2026 guidance

American Express beat Q1 expectations with $18.9B revenue and $4.28 EPS growth, but stock fell as management held 2026 guidance steady at 9-10%, showcasing the company's durable affluent customer moat.

Michelin reports Q1 2026 revenue decline driven by currency headwinds, not operational weakness, while maintaining 2026 guidance amid uncertain environment.

Pharming Group's Q1 2026 revenues fell 8% YoY to $72.4M, hurt by RUCONEST decline, but Joenja surged 34%. Company maintains full-year guidance and advances international launches.

Moderna beats revenue estimates with $389M vs. $227.97M consensus but shares fall 2.05% due to $2.22 per share litigation settlement charge.

ASML raises 2026 guidance to €36-40B revenue with 51-53% gross margins, executes share buybacks after strong Q1 earnings.

Norwegian Cruise Line stock down 30% amid oil volatility and operational challenges including Caribbean overcapacity and delayed private island amenities.

Designer Brands beat EPS expectations and raised 2026 outlook significantly, with gross margins improving despite missing revenue targets. Stock climbed 5.95%.

OceanPal Inc. reports $65.2M 2025 loss driven by digital asset markdowns, projects 2026 profitability for both shipping and NEAR token operations.

Lumexa Imaging reported 7.9% Q4 revenue growth and 18.6% Adjusted EBITDA expansion, with full-year 2025 revenues of $1.023 billion. The company reiterated 2026 guidance.

$LULU establishes price bottom with technical strength and institutional support, suggesting significant 2026 upside despite near-term guidance caution and sentiment headwinds.

Caleres stock jumped 11% after beating Q4 earnings and providing optimistic 2026 guidance projecting profitability with $1.35-$1.65 adjusted EPS.

Niu Technologies shares plunged 13.9% after Q4 results revealed 17.4% revenue decline and 68.4% international sales collapse, though management forecasts strong 2026 recovery.

NACG posted record $1.5B revenue in 2025 but faced Q4 headwinds including a $13M cost adjustment and weather impacts. The company acquired Iron Mine Contracting for Australian expansion and projects 2026 revenue of $1.5-1.7B with $380-420M adjusted EBITDA.

GoDaddy stock fell 14% to $79.14 after disappointing Q4 results, weak 2026 guidance, and a securities fraud investigation announcement by the Portnoy Law Firm.

Grocery Outlet stock crashed 33% after Q4 results missed estimates and management slashed 2026 guidance, citing federal benefit delays and intensifying competition.

Target stock surges 25% in 2026 under new CEO Michael Fiddelke's focused turnaround, projecting 2% sales growth and $1 EPS increase despite boycott aftermath and Walmart-Amazon competition.

Itafos announces Q4 and full-year 2025 results release on March 18, 2026, with webcast on March 23.

Kontoor Brands surged 19% after Q4 results beat expectations with $1.02B revenue (46% growth) and $1.73 EPS, with 2026 guidance forecasting $3.4-3.45B revenue and $6.40-6.50 EPS.

DraftKings expands beyond sports betting into prediction markets through partnerships and acquisitions, leveraging its operational infrastructure across 38 states to tap a growing market segment.

Clear Secure shares surged 39% on strong Q4 results exceeding expectations and optimistic 2026 guidance, driven by revenue growth and membership expansion.