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— 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.LIVE 213 updatesToday at 3:35 PM UTCJenny McCallShoemaker Steven Madden withholds profit forecast on tariff uncertaintySteve 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:Read more here. Today at 1:26 PM UTCGrace O'DonnellFirst Solar stock tumbles as guidance disappointsFirst 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.”Today at 11:49 AM UTCJenny McCallCircle stock jumps after Q4 revenue rises on stablecoin growthCircle (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:Read more here. Today at 11:37 AM UTCBrooke DiPalmaLowe's earnings beat analyst estimates but full year guidance falls shortLowe'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.Today at 11:11 AM UTCJenny McCallHSBC annual profits fall but top estimatesYahoo Finance UK's Vicky McKeever reports:Read more here. Tue, February 24, 2026 at 9:44 PM UTCIris WinslowHP warns US trade regulations, memory chip costs to weigh on annual forecastsReuters reports:Read the full story here.Tue, February 24, 2026 at 9:31 PM UTCGrace O'DonnellWorkday stock plunges 8% as outlook falls short of expectationsWorkday (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.Join the earnings call live >Tue, February 24, 2026 at 9:22 PM UTCIris WinslowLucid reports mixed Q4 results, $2.8 billion adjusted EBITDA loss for the yearYahoo Finance's Pras Subramanian reports:Read more here.Tue, February 24, 2026 at 12:52 PM UTCGrace O'DonnellPlanet Fitness stock falls 5% after earnings beatPlanet 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.Tue, February 24, 2026 at 12:48 PM UTCJenny McCallConstellation Energy misses Q4 earnings despite revenue beatConstellation 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:Read more here.Tue, February 24, 2026 at 12:36 PM UTCJenny McCallAmerican Tower posts upbeat revenue on strong leasing activity amid 5G, data-center growthReuters reports: Read more here. Tue, February 24, 2026 at 11:38 AM UTCBrooke DiPalmaHome Depot posts better than expected same-store sales growth, driving stock higherHome 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.Mon, February 23, 2026 at 9:56 PM UTCGrace O'DonnellHims & Hers forecasts 2026 revenue above estimates, but the stock is downHims & 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:Read more here.Mon, February 23, 2026 at 1:21 PM UTCGrace O'DonnellDominion stock seesaws after company post earnings in line with estimatesDominion 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.Mon, February 23, 2026 at 12:25 PM UTCBrooke DiPalmaDomino's Pizza beat US same store sales growth estimates as consumers still seek out valueDomino'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.Fri, February 20, 2026 at 9:52 PM UTCMyles UdlandNotable companies expected to report during the week of Feb. 23Domino'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)FridayChart Industries (GTLS), Pearson (PSO), Frontline (FRO), Globalstar (GSAT)Fri, February 20, 2026 at 1:29 PM UTCJenny McCallChemours stock falls after reporting $47M loss in Q4 earningsChemours 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:Read more here. Fri, February 20, 2026 at 9:57 AM UTCJenny McCallLive Nation reports growing annual concert attendance as federal antitrust trial loomsLive 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:Read more here. Fri, February 20, 2026 at 9:23 AM UTCJenny McCallOpendoor stock rallies on 46% jump in home acquisition volumeOpendoor'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:Read more here.Thu, February 19, 2026 at 12:52 PM UTCJenny McCallSweden's Klarna surpasses $1B in Q4 revenue as US growth speeds upReuters reports:Read more here. 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