Broadcom beat on EPS and revenue and guided revenue above estimates, but margin-mix concerns and sky-high expectations drove a sharp downside repricing. The opening gap matched the bearish call, and the stock extended lower through the session.
Ciena delivered a clean EPS and revenue beat with a constructive forward read, and the stock ripped higher at the open and kept climbing into the close. The move ran against the sell-the-news downside call.
Adobe beat on EPS and revenue and guided above expectations, yet opened slightly lower before reversing to a strong green close. The miss was assuming the initial tape weakness would persist through the session.
Oracle beat EPS expectations but missed on revenue and delivered a weaker-looking forward setup. The stock gapped down and kept bleeding into the close, validating the sell-the-news downside thesis.
Synopsys beat adjusted EPS and revenue expectations and guided Q1 revenue around consensus, yet the stock finished essentially flat on the reaction day.
Chewy beat on EPS and revenue, but its next-quarter outlook came in slightly below expectations. The stock gapped up and then faded sharply, yet still finished modestly green.
Photronics crushed expectations and guided constructively, triggering a huge upside gap and an even bigger session follow-through.
AeroVironment beat on revenue but missed EPS badly, and in-line full-year framing wasn’t enough to stop a sharp downside reaction.
Braze printed in-line EPS, a revenue beat, and a FY revenue outlook above consensus—driving a clean gap-up that held into the close.
Casey's beat expectations and raised its fiscal 2026 outlook, yet the stock still gapped down and trended lower through the session. The reaction read as an expectations reset rather than a fundamentals failure.
GameStop beat adjusted EPS estimates but missed revenue badly, and the stock delivered a clean gap-down that stayed red into the close.
AutoZone missed EPS and slightly missed revenue, and management commentary highlighted ongoing cost pressure. The stock gapped down and continued selling through the close for a large down session.
Campbell's beat consensus on EPS and revenue and reaffirmed its full-year outlook, but the stock reversed from an up open into a sharp down close. The tape stayed focused on tariff-driven costs and forward profitability.
Ferguson beat revenue but missed EPS versus forecast, and the stock sold off hard with no meaningful intraday reversal.
Compass Minerals beat forecasts on both EPS and revenue, yet the shares sold off sharply as the market focused on the forward setup.
Phreesia delivered a clean EPS beat and stronger EBITDA guidance, but FY26 revenue guidance sat below Street, and the stock gapped down ~5% and finished ~23% lower, breaking the modest-up, short-vol thesis.
Toll Brothers beat on revenue but missed EPS, and cautious 2026 framing kept the post-earnings reaction negative.
Victoria’s Secret delivered a sizable EPS and revenue beat, raised full-year guidance, and the stock gapped ~15.5% higher at the open and finished up ~18%, a bigger move than the 9% upside the preview was leaning toward but in line with rich event-week volatility.
DocuSign beat Q3 FY26 EPS and revenue expectations, but conservative Q4/FY26 guidance flipped a bullish setup into a roughly 9% gap down and 7–8% red session, leaving both the model and the crowd on the wrong side of the move.
HPE delivered a clean EPS beat and record revenue, but a near-term revenue guide below Street triggered an ~9% downside gap before the stock clawed back to finish slightly above the pre-print close.
