Financial Data Analysis of the U.S. Stock Market's 'Seven Giants' for FY2025 and Financial Forecasts for FY2026

With NVIDIA’s latest fiscal-year financial results officially disclosed last month, the full set of FY2025 operating data for the U.S. stock market’s seven major technology giants—NVIDIA, Apple, Google, Microsoft, Amazon, Tesla, and Meta—is now complete. This article systematically compiles the core financial metrics of all seven companies for FY2025, aggregates institutional forecasts for their Q1 and full-year FY2026 performance, and conducts analysis incorporating valuation changes. I. FY2025 Financial Data The fiscal-year periods covered for these seven companies vary slightly; however, all core financial metrics cited herein are drawn from each company’s consolidated financial statements for FY2025, with units standardized in USD billions. Specific figures are presented in the table below: II. Q1 FY2026 Forecasts Based on the FY2025 operating performance of the seven companies, industry development trends, and corporate business strategies, major institutions have issued forecasts for key financial metrics for Q1 FY2026. Revenue and net profit figures represent consensus forecast averages, with units in USD billions (see table below): III. Full-Year FY2026 Forecasts

VSTAR Daily U.S. Equity Market Report (22/06/2026)

Weekly Outlook PCE Data + Micron Earnings PCE Inflation + U.S. GDP Final Reading Determine Fed Policy Trajectory On June 25, two of the most critical overseas economic releases of the week will be published: the U.S. May Personal Consumption Expenditures (PCE) Price Index and the final reading of Q1 GDP. The PCE index is the Federal Reserve’s primary inflation benchmark for calibrating its interest-rate policy—including decisions on hiking or cutting rates. If both the year-on-year and month-on-month PCE readings exceed market expectations, it would significantly reinforce a hawkish Fed stance, likely pushing back market expectations for rate cuts once again. U.S. Treasuries and the U.S. dollar would come under pressure and strengthen, while global growth-oriented sectors—especially technology stocks—would face valuation headwinds. Conversely, sustained disinflation would reopen room for rate-cut speculation later this year, supporting a recovery in global equity risk appetite. The concurrent release of the final Q1 GDP reading will directly test the macroeconomic impact of large-scale AI infrastructure capital expenditures in the U.S. Should robust AI compute investment continue to lift GDP revisions upward, it would not only confirm the tech sector’s role as a macroeconomic stabilizer but also further bolster the long-term fundamental outlook for semiconductor and cloud-computing supply chains. Micron Earnings Signal a Turning Point in the Memory Cycle; HBM Secures Long-Term Upside for Memory Micron’s earnings report, scheduled for after-market hours this Wednesday, will serve as the pivotal catalyst for the memory sector’s medium-term performance. Market attention has long shifted beyond whether a single quarter’s results beat expectations; instead, the focus centers squarely on the company’s full-year FY2027 guidance: From an earnings perspective, the current market consensus forecasts $35 billion in annual revenue and $20 in EPS. Multiple institutions have persistently raised their forecasts, with the latest consensus FY2027 EPS estimate now at $118—fully reflecting bullish sentiment toward demand for high-bandwidth memory (HBM). Core Bullish Catalyst: The company disclosed that its entire HBM production capacity through FY2027 has already been fully booked by global cloud providers. With leading cloud enterprises showing no signs of slowing AI-related capital expenditure, orders for AI-optimized memory chips remain chronically undersupplied. Should Micron’s reported revenue land within the $37–38 billion range and its next-quarter revenue guidance surpass $40 billion, it would signal that the memory industry has definitively broken free from traditional cyclical supply-demand fluctuations—and entered a prolonged, AI-driven upcycle. Risk Alert: Given the memory sector’s substantial prior share-price gains, investors should remain vigilant against a ‘buy-the-rumor, sell-the-fact’ reaction upon earnings release. Should actual results or forward guidance fall short of sky-high market expectations, the sector may experience a near-term pullback to digest valuations. Pre-Market Analysis Today U.S.–Iran Agreement Boosts Market Risk Appetite Significantly Following an 18-hour negotiation in Switzerland, the U.S. and Iran formally signed an agreement document, pledging to finalize a comprehensive peace accord within 60 days. The rapid decline in global risk premiums triggered by de-escalating geopolitical tensions has led to sharp repricing across major asset classes: 1. Asia-Pacific equities rallied broadly: Japan’s Nikkei 225 surged 1.5%, hitting a new all-time high of 72,353.96; South Korea’s KOSPI rose 0.7%. SK Hynix briefly overtook Samsung Electronics to become South Korea’s most valuable company by market cap during intraday trading. Several LG Group subsidiaries surged sharply after announcing plans to visit NVIDIA to discuss collaboration on embodied intelligence and physical AI—LG Electronics jumped over 12% intraday, vividly illustrating the continued upward momentum in the global AI semiconductor supply chain. 2. U.S. equity futures initially weakened but narrowed losses: Early in the session, index futures declined—Nasdaq-100 futures fell 0.6% and S&P 500 futures dropped 0.4%—dragged down by hawkish Fed expectations. However, following confirmation of the U.S.–Iran détente, risk-off selling subsided rapidly, and losses narrowed markedly. On the individual stock front, SpaceX plunged 4.6% pre-market, as investors voiced concerns about excessive valuations in the AI sector and the growing disconnect between stock prices and underlying earnings growth.

Avient (NYSE: AVNT) lifts Q1 2026 EPS and reaffirms 2026 outlook

May 7, 2026

Avient Corp reported Q1 2026 adjusted EPS of $0.83, beating guidance, with sales up 3% to $847.4 million. It reaffirmed full-year 2026 outlook and projected Q2 adjusted EPS at $0.89.

Stock Titan

2026-05-07

Avient (NYSE: AVNT) lifts Q1 2026 EPS and reaffirms 2026 outlook

2026-05-07

Avient Corp Beats Q1 2026 EPS Expectations

2026-05-07

Avient Q1 2026 Profit Lands Right on Target, Revenue Up 3%

2026-05-07

Avient Corp 1Q 2026: Revenue $847.4M, EPS $0.61— 10-Q Summary

2026-05-08

Avient Reports Strong Q1 Earnings, Exceeds Expectations