r/Stocks Daily Discussion & Fundamentals Friday Jul 31, 2026

u/AutoModerator · Reddit — r/stocks · July 31, 2026 at 09:30 · ⬆ 2 pts · 💬 23 comments | View on Reddit ↗

AI Summary

Summary

Dominant sentiment is mixed: one bullish Amazon call, one bearish NVO comment, and one macro/political risk warning.
No key earnings or fundamentals were discussed; comments are short sentiment-driven takes rather than detailed analysis.
No clear cross-comment consensus; the thread is split between single-stock optimism and broader caution.

AI Summary

Summary

Earnings season is showing huge, unusual post-earnings swings: RDDT down ~20%, AAPL down ~10%, MSFT up ~20%, AMZN up ~15%.
Strong fundamental reports from RDDT, Moog, IES Holdings, and Tetra Tech are being met with outsized or mixed market reactions.
Sentiment is split between “market is irrational” and “these are genuine buying opportunities,” with some skepticism about AI-driven leverage and market stability.

Score 2

Comments 23

▶ Full Post Text

[+8] u/InvestigatorPlus3229: Amazon in for a big one

[+5] u/InvisibleEar: Trump getting super cereal at Camp David, it would be crazy if he did something really fucking stupid

[+5] u/InvisibleEar: Thoughts and prayers for NVO bagholders ♥️

[+12] u/captainstrange94: RDDT is bankrupt for having the 90% margins and 60%+ growth.

[+11] u/jigglyjohnson13: Damn did the reddit CEO drop the N word on the earnings call or something?

[+10] u/dreamsforsale: The market has always been nuts, but this earnings season seems particularly bonkers. Has AI just taken over trading or something?

RDDT opens \~20% down, AAPL down 10% both on amazing reports...a day after MSFT jumps almost 20%? And Amazon's up 15%?

WTF is going on here? The scale of these moves is wildly out of the norm.

[+9] u/captainstrange94: I don't even know what to say about RDDT.... this is absurdly mind blowing and completely irrational. 

You'd think RDDT is going bankrupt. This is AFTER a triple beat. Imagine a single bad earnings.

[+9] u/Fozzbael: If RDDT is down 20% on blowout earnings, imagine what would happen to the stock if they ever miss even slightly.

Almost tempted to buy because this seems like an extremely irrational movement. But also probably won't because whatever is going on here, I don't want movements like this in my portfolio.

[+8] u/GWillHunting: RDDT dropping 20% after that earnings report is so insane. Adding more.

[+8] u/_hiddenscout: Such a wild market. Was down around 19% the past month and the last two days, I’m up 11%. 

Seriously need conviction. It’s wild to me how numb I’ve become to some of these price movements.

[+8] u/Puzzleheaded-One-607: Amazon has been a coiled spring for a long time. I think it runs to $300+ by end of year

[+8] u/selesnyaTroll: yep totally normal for some of these big boys to be swinging up and down 10% in just the first half hour. Very healthy market /s

[+7] u/Sufficient_Habit5091: These are the "I'm the smartest person in the room" narcissists running our economy.  Watch the cringe interview of Leopold Aschenbrenner by Dwarkesh.  Look at videos of how much WSJ, news outlets, social media glazed this "AI guru" just days and weeks before this story broke. Ask yourself if these are the people who should be in control of where we light trillions of our society's resources and investment dollars on fire.

Guess what, due to his complete delusion, his $45B AUM (at the peak) just got liquidated and margin called for mega leveraged bets on AI plays.

They're really good at acting like they know something we don't.  They're just reckless and dangerous with borderline psychopathic ability to sell snake oil and raise money.

[+7] u/jrex035: "The oil markets aren't being manipulated, this is just how the market works." - idiots on the internet

"We ***will continue*** measures to keep oil price down if needed." - Scott Bessent

[+7] u/Npc2033: Apple worth a buy today? Or should I just do QQQ and call it a day

[+7] u/jnas_19: Hopefully all the South Koreans took on more debt to leverage long again.

[+7] u/Capau15: What the fk RDDT, amazing earnings and this happens

[+6] u/IvoryTowerResident: Officially a RDDT bag holders now got in around 157. 

Not sure how i feel about CEO's comments on Google destroyed traffic to reddit with their AI summary stuff

[+6] u/_hiddenscout: Market isn’t happy, but results don’t look bad to me. 

**Moog Inc. (NYSE: MOG.A / MOG.B)** reported record Q3 FY2026 net sales of **$1.117 billion**, up 15% year-over-year with positive organic revenue growth across all four operating segments. Consolidated operating margin expanded to **15.8%**, driving GAAP net income to **$152.0 million** (**$4.74** per diluted share), which included a $30 million IEEPA tariff recovery and $43 million in discrete tax benefits. Adjusted diluted EPS grew 60% year-over-year to **$3.72**, powered by solid pricing realization, 80/20 operational efficiencies, and operating leverage.

12-month backlog increased 23% year-over-year to **$3.3 billion**, while Q3 free cash flow reached **$132.6 million**. The company declared a quarterly cash dividend of **$0.30 per share** (\~$10 million total capital return). Following the strong quarter, Moog raised its full-year FY2026 guidance, now projecting net sales of **$4.4 billion**, Adjusted operating margin of **14.1%**, Adjusted diluted EPS of **$11.65**, and a free cash flow conversion rate of **70%**.

[+6] u/zbern: Little Late

Tetra Tech - TTEK Earnings 7/29/26

•Revenue $1.31 billion; Net Revenue $1.11 billion

• Operating Income $158 million; EBITDA $173 million

• EPS $0.42

• Backlog $4.49 billion, up 5% sequentially
YTD performance drives increased FY26 guidance

 Recent Key Wins

   U.S. Army Corps of Engineers Norfolk District multiple-award contract for engineering services

    U.S. Army Corps of Engineers Mobile District multiple-award contract for water infrastructure

    U.S. EPA Office of Water single-award water quality and ecological monitoring contract

    U.S. Federal Aviation Administration single-award airspace redesign task order contract

    L.A. Department of Water &amp; Power multiple-award environmental and digital automation contract

    California Wastewater Authority digital systems integration contract

    Scotland Excel engineering and technical consultancy framework contract

    Chelan County Public Utility District hydropower dam modernization contract

    City of Dayton Department of Water PFAS water treatment design contract

    Hyperscale AI Data Center power system digital automation and cybersecurity contract

"Roger Argus, Chief Executive Officer, commented, “We delivered a strong third quarter with growth primarily driven by U.S. federal and international end markets, both increasing at a double-digit rate. We received significant new orders during the quarter, including commercial orders for data center and sediment restoration projects, driving our backlog up by more than $200 million. The Company’s performance year-to-date resulted in our increasing guidance for fiscal 2026.”

[+6] u/SvV_Ying: That morning dip was the last generational one you had.

[+6] u/RamCockUpMyAss: So as usual companies are obliterating earnings and raising guidance, and people are somehow still surprised the market isn't correcting? How is it a "clown market" when earnings are being blown out?

[+5] u/_hiddenscout: **IES Holdings (NASDAQ: IESC)** reported fiscal 2026 third quarter revenue of **$1.243 billion**, up 40% from $890 million a year earlier. Operating income rose 60% to **$178.5 million**, while net income attributable to IES nearly doubled to **$153.0 million** and diluted EPS increased to **$7.57** from $3.81. 

Adjusted net income was **$135.3 million**, up 70%.  
As of June 30, 2026, remaining performance obligations were about **$2.8 billion** and non-GAAP backlog was about **$4.5 billion**, which the company said is up 91% since fiscal year-end 2025. The Communications, Infrastructure Solutions, and Commercial &amp; Industrial segments delivered strong double- to triple-digit revenue growth, while Residential declined on weaker housing.

The board approved a **two-for-one stock split**, payable as a stock dividend, with shareholders of record on **August 14, 2026** receiving one additional share after the close of trading on **August 21, 2026**. IES ended the quarter with **$77.3 million**in cash, no debt, and **$310.6 million** in marketable securities.

[+5] u/GWillHunting: What’s Reddit’s PE and forward PE at this price drop?

Ideas

r/stocks community Reddit community discussion

The thread highlights Amazon up ~15% after strong earnings, with one top comment calling it a “coiled spring” that runs to $300+ by year-end. Strong earnings momentum plus a long consolidation setup suggests the market is finally rewarding Amazon’s fundamental improvement. Community sees Amazon as a fundamentally strong large-cap with continued upside into year-end. Only one direct price target was posted; the stock is already up sharply, so chasing after the move carries near-term pullback risk.

r/stocks community Reddit community discussion

A +5 comment says “Thoughts and prayers for NVO bagholders,” implying NVO longs are underwater. The community is signaling bearish sentiment on NVO and sees little reason to defend the stock. Avoid initiating new long exposure; bearish tone suggests continued downside or weak recovery. No explicit short thesis was given; the comment may reflect sympathy near a potential capitulation low.

r/stocks community Reddit community discussion

RDDT triple-beat with high margins and 60%+ growth, yet the stock opened ~20% lower, which multiple users called “irrational” and “absurd.” The selloff appears driven by CEO comments about Google AI reducing Reddit traffic rather than current fundamentals, creating a potential mispricing. Community leans toward buying the dip because the earnings quality and growth profile do not justify a 20% crash. Some commenters noted they would not add because moves this violent suggest hidden problems; CEO’s Google traffic comments could point to slowing future growth.

r/stocks community Reddit community discussion

Tetra Tech delivered net revenue of $1.11B, backlog of $4.49B, and raised FY2026 guidance after a strong Q3. Strong federal/international demand plus new data center and infrastructure wins should continue driving backlog conversion. The community framed this as a solid earnings update with raised guidance, supporting a long bias. The post was “little late,” so the easy move may already be priced in; EPS of $0.42 looks modest versus the revenue scale.

r/stocks community Reddit community discussion

IES Holdings posted Q3 revenue +40%, operating income +60%, EPS roughly doubled to $7.57, and announced a 2-for-1 stock split. Massive revenue growth, backlog up 91% since FY-end 2025, and no debt make IESC a strong growth-with-quality setup. The community highlighted this as an underappreciated fundamental winner, and the stock split adds retail-friendly momentum. Residential segment declined on weaker housing; stock split can create short-term volatility and headline-driven trading.

r/stocks community Reddit community discussion

Moog reported record Q3 FY2026 sales of $1.117B, +15% YoY, adjusted EPS +60%, and raised full-year guidance. Strong organic growth across all four segments, record backlog, and higher guidance support continued re-rating. The community posted this as a fundamentally strong earnings result with positive outlook, making it a long candidate. Earnings included one-time tariff recovery and discrete tax benefits; defense/industrial cyclicality remains a risk.

More from Reddit — r/stocks

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Reddit shares slide despite strong Q2 beat and upbeat guidance

Microsoft had the biggest one day dollar gain of any stock. On same day the Fed spooked bonds. AI driven market or a really good quarter

This Reddit post, published July 31, 2026, features r/stocks community discussing AMZN, NVO, RDDT, TTEK, IESC, B, MOG.A. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/stocks community · Tickers: AMZN, NVO, RDDT, TTEK, IESC, B, MOG.A