February 5, 2026
Finance

Alphabet Surpasses Expectations While Amazon, Bristol-Myers, and ConocoPhillips Await Earnings Reports

Mixed futures mark the market as key earnings releases and corporate actions unfold

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Summary

As U.S. stock futures exhibit mixed trends, several significant corporate earnings as well as restructuring announcements are poised to influence investor sentiment. Alphabet reported robust fourth-quarter results surpassing analyst forecasts, while Amazon, Bristol-Myers Squibb, and ConocoPhillips are all scheduled to disclose their quarterly performances imminently. Concurrently, Workday announced a workforce reduction and restructuring costs, impacting its after-hours trading.

Key Points

Alphabet exceeded fourth-quarter earnings and revenue estimates, reporting $2.82 EPS on $113.83 billion revenue, surpassing expectations of $2.63 EPS and $111.31 billion revenue.
Bristol-Myers Squibb is projected to announce quarterly earnings of $1.11 per share with revenue around $12.28 billion before market open; shares rose slightly in after-hours trading.
ConocoPhillips anticipates earnings of $1.11 per share on total revenue of $14.19 billion ahead of market opening; after-hours shares experienced a slight decline.
Workday declared a 2% workforce reduction, with anticipated restructuring costs of $135 million, leading to a 2.4% drop in after-hours share price.

Trading activity in U.S. stock futures during Thursday morning reveals a mixture of upward and downward pressures as investors prepare for crucial earnings announcements and corporate updates from a range of industry leaders.

Pharmaceutical giant Bristol-Myers Squibb Co. (NYSE:BMY) is expected to release its latest quarterly financial results before the market opens. Analysts predict earnings of $1.11 per share paired with total revenue around $12.28 billion. In the early after-hours session, shares in Bristol-Myers have increased marginally by 0.2%, reaching $57.73.

In contrast, technology conglomerate Alphabet Inc (NASDAQ:GOOG, NASDAQ:GOOGL) announced its financial results for the fourth quarter on Wednesday after the market had closed. The company reported revenues totaling $113.83 billion, outperforming Wall Street’s consensus projection of $111.31 billion. Additionally, Alphabet's earnings per share of $2.82 exceeded the expected $2.63. Despite these positive figures, Alphabet's stock experienced a slight decline, slipping by 0.4% to $331.75 during after-hours trading.

Energy sector player ConocoPhillips (NYSE:COP) is anticipated to report quarterly earnings of $1.11 per share on revenue estimated at $14.19 billion ahead of the market open. Share prices for ConocoPhillips showed a slight dip of 0.1% to $107.55 in extended trading sessions.

Following the earnings news, Workday Inc. (NASDAQ:WDAY) revealed plans to reduce its workforce by 2%, a move expected to incur $135 million in restructuring expenses. The company's shares reacted negatively with a 2.4% drop, settling at $166.00 during after-hours market activity.

Looking ahead, Amazon.com Inc. (NASDAQ:AMZN) stands ready to announce its quarterly earnings after the market closes. Estimates suggest earnings per share around $1.97, with revenue projected to hit $211.32 billion. Amazon's stock witnessed a modest gain of 0.6% to $234.29 in after-hours trading, reflecting measured investor optimism.

Overall, the market is processing a combination of robust earnings results and corporate structural changes that could have diverse implications for investor sentiment and stock valuations. Market participants continue to observe these developments closely as they navigate a trading environment characterized by mixed signals and significant earnings activity across multiple sectors.

Risks
  • The forthcoming earnings reports from Bristol-Myers Squibb, ConocoPhillips, and Amazon carry inherent uncertainties that could lead to share price volatility depending on actual results versus forecasts.
  • Alphabet's stock price declined slightly despite better-than-expected earnings, indicating potential market concerns or profit-taking that could affect upcoming trading sessions.
  • Workday's announced layoffs and restructuring charges suggest operational risks that might impact its financial performance and investor confidence in the near term.
Disclosure
Education only / not financial advice
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Ticker Sentiment
GOOGL - neutral BMY - positive COP - neutral WDAY - negative AMZN - positive
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