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Guidance

All articles tagged with #guidance

Dick's Sporting Goods Drops After Soft Q2 and Lowered Guidance
finance6 hours ago

Dick's Sporting Goods Drops After Soft Q2 and Lowered Guidance

Dick's Sporting Goods (DKS) shares plunged after reporting weaker-than-expected second-quarter results and cutting its full-year sales and profit outlook. The company posted Q2 revenue of $5.59 billion and adjusted EPS of $3.53, missing estimates of about $5.64–$5.65 billion in sales and $3.76–$3.78 in EPS. Foot Locker weakness weighed on the print, and Dick's lowered full-year revenue guidance to $21.9–$22.2 billion with adjusted EPS around $11.50. Management signaled more cautious promotions in athletic footwear and apparel amid softer consumer demand, and the stock is down roughly 35% year-to-date.

Walmart Tops the Street, Lifts Guidance, but Stock Slumps on Reinvested Margin Gains
business3 days ago

Walmart Tops the Street, Lifts Guidance, but Stock Slumps on Reinvested Margin Gains

Walmart beat adjusted EPS ($0.81) and revenue ($187.94B, +6%), raising FY27 guidance, but the stock fell about 9% as the margin gain from tariff refunds was largely reinvested into more than 11,000 price rollbacks, leading to softer Q3 guidance (EPS of $0.62–$0.64; sales growth 3.0%–3.75% in constant currency). The move contrasted with Target’s stock rally on a similar tariff windfall, and Walmart also highlighted a large buyback (about $3B) at higher prices than today’s level.

Walmart lifts full-year outlook, but shares slip on softer U.S. same-store sales
business5 days ago

Walmart lifts full-year outlook, but shares slip on softer U.S. same-store sales

Walmart topped quarterly revenue and earnings estimates, reporting about $187.9 billion in revenue and adjusted EPS of $0.81, but shares fell around 6% in premarket trading after U.S. same-store sales rose 2.6% vs. a 3.7% forecast. E-commerce growth was strong (about 23%), aided by promotions, while cheaper drug prices dampened health-related growth; excluding health & wellness, core merchandise growth was around 3.4%. The company raised its guidance: next quarter net sales up 3.0%–3.75%, fiscal 2027 revenue up 4%–5% with adjusted EPS of $2.80–$2.87. Tariff refunds could add roughly 0.5% of U.S. sales, a potential tailwind, and Walmart signaled it will continue price investments to counter inflation.

Lowe's Bets on Caution as DIY Spending Slows, Trims Full-Year Outlook
finance6 days ago

Lowe's Bets on Caution as DIY Spending Slows, Trims Full-Year Outlook

Lowe's beat Q2 earnings with adjusted EPS of $4.27 on about $26 billion in revenue (just shy of expectations), aided by a $0.11 tariff refund, but it issued a more cautious full-year outlook as DIY spending remains under pressure. The company now guides 2026 sales near $92 billion with flat comparable sales and roughly $12.25 in adjusted EPS at the low end. CEO Marvin Ellison stressed the ongoing total-home strategy while acknowledging macro uncertainty and cautious discretionary spending; the stock rose on the beat.

Lowe's Q2 Earnings Mixed as Tariff Boost Lifts EPS, Guidance at Low End
business6 days ago

Lowe's Q2 Earnings Mixed as Tariff Boost Lifts EPS, Guidance at Low End

Lowe's posted a mixed Q2—adjusted EPS of $4.40 (including an 11-cent tariff boost) on $25.96 billion in revenue, with net income of $2.4 billion; online sales rose 15.7% while pro and home services were strong, but overall home-improvement spending remained pressured. The company kept full-year guidance at the low end: $92 billion in sales, comparable sales flat, and adjusted EPS of $12.25. Shares fell about 2% in premarket trading as macro headwinds persist.

Cisco beats on earnings but cautious guidance spooks investors
business11 days ago

Cisco beats on earnings but cautious guidance spooks investors

Cisco topped Q4 estimates with revenue of $17.3B (+18%) and issued fiscal-quarter guidance of $18B–$18.2B, above consensus, but the stock slid about 8% as analysts called the outlook conservative amid AI-driven demand; the company still sees roughly 15% revenue growth this year, though analysts anticipate slower growth next year, while hyperscalers’ capex and neocloud dynamics support ongoing demand.

Supermicro tops Q4 earnings, guides robust AI-driven Q1, lifting shares
business14 days ago

Supermicro tops Q4 earnings, guides robust AI-driven Q1, lifting shares

Supermicro beat Q4 adjusted EPS of $1.70 on $11.1 billion in revenue (beats on earnings but a slight revenue miss), and issued a bold Q1 outlook with net sales guidance of $14.5–$15.5 billion versus a consensus around $11.9 billion. Gross margins expanded to 17.6% from 9.6% a year earlier, and the company touted its Total AI/IT Solutions strategy, reporting a record backlog entering fiscal 2027. Management also flagged a gigawatt-scale data-center project for SpaceX and xAI within a year. Shares rose about 6% after the results.

Rocket Lab tops Q2 revenue, lifts Q3 outlook amid ongoing losses
finance14 days ago

Rocket Lab tops Q2 revenue, lifts Q3 outlook amid ongoing losses

Rocket Lab reported Q2 CY2026 revenue of $234.1 million, up 62% year over year and beating estimates (consensus ≈$231.9M). GAAP loss was $0.08 per share, with Adjusted EBITDA margin at -3.8% and negative free cash flow of -$110.1 million; the company still narrowed losses and improved leverage. For Q3 CY2026, management guided to a midpoint revenue of $257.5 million and EBITDA of $20 million, above expectations of roughly $240.6 million and -$10.23 million, respectively, suggesting potential upside despite persistent losses. The stock traded about 1.8% lower after results, as investors weigh strong top-line guidance against continued profitability challenges.

business15 days ago

Hims & Hers Q2 2026: Revenue Jumps 38% as Outlook Rises on AI-Driven Expansion

Hims & Hers Health reported Q2 2026 revenue of $753.2 million, up 38% year over year, with about 2.89 million subscribers; net loss was $86.3 million, while Adjusted EBITDA was $60.3 million and free cash flow was −$68.2 million. The company raised full-year 2026 guidance to revenue of $3.1–$3.3 billion and Adjusted EBITDA of $275–$325 million, aided by AI-driven efficiencies and rapid international expansion (including the June closing of Eucalyptus), with longer-term targets of at least $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA by 2030.

Trade Desk tumbles after Q2 miss and tepid guidance streak
finance18 days ago

Trade Desk tumbles after Q2 miss and tepid guidance streak

The Trade Desk posted Q2 revenue of $715.06 million and adjusted EPS of $0.34, missing Wall Street expectations, and issued weaker Q3 guidance of at least $650 million in revenue and about $160 million EBITDA (vs. consensus near $805 million and $340 million). Shares slid more than 26% after hours following a 6.8% drop in the regular session. Retail chatter on StockTwits remained broadly bullish, with debates over whether the disappointment stemmed from weak guidance or slower growth. CEO Jeff Green said the company will intensify AI, measurement, and decisioning tools to boost future value, and customer retention stayed above 95%.

Western Digital Beats Q4 Estimates, Outlook Triggers After-Hours Sell-Off
markets19 days ago

Western Digital Beats Q4 Estimates, Outlook Triggers After-Hours Sell-Off

Western Digital reported Q4 earnings of $3.56 per share on $3.75 billion in revenue, topping expectations of $3.29 and $3.69 billion. The company guided for fiscal Q1 2027 at about $3.85-$4.15 per share and $4.0-$4.2 billion in revenue, citing cloud and data workloads as growth drivers. Despite the beat, the stock fell roughly 9% in after-hours trading to around $473 on the outlook.

Sandisk tops Q4 as data-center demand boosts results, hikes buyback
finance19 days ago

Sandisk tops Q4 as data-center demand boosts results, hikes buyback

Sandisk topped Q4 expectations thanks to stronger pricing and robust data-center demand, posting revenue of $8.97B (up 51% sequential, 372% YoY) and GAAP net income of $6.90B ($43.97/share). Full-year revenue climbed to $20.25B, with data-center revenue up 437% to $2.98B and edge revenue up 48% to $5.43B, while consumer revenue declined to $556M. The company added another $14B to its buyback program (now $15.5B remaining) and guided for Q1 2027 revenue of $10.3B-$10.8B with adjusted EPS of $44.00-$46.00, roughly in line with expectations, sending shares down about 2% after hours.

AMD's earnings beat fails to wow investors as stock drops 5%
business20 days ago

AMD's earnings beat fails to wow investors as stock drops 5%

AMD beat revenue and adjusted EPS expectations for Q2 (revenue $11.54B, up 50% YoY; EPS $1.66) as data-center sales more than doubled to 58% of total and capex rose to $808M. But the results and outlook weren’t the blowout investors priced in, sending the stock about 5% lower in early trading. AMD guided Q3 revenue to around $13B (±$300M) while warning of a softer PC market; gaming graphics revenue also declined year over year. Despite a strong year-to-date run, the stock trades at a lofty multiple (around 60x earnings) and has surged roughly 140% year to date.

Uber Posts Solid Q2, but Q3 Guidance Falls Short of Expectations
business20 days ago

Uber Posts Solid Q2, but Q3 Guidance Falls Short of Expectations

Uber reported in-line Q2 2026 earnings (EPS $0.81) on revenue of $14.19B, with net income of $2.39B. Mobility revenue was $7.36B and delivery $5.25B, while total bookings reached $58B, beating estimates. For Q3, management guided bookings of about $59.25B (mid) and EPS of $0.84–$0.88, both below consensus. Shares fell after the print. The company is expanding into deliveries via a $14.8B deal for Delivery Hero and plans to invest over $10B to bring autonomous vehicles to market, with ongoing changes in robotaxi partnerships and regulatory milestones (e.g., London licensing with Wayve).