Hertz Stock Slumps as Used-Car Demand Weakens
Hertz Global warned that softer-than-expected demand for used-car rentals will reduce its second-quarter EBITDA, sending HTZ stock toward its worst day on record as investors digest the weaker outlook.
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Earnings Guidance
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Zscaler slides after outlook misses; analysts trim targets but praise strong NRR
Zscaler (ZS) stock fell about 25% after FY27 ARR and revenue guidance missed expectations, with higher capital expenditures weighing on free cash flow margins. While many analysts lowered price targets, they remained constructive on the name due to robust net revenue retention, though concerns persist about competition from Palo Alto Networks and Netskope and slower new-logo growth in the SASE space.
Whirlpool warns Iran war triggers recession-level slump in U.S. appliance demand
Whirlpool warned that the Iran conflict has caused a recession-level decline in U.S. appliance demand, sending shares down about 12% as it slashed full-year guidance and suspended the dividend while citing higher raw-material costs, tariffs, and weaker big-ticket spending; analysts note a broader strain on big-ticket purchases despite strength in travel and services.
AMD Bets on AI Surge as Guidance Falls Short
AMD topped Q4 estimates but guided Q1 revenue at about $9.8 billion (Âą$300 million), a softer outlook that pressured shares, even as CEO Lisa Su said AI demand is accelerating and data-center demand is ramping; the company expects an inflection in the second half with the Helios AI system launch.
UNH: Margin Pressure Now, AI-Driven Efficiency to Drive Long-Term Upside
UnitedHealth Group remains a contrarian buy after a selloff driven by Medicare Advantage margin concerns; 2026 revenue is expected to fall about 2% while operating income tops $24 billion due to cost controls and AI-led efficiency gains. Near-term EPS growth is about 8.6%, but management targets a long-term adjusted EPS CAGR of 13â16%, suggesting meaningful upside if multiple expands to a forward P/E around 15.8. With strong cash flow funding dividends, buybacks, and roughly $1.5 billion a year in tech/AI investments, the key risks are medical cost volatility and ongoing Medicare funding pressures.
Pfizer Boosts Profit Outlook Despite Q3 Revenue Drop
Pfizer raised its 2025 profit outlook despite a 6% decline in quarterly sales and an 18% drop in earnings, leading to a slight dip in stock price, as the company reported better-than-expected earnings per share but maintained conservative full-year sales guidance amid mixed division performances.
Fiserv Shares Plunge 44% Amid Earnings and Guidance Misses
Fiserv's stock dropped 44% after the company cut its earnings outlook and announced leadership changes, with revenues and earnings falling short of expectations, prompting strategic adjustments and a move to Nasdaq.
Stock Market Reaches New Highs Amid Trade Tensions and Political Turmoil
Stock futures increased after the S&P 500 hit a new high, reflecting investor optimism amid ongoing trade negotiations and positive earnings guidance, despite some geopolitical tensions and economic uncertainties.
Lululemon Shares Drop Over 20% Amid Lowered Guidance and Growth Concerns
Lululemon's shares fell 20% after it beat first-quarter earnings expectations but cut its full-year guidance due to a challenging macroeconomic environment, tariffs, and economic slowdown fears, leading to a significant stock decline despite strong quarterly revenue and profit.
HP Shares Drop 15% as Tariffs Hit Earnings and Prices Rise
HP Inc. lowered its 2025 earnings outlook due to increased costs from tariffs and macroeconomic uncertainty, leading to a 15% drop in after-hours stock. Despite beating revenue expectations, the company reported lower-than-expected earnings and plans targeted price hikes to offset tariff-related costs, with full cost recovery expected by Q4.
Airline Stocks Soar as American and Southwest Boost Profit Outlooks
American Airlines' stock rose over 7% after the company increased its adjusted profit guidance for the fourth quarter, citing strong travel demand and improved pricing power. The airline now expects adjusted earnings per share to be between 55 and 75 cents, up from the previous range of 25 to 50 cents. Additionally, it anticipates fourth-quarter revenue per available seat mile to be flat or up 1% compared to the same period in 2023, with adjusted costs per available seat mile expected to rise between 5% and 6%.
Kohl's Shares Plunge Amid Earnings Miss and CEO Exit Announcement
Kohl's shares dropped nearly 20% after the company reported disappointing Q3 results, with earnings per share of $0.20 missing expectations of $0.31. Revenue fell 8.8% year-over-year to $3.51 billion, and comparable sales decreased 9.3%. The company lowered its fiscal year 2024 earnings guidance to $1.20-$1.50 per share, below the previous forecast and Wall Street consensus of $1.86. CEO Tom Kingsbury will step down in January 2025, to be succeeded by Ashley Buchanan.
Disney's Strategic Moves Signal a Profitable Future
Disney's CEO Bob Iger has unveiled an unprecedented three-year earnings guidance through 2027, signaling confidence in the company's future and his leadership. This move, rare for a company like Disney, aims to showcase the progress made since Iger's return and set up a smooth transition for his successor, expected to be named in 2026. The guidance highlights significant improvements in Disney's financial performance, particularly in streaming, and is seen as a strategic effort to solidify Iger's legacy and reassure investors.
Five Below Stock Plummets Amid CEO Departure and Gloomy Forecast
Shares of Five Below, Spirit Airlines, and JB Hunt Transport Services are slipping in after-hours trading due to disappointing second quarter earnings guidance and results. Five Below announced a CEO transition and slashed its earnings forecast, Spirit Airlines cut its revenue guidance due to lower non-ticket revenue, and JB Hunt reported earnings and revenue below Wall Street expectations.
Samsung Expects 10-Fold Profit Surge in Q1 2024 on Memory Chip Rebound
Samsung Electronics has announced its earnings guidance for the first quarter of 2024, with consolidated sales estimated at approximately 71 trillion Korean won and consolidated operating profit at approximately 6.6 trillion Korean won, based on K-IFRS. The estimates represent the median of the provided range, with sales expected to range between 70 trillion to 72 trillion Korean won and operating profit between 6.5 trillion to 6.7 trillion Korean won.