Earnings live updates: Estée Lauder stock pops as turnaround gains ground, Analog Devices rises

LIVE Earnings live updates: Estée Lauder stock pops as turnaround gains ground, Analog Devices rises Yahoo Finance Updated Wed, August 19, 2026 at 2:54 PM GMT+2 1 min read LZB ADI EL WMT HD Retail earnings are set to offer a check of consumer health this week as the second quarter earnings season winds down. Home Depot's ( HD ) and Lowe's ( LOW ) results showed that consumers continued to spend, albeit on smaller projects, as geopolitical concerns and inflation weigh on US households. Target ( TGT ) also posted another big earnings beat, teeing up Walmart ( WMT ) results on Thursday.

Overall, earnings season showed remarkable strength. According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year , the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.

LIVE 8 updates Today at 12:52 PM UTC Grace O'Donnell Analog Devices climbs as fiscal Q3 results, Q4 outlook beat forecasts Investing. com reports: Analog Devices ( ADI ) shares climbed more than 2% in Wednesday premarket trading after the chipmaker reported fiscal third-quarter results and issued fourth-quarter guidance that topped Wall Street estimates, driven by strength in its data center and industrial businesses. The company reported third-quarter earnings per share of $3.

45, beating the analyst estimate of $3. 34 by $0. 11.

Revenue rose 40% year-over-year to $4. 02 billion, ahead of the $3. 91 billion consensus estimate, led by growth in Data Center and Industrial.

For the fourth quarter of fiscal 2026, Analog Devices guided to earnings per share of $3. 71 to $4. 01, above the $3.

55 consensus, and revenue of $4. 2 billion to $4. 4 billion, ahead of the $4.

08 billion consensus. At the midpoint of that revenue outlook, the company expects an adjusted operating margin of approximately 52. 0%, plus or minus 100 basis points.

Read more. Today at 12:43 PM UTC Grace O'Donnell Estée Lauder returns to sales growth, raises 2026 forecast Estée Lauder ( EL ) shares popped 10% in premarket trading after the cosmetics company reported a return to sales growth in its fiscal fourth quarter and raised its full-year During the quarter, Estée Lauder posted net sales growth of 6%, driven by strength in fragrance. Revenue came in at $3.

63 billion, beating Wall Street’s estimate of $3. 55 billion. Profits of $0.

39 per share also beat the estimate of $0. 32. For fiscal 2027, the company expects adjusted earnings per share to come in a range of $3.

10 to $3. 35. Estée Lauder also raised its adjusted operating margin outlook to 12.

7% to 13. 5%, up from previous guidance of 12. 5% to 13% Estée Lauder CEO Stéphane de La Faverie noted the company is “delivering on all aspects” of its turnaround plan.

Today at 12:21 PM UTC Brooke DiPalma Lowe's cautious outlook sends stock lower as retailer flags 'pressure' in DIY spending Lowe's ( LOW ) stock fell as much as 3% in premarket trading after the company gave a more cautious outlook, citing "pressure" in do-it-yourself (DIY) consumer spending. In the second quarter, Lowe's revenue came in at $26 billion, just below the $26. 1 billion the Street expected.

Adjusted earnings per share, which included a $0. 11 benefit from IEEPA tariff refunds, came in at $4. 27, above the $4.

22 the Street predicted based on Bloomberg estimates. "Sustained growth in Pro, Online and Home Services led to our fifth consecutive quarter of positive comp sales, despite pressure in discretionary DIY spending," Lowe's CEO Marvin Ellison said in the release. Amid a tough housing backdrop that disproportionately affects DIY customers, Lowe's same-store sales grew 0.

2%, below the 0. 7% expected. Sales were boosted by home services, Lowe's pro business, and online transactions but were "partially offset by persistent DIY macro pressures," the release said.

Read more. Today at 12:03 PM UTC Grace O'Donnell Target CEO 'encouraged' by turnaround traction as retailer delivers another big earnings beat Yahoo Finance's Brian Sozzi reports on Target's ( TGT ) latest quarterly win as it aims to reinvigorate growth after several years of disappointing results. After chopping prices and overhauling its merchandise department, retailer Target did its part for the second straight quarter to signal that its worst days in 2024 and 2025 are in the rearview mirror.

The retailer delivered another big earnings beat versus estimates. Sales increased in all merchandise departments, led by beauty and food. Store traffic increased.

The company even jacked up its full-year sales and profit outlooks. "We're encouraged," Target CEO Michael Fiddelke told Yahoo Finance in an interview. "We laid out a plan for the year that had a lot of change in it — more change to what we were selling and how we were going to sell it than in the last decade.

And a couple of quarters in, it's great to see a strong guest response to some of the places we're making changes. " "There's a lot of work still in front of us," Fiddelke added, "and the goal isn't a couple strong quarters. The goal is years of sustained top-line growth.

And so we'll turn the page on this one and get back to work. " Read the full breakdown of Target's latest results. AlphaSpace Target earnings card Tue, August 18, 2026 at 8:51 PM UTC Grace O'Donnell La-Z-Boy stock tanks as earnings, guidance miss expectations La-Z-Boy Incorporated ( LZB ) stock fell 17% in the after-hours session after the furniture retailer delivered weaker-than-expected first quarter results.

In the first quarter, La-Z-Boy reported a GAAP loss per share of $0. 06 due to declining sales. Adjusted earnings per share, stripping out one-time costs, reached $0.

43, also missing the estimated of $0. 49, according to S&P Global Market Intelligence data. Sales fell 3% to $475.

6 million, falling short of Wall Street estimates of $501. 4 million. Written sales for the company’s Joybird brand decreased 17% due to lower volumes, “as this consumer segment continues to be particularly volatile against the current macroeconomic backdrop,” the company said.

La-Z-Boy’s fiscal second quarter outlook also came up short. The company expects sales between $500 million and $520 million, reflecting sales growth of -1% to positive 2%, excluding the impact of wholesale casegoods divestiture. The Street had forecast sales of $536.

7 million at the midpoint. The company attributed the weakness to an “uneven consumer environment. ” Tue, August 18, 2026 at 3:31 PM UTC Grace O'Donnell Baidu stock drops as Q2 results miss estimates despite growth in AI cloud business Baidu ( BIDU ) stock fell 11% on Tuesday afternoon after the Chinese tech giant’s second quarter revenue and earnings missed analyst expectations.

Investing. com reports: The company reported second-quarter earnings per share of 7. 22 Chinese yuan (RMB), missing the analyst estimate of RMB 9.

84. Revenue came in at RMB 31. 33 billion, down 4% year-over-year, and also below the RMB 31.

95 billion consensus estimate. AI Cloud Infrastructure revenue rose 50% year-over-year to RMB7. 3 billion, with GPU Cloud revenue within that segment surging 283% year-over-year, accelerating from 184% growth in the prior quarter.

AI Applications revenue rose 3% to RMB2. 5 billion, while revenue from AI-native marketing services was roughly flat year-over-year at RMB2. 6 billion.

Read more. Tue, August 18, 2026 at 11:57 AM UTC Grace O'Donnell Klarna stock plunges on trimmed sales guidance Klarna ( KLAR ) stock plunged 19% in premarket trading on Tuesday after the Swedish buy now, pay later firm trimmed its outlook for gross merchandise volume, a measure of the total value of goods sold through the platform. Klarna now expects its 2026 gross merchandise value to come in between $149 billion and $151 billion, down from its previous forecast of $155 billion.

That overshadowed Klarna’s unexpected profit during the quarter. Earnings per share of one penny topped Wall Street forecasts for a $0. 06 per share loss, according to S&P Global Market Intelligence consensus estimates.

Revenue increased 27% year over year to $1. 04 billion, also topping estimates of $996 million. “We enter the second half with real momentum,” the company stated.

“Our payment-platform partnerships are scaling ahead of the holiday season, our new device-upgrade program is ramping, and each new merchant and consumer turns the same flywheel: a wider network, deeper engagement, and better economics on every transaction. ” Tue, August 18, 2026 at 11:36 AM UTC Grace O'Donnell Home Depot Q2 earnings beat Wall Street's forecast as customers stick to small projects Yahoo Finance’s Brooke DiPalma reports: Home Depot ( HD ) beat Wall Street's metrics across the board in the second quarter as its customers focused on smaller projects. Revenue grew by nearly 6% in the quarter to $47.

9 billion, above the $47. 3 billion analysts forecast, per Bloomberg estimates. Adjusted earnings grew 0.

2% to $4. 79, more than the $4. 73 predicted.

"We saw broad based demand across the business as customers continued to engage in smaller projects," CFO Richard McPhail said in the release. McPhail and senior executive vice president Ann-Marie Campbell are temporarily leading the company while CEO Ted Decker takes medical leave. Customers visited Home Depot less frequently during the quarter but spent more when they did.

Same-store sales increased 1. 7%, more than the roughly 1% expected, and US same-store sales jumped 1. 3%, higher than the 0.

9% expected. Read more. A shopper carries a bucket inside a Home Depot store in San Jose, California, US, on Thursday, Aug.

13, 2026.