenue $300.4M • Adj. EBITDA $64.4M (vs $0.5M LY) • NOI $58.8M • HPC hosting rev $262.6M, incl. $65.8M base rent + $183.5M tenant fit-out • ~1.41 GW leased | ~$36B base-term contracted revenue (~$86B with renewals) • 210 MW / 15-yr Delta Forge 2 lease (~$5.2B) • Polaris Forge 1 now 250 MW live (post-quarter) • Up to ~1 GW potential power in Finland Great numbers!!!

$APLD reports earnings today. Are you buying the print, holding through it, or waiting on the sidelines? What’s your move?

$PENG smashed Q4. Revenue: $567M vs ~$521M est (+68% YoY) Non-GAAP EPS: $1.00 vs ~$0.77 est FY27 guide raised to ~$2.43B sales (~40%) and $4.45 non-GAAP EPS. Stock closed +6% into the print and is up another ~7% after hours. AI memory and infrastructure demand is doing the work.

Tuesday Results After Closing the market: $PENG Today Up +4%!!!! Penguin Solutions — EPS est. $0.61, revenue est. $521M $NEOG Neogen — EPS est. $0.04, revenue est. $208M Wednesday After close:

Most anticipated Nasdaq earnings this week (Oct 5–9, 2026) Monday After close: $AEHR Aehr Test Systems — EPS est. $0.05, revenue est. $27.5M Tuesday After close: $PENG Penguin Solutions — EPS est. $0.61, revenue est. $521M $NEOG Neogen — EPS est. $0.04, revenue est. $208M Wednesday After close: $APLD Applied Digital — revenue est. $125M Thursday Before open: $PEP PepsiCo — EPS est. $2.29, revenue est. $25.0B Thursday After close: $NRIX Nurix Therapeutics — revenue est. $480M Friday: no releases scheduled. My favorites to follow are: $AEHR +21,18 %. average change after results (last 3 quarters) $PENG +19,25 % average change after results (last 2 quarters) $NEOG +16,15 % average change after result (last 4 quarters) Which one is your favorite?

No results after the close today. We can sleep easy.

@ApeStrong1122 @joecarlsonshow The Beast!

$MU just crushed FQ4 FY26. Revenue: $54.23B vs ~$51.1–$51.5B est Adj. EPS: $33.42 vs ~$31.6–$31.8 est Gross margin: 87% (record) Highlights: • Revenue +379% YoY, EPS +1,003% YoY • Core data center + cloud memory still the engine • Q1 FY27 guide: rev $60–63B, adj. EPS $37.15–$39.15 — both above Street • AI memory tightness still intact; SCAs locking in demand, Memory boom isn’t fading. $MU

Today after the close: $MU (the beast) reports. Est. EPS: $31.41 Est. revenue: $51.24B Market cap: ~$1.20T How the stock moved after the last 4 earnings prints: Last report: +15.74% T-2: -3.78% T-3: +10.21% T-4: -2.82% Two strong beats, two modest fades. Last print was the big one. Let’s see if the beast delivers again.

$CNXC Q3 FY26: Rev $2.45B vs ~$2.48B est (slight miss) | Non-GAAP EPS $2.92 vs $2.65–$2.77 guide / ~$2.81 est (beat)AH: stock ~-4% after close ($23.90 vs $24.92). Beat profit guide, record Q3 adj. FCF $218M, dividend hiked to $0.37. FY26 rev cut to $9.83–$9.88B. $1.05B non-cash goodwill hit. crweworld.com/article/news-p…

$CNXC reports Q3 earnings today after the close. The stock is down -40.16% YTD, -17.34% MTD, and -2.72% today. Very negative trend heading into results.

$MDB down ~16–18% today after CEO Chirantan “CJ” Desai stepped down (less than a year in the role) to join $META as Chief Enterprise Platform Officer, reporting to Zuckerberg. Former CEO Dev Ittycheria is back as interim CEO. Company reaffirmed guidance, but the market is pricing in leadership uncertainty right before investor day.

$CHRN reports earnings today after the market close.Expected: ~$18.1M revenue | EPS around -$0.06 (estimates range -$0.03 to -$0.08). Last 4 earnings reactions: +2.05% | -4.83% | +9.15% | -27.37%Worth watching. Today green +1,5% aprox

Next week’s most anticipated earnings are here. The beast $MU reports after the close on Wednesday. Expected: Revenue $51.20B | EPS $31.24 Last 4 earnings reactions: +15.74% / -3.78% / +10.21% / -2.82% Also reporting: $CHRN (Mon), $CNXC (Tue after close), $CALM (Wed before open) and $PRGS (Wed after close). Full calendar below. Visit stockearnings.net for more. This is not investment advice 😘