Earnings Recap - February 09, 2026 (EOD)

 ## Today's Earnings Scorecard Earnings reports today showcased a mixed bag, with several companies posting strong results, while others fell short of expectations, leading to notable stock movements. ## Earnings Winners **$CHGG** - +8.5% - Beat by: $0.10 EPS, $1 million revenue - Guidance: raised 2026 revenue outlook following strategic shift to workforce skilling. **$AMKR** - +3.0% - Beat by: $0.15 EPS, $20 million revenue - Guidance: maintained full-year outlook after ambitious 2026 investment plans. **$SSD** - +4.2% - Beat by: $0.22 EPS, $15 million revenue - Guidance: raised expectations for the upcoming quarter due to robust sales growth. ## Earnings Losers **$Kyndryl (KD)** - -50% - Missed: EPS by $0.35, revenue fell short by $150 million - Issue: Delayed filing and concerns over strategic direction led to a sharp decline in investor confidence. **$CLF** - -12.1% - Missed: Q4 revenue fell 10% year-over-year, failing to meet analyst expectations - Issue: Weak demand in key markets and rising costs pressured margins. **$MNDY** - -19% - Missed: EPS by $0.07, revenue was in line but guidance disappointed - Issue: Concerns over competitive landscape and AI disruption fears overshadowed results. ## After-Hours Earnings **$ICHR** - Results: Not yet released - AH reaction: anticipated volatility as investors await earnings details. **$UPWK** - Results: Not yet released - AH reaction: expected to fluctuate based on market sentiment post-report. ## Earnings Themes Today - Revenue trends revealed a notable divergence, with companies pivoting towards AI and workforce skilling seeing gains, while those tied to traditional sectors faced challenges. - Margin commentary was a focal point, as several companies noted increased cost pressures and supply chain issues impacting profitability. - The tone of guidance varied significantly, with some firms optimistic about future growth, while others expressed caution amid competitive pressures and market conditions. ## Tomorrow's Earnings Watch - **$CRM** - After - Key metric to watch: Guidance for FY2026 revenue growth amid ongoing cloud competition. ## Key Takeaway Today's earnings reports underscored a bifurcated market where technology and workforce-focused companies thrive, while traditional sectors struggle with margin pressures and demand fluctuations. Investors should remain vigilant as more earnings are released, providing further insights into market dynamics.