Q4 results

Major companies report earnings this week, including Ondas (strong $375M revenue outlook), GameStop (CEO Cohen's strategy review), and PDD (Temu expansion costs) alongside Carnival, Beyond Meat, and others.

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

Ulta Beauty beat Q4 earnings expectations with $8.01 EPS and $3.898B revenue, yet stock fell 8.63% due to surging operating expenses.

Rubrik shares surge 4.22% after blowing past Q4 estimates with positive earnings and 34% ARR growth, signaling the cloud backup leader's profitability inflection point.

Ondas (ONDS) shares rise after Q4 results exceed guidance, posting $29.1-$30.1M revenue with $1.5B cash and $170-$180M 2026 target.

On Holding shares fell 7.46% after Q4 earnings beat despite weak 2026 revenue guidance of $4.3B, missing $4.6B consensus analyst forecast.

Palantir surges 5.87% on strong Q4 with 56% revenue growth and $1B DHS contract, buoyed by defense AI demand amid geopolitical tensions.

Major tech and retail firms report earnings this week, with focus on AI chip demand, consumer spending, and cybersecurity momentum.

Ten large-cap stocks plunged last week, led by First Solar's 18.6% drop on weak guidance and Novo Nordisk's 6.6% decline over pricing concerns.

Dell exceeded earnings expectations driven by strong AI server demand, posting record revenue of $113.5B. Company raised FY2027 guidance significantly, citing $64B in AI orders and robust backlog.

EOSE shares plummet 36% despite record quarterly revenue, as conservative fiscal 2026 guidance of $300-400M significantly undercuts analyst expectations of $479M.

Trade Desk beat Q4 earnings expectations but shares tumbled 14.67% after providing weak forward guidance, signaling management caution on near-term advertising demand.

Clarivate shares surged 31.4% after beating earnings expectations and issuing strong guidance. The company is also exploring a divestiture of its life sciences unit to reduce debt.

Prediction markets show 86% confidence Home Depot will beat Q4 earnings expectations, despite Wall Street forecasting revenue and earnings declines due to weak housing demand.

Large-cap stocks rallied on strong earnings and corporate actions. First Majestic Silver led with 25% gains, joined by Moderna and Global Payments on positive results.

Devon Energy beat earnings and revenue expectations with improved operational efficiency, but shares fell 1.7% in after-hours trading, reflecting broader market concerns beyond quarterly results.

Major tech, retail, and auto firms report Q4 earnings this week. Walmart, Palo Alto Networks, Carvana, and Opendoor results will reveal consumer spending trends and sector momentum.

Roku stock surged 7.92% after beating Q4 earnings with $1.4B revenue and returning to profitability. The company projects $5.5B revenue for 2026 with continued double-digit growth.