Earnings this week : Feb 23 - 27, 26 (wk 9)

Monday (Feb 23)

• Morning: AXSM D DPZ DEA EMA FRPT WGS SCL

• Afternoon: ACVA ADUS ALSN AESI BBBY BCC BMRN BWXT CNNE CWEN FANG EVER FWRD HLX HIMS IIPR INVX JBTM KEYS KTOS MAX MYGN OKE OVV PAY PRIM KWR RHP SKWD TNC UFPI UCTT VVX VNOM VIR ZD

Tuesday (Feb 24)

• Morning: AHCO AIN AS AMT APLS AWI ARVN AVNS BNS BRSL CECO CEG CIFR CLVT DOCN ELAN NVRI ESTA EXPD FERG FIS FWRG HRMY HSIC HD TILE KDP KNSA DRS LTH NOVT NRG OPCH PLNT PTLO RGEN SHLS SHC WLK XHR XMTR

• Afternoon: ATEC AMC AXON ATRO SAM BBIO CWH CDNA CAVA CCC IMOS CLNE CORT CSGP CYTK DAWN ECG EVH EXLS EXPI EOG FSLR FLYW GMED GDDY HPQ HURN IPAR JAZZ LNWO LTC LCID MQ MTDR MATX MMSI MOS MELI NMFC PARR PRCT RRC O REZI RVLV SLDE SPXC SUI SUPN TALO SKT TEM TMDX TREX UFPT PCVX VRRM WDAY ZETA

Wednesday (Feb 25)

• Morning: ACHC ALKS APG AROC ASPN AVA BMO BLMN CTRI CRCL YOU DIN DOLE DRVN FSS HAYW HUT HOV HNI IMCR IONS LFST LINE LIVN LOW MDLN MGPI NMRK ODD OC PLAB PNW RXRX SWX STWD SHOO TBLA TJX TPH UTHR XPEL

• Afternoon: ACAD ADMA APA ADTN A ALKT RCUS ARRY BBSI BJRI AI WHD CWT CBZ CHE CPK CHYM CHRD CHDN DBRG DORM ECPG ENVX EPR WTRG EE FSK FTAI GDRX GRBK HEI IBTA IMAX NGVT IONQ JOBY KNTK KGS LMAT MGNI VAC MIAX MIRM MEG MYRG NSA NRDS NOG NTNX NVDA ORA OUT PSKY PEB PR PSTG RVMD ROOT RXST CRM SRPT SDGR SDRL SEZL SBGI SKYT SM SMA SNOW SARO SNPS TDOC TTD TKO TCOM USPH UHS URBN VECO VCYT VICI VSEC ZM

Thursday (Feb 26) 

• Morning: ACMR GOLF AMBP ARHS ACIW BIDU BSY ONC BCRX CARS CELH LNG CQP CM COLL QBTS DCI DCO ECVT EME ENOV FA FTRE FTDR FCN FOUR ROCK GCT GIL GTN HTZ HRL IBP IART NTLA INSW SJM KBR KRP KOP DNUT KYMR LNTH LGND LOAR MNKD MIDD TIGO VYX NXST NOMD NVCR NVAX PZZA PAYO PENN PRGO PLTK PRMB PRVA PEG Q RYTM RY SRE SHAK TGLS TFX BLD TD TRS PRKS VTRS VCEL VIPS VISN VST VITL WD WRBY WBD WWW

• Afternoon: ALHC AMBA AHR AAOI ACA ARLO AGO AUGO ADSK AVPT AES XYZ BCO CAI CERT CON CRWV CTRA CPNG CRNX CUBE DELL XRAY DRH DV DUOL ESTC EVTC FIGS FIGR FLUT FOXF GLOB GRND HGV ICFI INOD INTU MASI MTZ MNST MP NTRA NHI NATL NTAP LASR SMR OS OPK PCRX PAR PBA PGNY RLJ RKT RKLB SBAC SOLV SOUN STRA RUN SG SNDX TLN WULF BWIN REAL TPC WPM XPOF ZS

Friday (Feb 27) 

• Morning: AMR ANIP BTSG CLMT DK FRO NIQ GOGO NWN SHO

• Afternoon: GSAT

This week's biggest % gainers & losers : Feb 16 - 20, 26 (wk 8)

The following are this week's top percentage gainers and losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top % gainers

• Healthcare: MASI (175.37 +34.74%), TNDM (24.83 +31.03%), AMN (19.34 +19.02%), MRNA (49.97 +18.33%)

• Materials: AG (27.46 +19.58%)

• Industrials: NCI (5.74 +139.96%)

• Consumer Discretionary: FNKO (5.28 +46.94%), NDLS (5.36 +36.18%), FOSL (4.63 +21.83%), RRGB (3.79 +18.28%)

• Information Technology: RNG (39.04 +29.3%), INSG (12.57 +26.97%), GPN (82.41 +20.34%), LPL (4.76 +18.88%)

• Financials: DFIN (47.41 +21.19%)

• Energy: OIS (12.46 +32.55%), KOS (2.13 +26.49%), GTE (6.68 +19.93%)

• Consumer Staples: HLF (19.85 +24.84%)

This week's top % losers

• Materials: SXC (6.24 -21.96%), CC (17.06 -16.86%), TSE (0.33 -15.6%), OEC (6.1 -14.21%)

• Industrials: DNOW (13.14 -20.02%), CAR (95.71 -19.13%), TBI (3.71 -18.21%)

• Consumer Discretionary: GPC (117.88 -19.9%), JACK (16.8 -18.96%), POOL (221.11 -16.82%)

• Information Technology: OLED (103.41 -17.21%), EPAM (138.1 -17%), AKAM (93.65 -16.2%), ACLS (79.86 -15.54%), EGHT (2.28 -15.24%), OKTA (74.10 -15.09%), CEVA (19.47 -14.12%), IPGP (132.95 -13.62%)

==Klarna (KLAR) reported Q4 earnings on Thur 19 Feb 26 (b/o)

•  Klarna posts its first billion-dollar quarter with Q4 revenue up 38% to $1.082B—driven by accelerating U.S. growth—GMV of $38.7B beating guidance, banking users doubling to 15.8M and credit loss provisions down, but reports a wider-than-expected $47M ($0.12/share) loss and guides softer Q1 revenue of $900M–$980M.

Klarna Group plc reports Q4 results, revs in-line, GMV increased 32%; guides Q1 revs in-line 

• Reports Q4 (Dec) results; revenues rose 38.5% year/year to $1.08 bln vs the $1.07 bln FactSet Consensus.
• GMV grew 32% yr/yr (23% like-for-like) in Q4, with like-for-like growth consistent with the prior quarter. U.S. GMV grew 43% year-over-year in Q4.
• Transaction margin dollars grew 17% yr/yr in Q4, representing a 28 percentage point quarter-over-quarter acceleration, but came in at $372 mln, below the guidance range.
• Provision for credit losses declined to 0.65% of GMV in Q4, down 7 basis points quarter-over-quarter.
• Co issues in-line guidance for Q1, sees Q1 revs of $900-$980 mln vs. $965.77 mln FactSet Consensus. Sees GMV of $32-$33 bln, representing growth of 26-30%. 
• 2026 Guidance: Sees GMV of more than $155 bln and revenue of more than 2.8% of GMV.

==Figma (FIG) reported Q4 earnings on Wed 18 Feb 26 (a/h)

 

Figma reports Q4 FY2025 revenue of $303.8M, exceeding guidance on accelerating 40% growth and strong net dollar retention; issues 2026 outlook for ~30% revenue growth and continued non-GAAP profitability, but guides to lower margins to fund AI.

• Q4 revenue grew 40% YoY to $304M, above the high end of guidance.
• Net dollar retention for >$10k customers improved 5 points QoQ to 136%, best in 10 quarters.
• Q4 non-GAAP operating margin was 14%, but 2026 margin guided down to ~8%.
• Full-year 2025 revenue rose 41% to $1.056B, also above the high end of guidance.
• Make weekly active users grew 70% QoQ; over half of >$100k customers use it weekly.
• About 75% of >$10k customers now consume AI credits weekly ahead of March monetization.
• International revenue grew 45% YoY; 54% of revenue but 85% of monthly active users.
• Q4 gross margin was 86%; AI infra investments expected to pressure margins going forward.
• Figma ended 2025 with $1.7B in cash and 13% adjusted free cash flow margin.
• 2026 revenue guidance implies 30% growth, with free cash flow roughly matching operating income.
• Strong quarter, driven by accelerating growth, improving retention, and broad adoption of new AI and Make products. Main concern: margin compression and revenue visibility as Figma pivots to a hybrid seat-and-consumption AI model in 2026.