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Source document· December 3, 2025

Earnings live: Salesforce stock rises on upbeat guidance, Snowflake tumbles, American Eagle surges

View original at finance.yahoo.com
Earnings live: Salesforce stock rises on upbeat guidance, Snowflake tumbles, American Eagle surges The third quarter earnings season is winding down, and only a handful of major companies have yet to report results…
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  • All consumers are seeking value, marrying value-seeking behavior with convenience and discovery is where Dollar Tree thrives

    80% confidence
  • Strong momentum driven by all-around competitiveness of NIO, ONVO, and FIREFLY brand offerings. Expect Q4 deliveries of 120,000-125,000 units, up 65.1%-72.0% YoY, setting new quarterly record.

    80% confidence
  • Street is underestimating growth potential for CrowdStrike as second/third derivative beneficiary of AI Revolution. CrowdStrike is AI-powered cybersecurity businesses increasingly can't live without.

    80% confidence
  • Q2 results are strongest in Credo's history, reflecting continued build-out of world's largest AI training and inference clusters. AI clusters now measured in hundreds of thousands of GPUs, soon millions.

    80% confidence
  • Enterprises want AI that can work within secure, trusted data environments without compromise. Partnership brings Claude directly into Snowflake where data already lives.

    80% confidence
  • Analysts expected 7.9% jump in earnings per share in Q3 as of Sept. 30

    80% confidence
  • Celestial AI acquisition further strengthens Marvell's position at forefront of fastest-growing opportunities in AI datacenter infrastructure

    80% confidence
  • Q3 sales were strongest in 13 quarters, reflecting acceleration of Bold New Chapter strategy and demonstrating enterprise-wide changes are resonating with customers

    80% confidence
  • 83% of S&P 500 earnings surprises were to the upside in Q3 2025

    80% confidence
  • Strong momentum continued into Q4 with record-breaking Thanksgiving weekend led by acceleration in demand across brands and channels

    80% confidence
  • 3 million more households are now part of Dollar Tree customer base compared to last year, with high-income consumers (>$100k/year) making up majority of new customers

    80% confidence
  • Achieved three years of consecutive quarterly sales growth with record Q3 net sales up 7%. Hollister grew 16% on strong back-to-school and fall transition. Abercrombie made sequential progress, aiming for Q4 brand sales approximately flat to last year's record.

    80% confidence
  • Q3 was exceptional quarter. Existing customers expanding and net-new customer additions continue showing strength. Companies choosing MongoDB for unified data platform powering mission-critical workloads and AI platform shift.

    80% confidence
  • If 13.4% earnings growth holds, it would mark fourth straight quarter of double-digit earnings growth and acceleration from 12% in Q2

    80% confidence
  • Companies reporting earnings below expectations saw stock decrease 5% on average, well below five-year average decrease of 2.6%

    80% confidence
  • 95% of S&P 500 companies have reported Q3 earnings as of Nov. 21, and analysts expect 13.4% jump in earnings per share during third quarter

    80% confidence
  • S&P 500 companies with earnings beats saw stock price increase average 0.4% in four-day period around earnings release, less than five-year average of 0.9%

    80% confidence

Data points we hold from this source

Salesforce · revenue10.27 billion_USD
What we know · the intelligence behind this page
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What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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