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  Title	Earnings live: Ulta stock pops, HPE falls with guidance in focus, UiPath stock skyrockets
  ID	28978398
  External ID	213508470
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  Published Date	Dec. 4, 2025, 3:35 p.m.
  Summary	LIVE Updated 55 mins ago Earnings live: Ulta stock pops, HPE falls with guidance in focus, UiPath stock skyrockets Yahoo Finance Updated Thu, December 4, 2025 at 4:09 PM PST 1 min read HPE ULTA PATH ^
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  URL	https://finance.yahoo.com/news/live/earnings-live-ulta-stock-pops-hpe-falls-with-guidance-in-focus-uipath-stock-skyrockets-213508470.html
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  Content	LIVE Updated 55 mins ago Earnings live: Ulta stock pops, HPE falls with guidance in focus, UiPath stock skyrockets Yahoo Finance Updated Thu, December 4, 2025 at 4:09 PM PST 1 min read HPE ULTA PATH ^GSPC M The third quarter earnings season is winding down, and only a handful of major companies have yet to report results. So far, the Q3 earnings season has shown largely solid results. As of Nov. 21, 95% of S&P 500 companies have reported, according to FactSet data , and analysts are expecting a 13.4% jump in earnings per share during the third quarter. If that figure holds, it would mark the fourth straight quarter of double-digit earnings growth and an acceleration from the 12% earnings growth rate reported in Q2 of this year. Expectations were much lower coming into the quarter, as analysts expected S&P 500 companies to report a 7.9% jump in earnings per share in Q3, as of Sept. 30. Source: FactSet Retailers, such as Macy's ( M ), Dollar Tree ( DLTR ), American Eagle Outfitters ( AEO ), and GameStop ( GME ), report this week, providing further insight into how softening consumer sentiment is impacting purchasing decisions as the holiday shopping season ramps up. Other reports from Salesforce ( CRM ), CrowdStrike ( CRWD ), MongoDB ( MDB ), Marvell ( MRVL ), Okta ( OKTA ), C3.ai ( AI ), and Snowflake ( SNOW ) also highlight the first week of earnings in December. Here are the latest updates from corporate America. LIVE 265 updates Thu, December 4, 2025 at 9:27 PM UTC Grace O'Donnell HPE stock falls as Q1 forecast falls short of estimates Hewlett Packard Enterprise ( HPE ) shares fell 4% after the company forecast fiscal ‌first quarter revenue below ‌Wall Street estimates. The company expects ‍Q1 revenue in the range of $9 ​billion to $9.4 ‌billion, compared with analysts' average estimate ⁠of $9.9 billion, ​according ​to data compiled by S&P Global Market Intelligence. Networking revenue was the standout, rising 150% year over year to $2.8 billion. Server revenue declined by 5% year over year to $4.5 billion, while hybrid cloud revenue dropped 12% to $1.4 billion. Financial services revenue was flat compared to last year at $889 million. For the October quarter, HPE reported adjusted profits of $0.62 per share, compared to estimates of $0.51. Revenue of $9.7 billion grew 14% year over year but came in a bit light compared to estimates, as the Street was expecting $9.9 billion in revenue. Thu, December 4, 2025 at 9:18 PM UTC Grace O'Donnell Ulta stock pops on earnings beat, cautious guidance raise Ulta ( ULTA ) stock popped 5% in extended trading after the beauty retailer reported solid third quarter results and delivered the guidance raise Wall Street was looking for. Ulta beat estimates on the top and bottom lines in the third quarter. Here's a breakdown of the Q3 results, compared to Wall Street consensus estimates compiled by S&P Global Market Intelligence: "As we look ahead to the all-important holiday season, we know many consumers’ wallets are pressured and they are seeking value," Kecia Steelman, president and CEO, said in a statement. "We are confident in our plans, and our teams are ready to make Holiday Happen Here at Ulta Beauty, driving excitement and delivering for our guests and their loved ones, now and into the new year." Ulta also modestly raised its full-year outlook. The company expects net sales to reach "approximately $12.3 billion" for 2025, up from its previous guidance of $12 billion to $12.1 billion. Ulta also lifted its earnings per share outlook to a range of $25.20 to $25.50 from $23.85 to $24.30 previously. Analysts had been estimating full-year earnings at a midpoint of $24.54. The Street was expecting Ulta to issue cautiously upbeat guidance, as the retailer's new, CFO Christopher DelOrefice, starts on Dec. 5. Listen to the earnings call live here at 4:30 p.m. ET. Thu, December 4, 2025 at 2:08 PM UTC Grace O'Donnell Kroger stock slides as grocery competition mounts, growth slows Kroger ( KR ) stock fell about 3% in premarket trading after the food retailer reported little revenue growth year over year. The Cincinnati-based grocery chain posted adjusted earnings per share of $1.05, slightly beating Wall Street analysts' expectations of $1.03 earnings per share, according to S&P Global Market Intelligence. However, third quarter revenue of $33.9 billion was roughly unchanged from the same period a year ago, $33.6 billion, and missed analyst estimates of $34.1 billion. Same-store sales, excluding fuel, grew 2.6% year over year. As a result, Kroger updated some of its financial outlooks. The grocery chain expects same-store sales ex-fuel to grow 2.8%-3.0%, narrower than its previous range of 2.7%-3.4%. Kroger also raised the lower end of its EPS guidance to $4.75-$4.80 from $4.70-$4.80 previously. In a Nov. 25 note, JPMorgan analysts noted that the consumer and competitive environment has grown notably tougher for food retailers like Kroger. "Sentiment toward food retailers seems to have soured a bit over the past few months, including for [Kroger]," the analysts wrote. "When inflationary concerns were more persistent in the food space and the consumer environment was stronger, the food retail space was better liked." The analysts noted a few factors putting pressure on Kroger shares, in particular, in recent months: Amazon's ( AMZN ) push into grocery, Walmart ( WMT ) taking share in grocery and ramping up price competition, concerns about food inflation reigniting, and Nielsen data showing slower sales growth. Thu, December 4, 2025 at 12:39 PM UTC Jenny McCall Hormel Foods beats Wall Street expectations but reports Q4 loss Hormel Foods ( HRL ) stock rose 5% before the bell on Thursday after reporting higher sales in its fourth quarter earnings. However, the company swung to a loss due to profits remaining under pressure because of ongoing inflation. The AP reports: Read more here. Thu, December 4, 2025 at 12:30 PM UTC Jenny McCall Dollar General rises as earnings surpass Wall Street expectations Retail chain Dollar General ( DG ) reported fiscal third quarter earnings on Thursday, which beat Wall Street expectations, sending the company's stock up by 4% during premarket trading. The AP reports: Read more here. Wed, December 3, 2025 at 10:13 PM UTC Grace O'Donnell Five Below earnings beat as value-oriented shoppers flock to low-cost retailers Five Below ( FIVE ) is the latest value retailer to benefit from consumers' shift toward more value-oriented purchases, as high-income shoppers drive traffic at dollar stores and other bargain outlets. "We've seen really nice traffic growth and growth in both new customers as well as retention," Five Below CEO Winnie Park said on the company's earnings call. "What's really worked in terms of growth is an expansion of the idea of what value looks like. We still curate a great assortment — roughly 80% of the assortment is $5 and below — but we took a lot of attention to those items above $5 and specifically packing a ton of value at $7, $10, $15." Net sales increased 23.1% year over year to $1 billion in the third quarter, surpassing estimates of $983 million, per S&P Global Market Intelligence. Same-store sales rose by 12.4% year over year. Earnings per share reached $0.66, beating estimates for $0.26 per share, sending the stock 4% higher in after-hours trading. Five Below also raised its full-year sales outlook to a range of $4.62 billion to $4.65 billion. The company also raised its forecast for diluted income per share to a range of $5.51 to $5.69 from $4.56 to $4.96 previously. For the fourth quarter, net sales are expected to be in the range of $1.58 billion to $1.61 billion. Listen to a livestream of the earnings call here. Wed, December 3, 2025 at 9:48 PM UTC Grace O'Donnell Snowflake deepens partnership with Anthropic, shares fall after guidance disappoints Snowflake ( SNOW ) stock tumbled after the AI data cloud provider reported a narrower-than-expected loss but issued guidance that fell short of the Street's estimates. The company also announced it expanded its partnership with Anthropic ( ANTH.PVT ). The Montana-based company reported that revenue grew 29% year over year to $1.15 billion during the quarter, slightly missing Wall Street's estimates of $1.18 billion, according to S&P Global Market Intelligence. Snowflake reported a net loss per share of $0.87, a smaller loss than the $0.96 per share analysts were expecting. For the fourth quarter, Snowflake guided for product revenue between $1.19 billion and $1.2 billion, which was slightly below the midpoint revenue forecast by the Street of $1.23 billion. The full-year revenue guidance of $4.44 billion also fell below expectations of $4.6 billion. Snowflake also announced a multiyear, $200 million agreement with Anthropic that will make Anthropic’s Claude AI models available on the Snowflake platform and establish a joint venture to deploy AI agents across the world's largest enterprises. The deal deepens Snowflake's relationship with Anthropic, as the company has already processed trillions of Claude tokens on its platform. "Enterprises have spent years building secure, trusted data environments, and now they want AI that can work within those environments without compromise," Anthropic CEO and co-founder Dario Amodei said in a statement. "This partnership brings Claude directly into Snowflake, where that data already lives. It's a meaningful step toward making frontier AI genuinely useful for businesses." Snowflake shares fell 8% in extended trading. Wed, December 3, 2025 at 9:24 PM UTC Grace O'Donnell Salesforce stock climbed on raised annual revenue forecast, earnings beat Salesforce ( CRM ) stock rose after hours on the company's third quarter earnings beat and improved outlook. The company reported third quarter diluted earnings per share of $3.25, beating estimates of $2.58 per share, according to S&P Global Market Intelligence. Revenue of $10.27 billion rose 8.6% year over year and was roughly in line with estimates. Reuters reports: Read more here. Wed, December 3, 2025 at 8:01 PM UTC Brooke DiPalma Dollar Tree stock climbs after discount retailer beats Wall Street's expectations, raises profit outlook Dollar Tree ( DLTR ) stock was up 4% on Wednesday after the discount retailer beat Wall Street's key metrics, adjusted earnings, revenue, and same-store sales growth. Revenue grew 9.4% to $4.75 billion, slightly higher compared to the Street's expectations of $4.7 billion, per Bloomberg consensus data. Adjusted earnings per share came in at $1.21, significantly higher than the expected $1.10. Same-store sales grew by 4.2%, more than the 4% increase expected. The average ticket increased 4.5%, partly offset by the traffic decline of 0.3% "All consumers are seeking value, marrying that value-seeking behavior with convenience and discovery is the intersection where Dollar Tree thrives," CEO Michael Creedon said to investors in its earnings call. He said 3 million more households are now part of its customer base compared to last year, with high-income consumers, who earn more than $100,000 per year, making up the majority of new customers. Meanwhile, 30% of new customers are from middle-income households, those earning between $60,000 and $100,000. The remaining 10% are from lower-income households, which earn less than $60,000. The company also raised its profit outlook. It now expects adjusted earnings to come in the range of $5.60 to $5.80 for the full year, up from $5.32 to $5.72. In the fourth quarter, the company now expects same-store sales to increase 4% to 6%. For the full year, same-store sales are expected to rise between 5% to 5.5%. Wed, December 3, 2025 at 12:39 PM UTC Brooke DiPalma Macy's third quarter results beat Wall Street's low estimates, company raises 2025 outlook Macy's ( M ) posted better-than-expected third quarter results on Wednesday as weary consumers sought out value and innovation. The department store posted revenue of $4.7 billion, in line with last year and slightly more than Wall Street's estimates of $4.6 billion, per Bloomberg consensus data. That's alongside adjusted earnings per share of $0.09, better than the $0.14 loss analysts were expecting. The company posted its strongest quarter for same-store sales growth in about three years, with sales growing 2.5%, more than the 0.6% increase that was expected. The company also raised its 2025 outlook, saying it now expects full-year sales to come in the range of $21.48 billion-$21.63 billion, up from the previous range of $21.15 billion-$21.45 billion. The updated range is still below the $22.3 billion posted in fiscal year 2025. The company said the guidance "continues to assume the consumer is more choiceful in the fourth quarter of 2025" in the release. Same-store sales are expected to fall in a range of flat to up 0.5% against last year. The company previously expected a 1.5%-0.5% decline. Its luxury business, Bloomingdale's, saw an 8.8% increase in same-store sales, also marking the highest in 13 quarters. While its cosmetics brand, Blue Mercury, posted a 1.1% increase. Chairman and CEO Tony Spring said in the company's earnings release, "Our third quarter sales were the strongest in 13 quarters, reflecting the acceleration of our Bold New Chapter strategy and demonstrating that the meaningful enterprise-wide changes we’ve made are resonating with customers." The stock is now hovering around $23 per share, up 36% year to date and nearing the all-cash offer of $24 per share that activist investor Arkhouse Management made back in March of 2024. In premarket trading, shares were down around 6%. Tue, December 2, 2025 at 9:47 PM UTC Grace O'Donnell American Eagle Outfitters stock pops after CEO calls out 'record-breaking Thanksgiving weekend' American Eagle Outfitters ( AEO ) stock surged over 11% after the company noted that its crucial holiday season was off to a strong start, boding well for the fourth quarter. “Strong momentum has continued into the fourth quarter, including an excellent start to the holiday season," CEO Jay Schottenstein said in the release. "We delivered a record-breaking Thanksgiving weekend, led by an acceleration in demand across brands and channels and underscored by outstanding growth at Aerie and Offline." For the third quarter, ended Nov. 1, American Eagle reported profit per share of $0.53, surpassing estimates of $0.43 per share. Revenue for the quarter was $1.36 billion, a 6% increase year over year and slightly better than estimates. Overall, same-store sales increased 4%, led by an 11% increase in Aerie comparable sales, while American Eagle comparable sales grew 1%. For the fourth quarter, American Eagle expects same-store sales to grow 8% to 9% year over year. Comparable sales are expected to increase by low single digits for the full year. Tue, December 2, 2025 at 9:32 PM UTC Grace O'Donnell Crowdstrike raises full-year revenue guidance as AI boosts cybersecurity demand CrowdStrike's ( CRWD ) third quarter results came in marginally better than expectations, leading the company to raise its full-year guidance, as artificial intelligence adoption boosts demand for its Falcon platform. The cybersecurity company reported a diluted loss per share of $0.14, compared to a $0.07 loss in the same quarter a year ago. Analysts estimated CrowdStrike would report a $0.10 loss per share, according to S&P Global Market Intelligence. CrowdStrike posted revenue of $1.23 billion, a 22% increase over revenue of $1.01 billion last year and surpassing estimates of $1.21 billion. For the full year, CrowdStrike expects revenue of $4.79 billion to $4.80 billion, ahead of the Street's estimates for full-year revenue guidance of $4.78 billion. “We believe the Street is underestimating the growth potential for CrowdStrike as a second/third derivative beneficiary of the AI Revolution and this speaks to our core bullishness in the name continuing from current levels,” Wedbush analyst Dan Ives wrote in a note ahead of earnings. Ives named CrowdStrike in his Best Ideas list , noting that it's an AI-powered cybersecurity that businesses increasingly can't live without. CrowdStrike stock wavered around the flat line ahead of the company's earnings call. You can listen to the call live here at 5 p.m. ET. Tue, December 2, 2025 at 9:22 PM UTC Grace O'Donnell Okta projects strong quarterly revenue on rising demand for cybersecurity tools Okta ( OKTA ) stock fell after the company beat Wall Street estimates for revenue and profits in the third quarter. Revenue for the third quarter rose 12% to $742 million,⁠ beating estimates of $730.4 million. Adjusted ​profit per share of $0.82 also ​exceeded estimates of $0.76. Reuters reports: Read more here. Tue, December 2, 2025 at 9:20 PM UTC Grace O'Donnell Marvell beats on earnings, announces Celestial AI acquisition, but the stock is sliding Marvell ( MRVL ) stock slid 6% in extended trading after the chipmaker reported an earnings beat and announced plans to acquire chip startup Celestial AI for $3.25 billion in cash and stock. The chipmaker reported earnings per share of $2.20 on revenue of $2.07 billion. Wall Street was expecting earnings of $1.37 per share on revenue of $2.06 billion, according to S&P Global Market Intelligence. Revenue from data centers, a closely watched metric that makes up approximately three-fourths of Marvell's revenue, rose to $1.52 billion, in line with expectations. Marvell said it expects Celestial AI, which makes optical technology for training and running AI models, to begin contributing $500 million in annual revenue starting in the second half of fiscal 2028, reaching a $1 billion run rate by the fourth quarter of fiscal 2029. "This acquisition further strengthens Marvell’s position at the forefront of one of the fastest-growing opportunities in AI datacenter infrastructure,” Marvell's CEO Matt Murphy said. Tue, December 2, 2025 at 3:26 PM UTC Grace O'Donnell Credo stock surges as strong results reflect AI build-out Credo ( CRDO ) stock surged as much as 20% on Tuesday after the company swung to a profit in its fiscal second quarter and touted that it's benefitting from the booming AI build-out. Credo, which makes cables and other connections for data centers, reported earnings per share of $0.44, topping Wall Street's estimates for profits of $0.30 per share. Revenue of $268 million also beat expectations for $234 million, according to S&P Global Market Intelligence. For the current quarter, Credo expects revenue to be between $335 million and $345 million. Analysts had an average estimate of $341 million as of Tuesday. "These are the strongest quarterly results in Credo's history, and they reflect the continued build-out of the world's largest AI training and inference clusters," Credo's CEO William Brennan said on the company's earnings call. "AI clusters are no longer measured in tens of thousands of GPUs. They're now measured in hundreds of thousands and soon millions. The scale, density, and complexity of these systems are pushing every aspect of interconnect." Mon, December 1, 2025 at 9:19 PM UTC Grace O'Donnell MongoDB stock soars after revenue tops guidance, management issues upbeat full-year outlook MongoDB ( MDB ) stock soared 15% in extended trading on Monday after the cloud software company reported revenue well above its guidance for the third quarter. Strength in the Atlas platform drove an increase in revenue, which reached $628.3 million in the quarter, a 19% year-over-year increase. The company previously guided for revenue between $587 million and $592 million. MongoDB also recorded a $0.02 loss per share, shallower than the $0.78 per share loss analysts were expecting, according to S&P Global Market Intelligence. "Q3 was an exceptional quarter," MongoDB CEO CJ Desai said. "Existing customers are expanding with us and net-new customer additions continue to show strength. Companies across industries and geographies are choosing MongoDB because we provide a unified data platform that powers mission-critical workloads today and also positions them to capitalize on the emerging AI platform shift." For the full year, the company expects revenue to hit $2.434 billion to $2.439 billion, up from its previous guidance of $2.34 billion to $2.36 billion. Fri, November 28, 2025 at 2:46 PM UTC Grace O'Donnell Market reactions to Q3 earnings have been more downbeat than usual S&P 500 company earnings in the third quarter have largely been solid. And with nearly all of the reports in, the 13.4% earnings growth rate so far is likely to hold. Although most (83%) of the earnings surprises have been to the upside, investors have been less enthusiastic about earnings beats and more punishing about earnings disappointments, as indicated by the reactions in individual stock names. According to FactSet's John Butters, as of Nov. 21, S&P 500 companies that have reported third quarter earnings beats have seen their stock price increase by an average of 0.4% in the four-day period around their earnings release. This is less than the five-year average increase of 0.9%. For companies that miss earnings estimates, the reaction has been disproportionately negative. Companies that report earnings below expectations have seen their stock decrease by 5% on average during the same period (two days before the earnings release through two days after). This is well below the five-year average decrease of 2.6%. Concerns about an artificial intelligence bubble, slowing consumer spending, and Federal Reserve rate cuts were in flux throughout the season. And sky-high expectations created a high bar for some individual names, such as Nvidia ( NVDA ). Wed, November 26, 2025 at 11:59 AM UTC Jenny McCall Deere outlook falls short as farm rebound remains elusive Deere and Co's ( DE ) stock fell 5% before the bell on Wednesday after its first outlook for the year fell short of analysts' expectations. Uncertainty continues to surround the timing for a recovery in the US farm economy. Bloomberg News reports: Read more here. Tue, November 25, 2025 at 10:45 PM UTC Grace O'Donnell HP is betting $1 billion on AI — even if it means cutting thousands of jobs, CEO says Yahoo Finance's Francisco Velasquez reports: Read more here. Tue, November 25, 2025 at 10:22 PM UTC Grace O'Donnell Workday stock falls as the company issues modestly improved subscription revenue outlook Workday ( WDAY ) reported rising earnings that beat estimates on Tuesday, but the stock was down roughly 6% in after-hours trading, as the subscription revenue guidance boost wasn't as large as investors were hoping for. The company posted earnings per share of $0.94, vs. analyst estimates of $0.87 per share. Workday recorded $2.432 billion in total revenue during the quarter, including $2.24 billion in subscription revenue. The Street was expecting total revenue to be $2.417 billion. Its total order backlog increased 17% year over year to $25.96 billion. For the fourth quarter ending in January, Workday expects subscription revenue of $2.35 billion. The company also updated its full-year fiscal 2026 outlook slightly, guiding for subscription revenue of $8.82 billion, representing growth of 14.4%, compared to its previous guidance of $8.81 billion. Listen to the earnings call here. Story Continues Read the latest financial and business news from Yahoo Finance For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here View Comments Terms and Privacy Policy CA Privacy Notice Your Privacy Choices Opted out of sale / share More Info
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