Earnings
Sofia Venn
Journalist
TPR retail
Retail. Full-price mix before brand poetry.
CloudC4 Exclusive 22
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$MOVE: The Nvidia Deal Is Real; The Balance Sheet Is the Risk earnings_pre · 2026-08-14-MOVE · Aug 14, 7:02 AM ETCorvex secured a multi-year Nvidia contract without issuing shares, but investors are pricing in a delivery risk that the press release ignores.
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$YETI: Direct Sales, Not the Beat, Funded the Full-Year Raise earnings_post · 2026-08-13-YETI · Aug 13, 2:21 PM ETYETI crushes Q2 estimates with a 29% EPS surprise and raises full-year guidance, signaling strong DTC momentum and inventory discipline.
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$LUNR: Q2 Miss Widens Loss to $0.29; Cash Burn Accelerates earnings_post · 2026-08-13-LUNR · Aug 13, 3:05 PM ETIntuitive Machines reported a severe earnings miss, with EPS at ($0.29) vs ($0.07) consensus, signaling accelerated cash burn and operational headwinds.
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$BLSH: Q2 EPS Hits $0.09, but $280M Loss Signals Crypto Headwinds earnings_post · 2026-08-13-BLSH · Aug 13, 2:27 PM ETRevenue beat masks deepening losses as digital asset sales drop 44% in a cooling market.
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$BIRK: EPS Miss Offset by Premium Demand and Raised Forecast earnings_post · 2026-08-13-BIRK · Aug 13, 2:25 PM ETBMO print shows $0.86 EPS vs $0.87 consensus, but stock rallies 15% on strong guidance and volume.
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$ARX: Q2 EPS Doubles to $0.32; Thoma Bravo $4B Buyout Accelerates earnings_post · 2026-08-13-ARX · Aug 13, 2:23 PM ETAccelerant Holdings crushes Q2 estimates with 100% EPS surprise as private equity firm Thoma Bravo moves to take the company private.
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$ALT: EPS Beat Fails to Offset Cash Burn and Cautious MASH Outlook earnings_post · 2026-08-12-ALT · Aug 12, 11:09 PM ETAltimmune beats Q2 EPS but guidance on MASH commercialization and cash runway weighs on sentiment.
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$AMCR: On Volume Resilience earnings_post · 2026-08-12-AMCR · Aug 12, 11:19 AM ETAmcor reports $1.23 EPS vs $1.20 consensus; tape shows muted reaction as market prices in steady packaging demand.
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$LUNR: Q2 Miss Deepens Burn Rate Concerns earnings_pre · 2026-08-13-LUNR · Aug 13, 3:03 PM ETEPS of ($0.29) vs ($0.07) consensus signals accelerated cash consumption ahead of Artemis III milestones.
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$YETI: Q2 Earnings Beat + FY27 Guidance Lift earnings_pre · 2026-08-13-YETI · Aug 13, 2:20 PM ETEPS of $0.67 vs $0.44 consensus; full-year outlook raised on margin expansion and DTC mix.
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$BOXL: Jun/2026 Fiscal Quarter earnings_pre · 2026-08-12-BOXL · Aug 14, 6:35 AM ETBoxlight Corporation reports Jun/2026 results; focus on guidance and EPS surprise against a $1.95M market cap.
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$AMCR: Sets Stage for Guidance and Volume Mix earnings_pre · 2026-08-12-AMCR · Aug 12, 9:17 PM ETAmcor beats on EPS with $1.23 vs $1.20 consensus; focus shifts to guidance and margin trajectory.
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$CYCU: Q2 Setup — Consensus Loss of ($0.56) earnings_pre · 2026-08-12-CYCU · Aug 12, 11:22 AM ETCycurion reports Q2 Jun/2026 results; focus on guidance trajectory and burn rate.
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$CSCO: Q1 FY27 EPS Consensus $0.99; Guidance and AI Networking Mix in Focus earnings_pre · 2026-08-12-CSCO · Aug 12, 11:22 AM ETCisco reports after market close; traders price in steady EPS with upside risk tied to infrastructure spend and margin expansion.
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$PLAG: Q2 Earnings Preview — Lactoferrin Pivot and IFLYTEK Deal Under Scrutiny earnings_pre · 2026-08-13-PLAG · Aug 13, 3:57 PM ETPlanet Green reports Jun/2026 results with market cap down 79% YoY; focus on revenue mix from new lactoferrin and AI marketing initiatives.
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$BLSH: Q2 EPS Hits $0.09 Consensus; Crypto Sales Drop 44% earnings_pre · 2026-08-13-BLSH · Aug 13, 2:26 PM ETBullish meets earnings estimates but reports $280M net loss as digital asset revenue declines sharply.
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$BIRK: Q2 Earnings Print — Miss on EPS, Premium Demand Narrative Intact earnings_pre · 2026-08-13-BIRK · Aug 13, 2:25 PM ETBirkenstock reports Q2 EPS of $0.86 vs $0.87 consensus; stock rallies 15% on strong revenue forecast and premium positioning.
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$ARX: Thoma Bravo Take-Private Deal Overrides Earnings Beat earnings_pre · 2026-08-13-ARX · Aug 13, 2:22 PM ETThoma Bravo's $4B acquisition offer caps upside; Q2 EPS beat of 100% confirms operational strength but is secondary to M&A execution.
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$ALT: Q2 Results Posted; MASH/AUD Pipeline Update Drives Post-Print Setup earnings_pre · 2026-08-12-ALT · Aug 12, 11:54 PM ETAltimmune beats EPS estimates; focus shifts to MASH trial data and cash runway ahead of catalysts.
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$COHR: Q2 Earnings Setup — Guidance & AI Capex Visibility earnings_pre · 2026-08-12-COHR · Aug 12, 11:21 AM ETConsensus EPS $1.43; focus shifts to forward guidance and data center demand durability.
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$CBRS: Pre-Market Setup for Jun/2026 Earnings earnings_pre · 2026-08-12-CBRS · Aug 12, 11:20 AM ETCerebras reports after the close; focus on revenue acceleration and guidance vs. $0.21 EPS consensus.
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$AMIX: Jun/2026 Results earnings_pre · 2026-08-12-AMIX · Aug 12, 11:19 AM ETAutonomix Medical reports after close; focus on cash runway and procedural volume guidance.