Earnings live: Cleveland-Cliffs stock slides after revenue miss, Monday.com stock tanks

The fourth quarter earnings season is more than halfway over, and the S&P 500 is on track for solid earnings growth. As of Feb. 6, 59% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate a 13% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index and the fifth consecutive quarter of double-digit growth. S&P 500 earnings growth estimates. (Chart: FactSet) Heading into the reporting period, analysts were expecting an 8.3% jump in earnings per share, down from the third quarter's 13.6% earnings growth rate. Wall Street has raised its earnings expectations in recent months, especially for tech companies, which have driven earnings growth in recent quarters. Massive Big Tech capital expenditures set the tone for the AI trade. Plus, the themes that drove the markets in 2025 — artificial intelligence, the Trump administration's tariff and economic policies, and a K-shaped consumer economy — continue to provide plenty for investors to parse. This week, investors will digest results from Coca-Cola (KO), Spotify (SPOT), Robinhood (HOOD), Lyft (LYFT), Ford (F), Rivian (RIVN), Moderna (MRNA), Airbnb (ABNB), and Coinbase (COIN). LIVE 140 updates Today at 1:27 PM UTC Grace O'Donnell Kyndryl delays quarterly filing, flags financial reporting concerns Kyndryl stock plummeted 42% in premarket trading after the IT infrastructure services provider said it would delay filing its 10-Q report with the Securities and Exchange Commission and announced a change in leadership in the CFO position. Reuters reports: Read more here. Today at 1:00 PM UTC Grace O'Donnell Monday.com stock dives over 14% as guidance disappoints Monday.com shares tanked 14% after the software maker beat earnings estimates but posted guidance that disappointed Wall Street. In the fourth quarter, Monday.com reported adjusted earnings per share of $1.04, beating estimates of $0.92. Revenue grew 25% year over year to $333.9 million, also beating expectations of $329.6 million, according to S&P Global Market Intelligence consensus estimates. However, the company's first quarter revenue guidance of $338 million to $340 million came in below expectations of $342 million. Operating income is expected in a range of $37 million to $39 million, compared to the $45 million the Street was expecting. The stock faced significant losses recently as part of a sell-off in software stocks, as investors questioned whether the disruption from artificial intelligence could take a bigger bite out of these companies' profits than previously expected. Year to date, Monday.com stock is down 33%. Today at 12:49 PM UTC Grace O'Donnell Cleveland-Cliffs stock drops after revenue misses estimates Cleveland-Cliffs (CLF) stock fell more than 3% after fourth quarter revenue missed expectations. The steel producer recorded a net loss per share of $0.44, which was narrower than the $0.60 loss Wall Street was expecting, according to S&P Global Market Intelligence. Revenue of $4.3 billion fell short of estimates of $4.5 billion. Cleveland-Cliffs CEO Lourenco Goncalves cited weakness in the auto sector, a "value-destructive" slab contract, and a negative situation in the Canadian market as reasons for the revenue miss. “Our performance in 2025 was negatively affected by persistently weak production levels from the automotive sector throughout the entire year, an expiring five-year slab contract becoming value-destructive during its last year, and a newly adverse dynamic in the Canadian market," Goncalves said in a statement. "Fortunately, as we started 2026, these negative situations have all improved." In the fourth quarter, Cleveland-Cliffs had 3.77 million net tons in steel shipments, compared to 3.8 million tons in the same period a year earlier. For 2026, Cleveland-Cliffs expects to ship 16.5 million to 17 million tons of steel. Fri, February 6, 2026 at 9:22 PM UTC Grace O'Donnell 3 themes from Q4 earnings season so far With over half of S&P 500 companies having reported so far, BlackRock chief investment and portfolio strategist of the Americas, Gargi Chaudhuri, shared some themes that have emerged so far this earnings season. The three things Chaudhuri has been focused on: Watch the interview below: Fri, February 6, 2026 at 8:26 PM UTC Grace O'Donnell How Roblox plans to attract 30-somethings onto its gaming platform Yahoo Finance's Francisco Velasquez reports: Read more here. Fri, February 6, 2026 at 2:00 PM UTC Grace O'Donnell Philip Morris stock falls on weaker-than-expected 2026 profit forecast Philip Morris (PM) stock dropped 2% in premarket trading on Friday after the tobacco company reported a weaker-than-expected full-year profit forecast. For the full year, Philip Morris expects earnings per share of $7.87 to $8.02 in 2026, a miss compared to the $8.08 midpoint the Street was looking for. For the fourth quarter, here's how the company performed against consensus estimates compiled by S&P Global: Philip Morris' smoke-free business, which makes up 41% of its revenues and includes products like Zyn nicotine pouches, continued to drive growth. In the fourth quarter, smoke-free shipment volumes increased 8.5%, while cigarette volumes declined 2.2%. Listen to the earnings call here. Fri, February 6, 2026 at 1:21 PM UTC Grace O'Donnell Toyota announces CEO change, stock climbs Shares in Toyota (TM) rose 2% on Friday morning after the company announced a CEO change and fourth quarter results. The world's top-selling automaker said its CFO Kenta Kon will become CEO and president, replacing Koji Sato in April. Sato will remain vice chairman at Toyota Motor Corp. The company also announced fourth quarter operating income of 1.2 trillion Japanese yen ($7.6 billion), a decline from the year before but above Wall Street's expectations. Revenue of 13.4 trillion yen ($85 billion) was also ahead of estimates of 12.8 trillion yen ($81 billion), according to S&P Global Market Intelligence. "Despite the continued impact of US tariffs, strong demand supported by product competitiveness has led to increased sales volumes, and we achieved a high level of profit due to price revisions," the company said in its earnings presentation. Thu, February 5, 2026 at 9:44 PM UTC Grace O'Donnell Roblox forecasts strong annual bookings as gaming platform momentum grows Reuters reports: Read more here. Thu, February 5, 2026 at 9:26 PM UTC Grace O'Donnell Reddit forecasts revenue above estimates as AI fuels ad sales Reddit (RDDT) stock rose 6% after reporting earnings. The social media platform issued a better-than-expected first quarter revenue forecast on the back of artificial intelligence enhancements to its ad platform. From Reuters: Read more here. Thu, February 5, 2026 at 9:21 PM UTC Grace O'Donnell Amazon tops Q4 earnings, but $200B projected spending sends stock sinking Yahoo Finance's Daniel Howley breaks down Amazon's Q4 earnings report: Read the full story here. Thu, February 5, 2026 at 9:18 PM UTC Grace O'Donnell Strategy reports quarterly loss as the stock gets crushed by bitcoin sell-off Strategy stock (MSTR) tumbled 17% on Thursday before taking another 1% hit after-hours following the release of its fourth quarter earnings. The software company led by Michael Saylor pioneered the model for companies to hoard bitcoin in corporate treasuries. These days, it’s seen as an investment proxy for bitcoin, with that side of the business becoming its organizing principle. The gambit seemed to work last year when bitcoin advanced higher and higher on hopes of easier regulation. But as the sell-off in bitcoin intensified on Thursday, it highlighted the risks in Strategy's long-term holding strategy that could make it harder for the company to raise capital. Strategy currently holds 713,502 bitcoins with an average purchase price of $76,052. On Thursday, bitcoin's spot price fell to around $63,000, bringing the company's unrealized losses to about $8.9 billion. "HODL," Saylor tweeted on Thursday, referring to a tongue-in-cheek term in the crypto community that has evolved to mean "hold on for dear life." For the fourth quarter, Strategy reported an operating loss of $17.4 billion, compared to an operating loss of $1 billion in Q4 2024. It also reported a net loss of $12.4 billion, or $42.93 per share, well below the $5.5 billion loss to $6.3 billion profit range the company indicated in December, when it slashed its forecast from a net profit of $24 billion. The Street was expecting a loss of $20.99 per share. In the software operations, revenue increased 1.9% year over year to $123 million, driven by strong growth in product licenses and subscription services. In December, Strategy also created a US dollar reserve worth $2.25 billion, which the company said provides more than two and a half years of funds to cover its dividend. Remarking on the reserve, CFO Andrew Kang said that "Strategy’s capital structure is stronger and more resilient today than ever before.” Listen to Strategy's earnings call live on the stock quote page. Thu, February 5, 2026 at 1:32 PM UTC Grace O'Donnell Peloton posts lackluster quarter amid turnaround efforts Peloton (PTON) stock tumbled more than 9% in premarket trading after the connected fitness company reported a lackluster holiday quarter that failed to deliver results and shared that its CFO Liz Coddington would be departing. For the fiscal second quarter, Peloton recorded a basic loss per share of $0.09, wider than the $0.06 loss expected. Revenue was $656.5 million in the quarter, below expectations for $675.1 million, according to S&P Global Market Intelligence. Subscriptions to its connected fitness service dropped 7% year over year to 2.66 million after the company raised prices at the beginning of October. Peloton also forecast a challenging quarter ahead as the company transforms its product lineup and tries to stabilize shrinking sales. The company has added new features to its lineup, including a CrossFit training series, as it attempts to revamp offerings. In its fiscal third quarter, Peloton expects subscriptions to decrease by 8% year over year to a range of 2.65 million to 2.67 million. Revenue is expected to come in between $605 million and $625 million, a 1% decline year over year. Thu, February 5, 2026 at 1:02 PM UTC Jenny McCall Hershey's outlook tops estimates on price hikes, new items Hershey Co's (HSY) stock edged higher by 2% before the bell on Thursday after reporting an upbeat outlook. The US confectionery company said higher prices and new products had helped to boost its performance. Bloomberg News reports: Read more here. Thu, February 5, 2026 at 12:16 PM UTC Jenny McCall Estée Lauder shares tumble as tariff concerns overshadow strong Q2 results Estee Lauder (EL) shares slumped 10% before the bell on Thursday, despite beating analysts' estimates on earnings per share and revenue, but tariff woes caused the beauty group's shares to tumble. Investing.com reports: Read more here. Thu, February 5, 2026 at 11:28 AM UTC Reuters Cigna 2026 forecast misses Wall Street expectations Reuters reports: Read more here. Thu, February 5, 2026 at 10:31 AM UTC Reuters Maersk Q4 meets forecasts, falling freight rates to weigh on 2026 profits Reuters reports: Read more here. Thu, February 5, 2026 at 10:05 AM UTC Jenny McCall Shell stock dips on Q4 profit miss but announces another $3.5B buyback Shell (SHEL) stock fell 2% before the bell on Thursday after reporting fourth quarter profit that missed analysts' expectations. The group did, however, announce a $3.5 billion share buyback. Yahoo Finance UK's Vicky McKeever reports on the latest results. Read more here. Wed, February 4, 2026 at 10:03 PM UTC Grace O'Donnell Arm Holdings shares fall as licensing sales miss estimates From Reuters: Read more here. Wed, February 4, 2026 at 10:01 PM UTC Grace O'Donnell E.l.f. Beauty stock jumps on upbeat profit guidance E.l.f. Beauty (ELF) demonstrated resilience in the fourth quarter following a difficult 2025, with a strong earnings beat and guidance raise. The affordable cosmetics manufacturer lifted its full-year 2026 sales outlook to a range of $1.6 billion to $1.61 billion from its previous range of $1.55 billion to $1.57 billion. The company also sees greater earnings per share of $3.05-$3.10, an increase from the previous range of $2.80-$2.85. The stock soared by as much as 14% in after-hours trading as the company looks to regain its footing after higher tariffs and other challenges led the stock to lose 40% in 2025. However, the stock pared some of those gains, perhaps due to lower gross margins amid ongoing tariff costs. Last year, the company also acquired Hailey Bieber's Rhode brand. In the fourth quarter, e.l.f. reported better-than-expected earnings per share of $0.65 versus $0.55 expected by Wall Street analysts. Net sales jumped 38% to $489.5 million, topping estimates of $461 million, according to S&P Global Market Intelligence. "Our value proposition, powerhouse innovation and disruptive marketing engine continue to fuel our brands," CEO Tarang Amin said in a statement. "We remain confident in our ability to grow market share and deliver best-in-class growth in beauty, as reflected by our raised fiscal 2026 outlook." Read more about e.l.f.'s quarter from Reuters. Wed, February 4, 2026 at 9:39 PM UTC Grace O'Donnell Snap reports upbeat fourth quarter revenue as holiday season boosts ad spending Snap (SNAP) stock galloped higher after a strong holiday quarter for advertising lifted earnings above Wall Street's estimates. For the fourth quarter, the video messaging app reported revenue of $1.71 billion and earnings per share of $0.03. That beat Wall Street estimates of $1.7 billion in revenue and a $0.03 loss per share, according to S&P Global Market Intelligence. Reuters reports: Read more here. Wed, February 4, 2026 at 9:29 PM UTC Grace O'Donnell Alphabet 2026 spending forecast soars past Wall Street expectations as Google parent goes all in on AI Yahoo Finance's Laura Bratton reports: Read the full earnings breakdown here. Wed, February 4, 2026 at 9:27 PM UTC Grace O'Donnell Qualcomm stock dives as memory chip shortage weighs on financial outlook Qualcomm (QCOM) stock fell around 8% in extended trading after the chip designer's results beat on the top and bottom lines but its forecast was lighter than expected. A memory chip shortage stemming from data center developers scooping up chips and chipmakers shifting production to cater to AI demand added pressure to the company's outlook. In the fiscal first quarter, the company said revenue increased 5% year over year to $12.3 billion, while earnings per share rose to $2.78. Qualcomm beat analyst estimates on the top and bottom lines, with consensus estimates forecasting $12.1 billion in revenue and earnings per share of $2.75, according to S&P Global Market Intelligence. However, the outlook for the fiscal second quarter dimmed as a supply crunch in memory chips weighs on margins and the smartphone market. Second quarter revenue is expected in the range of $10.2 billion to $11 billion (analysts were looking for $11 billion at the midpoint). Adjusted diluted earnings per share are expected to be in the range of $2.45 to $2.65 (the Street was hoping for $2.87). "While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals,” Qualcomm CEO Cristiano Amon said in the earnings release. Wed, February 4, 2026 at 4:30 PM UTC Jake Conley The backlog just keeps growing,' Eaton CEO says as data center orders tripled During the fourth quarter earnings call for power management giant Eaton Corporation (ETN), CEO Paulo Ruiz Sternadt said the company's backlog of orders "just keeps growing" and projected a continued firehose of demand as the AI arms race powers on. Data center orders at Eaton roughly tripled in the fourth quarter over the prior year, while the backlog for its "Electrical Americas" division grew by 31% quarter-on-quarter to hit a new record, Sternadt said during the call on Tuesday. Eaton's stock price spiked after the report and is up by more than 6% over the past five trading sessions and by more than 16% on the year. Eaton reported fourth quarter revenue at $7.05 billion, outperforming revenue of $6.24 billion from a year ago but falling below analysts' expectations of $7.09 billion. On the bottom line, the company reported adjusted earnings per share of $3.33 per share, outperforming estimates of $3.32 per share. Talking about Eaton's strong order backlog, Sternadt attributed much of the company's success to the demand from AI hyperscalers. "You probably noticed on recent news from the hyperscalers that they reconfirmed their capex plans for 2026 — this is also great news that supports these projects," Sternadt said. "Multi-tenant and new cloud players, they are so active, never seen them so active as they are today. If I'm to summarize the market picture here, lots of strength, and these projects will take years to complete. So that's what gives us the optimism in the future." Wed, February 4, 2026 at 3:57 PM UTC Grace O'Donnell GE HealthCare stock rises on earnings beat and guidance raise GE HealthCare (GEHC) reported better-than-expected profits in the fourth quarter and issued a 2026 financial outlook ahead of Wall Street's estimates, as the company expects stronger demand and fewer tariff-related cost impacts this year. The medical device maker's adjusted profit per share forecast was between $4.95 and $5.15. Analysts were expecting guidance of $4.92 per share, according to data compiled by LSEG. For 2026, GE HealthCare also expects revenue growth in the range of 3% to 4% year over year. The stock popped 6% in morning trading on Wednesday. From Reuters: Read more here. Wed, February 4, 2026 at 12:24 PM UTC Grace O'Donnell Novo Nordisk extends decline after company forecasts steep drop in sales Novo Nordisk stock extended losses on Wednesday after a downbeat sales forecast sent shares sharply lower on Tuesday. Bloomberg reports: Read more here. Wed, February 4, 2026 at 12:22 PM UTC Jenny McCall Enphase jumps after earnings top analysts estimates Enphase Energy (ENPH) stock soared 20% during premarket hours after the company's profit and revenue beat analysts' estimates. The technology company's shares have risen 10% over the past month, but are down almost 42% for the year. The AP reports: Read more here. Wed, February 4, 2026 at 12:21 PM UTC Jenny McCall Supermicro stock jumps after raising annual revenue forecast Supermicro (SMCI) stock jumped 11% before the bell on Wednesday after the server maker raised its annual revenue forecast on Tuesday, citing continued strong demand for its AI servers, driven by companies expanding their data centre capacity. Reuters reports: Read more here. Wed, February 4, 2026 at 12:18 PM UTC Grace O'Donnell Uber stock drops after missing Q4 estimates, issuing disappointing guidance Uber (UBER) stock dropped more than 8% in premarket trading after the ride-hailing giant issued first quarter profit guidance that disappointed investors. The company also missed fourth quarter estimates as its more affordable ride options affected margins. And in other news, Uber said its CFO, Prashanth Mahendra-Rajah, will step down and be succeeded by Balaji Krishnamurthy, a former Goldman Sachs executive. Reuters reports: Read more here. Wed, February 4, 2026 at 12:17 PM UTC Jenny McCall Eli Lilly sees 2026 profit above estimates as demand for weight‑loss drugs soars Eli Lilly (LLY) stock jumped 7% before the bell on Wednesday after the pharmaceutical group provided a 2026 profit forecast above Wall Street estimates. The company said it is hoping demand for its weight-loss drugs rises as it gets ready to release its oral weight-loss pill this year. Reuters reports: Read more here. Tue, February 3, 2026 at 9:56 PM UTC Grace O'Donnell Match Group forecasts upbeat revenue as turnaround gains traction Match Group (MTCH) stock surged more than 7% in extended trading, nearly recovering all of Tuesday's losses, after the Tinder parent issued an upbeat revenue outlook for the first quarter and showed signs of progress in its turnaround. From Reuters: Read more here. Tue, February 3, 2026 at 9:54 PM UTC Grace O'Donnell Amgen quarterly results beat Street estimates on higher sales, lower tax rate Amgen (AMGN) stock advanced 1.5% after hours following solid fourth quarter results from the drug manufacturer, as drug sales increased 7%. From Reuters: Read more here.  Tue, February 3, 2026 at 9:43 PM UTC Grace O'Donnell AMD posts better-than-anticipated Q4 earnings and Q1 outlook but stock falls Yahoo Finance's Daniel Howley reports: Read the full earnings breakdown here. Tue, February 3, 2026 at 9:42 PM UTC Grace O'Donnell Chipotle stock sinks after company reports Q4 same-store sales drop 2.5%, forecasts no sales growth in 2026 Chipotle (CMG) stock dropped 3% in after-hours trading. The burrito-bowl chain said on Tuesday afternoon that same-store sales fell in the fourth quarter and told investors it expects no sales growth in 2026 as it continued to navigate a decline in traffic. Yahoo Finance's Brooke DiPalma reports: Read the full earnings story here. Tue, February 3, 2026 at 9:39 PM UTC Grace O'Donnell Cocoa prices weigh on Mondelez fourth quarter profits Mondelez International's (MDLZ) profits declined in the fourth quarter and full year 2025 as soaring cocoa prices throughout the year and consumers snacking less created some profitability headwinds. Shares of the Ritz cracker and Oreo cookie maker dropped more than 4% in extended trading. In the fourth quarter, Mondelez reported earnings per share of $0.51, falling short of expectations of $0.68 per share, according to consensus estimates compiled by S&P Global. Revenue increased 9.3% year over year to $10.4 billion, beating estimates of $10.2 billion. Ahead of the report, Jefferies analyst Scott Marks wrote that Mondelez is in a transitional phase as it seeks to stabilize volume declines and reinvest in its brands. Some relief may be on the way for the higher commodity prices that have plagued chocolate and food companies over the past year. In the past month, cocoa prices (CC=F) have fallen 27%, which is expected to ease pressure on margins. For the full year, Mondelez earnings per share dropped 44% to $1.89 from $3.42 in 2024. For 2026, the company expects net revenue growth to be flat to up 2% and adjusted earnings per share growth to be flat to up 5%. Tue, February 3, 2026 at 2:01 PM UTC Jake Conley Galaxy Digital loses nearly $500 million in Q4 after crypto crash Shares in Galaxy Digital (GLXY) fell by more than 4% after the company disclosed Tuesday morning that it lost nearly $500 million and posted negative adjusted earnings for the fourth quarter, driven by "depreciation of digital asset prices in the quarter." Michael Novogratz's digital assets-focused financial services firm reported a fourth quarter adjusted loss per share of $1.08, falling below analyst estimates for a loss per share of $0.92. Galaxy Digital also missed on revenue for the quarter, reporting $10.2 billion in revenue against analyst estimates of $12.15 billion. The company said in a press release announcing the earnings that its loss in crypto-driven revenue reflects "a softer macro environment and lower industry trading volumes and onchain activity." Galaxy Digital also noted that its digital assets trading volumes declined by approximately 40% quarter-on-quarter, "reflecting softer client activity following a record Q3." In Galaxy Digital's data center division, the company said it "remains on track to deliver 133MW of critical IT load to CoreWeave in the first half of 2026" and that it "received ERCOT approval for an additional 830 MW of power capacity," bringing the total approved capacity for its Helios campus to 1.6 gigawatts. bringing Helios’ total approved capacity to more than 1.6 gigawatts. Tue, February 3, 2026 at 1:14 PM UTC Grace O'Donnell Teradyne stock soars after company forecasts upbeat quarterly results Teradyne (TER) stock surged 24% in premarket trading on Tuesday after the chip-testing equipment manufacturer issued earnings guidance on Monday that blew past Wall Street's expectations as companies' ​multibillion-dollar spending plans for data centers fueled demand. Reuters reports: Read more here. Tue, February 3, 2026 at 12:39 PM UTC Jenny McCall PayPal stock sinks after forecasting 2026 profit below estimates PayPal (PYPL) stock fell 15% before the bell on Tuesday after issuing a disappointing profit forecast for 2026 and reporting fourth quarter earnings below Wall Street estimates. The online payment company said it had been pressured by weaker US retail spending and slow growth within its branded checkout segment. The group also named HP's (HPQ) Enrique Lores as president and CEO, effective ‌March 1. Reuters reports: Read more here. Tue, February 3, 2026 at 12:02 PM UTC Jenny McCall Pfizer beats fourth quarter profit estimates on robust drug demand Pfizer (PFE) topped Wall Street estimates for the fourth quarter profit on Tuesday. The company's earnings were boosted by continued demand for its older drugs, such as blood thinner Eliquis and heart disease drug Vyndaqel. The pharmaceutical group's stock fell 1% before the bell. Reuters reports: Read more here. Tue, February 3, 2026 at 11:57 AM UTC Reuters Merck forecasts 2026 sales below estimates on patent losses Reuters reports: Read more here. Tue, February 3, 2026 at 11:36 AM UTC Jenny McCall PepsiCo tops quarterly revenue estimates on resilient demand for sodas PepsiCo (PEP) beat analysts' estimates for fourth quarter revenue on Tuesday, as strong demand for its drinks in international markets, as well as strength in its low-sugar beverages in the US helped the food and beverage giant to reiterate its 2026 forecast. Cans of Pepsi are seen at the PepsiCo Walkers factory in Leicester, Britain, August 14, 2024. REUTERS/Hollie Adams · Reuters / Reuters Reuters reports: Read more here. Mon, February 2, 2026 at 10:16 PM UTC Grace O'Donnell Palantir CEO on Q4 beat: 'We are a different species of company' Speaking about the company's Q4 results and recent sell-off in software stocks, Palantir CEO Alex Karp said that there's no guarantee the company won't be disrupted by artificial intelligence but that the company's investments in AI are paying off. "Honestly, it looks like the products and the culture we have are ideally built for the time we are in now," Karp told Yahoo Finance's Josh Lipton. "We are a different species of company." Palantir stock was up 5% as the earnings call began. Join a livestream of the earnings call here. Mon, February 2, 2026 at 9:27 PM UTC Grace O'Donnell NXP stock falls despite earnings beat as Automotive growth stabilizes NXP Semiconductors (NXPI) stock skidded 5% lower in extended hours after the semiconductor company's Automotive revenue failed to impress investors. In the fourth quarter, NXP reported adjusted profits of $3.35 per share, surpassing Wall Street estimates for adjusted earnings of $3.31 per share. The company posted revenue of $3.34 billion, slightly above expectations for $3.3 billion. "Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI," NXP's CEO Rafael Sotomayor said. Revenue growth for NXP's Automotive segment, which contributes over half of NXP's total revenue, moderated to a 5% annual rate from the third quarter's 6% growth. The segment brought in $1.8 billion in Q4, which came in a bit lighter than expectations for $1.9 billion. The Industrial and Internet of Things unit reported 24% annual revenue growth ($640 million), the Mobile unit reported 22% revenue growth ($485 million), and Communication Infrastructure declined by 18% year over year ($334 million). For the first quarter, NXP forecast revenue of $3.15 billion at the midpoint and diluted earnings per share of $4.21, which were ahead of the Street's estimates for $3.09 billion in revenue and $2.95 per share, according to S&P Global Market Intelligence. Mon, February 2, 2026 at 9:14 PM UTC Grace O'Donnell Palantir Q4 earnings beat Wall Street estimates on strong sales to US businesses Palantir stock (PLTR) surged more than 6% immediately after reporting results, as US commercial and government revenue drove better-than-expected earnings in the fourth quarter. Yahoo Finance's Laura Bratton reports: Read more here. Mon, February 2, 2026 at 4:55 PM UTC Grace O'Donnell Palantir expected to see 'very strong' Q4 earnings report following stock sell-off Wall Street expects Palantir (PLTR) to report another blowout quarter when it releases quarterly results after the closing bell on Monday. Yahoo Finance's Laura Bratton previews what to expect when Palantir reports: Read more here. Mon, February 2, 2026 at 2:45 PM UTC Grace O'Donnell 'The haves and the have-nots': Wall Street sees divide in tech stock performance after earnings reports Big Tech winners and laggards emerged over the past week as Wall Street looked through earnings releases for clear signs of returns on AI investments to determine market leaders. Yahoo Finance's Ines Ferré reports: Read more here. Mon, February 2, 2026 at 12:24 PM UTC Brooke DiPalma Tyson Foods beats quarterly profit estimates as chicken demand offset 'all-time high' beef prices Tyson Foods reported better-than-expected first quarter results on Monday before market open, boosted by volume growth in chicken that offset the decline in beef. The volume "shortfall" in beef alone was roughly 133 million pounds from the fourth quarter to the first quarter, CEO Donnie King told Yahoo Finance exclusively in an interview. The major decline was countered by growth in chicken, pork, its prepared business like Jimmy Dean, and the international segment, leading to a net decline of 22 million pounds overall. Chicken prices fell 0.10% during the quarter, while beef prices surged more than 17.2%. "The prices we paid for cattle were at an all-time high," King said, adding that cutout prices — the estimated value of the carcass based on wholesale cuts like rib, chuck, round, loin, brisket, and flank — were "very high." In November, the company announced the closure of a beef facility in Lexington, Neb., and said it plans to lower production at its beef plant in Amarillo, Texas. King said the closures will be reflected in the second quarter results and are in an effort to "rightsize" its footprint and reflect what "cattle availability would be in the future." Cattle supply is down 1% compared to last year, per the USDA, and King expects supply to remain "tight" throughout 2026 and 2027. For 2026, the company expects sales to increase 2% to 4% year over year, alongside adjusted operating income between $2.1 billion and $2.3 billion. Tyson's expects an operating loss for beef of between $250 million and $500 million, excluding the facility closure. Operating income for chicken is expected to be positive, between $1.65 billion and $1.9 billion. Mon, February 2, 2026 at 12:10 PM UTC Jenny McCall Disney theme parks help boost earnings above Wall Street forecasts Disney (DIS) beat revenue and earnings estimates for the fourth quarter on Monday. The company said its theme parks and the movie "Zootopia 2" helped boost its latest results. Disney shares rose 3% before the bell today. Reuters reports: Read more here. Fri, January 30, 2026 at 4:20 PM UTC Grace O'Donnell American Express CEO says a credit card rate cap wouldn't be good for the economy Yahoo Finance's Brian Sozzi reports: Read more here. Fri, January 30, 2026 at 1:54 PM UTC Grace O'Donnell Fintech lender SoFi profit jumps on strong growth in fee‑based businesses SoFi Technologies (SOFI) stock popped more than 5% on Friday after strong loan demand lifted the fintech lender's fourth quarter profits. Reuters reports: Read more here. Fri, January 30, 2026 at 1:00 PM UTC Grace O'Donnell Verizon forecasts upbeat annual profit as wireless subscriber growth hits six-year high From Reuters: Read more here. Story Continues For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here Read the latest financial and business news from Yahoo Finance

Kyndryl stock plummeted 42% in premarket trading after the IT infrastructure services provider said it would delay filing its 10-Q report with the Securities and Exchange Commission and announced a change in leadership in the CFO position. Reuters reports: Read more here.

Monday.com shares tanked 14% after the software maker beat earnings estimates but posted guidance that disappointed Wall Street. In the fourth quarter, Monday.com reported adjusted earnings per share of $1.04, beating estimates of $0.92. Revenue grew 25% year over year to $333.9 million, also beating expectations of $329.6 million, according to S&P Global Market Intelligence consensus estimates. However, the company's first quarter revenue guidance of $338 million to $340 million came in below expectations of $342 million. Operating income is expected in a range of $37 million to $39 million, compared to the $45 million the Street was expecting. The stock faced significant losses recently as part of a sell-off in software stocks, as investors questioned whether the disruption from artificial intelligence could take a bigger bite out of these companies' profits than previously expected. Year to date, Monday.com stock is down 33%.

Cleveland-Cliffs (CLF) stock fell more than 3% after fourth quarter revenue missed expectations. The steel producer recorded a net loss per share of $0.44, which was narrower than the $0.60 loss Wall Street was expecting, according to S&P Global Market Intelligence. Revenue of $4.3 billion fell short of estimates of $4.5 billion. Cleveland-Cliffs CEO Lourenco Goncalves cited weakness in the auto sector, a "value-destructive" slab contract, and a negative situation in the Canadian market as reasons for the revenue miss. “Our performance in 2025 was negatively affected by persistently weak production levels from the automotive sector throughout the entire year, an expiring five-year slab contract becoming value-destructive during its last year, and a newly adverse dynamic in the Canadian market," Goncalves said in a statement. "Fortunately, as we started 2026, these negative situations have all improved." In the fourth quarter, Cleveland-Cliffs had 3.77 million net tons in steel shipments, compared to 3.8 million tons in the same period a year earlier. For 2026, Cleveland-Cliffs expects to ship 16.5 million to 17 million tons of steel.

With over half of S&P 500 companies having reported so far, BlackRock chief investment and portfolio strategist of the Americas, Gargi Chaudhuri, shared some themes that have emerged so far this earnings season. The three things Chaudhuri has been focused on: Watch the interview below:

Yahoo Finance's Francisco Velasquez reports: Read more here.

Philip Morris (PM) stock dropped 2% in premarket trading on Friday after the tobacco company reported a weaker-than-expected full-year profit forecast. For the full year, Philip Morris expects earnings per share of $7.87 to $8.02 in 2026, a miss compared to the $8.08 midpoint the Street was looking for. For the fourth quarter, here's how the company performed against consensus estimates compiled by S&P Global: Philip Morris' smoke-free business, which makes up 41% of its revenues and includes products like Zyn nicotine pouches, continued to drive growth. In the fourth quarter, smoke-free shipment volumes increased 8.5%, while cigarette volumes declined 2.2%. Listen to the earnings call here.

Shares in Toyota (TM) rose 2% on Friday morning after the company announced a CEO change and fourth quarter results. The world's top-selling automaker said its CFO Kenta Kon will become CEO and president, replacing Koji Sato in April. Sato will remain vice chairman at Toyota Motor Corp. The company also announced fourth quarter operating income of 1.2 trillion Japanese yen ($7.6 billion), a decline from the year before but above Wall Street's expectations. Revenue of 13.4 trillion yen ($85 billion) was also ahead of estimates of 12.8 trillion yen ($81 billion), according to S&P Global Market Intelligence. "Despite the continued impact of US tariffs, strong demand supported by product competitiveness has led to increased sales volumes, and we achieved a high level of profit due to price revisions," the company said in its earnings presentation.

Reuters reports: Read more here.

Reddit (RDDT) stock rose 6% after reporting earnings. The social media platform issued a better-than-expected first quarter revenue forecast on the back of artificial intelligence enhancements to its ad platform. From Reuters: Read more here.

Yahoo Finance's Daniel Howley breaks down Amazon's Q4 earnings report: Read the full story here.

Strategy stock (MSTR) tumbled 17% on Thursday before taking another 1% hit after-hours following the release of its fourth quarter earnings. The software company led by Michael Saylor pioneered the model for companies to hoard bitcoin in corporate treasuries. These days, it’s seen as an investment proxy for bitcoin, with that side of the business becoming its organizing principle. The gambit seemed to work last year when bitcoin advanced higher and higher on hopes of easier regulation. But as the sell-off in bitcoin intensified on Thursday, it highlighted the risks in Strategy's long-term holding strategy that could make it harder for the company to raise capital. Strategy currently holds 713,502 bitcoins with an average purchase price of $76,052. On Thursday, bitcoin's spot price fell to around $63,000, bringing the company's unrealized losses to about $8.9 billion. "HODL," Saylor tweeted on Thursday, referring to a tongue-in-cheek term in the crypto community that has evolved to mean "hold on for dear life." For the fourth quarter, Strategy reported an operating loss of $17.4 billion, compared to an operating loss of $1 billion in Q4 2024. It also reported a net loss of $12.4 billion, or $42.93 per share, well below the $5.5 billion loss to $6.3 billion profit range the company indicated in December, when it slashed its forecast from a net profit of $24 billion. The Street was expecting a loss of $20.99 per share. In the software operations, revenue increased 1.9% year over year to $123 million, driven by strong growth in product licenses and subscription services. In December, Strategy also created a US dollar reserve worth $2.25 billion, which the company said provides more than two and a half years of funds to cover its dividend. Remarking on the reserve, CFO Andrew Kang said that "Strategy’s capital structure is stronger and more resilient today than ever before.” Listen to Strategy's earnings call live on the stock quote page.

Peloton (PTON) stock tumbled more than 9% in premarket trading after the connected fitness company reported a lackluster holiday quarter that failed to deliver results and shared that its CFO Liz Coddington would be departing. For the fiscal second quarter, Peloton recorded a basic loss per share of $0.09, wider than the $0.06 loss expected. Revenue was $656.5 million in the quarter, below expectations for $675.1 million, according to S&P Global Market Intelligence. Subscriptions to its connected fitness service dropped 7% year over year to 2.66 million after the company raised prices at the beginning of October. Peloton also forecast a challenging quarter ahead as the company transforms its product lineup and tries to stabilize shrinking sales. The company has added new features to its lineup, including a CrossFit training series, as it attempts to revamp offerings. In its fiscal third quarter, Peloton expects subscriptions to decrease by 8% year over year to a range of 2.65 million to 2.67 million. Revenue is expected to come in between $605 million and $625 million, a 1% decline year over year.

Hershey Co's (HSY) stock edged higher by 2% before the bell on Thursday after reporting an upbeat outlook. The US confectionery company said higher prices and new products had helped to boost its performance. Bloomberg News reports: Read more here.

Estee Lauder (EL) shares slumped 10% before the bell on Thursday, despite beating analysts' estimates on earnings per share and revenue, but tariff woes caused the beauty group's shares to tumble. Investing.com reports: Read more here.

Reuters reports: Read more here.

Reuters reports: Read more here.

Shell (SHEL) stock fell 2% before the bell on Thursday after reporting fourth quarter profit that missed analysts' expectations. The group did, however, announce a $3.5 billion share buyback. Yahoo Finance UK's Vicky McKeever reports on the latest results. Read more here.

From Reuters: Read more here.

E.l.f. Beauty (ELF) demonstrated resilience in the fourth quarter following a difficult 2025, with a strong earnings beat and guidance raise. The affordable cosmetics manufacturer lifted its full-year 2026 sales outlook to a range of $1.6 billion to $1.61 billion from its previous range of $1.55 billion to $1.57 billion. The company also sees greater earnings per share of $3.05-$3.10, an increase from the previous range of $2.80-$2.85. The stock soared by as much as 14% in after-hours trading as the company looks to regain its footing after higher tariffs and other challenges led the stock to lose 40% in 2025. However, the stock pared some of those gains, perhaps due to lower gross margins amid ongoing tariff costs. Last year, the company also acquired Hailey Bieber's Rhode brand. In the fourth quarter, e.l.f. reported better-than-expected earnings per share of $0.65 versus $0.55 expected by Wall Street analysts. Net sales jumped 38% to $489.5 million, topping estimates of $461 million, according to S&P Global Market Intelligence. "Our value proposition, powerhouse innovation and disruptive marketing engine continue to fuel our brands," CEO Tarang Amin said in a statement. "We remain confident in our ability to grow market share and deliver best-in-class growth in beauty, as reflected by our raised fiscal 2026 outlook." Read more about e.l.f.'s quarter from Reuters.

Snap (SNAP) stock galloped higher after a strong holiday quarter for advertising lifted earnings above Wall Street's estimates. For the fourth quarter, the video messaging app reported revenue of $1.71 billion and earnings per share of $0.03. That beat Wall Street estimates of $1.7 billion in revenue and a $0.03 loss per share, according to S&P Global Market Intelligence. Reuters reports: Read more here.

Yahoo Finance's Laura Bratton reports: Read the full earnings breakdown here.

Qualcomm (QCOM) stock fell around 8% in extended trading after the chip designer's results beat on the top and bottom lines but its forecast was lighter than expected. A memory chip shortage stemming from data center developers scooping up chips and chipmakers shifting production to cater to AI demand added pressure to the company's outlook. In the fiscal first quarter, the company said revenue increased 5% year over year to $12.3 billion, while earnings per share rose to $2.78. Qualcomm beat analyst estimates on the top and bottom lines, with consensus estimates forecasting $12.1 billion in revenue and earnings per share of $2.75, according to S&P Global Market Intelligence. However, the outlook for the fiscal second quarter dimmed as a supply crunch in memory chips weighs on margins and the smartphone market. Second quarter revenue is expected in the range of $10.2 billion to $11 billion (analysts were looking for $11 billion at the midpoint). Adjusted diluted earnings per share are expected to be in the range of $2.45 to $2.65 (the Street was hoping for $2.87). "While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals,” Qualcomm CEO Cristiano Amon said in the earnings release.

During the fourth quarter earnings call for power management giant Eaton Corporation (ETN), CEO Paulo Ruiz Sternadt said the company's backlog of orders "just keeps growing" and projected a continued firehose of demand as the AI arms race powers on. Data center orders at Eaton roughly tripled in the fourth quarter over the prior year, while the backlog for its "Electrical Americas" division grew by 31% quarter-on-quarter to hit a new record, Sternadt said during the call on Tuesday. Eaton's stock price spiked after the report and is up by more than 6% over the past five trading sessions and by more than 16% on the year. Eaton reported fourth quarter revenue at $7.05 billion, outperforming revenue of $6.24 billion from a year ago but falling below analysts' expectations of $7.09 billion. On the bottom line, the company reported adjusted earnings per share of $3.33 per share, outperforming estimates of $3.32 per share. Talking about Eaton's strong order backlog, Sternadt attributed much of the company's success to the demand from AI hyperscalers. "You probably noticed on recent news from the hyperscalers that they reconfirmed their capex plans for 2026 — this is also great news that supports these projects," Sternadt said. "Multi-tenant and new cloud players, they are so active, never seen them so active as they are today. If I'm to summarize the market picture here, lots of strength, and these projects will take years to complete. So that's what gives us the optimism in the future."

GE HealthCare (GEHC) reported better-than-expected profits in the fourth quarter and issued a 2026 financial outlook ahead of Wall Street's estimates, as the company expects stronger demand and fewer tariff-related cost impacts this year. The medical device maker's adjusted profit per share forecast was between $4.95 and $5.15. Analysts were expecting guidance of $4.92 per share, according to data compiled by LSEG. For 2026, GE HealthCare also expects revenue growth in the range of 3% to 4% year over year. The stock popped 6% in morning trading on Wednesday. From Reuters: Read more here.

Novo Nordisk stock extended losses on Wednesday after a downbeat sales forecast sent shares sharply lower on Tuesday. Bloomberg reports: Read more here.

Enphase Energy (ENPH) stock soared 20% during premarket hours after the company's profit and revenue beat analysts' estimates. The technology company's shares have risen 10% over the past month, but are down almost 42% for the year. The AP reports: Read more here.

Supermicro (SMCI) stock jumped 11% before the bell on Wednesday after the server maker raised its annual revenue forecast on Tuesday, citing continued strong demand for its AI servers, driven by companies expanding their data centre capacity. Reuters reports: Read more here.

Uber (UBER) stock dropped more than 8% in premarket trading after the ride-hailing giant issued first quarter profit guidance that disappointed investors. The company also missed fourth quarter estimates as its more affordable ride options affected margins. And in other news, Uber said its CFO, Prashanth Mahendra-Rajah, will step down and be succeeded by Balaji Krishnamurthy, a former Goldman Sachs executive. Reuters reports: Read more here.

Eli Lilly (LLY) stock jumped 7% before the bell on Wednesday after the pharmaceutical group provided a 2026 profit forecast above Wall Street estimates. The company said it is hoping demand for its weight-loss drugs rises as it gets ready to release its oral weight-loss pill this year. Reuters reports: Read more here.

Match Group (MTCH) stock surged more than 7% in extended trading, nearly recovering all of Tuesday's losses, after the Tinder parent issued an upbeat revenue outlook for the first quarter and showed signs of progress in its turnaround. From Reuters: Read more here.

Amgen (AMGN) stock advanced 1.5% after hours following solid fourth quarter results from the drug manufacturer, as drug sales increased 7%. From Reuters: Read more here.

Yahoo Finance's Daniel Howley reports: Read the full earnings breakdown here.

Chipotle (CMG) stock dropped 3% in after-hours trading. The burrito-bowl chain said on Tuesday afternoon that same-store sales fell in the fourth quarter and told investors it expects no sales growth in 2026 as it continued to navigate a decline in traffic. Yahoo Finance's Brooke DiPalma reports: Read the full earnings story here.

Mondelez International's (MDLZ) profits declined in the fourth quarter and full year 2025 as soaring cocoa prices throughout the year and consumers snacking less created some profitability headwinds. Shares of the Ritz cracker and Oreo cookie maker dropped more than 4% in extended trading. In the fourth quarter, Mondelez reported earnings per share of $0.51, falling short of expectations of $0.68 per share, according to consensus estimates compiled by S&P Global. Revenue increased 9.3% year over year to $10.4 billion, beating estimates of $10.2 billion. Ahead of the report, Jefferies analyst Scott Marks wrote that Mondelez is in a transitional phase as it seeks to stabilize volume declines and reinvest in its brands. Some relief may be on the way for the higher commodity prices that have plagued chocolate and food companies over the past year. In the past month, cocoa prices (CC=F) have fallen 27%, which is expected to ease pressure on margins. For the full year, Mondelez earnings per share dropped 44% to $1.89 from $3.42 in 2024. For 2026, the company expects net revenue growth to be flat to up 2% and adjusted earnings per share growth to be flat to up 5%.

Shares in Galaxy Digital (GLXY) fell by more than 4% after the company disclosed Tuesday morning that it lost nearly $500 million and posted negative adjusted earnings for the fourth quarter, driven by "depreciation of digital asset prices in the quarter." Michael Novogratz's digital assets-focused financial services firm reported a fourth quarter adjusted loss per share of $1.08, falling below analyst estimates for a loss per share of $0.92. Galaxy Digital also missed on revenue for the quarter, reporting $10.2 billion in revenue against analyst estimates of $12.15 billion. The company said in a press release announcing the earnings that its loss in crypto-driven revenue reflects "a softer macro environment and lower industry trading volumes and onchain activity." Galaxy Digital also noted that its digital assets trading volumes declined by approximately 40% quarter-on-quarter, "reflecting softer client activity following a record Q3." In Galaxy Digital's data center division, the company said it "remains on track to deliver 133MW of critical IT load to CoreWeave in the first half of 2026" and that it "received ERCOT approval for an additional 830 MW of power capacity," bringing the total approved capacity for its Helios campus to 1.6 gigawatts. bringing Helios’ total approved capacity to more than 1.6 gigawatts.

Teradyne (TER) stock surged 24% in premarket trading on Tuesday after the chip-testing equipment manufacturer issued earnings guidance on Monday that blew past Wall Street's expectations as companies' ​multibillion-dollar spending plans for data centers fueled demand. Reuters reports: Read more here.

PayPal (PYPL) stock fell 15% before the bell on Tuesday after issuing a disappointing profit forecast for 2026 and reporting fourth quarter earnings below Wall Street estimates. The online payment company said it had been pressured by weaker US retail spending and slow growth within its branded checkout segment. The group also named HP's (HPQ) Enrique Lores as president and CEO, effective ‌March 1. Reuters reports: Read more here.

Pfizer (PFE) topped Wall Street estimates for the fourth quarter profit on Tuesday. The company's earnings were boosted by continued demand for its older drugs, such as blood thinner Eliquis and heart disease drug Vyndaqel. The pharmaceutical group's stock fell 1% before the bell. Reuters reports: Read more here.

Reuters reports: Read more here.

PepsiCo (PEP) beat analysts' estimates for fourth quarter revenue on Tuesday, as strong demand for its drinks in international markets, as well as strength in its low-sugar beverages in the US helped the food and beverage giant to reiterate its 2026 forecast. Cans of Pepsi are seen at the PepsiCo Walkers factory in Leicester, Britain, August 14, 2024. REUTERS/Hollie Adams · Reuters / Reuters Reuters reports: Read more here.

Speaking about the company's Q4 results and recent sell-off in software stocks, Palantir CEO Alex Karp said that there's no guarantee the company won't be disrupted by artificial intelligence but that the company's investments in AI are paying off. "Honestly, it looks like the products and the culture we have are ideally built for the time we are in now," Karp told Yahoo Finance's Josh Lipton. "We are a different species of company." Palantir stock was up 5% as the earnings call began. Join a livestream of the earnings call here.

NXP Semiconductors (NXPI) stock skidded 5% lower in extended hours after the semiconductor company's Automotive revenue failed to impress investors. In the fourth quarter, NXP reported adjusted profits of $3.35 per share, surpassing Wall Street estimates for adjusted earnings of $3.31 per share. The company posted revenue of $3.34 billion, slightly above expectations for $3.3 billion. "Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI," NXP's CEO Rafael Sotomayor said. Revenue growth for NXP's Automotive segment, which contributes over half of NXP's total revenue, moderated to a 5% annual rate from the third quarter's 6% growth. The segment brought in $1.8 billion in Q4, which came in a bit lighter than expectations for $1.9 billion. The Industrial and Internet of Things unit reported 24% annual revenue growth ($640 million), the Mobile unit reported 22% revenue growth ($485 million), and Communication Infrastructure declined by 18% year over year ($334 million). For the first quarter, NXP forecast revenue of $3.15 billion at the midpoint and diluted earnings per share of $4.21, which were ahead of the Street's estimates for $3.09 billion in revenue and $2.95 per share, according to S&P Global Market Intelligence.

Palantir stock (PLTR) surged more than 6% immediately after reporting results, as US commercial and government revenue drove better-than-expected earnings in the fourth quarter. Yahoo Finance's Laura Bratton reports: Read more here.

Wall Street expects Palantir (PLTR) to report another blowout quarter when it releases quarterly results after the closing bell on Monday. Yahoo Finance's Laura Bratton previews what to expect when Palantir reports: Read more here.

Big Tech winners and laggards emerged over the past week as Wall Street looked through earnings releases for clear signs of returns on AI investments to determine market leaders. Yahoo Finance's Ines Ferré reports: Read more here.

Tyson Foods reported better-than-expected first quarter results on Monday before market open, boosted by volume growth in chicken that offset the decline in beef. The volume "shortfall" in beef alone was roughly 133 million pounds from the fourth quarter to the first quarter, CEO Donnie King told Yahoo Finance exclusively in an interview. The major decline was countered by growth in chicken, pork, its prepared business like Jimmy Dean, and the international segment, leading to a net decline of 22 million pounds overall. Chicken prices fell 0.10% during the quarter, while beef prices surged more than 17.2%. "The prices we paid for cattle were at an all-time high," King said, adding that cutout prices — the estimated value of the carcass based on wholesale cuts like rib, chuck, round, loin, brisket, and flank — were "very high." In November, the company announced the closure of a beef facility in Lexington, Neb., and said it plans to lower production at its beef plant in Amarillo, Texas. King said the closures will be reflected in the second quarter results and are in an effort to "rightsize" its footprint and reflect what "cattle availability would be in the future." Cattle supply is down 1% compared to last year, per the USDA, and King expects supply to remain "tight" throughout 2026 and 2027. For 2026, the company expects sales to increase 2% to 4% year over year, alongside adjusted operating income between $2.1 billion and $2.3 billion. Tyson's expects an operating loss for beef of between $250 million and $500 million, excluding the facility closure. Operating income for chicken is expected to be positive, between $1.65 billion and $1.9 billion.

Disney (DIS) beat revenue and earnings estimates for the fourth quarter on Monday. The company said its theme parks and the movie "Zootopia 2" helped boost its latest results. Disney shares rose 3% before the bell today. Reuters reports: Read more here.

Yahoo Finance's Brian Sozzi reports: Read more here.

SoFi Technologies (SOFI) stock popped more than 5% on Friday after strong loan demand lifted the fintech lender's fourth quarter profits. Reuters reports: Read more here.

From Reuters: Read more here.