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Earnings News 3 February 2026 - 6 February 2026

Kenvue stock price today: KVUE inches up as Feb. 17 results near and Kimberly-Clark deal math grips shares

Kenvue stock price today: KVUE inches up as Feb. 17 results near and Kimberly-Clark deal math grips shares

Kenvue shares rose 0.2% to $18.11 Friday afternoon, trading about 3.6% below Kimberly-Clark’s $18.79-per-share offer. Kenvue will report Q4 and full-year results on Feb. 17 but will skip its usual conference call as the merger process continues. Shareholders of both companies approved the deal on Jan. 29; regulatory clearance remains pending.
Tower Semiconductor stock jumps again on Nvidia 1.6T optics tie-up as earnings loom

Tower Semiconductor stock jumps again on Nvidia 1.6T optics tie-up as earnings loom

Tower Semiconductor shares surged 8.9% to $140.53 Friday after the company disclosed new details on 1.6-terabit optical modules developed with Nvidia for AI data centers. The company withheld production and commercial timelines, leaving revenue impact unclear. Investors await further information in Tower’s Feb. 11 earnings report. Chip stocks broadly rallied, with the Philadelphia SE Semiconductor index up 4.6%.
McKesson stock falls today after 16% earnings surge as traders reassess guidance and spinoff clock (MCK)

McKesson stock falls today after 16% earnings surge as traders reassess guidance and spinoff clock (MCK)

McKesson shares fell 2.1% to $937.31 Friday, retreating after a 16.5% surge on an upgraded 2026 profit forecast and plans to spin off its medical-surgical division. Quarterly revenue rose 11% to $106.2 billion, with adjusted EPS up 16% to $9.34. The company filed an automatic shelf registration for future securities sales. TD Cowen raised its price target to $1,012, citing strong oncology and prescription-tech results.
6 February 2026
Corpay stock edges higher today as CPAY earnings, PayByPhone sale and broker targets keep bulls engaged

Corpay stock edges higher today as CPAY earnings, PayByPhone sale and broker targets keep bulls engaged

Corpay shares rose 1.4% to $339.73 Friday after the company posted fourth-quarter revenue of $1.25 billion, up 21%, and issued strong 2026 guidance. The company plans to sell its PayByPhone unit and now expects 2026 revenue between $5.215 billion and $5.315 billion. Analyst price targets increased following the report. Corpay’s corporate payments division saw a 39% revenue jump to $480.8 million.
6 February 2026
Fortinet stock rises in premarket after earnings beat and upbeat 2026 outlook

Fortinet stock rises in premarket after earnings beat and upbeat 2026 outlook

Fortinet shares rose 2.8% to $81.11 premarket after quarterly earnings and revenue beat forecasts, with billings climbing to $2.37 billion. Adjusted earnings reached 81 cents per share on $1.91 billion revenue. The company projected first-quarter earnings below some estimates and approved a $1 billion increase to its share buyback program. Service revenue growth lagged, raising questions about renewal momentum.
6 February 2026
Atlassian stock slides after Q2 results as CEO rejects ‘software is dead’ AI fears

Atlassian stock slides after Q2 results as CEO rejects ‘software is dead’ AI fears

Atlassian shares fell about 6% in after-hours trading after reporting a sharp drop in free cash flow to $168.5 million and forecasting Q3 revenue between $1.689 billion and $1.697 billion. The company posted a net loss of $42.6 million for the quarter. CEO Mike Cannon-Brookes defended the company’s AI strategy amid investor concerns over long-term demand for Jira and Trello.
5 February 2026
Amazon earnings today: AWS cloud growth under the microscope after Microsoft’s $500B wipeout

Amazon earnings today: AWS cloud growth under the microscope after Microsoft’s $500B wipeout

Amazon will report fourth-quarter results Thursday, with analysts expecting AWS revenue near $35 billion, up about 21% year-over-year. Investors remain cautious after Microsoft’s Azure slowdown erased $500 billion in value from Microsoft shares. Amazon projects net sales between $206 billion and $213 billion for the quarter. Wall Street eyes Amazon’s spending on AI infrastructure and its impact on margins.
Micron stock slips again in premarket after 9.6% slide as insiders sell and memory crunch hits phones

Micron stock slips again in premarket after 9.6% slide as insiders sell and memory crunch hits phones

Micron Technology shares dropped 2.6% premarket Thursday after a 9.6% plunge Wednesday, closing at $379.40. A global memory shortage is raising component costs and pressuring chipmakers, with Qualcomm and Arm warning of sector-wide impact. Advanced Micro Devices fell 17% in Wednesday’s selloff. Micron EVP Sumit Sadana sold 25,000 shares for nearly $10.7 million on Feb. 2.
Fortive stock jumps on upbeat 2026 profit view after Q4 beat, buybacks

Fortive stock jumps on upbeat 2026 profit view after Q4 beat, buybacks

Fortive shares jumped 12.4% to $61.07 after the company forecast 2026 adjusted earnings of $2.90 to $3.00 per share, topping analyst estimates. Fourth-quarter adjusted EPS reached $0.90 on $1.12 billion in revenue, with automation segment sales up 5.3%. About 8.5 million shares traded by midafternoon. Management will present at Citi and Barclays industrial conferences later this month.
4 February 2026
NXP stock rebounds in regular trade as CEO pitches ‘physical AI’ after earnings whipsaw

NXP stock rebounds in regular trade as CEO pitches ‘physical AI’ after earnings whipsaw

NXP Semiconductors shares rose about 2% Wednesday to $225.03, rebounding after a 4.5% drop the previous session. The move followed a first-quarter revenue forecast of $3.05–$3.25 billion, above analyst expectations. CEO Rafael Sotomayor cited “physical AI” as a growth driver for industrial chips. BofA Securities cut its price target to $245 but maintained a buy rating.
S&P 500, Nasdaq slip as software rout deepens; Palantir jumps and Walmart hits $1 trillion

S&P 500, Nasdaq slip as software rout deepens; Palantir jumps and Walmart hits $1 trillion

The S&P 500 fell 0.45% and the Nasdaq dropped 1.02% Tuesday as software stocks slid, while the Dow edged up 0.08%. Palantir shares rose after reporting U.S. government revenue up 66% in Q4. Walmart’s market value topped $1 trillion for the first time. The U.S. Labor Department delayed key jobs data due to a partial government shutdown.
Disney Q1 earnings beat — then a theme-park warning on tourists hit the mood

Disney Q1 earnings beat — then a theme-park warning on tourists hit the mood

Disney posted a 5% revenue rise to $25.98 billion for the quarter ending Dec. 27, 2025, beating adjusted profit forecasts. Experiences revenue hit a record $10.01 billion, but Disney warned of “modest” growth ahead due to weaker international tourism at U.S. parks. Entertainment revenue rose 7%, while operating income in that segment dropped 35% on higher costs. Sports profit fell after a YouTube TV blackout.
3 February 2026
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Stock Market Today

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

7 February 2026
Meta closed down 1.3% Friday at $661.46, capping a 6.4% weekly drop as investors questioned heavy AI spending. Amazon and Alphabet also fell after outlining major capital outlays. Meta’s Instagram suffered a brief outage this week. Legal risks persist, with trials involving Meta set for next week in Los Angeles and New Mexico.
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