Daily Earnings

It was a day with mixed earnings results and guidance, highlighted by some significant misses and one substantial beat.

Guidance and Results Summary:

• CoreWeave (CRWV):
  • Reported a Q4 2025 loss of $0.84/share on $1.57 billion revenue, missing consensus ($0.50 loss) by 52.73%.
  • Expected Q1 2026 revenue of $1.90-$2.00 billion and 2026 revenue of $12.00-$13.00 billion, with Q1 guidance below current consensus.
• Positive Guidance:
  • Aurinia Pharmaceuticals (AUPH): Expected 2026 revenue of $315.0-$325.0 billion, above consensus.
  • Arlo (ARLO): Sees revenue above estimates.
  • MDxHealth (MDXH): Reaffirms above estimates.
  • Hudson Pacific Properties (HPP): Guides above estimates.
  • GigaCloud Technology (GCT): Guides above estimates.
• Negative Guidance:
  • Rackspace Technology (RXT): Expected 2026 non-GAAP loss of $0.20-$0.15/share on $2.60-$2.70 billion revenue, below consensus.
  • Airgain (AIRG): Guides earnings below estimates.
  • Definitive Healthcare (DH): Guides below estimates.
  • Emergent BioSolutions (EBS): Guides below estimates.
  • Arbe (ARBE): Sees revenue below estimates.
  • Organogenesis (ORGO): Guides below estimates.
  • Perrigo (PRGO): Guides below estimates.
  • TTEC (TTEC): Sees revenue below estimates.
• Positive Surprise:
  • Sunrun (RUN): Reported Q4 2025 earnings of $0.38/share on $1.16 billion revenue, significantly beating consensus ($0.08 loss) by 3,700.00%.
• Negative Surprise:
  • American Bitcoin (ABTC): Reported Q4 2025 loss of $1.49/share on $78.32 million revenue, missing consensus ($0.02 profit) by 7,550.00%.
• Upcoming Earnings:
  • Energy Fuels Inc. (UUU) is expected to miss estimates, with a consensus loss of $0.07/share.

Top Surprises:

• American Bitcoin (ABTC): Missed consensus earnings estimates by 7,550.00%.
• Sunrun (RUN): Beat earnings expectations by 3,700.00%.
• CoreWeave (CRWV): Missed expectations by 52.73%.