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#earnings
Stock analysis posts tagged "earnings" from Openbook.
Accenture Stock Analysis: What the Latest ACN Results Mean for Investors
Record USD 84.5bn full-year bookings and an above-consensus FY2027 guide drove Accenture's best single-day gain on record. We read the five factors.
Wall Street's week: a 24-year yield high and Accenture's best day
Treasury yields reached a 24-year high this week, capping Wall Street even as Accenture and Micron beat forecasts. Our five daily notes, reviewed.
Jabil Stock Analysis: What the Latest JBL Results Mean for Investors
Jabil beat on both lines and guided fiscal 2027 revenue up 24%, yet the shares closed down about 10% at USD 286.86. The margin line explains it.
Micron Stock Fundamentals 2026: MU Earnings, Cash Flow and Valuation
Micron closed fiscal 2026 with USD 133.2bn of revenue and an 87% Q4 non-GAAP gross margin, then guided USD 25bn of capex for the first half.
Carnival Stock Analysis: What the Latest CCL Results Mean for Investors
Carnival beat every line of its June guidance, raised full-year EPS through a USD 150m fuel headwind and closed up 13.43%. The five-factor read.
Raspberry Pi Stock Analysis: What the Latest RPI Results Mean for Investors
Revenue up 90% to USD 256.9m, units up just 17%: Raspberry Pi's record half was largely a memory price pass-through management says is already moderating.
Is AZO Stock a Good Investment? AutoZone Earnings, Valuation and Key Risks
AutoZone Q4 EPS rose 15.1% to $56.05 on domestic comps of just 1.6%, and the shares gained about 6%. How much of the margin gain was tariff refunds and LIFO?
Kingfisher Stock Analysis: What the Latest KGF Results Mean for Investors
Kingfisher raised full-year profit guidance to £595m-£635m after H1 adjusted pre-tax profit rose 9.9% to £404m. The shares closed about 8.6% higher.
Oracle (ORCL): Backlog Hits 664bn Dollars as Cloud Revenue Jumps
Oracle closed the quarter with a 664bn dollar backlog against revenue guided to at least 90bn. The gap, and who is on the other side of it, is the story.
CooperCompanies (COO): Shares Drop 14 Percent on Guidance Cut
CooperCompanies beat on adjusted EPS and still fell 14 percent. The guidance cut was small; ending the CooperSurgical review is what actually repriced.
Caseys General Stores (CASY): Q1 Beat, Guidance Left Unchanged
Caseys beat on Q1 with EPS of $7.37, up 27.7%, then fell about 10% after hours. Management left FY27 guidance untouched, and that is the whole story.
US Market Breakdown: Jobs Surge Revives Hike Bets, Week of 31 August 2026
August payrolls came in at 162,000 against forecasts near 53,000, reviving bets on a September Federal Reserve rate rise and leaving the S&P 500 up just 0.1% on the week. Lululemon, Tesla and Broadcom fell; Snowflake soared.
Guidewire (GWRE): Shares Fall 20% as FY2027 Growth Guide Lands at 16%
Guidewire beat the quarter and fell 20% on its FY2027 guide. Strip out one year of record-low churn and underlying ARR growth is guided flat, not lower.
Lululemon (LULU): Outlook Cut Sends Shares to an Eight Year Low
Lululemon cut its full year revenue guidance for the second time in three months and the shares fell about 18% after hours, to an eight year low.
Ciena (CIEN): Record Revenue Up 37% but the Shares Fell 10%
Ciena posted record revenue up 37%, more than doubled operating margin and raised guidance, and still lost a tenth of its value in a session.
Wall Street's week: an oil shock, a jobs shock and 36 points
Wall Street spent the week repricing a Fed rate rise rather than a cut. What we flagged on Monday, how Broadcom and Dell landed, and Friday so far.
Medtronic Grew 13.7%. An Extra Week Supplied Half of It
Medtronic's 13.7% organic quarter included about 670bp from a 53rd fiscal week. The underlying rate is near 7%, and that is still the story.
Dell's $95bn Backlog Just Passed the Market's Margin Test
Dell beat on Q2 revenue and EPS with a record $95bn AI backlog, but the shares moved on gross margin rising to 21.1%, not on the beat itself.
US Market Breakdown: Nvidia Soars, Hike Bets Jump, Week of 24 August 2026
Fed chair Kevin Warsh's hawkish Jackson Hole debut sent September rate-hike odds sharply higher, yet Wall Street still closed the week ahead as Nvidia and Salesforce delivered. Monday's US-Iran flare-up then hit the Dow.
Okta Rose 29% on a 0.8% Guidance Raise. What Got Repriced?
Okta added close to $6.8bn of market value on a $25m guidance raise. The margin inflection is smaller than it looks, and the AI-agent revenue story is not yet in the numbers.
DICK'S Sporting Goods Falls 31% as Foot Locker Swings to Loss
Foot Locker segment guidance swung from a $110m-$150m profit to a $40m-$80m loss in a single quarter. DICK'S shares closed down 30.67% on the day.
US Market Breakdown: Moderna Soars as Yields Bite, Week of 17 August 2026
Wall Street's week belonged to the bond market, as the 30-year Treasury yield hit its highest level since 2007 and dragged the S&P 500 to a 1.43% loss. Moderna rose 177% in a single day on cancer vaccine data, while Walmart fell 9%.
Ross Stores Q2 Results: What Is Left After the Tariff Refund
Strip the USD 0.60 tariff refund out of Ross Stores' Q2 and the beat becomes ordinary. The 10% traffic-led comp is the part that actually recurs.
Market Breakdown: Oil Swings Lift London to a Record, Week of 27 July 2026
London's blue chips closed at a record on Wednesday as oil swung from an 8.7% slump to a 7.9% rebound, while Wall Street suffered its worst day since April 2025. Unilever, Croda and Rio Tinto led the FTSE 100 higher; Barclays fell.