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S&P 500 Stocks — Market Pulse
May 6, 3:57 PM EDT
SMCISUPER MICRO COMPUTER INCTechnology Hardware, Storage & PeripheralsSuper Micro shares jumped 18% after Q3 FY2026 beat with strong guidance, though revenue came in below estimates due to customer equipment delays.
Super Micro Computer reported Q3 FY2026 results on May 5 with adjusted EPS of $0.84 (beat $0.62 estimate) and revenue of $10.24B (missed $12.33B estimate). Revenue grew 123% YoY. Management cited customer readiness delays in power and networking infrastructure. Q4 FY2026 guidance: EPS $0.65-$0.79 (vs $0.55 consensus) and revenue $11.0B-$12.5B (vs $11.4B consensus). Stock surged 18% in extended trading. However, a March 19 DOJ indictment against three executives for export control violations remains a significant overhang. Analyst upgrades from Citi ($31), JPMorgan ($32), Raymond James ($45), and Rosenblatt ($40).
DVADAVITA INCHealth Care ServicesQ1 EPS $2.87 crushes $2.33 est (+23%); 2026 guidance raised; stock surges 23.5% on May 6
DaVita reported exceptional Q1 2026 with adjusted EPS of $2.87 beating $2.33 consensus by 23.2% on revenue of $3.42B. Company raised full-year 2026 adjusted EPS guidance to $14.10-$15.20 range. Year-over-year EPS jumped 43.5% driven by higher reimbursement rates and share buybacks despite soft dialysis volumes. Stock ripped from $157.04 to $193.88 close (+23.5%) on May 6, peaking intraday at $194.29. UBS raised PT from $190 to $235; Deutsche Bank raised to $220.
CDWCDW CORP/DETechnology DistributorsQ1 revenue $5.68B beat est, EPS $2.28 missed $2.31; stock plummeted 20% on margin concerns
CDW reported Q1 2026 revenue of $5.68B (up 9.2% YoY, beating estimates), but EPS of $2.28 (missing $2.31 estimate by $0.03). Commercial segment sales rose 9.6% to $3.569B, driven by 28.2% growth in Financial Services, 8.4% in Corporate, and 4.9% in Healthcare. Despite strong top-line performance, stock fell 20% on May 6 due to margin pressure and supply chain concerns. Management launched Geared for Growth initiative targeting $100-$200M annual operational savings by 2028 via AI modernization. Board approved $0.63 quarterly dividend payable June 10.
AMDADVANCED MICRO DEVICESSemiconductorsQ1 2026 earnings beat: $10.25B revenue (+38% YoY), $1.37 EPS, with Q2 guidance of $11.2B; CEO Lisa Su doubled server CPU TAM forecast to $120B+ by 2030 citing agentic AI demand.
Advanced Micro Devices reported blowout first-quarter results with revenue of $10.25 billion (+38% YoY) and non-GAAP EPS of $1.37, both exceeding analyst estimates, while Q2 guidance of $11.2B beat expectations. Data center revenue surged 57% YoY to $5.8 billion, establishing it as the primary growth engine. CEO Lisa Su doubled AMD's server CPU Total Addressable Market forecast to over $120 billion by 2030, citing agentic AI as a structural demand accelerator. The company is developing its first full rack-scale AI data center system, Helios, with OpenAI and Meta already committed to shipments. AMD stock soared nearly 19% to an all-time high of $421.39 intraday, prompting significant analyst upgrades: Bernstein upgraded to Outperform with $525 target, Goldman Sachs upgraded to Buy with $450 target, and Baird raised to $625.
DOCHEALTHPEAK PROPERTIES INCHealth Care REITsQ1 beat with 15% stock surge; raises 2026 FFO guidance to $1.71-$1.75 following Janus Living IPO
HealthPeak Properties reported strong Q1 2026 with FFO of $0.45/share beating $0.43 estimate and surging 15% on May 6. Company raised full-year 2026 FFO guidance to $1.71-$1.75 (midpoint $1.73). Janus Living IPO completed in March with net proceeds of $880M, with HealthPeak retaining 81.6% equity ownership (214.7M shares). Company repurchased 5.9M shares at $16.81 weighted average. Stock moving toward 52-week high of $19.68.
CORCENCORA INCHealth Care DistributorsCencora beats revenue, misses EPS; raises guidance but stock drops 9.5%
Cencora reported Q2 FY2026 revenue of $78.4B (+3.8% YoY), beating estimates, but adjusted EPS of $4.75 missed consensus of $4.86, causing 9.5% stock decline. GAAP EPS was $8.40. Company raised FY2026 EPS guidance to $17.65–$17.90 from $17.45–$17.75, showing confidence. Announced $1.1B acquisition of EyeSouth Partners' retina business, expanding healthcare footprint. CFO James Cleary retiring June 30, 2026. Cencora also announced merger of MWI Animal Health and Covetrus creating comprehensive animal health platform. Analyst consensus is "Buy" with 12-month target of $390.62 (+29% upside). Despite mixed earnings reaction, strategic acquisitions and guidance raise support long-term thesis. Stock down on earnings miss but fundamentals remain sound.
IFFINTL FLAVORS + FRAGRANCESSpecialty ChemicalsInternational Flavors & Fragrances beat Q1 2026 estimates with adjusted EPS of $1.25 and reaffirmed 2026 guidance, though stock fell 5.8% post-earnings.
IFF reported Q1 2026 adjusted EPS of $1.25 (beat $1.08 est., +4.2% YoY) and reported basis earnings of $0.66 vs. loss of $3.98 prior year. Net sales of $2.741B (down 3.6% YoY but above consensus), up 3% currency-neutral on volume gains across all four segments. Company reaffirmed 2026 guidance: sales $10.5B-$10.8B with 1%-4% organic growth; adjusted EBITDA $2.05B-$2.15B (+3%-8% growth despite 5% divestiture headwind). Stock fell 5.8% despite earnings beat. JPMorgan raised PT to $92 from $90; Oppenheimer raised PT to $90 from $88; Barclays raised PT to $90 from $80. LMR Naturals debuting innovations at SIMPPAR May 26-27.
TECHBIO TECHNE CORPLife Sciences Tools & ServicesQ3 earnings and revenue misses with adjusted EPS $0.53 down from $0.56
Bio-Techne reported Q3 FY2026 (ended March 31) with revenue of $311.4M down 2% organically and adjusted EPS of $0.53 down from $0.56, missing analyst estimates and causing 1.2% pre-market stock decline. Large pharma delivered sixth consecutive quarter of double-digit growth, offsetting continued weakness in emerging biotech spending. U.S. academic markets stabilized with low-single-digit growth. Growth vectors performed well: Proteomic Analysis mid-single-digit growth, Spatial Biology mid-teens growth, and GMP proteins nearly 50% growth. Strategic brand alignment from 10 to 3 brands enhances customer engagement. Board declared $0.08 per share dividend.
ANETARISTA NETWORKS INCCommunications EquipmentArista Networks reported Q1 2026 revenue of $2.71 billion up 35.1% YoY with 35% growth and raised fiscal 2026 guidance to 27.7%, but shares fell 16.73% on margin pressure and supply chain concerns.
Arista Networks reported strong Q1 2026 financial results with revenue of $2.709 billion up 8.9% sequentially and 35.1% year-over-year, delivering $0.87 non-GAAP EPS with 47.8% non-GAAP operating margins. Company raised fiscal 2026 revenue guidance to 27.7%. Announced new XPO high-density liquid-cooled pluggable optics for next-generation AI data centers reducing networking racks by 75% and saving 44% floor space. However, stock fell 16.73% on margin pressure concerns and supply chain issues despite beating earnings and raising guidance. JPMorgan and Evercore ISI maintain Outperform ratings with $200 price target. Analyst consensus is 75% Buy with $187.08 average price target, but high P/E of 50.54 and technical weakness pose risks.
GLWCORNING INCElectronic ComponentsNvidia agreed to invest up to $3.2 billion in Corning for AI infrastructure, building 3 U.S. optical plants, stock surged 12% on May 6.
Corning announced a major partnership with Nvidia on May 6 under which Nvidia will invest $500 million and up to $3.2 billion total in Corning to expand AI data center optical infrastructure. Corning will build three new manufacturing facilities in North Carolina and Texas, increasing U.S. optical production tenfold and fiber production 50%, creating 3,000+ jobs. CEO confirmed two additional hyperscaler deals each similar to or larger than the previous $6 billion Meta agreement. Corning raised its 2028 Springboard guidance to $30 billion annualized sales run rate (from $20B in 2026). Stock surged 12% on the news, trading at $190.99 near a 52-week high.
SWKSSKYWORKS SOLUTIONS INCSemiconductorsLoop Capital and Craig Hallum raised PTs to $70 and $85; Qorvo merger approved
Skyworks Solutions reported strong Q2 FY2026 results beating EPS by 6.2% and revenue by 4.8%, with revenues of $944M and EPS of $0.24 ahead of forecasts. Loop Capital boosted price target from $60 to $70 and Craig Hallum raised target from $75 to $85 on May 7, 2026. Stockholders approved the merger with Qorvo, Inc. and noted complementary technologies and expected growth in Broad Markets and defense. Despite strong quarterly results, concerns persist about longer-term trends with analyst caution on revenue (projected -3.5% for year) and softer margins.
DELLDELL TECHNOLOGIES CTechnology Hardware, Storage & PeripheralsDell reported 342% YoY AI server revenue surge to $8.95B in April and proposed corporate domicile shift from Delaware to Texas.
Dell Technologies announced on May 4, 2026 that its board approved recommending shareholders change corporate domicile from Delaware to Texas to adopt stricter shareholder proposal laws. The company reported exceptional AI momentum with 342% year-over-year increase in AI-optimized server revenue reaching $8.95 billion in April. Q4 fiscal 2026 revenue was $33.4 billion, up 39% YoY and beating consensus by 5%. Dell also declared a 20% dividend increase and authorized $10 billion share buyback, signaling strong confidence in future growth. Dell Technologies World 2026 conference scheduled May 18-21 in Las Vegas. Current stock price $228.18 with Mizuho raising price target to $260.
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