Earnings live: Instacart stock jumps, Tyson rises with CoreWeave results ahead

Maplebear Inc., doing concern arsenic Instacart (CART), reported beardown top- and bottom-line results arsenic online market orders surged successful the 3rd quarter.

GAAP net per stock of $0.51 topped Wall Street analysts' statement estimation of $0.50 per share, according to S&P Global Market Intelligence. Revenue jumped to $939 million, supra estimates of $933 million.

Instacart said its orders grew 14% twelvemonth implicit twelvemonth to 83.4 million, driving gross growth, adjacent arsenic the mean bid worth decreased 4% twelvemonth implicit year.

Transaction gross and advertizing gross some grew 10% to $670 cardinal and $269 million, respectively.

For the 4th quarter, Instacart expects adjusted EBITDA of $285 cardinal to $295 million, which has a midpoint higher than the Street's estimated $288 million.

Instacart banal popped implicit 8% successful premarket trading.

The highest information of the 3rd 4th net play is down us. To recap, investors heard from Robinhood (HOOD), Palantir (PLTR), AMD (AMD), Moderna (MRNA), Duolingo (DUOL), Snap (SNAP), and galore others, which you tin work much astir successful the blogs below.

In the adjacent week, Disney (DIS), CoreWeave (CRWV), Oklo (OKLO), and Paramount Skydance (PSKY) volition item the calendar.

Although determination person been immoderate melodramatic drawdowns successful idiosyncratic names truthful acold this net season, connected the whole, companies person reported much affirmative net surprises than antagonistic ones.

FactSet elder net expert John Butters has the study card: With 91% of S&P 500 companies having reported 3rd 4th results truthful far, 82% of companies person reported a affirmative net astonishment and 77% of companies person reported a affirmative gross surprise.

And the net maturation complaint for Q3 present appears connected way to summation from the 2nd quarter, astatine 13.1%.

As for the trends this season, immoderate are a continuation from past quarter. Tariffs proceed to beryllium apical of caput for firm leaders, and tech enthusiasm centered astir artificial quality continues to substance momentum, arsenic my workfellow Hamza Shaban alluded to earlier this week.

But different cracks person emerged. Several consumer-facing companies person noted that affordability and sentiment pressures are starting to instrumentality a toll. And mentions of the authorities shutdown person spiked, though successful galore cases conscionable for executives to iterate that they're seeing small to nary impact.

Constellation Energy (CEG) banal fell astir 6% up of the marketplace unfastened aft the vigor supplier reported net that missed expectations and narrowed its full-year operating net guidance.

In Q3, Constellation posted GAAP net per stock of $2.97, which missed expert estimates of $3.05, according to S&P Global Market Intelligence. However, gross of $6.57 cardinal exceeded analysts' mean estimation of $6.46 billion.

Constellation besides narrowed its full-year adjusted operating net guidance scope by $0.15 connected either extremity to a caller scope of $9.05–$9.45 per share. Previously, Constellation had been guiding for operating net guidance successful a scope of $8.90-$9.60 per share.

Constellation's atomic fleet produced 46,477 gigawatt-hours (GWhs) successful the 3rd quarter, compared with 45,510 GWhs successful Q3 2024, achieving a 96.8% capableness factor, compared with 95.% for the aforesaid play a twelvemonth ago.

Year to date, Constellation Energy's banal is up 57%.

Wendy's gross and same-restaurant income dipped successful the 3rd quarter, but the banal climbed 9% successful premarket trading, arsenic the declines weren't arsenic atrocious arsenic analysts feared.

In Q3, Wendy's reported gross of $549 million, a 3% diminution from the aforesaid play a twelvemonth agone but higher than the Street's estimation of $534 million, according to S&P Global Market Intelligence. Global same-restaurant income besides dropped by 3.7%, which was not arsenic steep arsenic analysts had anticipated.

Earnings per stock of $0.24 topped estimates for $0.20 per share.

Wendy's planetary concern helped offset declines successful US user spending, portion franchise fees helped bolster revenue.

Read much present from Investing.com.

Shares successful Block (XYZ) fell 15% earlier the doorbell connected Friday aft the fintech company, which is owned by Jack Dorsey, the laminitis of Twitter, released net connected Thursday which caused interest among investors owed to Block's outgo unit, Square, and its profitability.

Reuters reports:

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Sweetgreen (SG) missed net estimates arsenic less consumers ordered crockery bowls successful the 3rd quarter.

The institution reported a nett nonaccomplishment of $0.31 connected $172.3 cardinal successful revenue, beneath expectations for a nonaccomplishment of $0.18 per stock connected $177.8 million, according to S&P Global Market Intelligence.

Traffic declined 11.7% twelvemonth implicit year, which the institution attributed to "a slowdown successful user spending wrong the macroeconomic environment" and a displacement successful its loyalty program.

Additionally, the fast-casual edifice concatenation announced the merchantability of Spyce, which created the Infinite Kitchen makeline, to Wonder for $186.4 million. Sweetgreen volition proceed to usage Spyce's Infinite Kitchen exertion successful its kitchens arsenic portion of the partnership.

Sweetgreen banal fell implicit 8% successful after-hours trading.

Jack Dorsey's Block (XYZ) reported net and gross that missed Wall Street's expectations connected Thursday, sending the banal 10% little successful after-hours trading.

In the 3rd quarter, Block reported net per stock of $0.54 connected gross of $6.11 billion. That's compared to estimates of $0.68 per stock connected gross of $6.31 billion, according to S&P Global Market Intelligence.

The fintech company, known for its Square point-of-sale systems and Cash App, has progressively been leaning into crypto and integrating bitcoin transactions into its services. In his shareholder letter, Dorsey said that Square bitcoin, which volition alteration merchants to judge bitcoin payments, volition beryllium rolled retired this month.

In the 3rd quarter, Square's gross nett roseate 9% to $1.01 billion, portion Cash App gross nett grew 24% to $1.6 billion.

For the afloat year, Block forecast gross nett of $10.24 billion, assuming year-over-year maturation of 15%, which was somewhat supra its full-year outlook issued past 4th of $10.17 billion.

New Opendoor (OPEN) CEO Kaz Nejatian outlined a way to profitability connected Thursday arsenic the existent property iBuyer seeks to instrumentality to profitability.

The erstwhile Shopify COO, who joined Opendoor successful September, laid retired 3 objectives successful the company's turnaround: transacting with much sellers, strengthening portion economics, and driving operational efficiency. Nejatian promised adjusted nett income would interruption adjacent by the extremity of 2026.

"We are refounding Opendoor arsenic a bundle and AI company," Nejatian said. "In my archetypal period arsenic CEO, we've made a decisive interruption from the past — returning to the office, eliminating reliance connected consultants, and launching implicit a twelve AI-powered products and features that show our renewed velocity. Our concern volition win by gathering exertion that makes selling, buying, and owning a location easier and much joyful — not from charging precocious spreads and hoping the macro saves us.”

The strategy was presented on with Opendoor's 3rd 4th results, which missed net estimates but bushed connected revenue.

Opendoor reported gross of $915 million, its lowest quarterly gross since Q4 2023 but supra Wall Street's expectations for $882 million. A nonaccomplishment per stock of $0.12 during the 4th was wider than the expected $0.07 loss, according to S&P Global Market Intelligence statement estimates.

For the 4th quarter, Opendoor expects akin declines. The institution stated that its adjusted EBITDA nonaccomplishment for Q4 2025 is expected to beryllium successful the high-$40 cardinal to mid-$50 cardinal range. Analysts estimated Q4 EBITDA astatine a nonaccomplishment of $41 million.

The banal has been 1 of the astir progressive tickers this year, arsenic retail capitalist and meme commercialized involvement has sparked beardown moves successful the stock.

Thursday's post-earnings determination was nary different, arsenic the banal fell 4% successful after-hours trading. Year to date, shares of Opendoor person soared 324%, but the banal is down by 26% successful the past month.

Airbnb (ABNB) banal jumped 5% successful extended trading arsenic planetary bookings buoyed gross maturation successful the 3rd quarter.

Here's what the abrogation rental institution reported successful its 3rd quarter, compared to Wall Street estimates compiled by S&P Global Market Intelligence:

In presumption of bookings, Airbnb said it saw mid-single digit maturation successful North America, portion bookings grew by mid-single digits successful Europe and the Middle East, low-20s maturation successful Latin America (particularly driven by Brazil bookings), and mid-teens maturation successful Asia Pacific.

Overall, Airbnb reported 133.6 cardinal nights and seats booked during the quarter, a 9% summation compared to the aforesaid play a twelvemonth ago.

"During Q3 2025, we saw comparatively accordant booking behaviour by our guests successful presumption of marketplace type, question corridor, and magnitude of enactment compared to the aforesaid prior-year period," the institution said successful a statement. "Average pb times were up somewhat connected a year-over-year basis, peculiarly successful North America successful portion driven by the motorboat of our Reserve Now, Pay Later offering."

Listen to Airbnb's net telephone here astatine 5 p.m. ET.

Under Armour (UAA, UA) shares sank connected Thursday aft the diversion apparel retailer swung to a nett nonaccomplishment successful its 2nd 4th and forecast declining gross for its fiscal twelvemonth 2026.

For the quarter, Under Armour reported a nonaccomplishment per stock of $0.04 connected gross of $1.33 billion. Wall Street analysts were modeling for a nonaccomplishment of $0.02 connected gross of $1.30 billion, according to S&P Global Market Intelligence.

Net income declined 4.7% twelvemonth implicit year, driven by decreases successful each categories, which the institution attributed to "ongoing unit from a challenging user request environment." Under Armour expects gross to diminution 4% to 5% for the afloat fiscal year.

Apparel income fell 1.1%, owed to softness successful the run, outdoor, and play categories. Footwear income fell 15.7%, and accessories income dropped 2.8%, compared to the aforesaid play successful 2024.

Gross borderline besides declined by 250 ground points to 47.3%, "mainly owed to proviso concatenation headwinds, driven by accrued tariffs, and a little favorable transmission and determination mix," the institution said.

“We don't person a marque problem," Under Armour CEO Kevin Plank stressed connected the company's net call. "And we don't judge we person a merchandise problem. ... But we surely person a communicative opportunity. We haven't connected those things. We enactment a footwear retired determination similar the Assert. We conscionable ne'er told anybody wherefore they should bargain it."

Under Armour besides announced that Samsonite enforcement Reza Taleghani volition regenerate 21-year firm seasoned David Bergman arsenic CFO successful February 2026.

Reuters reports:

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ConocoPhillips (COP) banal precocious 0.9% successful premarket trading connected Thursday aft the lipid and state institution raised its full-year forecast for accumulation and lowered its outlook for costs.

Adjusted net per stock of $1.61 bushed estimates of $1.41, according to S&P Global Market Intelligence. Conoco besides raised its 4th fourth dividend by 8% to $0.84 per share.

The Houston-based institution raised its 2025 accumulation guidance to 2.375 MMBOED (millions of barrels of lipid equivalent per day), compared to its anterior guidance of 2.35 cardinal to 2.37 cardinal barrels of lipid per day.

ConocoPhillips besides lowered its full-year adjusted operating outgo to $10.6 billion, compared to anterior guidance of $10.7 cardinal to $10.9 billion. However, it updated the full task superior for the Willow project, which is an lipid drilling tract successful Alaska, to $8.5 cardinal to $9 billion.

Biotech institution Moderna (MRNA) posted different nett nonaccomplishment successful the 3rd 4th arsenic COVID vaccine income declined; however, the nonaccomplishment was overmuch smaller than analysts expected, and the banal popped 6% successful premarket trading.

The institution reported gross of $1 billion, a 45% alteration from the $1.9 cardinal successful gross it reported successful Q3 2024. That was chiefly driven by a important alteration successful COVID vaccine income and different merchandise sales.

Moderna reported $971 cardinal successful COVID vaccine income successful Q3, with $781 cardinal successful US income and $190 cardinal successful planetary sales.

That led to a nonaccomplishment per stock of $0.51 for the quarter. However, Wall Street was expecting a overmuch wider nonaccomplishment of $2.18 per share.

Moderna has been aggressively cutting costs. Its probe and improvement expenses were down 30% twelvemonth implicit year, portion the outgo of income decreased 60%.

"We stay highly focused connected operational excellence and fiscal subject to beforehand our pipeline and grow the scope of our commercialized portfolio," Moderna CEO Stéphane Bancel said successful a statement.

For the afloat year, Moderna narrowed its gross guidance range. It present sees 2025 gross successful a scope of $1.6 cardinal to $2 billion. It antecedently guided for gross to beryllium betwixt $1.5 cardinal and $2.2 billion.

E.l.f. Beauty, Inc. (ELF) shares fell much than 21% successful after-hours trading connected Wednesday aft the institution posted a disappointing 2026 full-year outlook.

The institution expects nett income to beryllium successful the scope of $1.55 cardinal to $1.57 billion, beneath Wall Street's expectations of $1.65 billion, per Bloomberg statement data. It besides expects adjusted net successful the scope of $2.80 to $2.85, besides acold little than the expected $3.53. It expects nett income maturation of astir 18% to 20%.

CFO Mandy Fields attributed the weaker outlook to tariffs, which "assumes that the 45% tariff complaint stays successful spot for the remainder of our fiscal year."

On a telephone with investors, she said, "We estimation each 10 percent points of incremental tariffs results successful a $17 cardinal maturation interaction to our outgo of goods sold connected an annualized ground earlier immoderate mitigating actions."

She added, "While tariff rates stay volatile, we judge the pb clip of our proviso concatenation gives america greater visibility into our costs for the 2nd fractional of the year."

The banal fell arsenic overmuch arsenic 30% earlier paring immoderate of those losses.

In the company's latest quarter, it posted mixed results. Adjusted net bushed estimates astatine $0.68 per share, portion gross came successful astatine $342.9 million, abbreviated of Wall Street's expected $365.7 million.

Figma saw its shares emergence on with its yearly gross forecast, which was boosted by the occurrence of the company's AI tools and plan software.

Reuters reports:

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Chime Financial (CHYM) reported yearly gross maturation of 29% successful the September quarter, highlighting resilient user spending connected essentials successful the US.

The fintech company, which provides integer user banking and outgo services, including checking and savings accounts, reported gross of $544 million. Chime besides raised its full-year forecast arsenic it sees a surge of caller members.

Chime banal accrued 5% successful after-hours trading pursuing the results.

Reuters reports:

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Duolingo (DUOL) banal was crushed successful extended trading arsenic investors homed successful connected a softer-than-expected bookings forecast for the 4th quarter.

Reuters reports:

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Robinhood (HOOD) banal slipped aft hours arsenic the company's nett and gross beats were tested by the stock's monolithic 280%-plus rally since the opening of the year.

Yahoo Finance's Ines Ferré reports:

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