📊 StockInsight™ Earnings Report — August 27, 2026

🧭 Executive Summary

August 27 delivered a strong but highly selective earnings session, with notable results across retail, cybersecurity, fintech, AI infrastructure and enterprise software.

• 🟢 Dollar General (DG): Strong EPS and revenue beat with FY2026 guidance raised.
• 🟢 SentinelOne (S): 21% revenue growth, 22% ARR growth and improved profitability.
• 🟢 Affirm (AFRM): Revenue +33% and GMV +36%.
• 🟢 Ulta Beauty (ULTA): Revenue and EPS beat with full-year guidance raised.
• 🟢 Marvell (MRVL): Revenue +37% and strong data-center growth, but shares initially fell after hours.
• 🟡 Workday (WDAY): Earnings beat, but investors focused on slowing subscription growth.
• 🟡 Autodesk (ADSK): Q2 beat, but forward expectations weighed on the shares.
• 🔴 Hormel Foods (HRL): EPS beat, but revenue missed and full-year sales guidance was reduced.

🌅 Premarket Earnings

🟢 Dollar General — DG

Q2 FY2026

• 💰 Revenue: $11.29 billion
• 📈 Revenue growth: +5.2% YoY
• 🛍️ Same-store sales: +3.5%
• 💵 Adjusted/GAAP EPS: $2.48
• 📊 EPS growth: +33.3%
• 🎯 EPS consensus: approximately $2.00
• 🚀 Premarket reaction: approximately +12% to +13% at reported timestamps

🔮 Guidance

• 📈 FY2026 sales growth: 4.0%–4.3%
• 🛍️ Same-store sales: 2.5%–2.9%
• 💵 FY2026 EPS: $7.80–$8.00
• 🔄 Share repurchases: up to $700 million
• 💰 Quarterly dividend: $0.59/share

StockInsight™ Read: 🟢 Very Strong

Dollar General delivered one of the day’s strongest combinations of sales growth, margin expansion and improved guidance.

🟢 Burlington Stores — BURL

• 💰 Total sales: +11%
• 🛍️ Comparable sales: +2%
• 💵 GAAP diluted EPS: $2.88
• 💵 Adjusted EPS: $2.37
• 📈 Adjusted EPS growth: +38%
• 📊 Adjusted EBIT margin: +100 bps
• 🔮 FY2026 adjusted EPS: $11.77–$11.97

StockInsight™ Read: 🟢 Strong

Burlington showed substantial earnings leverage, although the revenue performance was less impressive relative to expectations.

🟡 Best Buy — BBY

• 💰 Revenue: $9.779 billion
• 📈 Revenue vs. prior year: $9.438 billion
• 🛍️ Comparable sales: +4.1%
• 🇺🇸 Domestic comparable sales: +4.5%
• 🌐 Online comparable sales: +5.1%
• 💵 Adjusted EPS: $1.47
• 📊 Adjusted EPS growth: +15%
• 🎯 EPS consensus: approximately $1.39

🔮 Guidance

• 📈 FY2027 comparable sales: +1.9% to +3.0%
• 💵 FY2027 adjusted EPS: $6.70–$6.90
• 💰 Revenue outlook: approximately $42.3–$42.8 billion

Key driver: 💻 Computing remained the strongest category, while AI glasses and health rings more than doubled.

StockInsight™ Read: 🟢 Positive / Mixed

🟡 Dollar Tree — DLTR

• 💰 Q2 revenue: $4.89 billion
• 🎯 Revenue estimate: approximately $4.86 billion
• 💵 Adjusted/diluted EPS: $2.70
• 🎯 EPS estimate: approximately $1.15
• 🛍️ Comparable-store sales: +3.7%

🔮 Outlook

• 💵 FY2026 adjusted EPS: $7.70–$8.05
• 📈 Q3 revenue: $5.0–$5.1 billion
• 🛍️ Q3 comparable sales growth: 3%–4%

⚠️ A significant portion of the EPS benefit was associated with tariff refunds, making underlying operating performance particularly important.

StockInsight™ Read: 🟢 Strong

🟡 Hormel Foods — HRL

• 💰 Revenue: $2.96 billion
• 💵 Adjusted EPS: $0.37
• 🎯 EPS estimate: $0.35
• 📉 Organic net sales: -2%
• 📊 Adjusted operating margin: 9.0%
• 💰 Adjusted operating income: $266 million

🔮 Guidance

• 💵 FY2026 adjusted EPS: $1.45–$1.51
• ⚠️ FY2026 sales: $12.1–$12.2 billion
• Previous sales outlook: $12.2–$12.5 billion

StockInsight™ Read: 🟡 Mixed / Cautious

The EPS beat was encouraging, but weaker sales and reduced revenue guidance point to continuing volume and demand pressure.

🌙 After-Market Earnings

🟢 Marvell Technology — MRVL

• 💰 Revenue: $2.739 billion
• 📈 Revenue growth: +37%
• 💵 GAAP EPS: $0.33
• 💵 Non-GAAP EPS: $0.94
• 📊 Non-GAAP gross margin: 58.9%
• 🏢 Data-center revenue growth: approximately +46%
• 🎯 Consensus: approximately $0.93 EPS / $2.72 billion revenue

🔮 Q3 Outlook

• 💰 Revenue: approximately $3.15 billion
• 💵 Adjusted EPS: approximately $1.10

⚠️ Despite the strong results and outlook, MRVL initially fell approximately 6% after hours at one reported timestamp.

StockInsight™ Read: 🟢 Fundamentals Excellent / Reaction Bearish

The disconnect highlights how elevated expectations can overwhelm an otherwise excellent earnings report.

🟡 Workday — WDAY

• 💰 Revenue: $2.649 billion
• 📈 Revenue growth: +12.8%
• 💰 Subscription revenue: $2.471 billion
• 📈 Subscription revenue growth: +13.9%
• 💵 Non-GAAP operating income: $824 million
• 📊 Non-GAAP operating margin: 31.1%
• 💵 Non-GAAP EPS: $2.75
• 📈 12-month subscription backlog: $9.034 billion
• 📈 Backlog growth: +14.2%

🔮 Guidance

• 💰 FY2027 subscription revenue: $9.940–$9.950 billion
• 💰 Q3 subscription revenue: approximately $2.515 billion
• 🔄 New share-repurchase authorization: $4 billion

⚠️ Shares initially declined approximately 5% after hours as investors focused on subscription-growth expectations.

StockInsight™ Read: 🟡 Strong Quarter / Forward Concerns

🟢 SentinelOne — S

• 💰 Revenue: $291.98 million
• 📈 Revenue growth: +21%
• 💰 ARR: $1.218 billion
• 📈 ARR growth: +22%
• 🏢 Customers with ≥$100K ARR: 1,715
• 📈 Customer growth: +13%
• 📊 Non-GAAP operating margin: 10%
• 💵 Non-GAAP net income: $28.5 million

🔮 Guidance

SentinelOne raised its FY2027 revenue and operating-income outlook.

📈 Reported initial after-hours reaction: approximately +10.7%.

StockInsight™ Read: 🟢 Excellent

Growth, ARR, profitability and guidance all moved in the right direction.

🟢 Affirm — AFRM

• 💰 Revenue: $1.166 billion
• 📈 Revenue growth: +33%
• 🛒 GMV: $14.1 billion
• 📈 GMV growth: +36%
• 🔄 Transactions: 45 million
• 📈 Transaction growth: +45%
• 💰 Revenue less transaction costs: $589.1 million
• 📈 Growth: +38.6%
• 💵 GAAP operating income: $147.3 million
• 💵 Reported EPS: $4.62

🔮 Q1 FY2027 Guidance

• 💰 Revenue: $1.19–$1.22 billion
• 🛒 GMV: $13.7–$14.0 billion

📈 AFRM was reported at $83.44, +7.76% in extended trading at a specific reported timestamp.

StockInsight™ Read: 🟢 Strong Growth

🟢 Ulta Beauty — ULTA

• 💰 Revenue: $3.036 billion
• 📈 Revenue growth: +8.9%
• 🛍️ Comparable sales: +3.8%
• 📊 Operating income: +10.1%
• 💵 Diluted EPS: $6.55
• 📈 EPS growth: +13.3%
• 🎯 EPS consensus: approximately $6.17–$6.21
• 🎯 Revenue consensus: approximately $2.98 billion

🔮 Guidance Raised

• 💰 FY2026 sales growth: 6.7%–7.2%
• 🛍️ Comparable sales: 3.2%–3.7%
• 📊 Operating income growth: 8.3%–9.3%
• 💵 EPS: $28.70–$29.00
• 🔄 Share-repurchase authorization: $1.8 billion

⚠️ ULTA was reported at $521.69, down 3.41% after hours at a specific timestamp despite the earnings beat.

StockInsight™ Read: 🟢 Fundamentally Strong / Market Cautious

🟢 Rubrik — RBRK

• 💰 Revenue: $427.26 million
• 🎯 Consensus revenue: approximately $396.3 million
• 💵 Adjusted EPS: approximately $0.22
• 🎯 Consensus EPS: approximately $0.04
• ☁️ Subscription revenue: $407.2 million
• 📈 Subscription revenue growth: +37%
• 💰 Subscription ARR: $1.66 billion
• 📈 ARR growth: +33%
• ☁️ Cloud ARR: $1.48 billion
• 📈 Cloud ARR growth: +39%

📊 Market Reaction

• 📈 Regular session: +11.33%
• 💰 Reported regular-session close: $107.02
• 🌙 Early after-hours: approximately -9.25%
• 💰 Reported early after-hours price: $97.12

⚠️ After-hours trading was extremely volatile, so the reaction changed materially depending on timestamp.

StockInsight™ Read: 🟢 Excellent Fundamentals / Extreme Expectations

🟡 Autodesk — ADSK

• 💰 Revenue: $2.05 billion
• 📈 Revenue growth: +16.1%
• 💵 Adjusted EPS: $3.30
• 🎯 EPS consensus: $3.12
• 🎯 Revenue consensus: approximately $2.01 billion

⚠️ Shares initially declined approximately 6% after hours, reflecting investor concerns surrounding the forward outlook rather than the Q2 headline beat.

StockInsight™ Read: 🟡 Good Quarter / Guidance Concern

📊 August 27 Earnings Scorecard

🏢 Company	🔖 Ticker	⏰ Timing	💵 EPS	💰 Revenue	🔮 Guidance	📈 Reaction
Dollar General	DG	🌅 Pre-market	$2.48	$11.29B	🟢 Raised	🟢 Strong
Burlington Stores	BURL	🌅 Pre-market	$2.37 adj.	Sales +11%	🟢 Raised	🟢/🟡
Best Buy	BBY	🌅 Pre-market	$1.47 adj.	$9.78B	🟢 Raised	🟡
Dollar Tree	DLTR	🌅 Pre-market	$2.70	$4.89B	🟢 Raised	🟡
Hormel Foods	HRL	🌅 Pre-market	$0.37 adj.	$2.96B	🟡 Mixed	🔴/🟡
Marvell	MRVL	🌙 After close	$0.94 adj.	$2.739B	🟢 Strong	🔴
Workday	WDAY	🌙 After close	$2.75 adj.	$2.649B	🟡 Mixed	🔴
SentinelOne	S	🌙 After close	Beat	$291.98M	🟢 Raised	🟢
Affirm	AFRM	🌙 After close	$4.62	$1.166B	🟢 Strong	🟢
Ulta Beauty	ULTA	🌙 After close	$6.55	$3.036B	🟢 Raised	🟡/🔴
Rubrik	RBRK	🌙 After close	~$0.22 adj.	$427.3M	🟢 Raised	🔴 Volatile
Autodesk	ADSK	🌙 After close	$3.30 adj.	$2.05B	🟡	🔴

🧠 Key Earnings Themes

🤖 AI Infrastructure Remains Strong

Marvell’s 37% revenue growth and approximately 46% data-center growth highlight continued strength in AI infrastructure spending.

However, the negative initial market reaction demonstrates that strong AI growth is already heavily embedded in valuations.

🛡️ Cybersecurity Continues to Deliver

SentinelOne produced one of the cleanest reports:

Revenue growth + ARR growth + improving margins + higher guidance.

That combination remains attractive in the current software environment.

🛍️ Consumer Spending Is Uneven

The consumer picture remains highly differentiated.

🟢 Stronger:
Dollar General • Dollar Tree • Burlington • Best Buy • Ulta

🟡/🔴 More Challenged:
Hormel • Gap

The strongest trends continue to appear in value retail and selected discretionary categories.

🎯 Guidance Matters More Than the Beat

One of the clearest August 27 themes was:

Beat estimates ≠ automatic stock gain

Marvell, Workday, Autodesk and Ulta all demonstrated that investors are increasingly focused on forward growth, margins and expectations rather than simply whether quarterly EPS beat consensus.

🏆 StockInsight™ Earnings Winners

🥇 Tier 1 — Highest-Quality Reports

🛡️ SentinelOne — S
Growth + ARR + profitability + higher outlook.

🛒 Dollar General — DG
Strong sales, margins, EPS and guidance.

💳 Affirm — AFRM
GMV +36%, revenue +33% and transactions +45%.

💄 Ulta Beauty — ULTA
Revenue and EPS beat plus higher full-year guidance.

🥈 Tier 2 — Strong but More Complicated

🤖 Marvell — MRVL
Excellent fundamentals, but extremely high expectations.

☁️ Rubrik — RBRK
Exceptional growth and earnings beat with extreme volatility.

🛍️ Burlington — BURL
Strong earnings growth and improved outlook.

💻 Best Buy — BBY
Strong comps and higher guidance, with sustainability the key question.

⚠️ Earnings Watchlist

🟡 Workday — WDAY

Strong quarter, but subscription-growth expectations remain a concern.

🟡 Autodesk — ADSK

Clear Q2 beat, but investors remain focused on the forward outlook.

🔴 Hormel Foods — HRL

EPS beat, but weaker revenue and reduced sales guidance raise concerns.

📈 StockInsight™ Earnings Sentiment

📊 Category	StockInsight™ View
💰 Revenue Growth	🟢 Positive
💵 EPS Beats	🟢 Positive
🔮 Guidance Trend	🟢 Generally Positive
🤖 AI Infrastructure	🟢 Very Strong
🛡️ Cybersecurity	🟢 Very Strong
🥫 Consumer Staples	🟡 Mixed
🛍️ Consumer Discretionary	🟢 Generally Positive
💻 Enterprise Software	🟡 Expectations Elevated
🌙 After-Hours Reaction	🟡 Highly Selective
📊 Overall Earnings Tone	🟢 Bullish, but Expectations Extremely High

🎯 StockInsight™ Final Take

August 27 earnings delivered a fundamentally strong earnings backdrop, but the market’s reaction was much more selective.

The most important takeaway is:

🔥 Beat + Raise + Accelerating Growth = What Investors Want

For high-growth companies, simply beating consensus is no longer sufficient. Investors increasingly expect:

• 📈 Accelerating revenue
• 💰 Expanding margins
• 🔮 Higher guidance
• 🤖 Strong AI exposure where applicable
• 💵 Increasing free cash flow
• 🎯 Clear forward visibility

Top earnings quality: 🟢 SentinelOne, Dollar General, Affirm and Ulta Beauty

Most interesting expectation disconnects: ⚠️ Marvell, Rubrik, Workday, Autodesk and Ulta Beauty

📌 Overall StockInsight™ Rating

Earnings Quality: ⭐ 8.5/10
Guidance Trend: ⭐ 8.0/10
AI/Cyber Growth: ⭐ 9.5/10
Consumer Health: ⭐ 7.0/10
Market Reaction: ⭐ 6.5/10

🧾 Bottom Line

🟢 Overall Earnings Signal: BULLISH

The earnings season continues to show healthy corporate fundamentals, but valuation and expectations are increasingly determining whether a strong earnings report translates into a higher stock price.

For investors, August 27 reinforced one crucial rule: the size of the beat matters less when expectations are already extremely high.

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