Tuesday, February 3, 2026
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Earnings season is the heartbeat of the market, and every day brings fresh signals about where money is flowing. With each report, we learn not just how companies are performing, but how investors are reacting. In the Daily Beat, we spotlight the most important S&P 500 earnings moves from the prior session: the winners, the losers, and the reactions that reveal what really matters to the market right now. Whether it's a bellwether with broad economic implications or a niche name making waves, we cut through the noise to focus on the setups that matter most. |
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Here are the top beats from the S&P 500 👇 |
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*Click the image to enlarge it At the top of Monday's Beat Sheet was the $17B auto parts stock, Aptiv $APTV. After beating headline expectations across the board, shareholders were rewarded with a +0.85 reaction score. The company reported $5.15B in revenue, beating the expected $5.11, and earnings per share of $1.86, slightly beating the expected $1.85. At the bottom of the list was the entertainment giant, Disney $DIS. Following a double beat, shareholders were punished with a -5.19 reaction score. Revenues came in at $25.98B, missing the expected $25.70B, and earnings per share of $1.63, beating the expected $1.57. The Tyson Foods $TSN beat/beat/pop also stood out to us. Let's talk about what else happened 👇 |
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TSN had its 3rd-consecutive positive earnings reaction🔥 |
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Tyson Foods had a slightly positive post-earnings reaction, and here's what happened: |
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- Sales increased by 6.2% year-over-year, driven by strong demand for chicken and prepared foods. This was the 5th consecutive quarter of volume and net sales gains in the chicken segment.
- The beef segment saw a year-over-year increase in sales, but it continues to see margin compression due to high cattle prices.
- In addition to the strong quarter, the management team increased its free cash flow forward guidance.
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After years of going nowhere, TSN is now on the cusp of resolving a textbook bearish-to-bullish reversal pattern. And when you follow the earnings sentiment as we do, this comes as no surprise. We've now seen back-to-back-to-back positive earnings reactions, one of the longest streaks in recent history. With the fundamentals in a strong bullish regime, we expect TSN to breakout and enter a brand-new primary uptrend soon. |
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DIS had its 3rd-consecutive negative earnings reaction🩸 |
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Disney had a -7.4% post-earnings reaction, and here's what happened: |
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- Net income declined by 6% year-over-year due to lower Entertainment operating income and a higher effective tax rate.
- Experiences segment achieved record quarterly revenue of $10.0B, with operating income up 6% year-over-year, driven by higher theme park attendance, cruise launches, and guest spending.
- While the management team expects solid EPS growth in 2026, the market wasn't pleased with the capital expenditure plan.
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After a brutal decline of more than 60% from early 2021 to late 2023, DIS has been carving out a massive bearish-to-bullish reversal pattern. We think this will eventually be the launchpad for a brand-new primary uptrend. However, we don't expect anything good to happen until the earnings sentiment changes. The market continues to reiterate to us that the fundamentals are not supportive of higher prices. So long as that's the case, we expect DIS to continue churning sideways for the foreseeable future. Thank you for reading! -The Beat Team |
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Editor's Note: Due to popular demand, Steve Strazza is going live again this Thursday at 2 am ET to answer your questions about his new Beat Report research. Whether you made it to last week's event or not, this event will be must-see TV on Stock Market TV. We hope to see you there! |
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STAY HUNGRY. STAY FOOLISH |
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