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S&P 500 Stocks — Market Pulse
May 1, 3:57 PM EDT
CLXCLOROX COMPANYHousehold ProductsClorox cuts FY2026 earnings guidance despite Q3 beat, lowered by UBS
Clorox reported Q3 EPS of $1.64, beating estimates of $1.55, but disappointed with full-year guidance: lowered earnings by $0.40 and gross margin by 250-300 basis points. Revenue declined 5.7% over the last twelve months. UBS cut price target citing weaker guidance. Key concerns include organic sales taking longer than expected and acquisition headwinds.
CBOECBOE GLOBAL MARKETS INCFinancial Exchanges & DataCboe Global Markets crushed Q1 2026 estimates with 29% revenue growth and raised 2026 guidance to low double-digit to mid-teens from mid single-digit, driving stock up 6.46% today.
Cboe Global Markets reported exceptional Q1 2026 results on May 1, 2026 with net revenue of $728.9 million (+29% YoY), diluted EPS of $3.66 (+54% YoY), and adjusted EPS of $3.70 (+48% YoY). The company significantly raised 2026 guidance to low double-digit to mid-teens organic revenue growth and reduced operating expense guidance to $838-$853M. Record Global FX revenue of $29.4M (+38% YoY) and European Equities market share of 25.5% drove outperformance. CBOE announced strategic realignment with ~20% headcount reduction. Stock gained 6.46%.
PSKYPARAMOUNT SKYDANCE CL BMovies & EntertainmentMorgan Stanley double-upgrades Paramount Skydance to Overweight; targets $14 PT
Morgan Stanley upgraded PSKY from Underweight to Overweight, raising PT to $14 from $11. Stock surged 9.2% on the upgrade. Upgrade cited proposed WBD buyout, AI-driven cost savings, and expansion opportunities. However, $110B Paramount-Warner Bros deal still faces DOJ review and $53M lawsuit from streaming subscribers. Deal expected to close Q3 2026 pending regulatory approval.
STXSEAGATE TECHNOLOGY HOLDINGSTechnology Hardware, Storage & PeripheralsSeagate soars 19% overnight after Q3 beat and strong Q4 guidance driven by AI storage demand exceeding expectations
Seagate beat Q3 2026 expectations with $3.11 billion revenue (+44% YoY) and $4.10 non-GAAP EPS, guiding Q4 at $3.45 billion revenue and $5.00 EPS. AI-driven demand for data center storage now comprises 80% of revenue, with hyperscaler capacity nearly fully allocated through 2027. Stock surged 19% overnight and is up 147% year-to-date at $711. Rosenblatt raised its price target to $1,000 from $500, with 11 other analysts hiking targets. New 52-week high achieved. The AI infrastructure buildout provides multi-year visibility.
SNDKSANDISK CORPTechnology Hardware, Storage & PeripheralsSanDisk Q3 2026 revenue surges 252% with datacenter up 233%; stock falls 6% post-earnings on profit-taking
SanDisk reported fiscal Q3 2026 revenue of $5.95B (up 97% sequentially, 252% above year-ago), with $23.03 diluted EPS and 78.4% gross margin. Datacenter revenue jumped 233%. Company signed five-year customer agreements covering >33% of FY2027 bit supply with $42B revenue obligations. Despite strong beat, stock fell 6% in premarket as investors sold the news. Cantor Fitzgerald raised price target to $1,800 from $1,400. Average analyst target $1,325 implies 20.84% upside.
DDOGDATADOG INC CLASS AApplication SoftwareDatadog stock up 5.9% ahead of Q1 2026 earnings scheduled for May 7, driven by AI monitoring tool launch and analyst upgrade to Buy.
Datadog shares gained 5.9% as investors position ahead of Q1 2026 earnings report scheduled for May 7, 2026. The company recently launched a GPU Monitoring tool to optimize AI costs, demonstrating commitment to capturing the growing AI market. Analysts upgraded Datadog to a Buy rating, highlighting strong growth potential in observability solutions. The company also secured stockholder approval for re-domiciliation from Delaware to Nevada and announced a strategic partnership with Cohesity. Trading at $131.97 with consensus Strong Buy rating and 12-month target of $180.12.
ORCLORACLE CORPApplication SoftwareOracle stock opens up 3.61% on May 1 after recent volatility; Wedbush reiterates Outperform citing $300B OpenAI contract and strong Q3 cloud growth
Oracle stock opened up 3.61% on May 1 after recent volatility over OpenAI partnership concerns. Wedbush analyst Daniel Ives reiterated Outperform with $225 price target, citing $300B 5-year OpenAI contract ($30B expected revenue). Q3 FY2026 showed 22% top-line growth to $17.2B and 21% adjusted earnings growth. Cloud infrastructure revenue jumped 84% YoY to $4.9B with RPO up 325% to $553B. Company planning $50B capex (vs. $21B prior year). Stock at $161.39 with 80% buy/18% hold analyst ratings; median target $222.50.
SYKSTRYKER CORPHealth Care EquipmentStryker reports Q1 earnings miss due to March cyberattack disruptions; maintains FY2026 guidance despite 8.5% adjusted EPS decline
Stryker's Q1 2026 revenue of $6.02B (up 2.6% YoY) and adjusted EPS of $2.60 fell short of estimates, impacted by Iran-backed cyberattack from early March to early April. Organic sales growth slowed to 2.4% while adjusted EPS declined 8.5% YoY. CEO Kevin Lobo emphasized swift recovery and team execution. Company reorganized into new Ortho Tech business unit combining orthopaedic instruments with Mako platforms. Full-year guidance reaffirmed at organic growth 8.0%-9.5% and adjusted EPS $14.90-15.10. Stock declined 3% in after-hours trading.
INTCINTEL CORPSemiconductorsIntel posts best month in 55 years with 114% April gain after blowout Q1 earnings; U.S. government made $30B on Intel stake in 90 days
Intel soared 114% in April (best month on record) and 150% YTD on blowout Q1 earnings and turnaround narrative. Stock surged ~130% from late March lows as CFO David Zinsner disclosed advanced packaging will generate billions annually (vs. hundreds of millions prior). Trump administration gained $30B on government's 10% stake in 90 days. Reports indicate Apple and Google considering Intel foundry services for custom chips potentially launching 2027. Barclays raised price target to $65 from $45. Hold consensus rating with $77.27 average target. Stock at $65.68.
AIGAMERICAN INTERNATIONAL GROUPMulti-line InsuranceAIG reported Q1 2026 earnings of $2.11 per share beating estimates by 11%, with underwriting income more than tripling and leadership transition to Eric Andersen as CEO on June 1.
American International Group reported Q1 2026 earnings of $2.11 per share, beating Zacks consensus estimate of $1.90, up 80% year-over-year. Adjusted after-tax income increased to $1.15 billion from $702 million. General Insurance underwriting income surged nearly 220% to $774 million with combined ratio improving 850 basis points to 87.3%. Company declared 11% increase in quarterly dividend. Eric Andersen succeeds Peter Zaffino as CEO on June 1.
FSLRFIRST SOLAR INCSemiconductorsFirst Solar reports record Q1 revenue of $1.04B with 24% YoY growth and 7.1% stock jump
First Solar announced record revenue of $1.04 billion in Q1 2026, reflecting 24% year-over-year growth. Reported diluted EPS of $3.22 significantly exceeded prior year. Gross margin improved to 46.6% reflecting lower logistics costs and Section 45X credits. Manufacturing issues in Series 7 modules resulted in $35-70 million estimated loss. Reaffirmed full-year guidance.
IPINTERNATIONAL PAPER COPaper & Plastic Packaging Products & MaterialsQ1 earnings beat EPS but revenue missed; guidance lowered amid weak packaging demand
IP reported Q1 2026 EPS of $0.15 (in line) but revenue of $5.971B missed estimates by $223M. The company lowered 2026 guidance citing challenging market conditions in the packaging sector. However, IP announced a $360M acquisition of North Pacific Paper and a $225M greenfield facility in Mississippi. Analysts have issued mixed outlooks with several cutting price targets (Citigroup to $44, BofA to $47), though Seaport Research upgraded to Buy. Stock traded down to 52-week lows.
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