- Here are the major earnings before the open Tuesday
May 11, 2026
Major earnings expected before the bell on Tuesday include:
* JD.com (JD [https://seekingalpha.com/symbol/JD])
* Sea Limited (SE [https://seekingalpha.com/symbol/SE])
* D-Wave Quantum (QBTS [https://seekingalpha.com/symbol/QBTS])
* Lithium Argentina AG (LAC [https://seekingalpha.com/symbol/LAC])
* Under Armour (UAA [https://seekingalpha.com/symbol/UAA])
Other earnings slated for release before Tuesday's open include:
* ACHV [https://seekingalpha.com/symbol/ACHV], AG [https://seekingalpha.com/symbol/AG], ALLT [https://seekingalpha.com/symbol/ALLT], AMTM [https://seekingalpha.com/symbol/AMTM], ARMK [https://seekingalpha.com/symbol/ARMK], ARVN [https://seekingalpha.com/symbol/ARVN], BAYZF [https://seekingalpha.com/symbol/BAYZF], BETA [https://seekingalpha.com/symbol/BETA], BIOX [https://seekingalpha.com/symbol/BIOX], BRSL [https://seekingalpha.com/symbol/BRSL], BWEN [https://seekingalpha.com/symbol/BWEN], CAMT [https://seekingalpha.com/symbol/CAMT], CWCO [https://seekingalpha.com/symbol/CWCO], DCO [https://seekingalpha.com/symbol/DCO], ETOR [https://seekingalpha.com/symbol/ETOR], FUJIY [https://seekingalpha.com/symbol/FUJIY], GHI [https://seekingalpha.com/symbol/GHI], HUYA [https://seekingalpha.com/symbol/HUYA], IMNN [https://seekingalpha.com/symbol/IMNN], KBCSY [https://seekingalpha.com/symbol/KBCSY], KOPN [https://seekingalpha.com/symbol/KOPN], KT [https://seekingalpha.com/symbol/KT], LAR [https://seekingalpha.com/symbol/LAR], LEGN [https://seekingalpha.com/symbol/LEGN], MURGY [https://seekingalpha.com/symbol/MURGY], NLST [https://seekingalpha.com/symbol/NLST], NUWE [https://seekingalpha.com/symbol/NUWE], OGI [https://seekingalpha.com/symbol/OGI], ONON [https://seekingalpha.com/symbol/ONON], Q [https://seekingalpha.com/symbol/Q], RDY [https://seekingalpha.com/symbol/RDY], SATL [https://seekingalpha.com/symbol/SATL], SFL [https://seekingalpha.com/symbol/SFL], SMEGF [https://seekingalpha.com/symbol/SMEGF], SNBR [https://seekingalpha.com/symbol/SNBR], TE [https://seekingalpha.com/symbol/TE], TIGO [https://seekingalpha.com/symbol/TIGO], TME [https://seekingalpha.com/symbol/TME], TONX [https://seekingalpha.com/symbol/TONX], UA [https://seekingalpha.com/symbol/UA], VERI [https://seekingalpha.com/symbol/VERI], VG [https://seekingalpha.com/symbol/VG], ZBRA [https://seekingalpha.com/symbol/ZBRA]
* For Seeking Alpha's full earnings season calendar, click here [https://seekingalpha.com/earnings/earnings-calendar].
- First Majestic Silver vs. Hecla Mining: Rapid Acceleration vs. Steady Growth in Revenue
May 11, 2026
Key Points
First Majestic Silver recently surpassed Hecla Mining in quarterly revenue, showing a visibly steeper upward trajectory over the tracked periods. Both companies have demonstrated consistent quarter-over-quarter revenue growth in recent quarters, with sequential increases accelerating noticeably in the most recent periods. Hecla Mining, however, has a more diversified revenue base and better margins than First Majestic Silver. Investors should watch whether the two companies maintain the upward trajectory or if the revenue gap between them begins to narrow in the coming quarters. 10 stocks we like better than First Majestic Silver ›
First Majestic Silver: Surging Late-Year Revenue
First Majestic Silver(NYSE:AG) primarily engages in the acquisition, exploration, development, and production of mineral properties, with a focus on silver and gold output across North America.
Among recent developments, First Majestic announced plans to restart its Jerritt Canyon gold mine, targeting 2027, and reported ongoing international arbitration regarding a Mexican tax dispute, while generating a net margin of around 18% for the quarter ended Dec. 31, 2025.
Hecla Mining: A Consistent Upward Climb
Hecla Mining(NYSE:HL) discovers, develops, and produces precious and base metal properties globally, mining primarily for silver, gold, lead, and zinc concentrates.
It recently completed the sale of its Casa Berardi mine to reduce outstanding debt and reported a gross margin of around 53% for the quarter ended Dec. 31, 2025. On the flip side, Hecla is facing an environmental lawsuit regarding a Montana exploration project.
Why Revenue Matters for Retail Investors
Revenue here refers to the data provider's standardized income statement revenue line item and serves as the foundational indicator of a business's ability to generate sales from its core operations before any expenses are deducted.
Quarterly Revenue for First Majestic Silver and Hecla Mining Quarter (Period End)First Majestic Silver RevenueHecla Mining RevenueQ1 2024 (March 2024)$106.6 million$189.5 millionQ2 2024 (June 2024)$136.7 million$245.7 millionQ3 2024 (Sept. 2024)$147.0 million$245.1 millionQ4 2024 (Dec. 2024)$173.3 million$249.7 millionQ1 2025 (March 2025)$246.0 million$261.3 millionQ2 2025 (June 2025)$264.7 million$304.0 millionQ3 2025 (Sept. 2025)$286.7 million$409.5 millionQ4 2025 (Dec. 2025)$471.1 million$448.1 million
Data source: Company filings.
Foolish Take
Hecla Mining and First Majestic are two top silver stocks, but their asset bases differ, which can alter the investment thesis and returns for investors.
Hecla’s revenue base is larger and a lot more diversified, making it less dependent on silver prices alone. In its last quarter, Hecla generated 60% revenue from silver and 29% from gold, with metals like zinc and lead making up the remaining. That gives Hecla significantly stronger operating margins and makes its revenue more resilient during weaker silver markets. Its Greens Creek mine is especially valuable because by-product credits keep production costs very low.
First Majestic Silver is the more direct and aggressive bet on silver, as much of its revenue is tied to silver prices. That means if silver rallies sharply, First Majestic’s revenue could grow at a much faster clip than Hecla’s. But that also means revenues are more volatile when silver prices weaken. Heavy dependence on Mexico is also an added risk.
In the long run, Hecla Mining could provide stronger returns through steadier revenue and superior margins. The proceeds from the Casa Berardi sale, combined with strong cash flows, should not only help Hecla pare debt but also ramp up spending on key mines, making it a top silver stock to buy on dips.
Data source: Company filings. Data as of April 28, 2026.
Should you buy stock in First Majestic Silver right now?
Before you buy stock in First Majestic Silver, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and First Majestic Silver wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
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*Stock Advisor returns as of May 11, 2026.
Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- First Majestic Silver vs. Hecla Mining: Rapid Acceleration vs. Steady Growth in Revenue
May 11, 2026
First Majestic Silver: Surging Late-Year Revenue
First Majestic Silver(NYSE:AG) primarily engages in the acquisition, exploration, development, and production of mineral properties, with a focus on silver and gold output across North America.
Among recent developments, First Majestic announced plans to restart its Jerritt Canyon gold mine, targeting 2027, and reported ongoing international arbitration regarding a Mexican tax dispute, while generating a net margin of around 18% for the quarter ended Dec. 31, 2025.
Hecla Mining: A Consistent Upward Climb
Hecla Mining(NYSE:HL) discovers, develops, and produces precious and base metal properties globally, mining primarily for silver, gold, lead, and zinc concentrates.
It recently completed the sale of its Casa Berardi mine to reduce outstanding debt and reported a gross margin of around 53% for the quarter ended Dec. 31, 2025. On the flip side, Hecla is facing an environmental lawsuit regarding a Montana exploration project.
Why Revenue Matters for Retail Investors
Revenue here refers to the data provider's standardized income statement revenue line item and serves as the foundational indicator of a business's ability to generate sales from its core operations before any expenses are deducted.First Majestic Silver vs Hecla Mining Revenue chart
Quarterly Revenue for First Majestic Silver and Hecla Mining
Quarter (Period End) First Majestic Silver Revenue Hecla Mining Revenue Q1 2024 (March 2024) $106.6 million $189.5 million Q2 2024 (June 2024) $136.7 million $245.7 million Q3 2024 (Sept. 2024) $147.0 million $245.1 million Q4 2024 (Dec. 2024) $173.3 million $249.7 million Q1 2025 (March 2025) $246.0 million $261.3 million Q2 2025 (June 2025) $264.7 million $304.0 million Q3 2025 (Sept. 2025) $286.7 million $409.5 million Q4 2025 (Dec. 2025) $471.1 million $448.1 million
Data source: Company filings.
Foolish Take
Hecla Mining and First Majestic are two top silver stocks, but their asset bases differ, which can alter the investment thesis and returns for investors.
Hecla’s revenue base is larger and a lot more diversified, making it less dependent on silver prices alone. In its last quarter, Hecla generated 60% revenue from silver and 29% from gold, with metals like zinc and lead making up the remaining. That gives Hecla significantly stronger operating margins and makes its revenue more resilient during weaker silver markets. Its Greens Creek mine is especially valuable because by-product credits keep production costs very low.
First Majestic Silver is the more direct and aggressive bet on silver, as much of its revenue is tied to silver prices. That means if silver rallies sharply, First Majestic’s revenue could grow at a much faster clip than Hecla’s. But that also means revenues are more volatile when silver prices weaken. Heavy dependence on Mexico is also an added risk.
Story Continues
In the long run, Hecla Mining could provide stronger returns through steadier revenue and superior margins. The proceeds from the Casa Berardi sale, combined with strong cash flows, should not only help Hecla pare debt but also ramp up spending on key mines, making it a top silver stock to buy on dips.
Data source: Company filings. Data as of April 28, 2026.
Should you buy stock in First Majestic Silver right now?
Before you buy stock in First Majestic Silver, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and First Majestic Silver wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 11, 2026.
Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
First Majestic Silver vs. Hecla Mining: Rapid Acceleration vs. Steady Growth in Revenue was originally published by The Motley Fool
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- First Majestic Silver vs. Hecla Mining: Rapid Acceleration vs.
May 11, 2026 · fool.com
First Majestic Silver recently surpassed Hecla Mining in quarterly revenue, showing a visibly steeper upward trajectory over the tracked periods. Both companies have demonstrated consistent quarter-over-quarter revenue growth in recent quarters, with sequential increases accelerating noticeably in the most recent periods.
- Earnings week ahead: BABA, CSCO, PLUG, AMAT, JD, and more
May 10, 2026
[Rolled newspaper with the headline Quarterly Results]
Zerbor
As earnings season enters another busy stretch, the upcoming week will bring a diverse mix of reports spanning AI infrastructure, semiconductors, e-commerce, clean energy, crypto, healthcare, and industrial technology.
In technology and AI, investors will closely watch results from Alibaba Group Holding Limited (BABA [https://seekingalpha.com/symbol/BABA]), Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]), Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]), Figma (FIG [https://seekingalpha.com/symbol/FIG]), Wix.com (WIX [https://seekingalpha.com/symbol/WIX]), monday.com (MNDY [https://seekingalpha.com/symbol/MNDY]), and quantum-focused names including Rigetti Computing (RGTI [https://seekingalpha.com/symbol/RGTI]), D-Wave Quantum (QBTS [https://seekingalpha.com/symbol/QBTS]), and Quantum Computing (QUBT [https://seekingalpha.com/symbol/QUBT]) for signals around enterprise spending, cloud demand, and the evolving AI ecosystem.
China and emerging-market consumer and fintech trends will also remain in focus through earnings from JD.com (JD [https://seekingalpha.com/symbol/JD]), Sea Limited (SE [https://seekingalpha.com/symbol/SE]), Nu Holdings (NU [https://seekingalpha.com/symbol/NU]), and StoneCo (STNE [https://seekingalpha.com/symbol/STNE]), while digital asset and crypto-market attention may center on Circle Internet Group (CRCL [https://seekingalpha.com/symbol/CRCL]), MARA Holdings (MARA [https://seekingalpha.com/symbol/MARA]), and CleanSpark (CLSK [https://seekingalpha.com/symbol/CLSK]).
Energy, mining, and commodity players such as Constellation Energy (CEG [https://seekingalpha.com/symbol/CEG]), Barrick Mining (B [https://seekingalpha.com/symbol/B]), Franco-Nevada (FNV [https://seekingalpha.com/symbol/FNV]), First Majestic Silver (AG [https://seekingalpha.com/symbol/AG]), Mosaic (MOS [https://seekingalpha.com/symbol/MOS]), Ovintiv (OVV [https://seekingalpha.com/symbol/OVV]), Lithium Argentina (LAR [https://seekingalpha.com/symbol/LAR]), and Canadian Solar (CSIQ [https://seekingalpha.com/symbol/CSIQ]) are expected to provide insight into commodity demand, energy markets, and the transition toward cleaner power infrastructure.
Speculative growth and next-generation mobility names including Archer Aviation (ACHR [https://seekingalpha.com/symbol/ACHR]), AST SpaceMobile (ASTS [https://seekingalpha.com/symbol/ASTS]), Virgin Galactic (SPCE [https://seekingalpha.com/symbol/SPCE]), Intuitive Machines (LUNR [https://seekingalpha.com/symbol/LUNR]), Plug Power (PLUG [https://seekingalpha.com/symbol/PLUG]), Blink Charging (BLNK [https://seekingalpha.com/symbol/BLNK]), and Eos Energy Enterprises (EOSE [https://seekingalpha.com/symbol/EOSE]) will offer another read on investor appetite for emerging technologies and long-duration innovation themes.
Meanwhile, healthcare, industrial, infrastructure, and consumer-facing companies such as Hims & Hers Health (HIMS [https://seekingalpha.com/symbol/HIMS]), Halozyme Therapeutics (HALO [https://seekingalpha.com/symbol/HALO]), Siemens Aktiengesellschaft (SIEGY [https://seekingalpha.com/symbol/SIEGY]), Simon Property Group (SPG [https://seekingalpha.com/symbol/SPG]), Under Armour (UAA [https://seekingalpha.com/symbol/UAA]), GoPro (GPRO [https://seekingalpha.com/symbol/GPRO]), and Manulife Financial Corporation (MFC [https://seekingalpha.com/symbol/MFC]) add further breadth across healthcare, manufacturing, consumer, and financial services markets.
With a reporting lineup that spans established global leaders and high-volatility growth names, the week ahead could provide fresh insight into risk appetite, AI monetization, consumer resilience, and the broader direction of global markets heading into the next phase of earnings season.
Below is a rundown of major quarterly updates anticipated for the week of May 11 to May 15:
MONDAY, MAY 11
PLUG POWER (PLUG [https://seekingalpha.com/symbol/PLUG])
Plug Power (PLUG [https://seekingalpha.com/symbol/PLUG]) is set to report Q1 results on Monday after the close, with investors hoping it can extend the momentum from a much-improved Q4 2025.
In Q4, Plug posted its first positive gross margin in years at 2.4%, on revenue of $225.2M, up 17.6% Y/Y. Management also reiterated a long-term profitability roadmap, targeting positive EBITDAS in Q4 2026, positive operating income by the end of 2027, and full profitability by the end of 2028.
Recent asset monetization, including a $132.5M sale to Stream Data Centers as part of a broader liquidity plan, has bolstered investor sentiment.
However, Wall Street is roughly Neutral while Seeking Alpha's Quant Rating System also remains cautious [https://seekingalpha.com/symbol/PLUG/ratings/quant-ratings], citing profitability and valuation.
SA contributor Henrik Alex reiterated a Sell view on Plug Power, arguing that the company’s margin improvement is encouraging but that cash burn remains high, the electrolyzer backlog is at multi-year lows, and management’s 2026 growth targets look difficult to achieve without a meaningful pickup in new orders.
* Consensus EPS Estimates: -$0.10
* Consensus Revenue Estimates: $139.76M
* Earnings Insight: Plug Power has missed EPS estimates in 8 consecutive reports, exceeding revenue forecasts in just 3 of those quarters.
ALSO REPORTING: Barrick Mining (B [https://seekingalpha.com/symbol/B]), Simon Property Group (SPG [https://seekingalpha.com/symbol/SPG]), Hims & Hers Health (HIMS [https://seekingalpha.com/symbol/HIMS]), 3D Systems Corporation (DDD [https://seekingalpha.com/symbol/DDD]), SeaDrill (SDRL [https://seekingalpha.com/symbol/SDRL]), Cronos Group (CRON [https://seekingalpha.com/symbol/CRON]), Marathon Digital Holdings (MARA [https://seekingalpha.com/symbol/MARA]), Blink Charging (BLNK [https://seekingalpha.com/symbol/BLNK]), GoPro (GPRO [https://seekingalpha.com/symbol/GPRO]), Mosaic (MOS [https://seekingalpha.com/symbol/MOS]), Uniti Group (UNIT [https://seekingalpha.com/symbol/UNIT]), Ovintiv (OVV [https://seekingalpha.com/symbol/OVV]), Danaos (DAC [https://seekingalpha.com/symbol/DAC]), ARKO Petroleum (APC [https://seekingalpha.com/symbol/APC]), Agenus (AGEN [https://seekingalpha.com/symbol/AGEN]), CleanSpark (CLSK [https://seekingalpha.com/symbol/CLSK]), Village Farms International (VFF [https://seekingalpha.com/symbol/VFF]), Circle Internet Group (CRCL [https://seekingalpha.com/symbol/CRCL]), and more.
TUESDAY, MAY 12
JD.COM (JD [https://seekingalpha.com/symbol/JD])
JD.com (JD [https://seekingalpha.com/symbol/JD]), one of China's largest e-commerce and supply chain technology platforms, is scheduled to report its Q1 results on Tuesday before the U.S. market opens, with investors closely watching whether the company can rebound from a challenging Q4.
JD.com's most recent quarter saw resilient full-year revenue growth, margin expansion, and a record user base, with strong performance in general merchandise and new businesses. However, the company posted its first quarterly loss in more than three years as the food-delivery subsidy war in China continued to take a toll on the e-commerce giant.
Looking ahead to Q1, management has expressed confidence in sustaining healthy growth across general merchandise, supermarket, fashion, and healthcare in 2026, while noting that electronics and home appliances are expected to recover only in the second half of the year due to a high base effect in H1. Food delivery investment is expected to decrease in 2026, with a renewed focus on healthy scaling and improved unit economics, a signal the market has been eager to hear following months of margin pressure from the bruising food delivery price war with rivals.
On the international front, JD.com has been expanding aggressively beyond China's borders. The company launched Joybuy, a shopping platform serving six European countries, including the U.K., in March 2026, while also making a $2.5B bid for German electronics retailer Ceconomy.
The company also completed a CNY10B senior notes offering in April 2026, signaling continued confidence in its capital position despite the near-term earnings headwinds.
Persistent US-China trade tensions and the ever-present risk of ADR delisting remain overhangs that keep a ceiling on valuation for many international investors, even as the underlying business continues to scale.
Wall Street sentiment remains broadly constructive, and Seeking Alpha's Quant rating system also suggests a Buy [https://seekingalpha.com/symbol/JD/ratings/quant-ratings].
SA author Byte Sized Alpha also recommends a Buy [https://seekingalpha.com/article/4897710-jdcom-logistics-ai-and-marketplace-growth-could-drive-a-re-rating] rating on JD.com (JD [https://seekingalpha.com/symbol/JD]), arguing that the stock remains undervalued as growth drivers across logistics, marketplace operations, advertising, and industrial AI systems continue to strengthen the long-term thesis.
The author highlights JD’s vertically integrated logistics network and international expansion through JoyExpress as key competitive advantages, while AI-driven tools such as JoyStreamer and JingYan Assistant are helping accelerate higher-margin advertising and marketplace revenue growth.
At roughly 10x forward earnings and around $30 per share, Byte Sized Alpha sees further upside potential, assigning a 12-month price target of $42.
* Consensus EPS Estimates: $0.53
* Consensus Revenue Estimates: $45.55B
* Earnings Insight: JD.com has topped EPS and revenue expectations in 7 of the past 8 quarters.
ALSO REPORTING: Sea Limited (SE [https://seekingalpha.com/symbol/SE]), Under Armour (UAA [https://seekingalpha.com/symbol/UAA]), First Majestic Silver (AG [https://seekingalpha.com/symbol/AG]), OrganiGram (OGI [https://seekingalpha.com/symbol/OGI]), GrowGeneration (GRWG [https://seekingalpha.com/symbol/GRWG]), Franco-Nevada (FNV [https://seekingalpha.com/symbol/FNV]), HUYA (HUYA [https://seekingalpha.com/symbol/HUYA]), B&G Foods (BGS [https://seekingalpha.com/symbol/BGS]), Zebra Technologies (ZBRA [https://seekingalpha.com/symbol/ZBRA]), Tencent Music Entertainment Group (TME [https://seekingalpha.com/symbol/TME]), Kopin (KOPN [https://seekingalpha.com/symbol/KOPN]), D-Wave Quantum (QBTS [https://seekingalpha.com/symbol/QBTS]), and more.
WEDNESDAY, MAY 13
CISCO SYSTEMS (CSCO [https://seekingalpha.com/symbol/CSCO])
Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]) is set to release its FQ3 results after Wednesday’s close, with expectations elevated after a run of strong quarters and bullish management commentary. The company has said it is positioned for its best fiscal year on record, driven by momentum in AI infrastructure and networking.
In its most recent quarter, Cisco beat expectations and raised its full-year outlook to revenue of $61.2B to $61.7B and non-GAAP EPS of $4.13 to $4.17, assuming current tariffs and exemptions remain in place through FY2026.
The AI infrastructure story remains the main driver heading into the print. Silicon One shipped its one millionth chip during Q2; Cisco unveiled the G300 architecture with 102.4 Tbps of switching bandwidth, and the company now has design wins with five of six major hyperscalers. A campus networking upgrade cycle and a sovereign cloud pipeline exceeding $2.5B add to the growth runway, and investors will be watching to see whether AI order momentum has stayed strong into Q3.
Splunk integration is the other major focus. Roughly two years after the deal closed, Cisco is still benefiting from cross-sell opportunities, but the cloud subscription transition continues to weigh on near-term recognized revenue. That said, the growth in Splunk’s ARR and product RPO supports the longer-term thesis, even if the monetization path remains gradual.
Margins will also be closely watched. Cisco is shifting from legacy networking hardware toward AI infrastructure leadership, but that mix shift is putting pressure on gross and operating margins. Management has guided Q3 non-GAAP gross margin of 65.5% to 66.5% and non-GAAP operating margin of 33.5% to 34.5%, while tariff exposure on memory, PCBs, and optics remains an added variable.
Wall Street remains broadly constructive with a Buy rating, but investors still appear to be weighing execution risk against the upside from AI and Splunk.
Meanwhile, Seeking Alpha's Quant Rating System suggests a Hold [https://seekingalpha.com/symbol/CSCO/ratings/quant-ratings].
* Consensus EPS Estimates: $1.04
* Consensus Revenue Estimates: $15.56B
* Earnings Insight: Cisco has beaten EPS and revenue estimates in 8 straight quarters.
ALSO REPORTING: Alibaba Group Holding (BABA [https://seekingalpha.com/symbol/BABA]), Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]), Inovio Biomedical (INO [https://seekingalpha.com/symbol/INO]), Bionano Genomics (BNGO [https://seekingalpha.com/symbol/BNGO]), Paysafe Group Holdings (PSFE [https://seekingalpha.com/symbol/PSFE]), Manulife Financial (MFC [https://seekingalpha.com/symbol/MFC]), Wix.com (WIX [https://seekingalpha.com/symbol/WIX]), Capital Southwest (CSWC [https://seekingalpha.com/symbol/CSWC]), Energous (WATT [https://seekingalpha.com/symbol/WATT]), Shoulder Innovations (SI [https://seekingalpha.com/symbol/SI]), Dynatrace (DT [https://seekingalpha.com/symbol/DT]), Altimmune (ALT [https://seekingalpha.com/symbol/ALT]), Gilat Satellite Networks (GILT [https://seekingalpha.com/symbol/GILT]), COMPASS Pathways (CMPS [https://seekingalpha.com/symbol/CMPS]), Teekay (TK [https://seekingalpha.com/symbol/TK]), Doximity (DOCS [https://seekingalpha.com/symbol/DOCS]), Veru (VERU [https://seekingalpha.com/symbol/VERU]), and more.
THURSDAY, MAY 14
APPLIED MATERIALS (AMAT [https://seekingalpha.com/symbol/AMAT])
Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), the world’s largest semiconductor equipment maker by revenue, is set to report FQ2 results after Thursday’s close, with investors looking for another beat-and-raise quarter from one of the market’s key AI infrastructure beneficiaries.
In February, the company topped expectations in FQ1 results, while management said it expects its semiconductor equipment business to grow by more than 20% in calendar 2026. Applied then guided FQ2 revenue of about $7.65B and adjusted EPS of $2.64, and analysts have since edged estimates higher.
The biggest growth drivers remain gate-all-around transistors and high-bandwidth memory, where advanced tools are increasingly essential as chipmakers push to smaller nodes and more complex stacking. Applied’s $5B EPIC Center initiative is also a key focus, as investors watch for updates on customer co-development, commercialization timelines, and the pace of AI-related demand. China remains the main risk.
Management has already flagged a potential $600M FY2026 revenue headwind from tighter U.S. export restrictions, which could affect both tool shipments and service revenue.
The overall demand landscape driven by AI-related capital expenditures remains favorable, and Wall Street maintains a positive outlook ahead of the earnings report.
Meanwhile, Seeking Alpha's Quant Rating System recommends a Hold rating [https://seekingalpha.com/symbol/AMAT/ratings/quant-ratings].
* Consensus EPS Estimates: $2.67
* Consensus Revenue Estimates: $7.68B
* Earnings Insight: AMAT has beaten EPS and revenue estimates in 8 straight quarters, missing revenue expectations only once in that span.
ALSO REPORTING: Virgin Galactic Holdings (SPCE [https://seekingalpha.com/symbol/SPCE]), Workhorse Group (WKHS [https://seekingalpha.com/symbol/WKHS]), Canadian Solar (CSIQ [https://seekingalpha.com/symbol/CSIQ]), Vuzix (VUZI [https://seekingalpha.com/symbol/VUZI]), Co-Diagnostics (CODX [https://seekingalpha.com/symbol/CODX]), Canada Goose Holdings (GOOS [https://seekingalpha.com/symbol/GOOS]), Intuitive Machines (LUNR [https://seekingalpha.com/symbol/LUNR]), YETI Holdings (YETI [https://seekingalpha.com/symbol/YETI]), Karyopharm Therapeutics (KPTI [https://seekingalpha.com/symbol/KPTI]), Nu Holdings (NU [https://seekingalpha.com/symbol/NU]), and more.
FRIDAY, MAY 15
The week wraps up on a lighter note, with only a handful of earnings scheduled for Friday's pre-market session. Notable names include Sachem Capital (SACH [https://seekingalpha.com/symbol/SACH]), PAVmed (PAVM [https://seekingalpha.com/symbol/PAVM]), H World Group (HTHT [https://seekingalpha.com/symbol/HTHT]), and more.
MORE ON RELATED STOCKS:
* Cisco Q3 Earnings Preview: Margin Focus As Shares Trade Near Highs [https://seekingalpha.com/article/4899260-cisco-q3-earnings-preview-margin-focus-as-shares-trade-near-highs]
* JD.com: Logistics, AI, And Marketplace Growth Could Drive A Re-Rating [https://seekingalpha.com/article/4897710-jdcom-logistics-ai-and-marketplace-growth-could-drive-a-re-rating]
* Alibaba's AI Engine Is Powering A Still Undervalued Comeback [https://seekingalpha.com/article/4894312-alibabas-ai-engine-is-powering-a-still-undervalued-comeback]
* US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports [https://seekingalpha.com/news/4589535-us-said-to-suspect-nvidia-chips-smuggled-to-alibaba-via-thailand-bloomberg-reports]
* Kimi chatbot developer Moonshot AI reaches $20B valuation in Meituan-led funding round [https://seekingalpha.com/news/4587927-kimi-chatbot-developer-moonshot-ai-reaches-20b-valuation-in-meituan-led-funding-round]
- How to Approach First Majestic Stock Ahead of Its Q1 Earnings Release?
May 8, 2026
First Majestic Silver Corp. AG is scheduled to release first-quarter 2026 results on May 12. The Zacks Consensus Estimate for its quarterly earnings is currently pegged at 33 cents per share.
The company’s first-quarter earnings estimates have increased 13.8% over the past 60 days. The bottom-line projection indicates a surge of 560% from the year-ago number.
Earnings Surprise History
The company has a dismal earnings surprise history, missing the Zacks Consensus Estimate thrice and outpacing once in the preceding four quarters. The earnings surprise is a negative 18.8%, on average. In the last reported quarter, it reported earnings of 30 cents per share, beating the consensus estimate of 27 cents.
Earnings Whispers
Our proven model does not conclusively predict an earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat, but that’s not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Earnings ESP: First Majestic has an Earnings ESP of 0.00% as both the Zacks Consensus Estimate and the Most Accurate Estimate are pegged at 33 cents per share.
Zacks Rank: AG presently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
First Majestic Silver Corp. Price and EPS SurpriseFirst Majestic Silver Corp. Price and EPS Surprise
First Majestic Silver Corp. price-eps-surprise | First Majestic Silver Corp. Quote
Factors Likely to Have Shaped AG’s Quarterly Performance
AG’s total production reached 3.5 million ounces of silver and 34,341 gold ounces in the first quarter of 2026. It also produced 15.4 million pounds of zinc, 8.7 million pounds of lead and 262,913 pounds of copper. The silver and gold ounces produced marked a decline of 5.4% and 6%, respectively, on a year-over-year basis. The fall in production level is expected to impact the top-line results in the first quarter.
Despite the recent decline, the company has been benefiting from a significant increase in silver prices over the past year. The prices have remained strong, owing to the persistent market deficit, high industrial demand in solar and AI sectors and strong safe-haven demand. Demand for solar energy, electronics and electrification now accounts for more than half of global silver demand.
Also, with the acquisition of Gatos Silver in January 2025, First Majestic gained a 70% interest in the high-quality and long-life Cerro Los Gatos Silver underground mine. This transaction solidified AG’s position as an intermediate primary silver producer, which is likely to have boosted its performance in the quarter.
First Majestic currently owns four operating mines in Mexico, including the likes of Santa Elena Silver/Gold mine, Los Gatos Silver mine and La Encantada Silver mine. These sites are witnessing healthy production performances despite the ongoing legal and regulatory issues, which hold positive. However, lower silver and gold production at the San Dimas Silver/Gold mine is likely to hurt its results.
Also, the company has been incurring high costs and expenses related to an increase in royalties and higher worker participation costs. The increase in operating expenses is likely to have dented its margins and profitability in the to-be-reported quarter.
Story Continues
AG’s Price Performance
AG shares have soared 79.8% in the past six months compared with the Zacks Mining - Silver industry and the S&P 500’s growth of 44.7% and 9.3%, respectively. Shares of the company’s peers, Hecla Mining Company HL and Coeur Mining, Inc. CDE, have gained 20.3% and 21.8%, respectively, over the same time frame.
Three-Month Price PerformanceZacks Investment Research
Image Source: Zacks Investment Research
First Majestic’s Valuation
First Majestic is trading at a forward 12-month price-to-earnings (P/E) ratio of 25.36X, much higher than the industry average of 14.30X. This elevated valuation could make the stock vulnerable to further pullbacks if market sentiment sours.
In comparison with AG’s valuation, its peer, Hecla Mining, is currently overvalued, while Coeur Mining is trading cheaper. Notably, Hecla Mining and Coeur Mining are currently trading at 31.65X and 11.65X, respectively.
Price-to-Earnings (Forward 12 Months)Zacks Investment Research
Image Source: Zacks Investment Research
Investment Thesis
First Majestic’s market leadership position, diversified assets and strong liquidity position provide it with a competitive advantage to leverage the long-term demand prospects in silver and gold markets. Rise in metal prices and solid demand across solar energy and electronics markets is expected to drive First Majestic's performance in the quarters ahead. However, escalating operating costs remain concerning for its margin performance.
Should You Buy AG Pre-Q1 Earnings Release?
First Majestic's solid foothold and persistent strength in gold and silver markets bode well for its growth. Given the strength in most of its served markets, the company has built a sound liquidity position that supports its shareholder-friendly policies.
However, ongoing legal and regulatory issues at the operating mines in Mexico present a financial and operational risk, which remains concerning for its near-term performance. Also, an expensive valuation warrants a cautious approach for existing investors.
Potential investors should monitor the developments of the stock closely for a more appropriate entry point. Therefore, it might be prudent to wait for AG’s earnings report before making an investment decision.
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This article originally published on Zacks Investment Research (zacks.com).
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