Yahoo Finance Tue, December 2, 2025 at 11:28 PM GMT+8 1 min read In this article: - StockStory Top Pick SNOW +3.43% CRWD +1.91%
- ^GSPC +0.24% MDB +23.96% GME31248-USD +20.08%
The third quarter earnings season is winding down, and only a handful of major companies have yet to report results.
So far, the Q3 earnings season has been solid. As of Nov. 21, 95% of S&P 500 companies have reported results, according to FactSet data, and analysts are expecting a 13.4% jump in earnings per share during the third quarter. If that figure holds, it would mark the fourth straight quarter of double-digit earnings growth and an acceleration from the 12% earnings growth rate reported in Q2 of this year.
Expectations were much lower coming into the quarter, as analysts expected S&P 500 companies to report a 7.9% jump in earnings per share in Q3, as of Sept. 30.
Source: FactSet Retailers, such as Macy's (M), Dollar Tree (DLTR), American Eagle Outfitters (AEO), and GameStop (GME), report this week, providing further insight into how softening consumer sentiment is impacting purchasing decisions as the holiday shopping season ramps up.
Other reports from Salesforce (CRM), CrowdStrike (CRWD), MongoDB (MDB), Marvell (MRVL), Okta (OKTA), C3.ai (AI), and Snowflake (SNOW) also highlight the first week of earnings in December.
Here are the latest updates from corporate America.
LIVE 251 updates- 47 mins ago Grace O'Donnell
Credo stock surges as strong results reflect AI build-out
Credo (CRDO) stock surged as much as 20% on Tuesday after the company swung to a profit in its fiscal second quarter and touted that it's benefitting from the booming AI build-out.
Credo, which makes cables and other connections for data centers, reported earnings per share of $0.44, topping Wall Street's estimates for profits of $0.30 per share. Revenue of $268 million also beat expectations for $234 million, according to S&P Global Market Intelligence.
For the current quarter, Credo expects revenue to be between $335 million and $345 million. Analysts had an average estimate of $341 million as of Tuesday.
"These are the strongest quarterly results in Credo's history, and they reflect the continued build-out of the world's largest AI training and inference clusters," Credo's CEO William Brennan said on the company's earnings call. "AI clusters are no longer measured in tens of thousands of GPUs. They're now measured in hundreds of thousands and soon millions. The scale, density, and complexity of these systems are pushing every aspect of interconnect."
- Mon, December 1, 2025 at 9:19 PM UTC Grace O'Donnell
MongoDB stock soars after revenue tops guidance, management issues upbeat full-year outlook
MongoDB (MDB) stock soared 15% in extended trading on Monday after the cloud software company reported revenue well above its guidance for the third quarter.
Strength in the Atlas platform drove an increase in revenue, which reached $628.3 million in the quarter, a 19% year-over-year increase. The company previously guided for revenue between $587 million and $592 million.
MongoDB also recorded a $0.02 loss per share, shallower than the $0.78 per share loss analysts were expecting, according to S&P Global Market Intelligence.
"Q3 was an exceptional quarter," MongoDB CEO CJ Desai said. "Existing customers are expanding with us and net-new customer additions continue to show strength. Companies across industries and geographies are choosing MongoDB because we provide a unified data platform that powers mission-critical workloads today and also positions them to capitalize on the emerging AI platform shift."
For the full year, the company expects revenue to hit $2.434 billion to $2.439 billion, up from its previous guidance of $2.34 billion to $2.36 billion.
- Fri, November 28, 2025 at 2:46 PM UTC Grace O'Donnell
Market reactions to Q3 earnings have been more downbeat than usual
S&P 500 company earnings in the third quarter have largely been solid. And with nearly all of the reports in, the 13.4% earnings growth rate so far is likely to hold.
Although most (83%) of the earnings surprises have been to the upside, investors have been less enthusiastic about earnings beats and more punishing about earnings disappointments, as indicated by the reactions in individual stock names.
According to FactSet's John Butters, as of Nov. 21, S&P 500 companies that have reported third quarter earnings beats have seen their stock price increase by an average of 0.4% in the four-day period around their earnings release. This is less than the five-year average increase of 0.9%.
For companies that miss earnings estimates, the reaction has been disproportionately negative.
Companies that report earnings below expectations have seen their stock decrease by 5% on average during the same period (two days before the earnings release through two days after). This is well below the five-year average decrease of 2.6%.
Concerns about an artificial intelligence bubble, slowing consumer spending, and Federal Reserve rate cuts were in flux throughout the season. And sky-high expectations created a high bar for some individual names, such as Nvidia (NVDA).
Wed, November 26, 2025 at 11:59 AM UTC Jenny McCall
Deere outlook falls short as farm rebound remains elusive
Deere and Co's (DE) stock fell 5% before the bell on Wednesday after its first outlook for the year fell short of analysts' expectations. Uncertainty continues to surround the timing for a recovery in the US farm economy.
Bloomberg News reports:
Read more here.
- Tue, November 25, 2025 at 10:45 PM UTC Grace O'Donnell
HP is betting $1 billion on AI — even if it means cutting thousands of jobs, CEO says
Yahoo Finance's Francisco Velasquez reports:
Read more here.
- Tue, November 25, 2025 at 10:22 PM UTC Grace O'Donnell
Workday stock falls as the company issues modestly improved subscription revenue outlook
Workday (WDAY) reported rising earnings that beat estimates on Tuesday, but the stock was down roughly 6% in after-hours trading, as the subscription revenue guidance boost wasn't as large as investors were hoping for.
The company posted earnings per share of $0.94, vs. analyst estimates of $0.87 per share.
Workday recorded $2.432 billion in total revenue during the quarter, including $2.24 billion in subscription revenue. The Street was expecting total revenue to be $2.417 billion.
Its total order backlog increased 17% year over year to $25.96 billion.
For the fourth quarter ending in January, Workday expects subscription revenue of $2.35 billion. The company also updated its full-year fiscal 2026 outlook slightly, guiding for subscription revenue of $8.82 billion, representing growth of 14.4%, compared to its previous guidance of $8.81 billion.
Listen to the earnings call here.
- Tue, November 25, 2025 at 9:47 PM UTC Grace O'Donnell
Zscaler stock drops as operating losses increase from a year ago
Cloud security provider Zscaler (ZS) reported an earnings and revenue beat for its fiscal first quarter, but the stock was under pressure due to the company's operating loss and a weaker-than-expected full-year profit outlook.
Zscaler's net loss per share was $0.07, compared to a loss of $0.11 estimated by analysts, according to S&P Global Market Intelligence. Revenue came in at $788.1 million, an increase of 26% year over year, compared to $773.8 million estimated.
Operating losses increased year over year to $36.3 million during the quarter from $30.6 million a year ago.
For the fourth quarter, Zscaler expects to bring in revenue of $797 million to $799 million. For the full year, the company sees revenue of approximately $3.282 billion to $3.301 billion and net income per share of $3.78 to $3.82. For that last metric, Wall Street was expecting full-year earnings of $4.00 per share.
The stock dropped over 6% in after-hours trading as the earnings call got underway.
You can listen to the earnings call live here.
- Tue, November 25, 2025 at 9:26 PM UTC Grace O'Donnell
Dell forecasts upbeat growth targets on strength in AI server sales
Dell (DELL) stock fell less than 1% in extended trading after the company slightly missed Wall Street's revenue estimates but issued fourth quarter financial guidance above expectations.
From Reuters:
Read more here.
- Tue, November 25, 2025 at 2:19 PM UTC Grace O'Donnell
NIO stock falls despite solid deliveries, narrower-than-expected loss
Chinese EV maker NIO (NIO) reported it delivered 87,071 vehicles in the third quarter of 2025, marking a 40.8% increase year over year as competition in China's EV market has intensified among NIO, XPeng (XPEV), Tesla (TSLA), and others.
Despite posting strong October deliveries and a smaller loss per share than expected, NIO shares fell more than 1% ahead of the opening bell.
NIO reported a loss per share of 1.51 yuan ($0.21) in the September quarter, a shallower loss than the 1.64 yuan ($0.23) loss per share analysts expected. The company's revenue of 21.79 billion yuan ($3.07 billion) came in a bit lighter than estimates for 22.29 billion yuan ($3.14 billion).
"The strong momentum was driven by the all-around competitiveness of our NIO, ONVO, and FIREFLY brand offerings, which continue to resonate with users across their respective market segments,” NIO CEO William Bin Li said. “We are working closely with supply chain partners to ramp up production and expect total deliveries in the fourth quarter to reach between 120,000 and 125,000 units, reflecting a year-on-year increase of 65.1% to 72.0% and setting a new quarterly record.”
Listen to a replay of the company's earnings call here.
- Tue, November 25, 2025 at 1:33 PM UTC Grace O'Donnell
Dick's Sporting Goods reports earnings miss, completes Foot Locker acquisition
Dick's Sporting Goods (DKS) stock fell after the company reported its first quarterly results since acquiring Foot Locker.
Shares fell 2% in premarket trading after the sporting goods retailer reported GAAP earnings per diluted share of $2.07, compared to estimates of $2.71, according to S&P Global Market Intelligence.
Dick's Sporting Goods also raised its full-year earnings guidance to a range of $14.25 to $14.55, up from $13.90 to $14.50 previously.
In the third quarter, same-store sales increased 5.7% year over year during the quarter. But the company's cost of goods sold also rose as the company increased inventories and completed its Foot Locker acquisition.
- Tue, November 25, 2025 at 1:05 PM UTC Grace O'Donnell
Abercrombie & Fitch stock surges on earnings beat, fueled by Hollister sales
Abercrombie & Fitch (ANF) stock surged over 18% in premarket trading after strong sales at the company's Hollister brand lifted earnings.
The retailer reported earnings per share of $2.36, compared to analysts' estimates of $2.16, according to S&P Global Market Intelligence. Net sales reached $1.29 billion, also above estimates for $1.27 billion.
Overall, same-store sales rose 3% year over year, driven by a 15% sales increase for the Hollister brand and a 7% sales decline for Abercrombie.
“We achieved three years of consecutive quarterly sales growth, delivering record third quarter net sales, with 7% growth to last year," CEO Fran Horowitz said in the release. "Hollister brands grew 16% on a strong finish to back-to-school and fall seasonal transition. Abercrombie brands made sequential progress in-line with our expectations, and we are tightly managing inventory as we aim for fourth quarter brand net sales to be approximately flat to last year’s record."
The company raised the lower end of its full-year outlook for net sales growth to a range of 6% to 7%, while net income per diluted share is expected to come in at $10.20 to $10.50. Previously, the company saw net sales growing 5% to 7% and net income in a range of $10.00 to $10.50.
Best Buy earnings beat Wall Streets forecasts, company raises outlook
Best Buy's (BBY) third quarter results beat analysts' estimates as the company raised its full-year outlook on Tuesday.
The retailer, which is heading into the holiday season, said that its sales were driven by "strong results across computing, gaming and mobile phones." Shares in Best Buy rose 3% during premarket trading.
Yahoo Finance's senior reporter Brooke DiPalma looks into the latest earnings report from the retail chain.
Read more here.
Kohl’s shares soar as Q3 results beat expectations
Kohl's (KSS) stock soared 42% on Tuesday after the retailer reported better-than-expected third quarter results. Both earnings and revenue surpassed Wall Street estimates. The retailer also increased its full-year outlook.
Investing.com reports:
Read more here.
Alibaba rises after beating quarterly revenue estimates
Alibaba (BABA) stock rose 4% before the bell on Tuesday after the Chinese e-commerce giant beat analysts' estimates for quarterly revenue, as investments in one-hour delivery helped drive more users to its shopping apps, while its cloud division reported strong growth.
Reuters reports:
Read more here.
- Mon, November 24, 2025 at 9:32 PM UTC Grace O'Donnell
Agilent beats quarterly revenue estimates on strong demand for lab tools
From Reuters:
Read more here.
- Mon, November 24, 2025 at 9:25 PM UTC Grace O'Donnell
Zoom reports upbeat earnings, outlook as AI adoption grows 'meaningfully'
Zoom (ZM) stock bounced 3% higher in extended trading on Monday after the communications software company beat earnings expectations, raised its annual outlook, and increased its stock buyback authorization by $1 billion.
Here's what Zoom reported for the third quarter, compared to estimates compiled by S&P Global Market Intelligence.
Zoom CEO Eric Yuan noted that customers' adoption of the company's AI offerings continues to expand, something investors were watching going into the report, along with AI monetization.
“Zoom is continuing to build on our vision of an AI‑first platform that helps people connect and collaborate more seamlessly,” Yuan said. “This quarter we announced AI Companion 3.0, and we’re thrilled to see AI Companion adoption grow meaningfully. We’re also seeing strong momentum with Custom AI Companion and our AI‑first Customer Experience suite, which helped make this one of our best CX quarters, with broad AI adoption across major deals."
Zoom also raised its financial outlook slightly. The company now expects total revenue for the year between $4.852 billion and $4.857 billion, compared to its prior guidance of between $4.825 billion and $4.835 billion.
The company also raised its earnings per share guidance to a range of $5.95-$5.97 from $5.81-$5.84 previously.
Prosus doubles half-year core profit amid e-commerce pivot
Reuters reports:
Read more here.
- Fri, November 21, 2025 at 8:25 PM UTC Grace O'Donnell
S&P 500 Q3 revenue growth tracking for highest mark in 3 years; 'Mag 7' posts lowest earnings growth since 2023
With nearly all S&P 500 (^GSPC) companies' third quarter earnings reports logged, the index is tracking for an earnings growth rate of 13.4%, according to FactSet's John Butters. While 83% of companies have reported a positive earnings surprise, it's the revenue growth in Q3 that stands out.
Butters notes that S&P 500 companies are reporting the highest revenue growth rate in three years.
If it holds, the S&P 500's current blended revenue growth rate of 8.4% in Q3 would be the highest mark since Q3 2022, when the index posted a revenue growth rate of 11%.
The Health Care, Financials, and Consumer Discretionary sectors have led the revenue growth trend, with companies such as Cardinal Health (CAH), Morgan Stanley (MS), Ford (F), Amazon (AMZN), and Tesla (TSLA), among many others, contributing significantly.
S&P 500 revenue growth is tracking for the highest level in three years. (FactSet) At the same time, earnings growth has slowed for the tech highfliers that have led the markets.
Now that Nvidia (NVDA), the last of the "Magnificent Seven" companies to report earnings, has issued its quarterly release, Butters writes that the Magnificent Seven reported earnings growth of 18.4% for the third quarter.
That's the lowest earnings growth rate for this group of stocks (Apple (AAPL), Alphabet (GOOGL, GOOG), Microsoft (MSFT), Amazon, Meta (META), Tesla, and Nvidia) since Q1 of 2023.
"The weaker performance relative to analyst expectations and the lower earnings growth rate for the 'Magnificent 7' companies are mainly due to the negative EPS surprise reported by Meta Platforms ($1.05 vs. $6.72) for Q3," Butters explained.
"Despite the lower growth rate relative to recent quarters, four of the 'Magnificent 7' companies (NVIDIA, Alphabet, Amazon.com, and Microsoft) are among the top seven contributors to earnings growth for the S&P 500 for the third quarter."
- Fri, November 21, 2025 at 7:52 PM UTC Grace O'Donnell
Gap CEO says company is 'winning' across all income cohorts despite macro pressure
Gap (GAP) stock climbed more than 9% in midday trading Friday as investors cheered on a strong quarter from the apparel company.
In an interview with Yahoo Finance, Gap CEO Richard Dickson described the company's latest quarterly performance as a "playbook" that's working.
Yahoo Finance's Francisco Velasquez reports:
Read more here.
VinFast's quarterly loss widens on hefty spending
Reuters reports:
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