Daily Earnings

It was a day with mixed earnings and guidance announcements.

Top Surprises:

• Lululemon Athletica Inc. (LULU): Beat Q4 earnings and revenue expectations, but provided Q1 and FY27 guidance below consensus estimates.
• GDS Holdings (GDS): Significantly beat Q4 earnings and revenue estimates.
• Fold Holdings, Inc. (FLD): Missed Q4 earnings and revenue consensus estimates.

Positive Guidance:

• Allegiant Travel Company (ALGT): Raised Q1 earnings guidance above estimates.
• Docusign (DOCU): Sees revenue above estimates.
• HealthEquity (HQY): Guides above estimates.
• Kestra Medical Technologies (KMTS): Raised guidance.

Negative Guidance:

• Steel Dynamics, Inc. (STLD): Guides Q1 earnings below estimates.
• Titan America (TTAM): Sees revenue below estimates.
• Academy Sports + Outdoors (ASO): Sees revenue below estimates.
• American Airlines (AAL): Provided mixed guidance.

Upcoming Earnings:

• Micron Technology (MU): Expected to beat estimates on Wednesday, March 18, 2026.