Earnings Recap - March 04, 2026 (EOD)

 ## Today's Earnings Scorecard The earnings season continued with a mix of strong beats and notable misses across various sectors, influencing stock movements significantly. Technology and specialty retail sectors showed resilience with several companies surpassing expectations, while some industrial and real estate firms faced headwinds. The broader market responded positively, with the Nasdaq 100 leading gains, supported by strong tech earnings and upbeat guidance from key players. ## Earnings Winners **$APP** - +11.65% - Delivered a strong Q4 report, driving shares sharply higher on robust revenue growth and margin expansion. **$ASTS** - +12.56% - Posted solid earnings with significant EBITDA growth, reflecting operational leverage in its satellite business. **$COIN** - +13.79% - Surged after beating revenue estimates and benefiting from positive crypto market sentiment. **$MRA** - +15.38% - Reported a substantial earnings beat, lifting shares on strong demand and pipeline progress. **$WIX** - +11.76% - Surpassed EPS estimates by 28.9%, demonstrating strong revenue growth and effective cost management. **$BBWI** - +2.59% - Beat EPS and revenue expectations, driven by strong same-store sales and margin improvement. **$BMRN** - +3.93% - Posted better-than-expected earnings, supported by growth in specialty pharmaceuticals. **$CRWD** - +4.57% - Delivered solid results with ARR surpassing $5 billion, reflecting strong demand for cybersecurity solutions. **$AVGO** - +5.76% - Beat fiscal Q1 targets and raised guidance, buoyed by AI-related demand in semiconductor products. **$NET** - +3.90% - Reported revenue growth exceeding estimates, reflecting cloud and AI-driven expansion. **$MU** - +5.78% - Posted strong earnings and revenue, benefiting from memory chip demand and AI infrastructure growth. **$ROST** - +7.94% - Delivered record FY25 sales and raised outlook, supported by market share gains. **$TTD** - +10.60% - Strong Q4 results and AI-driven advertising growth propelled shares higher. **$EOLS** - +36.08% - Reported a major earnings surprise with significant revenue growth in energy storage solutions. **$NAGE** - +22.17% - Surged on strong Q4 results and positive outlook in the biotech sector. **$STVN** - +18.81% - Beat EPS and revenue estimates, benefiting from pharmaceutical packaging demand. **$ACEL** - +17.98% - Specialty chemicals firm posted a massive EPS beat, driving a sharp rally. **$SMRT** - +16.23% - Software application company reported stable EPS and revenue, with shares rallying on margin improvement. **$NBIS** - +12.41% - Strong earnings and revenue growth in technology services lifted shares. **$BOX** - +10.16% - Beat estimates with margin expansion and solid revenue growth in cloud content management. **$PLUG** - +9.42% - Achieved first positive quarterly gross margin and revenue beat in clean energy segment. **$EYE** - +9.05% - Specialty retail beat EPS and revenue estimates, driven by strong same-store sales. **$AFCG** - +9.05% - Despite an EPS miss, shares rallied on strategic mandate expansion and positive outlook. **$NUVB** - +8.72% - Biotech firm posted strong revenue growth and pipeline progress. **$CLRB** - +8.21% - Delivered a significant EPS beat, reflecting strategic cost control in biotech. **$LAES** - +6.12% - Specialty chemicals company reported strong revenue and margin gains. **$PAR** - +6.50% - Technology firm beat estimates, driven by robust software sales. **$PAGS** - +5.59% - Reported solid earnings and revenue growth in digital payments. **$STEM** - +5.79% - Software pivot and first profitable year drove a strong market response. **$DDOG** - +5.57% - Cloud monitoring leader beat estimates, fueled by AI and cloud adoption. **$DBVT** - +4.21% - Biotech company posted better-than-expected earnings and revenue. **$PEGA** - +4.53% - Strong Q4 results with AI-driven software growth. **$PONY** - +4.26% - Advanced autonomous vehicle company reported strategic progress and revenue growth. **$VOYA** - +4.20% - Financial services firm beat estimates, driven by asset growth and fee income. **$CYRX** - +2.94% - Biotech firm reported solid revenue growth and pipeline updates. **$AEIS** - +2.65% - Specialty industrial firm beat estimates, supported by technology investments. **$AZO** - +2.19% - Auto parts retailer posted strong sales despite margin pressures. **$ETSY** - +2.19% - E-commerce platform beat revenue estimates, driven by active buyer growth. **$ALB** - +2.20% - Specialty chemicals company showed strong demand and margin expansion. **$CRS** - +2.76% - Aerospace supplier beat estimates, benefiting from defense segment growth. **$CARG** - +5.42% - Online automotive marketplace beat revenue and earnings estimates. **$WDC** - +5.34% - Storage solutions provider reported strong revenue growth tied to AI demand. **$KLIC** - +2.31% - Semiconductor equipment maker beat estimates with strong order backlog. **$COST** - data not available for earnings specifics but shares were stable near $1006.75. ## Earnings Losers **$ACNT** - -19.04% - Missed EPS estimates significantly; concerns over business pivot and margin pressures. **$CPIX** - -19.21% - Earnings missed by a wide margin, reflecting challenges in biotech pipeline development. **$SSTI** - -18.90% - Large earnings miss amid revenue decline and operational challenges. **$HRZN** - -22.59% - Missed earnings and faced margin compression in specialty finance. **$GENI** - -6.65% - Earnings missed estimates despite stable revenue, weighed by content monetization issues. **$BF.B** - -6.65% - Despite earnings beat, shares fell on weaker guidance and margin concerns. **$RIGL** - -10.66% - Missed EPS estimates, reflecting R&D expenses and slower product rollout. **$HLLY** - -12.41% - Earnings missed and margin pressures due to raw material costs. **$MEC** - -7.34% - Missed EPS estimates amid margin pressure and slower demand. **$TDW** - -4.41% - Earnings miss and guidance cut due to offshore services market softness. **$COHR** - -4.92% - Missed earnings on margin contraction and supply chain issues. **$PARA** - -4.94% - Earnings miss and weak guidance in technology services. **$RJET** - -4.59% - Missed earnings amid operational disruptions in regional airline sector. **$ASPS** - -4.22% - Earnings miss and ongoing challenges in real estate services. **$BSX** - -2.22% - Earnings miss due to higher costs in medical device segment. **$SWK** - -2.27% - Missed earnings amid margin pressure in industrial tools. **$ON** - -1.19% - Earnings miss due to supply chain and demand softness in semiconductor segment. **$NTRA** - -1.94% - Missed earnings amid competitive pressures in genetic testing. **$WBTN** - -9.46% - Significant earnings miss and revenue decline in digital content. **$FTEK** - -10.14% - Earnings miss and margin pressure in energy technology. **$DAKT** - -9.36% - Missed EPS estimates, reflecting margin pressure and slower order growth. **$EYPT** - -1.75% - Earnings miss and pipeline delays in biotech. **$ANF** - -3.60% - Despite slight beat, shares fell on cautious tariff-related outlook. **$MCHP** - -1.65% - Earnings miss amid semiconductor market softness. **$MDB** - -1.67% - Missed earnings due to higher operating expenses despite revenue growth. **$MDT** - -1.15% - Slight earnings miss amid cost inflation in medical devices. **$CF** - -1.50% - Missed earnings due to commodity price volatility. **$CFLT** - -0.10% - Earnings in line but shares declined on cautious outlook. **$JPM** - -0.29% - Slight earnings miss amid credit market concerns. **$MA** - -0.27% - Earnings miss despite solid payment volume growth. **$CRM** - -1.51% - Missed earnings amid slowing enterprise software demand. **$LULU** - -0.53% - Earnings miss due to margin pressure and inventory build. **$SYK** - -0.70% - Slight earnings miss amid cost pressures. **$KO** - -1.46% - Missed earnings due to volume softness in key markets. **$XOM** - -1.41% - Earnings miss amid refining margin compression despite higher oil prices. ## After-Hours Earnings **$AVGO** - Results: Beat fiscal Q1 targets, raised guidance - AH reaction: +5.76% **$WIX** - Results: EPS beat by 28.9%, revenue slightly below estimates - AH reaction: +11.76% **$EOLS** - Results: Major earnings beat with 36.08% stock jump - AH reaction: +36.08% **$COIN** - Results: Strong revenue beat - AH reaction: +13.79% **$MRA** - Results: Earnings beat - AH reaction: +15.38% **$BOX** - Results: Beat estimates, margin expansion - AH reaction: +10.16% **$STVN** - Results: Beat EPS and revenue - AH reaction: +18.81% **$BBWI** - Results: EPS and revenue beat - AH reaction: +2.59% **$BMRN** - Results: Beat EPS - AH reaction: +3.93% **$CRWD** - Results: Strong ARR growth - AH reaction: +4.57% **$NET** - Results: Revenue beat - AH reaction: +3.90% **$MU** - Results: Earnings beat - AH reaction: +5.78% **$TTD** - Results: Strong Q4 - AH reaction: +10.60% **$EYE** - Results: EPS and revenue beat - AH reaction: +9.05% **$NUVB** - Results: Revenue growth - AH reaction: +8.72% **$CLRB** - Results: EPS beat - AH reaction: +8.21% **$LAES** - Results: Revenue and margin gains - AH reaction: +6.12% **$PAR** - Results: Beat estimates - AH reaction: +6.50% **$PAGS** - Results: Solid earnings - AH reaction: +5.59% **$STEM** - Results: First profitable year - AH reaction: +5.79% **$DDOG** - Results: Beat estimates - AH reaction: +5.57% **$DBVT** - Results: Beat earnings - AH reaction: +4.21% **$PEGA** - Results: Strong Q4 - AH reaction: +4.53% **$PONY** - Results: Strategic progress - AH reaction: +4.26% **$VOYA** - Results: Beat estimates - AH reaction: +4.20% **$CYRX** - Results: Solid growth - AH reaction: +2.94% **$AEIS** - Results: Beat estimates - AH reaction: +2.65% **$AZO** - Results: Strong sales - AH reaction: +2.19% **$ETSY** - Results: Revenue beat - AH reaction: +2.19% **$ALB** - Results: Strong demand - AH reaction: +2.20% **$CRS** - Results: Beat estimates - AH reaction: +2.76% **$CARG** - Results: Beat estimates - AH reaction: +5.42% **$WDC** - Results: Strong growth - AH reaction: +5.34% **$KLIC** - Results: Beat estimates - AH reaction: +2.31% ## Earnings Themes Today - Revenue trends showed strength in technology, specialty retail, and biotech sectors, with many companies beating top-line estimates despite macroeconomic uncertainties. - Margin commentary was mixed; several firms in specialty chemicals and software highlighted margin expansion due to operational efficiencies and AI-driven growth, while industrials and some consumer discretionary names faced margin pressure from raw material costs and tariffs. - Guidance tone leaned cautiously optimistic in tech and retail, with companies like Broadcom and Ross Stores raising outlooks, while others like Abercrombie & Fitch and Target tempered expectations due to tariff and consumer spending concerns. ## Tomorrow's Earnings Watch - **$AMC** - After Market Close - Key metric: EPS and revenue growth amid evolving entertainment consumption trends. - **$AEO** - After Market Close - Key metric: Apparel retail sales and margin outlook amid changing consumer preferences. - **$ACR** - After Market Close - Key metric: Mortgage REIT earnings and portfolio performance. ## Key Takeaway Today's earnings reflect a market that is navigating geopolitical and macroeconomic uncertainties with a bifurcated performance. Technology and specialty retail companies continue to leverage AI and operational efficiencies to deliver strong growth and margin expansion, supporting a positive market tone. Meanwhile, industrials and consumer discretionary sectors face challenges from tariffs, raw material costs, and cautious consumer spending, leading to mixed results and cautious guidance. Investors are focusing on companies with clear growth drivers and resilient margins as the broader market digests ongoing geopolitical risks and inflationary pressures.