Earnings live: Palantir stock surges after Q4 beat, PayPal plunges, PepsiCo slips

PayPal (PYPL) banal fell 15% earlier the doorbell connected Tuesday aft issuing a disappointing nett forecast for 2026 and reporting 4th fourth net beneath Wall Street estimates. The online outgo institution said it had been pressured by weaker US retail spending and dilatory maturation wrong its branded checkout segment.

The radical besides named HP's (HPQ) Enrique Lores arsenic president and CEO, effectual ‌March 1.

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Pfizer (PFE) topped Wall Street estimates for the 4th fourth nett connected Tuesday. The company's net were boosted by continued request for its older drugs, specified arsenic humor thinner Eliquis and bosom illness cause Vyndaqel.

The pharmaceutical group's banal fell 1% earlier the bell.

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PepsiCo (PEP) bushed analysts' estimates for 4th fourth gross connected Tuesday, arsenic beardown request for its drinks successful planetary markets, arsenic good arsenic spot successful its low-sugar beverages successful the US helped the nutrient and beverage elephantine to reiterate its 2026 forecast.

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Speaking astir the company's Q4 results and caller sell-off successful bundle stocks, Palantir CEO Alex Karp said that there's nary warrant the institution won't beryllium disrupted by artificial quality but that the company's investments successful AI are paying off.

"Honestly, it looks similar the products and the civilization we person are ideally built for the clip we are successful now," Karp told Yahoo Finance's Josh Lipton. "We are a antithetic taxon of company."

Palantir banal was up 5% arsenic the net telephone began. Join a livestream of the net telephone here.

NXP Semiconductors (NXPI) banal skidded 5% little successful extended hours aft the semiconductor company's Automotive gross failed to impressment investors.

In the 4th quarter, NXP reported adjusted profits of $3.35 per share, surpassing Wall Street estimates for adjusted net of $3.31 per share. The institution posted gross of $3.34 billion, somewhat supra expectations for $3.3 billion.

"Throughout 2025, we executed efficaciously contempt a challenging archetypal half, maintaining operational subject portion advancing our strategical priorities successful bundle defined vehicles and carnal AI," NXP's CEO Rafael Sotomayor said.

Revenue maturation for NXP's Automotive segment, which contributes implicit fractional of NXP's full revenue, moderated to a 5% yearly complaint from the 3rd quarter's 6% growth. The conception brought successful $1.8 cardinal successful Q4, which came successful a spot lighter than expectations for $1.9 billion.

The Industrial and Internet of Things portion reported 24% yearly gross maturation ($640 million), the Mobile portion reported 22% gross maturation ($485 million), and Communication Infrastructure declined by 18% twelvemonth implicit twelvemonth ($334 million).

For the archetypal quarter, NXP forecast gross of $3.15 cardinal astatine the midpoint and diluted net per stock of $4.21, which were up of the Street's estimates for $3.09 cardinal successful gross and $2.95 per share, according to S&P Global Market Intelligence.

Palantir banal (PLTR) surged much than 6% instantly aft reporting results, arsenic US commercialized and authorities gross drove better-than-expected net successful the 4th quarter.

Yahoo Finance's Laura Bratton reports:

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Wall Street expects Palantir (PLTR) to study different blowout 4th erstwhile it releases quarterly results aft the closing doorbell connected Monday.

Yahoo Finance's Laura Bratton previews what to expect erstwhile Palantir reports:

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Big Tech winners and laggards emerged implicit the past week arsenic Wall Street looked done net releases for wide signs of returns connected AI investments to find marketplace leaders.

Yahoo Finance's Ines Ferré reports:

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Tyson Foods reported better-than-expected archetypal 4th results connected Monday earlier marketplace open, boosted by measurement maturation successful chickenhearted that offset the diminution successful beef.

The measurement "shortfall" successful beef unsocial was astir 133 cardinal pounds from the 4th fourth to the archetypal quarter, CEO Donnie King told Yahoo Finance exclusively successful an interview. The large diminution was countered by maturation successful chicken, pork, its prepared concern similar Jimmy Dean, and the planetary segment, starring to a nett diminution of 22 cardinal pounds overall.

Chicken prices fell 0.10% during the quarter, portion beef prices surged much than 17.2%.

"The prices we paid for cattle were astatine an all-time high," King said, adding that cutout prices — the estimated worth of the carcass based connected wholesale cuts similar rib, chuck, round, loin, brisket, and flank — were "very high."

In November, the institution announced the closure of a beef installation successful Lexington, Neb., and said it plans to little accumulation astatine its beef works successful Amarillo, Texas.

King said the closures volition beryllium reflected successful the 2nd 4th results and are successful an effort to "rightsize" its footprint and bespeak what "cattle availability would beryllium successful the future."

Cattle proviso is down 1% compared to past year, per the USDA, and King expects proviso to stay "tight" passim 2026 and 2027.

For 2026, the institution expects income to summation 2% to 4% twelvemonth implicit year, alongside adjusted operating income betwixt $2.1 cardinal and $2.3 billion.

Tyson's expects an operating nonaccomplishment for beef of betwixt $250 cardinal and $500 million, excluding the installation closure. Operating income for chickenhearted is expected to beryllium positive, betwixt $1.65 cardinal and $1.9 billion.

Disney (DIS) bushed gross and net estimates for the 4th fourth connected Monday. The institution said its taxable parks and the movie "Zootopia 2" helped boost its latest results. Disney shares roseate 3% earlier the doorbell today.

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SoFi Technologies (SOFI) banal popped much than 5% connected Friday aft beardown indebtedness request lifted the fintech lender's 4th fourth profits.

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ExxonMobil (XOM) besides reported an net bushed connected Friday arsenic the lipid giants contend with an oversupply of oil, driving crude prices down. The banal fell 1.7% successful premarket trading

Adjusted net per stock for the 4th fourth were $1.71, up of expert expectations of $1.68. Revenue of $82.31 cardinal was besides higher than the expected $81.43 billion

Exxon said it reached its highest full-year nett accumulation successful much than 40 years astatine 4.7 cardinal oil-equivalent barrels per day.

"ExxonMobil is simply a fundamentally stronger institution than it was conscionable a fewer years ago, and our 2025 results show that," CEO Darren Woods said. "Our translation is delivering a much resilient, lower-cost, technology-led concern with structurally stronger net power, grounded successful advantaged assets, disciplined superior allocation, and execution excellence."

In 2026, Exxon plans to walk $27 cardinal to $29 cardinal successful superior expenditures. It spent $29 cardinal successful 2025 connected capex.

Listen to the net telephone present astatine 9:30 a.m. ET.

Chevron (CVX) reported better-than-expected net connected Friday arsenic it focuses connected cutting costs and faces little lipid prices.

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Deckers (DECK) banal soared 13% aft the institution raised its full-year fiscal outlook. Strong gains for Hoka sneakers and Ugg boots drove robust results successful the company's fiscal 3rd quarter.

For the afloat year, Deckers expects gross betwixt $5.40 cardinal and $5.42 billion, supra the statement estimation of $5.36 billion.

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Sandisk (SNDK) banal surged 12% successful extended hours pursuing its net release, adding to its monolithic 127% rally twelvemonth to date. The representation spot shaper was the best-performing banal successful the S&P 500 successful 2025.

The institution crushed expectations successful its fiscal 2nd quarter, arsenic AI companies person had an insatiable request for representation and retention hardware. Sandisk said that gross for its information halfway concern conception jumped 64% implicit the erstwhile quarter, driven by beardown adoption among AI infrastructure builders, semi-custom customers, and exertion companies deploying AI astatine scale.

Here's what Sandisk reported for its fiscal 2nd quarter, compared to estimates compiled by Bloomberg:

Sandisk besides raised its gross guidance for the 3rd 4th to a scope of $4.4 cardinal to $4.8 billion. The Street was expecting gross of $2.6 billion.

“This quarter's show underscores our agility successful capitalizing connected amended merchandise mix, accelerating endeavor SSD deployments, and strengthening marketplace request dynamics, each astatine a clip erstwhile the captious relation that our products play successful powering AI and the world's exertion is being recognized,” said Sandisk CEO David Goeckeler.

Visa (V) reported better-than-expected net successful its fiscal archetypal 4th owed to beardown payments measurement during the vacation season. However, the banal dropped successful after-hours trading.

CEO Ryan McInerney said nett maturation benefited from a "resilient user spending and a beardown vacation season."

Revenue for the 4th ending Dec. 31 roseate 15% twelvemonth implicit twelvemonth to $10.9 billion, topping analysts' estimates of $10.6 billion, according to S&P Global Market Intelligence. Adjusted net per stock of $3.17 besides came successful supra estimates for profits of $3.14 per share.

Total transactions accrued 9% twelvemonth implicit twelvemonth to 69.4 cardinal during the fiscal archetypal quarter.

Visa's results travel aft rival Mastercard (MA) besides reported beardown spending and an net beat.

"The macroeconomic situation remains supportive with balanced occupation markets crossed the globe, underpinning steadfast user and concern spending," Mastercard CFO Sachin Mehra said connected the company's net call, adding, "That said, determination continues to beryllium ongoing geopolitical and economical uncertainty."