Fourth quarter earnings season is entering its final stretch.

Earnings from Nvidia (NVDA) mark the final company among the "Magnificent Seven" tech stocks to report quarterly results.

This report offered 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 this week 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.

Nvidia (NVDA) stock popped by more than 3% after earnings beat expectations and delivered a strong revenue outlook for the first quarter.

Nvidia said it expects revenue of $76.44 billion to $79.56 billion in Q1, ahead of expectations of $72.78 billion, according to Bloomberg consensus estimates.

Here's what Nvidia reported for the fourth quarter compared to analyst estimates compiled by Bloomberg:

Earnings per share: $1.62, versus expectations of $1.53 and $0.89 per share a year ago

Revenue: $68.13 billion, versus expectations of $65.8 billion and $39.3 billion a year ago

Data center revenue: $62.3 billion, versus expectations of $60.2 billion

Gaming revenue: $3.7 billion, versus expectations of $4 billion

Gross margins: 75.2%, versus expectations of 75%

Data Center compute revenue ($51.3 billion, up 58% from a year ago) and networking revenue ($11.0 billion, up 263%) both also reached record highs.

Steve Madden's (SHOO) stock fell 5% on Wednesday after the shoe and handbag maker withdrew its 2026 earnings forecast due to tariff uncertainty, in the first sign of chaos since the Supreme court shut down President Trump's tariffs last week Friday.

Reuters reports:

In a landmark ruling that could have major implications for the global economy, the Supreme ​Court struck down President Donald Trump's sweeping tariffs that he pursued under a law meant for use in national emergencies.

Following the ruling, the United States began collecting a temporary new 10% global import tariff on Tuesday, but the Trump administration was working to increase it to 15%, ‌a White House official said.

Consumer ⁠companies have been among the worst hit from President Donald Trump's flip-flop on tariffs, with several resorting to withdrawing their financial guidance or slashing ⁠forecasts last year.

\\"The limited visibility is understandable given the fluidity of the U.S. tariff environment and uncertainty as to where rates will settle,\\" analysts with Telsey Advisory Group said in a note.

Read more here.

First Solar (FSLR) stock plunged by around 16% on Wednesday morning after the solar company issued a bleaker-than-expected full-year outlook.

The company said it expects 2026 net sales in a range of $4.9 billion to $5.2 billion, whereas the Street was looking for guidance of $5.6 billion.

In the fourth quarter, First Solar reported earnings per share of $4.84, missing analyst estimates for $5.17 per share, according to S&P Global Market Intelligence. Revenue of $1.68 billion came in ahead of forecasts for $1.56 billion.

“Our growth journey continued into 2025, with the commissioning of our new Louisiana factory and our decision to establish a new facility in South Carolina,” said CEO Mark Widmar. “As we navigated a rapidly evolving environment, we maintained a disciplined approach to contracting and remained anchored in our core principle of pricing and delivery certainty, a key differentiator that our customers value.”

Circle (CRCL) stock rose 14% on Wednesday during premarket hours after reporting an increase in fourth quarter revenue, as its income from reserves ‌got a boost from a rise in circulation ‌of its stablecoin token, USDC.

Reuters reports:

The digital token is seeing a surge in ​adoption as favorable regulations such as the GENIUS Act, which was signed into law by U.S. President Donald Trump last year, establish a federal framework for dollar-pegged stablecoins.

Regulators around ‌the world have also ⁠stepped up frameworks to oversee these digital assets, paving the way for their broader adoption ⁠and benefiting issuers such as Circle.

USDC is a token pegged to the U.S. dollar, backed by reserves of cash ​and other ​low-risk assets such as U.S. ​treasuries that tether its ‌market price close to the benchmark of $1.

Circulation of USDC rose 72% from a year earlier to $75.3 billion in the fourth quarter, lifting total revenue from reserves to $733 million.

The firm earns revenue by investing the cash received for its ‌issued tokens in low-risk assets such ​as U.S. treasuries and deposits ​and pocketing the yield.

Read more here.

Lowe's (LOW) reported fourth quarter results that beat Wall Street's expectations across the board including revenue, earnings and same-store sales growth.

Adjusted earnings came in $1.98, four cents higher then the Street predicted for the fourth quarter, per Bloomberg consensus data. Whereas, revenue grew 10% to $20.58 billion, slightly above the expectations of $20.35 billion.

Same-store sales grew 1.3%, more than the roughly 0.5% increase Wall Street estimated for, boosted higher by growth in its Pro business, home services sales and a \\"strong holiday performance.\\"

However, the home improvement company's stock fell more than 3% during premarket hours, after sales guidance for the full year fell short of expectations, a sign the housing market will remain lackluster in the near term due to high borrowing costs.

\\"While the housing macro remains pressured, we are focused on directing what is within our control, which includes our ongoing productivity initiatives. We remain confident that we are well-positioned to take share regardless of the macro environment,\\" CEO Marvin Ellison said in the release.

For 2026, the company expects same-store sales growth to be flat, to up 2% compared to last year. The Street was looking for up 2%. Wall Street's prediction for full year revenue was $93.2. billion, which fell in the middle of the range Lowe's said of $92.0 to $94.0 billion.

Adjusted earnings though fell short of the $13.00 forecast. Lowe's said it expected earnings to come in between the range of approximately $12.25 to $12.75.

TD Cowen analyst Max Rakhlenko wrote in a note to clients, \\"Ultimately, we think the early reaction with shares down low-single digits makes sense with the results and guide in-line to slightly below\\" expectations.

Yahoo Finance UK's Vicky McKeever reports:

HSBC (HSBC) reported a decline in annual profits, in results released on Wednesday, but still beat expectations for the year.

The bank posted profit before tax of $29.91bn for 2025, down from $32.31bn for the previous year. However, this was ahead of expectations of $28.86bn, according to consensus estimates provided by the bank.

HSBC (HSBC) said that the decline in profits was mainly due to the impact of notable items, including impairment losses, restructuring and other costs relating to the simplification of its business.

Pre-tax profit in the fourth quarter came in at $6.8bn, which was down from $7.3bn for the previous three months, but up from the $2.28bn reported for the same period in 2024.

Revenue for the year increased by 4% to $68.3bn, which was also above estimates of $67.36bn. For the fourth quarter, revenue came in at $16.36bn, up from $11.56bn for the previous year.

Read more here.

Reuters reports:

HP Inc said it now expects fiscal 2026 results to be at the low end of its forecasts, ‌as the personal computer maker grapples with U.S. trade regulations and increasing ‌costs due to the memory chip crisis.

HP's first-quarter revenue ‌rose 6.9% to $14.44 billion, beating analysts' average estimate ​of $13.94 billion, according to data compiled by LSEG.

The ​company's adjusted profit per share ​of 81 cents for the quarter ended January 31 beat ‌estimates of 76 cents.

Revenue for the personal ​systems unit, which ​houses both consumer and commercial PCs, grew 11% to $10.25 billion. Revenue in its printing segment, which includes office-oriented printers and service offerings, fell 2% to $4.19 ​billion.

HP forecast second-quarter adjusted ‌profit per share between 70 cents and 76 cents, compared with estimates ​of 74 cents.

Read the full story here.

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.

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