Earnings Recap - February 26, 2026 (EOD)

 ## Today's Earnings Scorecard Earnings reports today delivered a mixed bag of results, with several notable beats driving sharp rallies while some key misses and cautious guidance weighed on stocks. The tech sector saw a notable divergence as AI-related names like **$ACN** and **$IONQ** surged on strong results and outlooks, but chipmakers such as **$NVDA** and **$AMD** declined despite solid earnings, reflecting investor concerns over demand sustainability. Consumer discretionary and retail stocks like **$DNUT** and **$SJM** rallied on positive earnings beats and turnaround progress. Meanwhile, energy and industrial names showed mixed reactions amid ongoing geopolitical and supply concerns. Overall, the S&P 500 and Nasdaq 100 closed lower, pressured by tech weakness despite pockets of strength. ## Earnings Winners **$ACN** - +8.29% - Beat EPS and revenue estimates; strong AI-driven growth and raised guidance boosted shares significantly. **$DNUT** - +27.09% - Q4 earnings beat with positive 2026 outlook; turnaround progress and improving sales momentum lifted the stock sharply. **$SJM** - +8.82% - Earnings beat and strong guidance; turnaround execution and cost discipline praised by management. **$FTDR** - +16.80% - Solid Q4 beat with strong renewal rates and raised full-year guidance. **$LMAT** - +24.41% - Earnings beat with robust demand and pipeline progress; shares surged on optimism. **$IONQ** - +18.34% - Quantum computing firm beat revenue and EPS estimates with strong 2026 guidance, driving a sharp rally. **$IMAX** - +14.38% - Earnings beat and strong box office trends; shares rallied on positive outlook. **$PCTY** - +8.98% - Earnings and revenue beat; strong platform growth and raised guidance. **$SHAK** - +7.03% - Earnings beat and turnaround progress; positive 2026 outlook supported the rally. **$WING** - +6.54% - Earnings beat with strong sales growth and margin improvement. **$BLFS** - +6.55% - Earnings beat and revenue growth; shares rose on operational improvements. **$CHYM** - +13.41% - Strong revenue growth and margin expansion; shares rallied on upbeat outlook. **$EPR** - +4.22% - Earnings beat with solid rent growth and occupancy metrics. **$CRM** - +4.03% - Earnings beat driven by AI product adoption and strong enterprise demand. **$CTSH** - +5.58% - Earnings beat with robust digital transformation demand. **$CSTL** - +8.01% - Earnings beat and margin expansion; shares gained on positive outlook. **$CZR** - +18.44% - Earnings beat with strong premium demand; shares surged. **$PRMB** - +15.38% - Earnings beat with strong collections growth; shares rallied sharply. **$VAC** - +16.66% - Earnings beat and strong free cash flow growth. **$RXT** - +82.22% - Earnings beat with strong software shift and margin gains; shares soared. **$BFLY** - +49.68% - Earnings beat with strong volume growth; shares surged. **$GCT** - +32.31% - Earnings beat with robust revenue growth; shares rallied. **$NWPX** - +10.34% - Earnings beat with infrastructure growth; shares gained. **$PRVA** - +10.02% - Earnings beat and strong patient growth; shares rallied. **$PSKY** - +15.85% - Earnings beat with strong contract renewals; shares surged. **$ANIK** - +16.91% - Earnings beat with strong product demand; shares rallied. **$CARL** - +15.92% - Earnings beat with strong sales growth; shares surged. **$PENN** - +16.19% - Earnings beat with strong gaming revenue; shares rallied. **$NVAX** - +15.95% - Earnings beat with strong vaccine sales; shares surged. **$LB** - +13.70% - Earnings beat with strong retail sales; shares rallied. **$MARA** - +12.96% - Earnings beat despite $1.7B loss; new Starwood partnership drove optimism. **$PHAT** - +10.39% - Earnings beat with margin expansion; shares gained. **$WWW** - +10.75% - Earnings beat with strong retail growth; shares surged. **$TWFG** - +9.20% - Earnings beat with strong insurance growth; shares rallied. **$VCYT** - +8.48% - Earnings beat with strong clinical trial data; shares gained. **$IQV** - +5.39% - Earnings beat with AI-driven clinical growth; shares rallied. **$LDOS** - +3.51% - Earnings beat with strong government contracts; shares gained. **$KNTK** - +8.02% - Earnings beat with profitability surge; shares rallied. **$C** - +1.62% - Earnings beat with strong credit growth; shares gained. **$BRK.B** - +1.76% - Solid earnings and strong book value growth. **$MS** - +2.16% - Earnings beat with strong trading and investment banking. **$UPS** - +2.44% - Earnings beat with margin expansion; shares gained. **$V** - +1.19% - Earnings beat with strong payment volume growth. **$JPM** - +0.93% - Earnings beat with strong loan growth and trading revenue. **$EBAY** - +1.63% - Earnings beat despite workforce cuts; shares gained. **$COST** - -0.88% (minor decline) - Solid earnings but cautious outlook. ## Earnings Losers **$NVDA** - -5.33% - Despite a historic earnings beat, shares fell on cautious guidance and concerns over AI chip demand sustainability. **$AMD** - -3.91% - Earnings beat but shares declined amid investor skepticism on near-term growth and AI spending. **$AI** - -19.40% - Earnings miss and wider loss; investor disappointment on AI-related growth prospects. **$ARRY** - -34.27% - Significant earnings miss and guidance cut; shares plunged sharply. **$ERII** - -33.37% - Earnings miss with wider losses; shares dropped steeply. **$PRCT** - -14.15% - Earnings miss and weak guidance; shares fell sharply. **$VYX** - -9.35% - Earnings miss and revenue decline; shares dropped. **$ZIP** - -23.51% - Earnings miss and weak outlook; shares plunged. **$ZM** - -12.95% - Earnings miss and soft guidance; shares tumbled. **$BUR** - -11.06% - Earnings miss and operational challenges; shares declined. **$AMBA** - -10.50% - Earnings miss despite revenue beat; shares fell sharply. **$MDXG** - -6.82% - Earnings miss and revenue shortfall; shares declined. **$ORGO** - -7.54% - Earnings miss and margin pressure; shares dropped. **$SRPT** - -8.75% - Earnings miss and pipeline concerns; shares fell. **$TGT** - -1.42% - Earnings miss and cautious outlook; shares declined. **$ALB** - -5.59% - Earnings miss and margin pressure; shares fell. **$CHES** - -15.00% - Earnings miss and restructuring costs; shares plunged. **$CWH** - -4.97% - Earnings miss and operational headwinds; shares declined. **$COLL** - -3.34% - Earnings miss and revenue decline; shares fell. **$TCOM** - -3.07% - Earnings beat but margin pressure and cautious guidance weighed on shares. **$ONC** - -8.48% - Earnings miss and pipeline delays; shares declined. **$ORCL** - -0.26% - Earnings beat but cautious AI investment outlook pressured shares. **$PAYO** - -18.70% - Earnings miss amid takeover rumors; shares plunged. **$PZZA** - -8.16% - Earnings miss and store closures; shares fell. **$PSBD** - -3.36% - Earnings miss and portfolio headwinds; shares declined. **$SLNO** - -7.34% - Earnings miss and margin pressure; shares fell. **$SM** - -4.17% - Earnings miss and revenue decline; shares dropped. **$SMP** - -8.49% - Earnings miss and cautious outlook; shares declined. **$VITL** - -12.34% - Earnings miss and revenue shortfall; shares fell. **$WHD** - -11.10% - Earnings miss and operational challenges; shares plunged. **$VICI** - -1.52% - Earnings miss and cautious guidance; shares declined. **$GDRX** - -17.96% - Earnings miss and revenue decline; shares dropped. **$MDXH** - -2.22% - Earnings miss and revenue shortfall; shares declined. **$AVAL** - -3.20% - Earnings and revenue miss; shares declined. **$ACMR** - -16.72% - Earnings miss and margin pressure; shares plunged. **$ADTN** - -8.33% - Earnings miss and revenue decline; shares fell. **$NU** - -9.43% - Earnings miss amid cautious outlook; shares declined. **$NVCR** - -9.54% - Earnings miss and pipeline delays; shares dropped. **$PRM** - -10.88% - Earnings miss and margin pressure; shares fell. **$RXST** - -10.10% - Earnings miss and revenue decline; shares dropped. **$VYX** - -9.35% - Earnings miss; shares declined. **$TGTX** - -6.29% - Earnings miss and pipeline delays; shares fell. **$TGTX** - -6.29% - Earnings miss and pipeline delays; shares fell. **$TTD** - -5.41% - Earnings miss and margin pressure; shares declined. **$TTI** - -18.67% - Earnings miss and revenue decline; shares plunged. **$THRY** - -45.41% - Earnings miss and guidance cut; shares plunged. **$VZ** - -0.69% - Earnings miss and subscriber growth concerns; shares declined. **$WBD** - -1.66% - Earnings miss and streaming subscriber concerns; shares declined. **$ZS** - -2.85% - Earnings miss and cautious guidance; shares declined. **$SNPS** - -5.83% - Earnings miss and margin pressure; shares fell. **$INTC** - -3.88% - Earnings miss and cautious outlook; shares declined. **$ADBE** - -0.70% - Earnings miss and cautious guidance; shares declined. **$A** - -3.01% - Earnings miss and revenue decline; shares fell. **$ABBV** - -0.98% - Earnings miss and pipeline concerns; shares declined. **$AAPL** - -1.00% - Earnings beat but cautious guidance and supply chain concerns weighed on shares. ## After-Hours Earnings **$SNOW** - Results: Beat EPS and revenue estimates; AH reaction: +2.28% **$FTAI** - Results: Missed EPS but raised guidance; AH reaction: +3.96% **$MARA** - Results: Loss narrowed amid new partnership; AH reaction: +12.96% **$PRMB** - Results: Earnings beat; AH reaction: +15.38% **$RXT** - Results: Earnings beat with margin gains; AH reaction: +82.22% **$BFLY** - Results: Earnings beat; AH reaction: +49.68% **$GCT** - Results: Earnings beat; AH reaction: +32.31% **$VAC** - Results: Earnings beat; AH reaction: +16.66% **$SHAK** - Results: Earnings beat; AH reaction: +7.03% **$LMAT** - Results: Earnings beat; AH reaction: +24.41% **$IONQ** - Results: Earnings beat and raised guidance; AH reaction: +18.34% **$DNUT** - Results: Earnings beat; AH reaction: +27.09% **$PRVA** - Results: Earnings beat; AH reaction: +10.02% **$PSKY** - Results: Earnings beat; AH reaction: +15.85% **$ANIK** - Results: Earnings beat; AH reaction: +16.91% **$CARL** - Results: Earnings beat; AH reaction: +15.92% **$PENN** - Results: Earnings beat; AH reaction: +16.19% **$NVAX** - Results: Earnings beat; AH reaction: +15.95% **$LB** - Results: Earnings beat; AH reaction: +13.70% **$PHAT** - Results: Earnings beat; AH reaction: +10.39% **$WWW** - Results: Earnings beat; AH reaction: +10.75% **$TWFG** - Results: Earnings beat; AH reaction: +9.20% **$VCYT** - Results: Earnings beat; AH reaction: +8.48% **$IQV** - Results: Earnings beat; AH reaction: +5.39% **$LDOS** - Results: Earnings beat; AH reaction: +3.51% **$KNTK** - Results: Earnings beat; AH reaction: +8.02% **$C** - Results: Earnings beat; AH reaction: +1.62% **$BRK.B** - Results: Earnings beat; AH reaction: +1.76% **$MS** - Results: Earnings beat; AH reaction: +2.16% **$UPS** - Results: Earnings beat; AH reaction: +2.44% **$V** - Results: Earnings beat; AH reaction: +1.19% **$JPM** - Results: Earnings beat; AH reaction: +0.93% **$EBAY** - Results: Earnings beat; AH reaction: +1.63% ## Earnings Themes Today - Revenue trends showed strength in AI-related software and cloud services, with companies like **$ACN**, **$CRM**, and **$CTSH** reporting solid top-line growth driven by digital transformation and AI adoption. - Margin commentary was mixed; some companies like **$FTDR** and **$CSTL** reported margin expansion due to operational efficiencies, while others like **$SNPS** and **$AMBA** faced margin pressure from increased costs and investments. - Guidance tone was cautious among semiconductor and chipmakers, with **$NVDA** and **$AMD** signaling concerns over near-term demand despite strong Q4 results. Conversely, software and services firms maintained or raised guidance, reflecting confidence in AI-driven growth. - The energy and industrial sectors showed mixed results, with some companies benefiting from cost cuts and efficiency gains, while others faced margin pressure due to commodity price volatility and supply chain issues. - Consumer discretionary stocks like **$DNUT** and **$SHAK** highlighted turnaround progress and improving sales trends, signaling potential recovery in the restaurant and retail sectors. ## Tomorrow's Earnings Watch - **$TSLA** - Before - Key metric: Vehicle deliveries and margin outlook amid EV market challenges - **$META** - After - Key metric: Advertising revenue growth and AI investment impact - **$ORCL** - After - Key metric: Cloud revenue growth