Sentiment Summary
Recent Events
NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026. A conference call will be held on the same day. Market impact is estimated as Neutral until the actual financial data is released, scheduled.
Final dividend for 2025 of RMB 1.20 per share, with an ex-dividend date of May 14, 2026 for H-shares; <5% impact estimated from yield, scheduled.
Board meeting to be held on May 12, 2026 to approve and announce Q1 2026 financial results; a ~5% impact is estimated as it is the first quarterly report of the year, scheduled.
Final dividend of RMB 0.75 per share for fiscal year 2025 is scheduled to go ex-dividend on 2026-05-12. Low importance reflects the typical minor price adjustment on ex-dividend dates, scheduled.
Ex-dividend date on 2026-05-11 for a quarterly cash dividend increased by 10% to $2.49 per share, which was announced on 2026-04-29 and is payable on 2026-06-01. This marks the 55th consecutive year of dividend increases.
First quarter 2026 earnings release scheduled for 2026-05-07. Analysts forecast earnings of approximately $10.20 per share. A conference call is scheduled for the same day. Importance is estimated as High due to the potential for significant price impact typical of earnings announcements, scheduled.
Lyft is scheduled to release its Q1 2026 financial results on May 7, 2026; analysts forecast earnings of $0.30 per share and revenue of $1.64 billion, which is estimated. High importance is assigned as earnings typically drive significant price movement.
Lamar Advertising is scheduled to release its first quarter 2026 earnings report before the market opens on May 7, 2026, with a conference call to follow; earnings releases typically cause significant price volatility, scheduled
AppLovin is scheduled to announce its financial results for the first quarter of 2026 after the market closes on May 6, 2026. Analysts forecast revenue of approximately $1.77 billion and EPS of $3.40. Medium importance is estimated based on historical earnings volatility, scheduled.
Completion of amendments to the Articles of Association on May 1, 2026, to align with legal terminology; <1% impact estimated due to no substantive changes, scheduled.
Geely entered into an Assets Transfer Agreement on April 30, 2026, to purchase assets from related parties for up to RMB 1.19 billion and sell assets for up to RMB 400.3 million, as part of a broader group restructuring.
Apple announced record Q2 2026 financial results on April 30, 2026, with revenue of $111.2 billion and EPS of $2.01, both beating analyst expectations. The company also announced a $100 billion share buyback program and a dividend increase. High importance is estimated due to the significant earnings beat and capital return program expected.
Reported Q1 2026 revenue of $4.02B and GAAP EPS of $2.66, beating expectations. The company also raised its full-year 2026 GAAP EPS guidance to a range of $11.10 to $11.50. Despite the positive results, the stock price declined in pre-market trading.
Released Q1 2026 earnings on April 29, 2026: Revenue CNY 25.75B (+34.5% YoY), Net Profit CNY 754M (+0.9% YoY). Core profit fell 73.9% due to R&D costs (High importance estimated due to significant earnings volatility).
Released Q1 2026 earnings on April 29, 2026, with record attributable free cash flow of approximately $838 million. Adjusted EPS of $0.71 beat analyst estimates, while revenue of $2.41 billion slightly missed. High importance reflects the estimated ≥10% price impact from record cash flow and earnings beat.
KLA reported Q3 FY2026 revenue of $3.42 billion and non-GAAP EPS of $9.40, beating analyst estimates, with strong Q4 guidance on 2026-04-29 expected; High importance justified by typical ≥10% price impact from earnings beats in this sector.
Released Q1 2026 earnings on April 29, 2026, with revenue up 15% YoY to RMB 83.8 billion and adjusted core net profit up 31% YoY to RMB 4.56 billion. However, reported net profit fell 27% due to foreign exchange fluctuations.
Reported Q1 2026 adjusted EPS of $3.35 on April 29, 2026, beating analyst estimates, and revenue of $1.1 billion (+6% YoY). The company also raised its full-year 2026 revenue growth guidance to approximately 8% while reaffirming EPS guidance.
Multiple law firms filed a securities class action lawsuit against the company, alleging misleading statements regarding business health and backlog cancellation risks between April 2025 and February 2026.
Ex-dividend date for the 2025 final cash dividend of RMB 2 per 10 shares on April 29, 2026; approved at the AGM on April 16, 2026. The dividend amount suggests a >=1% price impact scheduled.
Declared a quarterly dividend of $0.04 per common share on April 29, 2026, payable on June 4, 2026, to shareholders of record as of May 21, 2026. Low importance reflects an estimated price impact of ≥1%.
Lyft and United Airlines launched a partnership on April 29, 2026, allowing United MileagePlus members to use miles to pay for Lyft rides in the U.S.
Q1 2026 earnings release on 2026-04-28 with a 9.9% year-over-year decrease in net profit to RMB 1.79 billion and a 9.4% decrease in operating income to RMB 30.47 billion scheduled; ≥10% price impact expected due to significant decline in profitability.
Proposed a 2026 Restricted A-Share Incentive Scheme on 2026-04-28 to align employee and shareholder interests. Medium importance is estimated as such schemes often lead to a >5% price impact due to dilution and governance shifts.
Announcement of Q1 2026 results on 2026-04-28, with net profit decreasing 9.83% to RMB 4.48 billion and revenue falling 5.89%; a price impact of at least 5% is expected.
Reported strong Q1 2026 financial results on April 27, 2026, with revenue of CNY 12.44 billion (+28.8% YoY) and adjusted non-IFRS net profit of CNY 4.60 billion (+71.7% YoY), beating expectations and causing a significant share price increase.
CATL signed a strategic cooperation agreement with Beijing Hithium Energy Storage Technology on April 27, 2026, for a 60 GWh supply of sodium-ion batteries; the high importance reflects the record-breaking scale of the order likely causing a ≥10% price impact.
2026 growth targets announcement on April 26, 2026, maintaining a 30% growth goal for sales and profit expected. Low importance estimated as targets align with existing growth trends.
CATL signed a strategic cooperation agreement with BAIC Group on April 25, 2026, to collaborate on battery-swapping vehicle models and infrastructure, estimated to have a moderate market impact.
Announced a positive profit alert for Q1 2026, expecting profit attributable to owners to increase by approximately 63% year-over-year to US$201 million, citing rising copper prices. This significant profit growth justifies an estimated price impact of 10% or more expected.
Reported Q1 2026 results on 2026-04-24: Revenue rose 12.72% to CNY 45.11 billion, but net profit fell 46.01% to CNY 945 million. High importance is estimated as a 46% profit drop typically results in a >10% price impact.
Released Q1 2026 earnings, reporting a net profit of CNY 988 million, an increase of 104.43% year-over-year. Revenue increased by 47.65% to CNY 3.554 billion. High importance is justified by the expected price impact exceeding 10% due to the significant profit surge.