Social-media and e-commerce highlights
Reddit provided one of the week’s brighter surprises. The social platform said enhancements powered by artificial intelligence should lift first-quarter revenue beyond Wall Street forecasts, sending the stock up 6% in after-hours trade. Snap also benefited from stronger ad spending during the holiday period: fourth-quarter revenue reached $1.71 billion, and earnings totaled $0.03 per share, both better than expected.
Consumer names show mixed results
Outside technology, earnings painted a varied picture of U.S. and global demand. Disney, Chipotle, PepsiCo and Uber reported during the week, and investors will hear from Coca-Cola, Spotify, Robinhood, Lyft, Ford, Rivian, Moderna, Airbnb and Coinbase in the coming days.
Philip Morris shares slipped 2% in pre-market trading Friday after the company issued a full-year 2026 EPS outlook of $7.87 to $8.02, shy of the $8.08 midpoint analysts anticipated. The cigarette maker’s smoke-free unit, which now accounts for 41% of revenue, saw shipment volumes rise 8.5%, offsetting a 2.2% drop in traditional cigarette sales.
At Toyota, a leadership change drew attention. The world’s largest automaker said Chief Financial Officer Kenta Kon will become chief executive in April, replacing Koji Sato, who will stay on as vice chair. Fourth-quarter operating income fell year on year to ¥1.2 trillion ($7.6 billion) but topped estimates, and revenue of ¥13.4 trillion ($85 billion) also surpassed expectations. Management cited strong demand and price adjustments that helped blunt the impact of U.S. tariffs; shares gained roughly 2% on the news.
Volatility in crypto-exposed firms
Strategy stock, widely viewed as a proxy for bitcoin exposure, tumbled 17% during Thursday’s session and lost another 1% after hours. The company reported a fourth-quarter operating loss of $17.4 billion and a net loss of $12.4 billion, or $42.93 per share. Strategy holds 713,502 bitcoins purchased at an average price of $76,052; with spot bitcoin hovering near $63,000, unrealized losses stood at about $8.9 billion. Management highlighted a newly established $2.25 billion cash reserve intended to support dividend payouts for more than two years.
Fitness, beauty and energy updates
Peloton’s holiday quarter disappointed. The connected-fitness company posted a basic loss of $0.09 per share versus the $0.06 loss analysts expected, while revenue of $656.5 million missed forecasts. Subscriptions dropped 7% to 2.66 million after an October price increase. Peloton projected another year-over-year decline in subscriptions and forecast third-quarter revenue between $605 million and $625 million. The stock fell more than 9% before the opening bell.
Imagem: Internet
In consumer staples, Hershey advanced about 2% pre-market after delivering an upbeat outlook driven by higher prices and product innovation. Estee Lauder, by contrast, slid 10% despite topping profit and revenue estimates, as tariff concerns weighed on sentiment.
Oil major Shell missed quarterly profit expectations and saw its shares dip 2% ahead of the U.S. open, though the company announced a $3.5 billion share-repurchase program. Meanwhile, e.l.f. Beauty continued its rebound from a challenging 2025, lifting its full-year 2026 sales target to $1.6 billion–$1.61 billion and raising EPS guidance to $3.05–$3.10. Fourth-quarter EPS of $0.65 and net sales of $489.5 million both exceeded consensus, sending the stock as much as 14% higher in after-hours trade before gains moderated.
Industrial demand tied to data centers
Power-management specialist Eaton underscored the infrastructure side of the AI boom. Chief Executive Paulo Ruiz Sternadt told analysts that data-center orders roughly tripled year over year in the fourth quarter, pushing the Electrical Americas backlog to a record level. Eaton generated revenue of $7.05 billion, slightly below projections, while adjusted earnings of $3.33 per share edged past expectations. The stock has gained more than 16% year to date.
Strategists track three dominant themes
With a majority of companies now reported, BlackRock strategist Gargi Chaudhuri highlighted recurring topics on earnings calls: artificial-intelligence investment, the policy landscape under the Trump administration, and a divergent consumer backdrop often described as “K-shaped.” Each continues to shape analyst revisions as the market looks ahead to the remaining results and early 2026 guidance.
The coming week’s docket will add color from sectors ranging from beverages to biotechnology and digital assets. Combined with macro questions on tariffs, inflation and election-year policy shifts, the flow of corporate numbers is set to remain a primary driver of equity market direction into late February.
Crédito da imagem: Yahoo Finance
