Earnings Scoreboard: 11 of 12 firms smash EPS and revenue estimates and deliver Y/Y gains

Earnings season showed broad strength: 11 of 12 companies in the roundup beat Wall Street EPS and revenue estimates, supporting positive market sentiment for tech and retail segments. Despite widespread beats, several stocks (notably Salesforce and Synopsys) fell after issuing softer guidance, highlighting that forward outlooks remain the main driver of post-earnings moves. Dell’s blowout results and momentum in hardware names drew attention, while themes heading into upcoming reports include corporate IT spending, cloud security, premium retail trends and healthcare demand. Overall, the news is supportive for the S&P 500 amid mixed stock-level reactions to guidance and forward commentary.