Semiconductors led Q2 earnings stock reactions

Brief

Speculator_io's list of Q2 earnings winners (published 2026-08-01) ranks single-session stock gains after Q2 results across sectors. Semiconductor names dominate the top movers (AXTI +28.74%, FORM +26.28%, AEHR +21.91%), while software/cloud leaders (EXLS, IDCC, MSFT, AMZN) saw ~15–18% moves and healthcare, defense, infrastructure, consumer and financial names posted double-digit gains as well.

Key details

Across other sectors (post published 2026-08-01), Software & Cloud winners include EXLService ($EXLS) +17.88%, InterDigital ($IDCC) +16.16%, Microsoft ($MSFT) +15.51%, Amazon ($AMZN) +15.32%; Healthcare/Medtech: Butterfly Network ($BFLY) +15.07%, CareDx ($CDNA) +14.72%; Defense: Lockheed Martin ($LMT) +10.54%; Consumer: Chipotle ($CMG) +12.50%.

Here are some of the biggest earnings winners of Q2 so far:

Semis
$AXTI AXT Inc. +28.74%
$FORM FormFactor +26.28%
$AEHR Aehr Test Systems +21.91%
$SIMO Silicon Motion Technology +21.66%
$LRCX Lam Research +17.98%
$CLS Celestica +10.04%

Software & Cloud
$EXLS EXLService +17.88%
$IDCC InterDigital +16.16%
$MSFT Microsoft +15.51%
$AMZN Amazon +15.32%
$SAP SAP +9.30%

Healthcare & Medtech
$BFLY Butterfly Network +15.07%
$CDNA CareDx +14.72%
$GEHC GE HealthCare +12.15%
$ABT Abbott Laboratories +10.71%
$TMO Thermo Fisher Scientific +8.71%

Infrastructure & Industrial
$PWR Quanta Services +17.26%
$URI United Rentals +10.11%
$WAB Wabtec +10.04%
$MOD Modine Manufacturing +8.91%

Defense
$LMT Lockheed Martin +10.54%
$BAH Booz Allen Hamilton +10.11%

Consumer Tech
$GRMN Garmin +16.23%

Consumer
$CMG Chipotle Mexican Grill +12.50%
$SFM Sprouts Farmers Market +9.71%

Financials
$TRV The Travelers Companies +9.22%
$GS Goldman Sachs +9.00%

Brief

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