Docusign Beats Q2 Estimates and Raises FY27 Outlook as IAM Gains Share
Docusign beat Q2 estimates and raised FY27 guidance as IAM reached 15.1% of ARR. Margins and free cash flow also topped expectations.
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#Earnings Movers↓
Lululemon Slashes 2026 Forecast After Soft North America Demand
Lululemon Q2 sales fell 4% to $2.42B, missing estimates. Full-year forecast cut to $10.35–$10.50B as new CEO Heidi O’Neill takes over next week.
Tyson Foods Slashes Fiscal 2026 Profit and Revenue Outlook Amid Historic Beef Pressures
Tyson Foods cuts fiscal 2026 profit goals and revenue growth projections due to an unprecedented U.S. cattle shortage.
Polestar Cuts 2026 Outlook After U.S. Ban Adds $130 Million Hit
Polestar lowered 2026 volume guidance to low-to-mid single digits, missed Q2 revenue estimates, and booked about $130 million in U.S. exit costs after being blocked from selling new vehicles.
Campbell’s Cuts Dividend 36% After Weak Quarter and Soft 2027 Outlook
Campbell’s slashed its dividend to $1.00 and guided FY2027 sales down 2–4% after weak snacks demand and a $117M brand impairment.
Ciena Beats and Raises on AI Network Demand as Stock Remains Well Below Its Highs
Ciena posted $1.67B sales (+37%) and $2.11 adj. EPS, beating Street and raising FY26 guide on AI optical demand after a steep pullback.