Earnings live: Amazon stock sinks, Philip Morris retreats, Reddit spikes as Wall Street focuses on guidance

Philip Morris (PM) banal dropped 2% successful premarket trading connected Friday aft the baccy institution reported a weaker-than-expected full-year nett forecast.

For the afloat year, Philip Morris expects net per stock of $7.87 to $8.02 successful 2026, a miss compared to the $8.08 midpoint the Street was looking for.

For the 4th quarter, here's however the institution performed against statement estimates compiled by S&P Global:

Philip Morris' smoke-free business, which makes up 41% of its revenues and includes products similar Zyn nicotine pouches, continued to thrust growth. In the 4th quarter, smoke-free shipment volumes accrued 8.5%, portion cigaret volumes declined 2.2%.

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Shares successful Toyota (TM) roseate 2% connected Friday greeting aft the institution announced a CEO alteration and 4th fourth results.

The world's top-selling automaker said its CFO Kenta Kon volition go CEO and president, replacing Koji Sato successful April. Sato volition stay vice president astatine Toyota Motor Corp.

The institution besides announced 4th fourth operating income of 1.2 trillion Japanese yen ($7.6 billion), a diminution from the twelvemonth earlier but supra Wall Street's expectations. Revenue of 13.4 trillion yen ($85 billion) was besides up of estimates of 12.8 trillion yen ($81 billion), according to S&P Global Market Intelligence.

"Despite the continued interaction of US tariffs, beardown request supported by merchandise competitiveness has led to accrued income volumes, and we achieved a precocious level of nett owed to terms revisions," the institution said successful its net presentation.

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Reddit (RDDT) banal roseate 6% aft reporting earnings.

The societal media level issued a better-than-expected archetypal 4th gross forecast connected the backmost of artificial quality enhancements to its advertisement platform.

From Reuters:

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Yahoo Finance's Daniel Howley breaks down Amazon's Q4 net report:

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Strategy banal (MSTR) tumbled 17% connected Thursday earlier taking different 1% deed after-hours pursuing the merchandise of its 4th fourth earnings.

The bundle institution led by Michael Saylor pioneered the exemplary for companies to hoard bitcoin successful firm treasuries. These days, it’s seen arsenic an concern proxy for bitcoin, with that broadside of the concern becoming its organizing principle.

The gambit seemed to enactment past twelvemonth erstwhile bitcoin precocious higher and higher connected hopes of easier regulation. But arsenic the sell-off successful bitcoin intensified connected Thursday, it highlighted the risks successful Strategy's semipermanent holding strategy that could marque it harder for the institution to rise capital.

Strategy presently holds 713,502 bitcoins with an mean acquisition terms of $76,052. On Thursday, bitcoin's spot terms fell to astir $63,000, bringing the company's unrealized losses to astir $8.9 billion.

"HODL," Saylor tweeted connected Thursday, referring to a tongue-in-cheek word successful the crypto assemblage that has evolved to mean "hold connected for beloved life."

For the 4th quarter, Strategy reported an operating nonaccomplishment of $17.4 billion, compared to an operating nonaccomplishment of $1 cardinal successful Q4 2024.

It besides reported a nett nonaccomplishment of $12.4 billion, oregon $42.93 per share, good beneath the $5.5 cardinal nonaccomplishment to $6.3 cardinal nett scope the institution indicated successful December, erstwhile it slashed its forecast from a nett net of $24 billion. The Street was expecting a nonaccomplishment of $20.99 per share.

In the bundle operations, gross accrued 1.9% twelvemonth implicit twelvemonth to $123 million, driven by beardown maturation successful merchandise licenses and subscription services.

In December, Strategy besides created a US dollar reserve worthy $2.25 billion, which the institution said provides much than 2 and a fractional years of funds to screen its dividend. Remarking connected the reserve, CFO Andrew Kang said that "Strategy’s superior operation is stronger and much resilient contiguous than ever before.”

Listen to Strategy's net telephone unrecorded connected the banal punctuation page.

Peloton (PTON) banal tumbled much than 9% successful premarket trading aft the connected fittingness institution reported a lackluster vacation 4th that failed to present results and shared that its CFO Liz Coddington would beryllium departing.

For the fiscal 2nd quarter, Peloton recorded a basal nonaccomplishment per stock of $0.09, wider than the $0.06 nonaccomplishment expected. Revenue was $656.5 cardinal successful the quarter, beneath expectations for $675.1 million, according to S&P Global Market Intelligence.

Subscriptions to its connected fittingness work dropped 7% twelvemonth implicit twelvemonth to 2.66 cardinal aft the institution raised prices astatine the opening of October.

Peloton besides forecast a challenging 4th up arsenic the institution transforms its merchandise lineup and tries to stabilize shrinking sales. The institution has added caller features to its lineup, including a CrossFit grooming series, arsenic it attempts to revamp offerings.

In its fiscal 3rd quarter, Peloton expects subscriptions to alteration by 8% twelvemonth implicit twelvemonth to a scope of 2.65 cardinal to 2.67 million. Revenue is expected to travel successful betwixt $605 cardinal and $625 million, a 1% diminution twelvemonth implicit year.

Hershey Co's (HSY) banal edged higher by 2% earlier the doorbell connected Thursday aft reporting an upbeat outlook. The US confectionery institution said higher prices and caller products had helped to boost its performance.

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Estee Lauder (EL) shares slumped 10% earlier the doorbell connected Thursday, contempt beating analysts' estimates connected net per stock and revenue, but tariff woes caused the quality group's shares to tumble.

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Shell (SHEL) banal fell 2% earlier the doorbell connected Thursday aft reporting 4th fourth nett that missed analysts' expectations. The radical did, however, denote a $3.5 cardinal stock buyback.

Yahoo Finance UK's Vicky McKeever reports connected the latest results.

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E.l.f. Beauty (ELF) demonstrated resilience successful the 4th fourth pursuing a hard 2025, with a beardown net bushed and guidance raise.

The affordable cosmetics shaper lifted its full-year 2026 income outlook to a scope of $1.6 cardinal to $1.61 cardinal from its erstwhile scope of $1.55 cardinal to $1.57 billion. The institution besides sees greater net per stock of $3.05-$3.10, an summation from the erstwhile scope of $2.80-$2.85.

The banal soared by arsenic overmuch arsenic 14% successful after-hours trading arsenic the institution looks to regain its footing aft higher tariffs and different challenges led the banal to suffer 40% successful 2025. However, the banal pared immoderate of those gains, possibly owed to little gross margins amid ongoing tariff costs.

Last year, the institution besides acquired Hailey Bieber's Rhode brand.

In the 4th quarter, e.l.f. reported better-than-expected net per stock of $0.65 versus $0.55 expected by Wall Street analysts. Net income jumped 38% to $489.5 million, topping estimates of $461 million, according to S&P Global Market Intelligence.

"Our worth proposition, powerhouse innovation and disruptive selling motor proceed to substance our brands," CEO Tarang Amin said successful a statement. "We stay assured successful our quality to turn marketplace stock and present best-in-class maturation successful beauty, arsenic reflected by our raised fiscal 2026 outlook."

Read much astir e.l.f.'s 4th from Reuters.

Snap (SNAP) banal galloped higher aft a beardown vacation 4th for advertizing lifted net supra Wall Street's estimates.

For the 4th quarter, the video messaging app reported gross of $1.71 cardinal and net per stock of $0.03. That bushed Wall Street estimates of $1.7 cardinal successful gross and a $0.03 nonaccomplishment per share, according to S&P Global Market Intelligence.

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Qualcomm (QCOM) banal fell astir 8% successful extended trading aft the spot designer's results bushed connected the apical and bottommost lines but its forecast was lighter than expected. A representation spot shortage stemming from information halfway developers scooping up chips and chipmakers shifting accumulation to cater to AI request added unit to the company's outlook.

In the fiscal archetypal quarter, the institution said gross accrued 5% twelvemonth implicit twelvemonth to $12.3 billion, portion net per stock roseate to $2.78. Qualcomm bushed expert estimates connected the apical and bottommost lines, with statement estimates forecasting $12.1 cardinal successful gross and net per stock of $2.75, according to S&P Global Market Intelligence.

However, the outlook for the fiscal 2nd 4th dimmed arsenic a proviso crunch successful representation chips weighs connected margins and the smartphone market.

Second 4th gross is expected successful the scope of $10.2 cardinal to $11 cardinal (analysts were looking for $11 cardinal astatine the midpoint). Adjusted diluted net per stock are expected to beryllium successful the scope of $2.45 to $2.65 (the Street was hoping for $2.87).

"While our near-term handsets outlook is impacted by industry-wide representation proviso constraints, we are encouraged by end-consumer request for premium and precocious tier smartphones, and stay connected way to execute our fiscal 2029 gross goals,” Qualcomm CEO Cristiano Amon said successful the net release.

During the 4th fourth net telephone for powerfulness absorption elephantine Eaton Corporation (ETN), CEO Paulo Ruiz Sternadt said the company's backlog of orders "just keeps growing" and projected a continued firehose of request arsenic the AI arms contention powers on.

Data halfway orders astatine Eaton astir tripled successful the 4th fourth implicit the anterior year, portion the backlog for its "Electrical Americas" part grew by 31% quarter-on-quarter to deed a caller record, Sternadt said during the telephone connected Tuesday.

Eaton's banal terms spiked aft the study and is up by much than 6% implicit the past 5 trading sessions and by much than 16% connected the year.

Eaton reported 4th fourth gross astatine $7.05 billion, outperforming gross of $6.24 cardinal from a twelvemonth agone but falling beneath analysts' expectations of $7.09 billion.

On the bottommost line, the institution reported adjusted net per stock of $3.33 per share, outperforming estimates of $3.32 per share.

Talking astir Eaton's beardown bid backlog, Sternadt attributed overmuch of the company's occurrence to the request from AI hyperscalers.

"You astir apt noticed connected caller quality from the hyperscalers that they reconfirmed their capex plans for 2026 — this is besides large quality that supports these projects," Sternadt said. "Multi-tenant and caller unreality players, they are truthful active, ne'er seen them truthful progressive arsenic they are today. If I'm to summarize the marketplace representation here, tons of strength, and these projects volition instrumentality years to complete. So that's what gives america the optimism successful the future."

GE HealthCare (GEHC) reported better-than-expected profits successful the 4th fourth and issued a 2026 fiscal outlook up of Wall Street's estimates, arsenic the institution expects stronger request and less tariff-related outgo impacts this year.

The aesculapian instrumentality maker's adjusted nett per stock forecast was betwixt $4.95 and $5.15. Analysts were expecting guidance of $4.92 per share, according to information compiled by LSEG. For 2026, GE HealthCare besides expects gross maturation successful the scope of 3% to 4% twelvemonth implicit year.

The banal popped 6% successful greeting trading connected Wednesday.

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Novo Nordisk banal extended losses connected Wednesday aft a downbeat income forecast sent shares sharply little connected Tuesday.

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