Yahoo Finance Tue, November 25, 2025 at 9:15 PM GMT+8 1 min read In this article: - StockStory Top Pick ANF -6.10%
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A scattering of S&P 500 companies have yet to report third quarter results, with most of the reports in the rearview mirror.
So far, the Q3 earnings season is off to a positive start. As of Nov. 21, 95% of S&P 500 companies have reported results, according to FactSet data, and analysts are expecting a 13.4% jump in earnings per share during the third quarter. If that figure holds, it would mark the fourth straight quarter of double-digit earnings growth and an acceleration from the 12% earnings growth rate reported in Q2 of this year.
Expectations were much lower coming into the quarter, as analysts expected S&P 500 companies to report a 7.9% jump in earnings per share in Q3, as of Sept. 30.
Source: FactSet Following on the heels of retail earnings last week, reports from Abercrombie & Fitch (ANF), Dick’s Sporting Goods (DKS), and Burlington Stores (BURL) in the upcoming week will provide further insight into whether worsening consumer sentiment is impacting purchasing decisions.
Other reports across tech and other sectors are set to arrive from Zoom (ZM), Dell (DELL), Workday (WDAY), HP Inc. (HPQ), Deere (DE), and Pony AI (PONY).
Here are the latest updates from corporate America.
LIVE 241 updates- 17 mins ago Grace O'Donnell
Abercrombie & Fitch stock surges on earnings beat, fueled by Hollister sales
Abercrombie & Fitch (ANF) stock surged over 18% in premarket trading after strong sales at the company's Hollister brand lifted earnings.
The retailer reported earnings per share of $2.36, compared to analysts' estimates of $2.16, according to S&P Global Market Intelligence. Net sales reached $1.29 billion, also above estimates for $1.27 billion.
Overall, same-store sales rose 3% year over year, driven by a 15% sales increase for the Hollister brand and a 7% sales decline for Abercrombie.
“We achieved three years of consecutive quarterly sales growth, delivering record third quarter net sales, with 7% growth to last year," CEO Fran Horowitz said in the release. "Hollister brands grew 16% on a strong finish to back-to-school and fall seasonal transition. Abercrombie brands made sequential progress in-line with our expectations, and we are tightly managing inventory as we aim for fourth quarter brand net sales to be approximately flat to last year’s record."
The company raised the lower end of its full-year outlook for net sales growth to a range of 6% to 7%, while net income per diluted share is expected to come in at $10.20 to $10.50. Previously, the company saw net sales growing 5% to 7% and net income in a range of $10.00 to $10.50.
40 mins ago Jenny McCall
Best Buy earnings beat Wall Streets forecasts, company raises outlook
Best Buy's (BBY) third quarter results beat analysts' estimates as the company raised its full-year outlook on Tuesday.
The retailer, which is heading into the holiday season, said that its sales were driven by "strong results across computing, gaming and mobile phones." Shares in Best Buy rose 3% during premarket trading.
Yahoo Finance's senior reporter Brooke DiPalma looks into the latest earnings report from the retail chain.
Read more here.
Kohl’s shares soar as Q3 results beat expectations
Kohl's (KSS) stock soared 23% before the bell on Tuesday after the retailer reported better-than-expected third quarter results. Both earnings and revenue surpassed Wall Street estimates. The retailer also increased its full-year outlook.
Investing.com reports:
Read more here.
Alibaba rises after beating quarterly revenue estimates
Alibaba (BABA) stock rose 4% before the bell on Tuesday after the Chinese e-commerce giant beat analysts' estimates for quarterly revenue, as investments in one-hour delivery helped drive more users to its shopping apps, while its cloud division reported strong growth.
Reuters reports:
Read more here.
- Mon, November 24, 2025 at 9:32 PM UTC Grace O'Donnell
Agilent beats quarterly revenue estimates on strong demand for lab tools
From Reuters:
Read more here.
- Mon, November 24, 2025 at 9:25 PM UTC Grace O'Donnell
Zoom reports upbeat earnings, outlook as AI adoption grows 'meaningfully'
Zoom (ZM) stock bounced 3% higher in extended trading on Monday after the communications software company beat earnings expectations, raised its annual outlook, and increased its stock buyback authorization by $1 billion.
Here's what Zoom reported for the third quarter, compared to estimates compiled by S&P Global Market Intelligence.
Zoom CEO Eric Yuan noted that customers' adoption of the company's AI offerings continues to expand, something investors were watching going into the report, along with AI monetization.
“Zoom is continuing to build on our vision of an AI‑first platform that helps people connect and collaborate more seamlessly,” Yuan said. “This quarter we announced AI Companion 3.0, and we’re thrilled to see AI Companion adoption grow meaningfully. We’re also seeing strong momentum with Custom AI Companion and our AI‑first Customer Experience suite, which helped make this one of our best CX quarters, with broad AI adoption across major deals."
Zoom also raised its financial outlook slightly. The company now expects total revenue for the year between $4.852 billion and $4.857 billion, compared to its prior guidance of between $4.825 billion and $4.835 billion.
The company also raised its earnings per share guidance to a range of $5.95-$5.97 from $5.81-$5.84 previously.
Prosus doubles half-year core profit amid e-commerce pivot
Reuters reports:
Read more here.
- Fri, November 21, 2025 at 8:25 PM UTC Grace O'Donnell
S&P 500 Q3 revenue growth tracking for highest mark in 3 years; 'Mag 7' posts lowest earnings growth since 2023
With nearly all S&P 500 (^GSPC) companies' third quarter earnings reports logged, the index is tracking for an earnings growth rate of 13.4%, according to FactSet's John Butters. While 83% of companies have reported a positive earnings surprise, it's the revenue growth in Q3 that stands out.
Butters notes that S&P 500 companies are reporting the highest revenue growth rate in three years.
If it holds, the S&P 500's current blended revenue growth rate of 8.4% in Q3 would be the highest mark since Q3 2022, when the index posted a revenue growth rate of 11%.
The Health Care, Financials, and Consumer Discretionary sectors have led the revenue growth trend, with companies such as Cardinal Health (CAH), Morgan Stanley (MS), Ford (F), Amazon (AMZN), and Tesla (TSLA), among many others, contributing significantly.
S&P 500 revenue growth is tracking for the highest level in three years. (FactSet) At the same time, earnings growth has slowed for the tech highfliers that have led the markets.
Now that Nvidia (NVDA), the last of the "Magnificent Seven" companies to report earnings, has issued its quarterly release, Butters writes that the Magnificent Seven reported earnings growth of 18.4% for the third quarter.
That's the lowest earnings growth rate for this group of stocks (Apple (AAPL), Alphabet (GOOGL, GOOG), Microsoft (MSFT), Amazon, Meta (META), Tesla, and Nvidia) since Q1 of 2023.
"The weaker performance relative to analyst expectations and the lower earnings growth rate for the 'Magnificent 7' companies are mainly due to the negative EPS surprise reported by Meta Platforms ($1.05 vs. $6.72) for Q3," Butters explained.
"Despite the lower growth rate relative to recent quarters, four of the 'Magnificent 7' companies (NVIDIA, Alphabet, Amazon.com, and Microsoft) are among the top seven contributors to earnings growth for the S&P 500 for the third quarter."
- Fri, November 21, 2025 at 7:52 PM UTC Grace O'Donnell
Gap CEO says company is 'winning' across all income cohorts despite macro pressure
Gap (GAP) stock climbed more than 9% in midday trading Friday as investors cheered on a strong quarter from the apparel company.
In an interview with Yahoo Finance, Gap CEO Richard Dickson described the company's latest quarterly performance as a "playbook" that's working.
Yahoo Finance's Francisco Velasquez reports:
Read more here.
VinFast's quarterly loss widens on hefty spending
Reuters reports:
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BJ’s Wholesale Club shares rise as earnings top estimates
BJ's (BJ) reported third quarter fiscal 2025 earnings that beat analysts' expectations on Friday. The retailer's stock rose 4% before the bell after the company raised its full-year profit outlook on the strength of its membership income.
The wholesale club operator posted adjusted earnings per share of $1.16, beating the analyst consensus of $1.10.
Investing.com reports:
Read more here.
- Thu, November 20, 2025 at 9:26 PM UTC Grace O'Donnell
Gap stock pops on raised outlook, strength in core brands
Gap (GAP) stock popped in extended trading after the apparel company topped earnings expectations and delivered an upbeat outlook.
The retailer reported earnings per share of $0.62, which surpassed estimates, and $3.9 billion in revenue as same-store sales grew 5% year over year. Wall Street was expecting $3.9 billion in revenue and $0.59 per share in earnings, according to S&P Global Market Intelligence.
Gap's three core brands — the namesake Gap brand, Old Navy, and Banana Republic — showed strength during the quarter, while athleisure brand Athleta was the clear laggard. Same-store sales at Gap rose 7% year over year, sales at Old Navy rose 6%, and sales at Banana Republic rose 4%. Athleta's same-store sales, meanwhile, dropped 11%, as Gap said it's applying a "reinvigoration playbook" to the brand.
Gap also raised the lower end of its full-year revenue forecast. It now sees 1.7% to 2% top-line growth, up from its previous guidance of 1% to 2%.
"The strength of our third quarter and quarter-to-date performance positions us well for the holiday selling season and gives us the confidence to increase our full year net sales outlook to the high end of our prior guidance range and raise our full year operating margin outlook," CEO Richard Dickson said in a statement.
- Thu, November 20, 2025 at 9:14 PM UTC Grace O'Donnell
Intuit posts earnings, revenue beat as it doubles down on AI-powered tools
Intuit (INTU) stock modestly rose after hours following top- and bottom-line beats in its fiscal first quarter earnings report.
Profits grew to $1.59 per share on revenue of $3.9 billion. Analysts were expecting a earnings per share of $1.26 on revenue of $3.7 billion, according to S&P Global Market Intelligence.
Intuit also forecast better-than-expected fiscal second quarter revenue growth, a positive signal about its artificial intelligence-powered finance software offerings.
Reuters reports:
Read more here.
- Thu, November 20, 2025 at 4:52 PM UTC Grace O'Donnell
Bath & Body Works stock tanks after downbeat forecast. CEO says the company needs a reset.
Bath & Body Works (BBWI) stock was hammered in late morning trading, falling over 23%, after the company cut its forecast and its new CEO acknowledged that the specialty personal care retailer is in need of some changes.
In the third quarter, net sales declined 1% year over year to $1.59 million, missing Wall Street's estimates for $1.63 million in net sales, according to S&P Global Market Intelligence. Earnings per share of $0.37 also declined year over year and fell short of expectations for $0.39 per share.
The seller of soaps and body lotions also said it doesn't expect much improvement this year, due to negative consumer sentiment. The company said it expects Q4 sales to be down in the high single digits versus last year. It also lowered its full-year net sales profit to a decline of low single digits from growth of 1.5% to 2.7% previously.
Full-year earnings per share are now expected to be at least $2.83. The Street was looking for guidance of $3.33.
On the company's earnings call, Bath & Body Works CEO Daniel Heaf, who joined the company in May, said Bath & Body Works failed to adapt to changing consumer preferences and outlined a plan to turn the company around over the next couple of years, emphasizing that the strategic reset will take "time and focus."
"Over the years, consumers have evolved," Heaf said on the earnings call. "They seek greater efficacy, ingredient-led products, modern packaging, ... storytelling, and elevated multichannel experiences. Our competitors have risen to meet those needs. We have not."
- Thu, November 20, 2025 at 4:33 PM UTC Grace O'Donnell
Walmart CFO: Consumer spending 'still feels very consistent'
While many retailers like Target (TGT) are delivering caveats to their third quarter results that the consumer remains pressured, Walmart (WMT) again distinguished itself as above the fray.
"[It's] something we're keeping an eye on, but overall, when you take the consumer in total, it still feels very consistent," Walmart CFO John David Rainey told Yahoo Finance in an interview Thursday.
Rainey noted that consumers are still prioritizing value and convenience, which helped drive Walmart's 4.5% same-store sales growth and higher profits in Q3.
That said, Walmart is seeing signs of the much-discussed K-shaped economy, where a growing divide is emerging between high-income households and low-income ones.
"What I will say, ... if you dissect that a little bit and you look by income cohort, the disparity between the low income cohort and the upper income cohort has grown a little bit in more recent months," Rainey said, adding that "it's consistent with the macro data."
The next test of consumer strength is now underway, as early Black Friday sales provide clues on the crucial holiday shopping season. There, Walmart is optimistic too.
"Holiday is off to a pretty good start," Rainey said on the company's earnings call. "Back-to-school tends to be an early indicator for how that goes, Halloween, likewise for Thanksgiving, and everything that we've seen so far makes us optimistic and encouraged about customers and members leaning into the seasonal events and holiday shopping period."
- Thu, November 20, 2025 at 12:41 PM UTC Grace O'Donnell
Walmart earnings surpass estimates as retailer lifts guidance
Yahoo Finance's Brooke DiPalma reports:
Read more here.
Wed, November 19, 2025 at 10:38 PM UTC Brett LoGiurato
Huang rebuts claims of AI 'bubble'
Nvidia (NVDA) CEO Jensen Huang took direct aim at analysts and commentators touting the risk of an AI "bubble," touting how his company is poised for success in the rapidly evolving frontier.
"There's been a lot of talk about an AI bubble. From our vantage point, we see something very different," Huang said on the company's earnings call, after Nvidia's results and forecast beat estimates.
Huang said Nvidia is positioned for success in "every phase of AI, from pre-training and post-training to inference."
- Wed, November 19, 2025 at 10:23 PM UTC Grace O'Donnell
Nvidia CFO reiterates $500 billion Blackwell, Ruben revenue pipeline
Nvidia's earnings call is underway, and CFO Colette Kress said Blackwell sales continue to gain momentum while Ruben remains "on track" to ramp in the second half of 2026.
"We currently have visibility to a half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026," Kress said.
She later added, "The GB300 crossed over GB200 and contributed roughly two-thirds of the total Blackwell revenue. The transition to GB300 has been seamless."
Listen to the earnings call live here.
AMD, Micron, other chip stocks rise in wake of Nvidia's report
Shares of some of the largest tech and chip companies rose in after-hours trading after Nvidia's (NVDA) earnings results provided much-needed reassurance to investors skittish over the AI trade.
Shares of AMD (AMD) and Micron (MU) both jumped over 4%. Broadcom (AVGO) rose over 2%. Megacap tech companies — such as Meta (META), Microsoft (MSFT), and Google (GOOG) — also ticked up after the report's release.
Nvidia (NVDA) shares rose over 5%. Read more about the results here.
- Wed, November 19, 2025 at 10:02 PM UTC Grace O'Donnell
Investors find a lot to like in Nvidia's report
Nvidia (NVDA) stock continued to move over 4% higher, adding over $300 billion to the company's market cap, as investors parsed the chip titan's latest earnings report.
"I'm not sure what else you could ask for, at least on the print. It was a nice, solid beat and raise," Bernstein senior analyst Stacy Rasgon told Yahoo Finance just after the release.
Further details on Nvidia's visibility into future revenue will be in focus when the earnings call kicks off at 5 p.m. ET.
"The company is essentially completely being driven by data centers," CFRA analyst Angelo Zino told Yahoo Finance's Josh Lipton. "The fact that we remain supply constrained here, which we think will persist through 2026, and just based on the bookings that we saw here from the hyperscalers ... means that it's going to be a fairly supply constrained through of next year, and probably well through 2027 if not all of '27."
"That's going to bode well for the data center revenue potential," Zino said. "We think margins will be able to be sustained at that mid-70s level here for the foreseeable future."
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