Daily Earnings Reports
📊 STOCKINSIGHT™ FULL EARNINGS DASHBOARD — AUGUST 19, 2026
🇺🇸 Complete Earnings Recap — Premarket + After Close
🌅 PREMARKET EARNINGS
🛒 TARGET — $TGT
Q2 FY2026 | Before Open
| Metric | Actual | Estimate | Surprise |
|---|---|---|---|
| Adjusted EPS | $4.11 | $2.34 | 🚀 +75.6% |
| Revenue | $26.54B | ~$26.09B | 🟢 +1.7% |
| Comparable Sales | +3.8% | ~+2.4% | 🟢 Beat |
| Digital Comp Sales | +8.7% | — | 🟢 |
🎯 Guidance
- FY2026 sales growth: ~5%
- Adjusted EPS: $9.90–$10.90
- Outlook raised despite a substantial tariff-refund benefit.
🔎 Key Drivers
🛍️ All six core merchandise categories grew
📱 Digital sales accelerated
🚚 Same-day delivery grew more than 25%
👥 Traffic increased
💰 Tariff refunds contributed roughly $1.65/share to EPS
📈 August 19 Reaction: 🟢 ~+4.5%
💹 Trade Setup: 🟢 Bullish — Turnaround Momentum
StockInsight™ Take: The tariff refund inflated the headline EPS beat, but the underlying operating trends were also constructive. The positive closing reaction confirms investors viewed the quarter and raised outlook favorably.
🏠 LOWE’S — $LOW
Q2 FY2026 | Before Open
| Metric | Actual | Estimate | Surprise |
|---|---|---|---|
| Adjusted EPS | $4.40 | $4.22 | 🟢 +4.3% |
| Revenue | $25.96B | $26.16B | 🔴 −0.8% |
| Comp Sales | +0.2% | ~+0.8% | 🔴 Miss |
⚠️ Guidance
FY2026 comparable-sales outlook reduced to approximately 0%, from 0%–2% previously.
Adjusted EPS guidance moved to approximately $12.25.
🔎 Key Drivers
🔧 Repairs remain relatively resilient
👷 Pro customers remain healthier
🏠 Large renovations remain weak
💰 High borrowing costs continue to discourage big-ticket projects
📈 August 19 Reaction: 🟢 ~+2.5%
💹 Trade Setup: 🟡 Mixed — Housing Recovery Play
StockInsight™ Take: Weak guidance was largely discounted. The positive close suggests investors may be looking beyond the current housing slowdown toward eventual lower-rate support.
🏷️ TJX COMPANIES — $TJX
Q2 FY2027 | Before Open
| Metric | Actual | Estimate | Surprise |
|---|---|---|---|
| Adjusted EPS | $1.22 | ~$1.19 | 🟢 +2.5% |
| Revenue | $15.2B | ~$15.18B | 🟢 Slight Beat |
| Comp Sales | +4% | — | 🟢 |
| Pretax Margin | 13.3% | — | 🟢 |
🎯 Guidance
🟢 FY2027 pretax-margin outlook raised
🟢 FY2027 EPS outlook raised
🔎 Key Drivers
TJX continues benefiting from the consumer trade-down/value trend.
🏷️ Off-price retail
🛍️ Strong traffic
🏠 HomeGoods growth
🌎 International expansion
📉 August 19 Reaction: 🔴 ~−4%
💹 Trade Setup: 🟡 Strong Fundamentals / Weak Price Action
StockInsight™ Take: One of the day’s clearest examples of “good earnings, bad reaction.” Expectations and valuation were apparently demanding more.
🤖 ANALOG DEVICES — $ADI
Q3 FY2026 | Before Open
| Metric | Actual | Estimate | Surprise |
|---|---|---|---|
| Adjusted EPS | $3.45 | $3.34 | 🟢 +3.3% |
| Revenue | $4.02B | $3.92B | 🟢 +2.6% |
| Revenue Growth | +40% YoY | — | 🚀 |
| Adjusted EPS Growth | +68% YoY | — | 🚀 |
🚀 Q4 Guidance
Revenue: ~$4.30B
Street: ~$4.07B
Adjusted EPS: ~$3.86
Street: ~$3.54
🔎 Key Drivers
🤖 AI infrastructure
🏭 Industrial recovery
🚗 Automotive
⚡ Power management
💾 Data centers
📉 August 19 Reaction: 🔴 Slightly lower
💹 Trade Setup: 🟢 Fundamentally Bullish / Technically Mixed
StockInsight™ Take: The fundamentals were excellent. The muted price reaction reflects broader semiconductor positioning and valuation concerns rather than deterioration in ADI’s underlying business.
💄 ESTÉE LAUDER — $EL
Q4 FY2026 | Before Open
| Metric | Actual | Estimate | Surprise |
|---|---|---|---|
| Adjusted EPS | $0.39 | $0.32 | 🟢 +21.9% |
| Revenue | $3.63B | $3.55B | 🟢 +2.2% |
| Skin Care | +8.7% | — | 🟢 |
| Fragrance | +10% | — | 🚀 |
🎯 FY2027 Guidance
Organic sales growth: 3%–5%
Adjusted EPS: $3.10–$3.35
🔎 Key Drivers
💄 Skin care
🌸 Fragrance
🇨🇳 China stabilization
✨ Le Labo
✨ Tom Ford
📉 Restructuring/productivity gains
🚀 August 19 Reaction: ~+16.3%
💹 Trade Setup: 🚀 Strong Bullish — Turnaround
StockInsight™ Take: This was the standout consumer turnaround report of the session. The combination of stronger sales, improving China trends and credible restructuring benefits generated a powerful re-rating.
🚢 VIKING HOLDINGS — $VIK
Q2 FY2026 | Before Open
| Metric | Actual | Estimate | Surprise |
|---|---|---|---|
| EPS | $1.31 | ~$1.24–1.26 | 🟢 Beat |
| Revenue | ~$2.31B | ~$2.17B | 🟢 ~+6% |
| EPS Growth | +32% YoY | — | 🟢 |
🔎 Key Drivers
🚢 Premium cruises
🌍 International travel
💰 Affluent consumers
📅 Advance bookings
📈 Pricing power
💹 Trade Setup: 🟢 Bullish — Premium Travel
StockInsight™ Take: Viking continues to demonstrate resilience in the higher-income travel segment.
🌙 AFTER-CLOSE EARNINGS
💻 WEBULL — $BULL
Q2 FY2026 | After Close
| Metric | Actual | Estimate | Surprise |
|---|---|---|---|
| EPS | $0.05 | ~$0.03 | 🟢 Beat |
| Revenue | $198.8M | ~$180.7M | 🚀 +10% |
| Revenue Growth | +51% YoY | — | 🚀 |
| Adjusted Operating Profit | $62.6M | — | 🚀 |
🔎 Key Drivers
📈 Trading volume
📊 Options activity
👥 Customer assets +79%
💰 Trading-related revenue +66%
⚙️ Operating leverage
📈 August 19 Close: $8.64 | +8.95%
🌙 After Hours: roughly $9.79–$9.91 | +13%–15%
💹 Trade Setup: 🚀 Strong Bullish — High Risk
StockInsight™ Take: Outstanding operating momentum, but BULL remains highly sensitive to retail trading activity and market volatility.
💳 BILL HOLDINGS — $BILL
Q4 FY2026 | After Close
| Metric | Actual | Estimate | Surprise |
|---|---|---|---|
| EPS | $0.84 | $0.71 | 🚀 +18.3% |
| Revenue | $436.2M | $430.6M | 🟢 +1.3% |
🔎 Key Drivers
💰 Free cash flow
📈 Margin expansion
🏢 SMB spending
💳 Payments volume
🤖 Automation
💹 Trade Setup: 🟢 Bullish — Profitability Improvement
StockInsight™ Take: A strong profitability beat, although the relatively small revenue beat means investors will focus heavily on forward growth and margins.
🏭 NORDSON — $NDSN
Q3 FY2026 | After Close
| Metric | Actual | Estimate | Surprise |
|---|---|---|---|
| EPS | $3.25 | $3.09 | 🟢 +5.2% |
| Revenue | $817.7M | $779.5M | 🚀 +4.9% |
🔎 Key Drivers
🏭 Industrial automation
📦 Packaging
💻 Electronics
🧪 Precision manufacturing
August 19 Close: $309.92 | +1.88%
💹 Trade Setup: 🟢 Bullish — Industrial Quality
⚡ WOLFSPEED — $WOLF
Q4 FY2026 | After Close
| Metric | Actual | Estimate | Surprise |
|---|---|---|---|
| EPS | −$2.44 | −$2.45 | 🟢 Slight Beat |
| Revenue | — | ~$150M | ⚠️ |
🔎 Key Drivers
⚡ Silicon carbide
🚗 EV semiconductors
🏭 Industrial power electronics
💰 Capital requirements
📉 Profitability
💹 Trade Setup: 🔴 Speculative / Very High Risk
StockInsight™ Take: The tiny EPS beat does little to change the larger investment debate surrounding cash burn, restructuring and the path toward profitability.
🌸 COTY — $COTY
Q4 FY2026 | After Close
| Metric | Actual | Estimate |
|---|---|---|
| EPS | −$0.02 | −$0.01 |
| Revenue | ~$1.3B | ~$1.2B |
🔎 Key Drivers
💄 Beauty
🌸 Fragrance
🌍 International growth
🏷️ Portfolio optimization
💹 Trade Setup: 🟡 Mixed — Beauty Recovery Watch
StockInsight™ Take: Revenue was constructive, but profitability remains the key issue. The Estée Lauder report provides a much stronger positive read-through for the beauty sector.
🧬 ALUMIS — $ALMS
After Close
Alumis is primarily a clinical-stage biotech investment story.
🔎 What Matters
🧬 Clinical pipeline
💊 Immunology programs
💰 Cash runway
📅 Clinical catalysts
🔬 Regulatory developments
💹 Trade Setup: 🟡🔴 Very High Risk — Catalyst Driven
StockInsight™ Take: For ALMS, quarterly EPS/revenue are far less important than clinical and regulatory progress.
📊 AUGUST 19 MASTER SCORECARD
| Stock | Timing | EPS Surprise | Revenue Surprise | Guidance | Reaction | Setup |
|---|---|---|---|---|---|---|
| 💄 EL | BMO | 🟢 +21.9% | 🟢 +2.2% | 🟢 | 🚀 +16.3% | 🚀 |
| 💻 BULL | AMC | 🟢 Beat | 🚀 +10% | 🟢 | 🚀 +13–15% AH | 🚀 |
| 🛒 TGT | BMO | 🚀 +75.6% | 🟢 +1.7% | 🟢 Raised | 🟢 +4.5% | 🟢 |
| 🏭 NDSN | AMC | 🟢 +5.2% | 🟢 +4.9% | 🟢 | — | 🟢 |
| 💳 BILL | AMC | 🚀 +18.3% | 🟢 +1.3% | 🟢 | — | 🟢 |
| 🤖 ADI | BMO | 🟢 +3.3% | 🟢 +2.6% | 🚀 Strong | 🔴 Slightly down | 🟢 |
| 🚢 VIK | BMO | 🟢 Beat | 🟢 ~+6% | 🟢 | 🟢 | 🟢 |
| 🏠 LOW | BMO | 🟢 +4.3% | 🔴 −0.8% | 🔴 Cut | 🟢 +2.5% | 🟡 |
| 🏷️ TJX | BMO | 🟢 +2.5% | 🟢 Slight beat | 🟢 Raised | 🔴 ~−4% | 🟡 |
| ⚡ WOLF | AMC | 🟢 Slight | — | 🔴/🟡 | Volatile | 🔴 |
| 🌸 COTY | AMC | 🔴 Miss | 🟢 Beat | 🟡 | — | 🟡 |
🏆 TOP EARNINGS WINNERS
🥇 💄 $EL — ESTÉE LAUDER
+16.3%
Best combination of earnings beat + growth improvement + guidance + price reaction.
🥈 💻 $BULL — WEBULL
~+13–15% after hours
Exceptional revenue growth and customer-asset expansion.
🥉 🛒 $TGT — TARGET
~+4.5%
Huge EPS beat, stronger comps and raised outlook.
4️⃣ 🏭 $NDSN — NORDSON
Strong EPS + revenue beat
5️⃣ 💳 $BILL — BILL
+18% EPS surprise
⚠️ BIGGEST EARNINGS DISCONNECTS
🏷️ $TJX
Good quarter → stock down
The market wanted more.
🤖 $ADI
Excellent fundamentals → muted/negative stock reaction
Semiconductor valuation and sector positioning remain important.
🏠 $LOW
Weak guidance → stock higher
The market appears to be looking beyond the current housing slowdown.
🧠 AUGUST 19 EARNINGS THEMES
🤖 AI & SEMICONDUCTORS
ADI: 🟢
40% revenue growth and powerful Q4 guidance demonstrate that AI/data-center demand remains real.
But good fundamentals don’t automatically mean higher stock prices when valuations and positioning are stretched.
🛒 CONSUMER
TGT: 🟢
TJX: 🟢 fundamentals
LOW: 🟡
The consumer isn’t disappearing.
Instead, spending is becoming increasingly selective and value-oriented.
🏠 HOUSING
LOW: 🟡🔴
Large-ticket renovation remains under pressure.
The key potential catalyst remains lower mortgage rates.
💄 BEAUTY
EL: 🚀
One of the strongest turnaround signals of the current earnings season.
🚢 TRAVEL
VIK: 🟢
Affluent consumers continue to support premium travel.
🎯 STOCKINSIGHT™ TRADE RANKING
| Rank | Stock | Bias | Risk | Trade Setup |
|---|---|---|---|---|
| 🥇 | $EL | 🚀 Strong Bullish | Medium | Turnaround momentum |
| 🥈 | $BULL | 🚀 Strong Bullish | Very High | Momentum / volume |
| 🥉 | $TGT | 🟢 Bullish | Medium | Breakout watch |
| 4 | $ADI | 🟢 Bullish | Medium | AI infrastructure |
| 5 | $NDSN | 🟢 Bullish | Medium | Industrial growth |
| 6 | $BILL | 🟢 Bullish | Medium/High | Profitability |
| 7 | $VIK | 🟢 Bullish | Medium | Premium travel |
| 8 | $LOW | 🟡 Neutral | Medium | Housing recovery |
| 9 | $TJX | 🟡 Watch | Medium | Post-earnings dip |
| 10 | $WOLF | 🔴 Speculative | Very High | Turnaround risk |
📌 STOCKINSIGHT™ BOTTOM LINE
🔥 AUGUST 19 MESSAGE
🟢 Strong earnings ≠ automatically strong stock
Today’s session demonstrated the importance of expectations, valuation and guidance.
EL → 🚀 Beat + improving outlook + strong reaction
TGT → 🟢 Beat + raised outlook + positive reaction
ADI → 🟢 Excellent fundamentals + muted reaction
TJX → 🟡 Beat + raised guidance + sharp selloff
LOW → 🟡 Weak guidance + surprisingly positive reaction
BULL → 🚀 Strong growth + powerful after-hours reaction
🎯 STOCKINSIGHT™ EARNINGS BIAS
🟢 SELECTIVELY BULLISH
Leadership: $EL $TGT $ADI
Momentum: $BULL
Industrial: $NDSN
Watch: $TJX $LOW
Speculative: $WOLF
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