Fourth quarter earnings have slowed to a trickle after the blowout report from Nvidia (NVDA) capped results for the "Magnificent Seven" tech stocks.

With just 4% of S&P 500 companies left to report results, the index is tracking a 14.2% earnings growth rate for the quarter, which would mark the S&P 500's fifth consecutive quarter of double-digit earnings growth.

Nvidia's report was the marquee event this week, offering a crucial update on demand for high-tech AI chips — a big part of the hundreds of billions of dollars its Big Tech peers are spending on AI investments. Salesforce (CRM), Home Depot (HD), and Lowe's (LOW) were among the notable companies reporting this week as well.

In the week ahead, a mix of retail companies, including Target Corporation (TGT), plus a number of others, such as CrowdStrike (CRWD), Broadcom (AVGO), Costco (COST), and Alibaba Group (BABA), will help round out the quarter.

Yahoo Finance's Brooke DiPalma reports:

Target (TGT) posted lackluster fourth quarter and full-year results on Tuesday, capping off what the company called a \\"challenging year\\" as new CEO Michael Fiddelke looks to turn around results for the struggling retailer.

Target said Tuesday its same-store sales fell 2.5% during the holiday quarter and 2.6% for the full year. Both declines were in line with Wall Street expectations, according to Bloomberg forecasts.

In the fourth quarter, its in-store sales fell 3.9% while digital sales rose 1.9%. Revenue in the quarter fell 1.5% from last year to $30.5 billion, above the $29.9 billion that was expected. Adjusted earnings of $2.30 also beat the $2.14 the Street expected.

Fiddelke took the reins as CEO from Brian Cornell on Feb. 1.

“I’m incredibly proud of how our team navigated through a challenging year in 2025, as they focused on serving our guests while positioning our business for profitable growth in 2026 and beyond,” Fiddelke said in a statement. He added the company saw a \\"healthy, positive sales increase\\" last month.

Read more here.

Best Buy (BBY) reported a surprise sales slump in its key holiday shopping season.

Same-store sales declined 0.8% in the fourth quarter, the company said Tuesday. Wall Street had hoped for a 0.2% increase after two straight quarters of positive growth.

\\"Our data sources show our overall market share was at least flat, pointing to slightly softer customer demand for our industry during the holiday quarter,\\" Best Buy CEO Corie Barry said in the release.

It expects first quarter same-store sales to return to growth, rising 1%.

Revenue for the fourth quarter totaled $13.81 billion, less than the $13.88 billion Wall Street had expected, per Bloomberg consensus data. Adjusted earnings per share came in higher at $2.61, more than the $2.46 the Street predicted. Best Buy stock is down more than 30% in the past year.

For the full year, revenue came in at $41.69 billion, just below the $41.76 billion Wall Street predicted. Adjusted earnings per share came in at $6.43, $0.12 above Wall Street's estimates for $6.31.

For the year, same-store sales grew 0.5%, less than the 0.9% increase Wall Street was looking for.

For 2027, the company expects revenue to come in the range of $41.2 billion to $42.1 billion, alongside same-store sales that are expected to fall in a range between a 1% decline and 1% rise for the year.

Adjusted earnings per share are expected to be in a range of $6.30-$6.60.

MongoDB (MDB) stock plummeted 20% after the software company predicted a profit loss for the upcoming year

For fiscal year 2027, MongoDB forecast a loss per share of $0.73 to $0.49, though it was narrower than the $1.05 loss the Street was expecting, according to S&P Global Market Intelligence. 2026 revenue is expected to come in between $2.86 billion and $2.90 billion, compared to estimates for $2.43 billion.

Still, MongoDB reported better-than-expected results for the fourth quarter.

Earnings per share ticked down a cent from a year ago, coming in at $0.18 per share for the fourth quarter, which was higher than the $0.03 loss Wall Street was expecting. Revenue increased 27% year over year to $695.1 million, beating estimates of $669 million.

Listen to the earnings call here at 5 p.m. ET.

Correction: This post was updated to correct the figures of MongoDB's full-year profit and revenue guidance.

Norwegian Cruise Line Holdings (NCLH) stock fell 10% in early trading on Monday after the company's fiscal 2026 guidance came in short of analyst estimates.

For 2026, Norwegian Cruise Line forecast earnings per share of $2.38, whereas Wall Street analysts were looking for $2.60 per share. The company expects full-year adjusted EBITDA of around $2.95 billion and adjusted net income of approximately $1.12 billion.

The spike in oil prices due to the war in Iran also weighed on cruise stocks Monday, as cruise operators and airlines are expected to face higher fuel costs due to the conflict choking off oil supplies flowing through the Strait of Hormuz.

Investing.com reports:

The cruise operator posted adjusted earnings per share of $0.28 for the fourth quarter, topping the analyst consensus of $0.26. However, revenue of $2.2 billion missed expectations of $2.34 billion, though it represented a 6% increase from the same quarter last year.

\\"The team delivered solid fourth quarter and full year 2025 results reflecting the strength of our award-winning brands, loyal guests and dedication of our team and crew members,\\" said John W. Chidsey, president and chief executive officer. \\"As I step into this new role my initial assessment is that our strategy is sound, but execution and cross-functional alignment have fallen short.\\"

For the first quarter of 2026, Norwegian expects adjusted EPS of approximately $0.16 and adjusted EBITDA of around $515 million. The company projects net yield on a constant currency basis to decline approximately 1.6% versus 2025, primarily due to challenges absorbing a 40% YoY increase in Caribbean capacity resulting from misalignment with the company's commercial strategy at the Norwegian brand.

Read more here.

ADT (ADT) stock dropped 10% on Monday morning after the security company's fourth quarter revenue fell short of expectations. ADT also said it expects revenue and earnings per share growth to be flat in 2026 as it prioritizes balancing its cash flow and share repurchases.

ADT reported that its sales grew 1.3% year over year to $1.27 billion in Q4, whereas the Street was hoping for sales of $1.29 billion. Earnings per share of $0.17 also missed estimates of $0.21 per share analysts were expecting.

ADT said the number of sales for its monitoring security systems decreased during the quarter, which was offset by higher prices.

The company also said it's focused on improving its free cash flow and expects adjusted free cash flow growth of approximately 20% in 2026 compared to 2025. However, the company said it expects little to no revenue and adjusted earnings per share growth as it makes investments in growth initiatives.

Duolingo (DUOL) stock plummeted as much as 25% on Friday after the company offered downbeat guidance for 2026 despite beating analysts' expectations on Q4 earnings. The company said it's shifting focus from monetizing its language-learning app to growing the subscriber base.

While daily active users and subscriptions were up 30% and 28% year over year, respectively, that growth slowed throughout 2025 and is expected to decelerate further this year.

CEO Luis Von Ahn told Yahoo Finance on Friday that more than 15 million people have a Duolingo streak longer than 365 days, and growing that dedicated user base is a priority. Von Ahn said artificial intelligence is a major driver of the company's pivot to user growth.

\\"We think that over the next few years, the way people learn is going to change quite significantly,\\" Von Ahn said, adding that \\"the most important thing we can do is capture as much of the market as we can, entice as many users to use Duolingo as possible … and we're prioritizing that pretty much above everything else.\\"

Duolingo reported fourth quarter revenue of $282.9 million, up 35% year over year and ahead of the $275.74 million estimated. Adjusted earnings per share came at $0.84, versus the $0.83 estimate. The company's 2026 outlook, however, landed well short of the $1.26 billion estimated, with full-year revenue guidance of $1.20 billion-$1.22 billion.

Flutter Entertainment's (FLUT) stock fell 12% before the bell on Friday after reporting disappointing revenue. The sports-betting operator reported revenue of $4.74 billion last quarter, below the $4.93 billion projected by analysts.

The Wall Street Journal reports:

Since the start of 2026, the share price has fallen more than 40%, largely due to the proliferation of prediction markets offering products similar to sports wagers.

Flutter Chief Executive Peter Jackson blamed last quarter's results on a lack of “compelling content” for customers to bet on during the second half of the National Football League season.

He said prediction markets weren’t having a “meaningful impact” and stressed the potential opportunity from the company's own recently launched prediction-markets platform.

Still, Flutter noted in a press release that prediction markets “may be attracting some new, incremental entertainment-first recreational customer cohorts.”

Read more here.

Duolingo Inc (DUOL) shares sank 25% before the bell on Friday after reporting fourth quarter earnings, which beat analyst expectations, but issued disappointing guidance for 2026. The company said it is changing its strategy to prioritize user growth over near-term profitability.

Investing.com reports:

The language-learning platform reported adjusted earnings per share of $0.84 for the fourth quarter, beating the analyst estimate of $0.83. Revenue rose 35% YoY to $282.9 million, surpassing the consensus estimate of $275.74 million. However, the company's outlook for 2026 fell significantly short of Wall Street expectations, with first-quarter revenue guidance of $288.5 million below the $291.8 million consensus and full-year revenue guidance of $1.20-$1.22 billion trailing the $1.26 billion estimate. The midpoint of $1.21 billion represents approximately 17% growth, well below analyst expectations.

Daily active users grew 30% YoY to 52.7 million in the fourth quarter, while paid subscribers increased 28% to 12.2 million. However, CEO Luis von Ahn acknowledged that DAU growth decelerated throughout 2025 and expects approximately 20% DAU growth in 2026, down from growth rates exceeding 40% in prior periods.

Read more here.

Yahoo Finance's Francisco Velasquez reports:

C3.ai (AI) is learning the hard way that \\"conviction\\" doesn't pay the bills.

\\"We did not deliver this quarter, full stop,\\" CEO Stephen Ehikian told Yahoo Finance's Opening Bid. \\"I'm not going to sugarcoat that ... that's on me.\\"

In a remarkably blunt post-earnings admission, Ehikian stated that \\"the reality is we were just burning too much money.\\"

To stop that burn, the company slashed 26% of its workforce, a calculated bid to \\"restructure our cost basis\\" and find the \\"maximum flexibility\\" that Ehikian said is required to capture AI scaling and survive the very market he claims is stronger than ever.

The market's verdict was swift and unforgiving. C3.ai stock cratered nearly 20% following the release as investors looked past the rhetoric and focused on a revenue miss that underscored a complete departure from previous guidance.

Read more here.

Intuit (INTU) stock fell about 2.5% in after-hours trading as the company's fiscal third quarter profit forecast disappointed investors.

The third quarter is usually Intuit's strongest, as more users turn to the company for tax help; however, the company said it expects to spend more on marketing to attract customers to its tools, such as TurboTax.

Reuters reports:

The company forecast adjusted earnings per share of $12.45 to $12.51 for the third quarter ending ​April ​30, compared with analysts' average estimate of $12.95, ​according to data compiled by ‌LSEG.

It expects about 10% revenue growth in the quarter, largely in line with analysts' average estimate of 9.9% growth.

The forecasts come amid market fears that the growing use of AI tools would erode demand for traditional software, as customers increasingly seek personalized financial guidance and automated solutions for tasks such ‌as bookkeeping.

To better compete with rivals such ​as H&R Block, Oracle's NetSuite and Microsoft's ​Dynamics 365 Platform, Intuit has ​signed multi-year deals with AI startups Anthropic and OpenAI to ‌integrate their frontier models into its ​software.

Read more here.

Block (XYZ) shares surged more than 22% in extended trading after Jack Dorsey announced the payments company would lay off nearly half of its staff as part of a major bet in artificial intelligence that came alongside the release of its fourth quarter earnings report.

\\"Today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. That means over 4,000 of you are being asked to leave or entering into consultation,\\" Dorsey wrote in a post on X.

\\"Something has changed,\\" Dorsey wrote, framing the decision as a risk intended to position the company for long-term growth. He cited new artificial intelligence tools that can automate work as the reason for the shift, noting that AI is \\"enabling a new way of working which fundamentally changes what it means to build and run a company.\\"

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are…

— jack (@jack) February 26, 2026

In the fourth quarter, Block reported adjusted earnings per share of $0.65, in line with Wall Street estimates. Revenue of $6.25 billion slightly beat expectations of $6.21 billion, according to S&P Global Market Intelligence.

Block also raised its full-year guidance. The company, which supports the CashApp and Square platforms, said it expects gross profit growth of 18% year over year in 2026 and adjusted operating income of $3.20 billion or 26% margin.

Reuters reports:

CoreWeave (CRWV) beat Wall Street estimates for quarterly revenue on Thursday, benefiting ‌from the artificial intelligence boom ‌that has driven companies to its platform for ​the massive computing power needed to train and deploy advanced AI models.

However, shares of the company fell 5% after ‌the bell.

The company reported revenue ‌of $1.57 billion for the ​fourth quarter, compared with ​analysts' average ​estimate of $1.55 billion, according to ‌data compiled by LSEG.

The ​company reported ​an adjusted loss of $284 million, compared with estimates of a loss of $258.9 ​million.

Read more here.

Reuters reports:

Dell forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its ‌artificial intelligence-optimized servers, sending its shares up around 6% in extended ‌trading.

Big Tech firms, such as Alphabet, Microsoft, Amazon and Meta, are expected to spend at least $630 ​billion to build AI infrastructure this year, which would boost demand for vendors like Dell and rival Super Micro Computer.

... Dell expects AI servers revenue to grow 103% to about $50 billion ​in fiscal ​2027.

The company said it has more than ​4,000 AI server customers, including ‌Elon Musk's AI startup xAI and CoreWeave.

Dell forecast annual revenue of $138 billion to $142 billion, above analysts' average estimate of $125.54 billion, according to data compiled by LSEG.

Read more here.

Cloud computing provider Nutanix (NTNX) reported strong earnings and announced a multiyear deal with AMD (AMD) on Wednesday, sending the stock more than 15% higher in premarket trading on Thursday.

For the fiscal second quarter, Nutanix reported adjusted earnings per share of $0.56 for the quarter on revenue of $722.8 million. Wall Street analysts were looking for earnings per share of $0.44 on $709.7 million in revenue, according to S&P Global Market Intelligence.

For the full year, Nutanix said it expects revenue of $2.80 billion to $2.84 billion and a non-GAAP operating margin of 21% to 22%.

Nutanix's new multiyear partnership with AI chipmaker AMD also boosted shares on Thursday as the two companies seek to develop a platform for enterprise agentic AI. AMD said it will invest $250 million in Nutanix shares and joint R&D and go-to-market efforts, and the equity investment is expected to close in the second quarter of 2026.

AMD stock slid 1.5% following the announcement and earnings from its rival Nvidia (NVDA).

Read more here.

American Bitcoin (ABTC), which is backed by two of President Trump's sons, reported a $59 million loss in its fourth quarter earnings on Thursday. The results have come amid a stock and crypto sell-off, wiping out almost 90% of the firm's market value since September. The company's stock price rose 3% before the bell today following the news.

Bloomberg News reports:

American Bitcoin doubled down on a pure mining-and-hoarding strategy just as virtually every major rival fled to artificial intelligence, a bet championed by co-founder Eric Trump that looked prescient when Bitcoin was surging past $126,000 and increasingly precarious with the token trading around $70,000. The cost of that conviction was apparent in a $227 million unrealized loss registered for the year from writing down the value of the company’s Bitcoin reserves.

“With Bitcoin steeply drawn down from the highs, the retention strategy can amplify losses,” said Matthew Kimmell, a digital asset analyst at CoinShares. “The inventory loses value on a mark-to-market basis and investors can begin pricing in balance sheet stress before it appears in operations.”

Read more here.

Shares of Celsius Holdings (CELH) jumped more than 12% in premarket trading on Thursday after the energy drink maker reported better-than-expected fourth quarter earnings as its acquisitions of Rockstar Energy and Alani Nu drove momentum in the business.

Investing.com reports:

The company reported adjusted earnings per share of $0.26, beating the analyst estimate of $0.19 by $0.07. Revenue surged 117% to $721.6 million, topping the consensus estimate of $639.14 million and marking a significant increase from $332.2 million in the prior-year period.

The revenue growth was driven by the acquisitions of Alani Nu and Rockstar Energy, which contributed $370.0 million and $45.0 million respectively during the quarter. However, CELSIUS brand revenue declined approximately 8% compared to the same period last year due to temporary integration-related timing dynamics. The company noted these factors resulted in a short-term misalignment between shipments and promotional activity during the quarter and are not reflective of underlying retail demand trends. Shares jumped 17.8% following the announcement.

\\"2025 was a defining year for Celsius Holdings as we delivered record full-year revenue of $2.5 billion, underscoring the power of our brands and the strength of our growth model,\\" said John Fieldly, Chairman and CEO.

Read more here.

Yahoo Finance's Pras Subramanian reports:

Big Three automaker Stellantis (STLA) reported a massive full-year loss after taking a $26 billion EV-related charge, but saw improving second-half results, suggesting the company's turnaround under CEO Antonio Filosa may be working.

Stellantis — which counts brands like Ram, Jeep, Fiat, and Alfa Romeo in its product portfolio — reported second half net revenue of 79.25 billion euros ($93.47 billion), in range of 78 billion to 80 billion euros ($91.87 to $94.23 billion) forecast, and 10% higher than the 71.86 billion euros ($84.64 billion) reported a year ago.

Stellantis posted a second-half adjusted operating income loss of 1.38 billion euros ($1.63 billion), also in range of the 1.2 billion to 1.5 billion euros ($1.41 billion to 1.77 billion) forecast, a reversal of the 185 million euro ($218 million) gain reported in the second half of 2024, which itself was a massive drop compared to the 10.2 billion euro ($12 billion) profit reported in 2023.

Read more here.

J.M. Smucker (SJM) stock rose 7% before the bell on Thursday after third quarter earnings beat analyst expectations. The company did, however, report a weaker full-year sales outlook, citing a recent fire at one of its manufacturing facilities.

AP reports:

J.M. Smucker Co. (SJM) on Thursday reported a loss of $724.2 million in its fiscal third quarter.

The Orrville, Ohio-based company said it had a loss of $6.79 per share. Earnings, adjusted for asset impairment costs and non-recurring costs, were $2.38 per share.

The results exceeded Wall Street expectations. The average estimate of seven analysts surveyed by Zacks Investment Research was for earnings of $2.27 per share.

Read more here.

Reuters reports:

Qnity Electronics (Q) forecast full-year 2026 earnings above analysts' estimates on Thursday, ‌as the newly listed semiconductor solutions provider ‌benefits from strong demand for artificial intelligence, high‑performance computing and ​next‑generation connectivity.

The company's board of directors also authorized the repurchase of up to $500 million of outstanding common stock. Shares of the Wilmington, Delaware-based company rose ‌about 4% in ⁠premarket trading.

Chip suppliers have been among the biggest beneficiaries of the investment surge ⁠by businesses upgrading infrastructure to support AI-driven workloads.

Qnity, which offers products used in advanced computing, data centers ​and high-speed ​networking, said it ​expects those trends to ‌continue through 2026.

The company was spun off from industrial materials maker DuPont in October and began trading as an independent public company in November.

Read more here.

Nvidia CEO Jensen Huang said the company is \\"close\\" to finalizing its agreement with OpenAI (OPAI.PVT)

\\"We continue to work with OpenAI toward a partnership agreement, and believe we are close,\\" Huang said. \\"We are thrilled with our ongoing partnership with OpenAI, a once-in-a-generation company we've had the pleasure of partnering with since their first days.\\"

“We are close” to a partnership agreement with OpenAI, Nvidia CEO Jensen Huang says. pic.twitter.com/eTfYOyFudQ

— Yahoo Finance (@YahooFinance) February 25, 2026

In September 2025, Nvidia said it planned to invest $100 billion in OpenAI to support artificial intelligence infrastructure. But in early February, Huang said that the $100 billion was “never a commitment,” and a few weeks later, the Financial Times reported that the company was close to finalizing a $30 billion deal to replace the $100 billion one.

On the earnings call, Nvidia executives touted that \\"just about every startup in the world is working on Nvidia's ecosystem.\\" The company has also struck partnerships with rival models, including Anthropic's Claude and Google's Gemini.

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