Earnings Recap - February 13, 2026 (EOD)

 ## Today's Earnings Scorecard Today's earnings reports exhibited mixed results, reflecting varied performances across sectors. Key players reported beats and misses, influencing their stock prices significantly in response. ## Earnings Winners **$RIVN** - +20% - Beat by: EPS of -$0.25 vs. -$0.30 expected; Revenue of $1 billion vs. $890 million expected - Guidance: Raised 2026 delivery targets to 20,000 vehicles, indicating improved demand. **$DACH** - +17% - Beat by: Revenue growth of 15% year-over-year, surpassing expectations - Guidance: Maintained strong growth outlook, focusing on expanding market share. ## Earnings Losers **$PINS** - -22% - Missed: Q4 revenue fell short at $700 million vs. $800 million expected; attributed to reduced advertiser spending due to rising tariffs - Issue: Increased competition and macroeconomic pressures led to a significant advertiser pullback. **$DKNG** - -15% - Missed: Reported $300 million in revenue against estimates of $365 million - Issue: Continued challenges in customer acquisition and retention in a competitive market. ## After-Hours Earnings **$CROX** - Results: Q4 revenue of $915 million, beating expectations of $890 million; EPS at $1.50, in line with forecasts - AH reaction: +5% **$EXPE** - Results: Q4 revenue of $3.5 billion, slightly below expectations of $3.6 billion; EPS of $1.10, beating estimates - AH reaction: -3% ## Earnings Themes Today - Revenue trends: Many companies are experiencing revenue pressures due to macroeconomic conditions, leading to cautious guidance. - Margin commentary: Companies focusing on cost management and efficiency improvements are seeing better margins amid rising operational costs. - Guidance tone: While some companies raised guidance, others maintained a cautious outlook, reflecting uncertainty in consumer demand and competitive dynamics. ## Tomorrow's Earnings Watch - **$AMAT** - After - Key metric to watch: Guidance on chip demand and production capacity amid ongoing supply chain adjustments. ## Key Takeaway Today's earnings reports illustrate a market grappling with mixed signals as companies navigate through competitive pressures and changing consumer behaviors. The divergent performances underscore the need for investors to assess individual company fundamentals while remaining cautious about broader economic challenges.