Daily Market Pulse
📊 STOCKINSIGHT™ EARNINGS REPORT — AUGUST 26, 2026
☀️ PREMARKET EARNINGS
Markets are heading into Wednesday with a mixed earnings picture. Several companies delivered EPS and revenue beats, but investors are showing that guidance and the quality of earnings matter more than headline beats.
The biggest premarket movers include Zoom, Intuit and Kohl’s, while Li Auto remains under pressure.
💻 ZOOM VIDEO — ZM
🔴 PREMARKET: -7%
Revenue: $1.28B
YoY Revenue Growth: +4.93%
EPS: $1.55
EPS Growth: +1.31%
Revenue Beat: +$7.86M
EPS Beat: +$0.17
Zoom delivered a solid headline quarter, with revenue increasing nearly 5% and enterprise sales growing 7.8%, the fastest pace in three years.
The problem is the outlook.
Zoom raised its full-year revenue and EPS guidance, but Q3 EPS guidance came in below Wall Street expectations.
The market is therefore looking beyond the quarterly beat and focusing on whether growth can accelerate enough to justify the valuation.
🎯 StockInsight™ Verdict
🟡 MIXED / CAUTIOUS
Good quarter: 🟢
Enterprise growth: 🟢
FY guidance: 🟢
Q3 outlook: 🔴
Premarket reaction: 🔴
Key takeaway: The market wanted stronger forward momentum, not simply another quarterly beat.
💰 INTUIT — INTU
🔴 PREMARKET: -11%
Revenue: $4.35B
YoY Revenue Growth: +13.65%
EPS: $4.03
EPS Growth: +46.55%
Revenue Beat: +$84.90M
EPS Beat: +$0.74
Intuit delivered an excellent quarterly earnings beat.
Revenue climbed more than 13%, while EPS surged more than 46%. Both revenue and earnings exceeded Wall Street expectations.
Yet the stock is falling sharply.
Why?
⚠️ FY2027 Outlook
Intuit expects FY2027 revenue growth of approximately 9–10%, below Wall Street’s roughly 11% expectation.
The company is also dealing with declining desktop-related business while investing heavily to attract more TurboTax users.
🎯 StockInsight™ Verdict
🟡 MIXED
Quarter: 🟢 Excellent
EPS: 🟢 Strong beat
Revenue: 🟢 Strong beat
Forward growth: 🔴 Disappointing
Premarket reaction: 🔴
Key takeaway: A perfect example of why beating the quarter isn’t enough when future growth expectations come down.
🛒 KOHL’S — KSS
🔴 PREMARKET: -7%
Revenue: Lower YoY
EPS: Slightly lower YoY
Comparable Sales: -0.9%
Tariff Refund: $150M
FY EPS Guidance: Raised
Kohl’s produced a complicated earnings report.
Same-store sales declined 0.9%, while quarterly profit and sales were slightly lower.
However, a $150M tariff refund boosted margins and helped management raise full-year EPS guidance.
That creates a major distinction between the reported quarter and underlying operating performance.
⚠️ Investors Are Skeptical
The higher guidance is encouraging, but the stock’s roughly 7% premarket decline shows investors aren’t convinced that the improvement is entirely sustainable.
🎯 StockInsight™ Verdict
🟡 MIXED / TURNAROUND
Margins: 🟢
Guidance: 🟢
Comparable sales: 🟡
Tariff impact: ⚠️
Premarket reaction: 🔴
Key takeaway: Margin improvement is encouraging, but investors want to see organic improvement in sales and profitability.
🚗 LI AUTO — LI
🔴 PREMARKET: -2%
Q2 Net Loss: $253M
Deliveries: -11% YoY
Revenue: -15% YoY
Q3 Delivery Guidance: +1.9% to +7.3% YoY
Li Auto reported a significantly weaker quarter as Chinese EV demand remains challenging.
The company posted a $253M loss, while deliveries declined approximately 11% and revenue dropped 15%.
The Q3 outlook does offer some hope, with management expecting deliveries to return to year-over-year growth.
However, the recovery is expected to be relatively modest.
🎯 StockInsight™ Verdict
🔴 BEARISH
Revenue: 🔴
Deliveries: 🔴
Profitability: 🔴
Q3 deliveries: 🟡
Premarket reaction: 🔴
Key takeaway: Li Auto needs to demonstrate that the delivery decline has bottomed before the earnings story becomes compelling again.
🌙 AFTER-CLOSE EARNINGS — AUGUST 25
The previous session also produced several notable earnings reports.
✈️ HEICO — HEI
🟢 BULLISH
Revenue: $1.41B
YoY Growth: +23.13%
EPS: $1.67
EPS Growth: +32.54%
Revenue Beat: +$65.47M
EPS Beat: +$0.16
HEICO delivered a strong quarter, with both revenue and EPS comfortably ahead of expectations.
The combination of double-digit revenue growth and more than 30% EPS growth makes this one of the cleaner earnings reports in the group.
🎯 StockInsight™ Verdict
🟢 STRONG
🏠 WILLIAMS-SONOMA — WSM
🟢 BULLISH
Revenue: $1.96B
YoY Growth: +6.71%
EPS: $2.10
EPS Growth: +5.00%
Revenue Beat: +$44.37M
EPS Beat: +$0.07
Williams-Sonoma delivered another positive earnings surprise.
Revenue increased nearly 7%, while EPS grew 5%.
Both metrics exceeded expectations, indicating continued resilience in the home-furnishings business.
🎯 StockInsight™ Verdict
🟢 POSITIVE
💻 ZOOM — ZM
🟡 MIXED
Zoom’s after-close report was technically a beat on both revenue and EPS, but the market’s reaction demonstrates the importance of forward guidance.
Revenue reached $1.28B and EPS came in at $1.55, both above expectations.
Nevertheless, shares fell sharply because investors were disappointed by the Q3 outlook.
🎯 StockInsight™ Verdict
🟡 GOOD QUARTER / WEAK REACTION
💰 INTUIT — INTU
🟡 MIXED
Intuit also delivered a significant quarterly beat.
Revenue reached $4.35B and EPS came in at $4.03.
However, FY2027 growth expectations failed to match Wall Street’s expectations.
🎯 StockInsight™ Verdict
🟡 STRONG QUARTER / WEAKER OUTLOOK
🔥 THE BIGGEST EARNINGS LESSON TODAY
📉 BEATING EPS IS NO LONGER ENOUGH
Three reports illustrate this perfectly:
INTU: 🟢 Huge EPS beat → 🔴 Stock -11%
ZM: 🟢 EPS + revenue beat → 🔴 Stock -7%
KSS: 🟡 Guidance raised → 🔴 Stock -7%
Investors are increasingly asking:
“What happens next?”
rather than:
“Did the company beat this quarter?”
⚠️ TARIFFS ARE DISTORTING THE EARNINGS PICTURE
Kohl’s is the clearest example today.
The company received a $150M tariff refund, which helped margins and contributed to higher full-year EPS guidance.
This means investors need to distinguish between:
🟢 Organic earnings improvement
and
⚠️ One-time tariff-related benefits
That distinction is becoming increasingly important throughout this earnings season.
🚨 TONIGHT’S MAIN EVENT
🤖 NVIDIA — NVDA
Nvidia reports after the close today.
📊 Wall Street Expectations
Revenue: $92.11B
YoY Revenue Growth: +97.06%
EPS: $2.09
YoY EPS Growth: +100.96%
These numbers tell you how high the bar has become.
Nvidia is expected to nearly double both revenue and earnings year over year.
🔥 WHAT TO WATCH IN NVIDIA
🤖 AI / Data Center
Is demand for Nvidia’s AI infrastructure still accelerating?
🖥️ Blackwell
How quickly is the latest generation contributing to revenue?
💰 Margins
Can Nvidia maintain exceptional profitability while ramping new products?
🏢 Hyperscaler Spending
Are Microsoft, Amazon, Google and Meta continuing to spend aggressively on AI infrastructure?
🇨🇳 China
Any new information regarding Nvidia’s ability to serve the Chinese market could materially affect sentiment.
🔮 Guidance
This may ultimately be the most important number of the night.
A huge beat without strong forward guidance could still disappoint investors.
🌙 OTHER MAJOR AFTER-CLOSE REPORTS
🧠 SYNOPSYS — SNPS
Expected Revenue: $2.44B
Expected Growth: +40.26%
Expected EPS: $3.47
Focus: Semiconductor design software and AI-driven chip complexity.
🎯 StockInsight™ Setup
🟢 High-growth semiconductor software story
👕 URBAN OUTFITTERS — URBN
Expected Revenue: $1.65B
Expected Growth: +9.61%
Expected EPS: $1.71
Focus: Consumer spending and apparel demand.
🎯 StockInsight™ Setup
🟢 Moderate growth / consumer read-through
🧪 AGILENT TECHNOLOGIES — A
Expected Revenue: $1.84B
Expected Growth: +5.94%
Expected EPS: $1.48
Focus: Life-science and analytical instrumentation demand.
🎯 StockInsight™ Setup
🟡 Steady growth
📅 TOMORROW’S KEY EARNINGS
🛍️ THE GAP — GAP
Expected Revenue: $3.79B
Expected EPS: $0.52
EPS is expected to decline approximately 8.8% YoY.
🇨🇳 BILIBILI — BILI
Expected Revenue: $1.16B
Expected EPS: $0.18
Revenue is expected to grow approximately 13.3%.
🖥️ AUTODESK — ADSK
Expected Revenue: $2.01B
Expected EPS: $2.97
Both revenue and EPS are expected to grow double digits.
☁️ WORKDAY — WDAY
Expected Revenue: $2.63B
Expected EPS: $2.34
Revenue growth is expected around 12.2%.
🏆 STOCKINSIGHT™ EARNINGS RANKING
🟢 HEI — Strongest Completed Report
Excellent revenue and EPS growth with beats across the board.
🟢 INTU — Strongest Quarterly Beat
Huge EPS and revenue beat, but forward guidance disappointed.
🟢 WSM — Solid Positive Report
Healthy revenue growth and another earnings beat.
🟡 ZM — Beat, But Guidance Problem
The quarter was good; the outlook wasn’t good enough.
🟡 KSS — Turnaround Still Unproven
Higher guidance is positive, but tariff refunds complicate the picture.
🔴 LI — Weakest Fundamentals
Revenue, deliveries and profitability all remain under pressure.
🎯 STOCKINSIGHT™ FINAL TAKE
Today’s earnings story isn’t simply about beats versus misses.
It’s about expectations versus reality.
INTU shows that even a huge EPS beat can be punished when future growth disappoints.
ZM shows that raised full-year guidance doesn’t necessarily offset weak near-term expectations.
KSS demonstrates how tariff refunds can make reported earnings look stronger than the underlying business.
HEI provides the cleanest positive earnings signal.
And now the market turns to the company that could determine the tone for the entire AI trade:
🤖 NVIDIA — NVDA
Expected Revenue: $92.11B
Expected EPS: $2.09
🚨 The question isn’t whether Nvidia can beat.
The question is whether Nvidia can beat high enough — and guide high enough — to satisfy an already euphoric AI market.
StockInsight™ | August 26, 2026
