Financial Guidance

Adyen’s stock plummeted by up to 20% after the payments giant issued a 2026 net revenue growth forecast of 20-22%, falling short of analyst expectations. The company cited a robust pipeline and customer cohort maturation for its outlook, while acknowledging macroeconomic uncertainties influencing market volume growth. Second-half payment volumes also missed some estimates. Despite current results being “largely okay,” the guidance may not overcome negative sentiment in the payments sector. This sharp decline underscores investor sensitivity to growth forecasts in the tech and payments industry.

Monday.com’s stock plummeted over 19% after the company issued weaker-than-expected financial guidance for the current quarter and full fiscal year. This downturn occurred amidst broader market anxieties regarding artificial intelligence’s potential disruption to software business models. Despite management’s assurances of AI integration and a strong market position, concerns over future headwinds and operational income forecasts contributed to the significant stock decline.

CVS Health outlined a growth plan that leverages its Aetna, Caremark, Pharmacy and Health‑Care Delivery businesses to deliver best‑in‑class execution, transform consumer experience and become the partner of choice. The company revised its full‑year 2025 financial guidance—revenues ≥ $400 bn, adjusted EPS $6.60‑$6.70—and provided initial 2026 targets, aiming for a mid‑teens adjusted EPS compound annual growth rate through 2028. CVS also launched an AI‑native “Engagement as a Service” platform to unify and simplify health‑care interactions across its ecosystem.

StubHub’s stock plummeted 24% after it withheld current quarter financial guidance, citing a “long-term” focus, unsettling investors despite reporting solid Q3 revenue and GMS growth. Revenue rose 8% to $468.1 million and GMS increased 11% to $2.43 billion, exceeding expectations. A net loss of $1.33 billion was attributed to IPO-related stock compensation. Concerns persist around near-term visibility, competition and achieving sustainable profitability. Wedbush maintains an outperform rating despite expressing surprise at the lack of guidance.

Snowflake (SNOW) filed an 8-K with the SEC after its CRO, Mike Gannon, inadvertently disclosed unauthorized financial guidance on Instagram, estimating the company would exit the year above $4.5 billion and reach $10 billion in a few years. Snowflake clarified that Gannon isn’t authorized to disclose financial information and that investors should disregard his comments. The company reaffirmed its official guidance of $4.395 billion for fiscal year 2026, minimizing potential market impact.

HPE shares fell 8% premarket after FY26 guidance disappointed, projecting adjusted EPS of $2.20-$2.40 versus the $2.40 consensus. Revenue growth is expected between 5%-10%, below the anticipated 17%. CEO Neri cited the Juniper Networks acquisition integration timeline, aiming for transparency. HPE focuses on networking through the Juniper acquisition and AI capabilities, targeting government and enterprise clients. The board approved an additional $3B in share buybacks, signaling confidence. A 5% workforce reduction was announced earlier. Analysts are monitoring Juniper integration and AI revenue growth.

Progress Software (PRGS) announced strong Q3 2025 results, exceeding expectations with 40% revenue growth to $250 million and a 47% increase in Annualized Recurring Revenue (ARR) to $849 million. Non-GAAP diluted EPS rose 19% to $1.50. The company raised its full-year guidance and highlighted the successful integration of ShareFile. Progress is investing in AI, including agentic RAG technology. The Board increased the share repurchase authorization by $200 million. The company expects continued revenue and earnings growth.