zerohedge|Feb 13, 2026 03:50
After Hours:
AMAT +10%...big revs guide above on March qtr and “expect to grow our semiconductor equipment business over 20 percent this calendar year”
ABNB +1%...Solid beat and C26 " year-over-year revenue growth to accelerate to at least low double digits”
ANET +8%...Solid 1Q guide (4Q Revs +29% y/y, GMs 63.4%)
CART +13%...1Q EBITDA and GTV guide ahead of cons
TWLO -8%...beat/guide above
ROKU +12%...4Q Revs inline, 1Q/FY26 EBITDA guided above
EXPE -3%...4Q GBs/EBITDA beat but 1Q GBs guided below
PINS -12%...1Q adj EBITDA guide disappoints
YELP -9%...4Q revs inline with 2026 guided below expects, announces openai pact
RIVN+10% (crowded short)..EPS loss 66c better than 79c loss forecasted by consensus on revenue ahead $1.29bn vs. $1.26bn.
SEI +11% AH.. "Solaris Energy Infrastructure enters into rental agreement with Hatchbo for 500MW+ of power generation equipment for data centers "(zerohedge)
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