Seven stocks that delivered blowout earnings in Q2

1. Sea Ltd

• Performance: Earnings jumped by 364% YoY to $0.65/share (beat $0.64 est.), revenue up 38% to $5.26 billion.

• Why it stands out: Strongest sales growth in years; stock surged ~20%. Sea started as a gaming business but now runs Singapore-based Shopee, the largest e-commerce platform in Southeast Asia.

2. Duolingo

• Performance: Subscription revenue +46%, overall revenue +41%, record net income, improved full-year guidance; gross margin up to 72.4%.

• Why it stands out: AI-driven margin improvement but it’s a double-edged sword. the stock rallied 30% after it reported its earnings last week, but the share price is now lower than prior to the update, due to ChatGPT developer OpenAI showing off its newly launched GPT-5 AI. 

3. Pfizer

• Performance: EPS of $0.78 beat $0.58 estimate, revenue of $14.65 billion beat ~$13.56 billion estimate.

• Why it stands out: Raised full-year guidance, strong demand for Covid-related products and Padcev, a cancer treatment acquired with Seagen. Visibility on the pipeline now key as Covid retreats into the past.

4. AMC Entertainment

• Performance: Revenue rose 35% to $1.4 billion, adjusted EBITDA soared 391.4% to $189 million, net loss narrowed to just 1 cent per share.

• Why it stands out: Massive operational recovery with a 26% increase in moviegoers’ attendance compared to last year. One of the original meme stocks from 2021.

5. Palantir Technologies

• Performance: AI and data analytics company reported Q2 revenue rose 48% to >$1 billion and beat, plus raised full‑year guidance.

• Why it stands out: Reckoned to be perhaps the most overvalued company on the S&P 500 but keeps delivering results. Pentagon contracts still vital but also now seeing huge growth in US commercial market.

6. Axon Enterprise

• Performance: Sales climbed 33% to $669 million, a beat, while adjusted earnings of $2.12 a share surpassed the consensus estimate of $1.45 a share. Recurring revenues rose 39%.

• Why it stands out: Stock surged ~16% after the Taser manufacturer hiked its full-year outlook but have since retraced all the gains. Multiple analysts raised price targets – drones, robotics and AI are areas where it might grow.

7. BWX Technologies

• Performance: Beat earnings and revenue forecasts.

• Why it stands out: Stock up 28% in the last month, company is benefitting from soaring demand for naval nuclear power systems and next-generation reactors. BofA Securities raised its price target on the stock to $220 from $155, citing a record $6 billion backlog and long-term growth prospects in defence, commercial energy, and space sectors. If NASA does build a nuclear reactor on the Moon, BWX could be the winner.