Earnings live updates: Moderna's COVID vaccine sales drive revenue growth, raised outlook Yahoo Finance Updated Fri, November 6, 2026 at 11:36 AM EST 1 min read ROKU +1.02% ^GSPC +0.95% MRNA +9.62% AAPL +0.03% PLTR +4.41% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
The third quarter earnings season is over halfway done, and the reports continue to pour in. This week brought another shot of major earnings courtesy of Apple (AAPL), Palantir (PLTR), and AMD (AMD).
Read more: Apple beats Q4 estimates on strong iPhone sales but misses on China revenue
In addition to those tech heavyweights, investors are watching the results out of Roku (ROKU), Arm Holdings (ARM), McDonald's (MCD), QUALCOMM (QCOM), Novo Nordisk (NVO), Uber Technologies (UBER), Toyota Motor Corporation (TM), ConocoPhillips (COP), and Moderna (MRNA).
S&P 500 corporations continue to demonstrate robust earnings growth. According to FactSet data, approximately 60% of S&P 500 companies have already reported Q3 earnings, with an overall earnings growth rate of 30.2%. If that rate holds, it will mark the third straight quarter of earnings growth above 25% for the index.
Oklo (OKLO) stock soared 16% after the advanced nuclear technology company's third quarter results beat expectations on the top and bottom lines.
The company also received a $6.8 million Department of Energy award, along with Idaho National Laboratory, to develop recycled metal into reactor fuel.
Here's what Oklo reported versus analyst estimates compiled by S&P Global Market Intelligence:
Revenue: $1.86 million, versus 1.11 million estimated
Loss per share: $0.22, narrower than the $0.26 loss per share estimated
When asked about whether the Democratic midterm "blue wave" would affect Oklo's outlook down the line, management said it didn't expect a big impact.
"I do think that you're going to see continued concentration of data centers in states that are supportive of this, because there are states that are going to be supportive and interested in having these things, and that's just going to further pull demand into some different locations," executives said on the earnings call. "I think the other thing that's important is nuclear has a strong bipartisan level of support."
Moderna (MRNA) just posted its first profit in two years. The stock fluctuated in premarket trading.
In the third quarter, Moderna reported earnings per share of $0.38, beating Wall Street analysts' projection for a $1.25 loss per share. Revenue of $1.3 billion grew 29% year over year also easily surpassed the Street's estimate of $890 million.
Moderna said COVID-19 vaccine sales overseas drove the revenue gains.
"We delivered 29% revenue growth in the third quarter, alongside the U.S. approval of mFLUSIVA, our fifth approved product globally, and positive Phase 3 results for intismeran in melanoma," CEO Stéphane Bancel said.
Moderna raised its full-year revenue guidance. The company now expects sales to grow 15% to 25%, up from its previous outlook of up to 10% growth.
Year-to-date, Moderna stock has surged over 700%, in part due to the positive response to the successful trial of its skin cancer vaccine.
Atlassian Corporation shares plunged 16% despite the company reporting first-quarter results that topped analyst expectations, as its subscription growth outlook disappointed investors.
The collaboration software provider reported adjusted earnings per share of $1.65, beating analyst estimates of $1.43 by $0.22. Revenue rose 24% year-over-year to $1.77 billion from $1.43 billion a year earlier, surpassing the consensus estimate of $1.71 billion. Adjusted operating margin also came in ahead of expectations at 32%, compared with the estimated 28.6%.
However, investors focused on signs of slowing subscription growth. Atlassian forecast subscription annual recurring revenue (ARR) growth of approximately 18.5% year-over-year for fiscal 2027, down from the 23% growth reported in the first quarter.
Airbnb (ABNB) stock jumped 11% after hours after the peer-to-peer home rental company touted strong growth across its business and raised its full-year outlook amid healthy global travel demand.
"Airbnb is back in growth mode," CEO Brian Chesky said in a release to investors. "It's rare for a marketplace of our size to reaccelerate growth, but that's exactly what we're doing. In Q3, we delivered our fastest revenue growth in more than three years, with acceleration across our business, including our most established markets."
In the third quarter, Airbnb reported earnings per share of $3.16, surpassing Wall Street analyst estimates of $2.85 per share, according to S&P Global Market Intelligence data. Revenue grew 19% to $4.87 billion, also beating estimates of $4.74 billion.
"In North America, nights booked grew at their fastest pace in four years," the company said. "We're also seeing more guests return to Airbnb, and more people try it for the first time."
The strength of the company's quarter led it to raise its guidance for the remainder of the year.
In the fourth quarter, Airbnb expects revenue to grow 16%-19% to a range of $3.22 billion to $3.28 billion, exceeding the Street's midpoint estimate of $3.16 billion.
For the full year, Airbnb forecasts revenue growth in the high teens and adjusted EBITDA margins to increase to approximately 36%.
Bob's Furniture (BOBS) reported better-than-expected third quarter results. Revenue came in at $680 million, higher than the $666 million estimates, per Bloomberg consensus data. Adjusted earnings per share also beat estimates by $0.02, coming in at $0.28.
The results were largely driven by customers leaning into higher-cost furniture, with CEO Bill Barton telling Yahoo Finance, "Value is always in vogue."
"The industry continues to struggle, although we think ... the furniture industry stabilized a bit in the third quarter. We're not really calling for a turn yet, ... [but] the trend that we saw in the spring of our customers trading up into the premium price tiers continued in the third quarter. So we saw that average order value going up, and that's really what carried a lot of the comp growth for the third quarter," Barton said.
The company reaffirmed its 2026 guidance, with expectations for same-store sales to grow in the range of 1.5% to 2.5%, but it didn't update its guidance, with Barton calling it a "very dynamic backdrop."
Qualcomm (QCOM) reported fourth quarter earnings after the bell Wednesday, topping expectations on the top and bottom lines and providing a better-than-anticipated Q1 revenue outlook.
But a lower-than-expected midpoint for its earnings per share (EPS) forecast send shares lower following the report.
For Q4, Qualcomm reported adjusted earnings per share (EPS) of $2.17 on revenue of $10.32 billion. Analysts were projecting EPS of $2.16 and revenue of $10.12 billion.
The company saw EPS of $3.00 and revenue of $11.27 billion in the same quarter last year.
Qualcomm also offered Q1 revenue guidance of $10.4 billion to $11.2 billion, with the midpoint ahead of Wall Street's $10.6 billion outlook.
EPS, though, is set to come in between $2.15 and $2.35 with a midpoint of $2.25. Analysts were looking for $2.32
Mediterranean fast-casual chain Cava (CAVA) posted earnings and revenue that fell short of Wall Street's expectations as the company saw strength to end the quarter, following industry pressure.
Cava revenue came in at $353.7 million, below the $358.7 million the Street expected, per Bloomberg estimates. Adjusted earnings per share came in at $0.11, one penny lower than forecasts. Same-store sales grew by 3.1%, a touch lower than the 3.3% the Street hoped for.
"We saw obviously broader concerns around fresh produce consumption early in the quarter that certainly impacted trend, we saw that bounce back as we worked through the quarter and then toward the end of the quarter," CEO Brett Schulman told Yahoo Finance.
Schulman added, "Post Labor Day, we did see a bit of choppiness around the re-emergence of high gas prices as they spiked, but then saw that abate, things firm up and strengthen as we exited the quarter and have seen that carryover into Q4."
He said that gave the company confidence to raise its outlook for the full fiscal year. It now expects same-store sales to increase between 6% and 7%, up from the previously expected range of 4.5% to 6.5%. The updated forecast is in line with the Street's 6.7% expectation.
The company plans to open 76 to 78 restaurants this year, but the company noted that pre-opening costs did get more expensive, driven by pre-opening labor costs. Its new restaurant design is also resonating with customers, who are seeing an increase in in-restaurant dining, especially at dinner. Schulman said that's not at the expense of digital orders, which account for 38.5% of revenue.
AMD (AMD) reported its third quarter results after the bell on Tuesday, beating expectations on the top and bottom lines, as the company's data center revenue grew 97%.
AMD stock climbed more than 4% following the news.
"Demand for our Instinct and EPYC products continued to strengthen, and we expect growth to accelerate further in the fourth quarter as we scale Helios and 'Venice' production," CEO Lisa Su said in a statement.
"With our leadership product portfolio and deep customer and supply chain relationships, we are confident in our ability to sustain very strong revenue growth and expanding profitability over the coming years."
For the quarter, AMD saw earnings per share (EPS) of $2.09 on revenue of $13.38 billion. Analysts were projecting EPS of $1.97 on revenue of $13.08 billion, according to Bloomberg consensus estimates.
The company saw EPS and revenue of $1.20 and $9.2 billion, respectively, in the same period last year.
Duolingo (DUOL) stock jumped 10% after the company reported that its daily active users (DAUs) rose 29% year over year to 64.9 million. Paid subscribers for the language learning platform grew 14% annually to 13.1 million.
But the company is eyeing stronger user growth as it targets a goal of 1 billion users. Duolingo said its operating expenses increased 24% year over year. Those expenses included $11.4 million that the company set aside for a company-wide performance bonus for employees if it achieves DAU growth of 25% or greater in Q4.
Here's what Duolingo reported in Q3, versus estiamtes compiled by S&P Global Market Intelligence:
Revenue: $309 million, up 12% year over year, versus estimates of $303 million
Earnings per share: $0.58, versus estimates of $0.56
Guidance: Raised across all key financial metrics. Revenue is expected at $1.22 billion, ahead of the Street's forecast of $1.20 billion
"We expect to finish 2026 at the high end of both the 10% to 12% bookings growth and 15% to 18% revenue growth targets we set at the start of the year. We expect full-year Adjusted EBITDA of $323 million, or a 26.5% margin, up $3 million from our previous guidance, and $21 million above the midpoint of our original 2026 guidance provided in February," the company stated.
Data center infrastructure company Super Micro (SMCI) reported its fiscal first quarter earnings after the bell on Tuesday, beating Wall Street's expectations on the top and bottom lines and providing a better-than-anticipated outlook for Q2.
The company said it anticipates Q2 sales of between $19.5 billion and $21.5 billion. Analysts were calling for $16.35 billion.
Super Micro stock rose more than 5% immediately following the news.
"Supermicro's transformation into a Total AI and IT Datacenter Solution provider continues to accelerate, delivering record revenue of $19.9 billion for the first quarter fiscal 2027," CEO Charles Liang said in a statement.
"DCBBS is driving significant value for our customers—from gigawatt-scale datacenters down to single-container PODs—which, including our expanding software, proactive service, and networking solutions, is enhancing profitability and long-term shareholder value. Through key enterprise partnerships and expanding global production capacity, we are making AI infrastructure faster to deploy, superior up-time and more cost-effective for our customer base."
Pfizer (PFE) stock fell slightly on Tuesday despite reporting an earnings beat and upbeat guidance. The pharmaceutical company said it saw operational revenue growth contributions from several treatments, including Eliquis, Paxlovid, the Vyndaqel family, Nurtec, and Lorbrena, during the quarter, though its COVID-19 products declined.
In the earnings call, Pfizer said it expects to spend $10.8 billion-$11.8 billion on research and development this year, particularly on developing its oncology and obesity pipeline. Pfizer is working on berobenatide, a GLP-1 injectable administered only once a month rather than weekly, as well as several cancer drugs.
"Pfizer had another strong quarter with commercial momentum and disciplined execution while advancing our strategy for creating long-term shareholder value," CEO Albert Bourla said in a release. "Our obesity program continued to advance and recent milestones in oncology, immunology and vaccines further demonstrate the potential of our pipeline."
In the third quarter, Pfizer reported revenue was little changed year over year at $16.6 billion, ahead of analyst estimates of $15.9 billion, according to S&P Global Market Intelligence. Earnings per share came in at $0.56, beating Wall Street's estimates of $0.48 per share.
Pfizer lifted its full-year revenue guidance to a range of $62 billion to $64 billion, up from $60.5 billion to $62.5 billion previously. The company also raised and narrowed its 2026 earnings per share guidance to $2.95 to $3.05.
Shopify (SHOP) stock plunged 7% on Tuesday after reporting third quarter results that missed the mark on several key metrics.
The cloud-based e-commerce platform's Q3 revenue of $3.74 billion came in just shy of consensus estimates of $3.75 billion for the first time since 2022, according to Bloomberg data. Subscription revenue for the quarter of $836 million also missed Wall Street expectations of $850.2 million, raising concerns about growth in its main recurring-revenue business.
Gross merchandise volume, or the total dollar value of orders sold through Shopify's platform, was $119.15 billion, also falling short of estimates of $120.08 billion.
Shopify's adjusted earnings per share of $0.49 topped estimates of $0.48.
Apple (AAPL) stock is declining in extended trading after beating on earnings but missing on China revenue.
Yahoo Finance's Dan Howley reports on the quarter:
Apple reported its fourth quarter earnings after the bell on Monday, beating expectations on the top and bottom lines on strong iPhone sales.
This is Apple's first earnings call with new CEO John Ternus, who took over the role from Tim Cook on Sept. 1.
For the quarter, Apple reported earnings per share (EPS) of $2.10 on revenue of $114.48 billion. Wall Street was looking for EPS of $2 on revenue of $113.46 billion, according to Bloomberg analyst consensus estimates.
The company saw EPS of $1.85 and revenue of $102.46 billion in the same period last year.
Read live updates and analysis from the quarter and earnings call >
Roku (ROKU) reported a substantial earnings beat on Monday, driven by its ninth straight quarter of double-digit advertising growth.
Here's what Roku reported, compared to Wall Street analyst estimates compiled by S&P Global Market Intelligence:
Revenue: up 24% year over year to $1.5 billion, versus estimates of $1.41 billion.
Subscriptions revenue grew 23% YoY to $581 million.
Earnings per share: $1.20, versus estimates of $0.55.
Roku stock was little changed following the report.
In June, Roku entered an agreement to be acquired by Fox (FOX). The company said that, in light of its pending takeover, it would not host an earnings call or provide a forecast.
"Our third quarter demonstrated that we succeed when our partners succeed, whether it is a streaming service gaining subscribers through Premium Subscriptions, a content company monetizing its library on The Roku Channel, an advertiser buying through a third-party DSP, or a TV brand choosing the Roku TV OS," CEO Anthony Wood wrote in a press release.
Palantir (PLTR) beat Wall Street estimates on its third quarter revenue and profit on Monday and raised its full-year revenue outlook as the data software company's US commercial business surpassed its US government sales for the first time ever.
Palantir reported Q3 revenue of $2.313 billion, a 96% increase from the previous year. Wall Street had expected revenue of $2.17 billion, according to Bloomberg data.
Palantir now sees full-year revenue between $8.530 billion and $8.534 billion, topping analyst estimates of $8.2 billion. The company also raised its US commercial sales target to more than $3.559 billion. Adjusted earnings per share of $0.44 also beat consensus estimates of $0.40.
