Daily Earnings

The earnings day presented a mixed bag of results and guidance, with some exceptionally strong positive surprises for specific companies.

Guidance and Results for the Day:

• Credo Technology Group Holding (CRDO)
  • Beat Q3 FY26 earnings and revenue expectations.
  • Reported $1.07/share vs. $0.94 consensus.
  • Revenue of $407.01 million grew over 200% year-over-year.
  • Provided Q4 FY26 revenue guidance ($425M-$435M) above consensus.
• LendingTree (TREE)
  • Issued Q1 and FY26 revenue guidance significantly above analyst estimates.
• Norwegian Cruise Line Holdings Ltd. (NCLH)
  • Provided Q1 and FY26 non-GAAP earnings guidance below consensus estimates.
• Other Guidance Highlights:
  • Positive: Ouster (OUST), AAON (AAON), Mobile Infrastructure (BEEP), Dave (DAVE), RadNet (RDNT) guided above estimates.
  • Negative: Harrow Health (HROW) and ADT (ADT) saw revenue/earnings below estimates.
  • In-line/Reaffirmed: Ameresco (AMRC), Tidewater (TDW), Helios Technologies (HLIO), Astrana Health (ASTH), Cerus (CERS) provided in-line or reaffirmed guidance.

Top Surprises:

• Positive Surprise:
  • Compugen (CGEN): Beat Q4 2025 earnings and revenue estimates by a wide margin. Reported $0.60/share vs. $0.05 consensus (1,100% beat) and revenue grew over 4,400% year-over-year.
• Negative Surprise:
  • Riot Platforms, Inc. (RIOT): Missed Q4 2025 earnings and revenue expectations. Reported a loss of $2.03/share vs. a consensus loss of $0.22/share (600% miss).