Campbell's Stock Plunges Despite Sales Beat as Tariffs Squeeze Margins
Campbell's (CPB) shares fell 6% to near 16-year lows despite beating estimates. Q1 sales dropped 3% to $2.68B as tariffs, inflation hit margins. Full-year guidance maintained.
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Gogo Shares Hit 5-Year Low Amid Starlink Competition
Gogo shares drop to a 5-year low as Starlink competition grows and net debt pressures rise. Upcoming 5G and Galileo systems could boost future performance.
Home Depot Warns of Slow Growth as Housing Market Remains Weak
Home Depot issues cautious 2026 guidance with flat-to-2% comparable sales growth, citing weak housing market and high interest rates dampening consumer spending.
Goldman Adjusts Cruise Stock Ratings: NCLH Downgraded, Viking Upgraded
Goldman Sachs downgrades Norwegian Cruise Line and upgrades Viking Holdings, citing Caribbean supply issues for NCLH and stronger pricing power and diversified exposure for Viking.
Toll Brothers Q4 Earnings: Revenue Up But Cautious 2026 Outlook Sends Shares Lower
Toll Brothers (TOL) reports mixed Q4 results with revenue beating estimates but lower fiscal 2026 delivery guidance amid soft housing demand and market uncertainty.
Wolfe Research Downgrades Vertiv on Valuation Concerns
Wolfe Research downgraded Vertiv to Peer Perform due to valuation concerns after a major multi-year rally, though the firm still sees strong long-term positioning in the data-center market.