r/Stocks Daily Discussion & Options Trading Thursday - Apr 30, 2026

[+6] u/selesnyaTroll: LLY Eli Lilly Q1 2026 Earnings - Adj EPS $8.55 (est $6.66) - Rev. $19.80B (est $17.77B) - Zepbound Rev. $4.16B (est $4.03B) - Mounjaro Rev. $8.66B (est $7.21B) - Sees FY Rev. $82.0B To $85.0B, Saw $80B To $83B - Sees FY Adj EPS $35.50 To $37.00, Saw $33.50 To $35 - Raises Full Year Guidance LLY just keeps printing money. [+12] u/InternetSlave: GOOG at $380. I am experiencing euphoria [+11] u/_hiddenscout: Initial Jobless Claims 189K, Exp. 212K Continuing Claims 1785K, Exp. 1815K PCE 0.7% MoM, Exp. 0.7% PCE Core 0.3% MoM, Exp. 0.3% PCE 3.5% YoY, Exp. 3.5% PCE Core 3.2% YoY, Exp. 3.2% Personal Spending 0.9%, Exp. 0.9% Personal Income 0.6%, Exp. 0.3% [+10] u/achay10: u/Steak_Itchy I just checked Tesla today. Sorry buddy [+10] u/parsley_lover: That’s why I love watching the stock market. I love how it ignores all the war and bad news, keeps rallying, and then dumps right when good earnings news arrives. [+9] u/Cobainism: Google singlehandedly holding up the market. Totally a healthy and sustainable economy. [+8] u/_hiddenscout: Quanta Services (NYSE: PWR) reported Q1 2026 revenues of $7.87 billion and net income attributable to common stock of $220.6 million ($1.45 GAAP diluted EPS; $2.68 adjusted diluted EPS). Adjusted EBITDA was $686.4 million. First-quarter remaining performance obligations were $26.2 billion and total backlog was a record $48.5 billion. Management increased full-year 2026 guidance to $34.7–$35.2 billion revenue, net income of $1.40–$1.50 billion, diluted EPS of $9.17–$9.87, adjusted diluted EPS of $13.55–$14.25, and adjusted EBITDA of $3.49–$3.65 billion. [+8] u/_hiddenscout: ATI (NYSE: ATI) reported Q1 2026 results: sales $1.15B, GAAP net income attributable to ATI $118.2M (EPS $0.85), and adjusted EPS $1.00. Adjusted EBITDA was $231.7M (20.1% of sales), up 310 bps year-over-year. Operating cash flow improved by about $221M. The company raised full‑year adjusted EBITDA, EPS, and adjusted free cash flow guidance and announced an additional $500M share repurchase authorization. [+8] u/MitchCurry: Just a casual GOOGL ATH. [+8] u/TrumpsCummyOnahole: Um, is MSFT oversold at this point? Their earnings weren't that bad...I get they're spending on openai but holy fug [+7] u/InvestigatorPlus3229: Google with casual 300 billion gain [+7] u/deevee12: Google owns the future. Mag 1 all the way [+7] u/RegulusDeneb: Google's going to go on another tear over the next couple weeks, isn't it. [+6] u/_hiddenscout: More solar+battery news for all the solar bros out there: [https://www.pv-magazine.com/2026/04/28/solar-and-storage-expected-to-drive-86-gw-capacity-surge-in-the-u-s-this-year/](https://www.pv-magazine.com/2026/04/28/solar-and-storage-expected-to-drive-86-gw-capacity-surge-in-the-u-s-this-year/) >The U.S. electric grid is on track for a record-breaking year, with developers planning to add 86 GW of new utility-scale capacity in 2026, according to the latest data from the U.S. Energy Information Administration (EIA). Clean energy technologies are expected to dominate the expansion, with solar and battery storage accounting for the vast majority of planned additions. >According to the April 2026 Electric Power Monthly report, the energy transition is accelerating as fossil fuel capacity continues to decline on a net basis. Renewable generation increased by 10.8% in the first two months of the year, reaching 26% of total U.S. electricity generation. >Utility-scale solar remains the largest source of new capacity, with 43.4 GW planned for 2026—a 60% increase compared with 2025 installations. Texas continues to lead as the nation’s solar hub, accounting for 40% of all new utility-scale projects. Notable additions include the 837 MW Tehuacana Creek 1 project in Texas, expected to be the largest solar PV facility coming online this year. >Small-scale solar also continues to grow steadily. As of February 2026, the U.S. had surpassed 60 GW of total small-scale capacity, with more than 6 GW added in the past 12 months. >Battery energy storage deployment is keeping pace with solar expansion to support grid reliability and manage intermittency. Developers plan to add a record 24 GW of utility-scale storage in 2026, up significantly from 15 GW added last year. >By the end of the first quarter of 2027, the EIA projects that total U.S. battery storage capacity will rise from 44.6 GW to more than 67 GW. This growth is highly concentrated in a few states, led by Texas with 12.9 GW (53% of new capacity), followed by California with 3.4 GW (14%) and Arizona with 3.2 GW (13%). [+6] u/gummi_eater: man, Google has made me half my yearly salary this month. So happy I bought a ton more during last April. [+6] u/_hiddenscout: Garrett Motion (Nasdaq: GTX) reported Q1 2026 results with net sales of $985 million (up 12% reported, 6% constant currency), net income $95 million (9.6% margin), Adjusted EBIT $151 million (15.3% margin) and adjusted free cash flow $49 million. The board declared a $0.08/share cash dividend payable June 15, 2026. The company repurchased $87 million of stock in Q1 and raised full‑year 2026 guidance, including GAAP net sales target of $3.6–$3.9 billion and Adjusted EBIT of $520–$600 million. Q1 drivers included new turbo and electrification awards, commercial vehicle and industrial strength, partially offset by productivity and tariff impacts. [+6] u/fakemedicines: Oh MSFT, look how they massacred my boy [+6] u/NotGucci: UNH nice recovery from when Trump admin made changes. [+5] u/_hiddenscout: TechnipFMC (NYSE: FTI) reported Q1 2026 revenues of $2.49 billion and net income attributable to the company of $260.5 million ($0.64 GAAP diluted EPS). Adjusted EBITDA was $466 million, with margins expanding to 18.7%. First-quarter total backlog remained robust at $16.5 billion, with $2.15 billion in total inbound orders. Management reiterated its full-year 2026 financial guidance, which includes revenue of $9.5–$10.2 billion, Adjusted EBITDA of $1.87–$1.97 billion, and free cash flow of $1.3–$1.45 billion. The company intends to return at least 70% of full-year free cash flow to shareholders through dividends and its accelerated share repurchase program. [+5] u/HotEmu463: It's one of those golden opportunities to buy Microsoft. [+5] u/_hiddenscout: Still wild/cool how some names the average investor has never heard of just can pop. It’s fun kicking over rocks. Bought a nano cap today. The do the switch boxes on the GEV turbines. [+5] u/_hiddenscout: it's wild how FIX is now up 2134% over the last 5 years lol. Shout out to creeme for being the only person to actually talk to me about it 3Y ago when I suggested/was looking into them lol [https://www.reddit.com/r/stocks/comments/12x9tnm/comment/jhiii0q/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/12x9tnm/comment/jhiii0q/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)