Earnings Recap - February 20, 2026 (Morning)

 ## Overnight Earnings Movers ### Beats & Positive Reactions **$OPEN** - Opendoor Technologies Inc. - Reported strong Q4 earnings with a revenue increase driven by its pivot to a leaner business model. The stock rallied as investors reacted positively to the company's strategic changes and improved outlook. **$EURN** - EuroDry - Earnings beat by $0.39, with revenue exceeding estimates. The company highlighted strong operational performance in the dry bulk shipping sector, leading to a positive stock reaction. ### Misses & Negative Reactions **$LAMR** - Lamar Advertising Company - Missed earnings by $0.07 despite revenue topping estimates. The stock fell as investors were disappointed with the earnings miss and concerns about future growth. **$WSC** - WillScot Mobile Mini Holdings Corp - Missed earnings expectations by $0.03, although revenue surpassed estimates. The stock declined as investors focused on the earnings miss amid rising costs in the sector. ## Reporting Today - **$AMC** - After market - Key metrics to watch include revenue per share and any updates on ticket sales trends, as the company continues to navigate post-pandemic recovery challenges. - **$NEM** - After market - Focus on revenue guidance and any insights on gold production as it faces potential volatility from rising oil prices impacting operational costs. ## Earnings Themes - **Revenue Trends**: Many companies are reporting revenue growth, especially those adapting to shifting market dynamics, such as Opendoor. This indicates a recovery trajectory in key sectors like real estate and shipping. - **Margin Pressures**: Several companies, including Lamar and WillScot, are experiencing margin pressures due to rising operational costs, which is raising concerns about profitability. - **Guidance Sentiment**: The sentiment appears mixed, with some companies maintaining or raising guidance, while others are cautious due to economic uncertainties and cost challenges. ## Earnings Trade Ideas - Consider **$OPEN** for a potential buy, given its positive earnings report and market response indicating a bullish sentiment. - Look at **$LAMR** and **$WSC** for potential short plays, as both companies are experiencing negative stock reactions following their earnings misses, highlighting challenges that may impact future performance.