Fourth quarter earnings season is entering its final stretch.

In the week ahead, earnings from Nvidia (NVDA) will mark the final company among the "Magnificent Seven" tech stocks to report quarterly results.

This report should offer a crucial update on how demand for its high-tech AI chips — a big part of the hundreds of billions of dollars its Big Tech peers are spending on AI investments — continues to shape up.

Other key results in the week ahead will include reports from Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY), with the latter currently locked in a duel with Netflix to acquire the former.

Salesforce (CRM), Home Depot (HD), and Lowe's (LOW) will also be among the notable companies expected to report in the coming week.

Workday (WDAY) stock plunged around 8% after the enterprise applications company reported an adjusted earnings beat but disappointing guidance. The quarterly results come as software stocks like Workday have sold off on concerns that artificial intelligence could automate and eat away at their core businesses.

In the fourth quarter, Workday reported revenue of $2.53 billion, a 14.5% annual increase, which just managed to exceed estimates of $2.52 billion, according to S&P Global Market Intelligence. Subscription revenue hit $2.36 billion.

Adjusted earnings per share of $2.47 also beat the Street's expectations of $2.32 per share.

But Workday's subscription revenue guidance fell short of expectations. The company expects first quarter subscription revenue of $2.335 billion, suggesting a slowdown from the current quarter, and full-year subscription revenue of $9.92 billion to $9.95 billion.

Workday stock was already down more than 9% over the past five days as worries about AI disruption coursed through the sector, fueled by a doom-and-gloom report from Citrini Research.

;cpos:2;pos:1;elm:context_link;itc:0;sec:content-canvas\\" class=\\"link \\">Join the earnings call live >

Yahoo Finance's Pras Subramanian reports:

Pure-play EV maker Lucid (LCID) reported mixed fourth quarter results after the bell today, with its full-year losses widening as it boosts Gravity SUV production. The company did report upbeat 2026 production guidance and $4.6 billion in total liquidity.

For the quarter, Lucid reported revenue of $522.7 million versus $459.4 million, per Bloomberg estimates, representing a 123% jump from a year ago, powered largely by the ramp-up of its Gravity SUV.

However, Lucid posted an adjusted loss per share of $3.08 versus $2.68 expected, with an adjusted EBITDA loss of $874.7 million versus $669.7 million.

Lucid stock fell 4% in after-hours trading.

For the year, reported 2025 revenue at $1.354 billion, with an adjusted EBITDA loss of $2.788 billion.

Lucid said it burned through $3.8 billion in free cash flow in 2025 and $1.24 billion in Q4, both higher year over year. The company ended the quarter with $997.8 million in cash and cash equivalents, with $4.6 billion in total liquidity.

Read more here.

Planet Fitness (PLNT) reported better-than-expected profits and revenue in the fourth quarter, but the stock fell around 5% in premarket trading.

Earnings of $0.73 per share on revenue of $376.3 million. Wall Street analysts were expecting earnings of $0.68 per share on revenue of $367.9 million, according to S&P Global Market Intelligence.

The company said it had 20.8 million members by the end of 2025 across nearly 2,900 clubs.

\\"Adding approximately 1.1 million net new members in 2025 — the first full-year of our 50 percent price increase for new Classic Card members — highlights the incredible demand for our brand,\\" said Planet Fitness's CEO Colleen Keating.

In 2026, Planet Fitness expects to log sales growth between 4% and 5%, and revenue is forecast to increase by around 9%, a bit lighter than the Street was expecting.

Listen to the earnings call here.

Constellation Energy (CEG) stock edged higher on Tuesday during premarket hours after reporting fourth quarter adjusted earnings of $2.30 per share, which just fell short of analysts' expectations of $2.31 per share.

The gas and electricity company did beat analysts' estimates on revenue, reaching $6.07 billion, surpassing the $4.95 billion expected by analysts.

Investing.com reports:

Revenue reached $6.07 billion, surpassing the $4.95 billion analyst estimate and marking a 13% increase from $5.38 billion in the same quarter last year.

The company’s stock rose 0.61% in pre-market trading following the results.

The company attributed the quarter’s performance to unfavorable nuclear production tax credit portfolio results, partially offset by favorable market and portfolio conditions.

Adjusted operating earnings declined from $2.44 per share in the fourth quarter of 2024.

\\"Constellation enters 2026 well positioned to meet the nation’s growing demand for reliable, clean electricity,\\" said Joe Dominguez, president and CEO. \\"This past year, we welcomed Calpine to our company - expanding our generation portfolio, strengthening our commercial platform and enhancing our ability to serve customers nationwide.\\"

Read more here.

Reuters reports:

American Tower (AMT) on Tuesday posted fourth-quarter revenue above Wall Street ‌estimates, lifted by stronger leasing activity ‌from telecom carriers and continued momentum in data-center ​demand.

U.S. wireless operators have been steadily expanding network capacity and coverage, with rising 5G rollouts, growing AI-related workloads and robust data‑center demand ‌underscoring the need ⁠for additional tower space and related infrastructure.

\\"Leasing demand across our global ⁠tower portfolio and data center business remains robust, underpinned by sustained growth in mobile ​data consumption, ​continued 5G deployment, ​and increasing hybrid-cloud ‌and AI-related workloads,\\" said CEO Steven Vondran.

The company posted revenue of $2.74 billion, compared to analysts' estimates of $2.69 billion, according to data compiled by LSEG.

Read more here.

Home Depot (HD) posted mixed fourth quarter results as consumer uncertainty around the housing market lingers.

In the fourth quarter, revenue fell 4% to $38.2 billion, slightly less than nearly $38.3 billion the street forecasted, per Bloomberg consensus data. Adjusted earnings came in better than expected at $2.72, compared to estimates of $2.55.

Overall same-store sales grew 0.4%, compared to the expected 0.4% decline. The results were driven by a higher ticket size, but drop off in consumer transactions.

\\"For the fourth quarter, our results were largely in-line with our expectations, reflecting the lack of storm activity in the third quarter and ongoing consumer uncertainty and pressure in housing,\\" CEO Ted Decker said in the release, \\"Adjusting for storms, underlying demand was relatively stable throughout the year.\\"

Home Depot stock rose nearly 3% in pre-market trading, and are up roughly 10% so far this year. For comparison, the S&P 500 (^GSPC) has been flat.

For the fiscal year, the company posted better than expected results across all key metrics.

Revenue came in at $164.68 billion, more than the $164.59 billion expected, alongside adjusted earnings of $14.69, a tick above the $14.53 expected.

Same-store sales grew 0.3%, more than the 0.2% Wall Street anticipated.

For this fiscal year, the company reiterated guidnce it shared at its investor day back in December. It expects total sales to grow in the range of 2.5% to 4.5%, alongside same-store sales growth of roughly flat to up 2%.

Adjusted earnings for the year are expected to be between flat and up 4.0% from $14.69 posted this fiscal year.

Hims & Hers (HIMS) reported lower profits in the fourth quarter compared with a year ago, sending the stock down more than 2.5% in extended trading.

The telehealth and drug platform reported earnings per share of $0.08, beating Wall Street estimates for $0.05 but falling from $0.11 per share a year ago, according to S&P Global Market Intelligence. Revenue of $617.8 million was roughly in line with estimates.

One bright spot in the earnings release was Hims & Hers 2026 revenue forecast, which came in above estimates.

Reuters reports:

The company then ​reversed course ​on its plans ​after the U.S. Food ‌and Drug Administration said it would take action against manufacturers mixing ingredients to produce copies of GLP-1 drugs, referring it to the Department of Justice for potential violations ‌of federal law.

The company forecast ​2026 revenue to be ​in the ​range of $2.7 billion to $2.9 billion, compared ‌to estimates of $2.74 billion, ​as per ​data compiled by LSEG.

Read more here.

Dominion Energy (D) stock fluctuated shortly after the company released stable fourth quarter and full-year earnings results, as the company looks to invest in its energy infrastructure amid growing demand for electricity and natural gas.

The Virginia-based company reported fourth quarter earnings of $0.65 per share that were in line with Wall Street estimates, while revenue of $4.1 billion topped estimates of $3.7 billion, according to S&P Global Market Intelligence data.

For the full year, Dominion posted earnings per share of $3.45, slightly below consensus expectations of $3.47, and the company's 2026 earnings guidance also fell a bit short at the midpoint.

Dominion said it expects to earn between $3.45 and $3.69 per share this year, with that midpoint of $3.57 per share falling below the Street's expectations of $3.61.

Dominion's earnings call begins at 11 a.m. ET. Listen to the call live here.

Domino's (DPZ) posted mixed fourth quarter and fiscal 2025 results as the chain doubles down on growing sales, store count, and profits while consumers home in on value.

The pizza chain posted revenue of $1.54 billion for the fiscal fourth quarter on Monday morning. That was up 6.4% year over year and a tick above the $1.52 billion Wall Street forecast, per Bloomberg consensus data. The bump was driven by higher order volumes and an increase in the company's food basket pricing to stores.

Adjusted earnings came in at $5.35 per share, just below estimates of $5.37.

CEO Russell Weiner said the chain's \\"MORE strategy\\" delivered higher sales and profits.

He said in the release, \\"These strong results flowed through to increased franchisee profits, showcasing our ability to drive store level profitability while providing incredible value for our customers.\\"

US same-store sales grew 3.7%, above the 3.3% jump forecast, while international stores of 0.7% were lower than the expected 1.1% tick up.

Shares in Domino's rose over 5% at market open Monday, as investors assessed its revenue growth. The stock is down 12% over the past year, compared with the S&P 500's (^GSPC) 15% gain.

For the fiscal year, revenue came in at $4.9 billion, alongside adjusted earnings of $17.57.

Same-store sales for US stores grew 3%, more than the 2.85% forecast. For the year, international stores' same-store sales growth missed expectations, rising 1.9% versus the estimated 2.14%.

In 2025, the company added 776 stores, slightly more than the Street anticipated, bringing the total to 22,142 globally.

For the current year, Domino's said it expects US same-store sales to grow 3% and for international sales to be up between 1% to 2%. The company also expects growth from third-party platforms, such as DoorDash and Uber.

\\"We expect our share on DoorDash to grow as awareness and marketing spend increases. This opportunity is meaningful, as we have not yet reached our fair share on either of the major aggregators,\\" Weiner said.

Domino's Pizza (DPZ), Dominion Energy (D), ONEOK (OKE), Diamondback Energy (FANG)

Home Depot (HD), Alibaba (BABA), Constellation Energy (CEG), MercadoLibre (MELI), Keurig Dr Pepper (KDP), NRG Energy (NRG), Workday (WDAY), Axon Enterprise (AXON), First Solar (FSLR), Amer Sports (AS), CoStar Group (CSGP), HP Inc. (HPQ), GoDaddy (GDDY)

Nvidia (NVDA), HSBC (HSBC), Salesforce (CRM), The TJX Companies (TJX), Lowe's (LOW), Snowflake (SNOW), Diageo (DEO), HEICO Corporation (HEI), Medline (MDLN), Trip.com Group (TCOM), Agilent Technologies (A), Zoom Communications (ZM), TKO Group Holdings (TKO), Circle Internet Group (CRCL), The Trade Desk (TTD), Paramount Skydance (PSKY)

Intuit (INTU), Stellantis (STLA), Monster Beverage (MNST), Dell Technologies (DELL), Warner Bros. Discovery (WBD), Eni S.p.A. (E), Vistra Corp. (VST), Rocket Companies (RKT), Cheniere Energy (LNG), Autodesk (ADSK), Baidu (BIDU), CoreWeave (CRWV), PSEG (PEG), Rocket Lab Corporation (RKLB), EMCOR Group (EME), Coupang (CPNG), Block (XYZ), Zscaler (ZS), Coterra Energy (CTRA), Flutter Entertainment (FLUT), Talen Energy Corporation (TLN), The J.M. Smucker Company (SJM)

Friday

Chart Industries (GTLS), Pearson (PSO), Frontline (FRO), Globalstar (GSAT)

Chemours Co. (CC) stock slumped 9% before the bell on Friday after reporting a loss of $47 million in its fourth quarter earnings.

The AP reports:

The Wilmington, Delaware-based company said it had a loss of 31 cents per share. Earnings, adjusted for non-recurring costs, came to 5 cents per share.

The results exceeded Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was breakeven on a per-share basis.

The chemical company posted revenue of $1.33 billion in the period, matching Street forecasts.

Read more here.

Live Nation (LYV) stock rose more than 3% before the bell on Friday after the ticket provider posted an 11% increase in fourth quarter revenue to $6.31 billion, driven by a 12% gain in concert sales.

The Wall Street Journal reports:

The world’s largest concert promoter on Thursday said fourth-quarter revenue climbed 11% to $6.31 billion, topping analyst estimates of $6.1 billion, according to FactSet.

Sales from concerts gained 12%, to $5.15 billion. Ticketing sales were up 1% and sponsorship and advertising sales increased 17%. Full-year fan attendance hit 159 million, up 5% from 2024, said Live Nation, which owns ticketing giant Ticketmaster.

Live Nation reported a loss of $54.8 million, or 24 cents a share, for last year, compared with a profit of $647.4 million, or $2.74 a share, in the prior year, including the accretion of redeemable noncontrolling interests. Analysts expected a loss of 33 cents a share for the year.

Chief Executive Michael Rapino said Live Nation is eyeing a record-breaking 2026, with the company citing huge demand for tours by artists including Bruno Mars, Harry Styles and BTS. The company is expanding its footprint and investing in upgraded infrastructure, and has a deep pipeline of large-scale shows as ticket demand continues to grow, he said.

Live Nation heads to trial with the Justice Department starting March 2 in Manhattan over whether it illegally monopolized the markets for concert booking and ticketing. The Justice Department is seeking an order that would force the company to divest Ticketmaster from the rest of the company. Nearly 40 states joined the lawsuit and are pressing their own damages claims on behalf of consumers.

Read more here.

Opendoor's (OPEN) stock jumped 14% during premarket hours on Friday, despite posting a fourth quarter loss of $1.26 per share, missing analysts' estimates. Revenue reached $736 million, surpassing Wall Street estimates of $576.94 million.

The digital real estate company also reported that home purchases had risen 46% quarter-over-quarter.

Investing.com reports:

Chief Executive Officer Kaz Nejatian emphasized that the current results validate the company's long-term roadmap toward sustainable profitability. He noted that structural improvements in pricing and inventory turns are now beginning to materialize in the financial data.

“These results reflect structural improvements in how we operate with more accurate pricing, faster inventory turns, and disciplined selection,” Nejatian said in the earnings release. “The evidence of progress is clear.”

Looking ahead, management is prioritizing a return to positive adjusted net income by the end of 2026 on a rolling twelve-month basis. For the first quarter of 2026, the company anticipates an adjusted EBITDA loss between $30 million and $35 million.

“We're focused on making the right long-term decisions to rebuild Opendoor rather than managing to short-term guidance,” the company stated regarding its forward-looking guideposts. Revenue is expected to decline by approximately 10% in the upcoming quarter.

Read more here.

Reuters reports:

Swedish \\"buy now, pay later\\" services provider and online bank Klarna (KLAR) reported a 38% year-on-year jump in ‌fourth-quarter sales on Thursday, just beating expectations, as it added ‌more banking customers and grew in the United States.

Quarterly revenue at the fintech group, ​which went public in New York in September, crossed the billion-dollar mark for the first time, reaching $1.08 billion. Analysts polled by LSEG had on average forecast sales of $1.07 billion.

Klarna said users of its banking services ‌doubled to 15.8 million.

\\"It's ⁠showing that we can really do what we set out to do, which was (to) first create a global ⁠payments network, and then create a true banking relationship,\\" CEO Sebastian Siemiatkowski told Reuters.

Read more here.

Etsy (ETSY) shares surged 22% during premarket hours on Thursday after reporting fourth quarter earnings. Despite revenue falling short, the online retailers stock soared after the company announced it would be selling Depop to eBay (EBAY) for 1.2 billion.

Investing.com reports:

Etsy reported Q4 earnings per share of $0.92, beating analyst expectations of $0.85. Revenue came in at $881.6 million, up 6.6% year over year excluding Reverb from the prior-year period, but slightly below the $884.14 million consensus estimate.

Adjusted EBITDA totaled $222.5 million, translating to a consolidated adjusted EBITDA margin of roughly 25.2%. Gross merchandise sales (GMS) reached $3.59 billion, rising 2.4% year over year, or 1.3% on a currency-neutral basis, excluding Reverb.

The take rate for the quarter was 24.5%.

Looking ahead, the company guided first-quarter 2026 GMS to a range of $2.38 billion to $2.43 billion and expects an adjusted EBITDA margin of about 28% to 30%. It also forecasts a Q1 take rate of approximately 25.5%.

Read more here.

Reuters reports:

EPAM Systems (EPAM) forecast first-quarter results in line with estimates ‌on Thursday, as companies continue ‌investing in AI-enhancement of their systems, boosting demand for ​the software provider's services.

The company provides a wide range of IT services including consulting, cloud and AI transformation and ‌software engineering.

Despite broader ⁠economic uncertainty, businesses have kept up spending on software development ⁠and AI‑driven transformation projects, to catch up in the AI race.

EPAM sees first-quarter ​revenue in ​the range of $1.38 ​billion to $1.40 billion, ‌the mid-point of which is in line with analysts' estimates, according to data compiled by LSEG.

On an adjusted basis, EPAM expects profit per share in the ‌range of $2.70 to $2.78, also ​in line with estimates.

Read more here.

Yahoo Finance's Brooke DiPalma reports:

Walmart (WMT) posted fourth quarter earnings on Thursday morning that slightly beat Wall Street's estimates, giving a readout on the key holiday shopping season in its first report under new CEO John Furner.

The retailer, whose market cap recently eclipsed $1 trillion for the first time, reported adjusted earnings per share of $0.74 in the quarter. That was a touch higher than the Street forecast of $0.73, per Bloomberg consensus data.

Revenue increased 5.6% to $190.7 billion, basically in line with Wall Street's predictions of $190.6 billion.

For fiscal year 2026, Walmart posted results that were also a touch higher. Revenue came in at $715.9 billion, more than the nearly $713 billion Wall Street forecast, whereas adjusted earnings came in at $2.64, a cent higher than expected.

Shares of Walmart were about 2% lower in Thursday's premarket trade. The stock is up more than 13% year to date.

Investors will likely take a second look at a somewhat conservative guidance.

For the first quarter, Walmart expects revenue to grow in the range of 3.5% to 4.5%, alongside adjusted earnings of $0.63 and $0.65. That's slightly less than the 5% growth and adjusted earnings of $0.69 that Wall Street forecasted.

Read more here.

Reuters reports:

Farm-machinery maker Deere & Co (DE) raised its annual profit forecast on Thursday citing a rebound in its construction and small ‌agriculture businesses and cost cuts that mitigated weak equipment demand, sending ‌its shares up 4.7% before the bell.

The world's largest farm-equipment maker previously scaled back factory ​production to counter weak demand for new machinery as lower crop prices and higher input costs push farmers to postpone big-ticket purchases.

The company is also working closely with dealers across its network to reduce inventory levels.

U.S. farmers are heading into ‌another season of weak ⁠crop prices and elevated costs, forcing tough decisions about how, or if, to continue operating as ample grain supplies pressure ⁠markets.

The company expects net income for 2026 to range between $4.5 billion and $5 billion, compared with its prior forecast of $4 billion to $4.75 billion.

Read more here. 

Carvana stock fell as much 20% late Wednesday after the company reported fourth quarter profit that was light of estimates.

Yahoo Finance's Pras Subramanian reports:

The company posted revenue of $5.60 billion vs. $5.27 billion estimated per Bloomberg, up 58% compared to a year ago. The online car giant said retail units sold hit 163,522 vs 157,226 estimated, a jump of 58%.

The e-commerce auto site reported adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) of $511 million vs $535.7 million expected, with an adjusted EBITDA margin of 10.1% missing estimates of 10.4%.

Carvana’s outlook was vague and didn't provide estimates for Q1 results.

“Looking forward, Carvana expects significant growth in both retail units sold and Adjusted EBITDA in full year 2026, including a sequential increase in both retail units sold and Adjusted EBITDA in Q1 2026, assuming the environment remains stable,” Carvana CEO Ernie Garcia III said in his shareholder letter.

Wall Street expected a Q1 adjusted EBITDA estimate of $671 million, with retail unit sales hitting 175,478.

Read more here.

DoorDash (DASH) reported fourth quarter results that slightly missed Wall Street's expectations on the top and bottom lines, while total orders rose more than forecast.

Earnings per share came in at $0.48, compared with the $0.55 the Street had forecast. But adjusted EBITDA reached $780 million in the quarter — up 38% compared to a year ago and almost $5 million above the Street's estimates.

Meanwhile, revenue grew 28% year over year to $3.96 billion, a tick lower than the nearly $4 billion Wall Street predicted. Total orders, which means all orders through its marketplaces and commerce platform, also jumped 32% to 903 million in the quarter. That's more than the 888 million analysts had anticipated.

Marketplace GOV — the total dollar value of transactions completed through the marketplace, including taxes, tips, and fees related to DashPass and its international platform Wolt+, clocked in at $29.7 billion compared to the expected $29.1 billion.

That was driven higher by growth in new customers and order rates among existing customers in the US restaurant category.

Its stock fell as much as 8% following the results. Shares had lost about 20% this year through Wednesday's close.

For the first quarter of 2026, the company expects marketplace GOV to be in the range of $31.0 billion to $31.8 billion, above the Street's forecast of $30.75 billion.

Adjusted EBITDA is expected to be in the range of $675 million to $775 million, which is below what the Street predicted of $800 million.

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