Earnings
Instacart (CART) topped fourth-quarter estimates with 14% GTV growth and strong 2026 guidance, easing concerns about competition and AI disruption as enterprise expansion and advertising momentum supported results.
Earnings
Crocs (CROX) shares surged after the footwear maker topped fourth-quarter earnings expectations and issued stronger-than-expected profit guidance for fiscal 2026, despite a modest revenue decline.
Earnings
Fastly (FSLY) stock surged after the company reported fourth-quarter revenue of $172.6 million and adjusted earnings of $0.12 per share, both exceeding expectations, as AI-driven traffic boosted growth and margins.
Sector
McDonald’s (MCD) reported stronger-than-expected fourth-quarter results, with global comparable sales accelerating and U.S. traffic rebounding as value promotions and menu innovation helped drive sector leadership.
Earnings
Lyft (LYFT) shares fell sharply after fourth-quarter revenue of $1.59 billion missed expectations, overshadowing record active rider growth and a profit boost tied to a one-time tax accounting adjustment.
Earnings
Shopify (SHOP) shares declined after reporting 31% fourth-quarter revenue growth that beat expectations, as margin guidance and broader software sector pressure weighed on investor sentiment.
Earnings
Zillow Group (ZG) shares fell sharply on Wednesday after the company warned that elevated legal expenses will weigh on 2026 earnings, despite 18% fourth-quarter revenue growth and expanding rentals and mortgage segments.
Price Action
Robinhood (HOOD) fell sharply as cryptocurrency prices declined and fourth-quarter revenue missed expectations, reinforcing how closely trading activity and digital assets remain linked in the current market environment.
Macro
A stronger-than-expected January jobs report showed solid hiring and wage gains, but sharp downward revisions and sector concentration highlight underlying fragility in the labor market.
Earnings
Coca-Cola shares declined after fourth-quarter revenue fell short of expectations, even as earnings beat estimates. The reaction reflected sensitivity to top-line growth and forward organic revenue guidance.
Earnings
Datadog shares surged after a fourth-quarter earnings beat and upside revenue guidance, as investors responded to signs of reaccelerating cloud demand and improving usage trends despite mixed margin expectations.
Earnings
Spotify’s fourth-quarter results triggered an outsized market reaction, as record user growth and margin expansion drove a sharp repricing of the stock despite lingering concerns around revenue growth and currency headwinds.