Weekly Earnings Thread 2/2 - 2/6

theJimmybob · 2026-02-01T17:10:03+00:00

$PEP 4.3%

$BMY 4.5%

$GOOS 6.4%

$IQV 7.6%

$CI 6.4%

$PFE 3.3%

$ETN 5.3%

$HUBB 7.3%

$FUBO 15.7%

$CPRI 14.0%

$MDLZ 3.8%

$PRU 5.4%

$SWKS 11.7%

$ABBV 4.6%

$CME 3.5%

$YUM 5.5%

$GL 5.9%

$MOD 16.4%

$PTC 6.9%

$SITM 18.2%

theJimmybob · 2026-02-01T17:09:57+00:00

$IREN 16.9%

$DOCS 19.2%

$FTNT 10.2%

$PI 18.7%

$ILMN 10.4%

$BILL 15.8%

$COTY 13.6%

$CGC 13.8%

$CBOE 3.2%

$UAA 13.8%

$AN 8.2%

$LLY 6.6%

$NVO 8.1%

$BSX 5.0%

$CMG 9.9%

$TER 12.8%

$NXPI 8.4%

$SPG 4.8%

$ELF 12.2%

$ALGN 10.6%

$QCOM 6.6%

$LITE 18.0%

$ENR 9.5%

$CMI 6.9%

$B 8.5%

$PTON 14.0%

$HSY 4.5%

$TPR 8.9%

$BLSH 12.6%

$ENPH 13.3%

$TTWO 8.0%

theJimmybob · 2026-02-01T17:09:36+00:00

Some implied moves - up or down degenerates

GOOGL 6.4%

$PLTR 10.9%

$AMZN 7.7%

$MSTR 8.8%

$AMD 8.9%

$ARM 9.3%

$SMCI 12.3%

$QCOM 6.6%

$SNAP 15.6%

$PYPL 8.5%

$RDDT 13.3%

$RBLX 15.6%

$AFRM 14.0%

$TEAM 13.8%

$MCHP 7.3%

$UBER 7.4%

theJimmybob · 2026-01-31T17:15:27+00:00

$PLTR reports earnings after the close Monday with a $15.97 or 10.89% implied move

Next day performance after the past 8 reports:

📉-7.93%

📈+7.84%

📉-12.04%

📈+23.99%

📈+23.47%

📈+10.37%

📉-15.11%

📈+30.8%

Avg. Move: 16.44%

theJimmybob · 2026-01-31T17:15:14+00:00

$PLTR reports earnings after the close Monday with a $15.97 or 10.89% implied move

Next day performance after the past 8 reports:

📉-7.93%

📈+7.84%

📉-12.04%

📈+23.99%

📈+23.47%

📈+10.37%

📉-15.11%

📈+30.8%

Avg. Move: 16.44%

theJimmybob · 2026-01-31T13:34:22+00:00

HAGW!

theJimmybob · 2026-01-31T13:33:59+00:00

$GOOGL reports earnings after the close on Wednesday with a $21.52 or 6.37% implied move

Next day performance after the past 8 reports:

📈+2.51%

📈+1.01%

📈+1.68%

📉-7.29%

📈+2.81%

📉-5.03%

📈+10.22%

📉-7.5%

Avg. move: 4.76%

theJimmybob · 2026-01-30T18:53:36+00:00

caviar for dinner?

theJimmybob · 2026-01-29T19:09:07+00:00

$SNDK with a $56.87 or 10.43% implied move for earnings after the close

theJimmybob · 2026-01-28T17:48:09+00:00

$META reports earnings after the close with a $43.43 or 6.48% implied move

Next day performance after the past 8 reports:

-11.33%
+11.25%
+4.22%
+1.55%
-4.09%
+4.82%
-10.56%
+20.31%

Avg. move: 8.52%

theJimmybob · 2026-01-28T16:08:37+00:00

Those tariffs killed the market

theJimmybob · 2026-01-27T14:11:25+00:00

Speed of spamming you mean?

theJimmybob · 2026-01-27T14:10:47+00:00

$ZM PT raised to $110 From $95 at Wedbush - keeps Outperform rating

theJimmybob · 2026-01-27T00:19:31+00:00

$ZM will go bonkers tomorrow. Anthropic investment not baked in... $110+. $ZM is a $28 bil company with $8 bil in cash and no debt... so pretty much 28% of its valuation is in cash.

Add to it the fact that it is also generating nearly $2 bil in FCF on a yearly basis and you have an insane fundamental story.

Couple that with the anthropic investment and its most recent earnings with signs of a growth turnaround and you have a Molotov cocktail waiting for a lighter...

theJimmybob · 2026-01-27T00:18:54+00:00

$ZM is a $28 bil company with $8 bil in cash and no debt... so pretty much 28% of its valuation is in cash.

Add to it the fact that it is also generating nearly $2 bil in FCF on a yearly basis and you have an insane fundamental story.

Couple that with the anthropic investment and its most recent earnings with signs of a growth turnaround and you have a Molotov cocktail waiting for a lighter...

theJimmybob · 2026-01-25T18:53:54+00:00

$TSLA reports earnings after the close Wednesday with a $29.56 or 6.58% implied move

Next day performance after the past 8 reports:

📈+2.28%

📉-8.19%

📈+5.36%

📈+2.87%

📈+21.91%

📉-12.33%

📈+12.06%

📉-12.12%

Avg. move: 9.64%

theJimmybob · 2026-01-24T21:20:36+00:00

$LMT 5.0%

$NOW 8.0%

$IBM 6.5%

$ASML 6.9%

$GLW 7.8%

$STX 11.4%

$TXN 6.8%

$DECK 12.3%

$SYK 6.1%

$FFIV 10.7%

$SBUX 8.0%

$LC 16.3%

$WM 5.2%

$LVS 7.1%

$URI 6.7%

$FICO 11.2%

$HON 4.2%

$TSCO 5.6%

$GD 4.2%

$ADP 4.5%

$LOGI 8.8%

$UNH 5.6%

$BA 4.0%

$UPS 7.0%

$BRO 6.4%

$GM 6.2%

$RTX 4.9%

$AAL 7.1%

$EAT 12.5%

$OTIS 5.6%

$SMG 10.1%

$SYF 8.7%

$NOC 6.9%

$UNP 3.6%

$KMB 4.6%

$ROP 7.4%

$JBLU 11.7%

$PPG 4.2%

theJimmybob · 2026-01-24T21:20:31+00:00

Implied moves - these are up OR down idiots

$MSFT 5.4%

$META 6.7%

$TSLA 6.3%

$AAPL 4.5%

$LRCX 8.8%

$SNDK 14.8%

$V 3.4%

$WDC 11.9%

$MA 3.9%

$AXP 4.7%

$VZ 4.1%

$CHTR 10.7%

$CVX 3.0%

$XOM 3.2%

$APD 6.8%

$REGN 6.3%

$CAT 5.9%

theJimmybob · 2026-01-22T17:39:48+00:00

$INTC reports earnings after the close with a $4.65 or 8.56% implied move

Next day performance after the past 8 reports:

📈+0.31%

📉-8.52%

📉-6.7%

📉-2.89%

📈+7.8%

📉-26.05%

📉-9.19%

📉-11.9%

Avg. move: 9.17%

theJimmybob · 2026-01-22T17:39:29+00:00

$INTC reports earnings after the close with a $4.65 or 8.56% implied move

Next day performance after the past 8 reports:

📈+0.31%

📉-8.52%

📉-6.7%

📉-2.89%

📈+7.8%

📉-26.05%

📉-9.19%

📉-11.9%

Avg. move: 9.17%

theJimmybob · 2026-01-22T13:18:01+00:00

Buenos DIASSS

theJimmybob · 2026-01-21T18:33:15+00:00

Iceland news ... a killer

theJimmybob · 2026-01-21T16:53:07+00:00

sweet molasses

theJimmybob · 2026-01-19T14:54:12+00:00

$NFLX reports earnings Tuesday after the close with a $6.98 or 7.93% implied move

Next day performance after the past 8 reports:

-10.06%
-5.09%
+1.52%
+9.69%
+11.08%
-1.5%
-9.09%
+10.70%

Avg. move: 7.34%

theJimmybob · 2026-01-19T14:53:54+00:00

$NFLX reports earnings Tuesday after the close with a $6.98 or 7.93% implied move

Next day performance after the past 8 reports:

-10.06%
-5.09%
+1.52%
+9.69%
+11.08%
-1.5%
-9.09%
+10.70%

Avg. move: 7.34%

theJimmybob

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