Yesterday, we got 35 fresh reactions from S&P 500 names - and the market didn’t hold back.
Volatility is exploding as investors sort the real growth stories from the hype.
We saw stocks rocket to new highs on blockbuster beats… while others cratered to multi-year lows despite strong numbers, crushed under the weight of bad guidance and broken expectations.
This is what peak earnings season looks like - messy, dramatic, and full of opportunity.
Let’s break down the biggest moves.
Here are the top S&P 500 earnings reactions 👇
*Click the image to enlarge it
The $141B Pharmaceuticals giant, Pfizer $PFE, had a +2.14 reaction score after reporting a double beat. This was one of the stock's best earnings reactions this century, and the 2nd consecutive positive reaction.
They reported revenues of $14.65B, versus the expected $13.56B, and earnings per share of $0.78, versus the expected $0.58.
The $409B leader in AI software, Palantir $PLTR, had a +0.38 reaction score after reporting a double beat. Shareholders have now been rewarded for 8 of the company's last 11 earnings reports.
They reported revenues of $1B, versus the expected $940M, and earnings per share of $0.16, versus the expected $0.14.
Here are the bottom S&P 500 earnings reactions 👇
*Click the image to enlarge it
The $19B consulting company, Gartner $IT, had a -16.20 reaction score after reporting a double beat. This was the worst earnings reaction in the stock's history.
They reported revenues of $1.69B, versus the expected $1.67B, and earnings per share of $3.53, versus the expected $3.31.
The $96B Biopharma company, Vertex Pharmaceuticals $VRTX, had a -12.86 reaction score after reporting a double beat. This was the 2nd-worst earnings reaction in the stock's history.
They reported revenues of $1.50B, versus the expected $1.59B, and earnings per share of $5.14, versus the expected $1.25.
Now let's dive into the data and talk about the most important beats 👇
PLTR has been rewarded for 8 of its last 11 earnings reports 🔥
Palantir rallied nearly 8% after this earnings report, and here's what happened:
Revenue surged 48% year-over-year, led by the U.S. commercial segment, which grew 93% over the same timeframe.
They closed 157 deals over $1M, with record TCV bookings of $2.3B, up 140% year-over-year.
In addition to the solid quarter, the management team gave forward guidance that blew Wall Street's socks off.
This was another unbelievably good quarter from the leader in AI software. The growth is off the charts!
The market responded with another positive reaction and reached fresh all-time highs.
Price is now clearing a key Fibonacci extension level, which opens the door to another 100 points of upside.
So long as PLTR holds above 172, the path of least resistance is decisively higher for the foreseeable future.
VRTX had its 2nd-worst earnings reaction ever 🩸
Vertex Pharmaceuticals crashed 20.6% after this earnings report, and here's what happened:
Revenue grew 12% year-over-year, driven by a variety of new product launches.
The company announced that Mark Bunnage will succeed David Altshuler as the Chief Science Officer in 2026. The market interpreted this as a significant red flag.
What really concerned the market was the forward guidance... Journavx's total addressable market is significantly smaller than previously anticipated (was ~ $25B).
This was a horrific earnings reaction from one of the largest biopharma companies in the world.
The price decisively resolved a textbook multi-year distribution pattern, marking the beginning of a brand-new primary downtrend.
There are numerous issues with this stock right now, none of which look likely to be fixed soon.
So long as VRTX holds below 378, the path of least resistance is decisively lower for the foreseeable future.
Thank you for reading.
- The Beat Team
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